人民财讯1月25日电，据港交所披露，康诺生物制药股份有限公司-B向港交所提交上市申请书，独家保 荐人为国投证券国际。 ...

人民财讯1月25日电，佑驾创新在港交所公告，公司近期新获某知名车企的项目定点通知，根据该通 知，公司将为该客户面向国内及海外市场的广泛车型开发并提供一系列先进的智能驾驶产品。依据该客 户的规划，上述项目预计全生命周期订单总金额约为人民币超13亿元，计划于2026年中启动量产。 ...

Core Viewpoint - The lithium battery industry is expected to see significant growth in 2025, driven by strong demand from downstream markets such as electric vehicles, energy storage, and consumer electronics [1] Group 1: Company Performance Forecasts - XianDao Intelligent anticipates a net profit of 1.5 billion to 1.8 billion yuan in 2025, representing a year-on-year increase of 424.29% to 529.15% due to a recovering global power battery market and strong demand in the energy storage sector [2] - PuTaiLai expects a net profit of 2.3 billion to 2.4 billion yuan in 2025, reflecting a year-on-year increase of 93.18% to 101.58%, driven by the ongoing trend of electrification in the automotive market and recovery in the consumer electronics sector [4] - TianCi Materials forecasts a net profit of 1.1 billion to 1.6 billion yuan in 2025, with a year-on-year growth of 127.31% to 230.63%, attributed to increased sales of lithium-ion battery materials and effective cost control [5] - Hunan YuNeng projects a net profit of 1.15 billion to 1.4 billion yuan in 2025, marking a year-on-year increase of 93.75% to 135.87%, driven by rapid growth in the demand for lithium battery cathode materials [6] Group 2: Industry Trends and Developments - The overall market for lithium battery materials is expected to improve, with many companies in the lithium battery supply chain predicting significant performance growth in 2025 [5] - The global household energy storage system shipment is projected to reach approximately 35 GWh in 2025, a nearly 50% year-on-year increase, indicating a new demand release cycle following inventory adjustments [9] - The effective production capacity for lithium hexafluorophosphate is expected to reach 40,000 tons in 2026, with an annual operating rate exceeding 90%, suggesting sustained high prices for lithium hexafluorophosphate [9]

据介绍，小湾河项目总投资约为13.8亿元，项目特许经营期为32年（其中运营期30年），项目采用PPP 模式中的政府付费模式，运营期收入全部来源于政府采购。 小湾河项目公司按照DBFO方式承担项目的设计、投资、融资、建设、运营维护责任，以及在PPP合同 期内的指定资产的运营维护责任。政府保证小湾河项目公司在PPP合同期内拥有项目资产的特许经营 权；合同期结束，小湾河项目公司需保障所运营项目设施的完整性，并将项目设施及经营权移交给政府 或其指定机构。 贵州PPP产业投资基金于2016年1月29日成立并完成了工商设立登记，取得了贵阳市观山湖区工商行政 管理局颁发的《营业执照》。 截至公告披露日，贵州PPP产业投资基金认缴规模6.41亿元，实缴规模为2.85亿元，其中公司认缴出资4 亿元，实缴出资1.17亿元。根据贵州PPP产业投资基金目前运营现状以及未来投资规划，各合伙人拟同 意对认缴未实缴部分进行减资。 截至公告披露日，贵州PPP产业投资基金投资标的共3个，分别为贵阳小湾河生态环境公司（以下简 称"小湾河项目公司"）、贵州环态建筑劳务有限公司（以下简称"环态公司"）和贵州观态商业经营有限 公司（以下简称"观态公司 ...

1月25日晚间，思特威(688213)披露了2025年度业绩预告，经财务部门初步测算，公司预计2025年度实 现营业收入88亿元到92亿元。与上年同期相比，增幅为47%到54%。预计2025年度实现归属于母公司所 有者的净利润9.76亿元到10.3亿元。与上年同期相比，增幅为149%到162%。 其中，2025年度实现归属于母公司所有者的扣除非经常性损益的净利润预计为9.66亿元到10.2亿元，与 上年同期相比，增幅为147%到161%。如剔除股份支付费用的影响，归属于母公司所有者的扣除非经常 性损益的净利润为10.23亿元到10.77亿元，与上年同期相比，增幅为105%到116%。 思特威表示，报告期内，在智能手机领域，公司与多家客户的合作持续全面加深，产品能够满足更多旗 舰机主摄、辅摄及多光谱摄像头等应用需求，公司创新研发推出的基于LoficHDR 2.0技术的多款主摄高 阶5000万像素产品出货量大幅上升，以及新开发的中高端HS系列多款5000万像素产品量产出货，带动 公司智能手机领域营业收入大幅增长；在汽车电子领域，公司应用于智能辅助驾驶（包括环视、周视和 前视）和舱内等新一代产品的出货量同比大幅上升 ...

