Market Overview - The A-share market experienced fluctuations with the Shanghai Composite Index down by 1.32%, Shenzhen Component Index down by 1.41%, ChiNext Index down by 1.18%, and the Sci-Tech Innovation Index down by 2.28% as of the midday close [1] - The total trading volume in the Shanghai and Shenzhen markets reached 165.69 billion yuan, with New Yisheng (300502) leading the A-share market with a trading volume of 27.53 billion yuan [1] Sector Performance - The power grid equipment sector showed resilience, with multiple stocks hitting the daily limit, including Shuangjie Electric and Baobian Electric, both up by 20% [4] - The cultural media sector was active, with film stocks performing well; Hengdian Film achieved three consecutive daily limits, and other stocks like Zhujiang Piano and Zhejiang Wenlian also saw significant gains [8] Power Grid Equipment Sector - The power grid equipment sector is experiencing a surge, with stocks like Electric Power Research Institute and Shuangjie Electric both reaching a 20% increase [4] - The global AI investment boom is driving demand for power infrastructure, with a projected increase in global IT load by 106 GW from 2025 to 2030 [7] - The global annual investment in power grids is expected to grow significantly, from approximately 330 billion USD in 2023 to 620 billion USD by 2030, indicating substantial growth potential for domestic power equipment companies [7] Film Industry Outlook - The film market is expected to recover, transitioning from a "single film support" model to a "multi-strength resonance" model, with a forecast for moderate growth [11] - As of February 1, 2026, the annual box office has already exceeded 2 billion yuan, with several domestic films scheduled for release during the 2026 Spring Festival [10] - Hengdian Film anticipates a turnaround in profitability, projecting a net profit of 130 million to 180 million yuan for 2025, driven by industry recovery and improved management [9]

2月2日早盘，A股市场震荡调整。截至午间收盘，上证指数跌1.32%，深证成指跌1.41%，创业板指跌1.18%，科创综指跌2.28%。沪深北三市半日成交 16569亿元，新易盛（300502）成交额达275.32亿元，位居A股第一。 早盘，电网设备概念逆势走强，板块内多只个股涨停。截至午间收盘，电科院、双杰电气以20%幅度涨停，安靠智电、通光线缆涨超10%，森源电气、保 变电气、广电电气等多只个股涨停。 | 双杰电气 | 15.56 | 19.97% | 2.59 | | --- | --- | --- | --- | | 300444 | | | | | 电科院 | 9.68 | 19.95% | 1.61 | | 300215 | | | | | 安靠智电 | 47.74 | 17.82% | 7.22 | | 300617 | | | | | 红相股份 | 15.48 | 11.53% | 1.60 | | 300427 | | | | | 灿能电力 | 25.52 | 10.38% | 2.40 | | 920299 融 | | | | | 森源电气 | 7.54 | 10.07% | 0.69 | ...

今日提示 ·嘉美包装2月2日起复牌，核查工作已完成。 ·民爆光电2月2日起复牌，拟跨界收购PCB钻针标的。 ·易思维2日发行，代码787816，发行价55.95元，市盈率90.39倍，申购上限0.6万股，主营汽车制造机器 视觉设备。 上证精选 ·证监会进一步完善上市公司再融资战略投资者制度，拟扩大战略投资者类型，明确最低持股比例要 求。 ·公募基金信息披露规则迎重要修订，要求新增披露产品过去7年、10年中长期业绩。 ·修订后的"上市公司可持续发展报告编制指南"发布，增加"污染物排放""能源利用""水资源利用"三个具 体指南。 ·财政部发布关于出口业务增值税和消费税政策的公告、关于明确增值税应税交易销售额计算口径的公 告、关于增值税法施行后增值税优惠政策衔接事项的公告、关于增值税征税具体范围有关事项的公告等 文件。 ·2026年春运将自2月2日启动，至3月13日结束。 ·亚洲虚拟现实XR产业展览会（AWE Asia 2026）将于2月2日至4日在新加坡举办。 ·锋龙股份2月2日起复牌，核查工作已完成。 中信建投证券认为，由于国际贵金属价格剧烈波动和A股宽基ETF近期大规模资金流出，情绪指数出现 明显下滑。考虑到 ...

