Group 1 - The company focuses on reliability and performance testing services for storage-related products and has business collaborations with several enterprises in the storage sector, although specific details are confidential [2] - The company possesses mature service capabilities in the storage testing field, aligning its technical standards with industry norms, and holds authoritative qualifications such as CNAS and CMA, ensuring the credibility of its testing reports [2] - In the commercial aerospace testing sector, the company specializes in verifying the performance of aerospace materials and the reliability of core components, providing testing services to certain private aerospace companies and related supply chain vendors, with client information kept confidential due to non-disclosure agreements [2] Group 2 - The company is committed to exploring opportunities for resource integration within the industry and aims to diversify its development paths [2] - The company plans to extend its service boundaries in the aerospace field, aiming to build a comprehensive and integrated testing and certification service system for aviation and aerospace [2] - The progress of the company's related business is influenced by multiple factors, including industry policies, market demand, and technological iterations [2]

本报讯 （记者昌校宇） （编辑 张明富） 电力ETF景顺以中证全指电力公用事业指数为跟踪标的。该指数从中证全指中选取电力公用事业行业股票，当前成份股57 只，全面覆盖火电、水电、风电、核电等多种类型，既能把握电力系统多样化投资机会，也有助于分散单一电力品种的价格波 动风险等。该指数前十大权重股均为各电力细分领域龙头，合计权重52.07%，行业代表性较强，有利于通过龙头效应提升指数 的稳定性。 此外，作为公用事业板块，电力行业受经济周期变化的影响相对较小，长期以来呈现盈利稳健、估值较低的红利特征。 Wind资讯数据显示，截至2025年12月31日，中证全指电力公用事业指数的股息率为2.57%，高于代表A股整体表现的中证全指 （1.96%），具备较好的长期配置价值。同时，过去5年，在完整市场周期中，该指数累计上涨30.30%，表现相对稳健。 2025年以来，AI技术的持续突破带动算力爆发式增长，数据中心等AI基础设施快速扩张，推动电力需求显著提升，电力已 成为数字经济时代的关键生产要素。同时，国内政策对可再生能源的大力支持，有望持续提升电力在终端能源消费中的占比。 在此背景下，景顺长城基金旗下的电力ETF景顺应势 ...

2025年以来，随着AI技术的持续突破，算力爆发式增长推动数据中心等AI基础设施快速扩张，对电力 的需求水涨船高，使其成为数字经济时代的核心生产要素；同时，伴随国内政策对电力等可再生能源的 支持，其在终端能源消费中的占比或将持续提升。在此背景下，电力ETF景顺（代码：159158）的发 行，可谓恰逢其时，该基金紧密跟踪中证全指电力公用事业指数，广泛覆盖多种电力行业，为投资者提 供布局电力的便捷工具。 需求爆发+政策支持，双轮驱动 "算力的尽头是电力"并非短期炒作，而是基于AI算力持续扩张对电力消耗提出巨大需求的长期趋势。一 方面，随着AI大模型不断更新迭代，训练功耗也在持续增加，例如GPT-4.5进行一次训练所消耗的电量 大约是110亿千瓦时，相当于100万个美国家庭一整年的用电量；另一方面，数据中心的扩张对电力的需 求也正快速增长，据IEA预测，到2030年，全球数据中心用电量将增至约945TWh，较2024年 （415TWh）增长一倍以上，期间复合增速约15%。（数据来源：信达证券、天风证券等机构） 然而面对电力需求的增长，海外的电力供应却受限于设备老化、能源转型和制造业回流抢电等因素，以 美国为例，20 ...

Core Insights - The CES 2023 showcased significant technological innovations, particularly highlighting the strong presence of Guangdong companies, which accounted for a substantial portion of the exhibitors [1][10] - The event emphasized the transition of robotics and AI technologies from experimental stages to practical applications, with Guangdong firms leading this shift [3][4][14] Group 1: Guangdong's Presence at CES - A total of 3,302 companies participated in CES 2023, with 837 from mainland China, 127 from Taiwan, and 98 from Hong Kong; Guangdong alone had over 530 exhibitors, including 370 from Shenzhen, representing 44.2% of mainland China's participation [1] - Guangdong companies showcased a range of innovative products, including smart robots, 3D printing technologies, and AI-integrated devices, reflecting their growing influence in global tech innovation [1][10] Group 2: Robotics and AI Innovations - The event featured significant advancements in embodied intelligent robots, with companies like SUTENG showcasing a delivery robot capable of performing complex tasks autonomously, highlighting the practical applications of AI in logistics and service sectors [3][4] - The robotics industry is moving towards large-scale validation, with companies focusing on real-world productivity rather than just technological demonstrations, indicating a maturation of the sector [4][5] Group 3: Energy Technology and Smart Solutions - Energy technology firms presented solutions for smart and decentralized living, with products like the Explorer 1500 Ultra and Jackery Solar Gazebo, which integrate energy independence into household infrastructure [5][6] - The emergence of intelligent charging networks for autonomous vehicles was also highlighted, showcasing the integration of AI in future transportation solutions [6] Group 4: Globalization and Market Strategy - Guangdong companies are increasingly adopting comprehensive globalization strategies, moving beyond simple product exports to include technology, brand, and ecosystem development [7][10] - Companies like TCL and EcoFlow are focusing on localizing operations and building service ecosystems in international markets to enhance brand recognition and customer engagement [8][9] Group 5: Supply Chain and Innovation - The robust supply chain ecosystem in Guangdong is a critical factor in the rapid iteration and commercialization of innovative products, enabling companies to achieve significant technological breakthroughs [13][14] - The emphasis on R&D investment and the efficiency of the supply chain have strengthened the competitive position of Guangdong firms in the global market [13]

