小米创办人雷军今日微博发文：新一代SU7定位新时代驾驶者之车，驾控体验进一步提升，从容驾 驭，精准稳定。底盘大升级，驾驶质感更出色；智能电控系统，操控更精准稳定。预计2026年4月上 市，小订现已开启。 ...

Group 1: Global Expansion of Chinese Manufacturing - The trend of Chinese manufacturing companies expanding globally is accelerating, particularly in tariff-sensitive sectors such as automotive, consumer electronics, and machinery, which are relocating production to countries with lower tariffs or favorable policies to reduce costs and mitigate trade risks [2][3] - Chinese manufacturers are diversifying their global supply chains by exploring emerging markets in Latin America, the Middle East, and Africa, thereby enhancing supply chain stability and risk resilience [2][3] - The implementation of regional economic cooperation mechanisms and free trade agreements, such as RCEP, is creating a more favorable policy environment for the globalization of Chinese manufacturing [3] Group 2: Overseas Mergers and Acquisitions - Chinese manufacturing companies are leveraging overseas mergers and acquisitions to transition from OEMs to self-owned brands, gaining market share, sales channels, and high-end brand images [3][4] - The focus of these acquisitions is shifting towards strategic alignment in brand, market, technology, and supply chain integration, enhancing global competitiveness [3][4] - Companies like Haier exemplify this trend by achieving breakthroughs in the European and American markets through acquisitions, thereby strengthening their global competitive advantage [3][4] Group 3: Labor-Intensive Industries and Cost Migration - Labor-intensive industries are increasingly relocating to low-cost regions such as Southeast Asia and South Asia, benefiting from local labor advantages and policy support [4][5] - The trend of regional industrial clusters is forming as companies seek to reduce costs and improve response efficiency through localized production [4][5] - The global supply chain is becoming more regionalized, with multinational companies establishing collaborative industrial clusters in emerging regions to enhance supply chain resilience [4][5] Group 4: Resource Sector Globalization - Chinese resource companies are accelerating their global expansion by constructing complete industrial chains from mining to processing and application, enhancing their control and influence in the global resource sector [6][7] - The focus is shifting from merely acquiring resources to deep integration of upstream and downstream operations, utilizing diverse cooperation methods such as equity investments and joint ventures [6][7] - Notable examples include the acquisition of cobalt mines in the Democratic Republic of Congo and lithium companies in Australia, showcasing the strategic foresight of Chinese enterprises [6][7] Group 5: Digital Transformation and Brand Value - Chinese companies are transitioning from low-cost manufacturing to brand value creation, utilizing digitalization to enhance brand building and global competitiveness [9][10] - Companies like Anker and Xiaomi are leveraging localized operations and digital marketing to establish strong brand identities and achieve significant sales growth [9][10] - The focus on digital transformation is enabling companies to create differentiated brand matrices and improve supply chain management, enhancing market competitiveness [9][10] Group 6: Compliance and Localization - Compliance and localized operations are becoming core competitive advantages for Chinese enterprises in international markets, with a focus on establishing robust global compliance systems [11][12] - Companies are actively building global compliance monitoring systems to ensure adherence to regulations in areas such as data security and environmental standards [11][12] - The ability to navigate compliance challenges is increasingly seen as integral to brand value and international market acceptance [11][12] Group 7: Policy Support for Globalization - Recent policy initiatives from the Chinese government are creating unprecedented opportunities for enterprises to expand internationally, emphasizing high-level openness and integration into the global economy [13][14] - The focus on developing new production capabilities and promoting the integration of the real economy with the digital economy is expected to provide clear guidance for companies in the new round of global competition [13][14] - Structural monetary policies are anticipated to offer targeted financial support to foreign trade enterprises, aiding their internationalization efforts [14] Group 8: Cultural and Ideological Export - Chinese enterprises are increasingly integrating cultural content with brand ideology to enhance cultural soft power and global brand value [18][19] - The growth of cultural consumption globally is driving the export of diverse cultural products, including games and films, with significant revenue growth reported [18][19] - The focus on building a robust IP ecosystem and localizing content production is crucial for enhancing global appeal and emotional resonance with audiences [18][19]

