沪深股通今日合计成交3195 .37亿，其中北方稀土和宁德时代分居沪股通和深股通个股成交额首位。板块主力资金方面，有色金属板块 主力资金净流入居首。ETF成交方面，巴西ETF易方达（52087 0）成交额环比增长489%。 龙虎榜方面，通源石油今日冲高回落，获五家机构买入3.8 5亿，同时遭两家一线游资（国泰海通证券上海中山东路、国泰海通证券成都 北一环路）合计卖出1.38亿。 东岳硅材强势涨停，获一家量化资金（开源证券西安太华路）买入1 .02亿，一家一线游资（国泰海通证 券成都北一环路）买入0.59亿。 一、沪深股通前十大成交 | 排名 | 板块名称 | 主力资金净流出 (亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | 1 | 计算机 | -124.07 | -5.86 | | N | 文化传媒 | -88.09 | -9.15 | | 3 | 影视院线 | -25.26 | -12.49 | | ব | 非領令部 | -20.88 | -5.95 | | 5 | 医药 | -18.64 | -2.49 | 今日沪股通总成交金额为1513. 17亿，深股通总 ...

Core Viewpoint - The increasing restrictions on parking for electric vehicles (EVs) in underground garages across various cities in China highlight a growing safety anxiety among property management companies, leading to a conflict between EV owners and traditional fuel vehicle owners [3][4][10]. Group 1: Issues Faced by EV Owners - EV owners, like Zhao Jinyuan, are facing significant challenges as property management companies impose bans on parking EVs in underground garages, citing fire safety concerns [1][4]. - The situation is not isolated, with reports from cities such as Hangzhou, Taiyuan, Ningbo, and Guangzhou indicating a widespread trend of EVs being denied access to underground parking [3][4]. - The restrictions have led to a decline in the quality of life for EV owners, who are forced to park in less convenient locations, facing harsh weather conditions that can affect vehicle performance [6][10]. Group 2: Safety Concerns and Misconceptions - Property management companies justify the bans by referencing the potential fire hazards associated with lithium batteries, despite data showing that the fire incident rate for EVs is comparable to or even lower than that of traditional fuel vehicles [6][9]. - The fear surrounding EVs stems from the rapid escalation of fires caused by lithium batteries, which can reach temperatures above 800°C in seconds, posing a significant risk in enclosed spaces like underground garages [9][11]. - The lack of standardized safety regulations for EV parking in underground facilities exacerbates the issue, leading to a "one-size-fits-all" approach to banning EVs [15][16]. Group 3: Potential Solutions and Innovations - Shenzhen has implemented a pioneering regulation for the safe underground parking of EVs, focusing on risk assessment rather than outright bans, which could serve as a model for other cities [17][18]. - The introduction of sodium batteries, which are less prone to thermal runaway and have a lower maximum temperature during failure, presents a promising alternative to lithium batteries, potentially alleviating safety concerns [21][23]. - The development of comprehensive safety standards and infrastructure upgrades for underground parking facilities is essential to accommodate the growing number of EVs and ensure their safe storage [19][24].

| : [编纂]股H股(视乎[编纂]獲行使與否而定) | 纂 项下的 编纂]數目 | [编纂 數目 : | [编纂]股日股(可于重新分配) | | --- | --- | --- | --- | | 编纂 數目 : 编纂 股H股(可予重新分配及視乎 编纂 獲行使與否 | 胸定) | | | | 最高]編纂] : 每股H股 编纂 港元,另加1.0%經紀佣金、0.0027% | 設監會交易徵費、0.00565%聯交所交易費及 | | | | 0.00015% 氧財局交易微費(須於申請時以港元繳 | 足,多繳股款可予想還) | | | | 廊值 : 每股H股人民幣1.00元 | 图景 : | | | | 獨家保應人·[編纂]·[编纂]· | 1编纂1 | | | | 加上一二十 | | | | 来源：市场资讯 来源：青瓦资本 营收破200亿、利润增54%，这家"不差钱"的公司为何选择此时冲向港股？ 2月11日，思源电气向港交所递交上市申请。消息出来后，很多人第一反应是：这家公司不是刚交出史 上最好成绩单吗？急着去港股干嘛？ 先看数字：2025年营收212亿，净利润31.6亿，同比大增54%。账上现金充裕，业务全线飘 ...

