一是价格确定时点晚：所参考的国际主要市场价格通常在北京时间下午3点后才能最终确定，此前无法 获得准确、公允的资产定价。 二是存在不确定性：公司无法预测国内期货合约盘中会否打开跌停板并恢复流动性，若可正常交易，则 可能无需调整估值。 据每日经济新闻报道，针对旗下国投瑞银白银期货LOF（161226）因单日净值下跌31.5%并引发市场强 烈争议一事，2月3日，国投瑞银基金向投资者发布详细说明，对于为何未在2月2日开市前提前公告估值 调整，国投瑞银给出三点解释： 三是避免引发恐慌：公司担心，若在交易时间内提前公告，可能被市场解读为基金流动性出现严重问 题，进而引发非理性的恐慌性"挤兑"。 （文章来源：21世纪经济报道） ...

Group 1 - The major indices collectively rose on February 3, with the National Bio-Medical Index (399441) increasing by 1.15%. Notable stocks included Zhaoyan New Drug and Aimeike, both rising over 4%, while Tigermed and Huaxi Biological increased by over 3%, and Kailaiying rose nearly 3% [1] - The Bio-Medical ETF (159859) had a trading volume exceeding 65 million yuan, ranking first among its peers. The net inflow for this ETF on the previous trading day (February 2) was 67.29 million yuan, and it has seen continuous net inflows over the past 10 days, accumulating over 440 million yuan [1] - The latest circulating share of the Bio-Medical ETF is 9.569 billion shares, with a total market size of 3.674 billion yuan, making it the largest in its category [1] Group 2 - The Shanghai Municipal Government's work report emphasized the need to deepen the construction of an international economic center, focusing on modern industrial systems and supporting sectors such as bio-medicine, integrated circuits, and artificial intelligence [2] - According to Zhongtai Securities, the pharmaceutical market opportunities are expected to revolve around thematic opportunities, with potential performances in brain-computer interfaces, AI healthcare, and small nucleic acids. There is also a strategic emphasis on the raw material drug sector, which is at a bottom range and may see a mid-term positive cycle due to rising chemical prices and new business additions [2]

值得注意的是，当日午后，寒武纪微信公众号发布"严正声明"称，公司关注到今日网络传播的关于公司 近期组织小范围交流等信息为不实信息，公司近期从未组织任何小范围交流，没有出具过任何年度、季 度营业收入指引数据，相关信息请以公司公开披露的信息为准。公司目前研发进展顺利，经营稳步推 进。 2月3日，国产AI芯片龙头寒武纪股价盘中出现大幅下挫引发关注。截至午间收盘，寒武纪报1082元/ 股，跌近13%，公司总市值同步回落至4500亿元附近。 《21辟谣》注意到，当日市场流传一则传闻，称寒武纪近期组织小范围交流，且2026年营收指引不及市 场预期，这一传闻被认为是引发股价异动的重要诱因之一。 对此，寒武纪向以投资者身份致电的21快讯记者回应称："公司相关的具体信息还是要以公司公开披露 的信息为准。市场上有很多的信息，它这个来源也没办法确定，然后它真实性也无法确定，这可能有一 些混杂的谣言和不实信息。" （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 寒武纪在声明中提醒广大投资者，公司相关事项均以公开披露信息为准，请各位投资者提高信息辨别能 力，不传播、不采信来源不明或未经核实的虚假信息。此外，对于 ...

Core Insights - The Douyin e-commerce platform has reported a significant surge in fresh food sales during the Chinese New Year shopping period, highlighting changing consumer preferences and the rise of live-streaming commerce as a key driver of sales growth [1][4][18] Group 1: Fresh Food Sales Trends - From January 16 to January 26, Douyin e-commerce experienced a comprehensive explosion in fresh food sales, with cherries, frozen durian, seafood gift boxes, beef and lamb, sea cucumbers, and blueberries being the top-selling items [1] - The sales of "new and unique vegetables" like ground spinach saw a year-on-year increase of 368%, leading the vegetable category [5] - In the fruit category, blueberries, frozen durian, and citrus fruits achieved year-on-year sales growth of 302%, 95%, and 38% respectively [5] Group 2: Seafood and Prepared Foods - Seafood has become a central feature of the New Year's Eve dinner, with king crabs, black tiger prawns, and yellow croakers showing explosive growth rates of 548%, 330%, and 143% respectively [4] - The demand for convenient "lazy New Year's Eve meals" has risen, with pre-prepared seafood products gaining popularity [4] - Seafood gift boxes have emerged as a new favorite for gifting, with an explosive growth rate of 2662% [4] Group 3: Quality Consumption and Gifting Trends - The demand for high-quality products has increased, with traditional health ingredients like astragalus, goji berries, and ginseng becoming common choices for daily nourishment [14] - High-end gift items such as dried sea cucumbers and bird's nests are now considered "hard currency" for holiday gifting due to their rarity and nutritional value [14] - The sales of nuts, dairy products, and flowers have also surged, driven by the festive season's gifting and gathering needs [9][10] Group 4: Marketing and Content Strategy - Douyin e-commerce launched a "Hometown New Year Goods" campaign, engaging 465 local ambassadors to create over 1.3 million pieces of quality rural content, achieving a cumulative reading volume of over 4.5 billion [15] - The platform's innovative live-streaming showcases traditional production techniques and real-time seafood processing, enhancing consumer trust in product freshness [15] - Douyin e-commerce aims to continue driving farmer income and facilitating the nationwide distribution of quality fresh food products through resource investment and model innovation [18]

