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多家车企公布2026年销量目标 传统车企稳增长 “新势力”整体较激进
"新势力"的整体销量目标设置较为激进。理想汽车制定了约40%的增长计划,新年销量目标为55万辆。 据悉,理想汽车将在春节假期结束后推行"门店合伙人"计划,以提升门店运营效率和市场响应速度。蔚 来汽车表示,希望维持每年40%~50%的销售增长,照此计算,2026年销售目标为45.6万~48.9万辆。 小鹏汽车在2025年超额完成销量目标,2026年目标增长约28%~39.7%,销量目标设定为55万~60万辆。 向上的势头给了零跑汽车十足的底气,其首席运营官徐军2月5日在微博透露销量目标为105万辆。小米 汽车2026年的销量目标为55万辆,增长率34%。鸿蒙智行2025年全年销量58.9万辆,2026年直接定下 100万辆以上的销量目标,增幅超70%,是全行业已公布的增长规划中最激进的。 广汽集团和比亚迪汽车均未公布具体的销量目标。据悉,2025年第四季度,广汽集团整体销量达53.78 万辆,环比大增25.56%,连续3个季度实现环比正增长,且增速持续扩大,"番禺行动"一系列改革对经 营的提振作用初步显现。2025年,比亚迪实现全球新能源汽车销量四连冠;纯电销量超特斯拉,成为全 球纯电销量冠军;跻身全球车企销量 ...
比亚迪全新B级纯电SUV 宋Ultra EV内饰亮相
宋Ultra EV的座舱整体简约大气且偏向年轻化,中控台采用平直线条设计,视觉上舒展通透,大面积软质包覆兼顾质感与舒适性,契合家庭用户需求。座舱 配备双辐式多功能方向盘,造型简洁、按键布局合理。搭载内嵌式全液晶仪表与大尺寸悬浮式中控屏,还配备手机无线充电槽、双杯架和多媒体旋钮等。 2月25日,比亚迪王朝网销售事业部总经理路天发布宋Ultra EV的内饰图片,是该品牌推出的全新B级纯电SUV。 值得一提的是,宋Ultra EV还支持大床模式,得益于2840mm的轴距,该车可将前后排座椅相连接,从而形成大床模式,满足不同用车场景。作为一款纯电 车型,后排地台预计采用纯平设计。 动力方面,最大功率270kW的单电机提供75.616kWh、82.732kWh两种容量的电池组,CLTC续航里程分别为620km和710km。 ...
深价值ETF交银(159913)涨0.04%,半日成交额2.98万元
Xin Lang Cai Jing· 2026-02-26 03:39
声明:市场有风险,投资需谨慎。本文基于第三方数据库自动发布,不代表新浪财经观点,任何在本文 出现的信息均只作为参考,不构成个人投资建议。如有出入请以实际公告为准。如有疑问,请联系 biz@staff.sina.com.cn。 2月26日,截止午间收盘,深价值ETF交银(159913)涨0.04%,报2.577元,成交额2.98万元。深价值 ETF交银(159913)重仓股方面,美的集团截止午盘跌0.08%,比亚迪跌1.71%,格力电器跌2.10%,京 东方A涨0.23%,牧原股份涨1.16%,中兴通讯涨1.55%,徐工机械跌1.98%,平安银行跌0.18%,宁波银 行跌0.13%,温氏股份涨1.16%。 来源:新浪基金∞工作室 深价值ETF交银(159913)业绩比较基准为深证300价值价格指数,管理人为交银施罗德基金管理有限 公司,基金经理为邵文婷,成立(2011-09-22)以来回报为157.40%,近一个月回报为0.55%。 ...
