Core Insights - The fifth China International Energy Storage Industry Expo (EESA) will take place from November 24 to 26, 2026, at the National Exhibition and Convention Center (Shanghai), featuring over 800 companies showcasing the entire energy storage industry chain [2][4] - The theme of the expo is "Technology Implementation, Resource Aggregation, Global Collaboration," aligning with China's 14th Five-Year Plan for energy development [4] - The event aims to create a comprehensive industrial ecosystem covering technology research and development, product manufacturing, application scenarios, and capital connections [4][5] Scale and Influence - The expo is expected to attract over 800 global energy storage companies, including more than 50 international leading firms, with over 150,000 professional visitors anticipated [7] - The international audience is projected to comprise over 35%, highlighting the expo's global significance and leadership in the energy storage sector [7] - Compared to similar international exhibitions, EESA stands out in terms of exhibition area, number of exhibitors, and degree of internationalization, making it a key player in the global energy storage exhibition landscape [7] Cutting-edge Technologies - The expo will feature a "Black Technology Experience Zone," showcasing next-generation energy storage innovations such as ion batteries, liquid hydrogen storage, and AI smart operations [9] - Leading global companies will present their latest developments, including CATL's "condensed battery," BYD's "cube energy storage system," and Huawei's "light-storage direct current coupling solution" [9] - The technology exhibition will cover a complete chain from material innovation to system integration, addressing energy density and safety boundaries with solid-state and sodium-ion batteries [9] Global Platform - EESA serves as a platform for Chinese manufacturers to connect with global markets and for international companies to enter the Chinese market, leveraging Shanghai's position as a global trade and innovation hub [11] - The organizing committee will invite international buyer groups, including Fluence and Powin, and provide one-stop services for cross-border compliance, product certification, and market consulting [11] - The expo will host over 20 high-level forums focusing on global energy storage policies, including significant regulations like the EU's "New Battery Law" and the US IRA Act, aiding companies in understanding market entry rules and opportunities [11] Comprehensive Industry Coverage - The expo will feature nine specialized exhibition areas to provide a clear view of the energy storage ecosystem, covering all aspects from core components to end-use applications [13] - The range of exhibits will include energy storage systems and core equipment, advanced storage technologies, smart grids, hydrogen and fuel cells, and testing and certification services [13] - The layout of the three exhibition halls is designed to facilitate effective connections between exhibitors and visitors, with each hall focusing on different segments of the industry [16] Value of Participation - Participation in the EESA expo offers companies enhanced brand influence, business opportunities, and industry insights, providing a complete value chain service from technology display to market connection and capital introduction [19] - Exhibitors will engage directly with high-quality buyers, project developers, and investment institutions from around the world, demonstrating the expo's value as an international trade platform [19] - For professional visitors, the expo serves as an excellent opportunity to gain insights into industry trends, compare technology solutions, and establish collaborative networks, supported by over 20 high-end forums and industry matchmaking activities [19]

智通财经APP获悉，华源证券发布研报称，建议持续把握AI+应用逐步落地，以及B端、C端用户真实反 馈，关注商业模式的延展。目前传媒行业景气度仍在持续提升，调整中建议继续沿新渠道+新内容方向 布局。 风险提示：新电影上线表现不及预期、新技术发展不及预期、行业竞争加剧、新产品研发上线及表现不 及预期。 游戏：春节档期间玩家偏好以大DAU游戏为主，集中于MOBA和FPS赛道 从2026年2月1日至21日的游戏畅销榜数据来看，春节档期间玩家偏好以大DAU游戏为主，集中于 MOBA和FPS赛道。腾讯游戏占据主导地位，《王者荣耀》和《和平精英》几乎稳居前两名，具有较大 的用户基本盘。《三角洲行动》多次位列第三、四名，2月10日至11日短暂登顶。中游排名竞争激烈， 《金铲铲之战》《无畏契约》《无尽冬日》《火影忍者》等产品位次每日均有波动，各游戏通过限时活 动、版本更新等方式争夺用户时间和消费。SLG游戏表现分化，《无尽冬日》凭借持续攀升势头多次进 入总榜前10名，成为SLG品类头部游戏。 影视：口碑分化明显，三四线城市成为观影主力 2026年春节档（2月15日-23日）长达9天，创下史上最长纪录。截至2月22日，春节档总票 ...

