天眼查App显示，近日，武汉壹捌壹零企业管理有限公司发生工商变更，注册资本由38亿人民币增至53 亿人民币，增幅约39%。 武汉壹捌壹零企业管理有限公司成立于2021年11月，法定代表人为林世伟，经营范围为企业管理、企业 管理咨询、信息咨询服务。股东信息显示，该公司由小米科技有限责任公司全资持股。 ...

Group 1 - Sichuan Chengde High-tech Innovation Venture Capital Partnership (Limited Partnership) has been established with a total investment of 620 million RMB [1] - The executive partner is Beijing Yamei Hezhong Investment Management Co., Ltd. [1] - The investment scope includes venture capital, with contributions from Chengdu High-tech Strategy Source Qihang Equity Investment Fund Partnership (Limited Partnership), Dongtu Technology (300353), and Furuimei Medical (300049) [1]

1月30日—31日，中关村论坛系列活动——AI+能源发展大会在北京中关村会议中心举行，300多位政府部门代表、能源领域院士专家及产业链企业同仁齐聚 一堂，共探AI与能源产业融合发展新路径。海辰储能AI研究院院长徐晓卓围绕"以智促能构建AI+能源新质生产力"主题发表主旨分享。徐晓卓立足海辰储能 深耕储能领域的实践经验，抛出"储能与AI双向赋能、互相成就"的核心观点，详细拆解AIDC用电痛点的破解之道，为行业发展提供了极具价值的参考。 徐晓卓开篇即明确分享核心：海辰储能作为专注储能领域的企业，对"AI+能源"的理解，核心是"双向奔赴"——既以优质储能解决方案赋能AI产业发展，也 以AI技术驱动自身提质增效。他首先聚焦AI产业的核心基础设施——AIDC(人工智能数据中心)，精准拆解其面临的五大用电痛点。 结合海辰储能的实践成果，徐晓卓认为，长时储能的落地，离不开核心技术的支撑。他介绍，海辰储能三年前已布局长时储能领域，随着电芯技术迭代，已 发布全球首款千安时长时储能专用电池磷酸铁锂储能电芯、全球首款原生8小时时长时储能电芯及系统长储能专用电芯，并将其应用于6.9MWh千安时电芯 储能系统。该系统凭借大电芯优势，实现 ...

Group 1 - The establishment of Beijing Yuanzheng Intelligent Technology Co., Ltd. has been officially registered, with a legal representative named Liu Guanquiao and a registered capital of 5 million RMB [1] - The company's business scope includes engineering and technology research and experimental development, IoT application services, AI basic software development, software development, and automotive parts research and development [1] - Beijing New Energy Automobile Co., Ltd. holds 100% ownership of the newly established company [1]

Core Viewpoint - The report highlights a significant acceleration in capital expenditures driven by AI among major US cloud service providers, which is expected to benefit the computing materials market substantially [1][2]. Group 1: Capital Expenditure Trends - Major US cloud service providers are increasing their capital expenditures significantly, with Meta projecting a capital expenditure of $115 to $135 billion for 2026, representing a year-over-year increase of 73%, focusing on superintelligent labs and AI infrastructure [1][2]. - Alphabet (Google's parent company) anticipates capital expenditures of $175 to $185 billion for 2026, with a year-over-year increase of 97%, primarily for AI functionality optimization and cloud infrastructure expansion [2]. - Amazon expects capital expenditures of approximately $200 billion for 2026, reflecting a year-over-year increase of 52% [2]. - Microsoft indicates that short-term assets (CPU and GPU servers) will constitute about two-thirds of its capital expenditures [2]. - All four major US cloud service providers expect to face supply constraints for critical computing resources in 2026, necessitating accelerated investments and optimized capacity configurations to meet rising demand [2]. Group 2: Transition in Electronic Fabric Production - Traditional electronic fabric production is shifting towards low-dielectric electronic fabric production, with companies like Taiyo stopping the production of certain E-glass electronic fabric series due to market structure changes and special product demand adjustments [3]. - The demand for Low-Dk electronic fabric is increasing, leading to a gradual reduction in the production of traditional E-glass products, with plans to cease production of specific series by 2026 [3]. Group 3: Price Trends in Electronic Fabrics - Prices for traditional electronic fabrics and low-dielectric electronic fabrics are expected to rise, with Showa Denko announcing price increases of over 30% for CCL and PCB due to tight supply and demand for raw materials [3]. - E-glass prices have already seen a 15% increase in January, with an expected further rise of 10-15% in February, while new price negotiations for Low-Dk fabrics aim for a 20% increase [3]. - The supply-demand mismatch, driven by high demand for high-end low-dielectric electronic fabrics, is leading to a contraction in traditional electronic fabric production and subsequent price increases [3]. Group 4: Investment Recommendations - The company remains optimistic about the continued growth in capital expenditures in the computing market, which is expected to drive technological iterations and demand growth, benefiting the computing materials market [4]. - The transition from traditional electronic fabric production to low-dielectric electronic fabric production is seen as a critical juncture, with anticipated price increases for both types of fabrics [4]. - Companies to watch include Zhongcai Technology, International Composites, Honghe Technology, and Feilihua [4].

