2月10日，阅文集团（以下简称"阅文"）发布盈利预警公告。公告称，因计提新丽传媒（以下简称"新 丽"）18亿元商誉减值，将造成阅文2025年亏损7.5亿元至8.5亿元。同时因新丽利润减少，2025年阅文扣 非利润将下降至8亿元至9亿元。 公告显示，近年来，观众对长剧和电影行业高品质内容的期待日益上升，同时2025年短剧凭借碎片化的 观看习惯与快速迭代的生产特点持续高速增长，并对长剧和电影内容制作生态产生显著影响。面对这一 新的变化，新丽始终坚守头部内容创作者定位，坚定不移地投入高品质精品视频内容制作。与此同时， 新丽在生产策略上做出更为谨慎的调整，有意控制创作节奏，以期通过更充分的打磨来提升内容质量。 该举措可能延长剧本孵化、前期筹备、拍摄、后期制作等环节的周期，从而可能对新丽的利润预期产生 重大影响。考虑到这些变化，阅文对新丽的商誉进行了减值测试并计提减值拨备，本次减值后，新丽的 商誉已全额减值。因此，不再存在需对新丽商誉进行进一步计提减值的金额。 本报讯 从战略角度来看，在信息碎片化时代，精品长视频内容所构建的IP价值与情感沉淀，形成了独特的核心 壁垒，对阅文IP生态至关重要。阅文希望新丽继续发挥其核心价 ...

Group 1 - Macquarie initiated coverage on WeRide (WRD.US, 0800.HK) with an "Outperform" rating, setting target prices of HKD 46 for Hong Kong shares and USD 17.5 for U.S. shares [1] - WeRide's advantage in building a scalable global autonomous driving service network is attributed to its diversified L4 product matrix and strategic partnerships [1] - The future winners in the autonomous taxi sector will depend on establishing network effects with first-mover advantages and validating scalable profit models, which aligns with WeRide's strategy of rapid overseas market expansion [1] Group 2 - WeRide's asset-light model significantly reduces capital expenditure requirements, accelerates market entry, and enhances capital efficiency, allowing for quicker profitability without increasing balance sheet burdens [1] - While autonomous taxis are expected to grow the fastest, other L4 vehicle models are also crucial for WeRide to establish regulatory trust in overseas markets, creating synergies that help overcome regulatory barriers [1] - As of January 12, 2026, WeRide's global Robotaxi fleet reached 1,023 vehicles, with operations in over 10 major cities, including commercial operations of fully autonomous Robotaxis in Guangzhou, Beijing, and Abu Dhabi [2]

Core Viewpoint - GlaxoSmithKline (GSK) has announced that the China National Medical Products Administration (NMPA) has accepted its application for the marketing of a recombinant respiratory syncytial virus (RSV) vaccine, aimed at preventing lower respiratory tract diseases caused by RSV in adults aged 60 and above [1] Group 1: Vaccine Approval and Market Potential - The RSV vaccine, if approved, will be the first in China to help adults aged 60 and above prevent the severe consequences of RSV [1] - The vaccine has already been approved in over 65 countries for the prevention of lower respiratory tract diseases caused by RSV in the same age group [1] Group 2: Disease Impact and Statistics - RSV is a common and contagious virus that can lead to lung and respiratory infections, affecting approximately 64 million people globally each year [1] - In China, over 6 million individuals aged 60 and above are affected by RSV annually, resulting in more than 350,000 related hospitalizations [1]

本报记者贾丽 2月10日，北京人形机器人创新中心有限公司（以下简称"北京人形"）正式对外发布新一代通用机器人 平台具身天工3.0。 作为行业首个实现触物交互式全身高动态运动控制的全尺寸人形机器人，具身天工3.0依托自研的"慧思 开物"通用具身智能平台，在本体稳定性、运动控制、具身大小脑（机器人的决策"大脑"与运动控制"小 脑"）协同以及全自主作业等方面实现跨越式提升。 "具身天工3.0可以快速适配特种作业、工业制造、商用服务等多元场景需求，并提供更为开放的平台， 可以让开发者根据自身场景需求开展定制化二次开发，显著降低开发门槛、缩短开发周期。这些突破不 仅意味着我国在具身智能领域的技术底座进一步夯实，还为全球人形机器人进入更垂直领域以及产业的 规模化应用按下'加速键'。"中国机器人CR教育培训标准委员会委员魏国红向《证券日报》记者表示。 直击行业痛点实现技术跃迁 中国人工智能学会理事汪镭在接受《证券日报》记者采访时表示："具身天工3.0的推出，意味着人形机 器人逐步具备更多进入工业生产、商业服务及家庭场景的实战能力，为产业生态的规模化中国化落地注 入核心动能。" 群雄逐鹿下生态进化提速 在技术突破的同时，人形 ...

