对此，兴业证券首席策略分析师张启尧表示，年初以来涨幅居前的30个概念指数，25个均与涨价相关， 涨价领域正在由有色向油气、化工、建材、科技等更广阔的范围扩散。"往后看，'涨价'作为'景气'的代 名词和决定风格扩散的核心因素，有望成为今年最重要的一条主线，全年对于'涨价'这一逻辑需要充分 重视。"他表示。 2026年以来，"涨价"成为资本市场上一条最重要的交易线索。春节长假后，涨价概念股走势强劲，如化 工、有色等板块领涨大盘。 节奏上，张启尧认为，3月和4月作为全年验证涨价、交易涨价的第一个重要窗口，随着国内涨价线索进 一步丰富、更多领域涨价有望迎来验证，涨价作为当前企业盈利回升和市场风格扩散的重要逻辑，可能 会被当成一个核心线索去轮动、交易。 张启尧分析称，综合多维度因素，电新（电池、电网设备）、机械（工程机械、专用设备、通用设备、 自动化设备）、TMT（电子、通信、游戏）以及创新药、新消费、造船、商用车、汽车零部件、化学 制品等细分方向均存在确定性较强的出海机会。 （文章来源：深圳商报） 张启尧分析称，一方面，涨价作为反映业绩改善和景气上行的最直接、最显性的信号，交易涨价本质上 就是在交易景气。随着今年盈利 ...

城市的大街小巷、乡间的田埂地头，是否存在一款"全域适配、全能运载"的运输车型？对于城配从业者而言，一款适配多场景、高效省心的车型，是提 升运营效率、降低成本的关键。HOWO小将新能源，精准契合各类运输场景需求，全方位解决运输难题，陪伴每一位从业者在货运路上稳步前行、收获价 值。 城配创业之路，选对车型便是成功的一半。HOWO小将新能源，集"多拉快跑、高效节能、超强承载、灵活畅行"于一体，无需多车适配，一辆即可覆盖 城市大街小巷、乡间田埂地头的全场景运输需求，以全能实力，不负每一份坚守与努力。 建材运输承载无忧——畅行无拘无束 建材运输场景中，各类痛点尤为突出：货物重量大，对车辆承载能力要求极高，承载不足易导致车辆损耗、货物损坏；工地巷道、老旧小区道路狭窄， 地下车库存在高度限制，传统货车难以通行。HOWO小将新能源，全方位破解上述难题，让建材运输更高效、更安心、更舒适。 车辆搭载800x160直通大梁，打造超强承载底盘，更兼具高强度与轻量化优势，满载照样稳，耐用又能装；车辆灵活性优势显著，最小转弯半径仅6米， 窄巷工地轻松穿梭；整车高度仅2080mm，不限高、不限宽，真正做到地库自由进出大幅提升运输便捷度。此 ...

Core Viewpoint - Renault Group has signed a binding equity acquisition agreement with Volvo Group and CMA CGM, aiming to acquire 45% of Flexis SAS from Volvo and 10% from CMA CGM, achieving full ownership of the company, with the agreement expected to take effect in the first half of 2026 [1] Group 1: Acquisition Details - The acquisition will allow Renault to gain full control of Flexis SAS, which was established in March 2024, initially with Renault and Volvo each holding 50% [1] - The partnership aimed to develop electric urban logistics vans, with three electric truck models launched in early 2025 [1] Group 2: Market Impact - Volvo and CMA CGM decided to exit the equity partnership due to the slower-than-expected growth in the electric commercial vehicle market [1] - Renault will continue to advance the project, with the first model, the Renault Trafic Van E-Tech electric version, expected to begin production by the end of 2026 [1] Group 3: Future Collaboration - A flexible cooperation plan has been established, where Volvo will distribute related models through Renault Trucks starting in 2027, while CMA CGM will return to its role as a core customer and scenario partner [1] - This acquisition is a key strategic move for Renault's electrification of light commercial vehicles, allowing Volvo to further focus on its core business in heavy commercial vehicles [1]

