Group 1 - The A-share PCB concept sector experienced a strong rally in the morning session, with International Composite Materials (301526) hitting the daily limit up of 20% [1] - Other companies such as Jin'an Guoji, Honghe Technology, Zhongcai Technology, China Jushi, and Shandong Fiberglass also reached the daily limit up, indicating a broad positive sentiment in the sector [1] - Stocks like Changhai Co. and Lite Optoelectronics saw significant gains, contributing to the overall upward trend in the PCB sector [1] Group 2 - The short drama game and film theater sectors faced a decline at the beginning of the trading session, with Hengdian Film and Jin Yi Film hitting the lower limit [5] - Following the initial drop, the lower limit was lifted, but companies like Xingfu Lanhai saw a decline of over 5%, while Baida Qiancheng and Huace Film experienced notable losses [5] - The overall performance of the short drama game and film theater sectors indicates a challenging market environment [5]

2月10日，Seedance概念股多股涨停。这场由字节跳动掀起的文生视频革命，其真实价值在于重构内容 产业的成本曲线与生产范式。当电影级短片可由AI一键生成，哪些赛道将迎来变革？谁又能真正接住 这场技术红利？且看机构最新研判。 从技术演进看，Seedance 2.0的核心突破在于其"可控性"的大幅提升。传统AI视频生成存在"抽卡"痛 点，即多次生成才能获得可用画面，导致成本高企。Seedance 2.0通过多模态参考、角色一致性保持、 智能分镜与音画同步，显著降低了重复生成次数。据机构测算，即便在保守情景下，其也可降低总生成 成本约5%，若抽卡频率减半，成本降幅可达37%。 从落地场景看，Seedance 2.0最直接利好影视与漫剧板块。该模型可实现"单张角色图生成剧情视频"， 大幅降低传统影视IP开发的时间与资金门槛；AI漫剧制作成本有望从万元级降至千元级，用户规模也将 大幅提高。同时，多模态生成能力的提升也有望赋能营销、电商、游戏等内容创作环节，推动AI在广 告素材、短视频营销、互动叙事等场景的规模化应用。 从产业趋势看，2026年被视为AI应用商业化拐点年。一方面，北美云服务厂商（CSP）持续上修资本开 ...

Group 1 - The U.S. stock market showed mixed results on February 10, with the Dow Jones reaching a new closing high, while technology stocks mostly declined, including Intel dropping over 6% and Micron Technology falling more than 2% [1][9] - Despite the Federal Reserve signaling stable policies and tech giants advancing AI applications, concerns over persistent inflation, a weakening labor market, and regulatory uncertainties have made investors cautious about high-valuation tech stocks [1][9] - The market is shifting towards sectors less impacted by AI trading, with materials and utilities performing well recently [1] Group 2 - MSCI announced its quarterly index adjustments on February 11, which will take effect after the market closes on February 27, 2026, adding 63 stocks to the global standard index and removing 61 [2][3] - The MSCI China A-share index will include 33 new stocks while excluding 9, with the inclusion of stocks in this index also meaning entry into the MSCI global standard index series, attracting significant passive fund tracking [3][6] - Notable new additions to the MSCI global stock index include AST SpaceMobile, Coherent Corp, and FTAI Aviation, while the emerging markets index will see additions like Hongqiao Group and Century Huatong [3]

