Core Viewpoint - The company, Ninebot, is expected to achieve a net profit of between 1.67 billion to 1.85 billion yuan in 2025, representing a year-on-year growth of 54.04% to 70.64%, showcasing strong operational resilience and growth quality in a challenging industry environment [2][3]. Group 1: Financial Performance - Ninebot's net profit is projected to increase significantly by 54% to 71% in 2025, highlighting the maturity of its profit model and operational efficiency despite industry pressures [3]. - The company has invested heavily in research and development, with R&D spending reaching 872 million yuan in the first three quarters of 2025, a 59% increase year-on-year, indicating a commitment to innovation [3]. Group 2: Market Position and Strategy - Since entering the electric two-wheeler market in 2019, Ninebot has focused on a "smart" core strategy, achieving a 70% market share in the domestic smart electric two-wheeler segment, reinforcing its position as a leader in smart mobility [4]. - Ninebot has established a dual-brand strategy with "Ninebot" and "Segway" to expand globally, aiming to transition from "product export" to "brand export" and capture high-value markets traditionally dominated by fuel-powered vehicles [6]. Group 3: Product Development and Innovation - The launch of the "Nimble OS" has strengthened Ninebot's technological moat in software and systems, contributing to its competitive edge in the market [3]. - The company has successfully transitioned its product structure to focus on the mid-to-high-end market, leading in sales within the 4,000 yuan and above price segment, reflecting a shift from "cost performance" to "quality-price performance" [4]. Group 4: Future Outlook - With the milestone of over 10 million units sold, Ninebot is expected to reveal more positive details regarding gross margins, regional growth, and ecosystem revenue in its upcoming annual report, indicating a promising future [6]. - The ongoing dual-brand globalization and continuous AI technology integration are anticipated to unlock greater long-term value for Ninebot in the capital market [6].

Core Viewpoint - The National Cybersecurity Incident Response Center has identified 72 mobile applications that illegally collect and use personal information between December 26, 2025, and January 20, 2026 [1] Group 1: Financial Apps Involved - Several financial apps are among the 72 identified, including Zhongshan Securities, Dazhihui, Guotai Junan Futures, and Wenkang Futures [2][3] - Dazhihui has the highest number of violations, totaling six specific issues related to user consent and privacy policy transparency [4] Group 2: Specific Violations of Dazhihui - The app failed to clearly prompt users to read the privacy policy upon first use and used default consent mechanisms [4] - The privacy policy did not adequately detail the purposes, methods, and scope of personal information collection [4] - Dazhihui did not inform users about third parties receiving their personal information without explicit consent [4] - The app lacked effective features for users to correct, delete personal information, or cancel their accounts [5] - There was no easy way for users to withdraw consent for personal information collection [5] - The app did not have specific rules for handling personal information of minors and did not obtain parental consent [5] Group 3: Regulatory Attention on Financial Apps - Financial apps, particularly brokerage apps, have been under increasing regulatory scrutiny, with multiple apps being named for violations in 2025 [6] - The Shanghai Communications Administration reported several brokerage apps, including Shenwan Hongyuan and Dongfang Securities, for similar issues [6] - Legal experts emphasize the need for enhanced user identity verification and transaction monitoring to protect user rights in financial apps [6]

"AI新治向"栏目，以相辅相成、相互促进的新闻报道、研究报告与专题活动，赋能生成式人工智能的安 全发展，积极回应新的时代命题。以前瞻深耕匹配社会需求，以媒体价值服务技术发展，"AI新治向"栏 目下的报道和研究均能得到相关企业平台的重视，更实现了与管理方向的同频共振，成为AI生态圈的 重要一环。 "AI新治向"栏目重点关注的话题。 1月29日，中国科技新闻学会发布2025年度"十大科技热词"，"AI治理"入选。 当前，AI治理已上升为关乎发展全局的战略命题，"十五五"规划建议明确提出"加强人工智能治理，完 善相关法律法规、政策制度、应用规范、伦理准则"。面对技术迭代与安全风险交织的局面，参与AI系 统性治理是媒体的应尽之责。正如中宣部副部长、国务院新闻办公室主任莫高义在2025中国新媒体大会 开幕式暨主论坛上所说，媒体要加强宣传引导，旗帜鲜明抵制技术滥用行为，增强全社会的科学素养和 网络素养，为新技术规范使用和行业健康发展营造良好环境。 作为网络生态建设者，媒体在真实传播、理性引导、精准监督、素养教育等方面作用关键。2025年以 来，南方都市报、南都大数据研究院"AI新治向"栏目以实测捕捉风险，以调研厘清乱象， ...

