Nan Fang Du Shi Bao
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十余人团队撬动近3亿营收
Nan Fang Du Shi Bao· 2026-02-05 23:15
迎新春活动上的糖画摊。 春入前海,万象更新。2月3日,前海深港青年梦工场北区,大红灯笼高挂,活色生香的民俗摊位一字排 开。非遗糖画转盘在指尖飞旋,拓印的红纸在风里抖动。两百余名深港创业青年、科研大拿围坐在一 起,在热气腾腾的盆菜宴中,提前拆开新春的"福气"。 "这里灯亮了,人也多了" 盆菜讲究层层铺叠,荤素交融、滋味互渗,像极了此刻的前海,不同背景的人聚在一起,梦想与机遇在 锅中翻腾,共煨一席时代的盛宴。 夜幕初临,灯火渐明,前海深港青年梦工场人声鼎沸,香港永年饮食发展有限公司主席刘逸轩忙着照看 摊位和客人。他感慨:"灯亮了,人也多了"。他聊起当下的经营,颇有信心:"随着越来越多公司入驻,在 这边工作的人变多,我们的生意是稳步增长的"。 与人气一同升温的,是前海逐渐成形的生活密度。前海深港青年梦工场北区港青驿站长期保持100%入 住率,工位之外,青年们开始在这里安顿起更完整的日常。商业配套中,港资占比超过81.2%,从餐 饮、零售到服务业,这里的"港风港味港服务",就流淌在柴米油盐的日常里,让离家的青年在追梦途 中,也能在转角处遇见熟悉的烟火气。 去年梦工场吸引超700家团队申报 187家优质企业成功入驻 这 ...
多款金融类App被通报
Nan Fang Du Shi Bao· 2026-02-05 23:13
Core Viewpoint - The National Cybersecurity Incident Response Center has identified 72 mobile applications that illegally collect and use personal information, including several financial apps, highlighting significant compliance issues in the industry [1][2]. Group 1: Overview of Violations - A total of 72 mobile applications were flagged for illegal collection and use of personal information between December 26, 2025, and January 20, 2026 [1]. - Among the flagged apps, several financial applications were noted, including Zhongshan Securities, Dazhihui, Guotai Junan Futures, and Wukuang Futures [1]. Group 2: Specific Violations in Financial Apps - Dazhihui was found to have the most violations, totaling six, including failure to clearly inform users about privacy policies and collection practices [2]. - Specific violations included not providing clear consent mechanisms, not listing the purposes and methods of data collection, and failing to inform users about third-party data sharing [2][3]. - Other issues included inadequate options for users to correct or delete their personal information and lack of mechanisms for withdrawing consent for data collection [3].
寿险银保渠道保费增速榜 透视三大阵营分化
Nan Fang Du Shi Bao· 2026-02-05 23:13
Core Insights - The article discusses the increasing trend of banks promoting insurance products, driven by the ongoing "deposit migration" and the urgent need for banks to boost their intermediary business revenue [2][6] - The insurance industry is witnessing a competitive landscape in the bancassurance channel, with significant growth in premium income, particularly among leading insurance companies [3][6] Group 1: Industry Trends - In 2025, the bancassurance channel for life insurance is expected to see an overall premium growth rate of approximately 10%, with leading insurers outperforming the industry average [3] - The "old seven" life insurance companies (including Ping An Life and China Life) achieved over 40% growth in bancassurance premiums, with Ping An Life leading at a remarkable 163% year-on-year increase [3][6] - The total premium income of the insurance industry surpassed 6 trillion yuan in 2025, marking a 7.4% year-on-year growth, with life insurance companies contributing significantly [6] Group 2: Competitive Landscape - There is a clear division among bank-affiliated insurance companies, with some experiencing significant growth while others face declines; for instance, Everbright Life Insurance saw a 111% increase, while others like China Merchants Life faced negative growth [4][5] - Foreign and joint venture insurers, although smaller in size, are achieving impressive growth rates by focusing on high-net-worth clients and long-term value services [5] Group 3: Strategic Developments - The removal of restrictions on the number of insurance companies a single bank branch can partner with has expanded product selection and improved matching with customer needs [7] - Insurers are actively enhancing their bancassurance channel strategies, with predictions indicating that new business value growth will be primarily driven by this channel in 2026 [8][11] - Major insurers are establishing extensive partnerships with banks, with China Life collaborating with over 100 banks and other companies also expanding their banking partnerships [9][11]
美团收购叮咚买菜,总价近50亿元
Nan Fang Du Shi Bao· 2026-02-05 18:15
Core Viewpoint - Meituan announced the acquisition of Dingdong Maicai's China business for $717 million, valuing Dingdong at $1.006 billion, which will integrate its financial performance into Meituan's reports [1][3]. Group 1: Acquisition Details - The acquisition agreement includes the purchase of 100% equity of Dingdong Maicai's China operations, with the overseas business excluded from the deal [1]. - The transaction is expected to close within 12 months, or the agreement can be terminated [1]. - Dingdong Maicai will continue to operate under its current model during the transition period [1]. Group 2: Strategic Rationale - Meituan emphasizes the importance of grocery retail in its long-term development strategy, aiming to leverage Dingdong's supply chain capabilities and customer base [3]. - Dingdong operates over 1,000 front warehouses in China and has over 7 million monthly purchasing users, showcasing its strong market presence [3]. - The merger is expected to enhance both companies' strengths in product offerings, technology, and operations, improving consumer experience [3]. Group 3: Founder's Perspective - Dingdong's founder, Liang Changlin, expressed that the decision to merge with Meituan is a forward-looking choice, aiming for collaboration rather than competition [3][8]. - He highlighted Dingdong's strong supply chain capabilities, with over 85% of fresh products sourced directly, and significant growth in various product categories [7][14]. - Liang reassured employees that their jobs and the company's operational stability would remain intact post-acquisition [9][10]. Group 4: Market Context - The acquisition reduces competition in the instant retail market, as Dingdong's integration into Meituan may lead to its gradual marginalization [17]. - Dingdong's recent financial performance shows a slowdown in revenue growth, with Q3 2025 revenue at 6.662 billion yuan, a 1.90% year-over-year increase, and a net profit decline of 37.86% [16].
