（天津市工业和信息化局） 据天津市工业和信息化局官网，2月25日，天津市工业和信息化局公布了天津市第一批"零碳"工厂名 单，包括天津伊利乳业有限责任公司、联想创新科技（天津）有限公司、中海油能源发展装备技术有限 公司、天津华恒新材料股份有限公司等8家企业入选。 ...

Group 1 - The core viewpoint of the articles indicates a significant price increase in smartphone memory and storage chips, with costs rising over 80% compared to the same period last year, leading to a collective price adjustment among major smartphone brands in March 2026 [1] - Major smartphone brands such as OPPO, OnePlus, vivo, Xiaomi, iQOO, and Honor are expected to initiate a price adjustment, marking the largest and most significant price increase in the smartphone industry in five years [1] - Counterpoint Research forecasts that the average price of new smartphones in the Chinese market will increase by 15% to 25% compared to similar models in 2025 after March [1] Group 2 - The PC industry is also anticipated to experience a price increase, with major OEMs like Dell, Lenovo, HP, and HPE expected to raise server costs by approximately 15% and PC prices by about 5% [2] - Lenovo has reportedly issued a public notice in North America regarding price increases for commercial products, including PCs, tablets, and smartphones, urging customers to place orders before the price hike [2] Group 3 - The surge in chip prices is primarily driven by the demand from AI servers, with memory prices experiencing a record increase of 80% to 90% as of the first quarter of 2026 [3] - The price of NAND flash memory has also risen by 80% to 90%, contributing to a comprehensive price increase across all categories and segments in the market [3] - Analysts suggest that OEMs may need to adapt their procurement strategies and focus on high-end models to justify higher product pricing due to rising component costs and weakening consumer purchasing power [3] Group 4 - There is a divergence of opinion in the market regarding the sustainability of the price increases, with some industry insiders speculating that a significant drop in memory prices could occur as early as the second half of 2026 [4] - Analysts predict that the memory industry will reach unprecedented profit levels, with DRAM operating profit margins hitting 60% in Q4 2025, and expectations for Q1 2026 to exceed historical peaks [4] - The current stability in the memory market may be deceptive, as a potential downturn could lead to even more severe market conditions [4]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：金角财经 作者 | Hayward 这几年，放眼全球科技硬件行业，过得最滋润的公司是谁？ 答案，可能会出乎大多数人的意料。 不是一年卖出 2.4 亿台iPhone 的苹果。它的利润虽然冠绝全球，但在最硬核的出货量指标上，长期被三 星压制，始终是行业里的"千年老二"。 也不是刚刚宣布 2025 年营收超过 8800 亿、重回历史第二高的华为。在手机端，2025 年其出货量约 4600 万台，与 OPPO、vivo、小米这些年出货过亿的厂商，仍有明显代差。 真正闷声发大财的，其实是联想。 数据显示，2025 年 联想 在全球PC 市场的全年出货量达到 7356.7 万台，市占率高达27.2%，远远甩开 第二名惠普（21.3%）和第三名戴尔（15.3%），呈现出久违的"断层式领先"。 增速更具冲击力。 根据 IDC 数据，2025 年全球 PC 出货量整体增长约 9.6%，而联想的同比增速达到 17.6%，凭一己之力 跑赢了整个行业的大盘，甚至比惠普（8.3%）和戴尔（4.9%）的增速加起来还高。 说一句"遥遥领先"，真不夸张。 而正是 ...

这是贵州赤水竹海国家森林公园的楠竹林（2024年5月摄）。新华社发（翁永学摄） 新华社贵阳2月26日电 题：从小城竹林到全球市场：中国"以竹代塑"助推绿色产业发展 新华社记者李黔渝、周凯 走进贵州兴常美竹业发展有限公司的生产车间，机器轰鸣声此起彼伏，一根根楠竹经过切片、研磨、塑形等工序，变身环保餐具、医用棉签 等绿色产品。 "竹制品无化学添加剂、可降解、无污染。"公司负责人吴秋慧介绍，竹制品深受市场认可，企业年消耗楠竹7万余吨。 该企业所在的赤水市素有"竹子之乡"的美誉，是贵州省竹资源第一大县（市），现有竹林面积132.8万亩。赤水市竹产业发展中心副主任翁永 学介绍，当地已培育200余家涉竹企业，推出竹粉环保地膜、竹马桶盖等4大类100余种产品。2025年，赤水竹产业综合产值突破100亿元，带动 16.5万竹农增收。 竹子再生快、固碳强、可降解，是从源头减少塑料使用的良好替代品。作为世界竹资源最丰富的国家，在全球140多个国家出台限塑政策背景 下，2022年中国联合国际竹藤组织发起"以竹代塑"倡议。国家林业和草原局等部门随后出台《加快"以竹代塑"发展三年行动计划》，推动"以竹代 塑"步伐提速。 在贵州兴常美竹 ...