Core Viewpoint - JinkoSolar has announced a strategic partnership with Jingtai Technology to establish a joint venture focused on the research and development of AI-based high-throughput perovskite tandem solar cells, marking a significant collaboration in next-generation photovoltaic technology [1] Group 1: Strategic Partnership - JinkoSolar and Jingtai Technology will collaborate to advance the development of perovskite tandem solar cells using AI technology [1] - The partnership aims to reshape the photovoltaic research paradigm through "AI + robotics," accelerating the development and commercialization of disruptive technologies [1] Group 2: Financial Developments - JinkoSolar plans to issue zero-coupon convertible bonds worth 28.66 billion HKD, maturing in 2027, with an initial conversion price of 13.85 HKD per share, representing a 20% premium over the closing price of 11.54 HKD on January 7 [1] - The proceeds from the bond issuance will be used to enhance the company's domestic and international R&D capabilities, improve commercialization efforts, expand business development and marketing teams, and build facilities to increase delivery and R&D capabilities [1]

智通财经APP获悉，晶泰控股(02228)午后涨超7%，截至发稿，涨7.14%，报12.16港元，成交额8.13亿港 元。 消息面上，晶科能源近日宣布，与晶泰科技签署战略合作协议，双方将共同成立合资公司，推进基于 AI技术的高通量钙钛矿叠层太阳能电池合作研发。此举标志着两家正式开启在钙钛矿叠层等下一代光 伏技术领域的深度协同，旨在通过"AI+机器人"重塑光伏研发范式，加速颠覆性技术的研发与产业化进 程。 此外，晶泰控股公布，建议发行28.66亿元于2027年到期的零息可转换债券，初始转换价为每股13.85港 元，较1月7日收市价11.54港元溢价约20%，可悉数转换为2.07亿股，占扩大后股本约4.59%。所得款项 拟用于提升公司国内及国际研发能力以及一站式解决方案提供能力；提升国内及国际商业化能力，并扩 大业务发展及营销团队；透过兴建厂房扩大国内及国际交付及研发能力；营运资金和一般公司用途。 ...

撰文丨王聪 编辑丨王多鱼 排版丨水成文 尽管药物研发领域取得了诸多进展，但仍有约 90% 的可成药疾病靶点缺乏小分子药物。随着诸如 AlphaFold 等蛋白质结构预测技术的进步， 全基因组药物发现 已成为一个更可实现的目标。然而，目前使 用的 虚拟筛选 （ Virtual Screening ） 工具远不能满足这一需求。现有的方法 （无论是经典的分子对接还 是深度学习方法） ，仍存在着计算成本都太高、无法覆盖全基因组靶点等问题。 因此，研究人员希望能够开发出 一种有效的 全基因组虚拟筛选 方法，以快速识别人类基因组中每个可成 药靶点的小分子配体。 如今，这一局面正被打破。来自 清华大学 的研究团队推出了 AI 驱动的超高通量药物虚拟筛选平台—— DrugCLIP ， 首次实现 全基因组规模的虚拟筛选 ，将传统方法需数年的计算任务压缩至 24 小时内，效率 提升最高达 1000 万倍。 该研究于 2026 年 1 月 8 日，清华大学智能产业研究院 （ AIR ） 兰艳艳 教授 联合清华大学生命科学学 院学院 张伟 副教授、 闫创业 副教授及化学系 刘磊 教授 （ 贾寅君 、 高博文 、 谭佳 鑫 、 郑济青 ...

