2026年2月9日，被业界誉为"IC设计海归第一人"的科学家杨崇和，带着澜起科技（06809.HK）登上了港交所的上市大厅。 这是他继2013年登陆纳斯达克、2019年登陆科创板后，第三次带领企业完成IPO。 从电视机顶盒芯片起步，到做大内存接口芯片，杨崇和一路将澜起科技推向内存互连芯片全球第一的宝座，公司2024年市占率高达36.8%。 近年来，AI需求带动全球存储市场大爆发，澜起科技市值、业绩双突破。在此轮港股IPO中，澜起科技以每股106.89港元的上限定价，所得款 项净额69.05亿港元，公开发售接获707.3倍认购。 此外，澜起科技还引入了阵容强大的基石投资者，JPMIMI、UBS AM、Yunfeng Capital、Alisoft China、华勤通讯、中邮理财等17名全球基石 投资者合共认购3282.8万股，占发售总数的49.82%。 上市首日，澜起科技开盘涨57%，截至收盘，涨幅扩大至63.72%，公司总市值已超过2000亿港元。 海归博士的三次IPO 现年68岁的杨崇和，是业内公认的"IC设计海归第一人"。 在美国俄勒冈州立大学电子工程博士毕业后，杨崇和先后在美国国家半导体、英特尔等巨头担 ...

Group 1: Linping Development (603284.SH) - Linping Development specializes in the research, production, and sales of corrugated paper and boxboard products, recognized as a high-tech enterprise with independent R&D capabilities [4][6] - The company has a market capitalization of 28.57 billion yuan and an issue price of 37.88 yuan per share, with an issuance P/E ratio of 18.69 [4] - Linping Development's production capacity is 1.15 million tons, ranking among the top 30 paper production companies in China, with a projected raw paper output of 1.0197 million tons for 2024 [6] - The company has established stable partnerships with well-known domestic enterprises, enhancing its brand influence and competitive advantage [6] Group 2: Electric Science Blue Sky (688818.SH) - Electric Science Blue Sky focuses on advanced electric energy systems and products, with a market capitalization of 164.50 billion yuan and an issue price of 9.47 yuan per share [9] - The company has a high concentration of sales to its largest customer, Aerospace Science and Technology Group, which accounted for 45.59% of its revenue in 2022 [12] - Electric Science Blue Sky has a strong technological foundation with 367 authorized patents and has received multiple national science and technology awards [12] Group 3: Aide Technology (920180.BJ) - Aide Technology is engaged in the R&D, production, and sales of orthopedic medical devices, with a market capitalization of 7.67 billion yuan and an issue price of 7.67 yuan per share [16] - The company ranks third among domestic manufacturers of spinal vertebral body shaping systems and has a stable customer base with no single customer exceeding 50% of total sales [17] - Aide Technology holds 108 patents, including 41 invention patents, and is subject to strict regulatory oversight from health authorities [17]

Core Viewpoint - The announcement by Yongtai Technology regarding the acquisition of a 25% stake in Yongtai High-tech from CATL marks a strategic shift, allowing Yongtai High-tech to become a wholly-owned subsidiary again, while CATL transitions from a subsidiary shareholder to a public company shareholder [1] Group 1: Transaction Details - Yongtai Technology plans to issue shares to acquire the 25% stake in Yongtai High-tech held by CATL, with the transaction expected to be disclosed within 10 trading days after the stock suspension starting February 9 [1] - Prior to the announcement, Yongtai Technology's stock price reached a limit up of 28.77 yuan per share, with a market capitalization of 26.616 billion yuan [1] Group 2: Strategic Implications for CATL - This "reverse investment" allows CATL to convert heavy asset investments into high liquidity equity, enhancing its connection with upstream core material suppliers [1] - The global battery market is expected to enter a fast-charging era by 2026, with electrolyte performance becoming a decisive factor, making Yongtai High-tech's products critical for battery conductivity and rapid charging [1] Group 3: Yongtai Technology's Production Capacity - Yongtai Technology has reported a production capacity of 150,000 tons per year for electrolytes, 18,000 tons for solid lithium hexafluorophosphate, and 67,000 tons for liquid lithium bis(fluorosulfonyl)imide, among others [2] - The acquisition of full ownership means that all profits from these high-quality assets will be consolidated into the public company's financial statements [2] Group 4: Industry Trends and CATL's Strategy - CATL's recent actions reflect a trend of forming closer ties with core suppliers, as seen in its investments in Tianhua New Energy and Jiangxi Shenghua, among others [3] - The strategic shift from holding stakes in unlisted subsidiaries to public company shares provides CATL with greater flexibility and reduces legal risks associated with potential lawsuits faced by Yongtai High-tech [6]