Core Viewpoint - The joint implementation opinion by five government departments aims to enhance the capabilities of the information and communication industry to support the development of low-altitude infrastructure, targeting a nationwide ground mobile communication network coverage of no less than 90% by 2027 [1][2]. Group 1: Network Support Capability - The opinion emphasizes utilizing existing 5G mobile communication infrastructure to promote low-altitude mobile communication network coverage, particularly in areas below 300 meters and low-altitude application hotspots [2]. - It suggests a combination of ground mobile communication, dedicated networks, and satellite communication to meet diverse business needs across different flight ranges and heights [2]. Group 2: Industry Supply Capability - The opinion advocates for the advancement of 5G-A industry development, enhancing existing ground station functionalities, and accelerating the maturity of integrated sensing technologies while gradually reducing equipment costs [2]. - It encourages the integration of low-altitude equipment with information communication, promoting the adaptation verification of 5G/5G RedCap modules with low-altitude aircraft [2]. Group 3: Safety Assurance Capability - A key focus of the policy is the construction of a regulatory framework for low-altitude applications, including telecom business access, equipment management, service supervision, and emergency communication [2]. - The opinion introduces the "one machine, one code, one number" requirement for drones, establishing a binding relationship between device identity, communication identifiers, and operational entities, enhancing traceability and control throughout the drone lifecycle [3]. Group 4: Industry Impact - The introduction of the "one machine, one code, one number" system is expected to create a regulatory framework that allows for real-time monitoring of drone flight trajectories, communication data, and operational entities, thereby improving safety and management [3]. - The joint issuance of this opinion marks a new phase in the coordinated advancement and standardization of low-altitude economic infrastructure, laying a solid policy foundation for the rapid development of related industry chains [3].

自2025年1月20日正式发布以来，上证科创板综合指数(简称"科创综指")已平稳运行一年。作为刻画科 创板"全景图"的指数，科创综指在表征市场整体表现与引导长期资金配置方面的作用日益凸显。 数据显示，截至2月10日，科创综指样本数量达580只，市值覆盖度超过90%，总市值高于100亿元的科 创综指成分股权重占比较发布时提升15.1%，成长效应显著。 科创板自设立以来，先后推进试点注册制、"科创板八条""科创板1+6"三轮系统性改革，着力提高资本 市场制度包容性、适应性。截至2月10日，科创板累计支持61家未盈利企业、9家特殊股权架构企业、7 家红筹企业、23家第五套标准企业上市。未盈利上市企业中22家上市后成功盈利"摘U"。 科创板公司坚持创新驱动发展，持续加大创新要素投入力度，创新成果积极涌现。2025年前三季度，科 创板公司研发投入总额达1328.64亿元，是板块净利润的2.7倍；研发投入占营业收入比例中位数为 12.5%，远高于A股其他板块。 并购重组市场日益活跃，自"科创板八条"发布以来，板块新增并购交易170余单、金额超900亿元，交易 达成率近七成；2025年以来发布重大资产重组39单，数量超过前 ...

春节是阖家团圆的时刻，但有这么一群年轻人，忙碌得顾不上买一张回家过年的车票。他们远离家乡， 正在岗位上抓紧演练和测试，为春节假期前重要的商业航天发射做准备。仰望星空，心系卫星，这些年 轻人被亲切地称为新一代"牧星人"。 就像牧羊人管理羊群一样，"牧星人"是指从事卫星测运控工作的工程师和技术人员，他们负责监控、管 理和控制太空轨道上一颗颗卫星的运行。"我们会有自己的星链"，这已经成为年轻"牧星人"坚定的信 念。 呵护卫星太空旅程 作为时空道宇星座全球测运控中心的一线测运控工程师，来自宁夏的"90后"小伙子田劼双眼时刻紧盯监 测屏幕上卫星的运行轨迹和重要参数，一丝不苟。 对"牧星人"而言，卫星在太空中所面对的环境非常复杂，会遇到各种各样的突发情况。为确保万无一 失，时空道宇测运控团队日夜排班，对在轨卫星进行7×24小时监控。当太空中突发情况发生的时候， 地面上的"牧星人"就要立刻反应过来，并且迅速给出一个有效的解决方案。 火箭点火升空，星箭成功分离，卫星的遥测数据接收……在火箭发射的一系列过程中，田劼等"牧星 人"的角色不可或缺。 牧羊人要防范野狼偷袭羊群，"牧星人"则要时刻预防太空异物撞击卫星，因为哪怕一块看似 ...

