（股份代號：3750） 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 Contemporary Amperex Technology Co., Limited 寧德時代新能源科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） 海外監管公告 寧德時代新能源科技股份有限公司2026年面向專業投資者公開發行科技 創新公司債券（第一期）在深圳證券交易所上市的公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 茲載列寧德時代新能源科技股份有限公司（「本公司」）於深圳證券交易所網站 ( http://www.szse.cn/ )及巨潮資訊網( www.cninfo.com.cn )所發布之《寧德時代新能 源科技股份有限公司2026年面向專業投資者公開發行科技創新公司債券（第一期） 在深圳證券交易所上市的公告》，僅供參閱。 承董事會命 寧德時代新能源科技股份有限公司 董事長、執行董事兼總經理 曾毓群先生 中國•寧德，二零二六年二 ...

今天商品和权益市场演了一出极其吊诡的"双簧"。 碳酸锂期货主力合约早盘放量高开超11.42%，盘中一度逼近187,700元/吨的大关。 正当股民以为锂电上游能像同期的稀有金属（稀土、钨、锑），以及贵金属板块狠狠涨一波时。谁知，明星概念股却是两极分化。 盐湖股份、天齐锂业、赣锋锂业等核心标的强势高开，而盛新锂能、雅化集团等却大幅领跌。 | 177 77 177 | | | I | | --- | --- | --- | --- | | 代码 | 名称 | 最新价 | 涨跌幅 | | 300438 | 鹏辉能源 | 43.47 | -9.15 | | 002497 | 雅化集团 | 26.44 | -8.76 | | 002009 | 天吉股份 | 31.06 | -6.53 | | 002240 | 盛新理能 | 42.26 | -6.50 | | 002759 | 天际股份 | 38.50 | -5.94 | | 300390 | 天华新能 | 49.90 | -5.51 | | 000973 | 佛塑科技 | 13.72 | -5.44 | | 301100 | 风光股份 | 23.84 | -5.17 | ...

今日聚焦 1、中微半导：初步确定的本次询价转让价格为43.35元/股 中微半导2月26日公告，根据2026年2月26日询价申购情况，初步确定的本次询价转让价格为43.35元/ 股。参与报价及申购的机构投资者家数为36家，合计有效认购股份数量为1498.6万股，对应的有效认购 倍数为1.87倍。本次询价转让拟转让股份已获全额认购，初步确定受让方为28家机构投资者，拟受让股 份总数为800.73万股。 2、德邦股份：向上交所提出终止上市申请 德邦股份2月26日公告，公司拟以股东会决议方式主动撤回A股股票在上海证券交易所的上市交易，并 申请股票进入全国中小企业股份转让系统退市板块继续交易。该事项已通过公司2026年第一次临时股东 会审议。公司已向上交所提交相关申请，尚需上交所决定是否受理。公司聘请中信证券和北京世辉律师 事务所作为财务和法律顾问，分别发表了意见。本次终止上市事项最终能否通过相关审批及实施尚存在 不确定性，敬请广大投资者关注后续公告并注意投资风险。 3、多瑞医药：王庆太、曹晓兵要约收购期满 公司股票将于2026年2月27日复牌 多瑞医药2月26日公告，公司股票将于2026年2月27日复牌。在2026年 ...

作者 | 弗雷迪 数据支持 | 勾股 大数 据（www.gogudata.com） 今天商品和权益市场演了一出极其吊诡的 " 双簧 " 。 碳酸锂期货主力合约早盘放量高开超 11.42% ，盘中一度逼近 187,700 元 / 吨的大关。 正当股民以为锂电上游能像同期的稀有金属（稀土、钨、锑），以及贵金属板块狠狠涨一波时。谁知，明星概念股却是两极分化。 盐湖股份、天齐锂业、赣锋锂业等核心标的强势高开，而盛新锂能、雅化集团等却大幅领跌。 | DX 75 102 | | | 三月二十八年 | | --- | --- | --- | --- | | 代码 | 名称 | 最新价 | 涨跌幅 ^ | | 300438 | 鹏辉能源 | 43.47 | -9.15% | | 002497 | 雅化集团 | 26.44 | -8.76% | | 002009 | 天奇股份 | 31.06 | -6.53% | | 002240 | 盛新理能 | 42.26 | -6.50% | | 002759 | 天际股份 | 38.50 | -5.94% | | 300390 | 天华新能 | 49.90 | -5.51% | | 0 ...

