新华财经巴黎2月27日电（记者崔可欣）跨国汽车制造商斯泰兰蒂斯集团26日发布的财报显示，受美国 加征关税、调整电动汽车产业政策等因素拖累，企业2025年净亏损223亿欧元。 斯泰兰蒂斯集团表示，美国对贸易伙伴加征关税给企业带来严重财务负担。这家汽车制造商估算，2025 年美国加征关税给企业带来12亿欧元成本，2026年相关成本预计将升至16亿欧元。 另外，由于美国政府取消了针对电动车产业的大量补贴，不少欧美车企电动化转型"回撤"，在业务调整 和收缩中出现巨额资产减值。数据显示，斯泰兰蒂斯集团压缩电动车产能并重启部分汽油、柴油车型生 产，由此产生的成本超过250亿欧元。 斯泰兰蒂斯集团首席执行官安东尼奥·菲洛萨表示，受政策因素影响，企业今后将向顾客提供电动、混 动和传统内燃机等多种车型选择。 分析人士指出，受相关产业政策影响，欧美新能源转型面临严峻挑战，将给车企战略布局和盈利预期带 来负面影响。 （文章来源：新华社） ...

从增长阵营的共性来看，新能源转型成效显著、海外市场表现亮眼、自主品牌占比提升成为三大核心特 征，这也印证了车市向电动化、全球化转型的核心趋势。其中，广汽集团销售11.66万辆，长城汽车销 售9.03万辆。分别凭借细分市场优势和海外布局稳步增长，广汽新能源与节能车合计销量超6.8万辆，长 城汽车海外销量占比达44.6%。与五家增长车企形成鲜明对比的是，其余五家跻身前十的车企1月销量 均出现不同程度下滑，且各有下滑诱因，行业共性问题与企业个体问题并存。 具体而言，同比增长阵营中，上汽集团销售32.7万辆、同比大涨23.9%，自主品牌、新能源车、海外销 量同比分别增长39.6%、39.7%、51.7%；吉利汽车销售27.01万辆、同比微增1%，海外出口同比大涨 121%，极氪品牌销量翻倍；东风公司销售18.5万辆、同比增长29.5%，新能源车、自主品牌销量同比分 别激增112%、75%，全品牌实现增长。 2026年1月车市核心特征是头部集中度创新高，中汽协数据显示，当月国内汽车销量达234.6万辆，同比 下降3.2%，产量达245万辆，同比增长0.01%，产销平稳。前十位车企合计销量达196.2万辆，占比达 83. ...

综合来看，上游供应弹性不足与下游新兴领域的稳定增长形成共振，构成了当前锡市场短期供需错配、 支撑价格上行的核心逻辑。 今日走势预测 期货市场：美元走弱及科技需求回暖，隔夜伦锡收涨7.19%；最新收盘报53915美元/吨，比前一交易日 上涨3615美元，涨幅为7.19%，成交量为884手，持仓量21849万增加113；国内方面，夜盘沪期锡高位 运行，尾盘延续大幅收涨。主力合约沪锡2603收报423990元/吨，涨23130，涨幅报5.77%。 伦敦金属交易所（LME）2月25日伦锡库存量7680吨，较前一交易日库存量增加25吨。 长江锡业网讯：今日沪锡期货全线高开，主力月2603合约开盘报417820涨16960，9：10分沪锡主力2603 合约报418690涨17830；沪期锡开盘高开高走，盘面维持高位运行；宏观面，农历春节后，国内金属市 场迎来强势爆发，多个核心品种创下节后最大单日涨幅，其中稀土板块表现尤为突出，成为资源类资产 的主线亮点。此番普涨行情由多重驱动力共同塑造：宏观层面，美元小幅走弱降低了以美元计价的大宗 商品进口成本，同时美股波动促使部分资金转向商品市场寻求机会；产业层面，AI硬件化与新能源转 ...

证券简称:汉马科技 编号:临 2026-010 2026.02.24 吉利控股旗下汉马科技（SH600375，股价5.93元，市值95.06亿元）2月24日晚间公告，公司董事、吉利商用车集团的核心奠基人周建群因病逝世，享年61 岁。 汉马科技表示，周建群历任公司董事长、董事及董事会战略委员会委员等职务，长期致力于公司战略规划，勤勉务实、履职尽责，为公司确立了"纯电动 +甲醇电动"双技术路线，为公司的持续发展和壮大奠定了坚实基础，并对公司产品的新能源化转型做出了巨大贡献。公司及全体员工对周建群在任职期 间为公司发展所做出的贡献致以崇高敬意并表示衷心的感谢。 周建群逝世后，公司现任董事会成员由9名变成8名，未低于法定人数及《公司章程》规定的人数，公司相关工作正常运行。公司董事、高级管理人员及全 体员工将继续勤勉尽责，致力于公司的持续稳健发展。 本文字数：1244，阅读时长大约2分钟 证券代码:600375 汉马科技集团股份有限公司 关于公司董事逝世的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 汉马科技集团股份有限公 ...