| 股票名称 | 收盘价 | 最低价 | | 创低率 | | --- | --- | --- | --- | --- | | 乐摩科技(02539) | 21.080 | 18.000 | -42.01% | | | 威海银行(09677) | 1.910 | 1.910 | -20.42% | | | ＸＬ二南ＣＯ(07711) | 33.100 | 32.460 | -17.57% | | | 宋都服务(09608) | 0.048 | 0.042 | -16.00% | | | ＸＬ二南策略(07799) | 6.300 | 6.155 | -13.86% | | | ＸＬ二南策略－Ｕ | 0.801 | 0.799 | -13.25% | | | (09799) | | | | | --- | --- | --- | --- | | 泰德医药(03880) | 23.420 | 21.500 | -13.17% | | 恒月控股(01723) | 1.060 | 1.050 | -11.02% | | 乐思集团(02540) | 1.040 | 0.900 | -10.89% | | ＸＬ二南ＣＯ－Ｕ ...

每经记者｜杜波 每经编辑｜段炼 记者|杜波 编辑|段炼 杜恒峰 校对|何小桃 封面图片|视觉中国（图文无关） 2月5日，港股三大指数低开后震荡走高。截至收盘，恒生指数涨0.141%，国企指数涨0.497%，恒生科技指数涨0.74%。南向资金净买入超249亿港元。 新能源车企、航空、电信、生物医药、内银、物流等概念走强；有色金属、商业航天、光通讯、芯片、光伏太阳能等概念走弱。 科网股午后回暖，联想涨超3%，小米、百度涨超2%，美团涨超1%；黄金股普跌，赤峰黄金跌超5%。 | | 热门股 蓝筹股 | 红筹股 国企股 | | | | --- | --- | --- | --- | --- | | | 1 展开分析 | 价格 | 涨跌幅 | 成交额 | | 1 | 腾讯控股 | 558.500 | +0.090% 434.61亿 | | | | 00700 | | | | | 2 | 小米集团-W | 34.920 | +2.827% | 69.97亿 | | | 01810 | | | | | 3 | 阿里巴巴－W | 159.600 | +0.063% 140.68亿 | | | | 09988 | | | | ...

2月5日，胡润研究院发布《2025胡润中国500强》，列出了中国500强非国有企业，按照企业价值进行排名（注：上市公司市值按照2025年11月14 日的收盘价计算，非上市公司估值参考同行业上市公司或根据最新一轮融资情况进行估算）。这是胡润研究院连续第七次发布"胡润中国500强"。 榜单显示，台积电价值增长3.5万亿元，以10.5万亿元再度蝉联中国价值最高的民营企业；腾讯价值增长1.9万亿元，以5.3万亿元稳居第二；字节跳 动价值增长1.8万亿元，以3.4万亿元保持第三。 | | | 《2025胡润中国500强》 前十名 | | | | | --- | --- | --- | --- | --- | --- | | 排名 | 公司 | 价值(亿元人民币) | - 涨幅 | EEE 行y | | | | 台积电 | atten good and super lease le volus and service and the series of the series of the series and the series of the serie | 50% | | | | 2- | 腾讯控股 | 53,300 ...

【#小米首次进入中国500强前十#】胡润研究院发布2月5日发布《2025胡润中国500强》，台积电价值增 长3.5万亿元，以10.5万亿元再度蝉联中国价值最高的民营企业。腾讯价值增长1.9万亿元，以5.3万亿元 稳居第二。字节跳动价值增长1.8万亿元，以3.4万亿元保持第三。小米新进前十，价值增长3570亿元， 以1万亿元位列第八。@新浪科技 | | | 《2025胡润中国500强》 前十名 | | | | | --- | --- | --- | --- | --- | --- | | 排名 | 公司 | 价值(亿元人民币) | 涨幅 | 主要行业 | | | 1- 1 | 台积电 | A C = | 50% | 半导体 | 新竹 | | 2- | 匿谓腔股 | 53,300 | 56%50 0.5% | 娱乐 | 深圳 | | 3- | 字节跳动 | 34,000 | 109% | 娱乐 | 北京 | | 4- | 阿里巴巴 | 27,000 | 75% | 电子商务 | 杭州 | | 175- | 宁德时代 | 18,600 | 59% 13 HE 134 | 锂电池 | 宁德 | | | 拼多多 | 1 ...