Core Insights - The global energy system is undergoing a historic transformation, with China accelerating the construction of a new energy system and aiming to become an energy powerhouse [2] - Ningde Times is committed to enhancing the economic viability of renewable energy scenarios and supporting global energy transition and green development [2] Industry Overview - The global energy system is trending towards distributed, intelligent, and circular development, with renewable energy batteries as a core supporting technology [2] - China leads the global renewable battery industry, with 6 out of the top 10 power battery companies and 7 out of the top 10 energy storage battery companies by 2025, holding over 70% and 83% market shares respectively [2] - Fujian province is positioned as a hub for the renewable battery industry, with an expected total output value of nearly 500 billion yuan by 2025, a year-on-year growth of 39%, accounting for about 40% of the equipment manufacturing output [2] Company Strategy - Ningde Times has established its headquarters, core R&D, and major production capacity in Fujian, with cumulative R&D investment exceeding 90 billion yuan and over 20,000 global R&D personnel [4] - The company has increased the number of domestic suppliers from over 20 to 5,000, promoting collaborative innovation and green transformation across the industry chain [4] - The goal is to achieve carbon neutrality in the supply chain by 2035 and to create a core competitive advantage in zero-carbon technology [4] Future Outlook - The company emphasizes the importance of deepening the "four-chain" integration to solidify the foundation of the renewable energy industry and expand zero-carbon technology application scenarios [4] - Ningde Times aims to contribute to high-quality development in Fujian and the global renewable energy sector, advocating for an open cooperation approach to achieve a zero-carbon future [4]

转自：新华财经 新华财经香港2月26日电（记者林迎楠）26日，港股主要指数高开低走，截至收盘，恒生指数下跌 1.44%至26381.02点，恒生科技指数下跌2.87%至5109.33点，国企指数下跌2.44%至8814.29点。 当日恒指高开254.02点，开报27019.74点，开盘走势向下，早盘盘中窄幅整理，午后跌幅扩大，最终恒 指跌384.70点，主板成交超2592亿港元。当日，港股通（南向）净流出超73亿港元。 整体来看，风电、光通讯、影视等股多为上涨，银行、航空、港口运输等股有涨有跌，新消费、黄金、 有色金属、商业航天、生物医药、新能源车企、科网、券商、石油与天然气等股多有下跌。 个股方面，小米集团跌1.18%，中国平安跌4.64%，长飞光纤光缆涨2.97%，中芯国际跌3.22%，香港交 易所涨0.78%，美团跌2.72%，快手跌4.14%，天数智芯涨20.27%，中电控股跌2.20%，东方电气涨 15.52%，建设银行跌1.60%，宁德时代跌6.49%，耀才证券金融跌4.17%，中国银行跌0.64%。 成交额前三的个股中，阿里巴巴跌3.57%，成交超143亿港元；腾讯控股跌2.01%，成交超132 ...

（文/观察者网 张家栋 编辑/高莘） 2月25日至2月26日，德国总理默茨正式开启就任以来的首次访华之旅，在全球经济格局动荡、产业链重 构与地缘政治不确定性上升的背景下，这被外界视为一次具有风向标意义的访问。 第二点是，三家企业对中国角色的定位发生变化。在外企高管眼中，中国不再仅仅是"全球最大汽车市 场"，而是被明确定位为技术创新策源地与产业标准塑造者。 德国总理默茨 联合日报 双方会晤中，中方表示，双方应做相互支持的可靠伙伴，坚持互尊互信、开放合作；要做开放互利的创 新伙伴，加强发展战略对接，支持人才、知识与技术双向流动，在人工智能等前沿领域深化对话合作， 共同维护产业链供应链稳定畅通；还要做相知相亲的人文伙伴。 德方表示，作为全球三大经济体中的两个，中德贸易不仅关系两国繁荣，也惠及世界，双方机遇与风险 并存，应在维护自身利益基础上加强伙伴关系，在多领域实现互利共赢。 在双方达成共识的政治与贸易新局面下，汽车产业的重要性进一步凸显。作为中德经贸往来最具规模与 技术含量的支柱产业之一，该行业既承载着双边贸易体量，也连接着电动化、智能化与绿色转型等前沿 议题，成为双方深化创新合作与稳定产业链供应链的关键抓手。 ...

