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澜起科技港交所上市;极物思维冲刺港股IPO丨横琴财报
Group 1: Company Listings and Developments - 澜起科技 successfully listed on the Hong Kong Stock Exchange on February 9, becoming one of the few global suppliers offering a complete range of memory solutions from DDR2 to DDR5 [1] - 极物思维 submitted its IPO application to the Hong Kong Stock Exchange, marking a new phase in its capital development [2] - 麦得发 completed its Series B financing round, with funds aimed at R&D and market expansion of PHA biodegradable materials [6] Group 2: Product Innovations and Recognitions - 真健康's four products were included in the 11th batch of the "Excellent Domestic Medical Equipment Product Directory," marking a significant recognition for its innovative surgical navigation systems [3] - 一微科技 ranked 436th in the "2025 China Enterprise Patent Strength 500" list, showcasing its strong patent capabilities in the robotics sector [4] - 一微科技 has applied for over 2000 intellectual property rights, focusing on core technologies in robotics and AI [5] Group 3: Market and Regional Developments - 极物思维 aims to strengthen its headquarters' functions and regional collaboration, positioning 横琴 as a hub connecting national store networks and capital markets [2] - 大横琴星文旅公司 launched a cross-border flower market event, introducing a new service model for flower purchases between 横琴 and 澳门 [7]
央企光伏组件集采再现1元/W报价,多家公司回应涨价
天合光能今年更是三度上调分布式光伏组件价格。据市场消息,其分布式最新中版型、大版型组件报价为0.88-0.92+元/W,防眩光组件0.95- 0.99+元/W,轻质单玻组件1.08-1.12+元/W。该公司相关人士对记者表示,目前组件产品整体对外报价肯定要超过0.8元/W。 爱旭股份(600732)相关人士告诉21世纪经济报道记者,目前公司组件国内报价已经接近0.9元/W的水平,海外报价超过1元/W。 另一家出货量位列行业前五的光伏组件企业相关人士对记者表示,目前组件报价对比之前肯定有所上涨,具体可以参考开标价格。 21世纪经济报道记者曹恩惠 2月11日,华电集团2026年8GW光伏组件集采开标。其中,标段一为N型高效组件(对应功率645W),规模约6GW;标段二维N型常规组件(对应 功率620W),规模约2GW。据《索比光伏网》,标段一共25家企业参与,报价0.78-1.018元/W,平均为0.8831元/W;标段二共31家企业参与, 报价0.76-0.923元/W,平均为0.8438元/W。 值得一提的是,这是近年来央企光伏组件集采项目首次出现超过1元/W的报价。 据21世纪经济报道记者了解,目前国内光伏 ...
证券ETF(159841)盘中获超4000万份净申购,实时成交额超1.5亿元居深市同标的第一
Group 1 - The major indices showed mixed performance, with the CSI All Share Securities Company Index down by 0.56%, while Jinlong Co., Ltd. rose over 2% [1] - The Securities ETF (159841) had a trading volume exceeding 150 million yuan, ranking first among similar products in the Shenzhen market, with a premium rate of 0.04% and significant net subscriptions of 40.8 million units [1] - Over the past 20 trading days, the Securities ETF (159841) has seen a net inflow of over 1 billion yuan, indicating strong investor interest [1] Group 2 - Huatai Securities announced the issuance of 10 billion HKD in convertible bonds to support its overseas business development, while Huashan Securities and Northeast Securities received approval for capital increases for their Hong Kong subsidiaries [2] - By 2025, with global capital markets becoming more active, Chinese securities firms are accelerating their overseas business strategies, as evidenced by the recent refinancing activities of Guangfa Securities and Huatai Securities, which raised 6.1 billion HKD and 10 billion HKD respectively [2] - Shenwan Hongyuan suggests that the optimization of refinancing, along with the China Securities Regulatory Commission's plans to relax restrictions on strategic investors, will boost the investment banking and capital intermediary businesses of securities firms, recommending attention to firms with rich project reserves in investment banking [2]
春节小城酒店住宿暴涨至3000元,低价民宿快速消失
每年春节,旅游市场都会上演一场供需大戏。 2026马年春节尤其热闹:出境游回暖、国内游火爆,而最让游客直呼"吃不消"的,莫过于住宿价格一路 狂飙。 潮汕、泉州等新晋顶流文旅城市,酒店价格直接冲上热搜:平日两三百元的快捷酒店,春节轻松破千; 核心景区、商圈附近,一晚两三千元已是常态。 一边是游客吐槽"住不起",一边是酒店满房、民宿涨价、平台一房难求。这场春节酒店涨价潮,到底是 市场规律,还是过度炒作?背后藏着怎样的消费逻辑与行业真相? 结合近期平台预订数据与游客实际反馈,春节假期潮汕、泉州等地住宿价格呈现三大特征,涨幅普遍较 大;平日200—300元的经济型酒店,春节直接涨到800—1500元; 中端酒店普遍站上1000—2000元,部分位置好的民宿、精品酒店直逼2500元以上。 2月10日晚间21世纪经济报道记者从OTA平台上搜索除夕当天到2月19日开始的汕头和泉州等地连锁价格 酒店均呈现出一定程度的上涨,众多经济型和中端酒店价格都飙升至千元。 商务大床房 (2) 1张1.8米大床 2人入住 25-29㎡ 2份早餐 入住当天18:00前可免费取消 > 立即确认 ¥1445 均¥1.57 无早餐 \ \ 立即确 ...
