机构持仓方面，截止2025年9月30日，慧翰股份十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股63.23万股，相比上期增加38.13万股。南方中证1000ETF（512100）位居第十大流通股 东，持股28.69万股，相比上期减少5700.00股。华夏中证1000ETF（159845）、西部利得事件驱动股票A （671030）、广发中证1000ETF（560010）退出十大流通股东之列。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 资料显示，慧翰微电子股份有限公司位于福建省福州市马尾区江滨东大道116号综合楼1#7楼，成立日期 2008年7月11日，上市日期2024年9月11日，公司主营业务涉及主要从事车联网智能终端、物联网智能模 组的研发、生产和销售,同时为客户提供软件和技术服务。主营业务收入构成为：车联网智能终端 74.71%，物联网智能模组18.17%，软件及服务7.00%，其他(补充)0.12%。 截至9月 ...

博泰车联(02889)发布公告，为推动"科技+金融+汽车+服务"深度融合发展，公司与中国平安财产保险股 份有限公司("平安财险")于2026年1月31日订立框架合作协议，双方将通过"AI+车联网技术+ 保险服 务"的深度融合创新，打破汽车产业与金融保险产业的行业边界，实现从"基础服务"向"个性化、全场景 赋能"的跨越式升级，重构智慧出行保险生态，引领智慧出行时代的保险服务变革与用户体验升级。 2月13日，恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果，其中博泰车联(02889) 获纳入恒生综合指数。变动将于2026年3月6日(星期五)收市后实施并于2026年3月9日(星期一)起生效， 届时沪深交易所会相应调整港股通可投资标的范围。据中金研报，博泰车联有可能被调入港股通，因其 满足了包括市值、流动性和上市时间等在内的一系列标准。 ...

Group 1 - The Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series as of December 31, 2025, with Botai Car Union (02889) being included in the Hang Seng Composite Index [1] - The changes will be implemented after the market closes on March 6, 2026, and will take effect on March 9, 2026, leading to adjustments in the eligible stocks for the Hong Kong Stock Connect [1] - According to a report by CICC, Botai Car Union is likely to be included in the Hong Kong Stock Connect due to meeting various criteria, including market capitalization, liquidity, and listing time [1] Group 2 - Botai Car Union announced a framework cooperation agreement with Ping An Property & Casualty Insurance Company on January 31, 2026, aimed at promoting the deep integration of "technology + finance + automotive + services" [1] - The collaboration will leverage "AI + Internet of Vehicles technology + insurance services" to innovate and break down the boundaries between the automotive and financial insurance industries [1] - The goal is to achieve a leap from "basic services" to "personalized, full-scenario empowerment," reconstructing the smart travel insurance ecosystem and leading the transformation of insurance services and user experience in the era of smart travel [1]

Group 1 - Tianmai Technology's stock price fell by 1.16% to 52.75 yuan per share, with a total market capitalization of 3.589 billion yuan, and a cumulative decline of 5.11% over the past four days [1] - The company, founded on April 13, 2004, specializes in providing comprehensive solutions for urban public transport operations, management, and services based on vehicle networking technology [1] - The main revenue components of Tianmai Technology include: intelligent scheduling system (49.34%), software products and others (29.67%), vehicle remote monitoring system (9.77%), intelligent bus cash collection system (7.28%), taxi operation supervision system (2.87%), and new energy charging monitoring system (1.07%) [1] Group 2 - Among the top ten circulating shareholders, Dachen Fund's Dachen Zhongzheng 360 Internet + Index A (002236) entered the list in the third quarter, holding 406,800 shares, accounting for 0.78% of circulating shares [2] - The fund has experienced a year-to-date return of 11.75% and a one-year return of 41.78%, ranking 559 out of 5569 and 1364 out of 4295 in its category, respectively [2] - The fund manager, Xia Gao, has a tenure of 11 years and 71 days, with the fund's total asset size at 2.142 billion yuan and a best return of 266.84% during his tenure [2]

Core Viewpoint - Wanma Technology (300698.SZ) has launched an advanced connected solution for L4 autonomous driving through its wholly-owned subsidiary, Youka Technology, positioning itself as a leading third-party vehicle networking service provider in China [1] Group 1: Company Developments - Youka Technology has developed a high-level connected solution that meets the core needs of the autonomous driving sector, including Robotaxi and Robovan applications [1] - The company has established partnerships with several autonomous driving manufacturers, including Baidu Apollo, Hello, Cao Cao Mobility, Jiushi, and Zhixingzhe [1] - In 2026, the company plans to continue technical discussions and business connections with potential partners in the autonomous driving field to expand its collaborative ecosystem and support steady business growth [1]

Core Viewpoint - The article highlights the progress of the "Vehicle-Road-Cloud Integration" pilot project in Wuxi, which serves as a model for similar initiatives across the country [1] Group 1: Project Overview - Wuxi is recognized as the "first city of the Internet of Vehicles" in China, showcasing the dynamic data and visuals from the "Vehicle-Road-Cloud Integration" innovation operation center [1] - The city has implemented networked upgrades for over 3,000 traffic signals and more than 26,000 traffic signs, enhancing the connectivity of its transportation infrastructure [1] Group 2: National Implications - As one of the first pilot cities for "Vehicle-Road-Cloud Integration," Wuxi aims to provide a reference model for nationwide implementation and development [1]

