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中国汽研联合ASEAN NACP发布东盟地区智能汽车驾舱融合测评框架
Core Viewpoint - The collaboration between China Automotive Engineering Research Institute (China Automotive Research) and ASEAN NCAP aims to enhance intelligent vehicle safety assessment standards in the ASEAN region through the introduction of the IVASA framework, which integrates local traffic characteristics and consumer needs [1][2]. Group 1 - The IVASA framework includes assessment requirements for L1-L2 intelligent driving assistance systems and smart cockpit evaluations that consider driving interaction safety and major local languages in ASEAN [2]. - The event gathered experts from various renowned institutions, facilitating discussions on ASEAN road safety and the development of intelligent vehicle assessment technologies [2]. - The IVISTA China Intelligent Vehicle Index is the first L2 driving assistance assessment standard in China, addressing challenges in quantifying automotive intelligent systems and has tested over a hundred mainstream intelligent connected vehicle models since its inception in 2018 [6]. Group 2 - The demonstration of IVASA testing scenarios for right-hand drive vehicles in the ASEAN market provided insights into typical road traffic signs and testing methods relevant to the region [4].
AI与机器人盘前速递丨英伟达预测27年前算力需求达万亿美元,优必选合作西门子冲刺万台产能
Mei Ri Jing Ji Xin Wen· 2026-03-17 01:20
2.3月16日英伟达在GTC大会上宣布开启"太空计算",将AI计算推向轨道数据中心、地理空间情报及自 主太空作业领域,实现太空与地面AI应用的无缝运行。公司推出NVIDIA Space-1 Vera Rubin模块,其 Rubin GPU的太空推理算力较H100GPU提升25倍;IGX Thor、Jetson Orin平台可实现轨道边缘计算;地 面端的RTX PRO 6000 Blackwell服务器版GPU处理地理空间情报的速度,比传统CPU批处理系统快100 倍,全面支撑复杂航天任务的算力需求。 【市场复盘】 本周一(3月16日),A股人工智能与机器人赛道探底回升、逐步企稳修复,两大主题ETF均呈现早盘下 探、午后回暖的走势,低位承接资金发力,市场情绪逐步回暖,中长线资金持续布局,盘面由前期缩量 整固阶段转向阶段性修复。 科创人工智能ETF华夏(589010)早盘震荡下探,午后回升企稳、最终收平,收盘价报1.458元。持仓 层面,该ETF跟踪的30只成分股中15只实现上涨,板块修复信号显现;凌云光逆势领涨超7%,澜起科 技、云天励飞涨超3%,表现亮眼,有效提振板块情绪,带动指数摆脱弱势、完成止跌企稳;威胜 ...
中信证券:“十五五”期间氢能行业有望迎来产业化加速 看好绿色氢氨醇项目运营商等
智通财经网· 2026-03-17 01:02
Core Viewpoint - The hydrogen energy industry is expected to experience accelerated development and industrialization due to substantial policy support from the government, including the launch of comprehensive hydrogen application pilot projects and national subsidy policies [1][2]. Group 1: Policy Initiatives - The Ministry of Industry and Information Technology, the Ministry of Finance, and the National Development and Reform Commission have jointly issued a notice to initiate hydrogen energy comprehensive application pilot projects [2]. - The policy aims to achieve large-scale hydrogen energy applications in urban clusters by 2030, with the average terminal hydrogen price dropping below 25 yuan/kg, and the number of fuel cell vehicles doubling to 100,000 by 2025 [2]. - A reward mechanism will be implemented, providing up to 1.6 billion yuan per urban cluster over a four-year pilot period, with rewards based on the promotion of fuel cell vehicles and green hydrogen application scales [2][3]. Group 2: Incentive Mechanism - The incentive mechanism is designed to drive application volume through a points-based reward system, which includes rewards for both fuel cell vehicle trials and green hydrogen application scales [3]. - The maximum reward for promoting fuel cell vehicles can reach approximately 352,000 yuan per vehicle, with additional rewards for green and gray hydrogen refueling [3]. - The introduction of a national green hydrogen subsidy policy is expected to address the economic challenges and slow progress of large-scale green hydrogen applications [3][4]. Group 3: Technical Requirements and Industry Support - The notice sets high technical requirements for pilot projects, including energy consumption limits for alkaline and PEM electrolyzers, which will drive technological upgrades in equipment [5]. - The policy framework is evolving to include a multi-faceted support system that combines top-level design, carbon reduction policies, and subsidies to improve economic viability [5][6]. - The hydrogen energy and its derivatives, such as green ammonia, are positioned as key elements for ensuring energy security, reducing carbon emissions, and promoting the utilization of renewable energy [6].
