"深圳国资基金矩阵三年行动计划发布仪式暨粤港澳大湾区创业投资引导基金入驻仪式"日前在深圳前海 5号楼举行。活动由深圳市国资委主办，前海管理局协办、深创投承办，市国资委、市委金融办、市发 展改革委、前海管理局及28家市属国企、被投上市企业代表参会，共同推动国有资本赋能科技创新与粤 港澳大湾区高质量发展。此次活动是落实国家、省、市战略部署，以科技金融活水浇灌新质生产力沃土 的具体实践。 大湾区创投引导基金 正式落地前海 深创投、鲲鹏资本作为市属国企代表，分别介绍落实举措。自成立以来，深创投始终坚持"投早、投 小、投长期、投硬科技"导向，已将86%的资金投向初创期和成长期企业。据介绍，深创投将持续加大 对早期科技企业的投入力度，重点布局前沿科技和关键核心领域；鲲鹏资本子基金群累计投资已超1200 亿元，覆盖项目近1900个，将进一步强化产业链上下游整合与资源协同。被投上市企业越疆科技董事长 通过视频分享、市场总监现场发言，生动展现了在国资基金支持下，企业从技术研发到产业化落地的成 长历程，印证了国有资本赋能科技创新企业发展的实效。 活动最后，8家市属国企负责人签署深圳国资基金矩阵任务书，将深圳国资基金矩阵三年行动计 ...

Economic Development - Longhua District is projected to achieve a GDP exceeding 330 billion yuan by 2025, with a growth rate of over 6% [2] - The district's industrial output is expected to surpass 720 billion yuan, with fixed asset investment nearing 100 billion yuan [2][3] - The total retail sales of consumer goods are anticipated to exceed 140 billion yuan, while foreign trade import and export volume is expected to stabilize at 500 billion yuan [2] Achievements During the 14th Five-Year Plan - Longhua District has shown significant growth, moving into the top tier of urban districts in China, with a GDP growth rate averaging 5.3% and nominal growth at 5.5% [3] - The industrial output has increased by 37.7% over five years, surpassing 720 billion yuan [3] - The digital economy has become a key driver, with core industries' total output exceeding 600 billion yuan, accounting for over 35% of the GDP [3] Infrastructure and Social Welfare - Over 300 billion yuan has been invested in key areas, leading to significant improvements in urban infrastructure and social welfare [4] - The district has opened 60 low-altitude logistics routes, accounting for one-fifth of the city's total, and has the highest number of low-altitude takeoff and landing facilities in the city [4] Investment and Consumption - Longhua District aims to enhance investment, consumption, and business environment, with 263 major projects and industrial investments of 28.3 billion yuan planned [5] - The district has organized 560 consumption promotion activities, with subsidies totaling 480 million yuan, directly boosting consumption by 1.15 billion yuan [5] Future Development Plans - The district's "15th Five-Year Plan" focuses on building a digital economy core area and a world-class semiconductor industry center [7] - By 2030, the GDP is expected to exceed 600 billion yuan, with fixed asset investment reaching 600 billion yuan over five years [7] - The plan emphasizes the importance of modern industrial systems, with a target for the digital economy's contribution to GDP to exceed 40% [8] Industry Upgrades and New Initiatives - The district plans to implement ten key initiatives in 2026 to enhance quality and efficiency, focusing on expanding consumer demand and optimizing the business environment [9] - Significant investments are planned in emerging industries, including telecommunications and smart devices, with expected outputs of 140 billion yuan and 200 billion yuan respectively [10]

