近期，资本市场迎来了一轮密集且严厉的监管动作，清晰地勾勒出一条从立案到处罚的快速响应链条。 截至2月5日，2026年以来已有倍轻松、宝馨科技、荃银高科等至少6家上市公司或其关键人物被立案调 查，平均每6天就有一例。收到行政处罚决定书或事先告知书的公司更是多达13家，平均不到3天就有一 家。 与此同时，处罚力度显著加大，*ST长药等因严重财务造假面临强制退市，大额罚单和针对实控人的市 场禁入措施已成常态。监管坚持"追首恶、打帮凶"，打击范围已从上市公司本身，延伸至整个配合造假 的"生态圈"。 业内人士指出，这一系列监管动作表明，以"零容忍"为基调、覆盖"事前事中事后"全链条的监管新常态 已全面确立。其核心目标不仅是惩治已发生的违法行为，更是通过强化退市机制、运用科技赋能穿透式 监管等手段，构建"不敢违、不能违、不想违"的长效机制，从根本上推动上市公司质量提升和市场生态 净化。 调查直指信披违规 2月4日晚间，资本市场接连响起两声监管警报。清越科技、元道通信相继发布公告，披露其部分证券及 银行账户被证监会依法冻结。这是当前严监管趋势的体现之一。 根据公告，清越科技被冻结的账户包括3个证券账户和7个银行账户，其中证 ...

21世纪经济报道记者 吴佳楠 深圳报道 "上午还在长三角见客户，下午已飞往北京洽谈合作。"这是协创数据（300857）董事长耿康铭近期的工 作常态。 在他身后，这家2005年成立于深圳，如今市值超七百亿的企业，正以大规模的投资，将战略重心转向一 场席卷全球的算力浪潮与具身智能的未来之战。 2025年，协创数据（300857.SZ）接连发布五次采购公告，累计拟用于采购高算力服务器的额度达212亿 元。 然而，从经营情况看，截至2025年三季度末，公司实现营业收入83.31亿元，净利润6.98亿元，资产负债 率高达78.33%。 年内服务器采购高达212亿元，这似乎是一场小马拉大车的资本豪赌。与此同时，协创数据也铺开融资 大网，在2025年一年内三度提升授信额度，总额已达280亿元。 面对在外界看来"激进"决策的不解，这位在行业摸爬滚打30多年的业内老兵却显得十分冷静与克制，又 透露出在时代风口前的果敢。 "这笔投入其实非常保守，客户的需求远远大于我们的投入。"在接受21世纪经济报道记者专访时，耿康 铭将当下算力产业发展比作"房地产的90年代"，认为未来五到十年，算力领域的投资规模将超越房地产 巅峰时期，而协创数 ...

Market Overview - The A-share market experienced a slight decline, with the Shanghai Composite Index down 0.25% to 4065 points, and the Shenzhen Component Index down 0.33% [1] - The total market turnover was 2.16 trillion yuan, a decrease of 30.8 billion yuan from the previous trading day, with over 2700 stocks rising [1] Sector Performance - The mining and oil sectors saw gains, with stocks like Tongyuan Petroleum and Zhun Oil reaching their daily limit [1] - The fluorochemical sector also performed well, with Tianji Co. hitting the daily limit [1] - Lithium mining and battery sectors were active, with Enjie Co. reaching the daily limit [1] - Conversely, the liquor sector faced declines, with Huangtai Liquor hitting the daily limit down, and Moutai falling by 2.57% [1] - Other sectors such as commercial retail and tourism also saw declines, with Dalian Shengya dropping over 8% [1] Alibaba Concept Stocks - Alibaba concept stocks collectively surged, with Data Port hitting the daily limit and several other stocks like Borui Data and Lijun Thermal Energy rising over 5% [2] - The rise was attributed to the launch of a promotional event by Qianwen, which topped the Apple App Store free application chart [2] Precious Metals - International precious metal prices rebounded, with spot gold rising nearly 1% and silver increasing over 2% [4] - Analysts noted that the current upward trend in gold prices is driven by liquidity expectations and ongoing geopolitical conflicts providing safe-haven demand [5] - The outlook for the metal prices is optimistic, with potential for new highs due to a combination of demand recovery and rigid supply [5] Economic Outlook - Analysts predict a potential recovery in the economy over the next 6-12 months, which could boost market demand and support metal prices [5] - The macroeconomic outlook includes expectations for a "tight then loose" monetary policy from the Federal Reserve, a weaker dollar, and a strengthening of the RMB [6] - The stock market is anticipated to have upward potential, with liquidity being a significant driver of market changes [6]

Core Viewpoint - Shuguang Co., Ltd. reported a total of 48 vehicle sales and 281 vehicle production in January 2026, indicating a significant decline in sales compared to the previous year [1] Group 1: Sales Performance - The cumulative vehicle sales for January 2026 were 48 units, representing a year-on-year decrease of 44.19% [1] - The sales of new energy buses amounted to 5 units, whereas there were no sales in the same period last year [1] Group 2: Production Metrics - The total vehicle production for January 2026 reached 281 units [1]

Group 1 - The court has ruled in favor of investors in a securities fraud case against Weichuang Group Co., Ltd., allowing affected investors to seek compensation for losses incurred from June 19, 2023, to December 22, 2023 [2][4][5] - Weichuang Group has been penalized for multiple violations, including failing to timely disclose annual and semi-annual reports, changes in actual control, and non-operating fund occupation, resulting in significant financial discrepancies [3] - The court ordered Weichuang Group to compensate the plaintiff for investment losses, commissions, and stamp duty totaling 116,550.88 yuan, with various individuals held jointly liable for the compensation [4][5] Group 2 - Investors affected by the false statements are encouraged to prepare necessary documentation for legal action, including identification, account proof, and trading statements, to facilitate the claims process [6] - The law firm representing the investors has extensive experience in handling securities fraud cases, indicating a robust support system for affected parties [6]

南财智讯2月6日电，许继电气公告，公司于2026年2月6日收到许涛先生提交的书面辞职报告，许涛先生 因工作调动，辞去公司董事及董事会专门委员会委员相关职务。 ...

