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AI+制造深度融合,工业母机行业迎来新机遇
Di Yi Cai Jing· 2026-02-06 03:27
发展人工智能是必答题而非选择题。 为推动制造业的智能化变革,工信部等八部门近日联合印发了《"人工智能+制造"专项行动实施意见》,围绕创新筑基、赋智升级、产品突破等方面部署 七大重点任务,促进人工智能技术与制造业应用双向赋能,加快制造业智能化、绿色化、融合化发展。 "十五五"是工业母机发展的关键时期。通用技术集团总工程师周舟表示,将聚焦航空、航天等重点领域攻坚五轴联动、重型超重型机床等高端装备,保障 产业链自主可控;同时面向汽车、新能源等产业,提供高性价比的智能产线、定制化解决方案等,扩大中高端份额,统筹调配研发、生产、资金等各类资 源,加大研发投入,通过一体化管理实现资源向国家战略重点和市场需求热点双向集聚。 通用技术集团在全国范围内推进的是一套"分工清晰、协同联动"的产业布局体系,各区域在整体框架下承担不同但相互支撑的功能。东北地区侧重制造能 力和体系化支撑,京津冀地区聚焦前沿技术和共性技术研发,华东地区则更加突出高端智能制造和新兴市场快速响应的功能定位。 目前,在华东地区推进的江苏通智数控机床创新中心建设、南京二机并购以及复材装备公司组建,正是围绕这一定位展开的。 通用技术机床公司副总经理王鹤介绍,通用技 ...
以“三新”破局,锚定高质量发展新坐标
Di Yi Cai Jing· 2026-02-06 03:18
Core Insights - The article emphasizes the strategic signals released during the 2026 Shanghai Two Sessions, focusing on driving growth through "new quality productivity," activating domestic demand with a "new consumption ecosystem," and reshaping urban governance with "new city management" to provide a "Shanghai model" for the transformation of mega-cities [1] Group 1: Consumption and Economic Strategy - The "Five Five Shopping Festival" is highlighted as a key initiative to promote deep integration of cultural, tourism, commercial, and sports sectors, aiming to cultivate 20 integrated service consumption scenarios [1] - Increased frequency of concerts and music festivals, along with the development of "Haipai Emotion" themed routes, is expected to unleash the potential of inbound consumption [1] - The implementation of consumption vouchers and "trade-in" policies directly addresses the pain points of "reluctance to spend," injecting strong momentum into domestic demand [1] Group 2: Regional Development and Innovation - In the context of the Yangtze River Delta integration and the new development pattern of "dual circulation," Shanghai is taking a pioneering stance with a spirit of "daring to explore, daring to try, and daring to lead" [1] - Shanghai aims to provide a dual demonstration model of institutional innovation and industrial upgrading for the transformation and upgrading of the Chinese economy [1]
爱尔眼科董事长卷入精神病院骗保风波,欲撇清关系的爱尔眼科股价还在跌
Di Yi Cai Jing· 2026-02-06 03:01
针对部分报道将恒泰康康复医疗集团与爱尔眼科并列为"同一体系"或"同属一个集团"的说法,爱尔眼科 也回应称,爱尔眼科与恒泰康康复医疗集团及其下属机构不存在股权控制、业务关联或经营管理关系。 根据天眼查,从股权上看,襄阳恒泰康医院直接控股股东是湖南恒泰康康复医疗产业发展有限公司,后 者全资控股。而湖南恒泰康康复医疗产业有限公司背后的间接控股股东则是爱尔医疗投资集团有限公 司。 爱尔医疗投资集团有限公司实控人为陈邦。 2月5日晚间,有消息称,爱尔眼科(300015.SZ)董事长陈邦为疑似"骗保"精神病院——襄阳恒泰康医 院实控人。 受该消息影响,2月6日上午,爱尔眼科开盘后的股价跌幅超过3%。 2月6日上午,爱尔眼科发布了撇清声明。 爱尔眼科方面称,襄阳恒泰康医院有限公司并非爱尔眼科所属企业。该公司为爱尔医疗投资集团有限公 司与其他机构合资设立的四级子公司,不属于爱尔眼科上市公司合并报表范围。作为投资人之一,陈邦 并不直接参与恒泰康的经营管理。 爱尔眼科股价跌幅超过3%。 爱尔眼科方面,公司直接持股比例最大的股东是爱尔医疗投资集团有限公司,后者直接持有上市公司 34.34%股权。另外,陈邦也直接持有爱尔眼科15.4 ...