Core Viewpoint - Huihan Co., Ltd. has shown significant trading activity with a notable increase in financing and a slight decrease in shareholder numbers, indicating potential investor interest and market dynamics [1][2]. Financing Summary - On February 9, Huihan Co., Ltd. recorded a financing buy-in amount of 18.16 million yuan, with a net financing purchase of 5.80 million yuan, indicating strong investor interest [1]. - The total financing balance reached 363 million yuan, accounting for 8.94% of the circulating market value, which is above the 80th percentile of the past year [1]. - The company also experienced a high level of short selling, with a short selling balance of 91.19 million yuan, exceeding the 90th percentile of the past year [1]. Business Performance Summary - As of September 30, 2025, Huihan Co., Ltd. reported a revenue of 677 million yuan, a year-on-year decrease of 7.85%, while the net profit attributable to shareholders increased by 0.75% to 136 million yuan [2]. - The company's main business segments include vehicle networking smart terminals (74.71% of revenue), IoT smart modules (18.17%), and software and services (7.00%) [1]. Shareholder and Institutional Holdings Summary - The number of shareholders decreased by 21.83% to 11,400, while the average circulating shares per person increased by 57.82% to 2,827 shares [2]. - As of September 30, 2025, Hong Kong Central Clearing Limited was the sixth-largest circulating shareholder, increasing its holdings by 38,130 shares to 632,300 shares [3].

消息面上，博泰车联近日宣布，与平安财险订立框架合作协议，双方将通过"AI+车联网技术+保险服 务"的深度融合创新，打破汽车产业与金融保险产业的行业边界，实现从"基础服务"向"个性化、全场景 赋能"的跨越式升级，重构智慧出行保险生态，引领智慧出行时代的保险服务变革与用户体验升级。 值得注意的是，依托其在智能座舱、大模型及具身智能等前沿领域的深厚积累，博泰车联正加速推动技 术成果向商业化场景转化。2025年10月，公司与人工智能领军企业商汤科技达成全面战略合作，聚焦 AI大模型在智能座舱中的深度应用，并同步布局人形机器人与舱驾一体等未来赛道，彰显其向高阶智 能出行生态跃迁的决心。 博泰车联 分时图 日K线 周K线 月K线 280.00 10.20 3.78% 4.37% 2.92% 1.46% 0.00% 1.46% 2.92% 4.37% 258.00 261.93 265.87 269.80 273.73 277.67 281.60 09:30 10:30 12:00/13:00 14:00 16:10 0 733 1467 2200 博泰车联(02899)午后涨超4%，高见282港元，再创上市新高。截至发稿 ...

Core Viewpoint - Botai Carlink (02899) has seen a significant increase in stock price, reaching a new high of 282 HKD, driven by a strategic partnership with Ping An Insurance to innovate insurance services through AI and connected vehicle technology [1] Group 1: Company Developments - Botai Carlink's stock rose over 4% in the afternoon session, with a trading volume of 10.42 million HKD [1] - The company announced a framework cooperation agreement with Ping An Insurance, aiming to integrate AI, connected vehicle technology, and insurance services to enhance user experience and transform the insurance ecosystem [1] Group 2: Technological Advancements - Botai Carlink is accelerating the commercialization of its technological achievements in smart cockpits, large models, and embodied intelligence [1] - A comprehensive strategic partnership was established with SenseTime in October 2025, focusing on the deep application of AI large models in smart cockpits and exploring future avenues such as humanoid robots and integrated cockpit-driving systems [1]

□ 本报记者马薇整理 二是努力推动太湖水质根本好转。认真抓好中央巡视反馈问题整改，高标准开展新一轮太湖治理，深化 湖岸同治、流域共治，扎实做好清淤、控源、截污等各项工作，确保太湖无锡水域水质稳定达到Ⅲ类。 同时以太湖治理为牵引，协同推进降碳、减污、扩绿、增长，以"人文家的心、艺术家的眼、科学家的 智"规划建设城市，做好生态"+品牌""+文旅""+消费"等文章，于青山绿水间打造人口、人力、人才、人 气同步增长的高品质宜居城市。 三是努力推动全体人民共同富裕。坚持在发展中保障和改善民生，坚持投资于物和投资于人紧密结合， 进一步健全与人口变化相适应的公共资源配置机制、国企牵头的微利型社会公用事业发展模式，探索集 团化办学、医联体建设、医养结合、老幼共托、科技助残等新路径，解决好群众普遍关心的学校学位、 医院床位、就业岗位等问题，统筹推进高品质生活、高效能治理、高水平安全，加快建设人民满意的共 同富裕幸福美好城市。 总之，无锡将按照省两会的部署要求，树立和践行"为人民出政绩、以实干出政绩"的正确政绩观，聚力 聚焦，狠抓落实，努力为全省发展大局作出新的更大贡献。 2026年是"十五五"开局之年，无锡将继续把深入贯彻习近 ...