在任职十周年之际，因凡蒂诺通过书面声明表示："与中国足球和中国足协的紧密合作始终是我担任国 际足联主席期间不变的一个主题。今天，中国足协在宋凯主席的领导下所展现的方向令我备受鼓舞，中 国足协现阶段的明确重点是面向青少年的草根足球发展，国际足联对此全力支持。" "正如几个月前，在武汉举行的首届国际足联女足冠军杯揭幕战中，创纪录的观众人数所证明的那样， 中国的足球热情广泛存在于社会各个层面。"因凡蒂诺表示。 国际足联主席因凡蒂诺26日在给新华社提供的一份独家书面声明中表示，他为中国足球目前展现出的良 好发展势头感到振奋，国际足联将继续与中国足协紧密合作，致力于进一步提升中国足球水平。 2016年2月26日，因凡蒂诺当选国际足联主席，至今已任职十年。据介绍，在此期间因凡蒂诺曾三次到 访中国，他着力推动的国际足联"前行计划"已为中国足协提供超过1000万美元（约合6844万元人民币） 的资金支持，用于推动中国足球青训、赛事组织等项目发展。 资料图： 2019年10月24日，国际足联主席因凡蒂诺在上海举行的国际足联理事会新闻发布会上讲话。新华社记者 丁汀 摄 "在我担任国际足联主席的第十个年头，我重申，国际足联致力于在 ...

据智通财经报道，2026年3月起，中国手机行业将正式迎来全面涨价潮，这也是国内手机市场发展以来 首次出现全品类、全品牌同步普涨的态势，新品涨幅最低可达1000元以上。同时，OPPO、一加、 vivo、iQOO、小米、荣耀等主流品牌或将陆续上调老款机型售价。 市场研究机构Counterpoint Research预计，3月后中国市场新品手机均价将较2025年同档位机型上涨15% —25%。 2026年，中国手机市场将迎来历史性的变化，或将面临历史上首次一年内多次上调价格的局面。 涨价背后 行业人士和分析师指出，本轮手机市场涨价的背后，是内存成本的无法规避及价格的剧烈波动，上游内 存等零部件价格猛涨导致成本的持续攀升是推动此轮涨价的关键因素。 涨幅最高可达25% "这轮涨价不是个别品牌的选择，而是全行业的必然趋势。"一位业内人士透露，目前国内主流手机品牌 均已完成涨价方案的敲定，部分品牌已向线下经销商、线上渠道商下发了调价通知。 从已确定的方案来看，3月是此次涨价的关键节点，此前上市的机型调价幅度相对温和，但3月之后发布 的新品，涨价幅度将明显扩大，其中新品最低涨幅不会低于1000元，中高端旗舰机型的涨幅更是可能 ...

2026年，国内机器人赛道融资依旧火热，在2月，行业接连传来大额融资消息。据《智能新观察》不完全统计，截至2月25日，国内机器人赛道共有六家企 业完成大额融资，累计融资额达76亿元。其中星海图、灵心巧手、智平方、千寻智能四家企业投后估值均突破百亿大关，跻身机器人"百亿俱乐部"。 在此，本文列举出这六家企业的最新融资动态，透过76亿元的热钱流向，探寻其产品技术走向"产业深水区"的底层逻辑。 据公开信息整理，如有遗漏欢迎指正！ 一、千寻智能——近20亿元两轮融资 2月24日，具身智能企业千寻智能宣布完成近20亿元融资，投后估值突破百亿元，成为行业新晋独角兽。本轮由云锋基金、红杉中国等超一线机构领投， 顺为资本、达晨财智等老股东全数追加，产业方覆盖宁德时代、TCL、京东、华为、小米等头部企业，形成罕见的"全场景生态"股东阵容。本轮融资后， 千寻智能将持续加大具身基础模型与真实数据体系的投入，深化产业生态共建。 左韩峰涛、右高阳 二、灵心巧手——近15亿元B轮融资 | | | 2026年二月六家机器人企业大额融资信息汇总 | | | --- | --- | --- | --- | | | | (按融资规模排序) | ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 | 恒生指数 | 27019.74 | +0.95% | | --- | --- | --- | | 800000 | | | | 但生科技指数 | 5284.51 | +0.46% | | 800700 | | | | 国企指数 | 9078.96 | +0.49% | | 800100 | | | MACD金叉信号形成，这些股涨势不错！ MACD金叉信号形成，这些股涨势不错！ 责任编辑：郭栩彤 客户端 美股周三继续上升，科技股普遍反弹，带动大市向上，三大指数均录得升幅收市。美元走势偏软，美国 十年期债息回升至4.05厘水平，金价反覆靠稳，油价表现向下。 今日港股三大指数集体高开，恒指开盘涨0.95%，报27019.74点，恒科指涨0.46%，国企指数涨0.49%。 盘面上，科网股涨多跌少，联想、腾讯涨超1%，网易跌超1%；内房股活跃，越秀地产涨超2%；锂电池 板块部分高开，天齐锂业涨超6%；汽车股分化，比亚迪股份涨近1%，喜相逢集团跌超1%。 美股周三继续上升，科技股普遍反弹，带动大市向上，三大指数均录得升幅收市。美元走势偏软，美国 十年期债息回升 ...