Core Viewpoint - Ping An Property & Casualty Insurance has launched the "2026 Wan Jia Deng Huo Ping An Xing" Spring Festival risk reduction initiative, focusing on proactive risk management during the Spring Festival travel season, marking a significant upgrade from its previous 15 years of Spring Festival safety activities [1][2] Group 1: Initiative Overview - The initiative is part of Ping An's "Guardian of Safety" campaign, aiming to reduce risks associated with road safety during the Spring Festival travel period [1] - The action leverages historical claims data to identify high-risk areas and implement targeted risk reduction services [1] Group 2: Implementation Strategy - The program focuses on provinces with historically high average daily claims during the Spring Festival, including Sichuan, Anhui, Henan, and Hunan, while also being implemented in Shandong, Hubei, Gansu, and Guangxi [1] - A risk reduction model combining data analysis, police-enterprise collaboration, and localized strategies is employed, including smart alerts and human services tailored to different traffic conditions [1] Group 3: Service Offerings - The initiative includes a network of service stations, smart intersection alerts, and rural road improvements to ensure comprehensive safety measures [1] - Ping An has provided various supportive services over the past 15 years, such as accident quick processing, claims consultation, travel assistance, safety checks, tire changes, and supply provisions at key locations [2]

据介绍，金华项目备案建设规模为交流侧600兆瓦，实际建设规模为直流侧710兆瓦、交流侧600兆瓦， 于2025年5月25日并网；预计年平均上网电量约7.48亿度，年均营业收入2.37亿元，年均利润总额 8686.45万元，全投资内部收益率（所得税后）为6.41%，资本金财务内部收益率为17.69%，投资回收期 （所得税后）为12.42年。 太阳能表示，2026年为公司"十五五"规划开局之年，金华项目是公司收购的单体装机规模最大的项目。 通过收购金华风凌100%股权，该公司可获取金华风凌所持优质光伏发电资产，能快速扩大公司装机规 模并带来新的收益，提升公司在太阳能光伏发电行业内的地位和影响力，具有战略意义。 （文章来源：证券日报） 本报讯 （记者冯雨瑶） 2月10日晚间，中节能太阳能股份有限公司（以下简称"太阳能"）发布公告称，为提高公司收益，增加 公司在太阳能光伏发电领域的市场占有率，公司下属全资子公司中节能太阳能科技有限公司（简称"太 阳能科技公司"）收购杭州风凌电力科技有限公司持有的金华风凌新能源开发有限公司（简称"金华风 凌"）100%股权，收购价格为5.27亿元。 公告显示，金华风凌注册资本为5.4亿 ...

Group 1 - The core point of the article is that Oppein Home Group has been recognized as a "National Green Factory" by the Ministry of Industry and Information Technology, highlighting its commitment to sustainable development and alignment with China's dual carbon strategy [2] - The "National Green Factory" designation represents the highest level of green standards in China's manufacturing industry, focusing on facilities, energy consumption, resources, emissions, and management [2] - The selection process for the green factory designation involved local recommendations and expert evaluations, aiming to identify benchmark enterprises for industrial green development [2] Group 2 - Oppein Home Group's recognition as a green factory complements its existing accolades, including "National Industrial Design Center," "National Service-oriented Manufacturing Demonstration Enterprise," and "2025 China Consumer Brand," creating a comprehensive sustainable development blueprint [2] - The company emphasizes that high-quality development can coexist with green and low-carbon initiatives, ultimately enhancing the quality of life for millions of families [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 债券简称：姚记转债 债券代码：127104 受托管理人 （住所：北京市朝阳区安立路66号4号楼） 二〇二六年二月 重要声明 3、票面金额和发行价格 （二） 债券主要条款 1、本次发行证券的种类 本报告依据《公司债券发行与交易管理办法》《公司债券受托管理人执业行为准则》《可转换公司债券 管理办法》《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第1号——主板 上市公司规范运作》《深圳证券交易所上市公司自律监管指引第15号——可转换公司债券》《上海姚记 科技股份有限公司向不特定对象发行可转换公司债券之受托管理协议》（以下简称"《受托管理协 议》"）及其它相关信息披露文件以及上海姚记科技股份有限公司（以下简称"发行人"、"姚记科 技"或"公司"）出具的相关说明文件和提供的相关资料等，由受托管理人中信建投证券股份有限公司 （以下简称"中信建投证券"或"受托管理人"）编制。中信建投证券编制本报告的内容及信息均来源于上 海姚记科技股份有限公司提供的资料或说明。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关事宜作出独立判断，而不应 将 ...

