记者丨 郑康喜 郭莎 今年政府工作报告提出，打造智能经济新形态，深化拓展"人工智能＋"。广州这座千年商都， 又到了一个关键路口。 此前，"依然北上广"成为互联网上的热议话题。全国两会期间，南方财经记者与多位代表委员 深入交流。大家普遍认为，智能经济将关系着广州"依然北上广"的发展能级与方位，在智能经 济竞逐浪潮中，广州应把握的机遇，正是它最深厚的底色——创新密度、人才厚度和场景广 度，以此重新定义在中国一线城市版图中的新坐标。 图为何小鹏和小鹏IRON机器人。刘锦阳摄。 以场景竞逐智能经济 编辑丨蒋韵 张嘉钰 二十多年前，当何小鹏以"广漂"身份踏入广州时，他或许没想到，这座城市会成为他连续创业 之地。 在日前举行的全国两会广东代表团开放日活动上，全国人大代表、小鹏汽车董事长何小鹏再次 为广州点赞："广州不仅托举了创业者的梦想，还给了我们非常开心、温暖的家的归属。" 今年全国两会期间，广州被多次提及。科技部部长阴和俊在"部长通道"上表示，在全球百强创 新集群排名中，"深圳—香港—广州"创新集群已跃居全球第一。政府工作报告前后两次"点 名"粤港澳大湾区，广州作为核心城市，支撑着大湾区的建设。 今年政府工作报告首提 ...

2026 年 03 月 10 日 晨会纪要 研究所： 证券分析师： 余春生 S0350513090001 yucs@ghzq.com.cn [Table_Title] 晨会纪要 ——2026 年第 36 期 最新报告摘要 比亚迪召开兆瓦闪充和第二代刀片电池技术发布会，小鹏发布第二代 VLA--行业周报 多家医药公司 3 月纳入港股通，交易流动性有望提升--行业周报 ETF 资金转为净流入--策略周报 2025 年业绩稳健增长，创新业务发展启航--德赛西威/软件开发(002920/217104) 公司点评 美伊冲突下的债市情绪全览--债券研究周报 地方债机构行为策略初探——机构行为 100 篇（二）--固定收益专题研究 证券研究报告 1、最新报告摘要 1.1、比亚迪召开兆瓦闪充和第二代刀片电池技术发布会，小鹏发布第二代 VLA--行业周报 分析师：戴畅 S0350523120004 投资要点: 2026.03.02-03.06 A 股汽车板块涨幅跑输上证指数。一周涨跌幅（3 月 2 日至 3 月 6 日）：上证综指-0.9%， 创业板指-2.4%，汽车板块指数-2.8%，其中乘用车/商用车/零部件/汽车服务分别 ...

记者丨张嘉钰 编辑丨曾静娇 周一（3月9日），美国三大股指全线收涨。道指涨0.5%；标普500指数涨0.83%，盘中一度跌超1.5%；纳指涨1.38%，基本收复自伊朗冲突以 来的全部跌幅。 据央视新闻报道， 特朗普称美国对伊朗战事已基本结束 。 | 道琼斯工业 | 纳斯达克指 | 标普500 | | --- | --- | --- | | 47740.80 22695.95 | | 6795.99 | | +239.25 +0.50% +308.27 +1.38% +55.97 +0.83% | | | | 美国科技七 中概科技龙 | | 中国金龙 | | 62299.79 3817.94 | | 7083.84 | | +812.56 +1.32% +80.23 +2.15% +122.79 +1.76% | | | | 道琼斯期货 纳斯达克100 标普500期货 | | | | 47660 24914.25 | | | | -109 - -0.23% -76.75 -0.31% -18.50 -0.27% | | | 大型科技股集体上涨，万得美国科技七巨头指数涨1.32%。英伟达、谷歌A涨超2% 。 半导 ...

5 Companies Quietly Eating Tesla's Lunch in 2026 — and One Is Already Winning - 24/7 Wall St.S&P 5006,660.30 -1.15%Dow Jones46,779.00 -1.40%Nasdaq 10024,401.00 -0.99%Russell 20002,474.51 -1.90%FTSE 10010,187.00 -1.26%Nikkei 22553,086.20 -1.73%Stock Market Live March 9, 2026 – S&P 500 (SPY) Drops as Oil Gushes HigherInvesting# 5 Companies Quietly Eating Tesla's Lunch in 2026 — and One Is Already Winning### Quick ReadTesla (TSLA) deliveries down 9% to 1.64M; BYD (BYDDFF) sold 2.26M pure EVs (up 28%), $80B rev ...

BYD ( OTC:BYDDFF ) didn't just overtake Tesla in 2025, it buried the gap as the company sold 2.26 million pure-electric vehicles last year, a 28% increase against Tesla's 1.64 million. Including plug-in hybrids, BYD moved 4.55 million vehicles total while international sales surpassed one million units for the first time, up 150% year over year. Ultimately, BYD's vertical integration, which manufactures its own batteries, semiconductors, and most major components, gives it a cost structure that no Western a ...

