格隆汇3月2日丨广汽集团(601238.SH)公布，广州汽车集团股份有限公司2026年2月汽车产量为90,220 辆，同比下降14.88%，本年累计产量为201,015辆，同比下降9.59%；2月汽车销量为86,452辆，同比下 降12.43%，本年累计销量为203,074辆，同比增长3.00%。 ...

中国中车公告称，截至2026年2月28日，公司法定/注册股本总额为286.99亿元，较上月未发生变动。其 中，H股法定/注册股份数目为43.71亿股，A股法定/注册股份数目为243.28亿股，面值均为1元。已发行 股份方面，H股和A股数目分别为43.71亿股和243.28亿股，也均与上月持平。此外，H股已符合适用的 公众持股量要求。 ...

3月2日金融一线消息，据国家金融监督管理总局佛山监管分局行政处罚信息公示列表显示，招商银行股 份有限公司佛山分行因个人经营性贷款"三查"不到位、并购贷款资金监控不到位，被罚款60万元。同 时，林浩然、鲁颖添因个人经营性贷款"三查"不到位、并购贷款资金监控不到位被给予警告。 | 序 島 | 当事人名 称 | 主要违法违规行为 | 行政处罚内容 | 作出决定机关 | | --- | --- | --- | --- | --- | | | 招商银行 | | 对招商银行佛 山分行罚款60 | 国家金融监督 | | | 股份有限 | 个人经营性贷款"三查"不到 | | | | 1 | 公司佛山 | 位、并购贷款资金监控不到位 | 万元,对林浩 | 管理总局佛山 | | | | | 然、鲁颖添给 | 监管分局 | | | 分行 | | 予警告。 | | 责任编辑：秦艺 3月2日金融一线消息，据国家金融监督管理总局佛山监管分局行政处罚信息公示列表显示，招商银行股 份有限公司佛山分行因个人经营性贷款"三查"不到位、并购贷款资金监控不到位，被罚款60万元。同 时，林浩然、鲁颖添因个人经营性贷款"三查"不到位、并购贷款资金监控不 ...

Core Viewpoint - The metal market is currently in a state of tight supply-demand balance, with macroeconomic factors being the key drivers of metal price trends, including monetary policy, macro expectations, geopolitical dynamics, and supply disruptions [1][12]. Precious Metals - Geopolitical disturbances, particularly the US-Iran conflict, have led to a steady increase in precious metal prices, supported by ongoing central bank gold purchases. As of the end of January, China's gold reserves reached 74.19 million ounces, an increase of 40,000 ounces from the previous month, marking 15 consecutive months of reserve expansion [2][13]. - Specific price movements include SHFE gold rising by 3.29% to 1,147.90 CNY per gram, COMEX gold increasing by 4.24% to 5,296.40 USD per ounce, and London gold rising by 3.27% to 5,278.26 USD per ounce. Silver prices also saw significant increases, with SHFE silver up 16.34% to 23,019 CNY per kilogram [2][13]. - Recommended stocks in the precious metals sector include Zhongjin Gold, Chifeng Jilong Gold, Shandong Gold, and Zhaojin Mining [3][14]. Base Metals - The copper sector is characterized by a strong supply-demand dynamic, with prices supported by strategic stockpiling and rigid supply. Recent data shows SHFE copper prices increased by 3.53% to 103,920 CNY per ton, while LME copper rose by 2.93% to 13,343.5 USD per ton [4][15]. - In contrast, the aluminum sector faces a "macro positive, inventory pressure" scenario, with SHFE aluminum prices rising by 2.76% to 23,835 CNY per ton, but facing seasonal supply pressures and increasing inventories [5][16]. - Recommended stocks for copper include Jincheng Resources and Luoyang Molybdenum, while for aluminum, recommended stocks include Yun Aluminum and Tianshan Aluminum [4][5][15][16]. Energy Metals - The energy metals sector is experiencing strong demand and declining inventories, with lithium carbonate continuing to deplete. Recommended stocks include Ganfeng Lithium and Tianqi Lithium [7][19]. - The cobalt sector is facing tight raw material supplies, with companies extending their operations into downstream electric new energy sectors to enhance competitive advantages. Recommended stocks include Huayou Cobalt [7][19]. Rare Earth and Strategic Metals - The rare earth sector has seen price increases post-holiday, with prices for praseodymium-neodymium oxide and dysprosium oxide rising significantly. The report highlights the investment value of rare earths as strategic resources [8][20]. - The tungsten sector is benefiting from supply constraints and strategic pricing models, with recommended stocks including Xiamen Tungsten [8][20]. - The uranium sector has seen long-term price increases due to supply rigidity and nuclear power development, with recommended stocks including China Uranium [9][21].

