【重要事项】 容大感光：首条高端感光线路干膜光刻胶生产线有望2026年下半年试生产 芯能科技：正在开展太空光伏（核心股）组件生产所需资源分析评估及可行性研究 嘉事堂：控股股东将变更为同仁堂集团，实控人变更为北京市国资委，股票复牌 凯龙高科：拟购买金旺达70%股权，股票复牌，金旺达主营精密传动部件 【投资经营】 苏州高新：参股企业苏高新创投（核心股）通过基金间接参与投资了银河通用机器人（核心股） 旺能环境：拟投资不超过12亿元在乌兹别克斯坦建设垃圾焚烧发电厂 富临精工：与宁德时代共同对子公司江西升华增资扩股 一汽解放：拟使用不超过100亿元自有资金进行委托理财 韩建河山：拟收购兴福新材99.9978%股份，新增PEEK业务 【签约合作】 鸿富瀚：与广东全象签署4.8亿元合同，将提供机器人（核心股）等产品 【增持回购】 宁德时代：截至1月31日已累计回购1599.08万股A股股份，成交总金额为43.86亿元 贵州茅台：截至2026年1月底已累计回购股份41.69万股，已支付的总金额为5.71亿元 兴业银锡：董事、副总裁兼董事会秘书孙凯2月3日增持4万股 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...

Group 1 - The first "No. 1 Document" of the 14th Five-Year Plan emphasizes the integration of artificial intelligence with agriculture, expanding applications in drones, IoT, and robotics, while promoting rural e-commerce and enhancing infrastructure for cold storage and logistics [1] - WTI crude oil futures rose by 1.72% to $63.21 per barrel, while Brent crude increased by 1.55% to $67.33 per barrel amid geopolitical tensions involving U.S. naval forces and Iranian drones [1] - U.S. stock indices collectively declined, with the Dow down 0.34%, Nasdaq down 1.43%, and S&P 500 down 0.83%, while precious metals saw significant gains, with COMEX gold futures up 6.83% to $4970.5 per ounce [1] Group 2 - LME metal futures saw widespread gains, with LME copper rising by $586 to $13,478 per ton, driven by China's potential reserve plans for copper concentrate and a U.S. mineral reserve initiative with initial funding of $12 billion [2] - The Paris prosecutor's office has launched a search at X's office in France, part of an ongoing investigation involving Elon Musk and former CEO Linda Yaccarino, with a hearing scheduled for April 20 [2] - Samsung Electronics and SK Hynix's combined market value reached $1.14 trillion, surpassing Alibaba and Tencent's combined value of $1.07 trillion, indicating a shift in AI investment towards infrastructure [4] Group 3 - In January 2026, A-share new accounts reached 4.9158 million, a 89% month-on-month increase and a 213% year-on-year increase from January 2025 [5] - The latest data shows that the net asset value of Guotou Ruijin silver futures increased by 3.3%, with the unit net value reported at 2.3238 yuan [5] - The commercial space launch company in Hainan announced plans for nearly 30 launch missions in 2026, focusing on new model launches and operational readiness [6] Group 4 - The China Engineering Machinery Industry Association reported a 39.1% year-on-year increase in domestic sales of truck cranes in December 2025, indicating a recovery in the construction machinery sector [7] - SpaceX confirmed a merger with xAI, integrating AI, rockets, and satellite internet, with an estimated post-merger valuation of $1.25 trillion [7] - The commercial real estate REITs pilot program has seen the first eight REITs submit applications to raise a total of 31.475 billion yuan, with expected distribution rates above 4.5% [9] Group 5 - The Ministry of Industry and Information Technology emphasized the need for strategic planning in emerging industries, including 6G, quantum technology, and hydrogen energy [10] - The sales of home appliances and digital products in January exceeded 15 million units, generating nearly 59 billion yuan in sales, driven by the old-for-new appliance replacement policy [11] - The smart retail market in China is projected to grow to approximately 64.5 billion yuan by 2030, with a compound annual growth rate of 22% [14]

