沈开艳进一步表示，上海还应强化基础研究到技术攻关再到成果产业化、应用场景开发全链条联动，推 动"AI+制造"规模化，以张江、临港为核心，优化大科学装置与国家实验室布局。 2026年上海两会开幕在即，"高端产业引领""低空场景商业化""人工智能（AI）新业态"等成为上海市政 协委员们的聚焦热点。 2026年上海两会即将召开，委员们都有哪些建议和期待？ 上海市政协十四届四次会议将于2月2日开幕。今年是"十五五"规划开局之年，第一财经采访了解 到，"高端产业引领""低空场景商业化""人工智能（AI）新业态"等成为了上海市政协委员们的"口中热 词"。 "今年我的建言方向主要是上海（长三角）国际科创中心建设。"上海市政协委员、上海社会科学院经济 研究所所长沈开艳告诉记者，2025年中央经济工作会议提出建设上海（长三角）国际科创中心，这是中 央赋予上海的重大战略使命，对上海提出了更高要求。 对于上海应如何抓住国际科创中心优势，沈开艳建言，在高端产业引领方面，上海尤其应锚定核心赛 道，构建研发策源+区域转化的协同体系。比如，聚焦集成电路、人工智能等先导产业，以张江为核 心，联合无锡、合肥等共建集成电路全链条创新生态，攻克先 ...

出口退免税业务超36个月未申报视同内销，需缴纳增值税。 随着增值税法及实施条例从今年起施行，出口退税规则有一些变化。 近日，财政部、税务总局发布《关于出口业务增值税和消费税政策的公告》（下称《公告》），明确了 出口货物和跨境销售服务、无形资产（下称出口业务）适用增值税和消费税退（免）税、免税或者征税 政策。而为了落实这一《公告》，税务总局发布《出口业务增值税和消费税退（免）税管理办法》（下 称《管理办法》），对相关规定进行调整完善，推动出口退税申报办理更加便捷高效。 比如，增值税法实施条例第48条明确，纳税人适用退（免）税、免征增值税的出口业务，应当按照规定 期限申报；逾期未申报的，按照视同向境内销售的规定缴纳增值税。 《公告》在增值税法实施条例基础上，明确了这一规定期限是36个月，并明确计算这一时间的细则。 比如，根据《公告》，纳税人报关出口的货物（保税区及经保税区出口的货物除外）适用出口退（免） 税政策的，应当收齐有关凭证，在货物报关出口之日次月起至次年4月30日前的各增值税纳税申报期 内，向主管税务机关申报增值税、消费税退（免）税，并按规定收汇；未在次年4月30日前收汇的，应 当缴回已退（免）税款。纳税 ...

