本周科创板系列指数集体收涨，其中科创200指数上涨4.0%，科创成长指数、科创综指均上涨2.2%，科创100指数上涨 1.3%，科创50指数上涨1.2%。 2月27日，上海证券交易所与中证指数有限公司决定调整科创50指数样本，调入国盾量子、中科飞测、中科星图，调出君 实生物、萤石网络、天能股份，此次调整于2026年3月13日收市后生效。 | | 上证科创板 | 上证科创板 | 上证科创板 | 上证科创板 | 上证科创板 | | --- | --- | --- | --- | --- | --- | | | 50成份指数 | 100指数 | 200指数 | 综合指数 | 成长指数 | | 本周涨跌幅 | 1.2% | 1. 3% | 4. 0% | 2.2% | 2.2% | | 指数 滚动 市盘率 | 175. 6倍 | 192. 4倍 | 316. 7倍 | 220.9倍 | 163.2倍 | | 滚动市盘率 | 96.9% | 2023年8月 | 2024年8月 | 2025年1月 | 2022年11月 | | 分位 | | 7日发布 | 20日发布 | 20日发布 | 4日发布 | | 跟踪该指数 | ...

作为数字经济先行省，浙江春节用电中也是"科技感"十足。今年春节假期，浙江省信息传输、软件和信 息技术服务业日均用电量同比增长15.1%。其中，互联网数据服务业春节总用电量超6545.3万千瓦时， 增速达230.2%，占该行业比重达到24.4%。传统年味与科技暖意碰撞，全民AI浪潮带动算力中心始终高 负荷运行。春节期间，浙江省用电量排名前十的算力中心用电量达4763.12万千瓦时，日均用电量较去 年春节增长超53.8%。 受全球AI算力与数据中心建设需求带动，浙江省相关生产企业春节期间依旧灯火通明。作为国内少数 实现高速连接器及高速光电模组量产的企业，位于温州乐清的温州意华接插件股份有限公司核心产品海 内外订单不断，企业春节期间连续生产，车间机械臂高效运转，全力保障订单按期交付。 在衢州江山，以变压器制造为特色的国家级产业集群近150家企业开足马力赶制产品、交付订单。数据 显示，浙江省电气机械和器材制造业春节日均用电量同比增长36.52%。 一组组用电数据，记录下浙江企业争分夺秒、奋力奔跑的实干姿态，也展现出全省上下稳进提质、争先 创优的坚实底气。随着复工复产全面提速、新动能持续壮大，浙江正奋力向全年经济社会发 ...

Hangzhou, China--(Newsfile Corp. - February 26, 2026) - Recently, Geely RIDDARA officially launched the RD6 PHEV in Costa Rica, marking the brand's third model in the market following the RD6 and RD6 Econ. With three products now available locally, Geely RIDDARA has reinforced its leading position in Costa Rica's new energy pickup segment.The Costa Rica launch marks another step in Geely RIDDARA's accelerating expansion across Latin America, building a presence across multiple markets and usage scenarios. ...

2月20日，港股市场迎来一场由"清华系"点燃的AI狂欢。智谱（2513.HK）股价收涨42.72%，报725港 元，再创历史新高，市值一举突破3232亿港元。 就在一周前（2月12日），智谱正式推出新一代旗舰模型GLM-5。这款被定位为"系统架构师"的模型， 在编程开发场景中平均性能较上一代提升超过20%，真实编程体验逼近Claude Opus 4.5水平。更令人瞩 目的是，它在BrowseComp、MCP-Atlas和τ²-Bench三项Agent评测中均取得开源领域最优表现。 值得一提的是，清华大学本身也是这场资本盛宴的重要受益者。根据公开资料，清华大学持有智谱 6.91%股份，按今日市值计算，相当于持有约220亿港币的资产。 清华系多点开花：从AI到新能源、具身智能、AI芯片 智谱的狂飙并非孤例。清华团队的创业版图，正在多个新兴领域同步扩张： 故事远未结束 从清华实验室到港股"大模型第一股"，智谱用不到7年时间，完成了从学术探索到资本市场的跨越。 GLM-5的发布与股价的狂飙，只是这场长跑中的一个节点。 根据公开资料，GLM-5参数规模从355B扩展至744B，预训练数据量提升至28.5T。更大的基座意 ...