2026年的第一个月，新品上市、大单交付、新的品牌战略等品牌传播要素次第登场；当然，年初送福利的传统也得到了保持。也正因如 此，1月的"轻卡第一影响力指数"总得分环同比均有所增长。 | 企业 | 传播事件 | 证题 | 主推车 મુ | 地点 | 点评 | | --- | --- | --- | --- | --- | --- | | | 江淮商用 | | | | 新发布的江淮1卡骏铃2026 款新品涵盖骏铃 A9、骏铃 V7 等车型,针对收割机使用场 | | | | | | | 款收割机产品及政策,2026 | | | | 新品 | 骏铃 A9、 | 班号 | | | 江淮1卡 | 车中原区 | 上市 | 陵铃 V7 | 后 | 景进行了动力系统、货箱结 | | | 用户大会 | | | | 构、车架承载等关键技术升 | | | | | | | 级,现场共斩获订单 327辆, 以更适配的产品实力赢得市 | | | | | | | 场青睐 | | | 多利卡王 者归来全 | | 多利卡 | | 本次活动提供"2800元的超 值购车豪礼","4000元的 | | | | 才购 | | 全国 | | | 东风轻卡 ...

Group 1 - Dongfeng Company sold 185,000 vehicles in January, a year-on-year increase of 29.5%, with 83,000 of those being new energy vehicles, up 112% [1] - The sales of self-owned brands reached 123,000 units, marking a 75% increase year-on-year [1] - The high-end luxury electric off-road brand, Warrior, sold 1,008 units in January, a growth of over 300% [1] Group 2 - Dongfeng Nissan delivered 45,984 vehicles in January, a year-on-year increase of 5.4%, maintaining a solid foundation in fuel vehicles [2] - Dongfeng Honda achieved terminal sales of 31,377 units in January, up 4.4% year-on-year and 1.8% month-on-month [2] - Dongfeng's export of vehicles reached 20,132 units in January, a year-on-year increase of 271%, with passenger car exports up 344% [2] Group 3 - Dongfeng's R&D investment intensity for self-owned brands is at 7.9%, focusing on key core technology control [2] - The Mahle hybrid engine's thermal efficiency has surpassed 48%, achieving the highest industry certification [2] - The domestic chip localization rate for self-owned brand vehicles has reached 67% [2]

Core Viewpoint - The lithium battery copper foil industry is crucial for lithium-ion battery performance, accounting for approximately 5%-10% of total battery costs, with a tightly linked supply chain in China that influences costs, supply, and demand [1][5][6]. Group 1: Industry Overview - Lithium battery copper foil is a core material for the negative electrode current collector in lithium-ion batteries, impacting energy density, cycle life, and safety [2][7]. - The global lithium-ion battery shipment volume is projected to reach 2,280.5 GWh by 2025, with expectations to exceed 3,016 GWh in 2026, driven by the growth of the electric vehicle market [1][6]. - China's lithium battery industry is leading globally, with a projected 2025 shipment volume of 1,888.6 GWh, accounting for 82.8% of global shipments [8]. Group 2: Market Dynamics - The copper foil industry is experiencing rapid growth, with domestic shipments expected to reach 940,000 tons in 2025, a year-on-year increase of over 36% [8][9]. - The market is shifting towards ultra-thin copper foil products, with 5μm and below gaining significant traction due to their advantages in energy density and cost savings [9][10]. Group 3: Competitive Landscape - The competitive landscape is becoming increasingly concentrated, with the top 10 companies expected to account for nearly 80% of shipments by 2025, reflecting a trend of resource consolidation towards leading firms [10][11]. - Key players in the industry include DeFu Technology, Longdian Huaxin, and Jiayuan Technology, which dominate the market due to their technological and production capabilities [10][11]. Group 4: Future Trends - The industry is expected to focus on three core directions: continued emphasis on ultra-thin products, deepening supply chain integration, and diversification strategies to enhance resilience against market fluctuations [10][12][13]. - Companies will increasingly pursue global expansion and product diversification to mitigate risks and tap into new profit growth areas [13].

