智通财经APP获悉，香港联交所最新数据显示，1月22日，小摩减持三一重工(06031)28万股，每股作价 24.0119港元，总金额约为672.33万港元。减持后最新持股数目约为7909.12万股，最新持股比例为 10.97%。 ...

香港联交所最新数据显示，1月22日，小摩减持三一重工（600031）(06031)28万股，每股作价24.0119港 元，总金额约为672.33万港元。减持后最新持股数目约为7909.12万股，最新持股比例为10.97%。 ...

Core Insights - The sales of power batteries in China reached 1200.9 GWh in the previous year, marking a year-on-year growth of 51.8%, significantly outpacing the 29% growth of new energy vehicles [2] - The rapid development of new energy commercial vehicles and battery swapping markets is driving the growth of the power battery industry, while the average battery capacity of new energy passenger vehicles has slightly decreased [2][3] - By 2025, the cumulative installed capacity of power batteries in China is expected to reach 769.7 GWh, with lithium iron phosphate batteries accounting for 81.2% of the total installed capacity [2][5] Power Battery Market Dynamics - The average battery capacity for pure electric passenger vehicles is projected to decrease from approximately 55.6 kWh in 2024 to 55 kWh in 2025, influenced by the growth of plug-in hybrid and range-extended vehicles, which have lower battery capacities [3] - Electric trucks, which have higher battery capacities, are a significant factor in the overall growth of battery sales, as they are viewed as production tools with high requirements for driving range [3][4] - The market share of leading battery manufacturers, CATL and BYD, is declining, with CATL's share down by 1.67% and BYD's by 3.17% in 2025, as second-tier manufacturers gain ground [7][8] Lithium Iron Phosphate Battery Trends - Lithium iron phosphate batteries have regained dominance in the power battery market, with their installed capacity share increasing to 81.2% by 2025, up from 74.4% in 2024 [5][6] - The cost advantage of lithium iron phosphate batteries is a key factor in their increasing adoption, especially among mid-range electric passenger vehicles [5][6] - Technological advancements have improved the low-temperature performance and energy density of lithium iron phosphate batteries, narrowing the gap with ternary lithium batteries [6] Export and Market Impact - In 2025, approximately 1.65 million pure electric vehicles (BEVs) are expected to be exported, accounting for 64% of new energy vehicle exports, with a year-on-year growth of 66% [4] - The export of plug-in hybrids (PHEVs) is also significant, with an expected volume of 970,000 units, representing a 2.3-fold increase [4] Battery Swapping Market Growth - The battery swapping market is entering a rapid growth phase, with the market size projected to increase from 40 billion yuan in 2021 to 166 billion yuan by 2025, reflecting a compound annual growth rate of 37.1% [10] - Companies like NIO and CATL are strong supporters of the battery swapping model, with NIO establishing a comprehensive network of battery swapping stations [10] Raw Material Price Impact - Rising raw material prices are a significant concern for battery manufacturers, as the cost pressures may not be fully passed on to vehicle manufacturers due to long-term supply agreements [11]

本次对接会上，湖南高速资本管理有限公司、株洲中车时代电气股份有限公司、湖南麦济生物技术股份 有限公司、长沙睿显科技有限公司、芯盛智能科技（湖南）有限公司、希迪智驾科技股份有限公司等6 家企业代表先后登台路演，全面展示企业发展成绩与投融资需求。对接会后，还举行了境外融资相关政 策宣讲闭门会，为企业解读境外融资相关政策，帮助企业进一步提升对国际资本市场的认知水平与运用 能力。据悉，这也是"长沙企业上市香港之家"设立后的首场线下活动。 香港成立专班服务内地企业出海 多年来，香港都是湖南重要的合作伙伴。香港特别行政区政府投资推广署助理署长李淑菁在会上表示， 依托国家"十五五"规划对香港融入国家发展大局的支持，香港将充分发挥"超级联系人"与"超级增值 人"的独特角色，助力湖南企业把握投资新机遇，拓展国际市场。 一直以来，香港以开放、多元和高效的营商环境享誉国际。李淑菁介绍，香港具有健全的法律制度、简 单具竞争力的税制、资金人才货物信息自由流动的便利条件，以及完善的知识产权保护制度，因此备受 海内外企业青睐。最新统计显示，2025年有11070间内地和海外企业在香港设立办事处，较2024年增加 1110间，增幅达11%， ...