Group 1: AI Assistant Clawdbot - Clawdbot, an AI assistant, has gained significant popularity in China after its success overseas, becoming a notable AI product for 2026 [2] - The assistant can perform various tasks such as clearing inboxes, sending emails, managing calendars, and checking in for flights, all through popular messaging apps [2] - Clawdbot is a free open-source project that has attracted many developers and users, leading to rapid integration by cloud service providers like Tencent Cloud and Alibaba Cloud [2] Group 2: Domestic AI Model Releases - Several domestic AI model companies have recently updated their models, including DeepSeek's new OCR 2 model and Kimi's K2.5 model, which is touted as the company's most intelligent model to date [3] - The release of these models is seen as a sign of the industry moving towards engineering maturity, with expectations for increased competition in the AI model space leading up to the 2026 Spring Festival [3] Group 3: Google's Project Genie - Google DeepMind has launched Project Genie, an interactive world model that allows users to create virtual worlds through text prompts or image uploads [4] - This model is considered one of the most advanced in the field and is currently available to users with specific Google accounts [4] Group 4: SpaceX and xAI Merger Talks - SpaceX and xAI are reportedly in discussions for a merger, aiming for a joint IPO later this year, which could integrate various business segments under one umbrella [5] - If successful, this merger could enhance SpaceX's capabilities in the AI sector, positioning it against major competitors like Google and Meta [5] Group 5: Meta's Capital Expenditure Increase - Meta has announced a significant increase in capital expenditure for 2026, projecting it to reach between $115 billion and $135 billion, nearly double the previous year's spending [6] - This increase is primarily driven by investments in AI to enhance advertising effectiveness and support the development of its superintelligent lab [6] Group 6: Apple's Revenue and Margin Concerns - Apple reported a revenue of $143.76 billion for Q1 2026, with a 16% year-over-year growth, but anticipates that rising storage costs will impact gross margins in the upcoming quarter [7] - The increase in storage prices is attributed to high demand from AI data center construction, which has led to supply shortages [7] Group 7: Tencent's Yuanbao Social Features - Tencent's Yuanbao has begun internal testing of social features, allowing users to create groups and interact with AI within the platform [8] - This move aims to integrate social interactions into Yuanbao, leveraging AI capabilities to enhance user experience [8] Group 8: Sogou Input Method AI Integration - Sogou Input Method has announced a full AI integration with its latest version, enhancing capabilities in voice recognition, translation, and typing [9] - The AI enhancements have significantly reduced the word omission rate across various user scenarios, indicating a shift in how input methods are evolving with AI [9] Group 9: Cambricon's Profit Forecast - Cambricon has projected a revenue of 6 billion to 7 billion yuan for 2025, marking a substantial year-over-year growth of 410.87% to 496.02%, with a net profit forecast of 1.85 billion to 2.15 billion yuan [10] - The company attributes this growth to the increasing demand for computing power in the AI industry [10] Group 10: Samsung and SK Hynix Performance - Samsung Electronics reported a sales revenue of 37.1 trillion won for its memory business in Q4 2025, reflecting a 39% quarter-over-quarter increase and a 62% year-over-year increase [12] - SK Hynix also reported significant growth, with a 34% quarter-over-quarter revenue increase, reaching 32.83 trillion won, and a 68% increase in operating profit [12]

Group 1: Company Announcements - Chip导科技 will release its 2025 annual report on February 3, becoming the first listed company in the Shanghai Stock Exchange to do so [1] - *ST Huawang will disclose its annual report on February 13, while Shangwei Co. will do so on February 14 [1] Group 2: Oil Price Adjustments - The next price adjustment window for refined oil is set for February 3 at 24:00, with a calculated average price of $64.09 per barrel for the reference crude oil, indicating a change rate of 4.68% [2] - This adjustment corresponds to an increase of 190 yuan per ton for domestic gasoline and diesel prices [2] Group 3: Industry Conferences - The China Photovoltaic Industry Association will hold a seminar on February 5 in Beijing to review the development of the photovoltaic industry in 2025 and forecast the situation for 2026 [3] - A Brain-Computer Interface Developer Conference will take place in Tianjin from February 3 to 4, organized by the Brain-Computer Interface Industry Alliance and Tianjin University [3] - The AWE Asia 2026, an exhibition for the Asian Virtual Reality XR industry, will be held in Singapore from February 2 to 4 [3] Group 4: Stock Unlocking Events - A total of 42 companies will have their restricted shares unlocked next week (February 2-6), with a total of 4.657 billion shares and a market value of 103.669 billion yuan based on the closing price on January 30 [4] - February 2 is the peak unlocking day, with 18 companies unlocking shares worth a total of 60.71 billion yuan, accounting for 58.56% of the total unlocking scale for the week [4] - The top three companies by unlocking market value are Xinda Securities (44.879 billion yuan), Zhongwei Semiconductor (13.381 billion yuan), and Changjiang Electric Power (12.151 billion yuan) [4] Group 5: New Stock Opportunities - Two new stocks, Aide Technology and Yisiwei, will be available for subscription on February 2 [7] - Aide Technology has an issue price of 7.67 yuan, while Yisiwei is priced at 55.95 yuan [8]

