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20cm速递|2025年全球储能电池出货量中国第一!创业板新能源ETF华夏(159368)同类费率最低
Mei Ri Jing Ji Xin Wen· 2026-02-06 03:02
Group 1 - The core viewpoint of the article highlights the significant growth in the global energy storage battery market, with a projected increase in shipment volumes and a strong contribution from Chinese companies [1] - In 2025, global energy storage battery shipments are expected to reach 651.5 GWh, representing a year-on-year growth of 76.2%, with Chinese companies accounting for 614.7 GWh, or 94.4% of the total [1] - The outlook for 2026 indicates that global energy storage cell shipments will continue to grow, potentially exceeding 900 GWh, driven by new energy storage installations and surging demand from data centers [1] Group 2 - The ChiNext New Energy ETF (159368) has shown a 1.54% increase, with notable gains from holdings such as Zhenyu Technology (over 6%), Hunan Youneng (over 4%), and Yiwei Lithium Energy (over 3%) [1] - The ChiNext New Energy Index encompasses various sectors within the new energy and electric vehicle industries, including batteries and photovoltaics, and is the only index on the ChiNext with a 20% daily price fluctuation limit [1] - The ETF features a low fee structure, with a combined management and custody fee of only 0.2%, and nearly 90% of its holdings are in energy storage and solid-state batteries, aligning with current market trends [1]
创业护航:“人无我有”铸硬核技术,创新发展赋能行业升级
Jiang Nan Shi Bao· 2026-02-06 03:01
在市场经济蓬勃发展与财税监管日趋精细化、智能化的双重背景下,中小企业面临的工商注册、税务合 规、跨境涉税等难题愈发复杂,不少业务成为同行避之不及的"硬骨头"。创业护航集团深耕行业二十 载,以"创业护航""上海企盈"为核心品牌,凭借覆盖全国300余个城市的服务网络、累计服务3万家客户 的深厚积淀及99%的客户满意度,依托自主研发的硬核技术体系,成为一站式企业服务领域的领军者, 尤其在攻克疑难业务、破解行业痛点上展现出同行难以企及的专业实力,为企业全生命周期发展筑牢安 全屏障。 创业护航深谙技术是突破服务瓶颈、彰显专业实力的核心引擎,投入重兵自主研发摩羲云管理系统,构 建起集CRM客户管理、BPM业务流程管控、智能财税处理、风险预警、数据可视化于一体的全模块 SaaS服务平台,彻底打破传统企业服务的人力依赖与效率瓶颈,以技术硬实力夯实靠谱口碑。该系统并 非简单的流程电子化,而是深度融合财税政策逻辑与行业服务经验,实现从票据采集到最终涉税申报的 全流程智能化处理。 面对跨境电商多平台报送、主播行业个税合规、企业出海海外涉税、注销、复杂股权架构涉税等同行普 遍难以搞定的业务,创业护航凭借自身的技术支撑与二十载行业积淀 ...
IPO审1过1丨软磁龙头主板转战创业板过会,报告期内营收波动但净利润持续增长
Sou Hu Cai Jing· 2026-02-06 02:33
Core Viewpoint - The article discusses the approval of Springlight Group's IPO application, highlighting its business performance, market position, and regulatory scrutiny regarding its financials and growth prospects. Group 1: IPO Approval and Company Background - On February 5, Springlight Group's IPO application was approved by the exchange [1] - The company initially filed for an IPO on the main board but later changed its application to the ChiNext board based on its operational status and future strategic planning [2] - Springlight Group specializes in the research, production, and sales of soft magnetic ferrite powder, with its main product accounting for over 81% of its revenue during the reporting period [7][9] Group 2: Financial Performance - Springlight Group reported fluctuating revenues but consistent net profit growth, with revenues of 1.015 billion, 930 million, and 1.077 billion yuan from 2022 to 2024, while net profits were 73.62 million, 85.14 million, and 92.76 million yuan respectively [9] - The company’s soft magnetic ferrite powder sales volume ranked first in China from 2022 to 2024, with sales figures of 76,800 tons, 82,200 tons, and 101,600 tons [8] Group 3: Regulatory Scrutiny and Cash Flow Concerns - Regulatory bodies raised concerns about the company's cash flow, noting a significant decrease in operating cash flow compared to net profit, with cash flow figures of 8.01 million, 3.14 million, and 2.86 million yuan over the reporting periods [15][16] - The increase in accounts receivable was highlighted, with balances of 250.45 million, 273.62 million, and 358.46 million yuan, indicating a rising trend [15][18] Group 4: Market Position and Growth Potential - The soft magnetic ferrite market is evolving, with demand shifting towards industrial control, energy storage, and new energy applications, suggesting growth potential for Springlight Group [12] - The company plans to raise 751 million yuan through its IPO, with 584 million yuan allocated for expanding production capacity in smart power magnetic materials [20][21] Group 5: Competitive Landscape and Risks - The company faces increasing competition in the soft magnetic materials sector, but it maintains a strong market position due to its established customer base and product differentiation [14][24] - Springlight Group's expansion plans are based on clear market demand, with a focus on maintaining high capacity utilization and addressing potential risks related to production capacity digestion [22][24]
AI概念股走低,科创创业人工智能相关ETF跌超2%