Core Viewpoint - The report highlights the AH premium rates of various stocks, indicating significant disparities between H-shares and A-shares, with some stocks showing extremely high premiums while others exhibit negative premiums [1][2]. Group 1: Top AH Premium Rates - Northeast Electric (00042) leads with an AH premium rate of 847.37%, followed by Zhejiang Shibao (01057) at 349.31% and Beijing Jingcheng Machinery Electric (00187) at 279.42% [1][2]. - The lowest AH premium rates are recorded for Contemporary Amperex Technology (03750) at -14.34%, China Merchants Bank (03968) at -4.99%, and Heng Rui Medicine (01276) at -1.15% [1][2]. Group 2: Top AH Deviation Values - Junshi Biosciences (01877) has the highest deviation value at 22.43%, followed closely by Beijing Jingcheng Machinery Electric (00187) at 22.18% and CanSino Biologics (06185) at 21.90% [1][3]. - The lowest deviation values are observed in Changfei Optical Fiber (06869) at -50.58%, Zhejiang Shibao (01057) at -45.38%, and Nanhua Futures (02691) at -27.12% [1][4]. Group 3: Detailed AH Premium and Deviation Rankings - The top ten AH stocks by premium rate include companies like Hongye Futures (03678) with a premium of 271.30% and Sinopec Oilfield Service (01033) at 248.51% [2]. - The bottom ten AH stocks by premium rate include WuXi AppTec (02359) with a slight premium of 0.42% and Midea Group (00300) at 6.75% [2]. - The top ten stocks by deviation also feature companies like Goldwind (02208) at 19.35% and Andeli Juice (02218) at 19.04% [3].

风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。 作者： 陈达美股投资 来源：雪球 第一个将IPO比喻成抽血的人值一个诺贝尔经济文学奖，因为事实就是如此，如果一个市场的IPO抽血太狠，这个市场就是会倾向于不长个。 整个2025年港股市场IPO，117个新股上市，一共募资2867亿港币，折合368亿美元，创四年新高。许多文章与报道说2025年的港股全球IPO第一， 这是直接粘贴复制AI、不做事实核查的fake news，因为美股2025年全年IPO募资是在700亿美元以上；如果港股IPO是大盘鸡的话，那美股就是大 盘鹅。 但考虑到港股总体量大概6.4万亿美元，而美股是近70万亿，你做一下除法，新股募资/总市值，可得美股为10个bps，而港股高达57.5个。如果这可 以看成某个市场IPO的强度值的话，那这方面阿港显然冠绝环宇。 这就好比，你只有7只鹅，而隔壁老王家有70只；结果拔了一年鹅毛，一算，你拔下来的鹅毛至少是老王家的一半，等于以一敌五，此时求你家大 鹅的心理阴影面积。如果故意拔鹅罪能判刑，那你至少是个无期。也难怪2025年最后两个月，你家鹅被拔得陷入了重度抑郁之中，行情 ...