江淮汽车今年以来股价涨13.27%，近5个交易日涨2.67%，近20日涨9.94%，近60日涨16.18%。 资料显示，安徽江淮汽车集团股份有限公司位于安徽省合肥市东流路176号，成立日期1999年9月30日， 上市日期2001年8月24日，公司主营业务涉及商用车、乘用车、汽车底盘及汽车核心零配件等的研发、 生产、销售与服务。主营业务收入构成为：商用车54.97%，乘用车25.10%，其他11.82%，客车7.67%， 底盘0.44%。 2月25日，江淮汽车盘中下跌2.01%，截至10:25，报56.07元/股，成交9.89亿元，换手率0.80%，总市值 1263.92亿元。 资金流向方面，主力资金净流出9505.72万元，特大单买入1.83亿元，占比18.53%，卖出2.81亿元，占比 28.45%；大单买入2.91亿元，占比29.43%，卖出2.88亿元，占比29.12%。 分红方面，江淮汽车A股上市后累计派现29.00亿元。近三年，累计派现4586.42万元。 机构持仓方面，截止2025年9月30日，江淮汽车十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股5548.50万股，相比上期减少4 ...

（编辑 丛可心） 证券日报网讯 2月24日，一汽解放在互动平台回答投资者提问时表示，公司高度重视研发投入与成果转 化，未来将加快技术商业化落地，推动新能源、智能化等核心技术快速应用于产品，持续把技术优势转 化为市场竞争力与经营实效。 ...

Core Insights - The Chinese new energy heavy truck market experienced a significant surge in sales, achieving a record high of 23.11 million units in 2025, representing a year-on-year increase of 182% [1][17] - In January 2026, sales reached 16,070 units, marking a historical high for the same period and a year-on-year growth of 127% [1][34] - The market is driven by a combination of policies, market demand, and product advancements, with a notable impact from tax changes on new energy vehicles [3][20] Group 1: Sales Performance - January 2026 marked the 13th consecutive month of year-on-year sales growth for new energy heavy trucks, with a record high for January sales [3][19] - The sales figure of 16,070 units in January 2026 is the highest for the month in the past eight years, indicating a strong market entry for the year [6][22] - The overall heavy truck market in January 2026 saw a total of 48,400 units sold, with new energy trucks accounting for 33.18% of the market share, up from 21.02% in January 2025 [9][27] Group 2: Market Dynamics - The market penetration rate for new energy heavy trucks reached 33.18% in January 2026, marking the third highest monthly rate in history [9][27] - The penetration rate has consistently exceeded 30% for three consecutive months, indicating a rapid shift towards electrification in the heavy truck sector [9][27] - The sales of pure electric trucks dominated the market, accounting for 98.9% of total new energy truck sales, while hybrid trucks showed significant growth [12][30] Group 3: Competitive Landscape - XCMG Heavy Truck led the market with sales of 3,183 units in January 2026, a year-on-year increase of 160%, capturing a market share of 19.8% [16][33] - China National Heavy Duty Truck and SANY Automotive followed closely, with sales exceeding 2,000 units and significant year-on-year growth [16][33] - The top 10 manufacturers collectively sold 14,835 units, representing 92.2% of the total market, highlighting increased market concentration [16][33]

Group 1: Heavy Truck Market Outlook - In 2025, the heavy truck wholesale sales are expected to reach 1.144 million units, representing a year-on-year increase of 26.8% driven by the "old-for-new" policy, with domestic sales projected at 799,000 units (+32.7%) and exports at 341,000 units (+17.4%) [1] - The heavy truck industry is entering a new upward cycle after three years of decline, with strong demand from non-Russian regions such as the Middle East and Southeast Asia becoming key growth drivers [2] - The proportion of diesel heavy trucks is declining, while natural gas heavy trucks are expected to maintain stable growth, and new energy heavy trucks are anticipated to lead sales growth [2] Group 2: Bus Market Outlook - The bus industry is entering a new cycle characterized by "domestic demand stabilization and high export growth," with wholesale sales of large and medium buses projected at 122,000 units in 2025, a year-on-year increase of 5.1% [3] - Domestic sales of large and medium buses are expected to be 65,000 units (-10.6%), while exports are projected at 59,000 units (+34.6%), with strong performance in the new energy bus segment [3] - In 2026, the bus market is expected to see continued domestic demand growth, with wholesale sales projected at 146,000 units (+20.0%) and exports at 78,000 units (+32.0%), driven by the "old-for-new" policy and increasing penetration of new energy buses in overseas markets [4]

