Group 1 - The core viewpoint of the articles highlights the significant growth and popularity of FOF (Fund of Funds) products in the A-share market, driven by strong demand from bank clients for diversified asset allocation in a low-interest-rate environment [1][6][7] - Since the beginning of 2026, FOF products have seen a surge in issuance, with many products being sold out in just one day, indicating a robust market interest [2][3] - The total issuance scale of new FOF products in 2026 has reached approximately 300 billion yuan, a substantial increase compared to 61.29 billion yuan in the same period of 2025 [2][3] Group 2 - Major banks are actively promoting FOF products, with several banks creating FOF preferred pools to enhance product visibility and growth [4][5] - The collaboration between banks and fund companies has led to significant increases in FOF product sizes, with some products reaching nearly 100 billion yuan in scale [5][6] - The shift from "fixed income +" to "multi-asset allocation" reflects a broader trend in the FOF market, as new products increasingly incorporate diverse asset classes, including equities and commodities [6][7] Group 3 - The unique advantage of FOF products lies in their ability to diversify investments and improve the risk-return profile, making them attractive in the current market environment where traditional fixed-income assets are underperforming [7] - FOF products are positioned as essential tools for investors seeking stable returns and wealth preservation in uncertain market conditions [7][8] - The focus for FOF management in 2026 will be on diversified allocation to mitigate risks rather than solely pursuing returns from individual asset classes [7]

Core Viewpoint - The board of directors of China Nuclear Power Co., Ltd. held its ninth meeting of the fifth session on February 5, 2026, where several important resolutions were passed, including the 2026 investment plan and financial budget, as well as the approval of a share transfer and the adjustment of board committee members [1][2][4][5][6][12][27]. Group 1: Board Meeting Resolutions - The meeting approved the 2026 investment plan with unanimous support from all 12 attending directors [2]. - The financial budget for 2026 was also approved, again with unanimous support [5]. - A resolution was passed to agree to waive the priority purchase rights regarding the transfer of 4% equity in the subsidiary China Nuclear SuNeng, with all directors voting in favor [6]. - The internal audit work report for 2025 and the work plan for 2026 were approved unanimously [8]. - The legal work report for 2025, including compliance management, was also approved [10]. - The revision of the "General Manager Work Rules" was approved unanimously [12]. - The adjustment of the board's specialized committee members was approved, ensuring continuity and compliance in governance [27]. Group 2: Share Transfer and Financial Impact - The transfer of 4% equity in China Nuclear SuNeng from Lianyungang Jinlian Energy Investment Co., Ltd. to Jiangsu Dongxin Farm Co., Ltd. was valued at RMB 55.534 million, plus corresponding capital costs [15][17]. - The company will maintain its 51% controlling stake in China Nuclear SuNeng post-transfer, ensuring no significant impact on its financial status or operational structure [15][24]. - The waiver of the priority purchase right does not constitute a related party transaction or a major asset restructuring as per regulations [15][17]. Group 3: Upcoming Shareholder Meeting - The first temporary shareholder meeting for 2026 is scheduled for March 12, 2026, with both onsite and online voting options available [30][31]. - The meeting will discuss the resolutions previously approved by the board, ensuring transparency and shareholder engagement [34].

登录新浪财经APP 搜索【信披】查看更多考评等级 根据《中华人民共和国证券投资基金法》《公开募集证券投资基金运作管理办法》等法律法规及基金合 同、招募说明书的相关约定，南方基金管理股份有限公司（以下简称"本公司"）决定自2026年2月9日起 委托中证指数有限公司计算旗下部分上交所ETF的基金份额参考净值（IOPV），并相应修订基金合同 有关内容（如涉及）。具体情况公告如下： 一、基金范围 ■ 二、修订内容 基金管理人将根据调整情况修订各基金的基金合同（如涉及），并将根据修订的基金合同相应修订各基 金的招募说明书（如涉及）等法律文件。基金份额参考净值（IOPV）的计算与公告具体将修订为"基金 管理人在每一交易日开市前公告当日的申购赎回清单，基金管理人或基金管理人委托的其他机构可以在 相关证券交易所开市后，根据申购赎回清单和组合证券内各只证券的实时成交数据，计算基金份额参考 净值（IOPV）并通过上海证券交易所发布"。 本次修订已履行规定的程序，符合法律法规及各基金基金合同的规定，修订内容自2026年2月9日起生 效，修订后的法律文件将依照《信息披露办法》的有关规定在基金管理人网站（www.nffund.com） ...

