Core Viewpoint - London gold and silver prices experienced a strong reversal on February 3, reversing previous declines, with significant intraday gains reported [1] Group 1: Market Performance - As of 16:36, the spot price of London gold reached $4938.660 per ounce, with an intraday increase of up to 6% [1] - The spot price of London silver was reported at $87.373 per ounce, showing an intraday increase of over 10% [1]

Core Viewpoint - The People's Bank of China (PBOC) Shanghai Headquarters emphasizes the importance of implementing monetary policy requirements and enhancing market interest rate pricing capabilities [1] Group 1: Monetary Policy Implementation - The meeting highlighted the need to strictly execute various interest rate policies and self-discipline requirements [1] - The PBOC encourages the effective use of optimized structural monetary policy tools, including Shanghai-specific instruments like "Hu Ke Special Loan," "Hu Ke Special Discount," and "Cross-Border Refinance" [1] Group 2: Risk Management - There is a focus on promoting the concept of neutral exchange rate risk and encouraging enterprises to utilize hedging tools to mitigate exchange rate fluctuation risks [1]

Group 1 - The People's Bank of China (PBOC) Shanghai Headquarters emphasizes the need to deepen financial reform and open up to foreign markets [1] - The meeting highlighted the importance of enhancing comprehensive cross-border financial service capabilities and improving the convenience of cross-border RMB business [1] - The promotion of financial reform related to the Free Trade Zone (FTZ) is a key focus, along with the development and promotion of a blockchain credit certificate platform for trade [1] Group 2 - There is a commitment to strengthen the transmission and execution of foreign exchange policies [1] - The meeting calls for enhancing financial service capabilities and levels, with a focus on normalizing and sustaining improvements in payment service quality [1] - The implementation of a one-time credit repair policy is to be carried out prudently [1]

Group 1 - The People's Bank of China (PBOC) Shanghai Headquarters emphasizes the need to enhance the financial "five major articles" [1] - A diversified relay-type financial system covering the entire life cycle of technology enterprises is to be established [1] - The implementation of high-quality carbon accounting and information disclosure standards for green and transition finance is prioritized [1] Group 2 - The enhancement of financial service capabilities for small and micro enterprises is a key focus [1] - Continuous promotion of financial support for comprehensive rural revitalization is highlighted [1] - The financing connection for the elderly care industry is to be actively developed, exploring new financial models for elderly services [1] Group 3 - The acceleration of financial digital transformation is aimed at better serving the deep integration of the digital economy and the real economy [1]

Core Viewpoint - The only silver-themed fund in China, Guotou Ruijin Silver Futures (LOF), urgently adjusted its valuation after experiencing a significant drop, with A/C shares falling by 31.5% on February 2, exceeding the daily limit for both LOF and domestic silver futures contracts [1][3] Fund Valuation Adjustment - On February 2, Guotou Ruijin Silver Futures A/C shares recorded a 31.5% drop, setting a record for the largest single-day decline in public funds, surpassing the 10% limit for LOF and the 17% limit for domestic silver futures [3] - In response to the drastic decline, the fund manager announced on the evening of February 2 that they would reassess the fund's assets based on significant fluctuations in international silver market prices [3][4] - Starting February 2, the fund will adjust the valuation of its silver futures contracts based on the price changes in the international market relative to the previous trading day's closing price [3][4] Investor Concerns - Investors expressed dissatisfaction, with complaints about losing a month's worth of returns in a single day and questioning the timing of the valuation adjustment by the fund manager [6][7] - Some investors criticized the fund management for adjusting the valuation only after the significant drop, suggesting a lack of timely communication [6][7] Market Dynamics - Research from multiple futures companies indicates a high correlation between the Shanghai Futures Exchange silver futures and international market prices, suggesting that the domestic market's price limits can lead to valuation discrepancies [4] - The recent extreme market conditions have shown that international silver prices can fluctuate significantly beyond the domestic market's limits, leading to potential overvaluation of the fund's net asset value if domestic prices are used for valuation [4][5] Regulatory and Structural Issues - The fund's contract allows for valuation adjustments if the standard method does not reflect fair value, which the fund management deemed necessary due to recent market conditions [5] - The fund's structure has inherent flaws, as domestic price limits do not fully capture the volatility of international prices, raising concerns about the accuracy of net asset valuations [7][10] Long-term Outlook - Despite the recent volatility, some analysts believe that silver prices may rise in the long term, driven by monetary attributes and ongoing demand [10] - The Guotou Ruijin Silver Futures (LOF) is recognized as a high-risk fund linked to futures, necessitating investor awareness of the associated risks and market dynamics [10][11]

北京商报讯（记者 李晗）2月3日，北京市石景山区1609街区新首钢核心区SS00-1609-0012地块由首钢 地产以底价13.9亿元摘得。出让文件显示，该宗地块土地面积约1.66万平方米，规划建筑面积约3.66万 平方米。 ...

北京商报讯（记者 郭秀娟 王悦彤）2月3日，北京商报记者了解到，亿滋中国携旗下奥利奥、趣多多、 太平、闲趣等多个品牌，推出一系列融合中国传统文化与创意设计的春节礼盒。此外，随着消费者日益 增长的新需求，亿滋中国首次呈现"自制礼盒"方案。据了解，该方案提供灵活多元的包装与产品选择， 赋能经销商根据地域需求，自由搭配旗下品牌产品，打造专属且满含心意的新年礼盒。 ...

北京商报讯（记者 李晗）2月3日，北京市顺义区新国展三期SY00-2301-0003、0004、0005地块由中国 铁工投资建设集团有限公司以底价28.1亿元摘得。出让文件显示，该宗地块土地面积约5.97万平方米， 规划建筑面积约12.86万平方米。 ...

北京商报讯（记者 孟凡霞 周义力）2月3日，上金所发布《关于调整黄金部分合约保证金水平和涨跌停 板的通知》，拟对黄金部分合约交易保证金水平和涨跌停板比例进行调整。 自2026年2月4日（星期三）收盘清算时起，Au（T+D）、mAu（T+D）、Au（T+N1）、Au （T+N2）、NYAuTN06、NYAuTN12等合约的保证金比例从16%调整为17%，下一交易日起涨跌幅度限 制从15%调整为16%；CAu99.99合约保证金每手12万元调整至每手15万元。 同日，上金所发布《关于调整白银延期合约保证金水平和涨跌停板的通知》，经研究决定，对白银延期 合约交易保证金水平和涨跌停板比例进行调整。 2026年2月3日（星期二）自收盘清算时起，Ag（T+D）合约的保证金水平从26%调整为23%，下一交易 日起涨跌幅度限制从25%调整为22%。 上金所提示，请各会员提高风险防范意识，做细做好风险应急预案，提示投资者做好风险防范工作，合 理控制仓位，理性投资，确保市场稳定健康运行。 ...

北京商报讯（记者 孟凡霞 周义力）2月3日，江西金融监管局发布《关于南昌金融控股有限公司股东资 格的批复》。批复表示，江西金融监管局对《南昌农村商业银行股份有限公司关于南昌金融控股有限公 司参与定向增资扩股股东资质的请示》进行审核后，同意南昌金融控股有限公司（简称"南昌金融控 股"）股东资格。 批复明确，南昌农商行要严格审查股东入股资金来源，入股资金必须为自有资金，确保资金来源合法， 不得以非自有资金入股。要加强股权管理，优化股权结构，严格控制股东关联交易，完善公司治理与内 部控制机制，防范和化解风险。要严格遵照有关法律完成募股工作，完成后及时向江西金融监管局提出 变更注册资本申请。 ...