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的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的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 董事會會議召開日期 寧德時代新能源科技股份有限公司（「本公司」）董事會（「董事會」）謹此宣佈，本 公司將於2026年3月9日（星期一）舉行董事會會議，藉以（其中包括）考慮及批准 本公司及其附屬公司截至2025年12月31日止年度之年度業績及其發佈，以及考慮 建議派發末期股息（如有）。 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，2026年2月25日 於本公告日期，董事會成員包括董事長兼執行董事曾毓群先生、執行董事潘健先 生、李平先生、周佳先生、歐陽楚英博士及吳映明先生；及獨立非執行董事吳育 輝博士、林小雄先生及趙蓓博士。 （於中華人民共和國註冊成立的股份有限公司） （股份代號：3750） ...

摘要 6座SUV新战事。 2月工信部新车公告出炉。受春节假期影响，本轮公告仅公布88款新车，沃尔沃、极氪、比亚迪、吉利、哈弗、小鹏等新车公示数量位居前列。 其中较受市场关注的新车包括小鹏GX、比亚迪大唐、理想L9 lisvs、问界M8、零跑D19等，均为6座SUV。 6座大三排，空间更大、座位更舒适，目 前已成为SUV车型中的竞争焦点。 海外/合资品牌方面，沃尔沃、大众、东方日产等均带来了新车。沃尔沃新车数量超过国产品牌，达14辆，电池供应均来自宁德时代，三元车型达12 款。 此外，奔驰则带来了混动轿车，搭载三元电池，供应商为亿纬锂能、奥迪新车则搭载弗迪的磷酸铁锂电池。 从车型来看，纯电车型公示数量达48辆，插混/增程车型公示数量为40辆。电池类型方面，依旧由磷酸铁锂占据主流，贡献58%的新车配套；三元电 池拿下42%的新车，配套企业有宁德时代、蜂巢能源、中创新航、欣旺达、亿纬锂能。 电池企业方面，依旧由宁德时代领衔配套，占据将近一半的新车电池配套，蜂巢、弗迪、中创新航紧跟其后。 其中，中创新航包圆了小鹏GX的三元、磷酸铁锂电池配套。从公告来看，GX作为小鹏首款6座SUV，将带来普版、powerX 、powe ...

Group 1 - BMW Group's Chairman, Zipse, emphasized the importance of cooperation in addressing global challenges during the visit of German Chancellor Merz to China, which aims to strengthen the strategic partnership between Germany and China [2][3] - A memorandum of understanding was signed between BMW Group and CATL to enhance collaboration in the electric vehicle supply chain, focusing on reducing carbon footprints through sustainable development and technological innovation [2][5] - The automotive industry is identified as a core pillar of the Germany-China economic relationship, with BMW planning to launch new high-end models in China to meet the growing demand for quality products as the country transitions to a consumption-driven economy [5][7] Group 2 - China is recognized as a critical component of BMW Group's future strategy, being the largest automotive market and a hub for technological innovation, necessitating a strong local presence for global competitiveness [7][8] - BMW has established four major R&D innovation centers and three software companies in China, with the first locally produced new generation model, the BMW iX3 long-wheelbase version, set to debut at the Beijing Auto Show [8]

公司在铜铝复合材料领域开发了铜铝熔炼及铸轧制备核心技术，并已实现规模化量产。随着新能源汽车 对轻量化和成本控制的要求不断提高，铜铝复合材料在电池连接等领域的应用前景广阔，有望成为公司 继热失控防护产品之后的又一重要业绩增长点。 固德电材（301680）创业板上市网上路演2月24日成功举行。在本次路演中，公司董事、副总经理朱浩 峰向投资者透露了一个备受关注的战略进展：公司培育的"第二增长曲线"铜铝复合产品已通过宁德时代 （300750）的严格审核，正式进入其供应链体系，目前销售额呈现快速攀升态势。这一突破标志着公司 从单一的热失控防护产品向系列化、多品类解决方案延伸的战略布局取得了实质性成果。 朱浩峰进一步阐释了铜铝复合产品的战略价值。他指出，铜铝复合产品与公司现有的热失控防护产品具 有显著的协同效应，两者的终端客户高度重合，均为新能源汽车锂电池和储能锂电池领域。这种范围经 济的商业模式使固德电材能够以更广度和深度的产品系列服务于同一批终端客户，实现从单一产品到系 列化解决方案的转型升级。 ...

