| | | 種作出張廢的 冒入 / 曹出或涉及的股每股的平均 | | | | 佔已發行的 有關事件的日 | | --- | --- | --- | --- | --- | --- | --- | | | | | | | 請參閱上述*註解)在投票權股(日/月/年) | | | | | | | | | 份自分可 | | CS20260128E00208 | JPMorgan Chase & Co. | 1001(L) | 9,056,000(L) | HKD 6.2768 | 12,613,999(L | 5.81(L)23/01/2026 | | | | 1403(S) | 9,012,000(S) | | 9,570,000(S) | 4.41(S) | | | | | | | 17,999(P) | 0.00(P) | | 股份代號: | 01057 | | --- | --- | | 上市法國名稱: | 浙江世寶股份有限公司 | | 日期 (日 / 月 / 年): | 28/12/2025 - 28/01/202 | 格隆汇1月28日丨根据联交所最新权益披露资料显示，2026年1月23日，浙江世宝(010 ...

Core Viewpoint - The A-share market is experiencing a surge in autonomous driving concept stocks, driven by positive developments in regulatory approvals for Tesla's Full Self-Driving (FSD) technology [1][2]. Group 1: Stock Performance - Ruichuang Micro-Nano (688002) reached a 20% limit up, with a total market capitalization of 56.8 billion and a year-to-date increase of 22.33% [2]. - Jingwei Hengrun (688326) rose by 16.7%, with a market cap of 17.3 billion and a year-to-date increase of 22.61% [2]. - Hanxin Technology (920092) increased by 10.72%, with a market cap of 2.854 billion and a year-to-date increase of 22.81% [2]. - Siwei Tuxin (002405) saw a rise of 9.98%, with a market cap of 26.6 billion and a year-to-date increase of 24.75% [2]. - Other notable performers include Huayi Technology (688071) up by 9.75%, Jiu Zhi Yang (300516) up by 9.32%, and Jingjin Electric (688280) up by 8.61% [2]. Group 2: Market Trends - The overall trend in the A-share market indicates a strong interest in autonomous driving technologies, as evidenced by the significant price increases in related stocks [1]. - Tesla CEO Elon Musk's announcement at the Davos World Economic Forum regarding the potential approval of FSD in Europe and China has likely contributed to the bullish sentiment in the market [1].

Core Viewpoint - The Hong Kong stock market is experiencing significant gains in the smart driving concept sector, with multiple companies showing substantial increases in their stock prices [1] Group 1: Company Performance - Zhejiang Shibao (01057.HK) has seen a stock price increase of 12.13%, reaching 6.47 HKD [1] - TuSimple (02665.HK) has risen by 7.46%, with its stock priced at 10.8 HKD [1] - Pony.ai (02026.HK) has gained 6.5%, now trading at 131.6 HKD [1] - Joyson Electronics (00699.HK) has increased by 4.56%, with a stock price of 19.02 HKD [1] - Cao Cao Travel (02643.HK) has risen by 3.67%, reaching 34.5 HKD [1]

Group 1 - The concept stocks related to intelligent driving have seen significant gains, with Zhejiang Shibao rising by 12.13% to HKD 6.47, and other companies like TuDatong and Xiaoma Zhixing also experiencing notable increases [1] - Elon Musk announced at the World Economic Forum that Tesla's Full Self-Driving (FSD) system is expected to be approved in China as early as next month, aligning closely with its approval timeline in Europe [1] - Tesla's representative in China stated that there are no new updates regarding the FSD system's progress in the Chinese market, despite ongoing efforts [1] Group 2 - Musk indicated that Tesla's Robotaxi service is expected to be widely deployed in the U.S. by the end of this year, with initial services already operating in Austin, Texas, without in-car safety supervisors [2] - According to Dongfang Securities, Level 3 autonomous driving is anticipated to commercialize starting in 2026, with further acceleration in the commercialization of Level 4 Robo-X services, presenting growth opportunities for companies involved in intelligent driving and related components [2]

Group 1 - The smart driving concept stocks saw significant gains, with Zhejiang Shibao rising by 12.13% to HKD 6.47, Tuya Technology up by 7.46% to HKD 10.8, Pony.ai increasing by 6.5% to HKD 131.6, and others also showing positive movement [1] - Elon Musk announced at the World Economic Forum that Tesla's Full Self-Driving (FSD) system is expected to be approved in China as early as next month, potentially aligning with its approval timeline in Europe [1] - Tesla's representative in China stated that there are no new updates regarding the FSD system's progress in the Chinese market [1] Group 2 - Musk indicated that Tesla's Robotaxi service is expected to be widely deployed in the U.S. this year, with initial services already operating in Austin, Texas without in-car safety supervisors [2] - According to Dongfang Securities, Level 3 autonomous driving is anticipated to commercialize starting in 2026, with further acceleration in the commercialization of Level 4 Robo-X services such as Robotaxi, Robovan, and Robotruck [2] - The smart driving sector, including related vehicle and component companies, is expected to experience growth opportunities as these technologies advance [2]

