进入1月末，黄金市场如同过山车，载着无数人的财富预期呼啸冲顶，又陡然俯冲，将投资者的心脏反 复抛向高空。 一周之内，市场接连上演历史性暴涨、四十年一遇的暴跌与紧随其后的暴力反弹——1月29日凌晨，伦 敦金现货价格飙升至每盎司5626美元的历史峰值；短短两日后（1月31日），剧情急转直下，纽约商品 交易所黄金期货单日暴跌超10%，收于每盎司4745美元，创下四十年最大单日跌幅；市场惊魂未定，2 月3日，现货黄金又强势反弹，单日涨幅超6%，突破4980美元/盎司，创下2008年以来的最大单日涨 幅。2月4日，金价开盘再度拉升，重破5000美元/盎司关口。 这波史诗级行情，是屏幕上不断闪烁的数字，更牵动着无数普通人的财富神经。 21世纪经济报道记者记录了这场波动中的多位持金人。他们的故事不在冰冷的K线图里，而在黄金柜台 前紧攥现金的手中，在银行积存金账户深夜亮起的屏幕前，在年轻人用压岁钱换来的第一块金条上。 这些基于特定时机、性格与运气的个体经历，绝非可复制的投资指南。但其所折射出的市场狂热、人性 抉择与随之而来的风险教训，却值得每一位投资者审视与深思，在动荡的市场环境下，秉持理性远比运 气更为可靠。 震荡下的黄金 ...

Market Performance - In January 2026, the A-share market exhibited a strong "opening red" trend, with the Shanghai Composite Index rising by 3.76%, the ChiNext Index increasing by 4.47%, and the Shenzhen Index up by 5.03% by the end of January [2] - The non-ferrous metals sector led the gains with a 22.59% increase, while cyclical and high-elasticity sectors such as media, oil and petrochemicals, and basic chemicals all saw gains exceeding 12% [2] - Technology and manufacturing sectors, including electronics, computers, and communications, also performed strongly [2] Mixed Public Fund Performance - As of January 29, 2026, there were a total of 128 mixed public funds with investment periods of 3 to 6 months, with 28 funds achieving a net value growth rate exceeding 5% over the past six months [3] - Nearly 70% of the products had a net value growth rate concentrated in the 1% to 5% range [3] - Notable institutions included Xingyin Wealth Management with 3 products listed, Ningyin Wealth Management with 2, and several others with 1 product each [3] Product Analysis - The "Rongzhu Mixed Anti-Inflation Strategy Semi-Annual Holding Period Wealth Management Product A" from Minsheng Wealth Management topped the list with a 6-month net value growth rate of 8.20% [4] - The product primarily invests in funds and bonds, with holdings of 54.28% in funds and 15.33% in bonds as of the end of Q4 2025 [4] - The top ten assets include stock ETF funds, bond funds, and bank preferred shares, with allocations to "E Fund Shanghai Stock Exchange Sci-Tech Innovation Board 50 ETF Link C" and "Huaan Gold ETF Link C" at 3.97% and 2.26%, respectively [4] - Despite low holding ratios, both ETFs experienced strong growth of 39.57% and 42.07% over the past six months, contributing to recent returns [4] - The product manager anticipates that the domestic capital market has completed its first round of valuation repair, with value stocks still at the bottom of the valuation range [4] - The technology sector's improving conditions are expected to further elevate market valuation bottoms, with a potential phase of rebound for blue-chip and financial stocks, excluding banks, anticipated in the first quarter [4]

21世纪经济报道记者唐唯珂 1月29日，三友医疗披露的业绩预告显示，2025年公司营业收入预计达5.35亿-5.62亿元，同比增长17.95%-23.90%；归母净利润更是实现5600 万-7280万元，较2024年的1146.86万元暴增388.29%-534.78%，扣非后归母净利润成功扭亏为盈。 2026年初，骨科赛道上市公司2025年度业绩预告密集披露，行业呈现"头部强者恒强、创新企业负重前行"的鲜明分化格局。 "无源+有源"疗法协同成为核心增长引擎，子公司水木天蓬的超声骨刀、超声吸引设备等产品营收与净利润快速增长，同时控股公司Implanet 的国际化业务表现亮眼，2025年营收1247.39万欧元，同比增长32.62%，其中美国市场增速高达49.30%，成为业绩重要增量。 春立医疗、三友医疗等龙头企业净利润实现数倍增长，奥精医疗成功扭亏为盈，核心受益于集采"以价换量"释放与国际化突破；而聚焦高端创 新赛道的天智航虽营收增速超50%，却仍未摆脱亏损困境。 春立医疗的业绩爆发力更为突出。2月3日披露的预告显示，2025年归母净利润预计为2.45亿-2.88亿元，同比增幅96.01%-130.41%；扣 ...

南财智讯2月4日电，盛达资源在投资者关系活动中表示，公司秉持性价比优先、抗风险的原则筛选并购 项目，寻找理念契合的合作方，即认同开发后合力共赢，而非初期高溢价并购；公司在并购方面以实现 控股为投资预期，矿山服务年限在15年以上，综合考虑价格因素，顺应行业周期，争取尽快出产，不会 高价收矿。 ...

南财智讯2月4日电，深南电路在投资者关系活动中表示，2025年公司把握AI算力升级、存储市场需求 增长、汽车电动智能化三大增长机遇，通过强化市场开发力度、提升市场竞争力，推动产品结构优化； 同时深入推进数字化转型与智能制造升级，提升运营管理能力，助益公司营收规模和利润实现同比增 长；2025年预计实现归母净利润31.5亿元~33.4亿元，预计同比增长68%~78%。 ...