Sou Hu Cai Jing· 2026-02-06 02:17
Group 1 - AI concept stocks declined, with Kunlun Wanwei dropping over 8%, Chipone falling over 5%, and Xinyi Sheng and Zhongji Xuchuang both decreasing over 4% [1] - The AI-related ETFs in the Sci-Tech and Entrepreneurship sector fell by more than 2% due to market influences [1] Group 2 - Various AI-related ETFs showed the following price changes: - ICBC Sci-Tech Entrepreneurship AI ETF at 1.073, down 2.81% - Yongying Sci-Tech Entrepreneurship AI ETF at 1.043, down 2.52% - Huatai-PB Sci-Tech Entrepreneurship AI ETF at 1.083, down 2.52% - E Fund Sci-Tech Entrepreneurship AI ETF at 1.088, down 2.51% - Penghua Sci-Tech Entrepreneurship AI ETF at 1.052, down 2.41% - Morgan Sci-Tech Entrepreneurship AI ETF at 1.056, down 2.49% - Invesco Sci-Tech Entrepreneurship AI ETF at 1.057, down 2.40% [2] Group 3 - Analysts indicate that AI is the core driving force of a new technological revolution, with its greatest value lying in creating new possibilities rather than merely enhancing efficiency [2] - Large model technology is profoundly reshaping the global industrial landscape, with potential to bring incremental commercial value worth trillions of yuan to the financial industry, transitioning from efficiency enhancement to value creation [2] - The iterative development of large models faces challenges such as technological bottlenecks, high investment costs, and the need to balance with regulatory frameworks [2]
阿里前高管创业,要用AI重做一遍海外电商|36氪专访
3 6 Ke· 2026-02-06 01:46
Core Insights - The article discusses the innovative approach of Alvin's Club, an AI-driven e-commerce platform founded by former Alibaba executive Tang Xing, which aims to revolutionize the e-commerce industry by utilizing AI to handle over 90% of decision-making processes [1][2][3] Group 1: Business Model and Strategy - Alvin's Club is positioned as an "international version of Taobao" targeting overseas middle-class consumers, leveraging China's supply chain advantages and focusing on non-standard and long-tail products [3][5] - The platform operates on a service fee model, charging approximately 10% of the total cost of goods and shipping, avoiding traditional advertising fees [16][10] - The company aims to create a closed-loop system where AI manages the entire process from product selection to delivery, differentiating itself from traditional e-commerce platforms that primarily focus on traffic distribution and recommendations [4][11] Group 2: Technology and AI Integration - The platform employs three core models: user model, product model, and expert model, which work together to automate the understanding of user preferences and execute transactions [14] - AI is expected to significantly reduce operational costs, allowing Alvin's Club to manage millions of SKUs with just five employees, compared to traditional e-commerce platforms that require thousands [17] - The accuracy of AI in various processes is improving, with text generation being nearly flawless, while video generation still requires human intervention [13] Group 3: Market Potential and Growth - Tang predicts that the next 3-5 years will be a period of explosive growth for AI-driven e-commerce, with advancements occurring at a pace faster than that of mobile internet [7][32] - The company plans to focus on user growth through social media and content platforms rather than traditional advertising, with expectations of significant increases in monthly order volume [27][33] - Alvin's Club will initially target markets in North America, Europe, and Australia due to high AI acceptance and significant price advantages stemming from currency differences [19][20] Group 4: Competitive Landscape - The platform aims to avoid direct competition with Amazon by focusing on non-standard and long-tail products, where it can establish a differentiated advantage [5][21] - While initially seen as complementary to Amazon's strengths in standard products, the rise of AI-driven e-commerce may lead to a shift in market dynamics over time [21]
A股开盘:沪指跌0.87%、创业板指跌1.15%,中药板块、退税概念股走高,黄金、有色金属及油气板块持续回调
Jin Rong Jie· 2026-02-06 01:37
2月6日,A股三大指数集体低开,沪指下跌35.62点,跌幅0.87%报4040.30点,深成指下跌151.68点,跌 幅1.09%报13801.03点,创业板指下跌37.39点,跌幅1.15%报3222.88点,上证50下跌31.84点,跌幅 1.04%报3027.17点;A股中药(核心股)板块盘初走强,特一药业、盘龙药业双双涨停,生物谷涨超 16%,康缘药业、维康药业、陇神戎发、粤万年青等个股跟涨;退税商店板块连日走强;黄金概念(核 心股)股集体低开,湖南白银(核心股)、兴业银锡、盛达资源、白银有色跌停,豫光金铅跌超9%, 中国黄金、晓程科技等多股低开。 盘面上,市场焦点股横店影视(核心股)(6天5板)高开4.86%,并购重组的民爆光电(创业板4板) 低开1.95%、韩建河山(3板)竞价涨停、凯龙高科(创业板2板)竞价涨停,房地产(核心股)板块京 投发展(3板)平开,AI应用端的天地在线(14天7板)低开0.30%、遥望科技(4天2板)低开5.97%, 零售股茂业商业(5天3板)高开0.26%、杭州解百(2板)高开。 公司动态: 光模块放量、重大资产重组(核心股)与立案调查交织 新易盛:1.6T光模块进入持 ...