上榜的500家企业总价值为77万亿元，增加21万亿元，涨幅达38%，其中以台积电、寒武纪、联发科为代表的半导体行业增长最多。从企业所在城市 来看，北京、上海和深圳仍然是胡润中国500强企业数量最多的前三大城市，分别有59家、57家、49家，台北、香港、杭州分别以32家、30家、26家 排名第四至第六位。这六大城市所占中国500强企业的数量达到总数的50%。 本文源自：金融界汽车 作者：AI君 2月5日，胡润研究院发布了《2025胡润中国500强》，其中台积电以10.5万亿人民币价值蝉联榜首，价值涨幅达50%。腾讯控股、字节跳动、阿里巴 巴、宁德时代分列第二至第四位，价值分别为5.33万亿、3.4万亿、2.7万亿、1.86万亿。小米排名上升3位来到第八，价值为1万亿；比亚迪排名第九， 价值为8720亿元；华为排名第十，价值为8500亿元。 | | | | | | | | 《2025胡润中国500强》 前100名 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 完整榜 ...

银河证券认为，港股科技板块仍是中长期投资主线，在产业链涨价、国产化替代、AI应用加速推 进等多重利好共振下，有望震荡上行。 （责任编辑：刘畅 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 恒生科技ETF南方(520570)及场外联接(A类：020988；C类：020989)跟涨恒生科技指数，该指数覆 盖了中国科技产业中最核心的方向：互联网平台、AI与算力、半导体、新能源汽车、智能硬件、生物 医药等，囊括了当前全球最具成长性的科技赛道。其成份股既包括腾讯、阿里、京东、快手等平台型公 司，也涵盖中芯国际、小米、小鹏等硬科技与制造端代表，形成了较为完整的科技产业链结构。 从最新市盈率看，截至2月4日，恒生科技指数的市盈率（PE-TTM）为22.38倍，位于指数成立以来 的25.69%历史分位数，处于历史估值相对低位。 港股主要指数调整，截至发稿，恒生科技ETF南方(520570)成交额超1.1亿元，交投活 ...

里昂列出2026年六大首选股，包括腾讯控股(00700)、小米集团-W(01810)、阿里巴巴-W(09988)、网易- S(09899) 、快手-W(01024) 及京东健康(09618) ，并特别指出看好阿里巴巴的云业务、腾讯的AI应用， 以及小米的消费级AI设备。 里昂发布研报称，中国互联网行业在2025年表现强劲，随着DeepSeek引领国内AI趋势，预计2026年涨 势将延续，尤其在代理AI和生成式视频应用的竞争将加剧。中国与美国将在全球范围内的AI模型、应 用、云服务及自动驾驶(Robotaxi)领域展开正面竞争。 尽管面临地缘政治挑战，中国游戏和电商在海外市场持续快速增长，但该行对国内电商板块的前景持谨 慎态度。在投资策略上，里昂偏好AI、游戏及健康相关板块，预测行业收入及调整后EBIT将分别同比 增长12%及29%，并认为中国有望在全球引领AI应用落地。 估值方面，该行指出板块当前2026年预测调整后市盈率为16.1倍(2027年为13.7倍)，较美国同业存在约 40%的折让，估值仍具吸引力。 ...

智通财经APP获悉，2月5日，胡润研究院发布《2025胡润中国500强》，列出了中国500强非国有企业。榜单显 示，2025年胡润中国500强企业总价值上涨21万亿元(38%)，达到77万亿元。其中，台积电(TSM.US)价值增长 3.5万亿元，以10.5万亿元再度蝉联中国价值最高的民营企业；腾讯(00700)价值增长1.9万亿元，以5.3万亿元稳 居第二；字节跳动价值增长1.8万亿元，以3.4万亿元保持第三；小米(01810)新进前十，价值增长3570亿元，以 1万亿元位列第八。 行业上，半导体行业今年增长最多，超越生命健康，成为胡润中国500强企业的第二大行业，工业产品行业仍 然第一，生命健康行业位列第三。此外，增长较多的还有化工、金属与矿产以及能源等行业。下降最多的则 是房地产，其次是零售。 上榜企业中，有386家企业的价值比上一年有所增长，其中包括95家新上榜企业；16家企业的价值与上一年持 平；102家企业的价值有所下降。65%为B2B企业，比上一年增加8%；35%直接面向消费者。75%的企业提供 实体产品；25%提供软件或服务。半导体、传媒娱乐、工业产品以及消费品这四个行业占据了胡润中国500强 ...