Nan Fang Du Shi Bao
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黄金“疯狂”行情背后推手:避险情绪共振、美元走弱、全球央行“入手”
Nan Fang Du Shi Bao· 2026-02-12 23:13
Core Viewpoint - The article discusses the significant factors driving the long-term bullish trend in the gold market over the past decade, highlighting geopolitical risks, changes in dollar credibility, collective central bank purchases, and shifts in asset allocation logic as the main drivers of gold's price surge. Group 1: Geopolitical and Economic Factors - The demand for gold as a safe-haven asset has surged due to increasing geopolitical and economic uncertainties, with events like Brexit, trade wars, and the Russia-Ukraine conflict contributing to gold price spikes [10][12][13] - The global macroeconomic risks and rising inflation expectations have acted as accelerators for gold prices, with significant price movements observed during key geopolitical events [13] Group 2: Dollar Weakness - The weakening of the US dollar has positively impacted gold prices, as a decline in dollar credibility makes gold more attractive to investors holding other currencies [14] - The total US national debt has ballooned from $18 trillion in 2015 to over $38 trillion, undermining confidence in the dollar and contributing to gold's price increase [14][15] Group 3: Central Bank Purchases - Central banks have significantly increased their gold reserves, with gold accounting for 20% of global central bank reserve assets by 2024, surpassing US Treasury bonds for the first time in 30 years by 2025 [16][17] - The annual gold purchases by central banks have exceeded 1,000 tons since 2022, indicating a strong and accelerating demand for gold as a reserve asset [17][18] Group 4: Changing Asset Allocation Logic - There has been a fundamental shift in global asset allocation, with gold emerging as a strategic investment asset rather than merely a decorative item, particularly in the Chinese market [19][20] - The younger demographic is increasingly investing in gold, with a notable rise in gold jewelry ownership among consumers aged 18 to 24, reflecting a shift towards more frequent and smaller-scale investments [20]
地方政府“下场收房”扩围
Nan Fang Du Shi Bao· 2026-02-12 23:13
易居研究院智库中心研究总监严跃进分析称,这体现了地方对中央政策导向的积极响应,以及保障房供 给思路的优化升级。政策还为房企提供了重要的现金回笼渠道,尤其对持有符合条件存量房源的企业而 言,能有效缓解资金链压力,加速库存去化。不过,政策落地仍面临多重挑战,财政可持续性是核心考 验,保障性租赁住房租金低于市场价,如何实现运营收入覆盖成本,对地方国企的融资和运营能力提出 高要求。 采写:南都·湾财社记者 孙阳 广东省在政府工作报告中则提出,将加强保障性住房建设和筹集,鼓励收购存量商品房重点用于保障性 住房等,健全住房租赁市场制度。此外,湖南省在日前召开的住房城乡建设工作会议上宣布,2026年计 划全年收购存量商品房200万平方米以上,用于保障性住房、安置房、宿舍、人才房等。 2月9日,重庆出台房地产新政,鼓励国企收购存量商品房用作保障性住房、人才房、青年公寓、职工宿 舍等,有效盘活存量。区县政府(管委会)加大支持力度,按照批量收购存量商品房总金额的1%给予 收购主体补贴。2月2日,上海市浦东新区、静安区、徐汇区同步启动收购二手住房用于保障性租赁住房 项目,明确了精准的收购标准。 随着2026年各地两会相继落幕,地方 ...
