Group 1 - The article emphasizes the importance of practicing frugality and opposing food waste during the Spring Festival, encouraging consumers to plan meals according to actual needs and promote the "Clean Plate Campaign" [1] - Consumers are advised to be cautious when purchasing health foods, ensuring they do not replace medical treatments and to buy from reputable sources while being wary of exaggerated claims [2] - The article highlights the need for parents to pay attention to their children's eye health during the holiday, recommending outdoor activities and proper screen time management [3] Group 2 - Parents are encouraged to choose compliant extracurricular tutoring for their children, focusing on reputable institutions and adhering to national policies to reduce academic burdens [4] - Consumers are warned to be prudent with large prepaid charges during the holiday season, assessing their needs and the credibility of merchants to avoid financial risks [5] - The article advocates for green and minimalistic consumption, urging consumers to resist excessive packaging and prioritize the quality and emotional value of gifts over extravagant packaging [6]

当前国内沥青市场呈现"成本端强支撑、供需端两弱"的格局，叠加中东地缘局势、原料供应变动等热点事件扰动，沥青 现货价格震荡上行。 随着春节假期临近，国内沥青市场进入节前淡季收尾、节后预期酝酿的关键窗口。预计节后沥青市场供需逐步改善，叠 加原料支撑等因素，价格或延续上涨态势。 另一方面，春节假期后（2月中下旬）预计沥青市场供需将逐步改善，价格或走高。 具体来看，预计春节假期结束后，国内物流逐步恢复，下游终端企业陆续复工复产，沥青市场将逐步进入复苏阶段，叠 加"十五五"开局之年基建政策的托底作用，一季度或将有基建项目"抢装"，市场供需将逐步改善，或支撑沥青现货价格 走高。 其中在供应端，炼厂将逐步恢复开工，复产节奏加快，3月份沥青产量预计将出现环比增长；同时原料供应约束可能逐 步显现，马瑞原油缺口逐步扩大，替代原料成本上涨将增加炼厂生产成本，可能制约炼厂开工复苏速度，部分炼厂可能 因原料短缺调整排产计划，整体供应呈现"逐步复苏、受原料约束"的态势。 需求端，随着气温回升，国内道路施工、防水行业将逐步复工复产，需求将呈现"逐步回暖"态势；同时，2026年为"十 五五"开局之年，专项债对经济的托底作用可能逐步显现，或将 ...

据海峡股份介绍，为避免港口拥堵，请司机务必通过官方平台提前购票，切勿盲目到港。目前，出岛方向（海口至徐闻）船票预售期延长至30天，进岛方向 （徐闻至海口）为15天，港口线下不售卖小车过海船票。建议旅客错峰出行，并结合票务情况灵活调整出行计划。若高峰时段船票售罄，可尝试使用官 方"船票候补"功能，系统将按订单顺序自动匹配释放票源，不收取额外费用。 据海南海峡航运股份有限公司（以下简称"海峡股份"）信息，近期新能源车辆通过琼州海峡进出海南岛需求大幅增长。今年春运期间，预计进出岛新能源车 将达20.4万辆次，同比增长59.7%。海峡股份针对广东、四川、湖南、广西、河南、重庆、贵州、河北、浙江等海南冬季主要客源地游客，发布出行提示， 建议旅客通过提前购票、错峰出行、开通候补功能等措施，确保新能源车安全有序过海。 为应对春运客流高峰，海峡股份已加强船舶运力调度与动态票务信息发布。未来还将持续优化运输组织与服务流程，确保海峡通道畅通。（叶文华） 编辑：赵鼎 针对春运期间票务紧张可能引发的非法代购行为，海峡股份强调，旅客需通过官方正规渠道购票，切勿轻信"黄牛"及各类非法代购人员，以免遭受财产损 失。官方平台已优化候补流程： ...

