"春节前两周开始，店里全天都是满的，从开门到晚上11点都有消费者烫头发"、"和朋友一起约了个新年美甲，都要提前一周预 订。"近日，记者从上海一家理发店和美甲店看到的现象，正是当下春节前服务消费火热的真实写照。 春节将至，年味渐浓，多个服务零售行业迎来全年消费高峰。春节前一周，美团发布服务消费趋势前瞻。传统的"美丽三件 套"在节前迎来爆发式增长，美团数据显示，新年发型、美甲、睫毛等热度大涨，多个关键词搜索量翻倍；AI黑科技、KTV娱乐 综合体发展给老行业带来新增量，从腊八节开始，KTV交易规模同比增长近三成，预订订单量同比去年明显上涨；受春节返乡 聚会场景带动，中小城市KTV春节期间预订超3成；春节出行高峰来临，"宠物上门喂养"近两周搜索量环比增长翻倍。上海、北 京、深圳、成都、杭州、武汉、广州、西安、长沙、重庆成全国休闲玩乐交易规模前十城市。 ▲美团全新功能"宠物上门喂养在线预约"正式上线 图源：美团App AI时代，服务零售中的传统业态也不断升级新玩法，"老行业"迎来消费新高峰。比如，本以为"过时"的KTV行业也成了春节服 务消费"黑马"。当前，不少KTV已然发展成为综合娱乐空间，从融入特色美食、剧本娱乐、 ...

据21世纪经济报道记者不完全统计，已公布数据的75家非上市财产险公司全年共实现保险业务收入4752.11亿元，同比增长 7.63%。在保费稳中有增的基础上，净利润也实现较大增长，合计净利润达到146.49亿元，较去年同期增长178.18%。 南方财经全媒体记者 林汉垚 实习生 涂盛青 从披露数据来看，2025年财产险市场仍呈现"强者恒强"的竞争格局，头部公司凭借规模与渠道优势，在规模与利润上双双领 先；与此同时，一批中小型险企依托特色业务或股东资源，实现保费与利润快速增长，行业转型与差异化经营趋势进一步凸 显。 国寿财险保费稳增，申能、比亚迪财险等增速亮眼 随着2025年第四季度偿付能力报告陆续披露，非上市财产险公司的全年经营图谱逐渐清晰。 国家金融监督管理总局最新数据显示，2025年财产险行业累计原保险保费收入约1.76万亿元，同比增长3.92%，增速较上年略有 回落。整体来看，财产险保费保持小幅正增长。其中，行业主要保费仍由头部大型险企贡献，但头部公司的增长趋缓，与行业 增速基本持平甚至略低。 | 排名 | 公司名称 | | 业务收入(单位:亿元) | | | --- | --- | --- | --- ...

南财智讯2月10日电，力量钻石公告，公司控股股东、实际控制人的一致行动人李爱真、邵增明及商丘 汇力金刚石科技服务中心（有限合伙）合计持有公司股份由124,897,861股减少至121,834,161股，占公司 总股本比例由47.99%降至46.81%，本次权益变动已于2026年2月9日完成。本次减持系履行此前披露的 减持计划，不导致公司控股股东及实际控制人发生变化。 ...

