针对该传闻，21快讯记者以投资者身份致电光伏组件龙头晶科能源核实，接线工作人员回应称，公司近期确实与马斯克团队相关考察团有过接触，考察团 对公司的技术储备、生产设备等进行了了解，但合作意向及具体考察细节不便透露。该工作人员同时透露："国内主流光伏企业也均有考察"。 马斯克团队走访中国多家光伏企业，引爆A股光伏板块！ 2月4日午后，光伏股集体拉升，晶科能源20cm直线涨停，带动光伏ETF（159857）标的指数午后涨3%，两日涨8.7% ，科创新能源ETF(588830)上涨 2.67%，最新价报1.73元。 | < コ | 光伏指数(884045) | | | --- | --- | --- | | | 4586.81 155.37 3.51% | | | 资料 | 资讯 相关基金 | 月度收益 | | 名称 | 现价 | 涨跌巾一 | | 晶科能源 | 8.40 | 20.00% | | 688223.SH | | | | 泽润新能 | 89.47 | 20.00% | | 301636.SZ | | | | 中来股份 | 10.32 | 20.00% | | 300393.SZ | | | | 晶盛机电 ...

费率方面，上海金ETF（159830）管理费率0.25%，基金托管费率为0.05%，均低于同标的产品平均水 平，同时该ETF支持T+0交易。该ETF还配置了场外联接基金（联接A：014661，联接C：014662）。 消息面上，据智通财经，国际金价的反弹直接传导至国内终端市场。2月4日，国内多家黄金珠宝品牌当 日公布的境内足金首饰价格有所上调，周生生报价1600元/克，较前一日1498元/克涨102元；周大福报 价1566元/克，较前一日1495元/克涨71元；老凤祥报价1576元/克，较前一日1518元/克涨58元；老庙黄 金报价1571元/克。 国泰海通证券表示，黄金长期行情仍有支撑。本轮贵金属价格的大幅下跌是对年初以来非理性上涨的技 术性调整，而非黄金长期牛市的终结。短期来看，前期过热投机情绪的降温，以及资金杠杆水平的下降 有助于黄金重回更健康与稳健的上涨趋势。长期来看，在各国信任程度下降的情况下，全球仍在经历持 续的货币体系重构，央行购金仍有较大空间，黄金长期的行情仍然会延续。 2月4日，COMEX黄金期货盘中重回5100美元/盎司关口。 相关ETF方面，上海金ETF（159830）截至发稿成交额超2 ...

Group 1 - The core issue is that Gao Xin Retail, the parent company of RT-Mart, announced on February 4 that it has temporarily lost contact with CEO Li Weiping, who has only been in the position for two months since joining on December 1, 2025 [2][3] - There are rumors that Li Weiping was taken by the police for investigation, which the company denied, stating that the information is false and that Li is currently at work [3] - Li Weiping has a three-year service agreement with Gao Xin Retail, with a fixed annual salary of 3.36 million yuan, and is entitled to annual management bonuses based on company performance and personal achievements [5] Group 2 - Gao Xin Retail operates under the brands "RT-Mart," "RT-Mart Super," and "M Membership Store," managing large supermarkets, medium-sized supermarkets, and membership store businesses [5] - As of September 30, 2025, the group has 462 large supermarkets, 32 medium-sized supermarkets, and 7 membership stores across 205 cities in 29 provinces and autonomous regions [5] - On February 3, 2025, Gao Xin Retail's stock price was reported at 1.6 HKD per share, reflecting a 3.23% increase [6]

Core Viewpoint - Tencent's Yuanbao red envelope feature faced restrictions on WeChat due to violations related to "induced sharing" practices, prompting a shift to a new "password red envelope" mechanism to enhance user experience [1][5]. Group 1: Incident Overview - On February 4, users reported that they could not access the Yuanbao red envelope feature on WeChat, receiving a message about the content being blocked due to "induced sharing" [1]. - In response to the issue, Tencent's Yuanbao app quickly adjusted its sharing mechanism and relaunched the feature as a "password red envelope" [1]. - WeChat's official announcement highlighted that the restrictions were part of a broader crackdown on excessive marketing and induced sharing practices during the Spring Festival [5]. Group 2: Regulatory Actions - WeChat's announcement specified that the platform would take action against third-party behaviors that induce users to share links through various incentives, including monetary rewards and virtual prizes [5]. - The platform emphasized that such practices disrupt the ecosystem and negatively impact user experience, leading to the decision to limit Yuanbao's sharing links [5]. - WeChat will continue to monitor marketing activities related to the Spring Festival to ensure compliance with platform rules and protect user experience [5]. Group 3: Market Reactions - Following the news of the restrictions, Tencent's stock experienced a decline, initially dropping over 3% before stabilizing at a 2.84% decrease [7]. - The incident reflects ongoing challenges in the industry regarding user engagement strategies and compliance with platform regulations [6]. Group 4: Competitive Landscape - The Yuanbao red envelope activity, which began on February 1, offered users a chance to participate in a "10 billion cash distribution" event, indicating a competitive push among tech giants to attract users through financial incentives [6]. - Other companies, such as Alibaba with its "Qianwen" app, are also engaging in similar promotional strategies, highlighting a trend of aggressive marketing tactics in the AI and app service sectors [6].

