消息面上，据珠免集团消息，2月8日，珠海免税拱北口岸进境免税店苹果Apple专区正式启幕。这不仅 标志着苹果首次进驻中国口岸进境免税渠道，也标志着智能电子产品首次正式进入口岸进境免税销售场 景。这是财政部等五部门发布《关于完善免税店政策支持提振消费的通知》后，全国首个实现智能电子 产品落地开业的口岸进境免税项目。 兴业证券：当前免税板块基本面筑底回升确认，未来仍存政策利好催化，建议持续予以关注中国中免、 珠免集团。 南方财经2月9日电，免税概念持续活跃，珠免集团涨停，中国中免涨超5%，海南发展、海峡股份等跟 涨。 ...

Group 1: Technology Industry Developments - Tencent's WeChat has allowed the copying of the red envelope codes for Alibaba's Qianwen app and Tencent's Yuanbao, after previously banning them [2] - OpenClaw has gained significant attention, with investor and entrepreneur Wang Huiwen inviting teams interested in this area to seek funding [3] - Alphabet's Gemini application has surpassed 750 million monthly active users, with a capital expenditure target for 2026 raised to $185 billion, focusing on AI data centers and infrastructure [4] Group 2: Corporate Announcements and Financials - Meitu announced a projected net profit growth of 60% to 66% for the fiscal year 2025 compared to 2024 [8] - ZhuiMi's CEO revealed that the total year-end bonus pool will reach approximately $1 billion, with the highest individual bonuses potentially reaching 20 months' salary [7] Group 3: Product Launches and Innovations - OpenAI's first hardware, named Dime, is expected to be released this year, focusing on a simpler AI audio headset rather than a complex device [9] - Qingtian Rental launched a 999 yuan experience plan for various robots, making advanced robotics accessible to consumers [10] Group 4: Space Exploration and Recruitment - Elon Musk emphasized the need for a large-scale return to the Moon, with SpaceX actively recruiting engineers for AI satellite and space data center development [5] - Musk also revealed that Apple had aggressively recruited Tesla engineers for its now-canceled electric vehicle project, with over 300 employees poached by 2019 [6]

Core Viewpoint - Shanghai Aiyu New Energy Co., Ltd. has signed a patent licensing agreement with Maxeon Solar Pte. Ltd., acquiring all BC battery and component patents outside the U.S. for the next five years, with a total licensing fee of RMB 1.65 billion [3][4]. Group 1: Patent Licensing Agreement - The agreement allows Aiyu to obtain past and future patents from Maxeon, excluding reverse licensing [3][4]. - The total licensing fee is RMB 1.65 billion, to be paid in installments over five years, with the first-year fee set at RMB 250 million [3][4]. - Both parties have agreed to withdraw or terminate all ongoing or pending legal proceedings related to the licensed patents and products [3][4]. Group 2: Market Impact - Following the announcement, the A-share photovoltaic sector experienced a surge, with multiple companies, including Aiyu and TCL Zhonghuan, hitting the daily limit [4]. - The licensing agreement is seen as a resolution to previous patent disputes between Aiyu and Maxeon, which had involved litigation in Europe [5][6]. Group 3: Industry Context - Patent disputes are common in the photovoltaic industry, with many leading companies involved in such conflicts [7]. - Aiyu anticipates that the licensing fees will be covered by projected sales exceeding 165 GW over the next five years, with an average cost of less than 1 cent per watt for the licensing [7]. - The focus on intellectual property rights is becoming a consensus in the photovoltaic industry, with calls for enhanced protection and risk management [8].

Core Insights - Didi is launching various promotional activities and subsidies to support travel during the Spring Festival and Spring Transportation period, including discounts on rides and driver incentives [1][2][3] Group 1: Travel Demand and Promotions - Didi predicts a 45% increase in intercity ride-hailing demand before the Spring Festival compared to the pre-Spring Transportation period [1] - Demand for rides to major transportation hubs like airports and train stations is expected to rise by 40% [1] - Specific increases in demand include a 67% rise for beauty and hair services and a 49% rise for shopping [1] - Didi is offering discounts of up to 60% in over 100 cities starting February 6, with limited-time coupons available for users [2] Group 2: Driver Support and Incentives - Didi plans to distribute 1.1 billion yuan in driver subsidies during the Spring Festival, encouraging drivers to provide quality service [3] - From February 10 to 24, drivers can access various subsidies, including a low-cost commission-free card and a maximum 25% increase in earnings through a revenue acceleration card [3] - Additional incentives include daily rewards for completing specific orders, with potential earnings of up to 140 yuan per day [3] Group 3: Driver Appreciation Initiatives - Didi is hosting "Spring Festival Family Banquets" for drivers in cities like Fuzhou and Shanghai, distributing over 140,000 gift boxes to show appreciation [4] Group 4: Enhanced Travel Experience - Didi has introduced features like "Fare Guardian" and "Trip Guardian" to ensure a smooth travel experience, including fare compensation and priority ride requests [6] - The company is enhancing its real-time guidance features at airports and train stations to facilitate easier pick-up for users [6] - Didi is forming a Spring Transportation support fleet to increase capacity during peak travel times [6]