Group 1 - The top-performing stock in January is Zhite New Materials, with a cumulative increase of 234.08%, followed by Fenglong Co., Ltd. with a cumulative increase of 213.97% [1][3] - In January, the major A-share indices showed an overall upward trend, with the Shanghai Composite Index rising by 3.76%, the Shenzhen Component Index increasing by 5.03%, and the ChiNext Index up by 4.47% [1] Group 2 - Zhite New Materials experienced a significant increase, with 7 trading days recording a 20% limit up, leading to a trading suspension for verification due to excessive price fluctuations [5] - The company clarified that its business does not involve AI applications, quantum technology, robotics, or commercial aerospace, and its main products include aluminum molds, protective platforms, and prefabricated components [5] - Fenglong Co., Ltd. saw a surge in stock price due to a takeover announcement by UBTECH, which plans to acquire 43% of the company's shares [6] - The stock experienced a "limit-up" mode, with 12 limit-up days in January, and was suspended for verification due to significant trading risks [6] - Hunan Silver's stock price increased by 175.14% in January, with 7 trading days hitting the limit up, closely related to the performance of the precious metals sector [8][9] - The company stated that its operational situation remains normal, but the future market price of its silver products is uncertain due to recent fluctuations in international silver prices [9]

Core Viewpoint - The recent announcement by the Ministry of Finance and the State Taxation Administration regarding the adjustment of the VAT threshold aims to reduce the tax burden on individuals, individual businesses, and small-scale taxpayers, with significant changes in the applicable standards for VAT exemption [1][2][4]. Group 1: VAT Threshold Adjustments - The VAT threshold for individual taxpayers has been raised from 500 yuan to 1000 yuan per transaction, effective from January 1, 2026 [1][4]. - The new VAT threshold for small-scale taxpayers is set at 100,000 yuan for monthly sales and 300,000 yuan for quarterly sales, aligning with existing practices [1][4]. - The previous threshold for individual taxpayers was limited to personal and individual businesses, while the new policy expands eligibility to small-scale taxpayers with annual sales not exceeding 5 million yuan [1][2]. Group 2: Implications for Small Businesses - The increase in the VAT threshold is seen as a significant benefit for small businesses, allowing them to avoid VAT on transactions below the new threshold [4][5]. - The adjustment is expected to unify previous practices and regulations, providing clarity and reducing the tax burden on small businesses [2][4]. - The policy change is part of a broader trend of increasing VAT thresholds to alleviate the financial pressure on small-scale taxpayers [4][5]. Group 3: Tax Administration Enhancements - The implementation of the new VAT law includes enhanced tax administration measures, requiring domestic units to withhold and pay VAT on behalf of individuals for taxable transactions [7]. - This change aims to improve compliance and reduce the number of individuals who fail to pay VAT due to various reasons [7]. - The new regulations also clarify that individuals reaching the VAT threshold will be considered as having fulfilled their tax declaration obligations, whether they apply for invoices or have taxes withheld by the paying unit [7].

Group 1: Annual Reports - Chipway Technology will disclose its 2025 annual report on February 3, becoming the first listed company in the Shanghai market to do so [2] - ST Huawang is set to release its annual report on February 13, while Sanwei Co. will follow on February 14 [2] Group 2: Oil Price Adjustment - The next price adjustment window for refined oil is scheduled for February 3 at 24:00, based on the "ten working days" principle [3] - As of January 30, the average price of reference crude oil was $64.09 per barrel, with a change rate of 4.68%, leading to an expected increase of 190 yuan per ton in domestic gasoline and diesel prices [3] Group 3: Industry Conferences - The China Photovoltaic Industry Association will hold a seminar on February 5 in Beijing to review the development of the photovoltaic industry in 2025 and forecast trends for 2026 [4] - A Brain-Computer Interface Developers Conference will take place in Tianjin from February 3 to 4, organized by the Brain-Computer Interface Industry Alliance and Tianjin University [4] - The AWE Asia 2026, an Asian Virtual Reality XR Industry Exhibition, will be held in Singapore from February 2 to 4 [4] Group 4: Stock Unlocking - A total of 42 companies will have their restricted shares unlocked from February 2 to February 6, amounting to 4.657 billion shares and a total market value of 103.669 billion yuan based on the closing price on January 30 [5] - February 2 is the peak unlocking day, with 18 companies unlocking shares worth a total of 60.71 billion yuan, accounting for 58.56% of the total unlocking scale for the week [5] - The top three companies by unlocking market value are Xinda Securities (44.879 billion yuan), Zhongwei Semiconductor (13.381 billion yuan), and Changjiang Electric Power (12.151 billion yuan) [5] Group 5: New Stock Opportunities - Two new stocks, Aide Technology and Yisiwei, will be available for subscription on February 2 [8] - Aide Technology has an issue price of 7.67 yuan, while Yisiwei is priced at 55.95 yuan [9]