Core Viewpoint - The merger negotiations between major mining companies Rio Tinto and Glencore have collapsed due to valuation disagreements [1][2]. Group 1: Merger Negotiation Breakdown - Rio Tinto announced it would no longer consider a merger with Glencore, stating that it could not reach an agreement that would create value for its shareholders [1]. - Glencore's proposal included key terms that would allow Rio Tinto to retain the positions of Chairman and CEO, but Glencore felt this undervalued its contribution to the merged entity [1][2]. - Prior to the negotiations, the overall valuation split between Rio Tinto and Glencore was 69% to 31%, with Glencore seeking a more equitable 60% to 40% distribution [1][2]. Group 2: Valuation Perspectives - Glencore argued that the 69:31 ratio did not fairly reflect its long-term value creation potential through the merger, as it was based on a short-term market snapshot [2]. - The proposed 60:40 ratio was seen as a better representation of Glencore's asset portfolio, particularly its copper resource projects, which are expected to contribute significantly in the future [2]. - Analysts noted that Rio Tinto's withdrawal from negotiations could lead to challenges in diversifying its operations, particularly in copper, while being overly reliant on iron ore [2].

Core Viewpoint - Cuba's President Diaz-Canel announced a series of measures to transform the national energy structure and increase the share of renewable energy in electricity production in response to a new round of U.S. oil sanctions [1] Group 1: Renewable Energy Initiatives - Cuba will continue to advance renewable energy projects and accelerate the deployment of photovoltaic facilities [1] - The country aims to enhance renewable energy storage capacity [1] Group 2: Domestic Energy Production - Cuba plans to increase domestic crude oil and associated natural gas production [1] - There will be efforts to improve energy utilization efficiency and enhance refining and fuel storage capabilities [1] Group 3: Oil Import Policy - President Diaz-Canel emphasized that Cuba will continue its oil import activities, asserting it as "Cuba's sovereign right" [1]

Core Viewpoint - Amazon reported a 14% increase in net sales for Q4 2025, reaching $213.4 billion, with a net profit of $21.2 billion, up 6% year-over-year. The company raised its capital expenditure forecast for 2026 to $200 billion, significantly impacting its stock price, which fell over 11% in after-hours trading [2][4]. Group 1: Financial Performance - Q4 2025 net sales increased by 14% to $213.4 billion, slightly above analyst expectations [3]. - AWS revenue grew by 24% year-over-year to $35.58 billion, marking the highest growth rate in over three years [3]. - AWS operating profit for Q4 was $12.47 billion, a 17.3% increase year-over-year, with an operating margin of 35.0%, down from 36.9% a year earlier [3][4]. Group 2: Capital Expenditure Plans - Amazon's capital expenditure for 2026 is projected to reach $200 billion, nearly double that of Meta's expected spending for the year [2][4]. - The 2025 capital expenditure was approximately $131 billion, indicating a significant increase in investment to meet rising demand in AI and cloud services [4]. - CEO Andy Jassy emphasized that the majority of the increased spending will be directed towards AWS, highlighting the strong demand for AI-related services [4]. Group 3: Market Reactions - Analysts have mixed reactions to Amazon's capital expenditure plans, with Morgan Stanley viewing it as a strong bet on AI and cloud computing, while Goldman Sachs expressed concerns about short-term profit pressures [5]. - The scale of Amazon's investment exceeds market expectations, reflecting confidence in AI-driven growth [5]. - Other tech companies are also ramping up their capital expenditures in AI, with Alphabet and Meta announcing significant spending plans for 2026 [5].

修改《城市绿化条例》等行政法规，调整了已变更的机构名称和职责划转涉及的机构名称，更好地适应 当前我国行政管理体制实践。 修改《风景名胜区条例》等行政法规，完善有关规划审批制度，与国家有关改革政策做好衔接。 修改《中华人民共和国河道管理条例》等行政法规，与新修订的《中华人民共和国行政复议法》等法 律、行政法规的有关规定保持一致。 国务院总理李强日前签署国务院令，公布《国务院关于修改和废止部分行政法规的决定》，自2026年3 月20日起施行。 为全面贯彻党的二十大和二十届历次全会精神，落实党和国家机构改革精神，推进政府职能转变，营造 市场化、法治化、国际化一流营商环境，着力提升行政法规系统性、整体性、协同性、时效性，国务院 对涉及的行政法规进行了清理，决定对9部行政法规的部分条款予以修改，对2部行政法规予以废止。 废止《乡镇煤矿管理条例》等行政法规，更好地适应当前改革发展实践需要以及有关领域工作实际。 资讯编辑：祝蓉 021-66896654 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 免责声明：Mysteel发布的原创及转载内容，仅供客户参考，不作为决策建议。原创内容 ...

