Market Overview - The Shanghai Composite Index fell by 1.27% to 4065.58 points, with a weekly high of 4104.62 points [1] - The Shenzhen Component Index decreased by 2.11% to 13906.73 points, reaching a high of 14213.61 points [1] - The ChiNext Index dropped by 3.28% to 3236.46 points, with a peak of 3390.3 points [1] - In the global market, the Nasdaq Composite Index declined by 1.84%, while the Dow Jones Industrial Average rose by 2.5% [1] ETF Market Performance 1. Stock ETF Overall Performance - The median weekly return for stock ETFs was -1.63% [2] - The highest weekly return among scale index ETFs was 0.42% for the Southern Shenzhen Main Board 50 ETF [2] - The highest weekly return in industry index ETFs was 3.4% for the China Southern Shanghai Composite Main Consumer ETF [2] 2. Stock ETF Gain and Loss Rankings - The top five performing ETFs were: - China Southern Photovoltaic Industry ETF (4.24%) - Fortune Shanghai Stock Exchange Sci-Tech Innovation Board New Energy ETF (4.09%) - E Fund Shanghai Stock Exchange Sci-Tech Innovation Board New Energy ETF (3.93%) - Penghua Shanghai Stock Exchange Sci-Tech Innovation Board New Energy ETF (3.88%) - Tianhong China Southern Photovoltaic Industry ETF (3.42%) [6] - The five ETFs with the largest declines included: - Guotai China Southern All-Index Communication Equipment ETF (-68.91%) - Guolian An Shanghai Stock Exchange Sci-Tech Innovation Board Chip Design Theme ETF (-54.59%) - Huaan China Southern Shanghai-Hong Kong Gold Industry Stock ETF (-13.25%) [6] 3. Stock ETF Liquidity - Average daily trading volume for stock ETFs decreased by 32.4%, while average daily trading volume increased by 20.9% [8] 4. Stock ETF Fund Flows - The top five ETFs with the highest inflows were: - Southern China 500 ETF (inflow of 2.26 billion) - Huatai-PB CSI 300 ETF (inflow of 1.086 billion) - Huaxia CSI 1000 ETF (inflow of 600 million) [11] - The top five ETFs with the largest outflows included: - Huaxia Shanghai 50 ETF (outflow of 331 million) - Huaxia CSI Subdivision Food and Beverage Industry Theme ETF (outflow of 324 million) [12] ETF Financing and Margin Trading - The financing balance for stock ETFs decreased from 53.0598 billion to 52.7352 billion [14] - The highest financing buy amount was for Southern China 500 ETF, totaling 845 million [14] ETF Market Size - The total market size for ETFs reached 5321.655 billion, a decrease of 135.866 billion from the previous week [17] - Stock ETFs accounted for 59.0% of the total ETF market size [19] ETF Issuance and Establishment - No new ETFs were issued last week, but nine new ETFs were established, including: - Huaan CSI Nonferrous Metal Mining Theme ETF - Wanji Guo Zheng New Energy Vehicle Battery ETF [20] Institutional Insights - CITIC Securities predicts exponential growth in space photovoltaic demand, with leading Chinese photovoltaic equipment manufacturers likely to enter the supply chains of companies like Tesla and SpaceX [21] - GF Securities anticipates that the demand for energy from space satellites and data centers will drive global photovoltaic demand, projecting a growth of 18.6% in global photovoltaic demand by 2026 [22]

公告内容显示，新天涯创世成员产品服务包全球限量发行9999份，售价：1999元/份，售罄即止，永不 增发。所得费用均用于天涯社区数据存续、恢复访问及后续新天涯计划的落实。该份产品服务包的主要 权益包括天涯重启者数字徽章、天涯客高级会员礼盒、官方天涯神帖付费专区10年免费阅读权限、天涯 元空间等。 （文章来源：21世纪经济报道） 关停近3年后，天涯社区重启又有新进展。 2月6日晚，新天涯联合工作组、成都天涯客网络科技有限公司、天涯好东西（海南）电子商务有限公司 发布联合公告称，正推进天涯社区于今年6月1日恢复访问。 ...

Core Viewpoint - The Supreme People's Procuratorate has initiated the "Food and Drug Safety Benefit Journey" public interest litigation supervision activity, focusing on food safety issues in community group buying and prepared dishes, with significant results achieved in 2025 [1][2]. Group 1: Community Group Buying - Community group buying has rapidly developed in China, with over 600 million users and coverage of more than 80% of urban communities and county markets [3]. - Issues in community group buying include consumer complaints about product quality and difficulties in seeking redress due to the platform's evasion of civil legal responsibilities [4]. - The Supreme People's Procuratorate has initiated 93 civil public interest lawsuits against platforms for violating consumer rights, leading to commitments from major platforms to improve food quality and adhere to legal standards [4]. Group 2: Food Safety Supervision - The Supreme People's Procuratorate is focusing on illegal food additives, safety of edible agricultural products, and the regulation of prepared dishes, among other areas [6]. - In Hainan, a crackdown on illegal use of sweeteners in local restaurants led to inspections of 2,216 businesses and 228 rectification notices issued [6]. - In Anhui, 269 businesses were identified for issuing quality certificates without proper testing, prompting administrative penalties [6]. Group 3: Healthcare and Medical Regulation - The Shaanxi procuratorate has addressed issues in rural healthcare, inspecting over 1,400 institutions and rectifying 918 problems related to unlicensed medical practices and illegal sales of prescription drugs [7]. - In Guangdong, the implementation of local standards for prepared dishes has been promoted to ensure the safety and regulation of the industry [7].

