每经AI快讯，2月13日，国家烟草专卖局发布关于落实电子烟产业政策，进一步推动供需动态平衡的通 知。其中提到，提升合规经营水平。支持电子烟相关生产企业提升专业化、规范化经营能力，加强技术 研发创新、生产工艺升级和品牌培育，巩固拓展中国电子烟产业核心竞争力。压实电子烟批发、零售主 体合规经营主体责任，不得通过电商、短视频、直播、社交平台等网络平台违规销售电子烟，不得违规 销售不符合国家标准的产品。提升电子烟监管数字化水平，完善追溯管理体系，加强零售终端规范管 理，强化供需信息采集分析能力，配套制定电子烟供需管理工作指引和固定资产投资管理工作指引，强 化对企业固定资产投资、核定产能及生产规模使用的监测和预警，持续提升监管效能。推动构建电子烟 信用监管体系，实施差异化监管措施，对于合规经营、信用良好的电子烟相关生产企业，逐步简化核查 材料和程序，减少实地检查频次。落实相关市场主体各环节未成年人保护义务，加强购买资质核验，不 得采用诱导性方式开展营销推广，禁止使用甜点、糖果、水果等风味名称对电子烟产品进行命名。 ...

每经AI快讯，2月13日，人形机器人概念股短线拉升，百达精工涨停，天奇股份、谱尼测试、万集科 技、博杰股份、四维图新跟涨。 （文章来源：每日经济新闻） ...

（文章来源：每日经济新闻） 每经AI快讯，2月13日，网络安全指数盘中涨超3%。成分股中，绿盟科技20%涨停，国投智能触及涨 停，中新赛克、奇安信-U涨超6%，吉大正元涨超4%。 ...

Market Overview - The A-share market saw a strong rally in the artificial intelligence and robotics sectors on February 12, with both thematic ETFs rising significantly. The Huaxia AI ETF (589010) reported a notable increase of 4.13%, closing at 1.639 yuan after a strong afternoon surge. Among the 30 constituent stocks, 24 experienced gains, with Yike Technology hitting a 20% limit up, and other key stocks like Jingchen and Chipone rising over 15% and 12% respectively. Only Sikan Technology saw a decline of over 6%, which did not significantly impact the overall strong market performance [1][2]. Liquidity and Trading Activity - The trading volume reached 1.11 billion yuan with a turnover rate of 4.20%, indicating a healthy trading rhythm and high activity levels. The Robotics ETF (562500) also showed resilience, closing at 1.082 yuan with a 1.41% increase from the opening price. Out of 66 constituent stocks, 50 saw gains, with stocks like Bojie and East China CNC hitting the limit up. The overall sentiment in the sector remained strong, with no significant downward pressure from any stocks. The liquidity was robust, with a trading volume of 10.31 billion yuan and a turnover rate of 3.93%, reflecting steady market support for continued upward movement [2]. Key Developments - The U.S. CPI release led to heightened fears in the AI sector, with the Nasdaq dropping over 2% and the Russell 3000 trucking index falling by 9%. Commercial real estate stocks also faced significant declines, while U.S. Treasury yields rose and gold prices fell below $5000, with silver dropping by 11% [3]. - Jiemeng AI has integrated the latest video generation model Seedance 2.0 and the image generation model Seedream 5.0 Lite. Additionally, Shenzhen Xuan Chuang Robot Co., Ltd. announced the completion of a Pre-A+ financing round, raising funds primarily for the development of specialized robotics technology [4]. Institutional Insights - Huatai Securities reported that ByteDance launched Seedance 2.0 on February 7, marking a significant shift from low-certainty "blind box generation" to a more controllable and reusable creative process. The firm believes that Seedance 2.0 will support the large-scale implementation of AI in areas such as AI comic dramas and short films, as well as the development of AI movies. The maturation of AI video industrial capabilities is expected to alter the value distribution structure within the content industry, benefiting upstream IP holders and midstream production companies that effectively leverage AI tools for content creation [5]. Popular ETFs - The Robotics ETF (562500) is noted as the only fund in the market with a scale exceeding 20 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robotics industry. The Huaxia AI ETF (589010) is described as the "brain" of robotics, with a 20% fluctuation limit and the potential to capture significant moments in the AI industry [6].

