（文章来源：第一财经） 据工信部消息，1月28日，工业和信息化部副部长谢远生在京会见国际电信联盟无线电通信局主任马里 奥·马尼维奇，就中国举办2027年世界无线电通信大会（WRC-27）系列会议筹办工作相关事宜进行交 流。谢远生表示，作为首个举办世界无线电通信大会的亚太区域国家，中国非常期待此次盛会的成功举 办。中方愿同国际电信联盟密切协作，共同做好大会各项筹办工作。相信在双方的共同努力下，WRC- 27将是一场成果丰硕、精彩纷呈的无线电盛会，将为推动全球无线电频谱和卫星轨道资源公平、合理、 经济、高效使用贡献积极力量。马里奥·马尼维奇表示，世界无线电通信大会对塑造全球未来通信至关 重要，国际电信联盟愿与中方密切合作，共同做好会议筹办工作。 ...

Core Viewpoint - AstraZeneca plans to invest over 100 billion RMB in China by 2030 to enhance its drug production and R&D capabilities, leveraging China's scientific research strengths and advanced manufacturing [1][3] Group 1: Investment Details - The investment will cover the entire value chain from drug discovery to clinical development and manufacturing, aiming to bring China's innovative results to a global audience [3] - AstraZeneca's CEO highlighted that this investment marks a new chapter in the company's development in China, recognizing the country as a significant force in scientific innovation and global public health [3] Group 2: Strategic Initiatives - The investment will significantly enhance AstraZeneca's capabilities in cell therapy and radiolabeled drugs, contributing to a diverse product pipeline that benefits patients with cancer, blood diseases, and autoimmune disorders [3] - AstraZeneca aims to become the first multinational pharmaceutical company with end-to-end cell therapy capabilities in China [3] Group 3: Previous Investments - Since 2023, AstraZeneca has invested over 1.8 billion USD to strengthen its manufacturing in China and plans to launch 20 global innovative drugs by the end of 2030 [3] - As of January this year, AstraZeneca's R&D pipeline in China includes over 200 projects, with 10-15 new projects added annually [3]

Core Viewpoint - The China Air Transport Association has released a draft for public consultation regarding the rules for "seat locking" on flights, aiming to clarify the number, acquisition, and release rules for locked seats, with feedback due by February 2 [1] Group 1: Seat Locking Rules - The draft specifies that at least 70% of economy class seats on domestic flights must be available for free selection, with higher percentages for larger aircraft [2][4] - For international and regional flights, the minimum percentage of free selectable seats is set at 65% of the total economy class seats [2][4] - Prior investigations indicated that the seat locking ratio among ten airlines ranged from 19.9% to 62.1%, with an average of 38.7% [2][5] Group 2: Payment and Selection Mechanisms - The draft prohibits cash payments for seat selection on domestic flights, allowing only members to redeem seats through points or mileage [6][8] - The concept of "value-added reserved seats" is introduced, which requires passengers to pay or use points to select certain seats, with a growing trend of airlines marking seats for additional fees [7][8] Group 3: Release Rules - The draft outlines rules for releasing reserved seats at check-in counters, stating that domestic flight reserved seats must be made available for free during check-in, while international flights must release certain reserved seats no later than six hours before departure [9][10]

1月28日，广东省民政厅公布广东民政事业统计季报（2025年第四年度）。数据显示，2025年广东结婚 登记61.4万对，比上一年增加10.2万对，增幅达到了19.92% 南京、苏州、无锡、常州等地结婚登记人数大幅增长。 根据媒体报道，深圳办理结婚登记118147对，广州办理结婚登记109647对，东莞办理结婚登记48306 对，结婚登记量居省内前三位。 目前，多地公布了去年结婚登记数据。 自2007年首次超过河南成为常住人口第一大省后，广东常住人口数量已经连续多年位居全国第一。广东 的常住人口中，省外流入人口总量非常大，流入的人口结构比较年轻，处于婚育年龄的比例较高。同 时，来自省外的户籍净迁入人口尤其是中南、西南等地的大学毕业生也比较多。 其中，在深圳这座年轻的城市，人口结构呈现"两头小、中间大"的特点，15~59岁青壮年人口占比高达 79.53%，市民平均年龄仅32.5岁，适婚人口基数庞大。 包括广东在内，目前已有5个省份公布了去年结婚登记数据。根据上海市民政局公布的数据，2025年， 全市共办理婚姻登记175092对，其中结婚登记125102对、离婚登记49990对。2025年上海办理结婚登记 的人数总 ...

杰普特公告称，预计2025年归属于上市公司股东的净利润为2.62亿元至3.09亿元，同比增长约97.69%至 132.88%。报告期内公司受益于全球范围内激光器需求提升，在新能源动力电池精密加工及消费级激光 器领域实现销售收入的较快增长，同时公司光通信业务快速切入市场并实现显著增长。 (本文来自第一财经) ...

