数说新能源 欢迎订购2026年月度电池装机数据库、中国汽车上险数据库、月度锂电排产数据、全球汽车销量数据 联系方式：13220160736（同微信） 1、什么时候恢复出口？ 没有时间预期。具体恢复出口时间不好说。 2谈判内容？ 4、后续影响？ 津巴布韦矿业部态度比预期更强硬，至少2026Q2锂精矿进口会明显被影响。2026E年化津巴布韦锂供 给占比10%， 要求锂企业尽快提交硫酸锂冶炼厂落地方案，提交了以后再谈恢复出口。 3、硫酸锂工厂当前各家进度？ 华友当前是有且仅有硫酸锂工厂的锂企业，年产能5万吨LCE，已经开始试生产。 中矿有可研方案，初步估计2027Q3建成，当前未开工建设。雅化和盛新还比较初期。 加入社群 添加半仙微信，备注"进群"，邀请你加入锂电行业社群，获得行业最新动态、行业干货 报告和精准人脉。 CATL ： 储能市场增长高于动力 往期推荐 主机厂电芯采购：兼顾性能和成本 比亚迪出海：发力东南亚 本公众号基于分享的目的转载，转载文章的版权归原作者或原公众号所有，如有涉及侵权请及时告知，我们将予以核实并删除 ...

根据《备忘录》，双方将重点推进采矿作业领域的电气化应用，探索电池材料回收利用与关键 矿产资源循环发展的商业路径，并研究循环经济实践和多元合作模式。宁德时代将发挥其在电 池技术、系统集成及新能源解决方案领域的优势，助力力拓提升运营效率、推进碳减排和电气 化进程。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：宁德时代 ICC 鑫椤资讯年终盘点： 2025年碳酸锂市场盘点： 2025年电解液市场盘点： 2025年铜箔市场盘点： 2025年钴酸锂市场盘点： 2025年三元材料市场盘点： 2025年磷酸铁锂市场盘点： 2025年锰酸锂市场盘点： 2025年三元前驱体市场盘点： 2025年六氟磷酸锂市场盘点： 2025年磷酸铁市场盘点： 2025年添加剂VC市场盘点： 2025年钠离子电池市场盘点： 2025年新型锂盐LIFSI市场盘点： 2025年隔膜市场盘点： 2025年锂电池市场盘点： 2025年铝箔市场盘点： 2025年储能电池市场盘点： 2025年储能系统市场盘点： 2025年磷酸锰铁锂市场盘点： 2025年负极材料市场盘点： 近日，力拓集团与宁德时代签 ...

联合研究丨行业深度 [Table_Title] 资源 ETF 博时（510410）： 供需与宏观基本面共振，把握资源品大时代 %% %% %% %% research.95579.com 1 丨证券研究报告丨 报告要点 [Table_Summary] 宏观层面，PPI 企稳回升与全球流动性充裕构成了推动自然资源指数上涨的双重核心利好。细 分板块中，黄金受益于央行战略购金、供给刚性与降息周期；白银工业需求（光伏+AI）与低库 存支撑底部；锂、钴供给收缩与需求增长；稀土受配额管控与战略属性支撑；煤炭供给收紧、 进口下滑，新兴产业用电增长；原油全球需求复苏与产油国财政平衡压力支撑油价。长周期来 看，资源品市场的景气周期往往呈现轮动特征，资源 ETF 博时（510410）跟踪上证自然资源 指数，在基本有色金属、贵金属、煤炭、油气、稀土等细分领域的均衡配置能有效捕捉这一机 会。 分析师及联系人 [Table_Author] 邓越 王鹤涛 肖勇 SAC：S0490517070010 SAC：S0490512070002 SAC：S0490516080003 SFC：BQT626 SFC：BUT918 魏凯 叶如祯 易轰 ...

扩大高水平对外开放、加快农业农村现代化、优化区域经济布局等经济建设问题的提案有2500 余件。 记者丨王峰 编辑丨张星 3月4日下午，全国政协十四届四次会议开幕。开幕会听取了政协第十四届全国委员会常务委员 会作工作报告、政协十四届三次会议以来提案工作情况的报告。 2026年如何围绕"十五五"规划实施议政建言？两份报告、开幕会前的首场"委员通道"点到了经 济发展、科技创新、改革开放、社会建设、民生保障等重点领域。 攒足力气摘下"高垂的果子" 2025年，全国政协共举办各类协商议政活动98场次，收到提案5992件，立案5061件，助力科 学制定"十五五"规划是重要任务。 5000多件提案中，围绕建设现代化产业体系、加快高水平科技自立自强、建设强大国内市场、 经济建设的提案占总数的一半左右，可见全国政协委员、民主党派中央和全国工商联的关切重 点之统一。 3月4日下午，全国政协委员、中国经济体制改革研究会会长郭兰峰走上全国政协十四届四次会 议首场"委员通道"。 "这五年我们国家的发展极不寻常，极不平凡，党中央带领全国各族人民克难关战风险，砥砺 前行，经济社会发展取得了新的伟大成就，用下面几个体现来简要概括。" 郭兰峰 ...

