报道指出，当前，东欧地区电商与物流行业正处于高速发展的活跃期，仓储自动化需求持续攀升。在此 背景下，极智嘉-W积极布局东欧市场，已在波兰建立东欧办公室和团队，依托成熟的技术方案以及对 本地需求的深刻洞察，接连落地多个智能仓项目，并收获了来自时尚零售、电商、物流等客户的广泛认 可。 智通财经APP获悉，极智嘉-W(02590)涨超4%，截至发稿，涨4.38%，报25.32港元，成交额2090.69万港 元。 消息面上，据星海情报局报道，近期，极智嘉-W再度中标东欧知名时尚零售集团2亿元订单，公司2025 年东欧地区总订单额已近5亿元。这标志着东欧市场已成为公司海外业务新增长点，也印证了公司全球 化布局成效卓越、商业化模式成熟且可跨地域复制。 ...

来源：科技日报 科技日报记者 王禹涵 苏州德加能源科技有限公司日前宣布，其电池系列产品售价上调15%，理由是"受锂电池原材料价格大 幅上涨的影响"。 这并非孤例。2025年末，一场由锂电池核心原材料价格飙升引发的连锁反应，正从产业链上游向下游蔓 延，在电池行业激起千层浪。作为锂电池的重要原材料，六氟磷酸锂价格从2025年7月的每吨4.93万元 飙升至近日的每吨17万元左右，市场一度呈现"一天一价"的态势。与此同时，宁德时代新能源科技股份 有限公司（以下简称"宁德时代"）、惠州亿纬锂能股份有限公司等头部锂电池企业集体按下扩产"加速 键"。 原材料涨价与锂电池扩产并行，这看似矛盾的现象背后，实则蕴含着我国锂电池产业转型的深层逻辑 ——从"规模扩张"转向"质量突围"。 供需错配导致价格上涨 "涨得太快了，猝不及防。"多位锂电池产业链中下游从业者向科技日报记者坦言，六氟磷酸锂等核心原 材料价格的飙升，让整个行业措手不及。 中关村新型电池技术创新联盟理事长、电池百人会理事长于清教分析说，原材料涨价的根源，在于储能 与新能源汽车两大领域持续超预期的需求，特别是海外储能市场出现的"爆单"现象，加剧了这一趋势。 市场数据印证 ...

据介绍，项目采用"工业上楼"的集约化设计，容积率达3.4，项目设计巧妙地向空中与地下拓展，在天 台和地下层规划了500余个车位。员工停车后可乘电梯直达工位和产线上，地面一层则专供货运，形成 人车分流体系，实现更高效的动线设计。厂房内配备了载重达12吨的非标定制大型货梯，结合连廊构成 的水平通道，共同构建起顺畅的内部物流系统，有效解决了"工业上楼"时面临的痛点。 目前，公司产品线已从环境模拟试验设备，拓展为包含热管理测试设备、半导体测试设备等多领域解决 方案，产品种类更为丰富。其中，新研发的半导体存储芯片老化测试装备，在均匀度和控制精度方面实 现了突破，打破国外垄断和"卡脖子"的技术瓶颈。2025年，该公司产值近6亿元，同比增长约40%。新 总部投产后，拓米洛已瞄准更高目标——2026年产值目标冲刺8亿元。 本报讯(徐衡)1月1日，位于昆山陆家镇的江苏拓米洛高端装备股份有限公司新总部投产。作为昆山首 宗"数据得地"企业，该项目自2024年6月奠基至投产仅用时约一年半，跑出项目建设"加速度"。 走进拓米洛总部，放眼望去，宽敞气派的大堂，清晰流畅的厂区道路设计，产线上、工位上，一派乔迁 新址后的繁忙景象。作为国家级 ...

2026年开年，A股公司"南下"热潮持续涌动，多家公司向H股发起冲刺。 ◎记者 孔令仪 2026年开年这一波冲刺H股的A股公司，大多为科技企业。例如：聚辰股份是一家全球化的芯片设计高 新技术企业；景旺电子是全球领先的印制电路板及高端电子材料企业；鹏辉能源以科技创新驱动发展， 聚焦于电池产品及储能系统领域；德赛西威则是国际领先的移动出行科技公司之一，致力于实现智慧出 行的全球共享。 生物医药行业A股公司赴港上市意愿也颇为强烈。益方生物聚焦于肿瘤、自身免疫性疾病及代谢类疾病 等重大疾病领域，所有产品均为自主研发。资料显示，公司已成功推动两款创新药获批上市，并有三个 候选药物处于临床试验阶段。 据上海证券报记者初步梳理，2026年1月1日至1月8日，已有聚辰股份、鹏辉能源、正泰电器、德赛西 威、兴业银锡、华盛锂电等6家A股公司发布了筹划H股上市公告；景旺电子、益方生物、亿纬锂能、天 下秀等4家A股公司已向港交所递交招股书；先导智能申请发行H股并在港交所主板挂牌上市获得证监会 备案。 此外，道通科技于1月2日在港交所发布公告，新增海通国际证券为公司委任的整体协调人，澜起科技于 1月5日在港交所披露聆讯后资料集，距离" ...

