（文章来源：21世纪经济报道） 春运首日，广州南站迎来客流高峰。车站多项保障措施同步启动，全力保障旅客安全、有序出行。一起 来看看。 ...

广东放大招离境退税商店狂增八成 机器人广绣端砚都能退 （文章来源：21世纪经济报道） ...

（文章来源：21世纪经济报道） 今天，2026年春运正式启动。广州白云机场春运首日客流平稳增长，返乡探亲与旅游出行叠加，机场通 过智能化服务和精细化保障，护航旅客顺畅出行。 ...

Core Insights - The report highlights significant target price increases for several companies, with 百利天恒 leading at 375.97%, followed by 泽璟制药 at 88.56% and 长城汽车 at 83.66% [1][2]. Target Price Increases - 百利天恒 (CITIC Securities) has a target price increase of 375.97%, with a latest price of 1322.00 CNY [2]. - 泽璟制药 (Huatai Securities) shows a target price increase of 88.56%, with a latest price of 166.16 CNY [2]. - 长城汽车 (CITIC Securities) has a target price increase of 83.66%, with a latest price of 38.00 CNY [2]. - Other notable increases include 工业富联 (Huatai Securities) at 73.31% and 宁德时代 (Dongwu Securities) at 71.71% [2]. Broker Recommendations - A total of 265 companies received broker recommendations from January 26 to February 1, with 青岛银行 receiving the highest number at 8 recommendations [3]. - 先导智能 and 万辰集团 each received 5 recommendations [3]. Rating Adjustments - During the same period, 8 companies had their ratings upgraded, including 上海家化 (Guolian Minsheng Securities) from "Hold" to "Recommend" [4]. - 中兴通讯 (Dongguan Securities) was upgraded from "Cautious Recommend" to "Buy" [4]. - 特变电工 (Huatai Securities) was upgraded from "Hold" to "Buy" [4]. Rating Downgrades - Two companies had their ratings downgraded, including 金辰股份 (Zheshang Securities) from "Buy" to "Hold" [5]. - 华设集团 (Guotai Junan Securities) was downgraded from "Buy" to "Hold" [5]. First Coverage - A total of 75 instances of first coverage were reported, with 陕西旅游 receiving a "Outperform Industry" rating from China International Capital Corporation [6]. - 柏楚电子 was rated "Hold" by Guotai Junan Securities, and 博汇纸业 received a "Buy" rating from Guohai Securities [6].

21世纪经济报道记者 林典驰 深圳报道 近年来，受限于市场周期影响，欣旺达整体营收略有起伏，根据招股书，欣旺达2022年至2024年，营收 分别是为521.6亿元、478.6亿元及560.2亿元，复合年增长率为3.6%。 2025年前三季度，欣旺达实现营收435.34亿元，同比增长13.73%，归母净利润14.05亿元，同比增长 15.94%，但经营活动现金流净额同比下降7.46%。与此同时，2025年前三季度，公司扣非净利润同比下 降12.74%。 尽管欣旺达方面称，经考虑诉讼律师的意见后，认为该等诉讼请求缺乏足够证据支持，且法院最终判定 被告需要承担全部责任的可能性极低。但这的确是投资者需要考量的重要因素之一。 截至2月2日收盘，欣旺达报收22.71元/股，总市值达到419.56亿元。 这家成立于1997年的消费电池龙头，从锂电池pack起步，到收购锂威发力消费锂电池电芯，并很快将苹 果、华为、小米、等一线手机品牌的订单尽收囊中，稳坐消费电池领域头把交椅，全球手机电池市占率 34.3%。 随着汽车的电动化转型，欣旺达业务向汽车动力电池延伸，如今抓住"双碳"战略转型，发力储能电池， 成为公司增速最快的两大业 ...

上海市住建委有关负责人表示，上海将强化供给与需求匹配、租赁与购置联动，形成"政策引导、市场 运作、多方协同、群众得益"的良好格局。同时，上海还将推动保障性租赁住房筹措模式创新，探索在 二手房市场中收购存量住宅，进一步拓宽保障房源筹措渠道；并通过存量房源收购，有效缩短建设周 期，优化区域布局，完善房型结构，加快形成有效供给。 签约活动上，建设银行上海市分行相关支行与浦东新区、静安区、徐汇区三个区公租房公司签署合作协 议，为开展收购工作提供金融支持。建设银行上海市分行有关负责人表示，为保障项目推进，分行将定 制专项方案，从融资安排、资金监管，到个人住房按揭、科创E建行科技人才一站式服务平台等，提供 全周期、多层次的金融服务支持。 2月2日，上海收购二手住房用于保障性租赁住房项目工作实质性启动。上海市住建委有关负责人在签约 活动上表示，上海开展收购二手住房用于保障性租赁住房工作，是精准对接新市民、青年人、大学毕业 生、各类人才等群体的租赁需求，助力构建青年发展型城市的有力举措。 记者在签约活动上获悉，上海市浦东新区、静安区、徐汇区作为首批试点区。第一批拟收购房源将着重 房型匹配、布局合理、配套成熟、交通便捷等特点， ...

