根据任命，Tim Howard将实行双线汇报：在业务增长及商务领域，向全球首席增长官Lennard Hoornik 汇报；在财务、合资企业事务及其他职能领域，向全球首席财务官Richard Molyneux汇报。中国首席商 务官吴辰及其团队将向Tim Howard汇报。 资料显示，Tim Howard于2010年加入捷豹路虎，2020年起担任中国CFO，负责在华财务运营与战略支 持工作。潘庆自2017年执掌中国业务，主导了品牌本土化布局及在华电动化转型进程，是首位进入捷豹 路虎全球董事会的中国籍高管。潘庆升任后将继续向全球CEO汇报，负责全球采购业务，同时分管中国 区政府事务与战略合作伙伴关系，以保障在华业务战略协同。 凤凰网科技讯2月25日，据媒体报道，捷豹路虎宣布人事调整。原中国总裁及首席执行官潘庆即日起升 任全球采购董事，并继续兼任中国总裁。现任中国首席财务官Tim Howard接任中国CEO一职，即日生 效。 ...

新浪科技讯 2月25日上午消息，近日，上汽通用五菱总经理吕俊成发表了2026年新春寄语，其中提到： 过去五年以及2025年销量成绩单；销量与规模：2025年销量 163.5万辆（+6.2%），新能源销量超100万 辆（+31.9%），海外出口26.7万台 / 套（+18.6%），全年产值重回千亿；过去五年"神车"家族合计产销 832万辆。 吕俊成表示，2026年核心战略，是构建全生命周期数字化平台，通过 "AI + 数字孪生" 实现从 "用户画 像" 到 "用户数据孪生" 的进化，精准识别需求。强化智能、电子电气、架构、软件等核心能力，缩短 研发周期、提升品质。 他提到，要打造 "制造岛 + 数字岛 + 智能岛" 三位一体体系：制造岛：完善岛式开发体系，实现岛式制 造科学解构升级及关键生态链覆盖。数字岛：依托数字孪生，构建产线、车间、基地三级虚实一致的孪 生体，实现市场需求驱动的全链路数字化贯通。智能岛：基于 AI 技术，建设工艺可解耦、产线可重 构、产能自适应的孪生智能体。 信中，他还指出，要构建 "五自一体" 体系，实现 "四优""四流合一"，降本增效。力争2年完成领航级智 能工厂建设，3年实现智能岛制造 ...

2月25日，吉利控股旗下汉马科技发布 公告称，公司董事周建群于2026年2月15日不幸因病逝世。 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。 公开资料显示，周建群，男，汉族，1965年2月出生，高级经济师、工程师。曾任中国汽车工业协会副会长、中国汽车行业 专家委员会专家。2020年担任汉马科技董事长。后任浙江吉利远程新能源商用车集团有限公司董事长，汉马科技董事。 汉马科技是浙江吉利远程新能源商用车集团有限公司控股子公司。公司拥有整车、专用车、动力总成三大业务板块，拥有 华菱汽车、星马汽车、汉马动力三大品牌。 截至2月24日收盘，汉马科技报5.93元/股，总市值为95亿元。 来源：上海证券交易所、上海证券报、每日经济新闻、红星资本局 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 ...

来源：新华社 重卡穿行、桩机忙碌……今年以来，渤海湾畔的国家级新区——天津滨海新区铆足干劲开新局，面向智能科技、生物医药、新能源等优势产 业，以项目作为支撑高质量发展的"压舱石"，前进步伐愈发稳健。 重点项目是产业发展的"生命线"。天津芯擎科技有限公司2025年9月在滨海新区下辖中新天津生态城投资2.9亿元，建设光电产业基地。如今， 项目建设即将进入主体施工阶段，计划今年10月前竣工。 公司副总经理张英杰说，春节假期前，生态城人社部门就主动对接，计划利用春季校园招聘帮企业储备专业技术人才。同时，生态城管委会开 年开足马力，对接金融机构，为企业量身定制不同融资方案，护航项目早日落地见效。 从最早一家企业的区域深耕，到一个智慧园区的整体赋能；从单一业务布局，到覆盖研发、服务器创新、人工智能全要素产业集群，联想扎根 滨海新区的背后，是滨海新区产业生态与区位优势的集中体现。 工作人员在联想天津零碳智造工厂笔记本生产线进行作业。新华社记者赵子硕 摄 2026年是滨海新区开发开放上升为国家战略20周年。春节前后，这里的重点项目进展好消息不断。投资金额超11亿元的长城汽车股份有限公司 新建曼德热系统及光电项目通过竣工验收， ...

