（原标题：今日看点｜1月70城房价数据将发布） 2月13日重点关注的财经要闻与资本市场大事： 1、1月70城房价数据将发布 2月13日，国家统计局将发布2026年1月份70个大中城市商品住宅销售价格变动情况。 2、3.63亿元市值限售股今日解禁 2月13日，共有3家公司限售股解禁，合计解禁量为654.82万股，按最新收盘价计算，合计解禁市值为3.63亿元。 从解禁量来看，中控技术、南京商旅、合肥高科解禁股数分别为397.74万股、219.75万股、37.33万股。从解禁市值来看，中控技术、南京商旅、 合肥高科解禁市值分别为3.33亿元、2450.24万元、559.98万元。 3、9家公司披露回购进展 近五日涨跌: 2.99% 市盈率: 61.23倍 2月13日，9家公司共发布9个股票回购相关进展。其中，1家公司股东提议回购公司股份，4家公司首次披露股票回购预案，1家公司回购方案获股 东大会通过，3家公司披露股票回购实施进展。 从股东提议回购方案来看，衢州发展股东提议回购不超2.0亿元。从首次披露回购预案来看，申科股份、ST联创、钱江摩托回购预案金额最高，分 别拟回购不超8000.0万元、193.71万元、75 ...

马上过年了，孩子们最期待的环节，莫过于收到长辈给的红包。 但过年给孩子发红包，从来不是 "给钱就好"，里面藏着太多人情世故和分寸感。 （原标题：过年，给孩子红包要注意，牢记"4不要"，免得给了钱还得罪人） 处理不当，却可能引发误会，甚至伤了亲戚间的和气。 今天就和大家聊聊，过年给孩子红包的注意事项，一定要牢记这 "4 不要"，免得给了钱还得罪了人。 01 不要避开父母给 过年走亲戚，总有人心疼孩子，想起自己小时候红包被父母没收的委屈，就偷偷给孩子塞红包。 以为这是为孩子好，但最后大概率会讨好了孩子，得罪了孩子父母，造成亲戚误会。 曾看到一位网友吐槽说，她去年把红包直接给了侄子，倒不是刻意避开孩子父母，当时孩子给她拜年她 就直接把红包给了孩子，她父母在和别的亲戚说话，可能也没注意到。 结果没几天她就听到闲言碎语，说她抠搜，孩子父母也对她爱答不理。 后来她才知道，这孩子把红包私藏，没告诉父母，把钱都充值游戏上了。 因这红包的事，自己还被孩子的父母埋怨，过了个糟心的年。 她最后提醒大家，一定要留个心眼，一定要当着父母的面给红包。 此外，如果孩子年龄小，父母不知道，孩子自己拿着红包还可能丢失，被哄骗或冲动消费，造成不 ...

（原标题：春节京城看展：跃马扬鞭——马年新春文化展） "跃马扬鞭——马年新春文化展"于2026年1月30日在中国国家博物馆北8展厅开展，在甘肃省博物馆等6 家文博机构支持下，汇集与马相关的珍贵文物120余件/套，并被列入北京市文化和旅游局发布的"春节 必打卡10大榜单"。 展期：2026年1月30日对公众开放，展期为3个月 展览以中国国家博物馆馆藏为基础，通过"良驹伴文明""车马昭礼制""鞍辔有工巧""蹄声通万里""神骏绘 流年"五个单元，系统呈现马在中华文明长卷中的千姿百态，展览持续3个月。 地点：中国国家博物馆 北8展厅 ...

Core Viewpoint - The company Deep Blue Aerospace is set to execute the first orbital flight mission of its "Yunxing-1" rocket after the 2026 Spring Festival, combining high-risk tasks of launch and recovery to complete a technical closed loop [2][3]. Group 1: Technical Objectives and Achievements - The mission aims to validate the rocket's launch and the vertical recovery of its first stage, which is considered a necessary step in engineering despite being perceived as aggressive [3]. - Prior to this mission, the company conducted several vertical takeoff and landing (VTVL) flight tests, accumulating hundreds of seconds of flight data to verify the deep throttling capability of its liquid oxygen-kerosene engine and the navigation accuracy of its control algorithms during landing [3]. - The company has developed a 130-ton liquid oxygen-kerosene engine, "Thunder-RS," which features over 85% of its core components manufactured using metal 3D printing technology [4]. Group 2: Manufacturing Innovations - The adoption of 3D printing technology aims to address manufacturing consistency issues and significantly reduce costs, enhancing the engine's structural reliability under high-frequency reuse conditions [5]. - The "Thunder-RS" engine is designed with a thrust adjustment capability of 50% to 110%, which is crucial for precise control of descent speed and achieving soft landings [5]. - The core value of reusable rockets lies in reducing the cost of space access, with estimates suggesting that reusing the first stage could lower the cost per launch by 60% to 70% compared to single-use models [5]. Group 3: Strategic Focus and Market Positioning - In 2026, the company's focus will shift from technical breakthroughs to system operations, aiming for high-frequency, reliable launches and establishing standardized, rapid reuse processes [6]. - The company has a tiered product strategy, with "Yunxing-1" targeting the customized launch market for small and medium-sized satellites, while the upcoming "Yunxing-2" aims to serve the 18-ton market for large-scale satellite constellations [6]. - The company recognizes the critical transition period for China's commercial space sector, emphasizing the need to enhance engineering integration capabilities and gain experience in high-frequency flight iterations to compete with global leaders like SpaceX [6]. Group 4: Long-term Goals - The long-term objective of Deep Blue Aerospace is to become a provider of regular, low-cost space transportation services, focusing on practical engineering innovations rather than conceptual innovations [7].

