作为数字经济先行省，浙江春节用电中也是"科技感"十足。今年春节假期，浙江省信息传输、软件和信 息技术服务业日均用电量同比增长15.1%。其中，互联网数据服务业春节总用电量超6545.3万千瓦时， 增速达230.2%，占该行业比重达到24.4%。传统年味与科技暖意碰撞，全民AI浪潮带动算力中心始终高 负荷运行。春节期间，浙江省用电量排名前十的算力中心用电量达4763.12万千瓦时，日均用电量较去 年春节增长超53.8%。 受全球AI算力与数据中心建设需求带动，浙江省相关生产企业春节期间依旧灯火通明。作为国内少数 实现高速连接器及高速光电模组量产的企业，位于温州乐清的温州意华接插件股份有限公司核心产品海 内外订单不断，企业春节期间连续生产，车间机械臂高效运转，全力保障订单按期交付。 在衢州江山，以变压器制造为特色的国家级产业集群近150家企业开足马力赶制产品、交付订单。数据 显示，浙江省电气机械和器材制造业春节日均用电量同比增长36.52%。 一组组用电数据，记录下浙江企业争分夺秒、奋力奔跑的实干姿态，也展现出全省上下稳进提质、争先 创优的坚实底气。随着复工复产全面提速、新动能持续壮大，浙江正奋力向全年经济社会发 ...

Core Insights - The Hangzhou Municipal Government has approved new station names for Metro Line 10 and the Hangzhou-Deqing Intercity Railway, enhancing regional connectivity and industrial development [1] - Yuhang Economic Development Zone is positioned as a key industrial platform in Hangzhou, focusing on smart manufacturing and attracting various industries [3][5] Group 1: Transportation and Infrastructure - Two stations in Yuhang Economic Development Zone have been renamed to reflect their significance in regional transportation: Renhe South Station is now "Dongshanyang Station," and Renhe North Station is "Qihang Road Station" [1] - Qihang Road Station serves as the northern terminus of Metro Line 10's extension and a critical transfer hub for the Hangzhou-Deqing Intercity Railway, enhancing connectivity between Hangzhou and surrounding areas [1] Group 2: Economic Development Zone Overview - Yuhang Economic Development Zone is strategically located in the Yangtze River Delta, providing exceptional geographical advantages and access to major transportation routes [3] - The zone emphasizes smart manufacturing, focusing on new equipment, new materials, and new energy, forming a "One Smart, Three New" industrial system [5] Group 3: Innovation and Research - The zone has partnered with Zhejiang University to establish the Advanced Electrical Equipment Innovation Center, which focuses on research in new energy vehicle systems and intelligent robotics [6] - Over 570,000 square meters of incubation space are available, supporting the growth of enterprises at all stages [6] Group 4: Supportive Policies - Yuhang Economic Development Zone offers substantial support policies for attracting global resources, including equipment subsidies and R&D grants for eligible projects [7] - Specific incentives are provided for integrated circuit and robotics enterprises, promoting industry growth [7] Group 5: Comprehensive Development - The zone is advancing its development philosophy of enhancing the environment, technology, and smart manufacturing to support industrial upgrading [8] - Educational, medical, and residential amenities are being developed to support talent and enterprises, including schools and commercial complexes [8] Group 6: Future Outlook - Yuhang Economic Development Zone aims to enhance its smart manufacturing capabilities and achieve national-level economic and technological development status through continuous improvements in its ecosystem and business environment [9]

智通财经APP获悉，中金发布研报称，农历新年假期接近尾声，期间国内旅行和消费数据稳步增长。海 外方面，美国的"对等关税"和"芬太尼关税"被当地最高法院裁定违法，特朗普另推"全球进口关 税"15%。港股节后开市整体偏平淡，AI和机器人板块表现突出。综合春节假期期间的内部和外部信 息，A股节后或整体平稳，假期期间受关注度较高的增长板块尤其是AI和人形机器人板块有望成为结构 亮点。 结合产能周期位置，建议关注供需问题接近改善转折点或政策支持领域，关注化工、养殖业、新能源 等；优质高股息，中长期资金入市是长期趋势，从优质现金流、波动率及分红确定性出发，可结构性布 局高股息龙头公司；年报业绩亮点领域，例如黄金板块、受惠于AI高景气的TMT板块、非银金融等。 配置方面，中金建议近期关注多个领域，包括景气增长，AI技术领域经历3年高速发展，2026年可望逐 步进入产业应用兑现阶段，光模块、云计算基础设施层面仍有机会，但可能更偏国产方向；应用端关注 机器人、消费电子、智能驾驶等。此外，创新药、储能、固态电池等方向也正步入景气周期，出海仍是 目前较确定性的增长机会，结合出海趋势和对美敞口，建议专注于家电、工程机械、商用客车、电 ...

