关键词：钙钛矿电池行业产业链、钙钛矿电池行业产能、钙钛矿电池市场规模、钙钛矿电池市场竞争格局、钙钛矿电池行业发展趋势 一、钙钛矿电池行业定义及分类 钙钛矿太阳能电池(PerovskiteSolarCell)，简称"钙钛矿电池"，是指使用钙钛复合氧化物晶体结构的化合物作为吸光半导体材料的太阳能电池，其具有理想的 禁带宽度、极高的吸光系数、很低的电子-空穴对结合能、均衡的载流子迁移率和较长的载流子寿命等光学和电学特征。钙钛矿太阳能电池按电荷传输层的 形貌结构可分平面钙钛矿太阳能电池、介孔钙钛矿太阳能电池，其中，平面钙钛矿太阳能电池根据结构分类又可分为平面正置和平面倒置钙钛矿太阳能电 池，正置钙钛矿太阳能电池的结构一般为FTO/TiO2/Perovskite/Spiro-OMeTAD/Ag，而倒置钙钛矿太阳能电池的结构一般为 ITO/PEDOT:PSS/Perovskite/PCBM/Ag，介孔钙钛矿太阳能电池的结构一般为FTO/meso-TiO2/Perovskite/Spiro-OMeTAD/Ag。 钙钛矿电池是第三代新型太阳能电池，是最具潜力和颠覆性的新一代光伏技术。它以制备简便、成本较低和光电转化效率高等优 ...

沪深300ESGETF招商（561900）业绩比较基准为沪深300ESG基准指数收益率，管理人为招商基金管理 有限公司，基金经理为房俊一，成立（2021-07-06）以来回报为-1.65%，近一个月回报为-1.83%。 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24日，截止午间收盘，沪深300ESGETF招商（561900）涨1.02%，报0.995元，成交额31.26万元。沪 深300ESGETF招商（561900）重仓股方面，贵州茅台截止午盘跌0.92%，中际旭创涨6.27%，宁德时代 跌0.48%，招商银行涨0.67%，中国平安跌0.75%，美的集团涨1.06%，长江电力涨0.15%，紫金矿业涨 4.16%，兴业银行跌0.43%，比亚迪涨0.49%。 来源：新浪基金∞工作室 ...

Group 1 - The Hang Seng Technology Index has shown a volatile trend since the Spring Festival, influenced by multiple factors, including concerns over the new Federal Reserve Chairman's potential hawkish policies impacting global risk appetite and the Hong Kong tech sector [1] - Leading internet companies in Hong Kong are aggressively entering the AI application market, resulting in significant growth in monthly active users (MAU) for domestic AI applications, which may enhance the long-term value of the Hang Seng Technology Index and attract capital [1] - The current price-to-earnings ratio (PE) of the Hang Seng Technology Index is 22.18, which is at a historically low level of 23.87% since its inception, indicating potential investment value [1] Group 2 - The Hang Seng Technology ETF (513130), which tracks the Hang Seng Technology Index, has seen a cumulative net inflow of 8.471 billion yuan as of February 13, 2026, making it a strong tool for capital allocation in the Hong Kong tech sector [2] - The top five constituents of the Hang Seng Technology ETF include SMIC, BYD, Alibaba, Xiaomi, and Meituan, all of which have significant technological capabilities and business layouts in cutting-edge fields such as internet, mobile payments, cloud computing, AI, and semiconductors [2] - The fund manager of the Hang Seng Technology ETF, Huatai-PB Fund, is one of the first ETF managers in China and has a strong track record in managing various ETFs, including those focused on broad-based and dividend themes [2]

在上述十家企业中，与去年同期相比，吉利汽车、一汽-大众、东风有限（本部）和上汽股份销量呈不 同程度增长，其他企业销量呈不同程度下降。 2月24日消息，据中国汽车工业协会统计分析，2026年1月，销量排名前十位的轿车生产企业共销售52.5 万辆，占轿车销售总量的70.4%。 数据显示，销量排名前十位的轿车生产企业分别为：吉利汽车、比亚迪股份、一汽大众、上汽大众、东 风有限（本部）、上汽股份、特斯拉、中国一汽、奇瑞汽车、上汽通用五菱。 责任编辑：王翔 在上述十家企业中，与去年同期相比，吉利汽车、一汽-大众、东风有限（本部）和上汽股份销量呈不 同程度增长，其他企业销量呈不同程度下降。 责任编辑：王翔 2月24日消息，据中国汽车工业协会统计分析，2026年1月，销量排名前十位的轿车生产企业共销售52.5 万辆，占轿车销售总量的70.4%。 数据显示，销量排名前十位的轿车生产企业分别为：吉利汽车、比亚迪股份、一汽大众、上汽大众、东 风有限（本部）、上汽股份、特斯拉、中国一汽、奇瑞汽车、上汽通用五菱。 ...

