证券代码：688227 证券简称：品高股份 公告编号：2026-008 广州市品高软件股份有限公司 关于公司独立董事任期届满离任的公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 广州市品高软件股份有限公司（以下简称"公司"）董事会于近日收到了公司独立董事刘澎先生的书面辞 职报告。刘澎先生自2020年2月起担任公司独立董事，截至目前已连续担任公司独立董事满六年，即将 任期届满离任。根据《上市公司独立董事管理办法》等相关规定，刘澎先生向公司董事会申请辞去公司 第四届董事会独立董事职务，同时一并辞去在董事会审计委员会、薪酬与考核委员会中的职务。辞职 后，刘澎先生将不再担任公司任何职务。截至本公告披露日，刘澎先生未持有公司股份。 鉴于刘澎先生辞任将导致公司独立董事人数低于董事会总人数的三分之一，根据《中华人民共和国公司 法》《上市公司独立董事管理办法》《上海证券交易所科创板上市公司自律监管指引第1号一一规范运 作》等法律法规以及《广州市品高软件股份有限公司章程》（以下简称"《公司章程》"）等有关规定， 刘澎先生辞任申请将在公司 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603825 证券简称：ST华扬 公告编号：2026-012 华扬联众数字技术股份有限公司 关于第六届董事会第二十一次（临时）会议 决议的公告 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法律责任。 一、董事会会议召开情况 (一)华扬联众数字技术股份有限公司（以下简称"公司"）第六届董事会第二十一次（临时）会议（以下 简称"本次会议"）的召开符合《中华人民共和国公司法》和《华扬联众数字技术股份有限公司章程》 （以下简称"《公司章程》"）等有关规定。 (二)本次会议通知已于2026年2月11日以书面文件的方式发出，经全体董事同意，豁免本次会议的提前 通知期限的要求。 (三)本次会议于2026年2月12日11时以通讯表决方式召开。 本次会议应出席董事7名，实际出席董事7名。 本次会议由公司董事长张利刚先生主持，董事会秘书及高级管理人员列席了本次会议。 二、董事会会议审议情况 1. 审议通过了《关于制定〈董事、高级管理人员薪酬管理制度〉的议案》 为进一步完善公司董事及高级管理人员的 ...

Core Insights - The article highlights the transformation of the construction machinery industry through the implementation of intelligent manufacturing and AI technologies, with Zhonglian Heavy Industry's smart factory leading the way [1][6]. Group 1: Intelligent Manufacturing and AI Integration - Zhonglian Heavy Industry's smart factory features over 280 industrial robots and nearly 300 AGVs, achieving an average output of one excavator every six minutes [1]. - The factory addresses the challenge of "multi-variety, small-batch" production in the construction machinery sector by utilizing a shared manufacturing model [2][3]. - AI technology is deeply integrated, with an application rate exceeding 80%, enabling self-organization and optimization of production resources [3]. Group 2: Production Efficiency and Cost Reduction - The smart factory has achieved high-efficiency mixed-flow production of over 100 excavator models, along with cross-product collaboration among excavators, cranes, and other machinery [3][4]. - The use of automated logistics has reduced in-process inventory by 70% and lowered construction costs by 15%, while steel plate material utilization exceeds 90% [4]. - The shift to a "sales-driven production" model allows for customized production based on client needs, significantly reducing finished goods and work-in-progress inventory [7]. Group 3: Market Impact and Future Prospects - Following its designation as a national pilot-level smart factory, Zhonglian Heavy Industry has seen a surge in orders, totaling 1.1 billion yuan from global clients [8]. - The smart manufacturing solutions developed at this factory have been replicated in over 20 other smart factories worldwide, enhancing collaboration across the entire industrial chain [8]. - The company anticipates that its humanoid robots will begin mass production and market sales by 2026, further expanding its technological capabilities [5].

Group 1 - Major automotive companies are accelerating their entry into the robotics sector, with Tesla, Chery, Hyundai, Xpeng, and Seres all making significant moves by 2026, including Tesla repurposing production lines for robots [2][4] - Chery's humanoid robot "Wuyou" has been integrated into local law enforcement in Wuhu, showcasing its capabilities in traffic management and marking a significant step in the application of robotics in public services [3][4] - The automotive industry is redefining its value through the development of embodied intelligence, moving beyond traditional automotive definitions and integrating "car, human, and machine" [2] Group 2 - Chery's humanoid robot has entered over 30 countries and is involved in various applications, indicating a strong growth trajectory for the company in the robotics field [4] - Seres is also expanding into embodied intelligence, establishing a new company focused on smart robotics and artificial intelligence, with a registered capital of 50 million RMB [5] - Tesla plans to produce 1 million units of its third-generation humanoid robot by the end of 2026, indicating a significant commitment to this new product line [7] Group 3 - Hyundai plans to deploy over 30,000 humanoid robots in its U.S. factories by 2026 to enhance production efficiency and reduce costs [8] - The trend of automotive companies venturing into robotics is spreading to upstream suppliers, with companies like Top Group and Ningbo Huaxiang actively exploring embodied intelligence [9] - CATL has launched a humanoid robot named "Xiao Mo" in its battery production line, marking a significant step in integrating robotics into complex industrial processes [10]