Group 1 - The core idea of the news is the launch of the "2026 'Buy New Year' Special Activity Plan" by the Ministry of Commerce and nine other departments to stimulate consumer spending during the Spring Festival, which will take place from February 15 to 23, covering nine days of holiday [1] - The activity plan includes six components: food, accommodation, transportation, tourism, shopping, and entertainment, focusing on cultural traditions, family reunions, and shopping needs, aiming to create diverse consumption scenarios [1][2] - The plan is expected to enhance economic vitality and improve residents' happiness by stimulating consumption potential through various measures [1] Group 2 - The "Good Purchase" section of the plan encourages retail sectors to conduct promotional activities, including setting up market areas for New Year goods and supporting local fairs [2] - A series of support measures are introduced, such as prize invoices, increased subsidies for old-for-new exchanges, and enhanced financial support through consumption red envelopes and discounts [3] - The old-for-new policy is highlighted as a key driver for consumption, with an expected sales volume of 3.92 trillion yuan in 2025 benefiting 494 million consumers [3][4] Group 3 - The plan aims to promote green consumption and reduce resource waste while stimulating demand for product upgrades through increased old-for-new exchanges [4] - Financial support for consumption is expected to increase, with a projected 500 billion yuan in fiscal funds for 2026, expanding the scope of consumption incentives [5] - The integration of transportation and tourism is emphasized, with measures to enhance inbound tourism and optimize shopping experiences for international travelers [6][7] Group 4 - The plan encourages collaboration between financial institutions and key merchants to launch exclusive Spring Festival activities, including discounts and digital currency incentives [8][9] - Cross-industry collaborations are promoted, linking various sectors such as dining, accommodation, and entertainment to create bundled offers for consumers [9][10] - Overall, the combination of these policies is expected to effectively stimulate domestic demand, promote consumption upgrades, and support the recovery of the real economy [10]

随着AI技术更迭，华为持续在AI应用领域探索，近年来医疗AI成为重点赛道之一。 2月1日，在医疗人工智能协同创新论坛暨医疗人工智能联盟（筹）2026年第一次学术会议上，华为云发布"行业AI梦工厂"首个 专区——智慧医疗专区。 在业内看来，这一举措有望缓解医疗行业长期存在的"数字化进展缓慢、数据孤岛严重、重复开发成本高、AI应用门槛高"等问 题，加速优质医疗AI能力向更广泛人群普惠。 另一方面，在基层医疗场景中，面向基层医院和医生，华为发布业界首个智慧病理云边端解决方案：通过云边端协同，将瑞金 医院与华为联合研发的RuiPath病理大模型能力，以云或智慧病理一体机为载体下沉至基层，将头部医院的前沿能力转化为基层 医院"用得上、用得起"的普惠工具。 据悉，RuiPath是中国首个临床级多模态病理大模型，目前已能覆盖中国每年全癌种发病人数90%的19个常见癌种。同时， RuiPath在业界12个主流公开数据集的14个辅助诊断任务测试中，有7个达到业界领先水平（SOTA），这标志着AI真正从实验室 走进了临床。 长期以来，我国优质医疗资源分布不均，尤其是病理诊断等领域，专家多集中于少数大城市医院。对于患者而言，异地就 ...

Core Viewpoint - SpaceX proposes the "Orbital Data Center System" to deploy up to 1 million satellites in low Earth orbit, aiming to provide computational power for AI models using solar energy, which is seen as a more economical and energy-efficient solution compared to traditional ground-based data centers [1][3][4]. Group 1: SpaceX's Proposal - SpaceX's application to the FCC highlights the rapid growth in demand for AI, machine learning, and edge computing, which exceeds the processing capabilities of ground infrastructure [3][4]. - The projected global data center electricity demand is expected to more than double by 2035, reaching approximately 1200-1700 terawatt-hours (TWh), potentially accounting for up to 4% of total global electricity consumption [3][4]. - The orbital data centers will operate at altitudes between 500 to 2000 kilometers, utilizing solar energy to minimize operational costs and environmental impact compared to terrestrial data centers [3][4]. Group 2: Technical Aspects - SpaceX plans to design various satellite hardware versions to optimize operational efficiency, with each satellite equipped with heat dissipation panels and a lifespan of five years [4]. - The new satellite constellation will feature high-speed laser links for data transmission, connecting to both the proposed system and existing Starlink satellites [4]. - SpaceX's reusable rocket technology, particularly the Starship, is expected to significantly reduce launch costs, enabling the deployment of substantial amounts of computational power in space [4][6]. Group 3: Competitive Landscape - Other companies, such as Google and Nvidia-supported Starcloud, are also exploring space-based computing solutions, with Google planning to launch its TPU satellites by 2027 and Starcloud having already sent satellites equipped with H100 chips into orbit [7][8]. - China's initiatives include the launch of 12 computing satellites by Zhijiang Laboratory, which will form a network capable of 1000 Peta Operations Per Second (POPS) [10]. - Beijing's plan for a space data center aims to establish a large-scale system with over 1 gigawatt (GW) of power, designed to host a million servers and provide AI computing capabilities in space [11].

南财智讯2月2日电，希荻微公告，公司首次公开发行前股票期权行权限售股本次上市流通总数为172.08 万股，上市流通日期为2026年2月10日。 ...