（文章来源：第一财经） 中金黄金发布异动公告称，公司股票连续3个交易日内日收盘价格涨幅偏离值累计超过20%，属于股票 交易异常波动情形。经公司董事会自查及发函问询公司控股股东中国黄金集团有限公司，黄金集团根据 对公司作出的非竞争承诺，计划将目前孵化较成熟的内蒙金陶、河北大白阳、辽宁天利和辽宁金凤四家 企业注入公司。目前正在积极推进对标的资产的审计、评估等相关工作。 ...

长江投资公告，公司预计2025年年度实现利润总额-2000万元到-3000万元，净利润-3000万元到-4500万 元，扣除非经常性损益后的净利润-3300万元到-4800万元，营业收入为1.8亿元到2.2亿元，扣除与主营 业务无关的业务收入和不具备商业实质的收入后的营业收入为1.79亿元到2.19亿元，低于3亿元。根据 《上海证券交易所股票上市规则》，公司股票可能被实施退市风险警示（*ST）。如触及该情形，公司 股票将于年度报告披露日起开始停牌，上海证券交易所将在公司股票停牌之日后5个交易日内实施退市 风险警示。公司提醒投资者注意投资风险。 （文章来源：第一财经） ...

Group 1 - The company expects a net profit attributable to shareholders to be between -150 million to -100 million yuan for 2025, compared to -55.4051 million yuan in the same period last year [1] - In 2025, the company will focus on artificial intelligence vertical industry applications and collaborate with leading industry clients to build AI-native data governance and various modeling capabilities [1] - Overall operating revenue is expected to decline compared to the previous year, although revenue from the artificial intelligence comprehensive service product line is anticipated to increase, and operating cash flow is expected to improve [1]

2025年武汉都市圈经济总量达到3.8万亿元。 湖北"超常规"打造广域武汉大都市圈，并将目标瞄准"全国重要增长极、世界级大都市圈"，成为今年湖 北两会热度最高的话题之一。 多位湖北人大代表、政协委员、区域经济专家对第一财经记者表示，中部地区亟需培育一个能与长三 角、成渝鼎立的经济增长极，武汉都市圈经济体量占长江中游城市群比重接近30%，有望成为引领中部 地区崛起和形成全球影响力的都市圈。 作为第七个获批的国家级都市圈，武汉都市圈包括9个城市，分别为武汉、黄石、鄂州、孝感、黄冈、 咸宁、仙桃、天门、潜江。2025年，武汉都市圈经济总量达到3.8万亿元，占湖北全省比重超过60%， 重要性不言而喻。 不过，武汉都市圈在基础设施互联互通、产业协作层次与深度、公共服务均等化水平等深度同城化方面 仍有短板。 颜志超分析称，"超常规"可以体现在"省级统筹牵头、常态化调度"上，定期召开联席会议，解决跨行政 区域的重大问题，以破解县市级层面难以突破的瓶颈。 中国城市经济学会副会长秦尊文认为，可以在"科技创新"上"超常规"发力，存储芯片、电磁弹射、心机 旋切、稻米造血等一批全球领先的技术和产品在湖北竞相涌现，不仅提升了湖北在全球 ...

Core Viewpoint - Long-term development should be the focus for retailers, as evidenced by the challenges faced by Yonghui Supermarket, which is undergoing significant store closures and financial losses [1][2][6] Group 1: Store Closures - Yonghui Supermarket is experiencing a wave of store closures, with plans to close 225 stores in 2024 and 381 stores in 2025, reducing its total store count to approximately 400 by the end of 2025, which is less than half of its peak number [1] - The closures are attributed to direct reasons such as losses and operational inefficiencies, alongside issues with property management that hinder normal operations [1] Group 2: Financial Performance - Yonghui Supermarket is projected to incur a net loss of 2.14 billion yuan in 2025, with a cumulative loss exceeding 11.6 billion yuan over the past five years [2] - The company faces high costs, intense market competition, and significant operational pressure, which are identified as primary challenges [2] Group 3: "Fat Reform" Initiative - In May 2024, Yonghui Supermarket initiated a "Fat Reform" to learn from the successful model of the regional retailer, Fat Donglai, which is known for its high-quality private label products and employee benefits [4] - The reform involves restructuring stores to align with Fat Donglai's model, including product categorization and employee training, aiming to enhance customer experience [4] Group 4: Challenges of Implementation - The applicability of Fat Donglai's model to a large-scale retailer like Yonghui is questioned, as the regional success may not translate nationally due to differences in market dynamics and supply chain complexities [5] - Implementing the "Fat Reform" may incur significant costs, including asset write-offs and losses from store closures, estimated to impact profits by approximately 910 million yuan [5][6] Group 5: Market Dynamics and Future Outlook - While some stores have seen improved foot traffic and revenue post-reform, the retail industry is characterized by thin margins and long payback periods, leading to uncertainty in achieving desired outcomes [7] - Retailers are motivated to adopt new concepts to attract investor interest, but blindly following trends without understanding their own positioning may not yield sustainable results [7]