首先，促进有效投资，关键是要保证资金充裕。会议明确，要创新完善政策措施，加力提效用好中央预 算内投资、超长期特别国债、地方政府专项债券等资金和新型政策性金融工具。四类工具各有侧重、协 同发力。其中，中央预算内投资锚定国家战略，超长期特别国债强化跨周期调节，地方专项债重点支撑 地方项目建设，新型政策性金融工具引导社会资本，共同形成了"国家引导、市场参与、央地协同"的投 资资金保障体系，为有效投资落地筑牢资金根基。特别需要指出的是，以往新型政策性金融工具多在年 中提出，此次年初即已开始发力，充分凸显出中央对于稳投资的重视程度。 其次，促进有效投资，需要依托重大工程和重大项目。会议划定的基础设施、城市更新、公共服务、新 兴产业和未来产业五大重点领域，体现出"锻长板"与"补短板"的有机结合，投资于物和投资于人的互促 共进。基础设施领域不再是简单的规模扩张，而是着眼于传统基建智能化改造与新型基建协同推进；城 市更新与公共服务领域的投资，紧扣民生需求，既完善城市功能、补齐民生短板，又通过教育、医疗、 养老等公共服务设施的升级，为人力资本积累创造良好条件；新兴产业和未来产业的重点布局，更是让 物质资本精准对接科技创新，为高 ...

胡延平（上海财经大学特聘教授） 终于，隐藏式电子门把手要退场了。近日，强制性国家标准《汽车车门把手安全技术要求》发布，将于 2027年1月1日起开始实施。这项国家标准对车门把手作出了明确而细致的技术规范。标准的核心要求均 要求车内车外均具备机械释放门把手，可以概括为"双机械、易识别、够结实"。 在车门外把手方面，标准强制要求每个车门都必须配备机械释放外把手，确保在发生事故时即便车辆断 电仍可通过机械方式开启车门。外把手须处于规定可及区域，操作空间大小也需要满足法定要求，把手 强度必须能够承受不小于500牛的外力而不失效，试验后仍能正常开启。 隐藏式门把手终于退场，牺牲安全的过度设计正在被纠偏。这不仅是对消费者利益的保护，更是对中国 汽车产业健康发展的重要指引。汽车首先是运载人类的交通工具，其次才是施展各种个性设计的舞台。 在车门内把手方面，标准同样要求每个车门至少配备一个独立机械释放内把手，不受其他系统影响。内 把手安装位置需直观可见、无构件遮挡，且靠近车门边缘，标识清晰，便于快速识别和操作，即使夜间 等阴暗情况也要清晰可见。 隐藏式门把手、纯电子门把手这类牺牲安全性的设计，被大量案例证明这条路走不下去。中保 ...

数据显示，全国每生产2台彩电、3台空调，就有1台是"广东造"；全球每卖出3部手机就有1部来自广东；全球70%的消费级无人机、18%的集 成电路以及全国40%的工业机器人也都产自广东，凸显着广东作为中国第一制造大省的硬实力。以新一代电子信息、轻工纺织、家电、汽车与 新能源为代表的多层次产业集群快速发展，广东形成了从零部件到整机、从设计到服务的全链条配套。在许多产业带，"一小时配套""一小时 产业圈"已成为常态，极大提升了生产响应速度与创新效率。 以"中国家电之都"佛山的发展历程为典型代表，其形成了以顺德区为核心，与中山市协同发展的"顺德—中山家电共位集群"。从改革开放至 今，该集群经历了独立竞生、竞合并存到协同共生的演化过程，编织起企业、个人、社会网络与制度等多维度协同的紧密网络。这种集群生态 使佛山家电产业营收占全省近三成，孕育了美的、格兰仕等世界级品牌，为广货走向全球筑牢了深厚的制造根基。 谢宝剑(广东省人民政府参事室特约研究员、暨南大学经济学院教授) 2026年1月，广东启动"广货行天下"春季行动。连日来，相关活动持续刷屏线上线下（300959）。"广货行天下"不仅是一句口号，更是中国制 造业转型升级的生 ...

