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壹快评|辽宁小吏大贪需反思黑洞
Di Yi Cai Jing· 2026-02-08 02:00
这个消息让人触目惊心,甚至是匪夷所思。一是,王某某只是一个政务大厅的工作人员,却拥有这么大 的牟利空间;二是,王某某收取好处费达8年之久,直到现在才被发现;三是,在这些看起来平常的领 域,究竟还有多少"漏洞"甚至"黑洞"需要弥补。 【#壹快评#|#辽宁小吏大贪需反思黑洞#】2月7日,《辽宁日报》头版刊登了一篇题为《重拳整治全省 住建系统破坏营商环境问题》的消息稿,其中提到,该省住建厅驻政务大厅工作人员王某某在接件时对 送钱的当天转办,不送的以各种理由搪塞拖延、故意刁难,8年收取好处费1614万元。 ...
下周关注丨1月CPI、PPI数据将公布,这些投资机会最靠谱
Di Yi Cai Jing· 2026-02-08 01:32
中国1月CPI、PPI数据将公布;1月金融数据或将公布;2025年第四季度恒生指数系列检讨结果将发布。 1月CPI、PPI数据将公布 2月11日,国家统计局将公布1月CPI、PPI数据。 财通证券预计1月CPI同比增速为0.4%。1月猪肉价格小幅上行,鲜菜价格回落,鲜果价格上行,金价大幅上升,但高基数下,预计1月CPI同比增速小幅下行 至0.4%。 PPI方面,财通证券预计1月PPI同比增速为-1.5%。1月出厂价格指数上升1.7个百分点至50.6%,主要原材料购进价格指数上升3个百分点至56.1%。 从解禁市值来看,2月9日是解禁高峰期,12家公司解禁市值合计307.41亿元,占下周解禁规模的84.71%。按2月6日收盘价计算,解禁市值居前三位的是:湖 南裕能(240.96亿元)、甘肃能化(40.08亿元)、麦澜德(27.44亿元)。从个股的解禁量看,解禁股数居前三位的是:甘肃能化(16.23亿股)、湖南裕能 (3.74亿股)、青松建化(2.26亿股)。 | | | 下周解禁个股 | | | | | --- | --- | --- | --- | --- | --- | | 个股代码 | 公司简称 | 解禁 ...
壹快评|辽宁小吏大贪八年贪1600多万,需要反思“黑洞”
Di Yi Cai Jing· 2026-02-08 01:28
腐败是一个链条,既要"打虎",也要"拍苍蝇"。 王某某的行为败露,应该包括当事人举报的因素,因为专项巡视是针对全省住建系统破坏营商环境问题 反映强烈的情况,其中可能包括对王某某的举报。但也可以推断,在王某某8年吃拿卡要的过程中,更 多当事人选择了忍气吞声,因为对他们来说,几千元甚至上万元"好处费"付出不是关键因素,顺利过关 才是主要的。但这样做,只能助长更多"王某某"出现。 辽宁日报的消息说,针对全省住建系统破坏营商环境问题反映强烈的情况,2025年10月21日至2026年1 月16日,省委巡视组对省住房城乡建设厅党组开展了专项巡视,同步联动全省115个巡察组对市、县 (市、区)两级住建部门党组织开展了专项巡察。 也就是说,王某某问题是在辽宁省巡视组专项巡视巡查中被发现的,而此前住建系统各项管控措施形同 虚设。"形同虚设"一点都不冤枉辽宁住建系统,因为在专项巡视巡查中,共发现问题5573个、问题线索 1310件,受理主动投案90人,推动边巡边查问题线索176件,留置122人。 王某某"小吏大贪"可以给我们三点提示: 一是,在惩治贪腐过程中,要注重全链条整治,腐败可能由基层开始,一级一级传递,腐败也是一个链 条 ...
南京银行成立30周年:三十载笃行致远,三万亿再启新程
Di Yi Cai Jing· 2026-02-07 23:30
伴着"十五五"开局的奋进号角,踏着金融服务中国式现代化和强国建设的铿锵步伐,南京银行迎来成立 30周年的历史时刻! 1996年2月8日,南京银行从古城金陵39家城市信用社的合并改制起步,成为国内首批设立的城商行之 一。30年来,发轫于金融改革洗礼,成长于经济腾飞浪潮,南京银行深刻诠释"服务地方经济、服务中 小企业、服务城乡居民"的初心使命,把自身成长融入城市发展、企业壮大、人民幸福的时代底色,实 现了从地方银行到国内系统重要性银行的蜕变,谱写了城商行改革发展的壮美篇章。 积微成著,铸就跨越发展 30年开拓进取,综合金融构建集团优势。2006年,投资入股日照银行;2009年,投资参股江苏金融租赁 和芜湖津盛农商银行,发起设立宜兴阳羡和昆山鹿城两家村镇银行;2013年,投资组建鑫元基金;2020 年,设立全资子公司南银理财;2022年,设立南银法巴消费金融公司。南京银行的30年,是一部与时俱 进、深化布局的发展史。 30年砥砺前行,稳健经营刷新成长高度。资产规模相继跨过百亿、千亿、万亿大关,站上3万亿元台 阶;存、贷款规模分别突破1.6万亿元和1.4万亿元。自上市以来,营业收入从19亿元增长至超550亿元, 净利 ...
