Core Insights - Meituan's LongCat team has released an upgraded open-source model, LongCat-Flash-Thinking-2601, which achieves state-of-the-art performance in key evaluation benchmarks such as Agentic Search and Tool Use [1][3] - The new model demonstrates significant advantages in tool usage generalization, outperforming Claude-Opus-4.5-Thinking in complex tasks that rely on tool invocation, thereby reducing training costs for adapting to new tools in real-world scenarios [1][3] - The model supports a "rethink" mode, allowing it to activate eight independent "thinkers" to execute tasks simultaneously, enhancing the depth of analysis [1][2] Model Performance and Analysis - In a test scenario regarding the winter of 2010, the model provided multiple analyses, ultimately concluding that it was a "warm early winter, cold mid-winter" due to the influence of a strong La Niña event, despite not strictly meeting the cold winter criteria [2] - The system's analysis of the reasons behind the failure of Smartisan Technology highlighted issues such as internal turmoil, lack of management experience, funding difficulties, and an overemphasis on design and marketing at the expense of supply chain management [2] Technical Approach - The LongCat team has developed a diverse and high-intensity training environment for the model, integrating over 60 tools to create complex interdependencies, which enhances the model's generalization capabilities in unknown scenarios [3][4] - The training infrastructure has been expanded to support stable parallel training of large-scale multi-environment agents, maximizing training efficiency and resource utilization by intelligently distributing computational power based on task difficulty and training progress [3] - To address real-world uncertainties, the team has incorporated various types of noise into the training data, simulating API failures and incomplete data scenarios, thereby improving the model's decision-making under adverse conditions [4]

Core Viewpoint - The Chinese government will eliminate the export VAT rebate for photovoltaic products and lithium battery products starting from April 1, 2026, with a transitional reduction in the rebate rate for battery products from 9% to 6% until the end of 2026, followed by a complete cancellation in 2027 [1][2]. Group 1: Policy Impact - The policy aims to reduce trade friction, promote industrial upgrading, and prevent "involution and externalization" of competitive advantages in the lithium battery sector [2][8]. - The expected impact on export VAT rebates is approximately $22 billion in 2026 and $66 billion in 2027, based on projected export growth rates [9]. - The transition period allows companies to adjust prices to mitigate the impact, potentially leading to a surge in exports before the policy takes full effect [2][4]. Group 2: Market Dynamics - The lithium battery export market is experiencing a shift from a traditional off-peak season to a peak season due to the new policy, which is expected to drive demand [3]. - A "scramble for goods" is occurring throughout the lithium battery supply chain, with companies preparing to increase production and stock up before the policy changes [4]. - The price of lithium carbonate futures has surged significantly, with a year-to-date increase of 37.25% as of mid-January 2026, indicating strong market demand [5][6]. Group 3: Industry Strategy - The policy is designed to guide companies away from price competition and towards technological upgrades and brand building, ensuring sustainable development of the industry [7][8]. - Major Chinese battery manufacturers are expanding their production capacity overseas, particularly in Southeast Asia and Europe, which will enhance their global competitiveness and profitability [4][8].

一、双碳要闻 A. 政策指引 1. 央行每年8000亿拓展碳减排支持工具 1月15日，央行公告，为推动经济社会发展全面绿色转型，进一步做好绿色金融大文章，中国人民银行 决定将节能改造、绿色升级、能源绿色低碳转型等具有直接碳减排效应的项目纳入碳减排支持工具支持 领域。碳减排支持工具按季操作，每次操作提供1年期再贷款资金，全年操作量不超过8000亿元。中国 人民银行根据货币政策调控需要确定季度操作量，依据金融机构向支持领域发放的贷款情况以及再贷款 需求，按照政策规定提供再贷款资金支持。 零碳解读：碳减排支持工具拓展了支持领域——一系列调整显示，货币政策正更精准地将金融资源导向 科技创新、绿色转型、普惠金融等重点领域。 2. 两部门关于推进能源气象服务体系建设的指导意见 近日，中国气象局和国家能源局印发关于推进能源气象服务体系建设的指导意见。意见提出，到2027 年，覆盖能源规划选址及供应保障、资源监测预报、防灾减灾、气候生态效应评估、电力市场交易等全 场景和短临至月季年尺度无缝隙的一体化能源气象服务体系基本建立，自主可控的风能太阳能专业数值 模式和能源电力气象人工智能专业模型业务化运行。国省两级建立有技术平台、有 ...

Group 1 - The core focus of the article is that JD.com is expanding its self-pickup delivery service and will launch a promotional campaign on January 18, with some self-pickup food items priced as low as 0.01 yuan [2] Group 2 - The promotional activity indicates JD.com's strategy to enhance its presence in the food delivery market, potentially increasing customer engagement and market share [2] - The low pricing strategy may attract more consumers to try the self-pickup service, which could lead to higher sales volume in the long term [2]