Core Viewpoint - Poly Developments Holdings Group Co., Ltd. has received an inquiry letter from the Shanghai Stock Exchange regarding its application for issuing convertible bonds to specific investors, indicating the need for further clarification on the issuance plan, financial data, and compliance matters [1] Group 1 - The inquiry letter is part of the review process for the company's application to issue convertible bonds, requiring detailed responses to the raised questions [1] - Poly Developments has organized intermediaries, including sponsors and law firms, to verify and address the issues outlined in the inquiry letter [1] - The company has disclosed a response document along with supplementary and revised application materials, focusing on key aspects such as issuance scale, use of funds, risk disclosures, and financial data to ensure completeness and accuracy of information [1] Group 2 - The issuance of convertible bonds is subject to further procedures, including approval from the Shanghai Stock Exchange and registration consent from the China Securities Regulatory Commission, which introduces uncertainty regarding the final outcome and specific implementation timeline [1] - The company has committed to adhering to regulatory requirements and fulfilling information disclosure obligations to protect investors' rights to information [1]

Core Insights - The article discusses how AI is transforming the shopping experience, making it smoother and more personalized while creating new growth opportunities for businesses [1] Group 1: AI-Driven Shopping Experience - The traditional dilemma of choosing between speed and thorough research in shopping is diminishing due to advancements in AI [1] - Google aims to enhance the connection between brands and creators on platforms like YouTube, allowing for a more direct conversion of influence into measurable business outcomes [2] - The role of advertising is being redefined, with AI enabling a more conversational and exploratory search experience [4] Group 2: New Advertising Formats - New advertising formats are being tested, including "sponsored content" that integrates seamlessly into conversations and provides direct retail information [5] - The "Direct Offers" feature allows brands to present personalized discounts at critical decision-making moments without altering regular prices [5] Group 3: Agentic Commerce - "Agentic Commerce" is set to become a reality in 2026, focusing on reducing friction in the shopping process and enhancing consumer enjoyment [6] - Google has introduced the Agent Payments Protocol (AP2) and Universal Commerce Protocol (UCP) to establish standards for interactions between AI agents and businesses [7] Group 4: Gemini 3 and AI Capabilities - Google has launched Gemini 3, its most advanced model, which significantly enhances advertising capabilities without requiring additional adjustments from advertisers [8] - The use of Gemini-generated creative materials has tripled year-over-year, indicating a substantial increase in efficiency for advertisers [8] Group 5: Trust in AI - Trust remains a foundational element in the AI-driven commercial landscape, with Google emphasizing data privacy and security as core principles [9] - The competition in 2026 will not only revolve around technology but also on understanding consumers better, transforming shopping into an enjoyable and exploratory journey [9]

Core Insights - The global energy storage battery market is experiencing explosive growth, with Chinese companies maintaining a dominant position and significant reshuffling occurring among industry players [1][2][3] Group 1: Market Growth and Trends - By 2025, global energy storage battery shipments are projected to reach 651.5 GWh, representing a year-on-year increase of 76.2%, with Chinese companies accounting for 614.7 GWh, or 94.4% of the total [1] - The top 10 companies in the energy storage battery market for 2025 will be entirely composed of Chinese firms, further increasing their global market share [1] - The market is characterized by a stable top tier and intensified competition among mid-tier companies, with the total market share of the top ten Chinese energy storage lithium battery companies decreasing slightly from 95% in 2024 to 90% in 2025, indicating enhanced market vitality [3] Group 2: Company Rankings and Dynamics - The top four companies—CATL, EVE Energy, Xiamen Hicharge, and BYD—remain unchanged, continuing to capture core market shares [2] - Significant changes in rankings include Ruipu Lanjun rising from seventh to fifth place, while Hubei Chuangneng and Penghui Energy entered the top ten, replacing Samsung SDI and LGES [2][3] Group 3: Technological Advancements - The industrialization process of large-capacity energy storage batteries is accelerating, with ongoing technological breakthroughs leading to reduced energy storage costs, laying the foundation for large-scale development [4] Group 4: Future Outlook - The global energy storage battery market is expected to enter a phase of high-quality development by 2026, with competition logic evolving and core competencies shifting towards technological innovation, capacity layout, and market expansion [5] - The reshuffling of the 2025 top ten list reflects the inevitable evolution of the industry and the strengthening competitiveness of Chinese energy storage battery companies [5]

