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一汽解放:后续将结合市场实际与经营能力,更审慎设定目标
Zheng Quan Ri Bao· 2026-02-12 10:11
(文章来源:证券日报) 证券日报网讯 2月12日,一汽解放在互动平台回答投资者提问时表示,公司高度重视目标制定的科学 性,后续将结合市场实际与经营能力,更审慎设定目标,兼顾挑战性与可实现性,扎实提升经营质效, 以稳健业绩增强投资者信心。 ...
合力科技:公司一体压铸技术没有在人形机器人领域应用
Zheng Quan Ri Bao· 2026-02-12 10:10
(文章来源:证券日报) 证券日报网讯 2月12日,合力科技在互动平台回答投资者提问时表示,公司一体压铸技术,截至目前, 没有在人形机器人领域应用。 ...
盛屯矿业:将努力为全体股东创造长期、稳定的回报
Zheng Quan Ri Bao· 2026-02-12 10:10
Core Viewpoint - The company, Shengtun Mining, is committed to continuously monitoring its operational status and aims to enhance its value, providing long-term and stable returns for all shareholders [2]. Group 1 - Shengtun Mining is actively engaging with investors through interactive platforms to address their inquiries [2]. - The company emphasizes its focus on improving operational performance as a means to increase shareholder value [2]. - There is a clear commitment from the company to create sustainable returns for its shareholders over the long term [2].
智谱GLM Coding Plan上线即售罄
Zheng Quan Ri Bao· 2026-02-12 09:39
本报讯 2月12日,记者获悉,智谱官方GLM Coding Plan上线即售罄。一个国产AI编程模型的付费套餐被抢空,这在行业历史上较为罕见。 截至2月12日收盘,智谱股价上涨28.68%,市值达1792.29亿港元。 (文章来源:证券日报) | | 连续包月 连续包季 9折 连续包年(7折 | | | --- | --- | --- | | GLM Coding Lite | GLM Coding Pro 最受欢迎 () | GLM Coding Max ®* | | 连续包年 7 折 | 连续包年 7 折 | 连续包年 7 折 | | ¥ 411/年 ¥588/年 | ¥ 1251/年 ¥1788/年 | ¥ 3939/年 ¥5628/年 | | 下个年度续费金额:¥411.6 | 下个年度续费金额:¥1251.6 | 下个年度续费金额:¥3939.6 | | 暂时售罄 02月13日 10:00 补货 | 暂时售罄 02月13日 10:00 补货 | 暂时售罄 02月13 B | | * Claude Pro 套餐的 3倍 用量 | * Lite 套餐的 5倍 用量 | ¥ Pro 套餐的 4倍 用量 | ...
光伏行业"反内卷"成效进一步显现
Zheng Quan Ri Bao· 2026-02-12 09:29
Core Viewpoint - The photovoltaic industry is experiencing a significant cost gradient differentiation due to fluctuations in silver prices and technological upgrades, leading to a visible "anti-involution" effect within the industry [1]. Cost Pressure - The global silver investment demand is expected to remain strong through 2026, supported by geopolitical tensions and U.S. policy uncertainties, with silver prices having risen by 11% this year after surpassing $100 per ounce for the first time in January [2]. - Despite high prices leading to a projected 17% reduction in global jewelry and silverware demand, industrial demand remains resilient [2]. - A supply shortage of approximately 67 million ounces is anticipated in the global silver market by 2026, marking the sixth consecutive year of deficit, which is expected to keep silver prices strong [2]. - The photovoltaic sector, as a major consumer of silver, will continue to face cost pressures due to high silver prices, accelerating the development of silver paste substitution technologies among leading companies [2][3]. Technological Breakthroughs - Leading companies are rapidly advancing silver paste substitution technologies, with some planning large-scale production of alternative materials in the near future [4]. - Longi Green Energy has announced plans to start large-scale production of non-silver solutions, which could further reduce component costs [4]. - Other major players like JinkoSolar and Aiko are also actively pursuing silver paste alternatives, with significant collaborations aimed at industrializing low-silver technologies by 2026 [4][5]. Industry Restructuring - The shift towards high-efficiency and reliable components is expected to create a competitive landscape where companies with technological advantages can command price premiums, while less efficient capacities face dual pressures from price and demand declines [5][6]. - The Chinese photovoltaic industry is projected to see a significant change in 2026, with new installations expected to range between 180GW and 240GW, following a record high of 315GW in 2025 [5][6]. - The core theme of the industry's "anti-involution" in 2026 will be driven by upgraded end-user demand, pushing manufacturers towards high-quality development through technological iterations and improved market mechanisms [6].
南特科技:更换持续督导保荐代表人
Zheng Quan Ri Bao· 2026-02-12 09:13
Group 1 - The core announcement is about Nantong Technology's change of sponsor representative by Everbright Securities for its public stock issuance and listing on the Beijing Stock Exchange [2] - Everbright Securities originally appointed two representatives, but one, Mr. Zhan Chenghao, is being replaced due to a job change [2] - Mr. Dou Jianyuan has been appointed as the new sponsor representative to ensure the continuity of the supervision work until the end of the supervision period on December 31, 2028 [2]
新华百货:公司最近一期已披露股东户数为21674户
Zheng Quan Ri Bao· 2026-02-12 09:13
Group 1 - The company recently disclosed that its number of shareholders is 21,674 [2]
西部创业:公司2025年度安全生产费主要包含道口拆除及围网栽设
Zheng Quan Ri Bao· 2026-02-12 09:13
证券日报网讯 2月12日,西部创业在互动平台回答投资者提问时表示,公司2025年度安全生产费主要包 含道口拆除及围网栽设,系根据《企业安全生产费用提取和使用管理办法》第五条"(一)购置购建、 更新改造、检测检验、检定校准、运行维护安全防护和紧急避险设施、设备支出"列支范围;按照第四 十七条,在安全生产费出现赤字时,予以补提。围网栽设属于资本化项目,待完工后由在建工程转入固 定资产,按照企业会计准则一次性全额计提折旧同时核销专项储备。公司将在2025年年度报告、财务报 告、审计报告等披露相关成本项目具体金额或变动情况。 (文章来源:证券日报) ...
中航成飞:截至2026年2月10日公司股东总数为71473户
Zheng Quan Ri Bao· 2026-02-12 09:13
Group 1 - The core point of the article is that AVIC Chengfei has disclosed the total number of its shareholders as of February 10, 2026, which stands at 71,473 households [2]
唯万密封:截至2026年2月10日公司股东户数12041户
Zheng Quan Ri Bao· 2026-02-12 09:13
(文章来源:证券日报) 证券日报网讯 2月12日,唯万密封在互动平台回答投资者提问时表示,截至2026年2月10日,公司股东 户数12041户。 ...