蔚来港股开盘涨超5%,蔚来宣布单季度盈利
Di Yi Cai Jing· 2026-02-06 02:45
该公司的盈利预告称,根据对未经审计合并管理账目及董事会目前可得资料所作的初步评估,预计于 2025年第四季度录得经调整经营利润(非公认会计准则)(界定为剔除股权激励费用后的经营利润), 介乎约人民币7亿元(约1亿美元)至12亿元(约1.72亿美元),此为该公司首次录得单季度经调整经营 利润(非公认会计准则)。 【#蔚来港股开盘涨超5%#,#蔚来宣布单季度盈利#】受蔚来公司(NYSE: NIO; HKEX: 9866; SGX: NIO)单季度盈利消息影响,该公司港股开盘上涨超5.5%。此前,蔚来美股已收盘上涨5.86%,显示出 资本市场对其财务改善的积极回应。 ...
煤炭大省陕西去年财政收入下滑,今年预计增长3%|地方预算观察
Di Yi Cai Jing· 2026-02-06 02:43
Core Viewpoint - The financial revenue of Shaanxi province has declined due to falling coal prices and related economic factors, contrasting with the growth seen in most other provinces in China [1][2]. Financial Performance - In 2025, Shaanxi's general public budget revenue is projected to be 3289.4 billion yuan, a decrease of 3.1% compared to the previous year, falling short of the target by 205.5 billion yuan [1]. - The province's government fund budget revenue is expected to be 1072.1 billion yuan in 2025, down 35.9% from the previous year, significantly lower than the peak of 2385.4 billion yuan in 2021 [3]. Economic Indicators - Shaanxi's GDP is expected to grow by approximately 5% in 2026, maintaining a similar growth rate to 2025 [6][8]. - The province's economic structure has shifted, with a notable decline in resource tax revenue, which fell by 11.5% to 407.2 billion yuan [2]. Budget and Expenditure - The general public budget expenditure for 2025 is anticipated to be 7093.4 billion yuan, a decrease of 2.8%, while spending on essential areas such as social security is expected to increase [5][10]. - In 2026, the expected general public budget expenditure is projected to be 6684.4 billion yuan, with a focus on social security and employment support [10]. Future Outlook - The budget report suggests a cautious optimism for 2026, with a target revenue growth of 3% for the general public budget, which is higher than the previous year's actual decline [8]. - The government plans to enhance revenue management and address financial risks while ensuring support for essential services and local governments [9][10].
蔚来港股开盘涨超5%,此前宣布单季度盈利
Di Yi Cai Jing· 2026-02-06 02:23
两项关键利润指标同时预计为正,传递出强劲的运营改善信号。但蔚来第四季度及2025财年业绩尚未正 式披露,该公司净利润情况仍然有待进一步确认。 在刚刚过去的2025年,蔚来公司全年交付量达到326,028辆,同比增长46.9%。蔚来公司将Q4预期调整 后的营业利润(非公认会计准则)主要归因于公司在2025年第四季度销售量的持续增长,由有利的产品 组合推动的车辆利润优化,以及公司持续的全面成本削减努力及运营效率的持续提升。 得益于新款ES8持续的订单支撑,蔚来于今年1月交付了27182辆,同比增96.1%。 美股港股齐涨。 受蔚来公司(NYSE: NIO; HKEX: 9866; SGX: NIO)单季度盈利消息影响,该公司港股开盘上涨超 5.5%。此前,蔚来美股已收盘上涨5.86%,显示出资本市场对其财务改善的积极回应。 该公司的盈利预告称,根据对未经审计合并管理账目及董事会目前可得资料所作的初步评估,预计于 2025年第四季度录得经调整经营利润(非公认会计准则)(界定为剔除股权激励费用后的经营利润), 介乎约人民币7亿元(约1亿美元)至12亿元(约1.72亿美元),此为该公司首次录得单季度经调整经营 利润(非 ...