Core Insights - Xiaopeng Motors has officially launched the "Xiaopeng AI Technology Manufacturing Journey" project, opening its global headquarters and manufacturing bases in Guangzhou and Zhaoqing to the public for the first time [1][2] - The project includes practical automotive manufacturing courses aimed at middle and primary school students, promoting technology and innovation [1][2] Company Overview - Over 10,000 R&D personnel in AI, automotive, robotics, and flying car fields are based at Xiaopeng's global headquarters [1][2] - Key attractions at the headquarters include a flagship store for test-driving all vehicle models, the world's first flying car museum, and an AI travel experience center showcasing AI technology [1][2] Project Details - The "Smart Travel Project" trial operation began in November-December 2025, with 21,035 visitors received at the global headquarters and manufacturing bases [1][2] - This initiative is a non-profit project, with actual revenue directed towards project operations and management, aiming to establish a unique technology education landmark in Guangzhou [1][2]

Core Insights - The CES 2026 marks a pivotal shift in AI technology from conceptual showcases to practical applications in everyday scenarios, with Hisense leading the way in display technology and AI advancements [1] - Hisense's long-term investments in AI algorithms, hardware development, and scene adaptation have positioned the company to capitalize on the current breakthroughs in embodied intelligence [1][8] - Hisense's products create a dual adaptation system between technology and scenarios, indicating a strong alignment with national strategic directions and industry trends [1] Group 1: Display Technology Innovations - Hisense unveiled the world's first 116-inch next-generation RGB-Mini LED TV at CES 2026, establishing a new standard for immersive visual experiences [2] - The company has transitioned from being a technology follower to a rule-maker in the display industry, achieving over 90% market share in the high-end 85-inch TV segment during the 2025 Double 11 shopping festival [2][3] - Hisense's RGB technology, which includes self-developed RGB light-emitting chips and AI picture quality chips, has led to significant advantages in color accuracy, brightness, and energy efficiency [2][3] Group 2: AI and Smart Ecosystem Development - Hisense is not only focusing on hardware but is also deeply exploring software ecosystems and scene experiences, evolving televisions into indispensable companions that understand user intentions [4][5] - The company is leveraging its role as the official sponsor of the 2026 FIFA World Cup to launch customized products that integrate cutting-edge technology into fans' daily lives, enhancing the overall experience [5][6] - Hisense aims to create a comprehensive smart home ecosystem powered by AI, integrating various appliances and technologies to enhance user experience across different household scenarios [6] Group 3: Embodied Intelligence and Future Growth - Hisense is actively developing embodied intelligence, showcasing robots that serve as companions in homes and efficient employees in commercial settings, marking a significant step towards practical applications of AI [7][8] - The company’s experience in display technology and home appliances provides a solid foundation for the development of embodied intelligence, emphasizing both technological advancement and practical applicability [8] - Hisense's exploration in this field positions it as a key player in the smart home and smart city sectors, opening up new avenues for future growth [8][9]

Core Insights - The Chinese car rental industry is experiencing significant growth, with the market size expected to reach approximately 1.42 trillion yuan in 2024, maintaining an expansion trend driven by changes in consumer behavior and travel preferences [3][5][16] - The shift towards self-driving travel is becoming mainstream, with over 80% of the public choosing self-driving for holidays, indicating a transformation in rental car usage from a temporary solution to a regular travel option [5][12][16] - Policy support is evident, with the government encouraging car rental and sharing as part of green consumption initiatives, which is expected to enhance the industry's growth and sustainability [8][12][16] Industry Trends - The total number of small and micro passenger car rentals in China is around 4 million, indicating a rapid development phase, particularly in the short-term rental market, which is projected to grow at an annual rate of about 15% during the 14th Five-Year Plan period [1][3] - The integration of car rental into the complete travel chain is becoming common, with more families and business users opting for a combination of high-speed rail or flights followed by car rentals [5][12] - The younger generation, particularly those born after 2000, is increasingly incorporating car rentals into their holiday and social activities, driving demand for personalized and experiential services [5][12] Consumer Behavior - Consumers are shifting towards a "use rather than own" mentality, particularly among younger demographics, which is reshaping the rental market and pushing for service innovation [5][12] - The demand for seamless rental experiences is rising, with features like mobile booking, self-service pick-up and drop-off, and the ability to return vehicles in different locations becoming more prevalent [9][12] - The growth of demand for intercity rentals is pushing companies to enhance their national coordination capabilities, requiring stronger financial and operational management [12][15] Technological Advancements - The introduction of AI and digital solutions is becoming crucial for improving service quality and operational efficiency within the rental industry [13][15] - The rise of electric vehicles (EVs) is influencing rental experiences, with EVs being favored in short-distance scenarios, while traditional fuel vehicles remain popular for long-distance travel due to convenience [12][13] - The implementation of national standards for car rental services is expected to raise industry entry barriers and promote standardization, enhancing consumer trust and service quality [12][15] Future Outlook - The car rental industry is transitioning from a highly fragmented and price-sensitive market to a more mature stage that emphasizes scale, system capabilities, and service quality [16][17] - As the industry evolves, companies will need to balance efficiency, customer experience, and trust to remain competitive in a changing landscape [17] - The ongoing transformation in consumer habits and supportive policy environments suggests that car rentals may increasingly become a regular choice for daily travel rather than just a temporary solution [16][17]