Group 1: Economic Crime Prosecution Overview - The Supreme People's Procuratorate (SPP) is actively combating economic crimes, including telecom fraud, money laundering, smuggling, and securities fraud, to ensure the healthy development of China's market economy [2][3] - From January to November 2025, over 4,300 individuals involved in telecom fraud related to the Myanmar North cases were arrested, and more than 11,000 were prosecuted, demonstrating a strong deterrent effect against cross-border telecom fraud [3] Group 2: Securities and Private Fund Crimes - In the same period, the SPP handled 166 securities crime cases and prosecuted 717 individuals for securities and private fund crimes, with significant increases in financial fraud and market manipulation cases, up 19% and 57.4% year-on-year, respectively [4][5] - High-profile cases such as those involving companies like Zijing Storage and others have been prosecuted, sending a strong message against securities fraud [5] Group 3: Money Laundering Efforts - The SPP has focused on complex money laundering cases, with 2,308 cases involving 2,684 individuals prosecuted from January to November 2025, emphasizing the need to target money laundering linked to telecom fraud and online gambling [6] - Over 94% of money laundering cases are associated with upstream crimes such as finance, drugs, and bribery, while over 60% of cases involve telecom fraud and online gambling [6] Group 4: Food and Drug Safety Crimes - The SPP reported a rise in food and drug safety crimes, with 1,218 cases involving 1,994 individuals arrested and 4,565 cases involving 8,833 individuals prosecuted from January to November 2025 [7] - The SPP is actively guiding the prosecution of complex cases, such as those related to food safety, to enhance public safety and legal compliance [7] Group 5: Smuggling Crime Control - From January to November 2025, 3,632 smuggling cases involving 8,972 individuals were prosecuted, highlighting the SPP's commitment to maintaining national security and interests [10] - The SPP is focusing on strategic minerals and technology smuggling, enhancing cooperation with customs and maritime police to combat smuggling effectively [10][11]

Core Insights - The article highlights the impressive achievements of Greentown East China in the high-end residential sector, marking a "phenomenal" year with significant sales milestones in key cities like Shanghai, Nanjing, and Suzhou [1][3] Group 1: Sales Achievements - Greentown East China's Shanghai Chaoming Oriental ranked among the top 10 in annual single-project sales [1] - Nanjing Yunlu achieved triple crowns in sales units, area, and amount in the 2025 December city east sector [1] - Suzhou's Rose Garden II became the top residential sales project in the second half of the year [1] Group 2: Development Philosophy - The company's development philosophy emphasizes a symbiotic relationship with urban visions and land characteristics, moving beyond single project development [4][5] - In Shanghai, projects engage in deep dialogue with the city's core, enhancing urban living experiences [4] - In Nanjing, the project creatively transforms the natural terrain, embodying local artistic influences [5] Group 3: Product Innovation - Greentown East China focuses on creating immersive living experiences through innovative scene design, transcending physical space [6][7] - The Shanghai Chaoming Oriental features a three-dimensional park system and a unique clubhouse that integrates urban landscapes into daily life [6] - Suzhou Fengqi Chaoming showcases a blend of urban and natural elements, enhancing the luxury market's appeal [7] Group 4: Service Excellence - The company's service philosophy emphasizes that delivery is just the beginning, fostering a vibrant community life post-delivery [8][9] - In 2025, nine communities will complete their openings, with a high delivery satisfaction rate of 97% [8] - Ongoing community engagement activities and localized initiatives enhance emotional connections among residents [9]

Core Viewpoint - Chongqing Brewery has reported a recovery in its annual performance for 2025, with total revenue and net profit showing positive growth after a decline in 2024 [2][4]. Financial Performance - Total revenue for 2025 reached 14.722 billion yuan, a year-on-year increase of 0.53% [2]. - Operating profit was 3.206 billion yuan, reflecting a growth of 0.66% compared to the previous year [2]. - Net profit attributable to shareholders was 1.231 billion yuan, marking a significant year-on-year increase of 10.43% [2]. - Sales volume increased by 0.68% compared to the same period last year [2]. Context of Performance - In 2024, Chongqing Brewery experienced a decline in revenue and net profit, with decreases of 1.15% and 16.61% respectively, marking the first performance downturn in six years [4]. - The decline in net profit was primarily due to a significant provision related to a lawsuit with a partner company, which impacted profitability [4]. - A settlement of the lawsuit in December 2025 is expected to increase the total profit by approximately 37.11 million yuan and net profit by about 19.08 million yuan [4]. Business Strategy - Chongqing Brewery launched over 30 new products in 2025, including craft beers and flavored sodas, aligning with industry trends [4]. - The company is expanding its product line to include non-beer categories such as energy drinks and soda [4]. - The brewery is leveraging its brands in various cultural contexts, such as football and music, to enhance consumer engagement [4]. Market Position - Chongqing Brewery is recognized as one of the highest dividend-paying consumer companies in the A-share market, with a cash dividend rate of 104.21% for the 2024 fiscal year [5]. - The company declared a total dividend of 1.16 billion yuan for 2024 and approximately 630 million yuan for the mid-term dividend in 2025 [5]. - As of February 4, the stock price was 54.4 yuan per share, with a market capitalization exceeding 26.3 billion yuan, and a year-to-date stock price increase of 4% [5].

南财智讯2月4日电，*ST沐邦公告，公司董事会近日收到独立董事王婉君女士的书面辞职报告，王婉君 女士因个人原因申请辞去公司第五届董事会独立董事职务，同时一并辞去公司审计委员会召集人职务； 收到非独立董事洪善建先生的书面辞职报告，洪善建先生因个人原因申请辞去公司第五届董事会董事职 务，同时一并辞去副董事长职务。 ...

南财智讯2月4日电，全柴动力发布2025年前三季度权益分派实施公告，每股派0.02元（含税），股权登 记日为2月10日。 ...