相关附件 2月24日，马年首个工作日，广东省委、省政府在广州召开全省高质量发展大会，广州市委书记冯忠华 在大会上发言。他说，今年是"十五五"开局之年，习近平总书记指导我们高站位、大格局编制"十五 五"规划，寄望我们体现走在前、作示范、挑大梁的责任担当，在新起点上增创新优势、实现新突破。 省委、省政府连续第四年召开全省高质量发展大会，黄坤明书记的讲话描绘了发展蓝图、明确了实践路 径，鼓舞人心、催人奋进，必将引领全省上下坚定信心、昂扬斗志，加速推进制造业与服务业协同发 展，持续增强高质量发展动力活力，在开局之年干出开局之势、关键之年干出关键之为，向着建设一个 现代化的新广东勇毅前行。 冯忠华表示，广州将深入学习贯彻习近平总书记对广东、广州系列重要讲话和重要指示精神，坚定扛起 总书记、党中央赋予的使命任务，认真落实省委、省政府部署要求，锚定"排头兵、领头羊、火车头"标 高追求，树立永争第一的雄心壮志、坚定厚积薄发的决心意志、勃发出新出彩的全新气象，全力以赴建 设具有国际竞争力的现代化产业体系，更好发挥经济大市挑大梁作用，为全省在推进中国式现代化建设 中走在前列作出更大贡献。坚持工商并举力促产业体系整体跃升，坚持传统 ...

Group 1: Report Industry Investment Rating - There is no information about the report industry investment rating in the provided content. Group 2: Core Viewpoints of the Report - The supply and demand of lithium carbonate are tight, and the price performance is relatively strong [1] - The trend intensity of lithium carbonate is 1, indicating a neutral view on the market [4] Group 3: Summary of Related Catalogs Fundamental Tracking - The report provides detailed data on the fundamentals of lithium carbonate, including contract prices, trading volumes, open interest, and spot prices for different contracts and related products [2] Macro and Industry News - Beijing Chunli New Energy Technology Co., Ltd. plans to move its solid-state battery products from small - batch testing production to large - scale market layout in 2026, targeting applications in robots, drones, and automobiles, with a revenue target of 100 million yuan [3] - The head of the Development and Planning Department of the National Energy Administration stated that energy technology innovation is in an active period, with major countries focusing on R & D of hydrogen energy, solid - state batteries, advanced nuclear power, and ocean energy, and artificial intelligence expected to drive systematic changes in energy production, transmission, and consumption [4]

市场分析指出，时隔一个多月，外资在同一价格区间再度出手，意味着并非短期投机行为，而是基于对 公司基本面和转型成效的深度研判后的战略性加仓。首程控股正加速从传统资产管理平台向"产业生态 构建者"转型，其在机器人及智能制造领域的布局已进入收获期，多个被投项目预计将于2026年陆续启 动上市流程，为公司带来持续的资产增值预期。 首程控股(0697.HK)于今日再度迎来外资机构的大规模建仓。据披露，此次交易以每股约2.08港元的价 格完成。值得注意的是，此次大宗交易定价与一月中旬的大宗交易定价保持一致，显示出国际资本对公 司价值的持续性认可。 更重要的是，在港股市场波动背景下，首程控股能够连续获得外资溢价增持，既是对其产业深耕能力的 肯定，也反映出国际资本对中国新质生产力相关赛道的高度关注。随着转型红利的持续释放，公司有望 迎来更多长期资本的青睐。 公司独特的"资本+场景+运营"三维模式已形成闭环生态，成长逻辑清晰且逐步兑现。此次外资的再度 入场，将进一步优化公司股权结构，增加国际机构投资者的占比，为公司的未来发展注入更多元的资源 与视角。国有资本的战略调整与外资的持续流入形成良性互动，共同推动公司价值提升。 ...