Core Viewpoint - The news highlights Yibin's transformation from a "liquor capital" to a hub for artificial intelligence (AI) and green energy, showcasing its advancements in technology and industry during the 2026 Spring Festival Gala [2][3][15]. Group 1: AI Industry Development - Yibin focuses on practical applications of AI rather than competing in core technologies like algorithms and chips, targeting embodied intelligent hardware, data collection, and standardized manufacturing in AI [3][12]. - The city has developed 44 industry-specific AI models, significantly improving efficiency in various sectors, including government and healthcare [12][21]. - Yibin's AI initiatives are supported by a robust talent pool from local universities and a favorable environment for data service companies, attracting over 100 AI enterprises with total investments exceeding 230 billion [22][23]. Group 2: Robotics and Intelligent Hardware - The Spring Festival Gala served as a showcase for Yibin's embodied intelligent hardware ecosystem, featuring robots like the "Panda" and "dog" produced by local companies [4][6]. - The Southwest Embodied Intelligence Training Center, established in collaboration with Beijing Galaxy General Robotics, aims to create a closed-loop capability for data collection, model training, and application [6][7]. - Yibin's manufacturing base for intelligent products is set to expand, with the first product launched recently, indicating a growing presence in the robotics market [9][20]. Group 3: Green Energy and Industrial Transformation - Yibin has successfully transitioned to a green energy hub, with significant investments in lithium batteries and solar energy, achieving a production capacity of 295 GWh for batteries and becoming a leader in the photovoltaic industry [14][15]. - The city’s green energy sector is projected to reach a scale of 1,250 billion, with a 37.5% year-on-year growth in battery production [15]. - Yibin's strategic focus on integrating AI with its existing strengths in green energy positions it uniquely in the competitive landscape [20][21]. Group 4: Economic Growth and Future Goals - Yibin's GDP is expected to surpass 4 trillion by 2024, driven by advancements in the green energy and AI sectors [23]. - The city aims to attract and cultivate large-scale data service companies and main players in embodied intelligence, targeting an output value of 100-150 billion within 3-5 years [23].

Financial Data and Key Metrics Changes - Fourth quarter sales were impacted by a quality event with the largest customer, but excluding this event, the company delivered strong financial results with 7% year-on-year organic growth [4][6] - Adjusted EBITDA was $57 million, or 22.5% of Value-Added Sales, down 7% year-over-year but up 170 basis points from a margin perspective [16] - Adjusted earnings per share for the year was $5.44, up 2% compared to the prior year [20] Business Line Data and Key Metrics Changes - Electronic materials experienced a 20% increase in sales, driven by growth in the semiconductor market, marking the strongest sales quarter in nearly three years [6][16] - Precision optics delivered a 26% increase in sales, marking the third consecutive quarter of top-line improvement [8][18] - Performance materials saw a 32% decrease in Value-Added Sales, primarily due to lower Precision Clad Strip sales [16] Market Data and Key Metrics Changes - The semiconductor business saw order rates up 14% year-on-year, excluding China, indicating strong demand [9][54] - The new energy market sales more than doubled year-on-year, reflecting the company's focus on accelerating energy needs [10] - Defense sales surpassed $100 million for the second consecutive year, with a 10% yearly growth since 2020 [10] Company Strategy and Development Direction - The company aims for approximately 15% earnings growth in 2026, supported by new business wins and market recovery [11] - Focus on operational improvements and disciplined cost management to achieve a midterm EBITDA margin target of 23% [12] - Continued investment in capacity expansion, particularly in beryllium, to support long-term growth in defense and energy markets [11][41] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence entering 2026, citing strong order rates and market dynamics [4][12] - The quality event with the Precision Clad Strip customer was addressed with enhanced quality control measures, ensuring future production meets customer expectations [5][30] - The company anticipates a slower start to 2026 due to normal seasonality and ramping production, but expects sequential earnings growth throughout the year [22][52] Other Important Information - The company completed the acquisition of Conasol's semiconductor manufacturing footprint in Korea, enhancing its position in the semiconductor market [10] - New business bookings reached nearly $140 million, the highest ever, with a $200 million pipeline of new business RFQs [10] Q&A Session Summary Question: Details on the Precision Clad Strip quality issues and customer expectations - Management explained the quality event was due to a control failure in production, which was addressed with a revised quality system and additional resources [28][30] Question: Electronic materials business performance and margin expectations - Management noted that while sequential sales increased, margin performance was affected by mixed factors and one-time items, but overall improvement is expected in 2026 [33][36] Question: Beryllium capacity and strategic mineral reserves - Management confirmed a $65 million investment from a defense prime to expand beryllium capacity, with additional capacity expected by 2028 [41][42] Question: First quarter earnings expectations and China sales stability - Management indicated a slower start to Q1 due to seasonality and ramping production, but expects a 10% increase in earnings compared to last year [52][54] Question: Working capital needs and inventory management - Management acknowledged that growth has led to increased working capital needs, particularly in inventory, but emphasized ongoing initiatives to manage it efficiently [76][79]

