作者： 枫叶 以下文章来源于正商参阅 ，作者枫叶 正商参阅 . 原《政商参阅》，做价值的传播者！连续两届获评胡润年度影响力自媒体、21世纪经济报道年度传播力 自媒体、新浪、经济观察报年度影响力自媒体、新榜年度社会关注新媒体荣誉奖等。 来源： 正商参阅 ----------------------------- 让我们一起为梦想窒息！ 是的，没错， 贾跃亭又 "杀"回来了。 这次，大忽悠不是 "造车"成功，而是 另辟蹊径开始"玩"人形机器人了。 不得不佩服贾跃亭 "敏锐"的商业嗅觉，有热点我就蹭，一旦有好的商业模式或产品，那么不好意 思，我的" PPT "早就已经写好了。 更可怕的是，贾跃亭还与时俱进，不再着眼于 "纸上谈兵"，这次是真有机器人样品展示的。 "未来， 360 行各有自己的职业机器人。" 贾跃亭，再次选对了方向。 谁说骗子就不能创造 " 奇迹 " ？ 不得不承认， 贾跃亭这个跑到美国造车的 " 中国第一大忽悠 " ，身上存在 着 一种难以解释的特 质 —— 他似乎总能在被判 " 出局 " 之前，重新回到牌桌上。 从乐视崩塌到远走美国，从债务缠身到被列为 " 被执行人 " ，再到 FF （法拉第未来 ...

2月9日，工信部发布《减免车辆购置税的新能源汽车车型目录》（第二十七批），小米SU7、比亚迪方程豹钛3等多款车型 在列。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 | 庆宝 | 汽车生产企业名称 | 在居居 | 题用名称 | 产品名称 | 出来到给我说 | 整车感器 | 动力看单次组 动力精出液用 | | 各注 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 程(km) | 厨昌(kg) | | 总周景(kg) 总能量 (kWh) | | | 1 | 蔚来汽车谷安(安徽)有限公司 | NAL6543BSEVD1 | ES9 | 正保指定 法司因素依据陈 | 620/600/580 | 2845/2870 | 545 | 102 | | | | | | | 的 | (CLTC ) | /2915 | | | | | 2 | | XMA7001 MBEVA1 | 小米 SU7 | 体体育团队 | 835/805/730 | 2280 | ଚିତିତ | 101. 7 | | | 3 | | ...

Core Viewpoint - Weimars (688612.SH) reported a slight decline in total revenue for 2025, while net profit showed significant growth, indicating a strong performance in profitability despite revenue challenges [1] Financial Performance - Total revenue for 2025 was 6.342 billion yuan, a year-on-year decrease of 0.48% [1] - Net profit attributable to the parent company was 557 million yuan, reflecting a year-on-year increase of 39.22% [1] - Operating profit, net profit attributable to the parent company, net profit excluding non-recurring gains and losses, and basic earnings per share all grew by over 30% compared to the previous year [1] Growth Drivers - The growth in net profit is primarily attributed to the steady increase in domestic electric vehicle terminal sales and rising penetration rates, which boosted the shipment volume and revenue of the company's onboard power products [1] - The company has maintained lean production management and increased R&D investment in response to market demand, leading to an improved product shipment structure and a higher proportion of high-value-added products sold [1]

Core Viewpoint - Weimars (688612.SH) reported a slight decline in total revenue for 2025, while net profit saw significant growth, indicating a resilient performance amidst market challenges [1] Financial Performance - Total revenue for 2025 reached 6.342 billion yuan, a year-on-year decrease of 0.48% [1] - Net profit attributable to shareholders was 557 million yuan, reflecting a year-on-year increase of 39.22% [1] - Operating profit, net profit attributable to shareholders, net profit excluding non-recurring gains and losses, and basic earnings per share all grew by over 30% compared to the previous year [1] Market and Product Insights - The growth in net profit is attributed to the steady increase in domestic electric vehicle sales and penetration rates, which positively impacted the shipment volume and revenue of the company's onboard power products [1] - The company has maintained lean production management and increased R&D investment driven by market demand, leading to an improved product shipment structure and a higher proportion of high-value-added products sold [1]