“马斯克团队考察光伏产业链”,多家巨头回应
Nan Fang Du Shi Bao· 2026-02-05 16:21
2月4日,有市场传闻称,马斯克团队近期走访了中国多家光伏企业,考察项目涉及设备、硅片、电池组件等环节,其中重点考察了有异质结、钙钛矿技术 路线的光伏企业。当日,协鑫、晶科能源(688223.SH)、TCL中环(002199.SZ)等上市公司确认与马斯克团队有过接洽。 对此,多家光伏产业链公司在回应中强调,目前并未与马斯克团队达成实质性合作,并提示"太空光伏"仍处早期阶段,投资者应理性看待相关概念;且光 伏调整期下公司业绩处于大幅下滑或亏损态势,提醒投资者审慎投资。 光伏板块上市公司2月5日走势,截至5日午间收盘 上市公司回应: 尚未开展合作,"太空光伏"处于探索期 2月4日晚,晶科能源发布股票异动公告表示,公司关注到近期资本市场对"太空光伏"等概念关注度较高,相关板块二级市场表现较为活跃。目前"太空光 伏"尚处技术初步探索阶段,产业化进程受技术发展、行业政策、市场环境等多方面因素影响,未来技术应用与产业化落地仍需要一定的时间周期。截至 目前,公司主营业务产品仍聚焦于地面光伏领域,公司未有涉及"太空光伏"的订单收入,未对公司经营业绩造成影响,请投资者 注意理性判断。 晶科能源进一步指出,截至目前,公司未与马斯克 ...
越秀地产发布“理想社区”计划!更多功能填补社区服务空白
Nan Fang Du Shi Bao· 2026-02-05 15:42
越秀地产广州区域坚持"走出去",联动优质资源,为业主打造更优质的生活体验:与广州图书馆深度合 作,在阅璟台落地社区图书馆,提供"读、购、借"一站式服务,让书香浸润日常;联动越秀食品,整合 趣香、皇上皇等老广熟知的老字号,打造社区食品集合店,让业主在家门口就能享受地道老广风味。 根据"2026理想社区计划",越秀地产2026年将持续加码理想社区建设,预计覆盖8+个核心项目,打造 20+个待落地配套功能空间,全面覆盖四大类12种核心功能,填补社区服务空白,让更多业主享受到完 整社区的便捷与温暖。 据相关负责人介绍,在资源协同上,越秀地产将持续深化内外部联动:对内,联动越秀食品、越秀康 养、越秀服务等集团优质资源,实现资源共享、优势互补,让高品质生活体验无缝融入社区日常;对 外,深化与广州图书馆、市民政局等外部伙伴的合作,拓展服务边界、提升服务品质,构建"政府引 导、企业运营、社会参与、业主共建"的理想社区生态,让社区更有活力、更有韧性。 在社群运营上,已扶持约160位社区主理人同行,未来还将持续深化业主共建模式,培育更多优质社 群,扶持更多业主主理人,举办更多元化的社区活动,让"人人共建、人人共享"的理念深入人心 ...
最新报告预测:中国今年光伏发电能力将增25%,风电增2%
Nan Fang Du Shi Bao· 2026-02-05 15:39
南都讯记者王玮发自北京 2月5日,《全球风光水发电能力年景预测2026》成果发布会在中国气象局举行。会议由 中国气象局国家气候中心与全球能源互联网发展合作组织(以下简称"合作组织")联合举办。 2月5日,《全球风光水发电能力年景预测2026》成果发布会在中国气象局举行。 中国气象局党组成员、副局长熊绍员指出,我国电力系统已迈入"新能源主导"的新阶段,截至2025年底可再生能 源装机占比超六成。在能源格局重构与气候变化背景下,新型电力系统对气候资源评估、极端灾害预警需求迫 切,气象与能源融合成为能源安全保障的关键举措。中国气象局深耕能源气象领域,构建资源评估与预报体系、 深化行业协同。此次发布的2026年《全球风光水发电能力年景预测报告》,能够为电力规划和交易等提供科学参 考。 《全球风光水发电能力年景预测2026》。 熊绍员表示,中国气象局与国家能源局已联合印发《关于推进能源气象服务体系建设的指导意见》,未来将聚焦 三大重点:一是完善能源气象监测预报预警业务,发展人工智能预报模型;二是深化气象成果在新能源全链条的 精准应用;三是共建创新平台,联合攻关关键技术、研制标准,深化全球合作与产学研融合。此举将为新型能 ...