Core Viewpoint - The company, Guangdian Yuntong, has won a bid for an artificial intelligence application pilot base construction project, with a total bid amount of 308 million yuan, focusing on "AI + life health" [1] Group 1: Project Details - The project is set to be completed by November 2025 [1] - It will utilize fully domestic computing power construction, relying on core technologies such as aiCoreSystem digital foundation, Wangdao industry large model, and Guangdian Yuntong's intelligent computing cloud [1] - The project aims to build "common support capabilities" and "operational leading capabilities" to provide foundational support for the AI application pilot base [1]

记者丨张嘉钰 孔海丽 编辑丨江佩霞 据智通财经，多名用户反馈，继屏蔽千问分享口令后，腾讯自家AI产品元宝的春节活动分享口令，在 微信平台中同样已不可复制。 今日千问开启免单奶茶活动后，已于中午登顶苹果App Store免费应用榜。第二名为元宝，第三名为豆 包。 据九派新闻，因为千问免单活动订单比较多，从上午就开始爆单。目前囤了100多单，现在线下下单还 需要等1个多小时。 微信群里热闹了几天的"元宝抢红包口令"，纷纷变成了"千问25元免单卡口令"。 一名骑手表示，取餐受影响，超时率较高，超时的订单都需要和平台报备一下。另一平台骑手则称，虽 然没有活动，但是由于免单导致奶茶店爆单，手上的这个单子等一个小时还没取到。 "一代人有一代人的鸡蛋要领"。 2026年春节前夕，又见"BAT"同台，他们为了自家AI助手发出了价值超过45亿元的现金红包与福利。 2月6日一早，阿里千问正式上线"春节30亿免单"活动，AI一句话下单，不到4个小时送出了200万单奶 茶。 这场争夺下一代互联网"AI超级入口"的热闹，很快遭遇了微信的打击。最近3天内，微信相继封禁了元 宝、百度文心助手、阿里千问的红包分享链接，各家都改成了"红包口令 ...

而在沪上阿姨广州分店，21快讯记者发现，打印出的线上订单几乎都来自"淘宝闪购"。相关工作人员向 消费者身份的21快讯记者表示："活动来得突然，单量和昨天完全不是一个级别，至少是5倍以上。"前 述工作人员表示，该店已采取线下线上订单分开处理的措施，以尽量保证线下点单的出品速度。 2月6日，阿里巴巴（9988.HK）旗下的千问APP"春节30亿大免单"正式上线，邀请全国人民用AI一句话 免费点奶茶，引爆消费狂潮。参与活动的多家茶饮品牌线上订单激增，有商家表示订单量达到前一日近 10倍，因瞬时流量过大导致系统崩溃，线上渠道一度无法下单。 同日，21快讯记者以消费者身份走访多家茶饮门店，发现线下排队人数并不多，或因线上排队订单激增 所致。 古茗广州分店的工作人员表示，当前单量几乎为昨天的10倍，线下点单所需等待时间较长，"今天饿了 么（现淘宝闪购）那边搞活动'一分钱买奶茶'，现在爆单之后可能系统崩溃了，所以（淘宝闪购）可能 暂时下不了单。今天每个时间段都很爆。" 在前述分店现场，21快讯记者注意到，有消费者在该茶饮小程序上提前了半小时下单，但因千问接入的 淘宝闪购平台线上订单排队量较大，门店人手有限，仍需等待半个多小 ...

21世纪经济报道记者 柳宁馨 串串红灯笼点亮城市街巷，新春将至，春运这场流动的盛宴也随之开启，高铁让人们回家的路更顺畅。 今年春节迎来9天史上最长假期，旅客探亲、旅游的出行需求较往年更为旺盛。据悉，今年春运全社会跨区域人员流动量预计将 达95亿人次，创历史新高。2月2日春运首日，杭州东站已有不少旅客排队等候乘车。傍晚6点左右，中国计量大学的一名研究生 正等候前往山东的高铁，踏上寒假返乡路，全程约4小时即可抵达家乡。她表示："日常往返都会选坐高铁，老家所在城市没有 机场，高铁能直接到，特别方便。" 不远处，一对父子也在等候从杭州东站开往山东泰安的高铁，男孩脚边立着一座刚在培训班斩获的金灿灿大奖杯。这名初二少 年笑着和记者聊起此行："我报名了杭州的培训，跟学校请假提前放寒假过来的，爸爸早早就买好了高铁票。这次不仅认识了很 多杭州的同学，还拿到了奖杯，收获特别大。" 一旁的父亲接着说道："让孩子来参加培训，主要是想帮他提升自信心。虽说来 回奔波有点辛苦，但高铁能直达，傍晚坐车，当晚11点就能到家，很方便。" 今年春运是广州站转型高铁枢纽站后的首个春运，这座百年老站已完成全面提质改造：整合进站流线实现广场到站内直通， ...