历时近一年的杉杉集团重整案迎来新进展。 2月9日，杉杉股份发布公告称，控股股东杉杉集团及其全资子公司朋泽贸易与重整投资人皖维集团和宁 波金资签署了《重整投资协议》。 安徽国资拟入主 杉杉股份最新发布的公告显示，皖维集团、海螺集团和宁波金资组成的联合体作为中选方。其中，皖维 集团和宁波金资为杉杉集团和朋泽贸易的重整投资人，皖维集团实际控制人为安徽省国资委，宁波金资 由宁波市财政局实际控制，主营区域金融不良资产收购处置业务。 根据协议，皖维集团将采取"直接收购、即期出资与远期收购"相结合的交易安排，以总额不超过71.56 亿元的对价，实现对杉杉股份21.88%股权的表决权控制或与相关方达成一致行动。 杉杉股份从服装起家，后跨界转型为锂电池材料民营巨头，目前公司拥有负极材料和偏光片业务这两大 核心主业。此次拟入主的皖维集团有何背景，它又将为杉杉股份带来什么？ 公开信息显示，皖维集团为安徽省属国有大型企业，实际控制人为安徽省国资委，主营业务涵盖化工、 化纤、新材料，2024年实现营业收入92.35亿元，净利润3.98亿元，核心子公司皖维高新已于1997年上 市。 目前，海螺集团正推进对皖维集团的重组，拟通过现金增资4 ...

知名基金经理葛兰的最新动向曝光。 奥浦迈（688293）最新披露的前十大股东情况显示，2025年三季度以来，葛兰管理的中欧医疗健康混合基金加仓。同时，基本养老保险基金一六零三二组 合也进行了增持操作。不过，近期医药板块持续调整，多位基金经理表示，医药行业投资难度有所提升，未来更考验基金经理的选股能力。 葛兰出手加仓 2月9日，奥浦迈发布《关于发行股份及支付现金购买资产并募集配套资金之发行结果暨股本变动的公告》，其最新前十大股东情况浮出水面。截至2月5 日，葛兰管理的中欧医疗健康混合基金持有奥浦迈434万股，较2025年9月底增加33.14万股。 梳理发现，2025年9月底，中欧医疗健康混合基金新进为奥浦迈前十大股东，持股数量为400.86万股。 除了葛兰以外，基本养老保险基金一六零三二组合增持奥浦迈120万股，赵蓓管理的工银瑞信前沿医疗股票基金增持9.99万股。 奥浦迈是一家专门从事细胞培养产品与服务的企业。根据奥浦迈此次发布的公告，公司拟通过发行股份及支付现金方式购买澎立生物100%股权。具体来 看，公司将向25名交易对方首期一次性发行股份，上述新增股份合计1621.59万股，发行股票价格31.57元。 从 ...

查看更多考评等级 作者：柴刘斌 2.54亿元借款逾期导致45个账户冻结，珠宝老字号陷入经营与财务双重危机。 2月9日，萃华珠宝（002731）因其主要银行账户被冻结，将被实施其他风险警示，股票于今日停牌。公 司股票简称将于2月10日复牌后，变为"ST萃华"，股票日涨跌幅限制变为5%。 同日晚间，萃华珠宝公告称，公司于近日收到中国证监会下发的《立案告知书》，因公司涉嫌信息披露 违法违规，中国证监会决定对公司立案。目前公司部分经营活动和业务尚能开展。在立案调查期间，公 司将积极配合中国证监会的相关调查工作，并严格按照相关法律法规的规定和监管要求及时履行信息披 露义务。 2.54亿元借款逾期，45个账户被冻 萃华珠宝在公告中披露，因资金紧张、流动性短缺，公司及子公司多笔金融机构贷款逾期违约，截至2 月6日，公司及部分子公司累计借款逾期本金为2.54亿元。多家金融机构已提起诉讼或仲裁，导致公司 及子公司主要银行账户被人民法院冻结，对公司业务开展带来了重大影响。 据统计，截至2月6日，公司45个主要银行账户被冻结，其中包括基本户4个、一般户41个，实际冻结累 计金额为472万元。 | 公司名称 | | 冻结账户个数 | ...