Core Insights - The Guangdong Provincial People's Congress held a budget review meeting, discussing the 2025 budget execution and the 2026 budget draft, with a focus on revitalizing idle assets, strengthening industrial support, and enhancing public welfare [2][4]. Group 1: Revitalizing Idle Assets - Representatives emphasized the importance of managing idle assets, suggesting the establishment of a management group involving finance, state-owned assets, and education departments to optimize the use of these resources [4]. - Suggestions included utilizing idle assets through leasing, selling, or reallocating them to public institutions, transforming "sleeping assets" into "income-generating resources" [4]. - The need to simplify the issuance process of special bonds was highlighted to support new infrastructure and urban renewal projects, which could attract more social capital and financial resources [4] Group 2: Strengthening Industrial Support - The focus on building a modern industrial system with competitive advantages was discussed, with representatives calling for more targeted support for strategic emerging industries like hydrogen energy [6]. - Increased support for the commercial aerospace industry in Yangjiang was proposed to ensure project progress and effective investment [6]. - Suggestions were made to enhance support for marine ranching and textile industries, aiming to establish Guangdong as a hub for fast fashion manufacturing [6] Group 3: Enhancing Public Welfare - The report indicated that from 2021 to 2025, public welfare spending in Guangdong would reach 6.45 trillion yuan, maintaining over 70% of the general public budget [7]. - Representatives called for increased financial support for special education in underdeveloped regions, emphasizing the need for better resources for disabled individuals [7][8]. - There were proposals to accelerate the construction of medical centers in less developed areas and to establish special funds for updating medical equipment in grassroots healthcare facilities [8]

腾讯云副总裁、腾讯云智能负责人、优图实验室负责人吴运声表示："平台能力与生态协同，已成为AI 落地的核心竞争力，腾讯云将全面开放产品能力，与伙伴共建Agent产业应用生态，推动'好用的AI'全 面落地。" 而在AI+全球化驱动的云服务下半场竞赛中，杨晨表示，腾讯云将会把发力重点放在AI与SaaS产品的融 合上，从而构成与市场的差异化竞争。腾讯云副总裁吴奇胜也表示，以前云服务上半场的竞赛可能更聚 焦资源的售卖，但下半场更多应该聚焦在AI真正帮企业解决了什么问题、AI如何应用到业务流程里去 提效。 腾讯云的这一理念已经显出成效。近期在2026腾讯云合作伙伴大会上，腾讯云亮出了最新的成绩单：过 去一年，腾讯云携手超11000家合作伙伴，持续深耕产业智能化，合作伙伴公有云收入继续保持两位数 增速，AI及SaaS产品相关订单翻倍增长，AI大模型产品两年内增长超过50倍，收入规模和质量不断提 升。同时，出海业务同比增长30%，成为合作伙伴业务发展的重要增长引擎。 在提效工具智能体应用场景中，腾讯云也在合作伙伴大会上一并升级了其智能体开发平台。 在一众高调"喧哗"中，腾讯云似乎选择了一条不同的路径。 近期在一场媒体采访中， ...

Core Viewpoint - The delivery period for the Zeekr 9X Max and Ultra versions has significantly shortened to 2-6 weeks, indicating improved supply chain stability and production capacity [1][5]. Group 1: Product Performance - The Zeekr 9X has become a representative model in China's luxury electric vehicle market, achieving over 10,000 pre-orders within 13 minutes of its launch and selling 8,121 units in November, with sales exceeding 10,000 units in December [4]. - The average price of the Zeekr 9X is over 530,000 yuan, setting a new monthly sales record for large SUVs in the Chinese market [4]. - Over 80% of Zeekr 9X users come from traditional luxury brands like BBA and Porsche, highlighting its appeal to high-end consumers [4]. Group 2: Technological Innovation - The Zeekr 9X features numerous industry-leading technologies, including "2 firsts in China, 16 global firsts, 4 industry firsts, and 24 unique features in its class" [4]. - The vehicle's advanced technologies, such as the Haohan Super Electric Hybrid technology and Thor-U chip, have contributed to its status as a "phenomenal car" [4][5]. Group 3: Supply Chain Challenges - Despite improvements, the Zeekr 9X faces ongoing challenges related to supply chain stability, particularly due to high demand for its Hyper and Black versions, which have resulted in a backlog of orders [5]. - The automotive industry is experiencing a global shortage of storage chips, which has led to increased prices and reduced supply, impacting production capabilities [6][7]. - The demand for high-specification chips in smart vehicles is significantly higher than in traditional cars, complicating supply chain management for luxury models like the Zeekr 9X [6]. Group 4: Industry Outlook - The automotive industry is expected to face a storage chip supply crisis by the end of 2026, with some estimates suggesting that supply may meet less than 50% of demand [7]. - Companies are forming global teams to address supply chain issues and enhance production capacity, indicating a proactive approach to overcoming these challenges [7].

