Ge Long Hui
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文远知行─W(00800.HK):重视国内市场、深厚布局海外的L4平台型公司
Ge Long Hui· 2026-02-12 10:27
Core Insights - The company has established a strong competitive moat in technology, licensing, mass production capabilities, and operational capacity, with significant advancements in autonomous driving technology and regulatory approvals [1][2] Group 1: Technology and Innovation - The company has developed a universal technology platform called WeRide One, which integrates AI models, software algorithms, modular hardware design, and cloud architecture, showcasing high versatility and scalability [1] - The recent launch of WeRide GENESIS has significantly enhanced the company's autonomous driving algorithms' ability to handle complex real-world scenarios, improving iteration efficiency and reducing the time and cost of traditional road testing [1] Group 2: Licensing and Regulatory Approvals - The company has achieved a first-mover advantage in licensing, having obtained autonomous driving licenses in eight countries, including China, UAE, Singapore, France, the USA, Saudi Arabia, Belgium, and Switzerland, by 2025 [1] Group 3: Fleet and Operational Capacity - As of January 12, 2026, the company's global Robotaxi fleet has reached 1,023 vehicles, with approximately 200 units deployed in the Middle East, aiming for tens of thousands of Robotaxis by 2030 [1] - The company is actively expanding its presence in the domestic Robotaxi market, with operations in major cities like Beijing, Guangzhou, and Shanghai, and plans to introduce autonomous taxi services in Shanghai by July 2025 [2] Group 4: Global Expansion Strategy - The company has a robust global expansion strategy, with plans to increase its Robotaxi fleet in the Middle East from 200 to 500-1,000 vehicles by 2026, and is set to launch a fully autonomous commercial operation in Abu Dhabi with Uber by November 26, 2025 [2] Group 5: Market Position and Future Prospects - The company employs a platform strategy in its L4 business, leveraging its success in autonomous taxi development to explore other autonomous vehicle solutions, including minibuses and freight vehicles [2] - By August 2025, the company is projected to hold a 36% market share in the global autonomous minibus market, ranking first based on revenue [2] Group 6: Financial Projections - The company forecasts net losses of 1.69 billion yuan, 1.37 billion yuan, and 1.10 billion yuan for the years 2025 to 2027, with corresponding EPS of -1.65 yuan, -1.33 yuan, and -1.07 yuan [3]
亿仕登控股(01656.HK)拟2月27日举行董事会会议审批年度业绩
Ge Long Hui· 2026-02-12 10:25
格隆汇2月12日丨亿仕登控股(01656.HK)宣布,公司谨订于2026年2月27日(星期五)举行董事会会议,藉 以(其中包括)考虑及批准公司及其附属公司截至2025年12月31日止年度之未经审核综合财务业绩以供发 布及考虑建议派发末期股息(如有)。 ...
华培动力:拟购买美创智感100%股权 A股股票2月13起停牌
Ge Long Hui· 2026-02-12 10:22
格隆汇2月12日丨华培动力(603121.SH)公布,公司拟通过发行可转换公司债券及支付现金方式,购买无 锡晟熠产业投资合伙企业(有限合伙)(以下简称"无锡晟熠")持有的美创智感(无锡)科技有限公司 100%股权,并向不超过35名特定投资者发行股份募集配套资金(以下简称"本次交易")。根据《上市 公司重大资产重组管理办法》和《上海证券交易所股票上市规则》等相关法规的规定,本次交易预计构 成关联交易,构成重大资产重组,但不构成重组上市。本次交易不会导致公司控股股东、实际控制人变 更。 因本次交易尚处于筹划阶段,有关事项存在不确定性,为了维护投资者利益,避免造成股价异常波动, 根据上海证券交易所相关规定,经公司申请,公司A股股票自2026年2月13日(星期五)开市起开始停 牌,预计停牌时间不超过10个交易日。 ...
海吉亚医疗(06078.HK)2月12日耗资199.4万港元回购14万股
Ge Long Hui· 2026-02-12 10:18
Group 1 - The company, Haijia Medical (06078.HK), announced a share buyback on February 12, 2023, spending HKD 1.994 million to repurchase 140,000 shares at a price range of HKD 14.22 to 14.27 per share [1]
长风药业(02652.HK)2月12日耗资58万港元回购1.65万股
Ge Long Hui· 2026-02-12 10:18
格隆汇2月12日丨长风药业(02652.HK)公告,2月12日耗资58万港元回购1.65万股。 ...
首佳科技(00103.HK)2月12日耗资8.6万港元回购3.2万股
Ge Long Hui· 2026-02-12 10:18
Group 1 - The company, 首佳科技 (00103.HK), announced a share buyback on February 12, 2026, spending HKD 86,000 to repurchase 32,000 shares [1] - The buyback price ranged from HKD 2.67 to HKD 2.76 per share [1]
小米集团-W(01810.HK)2月12日耗资1.48亿港元回购405万股

Ge Long Hui· 2026-02-12 10:18
格隆汇2月12日丨小米集团-W(01810.HK)公告,2月12日耗资1.48亿港元回购405万股。 ...
中国氮肥工业协会:有关方大肆炒作尿素指导价上涨预期 请行业参与者不传谣、不信谣
Ge Long Hui· 2026-02-12 10:18
格隆汇2月12日|中国氮肥工业协会发布关于市场炒作尿素指导价的说明称,尿素指导价是协会以促进 国内尿素保供稳价为宗旨,以稳定尿素市场预期为目标,综合考虑行业上下游情况提出的指导性价格建 议。近期,尿素市场有关参与方大肆炒作尿素指导价上涨预期,引发市场波动,该行为严重影响尿素市 场稳定,不符合尿素指导价稳定市场的初衷。长期看,尿素价格以稳为主。请行业参与者以协会公开发 布的信息为准,不传谣、不信谣,共同维护尿素市场稳定。 ...
光正眼科:子公司拟对成都新视界增资3000万元
Ge Long Hui· 2026-02-12 10:18
格隆汇2月12日丨光正眼科(002524.SZ)公布,公司全资子公司上海光正新视界眼科医院投资有限公司 (简称"光正新视界")拟对其下属全资子公司成都新视界眼科医院有限公司(简称"成都新视界")增资 3,000万元,增资后成都新视界注册资本为4,000万元。增资后,公司对上述下属公司的持股比例仍为 100%。 ...
光弘科技(300735.SZ):并未从事芯片封装相关业务
Ge Long Hui· 2026-02-12 10:14
格隆汇2月12日丨光弘科技(300735.SZ)在互动平台表示,公司是专业的EMS(电子制造服务)供应商, 目前并未从事芯片封装相关业务。 ...