广东粤财资产管理有限公司资产转让通知暨与李杨债权催收联合公告
Nan Fang Du Shi Bao· 2026-02-12 23:13
| 广东粤财资产管理有限公司资产转让通知暨与李杨倩权催收联合公告 | | | | | --- | --- | --- | --- | | 报据广东粤财资产管理有限公司(以下简称"粤财资产公司")与李希达成的债权转让合同,「乐粤财资产管理有限公司将其对下列公告清单 | | | | | 所列塔款人享有的主债权及担保合同,低债协议、还款协议和其他相关协议项下的全部权利、于2026年2月2日依法打包转让给了李畅。粤财资产 | | | | | 公司特公告通知各借款人及担保人。 | | | | | 李格作为下列情权的受让方,则公告要求公告清单所列借款人及其担保人(含相关承借主体,清算主体),从公告之日起立即向李杨履行还本 | | | | | 付息义务或相应的担保责任。 | | | | | 特此公告。 | | | | | 广东粤财密产管理有限公司 | | | | | 0 六年 月十日 | | | | | 注:1.本公告清单仅列示截至2025年10月31日的贷款本金余额。借款入和担保人(含相关承债责任体,清算主体)应支付给粤财资产公司的利 | | | | | 鼠、跳晶、震粉按借款合同、担保合同,抵债协议、逐流的议和其他相关协 ...
今年春节预计无人车承担配送单量占比超10%
Nan Fang Du Shi Bao· 2026-02-12 23:11
Core Insights - The article highlights the successful integration of autonomous delivery vehicles in Shenzhen's logistics system during the 2026 Spring Festival, showcasing their role as reliable delivery agents and essential components of the holiday logistics network [1][2]. Group 1: Industry Developments - Over 500 autonomous delivery vehicles have been deployed by various companies, including SF Express, China Post, Meituan, and JD, creating a responsive logistics network for the Spring Festival [1]. - The Shenzhen Transportation Bureau's "4123" top-level design has facilitated the commercialization of functional autonomous vehicles, resulting in over 1,000 vehicles on the road and 7,191 kilometers of open roads within a year [1][2]. - The autonomous delivery network covered over 800 residential communities and 300 commercial areas during the Spring Festival, ensuring stable delivery support for residents and businesses [2]. Group 2: Operational Efficiency - Autonomous vehicles have demonstrated an average daily delivery capacity that is over three times that of traditional human delivery methods, effectively filling the gap left by reduced human labor during the holiday [3]. - During the Spring Festival, autonomous vehicles accounted for over 10% of the total delivery volume, indicating their transition from pilot projects to key players in holiday logistics [3]. - The intelligent regulatory platform for autonomous vehicles operated 24/7, utilizing real-time vehicle data to implement dynamic alerts and ensure rapid response to any incidents, enhancing operational safety and efficiency [3]. Group 3: Broader Implications - The continuous operation of autonomous vehicles during the Spring Festival not only maintained logistics flow but also supported workers' ability to reunite with their families, reflecting the positive impact of technology on everyday life [4]. - Functional autonomous vehicles have expanded their applications in various sectors, including sanitation, security inspections, and mobile retail, becoming integral components of urban operational systems [5]. - Shenzhen aims to create a replicable and scalable smart city service model through ongoing improvements in the industrial ecosystem and technology advancements, contributing to a more efficient and compassionate urban living experience [5].
长安汽车金融谋划打造“智能产业金融平台”
Nan Fang Du Shi Bao· 2026-02-12 23:09
长安汽车金融有限公司召开2026年工作会议。 日前,长安汽车金融有限公司召开2026年工作会议。据了解,公司在2025年及"十四五"收官之年,展现 出强劲的增长势头和战略聚焦。该公司已锚定"打造智能产业金融平台,建设一流科技汽车金融公司"这 一战略愿景。进入2026年,该公司在战略定位升级、业务增长新引擎、科技与风控的持续进化、合规与 消费者权益保护等方面都可望成为关注焦点。 经营发展"量质齐升",新能源业务占三成 回顾2025年,该公司营业收入、利润总额预算达成率双100%,信贷投放规模同比增长超过10%,业务 单量持续增长,新能源业务同比增长114%,占比升至33%。 长安汽车金融有限公司党委书记、董事长叶宇昕指出,面对错综复杂的内外部形势,公司研究制定 了"十五五"时期"一顶四梁八柱"全新规划蓝图,明确了总体战略目标,即:立足产业金融定位,服务汽 车产业发展,实现"1431"高质量发展目标,建设成为一流科技汽车金融公司。 随着"十四五"圆满收官,长安汽车金融有限公司营业收入、利润总额成功实现战略目标,累计信贷投放 5500亿元,连续获得上级单位党建与经营业绩考核双"A"级。同时,焕新"产融结合"服务产业 ...
