Group 1 - Donghua Technology announced on February 4 the signing of a Strategic Cooperation Framework Agreement with Qinghai Dongtaijinaer Lithium Resources Co., Ltd. to establish a strategic partnership [4] - The cooperation will focus on the comprehensive development and utilization of the salt lake resources project at Dongtaijinaer Salt Lake, emphasizing complementary advantages, resource sharing, and win-win cooperation [4] - The signed agreement is classified as a routine production and operation contract and does not constitute a related party transaction [4]

福田汽车于2月4日发布2026年1月份各产品产销数据快报。数据显示，公司汽车产品2026年1月销量为55,553辆，去年同期为50,054 辆，本年累计销量同比增长10.99%；产量为67,126辆，去年同期为53,956辆，本年累计产量同比增长24.41%。 在细分产品方面，商用车领域，中型货车（含福戴）本月销量15,307辆，累计同比增长46.49%；轻型货车本月销量36,394辆，累计 同比增长0.1%；大型客车本月销量232辆，累计同比增长60%；中型客车本月销量190辆，累计同比增长54.47%；轻型客车本月销量 2,926辆，累计同比增长3.54%。 新能源汽车（包括纯电动汽车、氢燃料电池汽车、插电式混合动力汽车）本月销量7,813辆，累计同比增长10.07%。 此外，发动机产品（含福康）本月销量25,487台，累计同比增长9.66%。福田戴姆勒（福戴）重型货车2026年1月销量11,405辆，累 计同比增长69.14%；福田康明斯（福康）发动机2026年1月销量14,737台，累计同比下降7.1%。 乘用车本月销量504辆，累计同比大幅增长231.58%。 ...

Core Viewpoint - The acquisition by Shengxin Lithium Energy aims to enhance the company's lithium resource supply capability and improve self-sufficiency in lithium raw materials to meet the growing demand from the global electric vehicle and energy storage industries [3][4]. Group 1: Acquisition Details - Shengxin Lithium Energy announced the acquisition of a 13.93% stake in Huirong Mining from its affiliate for a cash consideration of RMB 125,970 million [3]. - Following the transaction, Shengxin Lithium Energy will hold 100% ownership of Huirong Mining through its subsidiaries [3]. - Huirong Mining's core asset is the Muzhong lithium mine in Sichuan, which has a confirmed Li₂O resource of 989,600 tons and an average grade of 1.62%, with an annual production capacity of 3 million tons [3]. Group 2: Valuation and Financial Arrangements - The total equity value of Huirong Mining was assessed at RMB 904,193.83 million, with the core asset's valuation at RMB 843,568.88 million as of the evaluation benchmark date of August 31, 2025 [3]. - The transaction price was determined based on the assessment results and mutual agreement between the parties involved [3]. - The payment for the acquisition is planned to be completed by December 31, 2026, funded through the company's own resources and potential acquisition loans [4]. Group 3: Strategic Implications - The acquisition is intended to strengthen the company's competitive position in the lithium salt industry and ensure a stable supply of lithium resources [4]. - The company plans to leverage its development experience in high-altitude regions of Sichuan to expedite the mining operations at the Muzhong lithium mine [4].

根据公告，《三方合作框架协议》旨在推动各方在AI服务器及机器人领域建立长期战略合作关系，共同加强在技术研 发、产品供应、市场推广及解决方案集成等方面的深度合作，以实现优势互补与共同发展。公告明确指出，该框架协 议项下的具体合作项目、金额、技术规格、商业模式等核心商业条款，均需以未来另行签订的专项协议为准。 与此同时，鸿富瀚与广东全景签订了《设备购销合同》。根据该合同，鸿富瀚将向广东全景提供搬运机器人、协作机 器人、充电机器人、新能源叉车及机器人模组与核心零件，合同含税总金额为人民币48,000万元。该合同金额约占鸿 富瀚2024年度经审计主营业务收入的59.68%。 据介绍，广东全景是一家以叉式机器人（AGV）研发与制造为核心的创新企业。江西协讯为上市公司立讯精密 （002475）旗下的全资孙公司，业务涵盖机器人ODM/JDM/OEM及智能仓储整体解决方案。鸿富瀚表示，两家公司均 依法存续且经营正常，具备良好的履约能力。 鸿富瀚于2月2日宣布与广东全景智能科技有限公司、江西协讯智能装备有限公司签署了《三方合作框架协议》，并与 广东全景智能科技有限公司签署了一份金额达4.8亿元的《设备购销合同》。 ...

Core Viewpoint - The company announced a delay in its fundraising project for the "Overseas R&D Production Base Construction Project," extending the expected completion date from December 2025 to March 2026 [2]. Group 1: Project Details - The project was initially scheduled to be operational by December 2025, but the timeline has been revised to March 2026 [2]. - As of December 31, 2025, approximately 138.25 million yuan has been invested in the project, with a funding utilization rate of 63.66% [2]. - The main structure of the project has been completed, and it is currently in the critical phase of internal decoration and equipment installation [2]. Group 2: Reasons for Delay - The delay is attributed to the high technical requirements and rigorous processes involved in subsequent internal decoration, equipment installation, and system debugging [2]. - The company emphasized that the delay is a prudent decision based on actual construction conditions and does not affect the project’s implementation subject, funding usage, or investment scale [2]. Group 3: Previous Adjustments - This is the second adjustment to the project timeline; the first delay occurred in July 2024 [3].