Financial Data and Key Metrics Changes - In Q2 2026, the company reported quarterly revenue of $723 million, exceeding the guidance range of $705 million to $715 million [16] - Annual Recurring Revenue (ARR) grew 16% year-over-year to $2.36 billion [7][16] - Non-GAAP gross margin was 88.6%, and non-GAAP operating margin was 26.2%, higher than the guided range of 20.5% to 21.5% [18] - Free cash flow in Q2 was $191 million, representing a free cash flow margin of 26% [19] Business Line Data and Key Metrics Changes - The company added over 1,000 new customers in Q2, marking the strongest quarterly new logo additions in eight years [7] - The average contract duration remained consistent at 3.1 years [18] - The net dollar-based retention rate (NRR) at the end of Q2 was 107% [16] Market Data and Key Metrics Changes - The company faced supply chain challenges, particularly with CPU and memory shortages, which began to impact operations more significantly in Q2 [8][17] - The longer lead times for server availability are expected to affect near-term revenue and free cash flow [9][22] Company Strategy and Development Direction - The company announced a strategic partnership with AMD, focusing on developing a Nutanix-powered agentic AI platform, with AMD investing $150 million in Nutanix common stock [6][15] - The partnership aims to capitalize on the growing enterprise AI market, with the first jointly developed platform expected to be delivered by late 2026 [7][51] - The company is focused on providing customer choice across multiple server platforms and public clouds to mitigate supply chain impacts [9][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the fundamentals of the business despite supply chain challenges, viewing the delays as timing issues rather than a change in overall revenue expectations [10][24] - The company anticipates TCV bookings growth to exceed revenue growth for fiscal year 2026 [21] - Management highlighted that the demand for their solutions remains strong, with bookings expectations for the full year being higher than prior expectations [21] Other Important Information - The company repurchased $333 million worth of common stock under its existing share repurchase authorization [19] - The updated guidance for fiscal year 2026 includes revenue of $2.8 billion to $2.84 billion and free cash flow of $745 million to $775 million [21] Q&A Session Summary Question: VMware replacement opportunity - Management indicated that the opportunity for VMware replacements remains strong, with continued customer additions and high hypervisor adoption [27][28] Question: Confidence in Q4 upsell amid supply constraints - Management noted that Q4 is traditionally strong, and they are seeing good growth in RPO, which supports confidence in Q4 performance [29][30] Question: Dynamics of RPO bookings - Management clarified that the growth in RPO bookings was impacted by the exclusion of cancelable backlog, which remains a small portion of total RPO [35][36] Question: AMD partnership revenue opportunity - The partnership with AMD aims to enhance the company's offerings in the AI space, with revenue expected to start materializing in FY 2027 [82][83] Question: Supply constraints impact - Management stated that both CPU and memory shortages are significant challenges, with an unclear timeline for resolution [86][87]

Nvidia (NVDA) is gearing up to re-enter the consumer PC space with AI-centric laptop chips set to be launched this year in laptops from Dell Technologies (DELL), Lenovo (LNVGY), and other makers. Though the financial implications of this move will be minimal at the moment, it does reflect Nvidia’s intentions to further strengthen its position in the AI space beyond the datacenter and into the world of edge computing. The timing of this move also seems quite interesting, with Nvidia shares currently tradi ...