Industry Overview - The Shenzhen Municipal Bureau of Industry and Information Technology has issued the "Artificial Intelligence + Advanced Manufacturing Action Plan (2026-2027)", aiming to promote the application of AI technology in key areas of the semiconductor industry, enhancing efficiency in chip design and software coding [1] - The plan focuses on developing high-performance, energy-efficient SoC chips for various AI terminal demands, including AI smartphones and intelligent robots, and supports the domestic replacement of automotive-grade AI chips for the new energy vehicle market [1] Company Updates - SMIC announced that its memory and BCD products are in high demand, leading to price increases [2] - Hua Hong Semiconductor reported a record high sales revenue of $659.9 million in Q4, a year-on-year increase of 22.4% and a quarter-on-quarter increase of 3.9%. The gross margin was 13.0%, up 1.6 percentage points year-on-year but down 0.5 percentage points quarter-on-quarter. The company expects Q1 2026 sales revenue to be between $650 million and $660 million, with a gross margin of 13% to 15% [2] - Aerospace Zhizhuang stated that it has provided chips for the GW-A2 constellation but is unclear about the specific launch mission's usage. The company cannot estimate the impact of the launch on its Q1 2026 operations [2] - Debon Securities noted that the semiconductor upstream sector showed overall growth in 2025, with semiconductor equipment performing better than materials and components, and packaging and testing outperforming wafer foundry [2] Related ETFs - The Sci-Tech Semiconductor ETF (588170) tracks the Shanghai Stock Exchange Sci-Tech Board Semiconductor Materials and Equipment Index, focusing on semiconductor equipment (60%) and materials (25%) [3] - The Semiconductor Equipment ETF (Hua Xia, 562590) also emphasizes semiconductor equipment (63%) and materials (24%), benefiting from the demand surge driven by the AI revolution and advancements in lithography technology [3]

每经AI快讯，2月13日，国家烟草专卖局发布《关于落实电子烟产业政策 进一步推动供需动态平衡的通 知》，其中提到，推动市场供需平衡。统筹发挥有效市场和有为政府作用，在已核定产能范围内核定年 度生产规模，作为企业年度产销目标，切实化解并防范市场无序竞争风险。严格实施生产规模总量调 控，坚持分类施策，根据企业经营状况合理核定生产规模，从严从紧开展生产规模调整审核，合理确定 电子烟相关生产企业生产规模调整量。持续加强电子烟监管力度，对风险较高的市场主体，从严从紧限 制，重点核查管控，依法严厉查处企业出口回流、虚假报关、产品不符合国家标准和质量安全要求等违 法违规行为。电子烟相关生产企业应落实主体责任，加强合规能力建设，出口产品应提交符合目的地国 家（地区）法律法规和监管要求的证明文件，推动出口贸易全链条各环节合规。 ...

2026年2月12日，截至收盘，沪指涨0.05%，报收4134.02点；深成指跌1.44%，报收13952.71点；创业板 指跌1.55%，报收3260.28点。科创半导体ETF（588170）涨0.06%，半导体设备ETF华夏（562590）涨 0.47%。 隔夜外盘：截至收盘，道琼斯工业平均指数跌1.20%；纳斯达克综合指数跌1.75%；标准普尔500种股票 指数跌1.23%。费城半导体指数跌0.06%，恩智浦半导体跌3.03%，美光科技涨0.88%，ARM跌2.47%， 应用材料跌3.38%，微芯科技跌2.27%。 3.华虹半导体在港交所公告称，第四季度销售收入再创历史新高，达6.599亿美元，同比增长22.4%，环 比增长3.9%。毛利率13.0%，同比上升1.6个百分点，环比下降0.5个百分点。母公司拥有人应占利润 1750万美元，上年同期为亏损2520万美元，上季度为利润2570万美元。华虹半导体预计2026年第一季度 销售收入约在6.5亿美元至6.6亿美元之间，毛利率约在13%至15%之间。 4.航天智装在互动平台表示，公司为GW-A2星座提供了芯片，但不清楚具体发射任务的使用情况，目前 公司2 ...

每经AI快讯，2月13日，港股智谱盘初快速拉升，涨超20%，股价再创新高。 ...

Group 1 - The computing power leasing concept has been actively fluctuating, with companies such as 263 and Huasheng Tiancai hitting the daily limit up [1] - Other companies like Capital Online, Dwei Technology, Tuo Wei Information, Ping Zhi Information, and Data Port also experienced gains [1]

一个沉睡30余年的烂尾项目终于"苏醒"。 2月9日，《每日经济新闻》记者（以下简称每经记者）从深圳龙华恒地尊悦花园现场了解到，5栋30层高层住宅主体已完工，园林施工进入收尾阶段，整 个项目已接近准现房状态。 但目前营销中心暂未开放，楼盘尚未开售。值得一提的是，项目在2023年完成主体封顶时就有入市消息传出，但至今仍未取得预售证。 烂尾30余年 "项目迟迟不入市，既有市场低迷因素，也有开发商自身策略考量。"2月9日，深圳中原研究中心高级研究员邹少伟向每经记者分析称，从市场层面来看， 类似接近现房状态还没拿到预售证的情况不太常见，这也一定程度上反映出该项目超长时间盘活涉及的产权复杂、历史遗留纠纷、业主反对等问题。 恒地尊悦花园的前身，是被称为龙华民治"烂尾标本"的福罗拉山庄。 1993年4月18日，当时的横岭经济合作社与惠州中南房地产开发总公司深圳办事处，签订了福罗拉山庄的建设合同，规划打造别墅区。 可谁也没想到，这个承载着社区发展期望的项目，开工当年便因资金链断裂停工。 到了1994年，国家首次出台规定限制别墅用地，后续政策不断升级，2012年正式升级为"禁墅令"，这也让福罗拉山庄复工的难度加大。 直到2014 ...