2 1 Shi Ji Jing Ji Bao Dao
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独家对话顾捷:特斯拉的未破难题,与小鹏的六年“增程暗战”
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-12 06:59
Core Viewpoint - The Chinese automotive industry is experiencing a transformation in power technology with the rise of "super range extension" technology, as brands like Xiaopeng, Zhiji, Buick, and Leap Motor seek to balance between the future of pure electric vehicles and the current hybrid solutions [1] Group 1: Xiaopeng's Strategic Shift - Xiaopeng, traditionally focused on pure electric vehicles, is entering the range-extended vehicle market with the X9 model, which is set to launch in November 2025 [1] - The company has been preparing for this transition for three to four years, with early considerations for range extension integrated into the development of its pure electric P7+ model [1][2] - Xiaopeng's Vice President, Gu Jie, emphasizes that the decision to pursue range extension was made in 2024, following extensive internal preparations [2] Group 2: Technological Innovations - The super range extension technology represents a partial innovation on existing range extension technologies, with Xiaopeng focusing on enhancing pure electric range and charging efficiency while minimizing engine noise during operation [2] - Xiaopeng's use of silicon carbide (SiC) technology in its vehicles began with the G9 model in 2022, marking a significant step in energy efficiency [3] - The company has successfully reduced SiC usage by 60% while achieving a comprehensive efficiency of 93.5% for its electric drive system [5] Group 3: Competitive Landscape - Xiaopeng faces competition from traditional automakers that prioritize fuel efficiency and from new entrants in the range-extended vehicle market, necessitating a focus on energy consumption efficiency [2] - The company aims to leverage its expertise in pure electric technology to differentiate itself in the increasingly competitive super range extension market [2][4] Group 4: Market Trends and Future Outlook - By the end of 2025, the market share of range-extended vehicles is expected to increase, with projections indicating a rise from 26% to 29% by December 2025 [7] - Xiaopeng's strategy includes a focus on platformization to enhance product competitiveness and scalability, allowing for rapid market introduction of its "one vehicle, dual energy" models [10][11] - The company is also preparing for future challenges and opportunities in the range-extended vehicle segment, with plans for further technological advancements and market expansion [43][44]
豆包视频生成模型Seedance 2.0 正式发布,豆包、即梦接入
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-12 06:57
2月12日,字节跳动官方公众号发文称,豆包视频生成模型Seedance 2.0 正式接入豆包App、电脑端和网 页版。 字节跳动官方公众号表示,Seedance 2.0 还远不完美,其生成结果仍存在诸多瑕疵。将持续探索大模型 与人类反馈的深度对齐,让更高效、更稳定、更具想象力的音视频生产工具,服务更多创作者。 图片来源:豆包官方公众号 打开豆包App对话框,选择新增的"Seedance 2.0"入口,输入相关提示词,即可生成5秒或10秒视频。 Seedance 2.0 模型支持原声音画同步、多镜头长叙事、多模态可控生成。目前,豆包Seedance 2.0 暂不 支持上传真人图片作为主体参考。 ...
澜起科技港交所上市;极物思维冲刺港股IPO丨横琴财报㉒
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-12 06:49
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 complete solutions from DDR2 to DDR5 memory [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 a Series B financing round, with funds aimed at R&D and global 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 in the field of percutaneous puncture surgery robots [3] - 一微科技 ranked 436th in the "2025 China Enterprise Patent Strength Top 500" list, showcasing its strong patent capabilities and innovation in robotics [4][5] Group 3: Market Expansion and Strategic Initiatives - 极物思维 is enhancing its headquarters functions and regional collaboration to establish 横琴 as a key hub connecting national store networks and capital markets [2] - 大横琴星文旅公司 launched a cross-border flower market service model, facilitating a seamless purchasing experience for consumers between 珠海 and 澳门 [7]
老外“扎堆”来中国看病?
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-12 06:42
(文章来源:21世纪经济报道) 外国人打飞的来中国看病,是图便宜,还是保命?质子治疗价格仅为新加坡一半,算不算"降维打击"? 国际患者涌入,会抢走我们的医疗资源吗?一个视频,讲清中国医疗的"实力兑现"! ...
“意外”的美食
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-12 06:42
为什么有些人会对"发霉""拉丝"的食物欲罢不能?怎么用科学解释"越怪越爱"?大脑是如何把"臭"重新 编码成"香"的?一个视频说清楚! (文章来源:21世纪经济报道) ...
央企光伏组件集采再现1元/W报价 多家公司回应涨价
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-12 06:36
Group 1 - The core point of the news is the significant increase in the prices of photovoltaic (PV) components in China, with recent bidding results showing prices exceeding 1 yuan/W for the first time in years [1][2] - China Huadian Group's recent tender for 8GW of PV components included two segments: 6GW of N-type high-efficiency components (645W) and 2GW of N-type conventional components (620W) [1] - The bidding results revealed that 25 companies participated in the first segment with prices ranging from 0.78 to 1.018 yuan/W, averaging 0.8831 yuan/W, while 31 companies participated in the second segment with prices from 0.76 to 0.923 yuan/W, averaging 0.8438 yuan/W [1] Group 2 - Longi Green Energy reported a noticeable increase in component prices, with high-power (670W) components now exceeding 1 yuan/W [1] - Trina Solar has raised its distributed PV component prices three times this year, with current prices for mid-size and large-size components ranging from 0.88 to 0.92+ yuan/W, and anti-glare components priced at 0.95 to 0.99+ yuan/W [1] - Aiko Solar indicated that domestic component prices are nearing 0.9 yuan/W, while overseas prices exceed 1 yuan/W [2] Group 3 - The increase in component prices is attributed to the rising silver prices, which have been identified as a key factor driving the current price surge [2] - The China Photovoltaic Industry Association's report on the cost analysis of mainstream PV products indicates that the average all-in cost for the TOPCon210R product varies significantly with silver prices, ranging from 0.783 yuan/W to 0.866 yuan/W depending on the silver price per kilogram [2]
21有料|央企光伏组件集采再现1元/W报价,多家公司回应涨价
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-12 06:23
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。 多家公司对21世纪经济报道记者称,目前银价上涨是推动本轮组件价格上涨的主要因素之一。 据21世纪经济报道记者了解,目前国内光伏组件整体对外报价已经大幅上涨。2月12日,隆基绿能相关 人士告诉21世纪经济报道记者,"过去一段时间,组件价格明显上涨,高功率(670W)组件报价超过1 元/W。" 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。 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》, ...
澜起科技港交所上市;极物思维冲刺港股IPO丨横琴财报
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-12 06:22
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
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-12 06:20
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
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-12 06:11
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]