2026陆家嘴金融沙龙丨第2期圆桌对话:打造科创智慧资产
Di Yi Cai Jing· 2026-02-07 13:04
Group 1 - The roundtable dialogue focused on "Technology Finance Supporting Intellectual Property Services to Build Smart Assets for Scientific Innovation" [3] - The event highlighted the challenges in transforming intellectual property from "knowledge" to "assets" and provided practical solutions from various fields [3][4] - Key participants included executives from the National Intellectual Property Operation (Shanghai) International Service Platform, Shanghai Clinical Innovation Transformation Research Institute, Shanghai Rural Commercial Bank, and other industry leaders [3] Group 2 - Clinical intellectual property transformation faces long cycles, high thresholds, and significant investment challenges, with a need for a stable risk-sharing mechanism [4] - The Shanghai Clinical Innovation Transformation Research Institute is exploring a "corporatized operation" model to connect industry, finance, and clinical outcomes [4] - There is a gap between domestic and international clinical technology transfer systems, emphasizing the need for awareness and capability building among hospitals and doctors [4][5] Group 3 - Shanghai Rural Commercial Bank identified three main risk points in intellectual property financial services: assessing the value of core intellectual property, evaluating sustainable development capabilities, and accurate valuation challenges [5] - The bank has developed a multi-dimensional solution involving a professional team, data-driven approaches, and comprehensive risk control throughout the loan process [5][6] - Innovations include expanding the types of intellectual property collateral, exploring securitization tools, and implementing a "donation+" model to support projects in the medical-engineering intersection [6] Group 4 - Incubators play a crucial role in early-stage project intellectual property value assessment, leveraging AI tools and their knowledge of project teams [7][8] - Two paths for scaling intellectual property value include direct recognition of the intellectual property and binding it to company growth [8] - Investment institutions prioritize core intellectual property in their evaluations, focusing on technological advancement, legal stability, and market application prospects [8]
AI进化速递丨千问APP免单范围扩展至天猫超市 有效期还有21天
Di Yi Cai Jing· 2026-02-07 12:47
⑦OpenAI正与阿布扎比企业洽谈,以为阿联酋打造一款专属ChatGPT。 AI进化速递丨千问APP免单范围扩展至天猫超市 有效期还有21天 ①千问APP免单范围扩展至天猫超市,有效期还有21天; ②特斯拉计划在中国市场加大AI软硬件和能源领域投入; ③上海力争"十五五"期间工业机器人应用密度达600台每万人; ④上海将设立AI青年创业基金; ⑤全球首个南海海-气双向耦合智能大模型发布 台风预报更精准; ⑥苹果计划允许第三方语音控制AI聊天机器人接入CarPlay; ...
本地生产和加注提速,上海距离绿色燃油加注中心还有多远
Di Yi Cai Jing· 2026-02-07 12:44
在"十五五"规划纲要中,再次提到了加快"五个中心"建设,其中的"国际航运中心建设"中,"打造国际 航运绿色燃料加注中心和交易中心"的新提法引人关注。 最近,交通运输部联合十部委共同发布《关于支持上海国际航运绿色燃料加注中心和交易中心建设的实 施方案》(下称"《实施方案》"),明确到2030年建成国际航运绿色燃料加注中心和交易中心,意味着 国家对上海建设绿色燃料两个中心的顶层支持。 多位行业内人士对记者指出,之所以要把建设绿色燃料两个中心纳入上海"十五五"规划,背景是全球航 运脱碳进入实质推进阶段,上海国际航运中心正面临一轮由航运绿色转型所引发的能级重构。 全球航运脱碳进入实质推进阶段,上海国际航运中心正面临一轮由航运绿色转型所引发的能级重构。 上海市第十六届人民代表大会第四次会议今日圆满完成各项议程,大会表决通过了关于上海市人民政府 工作报告、关于上海市国民经济和社会发展第十五个五年规划纲要(下称"十五五"规划纲要)等决议。 据上海海关统计,2025年全年,在船舶能源加注方面,保税LNG加注量达到71.2万立方米,同比大幅增 长54%;国产绿色甲醇加注量达到1.0万吨。 进入2026年,绿色燃料加注业务持续进 ...