4、美伊对峙短暂升温，美股三大指数集体收跌，贵金属大涨。 5、中国有色金属工业协会：研究将贸易量大、容易变现的铜精矿纳入储备范围。 早 报 精 选 宏 观 新 闻 1、 中央一号文件《中共中央 国务院关于锚定农业农村现代化 扎实推进乡村全面振兴的意见》发布，部署扎实推进乡村全面振兴。 文件首次系统性部署实施常态化精准帮扶，明确把常态化帮扶纳入乡村振兴战略统筹实施。意见还指出，因地制宜发展农业新质生产 力，促进人工智能与农业发展相结合，拓展无人机、物联网、机器人等应用场景，加快农业生物制造关键技术创新。 2、外交部发言人林剑昨日主持例行记者会。有记者提问称，美国预计将启动一项关键矿产储备计划，初期资金为120亿美元。林剑 表示，在维护关键矿产全球产业链稳定与安全问题上，中方的立场没有变化。各方都有责任为此发挥建设性作用。 3、为保持银行体系流动性充裕，今日，中国人民银行将以固定数量、利率招标、多重价位中标方式开展8000亿元买断式逆回购操 作，期限为3个月（91天）。 4、美国国会众议院投票通过联邦政府多个部门本财年剩余时间拨款法案，从1月31日开始的联邦政府部分"停摆"僵局得以化解。美 国总统特朗普随后签署了 ...

集邦咨询最新研报预计，2026年全球人形机器人出货量将突破五万台，年增700%以上。 开源证券发布研报称，2025年人形机器人产业完成从"0-1"到"1-10"的跨越，核心驱动力在于"技术收 敛"；展望2026年，行业将突破"1-10"的关键拐点，向"10-100"规模化迈进，核心主题切换为"量产落地 与商业化提速"。 随着人形机器人快速发展，其动力问题也成为市场关注的焦点。"在人形机器人快速发展的同时，动力 系统的瓶颈问题也开始凸显。"西安工程大学产业发展和投资研究中心主任王铁山在接受《证券日报》 记者采访时表示，传统锂电池的能量密度、安全性与体积限制，成为人形机器人规模化应用的重要瓶 颈。 据悉，高镍三元锂电池(NMC/NCA)是当前机器人电池的主流选择。然而，受限于液态锂电池的能量密 度，以及人形机器人躯干空间、重量等因素，多数产品的续航能力集中在两小时到四小时，电池容量多 低于2kWh。如UnitreeH1的电池容量为0.864kWh，静态续航不足四小时；TeslaOptimusGen2搭载2.3kWh 高镍三元电池系统，也仅能维持约两小时的动态续航。 "人形机器人对动力系统有着极其严苛的要求，而当前 ...

每经AI快讯，2月3日，富临精工（300432）(300432.SZ)公告称，公司与宁德时代（300750）拟共同对 控股子公司江西升华新材料有限公司增资扩股，公司拟将所持有的江西升华5亿元债权转作对其增资， 认购江西升华新增注册资本4.065亿元，宁德时代拟现金增资7.471亿元，认购江西升华新增注册资本 6.074亿元。本次增资完成后，江西升华的注册资本将增加至28.679亿元，公司持有江西升华的股权比例 将由79.5719%减少至64.3653%，宁德时代持有江西升华的股权比例将由18.7387%增加至33.0000%。该 交易构成关联交易，已经公司董事会审议通过，尚需提交股东会审议。 ...