Group 1: Nvidia Financial Performance - Nvidia's Q4 revenue reached $68.1 billion, representing a 20% quarter-over-quarter increase and a 73% year-over-year increase [1] - For the fiscal year 2026, Nvidia's total revenue is projected to be $215.9 billion, a 65% year-over-year growth [1] - The GAAP and non-GAAP gross margins for Q4 were 75.0% and 75.2%, respectively, while for the entire fiscal year 2026, they are expected to be 71.1% and 71.3% [1] - The diluted earnings per share (EPS) for Q4 were $1.76 (GAAP) and $1.62 (non-GAAP), with full-year EPS for 2026 projected at $4.90 (GAAP) and $4.77 (non-GAAP) [1] - Nvidia returned $41.1 billion to shareholders through stock buybacks and cash dividends during the fiscal year 2026, with $58.5 billion in stock buyback capacity remaining as of the end of Q4 [1] Group 2: Indian Market Regulation - India's market regulator has allowed actively managed equity funds, totaling $384 billion, to allocate more funds to gold and silver, enhancing flexibility amid rising global demand for hard assets [3] - According to the revised rules by the Securities and Exchange Board of India (SEBI), equity funds can invest up to 35% of their remaining assets in gold, silver, and infrastructure investment trusts (InvITs) [3] - This regulatory change is expected to create new demand sources for gold and silver, attracting strong investor interest during the current bullish market [3] Group 3: A-Share Market Performance - The Shenzhen Composite Index rose by 0.28% in the morning session, while the Shanghai Composite Index fell by 0.08% [4] - The total trading volume in the Shanghai and Shenzhen markets reached 1.6498 trillion yuan, an increase of 117.6 billion yuan compared to the previous day [4] - AI hardware stocks, including CPO, liquid cooling servers, and PCB, saw significant gains following Nvidia's positive earnings report, with several stocks reaching historical highs [4]

Core Viewpoint - The news highlights the proactive measures taken by the State Grid Jining Power Supply Company to support the rapid recovery and growth of various industries in Jining, emphasizing the importance of reliable electricity supply in driving economic development and enhancing productivity across sectors. Group 1: Industrial Recovery and Growth - Jining is focusing on the "one trillion, five-fold increase" goal set by local government, with the power supply as a core element to support the development of key industries like new energy and high-end equipment [1] - The flexible collaborative robots in the Luoshi Robot Industrial Park are operating at full capacity, with a 40% increase in electricity consumption compared to the previous year due to a surge in orders [2] - The Ningde Times new energy battery project is a key part of Jining's 200 billion yuan new energy industry cluster, with the power company providing tailored support to ensure stable operations and rapid production [3] Group 2: Power Supply and Efficiency - The State Grid Jining Power Supply Company is implementing "electricity equipment health checks" and energy efficiency diagnostics to help companies reduce costs and improve efficiency [4] - In the Xihu Precision Company, there has been a 55% increase in orders post-holiday, with daily electricity consumption rising by 42%, showcasing the demand for precision manufacturing [4] - The company has established a dedicated power service team to monitor and optimize electricity supply for precision processing, ensuring stable operations [4] Group 3: Support for New Energy Logistics - The logistics sector is experiencing a revival with the resumption of new energy heavy-duty trucks, leading to a significant increase in electricity demand at charging stations, from 7,980 kWh to 24,190 kWh [5] - The power company has initiated a special power supply plan to ensure the safe and efficient operation of charging facilities, supporting the smooth flow of goods and economic activity [5] Group 4: Agricultural Development and Rural Revitalization - The agricultural sector is also benefiting from reliable electricity supply, with smart greenhouse technologies enhancing the production of seasonal fruits in Qufu City [7] - The power company is actively engaging with agricultural producers to ensure stable electricity supply for temperature control and irrigation systems, which are critical for crop quality [7] - The proactive service approach by the power company is fostering confidence among farmers, contributing to rural revitalization and income generation [7]

公开资料显示，作为此次并购的核心标的，旭升集团在新能源汽车轻量化领域具有行业领先地位。公司 长期从事精密铝合金零部件的研发、生产与销售，并专注于为客户提供轻量化的解决方案，是汽车精密 铝合金零部件龙头企业之一，早在2013年就进入特斯拉供应链，成为其一级供应商。 旭升集团发布的2025年半年度报告显示，其是目前行业内少有的同时掌握压铸、锻造、挤压三大铝合金 成型工艺的企业，并将相关领域的优势逐步延伸至储能、机器人等新兴领域。 将旭升集团收入囊中，是广州工控集团布局新能源汽车产业链的又一落子。南都湾财社此前报道，2025 年5月，主要从事新能源产业链动力电池研发应用的上市公司孚能科技控股股东变更为广州工控集团， 由广州工控集团提名的非独立董事谢勇出任孚能科技董事长。 据悉，广州工控集团正纵深推进"并购2.0"战略，重点聚焦现代高端装备、新能源汽车零部件、金属 （化工）新材料等领域，引导集团控股上市公司开展战略性并购，取得或巩固产业链"链主"地位。此前 广州工控集团曾披露，至2025年前三季度，已立项并购项目4个，除汽车轻量化外，还涉及干线物流服 务等领域。 目前，广州工控集团控股7家上市公司（广日股份、润邦股份 ...