本文源自：市场资讯 作者：情报员 奥克斯空调股份有限公司，成立于2016年，位于宁波市，是一家以从事其他制造业为主的企业。企业注 册资本243462.7564万人民币。通过天眼查大数据分析，奥克斯空调股份有限公司共对外投资了4家企 业，参与招投标项目811次，财产线索方面有商标信息13条，专利信息5000条，此外企业还拥有行政许 可9个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，宁波奥克斯电气有限公司、奥克斯空调股份有限公司取得一项名为"一种排 气结构及压缩机"的专利，授权公告号CN116357580B，申请日期为2021年12月。 天眼查资料显示，宁波奥克斯电气有限公司，成立于2003年，位于宁波市，是一家以从事通用设备制造 业为主的企业。企业注册资本136000万人民币。通过天眼查大数据分析，宁波奥克斯电气有限公司共对 外投资了18家企业，参与招投标项目219次，财产线索方面有商标信息427条，专利信息5000条，此外企 业还拥有行政许可16个。 ...

Core Viewpoint - Jianghuai Automobile (600418.SH) has successfully completed a 3.5 billion yuan private placement plan, with notable investor Ge Weidong participating, despite the company announcing a significant expected loss for 2025 [1][2]. Group 1: Private Placement Details - Jianghuai Automobile issued a total of 70.1684 million shares at a price of 49.88 yuan per share, raising approximately 3.5 billion yuan [1]. - Ge Weidong invested around 1 billion yuan to acquire 20.0481 million shares, making him the eighth largest shareholder with a 0.89% stake [1]. - The shares issued will be locked for six months post-issuance [1]. Group 2: Financial Performance and Challenges - The company projected a net loss of approximately 1.68 billion yuan for 2025, with a non-recurring net profit loss of about 2.47 billion yuan, indicating a slight narrowing of losses compared to the previous year [2]. - The decline in performance is attributed to complex international conditions and increased competition in overseas markets, leading to a drop in export business [2]. - Losses from joint venture Volkswagen Anhui contributed significantly, with the company recognizing an investment loss of 1.08 billion yuan [2]. Group 3: Future Plans and Strategic Focus - The funds raised from the private placement will be fully allocated to the "High-end Intelligent Electric Platform Development Project," which is closely related to the company's main business and aims to enhance future competitiveness through technological upgrades [2]. - The company emphasized that the private placement will not alter its control structure, with the controlling shareholder remaining unchanged [2]. Group 4: Investor Profile - Ge Weidong is known for his investments in technology sectors, having shifted focus from futures to the secondary market over the past seven to eight years, favoring technology growth stocks [2]. - His recent investments include significant stakes in leading technology companies, and his entry into Jianghuai Automobile is viewed as a strategic move within the smart automotive industry [3].

Group 1 - Alphabet plans to raise $20 billion through the issuance of dollar bonds, exceeding the previous expectation of $15 billion [1] - The company intends to invest up to $185 billion in capital expenditures this year, surpassing the total of the past three years [1] - The investments are primarily focused on data centers that are crucial for its artificial intelligence strategy [1] Group 2 - The global AI computing power construction is entering a period of explosive growth, with high-power and stable electricity supply becoming essential for computing clusters [1] - Power equipment transformers are evolving into a core component of computing infrastructure [1] - There is a persistent shortage of high-voltage power equipment globally, which is further exacerbated by the AIDC, creating a supply-demand gap [1] - Domestic high-voltage power equipment companies are embracing a new era of international expansion [1]

股票频道更多独家策划、专家专栏，免费查阅>> 中国电信、中国移动等运营商也已在全国300多个城市部署5G（核心股）-A通感一体化网络，具备对低 空目标的连续探测与高精度定位能力，为未来万架无人机（核心股）协同运行提供技术底座。这一基础 设施的快速铺开，将进一步降低运营门槛，加速低空经济（核心股）在公共服务、城市治理等更广泛领 域的渗透。 展望后市，随着低空飞行活动日益增多，低空基础设施投资拉动成效逐步显现，我国低空经济（核心 股）将保持快速增长。机构预计2026年低空经济市场规模有望超万亿元。 具体到A股市场，低空经济（核心股）板块受益于商业化加速带来的潜在收益。可关注参与低空通信网 络建设的基础设施先行者，聚焦物流、文旅等商业化进程较快的场景应用龙头；以及核心零部件供应 商。（光大证券微资讯） 据工信部网站，工信部等五部门发布《关于加强信息通信业能力建设 支撑低空基础设施发展的实施意 见》。到2027年，全国低空公共航路地面移动通信网络覆盖率不低于90%，面向城市治理、物流运输、 文旅等领域形成一批典型低空应用场景。 低空经济（核心股）已经连续两年被写入《政府工作报告》。"十五五规划建议"也提出，加快低空经 ...

