Core Viewpoint - The People's Bank of China and the National Financial Regulatory Administration announced the list of systemically important banks for 2025, identifying 21 banks, an increase of one from the previous assessment, indicating a slight expansion trend in the number of recognized banks [1][4]. Group Structure - The list of systemically important banks has shown a gradual increase over the years, with 19 banks recognized in both 2021 and 2022, 20 in 2023, and 21 in 2025, reflecting a consistent expansion [1][4]. - The fourth group remains stable, consistently comprising the four major banks: Industrial and Commercial Bank of China, Bank of China, China Construction Bank, and Agricultural Bank of China [2][4]. Group Classification - The 21 banks are categorized into five groups based on their systemic importance scores, with the fifth group remaining vacant. The first group increased from 10 to 11 banks, the second group rose from 3 to 4 banks, the third group decreased from 3 to 2 banks, and the fourth group maintained its count at 4 banks [4]. - The first group now includes 11 banks: China Minsheng Bank, China Everbright Bank, Ping An Bank, Huaxia Bank, Ningbo Bank, Jiangsu Bank, Beijing Bank, Nanjing Bank, Guangfa Bank, Zhejiang Commercial Bank, and Shanghai Bank. The second group consists of 4 banks: Industrial Bank, China CITIC Bank, Shanghai Pudong Development Bank, and China Postal Savings Bank. The third group has 2 banks: Bank of Communications and China Merchants Bank. The fourth group includes 4 banks: Industrial and Commercial Bank of China, Bank of China, China Construction Bank, and Agricultural Bank of China [4]. Key Changes - A significant change in this announcement is the inclusion of Zhejiang Commercial Bank in the first group, marking its first entry as a systemically important bank. Additionally, Industrial Bank has been moved from the third group to the second group [4]. Regulatory Framework - The assessment and publication of the list are part of the regulatory authorities' efforts to establish a comprehensive macro-prudential management system and strengthen the supervision of systemically important financial institutions [4][5]. - The People's Bank of China and the National Financial Regulatory Administration will continue to enhance the additional supervision of systemically important banks to promote their safe and sound operation, thereby better serving the high-quality development of the real economy [5].

据央视新闻，近日，金融监管总局联合市场监管总局、中国人民银行，对携程旅行、高德地图、同程旅 行、飞猪旅行、航旅纵横、去哪儿旅行等六家出行平台企业进行约谈。针对上述企业在与金融机构合作 开展借贷业务中存在的问题，要求其规范营销行为，不得使用误导性宣传用语；清晰披露贷款机构名称 及信贷产品信息，并向借款人明确提示理性借贷；畅通客户投诉渠道，及时回应并妥善处理消费纠纷， 着力提升服务品质，切实保障消费者合法权益。 （文章来源：21世纪经济报道） ...

南财智讯2月13日电，ST信通公告，公司全资子公司大连图灵信通科技有限公司近日与海外某供应商签 订服务器采购合同，合同总额5778.85万美元，折合人民币约4.00亿元。合同约定于2026年3月31日前分 批交付，付款方式为电汇。本次合同系日常经营性采购合同，已经公司第九届董事会第二十四次会议审 议通过。 ...

2026年2月12日，国家金融监督管理总局办公厅发布2025年四季度银行业保险业主要监管指标数据。数 据显示，截至2025年末，保险公司和保险资产管理公司总资产达41.3万亿元，较年初增长15.1%，超我 国银行业金融机构本外币资产8.0%的增幅。 从业务端看，全行业原保险保费收入历史性突破6万亿元大关，同比增长7.4%，显示出极强的行业韧 性。但在资产与业务双向扩张的同时，人身险公司核心偿付能力充足率出现小幅下滑，行业内部盈利与 资本补充的结构性分化正在加剧。 业务增长背后伴随着保障领域的结构性优化。农业保险作为服务国家战略的重要抓手，2025年，我国农 业保险保费规模已经突破1550亿元，为1.25亿户次农户提供了风险保障超5.2万亿元。 人身险贡献近九成资产增量 2025年四季度末，保险业总资产41.3万亿元，较年初增长15.1%，延续近年双位数增长态势。这一增速 显著高于同期银行业8.0%的资产增速，也高于2024年保险业13.9%的增速水平。 分板块看，人身险公司仍是资产扩张的绝对主力，其总资产达36.4万亿元，较年初增长15.4%，占全行 业总资产的88.1%，贡献了全年行业资产增量的约89.5% ...