Core Insights - The pre-made dish market for the Chinese New Year is projected to exceed 20 billion yuan in sales by 2025, with a year-on-year growth of over 50% [2] - However, a scandal in 2025 has led to increased consumer skepticism towards pre-made dishes, with 40% of surveyed respondents rejecting the idea of pre-made New Year's Eve dinners [2][3] - The market is experiencing a shift, with a projected growth of only 10% in 2026, indicating rising consumer demands and concerns about food safety [4] Consumer Sentiment - A survey revealed that 60.48% of respondents were influenced by the scandal when considering purchasing pre-made dishes for New Year's Eve [3][6] - The acceptance of pre-made dishes varies by type, with 66.19% accepting dim sum, 53.81% accepting cold dishes, and only 51.9% accepting desserts, while seafood and meat categories received less than 50% acceptance [4] Industry Trends - The number of pre-made dish-related companies in China exceeds 77,000, with over 12,000 new registrations in 2025 [7] - The industry is shifting from a focus on scale to value selection, as evidenced by a decline in average financing amounts from 150 million yuan in 2022 to 55 million yuan in 2023-2024 [7] - Regulatory measures are being introduced to standardize the industry, including a draft national standard for pre-made dishes expected to clarify definitions and safety regulations [6][7]

Core Viewpoint - The founder and CEO of the company, Yu Hao, has publicly stated a strong stance against online malicious activities, particularly targeting the company's reputation and recruitment efforts [1] Group 1: Company Actions - Yu Hao emphasized the need to change strategies in response to the negative impact of online "water army" activities on the company's recruitment, sales, and brand image [1] - The company has faced extensive online smear campaigns, including negative comments on employee posts and attempts to dissuade potential hires from accepting job offers [1] Group 2: Industry Context - Industry insiders noted that such behaviors constitute abnormal interference in the online public opinion environment, violating regulations that prohibit defamation, rumor spreading, and manipulation of public sentiment [1] - Traditionally, entrepreneurs have opted for restraint in the face of online controversies, but Yu Hao's direct response indicates the severity of the situation [1] Group 3: Public Image Strategy - Yu Hao stated the importance of maintaining a candid online presence and not fearing backlash, which he believes is essential for both the company and society [1]

企业须追求商业利益与社会责任的平衡。 据《新闻坊》报道，近日，家住上海普陀的徐老伯使用百度搜索"百联卡余额查询"，误入标注着"官 网"的假冒网站。输入卡号密码后，两张预付卡内的1000多元余额被盗刷一空。记者亲自试验，在向所 谓官网提交信息后，卡内资金也很快被盗走。进一步调查发现，此类骗局在去年3月就已出现，盗刷事 件并非个例。支付机构虽已知情并向有关部门反映，但问题至今未解。 有人或许会以"技术中立"来为平台开脱，但显然难以成立。诈骗网站在搜索结果中出现甚至排名靠前， 如果确与平台的审核推荐机制有关，平台就必须担责。平台既然从商业推广中获利，就应该对推广信息 的真实性、合法性负有审核之责。这不仅是商业伦理的要求，更是《广告法》《电子商务法》等法律法 规的明确规定。平台不能只扮演一个收钱的"房东"，而对"租客"在屋内进行不法活动不闻不问。 骗子网站是如何被用户搜到，并出现在显著位置的，目前还没看到百度方面的解释。但有个网络技术常 识很多人知道：一些搜索引擎会采用"竞价排名"的方式，决定部分搜索结果的展示位置。这给了不法分 子以机会——通过支付更高的广告费，使自己的诈骗网站在相关搜索中排名靠前，甚至超过真正的官 ...