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我国卫星捕捉到罕见事件
财联社· 2026-02-10 16:06
"天关"卫星捕获EP250702a事件艺术想象图。(图片来源:国家天文台) 2025年7月2日,搭载于卫星上的宽视场X射线望远镜WXT(昵称"万星瞳")在例行巡天观测中,发现一例突然出现的,存在剧烈光变的暂 现源。 "这种现象, 非常类似于罕见的带喷流的黑洞瓦解恒星事件。 "国家天文台副研究员张文达解释说。 据新华社,记者2月9日从中国科学院国家天文台获悉, 我国"天关"卫星在巡天中,捕捉到一个异常明亮且急剧变化的X射线源, 随后全球多台望远 镜将"镜头"对准此处,展开了一场跨波段的联合观测。 这个被编号为EP250702a(亦因其伽马射线耀发被称为GRB 250702B)的事件,其亮度变化、辐射节奏与光谱特征均与以往任何已知的 爆发显著不同。在最新一期《科学通报》的封面文章中,科研团队提出一个突破性解释: 这很可能是一个中等质量黑洞撕裂并吞噬一颗白 矮星的过程。 这也是人类首次捕捉到如此极端的黑洞"进食"现场。 基于这些观测事实,"天关"科学团队提出了一个物理上自洽的图景:一个中等质量黑洞,撕裂并吞噬了一颗白矮星。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 ...
最高涨幅750%,今年首个商业航天新股来了
财联社· 2026-02-10 15:14
Core Viewpoint - The article discusses the successful IPO of Electric Science and Technology Blue Sky on the STAR Market, highlighting its rapid growth in the commercial aerospace power supply sector and the challenges it faces in profitability and customer concentration [3][5][10]. Company Overview - Electric Science and Technology Blue Sky specializes in the research, production, and sales of electric energy products and systems, with capabilities in power generation, storage, control, and system integration [6]. - The company aims to raise approximately 1.5 billion yuan through its IPO, with funds directed towards the industrialization of aerospace power systems [6]. Financial Performance - The company reported revenues of 2.52 billion yuan, 3.52 billion yuan, 3.13 billion yuan, and 1.11 billion yuan for the years 2022 to the first half of 2025, with year-on-year growth rates of 39.78% in 2023 and a decline of 11.27% in 2024 [8]. - The net profit attributable to shareholders for the same periods was 208 million yuan, 190 million yuan, 337 million yuan, and 65.28 million yuan, showing fluctuations with a decrease of 8.48% in 2023 and an increase of 77.55% in 2024 [8]. Business Segments - The main revenue sources are divided into three segments: aerospace power, special power, and new energy applications and services, with aerospace power accounting for over 60% of total revenue [10][11]. - The company has seen rapid growth in its commercial aerospace power supply business, with revenues of 51.75 million yuan, 159 million yuan, and 513 million yuan from 2022 to 2024, reflecting a compound annual growth rate of 214.85% [12]. Profitability Challenges - Despite the growth in revenue, the commercial aerospace power supply segment has been operating at a loss, with negative gross margins attributed to low product prices and high unit costs [13][15]. - The company indicated that the gross margin for this segment turned positive in the first half of 2025, with losses narrowing [16]. Customer Concentration and Related Transactions - The company faces high customer concentration risk, with sales to the top five customers accounting for 76.44% to 81.53% of total revenue during the reporting period [19]. - Significant related party transactions were noted, with amounts ranging from 1.26 billion yuan to 1.65 billion yuan, constituting a substantial portion of the company's revenue [17][18].
