来源：新浪基金∞工作室 中证500成长ETF银华（562340）业绩比较基准为中证500质量成长指数收益率×100%，管理人为银华基 金管理股份有限公司，基金经理为张亦驰，成立（2024-04-25）以来回报为39.20%，近一个月回报为 3.00%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月24日，截止午间收盘，中证500成长ETF银华（562340）涨1.73%，报1.415元，成交额45.79万元。中 证500成长ETF银华（562340）重仓股方面，巨人网络截止午盘跌4.69%，西部矿业涨2.60%，天山铝业 涨1.05%，厦门钨业涨0.82%，通富微电涨2.12%，宏发股份涨2.38%，杰瑞股份涨5.15%，睿创微纳涨 0.17%，豪迈科技涨0.16%，金诚信涨2.94%。 ...

来源：智通财经 在越南最大城市胡志明市，春节不仅是阖家团圆的传统佳节，更是观察其经济活力的重要窗口。 节日期间，智通财经记者在胡志明街头发现，一个本土电动汽车品牌的身影已随处可见——这就是被誉 为"越南特斯拉"的VinFast。 从第一郡的繁华商圈到第五郡的华人聚居区，无论是穿梭于摩托车流中的VF e34电动轿车，还是停靠在 高端酒店门口的VF 9豪华SUV，这个被誉为"越南特斯拉"的本土品牌，正以惊人的速度占领越南市场。 据VinFast官方数据，VinFast2025年在越南市场交付175099辆电车，其中12月交付2.76万辆，刷新越南单 一汽车品牌月度销量纪录，并且连续15个月稳居市场份额第一。 近期，VinFast公开披露，今年全球电动汽车交付目标为30万辆。不仅如此，VinFast还宣布将加速电动 摩托车全球扩张，计划首阶段进军菲律宾、印尼、印度、泰国及马来西亚五个市场，推出多款换电式电 动摩托车，并持续增加新车型。 在这面"越南制造"的旗帜背后，是中国供应链的强力支撑。 飞龙股份在公司回答调研者提问时表示，目前公司电子泵系列产品主要客户及建立联系的超130家，主 要有奇瑞、理想、拓普、越南VIN ...

内容概况：在2018至2019年间，受逆变器产品价格大幅下降及太阳能光伏新增装机增速放缓的双重影 响，中国逆变器市场规模呈现阶段性收缩态势，其中2019年市场规模降至100.69亿元，同比下降 20.47%。2020年以来，随着光伏产业技术持续进步、行业全面进入平价上网阶段，并在"双碳"战略的深 入推进下，光伏行业整体步入快速发展阶段，从而有力带动逆变器市场规模实现快速增长。与此同时， 光伏组件成本的持续下降也在一定程度上刺激了终端对逆变器的配套需求。数据显示，2025年中国逆变 器行业市场规模已提升至561.7亿元。展望未来，在能源结构绿色低碳转型持续推进的背景下，逆变器 市场规模有望保持持续增长趋势。 相关上市企业：阳光电源（300274）、锦浪科技（300763）、固德威（688390）、上能电气 （300827）、科士达（002518）、生益科技（600183）、风华高科（000636）、顺络电子（002138）、 宏发股份（600885）、宝胜股份（600973）等。 相关企业：华为技术有限公司、深圳古瑞瓦特能源股份有限公司、广州三晶电气股份有限公司、南京冠 隆电力科技有限公司、江苏宝丰新能源科技有 ...