#白酒股爆发17股涨停#【#老登股或再次轮动#｜市场观察】"白酒'老登'终于硬气一回！"看见1月29日 下午贵州茅台（600519.SH）逆袭带领蓝筹股绝地反击，其他白酒股集体涨停，有私募人士这样对第一 财经说。 一度经历"九连阴"，累计连跌多个交易日之后，1月29日贵州茅台上涨8.61%，报收1437元，成交263亿 元，相比此前100亿元左右的单日成交大幅放量，收复了近半个月以来的失地；五粮液 （000858.SH）、泸州老窖（000568.SH）等多只白酒股放量涨停。 大盘在明显的风格切换当中继续放量上涨，沪深京三地成交逼近3.26万亿元，较28日增加2671亿元，重 上三万亿元大关，上证指数上涨0.16%，上证50上涨1.65%，而科创50下跌3.03%，市场出现了明显 的"跷跷板"效应。 业内人士认为，贵州茅台等暴涨，接下来预计蓝筹股将会再次发力，因为稳定的业绩、较高的分红比 例，预计春节前其他高股息的"老登"股们将会出现轮动行情，包括银行、电力、医药等板块，投资者都 可以重点关注，抓紧春节前投资机会。 ...

Group 1 - The meeting emphasized the importance of integrating development and security, promoting a higher level of safety in Shanghai, and ensuring accountability in governance [1] - It highlighted the need to implement Xi Jinping's thoughts on the rule of law and national security, focusing on early intervention and technology empowerment to resolve conflicts and identify risks [1] - The meeting called for a strong organizational framework to enhance the quality of governance and ensure effective execution of policies to support high-quality development [2] Group 2 - The meeting stressed the significance of modernizing social governance and improving community services through effective organization and mobilization of the public [2] - It aimed to combat formalism and reduce burdens on grassroots levels, encouraging a culture of practical execution among party members [2] - The meeting sought to create a collaborative effort to address corruption and misconduct, focusing on accountability and long-term governance mechanisms [2] Group 3 - The meeting discussed the importance of the Yangtze River Delta integration, aiming to enhance economic growth and innovation through collaborative efforts [3] - It emphasized the need to prioritize public needs and satisfaction in the implementation of community projects, ensuring quality and effectiveness [3] - The meeting aimed to establish a robust framework for integrated development, enhancing infrastructure connectivity and promoting high-level openness [3]

广东惠州一条国道旁的青草窝工业园区附近，一家从事动力电池回收的小作坊隐藏于此。近日，当第一 财经记者来到这里时，这家小作坊大门处只有一个蓝色门牌号，没有公司名称，且门岗管理森严，进出 均需登记。 整个园区内有6栋厂房，第一排厂房看上去并没有人办公，而走到后排，整个厂房真实的功能才呈现在 眼前，厂房外的水泥地上随意摆放着超过100件待拆解的旧动力电池包，有的电池包被撬开了一角，有 的电池包旁放着一台小型切割机。 在其中一个厂房内，5～6名工人各司其职：有人在检测电芯质量、有人操作钻床拆卸电池包、有人忙着 给"美化"后的拆机电池贴新膜，还有销售人员在联系客户准备发货。 根据该小作坊负责人吴雷（化名）的介绍，小作坊的业务流程较为简单：首先，从全国各地收购新能源 汽车动力电池包；其次，在厂子里拆开电池包，分成一块块的电芯，每块电芯检测过后，进行分组；再 次，质量好的电芯重新贴膜后，二次转手销售，而质量差的电芯就拆解提取有价值的金属，比如镍、 钴、锂等等。 这家小作坊看上去并不缺旧动力电池货源。记者所在的时间里，吴雷平均十几分钟就要接一个电话，他 会问对方是什么牌子的电池，电池容量多少，如果合适他再安排拖车去收货。 新 ...

共52只个股出现了机构的身影。 | 阴用共亚 | 1 V.V 1 /0 | 61 JU.VV | | --- | --- | --- | | 潜能恒信 | 20.00% | -3028.65 | | 准油股份 | 10.04% | -3334.69 | | 锌业股份 | 7.45% | -3425.86 | | 晓程科技 | 19.52% | -6443.25 | | 火炬田子 | -10.01% | -6700.45 | | 洲际油气 | 10.06% | -6948.66 | | 北方铜业 | 10.00% | -9979.30 | | 铜陵有色 | 10.06% | -14094.42 | | 北化股份 | -9.99% | -14498.79 | | 萃华珠宝 | -10.03% | -16479.46 | | 招金黄金 | 9.99% | -19436.77 | | 五粮液 | 10.00% | -29093.00 | | 振石股份 | 121.65% | -32296.93 | | 江西铜业 | 9.56% | -50507.89 | | 白银有色 | 9.99% | -69502.27 | 第□ ...

（文章来源：第一财经） 1月28日，中国人民银行行长潘功胜会见了来访的高盛集团董事长兼首席执行官苏德巍。双方就全球经 济金融形势、中国宏观经济政策、中美经贸关系等议题进行了交流。 ...