Investment Rating - The report suggests an "Overweight" rating for humanoid robots, AI applications, innovative drugs, and new consumption sectors [5][19]. Core Insights - The report highlights a strong growth potential in humanoid robots, with a projected shipment of nearly 18,000 units globally by 2025, representing a year-on-year increase of 508% [5]. - AI applications are expected to maintain steady growth, supported by the Ministry of Industry and Information Technology's initiative to build a national computing network [5]. - The innovative drug sector is experiencing a shift towards platform capabilities, as evidenced by a significant partnership between Innovent Biologics and Eli Lilly, valued at over $8 billion [9]. - New consumption trends are emerging, with adjustments in CPI statistics reflecting the inclusion of new categories such as dishwashers and medical beauty services [5]. Summary by Category Humanoid Robots - Rating: Overweight - Technical Indicators: Strong - Growth Expectation: Medium, stable growth anticipated - Key Data: IDC forecasts a shipment of nearly 18,000 humanoid robots by 2025, a 508% increase year-on-year [5]. AI Applications - Rating: Neutral + Overweight - Technical Indicators: Weak, but stabilizing - Growth Expectation: Medium, slight downward adjustment expected - Key Data: The Ministry of Industry and Information Technology has initiated the construction of a national computing network [5]. Innovative Drugs - Rating: Overweight - Technical Indicators: Strong - Growth Expectation: Low, upward revision expected - Key Data: Significant partnership between Innovent Biologics and Eli Lilly, valued at over $8 billion, marks a new phase in China's innovative drug export strategy [9]. New Consumption - Rating: Overweight - Technical Indicators: Strong - Growth Expectation: Low, stable growth anticipated - Key Data: CPI adjustments include new consumption categories, indicating a shift in consumer behavior [5].

2026年2月10日，港股上市公司伊登软件控股有限公司（股票代码：01147）发布公告，宣布其直接全资 附属公司Professional Eternity Limited以300万港元收购港骏科技有限公司100%股权。 细究公告与业务细节，这场收购远非财务考量，核心在于"借渠引水"：通过嫁接港骏深厚的客户网络与 渠道，将伊登的AI解决方案与云服务快速导入香港企业级市场，完成战略卡位。 港骏科技的深厚积淀：客户基础与口碑构筑护城河 港骏科技并不是一家新创公司，而是一家成立超过35年的香港老牌IT服务商，长期服务企业级客户，覆 盖软件订阅、云服务、IT解决方案与培训等多个环节。从地域来看，港骏科技服务覆盖中国内地、香 港、澳门等多地。 对这类公司而言，真正的护城河并不体现在短暂利润上，而是体现在客户关系、厂商授权与服务网络的 长期积累上。 对伊登而言，这并不是一批"可有可无"的客户，而是一组已经完成筛选的优质企业客群——伊登不需要 从零开始教育市场，只需要把自己的产品能力嵌入进去。 港骏近年出现亏损，更像是传统IT服务商在云化与AI转型阶段的典型阵痛：一方面，软件订阅与传统实 施业务毛利被压缩；另一方面，企业客户 ...