Core Viewpoint - The strategic collaboration between Innovent Biologics and Eli Lilly aims to advance global research and development of innovative drugs in oncology and immunology, with Innovent leading the development in China and retaining rights in the Greater China region while granting Eli Lilly exclusive rights outside this area [1][3]. Group 1: Collaboration Details - Innovent Biologics will receive an upfront payment of $350 million and is eligible for up to $8.5 billion in milestone payments related to research, regulatory, and commercialization achievements [1]. - The collaboration structure is designed to accelerate Innovent's global development pipeline, marking a new model for cooperation in the industry [1]. - This partnership is the seventh collaboration between Innovent and Eli Lilly, highlighting a long-standing relationship that has included significant financial and developmental support [5]. Group 2: Financial Impact - Following the announcement of the collaboration, Innovent's stock surged nearly 7%, reaching HKD 85 per share, with a market capitalization of HKD 147.6 billion [1]. - Innovent's revenue for 2025 is projected to reach approximately CNY 11.9 billion, a 45% increase year-on-year, marking the first time product revenue exceeds CNY 10 billion [10]. - The company aims to achieve CNY 20 billion in product revenue by 2027 and plans to advance five core pipelines into global Phase III clinical trials by 2030 [10]. Group 3: Market Position and Future Outlook - The collaboration reflects a broader trend where multinational pharmaceutical companies are increasingly recognizing the value of Chinese innovative drug assets, shifting from high-risk acquisitions to strategic partnerships [3]. - Innovent's growth strategy includes reducing reliance on external collaborations while enhancing its own research and development capabilities [13]. - The company is positioned to leverage its partnerships to enhance its competitive edge in the global market, as evidenced by its recent collaborations and product approvals [12][13].

春节将近，春节档作为全年流量最大、竞争最激烈的黄金档期，一直是头部影视公司推出年度重磅影片的必争之地。值得关注 的是，2026年春节档长达9天，创下史上最长春节档纪录。 今年一共有8部电影定档春节档，影片题材丰富，涵盖喜剧、谍战、犯罪、动画、奇幻、家庭、纪录片等类型。还有沈腾、易烊 千玺、王鹤棣等知名演员扎堆加盟。 据猫眼专业版上映日历，除了纪录片《重返.狼群》于2月19日重映，黄子华、郑秀文等港星主演的喜剧电影《夜王》于2月20日 在两广(广东、广西)地区限定上映外，其他6部影片均定档大年初一(2月17日)上映。 8部影片云集春节档《惊蛰无声》想看人数暂列第一 据灯塔专业版数据，目前《惊蛰无声》想看人数暂列第一，与《飞驰人生3》《镖人：风起大漠》构成这个春节档的头部主力阵 营，《熊出没.年年有熊》《星河入梦》及《熊猫计划之部落奇遇记》则各守类型基本盘。 灯塔专业版6日发布的《2026年春节档前瞻》显示，《惊蛰无声》年轻及女性观众"想看"占比突出；《镖人：风起大漠》更吸引 男性观众；《熊出没.年年有熊》三四线城市"想看"占比断层领先；《飞驰人生3》和《熊猫计划之部落奇遇记》则分别是25至29 岁和40岁以上观 ...

春节将近，春节档作为全年流量最大、竞争最激烈的黄金档期，一直是头部影视公司推出年度重磅影片的必争之地。值得关注 的是，2026年春节档长达9天，创下史上最长春节档纪录。 今年一共有8部电影定档春节档，影片题材丰富，涵盖喜剧、谍战、犯罪、动画、奇幻、家庭、纪录片等类型。还有沈腾、易烊 千玺、王鹤棣等知名演员扎堆加盟。 春节档是一年中最重要的档期之一，灯塔专业版分析称，中国影史单日票房TOP5中，有4次出现在大年初一。业内专家指出， 近年来，春节档的马太效应将愈加明显，头部影片预计将贡献超过70%的票房。 据猫眼专业版上映日历，除了纪录片《重返·狼群》于2月19日重映，黄子华、郑秀文等港星主演的喜剧电影《夜王》于2月20日 在两广（广东、广西）地区限定上映外，其他6部影片均定档大年初一（2月17日）上映。 8部影片云集春节档 《惊蛰无声》想看人数暂列第一 据灯塔专业版数据，目前《惊蛰无声》想看人数暂列第一，与《飞驰人生3》《镖人：风起大漠》构成这个春节档的头部主力阵 营，《熊出没·年年有熊》《星河入梦》及《熊猫计划之部落奇遇记》则各守类型基本盘。 灯塔专业版6日发布的《2026年春节档前瞻》显示，《惊蛰无声》年轻 ...