"大材料、大市场、大变局" 之下， DT新材料 将于 2026年3月19-20日 在 广州 举办"2026先进尼龙产业创新与应用开发大会"，聚焦 尼 的难点和 策略，特设 小鹏汽车参观交流、材料创新解决方案征集&免费展示 等特色活动，重点拓展 具身机器人、低空飞行器、新能源汽车等新兴产业 的应用落 地路径。大会将汇聚产业链上下游国内外领军企业、权威专家与核心终端用户，共探产业高质量发展之道。 大 会 信 息 会议规模：300人 主办单位： 宁波德泰中研信息科技有限公司（DT新材料） 全球尼龙市场规模即将突破470亿美元的当下，尼龙这一革命性材料历经近百年迭代演进， 新能源汽车、电子电气、低空经济、具身机器人、智能终 端、医疗器材 等应用边界不断突破， 高性能、功能性和可持续的尼龙聚合物和改性新品 层出不穷，产业生命力历久弥新。与此同时，能源体系重构、 贸易环境调整、节能减碳目标正共同推动尼龙产业进入结构调整的关键期，产业既面临着 技术迭代、成本优化、市场开拓的多重挑战，更迎来了国产 替代、应用升级、全球化布局的战略机遇 。 支持单位： 小鹏汽车 （持续确认中）…… 合作媒体： DT新材料、生物基能源与材料、高 ...

Summary of Tire Industry Conference Call Industry Overview - The tire industry is experiencing significant growth opportunities, particularly for domestic brands in the global market. Current market share for domestic brands in major markets like Europe and North America is around 15%, with substantial room for growth as they aim to replace foreign brands in the lower-tier segments [1][3][11]. Key Insights - **Market Share Growth**: Domestic tire brands are expected to increase their market share significantly by 2026, particularly in high-end segments, where they aim to capture over 50% of the market [2][3]. - **Global Expansion**: Leading domestic tire companies are accelerating their global expansion strategies, establishing production capacities in regions outside Southeast Asia to mitigate trade risks and enhance performance certainty [1][6][20]. - **Profitability**: Domestic tire companies exhibit strong profitability, with net profit margins around 10% and ROE exceeding 20%. Non-road tire products have gross margins as high as 40%-50% [1][23]. Market Dynamics - **Trade Policies**: Changes in trade policies in Europe and the U.S. are creating both challenges and opportunities for domestic tire manufacturers. The ability to adapt to these changes is crucial for maintaining competitiveness [6][17]. - **Cost Pressures**: Global automotive manufacturers are under significant cost-cutting pressures, which may benefit domestic tire companies due to their competitive pricing and cost structure [15][18]. Future Projections - **Valuation Potential**: The tire sector is currently valued at approximately 10 times earnings, with potential to rise to 15-20 times as growth prospects improve and trade disruptions lessen [24][25]. - **High-End Market Penetration**: By 2027, domestic brands are projected to achieve over 60% market share in the domestic semi-steel tire segment, driven by advancements in high-end model supply [21]. Company-Specific Insights - **ZC Rubber**: Anticipated to significantly increase production capacity by 2026, with a focus on high-end model supply [26]. - **Sailun**: Maintains a strong overseas presence, with plans to expand production in Indonesia and Mexico, while enhancing its high-end model offerings [27]. - **Sime Darby**: Focused on semi-steel tire production, with plans to enhance profitability through new capacity in Morocco [28]. - **Linglong Tire**: Aims to shift focus from low-end to high-end models to improve profitability [29]. - **Princeton**: Currently undervalued but expected to see valuation improvements with new production coming online in Malaysia [30]. Conclusion - The tire industry is poised for significant growth, driven by domestic brands' increasing market share, global expansion strategies, and strong profitability metrics. The evolving trade landscape and cost pressures on global manufacturers present both challenges and opportunities for domestic players. The overall outlook for the industry remains positive, with substantial potential for valuation increases in the coming years.

