3月交付數據明顯反彈 新能源汽車行業內需修復+出口高增 富途牛牛

3月交付數據明顯反彈 新能源汽車行業內需修復+出口高增 news.futunn.com

据媒体报道，从生产线到市场端，租赁正成为机器人“智”入大众生活的“第一桥梁”。“青岛、北京、南京……今年3月份，它们‘出差’了近20次。”在济南预见未来机器人6S中心，店长魏自耀指着身后数台人形机器人说，今年，各景区的机器人“浓度”不断提升，租赁市场愈发火爆。 万联证券研报指出，当前人形机器人产业正处于从技术突破迈向规模化商业化的破晓时刻。供给端，特斯拉、宇树科技、智元机器人稳步推进量产节奏；需求端，人口老龄化与劳动力成本攀升形成长期驱动。同时随着政策与资本合力助推，AI大模型持续为机器人注入灵魂，人形机器人有望形成一个新兴产业，逐渐从B端走向C端，未来市场空间广阔。 据财联社主题库显示，相关上市公司中： 均胜电子 依托汽车电子与机器人技术同源优势，加快推进人形机器人领域布局，围绕“大脑、小脑及关键部件”开展技术攻关，并在控制器、能源管理及关键硬件等环节形成系统化产品方案。 ‌ 五洲新春 已经研发成功机器人全系列轴承产品，配套中大力德、深圳德镁、纽氏达特、极亚精机、来福谐波等机器人减速器制造企业。

《科创板日报》4月2日讯 今日科创板早报主要内容有：李强在四川调研时强调，着力推进新型电网建设；中国人民银行等四部门联合召开科技金融工作交流推进会；韩国3月份半导体出口额同比猛增151.4%。 《科创板日报》主播小K为您播报。 市场动态 李强在四川调研时强调 着力推进新型电网建设 中共中央政治局常委、国务院总理李强3月30日至4月1日在四川调研。他强调，要深入贯彻落实习近平总书记关于绿色发展和建设能源强国的重要论述，实施好能源安全新战略，坚持创新引领，发挥资源禀赋优势，持续扩大绿电供给，着力推进新型电网建设，加快能源结构调整优化，为经济社会高质量发展提供有力支撑。 中国人民银行等四部门联合召开科技金融工作交流推进会 3月31日，中国人民银行、科技部、金融监管总局、中国证监会联合召开科技金融工作交流推进会。会议强调，发挥好科技创新和技术改造再贷款、金融资产投资公司股权投资试点、并购贷款、债券市场“科技板”等政策作用，推动金融资源更加精准投向科技创新领域。 亿万富翁马斯克旗下的SpaceX公司已秘密提交IPO文件 消息称，亿万富翁埃隆·马斯克的太空探索技术公司（SpaceX）已秘密提交首次公开募股申请（IPO）。此次申请使其有望在6月份挂牌上市，这将使SpaceX成为可能出现的“三巨头超级IPO”中的首家——抢在OpenAI和Anthropic PBC之前。据知情人士透露，SpaceX在IPO中寻求的估值可能超过1.75万亿美元。SpaceX 的一位代表尚未对此事作出回应。根据3月25日的报道，参与筹备工作的顾问预计，SpaceX公司在IPO中或拟募资超750亿美元，高于此前报道的500亿美元预估。 韩国3月份半导体出口额同比猛增151.4% 韩国产业通商部发布的“3月进出口动向”资料显示，3月韩国出口额同比增加48.3%，为861.3亿美元，创下单月最高纪录。其中，半导体出口额同比猛增151.4%，首次突破300亿美元关口，为328.3亿美元。 公司面面观 宇树科技、中科宇航被抽中首发企业现场检查 中证协于昨日公布关于2026年第二批首发企业现场检查抽查名单，随机抽取结果为宇树科技、中科宇航，2家IPO分别由中信证券、国泰海通证券保荐。审核进程显示，宇树科技于今年3月20日被受理，中科宇航于3月31日被受理，2家均为科创板IPO。 拉普拉斯回应“中标特斯拉光伏项目第二...

