从整个市场规模来看，高盛认为，AI为影像领域带来新机遇，预计2025至2030年全球AI图像和视频市 场规模将以44%的复合年增长率增长至390亿美元。其中，美图得益于生产力工具的推广、海外市场的 拓展、付费率的上升以及持续推出的新产品，预计2025年至2030年收入复合年增长率将达到29%。 高盛在报告中对美图不同业务和市场对收入的贡献也作出了预测。该行指出，美图的生产力工具业务正 加速发展，预计到2030年，生产力收入贡献将达到44%；与此同时，得益于在欧洲、东南亚等地区的扩 张，美图的海外月活将加速增长；因其产品组合向生产力工具的升级及海外市场拓展，海外市场变现加 速，付费率预计到2030年达11.3% 2月8日，高盛发布报告首次覆盖美图公司（以下简称"美图"），给予"买入"评级，12个月目标价16港 元。公开信息显示，这一目标价高于大摩、瑞银、美银等大行给出的目标均价。高盛称，看好AI影像 领域的高收入和美图在特定场景下满足用户需求的竞争优势，对其未来两年的预测比市场一致预期更 高。 针对近期市场关于大模型吞噬应用的讨论，高盛在报告中指出，尽管通用模型和工具能够降低AI的入 门门槛并减少用户的工作量， ...

Core Viewpoint - Jiuyuan Gene has submitted an IND application for its innovative drug JY54 injection, aimed at weight management for obese or overweight individuals, marking a significant advancement in the metabolic treatment field [2] Group 1: Product Development - JY54 injection is a long-acting insulin analog designed to manage weight, showcasing Jiuyuan Gene's commitment to innovation in metabolic diseases [2] - The product is a dual receptor agonist (DACRAs) that mimics natural insulin mechanisms, offering multiple actions such as inhibiting glucagon secretion, delaying gastric emptying, and reducing appetite [3] - Clinical pre-research indicates that JY54 injection has demonstrated excellent efficacy and safety, with significant potential for weight loss and metabolic improvement [6] Group 2: Market Positioning - The global obesity and metabolic disease prevalence is rising, making weight management therapies a highly active area for pharmaceutical innovation [3] - JY54 injection's mechanism is believed to have advantages over current GLP-1 drugs, potentially leading to better fat reduction while preserving muscle mass [3] - The product's unique molecular structure supports long-acting administration, enhancing patient compliance and laying the groundwork for future combination therapies with GLP-1 [5] Group 3: Strategic Direction - Jiuyuan Gene's pipeline includes both mature products and innovative therapies, creating a clear gradient layout that addresses current market needs while exploring future treatment advancements [6] - The combination of mature products and innovative pipelines is expected to build a resilient long-term development structure in the metabolic disease sector [6] - The acceptance of the IND application reflects Jiuyuan Gene's ongoing investment in innovative drug development and its ambition to enhance its global influence in the metabolic drug innovation field [6]

证券日报网讯 2月9日，海立股份在互动平台回答投资者提问时表示，公司在定期报告中披露对应期末 时点的股东信息。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 2月9日，久日新材在互动平台回答投资者提问时表示，公司的参股公司普兰纳米在固态 电池相关方面的研发在持续，暂未形成量产。目前公司暂无将普兰纳米并入上市公司的计划。 ...

证券日报网讯 2月9日，东芯股份在互动平台回答投资者提问时表示，公司坚持稳定可靠的供应链体 系，与国内外多家知名晶圆代工厂和封测厂建立了互助、互利、互信的合作关系，构建了"本土深度、 全球广度"的供应链网络，目前产能供应稳定。 （文章来源：证券日报） ...

Group 1 - The core project of Qingyang Coal Power Company involves the construction of two 660MW ultra-supercritical air-cooled coal-fired generating units, with a designed annual electricity generation capacity of 7 billion kWh [2] - The project is currently progressing smoothly according to the construction schedule [2] - The Lanzhou New Area project consists of two 1000MW units, with preliminary design review completed and foundation compaction work finished [2]

Group 1 - The company, Gansu Energy Chemical, stated that it sells coal from its power plants and chemical plants based on market principles, signing long-term contracts annually to regulate overall coal sales and inventory structure [2] - The internal coal consumption of the company's power and chemical projects, once operational, will be nearly 12 million tons per year, with actual consumption varying based on the quality of coal received and the structure of coal sources for consuming enterprises [2]

Group 1 - The company Jinlei Co., Ltd. announced the appointment of Ms. Zhou Li as the new Chief Financial Officer [2]

证券日报网讯 2月9日，昊华科技在互动平台回答投资者提问时表示，公司长期跟踪固态电池的技术发 展方向，在固态电池用粘结剂、聚合物电解质、硫化物/卤化物电解质降本工艺优化和设计优化方面具 有一定积累，并且公司当前承担浙江省"尖兵"专项，联合上下游企业共同推进固态电池及相关材料的技 术进步和产业应用。 （文章来源：证券日报） ...

Core Viewpoint - Fuguang Co., Ltd. highlights the stable and continuous market demand for customized products in aerospace engineering, space exploration, and high-end equipment, driven by rapid industry development [2] Industry Summary - The security monitoring sector is experiencing intensified competition, with an increasing demand for high cost-performance products as high-end application scenarios remain to be further explored [2] - The automotive lens market is expected to grow significantly, supported by the automotive industry's role as a key pillar of China's economic development, along with advancements in technology and policy support [2] - The projection optical machine market is expanding in three main areas: AR glasses, automotive projection, and home smart projection, with core optical engines transitioning from technological exploration to large-scale application [2] - The precision and ultra-precision processing of optical components is driven by the demands of high-end equipment, medical, and photography industries, which require higher performance, accuracy, imaging quality, and user experience, thus boosting the market demand for optical components [2]