Core Viewpoint - Guangji Pharmaceutical (000952.SZ) has proposed a private placement plan to raise up to 600 million yuan, seeking support from its controlling shareholder, Changjiang Industrial Investment Group, amid a projected loss of 399 million to 518 million yuan for 2025 [1][5]. Group 1: Private Placement Details - The private placement will involve a cash subscription by Changjiang Industrial Group, which holds 25.26% of Guangji Pharmaceutical's shares [2]. - The issuance price is set at 6.32 yuan per share, not lower than 80% of the average trading price over the previous 20 trading days [2]. - The number of shares to be issued will not exceed 94,936,708, representing up to 30% of the company's total shares prior to the issuance [2]. Group 2: Company Background and Market Context - Guangji Pharmaceutical specializes in Vitamin B2, B6, and pharmaceutical formulations, being a major global supplier of Vitamin B2, with applications in pharmaceuticals, feed additives, and food additives [3]. - The company has faced continuous net profit losses for three years, with losses increasing from 140 million yuan in 2023 to an expected 399 million to 518 million yuan in 2025, primarily due to low market prices for Vitamin B2 [5][6]. - The demand for vitamins is expected to rise due to improving living standards and health awareness, supported by government policies promoting high-quality vitamin production [3]. Group 3: Financial Health and Future Outlook - As of September 30, 2025, the company's debt-to-asset ratio was 62.67%, indicating high debt financing costs [4]. - The company has been experiencing operational losses due to low production line utilization and declining product prices, leading to asset impairment [6][7]. - Market analysts predict a mild growth phase for Vitamin B2 starting in 2026, with potential stabilization of prices and improved production efficiency due to technological upgrades [7].

Core Insights - The 2026 Spring Festival marks a significant turning point in the history of Chinese internet, transitioning from "searching for information" to "AI delivering services" [2] - The rapid adoption of the "Qianwen Help Me" feature indicates a shift in user behavior towards a more intuitive, AI-driven service model [6] User Behavior and Adoption - Users have made 41 billion requests to "Qianwen Help Me" in just six days, with AI completing over 120 million orders across various services [2][5] - Nearly half of the AI orders originated from county-level cities, highlighting the growing accessibility of AI technology to ordinary people [5] - The app has achieved 73.52 million daily active users within three months, positioning it as a leader in the domestic AI application market [6] AI as a Tool for Everyday Life - The ability of AI to assist in practical tasks, such as ordering food or booking travel, signifies its evolution from a novelty to a necessary tool in daily life [7] - The integration of AI into consumer behavior reflects a broader transformation in the commercial ecosystem driven by AI technology [9] Economic Impact and Consumer Engagement - The AI-driven service model has generated significant consumer activity, with over 1,000 tons of eggs and thousands of fitness equipment and books ordered through AI in just six days [10] - The rapid success of the Qianwen app is attributed to Alibaba's extensive experience and resources in e-commerce and service delivery [10] Technological Infrastructure - Alibaba's comprehensive AI capabilities, including proprietary chips and cloud services, provide a robust foundation for the Qianwen app's functionality [12] - The app's ability to connect AI with real-world services demonstrates a competitive advantage that is difficult for other AI companies to replicate [12] Strategic Vision - Alibaba's AI strategy emphasizes both technological advancement and practical applications, aiming to enhance everyday life for users [13] - The 1.2 billion orders reflect consumer trust in AI, indicating a shift in competitive dynamics where operational efficiency is as crucial as technological intelligence [14]

Core Insights - Didi is launching a promotional campaign for its overseas ride-hailing service to cater to Chinese families traveling abroad during the Spring Festival, offering discounts and convenient services [2][3]. Group 1: Promotional Offers - New users of Didi's overseas service can enjoy a 90% discount on their first ride, with a maximum deduction of 60 RMB per order, while existing users can receive a 50% discount [3]. - The promotional campaign is valid until February 24 and covers countries such as South Korea, Thailand, Singapore, and the Philippines, with varying discount rates in different regions [3][12]. Group 2: Service Coverage - Didi's overseas service is currently available in 12 countries and over 1,000 cities, including popular destinations like Seoul, Bangkok, Kuala Lumpur, and Sydney [5][12]. - The app allows seamless switching between domestic and international ride-hailing services without the need for additional downloads or account registrations [5]. Group 3: User Experience Enhancements - The Didi app features a Chinese interface, real-time translation for communication with drivers, and 24/7 Chinese customer service to assist users during their travels [8][10]. - Payment methods include popular Chinese options like Alipay and WeChat Pay, with automatic currency conversion and clear cost breakdowns, making the process user-friendly [10][12]. Group 4: Additional Services - Didi offers charter services in 11 countries, allowing for flexible itinerary planning with transparent pricing and communication facilitated by Chinese-speaking drivers [12]. - The international business has expanded to 14 additional countries, including Mexico and Brazil, where local users can access ride services through the DiDi Rider app [12].