Group 1: Industry Overview - In January 2026, major Chinese electric vehicle manufacturers reported mixed results in new car sales, with some companies showing year-on-year growth while others experienced significant declines compared to December 2025 [1] - BYD's January sales exceeded 210,000 units, marking a year-on-year decrease of 30.11%, while Huawei's HarmonyOS Smart Driving saw a remarkable year-on-year increase of 65.6% in deliveries [1][4] - The China Passenger Car Association (CPCA) maintains an optimistic outlook for 2026, projecting a retail growth rate of approximately 10% for new energy vehicles [1] Group 2: Company Performance - Leap Motor delivered 32,059 electric vehicles in January 2026, a year-on-year increase of 27.37%, but a month-on-month decline of 46.94% [2] - NIO reported January deliveries of 27,182 vehicles, reflecting a year-on-year growth of 96.08% but a month-on-month drop of 43.53% [2] - Li Auto's January deliveries reached 27,668 units, showing a year-on-year increase of 7.55% and a month-on-month decrease of 37.47% [3] - Xpeng Motors delivered 20,011 vehicles in January, a year-on-year decline of 34.07% and a month-on-month decrease of 46.65% [3] Group 3: Future Projections - Leap Motor aims for a sales target of 1 million units in 2026, emphasizing the need for efficiency and cost awareness in a competitive market [2] - NIO's 2026 sales target is set between 456,000 and 489,000 units, with a focus on achieving profitability [2] - Li Auto plans to achieve annual sales of 550,000 units in 2026, with a goal to regain its leading position in extended-range electric vehicles [3] - Xpeng Motors targets annual sales of 550,000 to 600,000 units in 2026, representing a growth of approximately 28% to 40% compared to 2025 [3] Group 4: Market Trends - The total number of new energy vehicles in China reached 43.97 million by the end of 2025, accounting for 12.01% of the total vehicle population [8] - The proportion of pure electric vehicles within the new energy segment stands at 68.74%, with 30.22 million units registered [8] - Experts predict that the ownership of new energy vehicles in China will continue to rise significantly starting in 2026 [8]

多家造车新势力首月同比增长 根据理想汽车2月1日公告，公司1月交付新车27668辆，同比增长7.55%，环比下降37.47%。理想汽车此前表示，受限于电池供应，纯电SUV i6与i8等车型 产能爬坡进度不及预期。理想汽车近日公布2026年公司战略目标为全年销量55万辆，同比增长约40%，并"重回新能源增程产品领先地位"。 根据小鹏汽车2月1日公告，公司1月交付新车20011辆，同比下降34.07%，环比下降46.65%。据接近小鹏汽车的人士介绍，公司2026年全年销量目标为55 万至60万辆，较2025年实际交付的42.94万辆增长约28%至40%。小鹏汽车董事长何小鹏日前表示，从2026年开始，公司会全力推进全球化，海外生产制造 布局的节奏还会进一步加快。 2月1日，中国主流 新能源 汽车上市公司交出了一份喜忧参半的2026年1月新车销量"成绩单"。 综合 最新数据显示，造车新势力阵营的 零跑汽车 、蔚来、 理想汽车等主要车企销量实现同比增长，但相较于2025年12月交付表现出现较明显下滑。作为行业龙头的 比亚迪 1月新能源汽车销量突破21万辆，同比下 降30.11%。 华为鸿蒙 智行则迎来"开门红"，1月 ...

| | | 【2月1日晚间重要公告摘要】 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | | 吉华集团 | 控股股东筹划控制权变更 2日起停牌 | | 聚焦 | | 赛力斯等多家车企披露1月产销数据 | | | 福石控股 | 实控人、董事长兼总经理被留置 | | | 指南针 海航控股 | 2025年净利润同比增加118.74% 拟10派0.8元 2025年预盈18亿元至22亿元 同比扭亏 | | | | 11 11 - | | | 南方航空 | 2025年预盈8亿至10亿元 同比扭亏 | | | 奥比中光 | 2025年预盈1.23亿元 同比扭亏 | | | 宏微科技 | 2025年预盈1400万元至2100万元 同比扭亏 | | 业绩精选 | 赛诺医疗 | 2025年净利润同比预增2767%至3233% | | | 博杰股份 | 预计2025年净利润同比增长484.16%至618.97% | | | 太极集团 | 2025年净利润同比预增313% | | | 中际旭创 | 预计2025年净利润同比增长89.50%至128.17% | | | 中金公司 | 2025年净利 ...

