单次加氢就能跑600多公里，满足省际当日直达需求；加氢只需几分钟，效率直追柴油车……在濮阳， 一批为生鲜和医药冷链运输提供高效绿色解决方案的氢能车辆正排队下线。此时，距离濮阳首次交付 150台氢燃料电池冷藏车，立下氢能冷链物流从示范运营走向规模化商业应用"行业坐标"，仅过去一个 多月。 2月5日，走进位于濮阳市华龙区的中原总机石油设备有限公司控股子公司——河南中原安泰新能源装备 有限公司（以下简称"中原安泰"）新投用的智能化厂房，只见一辆辆悬挂绿牌的氢能车辆整齐排列，蓄 势待发。 "这些氢能车，采用了氢燃料电池和高性能锂电池的双配套方案，从以前常跑的短途拓展到跨越省份， 打通了冷链的新场景。这也推动我省氢燃料电池汽车在特定场景规模应用上迈出关键一步。"中原总机 总经理郭学堂自豪地说。 突破为何发生在濮阳？"这是技术优势与政策支持、配套先行共同作用的结果。"濮阳市工业和信息化局 相关负责人介绍，作为"郑汴洛濮氢走廊"核心节点，濮阳市构建起从制氢储运、燃料电池、整车制造到 场景应用的完整产业链。 不久前，蔚然"氢"风也送来一则好消息：濮阳市高质量完成了郑州燃料电池汽车示范应用城市群2025年 度确定的燃料电池汽车 ...

Core Viewpoint - BYD has filed an international patent application for a new graphite material and its preparation method, indicating a strong focus on innovation and R&D in the battery sector [1] Group 1: Patent Information - The patent is titled "Graphite Material, Preparation Method of Graphite Material, Negative Electrode, Secondary Battery, and Electric Equipment" with application number PCT/CN2025/075564, published internationally on February 5, 2026 [1] - This year, BYD has announced a total of 262 international patent applications, representing a significant increase of 495.45% compared to the same period last year [1] Group 2: R&D Investment - In the first half of 2025, BYD invested 29.596 billion yuan in research and development, which is a year-on-year increase of 50.84% [1]

证券之星消息，根据企查查数据显示比亚迪（002594）公布了一项国际专利申请，专利名为"电池的端口组件、电池、电池包和用电设备"，专利 申请号为PCT/CN2025/077152，国际公布日为2026年2月5日。 专利详情如下： 图片来源：世界知识产权组织（WIPO） 今年以来比亚迪已公布的国际专利申请262个，较去年同期增加了495.45%。结合公司2025年中报财务数据，2025上半年公司在研发方面投入了 295.96亿元，同比增50.84%。 数据来源：企查查 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。 相关ETF 人工智能AIETF (产品代码: 515070) ★ 跟踪：中证人工智能主题指数 近五日涨跌: -8.45% 市盈率: 60.69倍 资金流向: 最新份额为53.7亿份，增加 了3450.0万份，净申赎 6818.5万元。 估值分位: 67.85% 游戏ETF (产品代码：159869) ★ 跟踪：中证动漫游戏指数 近五日涨跌: -3.77% 市盈率：39.87倍 资金流向: 最新份额为88.9亿份, 减少 了8 ...

Core Viewpoint - The Sichuan Provincial Government is focusing on enhancing the Chengdu-Chongqing economic circle through strategic initiatives in transportation, industrial collaboration, and ecological governance, as outlined in the "14th Five-Year Plan" [3][4]. Transportation Connectivity - The government plans to leverage the opening of the Longchang-Luzhou-Xuyong railway to integrate into the Western Land-Sea New Corridor, improving transportation infrastructure through the expansion of the Chengdu-Longchang railway and the Chengdu-Chongqing highway [3]. - Projects such as the Longhuang Railway modern logistics park and smart warehousing for bulk commodities are being prioritized to create an efficient transportation network [3]. Industrial Collaboration - There is a focus on deepening cross-regional cooperation with areas like Rongchang and Fushun, particularly in the trillion-yuan industrial clusters of electronic information, equipment manufacturing, and advanced materials [4]. - The establishment of the Shuangchang Industrial Cooperation Demonstration Park is underway, with projects in new lithium-ion solid-state batteries and smart vehicle central gateways being accelerated [4]. Ecological Governance - The government aims to enhance communication and collaboration with neighboring regions for joint ecological enforcement and management of cross-border rivers, promoting shared ecological information and problem-solving [4]. - Efforts will be made to establish unified management standards for ecological governance across regions to strengthen the ecological barrier of the upper reaches of the Yangtze River [4]. Business Environment Improvement - The government is committed to comprehensive reforms to enhance the business environment, including improving service efficiency and implementing customized digital services for enterprise financing [5]. - Initiatives such as the "Talent Strong City" strategy will focus on attracting talent for modern manufacturing industries, with integrated reforms in talent services [5].