茅台领衔涨价 千元产品分化
Nan Fang Du Shi Bao· 2026-02-12 23:07
| 品种 | 总体市场均价(2月11日) | | --- | --- | | 贵州茅台:2024/25飞天茅台-散飞 53度 | 1812.28元 | | 五粮液:第八代普五 52度 | 866.96元 | | 国台:国台国标 53度 | 270.54元 | | 爱65 型公品用:型6 | 700.27元 | | 郎酒:青花郎 53度 | 823.33元 | | 洋河:梦之蓝M6+ 52度 | 695.32元 | | 汾酒:青花20 53度 | 408.44元 | | 泸州老窖:国窖1573 52度 | 948.01元 | | 毛铺:紫养 42度 | 240.41元 | | 舍得:品味舍得 52度 | 382.64元 | | 珍酒:珍十五 52度 | 347.31元 | | 金沙:摘要3.0 53度 | 536.12元 | | 剑南春:水晶酒 52度 | 425.21元 | | 古井贡酒:古20年份原浆 52度 | 597.6元 | | 水井坊:井台 52度 | 455.87元 | | 酒鬼酒:内参 52度 | 919.73元 | | 西凤酒:红西凤 52度 | 1084元 | | 九江:九江双蒸精米光瓶 4 ...
行业龙头发公告:终止收购
Nan Fang Du Shi Bao· 2026-02-12 16:12
筹划四个月后宣布终止收购高爷家 2月10日晚,国内宠物卫生护理龙头依依股份(001206)发布公告,宣布终止筹划以发行股份及支付现金购买的方式向彭瀚、瀚川生物、闻光凯等19名交 易对方购买其合计持有的杭州高爷家有好多猫宠物食品有限责任公司(以下简称"高爷家")100%股权事项。 然而,时隔近4个月后,依依股份在2月10日晚发布公告称,公司终止筹划以发行股份及支付现金购买的方式向彭瀚、瀚川生物、闻光凯等19名交易对方 购买其合计持有的高爷家100%股权事项。 对于本次交易终止的原因,依依股份在公告中表示,由于高爷家在2025年双十一活动中对猫砂的销售模式进行了调整,以及2025年下半年以来推广猫粮 新品的前期投入,导致高爷家2025年经营情况与本次交易筹划期初的预期发生了一定变化,从而导致公司与交易对方未能就本次交易估值等核心商业条 款达成一致意见,为切实维护上市公司和广大投资者长期利益,经公司与交易各相关方友好协商、认真研究和充分论证,基于审慎性考虑,决定终止本 次交易事项,并与交易对方签署相关终止协议。 依依股份还表示,目前公司生产经营情况正常,本次交易终止不会对公司的生产经营和财务状况造成重大不利影响,不 ...
给不给摩托车上高速,可以探索一个精细化管理方案
Nan Fang Du Shi Bao· 2026-02-12 15:30
据南都N视频报道,春节前夕,中国摩托车商会致函湖南省人大常委会,就该省拟推行"摩托车禁止上 高速公路"政策进行"劝阻",恳请当地研究调整"一刀切"禁止措施,由"全面禁止"改为"分类管控"。 但"管得住"需要前置投入,要修订收费系统,要与导航平台协同发布提示,要培训一线执法人员区分合 法骑行与危险驾驶,要在事故定责时摆脱"摩托车上路就是原罪"的惯性思维。每一件都需要跨部门协 调,每一件都比"加块禁令牌"麻烦。 而"禁"呢?一块牌子,一纸通告,决策成本低、执行成本低、追责风险低。这种"麻烦回避型治理"极易 形成路径依赖。 当前,《湖南省高速公路条例(修订草案)》仍处于立法审议阶段,中国摩托车商会选择正式致函立法机 关表达意见,提出建议,应该说是成熟的行业治理参与,值得肯定。商会没有全盘否定地方的安全管理 诉求,而是提出了一套替代方案:分类管控、试点先行、排量门槛、完善标志、多方论证。这不是"管 不管"的分歧,而是"怎么管"的切磋。 其实,湖南也并非没有能力做精细化管理。据称,该省高速公路智能化监控覆盖率居全国前列,ETC门 架系统、视频监控、气象感知设备一应俱全,技术上完全有能力识别摩托车号牌、监测车速、限制特定 ...