沪深300ESGETF招商(561900)跌0.60%,半日成交额97.94万元
Xin Lang Cai Jing· 2026-02-26 03:39
Group 1 - The core viewpoint of the article highlights the performance of the HuShen 300 ESG ETF (561900), which experienced a decline of 0.60% to 0.990 yuan with a trading volume of 979,400 yuan as of the midday close [1] - Major holdings in the ETF include Kweichow Moutai, which fell by 1.23%, Contemporary Amperex Technology Co., Ltd. (CATL) down by 4.94%, and Ping An Insurance down by 2.03% [1] - The ETF's performance benchmark is the HuShen 300 ESG Index return, managed by China Merchants Fund Management Co., Ltd., with a return of -0.24% since its inception on July 6, 2021, and a return of 0.90% over the past month [1]
华源证券:首予香港交易所(00388)“买入”评级 现货和股票期权交易持续活跃
智通财经网· 2026-02-26 02:52
智通财经APP获悉,华源证券发布研报称,首次覆盖,给予香港交易所(00388)"买入"评级。香港交易所 具有连接"资金"和"货"的独特生态地位,具备地区垄断性、稀缺性和商业性,公司2015年至2024年收入 及其他收益和归母净利润复合增速分别为6.3%和5.8%。25Q3在现货和股票期权衍生品交易的强劲增长 带动下,香港交易所财务指标表现优秀,该行预计公司2025-2027年归母净利润分别为179/203/221亿港 元,同比增速分别为37.5%/13.1%/9.0%,当前股价对应的PE分别为29.1/25.7/23.6倍。 华源证券主要观点如下: 现货交易额环比继续提升 25Q3单季度联交所股本证券产品平均每日成交金额(ADT)同比增长150%(25H1为122%)至2679亿港元, 其中港股通(即"南向")和沪股通及深股通(即"北向")ADT分别同比增长285%和144%至1525亿港币和2687 亿人民币,较25H1的196%和32%继续大幅提升,由于南向和北向交易仅收取单边40-50%的交易费率, 致使现货部分营收增速慢于ADT增速,25年前3季度现货营收同比增长75%至111亿港元,占总营收比例 的 ...
全网最全,这些春节撒钱的车企,你发现了几个?
3 6 Ke· 2026-02-26 02:51
春节假期,车企们也没忘了营销。 车东西2月25日消息,在已经过去的2026丙午马年春节假期中,千家万户沉浸在团圆年味中时,中国汽车市场的营销"大戏"也同时开场。 在今年春节假期,车企营销全面开战,春晚刷屏、电影植入、热点玩梗等流派各显神通,几乎所有主流品牌都没停下宣传的脚步。 据车东西不完全统计,至少有11大玩家20个品牌参与了马年春节假期的春晚、春节档电影和自制短片的营销大战。 从鸿蒙智行的广告连续多年登上春晚,到汽车相关题材的电影引来车企扎堆植入,再到宝马借品牌名称融合马年拍摄的短片,车企们用差异化 营销打法抢占用户心智,也为车圈接下来更加激烈的竞争拉开了序幕。 鸿蒙智行的广告登上春晚 01.鸿蒙智行集体亮相,领克、启源出现在分会场 作为国民级的节目,在春晚投放可以在大众心中提升品牌知名度,而《2026中央广播电视总台春节联欢晚会》上自然也出现了众多车企的身 影。 鸿蒙智行旗下尊界品牌的尊界S800车型成为春晚"智慧出行时代旗舰合作伙伴",连续两年与春晚合作。 尊界S800成为春晚"智慧出行时代旗舰合作伙伴" 鸿蒙智行旗下的另一个品牌问界则延续了三年春晚合作的热度,在创意节目《手到福来》中深度植入,问界M ...