Key Points - Infineon expects the gallium nitride market to achieve a compound annual growth rate of 44% from 2025 to 2030 [1] - Huahong Semiconductor has received approval from the Shanghai State-owned Assets Supervision and Administration Commission for its asset purchase and fundraising plan [1] - Yunnan Energy Holdings is planning to acquire a stake in Xiantian Computing Technology Co., Ltd. and is in the process of acquiring controlling interest in Zhengzhou Heying Data Co., Ltd. [1] - Heng Rui Medicine's subsidiary has had a new indication for its injectable drug accepted by the National Medical Products Administration [1] - Fosun Pharma's subsidiary has had its drug registration application accepted by the National Medical Products Administration [1] Investment, Contracts, and Bids - Zhongtung High-tech plans to invest 145 million yuan in a new project to produce 30 million PCB drill needles annually [1] - China Railway Construction recently won major contracts totaling 45.142 billion yuan [1] - Tianneng Wind Power has signed new offshore engineering contracts worth 870 million yuan [1] - Yunjigroup's wholly-owned subsidiary has signed an EPC general contracting agreement worth 1.331 billion yuan, accounting for 86.66% of the company's audited revenue for 2024 [1] Performance - SMIC reported a net profit of 1.223 billion yuan for Q4 2025, representing a year-on-year increase of 23.2% [1] - Huichuan Technology expects a year-on-year increase in net profit of 16%-26% for 2025, with significant growth in its electric vehicle business [1]

天眼查资料显示，北京新能源汽车股份有限公司，成立于2009年，位于北京市，是一家以从事汽车制造 业为主的企业。企业注册资本1506029.573万人民币。通过天眼查大数据分析，北京新能源汽车股份有 限公司共对外投资了26家企业，参与招投标项目1273次，财产线索方面有商标信息671条，专利信息 5000条，此外企业还拥有行政许可97个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，北京新能源汽车股份有限公司取得一项名为"一种双向变换电路、能量传输 控制方法和装置"的专利，授权公告号CN114696622B，申请日期为2021年7月。 财经频道更多独家策划、专家专栏，免费查阅>> ...

预制菜国家标准终于公布了征求意见稿。预制菜国标和消费者认知之间之所以出现这种落差，主要是因 为它实际上是一个食品安全标准，意在将预制菜作为工业化食品来监管，主要管预制菜怎么安全地生 产、运输、保存。其实，中央厨房或者预制菜也不是啥"洪水猛兽"。想想麦当劳、肯德基能做成全球连 锁、味道稳定，靠的不就是这套体系吗？《中央厨房 运营管理规范》对加工、 包装、储存的要求细 致，比如要求"包装上应标注中央厨房名称、食品名称、食用方法、生产日期、保存条件、保存期限等 信息"，如果严格执行，安全还是有保障的。这几年，各种预制菜早就进入千家万户。大家对预制菜使 用有意见，在于有些餐厅把预制菜当成"大厨现炒"卖。只要明明白白把选择权交给消费者，就能吃个安 心。 ...

Core Viewpoint - The automotive market's healthy development relies on a transparent and fair trading environment, with "rent-to-buy" marketing traps harming consumer rights in the short term and potentially undermining the industry's credibility in the long term [1] Industry Regulation - There is a need for further regulation in the automotive financing leasing industry to clarify the rights and obligations of all parties involved [1] - Regulatory authorities should combat the "dark box operation" models used by some car manufacturers in financing leasing [1] Consumer Protection - The deliberate concealment of the true nature of financing leasing, which misleads consumers into signing contracts, is considered consumer fraud [1] - Sales companies must adhere to principles of integrity by fully and accurately disclosing financial product information and standardizing cooperation models [1]

Core Points - Samsung officially announced that the Galaxy Unpacked event will take place on February 25 in San Francisco, California [1] - The online live stream will start at 1 PM Eastern Time, which is 2 AM Beijing time on February 26 [1] - The Galaxy S26 series will be launched, consisting of three models: Galaxy S26, Galaxy S26+, and Galaxy S26 Ultra [1] - The most anticipated feature of the new devices is the debut of the Samsung-developed Exynos 2600 chip, which is the world's first mass-produced 2nm mobile chip [1]

Group 1 - The article highlights that Beijing will experience a warming trend over the next three days, with the highest temperature reaching 14°C the day after tomorrow [1] - It notes that while daytime temperatures will be pleasant, the lowest temperatures will rise slowly, indicating that early mornings and evenings will still be cold [1] - The public is advised to continue their cold weather precautions and maintain warmth during this period [1]