Key Points - Company Zhiyang Innovation plans to acquire control of Lingming Photon, leading to a suspension of trading starting February 4 [2] - Kailong High-Tech intends to purchase 70% of Jinhua Wanda, with trading resuming on February 4 [2] - ST Cube has completed its suspension review and will resume trading on February 4 [2] - YaoKang Bio reported a net profit growth of 31.49% for 2025 [2][7] - Excellent New Energy reported a net profit growth of 14.16% for 2025 [2][7] - Xuguang Electronics plans to raise no more than 1 billion yuan through a private placement [2][9] - ST Blowing and ST Jinling have received court approval for their restructuring plans [2][10] - Han Jian Heshan intends to acquire 99.9978% of Xingfu New Materials, with trading resuming on February 4 [2] - Jiashitang's controlling shareholder will change to Tongrentang Group, with trading resuming on February 4 [2] - Fulian Precision plans to increase capital in its subsidiary Jiangxi Shenghua with Ningde Times [2] - Microchip Biotech signed a licensing and distribution agreement with Nizhpharm for Sidaben [2][17] - Jiefang Automotive plans to use up to 10 billion yuan for entrusted wealth management [2][12] - Ningde Times has repurchased 15.99 million A-shares for a total of 4.386 billion yuan [2][12] Focus on Mergers and Acquisitions - Kailong High-Tech will acquire 70% of Jinhua Wanda through a combination of share issuance and cash payment, marking a significant asset restructuring [4] - Han Jian Heshan's acquisition of Xingfu New Materials aims to expand its business into organic chemical raw materials [15] - Jiashitang's share transfer to Tongrentang Group will change its controlling shareholder and actual controller [12] Performance Highlights - YaoKang Bio's total revenue for 2025 reached 793.25 million yuan, a 15.49% increase, with a net profit of 144.40 million yuan [7] - Excellent New Energy's total revenue for 2025 was 2.942 billion yuan, a 17.43% decrease, but net profit increased to 170.12 million yuan [7] Important Investments - Huangshan Tourism plans to invest 530 million yuan in a hotel project [3][16] - Wangneng Environment intends to invest up to 1.2 billion yuan in a waste incineration power plant in Uzbekistan [3][14] - Common Friend Technology signed a procurement agreement with Envision Energy for a total procurement amount of approximately 949 million yuan [3][14]

先进电池与能源材料展 2026年6月10-12日 上海新国际博览中心 主办单位： DT先进电池 DT新材料 DT未来产业 参展 联系 章群群 15314597971（微信同号） 曾 瑶 18958254586（微信同号） 扫码参展 一、 展会介绍 高安全、长续航、低成本的电池技术是智能汽车、机器人、低空经济、人工智能、消费电子、通信 ......等新兴和未来产业发展最重要的需求之一，是各国竞相发展的下 一代电池技术，也是全球科学研究和投资热点。 2026未来产业新材料博览会 （ FINE2026） 特设 先进电池与能源材料展区 ，以终端应用需求引领，重点聚焦 "人形机器人电池" 、 "智能汽车电池" 、 "低空飞行器电 池" 、 "商业航天电池" 、 "AI数据中心储能" 、 " 通信储能储能 "等核心场景，展示最先进的电池系统、固态电池、钠电池、正负极、干法电极、电解质、隔膜、集流 体、3D打印以及电池制造技术与材料。 同期， 第十届国际碳材料产业展览会 (Carbontech 2026) ，进一步强化国内少有的 "酚醛树脂—多孔材料—硅基负极"、 " 石墨烯 -碳纳米管-炭黑"、"活性炭—硬/软碳—电 容 ...