一堂AI创业课,点燃产学研创新“热链”
Xin Hua Ri Bao· 2026-02-05 23:14
"AI未必会淘汰你,但懂AI的人会。"近日,南京大学2026年春季人工智能创新创业课启动选课,迅速吸 引全校不同专业研究生的关注。 这门AI公共选修课,是南大首个不限学科背景的课程,已连续两年成为"校园爆款",去年春季吸引了来 自全校20多个学院、30多个不同专业近500名学生参与,其中主动旁听课程的学生超过300名。 这不是一门传统的AI科普课。它源自一场教育实验,由南京大学研究生院和人工智能学院携手新科技 校友会及校外产业力量共同推动。核心目标是以校园为原点,点燃一条连接教育、科技与产业的创 新"热链"。 课堂成"孵化器", 35个项目加速"出圈" 作为一名曾对代码"敬而远之"的文科生,南京大学社会医学与卫生事业管理专业研究生张碧洋还记得自 己第一次走进人工智能创新创业课课堂时的心情,"心里直打鼓"。 "但这门课魅力就在这,上来就干,期末考核是路演。"他回忆道,"这种压力逼着你从零开始,硬着头 皮也要把想法变成能拿出手的东西。" 他没想到,自己独立构思开发的AI聊天伙伴"HexTalk",一个融合了《易经》哲学、说话犀利的"数字哲 学顾问",后来竟一路"出圈",在南京首场AI黑客松大赛和苏州人工智能重点实 ...
改善人居环境,让年轻人乐意返乡创业
Xin Lang Cai Jing· 2026-02-05 22:20
盐城单翔等多位网友通过交汇点新闻客户端"我请代表捎句话"留言,提到"进一步改善农民的生活居住 环境""留住年轻人返乡创业"。省政府工作报告提出,"建设宜居宜业和美乡村"。聚焦这些关切,江苏 如何让广大农民与年轻人奔赴"向往的生活"?扫描二维码,听听省人大代表的看法。 本报记者 柏丽娟 喻婷 张苏宁 刘言 (来源:新华日报) ...
固德电材系统(苏州)股份有限公司首次公开发行股票并在创业板上市提示公告
Xin Lang Cai Jing· 2026-02-05 19:12
登录新浪财经APP 搜索【信披】查看更多考评等级 有效报价是指网下投资者的报价不低于发行人和主承销商确定的发行价格,且未作为最高报价部分被剔除,同时符合 发行人和主承销商事先确定且公告的其他条件。在初步询价期间提交有效报价的网下投资者方可且必须参与网下 申购。主承销商已聘请北京中银(南京)律师事务所对本次发行和承销进行全程见证,并将对网下投资者资质、询 价、定价、配售、资金划拨、信息披露等有关情况的合规有效性发表明确意见。 8. 投资风险提示安排:初步询价结束后,如发行人和主承销商确定的发行价格超过《发行公告》中披露的网下投资者 剔除最高报价部分后剩余报价的中位数和加权平均数以及剔除最高报价后公募基金、社保基金、养老金、年金基 金、保险资金和合格境外投资者资金报价中位数和加权平均数的孰低值,或本次发行定价对应市盈率高于同行业上 市公司二级市场平均市盈率(中证指数有限公司发布的同行业最近一个月静态平均市盈率),发行人和主承销商将在 网上申购前发布《固德电材系统(苏州)股份有限公司首次公开发行股票并在创业板上市投资风险特别公告》(以下 简称"《投资风险特别公告》"),详细说明定价合理性,提示投资者注意投资风险。 ...
北京市大学生创业板企业累计达447家
Xin Lang Cai Jing· 2026-02-05 17:12
聚焦大学生创业企业"融资难、融资贵"痛点,北京市构建了"股权+债权+专项基金"的多元化融资体系, 设立"青藤计划",重点支持创业项目从"0到1"突破,推动北京市产业引导基金投资13家大学生创业板企 业。截至目前,136家企业获得股权融资,其中40家企业融资超亿元。 (来源:劳动午报) 同时,本市打造1100平方米北京市大学生创业板示范服务基地,作为大学生创业板企业孵化培育和对外 培训宣传的窗口,实现大学生创业板实体化、可视化运营。 转自:劳动午报 本报讯(记者 张晶)近日,2025年度北京市大学生创业板(简称大创板)企业集体登陆仪式在顶佳文 化园召开,此次活动由北京市人力资源和社会保障局指导、北京股权交易中心主办。微检科技、清芯万 物、富通康影等53家新增入板企业参加敲锣授牌仪式,标志着这些企业正式登陆大创板,可享受系列政 策及资本市场服务。据了解,10年来,本市大创板企业累计达447家,注册资本超32亿元,累计融资额 超140亿元,创造就业岗位8000余个。 北京市大学生创业板2016年成立,是全国首创的区域性股权市场特色板块,重点服务于本市生物医药、 人工智能、新材料等高精尖行业领域的企业。为打造覆盖企业 ...