Group 1 - The U.S. stock market showed mixed results, with major indices fluctuating and most Chinese concept stocks declining [1] - Nvidia experienced a significant intraday surge, rising over 4%, with Goldman Sachs analysts projecting Q4 2025 revenue to reach $67.3 billion, exceeding market expectations [3] - Oracle's stock surged nearly 9.6%, marking its largest intraday gain since December of the previous year, following an upgrade from Davidson Investment Bank from "neutral" to "buy" [3] Group 2 - Storage stocks weakened, with Micron Technology falling nearly 2.5% and SanDisk dropping over 1.4%, as Nvidia may exclude Micron's HBM4 from the first-year production of its Rubin architecture [5] - The weight loss drug sector saw gains, with Novo Nordisk rising over 5% and Eli Lilly increasing nearly 1%, while Hims & Hers plummeted over 25% due to a lawsuit related to a generic version of semaglutide [5] - The gold and silver markets rebounded significantly, with spot gold rising over 1.4% to nearly $5,040 per ounce and spot silver increasing over 5% to $81.696 per ounce [5][6] Group 3 - International oil prices saw a short-term rise, with WTI crude oil and ICE Brent crude both increasing by 1%, and WTI crude surpassing $64 per barrel [6] - Upcoming U.S. non-farm payroll and CPI reports are expected to provide crucial insights into the Federal Reserve's monetary policy direction, with potential for significant market volatility if the data indicates "weak employment + stubborn inflation" [7] Group 4 - The UK faced a "triple whammy" in its stock, bond, and currency markets, with the FTSE 100 index and GBP/EUR exchange rate both plummeting, and the 10-year government bond yield approaching its highest point since November of the previous year [9] - The resignation of two senior officials from the UK Prime Minister's office within 24 hours has raised concerns about political stability, which may impact market confidence [9]

(作者：王沛然,郑凯骏,实习,编辑：王沛然) APEC高官会议期间广州提供全方位便捷支付支持 ...

21世纪经济报道记者 孙永乐 近日，据湖北省纪委监委网站消息，湖北开放大学党委副书记、校长陈志祥涉嫌严重违纪违法，目前正接受湖北省纪委监委纪律审查和监察调查。 湖北开放大学是湖北省人民政府举办的省属本科新型高等学校。学校前身为湖北广播电视大学，创办于1979年1月。2020年12月，经湖北省人民政府批准并 报教育部备案，湖北广播电视大学正式更名为湖北开放大学。 值得注意的是，陈志祥此次被查，距其调任湖北开放大学校长不足两年。 赴任高校前，他曾担任湖北宏泰集团有限公司（简称"湖北宏泰集团"）党委副书记、总经理，同时兼任天风证券党委书记。 跨界任职未满两年 据"三峡新闻"微信公众号此前报道，陈志祥，男，汉族，湖北安陆人，1973年8月生，博士研究生学历，经济学博士学位，2002年7月参加工作。 陈志祥曾任中国证监会湖北监管局上市公司监管一处副处长、机构监管处副处长、信息调研处副处长，湖北省农村信用社联合社副主任、党委委员，武汉光 谷联合产权交易所有限公司党委书记、董事长，2019年9月任湖北省宏泰国有资本投资运营集团有限公司党委副书记、总经理，2022年1月任湖北宏泰集团有 限公司党委副书记、总经理，2023年4 ...

2026年2月，字节跳动旗下AI视频生成模型Seedance2.0在小范围内测阶段便席卷海内外互联网，凭 借"文本/图片生成电影级视频"的突破性能力成为行业内外焦点。 而影视飓风创始人Tim（潘天鸿）发布的实测视频，更让这款模型的技术实力广为人知，《黑神话：悟 空》之父冯骥也评价说，Seedance 2.0是当前地表最强视频生成模型，没有之一。 （文章来源：21世纪经济报道） ...