Group 1 - The article highlights the top three companies with the highest AH premium rates: Northeast Electric (00042) at 831.03%, Beijing Jingcheng Machinery Electric (00187) at 291.45%, and Sinopec Oilfield Service (01033) at 288.17% [1] - The bottom three companies with the lowest AH premium rates are Contemporary Amperex Technology (03750) at -12.59%, WuXi AppTec (02359) at -4.58%, and China Merchants Bank (03968) at -4.48% [1] - The article provides a detailed ranking of the top ten and bottom ten AH stocks based on their premium rates and deviation values, indicating significant disparities in market valuations between H-shares and A-shares [1][2] Group 2 - The deviation values for the top three companies are Beijing Jingcheng Machinery Electric (00187) at 27.77%, Jinju Group (02009) at 19.35%, and Kai Sheng New Energy (01108) at 16.80% [1] - The bottom three companies with the most negative deviation values are Junda Co., Ltd. (02865) at -60.53%, Chenming Paper (01812) at -32.02%, and CNOOC Services (02883) at -31.42% [1][2] - The article emphasizes that the deviation value represents the difference between the current premium rate and the average premium rate over the past 30 days, providing insights into market trends [2]

导读：比亚迪2025年以460.2万辆的全年销量成绩首次进入全球车企集团销量前五，超越通用、福特、 本田、日产等企业。 （文 / 观察者网 周盛明 编辑 / 高莘） 据彭博社2月11日报道，比亚迪历史首次在全球销量上超过福特。 比亚迪官方数据显示，其2025年以460.2万辆的全年销量成绩首次进入全球车企集团销量前五，成为首 个跻身该榜单前五名的中国汽车集团，实现历史性突破，超越通用、福特、本田、日产等企业。 2025全球汽车集团销量TOP5 比亚迪 数据显示，福特去年批发销量下降近2%，降至略低于440万辆的水平。据悉，尽管福特去年在美国本土 销量有所增长，但其在欧洲，尤其是在中国市场份额下滑明显。 据悉，福特去年12月表示，将放弃全面电动化，并且因此计提195亿美元（约合人民币1404亿元）的资 产减值，并取消多款电动车型。 加拿大安大略省伦敦市福特经销店待售车辆 彭博社 受此影响，福特的财报显示，其2025年全年净亏损达82亿美元（约合人民币590.40亿元）。 此外，福特首席财务官雪莉·豪斯（Sherry House）周二表示，福特遭遇了额外9亿美元（约合人民币 64.80亿元）的关税成本"意外冲击" ...

动力和续航方面，采用单电机布局，电机最大功率为270kW，最高车速210km/h。动力电池包有5.616kWh和82.732kWh两种选择，对应的CLTC纯 电续航分别为620km和710km。 宋Ultra EV延续比亚迪王朝系列的家族设计语言。车头部分与宋L DM较为接近，但下包围两侧导流槽尺寸有所增大，还提供不同样式的前部饰 板。悬浮式车顶不仅让车身显得更加修长，也更加时尚。车漆方面，提供紫色和绿色等个性化选择。 车身尺寸比宋L DM-i更大，长宽高分别为4850×1910×1670mm，轴距为2840mm。因为配备激光雷达，预计搭载天神之眼B，支持城区和高速的辅 助驾驶。 2月10日，比亚迪发布宋Ultra EV图片，定位王朝首款B级纯电SUV，外观与宋L DM相似，但车身尺寸和动力配置有所提升。 ...

【文/观察者网 张菁娟】新旧势力交锋，中国车企再添胜绩。 据彭博社10日报道，2025年，比亚迪全球销量首次超越美国传统汽车巨头福特。 当地时间2026年2月9日，印度尼西亚雅加达，2026年印度尼西亚国际汽车展的比亚迪电动汽车展区。 IC photo 作为中国新能源汽车行业的领军者，比亚迪近年大举进军欧洲、南美、亚洲市场。2025年，比亚迪海外 销量超105万辆。 比亚迪品牌及公关部门总经理李云飞上个月（1月24日）在上海的一次媒体发布会上表示，该公司计划 在2026年向中国以外地区销售130万辆汽车。 值得一提的是，美国国际贸易法院近日披露，比亚迪美国多家子公司已于1月26日发起诉讼，指控美国 政府多项关税政策不合法，并要求退还税款。 报道称，福特汽车去年的批发销量下降近2%，略低于440万辆，而比亚迪1月公布的销量为460万辆。这 家美国汽车制造商周二（10日）公布的数据证实，比亚迪已跃升至全球销量排行榜第6位，领先福特一 位。 丰田汽车则连续六年占据第一的位置，全球销量增长4.6%，至1130万辆。 尽管去年福特在美国市场销量有所增长，但在欧洲，尤其是在中国，它的市场份额却下降。比亚迪、小 米、吉利等 ...