Japan could get a boost in its push for a next-generation fighter jet if Canada joins a multinational consortium backing the aircraft’s development, as Tokyo aims to narrow the gap with China’s fast-modernising air force. The Canadian government said it intended to take part in the Global Combat Air Programme (GCAP), currently involving Japan, the United Kingdom and Italy, the Asahi newspaper reported on Tuesday. Japan is planning to replace its ageing F-2 fleet with a sixth-generation stealth...

机构认为，4月是A股年报和一季报密集披露期，业绩驱动或成为主导行情分化的核心力量。 ►►国务院总理李强3月30日至4月1日在四川调研。他强调，要实施好能源安全新战略，坚持创新引领，发挥资源禀赋优势，持续扩大绿电供给，着力推进新型电网建设，加快能源结构调整优化，为经济社会高质量发展提供有力支撑。 ►►中国人民银行、科技部、金融监管总局、中国证监会联合召开科技金融工作交流推进会。会议强调，有关部门、机构要聚力成势，持续完善科技金融工作机制，扎实推进全年各项重点工作。继续加强有关部门、地方政府、金融机构等各方协同互动，扩大信息共享，加快建设技术要素市场，提高金融资源配置效率。增强科技金融服务专业能力，丰富适应高新技术领域特点的金融产品。发挥好科技创新和技术改造再贷款、金融资产投资公司股权投资试点、并购贷款、债券市场“科技板”等政策作用，推动金融资源更加精准投向科技创新领域。 ►►国家发展改革委、商务部、财政部近期将开展今年第二批中央冻猪肉储备收储，并要求各地同步收储，更好发挥储备调节作用。下一步，国家发展改革委等部门将继续密切跟踪生猪市场动态，加大收储力度，强化产能综合调控，引导养殖场户合理安排生产经营，促进市场平稳运行。 ►►工业和信息化部发布《2025年5G工厂典型应用实践》，共遴选出100个技术先进、标杆引领的5G工厂典型应用实践，覆盖原材料工业、装备工业、消费品工业、电子信息、能源交通等重要行业领域。据了解，这100个应用实践项目的5G网络覆盖率超过99%，现场装备联网率和无线设备5G联网率都超过97%。数据显示，百家5G工厂平均产能增加24.7%，平均运营成本降低18.4%，平均产品质量提升20.5%，有效推动制造业提质增效、绿色发展。 ►►4月1日，北京第四波科技智库联合中关村天成创新研究中心发布《中国脑机接口商业化前瞻报告》。报告认为，在产业政策支持、技术突破和市场需求凸显三种因素叠加推动下，脑机接口技术有望进入大规模商业化落地“黄金窗口期”，2026年成为脑机接口规模化应用元年。 ►►4月1日，多家新能源车企交出的成绩单显示，头部阵营的分水岭重新来到了“3万辆”大关。零跑汽车重回5万辆大关，理想重回4万大关，蔚来集团和深蓝也都站上3万，市场呈现出“强者恒强”且增长斜率陡峭化的新特征。3月市场的强势反弹，与多重因素叠加有关。一方面，2月春节假期造成的低基数效...

A striking phenomenon is emerging from China as the Middle East conflict presses on: technically skilled civilians are volunteering their expertise online to help Iran counter US military might, without seeking payment or official backing. The trend was vividly illustrated on March 14, when a detailed tutorial on taking down America’s F-35 appeared on Chinese social media and went viral. Created by the account “Laohu Talks World” and subtitled in Persian, the video meticulously explained how...