王海博强调，尽管当前委内瑞拉的石油总产量占全球不足1%，但其重油产能却占据全球约9%-10%的份 额。若该国产能快速释放，将对全球石油市场，特别是重油板块产生显著影响，很可能带动重油价格下 行。而油价走势反过来又会影响石油公司在委的进一步投资决策，形成相互制约。 2月3日，国家高端智库中国石油集团经济技术研究院在北京举办《2025年国内外油气行业发展报告》 《全球能源安全报告（2025）》发布会。这是中石油经研院连续第18年发布油气行业发展报告、连续第 4年发布全球能源安全报告，发布会还连续第2年同步对外发布《中石油经研院能源数据手册》。 《2025年国内外油气行业发展报告》提出，世界之"变"催化行业规则重塑。其中，地缘政治格局 剧"变"，多重危机并存，新旧秩序交替，大国战略关系深度重构。2026年，全球将呈现"博弈加剧、风 险外溢加大、供应链加快重构"的态势。 该报告还指出，石油市场主导力量转"变"，全球石油市场主要由供需基本面主导，从供需紧平衡转向明 显过剩。2026年，全球石油市场将在"供需过剩现实"与"地缘冲突风险"之间动态博弈，基本面主导下， 布伦特均价预计为60～65美元/桶，地缘冲突主导下，或将 ...

2月4日，国务院新闻办公室举行新闻发布会，中央财办副主任、中央农办副主任祝卫东在会上介绍，检 验农村工作实效的一个重要尺度，就是看农民的钱袋子鼓起来没有。增加农民收入始终是"三农"工作的 中心任务。近年来，农民收入稳定增长，城乡居民收入倍差持续缩小。 （文章来源：21世纪经济报道） ...

Core Viewpoint - The market is increasingly focused on the "quasi-ONRRP" tool, which may become a new direction for enhancing the monetary policy framework aimed at non-bank financial institutions [1][2] Group 1: Background and Current Situation - The current monetary policy transmission chain places non-bank institutions at the "downstream," leading to a natural "temperature difference" in liquidity access [2] - The People's Bank of China (PBOC) primarily directs liquidity tools towards commercial banks, causing non-bank institutions to rely on indirect liquidity access through banks or asset liquidation [2][5] - This indirect mechanism may fail under market pressure due to banks' risk-averse tendencies, weakening the transmission effect [2] Group 2: Market Dynamics and Liquidity Indicators - The difference between DR007 (a repo rate among deposit-taking institutions) and R007 (a broader market funding cost indicator) reflects liquidity friction, with R007 generally higher than DR007 [5] - During periods of liquidity stress, the spread between DR007 and R007 can widen significantly, impacting non-bank institutions' liquidity management [5] Group 3: Importance of Non-Bank Institutions - Non-bank financial institutions, such as securities firms and fund management companies, manage trillions of yuan in assets and play a crucial role in various financial market transactions [5][6] - Their business models often involve liquidity risk due to high leverage and maturity mismatches, necessitating a more robust liquidity support mechanism from the central bank [5][6] Group 4: Potential Mechanisms and Tools - Analysts suggest that the PBOC's exploration of liquidity support for non-bank institutions may point towards a "quasi-ONRRP" tool, similar to the Federal Reserve's approach [6][9] - The mechanism could involve specific liquidity support arrangements that address the unique challenges faced by non-bank institutions during stress scenarios [7][9] Group 5: Challenges and Controversies - There are differing opinions on the effectiveness and implementation of the quasi-ONRRP tool, with some experts arguing that it may not serve as a substantial liquidity boost for non-bank institutions [8] - Concerns exist regarding the definition of "specific scenarios" and the prevention of moral hazard in the proposed liquidity support framework [7][8] Group 6: Future Outlook - The PBOC may refine its liquidity support mechanisms by considering factors such as price, quantity, duration, collateral, and counterparty qualifications [9] - The overall market liquidity is expected to remain balanced and loose, with the central bank likely to use reverse repos and MLF to manage fluctuations [9]