Group 1 - In 2025, China's foreign trade showed strong resilience, with total exports reaching a historical high, growing by 5.5% year-on-year, despite a complex external environment [1][57] - China's trade surplus exceeded $1 trillion for the first time, marking a significant increase of 19.8% year-on-year [1][57] - The net export of goods and services contributed 1.64 percentage points to GDP growth, the second-highest level since 2007, only behind 2021 [3] Group 2 - The diversification of external demand has strengthened, with emerging markets compensating for the decline in exports to the US, which fell by 19.79% year-on-year [6] - Exports to ASEAN, Africa, and the Middle East saw significant growth rates of 25.9%, 13.64%, and 9.7% respectively, contributing positively to the overall export scale [6] - The share of US exports in China's total exports decreased by 3.53 percentage points to 11.15% [6] Group 3 - The product structure of China's foreign trade is shifting towards higher value chains, with high-end products like electrical machinery, machinery, automobiles, and ships being the main export drivers [8] - Traditional light industrial products such as furniture and toys have seen a decline in export scale due to tariff friction and industrial chain relocation [8] Group 4 - The restructuring of global supply chains is creating significant opportunities for Chinese companies, with a notable increase in the number of Chinese enterprises establishing production capacities abroad, reaching 229 in 2025, nearly doubling from 2024 [18] - ASEAN, Mexico, and India are the primary destinations for Chinese production capacity outflows, with ASEAN covering a wide range of industries [18] Group 5 - The AI expansion cycle is a core focus in the Chinese capital market, with significant growth expected in AI computing hardware, supported by macro investment scales and healthy balance sheets of major tech companies [29][30] - The capital expenditure of major cloud service providers is projected to increase significantly, reflecting strong demand for AI computing [35] Group 6 - Cultural and technological value output is becoming a major trend for Chinese enterprises going abroad, with significant growth in IP exports and innovative products in sectors like gaming and new dining [39][41] - The Chinese innovative pharmaceutical sector is increasingly integrated into the global supply chain, with more products commercialized in the US and Europe [41] Group 7 - Key sectors with strong overseas expansion opportunities in 2026 include new energy (batteries, grid equipment), machinery, TMT (technology, media, telecommunications), and innovative pharmaceuticals [46] - The gaming industry is also highlighted for its potential, with significant overseas revenue growth expected [49]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600885 证券简称：宏发股份 编 号：临2026-004 宏发科技股份有限公司关于控股股东部分股份解质押的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示: ● 公司控股股东有格创业投资有限公司直接持有本公司股票399,216,292股，占本公司总股本的25.80%。 本次质押解除后，有格投资累计质押本公司股票合计59,172,000股，占其持有的本公司股份的14.82%， 占本公司总股本的3.82%。 宏发科技股份有限公司（以下简称"公司"或"本公司"）于2026年2月13日接到本公司控股股东有格创业 投资有限公司（以下简称"有格投资"）通知，有格投资将其原质押给中国工商银行股份有限公司长泰支 行本公司无限售条件流通股10,000,000股已解除质押，具体情况如下： 三. 风险提示 截至本公告披露日，有格投资累计质押股份不存在平仓风险，亦不会对公司生产经营和公司治理产生实 质性影响。公司将持续关注控股股东股份质押及其风险情况，并按规定及时做好相 ...

每经头条（nbdtoutiao）——上市公司净利从暴增9倍到突然预亏超2亿元，董事长为何自掏5000万元补 窟窿？50亿元信托理财也去向成谜，股民直呼看不懂 每经AI快讯，宏发股份2月13日晚间发布公告称，公司于2026年2月13日接到本公司控股股东有格创业 投资有限公司（以下简称"有格投资"）通知，有格投资将其原质押给中国工商银行股份有限公司长泰支 行本公司无限售条件流通股1000万股已解除质押。公司控股股东有格创业投资有限公司直接持有公司股 票约3.99亿股，占公司总股本的25.8%。本次质押解除后，有格投资累计质押公司股票合计约5917万 股，占其持有的公司股份的14.82%，占公司总股本的3.82%。 （记者 王晓波） ...

| 股东名称 | 有格创业投资有限公司 | | --- | --- | | 本次解质股份 | 10,000,000 股 | | 占其所持股份比例 | 2.50% | | 占公司总股本比例 | 0.65% | | 解质时间 | 2026 年 2 月 12 日 | | 持股数量 | 399,216,292 股 | 证券代码：600885 证券简称：宏发股份 编 号：临 2026-004 宏发科技股份有限公司 关于控股股东部分股份解质押的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 公司控股股东有格创业投资有限公司直接持有本公司股票 399,216,292 股， 占本公司总股本的 25.80%。本次质押解除后，有格投资累计质押本公司股票 合计 59,172,000 股，占其持有的本公司股份的 14.82%，占本公司总股本的 3.82%。 宏发科技股份有限公司（以下简称"公司"或"本公司"）于 2026 年 2 月 13 日接到本公司控股股东有格创业投资有限公司（以下简称"有格投资"）通知， 有格投资将其原质押 ...