格隆汇4月2日｜智谱发布首个原生多模态Coding基座模型GLM-5V-Turbo。该模型最大突破在于深度融合视觉与编程能力，能够原生处理文本、图片、视频等多模态信息，同时擅长编程、长程规划、操作执行等复杂任务。GLM-5V-Turbo在多模态Coding、Agent等核心基准上取得领先表现，引入视觉能力的同时，纯文本编程与推理能力保持了同等水准。并且深度Claude Code与龙虾场景，让OpenClaw龙虾具备了真正的视觉能力，能看懂屏幕上的信息。目前该模型已通过智谱MaaS平台开放接入。

春天來臨，祁連山區的青海、甘肅牧民陸續從租用的冬季牧場返回山地牧場。數百年來，牧民順應季節變化與自然和諧相處，實行輪牧，讓牧場植物得以恢復再生，同時確保牲畜有足夠食物。 ▌ 新冬季策略：租農田過冬 草原恢復期增 近年區內出現新冬季策略：牧民將牲畜遷移到河西走廊的農業區，以收穫後的農作物秸稈為食。在租用農田放牧五個月後，每年春天返回山地牧場，讓天然草原獲得恢復期。 農田租用為牧民和農民帶來雙贏。對牧民而言，豐富的農作物秸稈提供充足冬季飼料，提高繁殖效率；對農民來說，出租農田帶來收入，節省清理秸稈成本，動物糞便同時肥沃土壤。 藏族牧民尕蔓草在張掖農村租田放牧五個月後，最近返回山區家園，欣喜發現草原狀況良好：「如果不下去租田放牧，羊會把這些草都吃光，土壤水分就會流失，地面就會乾旱。」 ▌ 祁連山生態改善：植被覆蓋率升至78% 吸引遊客 通過租地放牧，祁連山草原植被覆蓋率從72.4%升至78.2%，平均草高從16.8厘米增至19厘米。生態改善吸引越來越多遊客到訪山區，為當地牧民帶來文化旅遊發展新希望。 ▌ 新疆萬駱駝產羔 駝羔穿棉衣保暖 對新疆的駱駝而言，春天也是生命開始的季節。阿勒泰地區福海縣13,000隻母駱駝開始產羔。為確保新生駝羔在低溫中存活，牧民為牠們穿上保暖棉衣。牧民哈拉馬提·葉爾波拉提解釋：「給駝羔穿棉襖是為了防寒，應對季節轉換的降溫。我們還建了專門的護理區，給母駱駝營養飼料，讓駝羔能喝到足夠奶水。」 福海縣目前飼養39,000隻駱駝，產羔季節持續至5月初。為進一步提高存活率，獸醫技術人員每月為新生駝羔進行健康檢查。

Watch Tesla First-Quarter EV Sales Miss Estimates as Slump Deepens bloomberg.com

格隆汇4月2日｜据上海链家数据，今年3月上海全市二手房成交量达到3.1万套，不仅同比去年3月增长6%，更较今年1月大幅增长37%。

这两天，因为在世界超级摩托车锦标赛（WSBK）葡萄牙站热血夺冠， “张雪机车”迅速走进大众视野。 当人们赞叹于一个乡村修车铺学徒20年执着追梦，打破欧洲和日本品牌长达数十年的垄断地位，征服世界顶级赛道的时候，激情澎湃的“飞驰人生”背后其实远不只是一个人的励志故事，更是整个中国摩托车产业链的价值重构。 总台央广中国之声记者 柴华：在媒体采访中张雪讲到，只要是车上的零件，只要有图纸，中国100%能做得出来，而且绝对不比欧美日差。这样的底气来自他的创业热土——重庆摩托车产业集群的发展。长期以来，重庆在摩托车整车、发动机及零部件领域形成了高度集中的供应链网络， 拥有全国最完整的摩托车配套体系，产量占到全国三分之一以上。 有数据显示，其成规模的摩托车配套企业超过400家，本地配套率超过90%。 其中，上游零部件企业的集中，使得一个新设计需要特殊零件时，别的地方要几周甚至几个月才能完成的小批量试制，在这里几天就能完成。这就让创业者试错的成本大幅下降，也意味着更多创新的可能。同时，整车厂商们在这里实现了一种既充分竞争又互相合作的生态，为整个产业的发展打下坚实的环境基础。 更重要的是，产业集聚也聚拢了人才。在重庆，一个摩托车工程师在职业生涯里可能会跨越多家企业、贯穿产业链上下游。开放的人才流动环境，让一个点位上的新知识、新技术可以更快地传递到市场的每个角落，张雪本人也是在这片网络里完成了自己和团队的蜕变。从这个角度上看，他的一鸣惊人背后正是“中国制造”提供了强大的物质基础。 当然，张雪的成功代表了技术流派稳扎稳打的“厚积薄发”，更凸显了脚踏实地走技术创新之路的终极价值。往回看20年，中国的摩托车产业最早也是以成本优势切入、以出口为导向建立起规模的。低价、代工等标签长期贴在我们这个摩托车生产大国身上。 执着于技术、研发、创新的张雪成为摩托车产业转型升级的生动注脚。 我们对于这样的产业逻辑应该并不陌生，深圳的电子产业、长三角的机器人产业、义乌的小商品、诸暨的袜业、佛山的家具……在中国制造转型升级的道路上，有众多的产业集群也各自拥有自己的“张雪”。他们像一颗颗闪耀的星，让我们看到“中国制造”正从“成规模”发展为“有技术”，从“善模仿”成长到“争创新”，更从“做产品”跨步迈向“塑品牌”。 一朝站上世界顶级赛事领奖台，张雪的追梦故事远没有终结，而他身后的“中国制造”也将陪伴更多的“张雪”尽情...

