2 1 Shi Ji Jing Ji Bao Dao
Search documents
外国人来华就医真火了?记者走访:中国医疗正悄悄赢得世界好感
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-09 13:01
外国人来华就医"火了"?21世纪经济报道记者走访发现,与网络热潮相比,现实仅有个案,但显著提升中国医疗的国际曝光度。 近期,外国人来华就医在网络上引发热议。21世纪经济报道记者走访浙江、北京部分医院发现,国际部床位和患者规模仍有限,这一现象尚未形成热潮。上 海、深圳等一线城市相关从业者透露,近期专门来华医疗旅游的外国人人数并未显著增加,和网络上传递出来的现象有差距。 21世纪经济报道记者柳宁馨 杭州报道 (浙大一院国际保健中心区域指示牌,拍摄/柳宁馨) 从部分就诊的外国患者个案反馈看,他们对在华看病的评价集中于成本、效率和技术优势。 一位在北京做英语培训的美国外教告诉21世纪经济报道记者,他觉得北京的医生特别好。他透露,之前在北京积水潭医院做了一个小手术,是个在国外很容 易被误诊的病,但积水潭医院的医生一次就看出病因,他从门诊到住院仅等了两周,整体体验特别好。 在扩大服务消费背景下,日前,国务院办公厅印发了《加快培育服务消费新增长点工作方案》,其中提到入境消费等重点领域。目前,上海、北京、深圳、 海南等地已开展国际医疗旅游试点,未来有望继续完善制度标准。 商务部国际贸易经济合作研究院研究员白明在接受21世纪经 ...
春节档电影背后公司一览,中国电影押注6部影片
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-09 12:56
2026年春节档,多部影片背后有上市影企参与。 (文章来源:21世纪经济报道) 资本市场已提前反应,横店影视年内涨幅达到121.6%。 其中中国电影参与了6部影片的出品或发行引进环节,采取多元化投资策略,分散风险的同时确保收益 覆盖。猫眼娱乐以主投或联合出品身份覆盖多家定档影片,博纳影业、万达电影、横店影视等亦参与其 中。 ...
从数据中心到边缘AI:半导体收并购浪潮加速蔓延
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-09 12:45
半导体行业的收并购浪潮,正从AI芯片厂商之间,进一步扩大到模拟芯片等多个领域。 仅在最近一周,就有德州仪器、英飞凌等厂商官宣新的收购动作,在业绩会上,高通则宣布上个季度完成了对Alphawave的收 购。 21世纪经济报道记者综合梳理发现,近期行业间发生的并购,已经从早期完善云端AI计算能力,进一步扩大到补全边缘AI落地 能力的阶段。 在当下这个AI应用加速之年,行业新一轮排位赛已悄然打响。 收并购加速 2月以来,多家模拟芯片巨头先后官宣了收购动作。 德州仪器宣布将以每股231美元的全现金交易方式收购Silicon Labs,旨在强化前者嵌入式无线连接解决方案的能力。 根据德州仪器分析,考虑到每天都有更多设备实现互联,此次交易将为公司新增约1200款支持多种无线连接标准和协议的产 品。 同时,德州仪器是IDM(垂直整合制造)模式厂商,旗下有自有晶圆生产制造厂,因此Silicon Labs此前的外部代工委托将完全 交给德州仪器完成,由此提高产品设计周期和上市速度。 该交易预计在2027年完成,德州仪器在公告中指出,此后三年内,该交易预计将产生约4.5亿美元的年度制造和运营协同效益。 记者查询Silicon La ...
莆田老板数据线起家 冲刺H股上市
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-09 12:45
Core Viewpoint - Zhang Qingsen founded Ugreen Technology, transitioning from OEM data cables to establishing a self-branded e-commerce presence, leading to significant revenue growth and market expansion [2][4]. Group 1: Company Growth and Financial Performance - Ugreen Technology's revenue for the first three quarters of 2023, 2024, and 2025 reached approximately 4.801 billion RMB, 6.166 billion RMB, and 6.361 billion RMB, with net profits of 394 million RMB, 460 million RMB, and 467 million RMB respectively [2]. - The company successfully went public on the A-share Growth Enterprise Market, with a market capitalization of 27.301 billion RMB as of February 9, 2024 [3]. - For the full year of 2025, Ugreen expects a net profit of 653 million to 733 million RMB, representing a year-on-year growth of 41.26% to 58.56% [4]. Group 2: Product Diversification and Market Strategy - Ugreen has diversified its product offerings beyond charging accessories to include creative charging products, smart office products, smart audio-visual products, and smart storage products [4]. - In 2025, the revenue breakdown shows that creative charging products accounted for 46.4%, smart office products for 26.2%, smart audio-visual products for 16.0%, and smart storage products for 11.4% [4]. - The company has established a global strategy, with revenue from overseas markets growing faster than domestic markets, achieving a revenue split of 40.4% from China and 59.6% from overseas by the end of Q3 2025 [8]. Group 3: Competitive Landscape and Challenges - Ugreen's market share in the consumer electronics accessory sector is only 1.5%, indicating a highly fragmented industry with low concentration [8]. - The company faces significant competition from major tech firms like Huawei, Xiaomi, and Lenovo, which integrate NAS products into their ecosystems [12]. - Ugreen's NAS products have gained traction after initial setbacks, with revenue from storage products reaching 328 million RMB in 2023 and expected to grow further in 2024 and 2025 [11].
