北京商报讯（记者 李海媛）1月29日，中泰证券发布2025年度业绩预增公告，预计2025年度实现归属于母 公司所有者的净利润为13.12亿元至15亿元，同比增加40%至60%；预计公司2025年度实现归属于母公司所 有者的扣除非经常性损益的净利润为12.6亿元至14.52亿元，同比增加44%至66%。 ...

Core Viewpoint - The renovation and building materials sector experienced a slight increase, closing at 18,076.57 points with a growth rate of 0.91%, driven by several stocks in the sector showing positive performance [1]. Group 1: Stock Performance - Keshun Co. closed at 7.61 CNY per share, leading the sector with a growth rate of 13.58% [1]. - Dongfang Yuhong closed at 17.95 CNY per share, with a growth rate of 7.87%, ranking second in the sector [1]. - Sankeshu closed at 57.88 CNY per share, achieving a growth rate of 7.58%, ranking third in the sector [1]. - Kangxin New Materials closed at 3.81 CNY per share, leading the decline with a drop of 8.19% [1]. - Xiong Plastic Technology closed at 10.38 CNY per share, with a decline of 3.98%, ranking second in losses [1]. - Mona Lisa closed at 16.46 CNY per share, with a decline of 3.23%, ranking third in losses [1]. Group 2: Market Outlook - China Galaxy's research report indicates that both consumption and investment are working together to expand domestic demand, with consumption upgrades driving the high-quality transformation of building materials [1]. - The Central Economic Work Conference mentioned plans to "deeply implement special actions to boost consumption" by 2026, which aligns with the 14th Five-Year Plan's suggestion to "remove unreasonable restrictions on consumption" [1]. - It is anticipated that by 2026, housing purchase restrictions in various regions will gradually be relaxed, enhancing expectations for a recovery in the home decoration market and boosting demand for building materials [1].

与此同时，菜鸟无人车的管理和技术负责人也将加入九识智能，深度参与未来的战略规划与运营管理。 据了解，此次战略合作后，菜鸟自身不再直接生产和销售无人车，将发挥物流场景和生态优势，加大无 人车在物流领域的应用。九识将获得"菜鸟无人车"品牌授权，开启双品牌运营。 北京商报讯（记者 何倩）1月29日，九识智能与菜鸟无人车联合宣布，双方已就无人车业务达成深度战 略整合。菜鸟以自身无人车业务注入、现金投资等方式，成为九识智能股东，这标志着双方正式开启在 RoboVan领域的深度协同。 资料显示，九识智能成立于2021年8月，创新推出了首台在城市机动车道路行驶的中大型无人货车，开 辟L4 RoboVan无人驾驶全新领域。目前，九识智能业务已覆盖中国、新加坡、阿联酋、奥地利等多个 国家和地区，在快递、快消、生鲜和餐饮等城配领域建立优势。 ...

在产品布局方面，2025年，岚图汽车通过"三旗舰+双子星"五款产品覆盖市场，但仍存在明显依赖单一 品类的现象。2025年前7个月，岚图梦想家MPV销量占品牌总销量的60%；2025年全年，岚图梦想家 MPV销量占比过半。不过，2025年11月岚图旗下首款大六座SUV岚图泰山上市后，岚图梦想家MPV在 12月的销量占比已降至约40%。 在高端新能源赛道加速洗牌的关键节点，岚图汽车迎来产品与资本层面的双重关键进展。1月28日晚 间，岚图汽车正式发布2026年产品计划，宣布将推出四款全新车型，包括中国首款量产L3级SUV岚图 泰山Ultra、"庭院级大五座SUV"岚图泰山X8、代号为"FE"的全新FUV，以及代号为"珠峰"的50万级豪华 MPV。该布局旨在覆盖SUV、FUV及MPV三大主流品类，全面强化品牌在高端新能源市场的竞争力。 岚图汽车CBO、销售公司总经理邵明峰表示，此次发布的四款新车均搭载L3级智能辅助驾驶硬件，4款 重磅产品的组合，将成为岚图2026年提升市场份额、强化用户口碑、推动品牌体系全面进阶的组合牌。 其中，岚图泰山L3级智能辅助驾驶测试车已进入最后冲刺阶段，该车型将于2026年3月开启交付。 ...

1月29日，北京市十六届人大四次会议表决通过了《北京市养老服务条例》（以下简称《条例》），将于2026年7月1日起施行。《条例》共九章七十七条， 内容丰富，涵盖了养老服务的全流程、各环节，构建了本市养老服务总体制度框架。《条例》的制定，系统总结了三级养老服务网络建设、"老老人"服务保 障等经验做法的重要举措，标志着首都养老服务进入法治化、规范化、系统化发展的新阶段。 佟立志透露，目前，全市已有13个区级指导中心，另外3个区今年上半年全部投入使用；同时，全市已建成155家街乡镇服务中心，"十五五"期间将再建100 家；此外，全市累计建成运营社区养老服务驿站1540家。 鼓励多元化市场主体 在完善服务网络的基础上，《条例》进一步通过政策引导，激发市场活力，鼓励多元主体参与养老服务供给。据了解，《条例》将有力推动存量资源盘活， 拓展服务空间。 《条例》进一步明确，本市推行建设用地功能混合使用，鼓励养老服务、医疗卫生等公共服务设施综合设置，推动空间资源配置与实际功能需求相适应。养 老机构、养老服务中心、养老服务站可以按照建设用地功能混合使用的有关规定，为护理站等医疗卫生机构入驻提供场地。 同时，《条例》显示，本市国有 ...