Core Viewpoint - The article discusses the emergence of AI hardware, particularly focusing on the innovative approach of Guangfan Technology, which aims to redefine user interaction through a multi-device AI ecosystem that includes AI headphones, smartwatches, and charging cases [2][11][38]. Group 1: Company Overview - Guangfan Technology completed a significant financing round, raising nearly 300 million RMB in seed funding, led by Lenovo Capital and Starry Sky Capital, with participation from various notable investors [2]. - The founder, Dong Hongguang, previously worked at Xiaomi and has extensive experience in operating systems and hardware integration, which positions him uniquely in the AI hardware landscape [9][10]. Group 2: Product Innovation - Guangfan's flagship product, Lightwear, is a combination of AI headphones, a smartwatch, and a charging case, designed to enhance user interaction by integrating AI capabilities into everyday tasks [11][13]. - The headphones feature a lightweight design with a dual-camera system for AI visual perception, while the smartwatch provides display and interaction capabilities, creating a distributed interaction model [13][14]. Group 3: Market Context - The AI hardware sector is experiencing a significant boom, with various companies exploring different approaches, such as Alibaba's AI glasses and Looki's recording devices, indicating a competitive landscape [24][27][29]. - The article highlights the importance of user experience and the need for devices that can seamlessly integrate into daily life, addressing the limitations of traditional smartphones [22][24]. Group 4: Future Outlook - Guangfan Technology aims to create a universal AI assistant platform that can adapt to various user needs, moving beyond specialized hardware to a more integrated solution [37][38]. - The company is preparing for the launch of its products in early 2026, with a focus on user acceptance and gradual market penetration, similar to the early days of the iPhone [41].

加入轩辕同学 ， 成就新汽车人! 设计 | 甄 尤美 撰文 | 张 霖郁 编辑 | 张 南 来源 | R e u t e rs （部 分内 容） "我今天向你们展示的不仅仅是操作程序的改变，而是理念的改变——这在几个月前是不可想象的。" 欧盟工业主管斯特凡·塞茹尔内（ Stephane Sejourne ）在记者会上如是说。 当地时间2026年3月4日上午，欧盟委员会正式公布了 《工业加速法案》（Industrial Accelerator Act）。 这项新的"欧洲制造"法规，旨在加强欧盟产业，以应对来自中国的激烈竞争。此前，由于对一些被批评人士称为过于保护主义的提案存在争议， 导致相关规定推迟了数月。 《工业加速法案》的前身是《工业脱碳加速法案》（Industrial Decarbonization Accelerator Act），后来去掉了"脱碳"二字，显示出欧盟目前更 侧重于 整体工业竞争力和再工业化 。 对于包括汽车、绿色科技和钢铁在内的战略性行业，该法案是欧盟为帮助本地产业与不受欧洲严格监管和更高能源价格约束的国外生产商竞争 而采取的更广泛举措的一部分。 | 核心领域 | 具体措施 | | -- ...

Key Points - The National People's Congress highlighted investments by State Grid in Portugal and a joint venture between China National Petroleum Corporation and Shell in Australia, emphasizing technology sharing and economic development [2] - The newly introduced Ecological Environment Code is China's second law named as a "code," representing a systematic integration and enhancement of existing environmental laws [2] - A member of the National Committee expressed intentions to promote Chinese products and technologies globally, contributing to the renewable energy sector [3] - The National Energy Administration is advancing rural wind and solar energy development, aiming to enhance electricity supply and promote renewable energy heating solutions [4] - In January, 5,690 new renewable energy projects were registered in China, with 66 wind and 5,618 solar projects, indicating robust growth in the sector [5] - The credit index for Chinese enterprises remained stable at 161.79 in January, reflecting a good credit level across various industries [6] - The Three Gorges South Line lock has commenced its scheduled maintenance for 2026, marking the ninth planned maintenance since its operation began [6] - European economists are concerned that disruptions in Middle Eastern oil and gas supplies could lead to significant inflation and economic downturns [7] - A major oil field in southern Iraq has suspended production due to shipping disruptions caused by the closure of the Strait of Hormuz [7] - The Tarim Oilfield has produced over 500 billion cubic meters of natural gas, playing a crucial role in ensuring national energy security and promoting a low-carbon energy structure [8]