值得一提的是，在此次履新之前，唐朔刚被交通银行提拔为业务总监不久。南都湾财社此前报道，交通 银行2025年8月29日发布公告，公司董事会会议同意聘任唐朔为业务总监（公司与机构业务）。2025年 12月15日，交通银行又发布公告称，唐朔因工作调动原因，辞去该行业务总监（公司与机构业务）职 务，辞任自2025年12月15日起生效。 1月28日，建设银行发布公告称，2025年12月23日，建设银行董事会审议通过了关于聘任唐朔担任该行 副行长的议案。国家金融监督管理总局现已核准唐朔的任职资格，唐朔正式就任该行副行长。 简历显示，唐朔1978年11月出生，今年47岁，是六大国有行中最为年轻的一位副行长。 他于2001年获西安交通大学法学学士学位，2018年获北京交通大学工程硕士学位。自2001年加入交通银 行，在该行工作24年。其中，2025年10月至2025年12月任交通银行业务总监（公司与机构业务）；2021 年3月至2025年12月先后任交通银行广东省分行行长、北京市分行行长；2018年7月至2021年3月先后任 交通银行江西省分行副行长、行长；2016年4月至2018年7月先后任交通银行北京市分行行长助理、副行 ...

作为活动核心亮点，"丝路她链・益行全球"主题板块全方位呈现了女性企业家出海的实践成果。主题展 示墙以图文形式清晰呈现了在乌干达、迪拜、印尼等地的项目布局与合作成效，产品展区集中陈列了电 子设备、特色农产品、文创等出海代表性产品。 1月25日晚，"政企协同・她创未来"深圳市龙岗区女企业家协会政企交流暨21周年会员联谊会在深圳龙 岗举行。近270位政界、商界嘉宾及姐妹协会代表齐聚一堂，共同见证这场融合政策深度、时代高度与 姐妹温度的行业盛会，为女性企业家出海赋能。 本次活动由深圳市龙岗区工商业联合会与深圳市龙岗区女企业家协会联合主办，并得到各级部门的高度 重视。 此次活动的圆满举办，不仅是龙岗区女企业家协会21年发展的里程碑，更构建了政企协同、全域联动、 国际合作的女性创业赋能体系。未来，协会将继续勇立潮头，带领广大女企业家在高质量发展的壮阔航 程中乘风破浪，让"深圳制造"与"她智慧"在全球市场绽放光芒。 采写：南都N视频记者 颜鹏 通讯员 马晓兵 龙岗区女企业家协会会长桑娟娟以"乘风出海・她创未来"为题，详解"培训-生产-销售"可持续闭环模 式，重点介绍了占地50英亩、集多元功能于一体的乌干达产业综合体项目。据 ...

Economic Growth and Consumer Spending - The GDP growth target of 5% for 2025 has been successfully achieved, with final consumption expenditure contributing 52% to economic growth, an increase of 5 percentage points from the previous year, making it the main driver of economic stability [1] - Despite the positive contribution of consumption, consumer willingness to spend has remained low, with the consumption willingness index hovering at the bottom for five consecutive quarters, indicating a need for stronger policies to boost consumption [1][4] Income and Savings - In 2025, the per capita disposable income in China reached 43,377 yuan, reflecting a nominal growth of 5.0%, with real growth also at 5.0% after accounting for price factors [3] - By the end of December 2025, the balance of deposits in both domestic and foreign currencies was 336.14 trillion yuan, a year-on-year increase of 9%, while the balance of RMB deposits was 328.64 trillion yuan, up 8.7% [3] Consumer Behavior and Sentiment - Consumer spending growth is lagging behind income growth, with per capita income and spending growth rates of 5.0% and 4.4% respectively in Q4 2025, showing a decline from the previous year [4] - The decline in consumer spending reflects insufficient confidence and motivation, indicating that more support is needed for low-income groups and youth to stimulate consumption [5] Price Levels and Economic Impact - The consumer price index (CPI) for 2025 remained flat year-on-year, with a rise to 0.8% in December, the highest in nearly three years, indicating a generally low price level [7] - Long-term low price levels can negatively impact corporate revenues, potentially leading to reduced wages and job cuts, which in turn could slow down income growth and threaten employment [7][8] Future Outlook and Challenges - The National Development and Reform Commission has indicated that promoting a reasonable recovery in prices will be a key macroeconomic goal, as both rapid price increases and prolonged low prices can adversely affect consumer spending and economic circulation [8][9] - A notable decline in consumer willingness to purchase automobiles has been observed, which may lead to intensified competition in the automotive market in 2026, contradicting the goal of promoting reasonable price recovery [9]