Core Viewpoint - The Tianjin Economic and Technological Development Zone (TEDA) is advancing towards becoming a national-level zero-carbon park by 2030, focusing on transforming its existing industrial energy systems to achieve low-carbon goals while maintaining economic stability [1][2][3]. Group 1: Zero-Carbon Park Development - TEDA has been selected as one of the first national-level zero-carbon parks, with a construction plan to be completed by 2030 [1][3]. - The park will implement a five-year plan to guide the development of the zero-carbon park, emphasizing the need for a systematic energy supply-side transformation [4][5]. - The core indicator for the zero-carbon park is to achieve a carbon emission of no more than 0.2 tons per ton of standard coal consumed, alongside a clean energy consumption rate exceeding 50% [7][8]. Group 2: Energy System Transformation - The transformation will focus on upgrading the existing energy supply system rather than starting from scratch, which presents unique challenges due to the complexity of the current industrial ecosystem [2][3]. - The park plans to close existing coal-fired boilers to significantly reduce carbon emissions, which is a key strategy to meet the core indicator [5][7]. - Investment for the low-carbon transformation is projected to reach a scale of around 10 billion, targeting four core areas: source, network, load, and storage [8][9]. Group 3: Corporate Participation and Support - Corporate engagement is crucial for the success of the zero-carbon park, with varying motivations among companies, such as compliance with international carbon regulations and supply chain requirements [10][12]. - The park has established a closed-loop management mechanism that incentivizes companies to meet energy-saving targets, providing financial and policy support for successful projects [12][13]. - Companies are encouraged to build energy management centers and connect to online monitoring systems to enhance energy efficiency and carbon management [12][13].

Core Viewpoint - Aerospace Nanhu announced that its chief expert, Wang Xinhong, has retired and will no longer be recognized as a core technical personnel of the company [1] Company Summary - The retirement of Wang Xinhong marks a significant change in the company's technical leadership [1]

编者按：周其仁是一位"文章与脚力"并重的经济学者。2018年出版的《突围集》，想讨论的问题是当时的中国经 济如何从发达国家掌握原发性创新，印度、越南等新兴经济体成本更低的"三明治"夹层中突围。周其仁自陈，他 的研究工作就是跟着问题走，去经济较活跃的地方，比如长三角、珠三角的一线，看看有没有企业在创造突围的 经验。 2025年，周其仁出版新书《寻路集——在全球网络中寻找合适节点》，他用2021年3月在北大国发院同学研讨会上 的发言《问题比答案更重要》作为前言，再次强调"研究工作就是跟着问题走"的重要性。周其仁认为，仅凭学到 的经济学知识，不能告诉别人如何解决问题。但一线企业总会在困境中寻求突破，我们要做的，就是跟踪这些企 业的表现，看看他们如何"寻路"。从"突围"到"寻路"，其实就是一个重新认识世界的过程。 文︱周其仁 周其仁 著 中信出版集团 我对有启发力的前辈向来喜欢刨根究底——尽可能找到他的全部作品来看。张培刚在哈佛得奖的论文，1984年在 国内出了中文版，我当然第一时间就找来读了。书中引用过他自己在20世纪40年代留美之前在中国农村做的三项 调查（《清苑的农家经济》、《广西粮食问题》和《浙江省粮食之运销 ...

南财智讯2月10日电，晓鸣股份公告，公司2026年1月鸡产品销售数量为2288.28万羽，销售收入为 5859.62万元；环比变动分别为1.59%、-11.26%，同比变动分别为-13.11%、-45.25%。分业务表现方 面，当月鸡产品销售均价为2.56元/羽；当年累计销售数量及销售收入均为2288.28万羽和5859.62万元。 上述数据未经审计，仅反映公司鸡产品销售情况，不包含其他业务。 ...

Market Performance - The Hang Seng Index closed up 0.58%, the Hang Seng Tech Index rose 0.62%, and the Hang Seng China Enterprises Index increased by 0.81% [1] - The optical communication sector led the gains, with Longi Fiber Optics rising by 8.8%, Dongfang Electric up over 7%, and Weichai Power increasing by 3.69% [1] Sector Highlights - The cultural media sector saw significant gains, with Digital Kingdom surging over 29%, Reading Group rising over 15%, and DaMai Entertainment and China Ruyi both increasing by over 5% [1] - Biopharmaceutical stocks strengthened, with WuXi AppTec rising over 4%, Rongchang Bio up 3.64%, and Kailai Ying increasing by 3.5% [2] Individual Stock Movements - Notable individual stock movements included Digital Kingdom with a rise of 29.31%, Mao Yi Chuang up 21.92%, and Wan Ka Yi Lian increasing by 20% [2] - The education sector experienced declines, with Dongfang Zhenxuan down over 9% and New Oriental-S falling over 4% [4] New Listings - Le Xin Outdoor debuted with a remarkable increase of 102.29%, closing at 24.78 HKD, and at one point, it surged over 130% during trading [4] AI and Technology Developments - The stock of Zhipu AI, referred to as the "first global large model stock," saw a peak increase of over 24%, with a two-day cumulative rise exceeding 56% [5] - The release of the AI video generation model Seedance 2.0 by ByteDance is expected to significantly reduce production costs and enhance efficiency in the AI drama and short drama sectors, potentially accelerating industry growth [7]