Core Insights - The article highlights the innovative approach of Gongji Technology, a startup founded in 2023, which addresses the challenge of underutilized computing power in scenic areas by implementing a pay-per-use model for computing resources [2][7]. Company Overview - Gongji Technology was established to create a flexible computing network that utilizes idle computing power from individuals, internet cafes, and intelligent computing centers to meet the fluctuating demands of AI applications and scientific calculations [2][7]. - The company aims to provide extreme elasticity for inference scenarios and cost-effectiveness for batch processing scenarios, allowing users to pay only for the computing power they use [7]. Business Model - The startup's business model is based on a shared economy concept, where users can share their computing resources without the obligation to maintain continuous availability [7]. - Gongji Technology has successfully established a commercial loop, achieving revenues of 8 million yuan in 2024 and projected growth to nearly 30 million yuan in 2025, with a small profit margin [7][8]. Market Demand and Validation - The founder, Fu Zhi, validated the market demand by creating a simple platform that allowed users to post and accept tasks, which garnered significant interest with over 30,000 views and thousands of registrations overnight [6]. - The company has expanded its client base to over a hundred enterprises, including major players like Tencent and national-level projects, indicating a strong market demand for its services [7]. Team and Vision - The team at Gongji Technology has grown to over 40 full-time employees and several interns, focusing on hiring experienced individuals and those with practical skills [8]. - The company's vision is to lead global technological development and promote inclusive prosperity in technology, encouraging a new generation of innovators [8].

湖北证监局拟依法对天风证券和当代集团合计处以2500万元的顶格罚款，对9名责任人员合计罚款3480 万元，对当代集团实际控制人艾路明、天风证券时任董事长余磊、时任副总裁兼财务总监许欣采取终身 证券市场禁入措施。对天风证券及有关人员在业务开展、内控合规等方面存在的违法违规行为，湖北证 监局拟依法采取暂停相关业务、责令处分有关责任人员、监管谈话等行政监管措施。此外，上海证券交 易所拟对天风证券、当代集团及有关责任人员依规顶格作出纪律处分。 据悉，前期，为切实维护投资者合法权益，证券监管部门持续提升监管执法效能，湖北省积极行动，当 代集团所持天风证券股权已转让给湖北省有关企业，天风证券经营得以保障。此次处罚落地，将有利于 天风证券进一步夯实公司治理、提高合规风控管理水平，促使其稳健经营。 证监会称，公司治理是上市公司高质量发展的根基，合规风控是证券公司稳健发展的生命线。从天风证 券违法违规案例看，一方面大股东滥用股东权利、违法利用证券公司融资、侵蚀证券公司利益，另一方 面证券公司突破合规底线、配合股东违法违规，性质恶劣，必须依法从严惩处。 据中国证监会2月13日发布的消息，证监会近日对天风证券股份有限公司（下称"天 ...

其次，"渐进式降准降息周期"指的是面对较高的不确定性，货币政策宜采取"小步走"模式。货币政策从 实施到传导至实体经济并产生影响，往往存在一定时滞。财政政策可直接介入经济活动，而货币政策多 通过间接方式发挥作用，其实施效果在很大程度上受市场反馈影响。以2008年国际金融危机为例，美联 储大幅释放流动性，希望商业银行扩大信贷投放，但商业银行因担忧风险而不愿配合，导致2014年美国 商业银行超储率高达20%。这充分说明若缺乏金融体系的配合，中央银行的货币政策目标难以实现。因 此，货币政策不宜预设刚性路径，而应实施渐进式、相机抉择的调控。 盛松成 宏观调控精准施策 护航经济高质量发展 ——对话中欧国际工商学院经济学与金融学教授、中国首席经济学家论坛研究院院长盛松成 当前，经济运行处在转型升级的关键时期。一方面，经济基本面总体稳健，韧性持续显现、积极因素不 断累积；另一方面，内需提振、房地产市场深度调整、商业银行净息差等方面问题仍有待解决。 2025年12月召开的中央经济工作会议提出，做好新形势下经济工作"必须充分挖掘经济潜能，必须坚持 政策支持和改革创新并举，必须做到既'放得活'又'管得好'，必须坚持投资于物和投资于 ...