Core Viewpoint - A number of listed companies are raising alarms about delisting risks as they release their 2025 performance forecasts, with several *ST companies already indicating they may not meet financial standards necessary to remain listed [1][2]. Group 1: Financial Performance and Delisting Risks - Several *ST companies, including *ST Guandian, *ST Yanshi, *ST Jinglun, and *ST Chuntian, have issued warnings about delisting risks due to poor financial performance [1]. - *ST Yanshi and *ST Jinglun have explicitly reached financial delisting indicators, with both companies expected to report revenues below 300 million yuan and losses in 2025 [2]. - *ST Yanshi forecasts revenues between 48 million to 60 million yuan and net losses between 180 million to 250 million yuan, indicating a significant deterioration in operational conditions [2][3]. Group 2: Audit Opinions and Compliance Issues - Companies like *ST Chun Tian and *ST Mu Bang are facing dual delisting risks due to both financial indicators and non-standard audit opinions, with auditors unable to confirm if their adjusted revenues will exceed 300 million yuan [4]. - *ST Jinglun's revenue is projected at 86.22 million yuan, which is below the 300 million yuan threshold, and the company is also facing scrutiny due to reliance on a single client for its new business [3]. - Non-standard audit opinions often indicate issues such as financial misreporting or severe doubts about a company's ability to continue as a going concern, which can trigger delisting [3][6]. Group 3: Regulatory Environment and Market Reactions - The tightening of delisting regulations has increased pressure on underperforming companies, with the revenue threshold for main board loss-making companies raised from 10 million to 30 million yuan [2]. - Regulatory authorities maintain a strict stance against "shell company" behaviors, as evidenced by the investigation into *ST Changyao for financial data misrepresentation, which could lead to severe penalties and delisting [8]. - The market is witnessing a trend of orderly and timely exits for underperforming companies, reflecting a shift towards a more stringent delisting mechanism [1][2].

Group 1 - Tencent has launched a cash red envelope campaign, distributing a total of 1 billion yuan, with the event starting on February 1 and running until February 17 [2][5] - The Tencent Yuanbao App has reached the top position in the Apple Store's free app category [3] - Users can participate in the event by updating the Yuanbao App to version 2.55.0 or above and clicking on "抢10亿" to enter the main event area [4] Group 2 - The event features two main gameplay elements: "Main Venue Red Envelope Draw" and "Blessing Red Envelope," allowing users to accumulate cash red envelope amounts over multiple rounds [4] - There are 100 limited edition 10,000 yuan red envelopes available, which lucky users can withdraw on February 17 [5] - Tencent is leveraging its ecosystem by allowing users to share red envelopes via WeChat and QQ, and winners can receive additional rewards such as VIP cards and discount coupons [5] Group 3 - The competition to create AI super entry points is intensifying among major internet companies, with Tencent's red envelope initiative being part of a broader trend [6] - Baidu has also announced a similar red envelope campaign with 500 million yuan in cash, highlighting the competitive landscape [6] - Analysts predict that 2026 will be a pivotal year for Chinese internet giants, as investments in consumer-facing AI will increase, reshaping the flow of online traffic [7]

近日，国内头部船厂接连收获大型LNG船大单，订单来源既有海外船东也有国内船东，未来交付后长 租给海外能源企业。 这标志着国内造船业在高技术含量、高附加价值船型领域的国际认可度再进一步。这波"开门红"也给今 年的造船业开了一个好头。 1月30日，中船集团沪东中华造船（集团）有限公司（下称"沪东中华"）联合中国船舶工业贸易有限公 司，与马来西亚国际航运公司（MISC）成功签署首批3艘17.4万立方米大型液化天然气（LNG）运输船 建造合同，项目船租家为马来西亚国家石油公司（Petronas）。 公开资料显示，马来西亚国际航运公司（Malaysian International Shipping Corporation Berhad，简称 MISC）成立于1968年，由马来西亚国家石油公司（Petroliam Nasional Berhad，简称Petronas）控股，是 东南亚乃至全球航运与能源海事服务领域的重量级企业。首批3+3艘订单落地，是马来西亚国际航运公 司对沪东中华LNG船建造技术、交付能力与品质管控的高度认可。 值得一提的是，1月21日，沪东中华已与"希腊船王"乔治·埃康诺莫（George Econo ...