潘庆自2017年1月起全面负责捷豹路虎在华业务，已经长达9年时间。他也是首位进入捷豹路虎全球董事 会的中国本土高管。(中国经济网) 2月24日，捷豹路虎中国内部官宣，现任捷豹路虎中国总裁及CEO潘庆即将升任全球采购董事，并继续 兼任中国总裁一职。现任捷豹路虎中国CFO Tim Howard将接任CEO一职，现任捷豹路虎中国首席商务 官(CCO)吴辰及其团队将向Tim Howard汇报。该任命即日起生效。 ...

Group 1: Transportation Industry Insights - The Spring Festival travel peak has shown a significant increase in passenger volume and ticket prices, indicating an industry turning point. The total inter-regional passenger flow reached 5.08 billion, with a year-on-year growth of 5.5% [3][4] - During the first 20 days of the Spring Festival, the civil aviation passenger volume increased by 6.0% year-on-year, with an average ticket price of 943 yuan, up 3.5% year-on-year [3][4] - The civil aviation industry is expected to maintain a growth rate of over 5% in passenger volume for 2026, supported by a recovery in business travel and a high seat occupancy rate [5] Group 2: Chemical Industry Outlook - The chemical industry is entering a favorable cycle with rising prices due to the upcoming peak season and a global trend of reducing overcapacity. The focus is on the recovery of demand and the potential for increased dividend yields from leading companies [6][8] - Key sectors to watch include coal chemical, oil refining, and agricultural chemicals, with specific companies highlighted for their strong performance potential [8][9] - The industry is expected to benefit from a reduction in supply and increased demand, particularly in sectors like PTA and tire manufacturing, as well as in the context of AI-driven demand [8][9] Group 3: Coal Market Dynamics - The price of thermal coal has risen to 718 yuan per ton, reflecting a week-on-week increase of 23 yuan, driven by supply constraints and increased demand from power plants [45][46] - The competitiveness of imported coal has diminished, leading to a favorable outlook for domestic coal prices as supply tightens and demand remains stable [45][46] - The overall coal mining industry is expected to see a long-term upward trend in prices due to rising operational costs and regulatory pressures, with a focus on maintaining high-quality assets and cash flow [47]

另一存储巨头SK海力士同样表现稳健，该股周二亦创下历史新高，最新市值约4800亿美元，目前小幅 上涨约0.2%。 汽车板块成为韩国市场的亮点。截至发稿，起亚汽车大涨超12%，现代汽车涨幅接近6%，带动相关产 业链个股集体走高。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 2月25日，亚太股市接力上演"创新高"行情，日韩主要股指开盘后集体走强，延续了隔夜美股的反弹势 头。 日本股市方面，日经225指数盘中一度触及58000点整数关口，刷新历史纪录，日内涨幅约1.2%。不 过，日本东证指数表现相对疲软，主要受银行股大幅下挫拖累。 韩国市场涨势更为凌厉。KOSPI指数开盘即上涨1%，首次突破6000点大关，续创历史新高。截至北京 时间8:30，未来资产证券、三星电机涨幅约4%，三星生命涨超3%。 个股方面，三星电子目前上涨约1%，该股周二已刷新历史高位，总市值逼近1万亿美元。据智通财经报 道，摩根士丹利、花旗、麦格理等多家国际机构近期集体上调其目标价。机构普遍认为，DRAM和 NAND存储芯片的强势周期有望延续至少两年，在此背景下，三星电子的净利润预计将在2025年至2028 年间实现十倍增长。 ...