专题：2026年度国际消费电子展(CES) 专题：2026年度国际消费电子展(CES) 新浪财经讯 2026年1月7日，联想集团董事长兼 CEO 杨元庆在媒体见面会期间表示，作为一家高度全球 化的企业，联想在管理体系和人才结构上坚持多元化策略，在不同市场充分利用本地人才，持续推 进"全球化布局、本地化运营"的发展模式，并已形成较为成熟的体系。 联想方面指出，公司通过整合全球资源，实现本地交付。制造能力主要依托中国，研发技术布局在美 国，工程化能力则来自日本等市场，并在全球多地建立"最后一公里"交付中心，以确保为客户提供快 速、高质量的产品与服务。 在品牌建设方面，联想通过国际顶级赛事强化全球形象与技术认知。公司以 F1 赛车等赛事为重要载 体，一年 24 场比赛覆盖全球主要市场，同时借助世界杯等国际体育赛事提升品牌影响力，进一步巩固 其全球化科技企业形象。 责任编辑：丁文武 新浪财经讯 2026年1月7日，联想集团董事长兼 CEO 杨元庆在媒体见面会期间表示，作为一家高度全球 化的企业，联想在管理体系和人才结构上坚持多元化策略，在不同市场充分利用本地人才，持续推 进"全球化布局、本地化运营"的发展模式，并已形 ...

Core Viewpoint - The trend of A+H listings is expected to continue in 2026, with multiple A-share companies planning to issue H-shares and list on the Hong Kong Stock Exchange, indicating a significant increase in internationalization efforts among Chinese firms [1][2][3]. Group 1: Company Developments - Guangzhou Penghui Energy Technology Co., Ltd. and Huizhou Desay SV Automotive Electronics Co., Ltd. are among the A-share companies planning to issue H-shares to enhance their international presence and competitiveness [2][3]. - Desay SV aims to improve its brand influence and accelerate overseas business expansion through the issuance of H-shares [2]. - Penghui Energy's product matrix includes energy storage batteries, consumer batteries, and power batteries, with sales in over 50 countries, highlighting its global reach [3]. Group 2: Market Trends - In 2025, 19 A-share companies, including CATL and others, are expected to raise approximately HKD 139.99 billion through H-share listings, a 533% increase from 2024 [1]. - The A+H listing trend is driven by policy support and the increasing number of companies opting for this model, which enhances the interconnectivity between mainland and Hong Kong capital markets [4]. - The liquidity of the Hong Kong market is expected to improve significantly in 2025, attracting international funds and reducing valuation discount concerns for companies [4]. Group 3: Strategic Insights - The A+H model is seen as a long-term strategy that requires companies to align with international governance and disclosure standards, facilitating cross-border mergers and global equity incentives [5]. - The Hong Kong platform serves as a core for offshore financing, allowing companies to utilize raised funds for overseas expansion and technology acquisition [4]. - Companies are encouraged to adopt a long-term perspective, focusing on enhancing competitiveness through technology upgrades and market expansion rather than short-term speculative gains [5].

Core Insights - SAIC Motor Corporation's 2025 operational results show a total vehicle sales of 4.507 million units, a year-on-year increase of 12.3%, with retail sales reaching 4.67 million units, maintaining industry leadership in China [1][5] - The company's sales of self-owned brands exceeded 2.928 million units, marking a significant year-on-year growth of 21.6%, while new energy vehicle sales reached 1.643 million units, a record high with a growth rate of 33.1% [1][5] Group 1: Innovation and Technology - Innovation is identified as the core engine for industrial transformation and a fundamental strength for companies to navigate through cycles [6] - The shift in the Chinese automotive market from price competition to value competition emphasizes the importance of mastering core technologies for development [6] - SAIC's growth is attributed to its commitment to technological innovation and continuous investment, exemplified by the successful launch of the MG4 semi-solid state battery and the DMH 6.0 hybrid system [10] Group 2: Ecosystem Collaboration - Ecosystem collaboration is deemed essential for modern industrial development and a key pathway to activate innovation [11] - SAIC's strategy of "equal rights-driven advancement, co-creating a better travel experience" fosters a diverse collaborative industrial ecosystem, enhancing high-quality development [11] - Collaborations with companies like Huawei and OPPO have led to innovative products that enhance user experience and facilitate rapid application of cutting-edge technologies [13] Group 3: Global Expansion - Globalization is crucial for expanding development space and signifies the Chinese automotive industry's entry into the global market [18] - SAIC's overseas sales reached 1.071 million units in 2025, reflecting a year-on-year growth of 3.1%, with cumulative sales surpassing 6 million units [20] - The company's Glocal strategy aims to deepen international market penetration, transitioning from product export to value chain upgrades, showcasing the global competitiveness of Chinese automotive brands [20]

Core Viewpoint - Ruike Laser (300747) is committed to the fiber laser industry, focusing on "technology leadership + global layout" for development, and is expanding into various fields such as laser security, high-end manufacturing, laser medical applications, aerospace, laser tools, and frontier science, indicating a stable and positive trend in the overall laser industry [1] Group 1 - Ruike Laser is continuously deepening its engagement in the fiber laser industry [1] - The company is adopting a development strategy centered on technology leadership and global expansion [1] - The overall trend of the laser industry is showing stability and positive growth [1] Group 2 - Ruike Laser is expanding into multiple sectors including laser security and high-end manufacturing [1] - The company is also venturing into laser medical applications and aerospace [1] - The focus on frontier science indicates a commitment to innovation and advanced technology [1]