啤酒巨头“过冬”:百威亚太盈利创新低,喜力全球裁员5000+
21世纪经济报道记者肖夏 国际啤酒巨头正在陆续交底。 北京时间2月11日下午、2月12日早间,喜力集团、百威亚太先后披露了2025年的全年业绩,整体都呈现增速放缓、销量下行的趋势。 按照国际财务报告准则,喜力集团2025年实现净收入287.53亿欧元,净利润18.85亿欧元,连续两年同比下跌,销量也再次转为下滑。为此,喜力集团已经调 低2026年的增长预期,并提出要节省4至5亿欧元的成本,具体举措包括裁员5000至6000人。 而百威亚太2025年实现收入57.64亿美元,同比内生下滑6.1%,正常化除息税折旧摊销前盈利(Normalised EBITDA)15.88亿美元,同比内生下滑9.8%,其 中股权持有人应占溢利4.89亿美元,同比大幅下滑32%以上——这一净利润表现,是百威亚太上市以来的新低。 百威英博尚未披露全球业绩,但从其去年三季报和百威亚太的全年业绩来看,百威去年整体的业绩大概率仍处于下行区间。 酒卖不动,如今已不是单独一家企业的问题。面对这一局面持续,龙头正在纷纷采取换帅、裁员、降本、控预期等一系列举措。 喜力降本连环招:降速、裁员、关停 尽管在中国市场高歌猛进,喜力在全球整体依然面临着降速 ...
春节小城酒店涨到两三千,谁在为“天价房”买单?
21世纪经济报道记者唐唯珂 每年春节,旅游市场都会上演一场供需大戏。 2026马年春节尤其热闹:出境游回暖、国内游火爆,而最让游客直呼"吃不消"的,莫过于住宿价格一路 狂飙。 潮汕、泉州等新晋顶流文旅城市,酒店价格直接冲上热搜:平日两三百元的快捷酒店,春节轻松破千; 核心景区、商圈附近,一晚两三千元已是常态。 一边是游客吐槽"住不起",一边是酒店满房、民宿涨价、平台一房难求。这场春节酒店涨价潮,到底是 市场规律,还是过度炒作?背后藏着怎样的消费逻辑与行业真相? 结合近期平台预订数据与游客实际反馈,春节假期潮汕、泉州等地住宿价格呈现三大特征,涨幅普遍较 大;平日200—300元的经济型酒店,春节直接涨到800—1500元; 中端酒店普遍站上1000—2000元,部分位置好的民宿、精品酒店直逼2500元以上。 2月10日晚间21世纪经济报道记者从OTA平台上搜索除夕当天到2月19日开始的汕头和泉州等地连锁价格 酒店均呈现出一定程度的上涨,众多经济型和中端酒店价格都飙升至千元。 1张1.8米大床 2人入住 25-29㎡ 2份早餐 入住当天18:00前可免费取消 > 立即确认 r 20 6 均 1579 优惠116 ...