李书福带领的汽车巨头，开年告捷。 2月1日，吉利汽车公告，其乘用车在1月销售270167部，同比环比双增长。此数据暂时超越比亚迪的21万部，也终结后者蝉联约40个月的内 资车企月度销冠纪录。 | | 本月 | 去年同期 | 同比變動 | 今年累計 | 去年同期累計 | 同比變動 | | --- | --- | --- | --- | --- | --- | --- | | 品牌 | (部) | (部) | (%) | (部) | (部) | (%) | | 吉利 | 217.438 | 224.718 | -3 | 217.438 | 224.718 | -3 | | 其中:银河 | 82,990 | 93.545 | -11 | 82.990 | 93.545 | -11 | | 領克 | 28.877 | 30.077 | -4 | 28.877 | 30.077 | -4 | | 検気 | 23,852 | 11.942 | 100 | 23,852 | 11.942 | 100 | | 合計 | 270,167 | 266,737 | 1 | 270,167 | 266,737 | 1 | | 其中: ...

2月1日，吉利汽车发布公告，1月乘用车销量270167辆。时隔一年，其重回中国车企月度销冠。 （文章来源：21世纪经济报道） ...

南财智讯2月3日电，德石股份在投资者关系活动中表示，装备产品的景气度主要受上游油气企业投资意 愿直接影响，与客户实际作业工作量高度挂钩，当油气公司明确增储上产目标、产量计划提升时，势必 带动钻井作业量增加，每一口钻井均需配套井口装置，直接拉动装备产品需求；钻具产品作为核心耗 材，只要钻井作业持续开展即产生稳定需求，且因安全要求达到额定寿命后必须强制更换，该硬性要求 支撑其需求稳定增长。 ...

Group 1 - The core viewpoint of the article highlights the distinct differentiation in the business model of the drilling tool segment between domestic and international markets, with domestic operations focusing on tool rental and international operations emphasizing tool sales [1] - The rental model is described as a "double-edged sword," where it incurs high operational costs due to the need for investment in maintenance stations and ongoing expenses related to repairs, transportation, and personnel [1] - However, if product quality is stable and the lifespan is sufficiently long, the cumulative value generated under the rental model may exceed that of one-time sales, potentially leading to higher profitability in the long run [1]

对此，21快讯记者以消费者身份致电周生生，客服人员表示，公司已关注到相关报道，并正在跟进此 事。该工作人员指出，李女士提供的检测结果"非权威机构出具"，不能作为判定依据，公司足金产品含 金量没有问题。 21快讯记者获悉，近日有消费者反映在周生生购买的足金饰品出现质量问题，且自行检测结果显示含金 量不足。 2月3日，周生生发布情况通报，表示高度重视顾客反映的相关事宜，正积极开展相关工作，相关进展将 及时同步。 据央广网报道，广东清远的李女士在周生生门店购买了一款足金福袋挂坠，佩戴仅一天后便出现刮花和 白色痕迹。李女士将挂坠送检后，发现其不同点位金含量数据差异较大，其中最低一处仅显示 64.37%，且饰品中含有铁、银、钯等其他金属元素。她据此要求退货，但起初遭到门店拒绝。 经媒体介入，周生生方面表示出于诚意愿为李女士办理退货，但同时强调所有产品均符合国家标准，并 提出可陪同前往权威机构检测。目前，当地市场监管部门已介入，建议双方通过第三方专业鉴定进一步 厘清情况。 前述工作人员解释称，足金本身不会变色，但日常佩戴中接触化妆品、汗液等可能产生化学反应导致表 面泛白，属于正常现象，通过清洗或翻新保养即可恢复，不影响成 ...

二，财政回补与战略导向。税收的增加，预示着国家对通信业的要求已从"普及化"转向"高质量产出"。 通过财税手段引导行业将有限的资金从市场营销流向算力网络、6G研发等战略高地。 是运营商赚太多了，国家才给他们提税么？哎还真不是，根据财报数据，三大运营商的营收增速已集体 回落至1%以内的临界点，且用户平均收入持续低迷。按目前行业营收结构测算，本次受税率波动影响 的业务收入规模接近1.2万亿元。在当前提速降费的政策背景下，含税套餐价格必须保持稳定，这意味 着新增的3%税收成本将完全由运营商内部消化，行业净收入将直接流失约250亿至300亿元。这意味着 全行业净利润将面临10%到15%的定向削减。对于利润率本就处于个位数的通信行业来说，这是一次极 具压力的利润重塑与成本挤压。 为什么既然他们越赚越少了，为什么还选择在此时给运营商加税呢？这是国家对治理逻辑的一次彻底转 换。从行业生命周期来看，运营商的发展已经从"爆发期"转向了"成熟期"。在"十五五"之前，6%的低税 率本质上是国家给予通信产业的战略扶持。通过政策性让利，驱动运营商大举投入基建、降低资费门 槛，培养用户习惯，以此孵化出规模巨大的短视频、直播及移动支付生态。 ...