Core Viewpoint - The increasing aging population and changing family structures in China have highlighted the need for long-term care and financial security for special needs groups, such as mentally disabled individuals and elderly people without children or living alone. The trust industry is shifting from serving high-net-worth individuals to broader social welfare, with the introduction of "special needs trusts" as a new regulatory category in 2023 [1][6]. Group 1: Special Needs Trusts - Special needs groups include minors, mentally disabled individuals, and elderly people who are unable to care for themselves. As of November 2024, there are approximately 35 million disabled elderly individuals in China, accounting for 11.6% of the total elderly population, with projections suggesting this number could reach 46 million by 2035 [3][4]. - The "special needs trust" concept was formally introduced in 2023, categorized under wealth management services, marking a shift in trust functions from value enhancement to protection [6][7]. Group 2: Practical Implementation - A recent case in Beijing's sub-center combined "special needs trust" with "intended guardianship" to provide a new model for elderly care. A 72-year-old retired doctor established a trust with China Foreign Trade Trust Co., ensuring her assets are managed independently and securely for her long-term care [5]. - The trust acts as a "financial firewall," ensuring that funds are used solely for the intended purpose of elderly care, thus preventing misuse [5]. Group 3: Challenges and Recommendations - Despite the demand for special needs trusts, the sector faces challenges such as tax burdens and governance risks. For instance, a case in Tongzhou highlighted that the tax rate for trust property transfer can be higher than direct ownership, which adds financial strain on families [8][9]. - Governance risks arise from the potential for conflicts in responsibilities among trustees and guardians, necessitating clear delineation of roles and oversight mechanisms to protect beneficiaries [9]. - The development of special needs trusts requires improved top-level design in areas such as taxation and caregiving, drawing lessons from more developed systems in other countries [10].

Core Viewpoint - Wuhan aims to become a leading city in the digital economy by 2028, focusing on artificial intelligence and data-driven development, with specific targets for industry scale and infrastructure improvements [1][2]. Group 1: Development Goals and Plans - Wuhan's "14th Five-Year" plan sets a target for the artificial intelligence industry to exceed 200 billion yuan by 2028, with a focus on achieving a total computing power of over 15,000 PetaFLOPS and a cumulative data transaction volume of 3 billion yuan [1]. - The city plans to cultivate over 1,000 large-scale data enterprises and increase the number of AI-related companies to over 1,500 by 2028 [1]. Group 2: Data Infrastructure and Technology Foundation - Data is identified as a core driver of the digital economy, with Wuhan ranking 6th among cities for data factors during the "14th Five-Year" period [4]. - The city aims to enhance data governance and management, creating a unified digital resource management system and developing 30 data circulation scenarios by 2026 [4]. Group 3: Industry Competitiveness - By 2025, Wuhan's core digital economy industry is projected to reach 1.1 trillion yuan, with 3,678 enterprises in the sector [7]. - The city will focus on strengthening its core industrial advantages and transitioning from digital empowerment to intelligent driving, with specific initiatives in electronics, software, and intelligent systems [7][8]. Group 4: Application-Driven Development - Wuhan is expanding AI application scenarios, with significant implementations in public safety and urban governance, including the deployment of 142 unmanned aerial vehicles for city management [9]. - The city aims to create 50 major comprehensive application scenarios by 2028, with a focus on various sectors including industry, consumption, and social governance [9][11].

21世纪经济报道记者冯紫彤 近日，北京市2026年金融系统工作会议召开。会议在总结去年工作基础上，明确新一年首都金融业发展路线图，持续推进防风险、强监管与促高质量发展主 线，以"首善标准"推动首都金融业高质量发展不断迈上新台阶，为"十五五"开局提供金融支撑。 会议指出，过去一年，首都金融系统围绕国家金融管理中心定位，在金融风险防范处置、地方金融监管能力、发力金融"五篇大文章"、发挥多层次资金市场 枢纽功能、金融高水平开放等领域成效显著。 最后，会议强调，要坚持党对金融工作的全面领导，推动党建工作与业务同谋划、同部署；并着力锻造一支忠诚干净担当的高素质专业化首都金融干部人才 队伍。 2026年是"十五五"开局之年，会议在准确把握首都金融发展面临的新形势新挑战的基础上，部署了2026年多项重点任务包括切实发挥好防范化解金融风险体 制机制、持续提升监管效能、强化国家金融管理中心功能建设、巩固金融业"压舱石"地位等。 据悉，会上，工行北分、中金公司、人保财险北分及安联资管等机构代表作了交流发言。北京市委金融委委员和委员单位分管负责人、市委金融办领导班子 成员及各处室负责人、各区人民政府及经开区管委会分管负责人、部分在 ...