Core Viewpoint - Fushi Holdings (300071) announced that its actual controller, chairman, and general manager, Chen Yongliang, has been placed under detention by a national supervisory committee, although the company has not been asked to assist in the investigation and operations remain normal [2][4]. Group 1: Company Operations - Fushi Holdings has a well-established organizational structure and governance system, ensuring compliance with laws and regulations [4]. - Other board members and senior management are continuing their duties normally, and there has been no change in control of the company [4]. - The company's production and operational management are reported to be normal, with no significant impact from the recent developments [4]. Group 2: Financial Performance - On January 22, Fushi Holdings released a profit forecast for 2025, expecting a net loss attributable to shareholders between 67 million to 130 million yuan, with a non-recurring net loss between 64.71 million to 128 million yuan [6]. - The primary reason for the negative net profit is the strategic decision to reduce contributions from underperforming business segments, while new business development is ongoing but requires time to convert into orders and revenue [6]. - As of January 30, the stock price of Fushi Holdings was reported at 7.23 yuan per share, with a total market capitalization of 6.969 billion yuan [6].

时隔15年，继微信之后，腾讯再次推出具备明确社交属性的新产品——元宝派，并于2月1日开启公测。 社交巨头的社交新品，迅速引发各界广泛关注。在内测时期，甚至在二手交易平台上都出现了元宝派内 测邀请码转卖的现象。 记者实测发现，与此前内测阶段相比，公测版本在玩法上明显扩展，包括春节期间"抢10亿红包"玩法也 同步上线。 元宝派是腾讯旗下AI助手元宝的社交玩法，在一周前开启了小范围内测。但目前公测还是以邀请码形 式逐步开放。 "聊天群"里多了个AI 记者实测发现，元宝派的整体体验，更像是在群聊中多了一个AI助手"元宝"。用户需要通过@元宝或引 用元宝消息，才能触发其回复。 元宝既可以进行文字回应，也可以执行图片生成、图片二创等指令。 目前，一个元宝派的人数上限为100人。 在公测版本中，相比内测阶段仅有共享屏幕功能，"一起看""一起听""智能P图"等功能也正式上线。 其中，"一起看""一起听"分别接入了腾讯视频和QQ音乐，用户可在元宝派内同步体验腾讯视频中的会 员精选内容和QQ音乐海量曲库。 多位元宝派用户向记者表示，元宝派里元宝AI的回复会更加"高情商"和"有个性"，在面对一些尖锐问题 时，往往给出相对"折中"的 ...

Core Viewpoint - Both Jiamei Packaging and Fenglong Co., Ltd. have clarified their business operations and confirmed that they do not engage in robotics-related activities, addressing market concerns following their stock suspension for verification [3][4][8]. Group 1: Jiamei Packaging - Jiamei Packaging has stated that it does not involve itself in robotics or robotic vacuum cleaner businesses, with its main operations focused on the research, design, production, and sales of food and beverage packaging containers, as well as beverage filling services [4]. - The company has reported a significant stock price increase of 408.11% from December 17, 2025, to January 23, 2026, leading to its suspension on January 26, 2026, due to abnormal trading fluctuations [3]. - Jiamei Packaging anticipates a notable decline in its operating performance for 2025, projecting a net profit of between 85.44 million and 104.42 million yuan, representing a year-on-year decrease of 43.02% to 53.38% [7]. Group 2: Fenglong Co., Ltd. - Fenglong Co., Ltd. has also clarified that it does not engage in humanoid robotics, with its primary business remaining in the research, production, and sales of garden machinery parts, automotive parts, and hydraulic components [11]. - The company has experienced a stock price increase of 405.74% from December 25, 2025, to January 23, 2026, and has been suspended from trading since January 26, 2026, due to similar trading anomalies [3]. - Fenglong Co., Ltd. has received a commitment from its new controlling shareholder, UBTECH, that there will be no asset injection into the company within 36 months following the acquisition [8][10].

1月30日，海尔集团旗下工业互联网平台——卡奥斯物联科技股份有限公司(以下简称"卡奥斯")正式向港交所递交上市申请，启动赴港IPO进程。这标志 着"海尔系"资本版图迎来扩容，也意味着港股有望诞生"AI+工业互联网第一股"。 | 最新發佈 2 | 申請人 | | --- | --- | | 日期 | | | 30/01/2026 | YESMRO Holdings Limited | | | 30/01/2026 整體協調人公告 - 委任 [四 | | | 30/01/2026 申請版本（第一次呈交） 全文檔案 | | 30/01/2026 | 上海鑫誼麟禾科技股份有限公司 | | | 30/01/2026 整體協調人公告 - 委任 | | | 30/01/2026 申請版本（第一次呈交） 全文檔案 [四] 多檔案 > | | 30/01/2026 | 北京天地和興科技股份有限公司 | | | 30/01/2026 整體協調人公告 - 委任 | | | 30/01/2026 申請版本（第一次呈交） 全文檔案 [四] 多檔案 > | | 30/01/2026 | 北京奕斯偉計算技術股份有限公司 | | | 30/ ...