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]

当姑苏古城的灯笼次第点亮，平江路上的评弹弦索伴着马蹄声脆，2026年马年新春的苏州，大街小 巷不仅弥漫着满满的年味，更涌动着火热的消费热潮。 今年春节假期，全市板块联动、部门协同，围绕过年潮购、苏式年味、文旅休闲、民俗体验等内 容，以"三新"消费试点、有奖发票试点和消费品以旧换新政策赋能，策划举办重点促消费活动超200 场。节日期间，全市各大商超、商业街区活力彰显、人流如织，监测数据显示，全市100家重点商贸企 业春节假期预计实现销售额19.53亿元，同比增长5.8%。 丰富活动 引爆住餐消费 传统年味之外，新潮玩法为苏州消费市场注入新活力。阳澄半岛乐园的"新春阳澄狂欢季"，华东首 个赛博朋克机车特技秀"绝境狂飙"燃爆现场，假期初段接待游客、营业收入同比分别增长33.3%和 20.4%。"苏品苏货"也在这个春节加速出圈。十全街精品店、华贸中心甄选店同步开业，推出的沉浸式 体验活动让市民眼前一亮；轨交精选店铺的"任意消费赠福字"活动，让出行路上也充满年味。 政策红包 市民"敢买愿换" "扫发票中了88元，回家可以去超市再买一箱牛奶了。"在比斯特苏州购物村买完衣服的王彩菲笑着 说。这个春节，有奖发票试点成了全城热 ...

Investment Rating - The report maintains a rating of "Buy" for the electronic industry, indicating a positive outlook for investment opportunities in this sector [1]. Core Insights - The IoT market is identified as the largest blue ocean market, presenting significant opportunities for domestic substitution, particularly in customized solutions and software ecosystems [2]. - The report emphasizes the importance of hardware supply chain enterprises in the AI transformation, as major internet and cloud computing companies accelerate their hardware ecosystem development [2]. - The evolution of edge AI is seen as a critical trend, with the need for high-performance edge hardware driving innovation in traditional mobile and PC markets [5][6]. - The automotive sector is highlighted as a prime application area for edge AI, with significant opportunities arising from the upgrade of in-vehicle chips and the construction of domestic ecosystems [5]. Summary by Sections 1. Edge AI and Domestic Supply Chain Opportunities - The transition of edge AI from concept to a well-defined industry path marks a strategic shift towards physical world applications, driven by privacy, security, and latency considerations [15]. - The deep restructuring of edge hardware provides a systemic elevation opportunity for domestic supply chains, particularly in new terminal markets like AI glasses and embodied intelligent robots [16]. 2. AI Empowering Mobile and PC Market Innovations - The demand for high-end smartphones is increasing due to the rapid adoption of AI technology, with projections indicating that by 2028, 54% of smartphones will feature edge AI capabilities [18]. - The average selling price (ASP) of smartphones is expected to rise, with a notable increase in the proportion of high-end models, driven by the demand for AI functionalities [21][19]. - The report notes that the semiconductor industry is experiencing a shift towards higher-end chip manufacturing processes, with TSMC's 2nm technology expected to enhance performance and efficiency significantly [23][24]. 3. Automotive Electronics and Edge AI Growth - The automotive sector is positioned as a second growth engine for edge AI, with in-vehicle chips evolving to meet the demands of intelligent driving and user interaction [5]. - The report discusses the competitive landscape of automotive chips, highlighting the rapid advancements in domestic chip manufacturers and their collaboration with new energy vehicle companies [5]. 4. Internet Giants Building Edge-Cloud Collaborative Ecosystems - Major internet companies are establishing comprehensive strategies that integrate cloud, AI, and chip development to strengthen their hardware foundations for AI transformation [10]. - The report outlines the strategic moves of companies like Alibaba, ByteDance, and Tencent in creating a cohesive hardware ecosystem that supports AI applications across various sectors [10].

