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燃料电池

4,147.565

-88.696-2.09%

涨家数：4

跌家数：1

平家数：3

市盈率：- -

高：4,272.823

开：4,238.759

低：4,095.294

收：4,236.262

数据加载中...

【中信建投：智驾平权背景下智驾渗透率将快速提升车载电子元件需求有望爆发】中信建投研报指出，2025年2月10日，比亚迪在其智驾发布会展示了智驾系统研发和商业成果，其2025年高阶智驾将向10万元甚至7万元车型下沉，该战略将使得同行业车企跟进，带来全行业的智驾下沉。根据亿欧智库，2024年L2+（高速NOA）渗透率达到8%，L2+（城市NOA）则为0%，预计到2030年L2+（高速NOA）和L2+（城市NOA）的渗透率分别达到55%、25%。智驾平权背景下，智驾渗透率将快速提升，对应地，激光雷达、摄像头、算力芯片、域控制器等环节将迎来出货量增长和配置升级机会，车载电子元件需求有望爆发。

比亚迪“小伙伴” 冲击港股IPO！

中国基金报

千亿投研智驾，比亚迪迈向下一个万亿市值

21世纪经济报道

上海电气和南方电网助力国家新型电力系统建设

上海电气集团股...

输血不足、造血乏力，2025“哪咤汽车们”还有翻身秘籍吗？

潍柴动力举办投资者关系活动探讨天然气重卡业务与大缸径发动机应用

瀚川智能：公司生产的全自动高速传输线束生产设备，服务于比亚迪的业务需求

比亚迪股份(01211)出现大手买入2.55万股，成交价$397.8，涉资1.014千万

阿斯达克财经

上海电气盘中异动股价大跌5.14%

沸腾了！蔚来大涨11%！理想、小鹏、比亚迪等全部涨了发生了什么？

潍柴动力盘中异动急速上涨3.23%报15.960港元

港股开盘无方向恒指轻微低开0.02% 比亚迪股份涨4.87%

上海电气与广东能源集团签战略协议冀加强数字化转型等领域合作

阿斯达克财经

有方科技：模组供给tier1厂商后供给比亚迪等汽车厂商并用在车载前装T-box或充电装置

潍柴动力：公司发电用产品产能准备充分，交付效率高

潍柴动力：数据中心是高端应用市场之一，价值量高，盈利性强

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18:31","pubTimestamp":1740652266,"startTime":"0","endTime":"0","summary":"新能源汽车市场已然化作一个风云激荡、瞬息万变的残酷战场。2023年伊始，哪咤汽车宣布了自己的“高光时刻”——2022年夺得造车新势力的“销冠”，2022年1-12月哪咤汽车累计销量高达15.21万辆，同比暴增118%，实现连续29个月的同比增长，成为首个年销量突破15万台的汽车新势力。直到2022年，相关补贴全面退出。但是，哪咤等一众造车新势力却没有那么幸运，于2024年6月份递交上市申请的合众新能源汽车公司，目前已显示“申报”失效。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/251828","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU0417516738.SGD","LU0211977185.USD","81211","BK1588","SG9999015945.SGD","BK1594","BK4099","LU0593848301.USD","LU1861219969.SGD","LU0516423174.USD","SG9999015978.USD","LU0856984785.SGD","LU0449509016.USD","LU2097828474.EUR","LU0289960550.SGD","LU0588546209.SGD","BK1522","BK4526","LU0348805143.USD","LU2476274308.USD","LU0516422440.USD","LU2097828714.EUR","LU0531970944.HKD","LU1868837565.USD","002594","LU2249611893.SGD","BK1119","LU1861214812.USD","LU2348774022.SGD","BK4585","LU0979878070.USD","SG9999006514.SGD","EVS.SI","LU2097828557.USD","LU2360107325.USD","BK1582","LU2153592121.USD","SG9999006597.SGD","LU0516422952.EUR","HYDD.SI","LU1242518857.USD","BYDDY","LU2778985437.USD","LU2097828805.USD","LU0289739343.SGD","BK1540"],"gpt_icon":1},{"id":"2514887901","title":"潍柴动力举办投资者关系活动 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17:57","pubTimestamp":1740650275,"startTime":"0","endTime":"0","summary":"2月27日，潍柴动力（000338/02338）发布公告，近期公司举办了一场投资者关系活动，时间为2025年2月26日。此次活动吸引了多家投资机构的参与，主要讨论了公司的天然气重卡发动机业务及大缸径发动机在数据中心的应用情况。在天然气重卡业务方面，根据第一商用车网的数据，2025年1月份我国天然气重卡销量同比增长20.5%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202502273331778181.