（企业公众号） 2月11日，中炬高新公众号发文称，中炬高新技术实业（集团）股份有限公司与四川味滋美食品股份有 限公司举行战略投资合作签约仪式。文章介绍，味滋美公司在餐饮客户服务方面，构建了完善、成熟的 定制化生产和客户服务体系，积累了广泛餐饮客户资源，这将有效弥补厨邦品牌在餐饮场所的能力短板 与缺口，实现双方资源的精准互补。中炬高新也将通过本次并购合作，以味滋美平台为基础，加快在复 合调味品赛道的发展。展望未来，双方将以此次并购合作为契机，聚焦产品品类拓展、渠道资源协同、 产能布局互补三大核心方向，持续深化合作层次、拓宽合作领域，不断巩固和扩大双方业务基本盘，提 升整体发展效率，为企业长期发展注入强劲新动力。 ...

此外，2月11日，有道正式发布桌面级 Agent"LobsterAI"（中文名：有道龙虾），定位能"7×24 小时帮你 干活的全场景个人助理 Agent"，目前已在官网开放内测申请。同时透露将于3月开学季上线有道词典全 新版本，围绕学习、办公等深度场景，实现核心能力Agent升级。 2月11日，网易有道（NYSE：DAO）公布了2025年第四季度及全年未经审计财务报告。 财报显示，公 司全年净收入59.1亿元，同比增长5.0%；经营利润达2.2亿元，同比增长48.7%。公司首次实现全年经营 性现金净流入，共计5520万元。 2025年四季度，有道延续了稳健的盈利态势，净收入达15.6亿元，同比增长16.8%，连续第六个季度实 现盈利。当季经营利润为6020万元，其同比变化主要源于公司主动加大了对有道领世及广告业务等高增 长赛道的战略性投入。同期，经营性现金净流入达1.8亿，同比增长16.4% 。 ...

2026年春运于2月2日正式拉开帷幕，叠加九天超长春节假期，公众返乡探亲、出游度假意愿强烈。 2月6日晚20点55分，江苏高速某路段发生两车追尾事故，事故车辆通过鹰眼报警功能一键联系上交警， 交警、路政等多方实时确定事故位置，并在5分钟内到达事故现场处置，处理流程快速高效。追尾事故 后，自动触发鹰眼预警系统向后方来车发出预警，有效降低了高速发生二次事故的风险。 高德数据显示，春运首周（2月2日至2月8日），平台调用北斗卫星定位量累计超过3.77万亿次，支撑用 户导航总里程超340亿公里，约等于绕地球赤道85万圈。 这一背景下，中国安全生产科学研究院联合高德启动"鹰眼护平安·温暖回家路"春运保障专项。作为该 专项的核心技术支撑，围绕春运期间车流密集、天气复杂多变等特点，"鹰眼守护"预警系统进行了针对 性升级，新增冰雪、团雾等异常天气预警及特殊路段预警等，可对重大异常事件、前方急刹车、夜间货 车等24类典型驾驶场景实现全天候、全路网、多场景的实时感知与高效预警。 数据显示，"鹰眼守护"在春运首周累计播发安全预警超11.4亿次，覆盖全国近1亿出行用户；春运首个 高峰日（2月8日），"鹰眼守护"全天播发预警超2.2亿 ...

与市面上需要复杂操作、强调个人才艺的AI视频工具不同，QQ脑洞秀降低了用户使用门槛。其操作流 程极为简化：用户上传个人或好友照片后，AI可快速生成生动的3D虚拟形象；随后，用户仅需输入一 段简单的剧情描述(如"我和好友抢红包失败了")，系统便能生成一段由这些虚拟形象演绎的短视频。 2月11日，QQ官号宣布"QQ脑洞秀"功能全新上线，用户只需上传一张照片，即可通过AI生成专属的3D 虚拟形象创作短视频，还能邀请QQ好友的虚拟形象共同参演，将AI无缝融入到用户在QQ上社交关系与 互动场景中，提供了一种更轻巧、更易扩散的社交玩法。 ...

2月11日，据北京规自委消息，北京城建+密云城投3.8亿元底价摘得密云区水源路南侧MY00-0104- 6022、6025地块二类居住用地，楼面价约7756.25元/㎡。该地块由两幅子地块组成，用地规模约2.45公 顷，规划地上建筑面积约4.9万㎡，容积率均为3.0，控高30米，规划要求内部形成环路并实现人车分 离，鼓励采用平坡结合的小高层形式，融入儿童友好理念营造适儿化环境。地块位于密云区鼓楼街道， 周边有北京密云万象汇、燕赛奥特莱斯、北京大学第一医院密云院区、奥林公园等生活配套。 楼面价约7756.25元/㎡。 ...