以上内容基于公开资料整理，不构成投资建议。 经济观察网 庆铃汽车股份公告与融资租赁公司及经销商订立新能源车辆回购协议，涉及5辆新能源车及 对应租赁债权，预计最高回购价款不超过102.88万元。公司表示，此举旨在通过增信措施扩大新能源商 用车销量与市场份额，并利用车联网技术监控风险。 股票近期走势价格走势：近7日（2026年2月16日至20日），股价区间上涨2.02%，2月20日收盘报1.01港 元（单日涨1.00%），振幅5.05%。同期恒生指数下跌2.83%，商用车板块涨1.28%。技术面：截至2月20 日，股价低于5日、10日及20日均线，MACD柱状图为负值，布林带下轨0.896港元提供部分支撑，KDJ 指标中J线32.49接近超卖区域。流动性：2月20日成交额114万港元，换手率0.09%，散户资金净流出 19.46万港元，主力资金无显著活动。 ...

Core Viewpoint - The new energy heavy truck market in China experienced significant growth in January 2026, with overall sales increasing by 127% year-on-year, indicating a strong start to the year for the industry [1][26]. Sales Performance - In January 2026, the sales of new energy heavy trucks reached 16,100 units, with a year-on-year increase of 127% but a month-on-month decrease of 65% compared to December 2025 [3]. - New energy tractor trucks sold 10,500 units in January 2026, marking a year-on-year growth of 114% but a month-on-month decline of 70% [2][3]. Market Share - New energy tractor trucks accounted for 65.39% of the new energy heavy truck market in January 2026, a decrease of over 10 percentage points from the 2025 annual average of 76.36% [5]. - The market share of new energy tractor trucks in January 2026 was lower than the 69.13% share from January 2025 [5]. Regional Distribution - In January 2026, 1.05 million new energy tractor trucks were registered across 29 provincial-level regions, with Guangdong, Shanxi, Hebei, and Xinjiang accounting for over 35.9% of the total sales [12]. Leading Companies - XCMG topped the sales chart in January 2026 with 2,720 units sold, followed by China National Heavy Duty Truck Group (1,485 units), FAW Jiefang (1,181 units), and SANY (1,038 units) [17][24]. - A total of 15 companies sold over 100 units of new energy tractor trucks in January 2026, with 8 companies exceeding 400 units [15]. Year-on-Year Growth - The overall sales of new energy tractor trucks in January 2026 increased by 114% year-on-year, with 11 out of the top 12 companies experiencing growth [22]. - XCMG, SANY, and other companies saw significant increases, with XCMG's sales growing by 287% compared to the previous year [22]. Market Share by Company - In January 2026, XCMG held a market share of 25.9%, a significant increase of 11.6 percentage points from the previous year [24]. - China National Heavy Duty Truck Group and FAW Jiefang captured 14.1% and 11.3% of the market share, respectively [24].

近日，济南公共交通集团文化旅游有限公司旅游客车采购项目（项目编号：SDXSJ26–0118）正式公示中标结果。宇通客车股份有限 公司成功中标，成为该项目的最终供应商。 济南公共交通集团文化旅游有限公司旅游客车采购项目 中标公示 一、项目名称:济南公共交通集团文化旅游有限公司旅游客车采购项目 二、项目编号: SDXSJ26-0118 三、开标日期:2026年2月12日 四、评审结果: 中标人名称:宇通客车股份有限公司 中标金额:5690000.00元(大写:伍佰陆拾玖万元整) 五、评标委员会成员名单:郑明刚、彭伟利、张振河、闫成春、杜斌 六、中标公示期限:2026年02月14日至2026年02月24日 七、成交公示发布媒介 中国招标投标公共服务平台、山东省采购与招标网 八、监督部门 济南公共交通集团有限公司企业发展部,电话:0531-88515098 九、其他补充事宜:无 十、联系方式 采购人:济南公共交通集团文化旅游有限公司 地址:济南市历下区解放路 18 号 1-1 室 联系人:李新丽 联系电话: 0531-69982888-616 . 两年年 星高照 at 迎書迎春边富音 接财接福按平 0 CD 3 商用 ...