Meeting Information - The company will hold its first extraordinary general meeting of shareholders in 2026 on March 4, 2026 [3][40] - The meeting will be convened by the board of directors and complies with relevant laws and regulations [2] - The meeting will include both on-site voting and online voting [4] Attendance and Registration - Shareholders must register by February 26, 2026, to attend the meeting [5] - All ordinary shareholders registered by the cut-off date can attend, and proxies can be appointed [5][6] - Registration can be done in person or via mail/fax [11] Voting Procedures - Voting will occur on March 4, 2026, with specific time slots for online voting [3][14] - The voting process will include both cumulative voting for certain proposals and regular voting for others [10][18] Proposals for Review - The meeting will review several proposals, including amendments to the company's articles of association and the election of new board members [26][40] - Proposal 1 requires a two-thirds majority to pass, which is a prerequisite for the validity of subsequent proposals [10][34] - The election of non-independent and independent directors will be conducted through cumulative voting [10][36] Financial Guarantee - The company plans to provide a guarantee of 63 million RMB for a loan of 210 million RMB requested by its subsidiary, Xiangtan Mango Cultural Tourism Co., Ltd. [61][62] - This guarantee is subject to shareholder approval due to the subsidiary's high debt ratio [61][62] - The loan is intended for project construction and operational funding [62][70] Board Restructuring - The board of directors will be restructured to consist of 11 members, including 7 non-independent directors and 4 independent directors [56][58] - The election of directors will follow the approval of the amendments to the articles of association [57][58] - The new board will serve a term of three years upon approval by the shareholders [58]

Core Viewpoint - The number of listed companies conducting private placements has significantly increased in 2023, with a total financing scale reaching 84.939 billion yuan, a 359% increase compared to the same period last year, indicating a robust recovery in the A-share market and a growing interest from public funds in high-quality projects [1][3]. Group 1: Market Activity - As of February 5, 2023, 12 listed companies have completed private placements, doubling the number from the same period last year [1]. - The total amount raised through these placements has reached 84.939 billion yuan, reflecting a substantial increase in market activity [1]. - Public funds such as E Fund, Caitong Fund, and Nord Fund have actively participated in these private placements, indicating a competitive environment for high-quality projects [1][2]. Group 2: Fund Participation - E Fund has emerged as a major player in the private placement of companies like Beiqi Blue Valley and Megmeet, with significant allocations across multiple funds [2]. - Other public fund companies, including Guotou Ruijin Fund and Huatai Asset Management, have also participated in various private placements, showcasing a broad interest in the market [2]. - The participation of multiple funds in projects like Megmeet and Beiqi Blue Valley highlights the trend of increasing collaboration among public funds in private placements [2]. Group 3: Industry Focus - The companies involved in these private placements predominantly exhibit "hard technology" characteristics, focusing on sectors such as electric vehicles, smart appliances, and electronic information technology [3]. - Approximately 70% of the financing from private placements is directed towards new productive forces, aligning with national strategic directions for industrial upgrades [3]. - The current trend indicates a healthy market environment characterized by stable volume and improved quality of projects, with a focus on high-quality companies leveraging capital markets to strengthen their core businesses [3][4]. Group 4: Investment Challenges - The increasing competition for high-quality private placement projects has raised the bar for fund managers' research and pricing capabilities [4]. - The disparity between a restrained supply of projects and a surging demand from various capital sources, including banks and insurance funds, has intensified the competition [4]. - The average issuance discount for private placements has risen, necessitating a greater emphasis on pricing strategies and research capabilities for successful investment [4].

据文远知行披露的数据，截至1月12日，其全球Robotaxi部署总数已达1023辆。目前，文远知行的 Robotaxi已在广州、北京及阿布扎比实现纯无人商业化运营。其中，阿布扎比车队即将实现单车盈亏平 衡。小马智行方面披露，其Robotaxi车队规模于2025年达到1159辆，在北京、上海、广州、深圳实现全 无人商业化运营的同时，第七代Robotaxi已在广州实现单车盈利。 近日，谷歌母公司Alphabet旗下自动驾驶公司Waymo宣布完成160亿美元（约合人民币1110亿元）融 资，投后估值达到1260亿美元（约合人民币8744亿元），成为近年来自动驾驶领域规模最大的单笔融资 之一。 Waymo的巨额融资被业内视为自动驾驶市场竞速"升温"的重要信号。在国内市场，Robotaxi（自动驾驶 出租车）赛道也在加速"起量"，国内两家自动驾驶龙头企业——小马智行与文远知行顺利完成"美股+港 股"双重上市，并于近期先后宣布Robotaxi车队规模迈过"千辆"门槛。 上海证券报记者了解到，当前Robotaxi行业呈现"冷热并存"的特征：一方面，从资本投入到运营扩张， Robotaxi正从小范围试点走向更大规模的商业化探 ...