平安证券(香港)港股晨报-20260226
Market Overview - The Hong Kong stock market experienced fluctuations, with the Hang Seng Index closing at 23,831 points, down 145 points or 0.61% [1] - The market turnover decreased to 82.799 billion HKD, with net inflows of 484 million HKD recorded in the Hong Kong Stock Connect [1] - The US stock market saw all three major indices rise, with the Dow Jones up 0.63%, S&P 500 up 0.81%, and Nasdaq up 1.26%, driven by Nvidia's strong earnings report [2] Sector Performance - In Hong Kong, local real estate, software, and 5G concept sectors faced significant declines, while gold stocks performed well [1] - The technology sector showed mixed results, with the Hang Seng Technology Index slightly down by 0.19% [1] - In the US, major tech stocks like Microsoft and Facebook saw gains, while the Nasdaq China Golden Dragon Index fell by 0.47% [2] Investment Opportunities - The report emphasizes the importance of "self-reliance in technology" and AI applications as key themes for future growth in the Hong Kong stock market, suggesting that leading companies in these sectors may see long-term development opportunities [3] - The recent policies from the Ministry of Industry and Information Technology regarding national computing power and communication infrastructure are expected to boost domestic computing and communication sectors [3] - Investors are advised to focus on sectors supported by policies aimed at expanding domestic consumption, such as sports apparel and non-essential services, as well as undervalued central state-owned enterprises with high dividends [3] Key Company Highlights - Haidilao (6862.HK) led the Hang Seng Index component stocks with a gain of 6.2%, while HSBC Holdings (0005.HK) and Longfor Group (0960.HK) rose by 5.5% and 4.6%, respectively [1] - The report notes that the recent adjustments in Shanghai's real estate policies are expected to release pent-up demand, benefiting core area property companies and their supply chains, such as Longfor Group and China Resources Land [10] - The Hong Kong government announced plans to issue licenses for stablecoin issuers and establish a committee focused on AI and industry development, which could benefit sectors related to digital assets and fintech [11]
比亚迪近3年累计招录5万多名应届大学生—— 构建全链条人才生态体系
Jing Ji Ri Bao· 2026-02-26 02:23
人才是创新的源泉,也是企业的宝贵财富。作为新能源产业龙头企业,近年来,比亚迪通过大规模 校园招聘、校企合作,以及与政府的多元协作,构建了"招得进、培养好、留得住"的全链条人才生态体 系。近3年,比亚迪累计招录5万多名应届大学生,其中硕博比例高达70%,研发类岗位占比近八成。 "比亚迪30多年的创业历程就是一部以人才驱动技术创新、成就产业梦想的奋斗史。"比亚迪董事长 兼总裁王传福说,他直管的总经理,有一半都是从应届大学生中成长起来的,应届大学生一直和公司共 同成长。比亚迪从零起步,始终坚持技术创新,以人为本,成长为全球研发人员最多的车企。 在"选"与"用"的环节,基于新能源汽车产业特性,比亚迪人才招聘坚持校招应届生吸纳创新生力军 和常态化招聘"蓝领"工人两手抓。 在促进新增就业方面,比亚迪积极与政府部门协同,形成多层次合作模式,提升跨区域招聘的精准 性与覆盖规模,有效拓宽招工渠道,降低招聘成本。一方面,精准适配地方政府提供的人才补贴、落户 支持等配套政策,积极参与包括"百万英才汇南粤"在内的各级政府搭建的就业服务平台,开展常态化人 才招聘;另一方面,在政府部门的支持下,建立应急协作机制,在用工高峰或突发缺口时启 ...