Core Viewpoint - Gude Electric Materials (301680) successfully held an online roadshow on February 24, showcasing its critical position in the new energy vehicle supply chain as a core supplier of thermal runaway protection solutions for CATL (300750) [1] Group 1: Client Relationships - Gude Electric Materials has established itself as a first-tier supplier for major global automotive manufacturers, including General Motors, Ford, Stellantis, Toyota, BMW, Geely, Li Auto, and Xpeng [1] - The company maintains long-term stable cooperation with leading enterprises in the power sector, such as Dongfang Electric (600875), Shanghai Electric (601727), Harbin Electric, China West Electric (601179), and TBEA (600089) [1] - The collaboration with clients is characterized by deep binding features, requiring strict evaluations to be included in the qualified supplier system before receiving orders [2] Group 2: Product Development and Recognition - Gude Electric Materials engages deeply in the early development of client products, customizing complete thermal runaway protection solutions based on client needs, which enhances customer stickiness [2] - The company has received multiple honors, including the "2024 Supplier Quality Excellence Award" from General Motors and the "2024 Best Service Supplier" from Geely Group, reflecting its growing brand influence and market competitiveness [2]

据 香港交易所 披露， 摩根大通 （JPMorgan）对 宁德时代 新能源 科技股份有限公司- H股的多头持仓 比例于2026年2月20日从8.99%降至8.89%。 ...

1. Report Industry Investment Rating - Not provided in the report 2. Core Viewpoints of the Report - The BOC GEM 50 Index (026770/026771) is an over - the - counter passive index product of BOC Fund, which focuses on the GEM, selects stocks with strong liquidity, and has prominent technology - growth attributes, high R & D investment, and high - quality fundamentals. It performs well in a growth - dominant environment and has an advantage in rebound strength. The fund manager, BOC Fund, has rich experience and management scale [2][39]. 3. Summary According to the Directory 3.1 Index Features - **Index Compilation Method**: The GEM 50 Index consists of 50 stocks with large average daily trading volume in the GEM market, focusing on sample stock liquidity and highlighting investment attributes. It selects stocks by considering the average daily trading volume in the past 6 months and industry coverage, using free - float market capitalization weighting and adjusting every six months [7][8]. - **Weight and Market Value Distribution**: As of January 31, 2026, the index has 50 constituent stocks, with the top ten constituent stocks accounting for 65.27% of the total weight. The weight is highly concentrated in stocks such as CATL, Zhongji Xuchuang, and Xinyisheng. The average free - float market value of constituent stocks is 9.0192 billion yuan, and the average total market value is 14.3456 billion yuan, mainly concentrated between 2 billion and 5 billion yuan [9][12]. - **Industry Characteristics**: The index has prominent technology - growth attributes and is highly in line with new - quality productivity. The constituent stocks are concentrated in the power equipment and communication industries, with 9 stocks in each, accounting for 31.03% and 24.91% respectively. Compared with the GEM Index, it excludes industries with less prominent technology attributes such as agriculture, forestry, animal husbandry, and fishery, and has stronger growth attributes [17][22]. - **Fundamental Characteristics**: The GEM 50 Index further strengthens the innovation - growth attribute on the basis of the GEM Index. The R & D investment as a proportion of operating income reaches nearly 6%, and the annual return on net assets from 2020 to 2024 is between 14% and 20%, surpassing other representative broad - based indices [23][27]. 3.2 Index Investment Value Analysis - **Outstanding Performance in a Growth - Dominant Environment**: The GEM 50 Index focuses on GEM stocks with technology - growth attributes and performs well in a growth - dominant environment. Its cumulative returns in a growth - dominant environment far exceed those of the GEM Index and the China Securities Growth Index. The weekly average return in a growth - dominant environment since 2014 is 2.56%, higher than other indices [28][32]. - **Advantage in Rebound Strength**: Affected by the sector attributes, the GEM 50 Index is unique in the environment of sharp rises or rebounds. In the rebounds in 2022.4, 2024.9, and 2025.4, it shows a high rebound strength, and the rebound interval returns generally exceed those of comparable indices [36]. 3.3 BOC GEM 50 Index (026770/026771) - It is an over - the - counter passive index product of BOC Fund, starting to be raised on February 24, 2026, with a raising period from February 24 to March 13, 2026. The current fund managers are Ms. Li Nian and Mr. Yao Jin. The fund closely tracks the underlying index, aiming to minimize the tracking deviation and tracking error, with a management fee rate of 0.50% and a custody fee rate of 0.10% [39]. 3.4 Fund Manager and Fund Manager Information - **Fund Manager Introduction**: BOC Fund is a Sino - foreign joint - venture fund management company jointly established by the Bank of China and BlackRock. It currently manages 14 passive index products, with a total scale of 1.0043 billion yuan [41]. - **Fund Manager Introduction**: Ms. Li Nian has 9 years of securities experience, with a total scale of 299 million yuan in managed products. Mr. Yao Jin has 12 years of securities experience, with a total scale of 278 million yuan in managed products [43][44].