Core Viewpoint - The news highlights Yibin's transformation from a "liquor capital" to a hub for artificial intelligence (AI) and green energy, showcasing its advancements in technology and industry during the 2026 Spring Festival Gala [2][3][15]. Group 1: AI Industry Development - Yibin focuses on practical applications of AI rather than competing in core technologies like algorithms and chips, targeting embodied intelligent hardware, data collection, and standardized manufacturing in AI [3][12]. - The city has developed 44 industry-specific AI models, significantly improving efficiency in various sectors, including government and healthcare [12][21]. - Yibin's AI initiatives are supported by a robust talent pool from local universities and a favorable environment for data service companies, attracting over 100 AI enterprises with total investments exceeding 230 billion [22][23]. Group 2: Robotics and Intelligent Hardware - The Spring Festival Gala served as a showcase for Yibin's embodied intelligent hardware ecosystem, featuring robots like the "Panda" and "dog" produced by local companies [4][6]. - The Southwest Embodied Intelligence Training Center, established in collaboration with Beijing Galaxy General Robotics, aims to create a closed-loop capability for data collection, model training, and application [6][7]. - Yibin's manufacturing base for intelligent products is set to expand, with the first product launched recently, indicating a growing presence in the robotics market [9][20]. Group 3: Green Energy and Industrial Transformation - Yibin has successfully transitioned to a green energy hub, with significant investments in lithium batteries and solar energy, achieving a production capacity of 295 GWh for batteries and becoming a leader in the photovoltaic industry [14][15]. - The city’s green energy sector is projected to reach a scale of 1,250 billion, with a 37.5% year-on-year growth in battery production [15]. - Yibin's strategic focus on integrating AI with its existing strengths in green energy positions it uniquely in the competitive landscape [20][21]. Group 4: Economic Growth and Future Goals - Yibin's GDP is expected to surpass 4 trillion by 2024, driven by advancements in the green energy and AI sectors [23]. - The city aims to attract and cultivate large-scale data service companies and main players in embodied intelligence, targeting an output value of 100-150 billion within 3-5 years [23].

Group 1 - The "Rong Inertia" alumni investment initiative was officially launched, with the first event connecting over 100 alumni enterprises [1] - The event attracted over 100 distinguished alumni and industry investors from fields such as artificial intelligence, integrated circuits, biomedicine, and new energy [1] - Chengdu's investment promotion bureau presented the investment environment for the artificial intelligence industry, and notable alumni shared insights on topics like technology transfer and financing support [1] Group 2 - Chengdu plans to conduct a series of "1+3+N" activities this year, including a launch ceremony and specialized events focused on technology transfer and alumni enterprise discussions [2] - The initiative aims to leverage the talent resources from Chengdu's 66 universities and 152 national-level innovation platforms to enhance industrial development [1] - A new model of "alumni recommending businesses and businesses attracting businesses" is being established through the creation of a key alumni enterprise database and regular communication mechanisms [1]

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Group 1 - The 2024 Zhejiang Provincial Science and Technology Award list was announced, with Zhejiang Juhua Technology Center Co., Ltd. leading the project on "Key Preparation Technology and Application of High Molecular Weight High-Performance Perfluorosulfonic Acid Resin for New Energy," winning the first technical invention award for the city and a second prize, filling a historical gap [1] - The total number of award-winning projects led or participated by local units reached 11, setting a new record, with 7 projects led by local enterprises and institutions as the first completion units [1] - Award-winning projects cover key fields such as new materials, new energy, high-end equipment, biomedicine, modern agriculture, and power technology, reflecting the deep integration of the city's industrial layout with technological frontiers [1] Group 2 - The city emphasizes placing technological innovation at the core of overall development, proactively planning and serving in the early stages of major project research and development [2] - Competitive reward policies have been introduced, offering substantial rewards to first completion units that win national and provincial science and technology awards, with rewards of 300,000, 150,000, and 100,000 yuan for first, second, and third prizes respectively [2] - The city will continue to implement innovation-driven development strategies, optimize the innovation ecosystem, strengthen key core technology breakthroughs, accelerate the transformation of scientific and technological achievements, and promote more high-quality innovative results [2]