中国证监会网站发布关于深圳承泰科技股份有限公司境外发行上市及境内未上市股份"全流通"备案通知书。承泰科技将计划发行不超过38,333,200股境外 上市普通股并在香港交易所上市。 承泰科技自备案通知书出具之日起12个月内未完成境外发行上市，拟继续推进的，应当更新备案材料。 根据港交所上市规则，企业需在聆讯审批日期至少4个营业日之前需提交"备案通知书"，意味着承泰科技已取得进行香港上市聆讯的前置要求，或很快在 港交所进行上市聆讯。 综合 | 证监会 招股书 编辑 | Arti 本文仅为信息交流之用，不构成任何交易建议 根据灼识咨询的资料，承泰科技是毫米波雷达的领先供应商，而毫米波雷达是中国汽车产业变革中快速崛起的智驾核心部件。 根据灼识咨询的资料，于2024年，按出货量计，公司是中国车载前向毫米波雷达市场的最大国内供应商，而按出货量计，公司是中国车载毫米波雷达市场 的第三大供应商，市场份额分别为9.3%及4.5%。 此外，根据灼识咨询的资料，于2024年，按收益计，公司在所有中国车载前向毫米波雷达的供应商中排名第二，市场份额为4.8%；且于2024年，按收益 计，公司在中国车载前向毫米波雷达的供应商中排名第一， ...

Core Viewpoint - The lithium battery industry is poised for a significant growth cycle starting in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological advancements, leading to a "spiral rise" in both volume and price [3]. Group 1: Market Predictions - By 2025, global lithium battery production is expected to reach 2297 GWh, with a growth rate of 34.6% in 2026. The shipment growth rate for energy storage cells is projected to be as high as 70%, driven by both domestic and international demand [5]. - There is a notable supply gap in the production capacity of battery cells and various materials, which poses a challenge for ensuring a stable and efficient supply chain [5]. Group 2: Conference Overview - The 2026 Lithium Key Materials and Application Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The summit will focus on two main topics: in-depth discussions on cutting-edge technologies and market supply-demand dynamics, and B2B procurement matchmaking to connect top battery manufacturers and material suppliers [6]. Group 3: Key Topics and Participants - The conference will feature specialized sessions on lithium carbonate futures, market volatility responses from lithium battery companies, and the potential of global lithium resources [7][8]. - Notable participants include leading battery companies like CATL and BYD, as well as material suppliers covering the entire supply chain, including cathode materials, anode materials, electrolytes, and separators [6]. Group 4: Strategic Importance - The lithium battery industry is expected to play a crucial role in energy transition and carbon neutrality goals as it enters a new planning phase with the end of the 14th Five-Year Plan and the beginning of the 15th [6]. - The summit aims to provide authoritative data releases, benchmark company rankings, and deep industry connections to help businesses seize growth opportunities and achieve high-quality development [6].

Core Viewpoint - The data indicates significant capital inflows into various stocks, highlighting potential investment opportunities in specific sectors such as energy metals, rare metals, and technology [1][2][3] Group 1: Stock Performance and Capital Inflows - The top stock with capital inflow is Greeenmei, attracting 1.312 billion yuan with a price increase of 9.84% [2] - Northern Rare Earth follows closely with 1.305 billion yuan inflow and a 4.94% rise [2] - Zijin Mining received 0.809 billion yuan with a 1.6% increase [2] - Zaiseng Technology saw a capital inflow of 0.763 billion yuan, marking a 10% rise [2] - Wangsu Technology attracted 0.701 billion yuan with a notable increase of 10.22% [2] Group 2: Sector Analysis - The energy metals sector is represented by Greeenmei and Huayou Cobalt, both showing strong capital inflows and positive price movements [2] - The rare metals sector includes Northern Rare Earth and Zhongtung High-tech, both experiencing significant inflows and price increases [2] - The technology sector is highlighted by Wangsu Technology and Zaiseng Technology, both of which have seen substantial capital inflows and notable price gains [2][3]