学位扩容1.9万个、春秋假优化!两会专访佛山市教育局局长
Nan Fang Du Shi Bao· 2026-02-05 14:37
教育,一端系着千家万户的切身福祉,一端连着制造业大市迈向高质量发展的长远根基。从"有学 上"到"上好学",从"规模扩张"到"内涵提质",在人口结构变化与城市能级跃升的双重背景下,佛山教 育正站在新的发展路口。 2026年佛山市两会期间,政府工作报告明确将以更大力度保障和改善民生,办好人民满意的教育。面对 学龄人口变化与市民对优质教育日益增长的期盼,佛山教育如何布局未来?佛山市教育局局长黎妍接受 南方都市报专访,回应两会关切,解读"十五五"佛山教育的变革路径与民生承诺。 学位供给 从"扩规模"到"提质量"的双轨并进 对于一座人口持续流入的制造业大市,学位供给始终是民生基石。黎妍表示,学位建设仍是佛山今后一 段时期的重点任务。在2025年新增1.5万个基础教育公办学位的基础上,"十五五"开局之年,佛山计划 再新增基础教育公办学位1.9万个,其中普通高中学位0.8万个,并通过多种途径持续扩大高中学位供 给。 然而,仅仅"装得下"远远不够。黎妍强调,佛山正借学龄人口变化的窗口期,推动基础教育核心任务 从"扩规模"转向"提质量"。"高质量的公平,是我们追求的目标。"为此,佛山将落实打破镇域、区域边 界,采取以强带新、以 ...
广州去年对APEC其他经济体外贸额占外贸总额约六成
Nan Fang Du Shi Bao· 2026-02-05 14:30
Group 1 - The APEC high-level meeting in Guangzhou coincides with the "Integrating APEC, Sharing New Opportunities" policy empowerment and investment promotion salon organized by the Guangzhou Municipal Bureau of Commerce [1] - Approximately 60,000 foreign-funded enterprises are currently operating in Guangzhou, including 368 Fortune 500 companies, with actual foreign investment reaching 25.19 billion yuan in 2025, a year-on-year increase of 9.1% [3] - Foreign enterprises, constituting less than 2% of the total number, contribute nearly 20% of the revenue in the regulated service industry, 30% of total imports and exports, and 40% of the industrial added value in Guangzhou [3] Group 2 - Guangzhou is leveraging systematic institutional innovation to provide high-quality development opportunities for global capital and enterprises, focusing on nine key sectors for foreign investment [5] - The city has established over 50,000 enterprises from APEC economies, with actual foreign investment nearing 120 billion USD, accounting for over 80% of the city's total foreign investment [3] - The salon highlighted recent policies aimed at stabilizing foreign investment and promoting openness, offering a "policy package" for foreign enterprises [5] Group 3 - The Guangzhou Municipal Bureau of Commerce has conducted 73 policy briefings and served over 7,500 enterprises in the past year, enhancing service precision and timeliness [6] - The bureau plans to upgrade its enterprise service initiatives, focusing on domestic circulation and international market connections, particularly with APEC economies [6] - The city aims to create a comfortable development environment for both domestic and foreign enterprises, promoting mutual growth in a diverse industrial ecosystem [5][6]
专精特新中小企业年营收超八千亿!广州将建设培育赋能中心
Nan Fang Du Shi Bao· 2026-02-05 14:30
部分传统产业企业有望成为"小巨人" 今年1月,工业和信息化部发布新版《优质中小企业梯度培育管理办法》(以下简称《办法》),对专 精特新中小企业认定标准、"小巨人"企业认定标准进行了完善。 活动现场,广东省工信厅、广东省发改委、广东省科技厅评审专家曾国富以"政策解读+案例分析"的形 式,对重点"小巨人"、专精特新"小巨人"企业申报要点展开解读。 《办法》中,专精特新"小巨人"企业认定标准有较大的变化,企业主导产品的范围有所拓展。属于改造 提升传统产业、培育壮大新兴产业、布局建设未来产业,位于产业链关键环节,对提升产业链供应链韧 性和安全水平发挥重要作用的产品均可纳入。曾国富指出,这一变化将使部分传统产业企业,如矿业、 冶金、化工、轻工、纺织、机械、船舶、建筑等产业领域企业认定专精特新"小巨人"成为可能。 2月4日,广州市工业和信息化局举办全市重点专精特新"小巨人"政策宣贯活动。南都N视频记者从活动 中获悉,截至2025年底,广州市全市累计培育专精特新"小巨人"企业482家、重点"小巨人"企业74家、 专精特新中小企业7175家,专精特新企业年度营业总收入超过8000亿元,成为本市发展新质生产力的重 要力量。 曾 ...