①这个稀缺金属资源可用于钙钛矿电池添加，提升稳定性及相关性能，受益于太空光伏等场景未来5年需 求复合增速高达94%，已有两家上市公司提前布局；②PX、乙二醇核心化工品开工率回暖，这家公司具 备稀缺仓储资源、建立全球服务网络，布局分销业务打造"超级化工亚马逊"。 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"。 前言 ...

据央广网，记者从清远市清城区市场监督管理局获悉，针对周生生（顺盈时代广场店）黄金饰品纠纷问题，清远市清城区市场监督管理局已依法受 理并及时组织调解处理。 鉴于消费者对所购买的黄金饰品质量有异议，经消费者与商家协商，双方同意由清远市清城区市场监督管理局将涉事饰品送往有资质的第三方检测 机构检测。 经委托广东省珠海市质量计量监督检测所对送检的涉事饰品进行检测，检测结果为足金， 符合GB11887-2012《首饰贵金属纯度的规定及命名方法》 及第1号修改单标准要求。 目前，清远市清城区市场监督管理局已将检测报告送达消费者与商家， 双方均表示对检测结果无异议。 ...

Core Viewpoint - The semiconductor industry is experiencing a continuous price increase due to supply shortages and rising costs of raw materials and infrastructure, with major companies announcing price hikes for various products starting from 2026 [1][2][4]. Group 1: Price Increase Announcements - Infineon announced a price increase for power switches and related chips effective April 1, 2026, due to ongoing supply constraints and rising costs [1]. - The trend of price increases in the semiconductor industry is expected to persist, as indicated by various companies' announcements [2][4]. Group 2: Price Increase Details by Companies - **Chip Design Companies:** - Zhongwei announced price increases for MCU and Norflash products ranging from 15% to 50% starting January 27 [5]. - Guokewai increased prices for KGD products by 40% to 80% depending on the specifications starting January [5]. - Other companies like Zhongke Xinyi and Fumanwei also announced price hikes of 10% to over 10% for various chip products [5]. - **Memory Chip Manufacturers:** - Samsung Electronics plans to raise prices for NAND flash memory by over 100% and LPDDR memory used in iPhones by over 80% in Q1 2026 [6]. - SK Hynix is expected to increase prices for LPDDR memory used in iPhones by nearly 100% in Q1 2026 [6]. - **Wafer Manufacturing and Testing:** - ASE Group will increase prices for back-end wafer testing by 5% to 20% starting early 2026 [6]. - **Passive Components:** - Yageo announced a price increase of 15% to 20% for certain resistor products effective February 1 [7].

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 实时盯盘 VIP资讯 截至今日晚间发稿，比特币自2024年11月6日以来首次跌破70000美元关口。 根据CoinGecko的数据，自1月29日至2月4日，加密货币市场总市值已缩水超4600亿美元。 ...

国务院任免国家工作人员。 任命余俊生为中央广播电视总台副台长；任命张忠军为国家行政学院副院长。 免去李晓龙的住房和城乡建设部副部长职务；免去曹俊的退役军人事务部副部长职务；免去王晓真的中央广播电视总台副台长职务；免去张忠军的 国家行政学院教育长职务。 7x24h电报 头条新闻 VIP资讯 实时盯盘 下载财联社APP获取更多资讯 准确 快速 权威 专业 ...

据沪深北三大交易所公布的2026年春节休市安排，2月15日（星期日）至2月23日（星期一）休市，2月24日（星期二）起照常开市。另 外，2月14日（星期六）、2月28日（星期六）为周末休市。 此外，沪深交易所发布关于2026年春节期间港股通交易日安排的通知，2月15日（星期日）至2月23日（星期一）不提供港股通服务，2月 24日（星期二）起照常开通港股通服务。另外，2月14日（星期六）、2月28日（星期六）为周末休市。 ...

根据协议，转让方可从目标集团提取不超过2.8亿美元的资金，但需确保目标集团净现金不低于1.5亿美元。此次收购将使目标公司成为美团的间接全 资附属公司，其财务业绩将并入美团的财务报表。 美团公告， 公司拟以7.17亿美元收购中国大陆领先的生鲜电商企业叮咚的全部已发行股份。 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 ...