中信证券:看好商业不动产重估机遇 住宅市场2026年有止跌回稳的基础
智通财经网· 2026-03-17 01:01
智通财经APP获悉,中信证券发布研报称,地产行业持续供给收缩中酝酿新的机遇,一线城市二手房的 热销,也证明了存在真实需求,前期政策也有效果。该行认为,相比新房而言,二手房市场更具指标意 义。一线城市在超跌之后出现了反弹,是市场走向止跌回稳的信号。看好多层次REITs市场构建过程 中,商业不动产资产的重估机遇,也认为住宅市场在2026年有止跌回稳的基础。 2026年前两个月,新建商品房销售面积下降13.5%,销售金额下降20.2%,降幅都较之去年有所扩大。 销售降幅扩大,确实和货值进一步收缩有关。房价同比呈现下降趋势,是销售额跌幅大于销售面积的原 因。 上海和北京单月二手房房价环比上行,释放了市场止跌回稳的信号。 从统计局公布的房价数据来看,70个大中城市中10个城市在2月新房房价环比上行,53个城市下降,7个 城市持平。上海和北京两个城市二手房价在2月份环比上涨,沈阳和厦门两个城市环比持平,其他66个 城市二手房价环比下降。从高频数据来看,春节后小阳春交易活跃,截至3月15日76个城市二手房成交 套数7天移动平均(按农历年对齐)同比增长23%,除夕后28日累计成交量同比上涨28%。该行认为,相比 新房而言,二 ...
比亚迪(002594):兆瓦闪充技术赋能新品 底部向上周期开启
Xin Lang Cai Jing· 2026-03-17 00:40
风险提示:地缘政治冲突风险;行业竞争加剧风险;内部改革受挫风险。 比亚迪新车周期开启,领衔板块底部向上。2 月,比亚迪出口销量达10.1万辆,占总销量占比超50%, 出口景气度延续。节后随着各地置换补贴政策加速落地,龙头比亚迪率先牵引行业预期回暖,终端需求 有望加速修复。新品方面,比亚迪3 月5 日发布11 款重磅新车,涵盖旗下王朝海洋网、腾势、仰望、方 程豹五大品牌,开启26 年新车周期,有望引领板块修复向上。 投资建议:预计2025-2027 年实现营收8924.3/9953.1/11065.0 亿元,同比+14.8%/+11.5%/+11.2%,实现 归母净利润352.0/453.4/554.3 亿元,同比-12.6%/+28.8%/+22.3%,给予"推荐"评级。 事件:比亚迪子品牌方程豹于2026 年3 月13 日召开新品发布会,会上方程豹钛3 闪充版正式发布,搭载 二代刀片电池和兆瓦闪充技术,最大续航620km。此外,方程豹钛7 EV 闪充版开启预售,价格22-25 万。 方程豹闪充新品上市,配置升级强化竞争力。钛3 闪充版分为两个配置,后驱版续航620km/售价15.38 万元、四驱版续航565 ...
中信证券:政策力度持续加大,氢能行业有望迎来产业化加速
Jin Rong Jie· 2026-03-17 00:37
Core Viewpoint - The joint announcement by the Ministry of Industry and Information Technology, the Ministry of Finance, and the National Development and Reform Commission on March 16 emphasizes the promotion of hydrogen energy through pilot projects, indicating a significant policy push for the hydrogen industry during the 14th Five-Year Plan period [1] Policy Support - Local governments are encouraged to apply for hydrogen energy comprehensive application pilot projects, with a total of up to 8 billion yuan in demonstration application rewards from the central government over four years [1] Industry Outlook - The continuous increase in policy support this year suggests that the hydrogen energy sector is likely to experience accelerated industrialization during the 14th Five-Year Plan period [1] - There is a positive outlook for operators of green hydrogen, ammonia, and methanol projects, as well as for electrolyzer manufacturers and companies within the fuel cell vehicle supply chain [1]
守护安心消费:新疆分公司在天山万科开展“3·15”金融宣传活动
Sou Hu Cai Jing· 2026-03-17 00:31
活动现场,宣传人员结合重点人群职业特点,摒弃晦涩术语,用通俗易懂的语言、真实典型的案例,重点讲解非法代理退保、虚假理财诈骗、个人信息泄露 等常见金融风险,提醒大家警惕"高收益、零风险"等虚假宣传,守护好自身辛苦所得。 工作人员向过往群众、外卖快递小哥及商场店员发放宣传折页,耐心解答保险权益、合规理赔、网络金融陷阱识别等疑问,针对性普及金融消费者八项权 利,引导大家树立理性消费、安全消费理念,学会运用合法途径维护自身金融权益。 此次活动接地气、有温度,累计发放宣传资料200余份,接待咨询80余人次,有效提升了重点人群的金融风险防范意识和自我保护能力,切实将金融关怀送 到群众身边,进一步传递金融正能量,为营造清朗有序的金融网络环境、守护群众安心消费贡献了保险力量。 为深入践行金融工作的人民性,落实金融监管总局相关工作部署,提升重点人群金融素养,守护群众财产安全,近日,新疆分公司在天山万科商场开展2026 年3·15金融教育宣传活动,以"清朗金融网络 守护安心消费"为主题,精准面向商场周边人群、外卖员、快递员及商场店员开展宣传服务。 ...