2026.03. 04 本文字数：2835，阅读时长大约5分钟 作者 | 第一财 经 祝嫣然 "关键核心技术是要不来、等不来的。我们要坚定信心，自主创新，把卡点转化为发展的支点。"3月4 日，在全国政协十四届四次会议首场"委员通道"集体采访中，全国政协委员、中国科学院院士潘建伟 这样说道。 "十五五"规划建议明确，加强原始创新和关键核心技术攻关。采取超常规措施，全链条推动集成电路 等重点领域关键核心技术攻关取得决定性突破。 全国政协委员、飞腾信息技术有限公司副总经理郭御风对第一财经记者分析，这个"超常规"，不是要 违背科学规律去"大干快上"，而是要打破常规的路径依赖和体制机制障碍。过去我们"跟跑"的时候， 可以跟着别人的脚印走，目标是"追赶"。但现在我们要"并跑"甚至"领跑"，前面没有现成的路了，就 需要我们用非常之法，行非常之事。 以人工智能为代表的新兴产业大放异彩，是中国推动科技创新、加快培育新质生产力的生动注脚。十 四届全国人大四次会议发言人娄勤俭4日在发布会上表示，随着人形机器人技术能力、应用场景的不 断拓展，让我们看到了一个充满无限可能的未来。 娄勤俭强调，科技的创新和发展，关键在于核心技术自主可控 ...

Investment Focus - The report highlights the strong growth potential in the storage industry, with domestic storage manufacturers expected to exceed production expansion forecasts, benefiting companies closely tied to these manufacturers [1] - NVIDIA is projected to have a strong performance in FY4Q26, with a significant increase in overall revenue and EPS trajectory, supported by a robust order backlog of 500 billion [1] - Alphabet's cloud business is expected to grow significantly, driven by AI solutions, with a 48% growth rate in the last quarter, leading to an increase in EPS for 2026 and 2027 [1] - Alibaba's cloud growth is anticipated to exceed consensus estimates by 2-3% for the year, despite short-term performance pressures [1] Company Analysis - Zhongwei Company is positioned as a leading player in the hardware sector, benefiting from a deepening platform strategy that expands its capabilities in etching, film deposition, and measurement [1] - Tencent is recommended as a top pick in the internet sector, with a target price of 700, driven by steady growth in core gaming and advertising businesses, alongside new revenue streams from mini-games and video accounts [2] - New Oxygen is recognized for its strong marketing capabilities and low customer acquisition costs, with a target price of 10.1 USD based on its growth trajectory in the light medical beauty sector [2] - Ato Hotel is expected to achieve a revenue growth of 26% to 12.39 billion, with a strong market position in the mid-to-high-end hotel sector [3] - HashKey is positioned as a leading digital asset platform in Asia, benefiting from regulatory trends and expected to expand its product offerings in derivatives and leveraged trading [4] - Tesla's advancements in autonomous driving and robotics are highlighted, with expectations for accelerated overseas expansion and significant product developments [4] - MP Materials is noted for its strategic importance in the rare earth industry, benefiting from domestic supply chain localization and increasing demand from the defense and renewable energy sectors [7] - ACWA Power is recognized as a leader in the renewable energy sector, with a focus on solar, wind, and green hydrogen projects, supported by government power purchase agreements [8] - Vestas is highlighted as a dominant player in the wind energy sector, benefiting from global wind power growth and technological advancements in turbine efficiency [9] - Three-Six Pharmaceutical is noted for its strong market position in kidney, blood, and oncology sectors, with promising pipeline products and collaborations with Pfizer [10]

荣旗科技 20260303 摘要 2026 年 Meta 智能眼镜组装业务将成核心增量，公司供货占比达 70%– 80%，预计贡献订单超 2 亿元，主要负责难度最高的曲面镜片定位组装 环节。 苹果业务维持稳健，2025/2026 年订单规模均约 3 亿元，增量来自 VC 工艺更新及新机型导入，无线充与 VC 检测为长期稳定供货项。 宁德时代质检设备已覆盖 7–8 个工序，份额 60%–70%；2025 年订单 近 3 亿元，受 1-2 年验收周期影响，2026 年确收预计仅 1-1.5 亿元。 固态电池布局三条主线：参股温等静压机唯一国产厂商四川力能（已供 货宁德/亿纬）；研发 AI 失效分析检测设备；合作开发半固态材料。 盈利能力触底回升，宁德业务磨合期导致 2023-2024 年毛利承压（约 20%），2025 年回升至 25%左右，2026 年随产品优化预计进一步改 善。 2026 年财务指引积极，预计收入增速约 50%（目标约 6 亿元），净利 润增幅有望更高，核心驱动力为智能眼镜放量与新能源确收加速。 Q&A 公司主营业务、产品体系、下游覆盖领域及核心客户结构如何？2026 年哪些 业务方向对收入增 ...