格隆汇4月2日｜黄金在早盘上涨，因市场寄望美伊冲突能早日结束，这或将导致油价下跌和通胀放缓。现货黄金上涨0.5%，至每盎司4,782.49美元。澳新银行研究部的分析师在一份研究报告中称，这些希望已促使交易员减少押注央行会为抑制冲突所引发的通胀风险而加息。这些分析师补充说：“他们转而关注该冲突对经济增长的（负面）影响。“

In this article GSAT AMZN Follow your favorite stocks CREATE FREE ACCOUNT Globalstar Chairman and CEO Jay Monroe rings the opening bell at the New York Stock Exchange, April 21, 2014. Brendan McDermid | Reuters Shares of Globalstar jumped more than 15% in extended trading on Wednesday after the Financial Times reported Amazon is in talks to acquire the satellite communications company, citing people familiar with the matter. The companies were still negotiating over some of the complexities of a deal following lengthy talks, the Times reported. One of the complicating factors is that Apple took a 20% stake in Globalstar in 2024, according to the FT, as part of a $1.5 billion investment to boost the company's constellation and ground infrastructure. Amazon declined to comment. Representatives from Globalstar didn't immediately respond to a request for comment. A deal with Globalstar could bolster Amazon Leo , the company's nascent internet-from-space service. Amazon has launched about 200 satellites in low Earth orbit since last April , and it's aiming to roll out commercial service later this year. The company intends to build out a constellation of roughly 7,700 satellites , though it has faced delays in its satellite deployment milestones. Amazon in January asked the Federal Communications Commission for more time to meet a deadline that requires it to launch roughly 1,600 satellites by July 2026. Amazon is vying to compete with SpaceX's Starlink , which has a significant head start with more than 10,000 satellites in orbit and over 9 million users. Bloomberg reported last October that Globalstar was exploring a potential sale and held early discussions with Elon Musk's SpaceX. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

格隆汇4月2日｜霍尔木兹海峡的船只通行量依然稀少，周二及周三早间仅观测到12艘船通过该水道。所有船只似乎都沿着海峡内伊朗岛屿之间的北侧航线航行。船舶追踪数据显示，周二上午以来通过霍尔木兹海峡的船只中，有六艘受到美国制裁。其余六艘似乎与伊朗有关联，其中包括几艘示意此前向这个波斯湾国家运送食品的散货船。追踪信号显示，随着德黑兰方面加强对霍尔木兹海峡的控制，所有船只均沿着伊朗拉热克岛与格什姆岛之间的一条狭窄北侧航道航行。