AI红包大战,打不出“从0到1”的创新
Di Yi Cai Jing· 2026-02-07 12:11
Core Insights - The rapid development of artificial intelligence (AI) is highlighted by significant advancements and investments from major tech companies both domestically and internationally [1][2][3] Group 1: International Developments - Meta has released a new model codenamed "Avocado," achieving a 10 to 100 times improvement in computational efficiency [1] - Google has opened its world model Genie 3, allowing users to create and explore 3D virtual worlds through natural language descriptions [1] - Major US tech companies have announced a capital expenditure plan totaling approximately $650 billion by 2026 [1] Group 2: Domestic Developments - Alibaba has launched the Qwen3-Max-Thinking model with over one trillion parameters and plans to release Qwen 3.5 soon [1] - The domestic AI landscape is characterized by significant investments, with companies like Alibaba, Tencent, and ByteDance revealing substantial AI investment plans [1][2] - The competition for the "AI super entrance" has led to a "red envelope war," with over 4 billion yuan being invested [2] Group 3: Competitive Landscape - The competition in AI has reached a fever pitch, with differences in focus between the US and Chinese markets; the US emphasizes foundational technology breakthroughs, while China prioritizes application and commercialization [2][3] - Domestic companies excel in transforming new technologies into commercial success but often lag in original innovation compared to their international counterparts [3][4] Group 4: Innovation and Future Directions - There is a recognized gap in original innovation and product iteration speed between domestic and international companies, raising concerns about the long-term sustainability of current business models [4] - The need for a shift in focus towards original innovation is emphasized, as merely pursuing commercial success may lead to vulnerabilities in the face of global competition [4][5] - The call for tech giants to support foundational research and foster an innovative culture is crucial for achieving technological self-reliance and competing with international leaders [5]
下周财经日历(2月9日-2月15日)
Di Yi Cai Jing· 2026-02-07 12:01
1月CPI、PPI数据将公布;恒指季度检讨结果将出炉;美国1月非农与CPI数据将发布…… | 周三 2/11 | 美国1月失业率、1月季调后非 | | --- | --- | | | 欧佩克公布月度原油市场 | | | EIA公布月度短期能源展፤ | | | 【财报发布】网易 | | 周四 2/12 | IEA公布月度原油市场 | | | 【财报发布】 | | 周开 2/13 | 国家统计局公布70个大中城市住宅锦 | | | 恒指公司宣布2025年第四季度恒打 | | | 美国1月CPI | | | 【财报发布】 爱彼廷 | | 周六 2/14 | | | 周日 2/15 | 2026年春节假期 (2/15-2 | 冯ԺԲՅԴԿԿՅԻԲՈՐԻՍԱՐՈՒ ...
壹快评|AI红包大战,打不出“从0到1”的创新
Di Yi Cai Jing· 2026-02-07 11:52
Core Insights - The article emphasizes the importance of original innovation alongside commercial success in the tech industry, particularly in the context of rapid advancements in artificial intelligence (AI) [1][5]. Group 1: AI Developments - Major tech companies are making significant strides in AI, with Meta's new model improving computational efficiency by 10 to 100 times, and Google's Genie 3 enabling the creation of 3D virtual worlds through natural language [1]. - Domestic companies like Alibaba and Tencent are also heavily investing in AI, with Alibaba releasing a model with over one trillion parameters and Tencent planning substantial AI investments [1][2]. Group 2: Competitive Landscape - The competition in AI has intensified, with a notable "AI red envelope war" in China, where tech giants are investing over 4 billion yuan to capture the "AI super entrance" [2]. - The article contrasts the focus of U.S. companies on foundational technology breakthroughs with Chinese firms' emphasis on application and commercialization [2][3]. Group 3: Innovation and Market Dynamics - There is a notable difference in innovation strategies, with Chinese companies excelling in commercial success but lagging in original innovation compared to their foreign counterparts [3][4]. - The article suggests that the current focus on immediate commercial success may hinder long-term innovation capabilities, warning that neglecting original innovation could lead to vulnerabilities in the future [4][5]. Group 4: Call for Change - The article calls for Chinese tech companies to prioritize foundational research and innovation, highlighting that the lack of ambition and mission-driven focus may be a significant barrier to achieving technological independence [5]. - It stresses the need for a cultural shift towards innovation and the role of government in guiding and supporting these efforts to realize the dream of technological self-reliance [5].