Group 1 - The core viewpoint of the article highlights that the domestic electric vehicle industry in China continues to expand, with global electric vehicle sales also increasing, leading to a rise in global penetration rates [1] Group 2 - In 2025, the company achieved total operating revenue of 6.342 billion yuan, which remained stable compared to the previous year [1] - The net profit attributable to the parent company was 557 million yuan, representing a year-on-year increase of 39.22% [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses was 521 million yuan, showing a year-on-year growth of 46.71% [1] Group 3 - As of the end of 2025, the company's total assets amounted to 8.226 billion yuan, reflecting a year-on-year growth of 6.96% [1] - The equity attributable to the parent company was 3.626 billion yuan, which increased by 10.89% year-on-year [1]

Core Viewpoint - The collaboration between BAIC Group and Beijing Green Exchange to launch the "Carbon Passport" for users of the Arcfox brand represents a significant step in promoting low-carbon practices in the automotive industry, transforming users' travel into quantifiable carbon reduction actions and marking BAIC's transition from a green car manufacturer to a green ecosystem builder [1][20]. Group 1: Carbon Passport Initiative - The Carbon Passport is an industry-first initiative that quantifies and incentivizes green travel, allowing individual users to see their contributions to carbon reduction [8][20]. - The initiative is based on a personalized carbon reduction accounting system that utilizes standards from the Ministry of Industry and Information Technology, enabling users to track their carbon savings based on actual vehicle energy consumption [8][12]. - By 2025, Arcfox users are projected to achieve a cumulative carbon reduction of over 450,000 tons, equivalent to planting over 25 million tamarisk trees, showcasing the effectiveness of the Carbon Passport in activating individual carbon reduction efforts [8]. Group 2: Comprehensive Low-Carbon Transformation - BAIC Group has integrated "low-carbon" into its core strategy, leading to continuous reductions in total carbon emissions and intensity [3]. - The company has established a comprehensive low-carbon development system through its "BLUE Plan," focusing on technology research, production, supply chain collaboration, and user engagement [5]. - BAIC's efforts have earned it the highest rating of "five-star enterprise" in carbon management evaluations, solidifying its position as a leading green product supplier [5]. Group 3: User Engagement and Community Building - The Carbon Passport initiative encourages user participation in environmental actions, transforming users from mere consumers into active participants and co-creators of a green ecosystem [13][19]. - The establishment of the "Guardians of the Extreme" alliance exemplifies the collaboration between the company and users in promoting environmental protection [16]. - The interactive features of the Carbon Passport, such as team competitions and ecological rewards, enhance user engagement and spread green concepts through social interactions [9][20]. Group 4: Broader Implications for the Industry - The Carbon Passport serves as a bridge between green consumer behavior and carbon trading markets, potentially allowing users to gain incentives from carbon markets [12][20]. - BAIC's approach provides a replicable model for low-carbon transformation in the automotive industry and beyond, demonstrating that companies can lead in creating sustainable lifestyles and harnessing social green power [20].

Group 1 - NIO achieved its 100 millionth battery swap, reducing carbon dioxide emissions by 4,169.5 tons compared to traditional gasoline vehicles [1] - NIO's battery swap operations have contributed to peak shaving and valley filling of over 740 million kWh, alleviating grid pressure and improving energy utilization [1] Group 2 - Anhui Energy announced the appointment of Xu Wengong as the new general manager following the resignation of Fang Shiqing [2] - Huabei Group's general manager Zhang Tongxiang resigned due to work changes but will continue to serve as chairman [4] Group 3 - Crystal Integration plans to invest 2 billion yuan to acquire 100% equity of Hefei Jingyi Integrated Circuit Co., making it a wholly-owned subsidiary [3] - Huangshan Tourism is set to invest approximately 530 million yuan in the construction of a hotel project, with a construction period of 24 months [5] Group 4 - Zhonggong Education expects a significant decline in net profit for 2025, projecting a decrease of 70.06% to 76.86% compared to the previous year [6] - Quanyin High-Tech anticipates a net loss of 180 million to 270 million yuan for 2025, a shift from a profit of 97.13 million yuan in the previous year [7] - Guoxuan High-Tech forecasts a net profit increase of 107% to 149% for 2025, driven by the rapid growth in the new energy vehicle and energy storage markets [8]