Core Viewpoint - Oriental Selection reported a total revenue of 2.3 billion RMB for the first half of the 2026 fiscal year, marking a year-on-year increase of 5.7% [2][3]. Financial Performance - Total revenue for the period from June 1, 2025, to November 30, 2025, was 2.3 billion RMB, with a 5.7% increase compared to the same period last year [2][3]. - Excluding revenue from the first half of the 2025 fiscal year prior to the split, total revenue increased by 17% year-on-year [2]. - Net profit reached 239 million RMB, with a gross profit of 841.6 million RMB, reflecting a 14.5% year-on-year growth [2][3]. - The company's gross merchandise volume (GMV) from live e-commerce was 41 billion RMB, down from 48 billion RMB in the same period last year [2]. - The number of orders on Douyin was 42.1 million, compared to 50.1 million in the previous year [2]. Product and Service Development - As of November 30, 2025, Oriental Selection launched a total of 801 self-operated products, with GMV from these products accounting for approximately 52.8% of total GMV, contributing to long-term sales and profit growth [4]. - The company plans to establish a quality inspection report system every two weeks or monthly, covering product inspection rates and supplier evaluations [6]. - The CFO stated that the company will optimize its warehousing network to enhance delivery efficiency and customer experience, focusing on a comprehensive product range and membership system [6]. Channel Expansion - Oriental Selection is implementing a multi-channel strategy, including the installation of over 40 vending machines in various regions, some of which are already profitable [5]. - The company plans to open its first offline experience store in Beijing, covering 439 square meters and showcasing a wide range of self-operated and third-party products [5]. - The store will feature interactive areas for product tracing and tasting, aiming to meet community consumption needs with services like online ordering and member-exclusive benefits [5].

实控三家A股上市公司的61岁女富豪熊海涛被立案调查并实施留置。1月27日晚，东材科技、高盟新 材、毅昌科技股关于公司实际控制人被留置的公告，披露上述信息。值得一提的是，公告显示立案调查 通知书由四川省监察委员会签发，外界因而怀疑调查事项或与总部位于四川的东材科技相关。南都湾财 社记者也就留置具体原因等问题向东材科技发去采访函，截至发稿时未获回应。 61岁女富豪被立案调查并实施留置 曾登胡润富豪榜 公告显示，三家公司均于1月27日收到四川省监察委员会签发的关于公司实际控制人熊海涛女士被留 置、立案调查的通知书。其中，高盟新材还在公告中进一步披露，熊海涛被立案调查并实施留置是因涉 嫌犯罪。东材科技、毅昌科技则在公告中称截至公告披露日，公司尚未知悉上述事项的进展及结论。 熊海涛不仅是三家公司的实际控制人，同时也在公司中担任职务。其中，她在东材科技、高盟新材担任 副董事长，而在1月26日，她辞任了毅昌科技董事、副董事长职务。 熊海涛主要通过高金技术产业集团有限公司（以下简称"高金集团"）、高金富恒集团有限公司（以下简 称"高金富恒"）实现对三家上市公司的控制。天眼查显示，熊海涛持有高金富恒99.95%股权，而高金富 ...