新华财经上海2月3日电（记者 王淑娟）在首届中国太保科技创新大会上，中国太保透露将试点"AI原生 分公司"。太保科技总经理魏骄华表示，"AI原生分公司"这一行业创新和探索，借鉴了美国Corgi保险公 司的模式，这是全球首家AI原生保险公司。响应中国太保"人工智能+"战略，太保科技率先提出"All in AI"，通过重建认知，重构组织，进而用AI重塑保险。 魏骄华认为，开启"AI+"新篇章，重建认知是关键一步。如果仅将大模型用来提效降本，替代规则化的 简单重复劳动，那投入产出比一定为负。因此，要让大模型如同真正的人类大脑，学习沉淀知识、进行 逻辑思维、重新制定规则、指挥日常执行。在提升AI认知方面，太保已经在行动，过去一年，中国太 保AI素养提升行动已有超7万员工进行学习认证。 "新模式带来显著的运营成本节约和效率提升，并通过精准的个性化服务和风险定价，实现了客户满意 度和盈利能力的进步，预示着保险行业一个全新时代的到来。"魏骄华说。 编辑：谈瑞 "Corgi成为目前美国增长速度最快的AI原生保险承运商之一，验证了该模式在真实保险场景中的可行 性。"魏骄华介绍，Corgi通过专有AI引擎"Hammurabi"（ ...

新华财经北京2月3日电（记者沈寅飞）近期，工业和信息化部等八部门发布《"人工智能+制造"专项行 动实施意见》，为"十五五"期间人工智能技术与制造业的深度融合提供了清晰的发展指引，引发市场广 泛关注。 联想集团董事长兼CEO杨元庆发文表示，"AI向实"是中国制造迈向全球价值链中高端的一次珍贵历史机 遇，立足差异化需求精准构建个人与企业的混合式人工智能是助力实现新型工业化的有效方式。 因此，杨元庆认为，"AI向实"是中国制造迈向全球价值链中高端的一次珍贵历史机遇。只有加速推 动"AI向实"，才能让中国制造把握住本轮产业变革机遇，完成在全球价值链上的跃迁发展。只有全力推 动"AI向实"，才能让实体经济成为中国在当前充满挑战的全球环境下乘风破浪、行稳致远的压舱石。 据了解，联想集团作为深耕科技制造领域的全球化企业，连续多年稳居Gartner全球供应链TOP25榜单， 2025年位列第8，连续四年蝉联亚太榜首。以混合式人工智能为核心架构，联想构建起完整的全栈AI技 术体系，在智能化转型中的探索与成效为行业标杆之一。 杨元庆指出，当前人工智能大模型技术与产业融合应用有三条技术路径：公共智能、私域智能以及将两 者混合并用的 ...

Core Insights - Dongpeng Beverage has officially listed on the Hong Kong Stock Exchange, marking a significant milestone in its 40-year journey in the beverage industry and signaling its ambition to expand globally [2] Group 1: Multi-Category Strategy - Dongpeng Beverage has demonstrated steady growth through a multi-category strategy, evolving from a single flagship brand to a diversified health beverage group [3] - The "Dongpeng Water" electrolyte drink has become a leading brand in China's electrolyte beverage market, with projected revenue nearing 1.5 billion yuan in 2024 and 2.847 billion yuan in the first three quarters of 2025, reflecting a year-on-year growth of 134.78% [3] - The company is actively expanding its product range with the "1+6 multi-category strategy," which includes "Dongpeng Water," "Fruit Tea," and "Hong's Milk Tea," showcasing strong resilience and growth potential [3][4] Group 2: Market Performance - Dongpeng's core brand "Dongpeng Special Drink" has topped the Chinese energy drink market in 2025, maintaining its position as the leading functional beverage since 2021 [4] - Revenue from the energy drink category reached 12.563 billion yuan in the first three quarters of 2025, with a year-on-year increase of nearly 20% [4] - The introduction of innovative products like "Fruit Tea" and "Hong's Milk Tea" aims to meet diverse consumer preferences and enhance market presence [4] Group 3: National Expansion - Dongpeng Beverage has successfully established a nationwide production network with ten major production bases across China, including locations in Anhui, South China, Chongqing, Nanning, Changsha, and Zhejiang [5] - The recent signing of the 14th production base in Chengdu strengthens the company's strategic footprint in Southwest China, supporting its goal of becoming a leading beverage group in China [7] - The company is expanding at an average rate of two new bases per year, creating a robust foundation for high-quality development [7] Group 4: Digital Transformation - Dongpeng Beverage anticipates a revenue exceeding 20.7 billion yuan in 2025, reflecting a year-on-year growth of over 31%, highlighting its competitive advantages in the fast-moving consumer goods sector [8] - The company has developed a digital platform that integrates the entire supply chain, enhancing operational efficiency and market responsiveness [8] - This digital capability allows for precise channel management and marketing investments, creating a virtuous cycle of product development and consumer insights [8] Group 5: Global Ambitions - The listing on the Hong Kong capital market represents a strategic decision for Dongpeng Beverage, showcasing a successful business model that integrates product innovation, national distribution, channel development, and digital operations [9] - The company aims to leverage its strong foundation in the Chinese market to expand its presence on the global stage, promoting Eastern beverage culture and energy [9] - Dongpeng Beverage is well-positioned to bring the energy and wisdom of Chinese consumer goods to a broader international audience [9]

