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2026出海人必备的一站式地图
3 6 Ke· 2026-02-27 10:56
当全球产业系统重构,当数智浪潮席卷而来,中国企业出海的航图正在被重新绘制。 这不仅仅是一次市场的转移,而是一场关于"中国能力"的全球迁徙。 五大核心市场,谁又是你的应许之地? 在这份《2026一站式出海地图》中,我们不仅标注了坐标风口,更解析了航行逻辑: 从"卖货"到"建生态",从"走出去"到"扎进去"。 2026,让我们在一起,跨越山海,共赴全球。 01 行业篇:从"中国制造"到"全球品牌"的战略升维 (一)泛娱乐出海:告别国内模式海外复制,转向AI赋能与文化共融 从新能源汽车的欧洲腹地突围,到AI短剧的北美文化破圈; 从新茶饮的东南亚街巷烟火,到Labubu点燃全球消费热情。 跨境电商、泛互联网、人工智能、新能源,四大热门赛道百舸争流。 北美、欧洲、东南亚、中东、拉美… 2026年,泛娱乐出海的核心驱动力已从单纯的商业模式输出转向"AI+文化"的深度赋能。以短剧和漫剧为例,国内市场2025年规模已达677.9亿元,同比增 长34.4%,而海外市场增速更加迅猛,规模预计达210.7亿美元,增长145.7%。随着可灵等AI视频模型的成熟,漫剧凭借低成本、高产能和强视觉冲击力, 正接棒成为内容增量的主力军。在区 ...
2.27犀牛财经早报:IDC预计全球智能手机市场今年将萎缩13%
Xi Niu Cai Jing· 2026-02-27 01:31
为促进外汇市场发展,支持企业管理好汇率风险,中国人民银行决定自2026年3月2日起,将远期售汇业 务的外汇风险准备金率从20%下调至0。下一步,中国人民银行将继续引导金融机构优化对企业汇率避 险服务,保持人民币汇率在合理均衡水平上的基本稳定。(中国人民银行) 开年A股并购重组逾500起 硬科技赛道活跃度居前 2026年,A股并购重组市场延续高景气态势,呈现量质齐升、政策红利集中释放、产业筑基、控制权变 更活跃等特征,成为推动上市公司高质量发展和培育新质生产力的关键路径。截至2月25日,上市公司 年初以来首次披露的并购重组交易达507起,同比增加33起;合计金额约1300亿元。其中,重大资产重 组案例20起,与去年同期持平,交易规模整体保持稳健。硬科技领域持续成为并购重组主战场,市场结 构不断优化。分板块看,主板并购数量仍占主导,占比58.3%,但同比下降超7个百分点,体现传统行 业并购从规模扩张向精益整合转型;双创板块(创业板+科创板)占比提升至近38.9%,同比增加7个百 分点,半导体、人工智能、生物医药等硬科技细分领域活跃度突出;北交所占比2.77%,以"专精特 新"定位提供差异化补充。(人民财讯) 20 ...
8点1氪丨玛莎拉蒂母公司全年净亏损1800亿元人民币;男童发育不良新药引爆股价,长春高新回应;德国总理默茨参访宇树科技
3 6 Ke· 2026-02-27 00:11
今日热点导览 德国总理默茨参访宇树科技 魅族被曝大量欠款成坏账 特斯拉中国官宣5年0息方案 携程集团总裁、董事双双辞职 微信上线新功能:同一文件多聊转发不重复占存储 TOP3大新闻 巨亏1800亿元,玛莎拉蒂母公司业绩爆雷 全球第四大汽车制造商Stellantis在2025年经历了一场代价沉重的战略转身。该公司2月26日发布的财报 显示,全年净亏损高达223亿欧元(以当前汇率计算约为1802亿人民币),这主要源于下半年启动业务 重组产生的254亿欧元非常规费用。尽管全年数据承压,但下半年运营已出现回暖信号,营收恢复增 长,现金流状况较上半年大幅改善。这家拥有Jeep、玛莎拉蒂、标致、雪铁龙等14个品牌的汽车巨头, 在2025年净营收录得1535亿欧元,同比微降2%。该公司解释称,外汇因素影响及上半年新车价格下降 是影响营收的主要原因。 此外,2025年全球车企销量排行最终尘埃落定。丰田、大众、现代汽车、通用汽车依旧占据前四;凭借 去年下半年11%的同比增幅,Stellantis集团以逾540万辆的销量继续位居全球第五;中国车企则有比亚 迪、上汽集团和吉利控股三家上榜,且排名均有所提升;而去年进入榜单的日产汽车 ...
Aeva(AEVA) - 2025 Q4 - Earnings Call Transcript
2026-02-26 23:02
Aeva Technologies (NYSE:AEVA) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAndrew Fung - Senior Director of Investor Relations and Corporate DevelopmentColin Rusch - Managing Director and Head of Sustainable Growth and Resource Optimization ResearchJoe Moore - Managing DirectorMatthew Paciulli - Equity Research AssociateSaurabh Sinha - CFOSoroush Salehian - Co-Founder and CEOConference Call ParticipantsRichard Shannon - Senior Research AnalystSuji Desilva - Managing Director and S ...