Group 1 - Zhejiang Shibao (SZ002703) hit the daily limit down on January 16, 2026, with a price of 23.25 yuan, a decline of 9.99%, and a total market capitalization of 19.126 billion yuan [1] - The company has completed only 18.55% of its intelligent steering system project, with two projects delayed by one year, which may impact future business development and profit expectations [2] - Inventory increased by 5.4% year-on-year, and the inventory turnover rate has decreased, indicating operational management issues [2] Group 2 - The automotive parts sector is significantly affected by industry competition and technological updates, which may impact Zhejiang Shibao's market share and performance if the automotive industry slows down [2] - Market sentiment and funding flows are crucial; recent historical highs in stock prices may lead to profit-taking, putting pressure on stock prices [2] - If the automotive parts concept loses market focus, funds may flow out of the sector, leading to a decline in stock prices [2]

Group 1 - The core viewpoint of the news is that Zhejiang Shibao has shown significant financial performance with a notable increase in revenue and net profit, while also experiencing high levels of financing and margin trading activity [1][2]. Group 2 - As of January 15, Zhejiang Shibao's stock price decreased by 0.62%, with a trading volume of 3.51 billion yuan. The financing buy-in amount was 349 million yuan, while the financing repayment was 350 million yuan, resulting in a net financing outflow of 1.41 million yuan [1]. - The total margin trading balance for Zhejiang Shibao reached 657 million yuan, accounting for 4.20% of its market capitalization, which is above the 90th percentile level over the past year [1]. - On the short selling side, 24,700 shares were repaid on January 15, with no shares sold short, leading to a short selling balance of 33,580 yuan, also exceeding the 90th percentile level over the past year [1]. Group 3 - For the period from January to September 2025, Zhejiang Shibao achieved operating revenue of 2.462 billion yuan, representing a year-on-year growth of 35.44%. The net profit attributable to shareholders was 150 million yuan, reflecting a year-on-year increase of 33.66% [2]. - The company has distributed a total of 209 million yuan in dividends since its A-share listing, with 69.36 million yuan distributed over the past three years [2]. - As of September 30, 2025, the number of shareholders for Zhejiang Shibao was 66,600, a decrease of 15.11% from the previous period [2].

Core Viewpoint - Zhejiang Shibao (002703) saw a significant increase of over 7%, currently trading at 6.24 HKD with a transaction volume of 221 million HKD, driven by the announcement of the "Mosu Zhixing" action plan for advanced autonomous driving in Shanghai [1] Group 1: Policy Developments - The Shanghai Municipal Economic and Information Commission, along with other authorities, released an action plan aimed at accelerating the transformation of autonomous driving technology into industrial competitiveness [1] - The action plan outlines three main areas with nine key tasks, including promoting the application of driverless equipment, enhancing autonomous driving data monitoring platforms, and expanding open areas for autonomous driving [1] Group 2: Industry Progress - Significant advancements in high-level autonomous driving were noted at the end of last year, marking a substantial step towards the commercialization of L3/L4 levels [1] - The Ministry of Industry and Information Technology in China conditionally approved the first batch of L3 level autonomous driving mass production vehicles, while Tesla's Model Y Robotaxi was observed operating unsupervised in Austin, USA [1] - Nvidia recently launched an autonomous driving model platform, indicating ongoing progress in the Robotaxi industry [1] Group 3: Future Outlook - According to Guosen Securities, the combination of policy support, technological advancements, and cost catalysts is expected to lead to a pivotal moment for L4 autonomous driving in 2026 [1]

Core Viewpoint - Zhejiang Shibao (01057) saw a significant increase of over 7%, currently trading at 6.24 HKD with a transaction volume of 221 million HKD, following the release of a new action plan for advanced autonomous driving in Shanghai [1] Group 1: Industry Developments - The Shanghai Municipal Economic and Information Commission, along with other authorities, issued the "Mosu Zhixing" action plan aimed at promoting the innovation of autonomous driving technology and its transformation into industrial competitiveness [1] - The action plan outlines nine key tasks across three main areas, including the orderly promotion of autonomous driving equipment application, the establishment of a data monitoring platform, and the expansion of open areas for autonomous driving [1] - Significant advancements in high-level autonomous driving were noted at the end of last year, with both China and the U.S. making strides towards the commercialization of L3/L4 autonomous vehicles [1] Group 2: Future Projections - The Ministry of Industry and Information Technology in China is set to conditionally approve the first batch of L3 level autonomous vehicles by December 15, 2025, indicating a move towards mass production [1] - In the U.S., Tesla's Model Y Robotaxi has begun operating with unsupervised Full Self-Driving (FSD) capabilities on the streets of Austin [1] - According to Guosen Securities, the combination of policy support, technological advancements, and cost reductions is expected to catalyze the L4 autonomous driving market, with 2026 anticipated to be a pivotal year [1]

Group 1 - The smart driving concept has seen a significant rise, with companies like Suoling Co., Ltd. hitting the daily limit up [1] - Weidi Co., Ltd. and Jinjiang Online also reached the daily limit up, indicating strong market interest [1] - Other companies such as Wanjitech, Zhejiang Sebao, and Luchang Technology experienced notable price increases [1]