Core Viewpoint - The issuance of convertible bonds by Zhongke Shuguang is a significant step following the new refinancing policy, aimed at supporting high-quality listed companies in innovation and development [1][2]. Group 1: Convertible Bond Issuance - Zhongke Shuguang plans to issue up to 8 billion yuan in convertible bonds, with a six-year term, to fund three core AI computing projects [1][3]. - The bond issuance serves as a demonstration of the new refinancing policy's implementation, highlighting the support for quality companies [2]. Group 2: AI Computing Projects - The advanced computing cluster project aims to enhance system performance and reduce reliance on external technologies, addressing the challenges posed by the evolution of AI large models [3]. - The next-generation AI training and inference integrated machine project is designed to overcome deployment challenges in the industry, providing a fully optimized solution [3]. - The storage system project focuses on achieving domestic production of key technologies, which is crucial for the large-scale development of AI [4]. Group 3: Financial Metrics and Projections - For the first three quarters of 2025, Zhongke Shuguang reported revenues of 8.82 billion yuan and a net profit of 966 million yuan, with a projected net profit of approximately 2.465 billion yuan for 2025, reflecting a growth of 28.99% [7]. - The company’s asset-liability ratio is expected to decrease post-issuance, improving its financial structure [6]. - The company has increased its R&D investment, with R&D expenses reaching 1.292 billion yuan in 2024, accounting for 9.83% of revenue [7]. Group 4: Market Trends and Industry Outlook - The global AI computing demand is surging, with the AI server market projected to grow from 125.1 billion USD in 2024 to 158.7 billion USD in 2025, while China's market is expected to reach 25.9 billion USD, a year-on-year increase of 36.32% [10]. - The industry is anticipated to maintain a positive growth trajectory over the next 5 to 10 years, driven by technological advancements and the expansion of application scenarios [10]. - Zhongke Shuguang's recent deployment of a 30,000-card domestic AI computing pool marks a significant milestone in the large-scale application of domestic AI computing technology [10][11].

沙特阿美全资子公司阿朗新科，正在持续加码中国市场。 孙泓表示，全球宏观环境的结构性调整是整个行业都在努力面对的新问题。不过对阿朗新科来说，中国 在产业升级和新能源等新兴战略产业方面发展迅速。"我们希望作为上游原材料企业，更多地参与到新 能源、智能制造和绿色转型等增长方向的发展中来，为市场提供高性能材料，这对我们而言既是挑战也 是机遇。" 新工厂投产之后，阿朗新科在中国的投资总额已接近10亿美元。 （文章来源：21世纪经济报道） 氢化丁腈橡胶是在丁腈橡胶的基础上进一步改性而成，其在耐化学介质、耐磨性、耐油性以及耐高低温 性能等方面都表现出色，是一类面向战略性新兴产业高端化需求的高性能合成橡胶材料。 "阿朗新科的新工厂可以更好地满足下游客户在不同应用场景下严苛且差异化的加工和性能需求， 比如 海上钻井和新能源汽车所需要的密封材料，以及动力电池。"阿朗新科常州工厂生产经理李晶向记者介 绍，例如在新能源汽车领域，一些车型采用电机油冷等先进技术，对密封材料的耐油性和可靠性提出了 更高要求，氢化丁腈橡胶正好能够支持更好的整车性能和更长的续航里程；在动力电池领域，合成橡胶 可以帮助实现碳材料的均匀分散，从而显著提升导电性能 ...