Core Viewpoint - The Ministry of Human Resources and Social Security, along with six other departments, is conducting administrative guidance on labor practices for major platform and express delivery companies to protect the rights of new employment form workers [1] Group 1: Administrative Guidance - The administrative guidance involves 16 companies, including Meituan, Taobao Flash Purchase, JD Instant Delivery, and others [1] - Companies are required to fully implement their responsibilities as employers and continuously improve labor management practices [1] Group 2: Protection of Workers' Rights - The initiative aims to ensure the rights and interests of workers in new employment forms are effectively safeguarded [1]

Group 1 - The 2026 Central Document No. 1 emphasizes accelerating the research and application of high-end intelligent agricultural machinery and promoting the development of forestry and grassland machinery, addressing current agricultural challenges and guiding the future of smart agriculture [1] - Smart agriculture is viewed as the future of Chinese agriculture, with the need for high-end intelligent machinery being essential for increasing productivity and exploring suitable paths for agricultural intelligence in China [1] - Companies like Weichai Lovol and Swan Co. are leading the charge in high-end intelligent agricultural machinery development, aligning with policy directions and industry needs to drive the transformation of smart agriculture [1] Group 2 - Weichai Lovol plans to release the first domestic AI model focused on "intelligent machinery + smart agriculture" by 2025, aiming to implant a "smart brain" into agricultural production for full-chain intelligence [2] - The company has established 70 smart farms across over 20 provinces, managing more than 10 million acres, showcasing its commitment to the development of smart agriculture [2] - Swan Co. focuses on niche areas, providing intelligent solutions in cotton processing that significantly enhance production efficiency and reduce labor costs, while improving product quality to meet international standards [2] Group 3 - Industry experts predict that with ongoing policy implementation and increased corporate innovation, high-end intelligent agricultural machinery will evolve towards precision, sustainability, and collaboration, thereby reinforcing the foundation for building a strong agricultural nation [2]

Group 1 - The AI application sector is experiencing significant gains, with companies like Dongfang Guoxin and Sanliu Ling (601360) hitting the daily limit, alongside other firms such as Zhongwen Online, Rongxin Culture, and Zhangyue Technology also reaching their limits [2] - Recent developments in the domestic video generation industry include the launch of the 3.0 series models by Keling AI on February 5, which encompass video and image generation, editing, and post-production across the entire film and television process [2] - ByteDance's multi-modal model Seedance 2.0 underwent a major update on February 7, achieving high stability in subject features during multi-shot continuous generation, marking a critical milestone for AI video transitioning from "short video materials" to "narrative long content" [2] Group 2 - The precious metals sector saw afternoon gains, with Hunan Silver hitting the daily limit and other stocks like Sichuan Gold and Zhongjin Gold following suit [3]

今日早盘，A股市场集体反弹。AI、太空光伏等科技主线领涨，带动创业板指涨超3%。截至午间休市，上证指数报4113.28点，涨1.17%；深证成指涨 2.07%，创业板指涨3.11%，科创综指涨2.22%。 A股主要股指早盘表现 CPO概念掀涨停潮。天孚通信"20cm"涨停，股价创历史新高，公司市值升至2360亿元。杰普特、兆驰股份、安孚科技、长飞光纤等同样涨停。 太空光伏概念再爆发 光伏设备板块多股涨停 早盘，A股商业航天、太空光伏概念再度爆发，多只相关个股封上涨停。申万光伏设备指数半日大涨5.05%，聚和材料、协鑫集成、爱旭股份、亚玛顿等 多股涨停。 | 代码 | 名称 | 最新 | 新帽% T | | --- | --- | --- | --- | | 688503 | 聚和材料 | 89.23 | 20.00 | | 688560 | 明冠新材 | 22.27 | 11.57 | | 002506 | 协鑫集成 | 5.04 | 10.04 | | 600732 | 爱旭股份 | 15.04 | 10.02 | | 002623 | 亚玛顿 | 30.97 | 10.02 | | 603212 | 塞什 ...