新华财经北京2月3日电 新华500指数（989001）2月3日收盘涨1.52%，报5255.84点。 走势上看，新华500指数（989001）3日早盘高开回落，盘中一度翻绿，午后指数震荡上行，最终显著收涨。指数盘中最高触及5257.71点，最低触及5156.15 点，成分股全天总成交额报9531亿元，成交额较上一交易日有所减少。 成分股方面，晶盛机电、晶科能源、迈为股份、星宇股份等成分股涨幅居前；华泰证券、小商品城、中国银行、闻泰科技等成分股跌幅靠前。 （文章来源：新华财经） ...

成交额方面，寒武纪成交额256.23亿元，位居首位；ST帕瓦成交额1392.12万元，位居末位。 换手率方面，恒运昌换手率为28.78%，位居首位；龙腾光电换手率为0.26%，位居末位。 2月3日，寒武纪早盘盘中一度下跌14.41%。寒武纪午间发布严正声明表示，公司关注到今日网络传播 的关于公司近期组织小范围交流等信息为不实信息，公司近期从未组织任何小范围交流，没有出具过任 何年度、季度营业收入指引数据，相关信息请以公司公开披露的信息为准。午后，寒武纪股价跌幅收 窄，最终收于1128元／股，跌幅9.18%。 经新华财经统计，2月3日，剔除停牌的埃夫特，科创板其余600股平均涨幅3.16%，平均换手率3.15%， 合计成交额2797.65亿元，平均振幅为4.47%。 个股表现方面，奥特维、海优新材收于约20%涨停，涨幅居前；寒武纪下跌9.18%，跌幅居首。 新华财经北京2月3日电科创板两大股指3日早间均大幅高开。科创综指盘初短暂整理后冲高回落，小幅 转跌后开始逐渐反弹，午后震荡上扬，收盘时大幅上涨。科创50指数在开盘后震荡下行，早盘盘中一度 下跌1.44%，此后波动反弹，午后显著上涨，但未能突破盘初高位。 至收 ...

Core Viewpoint - The report by State Grid Inner Mongolia East Power Co., Ltd. outlines key efforts and achievements in power supply assurance, grid construction, renewable energy consumption, optimization of the power business environment, and service to public welfare by 2025 [1] Group 1: Grid Quality Improvement - The company is advancing the construction of a new power grid platform to support the green transformation of the economy and society [2] - By 2025, the company plans to start 147 projects and put into operation 80 projects, significantly enhancing the resource optimization capacity of the grid [2] - The total external power delivery is expected to reach 2,277 billion kilowatt-hours by 2025, ranking among the top provincial grids in the country [2] Group 2: Support for Renewable Energy Development - The company is focused on achieving national carbon neutrality goals and supporting the construction of a clean energy region [3] - By the end of 2025, the installed capacity of renewable energy connected to the grid is projected to reach 35.86 million kilowatts, accounting for 60% of the total capacity [3] - New energy sources have become the primary power source for the grid, exceeding national targets for renewable energy consumption responsibility by 8.2 percentage points [3] Group 3: Integration into National Power Market - The company is implementing full market entry for renewable energy and has initiated trial operations for long-cycle continuous settlement in the spot market [4] - During the 14th Five-Year Plan period, the company completed green electricity transactions totaling 6.356 billion kilowatt-hours, promoting renewable energy consumption and carbon reduction [4] Group 4: Enhancement of Power Supply Service Quality - The company is committed to improving power supply reliability, particularly in rural areas, with an investment of 1.907 billion yuan in rural power networks by 2025 [5] - The company has implemented 20 measures to support the development of private enterprises and enhance customer service experiences [5] - The "Internet + Power Supply Service" model has registered 4.55 million users, improving the convenience of electricity access [5] Group 5: Addressing Public Welfare Issues - The company is investing 1.05 billion yuan in 2025 to complete various public welfare projects, benefiting 150,000 households [6] - The company is actively supporting the development of electric vehicles by ensuring power supply for 15,900 charging piles [6] - During peak summer periods, the company achieved historical highs in both internal and external power supply, reaching 8.62 million kilowatts and 4,174 million kilowatts, respectively [6]