（文章来源：第一财经） 国务院办公厅印发《政务移动互联网应用程序规范化管理办法》。其中提到，政务应用程序上线前，主 办（使用）单位应按照本办法规定履行备案程序，并在显著位置以醒目方式标示主办（使用）单位及备 案编号。禁止以任何形式要求用户下载、安装或使用未经备案的政务应用程序。法律、行政法规另有规 定的，依照其规定。不承担行政职能的事业单位主办（使用）的应用程序，不纳入统一备案管理。 ...

Core Insights - The recent updates from multiple domestic model manufacturers, including DeepSeek and Kimi, highlight a competitive landscape in China's AI model industry, with significant advancements in model capabilities and performance [4][7][9] - The industry is transitioning towards a more mature engineering phase, focusing on efficiency and practical applications rather than just parameter competition [4][11] Group 1: Model Developments - DeepSeek released the OCR 2 model, which utilizes the innovative DeepEncoder V2 method to dynamically rearrange image components based on their meaning, improving performance on complex layouts [7][8] - Kimi's K2.5 model is described as the company's most intelligent and versatile model to date, supporting various tasks including visual and text input, and agent tasks [7] - Alibaba has also launched several models aimed at enhancing multimodal capabilities, indicating a strategic focus on comprehensive model development across various applications [9][11] Group 2: Industry Trends - The competition among leading companies is intensifying, with a focus on reducing costs and improving the usability of AI models, which is crucial for broader adoption in business applications [11][13] - The cost of using large models is decreasing, with significant reductions in token usage costs reported, making AI technology more accessible for businesses [12][13] - The industry is moving towards a new phase characterized by engineering optimization and efficiency, as indicated by the rapid release cycles of flagship models [19][21] Group 3: Challenges and Future Directions - Despite advancements, challenges remain in model interpretability, reasoning capabilities, and the need for dynamic optimization in inference processes [15][20] - The demand for comprehensive and efficient solutions from clients is driving the need for models that can handle multimodal data and provide accurate end-to-end processing [20][21] - The future of the industry may see a shift towards integrated ecosystems that prioritize reasoning capabilities and cost efficiency, moving away from blind competition [21]

据报道，SK海力士表示，将向人工智能公司投资100亿美元。 （文章来源：第一财经） ...

铂力特公告，预计2025年归属于上市公司股东的净利润约2.09亿元，同比增加100.96%。 （文章来源：第一财经） ...

黄金板块多股连板，白银有色收获7连板，四川黄金4连板。一图速览今日连板股>> | | 连板服投 1.28 一 | | | --- | --- | --- | | 股票名称 | 连板大数 | 所属概念 | | 白银有色 | 7 | 白银+黄金 | | *ST铖昌 | 5 | 商业航天 | | 四川黄金 | 4 | 黄金 | | 中农联合 | 4 | 化工 | | 豫米金铝 | 4 | 黄金 | | 中国黄金 | 4 | 黄金 | | 招金黄金 | 3 | 黄金 | | 湖南黄金 | 3 | 黄金 | | 美徽股份 | 3 | 有色金属 | | 康强电子 | 2 | 存储芯片 | | 可川科技 | 2 | 消费电子 | | | 能口防接 | 费频 | 1月28日，Wind数据显示，A股市场共计85只个股涨停。其中黄金板块多股连板，白银有色收获7连板， 四川黄金4连板。一图速览今日连板股>> ...