今日提示 ·中芯国际2月11日举行2025年第四季度业绩说明会。 ·国新办2月11日举行新闻发布会，介绍2026"乐购新春"等情况。 ·松延动力Bumi-X1智脑版联名机器人2月11日正式预售。 ·*ST立方自查工作完成，公司股票2月11日开市起复牌。 上证精选 ·央行发布2025年第四季度中国货币政策执行报告，其中提出，继续实施好适度宽松的货币政策。把促 进经济稳定增长、物价合理回升作为货币政策的重要考量，根据国内外经济金融形势和金融市场运行情 况，把握好政策实施的力度、节奏和时机。灵活高效运用降准降息等多种政策工具，保持流动性充裕和 社会融资条件相对宽松，引导金融总量合理增长、信贷均衡投放，使社会融资规模、货币供应量增长同 经济增长、价格总水平预期目标相匹配。 ·2月10日，国家发展改革委等部门发布《关于加快招标投标领域人工智能推广应用的实施意见》，其中 提出，积极稳妥推进人工智能在招标投标领域的应用，改进招标投标范式，提升服务和监管的数智化水 平，为保障公共资源公平高效配置、规范招标投标市场秩序提供有力支撑。2026年底，招标文件检测、 智能辅助评标、围串标识别等重点场景在部分省市实现全覆盖应用。 ·2 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600713 证券简称：南京医药 编号：ls2026-015 债券代码：110098 债券简称：南药转债 南京医药集团股份有限公司 2024年度第一期中期票据 2026年付息公告 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。 为保证南京医药集团股份有限公司（以下简称"公司"）2024年度第一期中期票据（债券简称：24南京医 药MTN001，债券代码：102480759.IB）付息工作的顺利进行，现将有关事宜公告如下： 一、本期债券基本情况 ■ 二、兑付相关事宜 托管在银行间市场清算所股份有限公司的债券，其付息资金由发行人在规定时间之前划付至银行间市场 清算所股份有限公司指定的收款账户后，由银行间市场清算所股份有限公司在付息日划付至债券持有人 指定的银行账户。债券付息日如遇法定节假日，则划付资金的时间相应顺延。债券持有人资金汇划路径 变更，应在付息前将新的资金汇划路径及时通知银行间市场清算所股份有限公司。因债券持有人资金汇 划路径变更未及时通知银行间市场清算所股份有限 ...

成都红旗连锁股份有限公司 关于审计机构变更质量控制复核人的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 成都红旗连锁股份有限公司（以下简称"公司"）分别于2025年4月18日和2025年5月15日召开第五届董事 会第二十次会议和2024年年度股东会，审议通过了《关于续聘会计师事务所的议案》，同意继续聘任立 信会计师事务所（特殊普通合伙）（以下简称"立信"）为公司2025年度审计机构和内部控制审计机构。 具体内容详见公司2025年4月19日披露的《关于聘任会计师事务所的公告》（2025-008）。 近日，公司收到立信出具的《关于变更质量控制复核人的函》，具体情况如下： 一、本次变更质量控制复核人的情况 立信作为公司2025年度财务报表及内部控制的审计机构，原指派林建昆先生作为质量控制复核人为公司 提供审计服务。因立信内部工作安排变动，林建昆先生不再担任本次审计项目的质量控制复核人，变更 后质量控制复核人为张再鸿先生。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002697 证券简称：红旗连锁 公告编号：2026-003 张再鸿先生近三年 ...

Core Viewpoint - Hunan Jingfeng Pharmaceutical Co., Ltd. is undergoing a restructuring process, which has led to a significant risk of downward adjustment in its stock price due to a capital reserve increase plan that will double the total share count [2][3][4]. Group 1: Stock Price Adjustment Risk - The company plans to implement a capital reserve increase by converting its capital reserve into shares at a ratio of 1:1, resulting in an increase of total shares from 879,774,351 to 1,759,548,702 [3]. - The newly issued shares will not be distributed to existing shareholders but will be acquired by restructuring investors, with funds used for bankruptcy costs, debt repayment, and working capital [3]. - The reference price for the stock's ex-rights adjustment will be calculated based on the average price of 2.34 yuan per share, with potential adjustments depending on the stock's closing price on the registration date [4]. Group 2: Restructuring Plan Execution - The Changde Intermediate People's Court has approved the company's restructuring plan and terminated the restructuring process, moving into the execution phase [2][5]. - If the company fails to execute the restructuring plan, it may face bankruptcy, which could lead to the termination of its stock listing [5]. - The company has reported negative net profits for the years 2022, 2023, and 2024, raising concerns about its ongoing viability and compliance with stock listing rules [6].