走进比亚迪工厂汽车产线，优必选Walker S1人形机器人正动作灵活地分拣物料、安装零件。而在深圳 华强北，配齐这样一台机器人所需的电子元器件，仅需一小时。工程师与供应链的紧密链接，让机器人 更快从图纸走进现实。 目光转向广州黄埔综合保税区，一架满载着保税镜片的无人机腾空而起，30分钟后精准降落在13公里外 的加工企业。"低空+保税"的智能物流模式，正为先进制造业护航提速。 来自不同产业领域的鲜活实践，正不断拓展着广东制造业与服务业融合发展的深度与广度。 2月24日，春节后首个工作日，广东连续第四年召开"新春第一会"，今年聚焦"制造业与服务业协同发 展"，吹响"十五五"开局之年的冲锋号角。 推动制造业与服务业深度融合发展，是我国顺应产业发展趋势、推动经济持续向好的重要举措。在这方 面，广东基础雄厚、优势突出，理应挑起大梁、走在前列。 这一主题承前启后，既与前三届大会主题——"再造一个新广东""产业科技互促双强""建设现代化产业 体系"一脉相承、一以贯之，更充分彰显了广东一张蓝图绘到底，扎实推动高质量发展的战略定力。 面对全球产业竞争的惊涛巨浪，广东唯有加快推动制造业与服务业协同共生，加快推动产业跃升向新， 方 ...

Investment Rating - The report maintains an "Accumulate" rating for the electric power equipment industry [1] Core Viewpoints - The lithium battery storage sector is expected to enter a peak season, with significant growth anticipated in 2026. The humanoid robotics and AIDC (Automated Identification and Data Capture) sectors are also evolving rapidly [1] - The report highlights the strong demand for energy storage systems, particularly in the U.S., where the installation of large-scale storage systems is projected to grow significantly [8] - The electric vehicle market is showing signs of recovery, with expectations for increased sales in March following a slow January [27] Industry Trends - The electric power equipment sector has shown a 1.13% increase, outperforming the broader market. Key segments include new energy vehicles, lithium batteries, and power generation equipment, with notable performances from companies like Zhongcai Technology and Dongfang Electric [4] - The U.S. has released details on the OBBB Act, which clarifies cost calculation models for energy storage, indicating a competitive pricing environment for capacity [4] - The report notes that Tesla, along with other major players, is leading the global energy storage market, with significant shipments expected in 2025 [4] Market Data - In January, domestic electric vehicle sales reached 945,000 units, with a year-on-year decline of 45%. However, electric heavy truck sales surged by 191% [4][27] - The report provides detailed pricing data for lithium carbonate and other battery materials, indicating price increases for various components, such as lithium hydroxide and battery-grade materials [4] - The report anticipates a 60%+ growth in energy storage demand in 2026, driven by new policies and market dynamics [4] Company Insights - CATL (宁德时代) is highlighted as a global leader in power and energy storage batteries, with a low valuation and strong growth prospects [7] - Other companies such as Sungrow (阳光电源) and Sany (三花智控) are also recommended for their strong market positions and growth potential in the energy sector [7] - The report emphasizes the importance of technological advancements in humanoid robotics and AIDC, with companies like Tesla expected to lead the market [11]

Core Insights - The automotive electronic expansion valve is becoming increasingly crucial in automotive air conditioning and thermal management systems, leveraging advanced electronic control technology for precise refrigerant flow regulation, thereby enhancing passenger comfort [1][6] - The Chinese automotive electronic expansion valve market is projected to grow from 0.18 billion yuan in 2015 to 10.17 billion yuan by 2025, reflecting a compound annual growth rate (CAGR) of 49.7% [1][6] - Domestic companies have made significant advancements in the technology of electronic expansion valves, breaking foreign monopolies and promoting domestic substitution [1][6] Industry Overview - The electronic expansion valve is a core component of modern automotive air conditioning systems, offering faster response and higher precision compared to traditional thermal expansion valves [3] - The industry is categorized into electromagnetic and electric electronic expansion valves, with the latter being more widely used due to its higher precision and broader adjustment range [3] - The industry chain includes upstream raw materials like metals, plastics, and semiconductors, as well as key components such as valve bodies and stepper motors [4] Market Dynamics - The demand for electronic expansion valves is closely tied to the growth of the new energy vehicle (NEV) market, with projections indicating NEV production and sales in China will reach 16.626 million and 16.49 million units respectively by 2025, marking increases of 29% and 28.2% year-on-year [4][5] - The global market for automotive electronic expansion valves is expected to continue growing, driven by rising environmental awareness and stricter government regulations [5] Competitive Landscape - The market is highly concentrated, with leading companies like Sanhua Intelligent Control and DunAn Environment dominating both domestic and global markets [7] - Sanhua Intelligent Control reported a revenue of 5.874 billion yuan from automotive components in the first half of 2025, reflecting an 8.83% year-on-year increase [8] - DunAn Environment's revenue from its NEV thermal management sector reached 481 million yuan in the first half of 2025, showing an impressive growth of 81.84% year-on-year [8] Industry Trends - The growth of the NEV sector is expected to drive demand for electronic expansion valves, as they are essential for efficient thermal management in these vehicles [9] - The industry is moving towards greater intelligence and digitization, enhancing precision, efficiency, and reliability through technologies like AI and IoT [9][10] - Lightweight design is becoming a critical focus, as reducing the weight of electronic expansion valves can improve vehicle efficiency and extend range [10]