Group 1 - The total issuance scale of new funds in China has exceeded 209.4 billion yuan, with 227 new funds established as of February 24, 2026 [1] - 65 funds have raised over 1 billion yuan, with 15 funds exceeding 3 billion yuan, indicating strong market interest [1] - Insurance institutions are optimistic about the A-share market and plan to slightly increase their allocation to A-shares in 2026 [1] Group 2 - Over 93.2% of insurance asset management products have achieved positive returns this year, with nearly 20 products yielding over 10% [1] - The focus for insurance asset management institutions is expected to shift towards technology innovation and high-quality listed companies in key sectors [1] Group 3 - The private credit fund industry is facing warnings of potential defaults, with UBS predicting a default rate could reach 15% [2] - Concerns have been raised about the stability of private credit funds, particularly following redemption restrictions by Blue Owl Capital [2] Group 4 - The banking sector has seen a cold start to the year, with institutions expressing concerns over credit quality and lending trends [2] - Recent financial data indicates a rare year-on-year decline in credit issuance, raising questions about the banking sector's performance [2] Group 5 - The cancellation of export tax rebates for the photovoltaic industry is set to take effect on April 1, 2026, which may accelerate industry consolidation [3] - Companies are increasing production to maximize exports before the policy change, but there are concerns about demand in the second quarter [3] Group 6 - The global storage chip market is expected to see price increases starting in Q3 2025, driven by advancements in AI and computing power [4] - Chinese storage companies are making significant progress, positioning themselves as key players in the global market [4] Group 7 - HP reported a first-quarter revenue of $14.4 billion, a 6.9% increase year-on-year, with personal systems business revenue growing by 11% [6] - The company expects adjusted earnings per share for the fiscal year to be between $2.90 and $3.20 [6] Group 8 - Keep anticipates a narrowed loss of approximately 72 million yuan for the fiscal year ending December 31, 2025, compared to a larger loss in the previous year [6] - The company also expects to report an adjusted profit of around 25 million yuan for the same period [6] Group 9 - Huayi Technology has submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [7] - The application is subject to approval from regulatory bodies, indicating potential future growth opportunities [8] Group 10 - Kaipu Cloud has terminated its major asset restructuring plan to acquire a 70% stake in Nanning Taike Semiconductor due to market changes [9] - The company has committed to not planning any major asset restructuring for at least one month following the announcement [9] Group 11 - Hualian Holdings plans to acquire 100% of Argentum Lithium S.A. for approximately $175 million, pending shareholder approval [10] - The transaction is not classified as a related party or major asset restructuring, but it carries uncertainties regarding implementation [10] Group 12 - Supor reported a slight increase in revenue for 2025, but a 6.58% decline in net profit, attributed to decreased export orders and rising sales expenses [11] - The company is focusing on cost reduction and efficiency improvements to enhance profitability [11] Group 13 - Aidi Pharmaceutical reported a revenue increase of 72.49% for 2025, but still incurred a net loss of approximately 19.73 million yuan [12] - The increase in revenue is linked to higher sales of innovative HIV drugs and the consolidation of Nanda Pharmaceutical's operations [12] Group 14 - Weidong Nano reported a revenue decline of 2.52% for 2025, with a net profit decrease of 6.12%, influenced by reduced acceptance of photovoltaic equipment [13] - The company continues to invest heavily in R&D to maintain its competitive edge in new photovoltaic technologies [13] Group 15 - U.S. stock markets saw collective gains, with the Nasdaq rising by 1.04%, driven by rebounds in software and AI-related stocks [14] - The dollar index rebounded, while gold and silver prices experienced declines after recent highs [14]

