【满坤科技：公司通过汽车零部件客户向特斯拉提供PCB产品】智通财经1月8日电，满坤科技在互动平 台表示，公司智能驾驶PCB产品当前已具备支持L3级别自动驾驶的技术能力，更高阶的自动驾驶应用尚 在技术研发与储备过程中。目前，公司通过汽车零部件客户向特斯拉提供PCB产品，但暂未与其 Cybercab项目开展业务合作。我们将持续关注行业前沿趋势，积极拓展市场机遇。 转自：智通财经 ...

每经AI快讯，有投资者在投资者互动平台提问：公司智能驾驶PCB满足全自动驾驶技术要求吗？进入特 斯拉Cybercab产业链验证了吗？ （记者 曾健辉） 满坤科技（301132.SZ）1月8日在投资者互动平台表示，公司智能驾驶PCB产品当前已具备支持L3级别 自动驾驶的技术能力，更高阶的自动驾驶应用尚在技术研发与储备过程中。目前，公司通过汽车零部件 客户向特斯拉提供PCB产品，但暂未与其Cybercab项目开展业务合作。我们将持续关注行业前沿趋势， 积极拓展市场机遇。 ...

其中，四家跻身万亿市值俱乐部的上市公司为：工业富联、中国平安、中国人寿、招商银行。 至此，万亿市值"巨头"排行呈现"金字塔式"：约5万亿市值的中国上市企业仅腾讯一家，长期 领跑；2—5万亿市值梯队的仅三家（工行、农行、阿里巴巴）；大部分企业集中在1万亿至2万 亿市值梯队，这一梯队企业排名轮换较多。 这种"金字塔式"，既体现出头部企业的竞争优势与护城河深度，也体现出1万亿至2万亿梯队的 企业可能受产业周期、政策导向、业绩表现等影响而出现的市值变动。 | | | | A+H中国万亿市值上市企业 | | | | --- | --- | --- | --- | --- | --- | | 序号 | 证券代码 | 上市公司 | 总市值 | 总市值 | 涨跌幅 | | | | | （截至2025年年末） | (截至2024年年末) | | | 1 | 0700.HK | 腾讯控股 | 5.46万亿港元 | 3.85万亿港元 | 42.02% | | 2 | 601398.SH | 工商银行 | 2.63万亿元 | 2.28万亿元 | 15.17% | | 3 | 601288.SH | 农业银行 | 2.61万亿元 | ...

Core Insights - The number of companies with a market capitalization exceeding 1 trillion yuan in mainland China has increased to 14 by the end of 2025, with a total market value increase of over 9 trillion yuan, reflecting a growth rate of over 50% [1][2] Group 1: New Trillion-Yuan Companies - Four new companies have joined the trillion-yuan market cap club: Industrial Fulian, China Ping An, China Life, and China Merchants Bank, with four headquartered in Shenzhen [3][4] - Industrial Fulian has seen a remarkable market cap increase of approximately 188%, while the other three companies in the financial sector have experienced more modest growth rates: China Ping An at 32.02%, China Life at 16.16%, and China Merchants Bank at 10.87% [4][5] Group 2: Market Trends and Dynamics - The rise of these companies reflects two core market dynamics: explosive growth in the technology sector and valuation recovery in the financial sector [5] - Industrial Fulian's rapid growth is attributed to its comprehensive involvement in the AI industry chain, with a significant revenue increase of 38.4% year-on-year, reaching 603.93 billion yuan in the first three quarters of 2025 [6] - China Life has reported a total premium exceeding 700 billion yuan, with a 41% increase in total investment income, while China Ping An has established a strong competitive barrier through its extensive customer base and technology capabilities [7] Group 3: Performance of Major Players - Tencent and Alibaba have also seen significant market cap increases, with both companies adding over 1 trillion Hong Kong dollars to their valuations, driven by AI advancements and a recovery in their core businesses [8][10] - Tencent's market cap reached 5.46 trillion Hong Kong dollars by the end of 2025, with a stock price increase of over 40%, while Alibaba's market cap rose to 2.73 trillion Hong Kong dollars [10][11] Group 4: Banking Sector Insights - The banking sector has shown signs of valuation recovery, with Agricultural Bank of China achieving a notable stock price increase of over 50% and breaking the long-standing "price-to-book" ratio below 1 [12][13] - Agricultural Bank's revenue for the first three quarters of 2025 was 550.88 billion yuan, with a net profit of 220.86 billion yuan, reflecting a year-on-year increase of 3.03% [12][13]

