本周秦港价格周环比下降，产地大同价格周环比下降。港口动力煤：截至2月20日，秦皇岛港动力煤(Q5500)山西产市场价 723 元/吨，周环比下跌 20 元/吨。产地动力煤：截至2月21日，陕西榆林动力块煤（Q6000）坑口价 625 元/吨，周环比下跌 60.0 元/吨；内蒙古东胜大块精煤车板价（Q5500）514 元/吨，周环比下跌 61.0 元/吨；大同南郊粘煤坑口价(含税)（Q5500）568 元/吨，周环比下跌 28 元/吨。国际动力煤离岸价：截至2月20日，纽卡斯尔 NEWC5500 大卡动力煤 FOB 现货价格 89.8 美元/吨，周环比持平；ARA6000 大卡动力煤现货价 95.6 美元/吨，周环比上涨 1.0 美元/吨；理查兹港动力煤 FOB 现货价 79.3 美元/吨，周环比下跌 0.3 美元/吨。

本周汽车板块跑赢大盘：本周 A 股中信汽车一级行业（+3.5%）跑赢沪深 300 （+1.0%），在 30 个中信一级行业中排名第 5 位。关注 2 月节后车市自然回暖：根据乘联会初步数据统计，2/1-2/16 国内乘用车零售销量同比+11%/环比-28%至 58.1 万辆，新能源乘用车零售销量同比+79%/环比-17%至 26.3 万辆（新能源渗透率约 45.27%）。2/1-2/16 国内乘用车批发销量同比+65%/环比-40%至 58.8 万辆，新能源乘用车批发销量同比+109%/环比-34%至 25.8 万辆（新能源渗透率约 43.88%）。

2025年是汽车智能化拐点之年，开启3年周期推动国内电动化渗透率实现50%-80%+的跃升，整车格局迎来新的重塑阶段。头部智能驾驶主机厂/方案供应商逐渐实现全开城的城市NOA落地体验，不断完善内部路、环岛、掉头等困难场景，加强Corner Case的处理能力，提升乘客与安全员的驾驶体验。

2 月 20 日，鸿蒙智行尊界技术发布会举行。尊界 S800 将首发上车多项新技术，包括途灵龙行平台、天使座主动安全防护、华为星河通信、鸿蒙 ALPS 座舱 2.0.、华为车语系统 2.0、华为巨鲸电池 2.0 等，其中前三项属于尊界 S800 首发，将实现从被动智能到自主智能的全新跃迁。

当前，人工智能技术范式变革和全球数智化的加速转型为算力基础设施业务提供了新的成长动能，也为我国信创产业提供了新的发展方向。从1993年中软推出第一代基于UNIX为底层的国产Linux操作系统“COSIX1.0”，到2013年浪潮天梭K1小型机系统上市，再到飞腾、鲲鹏等芯片技术逐渐成熟，麒麟操作系统、达梦数据库党政和金融领域被广泛引用，我国自主安全的信息技术不断突破创新,逐步与国际先进水平接轨。

The multi-layer ceramic capacitor (MLCC) market size is estimated at USD 12.41 billion in 2022. It is expected to reach USD 17.44 billion by 2028, growing at a CAGR of 5.72% during the forecast period (2023-2028). The multilayer ceramic capacitor (MLCC) market is growing due to upward demand from the automobile industry, amplifying the adoption of electric-powered vehicles, and the improvement of 5G technology. Multilayer ceramic capacitor (MLCC) is one of the most extensively used passive aspects in communications, consumer electronics, automotive, military, and other industries.

A mobile diesel heater is a type of heating device that uses diesel fuel to produce heat. They are used in a variety of settings, including automotive repair shops and construction sites. They are also used in warehouses and outdoor events. In addition, they are used in camping and other situations where temporary or additional heating is needed.

Modular fabrication refers to a construction method where building components or modules are prefabricated off-site in a controlled factory environment and then transported to the construction site for assembly. Modular fabrication is widely used in building single-family homes, apartments, and housing developments. Hotels, resorts, and temporary accommodation structures utilize modular fabrication for faster construction and the ability to create custom designs meeting the specific needs of the hospitality sector.

Modular mining systems refer to highly adaptable and dynamic mining management solutions that employ modular software and hardware components to optimize and streamline mining operations. These systems encompass a broad range of technologies, including autonomous equipment, real-time monitoring, fleet management, and data analytics, all of which are designed to enhance operational efficiency, safety, and productivity in the mining industry.

Mold release coatings are specialized chemical formulations applied to mold surfaces to prevent materials from adhering to them during the manufacturing process