Group 1 - The core point of the news is that Chinese electric vehicle stocks experienced a collective rise on March 9, with XPeng Motors increasing by nearly 8%, Li Auto rising by nearly 4%, and NIO gaining over 1% [1][2][3]. Group 2 - XPeng Motors' stock price reached $18.550, reflecting an increase of $1.230 or 7.10% during trading on March 9 [3]. - The opening price for XPeng Motors was $17.930, with a daily high of $18.750 and a trading volume of 4.3535 million shares [3]. - The previous closing price was $17.320, and the total market capitalization of XPeng Motors is approximately $17.683 billion [3].

Group 1 - The core viewpoint of the article highlights a collective rise in Chinese electric vehicle stocks on March 9, with notable increases in share prices for several companies [1] Group 2 - Xiaopeng Motors saw a rise of over 7% in its stock price [1] - Li Auto experienced an increase of over 3% [1] - NIO's stock price rose by over 1% [1]

Investment Rating - The report maintains a "Buy" rating for key companies in the electric equipment and new energy sectors, including Ningde Times, Keda Li, and others [6][7]. Core Insights - The electric equipment and new energy sector saw a weekly increase of 0.55%, outperforming the Shanghai Composite Index, with lithium battery indices showing the highest growth at 2.07% [1]. - In February 2026, the overall car market showed signs of fatigue, but some new energy vehicle manufacturers, such as Zeekr and NIO, reported significant year-on-year growth in deliveries [2][15]. - The U.S. plans to invest 86 GW in new utility-scale power generation capacity in 2026, marking the largest annual increase in over two decades, driven primarily by solar and battery storage [3][38]. - A $75 billion investment in transmission expansion projects in the U.S. aims to build 765 kV ultra-high voltage lines to meet rising electricity demand, with significant contracts awarded to various companies [4][56]. Summary by Sections New Energy Vehicles - February 2026 saw a general decline in new energy vehicle deliveries due to the dual impact of the Spring Festival holiday and changes in new energy vehicle purchase tax policies, although some brands like Zeekr and NIO achieved positive growth [2][15][23]. New Energy Generation - The U.S. is set for a historic increase in utility-scale power generation capacity in 2026, with solar and battery storage accounting for 79% of the planned new projects, including 43.4 GW of solar capacity [3][38][40]. Electric Equipment and Automation - The U.S. has approved $75 billion for transmission expansion projects, focusing on building ultra-high voltage lines to address increasing electricity demand, with significant contracts awarded to companies like Shanghai Siyuan High Voltage Switchgear [4][56][59]. Commercial Aerospace - The government has positioned the aerospace industry as a new pillar industry, emphasizing the accelerated development of satellite internet, indicating a strategic shift in national priorities [5]. Weekly Sector Performance - The electric equipment and new energy sector outperformed the Shanghai Composite Index, with lithium battery indices leading the gains, while new energy vehicle indices experienced declines [1].

和我们一起重新思考汽车 以下是上周新能源圈的新闻： 新车上市： 新款小鹏X9纯电版上市，售价30.98-36.98万元； 昊铂A800上市，售价18.98-29.98万元； 新款腾势Z9 GT上市，售价26.98-36.98万元； 新款海豹07 EV上市，售价16.99-18.99万元； 新款海狮06 EV上市，售价15.99-17.99万元； 新款仰望U7/仰望U8/仰望U8L上市； 新款小鹏G6超级增程版上市，售价18.68万元； 丰田铂智7开启预售，预售价17.98-23.98万元； 尚界Z7、尚界Z7T正式公布； 全新莲花For Me正式公布； 公司动态： 宝马成立110周年； 小鹏汽车正式发布第二代VLA； 华为发布全新一代激光雷达； 比亚迪发布第二代刀片电池； 极狐与宁德时代巧克力换电正式合作； 新车上市 1、 新款小鹏X9纯电版上市 售价30.98-36.98万元 3月2日，新款小鹏X9纯电版正式上市。新车共推出5款车型，售价30.98-36.98万。 外观方面，新车对雾灯区域以及前、后包围等处微调，使其与增程版车型保持一致。车身尺寸方面，车辆长宽高分别为5316/1988/1785mm，轴距为 ...

会议酒店：南洋长胜酒店 酒店地址：广州市天河区中心兴华路38号 交通路线 | 出发枢纽 | 出行方 | 详细路线 | 里程范围 | 时间 | | --- | --- | --- | --- | --- | | | 式 | | | | | 广州白云国际 | 地铁 | 机场南 / 机场北站→3 号线北延段 (体育西路 方向）→燕塘站→换乘 6 号线（浔峰岗方向） | | 45-50 分钟 | | 机场 | | →天平架站 A ロ→步行至酒店 | 约 30km | | | | 出租车 | 机场高速→广州大道北→酒店 | | 35-45 | | | | | | 分钟 | | 广州南站 | | 广州南站 H ロ→2 号线 (嘉禾望岗方向) → | | 分钟 | | | 地铁 | 海珠广场站→换乘 6 号线→天平架站 A 口 | | 20-25 | | | | →步行至酒店 | 约 25km | | | | 出租车 | 汉溪大道→广州大道北→酒店 | | 40-55 分钟 | | 广州东站 | | 广州东站 E ロ→3 号线北延段 (机场北方向) | 约 2km | 15-20 | | | 地铁 | →燕塘站→换乘 6 ...