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中国重汽:2026年1月全国新能源重卡新增销量达2.06万辆
Core Viewpoint - The Chinese heavy-duty truck market, particularly in the new energy segment, is experiencing robust growth driven by government subsidies for trade-ins, sustained market demand, and the operational cost advantages of electric heavy trucks [1] Industry Summary - The new energy heavy truck market in China is in a high-growth phase supported by both "policy support" and "technological innovation" [1] - According to statistics from the First Commercial Vehicle Network, the new energy heavy truck sales in January 2026 reached 20,600 units, representing a significant year-on-year increase of 184% [1] Company Summary - The company plans to continue deepening its involvement in the new energy heavy truck sector, closely following technological developments and market trends [1] - The company aims to enhance product competitiveness and market responsiveness to achieve higher quality and more sustainable business growth [1]
林洋能源:公司将基于现有的“开发+EPC+运维”一体化能力,更加积极地探索和优化各类业务合作与盈利模式
Core Viewpoint - The company emphasizes the necessity of having comprehensive energy solution capabilities, financing, and long-term stable project operation and asset management capabilities [1] Group 1 - The company plans to leverage its existing integrated capabilities of "development + EPC + operation and maintenance" to actively explore and optimize various business collaborations and profit models [1] - The company is committed to providing clients with full-cycle and diversified services from project to asset [1]
春晖智控:关于聘任公司副总经理的公告
证券日报网讯 2月11日,春晖智控发布公告称,公司第九届董事会第十四次会议于2026年2月11日审议 通过,聘任杨铭添先生为公司副总经理,任期自本次董事会审议通过之日起至第九届董事会任期届满之 日止。 (编辑 袁冠琳) ...
银轮股份:公司有信心在全球头部液冷客户、头部电力能源客户、头部具身智能客户等关键领域实现重点突破
Core Viewpoint - The company is committed to strengthening its global strategic layout and enhancing its core competitiveness in overseas markets, with confidence in achieving breakthroughs in key areas such as top liquid cooling clients, top power energy clients, and top embodied intelligence clients [1] Group 1 - The company aims to continuously solidify its global strategy [1] - The company expects significant enhancement in growth momentum and performance elasticity as new businesses accelerate and scale gradually release [1]
银轮股份:公司结合行业趋势与自身发展,将业务划分为四大板块
Core Viewpoint - The company has segmented its business into four major sectors: Automotive, Power Energy, Digital Energy (AI Liquid Cooling), and Embodied Intelligence, aligning with industry trends and its own development strategy [1] Group 1: Automotive Sector - The automotive business serves as the company's foundation, covering both passenger and commercial vehicles. It is expected to maintain steady growth due to market share enhancement, increased product value, and high growth in overseas markets [1] Group 2: Power Energy Sector - The power energy sector is benefiting from explosive growth in overseas AI data centers, with downstream clients continuously expanding diesel (including backup and power generation) and gas generator units. The company has entered mass production for diesel generator cooling and is preparing capacity for gas generator-related businesses. The high product value in this sector, combined with a long-term power supply shortage in North America, is expected to provide significant growth potential [1] Group 3: Digital Energy (AI Liquid Cooling) Sector - This sector focuses on four application areas: data centers, energy storage, charging and swapping, and low-altitude economy, with data center liquid cooling products at its core. The company is advancing product testing and capacity planning with leading global liquid cooling clients, and several key projects have shown positive progress. This sector is anticipated to experience rapid growth over the next 2-3 years [1] Group 4: Embodied Intelligence Sector - The company has defined a product layout of 1+4+N, where 1 represents a comprehensive understanding of the entire system to meet customer needs. The 4 refers to four types of assembly products: rotary joint modules, actuator modules, dexterous hand modules, and thermal management modules. N includes various components supporting these four modules, such as motor modules, micro motors, body structure parts, and heat exchangers. The company has established collaborations with key clients, with some product categories already in supply and others in development [1]
南极电商:关于证券事务代表离职的公告
证券日报网讯 2月11日,南极电商发布公告称,公司董事会于近日收到公司证券事务代表钱商勇先生递 交的书面辞职报告。钱商勇先生因个人原因辞去公司证券事务代表的职务,其辞职报告自送达公司董事 会之日起生效。钱商勇先生离任后将不再担任公司任何职务。截至本公告披露日,钱商勇先生未持有公 司股份。 (编辑 袁冠琳) ...
粤电力A:在建大南海、云河等气电装机约294.2万千瓦
Core Viewpoint - The company, Guangdong Electric Power A, has outlined its construction plans for coal and gas power generation capacity, indicating significant future investments in energy infrastructure [1] Group 1: Coal Power Generation - As of the end of 2025, the company has 5 million kilowatts of coal power generation capacity under construction [1] - Approximately 3 million kilowatts of this capacity is expected to be operational within 2026, with the remainder anticipated to come online in 2027 [1] Group 2: Gas Power Generation - The company has around 2.942 million kilowatts of gas power generation capacity under construction, including projects like Dannan Sea and Yunhe [1] - About 970,000 kilowatts of the gas capacity is projected to be operational in 2026, with the rest expected to be completed in 2027 [1] Group 3: Project Timeline - The actual commissioning dates for the projects may vary based on construction progress [1]
粤电力A:将继续着力控制燃料采购成本 优化电力市场交易策略 严控各项成本费用
证券日报网2月11日讯 ,粤电力A在接受调研者提问时表示,根据广东电力交易中心公布数据,2026年 度广东电力市场双边协商成交均价进一步下降,公司仍面临较大经营压力,未来公司将继续着力控制燃 料采购成本,优化电力市场交易策略,严控各项成本费用,争取改善经营业绩。 (编辑 姚尧) ...
粤电力A:2025年度公司燃煤机组上网电价同比显著下行
证券日报网2月11日讯 ,粤电力A在接受调研者提问时表示,2025年度,由于电力市场竞争加剧及相关 政策调整,公司燃煤机组上网电价同比显著下行,对全年营业收入形成较大压力;燃煤价格下降对公司 控制成本产生一定积极作用,但未能抵销电价下降对利润的不利影响,燃煤机组平均发电毛利同比下 降。 (编辑 姚尧) ...
粤电力A:将密切关注煤炭市场价格走势 积极加强市场研判和煤炭采购管理
证券日报网2月11日讯 ,粤电力A在接受调研者提问时表示,公司通过持股比例50%的合营企业广东省 电力工业燃料有限公司进行煤炭燃料采购,2025年度国内煤及进口煤的采购比例均约为五成,进口煤以 印尼煤为主;未来公司将密切关注煤炭市场价格走势,积极加强市场研判和煤炭采购管理。 (编辑 姚尧) ...