Core Viewpoint - The implementation of the new VAT law in China starting January 1, 2026, aims to clarify tax exemption policies and improve tax administration efficiency for individuals and small-scale taxpayers [1][2]. Group 1: VAT Law Implementation - The Ministry of Finance and the State Taxation Administration have issued announcements to detail the standards for the VAT exemption threshold [1]. - The threshold for individual taxpayers under the per-transaction tax payment system has been raised from 500 yuan to 1,000 yuan [1]. Group 2: Taxpayer Benefits - The new policy balances tax efficiency and fairness by allowing a higher threshold for periodic tax payments, reducing the tax burden on individuals [2]. - Individuals reaching the exemption threshold must declare taxes by June 30 of the following year, providing ample time for compliance [2]. Group 3: Tax Administration Simplification - The tax administration aims to minimize the need for individuals to self-declare taxes, reducing their administrative burden [3]. - If individuals do not engage in invoice issuance or withholding, they will only need to declare taxes for any unpaid taxable transactions at the end of the year [3]. Group 4: Small-scale Taxpayer Flexibility - Small-scale taxpayers can choose to forgo tax exemptions for certain transactions to meet customer demands for VAT invoices [4]. - The ability to selectively waive tax exemptions allows small-scale taxpayers to manage their tax obligations more flexibly without affecting other transactions [4].

| 1). 有色、航运等周期股 | 18% | | --- | --- | | 2). 新能源产业链等赛道股 | 24% | | 3). 食品饮料、医药等消费股 | 3% | | 4). AI+、芯片等科技股 | 26% | | 5). 银行、保险、券商等金融股 | 12% | | 6). ETF指数基金 | 8% | | 7). 其他 | 9% | 原标题：盈利连续改善 近八成投资者看涨2026年行情——上海证券报·个人投资者2026年第一季度调查 报告 | 1). +5%以上 | 47% | | --- | --- | | 2). 0%- (+5%) | 31% | | 3). 零涨幅 4). 0%- (-5%) | 5% 8% | | 5). -5%以上 | 9% | | 1). 4000点附近 | 21% | | --- | --- | | 2). 4100点附近 | 25% | | 3). 4200点附近 | 6% | | 4). 4300点附近 | 16% | | 5). 4400点附近 | 22% | | 6). 4500点及以上 | 10% | （感谢申万宏源证券、东北证券相关营业部对本调查的 ...

Core Insights - Tencent has launched a new social product called Yuanbao Pai, which features an AI assistant and is currently in public testing with an invitation-only access model [2] - The product has generated significant interest, with users even reselling invitation codes on second-hand trading platforms [2] - Yuanbao Pai expands on previous functionalities by introducing new features such as "抢10亿红包" (grab 1 billion red envelopes) during the Spring Festival [2] Group 1: Product Features - Yuanbao Pai integrates an AI assistant named Yuanbao into group chats, allowing users to interact with it by tagging or quoting its messages [4] - The public version includes enhanced functionalities like "一起看" (watch together) and "一起听" (listen together), which connect to Tencent Video and QQ Music, enabling users to enjoy premium content and vast music libraries simultaneously [4] - The user limit for each Yuanbao Pai group is set at 100 participants [4] Group 2: AI Model and Interaction - Yuanbao Pai utilizes Tencent's self-developed model, the Hongyuan model, which is designed for better integration within Tencent's ecosystem [6] - Users have reported that Yuanbao's responses are more emotionally intelligent and personalized, often providing balanced answers to complex questions [6] - The AI's replies in group settings are more concise compared to one-on-one interactions, with a tendency to decline overly ambitious requests [6] Group 3: Market Context and Competition - Tencent aims to integrate AI into daily life, recognizing that group communication is a frequent and authentic interaction scenario that demands advanced AI capabilities [8] - Competitors like Baidu have also launched similar group chat functionalities, indicating a growing trend in the AI space [8] - The current AI applications are primarily focused on one-on-one interactions, but there is a shift towards exploring more social and collaborative uses of AI [10] Group 4: Strategic Positioning - Tencent has previously integrated Yuanbao with WeChat and QQ, but the decision to create Yuanbao Pai as a separate entity reflects a strategy to decentralize AI features while addressing user privacy and needs [11] - The competitive landscape for AI applications is intensifying, with companies vying for dominance in the AI entry point market [12] - As of now, Yuanbao's monthly active users rank third in the market, with Tencent's app climbing to the top of the free app rankings in the Apple Store [12]

