近日，地方两会陆续召开，山西、安徽、江西、河南、湖北、湖南等中部六省的2026年政府工作报告已 全部出炉。根据六省的数据，2025年中部地区GDP总量逼近30万亿元。其中，河南以5.6%的增速领跑 中部，湖北、安徽、江西增速均超5%。同时，安徽、河南的规上工业增加值同比分别增长9.4%和 8.4%，凸显中部地区制造业底盘之稳。 上海证券报记者梳理中部省份2026年政府工作报告发现，"稳增长、扩内需"成为各省今年的重点工作之 一。依托地方资源禀赋及在新消费领域的洞察，中部省份在消费、投资两端同步发力，打造中国经济高 质量发展的"中部引擎"。 满足情绪价值 中部省份布局新消费 湖北将大力推进三峡水运新通道等新建续建项目建设，以有效投资的扩量提质助推全省高质量发展一路 前行。江西力争鄱阳湖水利枢纽工程等重大项目开工，浙赣粤运河等重大项目前期工作取得积极进展。 山西则持续开展重大项目建设年活动，推动骨干水网及县域配套工程等项目建设，加快黄河古贤山西水 资源配置工程等前期工作。 湖南提出，抓好总投资2万亿元的389个省重点项目。根据湖南省发展和改革委员会日前公布的名单，包 括梅山灌区、金塘冲水库等重大水利工程被列入今年 ...

Core Viewpoint - The launch of commercial real estate REITs marks a significant development in China's public REITs market, creating a new landscape alongside infrastructure REITs, with a total fundraising target of 37.7 billion yuan from 10 products [1][2]. Group 1: Market Response and Development - The commercial real estate REITs initiative has received a positive market response, with 10 products covering various asset types such as shopping centers, hotels, and office buildings [1]. - The total stock of commercial real estate assets in China has exceeded 40 trillion yuan, indicating a substantial market potential for these REITs [1]. Group 2: Characteristics of Commercial Real Estate REITs - The newly submitted commercial real estate REITs feature a diverse range of underlying asset types, including hotels, office buildings, and mixed-use developments, which expands beyond the previously listed consumption infrastructure REITs [2]. - The characteristics of the submitted REITs include a high proportion of mixed-use assets and a diversified asset portfolio, with many projects involving assets from multiple cities [3]. Group 3: Regulatory and Operational Efficiency - The application process for commercial real estate REITs is more efficient, as it bypasses the prior requirement for recommendations from provincial and national development reform commissions, allowing direct submission to the regulatory authority [3]. - The use of raised funds is more flexible for commercial real estate REITs, allowing net proceeds to be used for debt repayment related to main business operations, unlike the stricter regulations for infrastructure REITs [3]. Group 4: Investment Pricing and Value Discovery - The introduction of commercial real estate REITs aims to address liquidity issues and pricing inefficiencies in the real estate sector, providing a more market-oriented approach to value discovery [5]. - The REITs are expected to establish a more standardized investment pricing system based on long-term asset holding and stable operations, enhancing the quality of asset management [6]. Group 5: Transparency and Market Dynamics - REITs break the traditional reliance on large transactions by enabling continuous trading, allowing market supply and demand to determine prices, which aligns more closely with real market expectations [7]. - The mandatory disclosure of key operational data such as occupancy rates and cash flows will enhance transparency in the real estate investment process, addressing previous information asymmetries [7].

登录新浪财经APP 搜索【信披】查看更多考评等级 公告送出日期：2026年02月04日 1公告基本信息 ■ 2基金募集情况 ■ 富国基金管理有限公司 2026年02月04日 富国基金管理有限公司 关于旗下基金投资关联方承销期内 注：1、按照有关规定，本基金合同生效前的律师费、会计师费以及与本基金有关的法定信息披露费由 本基金管理人承担。2、本公司高级管理人员、基金投资和研究部门负责人未认购本基金。3、本基金的 基金经理未认购本基金。 3其他需要提示的事项 自基金合同生效之日起，本基金管理人开始正式管理本基金。认购本基金的基金份额持有人可以到销售 机构的网点查询交易确认情况，也可以通过本基金管理人的网站（www.fullgoal.com.cn）或客户服务电 话（400-888-0688）查询交易确认情况。 在确定申购开始与赎回开始时间后，基金管理人应在申购、赎回开放日前依照《信息披露办法》的有关 规定在规定媒介上公告申购与赎回的开始时间。基金管理人将依据基金合同的约定向深圳证券交易所申 请基金份额上市交易。 本基金可在基金份额上市交易之前开始办理申购和赎回，但在基金份额申请上市期间本基金可暂停办理 申购和赎回。 ...