Group 1 - Xiaomi has delivered 600,000 cars in 22 months since its launch in March 2024, showcasing its rapid production capabilities and the collaborative efforts within the Beijing-Tianjin-Hebei supply chain [1][6] - The company has partnered with over 50 supply chain enterprises in the Beijing-Tianjin-Hebei region, integrating more than 340 key component manufacturers from Tianjin and Hebei into its production system [1][6] - Xiaomi's founder, Lei Jun, emphasized the importance of the Beijing International Science and Technology Innovation Center as a major decision for national innovation, positioning the region as a global innovation engine [2][4] Group 2 - Xiaomi plans to invest 200 billion yuan over the next five years, focusing on core technologies such as chips, artificial intelligence, and operating systems [8][9] - The company aims to enhance its role in the innovation ecosystem by collaborating with research institutions and small enterprises in the Beijing-Tianjin-Hebei region [3][4] - Xiaomi is committed to integrating hardware and software to create a seamless ecosystem involving smartphones, cars, and smart home devices, enhancing user experience through deep technological integration [7][8] Group 3 - The company is actively pursuing advancements in robotics, with a clear technical roadmap and recent open-sourcing of its robotics research results [8][9] - Xiaomi's automotive division is expected to continue evolving, with plans for self-research in smart driving, automotive chips, and battery systems to achieve breakthroughs in core technologies [8][9] - The ongoing development of smart manufacturing is seen as a key driver for the company's growth and innovation, with a focus on high-quality transformation across the supply chain [6][9]

Group 1: Automotive Sales and Trends - In January 2026, the top ten automotive companies in China sold a total of 1.962 million vehicles, accounting for 83.6% of total automotive sales, with notable growth from SAIC Group, Geely Holding, Dongfeng Motor, GAC Group, and Great Wall Motors compared to the same period last year [2] - The consumption of old products in exchange for new ones has driven sales to 204.54 billion yuan, benefiting 30.53 million people, with significant demand for smart and green products, particularly during the Spring Festival [3] - During the Spring Festival holiday, electric vehicle charging reached a record high, with 6.021 million charging sessions and a total charging volume of 14,976.75 million kWh, representing a 52.01% increase in average daily charging volume compared to last year [4] Group 2: Industry Developments and Initiatives - Two national-level quality inspection centers related to the automotive industry have been approved for establishment in Zhejiang, aimed at implementing national quality inspection reforms and enhancing technological capabilities [5] - Changan Automobile is progressing with its solid-state battery project, expecting to validate the battery's integration with robots and vehicles by the third quarter of this year [10] - Li Auto has officially joined the EU-China Chamber of Commerce, aiming to collaborate with other members to promote business development and protect the rights of Chinese enterprises in Europe [11] Group 3: Technological Advancements - Black Sesame Intelligence has partnered with Guoqi Zhikong to develop a mass production solution for the Huashan A2000 chip, targeting L2+ to L3 level intelligent driving functions, with the first mass-produced models expected in 2026 [12] - XPeng Motors' CEO announced plans to achieve mass production of the world's first advanced humanoid robot by the end of this year, emphasizing a commitment to innovation in AI technology [13] - Sien Intelligent has won a project for developing autonomous cleaning vehicles for Shaanxi Automobile Group, aiming to achieve L4 level autonomous driving capabilities [15]

Group 1 - On February 24, a total of 24 Hong Kong stocks conducted company buybacks, with 6 stocks having buyback amounts exceeding 10 million HKD [1] - The largest buyback amounts were recorded by Xiaomi Group-W at 99.98 million HKD, Geely Automobile at 53.28 million HKD, and Youjia Innovation at 19.96 million HKD [1] - As of February 24, 132 Hong Kong stocks have conducted buybacks this year, with 13 stocks having cumulative buyback amounts exceeding 100 million HKD [1] Group 2 - The companies with the largest cumulative buyback amounts this year include Tencent Holdings at 6.358 billion HKD, Xiaomi Group-W at 3.632 billion HKD, and ZTO Express-W at 3.269 billion HKD [1]