南方财经2月2日电，近日，中国银行与东方汇理银行正式签署国际掉期和衍生工具协会（ISDA）非集 中清算衍生品交易初始保证金协议。根据协议，双方将离岸人民币、美元及欧元等多币种中国主权债券 纳入初始保证金合格担保品范围。 近年来，中国银行充分发挥跨境业务优势，持续拓展人民币资产在国际金融市场交易中的使用场景，在 多个领域实现了人民币合格担保品的跨境应用。（21世纪经济报道） 这标志着离岸中国主权债券首次被纳入非集中清算衍生品交易初始保证金合格担保品范围，为国际金融 市场参与者提供了更多样化的选择。 ...

Group 1: Spring Festival Travel Trends - The Spring Festival travel period is expected to see a record 9.5 billion trips, with self-driving accounting for about 80% of the total [1] - The average travel days per person during the Spring Festival is projected to reach 5.9 days, an increase of 1.1 days compared to last year [1] - There is a notable trend of travelers opting for "city hopping" during the festival, with flight bookings during the holiday period increasing by 55% year-on-year [4][5] Group 2: Transportation Capacity and Operations - National railways are expected to transport 540 million passengers, with a daily average of 13.48 million, reflecting a 5% year-on-year increase [2] - Airlines are planning to operate over 126,000 flights during the Spring Festival, with China Southern Airlines alone executing over 109,000 domestic flights [3] - The introduction of C919 aircraft by airlines is highlighted as a significant development, with Eastern Airlines deploying 14 C919 jets for nearly 50 daily flights, marking a more than 50% increase in flight volume [3] Group 3: Accommodation and Tourism Preferences - There is a significant increase in hotel bookings during the Spring Festival, with a year-on-year growth of 71%, peaking on the third day of the new year [5] - The demand for vacation rentals, particularly for family-oriented accommodations like villas, has surged, with bookings increasing by 48% week-on-week since January [5][6] - Tourists are increasingly seeking cultural experiences, with searches for traditional events like lantern festivals and folk performances rising by 117% [6] Group 4: Travel Behavior and Preferences - The trend of "slow travel" and deep experiences is driving a shift in travel consumption, with a notable increase in self-driving trips, which account for over 85% of surrounding travel bookings [7] - The peak traffic volume on highways during the Spring Festival is expected to reach 71 million vehicles per day, with an increase in the use of electric vehicles [8] - There is a shift in group travel dynamics, with a trend towards smaller, more customized tour groups, reflecting a desire for flexibility among travelers [9]

Core Viewpoint - The company has approved a plan to utilize up to 500 million yuan of idle self-owned funds for cash management, focusing on high safety, good liquidity, and controllable risks in financial products [1] Group 1: Investment Plan - The company will invest in financial products such as agreement deposits, notice deposits, time deposits, structured deposits, bank wealth management products, and money market funds, with a focus on those with a maturity of no more than 12 months [1] - The investment may also include large bank certificates of deposit with a maturity exceeding 12 months, provided they can be transferred within 12 months of purchase [1] Group 2: Usage and Impact - The usage period for these funds is valid for 12 months from the date of approval by the shareholders' meeting [1] - The funds can be used on a rolling basis within the approved limit and will not affect the company's normal business development and daily operational funding needs [1]

记者｜雷晨 编辑｜巫燕玲 近期，多家光模块龙头企业发布了2025年的业绩预告。数据显示，相关公司的净利润出现了大幅增长。其中，中际旭创和新易盛的表现尤为突出。 这背后，是800G等高速光模块订单的持续释放。同时，下一代1.6T技术也已开始商用部署，推动行业技术迭代不断加快。 行业分析认为，光模块行业的高景气与全球AI发展的宏大叙事紧密相连。海内外云厂商的高额资本开支、中国市场的需求回归、技术升级带来的"量价齐 升"，以及AI需求从训练侧向推理侧的延伸，共同构成了行业持续增长的坚实基础。 高增下的分化 光模块是数据传输的关键部件，它像连接数据中心各个服务器的"高速公路"。随着AI大模型训练、自动驾驶、云计算等应用对算力需求的爆炸式增长，光模 块企业成了直接受益者。 中际旭创的业绩预告显示，公司2025年预计实现归属于上市公司股东的净利润98亿元至118亿元，增长率高达89.50%至128.17%。扣除股权激励费用前，公 司光模块业务实现合并净利润约108亿元至131亿元，同比增长90.81%至131.44%。2月2日，中际旭创收盘报591元/股，市值6567亿。 新易盛的表现则更胜一筹。其预计2025年实现归属 ...

