Group 1: Solar Thermal Power Development - The National Development and Reform Commission and the National Energy Administration aim to achieve a total installed capacity of approximately 15 million kilowatts for solar thermal power by 2030, with electricity costs comparable to coal power [2] - The initiative emphasizes the importance of advancing solar thermal power project construction and expanding new application scenarios to ensure large-scale development [2] Group 2: Electric Vehicle Charging Infrastructure - By 2026, China plans to install over 10,000 charging guns in highway service areas, with at least 25% being high-power chargers [2] - The initiative targets busy service areas during holidays and those with over 40% utilization of charging facilities [2] Group 3: Space and Rocket Technology - The Long March 12A rocket successfully completed its maiden flight, achieving its second-stage orbital goal, although the first-stage recovery did not meet expectations [3] - This rocket is China's second liquid oxygen-methane rocket to attempt recovery on its first flight, providing valuable data for future technology iterations [3] Group 4: Electric Grid Development - The successful operation of the 750 kV power transmission and transformation project in Hanzhong, Shaanxi, marks the first of its kind to cross the Qinling Mountains [4] - This project enhances the power transmission capacity of southern Shaanxi and facilitates the integration of clean energy sources like wind and solar [4] Group 5: Robotics and AI Technology - Yushu Technology has received a patent for a new method to improve the precision and reliability of robot control, which addresses limitations in current robotic models [5] - The patented method involves predicting the impact of robot actions on their environment, allowing for more accurate control commands [5] Group 6: Autonomous Driving and AI Integration - Beijing has issued the first L3-level autonomous driving vehicle license plates, marking a significant step towards mass production of autonomous vehicles in China [3] - The L3 autonomous driving feature is currently limited to specific highways in Beijing, indicating a controlled rollout of this technology [3] Group 7: Corporate Developments - Geely Auto has completed the privatization of Zeekr, acquiring all outstanding shares and delisting from the New York Stock Exchange [7] - This move positions Zeekr as a wholly-owned subsidiary of Geely, streamlining its operations [7] Group 8: Semiconductor Supply Chain Changes - Apple is increasing its procurement of DRAM from Samsung to approximately 60-70% for the iPhone 17, due to rising storage chip prices [13] - This shift indicates a significant change in the supply dynamics for Apple's iPhone storage components [13] Group 9: AI and Cloud Technology Investments - Google is set to acquire Intersect for $4.75 billion, aiming to support the energy demands of its AI development initiatives [14] - This acquisition reflects the ongoing trend of tech companies investing heavily in AI capabilities and infrastructure [14]

证券代码：000951 证券简称：中国重汽 | | 2、公司在新能源重卡领域的发展情况怎么样？ | | --- | --- | | | 我国新能源重卡市场得益于营运货车以旧换新补贴政策 | | | 的推动、市场需求的持续释放，以及电动重卡运营成本优势 | | | 的进一步凸显，目前仍保持快速增长的态势。根据第一商用 | | | 车网数据统计，2025 年 月国内新能源重卡共计销售 11 2.80 | | | 万辆，同比增长 178%。 | | | 在政策支持与技术创新的双重驱动下，新能源重卡行业 | | | 正持续处于快速成长期。公司新能源重卡销量的同比增长势 | | | 头强劲，其增速高于行业平均水平。未来，公司将继续聚焦 | | | 该领域，紧密跟随技术演进与市场趋势，持续推动业务实现 | | | 稳健发展。 | | | 3、公司产品今年的出口情况怎么样？主要分布区域有哪 | | | 些？ | | | 公司产品的出口主要通过重汽集团旗下的重汽国际公司 | | | 予以实现，该公司已连续二十一年保持行业第一。目前，公 | | | 司产品出口依然保持较好增长态势，市场份额继续位居行业 | | | 前列。出口区 ...

这几年，中国车企在泰国的市场份额已经翻了几番，从5%猛增到20%左右。尤其新能源市场，自主品 牌市占率超70%，意味着在泰国每卖出三辆电动车，就有两辆是中字牌。 泰国前副总理、泰中文化促进委员会主席披尼·扎禄颂巴在泰国国际汽车展上接受21世纪经济报道记者 采访时表示，中国的电动车发展非常快，技术先进、品质也很高，泰国民众最喜欢、使用最多的电动车 品牌就是中国的。 （文章来源：21世纪经济报道） ...