This Day in History: Apple Inc. is established WTVY

SlavkoSereda/iStock via Getty Images Crude oil futures closed lower in a volatile session Wednesday ahead of President Trump’s televised address on the Iran war at 9 p.m. ET. Trump has signaled he wants to end the conflict in 2-3 weeks, even as the vital Strait of Hormuz chokepoint remains largely closed to shipping. Trump posted earlier Wednesday that Iran's president has asked the U.S. for a ceasefire, which he would consider only after the strait is no longer blocked , and Iranian state media said the foreign ministry called the statement false. Market participants are betting the president would not allow ⁠oil supply disruptions caused by the war to extend into mid-May, when U.S. gasoline demand is typically at its strongest, SEB ​analysts said in a note. "The risk to U.S. gasoline prices, consumer sentiment, and ultimately the November midterm elections makes a prolonged conflict politically costly," SEB said. This week, U.S. ​gasoline prices rose above $4/gal on average for the first time in more than three years. Analysts believe energy flows through the Strait ‌of Hormuz ⁠would be slow to return to pre-war levels even if a ceasefire is announced. "Odds appear to lean in the direction of a U.S. Iranian war exit but... the status of the Strait of Hormuz remains highly uncertain and much deserving of some geo-risk premium even if global oil supplies slowly begin to loosen," Ritterbusch and Associates said in a note. OPEC said crude oil production of its members plunged by 7.5M bbl/ day in March from the ​previous month, as producers ⁠were forced to cut output because storage is full. Front-month Nymex crude ( CL1:COM ) for May delivery closed down 1.2% to $100.12/bbl, and has dipped below $99 after hours, while front-month Brent crude ( CO1:COM ) for June delivery finished down 2.7% to $101.16/bbl. U.S. natural gas futures ( NG1:COM ) fell for a third straight session, with the front-month Nymex May contract closing down 2.2% to $2.819/MMBtu, its lowest settlem...

格隆汇4月2日｜华西证券研报表示，中长期来看，"OPC模式"的成熟将直接利好AI视频工具SaaS、算力租赁平台，以及具备IP储备和分发渠道的短剧平台。当下AI应用发展迅速，叠加文娱消费回暖，建议关注以下投资机会：1、港股互联网龙头：促消费稳就业，凸显社会价值；2、游戏行业：政策激励提振内需，科技赋能强化产品竞争力，出海布局增长空间广阔；3、电影及文旅产业：消费政策促进院线复苏，刺激改善型消费需求释放。

A leveraged fund targeting SK Hynix Inc. has drawn the most inflows among its peers this year, highlighting persistent bets on the South Korean AI chipmaker’s fortunes following a steep selloff. The Hong Kong‑listed CSOP SK Hynix Daily 2x Leveraged ETF , a single-stock exchange-traded fund that seeks to deliver two times the shares’ daily performance, has attracted nearly $1.6 billion in fresh demand in 2026, surpassing products tied to US tech heavyweights such as Tesla Inc. and Microsoft Corp. Inflows have accelerated since the Iran war triggered sharp swings in SK Hynix, suggesting robust appetite among retail investors that favor such leveraged trading tools. The wagers also signal enduring optimism about the chipmaker’s pivotal role in the AI supply chain. “Investor enthusiasm for SK Hynix appears driven by its valuation edge, with a lower PE multiple making it look cheaper than US memory peers,” said Gary Tan , a fund manager at Allspring Global Investments. “As a global memory leader, that relative positioning has fueled strong inflows into these leveraged ETFs even amid geopolitical tensions.” SK Hynix, which produces advanced high-bandwidth memory chips used in AI processors, is trading at 4.4 times forward earnings, versus 18 times for the Philadelphia Stock Exchange Semiconductor Index. The crowded trade in chipmaker stocks has whipsawed in recent months, initially plagued by concerns over excessive spending plans and stretched valuations. Then came the Middle East conflict, which triggered a rout due to concerns over surging energy costs and higher interest rates, while Google’s TurboQuant technique added further pressure as the development may reduce demand for certain types of storage. Read More: Leveraged Bets on SK Hynix, Samsung Seen Shaking Korea’s Market The ETF’s assets have swollen to $2.5 billion since its October launch. In a sign of the product’s growing popularity, Korean money managers are reportedly on track to launch the country’s first l...