【公告全知道】光模块+商业航天+卫星互联网+算力+存储芯片!公司图像AI智能芯片可应用于商业航天
财联社· 2026-02-10 14:47
Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday at 22:00, which include significant stock market updates such as suspensions, increases or decreases in holdings, investment wins, acquisitions, earnings reports, unlocks, and high transfers [1] - It emphasizes the identification of investment hotspots and the prevention of potential black swan events, providing investors ample time to analyze and find suitable listed companies [1] - The article mentions specific companies involved in various sectors: one company focuses on AI smart chips applicable in commercial aerospace, while another is engaging with clients on new photovoltaic heterojunction battery applications [1][1] Group 2 - A company is planning to implement a new project for producing 30 million PCB drilling needles per year, indicating growth in the PCB sector [1] - The article discusses the intersection of multiple industries, including low-altitude economy, commercial aerospace, photovoltaic, domestic chips, and robotics, showcasing the diverse applications and collaborations within these sectors [1] - The mention of DeepSeek and controllable nuclear fusion indicates a focus on advanced technologies and their potential integration into existing business models [1]
上海小南国,最新公告
财联社· 2026-02-10 14:18
董事会并谨此澄清, 相关文章中所述按金及预付卡不可退还的说法并不正确。本公司正为顾客办理按金退还, 而预付卡则有资金存放于指 定之保证金账户,该等资金可供退还。 董事会成员将一如既往,坚守承诺,确保所有按金及预付卡均妥善退还予顾客。 上海小南国在港交所公告称,本公司目前拥有之上海小南国品牌旗下十间餐厅之营运,已暂时停止,以配合集团之策略性重整。 下载财联社APP获取更多资讯 7x24h电报 头条新闻 VIP资讯 实时盯盘 准确 快速 权威 专业 ...
初代小米SU7正式停产
财联社· 2026-02-10 13:57
小米创办人、董事长兼CEO雷军在直播中透露,最后一辆初代小米SU7量产下线,正在运送途中,将安排车主提车。这意味着初代小米SU7 正式停产。 据雷军介绍,初代SU7交付量接近37万辆。 ...
春节AI红包战愈演愈烈
财联社· 2026-02-10 13:19
科创板日报 . 专注科创板和科技创新,上海报业集团主管主办,界面财联社出品。 以下文章来源于科创板日报 ,作者李佳怡 春节临近,AI赛道的红包大战正进入白热化。 小年当日,腾讯元宝率先升级玩法,字节豆包也官宣正式"参战",而此前高调入局的阿里通义千问也因活动火爆而持续系统"崩溃"。 三大互联网巨头同台竞技,玩法各异、境遇悬殊,这场围绕流量争夺与用户留存的春节战役,究竟谁能突出重围、更胜一筹,成为当下市场 的焦点话题。 腾讯升级玩法:微信直接"发红包" 作为最早发力春节红包的AI产品之一,元宝今日凌晨完成玩法新升级。其在微博官方账号发文表示:"大家在微信里聊天试试发'元宝'两个 字。" 《科创板日报》记者测试发现,在任意好友聊天或群聊窗口发送"元宝"二字,即可触发福袋掉落动画。点击福袋,会将用户引导至元宝 APP,所得红包将直接存入微信零钱。据网友反馈,福袋金额多为小额,少数用户晒出了8.8元、88元等大额截图。 据悉,2月10日至2月16日期间,在微信对话框输入特定关键词,就可以触发元宝定制红包雨,有机会抽中现金红包。 作为元宝春节福利的最新更新,本次微信关键词触发福袋活动,这一轻量化的参与方式不仅迅速刷屏社 ...
葛卫东出手,10亿元认购江淮汽车股票
财联社· 2026-02-10 12:24
下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 江淮汽车(600418.SH)今日披露定增发行情况报告书,公司向姚志超、葛卫东等8名投资者合计发行了7016.84万股股份,发行价格为49.88元/股,募集 资金总额为约35亿元。 其中, 私募大佬葛卫东耗资约10亿元认购了2004.81万股。 本次向特定对象发行股票完成后,发行对象所认购的股份自发行结束之日起六个月内不得 转让。 | 序号 | 发行对象名称 | 获配股数(股) | 获配金额(元) | 限售期 (月) | | --- | --- | --- | --- | --- | | 1 | 姚志超 | 2, 004, 811 | 99, 999, 972. 68 | 6 | | 2 | 深圳市新思哲投资管理有限公司-新思 | 4.009.623 | 199, 999, 995. 24 | 6 | | | 哲多策略母基金私募证券投资基金 | | | | | 3 | 中阅资本管理股份公司-中阅知行 2 号 | 2.004.811 | 99.999.972.68 | 6 | | | 私募证券投资基金 | | ...