全国实现生育津贴直发女职工,宝妈人均超2.6万
Di Yi Cai Jing· 2026-02-06 02:15
2024年9月10日,国家医保局局长章轲在国新办"推动高质量发展"系列主题新闻发布会上提出"推动探索 生育津贴更多地直接发放给女职工"。 所有省份均已实现生育津贴直发个人 2026年2月1日,新疆全面推行生育津贴直接发放至个人。至此,我国所有省份均实现了生育津贴直发个 人,女职工人均生育津贴已超2.6万元。 国家医保局官微6日发布,在前期27个省、95%统筹区已全面实现生育津贴直达个人的基础上,近期, 贵州、广西、新疆等省大力推进生育津贴发放流程优化工作,全国范围内已实现生育津贴直接发放至个 人。 生育津贴是生育保险待遇重要组成部分,是生育支持政策体系的重要环节。这笔钱既不是男方单位出, 也不是女方单位出,而是由生育保险出。过去,许多地方生育津贴的发放需经单位申报、医保审核、单 位转发等多个环节,不仅流程繁琐、耗时较长,还存在部分单位截留、延迟发放等问题,让部分生育家 庭的获得感大打折扣。 近年来,国家医保局积极推进生育津贴"直付个人"模式,让这笔"产假工资"直接进入女职工账户。这一 模式不仅有效缓解了家庭育儿的经济压力,更从源头上杜绝了用人单位违规操作的可能性,减轻了女性 就业的后顾之忧。 天津财经大学财税 ...
i茅台又崩了
Di Yi Cai Jing· 2026-02-06 01:56
在2月5日出现抢购页面无法访问后,2月6日9:00开始,部分网友反馈茅台抢购页面再次崩溃。 (文章来源:第一财经) ...
日本央行委员增田弘一:为避免工资物价循环出现过度上涨 需谨慎调整政策
Di Yi Cai Jing· 2026-02-06 01:52
据报道,日本央行委员增田弘一表示,为避免工资物价循环出现过度上涨,需谨慎调整政策。 (文章来源:第一财经) ...
煤球炉生火,烟纸店买杂货,近百年前的上海里弄日常生活
Di Yi Cai Jing· 2026-02-06 01:44
Group 1 - The core idea of the article revolves around the historical and cultural significance of Shanghai's Shikumen lifestyle, emphasizing the blend of traditional Chinese living with Western influences, where daily interactions and community ties define quality of life rather than material wealth [1][12] - The author, historian Lu Hanchao, describes Shanghai as a city composed of numerous small, interconnected communities, where practical and commercial culture is a prominent feature, with many residents living and working in close proximity [1][12] - The article highlights the importance of local businesses in the daily lives of residents, with a significant portion of retail shops operating out of residential spaces, allowing for a unique community-oriented lifestyle [1][3] Group 2 - The daily routine of a typical Shanghai housewife, Chen Yuehua, illustrates the vibrant street commerce of the 1930s and 1940s, showcasing the variety of small shops that catered to the community's needs [3][4] - The article details the shopping habits of residents, emphasizing the convenience of local markets and the cultural significance of traditional breakfast foods, which were integral to the community's daily life [5][8] - The narrative also reflects on the communal aspects of life in the alleys, where neighbors interacted regularly, reinforcing social bonds through shared experiences and activities [9][12] Group 3 - The transformation of neighborhoods over time is discussed, with historical accounts of how areas evolved from agricultural land to densely populated residential zones, highlighting the impact of urban development on community dynamics [12][13] - The article notes the continuity of social relationships and community interactions despite changes in living conditions, emphasizing the enduring nature of these connections in Shanghai's urban fabric [12][13] - The significance of local shops, such as the "tiger stove" and breakfast vendors, is underscored, illustrating their role in meeting the daily needs of residents and fostering a sense of community [11][12]