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1808992512.USD","SG9999014674.SGD","BK1522","BK1171","SG9999006597.SGD","02338","IE0034224299.USD"],"gpt_icon":0},{"id":"2514824648","title":"瀚川智能：公司生产的全自动高速传输线束生产设备，服务于比亚迪的业务需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2514824648","media":"互动易","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514824648?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 16:15","pubTimestamp":1740644106,"startTime":"0","endTime":"0","summary":"有投资者向瀚川智能提问， 请问公司是否有为比亚迪高阶智驾系统“天神之眼”提供直接或间接的服务？公司回答表示，尊敬的投资者您好！公司生产的全自动高速传输线束生产设备，服务于比亚迪的业务需求。感谢您的关注！","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250227162656a2560540&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:25","pubTimestamp":1740637500,"startTime":"0","endTime":"0","summary":"[大手成交]比亚迪股份(01211)在下午02:25出现大手买入，成交量为2.55万，成交价为港币$397.8，涉资1.014千万。至目前为止，股价升1.898%，今日最高价为$408.8，而最低价为$386.8，总成交量为1.445千万股，总成交金额港币$57.496亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145550868_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145550868_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2502279223/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0417516738.SGD","LU0211977185.USD","81211","LU0052750758.USD","BK1610","SG9999015945.SGD","BK1594","LU1868837722.USD","LU0516423091.SGD","LU0823426308.USD","LU0307460666.USD","SG9999015978.USD","LU0856984785.SGD","LU0449509016.USD","LU0254981946.USD","LU0214875030.USD","LU0359201612.USD","BK1539","SG9999015952.SGD","BK1522","LU0143863198.USD","LU2476274308.USD","LU0516422440.USD","LU1242518931.SGD","LU0823426480.USD","002594","LU1868837565.USD","LU2249611893.SGD","BK1119","IE00BD6J9T35.USD","LU1861214812.USD","LU0819123356.HKD","SG9999014674.SGD","LU2348774022.SGD","SG9999002463.SGD","LU0979878070.USD","LU0708995583.HKD","LU0175139822.USD","LU2097828557.USD","LU0359202008.SGD","SG9999006597.SGD","LU0516422952.EUR","LU0516422366.SGD","HYDD.SI","BYDDY","LU2097828805.USD","LU0289739343.SGD","LU2097828631.EUR","BK1540","01211"],"gpt_icon":0},{"id":"2514984988","title":"上海电气盘中异动 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11:08","pubTimestamp":1740625687,"startTime":"0","endTime":"0","summary":"2月27日早盘，港股蔚来、小鹏、理想、吉利、比亚迪等中国汽车企业全线上涨。截至发稿，蔚来涨超11%，小鹏涨超7%，吉利汽车涨超4%。昨夜美股，蔚小理等也纷纷大涨，涨幅均超过10%。消息面上，近期多家车企公布新车消息。小鹏CEO何小鹏宣布，新款小鹏G6将于2月28日正式亮相。此外，何小鹏表示，公司计划在2025年推出准L3和L3自动驾驶，相关技术架构能复用至人形机器人的脚、手结构，并且公司有信心成为中国最早量产L3机器人的企业之一。理想方面，2月25日，理想公布旗下首款纯电SUV i8的外观造型信息。（文章来源：每日经济新闻）","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202502271108229631f443&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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港股开盘无方向，恒指轻微低开0.02%，国企指数高开0.03%，恒生科技指数高开0.17%。周大福创建高开4.18%，公司发布公告，截至2024年12月31日止六个月，公司股东应占溢利为11.58亿元，同比增长14.75%。每股基本盈利0.29元。