2月3日，西贝相关负责人就此事向南都记者表示，"公司已关注到网络上关于西贝闭店的信息，综合考 虑公司的运营成本与实际情况，公司确于1月15日向涉事门店所在商场提出暂停营业申请，目前正与合 作方保持积极沟通，已达成了双方均认可的方案，正在持续落实推进，顾客储值余额可在全国任意西贝 门店正常使用。" 此前曝光于网络的告知函图片显示，该函来自深圳市海雅缤纷城商业有限公司，致深圳西贝喜悦餐饮有 限公司。 告知函称，"西贝在海雅缤纷城经营已近十年，积累了大量会员。此次因为预制菜的舆论风波，西贝于1 月15日向商场发函申请2月28日停止营业，公司深知此次舆论事件对西贝经营的影响，也提供多种方案 与公司一起共渡难关。但西贝却舍弃最基本的契约精神，不顾店铺会员的权益，在未经海雅缤纷城书面 同意的情况下，西贝单方于1月31日晚欲清空所有的物品，选择了最不体面的方式逃场。" 告知函中还提及，"西贝的行为已严重影响购物中心的整体运营规划与品牌环境协调，亦损害了双方基 于合同建立的商业互信。鉴于此，海雅缤纷城要求西贝即刻恢复正常营业，担负起承租者最基本的契约 精神。" 近日，一份"深圳海雅缤纷城要求西贝即刻恢复营业"的告知函，在网络 ...

日前，美国、伊朗和中东地区多国都在释放美伊谈判信号。当地时间2月2日，据伊朗政府相关人士透 露，伊朗总统佩泽希齐扬下令同美国启动核谈判，伊朗可能在未来几天同美国举行高规格谈判。此外， 白宫和以色列政府官员2日分别证实，美国总统特使威特科夫将于3日抵达以色列。 美国与伊朗谈不谈得拢？双方谈判的诉求分别是什么？未来美伊关系将走向何方？2月3日，有中东问题 研究专家向南都N视频表示，"无论美伊谈判成功与否，在当前情况下美伊关系都很难获得实质性改 善。在对立对抗的主基调下，美伊关系更可能陷入周期性紧张与缓和的循环之中。很难通过这次谈判就 达成一个很好的长期结果，很可能仍只是一种短期的平衡。" "反观伊朗方面则只愿意就核问题进行谈判，这也是双方目前最有可能达成协议的议题。对于弹道导弹 问题，伊朗目前不愿谈判，因为这被视为其安身立命之本。至于'地区代理人'问题，伊朗或许可能作出 某些实质性让步。" 邹志强说。 美国面临"平衡挑战" 白宫和以色列政府官员2日分别证实，美国总统特使威特科夫将于3日抵达以色列，此后威特科夫将与以 总理内塔尼亚胡会面。 美伊均有谈判意愿 当地时间2月2日，针对伊朗问题，美国总统特朗普表示，美方已 ...

2月2日，中国共产党大朗镇第十四届代表大会第五次会议暨镇委经济工作会议胜利召开。会议认真落实 省委"1310"具体部署和市委"九大行动"等部署安排，传达省委十三届八次全会暨省委经济工作会议和市 委十五届十一次全会暨市委经济工作会议精神，全面回顾总结2025年工作，明确2026年工作总体要求与 重点任务。大朗镇党委书记董铁代表镇党委作报告，大朗镇党委副书记、镇长邓柏松对经济工作进行具 体部署。 高质量发展取得新成效 在产业建设方面，成功申办第十届中国纺织非遗大会，建成"大朗优选"七大飞地展馆，第二十二届"织 交会"吸引客商超3万人次。14个"工改工"项目稳步推进，22个市重大项目完成投资超25亿元，全年固定 资产投资53.9亿元，同比增长13.7%，规上工业、高新技术企业分别达649家、354家。 在"百千万工程"方面，大朗成功入选第三批省典型镇培育名单，巷头社区通过第二批省典型村评定。市 轨道交通1号线大朗段4个站点周边环境联动提升全面完成，全年新增停车位超5000个。新彤盛女篮在大 朗主场时隔六年再夺WCBA总冠军，大朗荣获全国群众体育先进单位。 此外，大朗镇在维护稳定、民生保障、党建引领等方面也成果丰硕， ...

一是汽车数据处理者将在国内运营中收集和产生的汽车数据传输至境外；二是汽车数据处理者收集和产 生的汽车数据存储在境内，境外的机构、组织或者个人可以查询、调取、下载、导出；三是符合《个人 信息保护法》第三条第二款情形，在境外处理境内自然人个人信息等其他数据处理活动。 《安全指引》面向研发设计、生产制造、驾驶自动化、软件升级、联网运行等业务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或者通过个人信息出境认证的工作要 求。 其中明确，汽车数据处理者应当申报数据出境安全评估的五类情形，包括向境外提供汽车重要数据；自 当年1月1日起累计向境外提供100万人以上个人信息（不含敏感个人信息）；自当年1月1日起累计向境 外提供1万人以上敏感个人信息；关键信息基础设施运营者向境外提供个人信息；国家有关规定明确的 其他需要申报数据出境安全评估的情形。 南都讯 记者李玲 发自北京 2026年2月3日，工信部等八部门联合印发《汽车数据出境安全指引（2026 版）》（以下简称《安全指引》），旨在指导企业规范开展数据出境活动，提升汽车数据出境便利化水 平。 根据中国汽车工业协会的数据，2025年汽车产销累 ...