诺和诺德全球高级副总裁兼大中国区总裁周霞萍表示："诺易特®上市并纳入医保，是诺和诺德深耕中 国罕见病领域的重要成果。从诺其®、诺易®到诺易特®，诺和诺德将持续为中国血友病患者提供优质 方案，逐步提高患者的药物可及性，不断完善患者服务体系，助力'健康中国2030'目标实现。" （文章来源：21世纪经济报道） 自2019年在美国获批上市以来，诺易特®在全球积累了丰富的预防和治疗出血的疗效和安全性数据。在 中国血友病A患者中进行的多中心试验Pathfinder105 结果显示，诺易特®接受预防治疗的患者中位年化 近日，全球领先的生物制药公司诺和诺德宣布，注射用培妥罗凝血素α（商品名：诺易特®）在中国大 陆正式上市。诺易特®是我国首个且目前唯一*获批的长效重组凝血因子Ⅷ，且已成功被新版国家医保 目录新增纳入。诺易特®在中国大陆市场的全面上市填补了血友病A长效治疗的空白，进一步提升了患 者用药的可及性，将中国血友病A患者带入全新治疗阶段。 出血率（ABR）为0.00，零出血患者比例高达69.4%，治疗出血的止血成功率为94.8%，为中国血友病A 患者提供高效便捷的治疗选择。 诺易特®适用于12岁及以上血友病A（先天性凝 ...

Market Performance - A-shares opened high and continued to rise, with the Shanghai Composite Index up 1.17%, the Shenzhen Component Index up 2.07%, and the ChiNext Index up 3.11% as of midday [1][4] - The total trading volume in the Shanghai and Shenzhen markets reached 1.5 trillion yuan, with over 4,400 stocks rising [1] Sector Highlights - The computing hardware industry chain experienced a significant surge, with CPO and storage sectors leading the gains [2] - The photovoltaic industry chain showed strong performance, with multiple stocks hitting the daily limit, including GCL-Poly Energy (002506) with four consecutive limits and Shuangliang Eco-Energy (600481) with three limits in five days [2] - AI applications and semiconductor sectors also saw notable increases, driven by breakthroughs in multimodal AI technology, particularly the launch of ByteDance's video generation model Seedance 2.0 [2][3] Stock Performance - Notable stock performances included Tianfu Communication (300394) and Guangku Technology (300620), both hitting the daily limit with a 20% increase [3] - Other significant gainers included Taicheng Light (140.41, up 16.27%), Shijia Photon (89.06, up 13.24%), and Changxin Bochuang (171.72, up 11.72%) [3] Precious Metals - Guotou Silver LOF rebounded after hitting the limit down, with a peak increase of over 8% before settling at over 6% [6] - Internationally, spot gold and silver prices rose sharply, with gold surpassing $5,040 per ounce and silver approaching $81 per ounce, reflecting a strong upward trend in precious metals [6]

近日，全球领先的生物制药公司诺和诺德宣布，注射用培妥罗凝血素α(商品名：诺易特)在中国大陆正 式上市。诺易特是我国首个且目前唯一*获批的长效重组凝血因子Ⅷ，且已成功被新版国家医保目录新 增纳入。诺易特在中国大陆市场的全面上市填补了血友病A长效治疗的空白，进一步提升了患者用药的 可及性，将中国血友病A患者带入全新治疗阶段。 血友病是一种X染色体连锁的隐性遗传性出血性疾病，可分为血友病A和血友病B两种。其中，血友病A 为凝血因子Ⅷ(FⅧ)缺乏，其患者约占所有血友病患者中的80%-85%，需终生用药，如不及时治疗，会 导致残疾，严重时甚至危及生命。随着治疗手段的不断进步，研究显示越来越多患者期待长效凝血因子 降低注射次数。 自2019年在美国获批上市以来，诺易特在全球积累了丰富的预防和治疗出血的疗效和安全性数据。在中 国血友病A患者中进行的多中心试验Pathfinder105结果显示，诺易特接受预防治疗的患者中位年化出血 率(ABR)为0.00，零出血患者比例高达69.4%，治疗出血的止血成功率为94.8%，为中国血友病A患者提 供高效便捷的治疗选择。 诺易特适用于12岁及以上血友病A(先天性凝血因子Ⅷ缺乏)患者， ...