美国道琼斯工业平均指数，这个拥有百年历史的股市标杆，首次突破了50000点大关。 北京时间2026年2月 7日凌晨收盘，道指定格在50115.67点，单日暴涨超过1200点，涨幅高达2.47%。 同一时间，另外两大股指也全线飙升。 标准普尔500指数上涨了1.97%，创下了自去年5月份以来的最大单 日涨幅。 以科技股为主的纳斯达克综合指数同样大涨2.18%。 这场席卷美股的狂欢，并非孤立事件。 伦敦 现货黄金价格上涨了近4%，白银更是暴涨近10%。 纳斯达克中国金龙指数大涨3.71%，热门中概股集体上 扬。 这场全球资产的集体爆发，源头在于大洋彼岸传来的两条关键信息。 第一条来自市场内部。 当地时间2月6 日，人工智能领域的领军企业英伟达股价飙升近8%。 其首席执行官黄仁勋再次公开露面，发表了慷慨激 昂的演讲。 他直言当前全球正处于"有史以来规模最大的基础设施建设"时期，而人工智能已经从"有趣"迈 向了"非常有用"的拐点。 他强调，只要AI公司能从投资中获得回报，它们就会持续不断地加大投入。 这番 言论极大地提振了市场对整个科技板块，尤其是AI产业链的信心。 市场的乐观情绪，建立在最新公布的一系列经济数据之上 ...

Core Viewpoint - The Chinese automotive industry is facing a slowdown in sales growth due to policy adjustments and the holiday season, aligning with predictions of a market shift in 2026 [1][2]. Industry Overview - According to Morgan Stanley, Chinese passenger car sales are expected to grow by 9% year-on-year in 2025, reaching a historical high, before declining by 5% in 2026 [2]. - Despite continued growth in new energy vehicle (NEV) sales and exports, a potential decline of around 30% in the first quarter is anticipated due to changes in subsidies and purchase tax policies, which may further impact annual sales [4]. - The industry consensus indicates that the Chinese automotive sector is entering a decisive phase, with pessimistic views suggesting that only 5-7 NEV companies may survive in the coming years, while optimistic estimates suggest a maximum of 10 [5]. Competitive Landscape - As competition intensifies, new models are set to launch, with over 20 different NEV models preparing to enter the market post-Spring Festival, indicating a fierce battle for market share in the upcoming months [6][7]. - The focus of new vehicle launches is on high-end features, with three key themes identified: high-end, high-end, and high-end [8]. New Model Highlights - The new Li Auto L9 features a larger size and advanced technology, including a 72.7 kWh battery and various high-tech components, positioning it as a critical product for Li Auto's success this year [11]. - The Xiaomi YU7 GT, with enhanced performance specifications, aims to compete directly with high-end models like the Porsche Cayenne Turbo GT [15]. - The AITO M6, a new model from AITO, is designed to target the market segment dominated by Model Y and Li L6, offering both pure electric and range-extended versions [19]. - XPeng's GX model aims to leverage L4-level autonomous driving technology, featuring advanced specifications and a focus on high-end market penetration [26]. - The Wey V9X, as a new model from Great Wall Motors, is positioned to compete with other large SUVs in the market, although pricing details are yet to be announced [31]. - The Volvo ES90, a pure electric sedan, is part of Volvo's accelerated electrification strategy, sharing technology with the EX90 and focusing on safety, range, and intelligence [44]. - The Zeekr 8X performance version emphasizes extreme performance and rapid charging capabilities, set to compete with the Xiaomi YU7 GT [49].

近日，上海市经信委召开《上海市支持先进制造业转型升级三年行动方案（2026—2028年）》（下 称《行动方案》）政策宣贯会。 《行动方案》明确，到2028年，新增年产值10亿元以上制造业企业100家，累计超过600家，带动产 业链新增规上工业企业500家，规上制造业企业研发费用占营收比重显著提升。《行动方案》自2026年1 月1日起实施，有效期至2028年12月31日。 四大行动17条举措夯实产业根基 二是创新攻关强基行动。支持企业加大基础研究投入力度，根据投入力度分档给予一次性财政补 助。鼓励企业设立研发中心和开放式创新平台，与高校院所共享科研基础设施。对研发费用连续高增长 企业，研究给予一次性奖励。 聚焦关键环节关键技术，加速攻关突破。支持企业聚焦激光制造、新型能源等前沿技术开展基础研 究。聚焦集成电路、高端装备等重点产业链和产业链关键环节开展核心技术和重点技术攻关。 三是能级质效跃升行动。在技术改造方面，推动企业开展生产、研发、设计、服务、品牌全流程改 造升级，对技术改造给予财政资金支持。支持化工园区外存量化工企业在符合条件的情况下，开展项目 建设。支持企业用未分配利润扩大生产和开展技术改造。 在数智转 ...