Core Viewpoint - The sudden valuation adjustment by Guotou Ruijin Fund led to a dramatic drop in the net asset value (NAV) of Guotou Silver LOF, causing significant investor confusion and concern as the NAV plummeted by 31.5% in a single day, marking a record decline for public funds [2][3][8] Group 1: Valuation Adjustment Details - On February 2, 2026, Guotou Ruijin Fund announced a valuation adjustment for Guotou Silver LOF, referencing the price fluctuations of silver futures in major international markets to ensure the NAV accurately reflects the underlying asset status [3][10] - The adjustment was prompted by a significant discrepancy between the Shanghai Futures Exchange silver futures prices and international market prices, with international silver prices dropping by 31% over two trading days, while the Shanghai prices fell by less than 20% [3][10] - The adjustment aimed to align the fund's NAV with the true international price level, as the previous valuation was deemed to have an inflated value exceeding 10% [3][10] Group 2: Investor Reactions and Market Impact - Following the valuation adjustment, Guotou Silver LOF faced a rapid increase in market skepticism, with discussions on social media questioning the legality and appropriateness of the sudden change [8][10] - Investors who had purchased the fund at a premium faced dual risks due to the sharp decline in silver futures prices and the high premium rate of nearly 90% on the fund's market price [5][6] - The fund experienced a significant sell-off, with over 55 billion yuan in sell orders at the limit down price, indicating a severe market reaction to the valuation adjustment [6][10] Group 3: Compliance and Regulatory Considerations - Legal experts noted that the fund's contract allows for valuation adjustments under specific circumstances, and the adjustment was deemed compliant with industry guidelines, which support fair value adjustments [10][11] - The timing of the announcement raised questions about the adequacy of information disclosure, as investors were not informed prior to the adjustment, leading to potential losses for those who redeemed their shares before the announcement [11][12] - Despite the legal backing for the adjustment, investor sentiment remained negative, with many expressing a loss of trust in the fund management due to the abrupt nature of the change [12][13]

近日，有网友发文称，深圳海雅缤纷城商业公司2月1日发布《关于要求西贝即刻恢复营业的告知函》， 直指深圳西贝喜悦餐饮有限公司"选择了最不体面的方式逃场"，关停位于深圳海雅缤纷城5楼的一家门 店。2月3日下午，南都N视频记者实地走访深圳海雅缤纷城发现，相关门店商铺确已关停，现场有安保 人员值守。咨询客服台工作人员获悉，双方已经在沟通协商中。 2月2日，有网友在社交媒体上发布一则"西贝关店跑了，商场贴告知函催它回复营业"的消息。网帖公布 深圳新安湖实业有限公司与深圳市海雅缤纷城商业有限公司共同署名的一份《关于要求西贝即刻恢复营 业的告知函》显示，深圳西贝喜悦餐饮有限公司单方在2026年1月31日晚欲清空所有物品，"选择了以最 不体面的方式逃场"。 0016 海雅缤纷城 事宜:关于要求西贝即刻恢复营业的告知函 尊敬的客户: 贵司与我司长期以来一直保持着友好合作的关系! 贵司在海雅统纷城经营已近十年,积累了大量的忠实会员。此次因为俄 侧菜的奥论风波,贵可于2026. 01. 15日发函申请2026. 02. 28日修止营业,我 司深知此次奥论事件对贵司经营的影响,也提供的多种方案与费司一起共度难 关。但贵司却含弃最基本 ...

近日，一份"深圳海雅缤纷城要求西贝即刻恢复营业"的告知函，在网络引发关注。告知函称西贝"不顾 店铺会员权益""选择了最不体面的方式逃场"。2月3日，西贝相关负责人向南都N视频记者表示，"公司 确于1月15日向该商场提出暂停营业申请，目前正与合作方积极沟通，已达成双方认可的方案。顾客储 值余额可在全国任意门店使用。" 相关告知函。 此前曝光于网络的告知函图片显示，该函来自深圳市海雅缤纷城商业有限公司，致深圳西贝喜悦餐饮有 限公司。 告知函称，"西贝在海雅缤纷城经营已近十年，积累了大量会员。此次因为预制菜的舆论风波，西贝于1 月15日向商场发函申请2月28日停止营业，公司深知此次舆论事件对西贝经营的影响，也提供多种方案 与公司一起共渡难关。但西贝却舍弃最基本的契约精神，不顾店铺会员的权益，在未经海雅缤纷城书面 同意的情况下，西贝单方于1月31日晚欲清空所有的物品，选择了最不体面的方式逃场。" 告知函中还提及，"西贝的行为已严重影响购物中心的整体运营规划与品牌环境协调，亦损害了双方基 于合同建立的商业互信。鉴于此，海雅缤纷城要求西贝即刻恢复正常营业，担负起承租者最基本的契约 精神。" 同日，深圳海雅缤纷城工作人员向 ...