中国经济网北京3月2日讯 中国人民银行新疆维吾尔自治区分行2月28日发布行政处罚决定信息公示表（新银罚决字〔2026〕3-5号）。 其中，交通银行股份有限公司新疆维吾尔自治区分行存在以下违法行为：1.违反支付结算业务管理规定；2.违反金融统计管理规定；3.违反征信管理规 定；4.违反国库业务管理规定。中国人民银行新疆维吾尔自治区分行决定对其处以警告，没收违法所得13.474598万元人民币，并处罚款245.6万元人民币 （罚没合计259.07万元）。 郭某燕（零售信贷业务部）存在以下违法行为：违反征信业务管理规定。中国人民银行新疆维吾尔自治区分行决定对其处以罚款1万元人民币。 以下为原文： | 序号 | 当事人名称 | 行政处罚 | 违法行为类型 | 行政处罚内容 | 作出行政处罚 | 作出行两 | | --- | --- | --- | --- | --- | --- | --- | | | (姓名、职务) | 决定书文号 | | | 决定机关名称 | 罚决定 E | | | 交通银行股份 | | 1. 违反支付结算业 务管理规定: 2. 违反金融统计管 | 警告,没收违法 | | | | | 有限公司新疆 ...

消息面上，比亚迪昨日公布2月销量数据，当月销售约19万辆，同比下跌超40%。其中海外销量超10万 辆，同比增长41.4%，首次超过国内销量。今年1～2月，比亚迪海外累计销量突破20万辆。（第一财 经） 3月2日，比亚迪（002594.SZ）开盘即上涨，股价盘中涨幅一度逼近5%，领涨汽车整车板块；比亚迪股 份（01211.HK）股价盘中一度涨超3%，在港股逆势上涨。 ...

Core Viewpoint - China Telecom has announced an emergency procurement project for fiber optic cables in its Guangdong branch for Q1 2026, indicating a significant price increase in the fiber optic market, with the maximum price for GJYXFCH-1 core cable set at 310 yuan per kilometer, reflecting a 45.36% increase from previous prices [1][2]. Group 1: Procurement Details - The procurement focuses on FTTH butterfly-shaped fiber optic cables, with a maximum response price of 1,726,955.49 yuan for the project [2]. - The previous maximum price for GJYXFCH-1 core cable was 213.27 yuan per kilometer, highlighting a substantial price increase in the current procurement [2]. Group 2: Market Trends - The demand for fiber optic cables is increasing, with operators raising procurement prices; for instance, China Telecom's procurement prices for G.652.D cables have risen by over 31% year-on-year, with some prices increasing by as much as 64.29% [3]. - The price of G.652.D fiber has exceeded 50 yuan per core kilometer, compared to 20 yuan in November 2025 and 35.6 yuan in January 2026, indicating a robust market [3]. Group 3: Industry Outlook - The fiber optic market is experiencing sustained price increases due to rapid growth in AI and computing networks, with a projected global demand increase of 4.1% for fiber optic cables by 2025, and a 75.9% increase in data center fiber cable demand [4]. - Supply constraints are expected to persist due to the long expansion cycle for optical fiber preform, which is approximately two years, suggesting continued price potential for fiber optic cables [4]. Group 4: Key Companies - The report highlights several core manufacturers in the fiber optic cable sector, including Zhongtian Technology, Hengtong Optic-Electric, Yangtze Optical Fibre and Cable, TeFa Information Technology, Yongding Co., and FiberHome Technologies [5].

格隆汇3月2日｜爱建证券研报指出，长城汽车2026年2月销量72,594辆，同比-6.79%，环比-19.61%；产 量64,811辆，同比-13.42%。2月销量环比下滑主要受春节假期工作日减少及市场需求季节性波动影响。 哈弗销量稳固，魏牌高端化突破显著。坦克短期承压，越野赛道竞争加剧；欧拉转型阵痛，皮卡龙头地 位稳固。海外销量高增，新能源渗透率待提升。2月海外销售42,675辆，同比+37.36%，1-2月累计82,953 辆。公司在巴西、澳洲等市场通过体育赛事营销提升影响力，生态出海战略持续推进。随着新平台车型 放量、直营渠道效率提升及海外高价值车型占比提升，规模效应与单车盈利改善有望同步兑现，盈利弹 性进入释放阶段。维持"买入"评级。 ...

格隆汇3月2日丨福耀玻璃(03606.HK)宣布，董事局将于2026年3月17日（星期二）举行董事局会议，以 考虑及通过（包括其他事项）本公司及其附属公司截至2025年12月31日止的全年业绩及建议派发年度股 息（如有）。 ...

2026年3月2日，百济神州披露接待调研公告，公司于2月27日接待淡水泉、APS Asset、AJ Asset Management、BOCOM International、Boyu Capital、Capital Group等196家机构调研。 调研情况显示，公司管理层表示2025年第四季度业绩体现稳健执行：兑现年初财务承诺，实现产品收入 显著增长、美国GAAP盈利与可观现金流。百悦泽®（泽布替尼）在2025年于美国及全球BTK抑制剂市 场位居榜首，长期数据进一步巩固其在CLL治疗中的有效性与安全性标杆（6年PFS／OS分别为74％／ 84％，COVID调整后77％／87％），并强调其为目前唯一在头对头试验中展现较伊布替尼PFS优效的 BTK抑制剂；公司同时提出推动CLL创新的三项目标，并围绕"持续治疗＋固定疗程"两类需求布局，认 为泽布替尼联合索托克拉（ZS）具备进入现有固定疗程市场的机会。 研发方面公司称2025年取得多项进展：索托克拉在中国获批用于复发／难治性MCL与CLL，复发／难 治性MCL申报在美欧审评中且预计上半年获FDA批准；BTK降解剂推进至注册性试验并启动多项3期 （含与匹妥布替尼头对头 ...