宁德时代反向入股,260亿锂电龙头停牌前涨停
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-09 12:44
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 Technology to regain full ownership and CATL to transition from a subsidiary shareholder to a public company shareholder [1][3]. Group 1: Transaction Details - Yongtai Technology plans to issue shares to acquire the 25% stake in Yongtai High-tech held by CATL, along with raising matching funds [1]. - Following the announcement, Yongtai Technology's stock was suspended from trading starting February 9, with a plan to disclose the transaction details within ten trading days [1]. - As of February 6, Yongtai Technology's stock price reached a limit-up of 28.77 yuan per share, giving it a market capitalization of 26.616 billion yuan [1]. Group 2: Strategic Implications for CATL - This "reverse equity investment" allows CATL to strengthen its connection with upstream core material suppliers while utilizing capital tools for risk management [3]. - The transaction is expected to convert CATL's heavy asset investment into high liquidity equity, enhancing its financial flexibility [5]. - With the global battery market entering a fast-charging era by 2026, the performance of electrolytes will be crucial, and Yongtai High-tech's products are key to improving battery conductivity [5]. Group 3: Financial Outlook - Yongtai Technology's electrolyte production capacity includes 150,000 tons per year, with various products already in production, indicating strong operational capabilities [5]. - Although Yongtai Technology is not expected to turn a profit in 2025, it is projected to reduce losses by over 90% compared to 2024, suggesting a positive growth outlook [5]. - The acquisition will allow all profits from Yongtai High-tech's quality assets to be consolidated into Yongtai Technology's financial statements [5]. Group 4: Industry Context and Relationships - CATL's strategy of deepening ties with core suppliers is not unique; it has previously invested in other companies to secure supply chains and enhance its market position [6]. - The historical relationship between Yongtai Technology and CATL has evolved, with Yongtai High-tech previously being a significant profit contributor to Yongtai Technology [8]. - The shift in ownership structure is also a strategic move to mitigate legal risks associated with ongoing litigation involving Yongtai High-tech [10].
紫金矿业拟增产50%黄金,冲刺全球前三
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-09 12:44
Core Viewpoint - Zijin Mining has raised its gold production target for the next three years, aiming to increase its gold output to 130-140 tons by 2028, positioning itself among the top three globally in gold production [1][11]. Production Plans - The company originally set a gold production target of 100-110 tons for 2028, but due to recent acquisitions of gold mining assets, it is likely to achieve an annual output of 100 tons by 2026, two years ahead of schedule [1][11]. - The new target requires an increase of 40-50 tons in gold production over the next three years, representing a 50% growth compared to the 2025 baseline [1][11]. Comparison with Competitors - Currently, the largest gold producer globally is Newmont Corporation, with a projected output of over 180 tons in 2025. Zijin Mining has at least 50% room for improvement to match Newmont's production levels [2]. - The company aims to surpass Agnico Eagle and Barrick Gold, which are currently ranked second and third in gold production [2][14]. Financial Performance - Zijin Mining's revenue grew by approximately 28%, while its total profit surged by around 167%, indicating that the growth in the gold segment has significantly outpaced overall revenue growth [4]. - In 2022, Zijin Mining's copper production was 910,000 tons, expected to rise to 1.09 million tons by 2025, while gold production is projected to increase from 56 tons to 90 tons, marking a 61% growth [5]. Market Position - As of February 9, 2026, Zijin Mining's market capitalization reached a peak of 1.1 trillion yuan, with the overall market value of the "Zijin system" exceeding 1.8 trillion yuan [9]. - The company has improved its global ranking in gold production from approximately ninth place in 2022 to fifth place by 2025 [9]. Strategic Focus - The company plans to continue focusing on its gold segment, with a production target of 130-140 tons by 2028, which is a 50% increase from the 2025 output [11][14]. - Zijin Mining is also accelerating the development of key projects in Australia, Colombia, Suriname, Ghana, and Kazakhstan to support its production goals [15][16].
