南财智讯2月9日电，益生股份在投资者关系活动中表示，2025年我国祖代白羽肉种鸡引种量同比下降超 过10%，叠加2025年11—12月法国主产区暴发禽流感，当前祖代肉种鸡引种处于暂停状态；根据养殖周 期传导规律，祖代减少将在7个月后传导至父母代鸡苗环节，预计父母代鸡苗供给偏紧，价格继续上 行。 ...

南财智讯2月9日电，崧盛股份公告，公司控股股东、实际控制人王宗友及田年斌（二者互为一致行动 人）计划在本公告披露之日起15个交易日后的3个月内以集中竞价和/或大宗交易方式合计减持公司股份 不超过4,048,098股（含），即不超过公司总股本的3.00%；其中王宗友拟减持不超过2,024,049股 （含），即不超过公司总股本的1.50%，田年斌拟减持不超过2,024,049股（含），即不超过公司总股本 的1.50%。公司董事兼副总经理邹超洋计划在相同期间内以集中竞价方式减持公司股份不超过500,000股 （含），即不超过公司总股本的0.37%。特定股东淮安崧盛投资合伙企业（有限合伙）（简称"崧盛投 资"）计划在相同期间内以集中竞价和/或大宗交易方式减持公司股份不超过2,193,462股（含），即不超 过公司总股本的1.63%。 ...

21世纪经济报道记者王峰北京报道 2025年，全国检察机关共办理涉企行政检察监督案件4500余件，涉 案金额6.4亿余元；1-11月，办理涉及劳动者权益保护社会保障领域行政非诉执行监督案件3500余 件…… 2月8日，最高人民检察院行政检察厅副厅长李昊昕做客最高检厅长访谈，介绍里过去一年，行政检察优 化法治化营商环境，持续做实为民实事方面的务实举措。 李昊昕介绍，2025年行政检察积极参与党中央部署的"规范涉企执法专项行动"和最高检开展的"违规异 地执法和趋利性执法司法专项监督"，依法持续加大涉企行政案件监督力度。 聚焦"四乱"、违规异地执法和趋利性执法、违法"查扣冻"企业财产、不当适用失信惩戒措施、生效裁判 确有错误侵害企业合法权益等涉企行政执法司法问题，靶向监督精准纠治。 严格落实督办案件指导责任，对2件最高检挂牌督办案件进行实地督办，并指导各地认真落实线索核查 要求，高质量完成案件线索核查任务。 围绕涉企信用体系建设、不动产查封等重点领域，推广浙江杭州、温州、江苏苏州等地检察机关大数据 法律监督模型，促进解决适用信用惩戒措施不当、删除失信信息不及时导致的企业信用评价受损、生产 经营困难等现实困境。 资 ...

Core Viewpoint - The A-share market is at a critical juncture, transitioning its operational logic with a focus on profit verification and systemic optimization by 2026, while investors should be cautious of "consensus traps" and prioritize long-term value over short-term trends [2][4][9]. Group 1: Market Consensus and Trends - Three core consensus in the current A-share market include the recovery of cyclical sectors, rapid development of new productive forces, and the increasing value of low-valuation high-dividend assets [4]. - Compared to mid-2025, the market's driving logic has shifted from policy expectations to performance verification, with a stronger emphasis on profitability and a more balanced approach to growth and valuation [4][5]. - The low-valuation high-dividend assets are gaining traction due to dual confirmations from policy and valuation support, leading to a noticeable acceleration in recovery [4][5]. Group 2: Investment Opportunities and Risks - The consensus around cyclical and new productive forces is supported by fundamentals, with sectors like non-ferrous metals and chemicals benefiting from supply-demand restructuring and policy support [5]. - Investors should approach these consensus with caution, focusing on the sustainability of profits and the timing of policy implementation, while being wary of short-term data improvements being misinterpreted as long-term trends [5][6]. - Identifying quality opportunities in low-valuation high-dividend assets and technology breakthroughs in new productive forces can help mitigate the risks associated with consensus traps [8]. Group 3: Structural Changes and Future Outlook - By 2026, the A-share market is expected to exhibit a more sustainable and systematic growth pattern, supported by proactive fiscal and monetary policies, as well as structural changes in the market [9][10]. - The market is transitioning from a liquidity-driven environment to one driven by profit improvement and valuation recovery, with a dual focus on high dividends and technology growth [10][11]. - The core drivers of stable development in 2026 will include technological self-reliance, industrial upgrades, and consumption expansion, supported by effective policy implementation [11][12]. Group 4: Technology Investment Logic - The investment logic in the technology sector has shifted from focusing on technical feasibility to validating commercial viability and profitability [14]. - Key areas such as AI, semiconductors, and high-end manufacturing are expected to gain market attention as they demonstrate real commercial applications and revenue generation [14][15]. - Investors should assess companies based on their technological barriers, commercialization capabilities, and financial health to identify those with genuine competitive advantages [15][16].