澳洲联储上调了今年的通胀、经济增长和就业预测。剔除波动项的截尾均值通胀率目前预计在今年将维 持在2%-3%的目标区间上方，且直到2027年底都无法降至该区间的中值。 澳洲联储称，预计2025年第四季度GDP增长率为2.3%，2026年第四季度为1.8%，2027年第四季度为 1.6%；预计第二季度CPI通胀为4.2%，第四季度为3.6%，2027年第四季度为2.7%，2028年第二季度为 2.6%。 新华财经北京2月3日电澳洲联储3日加息25个基点至3.85%，成为今年首个加息的主要央行。该行认 为，国内通胀压力持续存在，有必要重新实施紧缩政策。 澳洲联储表示，今天的政策决定是一致通过的；委员会认为，通胀在一段时间内很可能仍高于目标水 平，提高现金利率目标是恰当的。 声明显示，在劳动力市场依然紧张的背景下，受服务和住房成本攀升的推动，近几个月物价涨势重新抬 头，这令澳洲联储措手不及。澳洲联储将密切关注数据以及对前景和风险不断变化的评估，以指导其决 策。 西太平洋银行的外汇策略主管Richard Franulovich在评论中表示，受澳洲联储今日早些时候加息的影 响，澳元兑其他货币有望进一步走强。他指出："加息 ...

Core Viewpoint - The A-share market is experiencing significant volatility, but the medium-term upward trend remains intact according to Shangyin Fund, supported by three main factors [1]. Group 1: Market Trends - The global backdrop of "asset scarcity" continues, coupled with frequent geopolitical conflicts, which sustains the long-term trend of "patient capital" flowing into the stock market [1]. - Domestic policies aimed at reducing "involution" are being implemented, leading to improved expectations for corporate profitability, which provides a stabilizing effect on the capital market [1]. - The recent rapid adjustments in market sectors are primarily reactions to short-term market sentiment and trading dynamics, rather than fundamental changes, thus not undermining the medium to long-term upward trend [1]. Group 2: Investment Opportunities - Investment opportunities can be categorized into three areas: 1. AI-related industries, where domestic policies are supporting the AI industry chain, and capital expenditure in global computing power is expected to expand, with a focus on domestic computing chains and AI in gaming [2]. 2. The enhancement of Chinese brand competitiveness, transitioning from "cheap goods" to "high-quality and cost-effective" products, with notable advancements in sectors like innovative pharmaceuticals, power equipment, and construction machinery [2]. 3. Resource sectors, particularly copper and minor metals, which possess genuine scarcity and anti-inflation properties, forming stable supply alliances and showcasing significant long-term investment value [2]. - The adjustment in the non-ferrous metals sector, which has seen significant prior gains and high congestion, is viewed as a necessary period for digestion rather than a fundamental downturn, with potential for attractive buying opportunities post-adjustment [2].

新华财经长春2月3日电（记者王晓林）记者从中国人民银行吉林省分行获悉，吉林省2025年累计投放支 农支小再贷款725.3亿元，同比增长32.9%，支持金融机构服务市场主体超过25万户，全省再贷款投放量 和余额均创历史新高。 人民银行吉林省分行货币政策处副处长陈亮表示，该行将深入推动增量政策在吉林落实落地，促进各项 结构性货币政策工具扩面增效，引导金融机构将更多信贷资源投入到重点领域和薄弱环节。 （文章来源：新华财经） 今年1月15日，中国人民银行宣布下调各类结构性货币政策工具利率，预计将为吉林省地方法人金融机 构每年节约利息支出约1.3亿元。 ...

（文章来源：新华财经） 新华财经长春2月3日电（记者王晓林）记者从中国人民银行吉林省分行获悉，该行在引导金融机构保持 净息差基本稳定的基础上，促进社会综合融资成本稳中有降。2025年，吉林省新发放企业贷款加权平均 利率3.78%，同比下降0.41个百分点。 中国人民银行吉林省分行货币政策处副处长陈亮表示，该行将继续强化利率政策执行与监督指导，持续 整治金融机构"内卷式"竞争，规范存贷款利率定价行为，稳定金融机构净息差，提升可持续经营能力； 引导各类经营主体综合融资成本稳中有降，为实体经济发展营造良好的融资环境。 ...