Company News - ST Cuihua announced that it has received a "Notice of Investigation" from the China Securities Regulatory Commission due to suspected violations of information disclosure regulations [1] - Hainan Mining is planning to acquire 69.90% of Fengrui Fluorine Industry through a combination of issuing shares and cash payment, and will resume trading on February 10, 2026 [1] - Evert plans to acquire 100% of Shanghai Shengpu Fluid Equipment Co., Ltd. through a combination of issuing shares and cash payment, with trading resuming on February 10, 2026 [1] - Zhiguang Electric's subsidiary signed a sales contract worth a total of RMB 1.004 billion for energy storage systems [8] - Yuanjie Technology plans to invest approximately RMB 1.251 billion to build a second-phase R&D and production base for optoelectronic semiconductor chips and devices [8] - Mengguli plans to invest RMB 929 million to construct a project for producing 30,000 tons of lithium-ion battery cathode materials annually [8] - Jinhui Co. intends to acquire 100% of Fusheng Mining for RMB 210 million, aiming to develop gold resources as a new economic growth point [8] Industry Insights - The A-share market saw a strong rebound, with major indices rising significantly, indicating market expectations for a "spring red envelope" rally [4] - The AI application sector experienced a surge, with multiple stocks hitting the daily limit, driven by advancements in AI models and their commercial viability [5][6] - The rare earth product prices have accelerated, with praseodymium and neodymium oxide prices rising by 7.59% and 6.27% respectively, indicating potential profitability improvements in the industry [7] - The number of private equity firms with over RMB 10 billion in assets reached a historical high of 122, reflecting a strong market interest in equity assets [3]

Core Viewpoint - Tianjin Jieqiang Power Equipment Co., Ltd. (referred to as "the company" or "Jieqiang Equipment") has been sentenced for unit bribery, resulting in a fine and imprisonment for its actual controller, Pan Feng, which may adversely affect the company's future development [3][5][6]. Group 1: Legal Proceedings - The company and Pan Feng have been found guilty of unit bribery, with the company fined RMB 1.5 million and Pan Feng sentenced to one year and nine months in prison, along with an additional fine of RMB 1.5 million [3][7]. - The fines have been paid by the controlling shareholder [3][7]. - The company has confirmed it will not appeal the ruling, and the judgment has taken effect [4][6]. Group 2: Impact on Business - The legal issues may have a negative impact on the company's future development, including potential effects on brand reputation and business expansion [6][16]. - The company reported a revenue of RMB 169 million for the first three quarters of 2025, representing an 8.07% year-on-year increase, but it also projected a net loss of RMB 90 million to RMB 120 million for the same period [13]. - The company has received administrative regulatory measures from the Tianjin Securities Regulatory Bureau due to internal control deficiencies, which may further impact its operations [16]. Group 3: Shareholder Information - As of the end of the reporting period, Pan Feng holds 25.41% of the company's shares, making him the largest shareholder [11].

2月10日，是华正转债的最后交易日。华正转债2月9日收盘价为183.202元/张，如果投资者不及时操作，可能亏损超45%。此前，华锐转债部分持有者就因 未及时操作导致亏损超36%。 | | | 华正转债 | | | E | | --- | --- | --- | --- | --- | --- | | | | 113639 T+0 | | | | | 183.202 → | | 173.500 最高 | | 183.957 最低 | 168.585 | | 总手 12.153 7.10% | | 41.3万 | 金额 | 7.38亿 量比 | 1.36 | | 昨收 | 171.049 外盘 | 21.78 万 内盘 | | 19.47万 | 重多 | | 正股报价 72.35 +9.42% | | | | 转股流价率 -2.49% > | | | 分时 | 王日 | 周Ｋ 日K | | 月K | (0) 更多, | | 189.645 | 绞设置 均线 MA5:172.336 10:174.077 20:173.829 | | | | | | 176.748 | | | | | | | 163.850 | ...

Core Viewpoint - Tianyang New Materials has approved the use of idle raised funds for cash management, allowing subsidiaries to invest in high-security, liquid financial products with a total limit of 150 million yuan [2]. Group 1 - The company held meetings on January 20, 2025, where it approved the use of idle funds for cash management by its subsidiaries, including Kunshan Tianyang Photovoltaic Materials Co., Ltd., Nantong Tianyang Photovoltaic Materials Technology Co., Ltd., and Hai'an Tianyang New Materials Technology Co., Ltd. [2] - The investment will be in financial products that are safe, liquid, and have a capital protection commitment, with a usage period of up to 12 months from the date of board approval [2]. - The management is authorized to make investment decisions within the approved limit and to sign relevant contracts [2]. Group 2 - As of the announcement date, the company has successfully redeemed 150 million yuan of the principal, earning a total of 1.3554 million yuan in investment income and interest [3]. - The principal and earnings have been fully deposited into the subsidiary's fundraising special account [3].