二是聚焦重点人群，持续加强特殊群体权益保障。为保障农民工依法享有诉权、有效行使诉权，2025年前11个月，全国检察机关共受理支持起 诉案件5.03万件，审查后支持起诉3.4万件；其中，支持农民工起诉2.3万件，占比67.6%。加大新就业形态劳动者保护力度，聚焦快递员、外卖 配送员等重点行业在劳动报酬、社会保障、算法规则等方面的突出问题集中办理一批高质效案件。 资料图 三是聚焦民生突出问题，助力解决群众急难愁盼。全国检察机关常态化开展虚假诉讼专项监督，推动完善虚假诉讼防范、发现和惩戒机制。民 间借贷、劳动争议、买卖合同等虚假诉讼高发领域案件数量逐渐减少，人民群众反映强烈的虚假诉讼高发态势在一定程度上得到遏制。聚焦民 生、国有财产保护、金融、营商环境等重点领域，办理一批严重危害司法秩序和经济秩序的虚假诉讼案件。 谈及持续深化"检护民生"专项行动的工作部署，蓝向东表示，全国检察机关要聚焦人民群众急难愁盼，加大工作力度，做好检察为民实事，努 力以检察"力度"提升民生"温度"，不断满足人民对美好生活的向往，让人民群众切实感受到公平正义就在身边，就在眼前。 21世纪经济报道记者王峰北京报道"中国式现代化，民生为大。"近日 ...

2月8日晚，花花（歌手华晨宇）在演唱会现场发布一则重磅消息： 此外，澄江市右所镇马房村的重要经营主体之一——玉溪环美山水文化旅游发展有限公司也对21城市观透露，可能会在春节后 对此事进行正式官宣。 华晨宇或寻求演唱会永久选址 华晨宇一直是华语歌坛的流量担当。他的每一场演出，都为所在地带来了巨大的文旅收入。 如2025年底，华晨宇的"火星乐园"演唱会在海口举行，该演唱会叠加Katy Perry的亚洲巡演，共吸引12.16万人次，带动综合经济 收入8.31亿元，海口市酒店入住率超77%，免税店销售额暴涨近四成。 2025年5月，华晨宇在佛山的三场演唱会吸引约12万乐迷，跨省观众占比57.7%，预计带动地区文旅商贸消费超6.8亿元。 "我们在一个四季如春的地方拿下了三块地，我们以前'乐园'是到一个城市、找一个地方、租一块地，'2.0'版本我们要在这里打 造专属于我们火星的家园，有吃有喝有玩，甚至还有我们温暖的房子。"华晨宇说。 消息一出，#华晨宇拿下三块地# 相关话题迅速冲上热搜。 尽管他当时并未直接说出具体地名，但放眼全国，能匹配"四季如春"的城市并不多。一个线索是，去年12月，一家名为"云南温 暖的房子文化旅游 ...

南财智讯2月9日电，ST中迪公告，公司董事会于2026年2月9日收到刘达勇先生提交的书面辞职报告， 其因公司实际控制人变更及个人发展考虑辞去公司总经理职务，辞职报告自送达董事会之日起生效。辞 职后，刘达勇先生不再担任公司其他任何职务。 ...

21世纪经济报道记者崔文静实习生张长荣 在AI投资热潮中，投资者应该如何识别真正具备核心竞争力的企业，避免陷入概念炒作？近日，北京 大学博雅特聘教授田轩在接受21世纪经济报道专访时，给出投资者专属"避坑指南"。 田轩表示，判断企业真实的核心竞争力，关键是穿透技术叙事，从技术壁垒、商业化能力、财务健康度 三大维度综合判定，三者缺一不可。比如技术壁垒的投入可从研发指标判断，即研发费用占比高且保持 稳定，技术壁垒的产出则体现在专利上；而财务健康度则要看经营性现金流持续为正且呈改善态势、应 收账款周转率高于行业均值，这也是区分企业有真实力还是单纯"讲故事"的核心标尺。 同时他提醒投资者，需要警惕企业存在的各类潜在问题，尤其是AI这类高科技企业，既要关注技术迭 代带来的行业性风险，也需警惕其客户集中度过高、营收高但利润低的经营问题。 此外，田轩还指出，投资者要规避被短期炒作AI概念的企业所误导。这类企业或许能凭借概念实现短 期业绩暴涨，但缺乏核心竞争力作为支撑，其增长终究不具备可持续性。 （文章来源：21世纪经济报道） ...

Group 1 - The core consensus in the A-share market includes the recovery of cyclical sectors, rapid development of new productive forces, and the increased value of low-valuation high-dividend asset allocation [1] - Cyclical sectors such as non-ferrous metals and chemicals, as well as midstream manufacturing sectors like machinery and building materials, benefit from supply-demand restructuring and policy support, becoming the main line for capital allocation [1] - Hard technology fields like semiconductors, high-end manufacturing, and AI computing power are recognized as long-term growth engines for new productive forces, continuously attracting market interest [1] Group 2 - Low-valuation high-dividend assets are gaining attention due to dual support from policies and capital, with long-term funds accelerating entry into the market since early 2026, reinforcing their valuation support [1] - Investors are advised to rationally assess the sustainability of profits in cyclical sectors, the warming demand trend, the timeliness of policy implementation, and industry prosperity turning points to avoid simplistic extrapolation of short-term data into long-term trends [2] - Within the new productive forces sector, significant differentiation exists, necessitating careful identification of companies' technological breakthroughs and commercialization capabilities, while being cautious of the disconnect between speculative concepts and performance realization [2]

Core Viewpoint - Tianyuan Pet announced the approval of a proposal to use part of its temporarily idle raised funds for cash management, with a maximum amount not exceeding RMB 600 million [1] Group 1: Fund Management - The company plans to invest in cash management products that are highly secure, have good liquidity, and are principal-protected, with investment periods not exceeding 12 months [1] - The approved amount for cash management is valid for 12 months from the date of the board's approval, and the purchased investment products must also have a duration of no more than 12 months [1] - The use of these funds will not affect the progress of the investment projects funded by the raised capital or the company's normal production and operations [1]