当前，围绕科学技术、产业发展、消费提质、民生福祉、治理能力等五大重点领域的发展需要，我国人 工智能高价值应用场景呈现百花齐放、加速落地的良好态势。"十五五"及未来一段时期，人工智能将深 度融入经济社会发展的关键环节，上述五大高价值场景将成为释放人工智能"倍增效应"的关键突破口。 为此，应加快构建以场景为驱动的创新发展生态，推动人工智能从技术突破迈向价值创造与规模化应 用，全面赋能高质量发展。 一、高价值应用场景是人工智能迈入"价值实现期"的关键抓手 人工智能的发展已从"技术突破期"迈入"价值实现期"，其核心瓶颈不再是算法或算力的先进性，而在于 能否在真实世界中持续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转化为现实生 产力、实现价值落地的关键抓手。 （一）场景是人工智能落地的关键枢纽 □ 中国宏观经济研究院 徐 策 中研智库 左登基 □ 人工智能的发展已从"技术突破期"迈入"价值实现期"，其核心瓶颈不再是算法或算力的先进性，而在 于能否在真实世界中持续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转化为现实 生产力、实现价值落地的关键抓手 □ 当前，高价值应用场景正从单点突破走向系 ...

孟浩 ◎记者 操子怡 江苏南通，春节前夕，在一间忙碌的智能制造工厂里，钢板、木料在传送带上缓缓前行。机械臂在空中 精准摆动，根据数字化模型完成抓取、装配与加工——这些看似重复而复杂的动作，正由一套"机器人 大脑"在背后实时指挥。 这套"机器人大脑"，始于十年前孟浩的"让工业机器人像用电脑一样简单"的想法。当时，他刚满30岁， 从高校实验室出来，在上海创立大界机器人科技有限公司（以下简称"大界"）。 十年后的今天，大界已成为一家拥有150名员工、服务全球数百家头部客户的创业公司。公司通过自研 工业软件平台RoBIM，为船舶、电力、建筑、重工等行业提供"手—眼—脑"协同的智能制造系统，覆盖 切割、打磨、焊接、装配等复杂工艺。 啃最难的场景 创业早期，大界的切入点并不是机器人本体，而是工业软件。团队希望做出类似Windows操作系统或手 机App那样的交互方式，让一线工人可以更容易地控制复杂设备。 "我们那时候想的事情很简单，就是能不能让工业机器人用起来更像普通人用电脑一样简单。"当被问及 创业的初衷，大界创始人孟浩的回答简单直接。 2016年，中国机器人赛道创业远没有今天火热。但当时，孟浩预判，中国未来工业领域对 ...

高勇认为，重庆正迎来历史性的重要机遇，其发展动能正从传统产业向战略性新兴产业、未来产业加速 转变。上市公司作为战略性新兴产业的核心载体与创新引擎，若选择布局重庆、落户永川，将高度契合 当地政策导向。 "企业投资重庆，差的不是机遇、资金，差的是机会和信息。"高勇说，重咨集团既要当好"红娘"，也要 做好"伴娘"。一方面，公司积极为地方政府谋划产业发展方向，精准对接具体项目需求；另一方面，公 司着力构建全链条投资服务能力，覆盖从项目策划包装、资金筹措、招投标组织，到工程监理、造价管 控、跟踪审计的各个环节。 高勇 ◎林玉莲 记者 徐锐 2月5日至6日，上市公司重庆行暨重庆市"四企"联动发展对接活动在重庆永川区举行。会上，重庆国际 投资咨询集团有限公司（下称"重咨集团"）董事长高勇在主旨演讲环节表示，作为正在建设中的重庆城 市副中心、渝西国际开放枢纽，永川肩负着重大战略使命，充满项目投资机遇。重咨集团愿意当好供给 方、服务方，与永川建立全方位、深层次的服务协作关系。 "从2025年重庆投资完成情况来看，政府投资与企业投资大致各占半壁江山。企业投资的稳步增长，充 分表明重庆产业正进入蓬勃发展、提速升级的新阶段。"高勇说 ...

周恒 制图 ◎记者 刘怡鹤 10万颗、20万颗、100万颗……这些数字不是天上星星的数量，而是全球计划发射的卫星数量。 尽管这些卫星大多仍处于申报阶段，却一次次刷新了人们对商业航天产业的认识和想象。为何卫星部署 规模呈现爆发式增长？近地轨道空间能否容纳？从普通人的生活到地球生态，大量卫星又将带来哪些改 变？ 上海证券报记者采访专家了解到，在各国锁定太空资源和卫星技术普及化的趋势下，大规模卫星申报和 部署成为必然趋势，奠定广阔卫星应用的基础。未来，"+卫星""卫星+"将如同"互联网+""+互联网"，培 育出繁荣的服务生态。不过，在部署更多卫星的同时，既要打通卫星应用"最后一公里"的商业化堵点， 也要关注尚未被充分认识的潜在影响。 卫星申请数量屡创新高 锁定稀缺太空资源 当地时间2月4日，美国联邦通信委员会（FCC）主席布伦丹·卡尔（Brendan Carr）发布SpaceX轨道数据 中心受理及征求意见公告。他在社交媒体平台上表示："FCC欢迎SpaceX公司提交的轨道数据中心申 请，并开始就此征求意见。" 1月30日，SpaceX向FCC提交了上述申请，内容为"一个拥有前所未有的计算能力的卫星星座，可为先进 的 ...