董事会建议宣派2025财政年度的中期普通股息每股0.30元及特别股息每股0.30元。期内，收入121.10亿元，同比跌13.37%。经调整EBITDA35.57亿元，同比跌5%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202502270932119631d3ac&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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 冀加强数字化转型等领域合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2514890245","media":"阿斯达克财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514890245?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 08:28","pubTimestamp":1740616080,"startTime":"0","endTime":"0","summary":"在上海电气集团董事长吴磊与广东能源集团董事长张帆的共同见证下，上海电气和广东能源集团昨日(26日)正式签署战略合作协议。吴磊表示，期待双方继续携手并进，在产业整合、数字化转型以及“走出去”战略实施等方面加强合作，为加快构建现代能源体系贡献国企力量。张帆表示，期待双方深化对接，加强技术交流，携手探索新型合作模式，发挥各自专长，实现互利共赢，协同推进能源保障与绿色转型。(ta/da)AASTOCKS新闻","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240910104319067_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240910104319067_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1420574&catg=4&source=AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK0188","BK0005","BK0259","BK1205","BK1546","601727","BK0035","BK0012","BK0184","BK0201","BK1594","BK1522","02727","BK0028","BK0196","159945"],"gpt_icon":0},{"id":"2514876068","title":"有方科技：模组供给tier1厂商后供给比亚迪等汽车厂商并用在车载前装T-box或充电装置","url":"https://stock-news.laohu8.com/highlight/detail?id=2514876068","media":"互动易","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514876068?lang=zh_cn&edition=fundamental","pubTime":"2025-02-26 18:09","pubTimestamp":1740564540,"startTime":"0","endTime":"0","summary":"有投资者向有方科技提问， 请问公司无线通信模组有在比亚迪上使用吗？公司的无线通信模组和车端路端的整机设备可应用在智驾领域吗？谢谢！公司回答表示，投资者您好！公司的模组供给tier1厂商后供给比亚迪等汽车厂商并用在车载前装T-box或充电装置。智能驾驶目前有车路云一体化协同（政府主导）和单车智能驾驶（车企主导）等路径，公司在该领域根据不同客户需求提供模组或者终端。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250226181517a254b3da&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:48","pubTimestamp":1740556080,"startTime":"0","endTime":"0","summary":"产能储备是否充足？近年来，公司持续加大产品研发投入，产品技术性能水平居行业前列，全力开拓国内外数据中心高端市场，产品销量逐年提升。同时，公司发电用产品产能准备充分，交付效率高。未来公司将抢抓全球数据中心市场需求增长机遇，凭借产品性能及交付优势，推动数据中心相关产品销量持续上涨。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250226155535abdd7e60&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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董秘您好，潍柴动力年报未单独列出发电机组收入，而潍柴重机明确披露发电机组营收6亿元。这是否说明数据中心等高端发电机组的整机生产由潍柴动力主导，而潍柴重机专注于中低功率段？贵司年报未单独披露发电机组业务收入，但公开信息显示大缸径发动机已批量应用于数据中心备用电源。这是否意味着数据中心发电机组的整机总成由贵司完成，而潍柴重机仅参与传统场景的集成环节？公司回答表示，潍柴动力主要生产销售发电用发动机产品，其中数据中心是高端应用市场之一，价值量高，盈利性强。但因公司旗下业务板块多元，该业务业绩占比暂未达到单独披露标准，所以未进行单独披露，敬请谅解。感谢您对公司的关注！","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250226155642a254871f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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