Core Viewpoint - The film and television sector is experiencing a significant resurgence driven by the upcoming 2026 Spring Festival holiday, which features an extensive lineup of films and advancements in AI technology that enhance production efficiency [3][4][5]. Short-term Dynamics - The 2026 Spring Festival will have a record-long holiday of 9 days, leading to a high number of effective screening days and a strong consensus in the market regarding exceeding box office expectations [4][5]. - The AI video generation technology has reached a critical point where it can produce near-movie quality content, significantly transforming the content production process [4][6]. - The recent performance of the film ETF (516620) indicates a shift in institutional investor perception, moving from a speculative rebound to a focus on recovery in the film sector [6][5]. Medium to Long-term Dynamics - The film industry is witnessing a recovery driven by a combination of policy relaxation and technological advancements, marking a departure from previous cycles [7][9]. - The AI technology revolution is fundamentally reshaping the industry's cost structure and growth potential, moving beyond mere efficiency improvements to becoming a core production capability [10][11]. - The demand for quality content remains strong, as evidenced by the recovery in box office revenues and the increasing popularity of live performances and other entertainment forms [9]. Investment Implications - The film ETF (516620) serves as a comprehensive tool for investors, covering the entire industry chain from production to distribution, thus allowing for efficient capital allocation in the recovering sector [12][13]. - The ETF mitigates individual stock risks and smooths out performance volatility by holding a diversified portfolio, making it a more stable investment option in a sector characterized by high dependency on single blockbuster films [13][14]. - The current valuation of the ETF is at historical lows, presenting a favorable risk-reward scenario for investors looking to capitalize on the industry's recovery and long-term growth potential [14].

（文章来源：每日经济新闻） 国金证券指出，金融板块方面，A股市场活跃度维持高位。26年1月万得全A日均成交3.04万亿元，显著 高于前月，市场情绪虽在月中后因监管趋严略有降温，但依旧维持在较高水平。25年12月新增人民币贷 款与社会融资规模均超市场预期。整体来看，非银金融领域呈现出市场交易活跃与保险保费增长承压并 存的结构性特征。 证券ETF（512880）跟踪的是证券公司指数（399975），该指数主要覆盖A股市场中业务涉及证券服务 的上市公司，成分股具有较强的行业代表性与市场影响力，以反映证券行业相关上市公司证券的整体表 现。 ...

Group 1 - The core viewpoint indicates that OPEC+ has delayed production increases, while shale oil production has peaked, leading to a slowdown in supply growth. On the demand side, global macroeconomic improvements and tariff adjustments are stabilizing and increasing oil demand. It is expected that oil prices will remain in a relatively loose range, with stronger bottom support, projecting Brent crude oil prices to be between $55 and $70 [1] Group 2 - In terms of natural gas, the United States may accelerate the construction of natural gas export facilities, which is expected to lower the cost of imported natural gas [1] Group 3 - The oil ETF (561360) tracks the oil and gas industry index (H30198), which includes publicly traded securities related to oil and gas exploration, extraction, refining, and sales, reflecting the overall performance of these companies. The constituent stocks are primarily large enterprises in the energy sector, characterized by strong cyclicality and sensitivity to commodity prices [1]

油气概念股走低，招商轮船、中远海能、招商南油跌超7%，中国石油、海油工程跌超4%。 受盘面影响，油气相关ETF跌超3%。 有券商表示，在地缘政治仍存在不确定性的前提下，中长期原油供需格局仍具备景气基础，在长期主义视角下，持续看 好"三桶油"及油服板块。此外，宏观经济恢复提振化工需求，长期来看化工品产能出清利好龙头企业，看好大炼化、煤化 工、乙烯盈利向好。 （文章来源：每日经济新闻） | 代码 | 名称 | 现价 | 涨跌 涨跌幅 ▲ | | --- | --- | --- | --- | | 561760 | 油气ETF博时 | 1.330 | -0.047 -3.41% | | 159309 | 油气ETF汇添富 | 1.379 | -0.047 -3.30% | | 563150 | 油气ETF银华 | 1.318 | -0.044 -3.23% | ...