近日，中国人民银行发布《2025年第四季度中国货币政策执行报告》。报告显示，2025年末非银行业金 融机构存款余额达到34.6万亿元，同比增长22.8%，全年增加6.41万亿元，创下自2015年以来的十年新 高。伴随着这一现象，各方对银行体系流动性状况的关注日益增加。这一现象背后折射出的是中国金融 市场深化发展、利率市场化改革深入推进以及居民财富管理需求升级的多重叠加效应。非银存款的快速 增长不仅改变了银行体系的负债结构，也对商业银行的流动性管理、盈利模式和经营策略提出了新的挑 战，同时也对央行的宏观审慎管理工具提出了新的要求。 非银存款快速增长背后的"存款搬家"现象 非银存款走高并非单一因素推动，而是居民与企业资金在不同金融产品之间重新配置的结果。要全面理 解这一轮结构变化的影响，需要先从"存款搬家"的动因与资金去向入手。 近期以来，居民存款增速高位有所回落，各方关注增多，出现了一些关于银行存款"搬家"的探讨。所 谓"存款搬家"，本质上是在利率市场化背景下，居民和企业基于收益率考量，将资金从银行存款转向理 财、基金等资管产品的资产配置调整行为。 这一现象在2025年表现得尤为突出。全年，数十万亿元高息定期存 ...

南财智讯2月13日电，冀中能源公告，公司股东冀中能源邯郸矿业集团有限公司近日解除质押股份 3801.00万股。 ...

Group 1 - The company announced its first share buyback on February 13, 2026, through centralized bidding, repurchasing 6.0319 million shares, which represents 0.17% of the total share capital [1] - The total amount paid for the buyback was 77.8271 million yuan, excluding commissions and transfer fees [1]

南财智讯2月13日电，禾迈股份公告，海南信荷投资合伙企业（有限合伙）与海南正仁量化私募基金管 理有限公司（代表"正仁江海远山17期私募证券投资基金"）签署《一致行动协议》及《股份转让协 议》，拟通过协议转让方式向正仁基金转让其持有的公司无限售流通股7,432,000股。本次权益变动完成 后，海南信荷持股数量由22,414,866股减少至14,982,866股，持股比例由18.07%拟降至12.08%；杨波持 股比例保持5.65%不变；正仁基金将新增持有7,432,000股，持股比例为5.99%。本次权益变动系一致行 动人内部持股结构调整，合计持股比例维持23.71%不变。本次协议转让尚需上海证券交易所合规性确 认，并在中国证券登记结算有限责任公司上海分公司办理股份过户登记手续，尚未完成。 ...

Core Viewpoint - The announcement from Zhonglai Co., Ltd. indicates a significant change in shareholding structure due to the judicial transfer of shares by Lin Jianwei, resulting in a decrease in his ownership percentage and the loss of voting rights [1] Group 1: Shareholding Changes - Lin Jianwei transferred 2,448,750 shares, which represents 0.22% of the total share capital [1] - His total shareholding decreased from 180,685,737 shares to 178,236,987 shares, reducing his ownership percentage from 16.58% to 16.36% [1] - The change in shareholding has been completed, and Lin Jianwei is no longer considered a concerted actor with Zhejiang Energy Power, Zhang Yuzheng, and Pule Investment [1] Group 2: Voting Rights - Lin Jianwei has relinquished voting rights for the 178,236,987 shares he holds, resulting in his remaining shares having zero voting rights [1]

Core Viewpoint - The company Fulei New Materials (福莱新材) is accelerating its production of robotic electronic skin, having recently completed a private placement to raise funds for expansion and development projects, particularly in the flexible sensor field, which is crucial for humanoid robots [1][2]. Group 1: Fundraising and Investment Projects - Fulei New Materials announced a total fundraising amount of 707 million yuan, with a net amount of 692 million yuan after deducting issuance costs, through a private placement priced at 32.66 yuan per share, representing a 2.83% premium over the base price [1]. - The four major investment projects funded by this placement include the expansion of label printing materials, upgrading electronic-grade functional materials, enhancing the R&D center, and supplementing working capital [1]. Group 2: Market Trends and Product Development - The market for flexible tactile sensors is expected to grow significantly, with predictions indicating a market size of 27.4 billion yuan by 2030, driven by the increasing complexity of robotic applications [4]. - Fulei New Materials has begun to rapidly enter the flexible sensor market, launching its first-generation electronic skin products in 2025 and subsequently introducing second and third-generation products that integrate advanced sensing capabilities [4][5]. Group 3: Strategic Partnerships and Supply Chain - Fulei New Materials signed a comprehensive strategic cooperation agreement with Lingxin Qiaoshou, which will procure 100,000 tactile sensors, positioning the company as a secondary supplier to leading humanoid robot manufacturers [7]. - The company has established a pilot production line for flexible sensors and is preparing for mass production, with plans to achieve an annual capacity exceeding 10,000 sensors [5]. Group 4: Industry Context and Future Outlook - The humanoid robot industry is approaching a significant production milestone, with Tesla's Optimus Gen 3 expected to debut in the first quarter of 2026, marking a shift towards large-scale production [8][9]. - Major Chinese manufacturers are also ramping up production, with targets in the thousands of units for 2026, indicating a broader industry trend towards mass production of humanoid robots [9].