Group 1 - The core viewpoint of the article highlights the performance of the CSI 500 Growth ETF managed by Huaxia Fund Management, which has seen a return of 29.67% since its inception on July 19, 2022, and a return of 0.82% over the past month [1][1][1] - As of the midday close on February 13, the CSI 500 Growth ETF (159620) fell by 0.77%, trading at 1.289 yuan with a transaction volume of 893,900 yuan [1][1][1] - The top holdings of the CSI 500 Growth ETF include stocks such as Ruichuang Micro-Nano, which rose by 0.94%, and Changchuan Technology, which increased by 2.50%, while stocks like Hehe Information and Dazhu CNC experienced declines of 1.37% and 0.15%, respectively [1][1][1] Group 2 - The performance benchmark for the CSI 500 Growth ETF is the return rate of the CSI Smart Selection 500 Growth Innovation Strategy Index [1][1][1] - The fund is managed by Huaxia Fund Management Company, with Rong Ying serving as the fund manager [1][1][1]

Core Viewpoint - The global power grid is facing unprecedented pressure and opportunities due to the simultaneous arrival of the energy revolution and computing power revolution, with significant investments expected in the coming years [1] Group 1: Global Power Grid Investment - In China, the State Grid announced a fixed asset investment of 4 trillion yuan for the 14th Five-Year Plan period (2026-2030), a 40% increase from the previous plan, with an average annual investment of 800 billion yuan [2] - Southern Power Grid plans to invest 180 billion yuan in fixed assets in 2026, marking a continuous five-year high with an average growth rate of 9.5% [2] - The urgent need for energy infrastructure upgrades and the challenges posed by high-density computing power are driving accelerated grid construction to keep pace with power supply developments [2][3] Group 2: Global Electricity Shortage - Developed economies, particularly in Europe and North America, are facing severe aging of power grid infrastructure, with average service years reaching 50 years in Europe and 40 years in North America [3] - The U.S. Department of Energy reported a 60% increase in power outages from 2013 to 2023, with outage durations nearly doubling, and projections suggest a further 100% increase in outages by 2030 [2][3] Group 3: AI and Power Demand - The AI computing revolution is reshaping electricity demand, with significant power consumption expected from AI model training and inference [5] - For instance, training OpenAI's GPT-3XL model could consume up to 1.183 billion kilowatt-hours annually, highlighting the substantial energy requirements of AI applications [5][6] - The U.S. data center capacity is projected to reach 245 GW by October 2025, with an expected annual growth rate of 2%-3% in electricity demand driven by AI [6] Group 4: Investment Opportunities in Power Equipment - Fund managers are increasingly investing in the power equipment supply chain, with notable increases in holdings for companies like Siyi Electric, TBEA, and Jinpan Technology [7] - Siyi Electric's overseas revenue share reached 33.68% in the first half of 2025, while TBEA secured a local procurement project in Saudi Arabia worth approximately 16.4 billion yuan [7] - The demand for transformers and switches in North America presents a significant opportunity for Chinese power equipment manufacturers, who have surpassed U.S. companies in technology and cost competitiveness [8]

Group 1 - The core viewpoint of the article highlights the performance of the Electric Grid Equipment ETF Guangfa (159320), which rose by 1.27% to 1.908 yuan with a trading volume of 25.56 million yuan as of the midday close on February 6 [1] - The major holdings of the Electric Grid Equipment ETF include companies such as Tebian Electric Apparatus, which increased by 0.94%, and Zhongtian Technology, which rose by 4.79%, among others [1] - The performance benchmark for the Electric Grid Equipment ETF is the return rate of the Hang Seng A-share Electric Grid Equipment Index, with a return of 88.21% since its establishment on December 12, 2024, and a one-month return of 12.09% [1]