新京报讯(记者张璐)1月16日，第十四届"室内设计6+"联合毕业设计开题报告会在通州区张家湾镇未来 设计园启幕。16所高校团队将为张家湾镇8个指定村落量身打造设计方案，优化村落景点和文化空间布 局，整合当地历史文化与现代旅游需求，助力城乡融合发展。 各高校团队基于前期对张家湾镇域文化、产业及村落现状的初步了解，提出了设计思路，涵盖乡村公共 空间优化、文化资源活化、生态环境提升等多个维度。后续，参与高校团队将深入后青山村、苍上村等 8个村落开展实地调研，与镇政府工作人员、村"两委"成员及村民深入沟通，收集一手素材，细化设计 方案。 高校团队将聚焦张家湾红学文化，挖掘曹雪芹与大运河的历史关联，构建红学IP体系。推动村落多元产 业融合，如研学旅游、生态农业、文创手作等，实现"一村一品"发展。通过存量空间改造、交通优化 等，增强村落空间的互动性。活动将在6月举办终期答辩报告会及学术交流活动，集中展示设计成果， 推动优秀方案落地转化。 张家湾镇党委书记周丰表示，张家湾镇将为高校团队调研创作提供便利条件，推动设计成果与乡村发展 实际需求精准对接。未来，张家湾镇将持续深化校地企合作，将张家湾镇打造成城乡融合发展先行示范 区 ...

新京报贝壳财经讯剑桥科技（603083）1月16日公告，预计2025年度实现归属于上市公司股东的净利润 2.52亿元至2.78亿元，同比增加51.19%至66.79%。报告期内，公司高速光模块业务受益于人工智能和全 球数据中心建设提速带来的旺盛市场需求，以及公司通过嘉善新生产基地投产、马来西亚生产基地产能 爬坡及国内外基地规划扩产的持续性产能布局，订单规模与发货数量同比均大幅增长。 ...

Core Viewpoint - The Chinese tax authorities are intensifying efforts to ensure that residents report and pay taxes on overseas income, with a focus on compliance from 2022 to 2024 [1] Group 1: Tax Compliance and Regulations - Taxpayers are reminded to self-check their overseas income for the years 2022 to 2024, as the tax authorities can retroactively collect unpaid taxes and penalties within three years [1] - Residents are required to pay individual income tax on income earned both domestically and internationally, which aligns with international practices to prevent tax evasion [2][5] - The tax authorities have extended the retroactive tax collection period for overseas income to as far back as 2020 or even 2017 [1] Group 2: Reporting Procedures - Individuals who have a residence in China or reside in China for 183 days or more in a tax year are classified as residents and must report overseas income [2] - The tax authorities have established a specific reporting period for overseas income, which is from March 1 to June 30 of the year following the income's acquisition [3] - The tax department has introduced online reporting features for overseas income through the electronic tax bureau and personal income tax app, facilitating easier compliance for taxpayers [3] Group 3: Enforcement and Penalties - The tax authorities employ a five-step approach to address tax issues, which includes reminders, corrective actions, and potential investigations for non-compliance [4] - Taxpayers are advised to cooperate with tax authorities and provide necessary documentation to avoid penalties and investigations [4] - Non-compliance with overseas income reporting can lead to legal consequences, including penalties and potential audits, especially as China participates in the automatic exchange of financial account information with over 100 countries [5]

Core Viewpoint - The new regulations by the State Administration for Market Regulation aim to establish clear guidelines and responsibilities for food safety in live e-commerce, set to be implemented on March 20, 2026 [1] Group 1: Regulatory Framework - The regulations will create a collaborative mechanism involving regulatory guidance, platform leadership, and operator responsibility to ensure effective implementation [1] - A two-month transition period has been established to prepare all stakeholders for compliance with the new rules [1] Group 2: Platform Responsibilities - Live e-commerce platforms must revise their internal rules to align with the new regulations, focusing on admission reviews, risk management, and violation handling processes [2] - Platforms are required to enhance their technical capabilities, including optimizing monitoring systems to identify prohibited foods and false advertising [2] - Comprehensive compliance training for food safety managers, live stream operators, and marketing personnel is essential to ensure understanding of the new regulations [2] Group 3: Operator Responsibilities - All relevant operators, including food producers, live marketing personnel, and service agencies, must conduct self-compliance checks against the new regulations [2] - Food producers must ensure accurate public disclosure of licensing and registration information, while live marketing personnel need to verify the robustness of product selection systems [2] - Service agencies should improve management and verification processes for marketing personnel, and operators must establish internal training systems to ensure compliance with the new requirements [2] Group 4: Ongoing Support - During the transition period, the market regulatory department will enhance guidance and support to help all responsible parties address gaps and prepare for the regulations' full implementation [2]

1月16日，一架以军"猫头鹰"直升机在约旦河西岸被吊运时从数十米高空坠落。当日这架以军"猫头 鹰"直升机因机械故障无法起飞，以军出动一架"野牛"运输直升机将其吊起运往维修地点。但起飞后不 久，这架"猫头鹰"直升机在空中脱落。坠落地点离一处以色列犹太人定居点非常近。目前该事故未致人 员伤亡。 ...

1月16日，俄罗斯联邦安全局克里米亚分局称，俄19岁男子受乌方指使计划发动恐袭。 监控拍下男子购买燃料画面，他还纵火焚烧塞瓦斯托波尔一火车站的电池柜。报道称，他还购买了气枪 用于拒捕并试图焚烧另一变电站，目前他已被拘留。 俄警方已对男子涉嫌恐怖主义相关罪行立案调查，报道称最高刑罚可达20年监禁。 ...