泰国人“爆买”中国家电的秘密
Group 1 - Chinese home appliance companies are establishing significant manufacturing bases in Thailand, with major players like Hisense, Haier, TCL, and Midea leading the charge [1] - Hisense's HHA smart manufacturing industrial park is set to be the largest overseas production base for the company, while Haier's air conditioning industrial park in Thailand is the largest for Chinese brands in Southeast Asia [1] - The construction of these factories is characterized by rapid development, with Haier's facility being completed in just nine months, showcasing industry-leading construction speed [1] Group 2 - Chinese home appliances are increasingly preferred in Thailand, previously dominated by Japanese and Korean brands, due to their competitive pricing and advanced technology [2] - The core competitive advantages of Chinese appliances include tailored product designs that meet local needs, efficient cost management through supply chain optimization, and innovative marketing strategies [2] - Thailand serves as a key observation point for how Chinese home appliance companies can successfully establish a strong market presence in foreign territories [2]
广和通在苏州成立具身智能科技公司
Group 1 - The core point of the article is the establishment of Guanghe Tong Embodied Intelligent Technology (Suzhou) Co., Ltd., which is fully owned by Guanghe Tong (300638) and has a registered capital of 30 million RMB [1][2][3] - The company’s business scope includes research and development of intelligent robots, sales of intelligent robots, sales of artificial intelligence hardware, manufacturing of service consumer robots, and development of various artificial intelligence software [1][2] - The legal representative of the company is Ying Lingpeng, and it is registered under the Suzhou Industrial Park Administrative Approval Bureau [2][3] Group 2 - The company is classified as a limited liability company with a focus on software development and artificial intelligence applications [2][3] - The company is part of the National Small and Medium-sized Enterprise Development Fund, indicating potential support and resources from government initiatives [2][3] - The business operations are set to continue indefinitely, with no fixed expiration date for the business license [2]
科创综指ETF天弘(589860)标的指数盘中涨超1.3%,机构:中期市场风格或将重新回归“科技成长”主线
Group 1 - The three major indices collectively rose, with the Shanghai Stock Exchange Science and Technology Innovation Board Composite Index increasing by 1.33% as of the report time [1] - Among the constituent stocks of the index, Youke De and Science & Technology reached the daily limit, while Oulain New Materials surged over 16% [1] - The Tianhong ETF tracking the Science and Technology Innovation Index had a trading volume exceeding 17 million yuan, with a turnover rate of over 6%, indicating active trading [1] Group 2 - The Science and Technology Innovation Index ETF closely tracks the Science and Technology Innovation Index, covering approximately 97% of the market capitalization of the Science and Technology Innovation Board, with a focus on small-cap hard technology companies [1] - The top ten weighted stocks in the index include leading technology firms such as Cambrian, Haiguang Information, and SMIC [1] - A new AI application scenario open platform, LuckyMate.AI, was launched in Huaqiangbei, Shenzhen, aimed at providing sustainable solutions for "Artificial Intelligence +" scenarios [1] Group 3 - According to Caixin Securities, historical market data suggests that the relative profit growth of "technology and value" has not reversed, and the differentiation in growth and value valuation is not extreme [1] - The overall trading congestion in the TMT sector remains low, leading to expectations that the market style may return to a "technology growth" focus in the medium term [1]
“神秘模型”确认为智谱GLM-5,本周股价已涨74.17%
Core Viewpoint - The recent launch of GLM-5 by Zhiyu has significantly boosted its stock price, with a 24.84% increase on February 12 and an overall rise of over 70% for the week, driven by its advanced capabilities in coding and agent tasks [2]. Group 1: Product Features and Performance - GLM-5 has achieved state-of-the-art (SOTA) performance in coding and agent capabilities, aligning closely with Claude Opus 4.5 in real programming scenarios [2]. - The model ranks fourth globally and first among open-source models on the authoritative Artificial Analysis leaderboard [2]. - GLM-5's parameter scale has expanded from 355 billion (with 32 billion activated) to 744 billion (with 40 billion activated), and pre-training data has increased from 23 terabytes to 28.5 terabytes, enhancing its general intelligence level [5]. - The introduction of asynchronous reinforcement learning and the "Slime" framework allows for larger model scales and more complex tasks, improving training efficiency [5]. - The integration of DeepSeek Sparse Attention significantly reduces deployment costs while maintaining long text performance, enhancing token efficiency [5]. Group 2: Application and Integration - GLM-5 supports end-to-end application development, with developers creating various applications such as puzzle games and interactive agent worlds, which are now available for download or under review [5]. - The model can convert text or materials directly into .docx, .pdf, and .xlsx files, facilitating the generation of various documents like product requirement documents and financial reports [6]. - GLM-5 has been deeply optimized for major domestic chip platforms, ensuring high throughput and low latency on domestic computing clusters [4]. - The model is now open-sourced on platforms like Hugging Face and ModelScope, increasing accessibility for developers [7].