Netflix declines to raise offer for Warner Bros
Reuters· 2026-02-26 22:51
Group 1 - Netflix has decided not to increase its offer for Warner Bros Discovery after the latter's board deemed Paramount Skydance's latest proposal as a "Superior Proposal" [1] - The decision comes amid ongoing competition in the streaming industry, highlighting the challenges Netflix faces in securing mergers and acquisitions [1] - Warner Bros Discovery's board's assessment indicates a shift in the competitive landscape, potentially impacting Netflix's strategic positioning [1] Group 2 - The news reflects broader trends in the media and entertainment sector, where companies are actively seeking advantageous merger agreements to enhance their market presence [1] - The situation underscores the importance of strategic evaluations in corporate mergers, as companies weigh offers against competitive proposals [1] - This development may influence investor sentiment regarding Netflix's growth strategy and its ability to adapt to changing market dynamics [1]
Stellantis Posts Massive 2025 Loss Amid EV Strategy Reset and Writedowns
Financial Modeling Prep· 2026-02-26 22:35
Core Insights - Stellantis NV reported a significant net loss of €20.1 billion for the second half of 2025, primarily due to charges related to its electric vehicle strategy reset [1] - The company experienced an adjusted operating income of negative €1.38 billion during the same period, with net revenues increasing by 10% [1] Financial Performance - Total automotive adjusted EBIT showed a loss of €169 million, contrasting with consensus expectations of a €721 million profit [2] - For the full year 2025, Stellantis recorded a net loss of €22.3 billion, with an adjusted operating loss of €842 million, compared to an adjusted operating profit of €8.65 billion in 2024, resulting in an adjusted operating margin of negative 0.5% [4] Writedowns and Future Outlook - Stellantis booked €25.4 billion in writedowns during 2025, attributed to overestimating the pace of the energy transition and vehicle quality issues linked to previous cost-cutting measures [2] - The writedowns include approximately €6.5 billion in expected cash outflows over four years starting in 2026 [3] - The company reiterated its 2026 outlook, expecting mid-single-digit percentage growth in net revenues and a low-single-digit adjusted operating margin, with industrial free cash flow anticipated to turn positive in 2027 [3] Dividend Policy - Stellantis confirmed that it will not pay a dividend for the current year [3]
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Stellantis N.V. - STLA
Prnewswire· 2026-02-26 20:18
On this news, Stellantis's stock price fell $2.26 per share, or 23.69%, to close at $7.28 per share on February 6, 2026. Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomeran ...
Stellantis reports first annual loss since 2021 as it retreats from EV targets
Proactiveinvestors NA· 2026-02-26 17:17
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
巨亏223亿欧元!欧宝母公司Stellantis深陷电动化转型泥潭
Xin Lang Cai Jing· 2026-02-26 15:36
汽车行业寒风凛冽,作为欧宝母公司、全球多品牌汽车巨头的Stellantis对此感受尤深。美国政策转向叠 加产品质量问题,让这家汽车集团不得不一次性计提巨额减值,全年业绩出现惊人亏损。 来源:市场资讯 (来源:DOLC) 在战略层面,Stellantis正在收缩部分电动车型布局,重新加大对燃油车和混合动力车型的投入,同时重 组生产体系和供应链结构。美国总统特朗普此前取消了电动车补贴,并调整了排放法规,使整个行业的 电动化进程放缓。不仅Stellantis,通用汽车和福特等美国汽车巨头也因电动化战略而计提了数十亿美元 的减值损失。 Stellantis集团旗下品牌众多,除欧宝外,还包括菲亚特、标致、克莱斯勒、阿尔法·罗密欧和Jeep等知名 品牌。如今,在全球汽车产业深度变革与政策不确定性加剧的背景下,这家跨国车企正面临艰难抉择。 计提巨额减值 全年净亏223亿欧元 Stellantis在阿姆斯特丹公布财报称,由于对电动车战略进行大规模减值,公司去年录得高达223亿欧元 的净亏损。此前集团已披露,受美国政府调整电动车政策及由此带来的市场需求疲软影响,公司在核心 市场美国不得不进行大额资产减记。全年减值总额最终达到2 ...
US stock market crashes big: Why Dow, Nasdaq, S&P 500 in deep red today? Nvidia stock crashes, Gold and Silver prices also sink
The Economic Times· 2026-02-26 15:34
US stock market crashes today: Wall Street turned sharply lower today as the US stock market crash narrative gained traction across trading desks. The The sell-off is broad but not uniform. AI heavyweights like NVIDIA Corporation fell 3.50% to $188.71 on heavy volume of 91 million shares. Meanwhile, speculative names such as Eos Energy Enterprises plunged nearly 40%. At the same time, surged 22%, showing that traders are rotating rather than fully exiting risk.Even as President Trump's "Drill, baby, drill" ...