二、新股申购情况 上周有3只新股发行,详情见下表： 一、证券市场回顾 南财金融终端数据显示，上周(2月2日-2月6日,下同)，上证综指周内下跌1.27%，收于4065.58点，最高4104.62点；深证成指周内下跌2.11%，收于13906.73 点，最高14213.61点；创业板指周内下跌3.28%，收于3236.46点，最高3390.3点。在全球市场中，主要指数有涨有跌。纳斯达克综指下跌1.84%，道琼斯工业 指数上涨2.5%，标普500下跌0.1%。亚太地区，恒生指数下跌3.02%，日经225指数上涨1.75%。 沪深两市的融资融券余额为26549.98亿元，其中融资余额26383.84亿元，融券余额166.14亿元。两市融资融券余额较前一周减少514.76亿元。分市场来看，沪 市两融余额为13470.36亿元，相较前一周减少270.75亿元；深市两融余额13079.62亿元，相较前一周减少244.01亿元。 上周两市共有3485只个股有融资资金买入，共有193只个股买入金额超10亿元，其中中际旭创、新易盛、信维通信排名前三，买入金额分别179.37亿元、 169.0亿元、81.09亿元。融资买入额前1 ...

南方财经2月9日电，杉杉股份(600884.SH)公告，控股股东杉杉集团及其全资子公司朋泽贸易与重整投 资人皖维集团、宁波金资签署《重整投资协议》。交易对手为安徽皖维集团有限责任公司和宁波金融资 产管理股份有限公司。根据协议，皖维集团将以每股约16.423667元价格直接收购杉杉股份13.50%股 份，总价款约49.87亿元，并通过一致行动安排合计控制21.88%股份表决权。交割将在第一期价款支付 与银行保函提供后7个工作日内启动，由法院向中国证券登记结算有限责任公司出具司法文书完成股票 过户。交易标的为杉杉集团和朋泽贸易持有的杉杉股份股票，其中杉杉集团持股占比12.76%，朋泽贸 易持股占比9.13%。皖维集团承诺取得的13.50%股份自过户之日起36个月内不得转让。本次重整后，公 司控制权将发生变更，控股股东变更为皖维集团，实际控制人变更为安徽省国资委。 ...

消息面上，在AI浪潮下，数据中心建设如火如荼，光纤作为数据中心之间连接的重要器件，也正迎来 价格上涨以及供应紧张的趋势。据光电通信，2025年第四季，国内G.652.D光纤含税价平均约为25元/芯 公里，较2025年第二季度的20元/芯公里环比增长约25%。此前21世纪经济报道记者致电产业龙头烽火 通信得知，受原材料成本变化影响，光纤光缆行业从2025年下半年已开启小幅涨价，2026年1月涨价幅 度与速度均明显提升。 南方财经2月9日电，光纤等算力硬件股进一步走强，长飞光纤、天孚通信、蘅东光、杰普特、长盈通、 炬光科技盘中创新高。 甬兴证券：随着AI算力网络、6G预研、全球数字基建等需求的持续释放，全球光纤光缆市场有望进入2 ～3年的高景气周期。建议关注光纤光缆相关投资机会。建议关注：长飞光纤、烽火通信、亨通光电、 中天科技等。查看原文：AI需求持续释放，光纤光缆涨价来袭，龙头股价新高！行业高景气周期将 至？丨行业风口2026-02-03 ...

南方财经2月9日电，萃华珠宝(002731.SZ)公告，持股5%以上股东深圳翠艺及一致行动人郭英杰、郭裕 春所持股份遭司法再冻结及轮候冻结。深圳翠艺被冻结5,940,969股（占其持股35.53%），轮候冻结合 计18,900,527股（最高达持股的85.16%）；郭英杰、郭裕春分别被冻结4,660,000股、4,590,000股，郭英 杰累计被冻结比例达100%。本次冻结系因公司银行借款逾期，相关股东为授信融资提供连带责任担保 引发诉讼保全。目前深圳翠艺及一致行动人合计持股33,765,390股，累计被冻结31,283,357股，占其持股 总数的92.65%。 ...