Group 1: Company Buybacks - Hengli Petrochemical's controlling shareholder Chen Jianhua increased holdings by 13.4474 million shares, with a total investment of 330 million yuan [1] - CATL has repurchased a total of 15.9908 million A-shares as of January 31 [2] - Guizhou Moutai has repurchased a total of 416,900 shares as of January 31, 2026 [2] - Industrial Fulian has a total repurchase fund of 247 million yuan as of January 31, 2026 [2] Group 2: Company Sell-offs - Yitian Intelligent's shareholder Chuan Dinghengyuan plans to reduce holdings by no more than 0.99% [3] - Xueda Education's shareholder Nanjing Xingnaheyuan plans to reduce holdings by no more than 0.5% [3] - Gaohua Technology's shareholder Huang Biao plans to reduce holdings by no more than 0.97% [3] - Kuaike Intelligent's director Dou Xiaoming plans to reduce holdings by no more than 0.15% [3] - Igor's directors and executives, including Zhao Nannan, plan to collectively reduce holdings by no more than 0.0878% [3] - Tailin Micro's major shareholder recently reduced holdings by 2.3213 million shares [3] - Jingce Electronics' shareholders and directors plan to reduce holdings [3] - Jindan Technology's shareholder Shouzhong Education plans to reduce holdings by no more than 3.00% [3] - Changjiang Communication's shareholders plan to collectively reduce holdings by no more than 1% [3] - Dahao Technology's shareholders plan to collectively reduce holdings by no more than 4% [3] - Tongyuan Petroleum's chairman and director plan to collectively reduce holdings by no more than 0.16% [3] - Yilun Media's director and CFO plan to reduce holdings [3] - Fuhan Micro's shareholder Jiezhi Holdings plans to reduce holdings by no more than 1.93% [3] - Aoshang's shareholder Huijia Chuangtou plans to reduce holdings by no more than 1.00% [3] - Changchun Yidong's shareholder FAW Equity Company plans to reduce holdings by no more than 3% [3] - Wuxi Zhenhua's major shareholder plans to collectively reduce holdings by no more than 3.00% [3] - Jiangyan Suantuan's shareholder Ningbo Longji plans to reduce holdings by no more than 3% [3] - Yilian Technology's shareholder Changjiang Changdao plans to reduce holdings by no more than 2% [3]

Group 1 - The core viewpoint of the article highlights the unveiling of the interior design and features of the new MPV model V9 from Zhijie, emphasizing its high-end configurations aimed at rear passenger comfort [1] Group 2 - The front row of the V9 features a tri-screen design with optimized screen bezels [1] - The second row is equipped with 180-degree rotating airline seats, an oxygen-generating air conditioning system, rear entertainment screens, and a built-in refrigerator [1] - The third row consists of two independent seats with electric adjustment capabilities [1] Group 3 - The exterior design of the Zhijie V9 includes a closed front face and a贯穿式 light strip [1] - The vehicle dimensions are 5359 mm in length, 2009 mm in width, and 1879 mm in height, with a wheelbase of 3250 mm, featuring a 2+2+3 seven-seat layout [1] Group 4 - The power system of the V9 is powered by Huawei's Xueyao intelligent range extender system, which includes a 1.5T range extender and front and rear dual motors [1] - Battery options include a 37 kWh lithium iron phosphate battery and a 53 kWh ternary lithium battery, with corresponding WLTC pure electric ranges of 158 km and 210-223 km, respectively [1] - The CLTC comprehensive range can reach over 1250 km [1]

Group 1 - Hongfuhuan signed a contract worth 480 million yuan with Guangdong Quanxiang to provide robots and related products, which accounts for approximately 59.68% of the company's expected revenue for 2024 [2] - Fulint Precision and CATL plan to jointly increase capital in their subsidiary, Jiangxi Shenghua New Materials, with a total investment of 12.47 billion yuan, including 5 billion yuan in debt conversion and 7.47 billion yuan in cash [3] - CATL has repurchased 15.99 million A-shares for a total of 4.386 billion yuan, representing 0.36% of its total A-share capital [17] Group 2 - Aerospace Development reported that its subsidiary, Chongqing Satellite Technology, generated less than 1% of the company's total revenue in the first three quarters of 2025, indicating minimal impact on overall performance [4] - Qixiang Tengda's new high-performance catalyst material project has been completed and is now in trial operation, enhancing the company's supply capabilities in high-end catalyst materials [6] - Jiayuan Technology plans to invest 500 million yuan in a high-end digital inkjet printing equipment and ink production project [8] Group 3 - Zhenhua Technology's optical communication business accounted for less than 5% of total revenue in the first three quarters of 2025, facing uncertainties due to market demand and competition [7] - Baidu Food reported a net profit of 273 million yuan for 2025, a slight decrease of 1.3% year-on-year, despite an 11.22% increase in total revenue [13] - Zhongyuan Media achieved a net profit of 1.349 billion yuan in 2025, a 30.99% increase year-on-year, despite a 5.13% decline in total revenue [12]