在经历上周的巨震后，北京时间2月9日，现货黄金盘初持续走高，重新站上5000美元/盎司；现货白银盘中突破80美元/盎司。截至北京时间8时，现货黄 金报5029.785美元/盎司，日内涨超1%；现货白银报79.771美元/盎司，日内涨超2.5%。 北京时间2月9日，日韩股市大幅上涨。截至发稿，日经225指数涨4.52%；韩国KOSPI指数涨近4%。在经历上周的巨震后，现货黄金盘初持续走高，重新 站上5000美元/盎司；现货白银盘中突破80美元/盎司。 本周，宏观数据的密集发布成为市场的核心主线。受美国政府短暂停摆影响，美国1月非农就业报告推迟至2月11日发布。由于美国CPI数据也定于本周出 炉，市场将迎来非农和CPI数据的扎堆公布。作为美联储双重使命的关键经济数据，投资者将据此对美联储降息前景进行判断，或导致市场的波动风险显 著提升。 黄金、白银反弹 近期，国际贵金属市场风云变幻，黄金、白银频现急涨急跌走势。展望后市，多家机构研报分析，当前市场可能仍处于震荡盘整期，但中长期仍看好贵金 属上涨逻辑。 正信期货研报称，当前市场仍具有极高的不确定性。建议谨慎为主。中长期来看，贵金属供需结构矛盾仍存，将受益于地缘政治扰 ...

2026.2.9 晨期一 ●查编 秦安 e-mail:szgcj@senews.com.cnO英编 周恒 培育五大高价值场景 释放AI倍增效应 □ 中国家观经济研究院 徐 策 中研智库 左登基 □ 人工智能的发展已从"技术突破期"五人"价值实现第",其核心瓶颈不再是算法或算力的先进性,而在于能否 在高实世界中特集创造出可观的经济与社会价值。高价值应用场景正是推动技术成果赖化为现实生产力、实现 价值落地的关键抓手 □ 当前,离价值应用场景正从单点突破走向系统布局,在科学技术、产业发展、消费提质、民生福祉、治理能力等五 大领域形成全方位、多层次、密领域的应用格局,呈现出百花齐放的繁要最象。展望未来,人工智能将在这五大顿 域产生辉远影响,高价值小切口场景将成为释放At 倍增效应"的关键突破口,推动人工智能深度融入经济社会 关键领域 □* 十五五"时期,是人工智能技术准动技术创新进步和产业深度转裂升级发展的关键历史时期。建议紧扣国家重 大战略體求和产业发展实际象费,系统谋划重大改革、重大任务、重大项目部署,推进人工智能高价值场景建设, 加快棒建以场侵为驱动的人工智能发展生态,推动人工智能从技术突破迈向规模化价值实现 ...

Core Insights - Shanghai has launched a three-year action plan to support the transformation and upgrading of advanced manufacturing, aiming to add 100 manufacturing enterprises with an annual output value exceeding 1 billion yuan by 2028, totaling over 600 such enterprises [1][5] - The plan includes four major actions and 17 measures to enhance the modern industrial system, focusing on structural optimization, innovation breakthroughs, quality and efficiency improvements, and resource support [1][3] Group 1: Structural Optimization and Upgrading - The action plan outlines three paths for structural optimization: enhancing traditional industries, accelerating strategic leadership in emerging sectors, and promoting the growth of key and emerging industries [2][3] - Specific initiatives include supporting traditional industries like petrochemicals and steel to innovate and expand into new materials, while also fostering advancements in integrated circuits and artificial intelligence [2][3] Group 2: Innovation and Technology - The plan emphasizes the role of enterprises in driving innovation, encouraging increased investment in basic research, and providing financial incentives for high-growth R&D companies [3][4] - It aims to deepen digital transformation through initiatives like "AI + manufacturing," promoting the application of AI technologies in production processes and enhancing the digitalization of manufacturing equipment [3][4] Group 3: Resource and Financial Support - Shanghai will strengthen support for key resources such as talent, space, and funding, optimizing financial services for the manufacturing sector, including lower interest rates and longer loan terms [4][5] - The action plan aims to create a robust ecosystem for manufacturing, addressing individual needs related to talent acquisition, land use, logistics, and energy supply [5][6] Group 4: Long-term Development Goals - By 2025, Shanghai's industrial output value is projected to grow by 5.1%, reaching a historical high of 4.07 trillion yuan, with significant investments in high-end manufacturing [4][5] - The plan sets ambitious targets for the establishment of advanced intelligent factories and green manufacturing enterprises, aiming for substantial growth in emerging industries such as electronic information and smart vehicles [6]