与崩坏的联名周边被吐槽破损!安踏官方客服致歉:将补发周边
Nan Fang Du Shi Bao· 2026-02-12 15:15
Core Viewpoint - Recent consumer complaints have emerged regarding damaged merchandise from the collaboration between Anta and miHoYo's "Honkai: Star Rail," raising questions about Anta's commitment to product quality and user experience [2][3]. Group 1: Consumer Complaints - Multiple consumers reported receiving damaged collaborative products, leading to dissatisfaction with Anta's handling of user experience [2]. - Complaints included issues such as visible creases on merchandise, damaged shoe boxes, and product defects, with many consumers expressing frustration over the quality of packaging [3][5]. - Some consumers criticized the inadequate size of the shipping boxes, which resulted in bending of items like the laser tickets included with the products [5]. Group 2: Company Response - Anta has issued an apology to affected consumers and promised to resend damaged items, with shipments expected to begin on February 24 due to limited logistics capacity during the Spring Festival [2]. - Customer service indicated that the damage was primarily due to rough handling during shipping and acknowledged the need for improvements in packaging [2]. - Despite the apology, some consumers reported dissatisfaction with the compensation offered, which included a mere 10 yuan, feeling it did not adequately address their concerns [5]. Group 3: Sales Performance - As of February 12, the collaborative products were listed as sold out on Anta's official mini-program, indicating strong initial demand [12]. - Anta's announcement on January 20 revealed that the retail sales revenue for the Anta brand experienced low single-digit growth year-on-year for 2025, while the FILA brand saw mid-single-digit growth, and other brands reported a significant increase of 45%-50% [12].
房子、豪车、100克金条……深圳多家公司,已发巨额年终奖励
Nan Fang Du Shi Bao· 2026-02-12 14:39
岁末年初,又到了各个企业举办年会,晒年终奖的时候。 2月11日晚,影石Insta360在深圳举办年会,现场有员工抽中百万大奖。就在年会前,影石创新已经晒出了年会抽奖清单,除了特别贡献奖和特别贡献大大 奖这两项神秘大奖,还包括重达36克影石定制金钞、iPhone17Pro手机、拓竹P2S3D打印机等丰厚奖品,这份奖品清单总价值约超过300万。 12日下午,影石CEO刘靖康在微博发文称,"很多时候,激发高端人才的人心靠成就感、荣誉感或价值共鸣,但直接的物质激励也很重要。" 一名影石创新的员工告诉南都.湾财社记者,特别贡献奖是一辆价值160万左右的保时捷,特别贡献大大奖送出多套房产。影石Insta360的年会,常常因 为"壕无人性"的年会福利而出圈,该公司已连续多年向员工赠送汽车和黄金,累计送出27台新车,总价值超900万元。 而近日,另一家深圳公司拓竹科技也因为丰厚的年终奖冲上热搜。据智通财经报道,拓竹科技2025年年终奖发放总额较2024年增长超过50%。其中,在员 工年终激励中,奖金金额和折算月份最高值分别超过200万元和25个月。 一名拓竹员工也向南都.湾财社记者表示,虽然公司刚成立五年,但拓竹在员工激励和 ...