Core Insights - Hedge funds are increasing short positions in software stocks, contributing to significant sell-offs in the sector this year [1] - Hedge funds have made $24 billion in profits from shorting software stocks since 2026, while the total market capitalization of the U.S. software industry has decreased by $1 trillion during the same period [1] - The focus of short-selling appears to be on companies providing basic automation services, which are at risk of being replaced by new AI tools [1] Group 1 - Hedge funds are currently net short on the software industry, indicating a bearish outlook [2] - The stocks facing the largest short bets include TeraWulf and Asana, with over 35% and 25% of their tradable shares shorted, respectively [2] - Dropbox and Cipher Mining have 19% and 17% of their float shorted [2] Group 2 - The worst-performing stocks in the iShares Expanded Tech Software ETF (IGV) this year include Intuit and DocuSign, both down over 30% [3] - Major stocks within the ETF, such as Microsoft and Oracle, have also suffered, with declines of 15% and 21% respectively, while Salesforce, Adobe, and ServiceNow have dropped over 20% [4] - The recent sell-off was triggered by concerns over AI disruption, particularly following the release of a new tool by AI startup Anthropic [4] Group 3 - Despite the sell-off, there is currently no widespread panic in the credit markets, as corporate revolving credit lines remain untapped [5] - Analysts suggest that market sentiment may shift soon with several software companies set to release earnings reports [6]

E 0 רוחחון וו ווער רו ב רחב ב 【 XJ 4/1 | T M | H | 1-17/ 财联社记者获悉，奥克斯电气近日发布《关于2026年价格调整的通知》称，因自2025年初以来主要原材料价格大幅上涨（其中铜价涨40%，铝价涨 20%，制冷剂涨80%）， 公司采购成本激增，经营承压。为保障产品品质与稳定供应，自2026年3月1日起，AUX中央空调全系产品价格上调 6%-10% ，2月28日前开单的订单仍按原价执行。 夏筱) 下载财联社APP获取更多资讯 准确 快速 权威 专业 期货市场情报 有色金属 有色·铜 制冷剂 7x24h电报 头条新闻 VIP资讯 实时盯盘 长按右侧二维码阅读原文 准确 快速 权威 专业 C■ ○ 财联社·上海报业集团主管主办 为速度和交易而生 机构和私募都在使用 ...

Core Viewpoint - Changan Automobile has officially launched the world's first sodium-ion battery in collaboration with CATL, marking a significant transition from laboratory technology to practical application in vehicles [1][6]. Group 1: Sodium-Ion Battery Development - The sodium-ion battery is designed to operate safely in extreme conditions, including stable discharge at -40°C, addressing the common issue of reduced range in electric vehicles during winter [8]. - The commercial breakthrough of sodium batteries is not merely a material technology iteration but relies on the systematic safety capabilities of automakers, which transform the material advantages into tangible user value [10]. Group 2: Changan's Intelligent Safety System - Changan's "Tianshu Intelligent" system is a key enabler for the commercialization of sodium batteries, providing a comprehensive safety framework that enhances the safety of the vehicle system [10][11]. - The intelligent driving assistance system within Tianshu acts as a proactive risk predictor, utilizing multi-source sensor fusion and centimeter-level positioning technology to enhance driving safety [13]. - The Tianshu intelligent cockpit extends safety and comfort, balancing economic and experiential factors, thus improving the competitiveness of sodium battery vehicles [14]. Group 3: Performance in Extreme Conditions - The Tianshu intelligent chassis employs a "three-way six-domain" control strategy, allowing for independent control of all four wheels, which is crucial for maintaining stability in extreme driving conditions [15]. Group 4: Market Implications - The integration of sodium batteries with Changan's intelligent systems not only alleviates the reliance on lithium resources but also redefines the competitive landscape of the electric vehicle market, shifting from price competition to value competition [16].