AI芯片及功率器件热管理大会暨展览会 2026年6月10-12日 上海新国际博览中心 01 大会信息 人工智能大模型、新能源汽车、储能系统及具身智能等新兴产业加速落地，算力密度与功率密度的同步跃 升，正将热管理推向前所未有的工程高度。一方面， AI服务器与专用芯片持续突破单芯片与单机柜功耗 上限； 此外 功率器件在新能源汽车、电力电子与储能系统中的高频、高压、高集成化应用，使系统发热 集中度与热失控风险显著上升。 在此背景下 ，本届 " AI芯片及功率器件热管理大会暨展览会 " 将聚焦高热流密度场景下的热管理系统工 程问题，围绕 高性能 导热材料、封装基板、液冷技术等方向 ， 系统性探讨 材料层面 、模块级、系统级 的关键技术路径与工程实践。 同期 "FINE2026 AI芯片及功率器件热管理 展区 " 将汇聚上下游材料、设备、产业链资源，精准对接市场 需求，全力助推液冷产业的高质量发展。 扫码报名参展参会 主题 ： 中国未来产业崛起引领全球新材料创新 时间 ： 2026年6月10-12日（6月8-9日布展） 地点 ：上海新国际博览中心 N1-N5 规模： 50,000平 ,10W+观众 02 组织机构 主办 ...

Core Insights - The latest Hurun China 500 list reveals the rankings of 500 non-state-owned enterprises in China, with a notable increase in the entry threshold to 34 billion RMB, a rise of nearly 30% compared to the previous year [1] - The list features 95 new entrants primarily from sectors such as consumer electronics, AI computing power, and new energy, while 99 companies dropped off the list, indicating a trend of fluctuation among companies [1] Group 1: Company Performance - Tencent's value reached 5.3 trillion RMB, marking a 50% increase, driven by strong performances in gaming, advertising, and fintech [2][3] - The "Shenzhen Four Sisters"—Huawei, BYD, Tencent, and China Ping An—are all in the top 10, with values of 850 billion RMB, 872 billion RMB, and 1.05 trillion RMB respectively, reflecting the resilience of Shenzhen's economy [3] - DJI, headquartered in Shenzhen, saw its value double due to its strong position in the consumer drone market and growth in overseas markets [5] Group 2: Industry Trends - The real estate sector saw a decline, with the number of listed companies dropping from 19 to 12 [1] - The Yangtze River Delta region has 161 companies in the Hurun China 500, accounting for 32% of the total, while the Guangdong-Hong Kong-Macau Greater Bay Area has 108 companies, representing 22% [4] - The report highlights that sectors such as AI computing, consumer electronics, innovative pharmaceuticals, and entertainment are key drivers of high-quality development in China's private economy [5]

一顿操作猛如虎，基金净值已更新，谁是基金中的王者，谁又垫底，请看数据： | 基金简称 PK | | | 最新净使 !! 手의则面原因人 | | | | --- | --- | --- | --- | --- | --- | | 1 | 银河核心优 ... C | 1.1329 | | 9.86% | 8 | | | 016981 | 2026-2-3 | | | | | 2 | 银河核心优 ... A | 1.1458 | | 9.86% | 8 | | | 011629 | 2026-2-3 | | | | | 3 | 银华成长智... A | 1.3371 | | 8.96% | 8 | | | 024455 | 2026-2-3 | | | | | 4 | 银华成长智 ... C | 1.3328 | | 8.96% | 27 | | | 024456 | 2026-2-3 | | | | | 5 | 广发上海金E ... C | 2.3002 | | 8.40% | 7 | | | 008987 | 2026-2-3 | | | | | 6 | 广发上海金E ... A | 2.3448 | 8.40 ...