即便是在周末的黄金时段，曾经人头攒动的美妆店也显得有些落寞。 "美妆行业在实体零售中的利润不算低，既往无论是百货大楼时代还是购物中心时代，最好的一楼位置都是香水化妆品，尽管电 商渠道冲击不断，业态尽管一直在变，一定还会是兵家必争之地。"华南某购物中心招商部负责人向21世纪经济报道记者说道。 图：北京某商场美妆香化商品卖场（21世纪经济报道记者摄） 图：美妆零售实体卖场（21世纪经济报道记者摄） 在租金等固定成本难以下调、客流增量有限的背景下，原本兼具展示与销售职能的美妆实体店，其经营效率正面临持续考验。 近两年，部分外资与连锁美妆零售品牌相继收缩阵线。 继美妆巨头莎莎于去年六月彻底告别内地市场后，2026年初，入华22年的药妆连锁万宁亦宣布关闭内地全部线下门店及线上商 城，其线下门店最后营业日定为2026年1月15日。 在传统美妆零售遇冷的另一面，以差异化路径切入的新兴美妆集合店开始崭露头角。 如专攻大牌小样市场的話梅（HARMAY）、网红彩妆零售商调色师（THE COLORIST）等，通过差异化选品、强化空间设计与 沉浸式体验，正尝试重新盘活实体美妆零售业务。 "消失"的美妆店 美妆实体零售正承受系统性压力 ...

此前，陈行甲因2024年年薪超过70万元而受到部分舆论质疑。根据深圳市恒晖公益基金会在官方网站公布的2024年年报显示， 陈行甲内部职务为副理事长，当年度从基金会获得的税前总收入约为730100元。而2023年度工作报告则显示，陈行甲该年度在 基金会领取薪酬为902700元。 公开资料显示，陈行甲2015年被评为"全国优秀县委书记"。辞去公职后，陈行甲创立深圳市恒晖公益基金会，关注儿童大病救 助和教育关怀。 值得注意到的是，对于自己年薪的问题，陈行甲曾进行过回应。据媒体公开报道，陈行甲明确主张公益人应该获得体面、合理 的报酬。在陈行甲看来，问题的核心并非公益人该不该拿工资，而在于薪酬制度是否公允、透明、经得起追问，要求公益人"用 爱发电"是一种不公的"道德绑架"。 2月2日中午，俞敏洪在个人社交平台晒与陈行甲合照，透露陈行甲已到新东方报到。 今年1月20日，新东方创始人俞敏洪在自己个人抖音号，以新东方教育科技集团名义发布了一则通告："新东方教育科技集团， 聘请陈行甲老师，为新东方教育、东方甄选、新东方文旅总顾问，年薪150万人民币。"通告还表示，新东方教育科技集团每年 为恒晖基金会捐献不少于100万人民币的善 ...

南财智讯2月2日电，荣晟环保发布2025年前三季度权益分派实施公告，每股派0.38元（含税），股权登 记日为2月6日。 ...

Core Viewpoint - The company announced the redemption of a structured deposit from Industrial Bank, amounting to 38 million yuan, with a return of 46,100 yuan, and plans to reinvest the same amount into cash management without affecting the progress of fundraising projects or normal operations [1] Group 1 - The company will redeem a structured deposit from Industrial Bank on February 2, 2026, for a total of 38 million yuan [1] - The redemption will yield a profit of 46,100 yuan [1] - The company will reinvest the redeemed amount into cash management using idle fundraising funds [1] Group 2 - The redemption will not impact the progress of fundraising investment projects [1] - The company's normal production and operations will remain unaffected by this financial maneuver [1]

南财智讯2月2日电，易瑞生物公告，公司控股股东易瑞（海南）创业投资有限公司及其一致行动人深圳 易达瑞管理咨询合伙企业（有限合伙）、深圳易凯瑞管理咨询合伙企业（有限合伙）本次减持计划期限 已届满。截至2026年1月30日，上述股东通过集中竞价及大宗交易方式合计减持公司股份10,680,200股， 占公司目前总股本405,068,764股的2.64%。 ...

南财智讯2月2日电，弘景光电在投资者关系活动中表示，在智能汽车领域，公司产品解决方案已全面覆 盖智能驾驶（ADAS、AVM、CMS）和智能座舱（DVR、DMS、OMS）的各个应用场景，与奔驰、奇 瑞、长城、小鹏等众多知名车企及Tier1厂商建立了长期稳定的合作关系；在"智驾平权"趋势下，高阶 智能驾驶功能加速向中低端车型渗透，公司对2026年智能汽车业务的增速保持较为乐观的预期。 ...