作为各自行业的代表企业，双方的此次合作将实现优势互补：东风柳汽依托多年造车经验与核心技术积累，能为物流绿色转型提供整车 研发与制造支持；雅迪科技集团则凭借其覆盖全球的市场网络与深厚的用户洞察能力，可以为电动运输场景注入生态与数据动能。双方 将通过资源共享与技术协同，共同为电动车及上下游产业物流运输提供更高效、更绿色的解决方案。 近日，东风柳汽与雅迪科技集团在其总部无锡基地举行了战略合作签约仪式，双方正式建立深度战略合作关系。本次合作旨在携手推进 新能源智慧物流装备的研发与应用，推动电动车运输向绿色化、智能化、场景化方向转型。 双方合作主要围绕以下三个方面展开： 场景定制化开发： 针对电动车运输需求，共同设计适用于城区、城际运输的专业车辆，并计划拓展至快递物流、工厂配送等领域； 关键技术协同： 聚焦新能源货品（如：电动两轮车等）的运输场景，携手攻克运输车辆在续航、载重与安全上的关键难题，联合开发大 容积、轻量化车型，以提升运输效率与运营经济性； 全链条资源整合： 协同整合雅迪覆盖全国的销售网络与用户数据以及东风柳汽的供应链与生产体系，优化从产品研发到市场推广的全流 程。 本次战略合作将围绕三大目标分阶段推进 ： ...

1月27日，东营市公共交通集团有限公司新能源公交车采购项目变更公告发布。据此前招标公告，该采购项目采购60辆新能源公交车， 分A、B、C三个包进行，总预算金额为5700万元；投标人可同时投报多个分包，但最多只能中标两个分包，且A包、B包只能中其中一 个。此次公告对开标时间、开标地点以及招标文件的质量技术参数进行了变更。其中，开标时间从2026年2月6日09时00分变更到 2026年2月12日09时00分。 ● 中国一汽领导班子发生重要调整！| 头条 ● 超6000辆月榜登顶，全年销超2.7万辆，中国重汽2026能否再进一步？| 头条 ● 解放/重汽/东风/三一等推新 大电量扎堆 403批公示新能源重卡看点 | 头条 ● 融资11.77亿元！DeepWay深向开年就猛发力新能源重卡 ● 比亚迪中标！ 第一商用车网传播矩阵邀您 扫码关注 and 卡车空间站公众号 长按识别 ■ * 回收公 the 皮卡空间站公众号 长按识别 影 今日头条号 长按识别 I ■ 百家号 长按识别 7 1992 ■ 微信视频号 长按识别 I arti 快手号 长按识别 ...

Group 1 - China First Automobile Group Co., Ltd. announced the appointment of Zhang Xiaofan as a member of the party committee and deputy general manager [1] - The appointment was made according to the notice from the Central Organization Department regarding the leadership team of the group [1] Group 2 - Zhongtong Bus released a performance forecast for 2025, projecting a net profit of up to 410 million, representing a 64% increase [9] - China National Heavy Duty Truck Corporation (CNHTC) sold over 27,000 vehicles in a year, with over 6,000 vehicles topping the monthly sales chart [9] - New energy heavy trucks are gaining attention, with major brands like Jiefang, CNHTC, Dongfeng, and SANY launching new products [9]

企业"零差评"的用人满意度，更印证了三一职院人才培养的硬实力。2026年初，学校对合作的150余家行业领先企 业开展用人满意度专项调查，涵盖智能制造、工程机械、新能源等多个领域，最终收回的有效问卷中，企业满意 度达到100%，"愿意持续招聘""优先推荐同行录用"成为企业反馈的高频表述。斯伦贝谢北亚区招聘经理齐峰的评 价颇具代表性："三一职院学生有两个鲜明优势，一是动手能力强，这和学校大量的实操培训密不可分；二是品格 端正、志存高远，不局限于工作地点，这种灵活性在行业中很难得。" 长沙晚报掌上长沙1月28日讯（全媒体记者 张炎炎 通讯员 高妍）"两个月实习薪资就赚回了整年学费，毕业前就 能把三年学费赚回来。"对于三一职院工程2306班刘冬而言，这份来自海南华铁的实习成绩单，是对自己三年职校 生涯的最佳注解。从校园到企业，刘冬的成长轨迹，正是三一职院毕业生就业优势的生动缩影。2026年1月，该校 发布的企业用人满意度调查结果显示，合作企业对三一职院毕业生满意度高达100%，一众行业龙头企业招聘负责 人更是对三一职院学子给出了"零差评"的高度评价。 薪资与成长的双重突破，是三一职院毕业生就业质量的直观体现。刘冬所在 ...