早 报 精 选 宏 观 新 闻 2、国家外汇管理局2月7日发布的最新统计数据显示，2026年1月末，中国官方黄金储备为7419万盎司，较2025年12月末增加4万 盎司。目前，中国央行已连续15个月增持黄金。 3、证监会发布《关于境内资产境外发行资产支持证券代币的监管指引》。境内资产境外发行资产支持证券代币，应当严格遵守跨境 投资、外汇管理、网络和数据安全等法律、行政法规和有关政策规定，履行前述相关监管部门要求的核准、备案或安全审查等程序， 不得损害国家利益和社会公共利益。 4、中国人民银行、国家发展改革委、工业和信息化部、公安部、市场监管总局、金融监管总局、中国证监会、国家外汇局等八部门 联合发布《关于进一步防范和处置虚拟货币等相关风险的通知》。《通知》明确，境内对虚拟货币坚持禁止性政策，相关业务活动属 于非法金融活动，一律严格禁止，坚决依法取缔。《通知》还提出，未经相关部门依法依规同意，境内主体及其控制的境外主体不得 在境外发行虚拟货币。《通知》强调，未经相关部门依法依规同意，境内外任何单位和个人不得在境外发行挂钩人民币的稳定币。 5、日本众议院选举结果公布。据日本广播协会报道，在8日举行的日本众议院选举 ...

Core Viewpoint - Stellantis announced a significant impairment charge of approximately $26.5 billion, primarily due to misjudging the pace of the transition to electric vehicles and drastically lowering its electrification targets, leading to a sharp decline in stock prices [4][5][18]. Group 1: Impairment and Financial Impact - The impairment charge is unprecedented in the automotive industry, surpassing the company's current market value, with stock prices plummeting by 30% at one point [4][5]. - Analysts noted that while the market anticipated some impairment, the scale and cash expenditure ratio were critical negative factors affecting the company's performance [4]. - Stellantis's revenue heavily relies on high-margin Jeep and Ram trucks, which are particularly vulnerable in the weak U.S. electric vehicle market [5]. Group 2: Industry Context and Challenges - The automotive industry is facing a crisis, with traditional Western automakers struggling to balance investments between electric and combustion engine vehicles while contending with rising competition from Chinese manufacturers and increasing international trade barriers [5]. - In 2025, electric vehicle sales in Europe are projected to account for 19.5% of total sales, a nearly 30% year-over-year increase, but still below market expectations; in the U.S., the share is only 7.7% [5]. Group 3: Strategic Adjustments and Leadership Changes - Under the leadership of new CEO Antonio Filosa, Stellantis is adjusting its strategy to focus on consumer demand rather than aggressive electrification targets, which were deemed overly optimistic by the previous CEO Carlos Tavares [7][16]. - The company plans to invest in both electric and combustion engine options, reflecting a shift towards a "power choice" strategy that allows consumers to select their preferred powertrain [16]. Group 4: Product Quality and Market Response - Stellantis is addressing product quality issues, with a reported decline in early-month defect complaints by over 50% in North America and over 30% in Europe [12]. - The company is introducing new and updated models, including the Jeep Cherokee and Dodge Challenger, to enhance product appeal and drive sales [12]. Group 5: Future Projections and Financial Outlook - Stellantis expects its revenue for the second half of 2025 to reach between $92.2 billion and $94.6 billion, but anticipates a net loss of $22.4 billion to $24.8 billion during the same period [17]. - The company has decided to suspend its dividend for 2026 and plans to issue up to $5.9 billion in corporate bonds to manage its financial situation [17].

Group 1 - The company signed a letter of intent for a cooperation agreement with the Chongqing Shapingba District People's Government on February 8, 2026, to establish a target company by divesting existing assets related to blue electric vehicles [2][3][5] - The agreement involves the establishment of a special purpose vehicle (SPV) by the district government, which will raise funds from other investors and management teams to increase capital in the target company [5] - The ownership structure post-investment will see the SPV holding approximately 33.5%, other investors 18.5%, the company and its designated entities 32%, and an employee stock ownership plan holding about 16% [5] Group 2 - The agreement is a letter of intent and will require further specific agreements based on project progress, indicating that the impact on the company's operational performance remains uncertain [2][8] - The company aims to optimize its asset structure through this divestment, aligning with its strategic development and benefiting long-term growth, although it will not have control over the target company [8]