近日，国网河北电力数据显示，"十四五"期间，河北南部电网累计投资约810亿元，重点聚焦华北区域 特高压负荷落地工程、新能源输送通道、雄安世界一流城市电网建设等重点领域，电网建设实现跨越进 阶，为经济社会高质量发展注入强劲动能。 "与'十三五'以基础网架完善为主的建设格局相比，'十四五'河北南部电网建设更突出绿色转型。"国网 河北电力建设部副主任王怀民介绍。"十四五"期间，国网河北电力主网建设实现跨越式突破。1000千伏 特高压保定站、邢台站两项扩建工程先后投运。保西500千伏变电站投运，有力保障太行山沿线300万千 瓦新能源并网送出。蒙西—京津冀±800千伏特高压直流工程开工建设，陇东—山东±800千伏特高压直 流工程全线贯通，有效助力"沙戈荒"基地新能源外送，构建起多能互补、安全可靠的电力供应体系。 在雄安新区，一张世界一流的城市智慧电网正加速成型。"十四五"期间，国网河北电力共投运16座覆盖 不同电压等级的智慧变电站。其中，500千伏雄东变电站、雄安变电站，为雄安供能筑牢骨干网架。剧 村城市智慧能源融合站等220千伏智慧变电站实现站城一体、和谐共融。黄湾村、王家寨绿色智能微电 网，为乡村电网低碳智能化改造 ...

Group 1: Core Insights - China Energy Construction Anhui Electric Power Construction Company has recently won bids for the Hefei Pearl Cultural and Sports Center project and the Zhongmei Xinjie Energy Co., Ltd. 250 MW wind farm project, indicating a strong performance in both infrastructure and renewable energy sectors [1][5] Group 2: Hefei Pearl Cultural and Sports Center Project - The Hefei Pearl Cultural and Sports Center project is located in the Hefei Economic Development Zone, covering approximately 95.3 acres with a planned construction area of about 110,000 square meters [3] - The project will include a multifunctional sports venue, ice sports center, youth activity center, and a comprehensive gymnasium, serving as a landmark public building in the area [3] - Upon completion, the project is expected to fill the gap in cultural and sports facilities in the southern part of Hefei Economic Development Zone, enhancing regional service levels and driving urban functionality and economic development [3] Group 3: Zhongmei Xinjie Energy Wind Farm Project - The Zhongmei Xinjie Energy wind farm project, located in Mingguang City, Anhui Province, is a key renewable energy initiative with a total installed capacity of 500 MW [5] - The project employs a "dual site synchronous promotion" model, with each of the two sites (Lingdong and Lingxi) planned for 250 MW capacity [5] - The awarded Lingdong 250 MW wind farm will install 40 wind turbines, each with a capacity of 6.25 MW, significantly enhancing clean energy supply in the eastern Anhui region and contributing to sustainable economic development [5]

截至2月5日，全球最大的黄金ETF——SPDR Gold Trust的黄金持仓量为1077.95吨，较前一交易日减少4 吨。 免责声明：Mysteel发布的原创及转载内容，仅供客户参考，不作为决策建议。原创内容版权归Mysteel所有，转载需取得Mysteel书面授 权，且Mysteel保留对任何侵权行为和有悖原创内容原意的引用行为进行追究的权利。转载内容来源于网络，目的在于传递更多信息，方 便学习与交流，并不代表Mysteel赞同其观点及对其真实性、完整性负责。 资讯编辑：王芳琴 021-66896877 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 ...