Group 1 - The A-share CPO concept continues to weaken, with significant declines observed in various companies [1] - Changxin Bochuang experienced a drop of over 10% [1] - TeFa Information hit the daily limit down [1] Group 2 - Guangku Technology, Jieput, Tengjing Technology, Taicheng Light, and Tianfu Communication all fell by over 5% [1]

Group 1 - Berenberg has lowered the target price for Mercedes-Benz from €63 to €60 [1]

2月13日，深圳市海柔创新智能科技集团股份有限公司(以下简称"海柔创新")正式向香港联合交易所递交 上市申请书，联席保荐人为高盛(亚洲)及中信证券(香港)。 按照规划，海柔创新此次IPO募集资金将主要用于深化技术研发、升级解决方案、完善全球供应链布局 等，旨在进一步巩固其在高速增长的箱式仓储机器人(ACR)赛道中的全球领导者地位。 规模和盈利显著改善：海柔创新的总收入从2023年的8.07亿元同比大幅增长68.6%，至2024年的13.60亿 元，在全球前三大ACR公司中增速最快。至2025年前九个月，其总收入已达12.63亿元。收入增长的同 时，其盈利能力亦同步增强，毛利率从2023年的16.0%提升至2024年的26.3%，2025年前九个月进一步 达到28.9%。 市场前景广阔：ACR因柔性强、效能高、投资回收期短，已成为仓储自动化领域增长最快的解决方 案。据灼识咨询预测，2024年至2030年全球ACR解决方案市场规模年复合增长率达65.7%，2030年将达 910亿元；渗透率预计将从2024年的2.6%提升至2030年的22.7%。 海柔创新成立于2016年，总部位于深圳。招股文件显示，海柔创新是A ...

格隆汇2月13日丨长华化学(301518.SZ)涨6.96%，报47.650元，股价创历史新高，总市值69.32亿元。 ...

格隆汇2月13日丨家联科技(301193.SZ)涨6.65%，报26.800元，股价创历史新高，总市值52.31亿元。 ...

Core Viewpoint - RBC Capital raised the target price for Applied Materials from $385 to $430, while Morgan Stanley increased its target price from $364 to $420 [1] Group 1 - RBC Capital's new target price reflects a bullish outlook on Applied Materials' performance [1] - Morgan Stanley's adjustment indicates confidence in the company's growth potential [1]

2月13日，国家统计局公布2026年1月份70个大中城市商品住宅销售价格变动情况。 其中， 70个大中城市商品住宅销售价格环比降幅总体收窄、同比下降。 表1:2026年1月70个大中城市新建商品住宅销售价格指数 | | 城市 | 环比 | 同比 | 城市 | | 745FF | 同比 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 上月=100 | 上年同月=100 | | | 上月=100 | 上年同月=100 | | 北 | 京 | 99.7 | 97.6 | 匿 | ш | 99.6 | 93.8 | | 天 | 津 | 99.2 | 96.0 | | 秦皇岛 | 99.5 | 95.1 | | 石家庄 | | 99.7 | 95.8 | 包 | ਜੇ | 99.4 | 92.8 | | 太 | 原 | 6 66 | 98.8 | चे | 东 | 99.8 | 973 | | 呼和浩特 | | 99.3 | 95.9 | 锦 | NA | 99.6 | 06.8 | | 沈 | BB | 99.8 | 00 € | 투 | 林 | 9 ...

Core Viewpoint - The company,沃尔核材, announced that its H-shares will be included in the Stock Connect program starting February 13, 2026, allowing mainland Chinese investors to directly invest in its H-shares listed on the Hong Kong Stock Exchange, which is expected to enhance the investor base and improve trading liquidity of its H-shares [1] Group 1 - The company’s H-shares will be added to the Stock Connect securities list as of February 13, 2026 [1] - Qualified mainland Chinese investors will be able to invest in the company’s H-shares through the Shanghai and Shenzhen Stock Exchanges [1] - The inclusion in the Stock Connect program is anticipated to expand the company’s investor base and potentially increase the trading liquidity of its H-shares [1]

Core Insights - The article highlights the success of the "Spring Festival 30 Billion Free Order" campaign launched by Alibaba's Qianwen App, which has seen significant user engagement and transaction volume during its initial phase [1][5]. Group 1: Campaign Overview - The campaign started on February 6 and will run until February 12, distributing 2 billion free order cards worth 25 yuan each, marking Alibaba's largest Spring Festival promotion to date [5]. - Users can receive one free order card by updating the app, and both new users and referrers can earn additional cards, with a maximum of 21 cards per individual [5]. Group 2: User Engagement Metrics - Over the first six days of the campaign, users made 41 billion requests using the phrase "Qianwen help me," indicating high-frequency interaction with the AI feature [6]. - The app facilitated over 120 million orders, showcasing the successful execution of real-world tasks by AI on a large scale [6]. Group 3: User Demographics and Impact - Nearly half of the orders originated from county-level cities, highlighting the campaign's reach beyond urban centers [6]. - The app saw a significant increase in daily active users (DAU), with a net addition of over 51 million on the first day, reaching a total of 58.48 million, representing a 727.7% increase compared to the previous period [6]. Group 4: Future Promotions - Starting February 13, the Qianwen App will distribute an additional 1 billion cash red envelopes, with the highest individual amount being 2,888 yuan, along with time-limited red envelope promotions [6].

Core Insights - The article highlights the transformative impact of AI on traditional Chinese New Year celebrations, emphasizing a shift from passive observation to active participation through creative interactions [2][4]. Group 1: AI and Family Engagement - Young people are increasingly using AI technologies to enhance family interactions during the Spring Festival, such as creating "DIY family portraits" and "AI costumes," which have become central to family activities [2]. - In Sanjia Village, a young village leader utilized AI to create family portraits for villagers, allowing family members who could not return home to be digitally present in the photos [4]. Group 2: AI Applications in Tourism - An AI application named "Play with Volcano" was launched in the Shishan Town of Hainan, aimed at enhancing the tourist experience by providing interactive guides and cultural insights [5][11]. - The application integrates various features, including travel tips, cultural education, and e-commerce, transforming short visits into immersive cultural experiences for over 150,000 tourists annually [11][14]. Group 3: The "Handmade Economy" - The emergence of the "handmade economy" is characterized by individuals using low-code/no-code platforms like "Miaoda" to create applications that address niche needs, bypassing traditional software development barriers [15][17]. - As of December 2025, over 500,000 applications have been generated on the Miaoda platform, with 81% of users being non-programmers, showcasing the platform's accessibility and the rapid development cycle from idea to product [17]. Group 4: One Person Company (OPC) Concept - The concept of "One Person Company" (OPC) is gaining traction, allowing individuals to operate businesses independently using AI tools, thus reducing the need for large teams and high operational costs [19][21]. - Recent policies in cities like Shenzhen and Shanghai are supporting the OPC model, indicating a shift towards recognizing individual entrepreneurs as a significant part of the economy [22]. Group 5: Technology and Human Connection - The article emphasizes that while technology cannot fill all emotional gaps, it can enhance human connections and empower individuals to realize their ideas, as seen in the case of the village leader and the AI applications developed for the Spring Festival [23].