人民财讯1月25日电，腾讯元宝1月25日发布《关于春节分10亿现金的通知》称，为回馈广大用户，元宝 将在2月1日开启新春活动，分10亿元现金红包。App内点击预约卡片可进入春节会场，提前预约的用户 将在2月1日活动开启当天，额外获得10次抽奖机会。 ...

Group 1 - The company, Yongjie New Materials, announced plans to acquire 100% equity of Aconic Qinhuangdao and 95% equity of Aconic Kunshan for a total consideration of approximately 1.8 billion USD in RMB equivalent [1] - Aconic Qinhuangdao specializes in the research, production, and sales of aluminum plates and strips, primarily serving the packaging, electric vehicles, commercial transportation, and industrial sectors [1] - Aconic Kunshan focuses on the research, production, and sales of aluminum plates and strips related to thermal management, with automotive and diversified industrial end markets as its main applications [1] Group 2 - The acquisition is expected to significantly enhance the company's production capacity and scale effects, as the target companies operate in the same industry and have similar core businesses [1]

人民财讯1月25日电，德力佳（603092）1月25日公告，公司与无锡宛山湖产业发展有限公司、羊尖镇人 民政府达成合作并签署了《德力佳10兆瓦以上风电用变速箱研发制造项目投资合作协议》，推进公司风 电齿轮箱产能扩充，项目总投资50亿元。该项目的实施将有效提升公司的生产规模和交付能力，进一步 巩固和增强公司在风电齿轮箱领域的市场竞争力和行业地位。 ...

Group 1: US-China Relations - US President Trump is expected to visit China in April, with Chinese leaders planning to visit the US by the end of the year, highlighting the importance of high-level diplomacy in stabilizing US-China relations [2][3] Group 2: Commercial Space Industry - SpaceX aims to achieve fully reusable rocket technology with its Starship, potentially reducing space access costs by 99% to below $100 per pound [2] - Beijing's measures to promote the development and utilization of commercial satellite remote sensing data from 2026 to 2030 include optimizing financial support and encouraging investment in quality projects [3] - The commercial space economy is projected to reach $1.8 trillion by 2035, driven by new infrastructure and applications in the space sector [4] Group 3: Stock Market and IPOs - Recent rumors about tightening regulations for companies seeking to list in Hong Kong have been denied, confirming that current overseas listing policies remain unchanged [3] - The China Securities Regulatory Commission (CSRC) has approved IPO registrations for three companies, indicating ongoing market activity [11] - A total of 28 companies are set to unlock 796 million shares this week, with a total market value of approximately 40.97 billion yuan [12][13]

永杰新材专业从事铝板带箔的研发、生产与销售，产品主要应用于锂电池、电子电器、车辆轻量化和新 型建材等下游产品或领域。目前公司已涉足锂电池电芯基础材料、电子电器阳极氧化料、热管理材料等 领域的高端产品。 永杰新材(603271)1月25日晚公告，公司与Arconic Corporation（以下简称"奥科宁克"）于2026年1月23日 签署了《战略合作协议》。通过整合各自优势资源，双方拟在供应链、技术研发、资本协同、市场开拓 与人才培养等领域探索广泛而深入的合作，共同应对全球市场挑战，寻求把握未来产业机遇，持续强化 核心竞争力与全球行业影响力。 奥科宁克总部位于美国宾夕法尼亚州匹兹堡市，是全球领先的铝板、铝型材及创新建筑产品供应商，致 力于推动汽车、航空航天、商用运输、工业、包装及建筑与建造市场的进步。奥科宁克源自拥有百年历 史的 Alcoa Corporation（中文名：美国铝业公司），系美国铝业分拆后的美国上市公司，目前已退市。 奥科宁克在美国、加拿大、中国、德国、法国、英国、匈牙利都设有工厂，拥有全球一流铝加工核心工 艺和质量管控体系，尤其在航空航天领域技术突出——其研发的高强度铝合金材料广泛应用于商用 ...