数据显示，春节假期，武汉百货、电子商品、体育用品、礼品用品、衣着服饰、家用电器等重点品类消 费均实现较快增长。其中，体育用品消费同比增长196.6%，健康运动成为新春消费新时尚；电子商品消费同 比增长89.18%，智能数码产品走俏市场；礼品用品消费同比增长56.48%；衣着服饰消费同比增长36.65%；家 用电器消费同比增长31.25%。 2月23日从武汉市商务局获悉，春节假期，全市实体店营业额总计228.11亿元，同比增长26.73%；消费笔 数为4769.28万笔，同比增长17.93%；消费人次为4296.56万人次，同比增长17.17%。这个假期，武汉消费市场 亮点纷呈、结构优化，多个领域呈现强劲增长态势。 2月19日是正月初三，在武商梦时代广场华为专卖店内，大批市民前来选购心仪的产品。店员介绍，春节 假期，智能手表、折叠屏手机等产品销量稳步增长，不少家庭将数码产品作为新年礼物。 编辑：胡之澜 武商梦时代广场各种马年装饰品吸引顾客选购。 从消费结构来看，品质化、升级型消费特征鲜明。母婴用品、珠宝钟表、食品烟酒消费保持稳步增长。 春节假期，武汉以系列创新举措激活文旅消费活力，通过地标焕新、民俗联动、消费惠 ...

解锁广东茶科 技，开启新征程 ｜马年新春·来 粵叹茶⑨_南方 +_南方plus "茶煲，今天开 工，咱们去广东 茶园学学茶科技 怎么样？"阿茶 拉着茶煲的手提 议。茶煲和阿茶 一拍即合，一头 扎进广东茶科技 的奇妙世界，从 茶园到茶桌，从 种茶到泡茶，解 锁粤茶新模样， 注入强劲动能， 让千年粤茶香焕 发新活力。 走进潮州凤凰单 丛智慧茶园，映 入眼帘的便是穿 梭在茶垄间的定 制化组网无人 机。这类设备自 2023年起在广东 茶区逐步试点推 广，主要承担茶 山植保、茶青运 输及茶树生长监 测三大功能。潮 州凤凰山高山茶 园地势险峻，人 工运输茶青效率 低下，无人机可 在5分钟内将50 斤鲜叶从山顶运 至山脚，有效锁 住茶青鲜爽度。 漫步在茶园，一 排排不起眼的环 境传感器，正是 感受这片岭南沃 土上，科技与千 年茶香的完美交 融。 作为中国茶叶重 要产区、全国茶 叶流通核心枢 纽，广东在茶科 技领域走出了一 条创新之路。这 里不仅有华南地 区规模最大、种 类最齐全的茶树 活体"基因库" ， 更研发出全国首 套红条茶连续生 产线，成为新茶 饮策源地和茶产 业数智化转型的 标杆，用科技 为"广货"茶名片 5G智慧 ...

前不久，深圳龙岗国际艺术中心全面接入鸿蒙生态，建成全国首个全链条智能化"鸿蒙剧场"，实现 从购票、入场、AR导览到设备运维的全流程无感体验，且年均可减少碳排放百余吨。鸿蒙生态在大型 公共文化场馆的集成化、系统化应用，是科技拓宽服务边界带来全域数智化的关键一步。 这一案例也给智慧城市建设带来了实践启示。可将相关技术延伸至安防、通行、警务、工地、泵 房、邻里中心等多类民生场景，通过技术溶解服务边界，使基础设施具备"服务主动适配人"的智慧。以 大型体育、演出场馆为例，通常因短时间内人流密集，观众往往面临停车难题，针对这一痛点，可探索 并推广车位预约服务，让车主可提前在线上锁定车位，停车不再"绕圈圈"。 当更多公共设施、城市建设借鉴"鸿蒙范式"，未来人们走进各类公共场所时，科技将如空气般无形 又随处可见，公共服务与生活的距离，也将真正实现"一触即达"。(本文来源：经济日报 作者：杨阳腾) (责任编辑：年巍) 科技赋能重构了文化体验。在"鸿蒙剧场"，传统观演流程转化为"VR选座—一键购票—AI引导"的 全流程数字化服务。观众可通过手机360度预览剧场实景与座位视角，持手机靠近闸机即可无感入场， 极大提升入场效率与体验流 ...