Group 1 - Xiaomi has delivered 600,000 cars in 22 months since its launch in March 2024, showcasing its rapid production capabilities and the collaborative efforts within the Beijing-Tianjin-Hebei supply chain [1][6] - The company has partnered with over 50 supply chain enterprises in the Beijing-Tianjin-Hebei region, integrating more than 340 key component manufacturers from Tianjin and Hebei into its production system [1][6] - Xiaomi's founder, Lei Jun, emphasized the importance of the Beijing International Science and Technology Innovation Center as a major decision for national innovation, positioning the region as a global innovation engine [2][4] Group 2 - Xiaomi plans to invest 200 billion yuan over the next five years, focusing on core technologies such as chips, artificial intelligence, and operating systems [8][9] - The company aims to enhance its role in the innovation ecosystem by collaborating with research institutions and small enterprises in the Beijing-Tianjin-Hebei region [3][4] - Xiaomi is committed to integrating hardware and software to create a seamless ecosystem involving smartphones, cars, and smart home devices, enhancing user experience through deep technological integration [7][8] Group 3 - The company is actively pursuing advancements in robotics, with a clear technical roadmap and recent open-sourcing of its robotics research results [8][9] - Xiaomi's automotive division is expected to continue evolving, with plans for self-research in smart driving, automotive chips, and battery systems to achieve breakthroughs in core technologies [8][9] - The ongoing development of smart manufacturing is seen as a key driver for the company's growth and innovation, with a focus on high-quality transformation across the supply chain [6][9]

记者24日从生态环境部获悉：生态环境部与国家市场监督管理总局联合发布《环境空气质量标准》(GB 3095—2026)和《环境空气质量指数(AQI)技术规定》《环境空气质量评价技术规范》两项配套技术规 范。新修订的标准收严颗粒物及其主要前体物浓度限值，这意味着今后空气质量优良的"好天气"标准将 更加严格，以更好保障公众健康。 从健康效益看，标准实施将推动PM2.5浓度持续下降，有效降低人群健康风险，对易感人群的保护作用 更为突出。空气质量持续改善，将进一步提升公众"蓝天幸福感"。 从降碳效益看，本次标准修订能够有效带动清洁能源、新能源汽车等新质生产力的培育与发展，促进重 点行业先进工艺的推广使用;推动产业、能源、交通运输结构绿色低碳转型，促进经济社会高质量发 展。 执行新标准，将有何影响和效益? 这位负责人表示，从空气质量评价结果看，标准修订会导致达标城市比例等评价结果有所下降，但是这 种下降并不意味着空气质量变差，而是由于标准的限值加严、要求变高产生的。 生态环境部大气环境司有关负责人介绍，上一版标准于2012年发布，自实施以来对我国持续深入打好蓝 天保卫战、保障人民群众身体健康发挥了重要引领作用。 "本次修 ...

如何科学谋划空间资源，让作业更加智能协同？2025年下半年开始，计算机专业出身的班宏宇带着 团队，着手研发堆场智能控制系统，历经12次版本迭代，完成近23万箱的真机测试，并在今年1月正式 上线。 正在工作的调度员王嘉辉告诉记者："场桥搬运集装箱的整个过程全自动，但如何给场桥分配工 作，以前需要我们思考和决策，占据不少时间。现在全交给系统，节省了很多精力。" 渤海湾畔，水天相接。远处的"地中海瑞夫"轮停靠在泊位，岸桥从货轮上稳稳抓住集装箱，智能水 平运输机器人（ART）有序行驶。春节刚过，天津港第二集装箱码头岸桥轰鸣，巨轮远航、车辆穿梭， 一片忙碌景象。 "我们刚上线了堆场智能化系统，'数字员工'帮助实现场桥自主调度与协同作业。"在天津港第二集 装箱码头有限公司数字实验室见到公司信息部副经理班宏宇时，他和同事正在讨论新的优化方案。电脑 上，一排排算法程序正在试运行。 码头的船舶作业主要包括卸船、装船等，而堆场作业是其中的关键环节。第二集装箱码头公司堆场 可容纳五万多个集装箱，每航次提箱、集港作业，可能需要搬运上千个集装箱。 "有时是空箱，有时是重箱；有的暂时存在这里，有的需要送往国外港口。堆场需要对集装箱科学 ...