Core Insights - The number of companies with a market capitalization exceeding 1 trillion yuan in mainland China has increased to 14 by the end of 2025, up from 10 at the end of the previous year, with a total market capitalization increase of approximately 9 trillion yuan, representing a growth rate of over 50% [1][4][15] Group 1: Market Capitalization Growth - The newly added companies to the trillion-yuan market cap club include Industrial Fulian, China Ping An, China Life, and China Merchants Bank, with four of them headquartered in Shenzhen [1][4] - The market capitalization ranking shows a "pyramid" structure, with Tencent leading at approximately 5 trillion yuan, followed by three companies (ICBC, ABC, Alibaba) in the 2-5 trillion yuan range, while most companies are in the 1-2 trillion yuan range [1][13] Group 2: Sector Performance - The growth in market capitalization is characterized by a leading performance in technology and new sectors, while financial and energy sectors show stable growth [1][9] - Technology and new sector companies have seen growth rates exceeding 40%, while financial and energy companies have growth rates concentrated in the 10%-35% range [9][15] Group 3: Notable Companies - Industrial Fulian has emerged as a standout performer with a staggering market cap increase of approximately 188%, driven by its core business in AI and precision manufacturing [4][5] - China Ping An, China Life, and China Merchants Bank represent the financial sector's recovery, with respective market cap growth rates of 32.02%, 16.16%, and 10.87% [4][5] Group 4: Financial Sector Dynamics - China Life has successfully transformed its product and business structure, achieving a total premium income exceeding 700 billion yuan and a significant increase in investment income [6] - China Ping An operates as a comprehensive service group with a strong customer base, which has contributed to its valuation recovery [6] - China Merchants Bank, known for its retail banking strength, reported a total revenue of 251.42 billion yuan in the first three quarters of 2025, maintaining its position as a leading bank [7] Group 5: AI Impact on Market - Tencent and Alibaba have both seen their market capitalizations increase by over 1 trillion yuan, driven by their advancements in AI technology and integration into their business models [9][10] - Tencent's market cap reached 5.46 trillion HKD, with a year-on-year increase of over 40%, while Alibaba's market cap rose to 2.73 trillion HKD, supported by a recovery in its e-commerce business [9][10][11]

工业富联公告称，因2025年半年度权益分派实施，自2026年1月16日起，回购股份价格上限由不超75元/ 股调整为不超74.67元/股。公司2025年4月拟用5亿-10亿元自有资金回购股份，回购价不超20元/股， 2025年11月将回购价上限调至75元/股。2025年半年度利润分配以19,848,875,884股为基数，每股派0.33 元（含税），共派现65.50亿元。除价格上限调整外，回购其他事项不变。 ...

据工业富联公告，根据公司 2025 年第二次临时股东大会审议通过的《关于的议案》，本次利润分配方 案向全体股东每10 股派送现金红利 3.30 元(含税)，本次权益分派以公司《2025 年半年度权益分派实施 公告》确定的股权登记日的总股本 19,858,195,781 股，扣除回购专用证券账户股票 9,319,897 股后的股 数，即19,848,875,884 股为基数，以此计算合计拟派发现金红利 6,550,129,041.72 元(含税)。公司本次不 进行送股或资本公积金转增股本。 ...

智通财经APP讯，环旭电子(601231.SH)披露2025年12月营业收入，公司2025年12月合并营业收入为 47.67亿元，较去年同期的合并营业收入减少7.79%，较2025年11月合并营业收入环比减少8.29%。 ...

格隆汇1月8日｜环旭电子公告，2025年12月合并营业收入为人民币4,766,677,706.23元，较去年同期的合 并营业收入减少7.79%，较2025年11月合并营业收入环比减少8.29%。公司2025年1月至12月合并营业收 入为人民币59,195,055,821.59元，较去年同期的合并营业收入减少2.46%。 ...

"集团和许多客户在发展中都有数字化转型需求。"九洲集团战略发展部副部长杨志坤说，传统制造业 的"接订单"模式利润空间有限，开拓信息技术服务业板块，能进入整体解决方案等业务领域，附加值更 高。 2022年，九洲软件成立。角色的真正转换却不容易：企业管理平台搭载了先进算法，却不贴合传统企业 使用习惯；精心研制的智能体刚交付，客户就提出功能不全要升级…… "思维方式要转变。"九洲软件副总经理宋晓晨说，公司成立初期，大家还是"制造思维"：专注研发、尽 快交付。但在服务领域，紧贴需求、跟进服务，才更有竞争力。 促进制造业数智化转型，发展智能制造、绿色制造、服务型制造，加快产业模式和企业组织形态变革。 ——摘自"十五五"规划建议 元旦假期刚结束，四川省绵阳科技城新区机器人智能制造产业园内，员工乘坐无人驾驶公交车、接驳车 回归岗位，装满包裹的无人配送车奔忙送货，各种自动驾驶场景已融入日常。数据运营中心里，人工智 能自动分解任务，为无人车辆规划路线。 "园区的50多台无人设备实现'一脑多控'，运营成本降低，管理效率提高。"四川九洲投资控股集团旗下 九洲软件有限公司产品经理王若铃介绍，公司为机器人产业园定制智能网联云控平台，满 ...