格隆汇2月12日丨嘉麟杰(002486.SZ)在互动平台表示，公司尚未开展2026年米兰冬奥会面料供应相关合 作。 ...

Core Insights - ByteDance officially launched the next-generation video creation model Seedance 2.0, which features a unified multimodal audio-video generation architecture that supports text, images, audio, and video inputs [1][2] - Compared to version 1.5, Seedance 2.0 significantly enhances generation quality, particularly in complex interactions and motion scenarios, with improved physical accuracy, realism, and controllability [1] Group 1 - The model demonstrates higher usability in complex scenes, achieving state-of-the-art (SOTA) levels in multi-agent interactions and complex motion scenarios due to its excellent motion stability and physical restoration capabilities [1] - The multimodal capabilities are significantly strengthened, allowing users to input up to 9 images, 3 videos, 3 audio clips, and natural language instructions simultaneously, breaking traditional boundaries in video generation [1] - The controllability of video generation has been greatly improved, with enhanced instruction adherence and consistency, enabling users to easily manage the entire video creation process [1] Group 2 - The model supports high-quality multi-shot audio-video output for 15 seconds and features dual-channel audio capabilities, achieving highly realistic audiovisual effects [2] - The integrated reference and editing capabilities can significantly reduce content production costs in various sectors, including film, advertising, e-commerce, and gaming [2]

Core Insights - WeRide and Uber have officially launched the first Robotaxi commercial operation service in downtown Abu Dhabi, marking the deployment of autonomous vehicles in the city center [1] - The Robotaxi service now covers approximately 70% of Abu Dhabi's core areas, with a fourfold increase in fleet size since the service began in December 2024 [1] Group 1: Service Expansion - The Robotaxi service area has been extended to include Khalifa City, Masdar City, Rabdan, and the Corniche Road area leading to the Sheikh Zayed Grand Mosque, connecting key landmarks and popular hotels [2] - The service aims to enhance urban connectivity and convenience in Abu Dhabi, supporting the UAE's vision for smart mobility [4] Group 2: Operational Details - Passengers can access the WeRide Robotaxi GXR through Uber Comfort or Uber X options, with a dedicated "Autonomous" category available in the Uber app [4] - Currently, each Robotaxi is equipped with a safety operator, with plans to transition to fully autonomous operation in phases [4] Group 3: Market Position and Future Plans - WeRide has deployed over 200 Robotaxis in the Middle East and plans to expand the fleet to thousands in the coming years [5][6] - By February 2026, WeRide and Uber aim to deploy at least 1,200 Robotaxis across Abu Dhabi, Dubai, and Riyadh [6] - WeRide has maintained a competitive edge in Abu Dhabi since 2021 and became the first company in the UAE to obtain a national-level autonomous driving license in 2023 [8]

格隆汇2月12日丨银禧科技(300221.SZ)在互动平台表示，公司目前没有可用MLCC被动元件的产品和材 料。 ...

格隆汇2月12日丨银禧科技(300221.SZ)在互动平台表示，公司目前只有用于覆铜板的PPO材料，没有用 于6G通信的材料。 ...

Core Viewpoint - Nomura's report indicates that WuXi Biologics has announced a profit forecast, expecting a 16.7% year-on-year revenue growth to 21.8 billion yuan in 2025, slightly above the market expectation of 21.5 billion yuan [1] Revenue and Profit Forecast - The gross margin is expected to improve by 5 percentage points year-on-year to 46%, also exceeding the market expectation of 43% [1] - Net profit and profit attributable to shareholders are projected to grow by 45.3% and 46.3% year-on-year, reaching 5.7 billion yuan and 4.9 billion yuan, respectively, surpassing market expectations of 4.8 billion yuan and 4.4 billion yuan [1] - For the second half of 2025, revenue is estimated to grow by 17.2% year-on-year to 11.8 billion yuan, with profit growth of 38%, both exceeding market expectations [1] Management Insights - Management attributes the growth to optimistic performance in research service revenue and an increase in projects entering later stages due to enhanced service capabilities [1] Target Price Adjustment - Nomura has raised its target price from 37.36 HKD to 50.54 HKD, maintaining a "Buy" rating [1]

大行评级丨里昂：百威亚太去年第四季度业绩大致符预期，评级"跑赢大市" 百威亚太(01876.HK)：2025 财政年度收入57.64亿美元，建议派付股息每股5.66美分 相关事件 里昂发表研报指，百威亚太去年第四季度业绩大致符预期，期内有机收入按年减4%，有机常规化 EBITDA按年跌25%，大致符合该行预期与市场共识。净亏损高于预期，因税务支出高于预期。中国市 场仍拖累业绩，营收下降11%，销量跌幅已连续收窄，但因投资支持居家渠道及产品组合变化未能利 好，平均售价面临压力。另一方面，韩国与印度市场表现稳健。股息符合预期。里昂予百威亚太目标价 9港元，评级"跑赢大市"，需关注的重点为宏观政策、居家渠道发展及营销预算。 ...

Core Viewpoint - Jintongling Technology Group Co., Ltd. has resumed trading after completing a capital reserve conversion and rights issue, indicating a positive outlook for its restructuring efforts [1] Group 1: Company Actions - Jintongling has completed a capital reserve conversion and rights issue, leading to the resumption of trading [1] - Huitongda Network has become the industrial investor in Jintongling's restructuring, acquiring 710 million shares at a price of 1.3996 yuan per share [1] Group 2: Market Reaction - The stock of Jintongling experienced active trading, with a peak increase of over 16% during the day [1] - The market's response reflects a significant valuation gap compared to Huitongda's investment cost, indicating positive expectations for Jintongling's restructuring prospects [1]

贝伦贝格将诺和诺德目标价从415丹麦克朗下调至360丹麦克朗。 ...

格隆汇2月12日丨罗曼股份(605289.SH)涨6.52%，报81.560元，股价创历史新高，总市值88.91亿元。 ...