抖音联合中国作协发起“春节写作大赛”,以文字书写新大众文艺年味
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-09 12:35
2026年新春将至,抖音与中国作家协会携手发起2026春节长图文征集大赛,以抖音长图文功能这一新兴内容形式为载体,邀全民以"好好过年 养好老己"为主题,用文字记录新春百态。本次大赛由《文艺报》社、《人民文学》杂志社、中国作家网承办,旨在为大众搭建起表达真情的 书写平台,让新大众文艺在烟火年味中绽放光彩。 据悉,抖音于2025年7月上线长图文功能,支持8000字创作、30张配图及背景音乐搭配,沉浸式的阅读体验让其成为连接专业创作与大众表达 的桥梁。自上线以来,莫言、余华等知名作家纷纷尝试这一新体裁的创作,"56岁阿姨祝薪雁重新养自己""张河清怀念大学室友刘一周"等素人 写作案例持续出圈,长图文约稿活动"用作文回顾我的2025"相关长图文播放量超过6亿,引发全网对抖音"白描文学""老辈子文学"等讨论。 本次大赛征稿时间为2026年2月7日至27日,面向全社会个人开放,无年龄、职业、地域限制。大赛要求作品为原创首发的非虚构写作,字数 800-1500字,严禁抄袭、洗稿及AI协助创作,发布时需添加#用一篇长文记录我的春节 #好好过年养好老己 两大话题词。参赛者可通过抖音电 脑端或手机端的长图文功能投稿,特邀作者可通过 ...
南向资金7天“扫货”超630亿港元 港股底部之争再升温
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-09 12:35
Core Viewpoint - The recent influx of southbound capital into the Hong Kong stock market, particularly in the technology sector, indicates a potential bottoming out despite ongoing market adjustments [1][5]. Group 1: Capital Inflow Trends - Southbound capital has seen a significant net inflow of 637 billion HKD over seven trading days, with notable daily net purchases exceeding 100 billion HKD [1][2]. - The primary sectors attracting this capital include information technology (71.24 billion HKD), financial services (60.84 billion HKD), non-essential consumer goods (51.41 billion HKD), and real estate (41.46 billion HKD) [2]. - Major stocks receiving substantial inflows include Tencent Holdings and Xiaomi Group, with net purchases of 60.77 billion HKD and 31.05 billion HKD, respectively [2]. Group 2: Market Sentiment and Valuation - Analysts suggest that the current valuation of the Hang Seng Technology Index is approximately 22.13 times earnings, which is at a historical low of 24.31% [6]. - Despite the influx of southbound capital, there remains a prevailing cautious sentiment in the market, as evidenced by a net outflow of 18.87 billion HKD on February 9 [5][6]. - The overall market is perceived to be in a deep value zone, with some analysts indicating that the market requires additional conditions to confirm a bottom [6][7]. Group 3: Investment Strategies - Investment strategies are focusing on a balanced approach, emphasizing both growth and value sectors, particularly in technology and high-dividend assets [7][8]. - Analysts recommend a selective investment strategy, highlighting opportunities in AI-related sectors, high-quality dividend stocks, and innovative pharmaceuticals [8]. - The importance of stock selection is increasing, with suggestions to adopt a phased investment approach while monitoring policy changes and global liquidity [8].
APEC经济委员会主席:广东与APEC贸易增长受益于开放政策
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-09 12:34
Group 1 - The core viewpoint is that China's commitment to openness and welcoming foreign investment is a fundamental reason for the trade growth between Guangdong and other APEC economies [1] - The construction and development of the Guangdong-Hong Kong-Macao Greater Bay Area injects strong momentum into the growth of APEC's trade and economy [1] - The trade relationship between Guangdong and APEC economies has been continuously warming, becoming a highlight in regional economic cooperation [1] Group 2 - By 2025, Guangdong's import and export volume with other APEC economies is projected to reach 6.16 trillion yuan, an increase of 3.3% year-on-year [1] - The export of new driving forces such as integrated circuits, drones, and "new three samples" is experiencing rapid growth [1] - In 2025, private enterprises in Guangdong are expected to have an import and export volume of 3.77 trillion yuan with APEC economies, growing by 4.1%, while foreign-invested enterprises are projected to reach 2.17 trillion yuan, growing by 6.2% [1]
权益基金密集上新、发起式产品扎堆成立,公募“抢跑”哪些赛道?
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-09 12:32
Core Viewpoint - The public fund market is actively launching new equity funds in anticipation of a favorable spring market, with a notable increase in the establishment of low-threshold initiator funds [1][2][5]. Fund Issuance Trends - As of February 9, 2026, a total of 62 fund products are scheduled for subscription this month, including 41 equity funds, 12 mixed FOFs, and 8 bond funds [5][6]. - The majority of the newly launched funds are equity funds, indicating a strong focus on this segment [5][6]. Initiator Funds - Among the seven newly established funds, four are initiator products with lower establishment thresholds, allowing for quicker fundraising and deployment [2][8]. - Since the beginning of the year, over 30 initiator funds have been established, primarily focusing on industry themes such as healthcare innovation, consumption, semiconductors, and technology [2][6]. Market Dynamics - The issuance of public funds is concentrated around the spring season, leveraging the influx of capital and positive policy expectations [5][10]. - Historical data suggests a "calendar effect" in the A-share market around the Spring Festival, with a tendency for market performance to improve post-holiday [11]. Investment Focus - Institutions are expected to focus on sectors such as technology, advanced manufacturing, and non-ferrous metals in February, with an emphasis on areas supported by performance fundamentals [12][13]. - There is a growing trend towards mixed FOFs, reflecting a shift in investor demand for diversified and sustainable long-term value [9].