Industry Overview - China's foreign exchange reserves reached $3.4 trillion, with a 1.23% increase month-on-month as of January 2026, while gold reserves rose to 74.19 million ounces [1] - The depreciation of the US dollar is driven by geopolitical risks and market expectations regarding US monetary policy, leading to a sell-off [1] - The global asset prices have increased due to fluctuations in US Treasury yields and expectations surrounding potential Federal Reserve leadership changes [1] Trade and Services - China's service trade import and export total reached 8.08 trillion yuan in 2025, marking a 7.4% year-on-year growth, with knowledge-intensive services showing strong performance [2] - The Ministry of Commerce plans to organize over 100 import promotion activities in 2026 to balance trade development, emphasizing a dual approach of "policy + activities" [2] - Investment from countries like South Korea, Canada, and Finland into China maintained double-digit growth, reflecting multinational companies' confidence in the Chinese market [2] Company Dynamics - Amazon reported Q4 revenue of $213.39 billion, a 14% year-on-year increase, with net profit at $21.19 billion, up 6% [3] - Amazon's North American retail revenue for Q4 was $127.1 billion, a 10% increase, while international revenue reached $50.7 billion, a 17% increase [3] - Amazon's AI assistant Rufus has over 300 million users, contributing nearly $12 billion in additional annual sales [3] Logistics and Delivery - Amazon aims to achieve same-day or next-day delivery for over 13 billion items globally by 2025, with significant increases in delivery speed noted in the US and Europe [4] Technology and Innovation - The International Olympic Committee announced the creation of the first official Olympic model based on Alibaba's Qianwen, highlighting the transformative impact of AI technology on the 2026 Milan Winter Olympics [5] - Alibaba Cloud ranked first in comprehensive competitiveness growth index globally, planning to establish new data centers in multiple countries by 2026 [7] Strategic Partnerships - Hesai Technology announced a strategic partnership with Grab, making Grab the exclusive distributor of Hesai's lidar products in Southeast Asia [8] Automotive Industry - GAC Group set an overseas sales target of 250,000 units for 2026, aiming to reach 300,000 units, with significant growth in both domestic and overseas sales reported [9] Retail Expansion - Pop Mart established its European headquarters in London, planning to open seven new stores in the UK and expand to 20 stores across Europe [10] - Anta will open its first flagship store in the US on February 13, marking a shift from wholesale to direct retail in the North American market [11] - JD.com will launch its European online retail platform Joybuy in March, with successful trial runs achieving same-day and next-day delivery in several UK cities [12] Logistics Optimization - Temu signed a memorandum of understanding with Hungary Post to enhance local logistics, indicating a shift towards improved service experience in the European market [13] IPO News - Ugreen Technology submitted an application for listing on the Hong Kong Stock Exchange, with Huatai International as the sole sponsor [14]

东方金信是一家专注于大数据基础软件研发的企业，主打"海盒"系列产品，涵盖数据平台、分布式数据 库及数据开发工具等。公司财务数据显示，2025年1-9月实现营业收入1.78亿元，净利润1153.67万元， 相比2024年全年亏损9.77万元的情况已实现扭亏为盈。本次交易定价参考了东方金信历史融资估值，其 2021年至2022年间三轮融资投后估值从25亿元升至35.5亿元，日辰股份此次投资对应整体估值约为20.29 亿元，较前轮估值有所下调。根据增资协议，日辰股份虽不参与东方金信日常经营，但设置了明确的退 出保障机制。若标的公司未能在2027年12月31日前实现合格上市，或出现严重违约、控制权变更等情 形，日辰股份有权要求实际控制人回购其所持股份。 南方财经2月9日电，日辰股份(603755.SH)于2026年2月7日发布公告称，拟以总计2.66亿元投资北京东方 金信科技股份有限公司，通过股权受让和增资相结合的方式获得后者13.12%的股权。具体包括以1.66亿 元受让赢时胜、东吴金科及石棋玲合计持有的东方金信10.89%股权，并以1亿元现金进行增资，其中 183.55万元计入注册资本。交易完成后，日辰股份将成为 ...

Group 1 - The company Wangbian Electric (603191.SH) announced a plan to issue 19.4932 million A-shares at a price of 15.39 yuan per share, aiming to raise a total of 300 million yuan for working capital [1] - The share issuance will have a lock-up period of 36 months, after which the actual controller and their concerted actors will hold 42.98% of the shares [1] - Financial data shows a declining trend in net profit attributable to shareholders, with figures of 298 million yuan, 235 million yuan, and 65 million yuan for the years 2022, 2023, and 2024 respectively [1] Group 2 - Prior to the announcement of the private placement plan, the actual controller's concerted actors completed a share reduction, with significant reductions by family members of the actual controller [2] - As of January 24, 2026, family members had completed their planned share reductions, with total amounts reduced approximately 56.89 million yuan [2] - One family member decided to terminate their original plan to reduce shares after a 0.66% reduction, while others reached their maximum planned reduction limits [2]