Core Insights - In 2025, China's lithium product import and export data shows significant growth in imports and mixed results in exports, indicating a dynamic market environment [1] Import Data - Lithium concentrate imports reached approximately 7.751 million tons, representing a year-on-year increase of about 39.4%, primarily sourced from Australia, Zimbabwe, and Brazil [1] - Net imports of lithium carbonate totaled 23.7 thousand tons, reflecting a year-on-year growth of 2.8% [1] Export Data - Net exports of lithium hydroxide were 3.5 thousand tons, showing a substantial decrease of 68.5% year-on-year [1] - Net exports of lithium iron phosphate reached 3.2 thousand tons, a significant increase from 0.3 thousand tons in 2024, marking a year-on-year growth of approximately 9 times [1] - Net exports of lithium nickel cobalt manganese oxide amounted to 6.1 thousand tons, up from 1.1 thousand tons in 2024, indicating a year-on-year increase of 463.9% [1] - Net imports of lithium nickel cobalt aluminum oxide were 1.5 thousand tons, which is a year-on-year increase of 41.3% [1]

*ST万方发布风险提示公告，公司股票自2026年2月10日起连续3个交易日涨停，存在市场情绪过热、非 理性炒作的风险。公司自2025年4月30日起被实施退市风险警示，证券简称变更为"*ST万方"，股票交 易的日涨跌幅比例限制为5%。公司预计2025年度营业收入2亿元至2.5亿元，扣除后营业收入1.5亿元至2 亿元，利润总额-5500万元至-4000万元，归属于上市公司股东的净利润-5000万元至-3500万元，扣除非 经常性损益后的净利润-2200万元至-1500万元，公司股票将因触及财务类退市情形被终止上市。 ...

| | | | 亞太地區 | | | | | --- | --- | --- | --- | --- | --- | --- | | | 東部 | | 西部 | | 總計 | | | | 2025年 | 2024年 | 2025年 | 2024年 | 2025年 | 2024年 | | 銷量(未經審核) | 11.811 | 11.960 | 67.847 | 72.851 | 79.658 | 84.811 | | 收入5 | 1.310 | 1.352 | 4.454 | 4.894 | 5.764 | 6.246 | | 正常化除息稅折舊攤銷前盈利 | 688 | 406 | 1.199 | 1.401 | 1.588 | 1.807 | | 正常化除息稅折舊攤鎖前盈利率% | 29.7% | 30.0% | 26.9% | 28.6% | 27.6% | 28.9% | | 折舊、攤銷及減值 | (69) | (76) | (533) | (571) | (602) | (647) | | 正常化經營溢利 | | | | | | | | (正常化除息税前盈利) | 320 | 330 | 666 | ...

不过，去年2月喜茶在美国纽约时代广场开业首家海外LAB店。本月中旬，喜茶在海外的第二家LAB店即将在加拿大 多伦多开业。 （企业官方公众号、企业官方小红书账号、品牌点单小程序） 近日，喜茶旗下官方账号"茶茶星球站"发布2月招聘信息。当中提到喜茶正在招聘烘焙研发主管（海外）。 另据喜茶小程序，喜茶已在海外32个城市开出了100多家门店，但菜单多以千目抹茶、植物茶、鲜果茶、茶特调、波 波牛乳茶等饮品为主，暂无烘焙类目。 ...

Group 1 - Former CEO of Honor, Zhao Ming, will join the board of Qianli Technology [1] - Zhao Ming is expected to take on the role of co-chairman at Qianli Technology [1] - Strategic focus for Qianli Technology will involve Zhao Ming advancing the closed-loop strategy for AI business models [1]

Core Viewpoint - The collaboration between Miaokelando and SADAFCO marks a significant step in Miaokelando's international expansion, aiming to penetrate the Middle Eastern market, particularly in the children's cheese segment [1][2]. Group 1: Partnership Details - Miaokelando has signed a framework agreement with SADAFCO, a prominent Saudi dairy company, to engage in comprehensive cooperation including product innovation, localization, distribution, and marketing [1]. - SADAFCO will provide insights into Saudi consumer preferences, while Miaokelando will adapt its technology to meet local tastes [1]. - If successful in the Saudi market, the partnership plans to expand throughout the Gulf Cooperation Council (GCC) region, potentially opening up the entire Middle Eastern market [1]. Group 2: Company Background - SADAFCO, established in 1976 and listed on the Saudi Stock Exchange, specializes in the production and sale of dairy products and other food items, with its flagship brand "SAUDIA" being widely recognized [2]. - As of February 9, 2026, SADAFCO's total market capitalization is approximately 7.296 billion Saudi Riyals (around 13.5 billion RMB), with projected revenues of about 2.963 billion Saudi Riyals (approximately 5.5 billion RMB) for the fiscal year 2024 [2]. Group 3: Strategic Implications - The partnership is seen as a way for Miaokelando to accelerate its internationalization process, transitioning from a leading Chinese cheese brand to a global player [2]. - The Middle Eastern market is characterized by high per capita consumption capacity and strong demand for quality snacks, representing a "new blue ocean" for Chinese food exports [2].