四大证券报精华摘要:2月26日
Xin Hua Cai Jing· 2026-02-26 01:56
新华财经北京2月26日电四大证券报内容精华摘要如下: 中国证券报 ·有色和化工板块联袂大涨春季行情主线渐明 2月25日,A股市场震荡上行,主要股指全线收涨。有色金属与化工板块联袂大涨,成为当日市场最亮 眼的"双子星"。与此同时,市场交投热度提升,成交额较前一个交易日明显增加,个股涨多跌少。分析 人士认为,随着政策预期升温、流动性环境宽松、产业趋势催化三大支撑因素共同发力,春季攻势有望 延续。在配置方面,"资源品+科技"双主线已成为多家机构的共识。 ·公募积极布局港股科技与周期品种仍是投资主线 港股市场春节假期之后持续波动,部分板块表现分化。公募基金在市场调整之际布局港股,把握后市机 会。多家基金机构仍然对港股投资持相对积极的看法,看好科技与周期品种等。统计显示,截至2月24 日,今年以来份额增加前十的ETF中,有一半是投资港股市场的跨境ETF,华泰柏瑞恒生科技ETF份额 增加134.36亿份,华夏恒生科技ETF、华夏恒生互联网科技业ETF、富国中证港股通互联网ETF、易方 达恒生科技ETF份额均增加超70亿份。另外,天弘恒生科技ETF、广发中证港股通非银行金融主题ETF 份额增加也居前,今年以来份额均增加超5 ...
每日投行/机构观点梳理(2026-02-25)
Jin Shi Shu Ju· 2026-02-26 01:52
Group 1: Gold Price Predictions - Morgan Stanley predicts that gold prices will reach $6,300 per ounce by the end of 2026, raising its long-term forecast to $4,500 per ounce [1] - UBS expects gold prices to touch $6,200 per ounce in the coming months, driven by persistent geopolitical risks and continued support from the Federal Reserve's easing policies [1] Group 2: Copper Price Outlook - Citigroup holds a bullish outlook on copper prices, forecasting a rise to $14,000 per ton in the next three months, citing strong demand from China and limited downside risks [1] - The bank maintains a long-term average copper price forecast of $13,000 per ton for 2026, indicating a balanced global copper market [1] Group 3: AI Impact on GDP - Goldman Sachs reports that AI contributed nearly zero to the U.S. GDP last year, as investments were offset by imports of chips and hardware [2] - A survey of executives revealed that while 70% of companies are actively using AI, about 80% believe it has not impacted employment or productivity [2] Group 4: S&P 500 Index Forecast - A Reuters survey indicates that the S&P 500 index is expected to rise nearly 10% to around 7,500 points by the end of 2026, supported by strong earnings and stable economic growth [3] - Despite a resilient market, risks remain from inflation trends, Federal Reserve policies, and geopolitical tensions [3] Group 5: Bond Market Dynamics - Societe Generale highlights that geopolitical uncertainties are supporting the safe-haven demand for bonds, leading to a dovish shift in market expectations for central bank interest rate paths [4] Group 6: UK Interest Rate Expectations - ING analysts suggest that the British pound may decline if the Bank of England's Governor hints at a potential rate cut in March [5][6] Group 7: Canadian Interest Rate Outlook - Scotiabank anticipates that the Bank of Canada will keep interest rates unchanged until the outcome of the USMCA negotiations becomes clearer [7] Group 8: Domestic AI Developments - CITIC Securities reports a surge in the usage of domestic AI models, indicating a significant expansion in AI inference demand and investment opportunities in domestic computing power [8] Group 9: Electronic Fabric Demand Cycle - CITIC Securities notes that the current electronic fabric demand cycle, driven by AI, may be more intense than previous storage cycles, with a projected 100% increase in demand for specialty fabrics by 2026 [9] Group 10: AI Industry Chain Outlook - CITIC JianTou expresses optimism about the AI industry chain, highlighting strong demand for computing power and the transition of large models towards monetization [10] Group 11: AIDC Growth and Equipment Demand - CITIC JianTou indicates that the AIDC construction phase will lead to significant demand for power capacity and related equipment, with a projected CAGR of 55% from 2025 to 2028 [11] Group 12: AIDC Sector Performance - Founder Securities anticipates continued high growth in the AIDC sector, driven by increased capital expenditures from leading internet companies and a growing demand for power equipment in the U.S. [12] Group 13: New Energy Vehicle Market Recovery - Galaxy Securities predicts a recovery in the automotive market post-Spring Festival, with several flagship new energy vehicle models set to launch, potentially boosting market demand [13]