Industry Insights - The U.S. has released details on the OBBB Act, clarifying the MACR cost calculation model, which needs to penetrate into MP and MPC [3] - The State Council is exploring competitive pricing to form capacity electricity prices, allowing users above 10kV to directly participate in the electricity market [3] - In 2025, the top five global energy storage system shipments are expected to be Tesla, Sunshine, BYD, Huawei, and CRRC [3] - Poland has introduced a subsidy policy for household energy storage systems from 2026 to 2030, with a total budget of 1 billion Polish zloty, targeting 62,500 units for systems above 12kWh [3] Company Insights - CATL plans to publicly issue a science and technology corporate bond with a coupon rate of 1.69% [4] - Huichuan Technology expects 2025 revenue to be between 42.97 billion to 46.67 billion yuan, with a year-on-year growth of 16% to 26% [4] - New Zobang anticipates achieving 9.6 billion yuan in revenue in 2025, driven by increased demand for battery materials and organic fluorochemicals [5] - Trina Solar faced regulatory warnings due to incorrect claims of collaboration with SpaceX, clarifying that no such business exists [5] - Lin Yang Energy's controlling shareholder plans to increase holdings between 50 million to 100 million yuan within the next 12 months [5] Investment Strategy - The energy storage sector is expected to see over 60% growth in 2026, driven by strong demand and the impact of the U.S. Inflation Reduction Act [6] - The domestic electric vehicle market showed a total of 945,000 units sold in January, with a year-on-year increase of 45% [6] - The battery and separator sectors are recommended for investment, with a focus on leading companies such as CATL and Yiwei Lithium Energy [6] - The wind power sector is projected to grow significantly, with domestic offshore wind expected to reach over 12GW in 2026, a year-on-year increase of over 50% [6] - The photovoltaic sector is currently facing weak demand, but potential growth is anticipated from space photovoltaic projects [6]

Core Insights - In 2026, Zhijie is focusing on launching new products, expanding channels, and going overseas while continuing to strengthen its executive team [1] - The company has recently appointed Guo Rui, a veteran from Huawei, as CEO, indicating a strategic move to enhance leadership [1][3] Company Developments - Guo Rui has a diverse background in consumer goods and technology, having worked with companies like Procter & Gamble, COFCO, and Huawei, where he led brand marketing efforts [3] - Zhijie, a smart electric brand co-created by Huawei and Chery, has launched two models, S7 and R7, targeting the 200,000 to 300,000 RMB market segment [5] - The company plans to introduce its third model, V9, an MPV, along with a new large SUV R9 and updated versions of S7 and R7 in 2026 [5] Sales Performance - In 2024, Zhijie sold approximately 58,000 vehicles, with S7 and R7 performing nearly equally [5] - Sales increased to 91,000 vehicles in 2025, although S7 saw a decline of over 60% year-on-year, with R7 becoming the main sales driver [5] Strategic Initiatives - Zhijie aims to open 100-200 exclusive brand stores throughout the year and plans to begin international expansion in the second half of 2026 [5] - The brand has transitioned to an independent operation under Huawei's HarmonyOS, marking a significant shift in its business model [5] Industry Trends - The influx of Huawei talent into the automotive sector is notable, with several executives from Huawei joining new energy vehicle companies [6]

暮色渐沉，雪韵大街上的大红灯笼次第亮起，暖红色的光晕映在绵软的积雪上。东北大秧歌、踩高跷、 安塞腰鼓等民俗表演接连登场，演员与观众热情互动，搅热了雪乡零下10多摄氏度的寒夜。 不仅是东北，文旅市场的热潮在2026年超长春节假期的带动下，席卷全国。飞猪数据显示，春节假期国 内游订单量再创新高，其中门票订单量同比去年增长超80%，酒店间夜量同比增长75%。 转自：经济参考报 新华财经北京2月24日电 国内游门票订单量同比增长超80%，年俗IP从北国雪乡火到潮汕街头；可穿戴 装备销售环比增长62%，"新智家电"成为年货顶流……2026年超长春节假期，消费市场的精彩远不止一 面，涌动的活力彰显着内需潜力，也为全年消费增长积蓄了新动能。 如果说年俗是春节消费的"传统底色"，那么"数智"则描绘出节日市场的"时代亮色"。记者走访多地车市 和家电市场发现，在以旧换新政策的加持下，汽车、家电等耐用消费品正经历一场"智能化跃迁"。 "初三开始客流就很可观。"在江苏泗阳县比亚迪4S店，资深销售刘萍向记者细数今年春节假期的咨询热 点。她发现，近九成到店客户都是来咨询置换的。"大家算的不仅是补贴账，更是长远的经济账和体验 账——换个更 ...