有色概念股走低，锡业股份跌超4%，北方稀土、厦门钨业跌超3%，洛阳钼业、中国铝业、兴业银锡等跌超2%。 受盘面影响，工业有色相关ETF跌超2%。 有券商表示，工业有色等周期资源类品种尽管面临短期市场波动，但长期收益前景依然可观，受益于工业结构优化和 持续的需求增长。此外，基于业绩趋势模型分析，工业有色板块当前估值合理，未来有望迎来反弹机会，建议重点关 注其在产业链中的潜在表现，把握超跌带来的投资窗口。 （文章来源：每日经济新闻） | 代码 | 名称 | 现价 | 涨跌 涨跌幅 ▲ | | --- | --- | --- | --- | | 159162 | 工业有色ETE鹏华 | 0.971 | -0.024 -2.41% | | 159168 | 有色ETF富国 | 1.020 | -0.025 -2.39% | | 560860 | 工业有色ETF万家 | 1.887 | -0.043 -2.23% | | 159157 | 有色金属ETF天弘 | 0.985 | -0.021 -2.09% | ...

近日，佛山市出台《佛山市自然资源局关于支持房地产项目缓建的通知》及《佛山市自然资源局关于限 时优化存量项目违约金核算标准的通知》。上述文件明确，凡是在2025年9月16日前签订土地出让合同 的房地产项目，若尚未开工或已开工但未竣工，均可在出让合同或其补充协议约定的开竣工期限前提出 缓建一年申请。 另外，对已产生开竣工违约行为的房地产项目，应核定自违约之日起至2025年11月18日期间的违约责 任，若产生违约金并足额缴纳的，同样适用本通知的缓建政策。 这是精准纾困房企、稳定市场预期的关键举措。通过最长一年缓建与降低违约金，为房企提供宝贵发展 空间，同时保障项目有序推进与购房者权益。 原标题：佛山：允许房地产项目缓建、降低企业违约金 编辑：李宏伟 责编：邓萍 审核：罗军 ...

（责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 随着人工智能快速发展，投资者开始担忧AI可能颠覆多个行业的商业模式并推高失业率，科技股 大幅走低，标普指数连续第三个交易日下滑。市场避险需求减弱，白银作为工业属性更强的贵金属跌幅 尤为显著，黄金相对抗跌但亦承压。 中信证券有色金属行业首席分析师敖翀分析指出，当前黄金的上涨趋势尚未完结，流动性预期是当 下驱动黄金价格走势的核心力量。此外，持续的地缘政治冲突也为黄金提供了阶段性的避险动力。随着 流动性的持续释放，中国和全球经济有望在未来6-12个月内出现阶段性回暖，带动市场需求回升。在叠 加供给刚性的情况下，可能使金属价格在调整后重获支撑，并存在再创新高的可能。 每日经济新闻 2月12日，受担忧人工智能建设的负面影响，美股全线跳水，市场风险偏好降温，金价盘中闪崩， COMEX黄金期货价格自5098美元快速跳水到4900美元，尾盘小幅拉升， ...

每经AI快讯，2月13日，中国高精密(00591.HK)跌超18%，截至发稿跌18.06%，报0.295港元，成交额 482.16万港元。 ...

Group 1 - The core point of the article is that Jinli Permanent Magnet (Ganzhou) New Materials Co., Ltd. has increased its registered capital from 100 million RMB to 1.1 billion RMB, marking a 1000% increase [1] - The company was established on November 18, 2024, and is wholly owned by Jinli Permanent Magnet (300748) [1][2] - The business scope of the company includes manufacturing, sales, and research of electronic special materials, magnetic materials, and rare earth functional materials [1][2] Group 2 - The company is classified as a limited liability company with a business duration that is indefinite [2] - The registered address is located in the Ganzhou Economic and Technological Development Zone, Jiangxi Province [2] - The company is recognized as a general taxpayer for value-added tax [2]

每经AI快讯，天眼查App显示，近日，紫金矿业（601899）发生工商变更，注册资本由约26.3亿元人民币增至约26.6亿元人民币。紫金矿业集团股份有限公 司成立于2000年9月，法定代表人为邹来昌，经营范围含矿产资源勘查、金矿采选、金冶炼、铜矿采选、信息系统集成服务、信息技术咨询服务等。股东信 息显示，该公司由闽西兴杭国有资产投资经营有限公司、香港中央结算(代理人)有限公司、香港中央结算有限公司等共同持股。 | | 查公司 都在用的商业查询工具 | 查老板 查关系 查风险 | | | --- | --- | --- | --- | | | 紫金矿业集团股份有限公司 国家中小企业发展子基金旗下机构 | | × | | 基本信息 473 | 上市信息 999+ 法律诉讼 46 | 经营风险 313 | हर | | TR信賞 ● | | | | | 工商信息 历史工商信息 | | | | | 企业名称 | 紫金矿业集团股份有限公司 曾用名 福建紫金矿业集团股份有限公司 更多1 | | | | 法定代表人 | 邹来昌 饶关联企业 6 | 登记状态 ② | | | | | 成立日期 | 2000-09-( | | ...