来源：上海有色网 金属市场： 截至日间收盘，内盘基本金属集体飘红，沪镍以高达4.68%的涨幅领涨，盘中最高冲至130880元/吨，刷 新2025年4月以来的新高；沪铜涨2.33%，盘中最高冲至96750元/吨，续刷其上市以来的历史新高。沪铅 涨1.53%，其余金属涨幅均在1%以内。氧化铝主连涨1.35%，铸造铝主连涨1.23%。 此外，碳酸锂主连涨5.89%，其盘中最高冲至127880元/吨，刷新2023年11月以来的新高。工业硅涨 1.43%，多晶硅跌1.3%。欧线集运跌1.63%报1795.8。 黑色系方面集体上涨，不锈钢涨1.4%，铁矿涨0.26%，双焦方面，焦煤涨0.62%，焦炭涨0.2%。其余金 属涨幅波动均不大。 外盘方面，截至15:04分，外盘基本金属集体上涨，伦锡涨1.23%，伦铜涨1.3%，伦铜盘中最高冲至 12282美元/吨，续刷其上市历来的历史新高。伦锌涨1.05%，其余金属涨幅均在1%以内。 贵金属方面，截至15:04分，COMEX黄金涨0.37%，盘中续刷其历史高位4555.4美元/盎司，COMEX白 银涨1.83%，其盘中最高冲至72.75美元/盎司，续刷其上市以来的历史新高。国内 ...

在科技浪潮奔涌、成长股反复经历 "高光"与"震荡"的2025年，投资者应该如何拨开迷雾、锚定真正的长期价值？ 12月21日，在2025雪球嘉年华上，雪球人气用户零城逆影和鹏华基金董事总经理、权益投资三部总经理闫思倩，围绕《科技与成长股的投资逻辑》 议题，系统梳理了从新能源到人形机器人的演进路径，深度剖析AI热潮下的真实产业进程。 01 产业研究是底层投资逻辑 零城逆影： 您从 2011年就开始研究新能源在 配置人形机器人板块后 的初期 行情压力很大， 您是如何 一直坚持到现在的？ 闫思倩： 我们十五年前就开始研究特斯拉、电动车和新能源。在过去的产业链研究中，研究一辆车就要把整车拆解开。而拆解一辆车，重点要看三 电系统：对电池的研究涉及锂电池的正极负极、隔膜、电解液，一直到锂矿，因此研究范围覆盖有色、化工，甚至需要物理化工知识。 随后的汽车零部件，包括智驾系统、汽车电子等。十五年前，锂电池主要应用于宁德时代的前身 ATL，为苹果提供手机和笔记本电脑的电池，因此 果链和汽车产业链也就都进入到我们的研究范围内。 到了 2019年，互联网科技巨头纷纷入局造车，我本身学计算机的，就开始研究互联网科技巨头和电子架构，在这 ...

每经AI快讯，"A股绿色报告"项目监控到的数据显示，金龙羽（SZ002882）间接控股子公司金龙羽新能源（惠东）有限公司新能源 固态电池材料项目环评审批获同意。该项目总投资额达12.01亿元。该审批信息于2025年12月11日被相关监管机构披露。 | 市值(亿元) | 时间 | 2023Y | 2024Y | 2025前三 | | --- | --- | --- | --- | --- | | 127.92 | | | | 季度 | | | 营业收入 | 39.32 | 36.75 | 37.33 | | 机构持股(占流通盘) | (亿元) | | | | | 0家 | 归母净利润 | 1.63 | 1.40 | 1.05 | | 北向资金持股比例 | (亿元) | | | | | 1.64% | 净资产收益率 | 7.95 | 6.62 | 4.94 | | (12月23日) | (%) | | | | | 大股东质押率 | 毛利率 | 13.22 | 12.62 | 10.74 | | | (%) | | | | | 38.89% | 每股收益 | | | | | 最新监管情况 | (元) | | | | ...

Group 1 - The company, Xilong Science, primarily engages in the research, production, and sales of chemical reagents, as well as the production and sales of raw pharmaceuticals and food additives [2] - The company is also involved in the trade of certain chemical raw materials [2] - The main application areas for the company's products include semiconductors, new materials, biomedicine, petrochemicals, and new energy industries [2]