2025年四季度末，光模块龙头中际旭创以1.28亿股持股总量、782.32亿元持股市值，首次超越宁德时代登顶主动权益基金第一大重仓股，1100 多只持仓基金的"抱团"态势一度成为市场焦点。但登顶仅月余，该股便开启回调模式，截至2月6日，年内累计下跌超10%，单日最大跌幅达 8.94%，多只重仓基金净值同步回撤超5%，再度引发市场对"基金第一重仓股魔咒"热议。 要客观研判"基金第一重仓股魔咒"这一市场现象，需依托长期、大样本的实证数据。基于Wind平台2003年至2025年共92个报告期的统计显示， 在成为第一重仓股后，39只登顶标的在后续3个月跑输沪深300指数，占92个报告期的42.39%；6个月、12个月跑输比例分别为45.65%、46.74%。 这一量化结果，为理性分析该现象的统计规律提供了客观依据。 | | | | 部分主动权益基金第一大重仓股登顶后的市场表现一览 | | | | --- | --- | --- | --- | --- | --- | | 主动权益基金第一大 | | 报告期归母净利 | 报告期后3个月相对于沪深 | 报告期后6个月相对于沪深300 | 报告期后12个月相对于沪 | | ...

Group 1 - The Hong Kong stock market rebounded across the board, with the Hang Seng Technology ETF (513010) index rising over 1% for the second consecutive day, marking five days of over 100 million yuan in daily inflows, totaling a net inflow of 11.99 billion yuan since October last year [1] - The Hong Kong stock market experienced volatility last week due to global risk asset fluctuations, including a pullback in the global software industry and controversies surrounding subsidies from tech giants [3] - The U.S. President Trump expressed expectations that the Dow Jones Industrial Average will reach 100,000 points by the end of his term, indicating a potential doubling of its current level [4] Group 2 - The Federal Reserve has signaled a dovish stance, with officials suggesting the possibility of 1 to 2 rate cuts this year, influenced by a weak labor market and rising prices affecting wage income [5] - Foreign capital and southbound funds have continued to flow significantly into the Hong Kong stock market, with southbound funds maintaining a net inflow for seven consecutive trading days, including a record high net purchase of 22.206 billion yuan on February 6 [6][7] - The Hang Seng Technology Index saw a net inflow of 11.276 billion yuan last week, leading the market in terms of inflow scale [9] Group 3 - The Hang Seng Technology ETF (513010) has a current scale of 29.102 billion yuan, with a net inflow of 1.8 billion yuan last week, and a total net inflow of 11.99 billion yuan since October last year [12] - The ETF covers a comprehensive range of technology sectors, with over 60% of its components related to AI, aligning well with current technological trends [12] - The Hong Kong stock market is expected to become a "bridgehead" for global capital returning to China, with the risk premium of the Hang Seng Index significantly higher than that of developed markets [13]

2月1日，陕汽大同专用汽车有限公司完成工商变更，正式更名为山西同犀新能源汽车有限公司。此次变更不仅涉及企业名称，更标志着 控股权从陕西重型汽车有限公司转移至犀重新能源汽车有限公司手中。 | | | 从"陕汽大同专用汽车有限公司" | | | | --- | --- | --- | --- | --- | | 提示 | 企业名称变更 | 李勇为 | | | | | | "山西同摩新能源汽车有限公司" | | | | 提示 | 企业地址变更 | 从"山西省大同市云州区周士庄镇园丰街279号" 变更为 | | | | | | "山西省大同经济技术开发区园丰街279号" | | | | 提示 | 法定代表人变更 | 法定代表人从"王琳琳"变更为"时小兵" | | | | 7天眼查 股东变更详情 | | | | × | | 变更企业 | 山西同屋新能源汽车有限公司 | 更新时间 2 | 2025-12-31 | | | 股东变更 | | | | | | 股东股份下降:1个 ⑦ | | | | | | 序号 股东 | | 变更前 | | 变更后 | | | 持股比例 | 认缴金额 | 持股比例 | 认缴金额 | | 1 ...