新华财经北京2月3日电（薛尚文）新华社石油价格系统2月3日发布的数据显示，2月2日一揽子原油平均 价格变化率为4.98%。 根据《石油价格管理办法》规定，国内汽、柴油价格根据国际市场原油价格变化每10个工作日调整一 次，调价生效时间为调价发布日24时。当调价幅度低于每吨50元时，不作调整，纳入下次调价时累加或 冲抵。出现办法规定的特殊情形时，可以暂停、延迟调价，或缩小调价幅度。 2月3日是本计价周期的第十个工作日，调价窗口将在今日24时开启。本轮国内汽、柴油价格或将上调， 预计上调幅度约200元／吨。 （文章来源：新华财经） ...

（文章来源：新华财经） 新华财经北京2月3日电中钢协发布2026年1月下旬钢材社会库存监测旬报。2026年1月下旬，21个城市5 大品种钢材社会库存717万吨，环比增加8万吨，上升1.1%，库存小幅波动；比年初减少4万吨，下降 0.6%；比上年同期减少17万吨，下降2.3%。 ...

Core Viewpoint - The bond market is expected to maintain a volatile trend ahead of the holiday, with the 10-year government bond yield approaching the critical level of 1.8%, leading to increased profit-taking pressure [1] Market Performance - Government bond futures closed mostly higher, with the 30-year main contract down 0.10% at 111.96, the 10-year main contract up 0.02% at 108.26, the 5-year main contract up 0.06% at 105.905, and the 2-year main contract up 0.03% at 102.414 [2] - The interbank major interest rate bonds showed narrow fluctuations, with government bonds performing slightly better than policy bank bonds [2] Overseas Bond Market - In the Asian market, Japanese bond yields rose across the board, with the 10-year yield increasing by 2.8 basis points to 2.263% [3] - In North America, U.S. Treasury yields collectively rose, with the 2-year yield up 4.71 basis points to 3.572% and the 10-year yield up 4.39 basis points to 4.279% [3] Primary Market - The Ministry of Finance's weighted average winning yields for 28-day and 182-day government bonds were 1.0959% and 1.2755%, respectively, with bid-to-cover ratios of 3.49 and 2.72 [4] - The China Development Bank's three-term financial bonds had winning yields below the market valuation, with 2-year, 5-year, and 10-year yields at 1.4944%, 1.7258%, and 1.9501%, respectively [4] Funding Conditions - The central bank conducted a 7-day reverse repurchase operation of 105.5 billion yuan at a rate of 1.40%, with a net withdrawal of 296.5 billion yuan for the day [5] - Short-term Shibor rates mostly increased, with the overnight rate down 4.8 basis points to 1.317% and the 7-day rate up 0.3 basis points to 1.488% [5] Institutional Insights - Huatai Securities noted that offshore bonds issued in the Shanghai Free Trade Zone are primarily aimed at foreign investors, with no new non-financial corporate bonds issued as of January 2026 [6] - CITIC Securities expects that the ongoing promotion of high-dividend insurance products and the influx of funds from bank deposits will continue to support premium income in 2026 [7]

上金所发布公告，自2026年2月4日（星期三）收盘清算时起，Au（T+D）、mAu（T+D）、Au（T+N1）、Au（T+N2）、 NYAuTN06、NYAuTN12等合约的保证金比例从16%调整为17%，下一交易日起涨跌幅度限制从15%调整为16%；CAu99.99合约 保证金每手120,000元调整至每手150,000元。 （文章来源：新华财经） ...

从板块表现看，东京证券交易所33个行业板块全部上涨，其中金属制品、银行业、运输机械等板块涨幅 居前。 （文章来源：新华财经） 新华财经东京2月3日电（记者李诗萌刘春燕）日本东京股市两大股指3日大幅上涨，涨幅均超过3%。日 经225种股票平均价格指数收盘上涨3.92%，东京证券交易所股票价格指数上涨3.10%。 受隔夜纽约股市三大股指全面上涨以及日元贬值等因素影响，东京股市3日高开高走。日经股指上午交 易时段持续上扬，下午交易时段涨势进一步扩大。此外，前一交易日下跌的韩国综合股价指数 （KOSPI）反弹，也对市场情绪形成支撑，半导体等相关板块走势稳健。 随着日本上市公司陆续披露2025财年（2025年4月至2026年3月）前三季度业绩，围绕财报的交易趋于活 跃。个股方面，东京电气化学工业公司（TDK）和京都陶瓷公司3日股价均大涨逾11%，表现抢眼。两 家公司2日同步上调2025财年合并净利润预期，修正后的业绩预测均高于市场预期，受到投资者积极回 应。 截至收盘，日经股指上涨2065.48点，收于54720.66点；东证股指上涨109.71点，收于3645.84点。 ...

Core Viewpoint - The People's Bank of China (PBOC) Shanghai Headquarters emphasizes the importance of aligning financial actions with the central government's decisions to support high-quality economic development and the construction of Shanghai as an international financial center [1][2]. Group 1: Financial Policy and Support - The meeting highlighted the need for reasonable growth and balanced distribution of credit, focusing on effective demand and revitalizing existing credit to support the real economy [1]. - It is essential to implement monetary policy requirements effectively, including strict adherence to interest rate policies and utilizing structural monetary policy tools specific to Shanghai [2]. Group 2: Financial System Development - The establishment of a diversified financial system covering the entire lifecycle of technology enterprises is crucial, alongside promoting green finance and enhancing financial services for small and micro enterprises [2]. - The meeting discussed the importance of advancing financial digital transformation to better serve the integration of the digital economy and the real economy [2]. Group 3: Financial Reform and Internationalization - Continuous deepening of financial reform and opening up is necessary, with a focus on enhancing cross-border financial services and facilitating cross-border RMB business [2]. - The promotion of free trade zone financial reforms and the development of blockchain credit platforms for trade are also key areas of focus [2].

"一线城市收购存量商品房，对于改善市场预期、修复市场信心将起到重要的推动作用。"58安居客研究 院相关负责人表示，从供给端而言，存量收购举措直接削减市场可售存量，缓解库存积压状况；抑制新 增供给的冲动，达成供需的再度平衡。收购的房源转化为保障房，可分流部分刚性需求，减轻商品房市 场的需求竞争压力。从需求端来看，保障房供给的增加，能够满足中低收入群体、新市民等的刚性需 求。同时，二手房市场新增"政府收购"这一退出渠道，有助于增强房源的流动性，间接激发交易需求。 带动部分持观望态度的需求者进入市场，提振商品房的整体需求。 （文章来源：新华财经） 新华财经上海2月3日电2月2日，上海市正式启动第一批收购二手住房用于保障性租赁住房工作，浦东新 区、静安区、徐汇区成为首批试点区域。据悉此次试点由各区公租房公司作为收购主体，中国建设银行 提供金融支持，旨在拓宽保租房筹措渠道、快速增加小户型保障房源供给，精准匹配新市民、青年人才 等群体的租赁需求，为上海住房保障体系建设注入新活力。 据公开资料整理，此次试点中，三区结合区域实际制定了差异化的房源标准与运作模式。浦东新区优先 聚焦内环内2000年以前建成、单套建筑面积70平方 ...

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]