2021－2025，国民经济和社会发展第十四个五年规划期间，我国经济社会发展取得新的开创性进展、突 破性变革、历史性成就，中国答卷举世瞩目。 科技兴则民族兴 科技强则国家强 把我国建设成为科技强国 是近代以来中华民族孜孜以求的梦想 "十四五"期间 我国坚持创新在现代化建设全局中的 核心地位 把科技自立自强作为国家发展的 战略支撑 五年来 重大原创成果加速涌现 科技与产业深度融合 "天宫"巡天 "嫦娥"探月 航母福建舰入列 新质生产力蓬勃生长…… 向新而行 活力迸发 中国科技创新捷报频传 2021年11月19日，在北京故宫午门拍摄的中国空间站过境照片（轨迹为多张照片堆栈）。 大国重器是 科技创新的集中体现与硬核标志 国产大飞机"出海"…… 五年间 中国站上一个又一个 大国重器的创新制高点 这些闪耀的成就 成为东方大国自立自强 牢牢把握发展主动的鲜活注脚 画面。 2024年6月4日7时38分，嫦娥六号上升器携带月球样品自月球背面起飞，随后成功进入预定环月轨道。 嫦娥六号完成世界首次月球背面采样和起飞。这是当日在北京航天飞行控制中心屏幕上拍摄的嫦娥六号 取样回放画面。 2022年11月30日在酒泉卫星发射中心拍摄的 ...

记者 张骏 昨天是春节后首个工作日，市委书记陈吉宁结合"十五五"开局工作在松江区调研时指出，要深入学 习贯彻党的二十届四中全会和习近平总书记考察上海重要讲话精神，按照"十五五"规划确定的目标任 务，坚定发展的信心和决心，保持奋斗的勇气和作风，持续用劲、苦练内功，狠抓转型发展重点任务， 更好统筹经济社会协调发展，奋力开创高质量发展和现代化建设新局面。 松江区新能源电力装备产业集聚区聚焦绿色能源、智能电气、工业自动化、智能低碳、总部研发贸 易等板块，依托链主企业构建上下游配套产业链，着力打造国内领先的新能源电力装备产业基地。陈吉 宁来到正泰创新体验中心，听取正泰电气及上下游企业参与集聚区及产业生态建设情况介绍，了解企业 下一步发展布局及推进产学研合作等方面的计划打算，询问原创技术突破和所需支持事项，勉励企业持 续深耕主业，更好发挥链主企业作用，助力构建更具竞争力的产业生态，形成上下游产业相互衔接、各 展其长、同向发力的生动局面。 随后，市领导来到东华大学国家大学科技园概念验证成果转化中心，听取校地企合作、园区重塑工 作和先进纤维材料全国重点实验室松江科创基地建设情况介绍，察看最新研发成果及小试中试、产业化 落地进 ...

渤海湾畔，水天相接。远处的"地中海瑞夫"轮停靠在泊位，岸桥从货轮上稳稳抓住集装箱，智能水平运输机器人（ART）有序行驶。春节刚 过，天津港第二集装箱码头岸桥轰鸣，巨轮远航、车辆穿梭，一片忙碌景象。 "我们刚上线了堆场智能化系统，'数字员工'帮助实现场桥自主调度与协同作业。"在天津港第二集装箱码头有限公司数字实验室见到公司信 息部副经理班宏宇时，他和同事正在讨论新的优化方案。电脑上，一排排算法程序正在试运行。 天津港第二集装箱码头有限公司信息部副经理班宏宇（后）和同事正在研究新的优化方案。新华社记者杨文 摄 码头的船舶作业主要包括卸船、装船等，而堆场作业是其中的关键环节。第二集装箱码头公司堆场可容纳五万多个集装箱，每航次提箱、集 港作业，可能需要搬运上千个集装箱。 "有时是空箱，有时是重箱；有的暂时存在这里，有的需要送往国外港口。堆场需要对集装箱科学分类、排列，把箱子放到合适位置，实现运 输效率最大化。"班宏宇给记者打了个比喻：堆场就像坐飞机时经过的航站楼，旅客上下飞机，根据指引前往航站楼的不同区域。 天津港货物吞吐量常年位居世界港口前十。2025年，集装箱吞吐量超2400万标准箱，航线增至150条。吞吐量不断 ...