赛力斯集团股份有限公司2026年1月份产销数据如下： 单位：辆 证券代码：601127 证券简称：赛力斯 公告编号：2026-004 赛力斯集团股份有限公司 2026年1月份产销快报 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法律责任。 赛力斯集团股份有限公司董事会 2026年2月2日 ■ 注：本表为产销快报数据，最终数据以2026年审计数据为准。 特此公告。 ...

中国工商银行股份有限公公司 客服电话：95588 为更好地满足投资者的理财需求，进一步提升客户体验，根据农银汇理基金管理有限公司（以下简 称"本公司"或"农银汇理"）与中国工商银行股份有限公司（以下简称"工商银行"）签署的代理销售协议 及补充协议，自2026年2月2日起，工商银行新增办理本公司旗下的部分基金代销业务。投资者可通过工 商银行办理部分基金的申购、赎回及定投等相关业务，申购及定投费率折扣以代销机构活动为准。现将 有关事项公告如下： 一、适用的基金列表： ■ 二、投资者可通过以下途径咨询相关详情： 本公司承诺以诚实信用、勤勉尽责的原则管理和运用基金资产，但不保证基金一定盈利，也不保证最低 收益。基金的过往业绩不预示其未来业绩表现，基金管理人管理的其他基金的业绩也不构成对基金业绩 表现的保证。销售机构根据法规要求对投资者类别、风险承受能力和基金的风险等级进行划分，并提出 适当性匹配意见。基金管理人提醒投资人注意基金投资的"买者自负"原则，在做出投资决策后，基金运 营状况与基金净值变化引致的投资风险，由投资人自行负担。敬请投资者于投资前认真阅读基金的《基 金合同》、《招募说明书（更新）》、《基金产品资料概 ...

特此公告。 中国移动有限公司董事会 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、误导性陈述或重大遗漏，并对其内容的 真实性、准确性和完整性承担法律责任。 近日，中华人民共和国财政部、国家税务总局发布了《关于增值税征税具体范围有关事项的公告》（财 政部 税务总局公告2026年第9号），规定自2026年1月1日起，在中华人民共和国境内，利用固网、移动 网、卫星、互联网，提供手机流量服务、短信和彩信服务、互联网宽带接入服务的业务活动适用的税目 由增值电信服务调整为基础电信服务，对应增值税税率由6%调整为9%。 此次税目适用范围调整，将对公司收入及利润产生影响。公司将坚守主责主业，努力做强做优做大通信 服务、算力服务、智能服务，坚持网络强基、推进全栈创新，深化精益管理和提质增效，加快建设世界 一流科技服务企业。 股票代码：600941 股票简称：中国移动 公告编号：2026-002 中国移动有限公司 关于电信服务增值税税目适用范围调整的公告 2026年2月1日 ...

Group 1 - The core point of the news is the announcement of the progress of the long-term equity incentive plan for Jiangsu Yinglian Recombined Fluid Co., Ltd., a subsidiary of Guangdong Yinglian Packaging Co., Ltd. [2][4] - The long-term equity incentive plan aims to motivate and retain core talents, aligning their interests with the company's long-term development goals [4][13] - The company has established a technical development team for the Recombined Fluid Project, which includes experts in various fields to ensure the orderly advancement of product research and development [2][3] Group 2 - The first phase of the equity incentive plan is currently in progress, with adjustments made due to some participants no longer meeting the eligibility criteria [7] - The second phase of the equity incentive plan has been approved, with a total of 500 million yuan in registered capital, of which 1% will be allocated to the incentive plan [8][9] - The performance assessment criteria for the second phase will include both company-level and individual-level metrics, ensuring that the incentive plan is closely tied to performance [11]