北京商报讯（记者 董晗萱）稳定币牌照发行迎新进展。据中央广播电视总台《大湾区之声》消息，2月2日，香港特区立法会财经 事务委员会召开会议，香港金融管理局总裁余伟文在会上介绍，目前已收到36份稳定币发行人牌照申请，并正在评估中。相关审 核和研究工作即将完成，金管局争取于3月发出首批稳定币牌照。 此前，余伟文多次撰文表示，投资者应保持理性，有必要防范市场和舆论过度炒作。其曾公开表态，较严谨的监管要求难免会限 制稳定币业务在短期内大幅扩张的可能性，业界因此会有反响，这是预期之中。毕竟受监管的稳定币业务处于起步阶段，先严， 走稳，然后按照实践经验再适度放松，相较于起步过松然后收拾乱象，明显更有利于市场和发行机构的持续健康发展。 业内认为，这是结合全球稳定币市场风险及香港金融发展实际的选择。在王蓬博看来，通过严格的牌照审核和持续的风险管控， 既为行业设立清晰的合规标准，也能提前防范储备资产、跨境传导等潜在金融风险，在保障金融稳定的前提下，推动稳定币行业 有序发展，符合香港金融监管一贯的底线思维。 在内地，2025年末召开的打击虚拟货币交易炒作工作协调机制会议指出，稳定币属虚拟货币范畴，其相关业务活动纳入非法金融 活动监 ...

据了解，《安全指引》面向汽车研发设计、生产制造、驾驶自动化、软件升级、联网运行等场景，细化 重要数据判定规则，明确开展数据出境安全评估、订立个人信息出境标准合同等方式，指导企业规范开 展数据出境活动，提升汽车数据安全保护水平。 《安全指引》与国家网信办《数据出境安全评估申报指南（第三版）》衔接一致，要求企业在申报时提 供拟向境外传输的重要数据和个人信息具体特征，包括数据类型、涉及行业、数量规模等信息，不要求 提供数据本身。 《安全指引》聚焦三类汽车数据出境行为：汽车数据处理者把在国内运营中收集、产生的数据传输到境 外；数据虽然存在国内，但境外的机构、组织或个人能查询、调取、下载、导出这些数据；符合《中华 人民共和国个人信息保护法》相关规定，在境外处理境内自然人个人信息的其他活动。 北京商报讯（记者 蔺雨葳）2月3日，记者从工业和信息化部官网获悉，近日，工业和信息化部、国家 网信办、国家发展改革委、国家数据局、公安部、自然资源部、交通运输部、市场监管总局八部门联合 印发《汽车数据出境安全指引（2026版）》（以下简称"《安全指引》"）的通知。 ...

仿冒警察诈骗，通常是诈骗分子伪装成当地"网警""刑侦民警"，通过语音等方式与未成年人取得联系， 刻意使用严肃、威严的语气谎称未成年人"涉嫌网络诈骗""传播不良信息违法"，部分人还会伪造"逮捕 通知书""案件协查函"等虚假文件，再以"案件需保密""若告知家长就加重处罚""影响升学和个人征信"等 话术对未成年人进行恐吓施压，利用其恐惧心理建立专属沟通屏障。随后，诈骗分子再以"配合调 查""缴纳保证金""资金核查需转入安全账户"为由，让未成年人偷偷用家长手机支付、借用同学账户转 账等途径骗取钱财。 针对上述瞄准未成年人的诈骗行为，抖音方面表示，将持续迭代技术手段，加强对涉诈账号的识别和处 置，同时强化用户提醒。近半年来，抖音共封禁针对未成年人的涉诈账号1.8万余个，日均向2万名未成 年用户下发反诈预警提示。 北京商报讯（记者 吴其芸）2月3日，抖音黑板报微信公众号显示，寒假来临，诈骗分子也将目标瞄向 了有更多时间接触网络的未成年人。近日，抖音发布治理公告称，将持续打击针对未成年人的诈骗黑 产，也提醒广大家长和放假的同学，警惕这两大类诈骗行为：免费送游戏皮肤诈骗和仿冒警察诈骗。 免费送游戏皮肤诈骗，主要诈骗对象是喜爱 ...

据恒力石化此前公告，陈建华计划自2025年4月9日起12个月内，以自有资金或自筹资金通过上交所交易 系统以集中竞价交易方式增持公司股份，增持金额不低于5亿元，不超过10亿元。2月3日晚间，恒力石 化表示，本次增持计划尚未实施完毕，陈建华后续将按照相关增持计划继续增持公司股份。 截至2月3日收盘，恒力石化股价报24.73元/股，总市值约为1741亿元。 北京商报讯（记者 马换换 李佳雪）2月3日晚间，恒力石化（600346）披露公告称，公司实际控制人之 一陈建华2月3日以自有资金，采取集中竞价交易方式首次增持公司股份约为1344.74万股，占公司总股 本的0.19%，累计增持金额约为3.3亿元（不含佣金、过户费等交易费用）。 ...

北京商报讯（记者 刘四红）2月3日，人民银行上海总部官微发布消息称，近日，人民银行上海总部组 织召开上海市金融形势分析会。会议强调，要促进信贷总量合理增长、均衡投放。准确把握适度宽松货 币政策的内涵，平衡处理好量价关系，挖掘有效信贷需求，注重盘活信贷存量，综合运用多种方式为实 体经济提供有效金融支持，保持全年特别是一季度融资总量合理增长、均衡投放。 ...

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]