Group 1 - The core viewpoint of the articles indicates that despite recent fluctuations in the A-share market, structural opportunities are emerging, driven by resilient internal dynamics rather than fundamental deterioration [1] - The overall performance forecast rate for the entire A-share market has steadily increased to 37.0%, with the technology and non-ferrous metals sectors showing continued positive momentum [1] - The recent adjustments in the AI sector have led to a significant improvement in valuation attractiveness, with expectations of liquidity improvement and a return to fundamental investment logic around the Chinese New Year [1][3] Group 2 - The recent global AI technology iterations have accelerated significantly, with several advancements in AI capabilities, indicating a shift from demonstration to productivity stages [3] - Concerns regarding the impact of AI on traditional SaaS companies and platform companies are noted, but the actual effects on performance remain complex and uncertain [2] - The AI industry is transitioning from "technological breakthroughs" to "value realization," with internal sector performance differentiation becoming the new norm [4] Group 3 - The Huafu AI ETF (515980) is designed to track the CSI Artificial Intelligence Industry Index closely, investing at least 90% of its net asset value in index constituents [6] - For investors concerned about individual stock volatility but optimistic about AI's long-term development, the AI ETF offers a transparent, low-fee, and risk-diversified investment option [4] - The article emphasizes the importance of understanding the risks associated with fund investments and the potential for market fluctuations affecting returns [8]

【#万科2029年到期美元债势创1年最大涨幅#】万科2029年11月到期3.5%债券每1美元涨5.7美分，至 38.7美分；2027年11月到期的3.975%债券每1美元涨3.3美分，至37.5美分。（新浪财经） ...

Core Viewpoint - Shenzhen Toptech Technology Co., Ltd. has submitted its registration, focusing on smart controllers and industrial IoT solutions, and is recognized as a national-level specialized and innovative "little giant" enterprise [1] Group 1: Company Performance - Toptech reported a total revenue of 1.132 billion yuan and a profit of 111 million yuan for 2025, showing steady growth year-on-year [1] - The company successfully passed the listing committee review of the Beijing Stock Exchange in January, becoming one of the first companies to be approved in the new year [1] Group 2: Investment Banking Activities - GF Securities, the exclusive sponsor for Toptech, ranks sixth in the industry with 13 IPOs among the 348 companies currently in the A-share IPO queue, focusing on specialized and innovative enterprises and strategic emerging industries [1][2] - Guangdong-based Yu-Chip Semiconductor, another company supported by GF Securities, is the first 12-inch wafer manufacturing enterprise to enter mass production in the province, planning to raise 7.5 billion yuan through an IPO on the ChiNext board [2] Group 3: Industry Trends - The proportion of specialized and innovative enterprises among the companies sponsored by GF Securities reached 82.98% as of June 2025, significantly higher than the market average [3] - The report from Ernst & Young and Zhejiang University indicates that the proportion of specialized and innovative listed companies in total listings was 47.66%, 45.05%, and 60.00% for the years 2022, 2023, and 2024, respectively [3] Group 4: Strategic Focus - GF Securities is enhancing its industry research capabilities and transitioning to a comprehensive financial "resource allocation investment bank," focusing on specialized and innovative industries [4] - The stock price of Shenghong Technology, a leading supplier of AI and high-performance computing PCBs, increased nearly sixfold from 41.92 yuan to 287.58 yuan in 2025, reflecting the growing demand for AI infrastructure [4] Group 5: Future Outlook - GF Securities' investment banking business is expected to continue releasing potential by focusing on specialized and innovative industries, aiding more such enterprises in entering the capital market [5]

根据合作协议，双方将结合英矽智能已验证的AI平台与AI赋能创新药研发能力，以及康哲药业经验丰 富的研发团队和对疾病领域的深度认知，共同推进不少于2个研发项目的合作开发。同时，英矽智能有 望就每个项目获得最高达数千万港元的研发费用支持。此次合作将充分发挥双方在药物研发、临床开发 及商业化全周期的协同优势，通过资源整合与技术互补，加速高潜力创新药物的研发与转化。英矽智能 将依托其Pharma.AI平台以及在靶点发现、小分子设计与优化等领域的技术能力，推动候选分子的高效 筛选与验证；康哲药业则凭借其在临床开发策略制定、注册申报路径规划、临床试验组织实施以及商业 化推广方面的丰富经验和成熟网络，推动项目从临床前过渡至临床及上市阶段。 近日，英矽智能发布公告称，与康哲药业控股有限公司在中枢神经系统及自身免疫疾病领域的多个项目 上达成一系列由AI赋能的创新药物研发合作。 ...

Core Viewpoint - Recently, Harbin Pharmaceutical Group Co., Ltd. (stock code: 600664) announced that its subsidiary, Harbin Pharmaceutical Group Pharmaceutical Factory, received a "Drug Supplement Application Approval Notice" from the National Medical Products Administration for injectable Cefotaxime Sodium, which has passed the consistency evaluation of generic drug quality and efficacy [1] Group 1 - The drug is indicated for infections caused by sensitive bacteria, including lower respiratory tract infections, urogenital infections, and gynecological infections [1] - As of the announcement date, there are a total of 239 production approvals for injectable Cefotaxime Sodium in China, with 37 manufacturers having passed the consistency evaluation [1] - The domestic sales revenue for the drug is projected to be 1.55 billion yuan in 2024, with 889 million yuan expected in the first three quarters of 2025 [1] Group 2 - The company has invested approximately 8.1573 million yuan in research and development for the consistency evaluation project of this drug [1]