中信证券:政策力度持续加大 氢能行业有望迎来产业化加速
Di Yi Cai Jing· 2026-03-17 00:26
(文章来源:第一财经) 中信证券研报表示,3月16日,工信部、财政部和国家发改委联合发布《关于开展氢能综合应用试点工 作的通知》,提出各地以城市群为主体申报氢能综合应用试点项目,并由中央财政给予四年合计最高80 亿元的示范应用奖励。今年以来政策力度持续加大,我们认为"十五五"期间氢能行业有望迎来产业化加 速,看好绿色氢氨醇项目运营商、电解槽生产商以及燃料电池汽车产业链企业。 ...
徐铁出任交银理财总裁!系交通银行老将,资产托管经验丰富
Nan Fang Du Shi Bao· 2026-03-17 00:25
Group 1 - The core point of the article is the appointment of Xu Tie as the new president of Jiaoyin Wealth Management, approved by the National Financial Regulatory Administration [2][3] - Xu Tie has a strong background in the banking sector, having held various positions within Bank of Communications, including General Manager of the Financial Institutions Department before this appointment [3] - Xu Tie is recognized as one of the early practitioners in China's asset custody industry and has previously discussed the future trends of custody banks, emphasizing modernization in services, technology systems, and business models [3] Group 2 - Jiaoyin Wealth Management was established in June 2019 with a registered capital of 8 billion yuan and is a wholly-owned subsidiary of Bank of Communications [4] - As of June 2025, Jiaoyin Wealth Management managed a total of 1.701318 trillion yuan in wealth management products, reflecting a year-on-year growth of 5.15% [4] - The company reported a net profit of 773 million yuan for the first half of 2025, representing an increase of 8.73% compared to the previous year [4] - The new management team, consisting of Xu Tie and current chairman Li Hao, is expected to leverage their respective strengths in retail and asset management to drive the company's growth [4]
中国东航3月16日获融资买入7362.64万元,融资余额3.96亿元
Xin Lang Cai Jing· 2026-03-17 00:18
3月16日,中国东航跌0.43%,成交额12.88亿元。两融数据显示,当日中国东航获融资买入额7362.64万 元,融资偿还6161.23万元,融资净买入1201.41万元。截至3月16日,中国东航融资融券余额合计3.99亿 元。 融资方面,中国东航当日融资买入7362.64万元。当前融资余额3.96亿元,占流通市值的0.50%,融资余 额超过近一年80%分位水平,处于高位。 融券方面,中国东航3月16日融券偿还14.18万股,融券卖出12.76万股,按当日收盘价计算,卖出金额 59.72万元;融券余量69.12万股,融券余额323.48万元,超过近一年50%分位水平,处于较高位。 资料显示,中国东方航空股份有限公司位于上海市闵行区虹翔三路36号,香港金钟道95号统一中心19楼D 室,成立日期1995年4月14日,上市日期1997年11月5日,公司主营业务涉及航空客、货、邮、行李运输 业务及延伸服务;通用航空业务;航空器维修;航空设备制造与维修;国内外航空公司的代理业务。主营业 务收入构成为:客运服务收入92.50%,货运服务收入3.86%,退票费手续费收入1.74%,其他1.28%,地 面服务收入0.62% ...