2025年碳酸锂市场盘点： 2025年电解液市场盘点： 2025年铜箔市场盘点： 2025年钴酸锂市场盘点： 2025年三元材料市场盘点： 2025年磷酸铁锂市场盘点： 2025年锰酸锂市场盘点： 2025年三元前驱体市场盘点： 2025年六氟磷酸锂市场盘点： 2025年磷酸铁市场盘点： 2025年添加剂VC市场盘点： 2025年钠离子电池市场盘点： 2025年新型锂盐LIFSI市场盘点： 2025年隔膜市场盘点： 2025年锂电池市场盘点： 2025年铝箔市场盘点： 2025年储能电池市场盘点： 2025年储能系统市场盘点： 2025年磷酸锰铁锂市场盘点： 2025年负极材料市场盘点： 天眼查工商信息显示， 时代长安（重庆）动力电池有限公司成立 ，法定代表人为朱云峰，注册资本10亿 元，经营范围含电池制造、电池销售、新兴能源技术研发、新材料技术研发、电子专用材料制造、电子专 用材料销售、工程和技术研究和试验发展等。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：企查查 ICC 鑫椤资讯年终盘点： | 企业名称 | 时代长安（重庆）动力电池有限公司 | ...

Group 1 - The core viewpoint is that Jiangsu Province is implementing a robust "old for new" policy in 2025, leading to double-digit growth in retail sales of certain green and smart products [1] - The overall retail sales of consumer goods in Jiangsu Province are projected to reach 46,394.2 billion yuan in 2025, with a year-on-year growth of 3.3% [1] - Key categories driving growth include new energy vehicles (21.2%), energy-efficient products (39.5%), smart home appliances (32.9%), and computers (34%), collectively contributing 3.4 percentage points to the overall retail sales growth [1] Group 2 - Online retail is experiencing rapid growth, with total online retail sales expected to reach 13,739.1 billion yuan in 2025, marking a year-on-year increase of 7.8% [2] - The online retail of physical goods is projected to be 11,317.7 billion yuan, growing by 5%, which is 1.7 percentage points higher than the overall retail sales growth [2] - The provincial statistics bureau emphasizes the need to enhance consumer policies, innovate consumption scenarios, and boost consumer willingness to further unleash demand potential [2]

AI芯片及功率器件热管理大会暨展览会 2026年6月10-12日 上海新国际博览中心 01 大会信息 人工智能大模型、新能源汽车、储能系统及具身智能等新兴产业加速落地，算力密度与功率密度的同步跃 升，正将热管理推向前所未有的工程高度。一方面， AI服务器与专用芯片持续突破单芯片与单机柜功耗 上限； 此外 功率器件在新能源汽车、电力电子与储能系统中的高频、高压、高集成化应用，使系统发热 集中度与热失控风险显著上升。 在此背景下 ，本届 " AI芯片及功率器件热管理大会暨展览会 " 将聚焦高热流密度场景下的热管理系统工 程问题，围绕 高性能 导热材料、封装基板、液冷技术等方向 ， 系统性探讨 材料层面 、模块级、系统级 的关键技术路径与工程实践。 同期 "FINE2026 AI芯片及功率器件热管理 展区 " 将汇聚上下游材料、设备、产业链资源，精准对接市场 需求，全力助推液冷产业的高质量发展。 扫码报名参展参会 主题 ： 中国未来产业崛起引领全球新材料创新 时间 ： 2026年6月10-12日（6月8-9日布展） 地点 ：上海新国际博览中心 N1-N5 规模： 50,000平 ,10W+观众 02 组织机构 主办 ...

Core Viewpoint - The company is progressing as planned in the construction of production capacity in the new energy materials sector, specifically in lithium iron phosphate production [1] Group 1: Production Capacity Developments - The De'a Industrial Park's 60,000 tons/year lithium iron phosphate facility has achieved mass production and sales [1] - The De'a project's 100,000 tons/year lithium iron phosphate facility has successfully completed trial operations and is now in production [1] - The Panzhihua project's 50,000 tons/year lithium iron phosphate facility has also achieved mass production and sales [1]