走进联宝（合肥）电子科技有限公司生产车间，员工们正在组装笔记本电脑，这里是联想全球最大的智 能计算设备研发和制造基地。联宝科技首席执行官丁晓辉说，2025年，联宝科技进出口额达152亿美 元，同比增长56%。 合肥海关发布数据显示，2025年安徽全省货物贸易进出口额突破万亿元大关，达10135.6亿元、增长 17.3%，成为中部地区第一个、全国第九个外贸站上万亿元台阶的省份。2025年安徽对全国外贸增长贡 献率达9.0%，贡献创历史最高。 何以安徽？许多人心里都有这个疑问。 剖析安徽外贸的"万亿"结构，转型升级的轨迹清晰可见。近年来，安徽全力打造"2+2+N"外向型产业矩 阵，即汽车及零部件、电子信息两个出口千亿级产业，绿色低碳、装备制造两个出口500亿级产业，智 能家居、新材料等N个出口百亿级产业。2025年，汽车整车出口122.8万辆、增长28.7%，出口量稳居全 国第一，其中电动汽车出口608.5亿元、增长3.2倍。电动汽车、锂离子电池、光伏等"新三样"出口 1018.3亿元、增长1.1倍，出口值居全国第六位。 外贸增长离不开交通物流通达四方。货车川流，塔吊起落，合肥港派河国际物流园内一派繁忙。码头 前 ...

乘联分会秘书长崔东树提供的最新数据显示，2026年1月份，总体乘用车市场中，新车降价车型均价24.8万元，降价力度算术平均达到3.7万元。细分来 看，新能源车降价车型的均价为25.3万元，平均降价3.8万元，降幅为14.8%；常规燃油车降价车型均价为23.8万元，平均降价3.6万元，降幅达到15%。 从降价幅度来看，当月国内乘用车新车降价车型的总体降幅高达14.9%，环比上升2.5个百分点，同比上升0.4个百分点。 此轮开年降价潮的背后，新能源汽车购置税政策的调整是直接动因。 崔东树在分析中指出，面对新能源车车购税开始征收，2026年1月直接降价的车型大增，虚高的指导价回归，有利于消费者的交税成本合理化。他进一步 分析认为，2026年截至1月的降价车型总体较丰富，主要是豪华车的价格重新梳理。这意味着，高端市场正在经历一轮激烈的价格体系重塑。 7款降价的新能源车中，降价最多的是宝马I3纯电动车型，该车型在2026年的最低指导价为27.8万元，较此前的最低指导价降低了7.59万元，降幅21.4%。 降幅最大的也是宝马，其X1纯电动车型降了7.19万元，降幅24%。 10款降价的燃油车型中，宝马有4款降价。降价最多 ...

Core Viewpoint - The export of 100 natural gas buses to Mexico marks a significant step for the company in meeting international market demands, particularly in the public transportation sector [1]. Group 1: Company Developments - The company, Ankai Bus, has developed customized natural gas buses tailored to the needs of the Mexican market, featuring lower fuel consumption, stronger power, and longer range [1]. - The buses will be integrated into the public transportation system of Monterrey, Mexico, indicating a strategic move to expand the company's footprint in international markets [1]. Group 2: Industry Impact - The export of natural gas buses aligns with global trends towards cleaner public transportation solutions, reflecting an industry shift towards sustainable energy sources [1]. - This initiative may enhance the competitive positioning of the company within the growing market for eco-friendly transportation solutions [1].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601127 证券简称：赛力斯 公告编号：2026-005 赛力斯集团股份有限公司 关于签署合作协议的公告 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法律责任。 重要内容提示： ● 本次签署的合作协议为意向性协议，双方将根据项目进展情况另行签署具体协议。 ● 本协议的签订对公司经营业绩的影响尚存在不确定性。公司将根据后续进展履行相应的审批程序和信 息披露义务。敬请广大投资者理性决策，注意投资风险。 赛力斯集团股份有限公司（以下简称"公司"）于2026年2月8日与重庆市沙坪坝区人民政府（以下简 称"沙坪坝区政府"）签署《合作协议》，具体情况如下： 一、协议签订的基本情况 （一）交易对方的基本情况 名称：重庆市沙坪坝区人民政府 性质：地方人民政府 地址：重庆市沙坪坝区凤天大道8号 重庆市沙坪坝区人民政府与公司不存在关联关系。 （二）协议签署的时间、地点、方式 双方于2026年2月8日在重庆市签署本协议。 （三）签订协议已履行的审议决策程序 根据《上海证券交易所股票上市规则》《香 ...