福特方面称，虽然公司一直试图获得电动车盈利，但由于美国7500美元电动车税收抵免已于2025年9月 30日正式终止，消费者的需求受到了抑制，这让美国电动车市场与车企转型都遭受了冲击。 其次，2025年，福特汽车关键铝材供应商诺贝丽斯的工厂发生了两场大火，预计到今年5月～9月才能全 面复产，这直接影响着福特汽车重要销量来源的F-150系列皮卡，让福特汽车不得不为F-150系列皮卡购 买外国制造的铝材。这也意味着，福特汽车需要为进口铝材支付高额关税，产生高于预期的生产成本。 再次，关税成本同样影响了福特的盈利。除了上述提到的F-150系列皮卡零部件进口关税，福特汽车首 席财务官雪莉·豪斯表示，去年年底，公司支付了一笔关税账单，损失了约9亿美元的储蓄。她说："我 们在2025年底很晚的时候才收到特朗普政府的通知，由于沟通较晚，这笔9亿美元的支出已无法避 免。"2025年，福特汽车的关税成本约为20亿美元。 福特汽车CEO吉姆·法利（Jim Farley）表示，公司将继续削减成本并努力生产具有全球竞争力的车型。 根据规划，福特计划生产更多高利润的SUV和皮卡，今年的业绩将表现强劲。 来源：第一财经 继Stellant ...

"没想到提前接好了电，还帮助检查直播设备，太方便了……"2月9日，在金昌市龙腾里便民农贸市场，摊主桑庭 栋对国家电网甘肃电力(镍都金雁)连心桥共产党员服务队队员杨谦、师维龙上门用电服务时说道。 金昌市金川区"赶大集.迎新春.享年味"龙腾里便民农贸市场第一届年货节正式拉开帷幕，金昌新供销合作农业发展 有限公司以"场外日用百货+场内金昌特产"双区联动模式，搭配"线下体验+线上导购"创新服务，让市民在一站式 采购中感受浓郁年味与供销温情。 为满足多元用电需求，国网金昌供电公司推出"一企一策、一摊一保"定制化服务：为场内展销中心配备专属客户 经理，提供全流程指导；为场外摊位发放"安全用电便民卡"，印上24小时服务热线与处置指南。针对商户用电知 识薄弱问题，服务团队开展"一对一"上门宣讲，发放宣传手册300余份，解答咨询150余人次。同时依托配网智能 监测系统，运用无人机"天地联动"巡检，实现故障精准定位与快速响应，将抢修时间压缩至30分钟内。 为保障这场民生盛会电力供应安全稳定，该公司秉持"人民电业为人民"宗旨，以提前介入、精准对接、全程守护 的优质服务，为年货节注入"满格电力"，用专业与贴心护航每一份团圆期盼。在年 ...

1.22025年有色金属行业产值利润基本反映价格趋势 业绩表现基本反映价格趋势。2025年有色金属采选业累计营收4247.4亿元，同比+12.7%，营业利润累计 1248.7亿元，同比+36.1%；固定资产投资增长累计41.8%。 1.12025年主要有色金属价格，宏观与地缘政治扰动成为主因 2025年受到关税和美联储降息预期的波动，以及地缘环境下战略金属政策等影响，有色金属价格除铅、 中重稀土基本出现普涨。 大类涨跌幅来看，贵金属涨幅居前(＞100%)，小金属涨幅(≈78%，分化明显)，工业金属(≈30%)。 具体品种来看，2025年钨价涨幅领先达到343%，COMEX黄金白银分别上涨81%、178%；铜、锡上涨 51%、67%，氧化镨钕涨幅达到97%，氧化镝跌幅较大。 五矿证券近日发布2026年有色金属趋势展望：有色金属冶炼及压延加工业累计营收97733.9亿元，同比 +14%，利润总额同比+22%。金属价格上涨带动行业利润提升，采选业利润增幅最大，冶炼压延加工利 润增长与实际加工费下降相左，主要考虑部分冶炼企业拥有自有矿山。 以下为研究报告摘要： 1.2025年有色金属——关税影响、降息预期与战略金属价 ...

Group 1 - The core point of the article is that Kuaishou Intelligent Cloud (Ulanqab) Technology Co., Ltd. has increased its registered capital from 250 million RMB to 1.95 billion RMB, representing a 680% increase [1] - The company was established in May 2020 and is wholly owned by Kuaishou Technology [1] - The business scope of the company includes telecommunications operations, internet cultural activities, internet platform services, internet security services, internet data services, software and information technology services, intelligent design consulting and transformation, and enterprise management consulting [1]

天眼查App显示，近日，苏州中生未来股权投资基金合伙企业(有限合伙)成立，执行事务合伙人为易方 达私募基金管理有限公司，出资额7亿人民币，经营范围为以私募基金从事股权投资、投资管理、资产 管理等活动。合伙人信息显示，该合伙企业由中金资本旗下横琴粤澳深度合作区产业投资基金(有限合 伙)、易方达私募基金管理有限公司、常熟市吴越产业投资集团有限公司等共同出资。 ...