不少热门游戏也趁着春节推出版本更新。米哈游旗下《崩坏：星穹铁道》在新春版本中推出国风新角 色"爻光"。"在设计角色时，团队将爻光的将军形象与苗族银衣概念相结合。"团队相关负责人对上海证 券报记者表示，创作团队深入挖掘民族传统工艺与文化，力求为玩家带来新奇的视觉体验。 此外，年轻人最喜欢的脱口秀依然"春节不打烊"。上海证券报记者从笑果文化了解到，今年春节期间， Harry、吴星辰等演员将在北京、上海、广州进行专场表演。此外，在海外的伯明翰、伦敦也均安排了 相关演出。 年货消费别出心裁 年货，一直以来都是春节假期消费的重要版图，而随着年轻一代逐渐成为消费主力，年货的定义在悄然 迭代升级。 （上接1版） 文化产品焕新升级 今年春节期间，《飞驰人生3》《惊蛰无声》《镖人：风起大漠》等六部新片将在大年初一上映。与此 同时，近期，国家电影局、商务部联合印发《关于开展"跟着电影逛市集"活动的通知》，推动电影消费 与市集消费跨界联动，促进电影经济发展，激活下沉市场消费潜力。 记者注意到，不少电影院也趁着春节档的热潮，以"新型文化空间"的面貌开门迎客。上海影城SHO换上 了年味满满的"新装"。骏马剪影邂逅电影胶卷，红金花艺搭配 ...

郭晨凯 制图 上证指数2025年2月5日以来走势图 沪指蛇年上涨25.58% 机构判断节后科技主线有望回归 ◎记者 费天元 东方证券研报认为，中芯国际AI、存储、中高端应用相关的订单呈现增加态势，展望未来，公司有望 凭借在BCD、模拟、存储、MCU、中高端显示驱动等细分领域中的技术储备与领先优势，在本轮行业 发展周期中保持有利位置。 另有多家存储芯片企业2025年业绩预喜。根据业绩预告，模组龙头江波龙预计2025年净利润为12.5亿元 至15.5亿元，同比增长151%至211%；德明利预计2025年实现净利润6.5亿元至8亿元，同比增长85%至 128%。佰维存储、朗科科技等均预告业绩大幅增长或实现扭亏。 除存储芯片外，昨日计算机设备、养殖等2025年业绩向好板块均获得资金关注，相关龙头公司股价上 扬。展望后市，3月开始上市公司年报进入密集披露期，机构普遍提示聚焦绩优方向。 中信证券研报表示，根据业绩预告，2025年A股上市公司业绩预喜比例扩大，科技、金融、周期是最大 亮点，整体呈现"科技驱动、外需支撑、金融压仓"的结构性特征。其中，基础化工、电子、医药、有色 金属、机械等行业业绩超预期个股数量领先，汽车、电 ...

Core Insights - The gold market is experiencing significant volatility, with prices fluctuating dramatically, indicating a new normal for investors [1][9] - A substantial portion of investors are new entrants, with nearly 57% having entered the market since last year, reflecting a shift in gold's status from a peripheral asset to a core investment [2][3] Investor Sentiment and Behavior - 38.8% of respondents hold more than 10% of their investable assets in gold, with 9.95% investing over half of their assets in gold, suggesting a shift towards viewing gold as a risk asset rather than merely a safe haven [3][5] - 42.82% of investors express cautious optimism about gold prices, while 21.29% report stable emotional responses, indicating a generally rational approach amidst market fluctuations [4] Investment Strategies and Preferences - The majority of investors (37.13%) are choosing to hold their positions and observe market changes, while 26.73% are looking to increase their holdings, indicating a prevailing bullish sentiment [7] - Gold ETFs and funds are the preferred investment vehicles, chosen by 32.5% of respondents, highlighting their appeal due to low entry barriers and high liquidity [6] Market Dynamics and Future Outlook - The recent sharp decline in gold prices is attributed to broader market conditions, including declines in the U.S. stock market and changing investor sentiment, particularly in technology stocks [8] - Analysts predict that while the long-term trend for gold prices remains upward, volatility is expected to increase due to various macroeconomic factors and geopolitical risks [9]