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欣旺达：第一季度净利润1.14亿元，同比下降70.49%

36氪获悉，欣旺达公告，2026年第一季度营收为161.16亿元，同比增长31.14%；净利润为1.14亿元，同比下降70.49%。

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歌尔股份：第一季度净利润5.03亿元，同比增长7.28%

36氪获悉，歌尔股份公告，2026年第一季度实现营业收入186.59亿元，同比增长14.44%；归属于上市公司股东的净利润为5.03亿元，同比增长7.28%。

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途牛：自驾游成为途牛用户五一假期境内游的主流方式之一

36氪获悉，途牛发布《2026五一旅游消费趋势报告》。数据显示，自驾游成为途牛用户五一假期境内游的主流方式之一，截至目前预订出游人次同比增长超30%。上海、广州、北京、三亚、杭州、成都、南京、珠海、青岛、长沙等城市是途牛用户境内自驾游目的地的热门选择。

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中国铝业：第一季度净利润55.27亿元，同比增长56.35%

36氪获悉，中国铝业公告，2026年第一季度营收为584.94亿元，同比增长4.85%；净利润为55.27亿元，同比增长56.35%。

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冠豪高新：第一季度净利润1.8亿元，同比增长27725.76%

36氪获悉，冠豪高新公告，2026年第一季度营收为17.24亿元，同比增长10.74%；净利润为1.8亿元，同比增长27725.76%。

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好未来：2026财年净收入30.09亿美元

36氪获悉，好未来教育公布其截至2026年2月28日的2026财年第四季度和全年未经审计财务报告。财报显示，第四季度净收入为8.02亿美元，上年同期净收入为6.10亿美元；净利润2.55亿美元，上年同期净利润为701.2万美元。2026财年净收入30.09亿美元，上年同期净收入为

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中国电信：第一季度净利润73.5亿元，同比下降17.08%

36氪获悉，中国电信公告，2026年第一季度营业收入1313.94亿元，同比下降2.32%；净利润73.5亿元，同比下降17.08%。

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ThinkPad发布AI主机，可一键部署“龙虾”、较云主机三年总成本可节省48%

4月22日，ThinkPad 2026新品暨天禧AI生态发布现场，ThinkPad首席思考官王忠推出全新AI边缘设备——联想AI主机。王忠表示，AI使用模式正从“使用AI”转向“拥有AI”。 ThinkPad联想AI主机包括面向轻量级AI需求的ThinkCentre Mini，可

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国电南自：第一季度净利润4205.41万元，同比增长41.10%

36氪获悉，国电南自公告，2026年第一季度实现营业收入16.34亿元，同比下降11.89%；归属于上市公司股东的净利润4205.41万元，同比增长41.10%。

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蓝科高新：第一季度净利润1230.02万元，同比增长89.69%

36氪获悉，蓝科高新公告，2026年第一季度实现营业收入1.18亿元，同比下降8.90%；归属于上市公司股东的净利润1230.02万元，同比增长89.69%。

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汇顶科技：第一季度净利润1.17亿元，同比下降40.01%

36氪获悉，汇顶科技公告，2026年第一季度营收9.69亿元，同比下降8.95%；归属于上市公司股东的净利润1.17亿元，同比下降40.01%。

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本田汽车业务将于2026年底退出韩国市场

据报道，本田汽车业务将于2026年底退出韩国市场，但仍将继续在韩国销售摩托车。（第一财经）

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工信部：一季度移动互联网累计流量达1044亿GB，同比增长19.1%

36氪获悉，工信部发布2026年一季度通信业经济运行情况。移动互联网流量较快增长，3月DOU值创新高。一季度，移动互联网累计流量达1044亿GB，同比增长19.1%。截至3月末，移动互联网用户数达16.23亿户，比上年末净增1348万户。3月当月户均移动互联网接入流量（DOU）达

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中船汉光回应业绩下滑：原材料涨价对成本有一定影响，向下游传导涨价有难度

2026年一季度，中船汉光共实现营业收入约2.88亿元，同比下降2%；实现净利润约2564.21万元，同比下降1.36%。经营活动产生的现金流量净额约748.22万元，同比下降43.26%。对于业绩变动的原因，中船汉光称，公司是中船旗下三级子公司，主要是做墨粉、打印复印设备等办公

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雷诺集团一季度营收125.3亿欧元，同比增长7.3%

雷诺集团宣布，2026年第一季度集团营收达125.3亿欧元，较2025年第一季度增长7.3%，按固定汇率计算，增长8.8%；其中汽车业务营收108.07亿欧元，较2025年第一季度增长6.5%，按固定汇率计算，增长8.0%。雷诺集团确认2026年财务目标：集团营业利润率5.5%，

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雀巢集团一季度销售额213亿瑞士法郎，同比下降5.7%

4月23日，雀巢集团发布的财报显示，2026年第一季度，集团财报销售额为213亿瑞士法郎，同比下降5.7%。有机增长率为3.5%，其中婴幼儿配方奶粉召回事件带来约-90个基点的影响。其中，大中华区有机增长率为-10.6%，其中实际内部增长率为-10.4%，定价贡献率为-0.2%，

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特斯拉：第三代人形机器人预计年中亮相，7-8月启动正式投产

36氪获悉，特斯拉发文透露，特斯拉第三代人形机器人预计年中亮相，2026年7-8月启动正式投产，产品测试稳步推进，预计明年投入外部场景应用。

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中信证券：中国创新药产业有望迎来管线潜力的验证与价值提升

36氪获悉，中信证券研报称，2026年ASCO大会日程于4月21日正式公布，将于5月29日至6月2日在美国芝加哥盛大召开。作为全球最重磅的肿瘤学术盛会之一，海内外多家MNC与创新药公司管线数据迎来密集读出，其中来自中国的研究数量再创新高：共有94项原创性研究成果入选口头发言环节，

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华泰证券：2026北京车展将启幕，建议关注自主品牌高端车型

36氪获悉，华泰证券研报称，第十九届北京国际汽车展览会将于2026年4月24日—5月3日举办。根据官方统计，本次车展展车总数达1451台（其中全球首发车型181台、概念车71台），展出面积38万平方米，不仅规模跃居全球车展首位，新车数量也远超上届车展（参展车型294款，全新车型1

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