Core Insights - InnoPhase has completed significant design integration of its products on Google's AI hardware platform and signed a compliant supply agreement, reinforcing its leadership in the gallium nitride (GaN) industry [2] - The company plans to focus on high-growth areas such as AI servers and data centers, collaborating with industry partners to commercialize its products to meet ongoing market and customer demands [2] Company Overview - InnoPhase is a leader in GaN process innovation and power device manufacturing, setting industry benchmarks for device design and performance [2] - The company promotes a culture of continuous innovation, enhancing GaN performance and market adoption [2] - Its product line spans GaN process nodes from 15V to 1200V, covering low, medium, and high voltage areas, providing robust GaN solutions including wafers, discrete devices, integrated power ICs, and modules [2] Market Applications - InnoPhase's products, backed by a strong patent portfolio, are widely used in key sectors such as consumer electronics, automotive electronics, data centers, renewable energy, and industrial power supplies, driving the future of GaN technology [2]

| 产品名称 | | 生产(辆) | | | | 销售(辆) | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 本月 | 本月 | 本年 | 本年累计 本月 | | 本月 本年 | 本年累计 | | | | | 数量 | 同比增减 | 累计 | 同比增减 数量 | | 同比增减 累计 | 同比增减 | | | 汽车 汽车 整车 | 新能源 | | 36 -96. 63% | 36 | -96.63% 30 | | -98. 28% 30 | | -98. 28% | | 其他 | 车型 | 9, 344 | 1075. 35% | 9, 344 | 1075. 35% 7.089 | | 638. 44% 7.089 | | 638. 44% | | 合计 | | 9. 380 | 403. 49% | 9. 380 | 403. 49% 7.119 | | 162. 79% 7. 119 | | 162. 79% | 根据公告，2026年1月，公司汽车整车合计产量为9,380辆，同比增长403.49%；合计 ...

Core Insights - The company, Hanma Technology, reported significant growth in production and sales of new energy heavy trucks in January 2026, highlighting its strong performance in the new energy commercial vehicle sector [2][3]. Production and Sales Data - In January 2026, the total production of trucks (including incomplete vehicles) was 1,303 units, representing a year-on-year increase of 40.11% compared to 930 units in the same month last year [3]. - The total sales of trucks (including incomplete vehicles) reached 1,308 units, marking a year-on-year growth of 30.54% from 1,002 units [3]. - Specifically, the production of new energy heavy trucks was 1,085 units, showing a substantial year-on-year increase of 140.04% from 452 units [3]. - Sales of new energy heavy trucks amounted to 1,191 units, reflecting a remarkable year-on-year growth of 147.1% compared to 482 units [3]. Decline in Other Product Lines - The production of chassis assemblies decreased to 46 units, a decline of 77% from the previous year's 200 units [4]. - Sales of chassis assemblies fell to 27 units, down 86.5% from 200 units year-on-year [4]. - The production of alcohol-hydrogen power systems was 189 units, down 24.7% from 251 units last year [4]. - Sales of alcohol-hydrogen power systems decreased to 172 units, a decline of 58.05% compared to 410 units in the same period last year [4].

2月3日，江铃汽车发布了2026年1月份的产、销快讯数据。根据公告，2026年1月，江铃汽车总产量为27,919辆，同比增长 35.25%；总销量为26,825辆，同比增长25.59%。 分产品来看： 1、卡车产销增速最为突出：产量5,937辆，同比增长71.19%；销量5,721辆，同比增长59.54%。 2、SUV产量增长明显：产量11,208辆，同比增长42.67%；销量10,259辆，同比增长16.21%。 3、轻型客车销量增长较快：销量6,542辆，同比增长28.58%；产量6,202辆，同比增长11.53%。 4、皮卡产销保持稳定增长：产量4,572辆，同比增长21.66%；销量4,303辆，同比增长11.56%。 ...

富临精工于2月2日召开董事会，审议通过两项重要投资决议，旨在深化新能源产业布局、强化供应链协同，进一步提升公司在锂电正 极材料领域的综合竞争力。 同日，富临精工董事会亦审议通过了子公司江西升华与贵州大龙汇成新材料有限公司签订《项目投资合作协议》的议案。双方拟共同 投资设立合资公司，并以该公司为主体新建年产50万吨草酸亚铁项目。 合资公司注册资本为3亿元，其中江西升华出资2.7亿元，持股90%；大龙汇成出资0.3亿元，持股10%。该项目预计总投资15亿元，计 划于2026年9月30日前建成投产。根据协议，合资公司生产的全部草酸亚铁产品将由江西升华或其关联方包销。 公司表示，该项目旨在利用铜冶炼废渣生产草酸亚铁，满足公司高压实密度磷酸铁锂前驱体的需求，有利于保障上游原材料资源供应 和成本优化，夯实公司在磷酸铁锂正极材料行业的竞争力。 本次增资完成后，江西升华注册资本将由约18.09亿元增至约28.68亿元。富临精工持股比例由79.5719%降至64.3653%，宁德时代持股 比例由18.7387%提升至33%。江西升华仍为富临精工控股子公司，不会导致公司合并报表范围发生变化。 此次交易构成关联交易，因宁德时代此前 ...