2月12日，乘联分会表示，2月有16个工作日，今年春节9天假期是历史最长的，因此相对2025年2月份的 19个工作日少了3天。受春节假期前后汽车消费较淡因素的影响，大部分车企都会在春节前后要多休几 天年假，因此今年2月的有效产销时间很短，可以预计2月车市销量将会处于年内绝对谷底期，或有利于 缓解零售端库存压力。 ...

当前全球智能体正迎来爆发式增长，身为其核心基础设施的Agentic AI开发平台正进入功能快速丰富期。先进平台不仅要能支持极致的工作负载扩展与弹 性、知识管理与上下文工程、工作流编排、无代码开发，还要能满足精细化计费等更多功能。基于此，Omdia对亚太主流厂商的Agentic AI开发平台从七大 维度进行详细且严格的评估。其中，阿里云在模型支持、上下文工程、多智能体框架、运营与生命周期管理、开源与社区等5大核心能力获得最高评级，是 入选厂商中获最高评级数仅次于AWS的第二领先厂商。 报告强调，阿里云深耕全球云计算领域多年，已确立其作为全栈AI服务供应商的顶级地位。在智能体开发方面，阿里云通过提供全面的企业级功能套件， 在一众厂商中脱颖而出，成为企业构建和部署自有AI智能体的首选。尤其是基于阿里云函数计算 FC 构建的一站式Agentic AI基础设施平台——AgentRun， 以其卓越的性能优化、极高的性价比以及企业级的安全保障，受到研究机构的高度评价，可使企业平均TCO降低60%，让开发者可以专注于Agent的核心业 务逻辑创新，无需自建和管理底层基础设施。 2月12日，国际市场研究机构Omdia发布《20 ...

Core Insights - The "Spring Festival 3 Billion Free Order" campaign by Qianwen App has generated significant user engagement, with 4.1 billion requests for assistance and over 120 million orders completed by AI in just six days [1][5] - The campaign has notably increased consumption in county-level cities, with nearly half of the orders coming from these areas, and 1.56 million elderly users trying food delivery services for the first time [1][5] - The AI-driven shopping trend has led to a remarkable increase in retail orders, with some categories seeing growth exceeding tenfold since the campaign's launch [1][5] Group 1 - Qianwen App's campaign resulted in users ordering over 1,000 tons of eggs, more than 2,300 fitness equipment items, and over 1,500 books within six days [1] - The trend of using AI for purchasing traditional New Year goods has spurred rapid growth in instant retail orders on Taobao Flash Purchase [1][5] - Retail orders for hair dye products, gift flowers, fruit gift boxes, and emergency baby supplies have all increased by over ten times compared to the initial phase of the campaign [1][5] Group 2 - The AI technology has activated new consumption dynamics in county areas, with non-food categories like groceries and fruits seeing order growth exceeding eight times [5] - Cities such as Kunshan, Jinjiang, Nanchang, Puning, and Yiwu have emerged as hotspots for AI-driven consumption [5] - Approximately 10% of users in county areas using AI for shopping are aged 50 and above, highlighting the technology's accessibility for older demographics [5] Group 3 - The success of Qianwen App illustrates the transformative impact of AI on daily life, supported by Alibaba's comprehensive AI capabilities and ecosystem [5] - Alibaba's strategy emphasizes the integration of advanced technology with practical applications in e-commerce, instant retail, and other services [5] - The first year of AI shopping is marked by widespread consumer adoption across various age groups and regions [6]

杨文化现任光大银行党委委员，光大科技有限公司党委书记、董事长、总经理。2006年加入光大银行， 历任光大银行信贷审批部总经理助理、副总经理，资产保全部总经理，特殊资产经营管理部总经理，法 律合规部总经理兼问责委员会办公室主任。曾任中信实业银行公司银行业务总部综合管理部副总经理、 风险政策部副总经理，中国光大银行股份有限公司（欧洲）非执行董事。获经济学硕士学位，经济师。 2月11日，光大银行（601818）发布公告称，该行董事会同意聘任杨文化为副行长兼首席合规官。杨文 化的副行长兼首席合规官职务自其任职资格获国家金融监督管理总局核准之日起生效。 ...