央行:继续实施好适度宽松的货币政策
财联社· 2026-02-10 11:42
央行发布2025年第四季度中国货币政策执行报告。 继续实施好适度宽松的货币政策。 把促进经济稳定增长、物价合理回升作为货币政策的 重要考量,根据国内外经济金融形势和金融市场运行情况,把握好政策实施的力度、节奏和时机。灵活高效运用降准降息等多种政策工具, 保持流动性充裕和社会融资条件相对宽松,引导金融总量合理增长、信贷均衡投放,使社会融资规模、货币供应量增长同经济增长、价格总 水平预期目标相匹配。 继续实施好适度宽松的货币政策。把促进经济稳定增长、物价合理回升作为货币政策的重要考量,根据国内外经济金融形势和金融市场运行 情况,把握好政策实施的力度、节奏和时机。灵活高效运用降准降息等多种政策工具,保持流动性充裕和社会融资条件相对宽松,引导金融 总量合理增长、信贷均衡投放,使社会融资规模、货币供应量增长同经济增长、价格总水平预期目标相匹配。进一步完善利率调控框架,强 化央行政策利率引导,完善市场化利率形成传导机制,发挥市场利率定价自律机制作用,加强利率政策执行和监督,降低银行负债成本,促 进社会综合融资成本低位运行。有序扩大明示企业贷款综合融资成本工作覆盖面。发挥好货币政策工具总量和结构双重功能,有效落实好各 类结 ...
字节,又发了新一代图像模型
财联社· 2026-02-10 11:10
Core Viewpoint - The article discusses the launch of ByteDance's new image generation model, Seedream 5.0, which enhances video editing capabilities and offers significant improvements in intelligent understanding and editing precision compared to its predecessor, Seedream 4.5 [2][3]. Group 1: Product Features - Seedream 5.0 is positioned as a more affordable alternative to Nano Banana Pro, allowing users to utilize it for free up to 20 times daily [3]. - The model supports real-time online image searching, enabling quick generation of promotional images for trending events and products, with features like "feature transfer" and "example editing" for precise adjustments [8]. - The resolution capabilities of Seedream 5.0 include support for 2K images, with enhancement options up to 4K, and it boasts faster generation speeds [3]. Group 2: Application Scenarios - The applications of Seedream 5.0 span various sectors, including advertising, e-commerce, film production, digital entertainment, and education [5]. - The model allows users to choose different versions based on their needs, such as using Seedream 5.0 for knowledge reasoning and intelligent editing, while Seedream 4.5 is preferred for high-quality visuals [3]. Group 3: Industry Trends - The article highlights the rapid growth of AI technologies, with OpenClaw becoming one of the fastest-growing open-source projects, indicating a shift towards execution-oriented AI agents [15]. - Major companies like ByteDance, Alibaba, Kuaishou, and Baidu are launching new AI applications, suggesting an acceleration in industry penetration [16]. - The advancements in AI multi-modal applications, particularly in video generation, are expected to lower production costs and technical barriers, enhancing overall efficiency [16].
【风口研报】深耕数据中心发电产品扩产关键环节,分析师强call公司作为卡特彼勒+康明斯+潍柴核心供应商,有望充分受益北美缺电
财联社· 2026-02-10 10:34
前言 财联社倾力打造王牌栏目《风口研报》,替您"扒一扒"市场含金量超高的研报、调研信息。以机构视 角,追踪研报和调研纪要细节里的"超预期"、"拐点"、"事件催化"和"价值洼地"。 ①深耕数据中心发电产品扩产关键环节,分析师强call公司作为卡特彼勒+康明斯+潍柴核心供应商,可充 分承接全球市场增长需求,有望充分受益北美缺电的刚性需求; ②业绩短暂承压但现金流为正,这家拥有 超千项专利的光伏"技术宅"不仅已补齐业务短板,还通过签订专利许可协议,展现技术创新优势。 ...