Domestic News - The Ministry of Transport aims to accelerate the development of smart logistics, low-carbon economy, and digital transportation industries, focusing on integrating AI and new technologies into transportation systems [7] - The State-owned Assets Supervision and Administration Commission emphasizes the need for state-owned enterprises to continue focusing on key areas such as new energy, new energy vehicles, and advanced materials, while promoting strategic mergers and acquisitions [8] - By 2026, over 10,000 charging stations will be built in highway service areas across China, with at least 25% being high-power chargers [9] - Beijing has issued the first L3-level autonomous driving vehicle license plates, marking a significant milestone in the country's autonomous vehicle development [10] - SAIC-GM-Wuling and Tsinghua University have established a joint research center for automotive AI, focusing on smart driving technologies [11] - CATL has launched the longest battery swap route in China, covering 1,250 kilometers, enhancing the electric vehicle infrastructure [12] - Shenzhou Car Rental has initiated autonomous driving tourism tests in Hainan, creating the world's first L4-level autonomous driving tourist route [13] - The Yuanrong Qixing VLA model has been mass-produced, representing a significant advancement in automotive technology [14] International News - In November, European car sales increased by 2.4% year-on-year, reaching 1.08 million units [16] - Tesla has signed a contract with Matrix Renewables for a 1GWh Megapack energy storage project in Scotland [17] - Tata Motors plans to launch five new electric vehicle models in India by March 2030, aiming to capture a 50% market share in the electric vehicle sector [18] - Samsung SDI is collaborating with KG Mobility to develop advanced battery pack technology for electric vehicles [19] Commercial Vehicles - Foton's Pro Series low-entry trucks have been unveiled, focusing on high efficiency and user-friendly design for urban sanitation [20] - Jiefang Qingqi has launched its high-cold testing for 2025-2026, with over 30 vehicles participating in the tests, marking a significant scale for the company [21] - The Jianghuai 1 Card Kunpeng ET9 has been launched in South China, achieving a remarkable range of 3.7 kilometers per kilowatt-hour under highway conditions [22] - Jiangqi Group has officially launched its light and heavy truck products in the Brazilian market, marking a key milestone in its South American strategy [23]

证券代码： 002540 证券简称：亚太科技 债券代码： 127082 债券简称：亚科转债 江苏亚太轻合金科技股份有限公司投资者关系活动记录表 编号：2025-投 008 在热管理系统领域，公司产品主要包含：汽车座舱系统热管 理铝材，如空调液冷管、复合管、无缝管、微通道管及流量控制 阀材料、膨胀阀、储液罐、热泵材料等；汽车动力系统热管理铝 材，如冷凝器液冷管、圆柱电池液冷管、方形电池口琴管、流量 控制阀、膨胀阀、连接件材料等，致力于满足汽车各类型热管理 系统尤其是液冷系统对高散热效率、低渗漏、高耐压、高密封、 长寿命、轻量化材料的要求。凭借在热管理领域材料开发及应用 方面的深厚沉淀，除汽车热管理外，公司还持续助力家用商用空 调、储能温控、数据中心等工业热管理领域对更高散热性能、更 小型轻量化、更优成本结构的升级迭代需求。 四、在航空航天领域，公司产品主要包括哪些？ 答： 公司航空航天领域产品主要为飞机液压、制动、密封、热交 换、舱门、座椅等系统用高强度铝合金材。航空航天是公司近年 积极部署和拓展的重要领域，通过航空质量管理体系规范建设、 国家行业标准制定参与、新型材料产品开发等工作的持续进行， 公司已获得中国 ...

天眼查显示，近日，弘安能源科技（江西）有限公司成立，法定代表人为敖宇，注册资本50000万人民 币，由弘俞能源科技（上海）有限公司全资持股。 序号股东名称持股比例1弘俞能源科技（上海）有限公司100% 经营范围含许可项目：互联网信息服务，建设工程施工，输电、供电、受电电力设施的安装、维修和试 验，发电业务、输电业务、供（配）电业务，道路货物运输（网络货运），道路货物运输（不含危险货 物）（依法须经批准的项目，经相关部门批准后在许可有效期内方可开展经营活动，具体经营项目和许 可期限以相关部门批准文件或许可证件为准）技术服务、技术开发、技术咨询、技术交流、技术转让、 技术推广，信息技术咨询服务，储能技术服务，工程和技术研究和试验发展，信息系统集成服务，工程 管理服务，电池销售，电池制造，电池零配件销售，电池零配件生产，光伏设备及元器件销售，新能源 汽车换电设施销售，电动汽车充电基础设施运营，输配电及控制设备制造，集中式快速充电站，配电开 关控制设备制造，智能输配电及控制设备销售，计算机系统服务，网络技术服务，数字技术服务，合同 能源管理，资源循环利用服务技术咨询，光伏发电设备租赁，光伏设备及元器件制造，新能源原动 ...