Core Viewpoint - CATL and Changan Automobile have jointly unveiled their first sodium-ion mass-produced passenger vehicle, set to launch mid-year, highlighting the sodium battery's low-temperature performance in harsh winter conditions [2][3]. Group 1: Product Launch and Features - The sodium-ion battery maintains over 90% capacity at -40°C and can discharge stably at -50°C, with an energy density of up to 175Wh/kg [3]. - The sodium battery's energy density is lower compared to lithium batteries, which range from 250-300Wh/kg for ternary lithium and 150-200Wh/kg for lithium iron phosphate [3]. - The sodium battery industry has faced slow development due to the lack of a complete supply chain and reliance on lithium battery production lines [3]. Group 2: Market Implications and Strategic Partnerships - The collaboration between CATL and Changan, a major player in the automotive industry, is expected to accelerate the adoption of sodium batteries in passenger vehicles [4]. - Changan's various brands, including Avita and Deep Blue, will incorporate CATL's sodium batteries, indicating a strategic push towards this new technology [4]. - The initial vehicle showcased at the launch was disguised, leading to speculation about its branding, but it was identified as an Oshan 520 [4]. Group 3: Consumer Acceptance and Cost Considerations - Consumer acceptance of sodium batteries is still uncertain, and Changan is cautious about using its main brands for initial launches [5]. - The cost of sodium batteries remains a concern, currently around 0.45 yuan/Wh, compared to lithium iron phosphate's cost of 0.340-0.410 yuan/Wh [5]. - Despite current challenges, sodium batteries have significant long-term market potential in various applications beyond vehicles, such as energy storage and starting batteries [5]. Group 4: Future Outlook and Industry Standards - CATL views sodium and lithium batteries as complementary technologies that can enhance the overall electric vehicle ecosystem [6]. - The sodium battery sector is entering a new phase with the implementation of standards for energy storage applications, marking a shift towards industrialization [6]. - By 2026, CATL plans to scale up sodium battery applications across multiple sectors, including energy storage and electric vehicles [6].

Macro Dynamics - China has officially outlined the cultivation of three types of data circulation service institutions to support the "Artificial Intelligence+" initiative, which includes data exchanges, data circulation service platform enterprises, and data merchants, each with distinct roles [2] - As of the end of January, China's foreign exchange reserves stood at $339.91 billion, reflecting a month-on-month increase of 1.23% [4][5] Financial Institutions - Xu Yiding, a member of the Party Committee and Vice President of the Agricultural Development Bank of China, is under investigation for serious violations of discipline and law [7] Market Data - The Dow Jones Industrial Average closed above 50,000 points for the first time, rising 2.47% and marking a weekly increase of 2.5%. Nvidia saw a nearly 8% increase, adding $325 billion to its market capitalization [8] - The Nasdaq China Golden Dragon Index rose by 3.71%, with notable gains in popular Chinese concept stocks such as NIO, Li Auto, and Baidu [9] Company Dynamics - Pop Mart's founder Wang Ning announced that LABUBU's global sales exceeded 100 million units last year, with total product sales surpassing 400 million units across over 100 countries and regions [11] - The CEO of Duzhimi Technology, Yu Hao, revealed that the total bonus pool for year-end bonuses will reach a scale of 1 billion, with the highest individual bonuses potentially reaching 20 months' worth of salary [12]

2月6日，欣旺达动力微信公众号发布《关于欣旺达动力与威睿达成和解的声明》，正文如下： 关于欣旺达动力与威睿达成和解的声明 尊敬的社会各界朋友： 此前，"威睿电动汽车技术（宁波）有限公司"与"欣旺达动力科技股份有限公司"因合同执行纠纷引发诉讼，双方经充分沟通与友好协商 已达成和解，我司特发布声明如下： 欣旺达动力始终与合作伙伴一道，将用户利益置于首位，全力配合和保障相关产品与服务的连续性及稳定性。此次双方签订和解协议， 妥善解决业务纠纷，既最大程度保护消费者利益，又符合行业健康发展大局。我们将携手广大合作伙伴，共同构建互融互通的产业生 态，为新能源产业链的稳健成长贡献力量。感谢社会各界及媒体朋友的关注与监督。 特此声明。 欣旺达动力科技股份有限公司 2026年2月6日 ■ 品牌加盟 快手号 长按识别 i ● 徐工摘冠，三一/重汽/解放拼前二，1月新能源牵引车销量超1.5万辆增167%！| 头条 ● 销量增80%迎开门红 多细分市场大涨 1月福田欧曼为何这么强？ ● 西非市场再进一步！解放J6L首次批量交付多哥 ● 三一和TA 中标！ ● 豪掷10.6亿元！1208辆纯电客车大单谁能拿下？| 头条 ...