Leveraged SK Hynix ETF Tops Global Inflows Over Tesla, Microsoft Bloomberg.com

格隆汇4月2日｜华泰证券研报称，霍尔木兹海峡管控逾月，石油断供引发亚洲石化产业链普遍降负，成本抬升及供给收紧推动产品价格普涨。国际柴油及航煤价差大涨，乙烯、丙烯链因需求不足顺价受阻，芳烃链则根据产品需求韧性不同表现分化。亚洲各国因石油战略储备水平及替代能源差异而面临不同风险，中国供应链断裂风险相对较低。与此同时，行业资本开支收缩与碳双控将推动供给格局优化，此次断供有望加速亚洲石化行业格局优化。伴随后续局势不确定性下降，下游补库需求释放，有望带动化工品盈利改善。长期来看，此次事件将加速我国能源自主可控的战略步伐，预计现代煤化工、绿氢、新能源等石油需求替代路线的发展进程有望加速，从而逐步降低对进口油气的依赖。

The wheat complex was under pressure on Wednesday, as money was coming off the table. Chicago SRW futures fell back 9 ½ to 18 3/4 cents on the session. KC HRW futures were 12 ¼ to 21 ¾ cents in the red on Wednesday. MPLS spring wheat was down 8...

Lean hog futures turned higher into Wednesday’s close, as contracts were up 12 to 55 cents. USDA’s national base hog price was reported at $90.17 on Wednesday afternoon, down 41 cents from the day prior. The CME Lean Hog Index was down another 28 cents on March 30 at $90.48....

Live cattle futures saw 40 cents to $1.07 gains Wednesday. Cash trade has yet to get kicked off this week, as last week settled in at $234-235 sales and $238 late in the south. The Wednesday morning Fed Cattle exchange showed no sales on the 1,016 head offered, with limited...

Cotton futures rallied from early weakness on Wednesday to close with gains of 15 to 81 points. The US dollar index was $0.354 lower at $99.405. Crude Oil closed the day down $2.51 after a post from President Trump suggested Iran is looking for a ceasefire. He is expected to...

Soybeans saw contracts facing some weakness on Wednesday, down fractionally to 3 cents at the close. The cmdtyView national average Cash Bean price was up 4 ¼ cents at $10.99 1/2. Soymeal futures were up $1.50 to $2.40, with Soy Oil futures 100 to 177 points lower. Crude Oil closed...

Corn futures closed 5-6 cents off the early session lows on Wednesday, as contracts still settled 2 ¾ to 3 ½ cents lower, with some deferred higher. The CmdtyView national average Cash Corn price was up 3/4 cent at $4.15 3/4. Crude Oil closed the day down $2.51 after a...

当地时间4月1日，伊朗最高领袖穆杰塔巴·哈梅内伊就当天的伊朗伊斯兰共和国日暨“自然日”发表书面致辞，呼吁伊朗人民植树，缅怀在美以伊冲突中的死难者。他称此举象征着发展、希望以及伊朗人民对敌人的回应。4月1日是伊朗伊斯兰共和国日。今年的4月2日同时也是伊朗的另一公共假日“自然日”。(央视军事)

格隆汇4月2日｜日本至3月27日当周外资买进日债 -26463亿日元，前值5118亿日元。日本至3月27日当周买进外国股票 1406亿日元，前值由312亿日元修正为303亿日元。日本至3月27日当周外资买进日股 -44481亿日元，前值由-25097亿日元修正为-25110亿日元。日本至3月27日当周买进外国债券 -9454亿日元，前值由-6353亿日元修正为-6351亿日元。

Nurul Amin Shah, 56, who was visually impaired, was left outside Buffalo Tim Hortons on cold night and later died Authorities have ruled that the death of Nurul Amin Shah, a 56-year-old Rohingya refugee from Myanmar who was left by immigration agents at a restaurant in Buffalo, was a homicide . Shah, who was visually impaired, died on 24 February, five days after US Border Patrol agents dropped him off in the parking lot of a Tim Hortons on a cold winter night without notifying his family or attorney. Continue reading...