格隆汇2月16日丨网易云音乐(09899.HK)公告，2月16日耗资1499.5万港元回购9.2万股。 ...

高盛就港交所(0388.HK)发研报称，该公司股价年初至今持平，表现落后于恒生指数。这反映投资者对 证监会指出上市文件质素下降后，新股上市的步伐的忧虑；以及考虑到日均成交额基数相对较高及投资 收益下降，2026财年盈利增长前景温和对估值的忧虑。该行维持港交所"买入"评级，目标价546港元不 变。 ...

央视马年春晚节目单正式揭晓。随后问界汽车官方发布"手到福来"海报，预示着问界M9大概率会在 《手到福来》这一节目中亮相。去年春晚问界M9呈现的科技灯光秀让大家记忆犹新，如今连续第三年 登上春晚舞台，节目创意再次引发网友期待。 ...

财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 格隆汇2月16日｜据不完全统计，截至目前，总台春晚已官宣的合作伙伴已超20家，覆盖智能出行、人 工智能机器人、白酒等多个领域。在机器人与AI领域，2026年总台春晚官宣了宇树科技、火山引擎、 银河通用、松延动力、魔法原子、追觅科技等企业为合作伙伴。字节跳动旗下人工智能公司火山引擎和 大模型豆包均与2026年总台春晚达成合作。在上述总台春晚合作伙伴中，有8家上市公司，分别是五粮 液、洋河股份、古井贡酒、长城汽车、江淮汽车、快手-W、哔哩哔哩-W和名创优品。其中，3家为白 酒企业，2家车企，2家视频平台，1家为潮玩企业。 ...

格隆汇2月16日｜上汽集团与JSW集团在印度的合资企业JSW MG汽车公司计划投资3.3亿至4.4亿美元， 投资旨在扩大工厂产量，并推出包括混合动力和电动车型在内的新车型。 ...

Core Viewpoint - Delanminghai has submitted its IPO application to the Hong Kong Stock Exchange, marking its entry into the global capital market amid a transition in China's energy storage industry from rapid growth to a more refined approach [1]. Group 1: Brand Strategy and Market Position - Delanminghai has established a strong brand strategy with its BLUETTI brand, leading to significant revenue growth, with projected revenues of 1.777 billion RMB in 2023 and 2.174 billion RMB in 2024, reflecting year-on-year growth rates of 22.4% and 3.3% respectively [2]. - The company ranks fourth globally among portable energy storage suppliers, holding a 6.6% revenue share and a 7.5% shipment share in 2024, indicating its position in the first tier of the industry [2]. - The adjusted net profit for 2024 is expected to be 20.09 million RMB, with a substantial increase of 73.1% to 25.35 million RMB in the first three quarters of 2025, surpassing the entire profit of 2024 [2]. Group 2: Technological Innovation and R&D - Delanminghai invests heavily in R&D, with expenditures of 128 million RMB, 138 million RMB, and 129 million RMB in 2023, 2024, and the first three quarters of 2025 respectively, maintaining a stable investment level [5]. - The company has developed a comprehensive technology stack, focusing on core technologies such as Battery Management Systems (BMS), Power Conversion Systems (PCS), and Energy Management Systems (EMS), which are essential for energy storage solutions [5]. - Delanminghai holds 847 valid patents, including 308 invention patents, showcasing its strong innovation capabilities in the portable energy storage sector [6]. Group 3: Global Market Expansion - The company has established 30 subsidiaries globally and operates 22 service centers in 17 countries, providing 24/7 multilingual support and employing over 400 local marketing personnel [7]. - Revenue is primarily concentrated in the Americas, Europe, and Asia (excluding mainland China), with these regions contributing over 80% of total revenue in the first three quarters of 2025 [7]. - Delanminghai is diversifying its production capacity by collaborating with a third-party factory in Indonesia to produce portable energy storage products for the U.S. market, with an output of 125,700 units from May to September 2025 [9]. Group 4: Customer Diversification - The revenue contribution from the top five customers has decreased from 11.0% to 6.4% from 2023 to the first three quarters of 2025, indicating a broader and more diverse customer base [10]. - This shift reflects the company's successful penetration into the global consumer market, driven by repeat purchases and positive word-of-mouth [10]. Group 5: Future Outlook - The IPO represents an opportunity for Delanminghai to showcase its established global brand-building system and competitive advantages in technology innovation and localization to the international capital market [11]. - The company is positioned to benefit from the growing demand in the user-side energy storage sector, with a projected market size of $99 billion by 2029 and a CAGR of 25.9% from 2024 to 2029 [4].

| 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | | | 持有權益的股份數目 佔已發行的 有關事件的日期相 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 理 | 原因 | Pro mission | | | (語參閱 亦 * 註 | 有投票權版 (日 / 月 / 年) | 樓 | | | | | | | | | 份自分显 | | | | | | | | | | 1 % 1 | | | CS20260212E00534 | JPMorgan Chase & Co. | 1101(L) | | 942,132(L) | HKD 116.0887 | 35.774.187(L) | 7.00(L)09/02/2026 | | | | | | | | | 7,702,262(S) | 1.50(S) | | | | | | | | | 22,506,002(P) | 4.40(P) | | 格隆汇2月16日丨根据联交所最新权益披露资料显示，2026年2月9日，药明康德(02 ...

格隆汇2月16日丨根据联交所最新权益披露资料显示，2026年2月9日，中国船舶租赁(03877.HK)获JPMorgan Chase & Co.以每股均价2.1798港元增持好仓 1023.73万股，涉资约2231.52万港元。 | 麦格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | | | 持有權益的股份數目 佔已發行的 有關事件的日期相 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 股份或信 | | | 語參閱 上犹 · | 有投票權发(目 / 月 / 年) | | | | | | | | | 行 = 2 0 0 7 | | | | | | | | | 96 | | CS20260212E00536 | JPMorgan Chase & Co. | 1001(L) | | 10,237,289(L) | HKD 2.1798 | 317.271.740(L) | 5.11(L)09/02/2026 | | | | 1403(S) | | 200.000(S) | | 286, ...

增持后，JPMorgan Chase & Co.最新持好仓数目为2832.804万股，持好仓比例由6.99%上升至7.01%。 格隆汇7月21日丨根据联交所最新权益披露资料显示，2025年7月16日，赣锋锂业(01772.HK)获JPMorgan Chase & Co.以每股均价24.1323港元增持好仓11.39万股，涉资约2774.85万港元。 ...

增持后，JPMorgan Chase & Co.最新持好仓数目为131,240,860股，持好仓比例由4.57%上升至5.15%。 格隆汇2月16日丨根据联交所最新权益披露资料显示，2026年2月10日，阜博集团(03738.HK)获JPMorgan Chase & Co.以每股均价5.1537港元增持好仓1492.43万股，涉资约7691.53万港元。 | 大船東/鹽島/產著行設入員名 作出張國的 買入/ 寶出或者及的 輕胞的平均價 | | | | | | 持有權益的股份數目 估已發行的 有關康在的日期相關 5國股份 機權維護 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | FE REE | | | 商品用服装 | 突放黑量发(日/月/年) 催益 | | | | | | | | 荷自分比 | | | | Support of the large of consideration of the list of t | CS20260213E00240 | of each of each of the course of | of Shil ...