固态电池：全面看好无负极路线！20260210 然而，无负极技术也面临一些挑战，如需要解决李志金和死锂的问题。这些问 题主要通过改进集流体结构、电解液优化以及构建人工 SEI 膜等方法来解决。 若改性集流体单价为 8 元/平方米，全国 100GWh 产能渗透率达 10%， 中一科技占据 50%市场份额，则该业务至少贡献 5 亿元以上业绩，对应 市值约 150 亿至 200 亿元。 当前锂电行业投资机会集中在电池和隔膜领域，推荐宁德时代和欣旺达， 隔膜行业长期性更好，预计 2026 年下半年将涨价，推荐恩捷、佛塑和 鑫源。 业正逐步将无负极技术整合到其固态电池产品中。 无负极电池与传统锂离子电池相比有哪些优势？ 无负极电池相较于传统锂离子电池具有以下几个显著优势： 摘要 无负极电池通过在集流体表面直接沉积和剥离锂离子，实现更高的能量 密度（650Wh/kg，1,300Wh/L）和更低的成本，优于传统锂离子电池。 宁德时代和比亚迪正积极推进无负极技术，宁德时代的自生成负极技术 显著提升了电池性能，比亚迪采用多孔海绵状结构增强集流体性能，并 逐步整合到固态电池产品中。 无负极技术面临锂枝晶和死锂问题，主要通过集流体 ...

Group 1 - Anhui Jianghuai Automobile Group Co., Ltd. announced the completion of a private placement, raising a total of 3.5 billion yuan by issuing 70.1684 million shares at a price of 49.88 yuan per share, which is approximately 8.7% lower than the market price of 54.61 yuan per share on February 10, 2026 [1] - In January 2026, Jianghuai Automobile produced 3,403 new energy passenger vehicles, representing a year-on-year increase of 96.25%, and sold 3,151 units, marking a year-on-year increase of 183.11% [1] - The Chinese automotive industry is undergoing a profound transformation led by electrification and intelligence, with market growth dynamics and competitive logic being systematically restructured [1] Group 2 - The Shanghai Intelligent Connected Vehicle Testing and Demonstration Promotion Working Group released the "Shanghai Intelligent Connected Vehicle Development Report (2025)", indicating that by the end of last year, 3,173 automated driving test roads covering 5,238.82 kilometers had been opened [2] - The report highlights that during the "14th Five-Year Plan" period, Shanghai will enter a new stage of "city-wide integration" with large-scale, multi-level real scene openings to expand the scope of automated driving [2] - Major automotive companies such as Li Auto, Xpeng, BYD, and Great Wall are expected to benefit from the anticipated resurgence of Full Self-Driving (FSD) technology in China, driven by new technology and product enhancements [2] Group 3 - As of February 11, 2026, the CSI Hong Kong Stock Connect Automotive Industry Theme Index rose by 2.00%, with the largest Hong Kong automotive ETF increasing by 1.70%, marking a four-day consecutive rise [3] - Key component stocks such as BYD and Jianghuai Automobile saw significant increases, with Jianghuai Automobile rising by 3.15% [3] - The automotive ETF tracking the CSI All-Share Automotive Index also experienced a rise, with major stocks like Wanfeng Aowei and Weifu High-Technology contributing to the upward trend [3]

前 言 车百智库基于我国乘用车终端销量数据，从区域、城市线级、典型城市等维度，对新能源乘用车销量的区域发展路径，下沉市场潜力及典型城市的发展模 式展开分析。 区域发展特征 我国新能源汽车产业的区域发展脉络清晰，呈现出从点到面、区域性扩散的特征。先是东南沿海地区率先起步，随后围绕珠三角、长三角、京津冀及川渝 四大核心经济区形成多点开花的发展格局，最终逐步向东北、西北等内陆省份延伸普及。 从区域分布特征来看，华东、华南地区的新能源汽车渗透率位居全国前列，占比约达54%；华北与西南川渝地区紧随其后，处于渗透率第二梯队；而西 北、东北受冬季寒冷气候的影响，新能源渗透率整体偏低，在新能源车型中，消费者往往青睐续航无焦虑的插电混动车型。 西部与东北地区新能源汽车市场仍蕴藏较大发展潜力，需立足区域资源禀赋与气候特征，实施差异化推广策略。西部区域内，川渝、陕西两省新能源汽车 产业发展走在前列，可充分发挥其产业集群优势与市场引领作用，形成辐射周边省市的联动发展效应。内蒙古、新疆地区坐拥丰富的风光清洁能源资源， 可重点探索车网互动模式，推动新能源汽车深度参与电网储能与调峰，同时结合当地旅游产业特色，拓展新能源汽车自驾租赁等应用场 ...