交易信息汇总资金流向 董秘： 尊敬的投资者您好！市值波动是行业周期、宏观环境与市场情绪共同作用的结果。公司2025年 新能源、海外业务快速增长，2026年，公司正全力推进科技解放、绿色解放、国际解放建设，公司会持 续做好价值传递，以扎实业绩支撑市值回归合理水平。感谢您的关注。 当日关注点 来自交易信息汇总：2月6日主力资金净流出766.88万元，散户资金净流入1063.41万元。 截至2026年2月6日收盘，一汽解放(000800)报收于6.96元，下跌0.29%，换手率0.28%，成交量13.64万 手，成交额9499.89万元。 2月6日主力资金净流出766.88万元；游资资金净流出296.53万元；散户资金净流入1063.41万元。 董秘最新回复 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 投资者： 董秘你好，请问贵公司与资本市场沟通怎么沟通市值也上不去是什么原因呢？ ...

Core Viewpoint - The rapid devaluation of cash in China is attributed to severe monetary overexpansion by the central bank, with M2 expected to reach 340.29 trillion yuan by 2025, growing at 8.5%, while GDP is only 140 trillion yuan, indicating a potential deflationary cycle in the economy [1][3]. Group 1: Economic Context - The significant monetary overexpansion has not led to substantial price increases due to insufficient investment and consumer confidence, resulting in excess currency circulating within the financial system rather than reaching the goods market [3]. - The sluggish growth in residents' income has led to a shrinking demand in the consumer market, prompting manufacturers to adopt price-cutting strategies to reduce inventory, causing many product prices to decline [3]. Group 2: Asset Devaluation - Real estate prices have been in a downward trend since 2022, with an average national decline exceeding 30%, and some areas experiencing drops over 60%. The expectation is that housing prices will continue to depreciate in the coming years due to existing market bubbles and stagnant income growth [5][6]. - The depreciation rate of electronic products is alarming, with significant price drops observed within a year due to rapid technological advancements and manufacturers' need to clear old stock [7][8]. - The automotive market is witnessing unexpected depreciation, particularly in the electric vehicle segment, where prices have dropped significantly due to oversupply and intense competition among new models [9][11]. - Luxury goods are also entering a rapid devaluation phase, with significant price drops observed as consumer purchasing power declines and counterfeit products become more prevalent, leading to a collapse in brand value [12][14].

央视新闻 眼下，隐藏式门把手似乎已经成为车企打造车型"科技感"与"未来感"的标配设计。然而，美观与科技感 的背后，却是难以忽视的安全漏洞。 近日，由工业和信息化部组织制定的强制性国家标准《汽车车门把手安全技术要求》（GB 48001— 2026）已正式发布，并将于2027年1月1日起实施。 另外，极端情况也不能掉链子，碰撞、起火、低温结冰……这些最危险的时刻，门把手也得靠得住。 中国汽车技术研究中心首席专家孙振东表示，为了让汽车车门把手安全技术要求强制性国标能够有效地 落地，国标的实施考虑了车企的技术改造以及成本投入、新老产品切换等需要准备的时间。新车从2027 年1月1日开始实施，到2029年1月1日，生产的所有车型都应满足标准的要求。 按照新国标的要求，每个车门都应配备可以机械开启的车外门把手和车内门把手，且车外门把手必须预 留机械操作空间。小小汽车门把手，为什么需要一个强制性国标？ 有数据显示，在中国汽车市场2025年4月销量前100的新能源车型中，约60%配备了隐藏式车门把手。然 而，当车辆遭遇严重碰撞引发全车断电时，隐藏式门把手的隐患就会凸显出来。 一段网络视频显示，一辆汽车失控滑入路旁沟里，随后冒 ...