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：003011 证券简称：海象新材 公告编号：2026-015 浙江海象新材料股份有限公司（以下简称"公司"）于2026年1月27日召开第三届董事会第十四次会议， 审议通过了《关于提请召开2026年第二次临时股东会的议案》，决定于2026年3月4日（星期三）以现场 投票和网络投票相结合的方式召开公司2026年第二次临时股东会。现将本次会议有关事项公告如下： 一、召开会议的基本情况 1、股东会届次：2026年第二次临时股东会。 2、股东会的召集人：董事会。 3、股东会召开的合法性、合规性：经公司第三届董事会第十四次会议审议通过，决定召开2026年第二 次临时股东会。召集程序符合有关法律、行政法规、部门规章、其他规范性文件及公司章程的规定。 4、股东会的召开方式：本次股东会采用现场投票和网络投票相结合的方式召开。 （1）现场投票：股东出席现场股东会或书面委托代理人出席现场会议； （2）网络投票：公司通过深圳证券交易所交易系统和互联网投票系统（http://wl ...

Core Viewpoint - The logistics sector in China is projected to maintain stable growth, with a total social logistics volume of 368.2 trillion yuan by 2025, reflecting a year-on-year increase of 5.1% at comparable prices, indicating strong support for the real economy [1] Group 1: Overall Logistics Growth - The total social logistics volume is expected to grow steadily across all four quarters of 2025, with quarterly growth rates of 5.7%, 5.5%, 5.2%, and 5.0% respectively [1] - The average annual growth rate of social logistics during the "14th Five-Year Plan" period is projected at 5.7%, outpacing GDP growth, highlighting logistics' strong role in driving the real economy [1] Group 2: Industrial Logistics - The logistics volume for industrial products is anticipated to grow by 5.3% in 2025, contributing 82% to the overall growth of social logistics, reinforcing its core pillar status [2] - The demand for logistics in equipment manufacturing and high-tech manufacturing is expected to exceed 9%, indicating a shift towards high-end and intelligent logistics [2] Group 3: Consumer Logistics - Logistics for units and residents is projected to grow by 5.1% in 2025, supported by policies enhancing urban-rural consumption collaboration, with rural retail sales increasing by 4.1% [2] - Online retail of physical goods is expected to grow by 5.2%, accounting for 26.1% of total retail sales, reflecting the stable release of consumption logistics demand [2] Group 4: International Logistics - The logistics volume for imports is expected to grow by 0.5% in 2025, with a notable increase to 8.5% in December, indicating a gradual recovery in international logistics [2] Group 5: New Quality Productivity - The logistics volume for industrial robots is projected to grow by 28%, while logistics for new energy vehicles is expected to increase by 25.1%, driven by the rapid development of new quality industries [3] - The logistics volume for recycled resources is expected to grow by 13.2%, with a consistent high growth rate throughout the year, indicating a shift towards low-carbon and efficient logistics [3] Group 6: Logistics Costs and Efficiency - The total logistics cost is projected to reach 19.5 trillion yuan in 2025, with a year-on-year increase of 3.0%, and the ratio of logistics costs to GDP is expected to drop to 13.9%, the lowest in history [3] - The logistics industry is expected to generate total revenue of 14.3 trillion yuan in 2025, reflecting a growth rate of 4.1%, aligning with logistics demand growth [4] Group 7: Policy and Market Environment - Various departments are implementing supportive policies to facilitate the free flow and efficient allocation of logistics resources across the country, contributing to a decrease in management costs [4] - The logistics industry is expected to maintain a good level of prosperity, with an average logistics industry prosperity index of 50.8% in 2025, indicating stable operational conditions [4] Group 8: Future Outlook - The logistics sector is expected to benefit from favorable market conditions and strong economic resilience, with ongoing efforts to lower logistics costs and enhance service quality [5] - Continuous implementation of policies aimed at reducing logistics costs and improving infrastructure is essential for the high-quality development of logistics in coordination with the macro economy [5]