证券代码：603980 证券简称：吉华集团 公告编号：2026-020 浙江吉华集团股份有限公司 关于《简式权益变动报告书》的 更正公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 浙江吉华集团股份有限公司 浙江吉华集团股份有限公司（以下简称"公司"）于2026年2月7日披露了《简式权益变动报告书》，经公 司自查发现，需更正部分内容。具体内容如下： ■■ 除上述更正内容外，《简式权益变动报告书》的其他内容保持不变。更正后的《简式权益变动报告书》 （更正版）详见上海证券交易所网站（www.sse.com.cn），敬请投资者查阅。公司对上述更正给投资者 带来的不便深表歉意，敬请广大投资者谅解。 董事会 2026年2月10日 证券代码：603980 证券简称：吉华集团 公告编号：2026-021 浙江吉华集团股份有限公司 关于《详式权益变动报告书》的 更正公告 特此公告。 ■ 除上述更正内容外，《详式权益变动报告书》的其他内容保持不变。更正后的《详式权益变动报告书》 （更正版）详见上海证券交易所网站（www.sse.com ...

Meeting Overview - The first temporary shareholders' meeting of Inner Mongolia Electric Power Investment Energy Co., Ltd. was held on February 9, 2026, with a total of 246 shareholders present, representing 1,429,837,138 shares, which is 63.7872% of the total voting shares [3][4]. Voting Method and Attendance - The meeting utilized a combination of on-site voting and online voting, with the on-site meeting held at the company's office in Tongliao City, Inner Mongolia [3][4]. - The attendance included 4 shareholders voting on-site, representing 1,258,759,983 shares (56.1552%), and 242 shareholders voting online, representing 171,077,155 shares (7.6320%) [4]. Proposal Review and Voting Results - Proposal 1: The expected situation of daily related transactions for 2026 was approved with 136,087,711 shares in favor, accounting for 99.9527% of the valid votes [6][7]. - Proposal 2: The mid-term profit distribution plan was approved with 1,429,764,638 shares in favor, accounting for 99.9949% of the valid votes [9][10]. Legal Opinion - The legal opinion provided by Beijing Zhongzi Law Firm confirmed that the meeting's procedures, qualifications of attendees, voting procedures, and results complied with relevant laws and regulations, making the voting results valid [12].

Core Viewpoint - The company, Shanghai Yuyuan Tourist Mart (Group) Co., Ltd., is responding to regulatory inquiries regarding the sale of its subsidiary, Ningbo Xingjian Asset Management Co., Ltd., emphasizing the necessity and rationale behind the asset sale amid the cyclical downturn in the real estate market [1][2]. Group 1: Sale Necessity and Rationale - The company previously acquired Ningbo Xingjian in 2018 as part of a broader strategy to enhance its capabilities in the health and wellness real estate sector, with the asset being valued at approximately 97.69 million RMB at the time of acquisition [3][4]. - The decision to sell is influenced by the declining performance of Ningbo Xingjian, which has seen a significant drop in revenue and an increase in net losses due to market conditions and operational challenges [5][6]. - The sale price for the subsidiary is set at 91.79 million RMB, reflecting a strategic move to streamline operations and focus on core high-potential industries [6][8]. Group 2: Financial and Operational Context - As of October 31, 2025, Ningbo Xingjian reported total assets of approximately 162 million RMB, a significant decrease of 64.58% from the previous year, with liabilities also reduced to about 73 million RMB [29]. - The company has not distributed dividends since its acquisition, and the financial support provided by the parent company has been aimed at facilitating project development and operational needs [4][5]. - The asset's valuation for the sale is based on an asset-based approach, with a total asset valuation of 89.55 million RMB, reflecting the current market conditions and operational status of the subsidiary [12][21]. Group 3: Transaction Details and Valuation - The transaction involves a structured payment plan, with an initial deposit of 37.5 million RMB and subsequent payments contingent on the settlement of Ningbo Xingjian's outstanding debts [33][34]. - The valuation process considered the declining real estate market, with property values in Ningbo experiencing a downward trend, impacting the overall assessment of the asset's worth [22][28]. - The company has ensured that the transaction adheres to market principles, with no undisclosed relationships or agreements affecting the sale [11][18].