1月29日，北京市十六届人大四次会议表决通过了《北京城市副中心条例》（以下简称《条例》），将于2026年5月1日起施行。《条例》重点鼓励和促进哪 些产业发展？建设怎样的智慧城市？将如何统筹中心城区功能疏解承接工作？市人大法制委员会副主任委员、市人大常委会法工委主任王荣梅和城市副中心 党工委委员、管委会副主任，通州区委常委、常务副区长李先侠针对《条例》进行了解读。 看点一：划定六大产业为重点赛道 王荣梅表示，《条例》明确副中心重点发展数字经济、现代金融、先进制造、商务服务、文化旅游和现代种业六大产业，培育壮大未来产业；推动科技创新 政策在副中心先行先试；创新人才引进、培养、激励政策。 数字经济领域具体包括，建设国家网络安全产业园、北京数据基础制度先行区、数智北京创新中心，推动数据技术创新和产业发展；现代金融领域，具体涉 及支持设立各类金融机构，创新金融产品，推动建设全球财富管理中心、绿色金融和可持续金融中心；先进制造产业，具体包括推动制造业智能化、绿色 化、融合化发展；商务服务方面，具体提到推进服务业扩大开放，鼓励境内外专业服务机构设立总部和分支机构，发展服务贸易和高端商务服务业，建设国 际化现代商务区；文化旅 ...

Core Viewpoint - Huiyu Pharmaceutical (688553) is expected to report a net profit attributable to shareholders of between -24 million to -29 million yuan for 2025, representing a year-on-year decline of 107.38% to 108.91% compared to the previous year [1] Group 1: Financial Performance - The projected net profit for 2025 indicates a significant loss, with estimates ranging from -24 million to -29 million yuan [1] - This represents a drastic decline of over 100% compared to the previous year's legally disclosed data [1] Group 2: Investment Impact - The company’s investment in Zhejiang Tongyuan Kang Pharmaceutical Co., Ltd. is set to be listed on the Hong Kong Stock Exchange on August 20, 2024, under the stock code 02410.HK [1] - Fluctuations in the stock price of the invested enterprise have led to a fair value change loss of 173 million yuan during the reporting period [1]

2025年前三季度，先导智能营收、净利双增，实现营业收入约为104.4亿元，对应实现归属净利润约为 11.86亿元。 北京商报讯（记者 马换换 李佳雪）近期，港交所官网显示，先导智能（300450）通过港交所主板上市 聆讯，这意味着公司H股公开发售进入倒计时阶段。 据了解，先导智能所处行业为智能装备制造业，主要涉及锂电池设备制造业、光伏设备制造业、3C设 备制造业、汽车产线自动化设备制造业、氢能设备制造业等。其中，在光伏设备行业主要为光伏电池、 光伏组件的生产提供专用设备。 ...

Core Viewpoint - Deye Co., Ltd. (德业股份), a leading provider of household energy storage inverters, has officially submitted its application for an H-share listing on the Hong Kong Stock Exchange, aiming for an "A+H" dual listing [1] Group 1: Company Overview - Deye Co., Ltd. focuses on energy storage inverters, photovoltaic inverters, and energy storage battery pack products, and it achieved A-share listing in 2021 [1] - According to Frost & Sullivan, Deye Co., Ltd. is the largest household energy storage inverter provider globally based on sales value projected for 2024 [1] Group 2: Industry Context - The photovoltaic industry is currently facing a severe supply-demand imbalance, leading to significant net losses for companies in the main supply chain, such as silicon materials, silicon wafers, battery cells, and modules [1] - In contrast, inverter manufacturers, including Deye Co., Ltd. and Sungrow Power Supply Co., Ltd., are reporting strong performance amid the industry's challenges [1] Group 3: Financial Performance - For the first three quarters of 2025, Deye Co., Ltd. achieved approximately 8.846 billion yuan in revenue, representing a year-on-year increase of 10.36% [1] - The company reported a net profit attributable to shareholders of approximately 2.347 billion yuan, reflecting a year-on-year growth of 4.79% [1] - As of January 29, the company's stock price was 86.36 yuan per share, with a total market capitalization of approximately 78.49 billion yuan [1]

Core Viewpoint - The A-share market is experiencing an upward trend with record trading volumes, while international gold and silver prices are reaching new highs, prompting attention from the market [1][8]. Group 1: Fund Performance and Adjustments - Public fund scale reached a new high of 37.71 trillion yuan by the end of 2025, marking a 2.65% increase from the previous quarter [2]. - The scale of mixed and stock funds increased to 3.68 trillion yuan and 6.05 trillion yuan respectively, showing growth from 3.51 trillion yuan and 4.45 trillion yuan at the end of 2024 [2]. - The top three holdings of public funds as of Q4 2025 were Ningde Times, Zhongji Xuchuang, and Xinyi Sheng, with total holdings valued at 181.83 billion yuan, 162.14 billion yuan, and 124.58 billion yuan respectively [2][3]. Group 2: Investment Strategies and Market Outlook - Fund managers are maintaining a long-term focus on certain sectors while adjusting specific stock holdings based on market conditions [7]. - The performance of active equity funds has been strong, with several funds achieving over 50% returns early in 2026, particularly those investing in gold stocks [4]. - The market outlook for 2026 is optimistic, with expectations of a comprehensive value reassessment of Chinese assets, driven by technological innovation and economic transformation [8][9]. Group 3: Gold Market Insights - Fund managers express confidence in the long-term upward trend of gold prices, influenced by factors such as the weakening of the US dollar and the pursuit of internationalization of the Chinese yuan [9]. - Recommendations for investors include adopting a dollar-cost averaging strategy to smooth investment costs in gold [9].