Group 1 - Joseph Stiglitz argues that the U.S. fundamentally misjudged its economic strategy towards China, failing to anticipate China's emergence as a strong competitor [2] - The U.S. initially designed a framework based on tariffs and technology restrictions to maintain its dominance, overlooking China's deep accumulation in industrial layout and innovation [2] - Trade tensions initiated in 2018, with the U.S. imposing tariffs to reshape global supply chains, did not yield the expected results as Chinese companies adapted their market strategies [4] Group 2 - U.S. tariff measures have led to increased domestic inflation, forcing consumers to bear higher prices for goods [5] - Stiglitz highlights that the U.S. mistakenly assumed China's economy was heavily reliant on a single market, not recognizing China's ability to diversify risks through policy guidance and innovation [7] - In the semiconductor storage technology sector, Chinese companies have progressed from relative lagging to achieving comprehensive control over design and production by 2025 [9] Group 3 - By 2025, China's photovoltaic capacity is projected to account for 85% of the global market, with exports reaching $92 billion, enhancing its position in the global energy market [13] - The U.S. has been slow in transitioning to renewable energy, while China has been investing in solar and electric vehicle industries for over a decade [11] - The number of higher education students in China is expected to reach 240 million by 2026, surpassing the U.S. and contributing to a significant increase in research output [13] Group 4 - By 2025, China is expected to complete 93 space launches with a success rate of 96%, showcasing its strong capabilities in independent research and development [15] - China's shipbuilding industry is projected to account for 56% of global deadweight tonnage by 2025, demonstrating efficient management and investment in infrastructure [15] - The share of the Chinese yuan in cross-border payments is anticipated to rise to 53.9% by 2025, diminishing the dollar's dominance and enhancing China's global trade connections [18] Group 5 - By early 2026, China's export volume is expected to reach a new high, with increasing penetration into emerging markets, thereby maintaining economic growth and enhancing geopolitical influence [20] - Over 60% of U.S. companies still view China as a core part of their supply chain, indicating the failure of decoupling strategies [22] - If the U.S. continues to adhere to outdated frameworks, global economic fragmentation may worsen, while China is likely to continue playing a constructive role in a multipolar world [22]

业务进展情况 公司正积极转型新能源，如2025年11月获得26.25万千瓦风电项目核准并布局氢能领域。未来需跟踪项 目落地和业务贡献度。 业绩经营情况 赫美集团于2026年1月30日发布业绩预告，预计2025年全年归属于上市公司股东的净利润为2800万元至 4200万元，实现扭亏为盈，主要因补能业务规模化盈利、服饰业务亏损收窄及非经常性损益影响。正式 年度报告预计将在2026年一季度内披露，需关注最终财务数据确认。 公司状况 2025年12月，公司重整计划获通过，涉及资本公积金转增股本用于清偿债务和引进重整投资人。后续需 关注债务清偿、资金注入及业务整合的具体实施情况。 经济观察网 赫美集团（002356）近期披露2025年业绩预告实现扭亏为盈，同时公司重整计划获通过， 新能源业务亦有新进展。 股东人数情况 截至2026年1月31日，股东户数降至4.02万户，环比减少7.37%，反映筹码集中度提升。这可能影响市场 流动性及股价波动。 以上内容基于公开资料整理，不构成投资建议。 ...

春节归途，人们开着车，奔赴各地。一路向南，新京报贝壳财经记者采访北京、天津、河北、安徽、湖 北等地9个高速服务区，观察春节长途补能现状，也透视一方"驿站"的变迁。 在京沪高速出京第一站的北京马驹桥服务区，不仅能加油、充电，还配有北京首座高速加氢站。 在京津冀首个全绿色用能的王庆坨服务区，光伏发电实现全绿能零碳运营，华为600千瓦液冷超充桩、 理想超充桩、快充桩、移动补能车，缓解充电压力。 在全国首座综合能源补给站的沪渝高速湖北荆州东服务区，节假日高峰期会投入移动充电机器人，服务 区数字大屏上可实时显示加油、充电等排队情况。 同时，一些高速服务区跳出传统，告别千篇一律，补能、休闲、文旅，体验升级，不再只是自驾短暂歇 脚、加油补能的"过路点"。 服务区的升级与变迁，长途补能的多元化，既是交通基建提质的直观体现，更是新能源转型、交旅融合 发展的生动影像。 ★京藏高速北京百葛服务区，2月12日11时许 充电设施升级改造，"北京老字号"进服务区 腊月廿五，在天津工作的李先生开着自己的新能源汽车，踏上了回内蒙古呼和浩特老家的路程。 "以往开车长途出行最怕充电排长队，现在充电快，我这车从20%的电量充到80%，用了不到半小 ...