【导读】超5万个中成药批准文号面临合规大考，头部企业已提前布局，产业集中度加速提升 "公司主要中药品种的说明书均已修订完善，并完成了再注册。"2026年2月5日，桂林三金（002275）在投资者关系平台上如此回复投资者关切的询问。就 在前一天，以岭药业（002603）也明确表示，公司17个专利中药新药的说明书"三项均有明确表述，符合相关规定。" "截至2025年末，公司原有的104个生产批文已全部完成药品再注册，核心产品龟龄集的说明书也已修订获批，明确表示不存在因新规退市的风险。"广誉 远（600771）也在互动平台回答投资者提问时表示。 国家药监局2023年发布的《中药注册管理专门规定》第七十五条要求：2026年7月1日起，中药说明书【不良反应】【禁忌】【注意事项】中任何一项仍标 注"尚不明确"的，将不予再注册。 大批中成药将退市？存在"误读" "大批中成药将退出市场"的相关话题一度登上热搜，A股投资者也密集在互动平台发问，关心"三年窗口期"即将关闭，是否会影响相关公司的药品销售。 东阿阿胶（000423）也告诉记者，复方阿胶浆（有糖/无糖），已于2025年进行说明书安全性信息修订，并于2026年1月7日正 ...

【导读】多家中小银行上调存款产品利率 开年以来，中小银行存款产品利率出现明显分化，部分银行跟进大行"降息"步伐的同时，也有多家银行 选择逆市上调利率。 业内人士表示，临近春节，部分银行上调存款利率是典型的阶段性揽储行为。由于目前银行净息差处于 低位且仍有下行压力，后续存款利率中枢或平稳略降。在低利率背景下，投资者理财应回归"配置本 源"，可通过多元化配置兼顾风险和收益。 多家中小银行上调存款产品利率 2月4日，新晃农商银行发布消息称对存款利率上调，其中，1年、2年、3年期整存整取产品利率分别达 1.3%、1.4%、1.75%，1年、3年期大额存单利率分别为1.4%、1.8%。 | 新晃农村商业银行 | | | | | --- | --- | --- | --- | | HE H | | | | | 存 整 取 | | | | | 期限 | | 年利率(%) | 10万到期收益 | | 1.3 | 3万元(含) | | 1300元 | | 二生 | 及以上 | 1.4 | 2800元 | | 三年 | | 1.75 | 5250元 | | | 大额存 | | | | 期 限 | 金 额 | 年利率(%) | 2 ...

Market Overview - A-shares experienced a decline in the afternoon session, with the Shanghai Composite Index closing at 4065.58 points, down 0.25% [1] - The Shenzhen Component fell by 0.33%, and the ChiNext Index decreased by 0.73% [1] Chemical Sector Performance - The chemical sector showed strong performance, with Wanhua Chemical rising over 3%, leading to a "limit-up" trend among individual stocks [2][4] - Notable gains were seen in stocks such as Juhua Co., Baofeng Energy, and Rongsheng Petrochemical, with several stocks hitting the daily limit [4] - The total market saw 2748 stocks rise, with 63 hitting the daily limit, while 2545 stocks declined [2] Trading Volume - The total trading volume for the Shanghai and Shenzhen markets was 2.15 trillion yuan, a decrease of 30.5 billion yuan compared to the previous trading day [2] New Energy Sector - The new energy sector experienced significant gains, particularly in the battery segment, which rose by 5% [6] - Notable individual stock performances included Ningde Times, which increased by 1.7%, bringing its market capitalization to 1.6967 trillion yuan [6] Lithium Battery Industry - The lithium battery supply chain is showing signs of improvement, with over 70 A-share listed companies disclosing performance forecasts, of which more than 50 reported year-on-year profit growth [8] - Companies such as Yiwei Lithium Energy, Ganfeng Lithium, and Tianqi Lithium saw notable increases in their stock prices [8] Traditional Chinese Medicine Sector - The traditional Chinese medicine sector saw a rise due to favorable policy announcements, with stocks like Hansen Pharmaceutical hitting a 10% limit-up [9] - The Ministry of Industry and Information Technology announced plans for the high-quality development of the Chinese medicine industry from 2026 to 2030 [9] Alcohol Sector Decline - The alcohol sector ended a four-day rally, with stocks like Kweichow Moutai and Wuliangye experiencing declines of over 2% [11] - The Kweichow Moutai stock price fell by 2.57%, with a market capitalization of 1.8972 trillion yuan [12]

【导读】中国银行原党委委员、副行长林景臻严重违纪违法被开除党籍 又有国有大行干部被处理！ 2月6日，中央纪委国家监委官网通报：中国银行（601988）原党委委员、副行长林景臻严重违纪违法被开除党籍。 经中共中央批准，中央纪委国家监委对中国银行股份有限公司原党委委员、副行长林景臻严重违纪违法问题进行了立案审查调查。 经查，林景臻存在下列问题： ● 丧失理想信念，背弃初心使命，私藏、阅看、寄递有严重政治问题的书籍； ● 无视中央八项规定精神，违规收受礼品，接受可能影响公正执行公务的宴请、旅游活动安排，违规接受他人提供的出行服务安排，违规出入私人会所； ● 不按规定报告个人有关事项，在职工录用等工作中为他人谋取利益并收受财物； ● 廉洁底线失守，违规拥有非上市公司股份，由他人支付应由本人支付的费用； ● 毫无纪法底线，将信贷权力异化为谋取个人私利的工具，大搞权钱交易，利用职务便利为他人在贷款融资等方面谋利，并非法收受巨额财物。 通报指出，林景臻严重违反党的政治纪律、组织纪律和廉洁纪律，构成严重职务违法并涉嫌受贿犯罪，且在党的十八大后不收敛、不收手，性质严重，影 响恶劣，应予严肃处理。 依据《中国共产党纪律处分条例》 ...

Core Viewpoint - The stock ETF market has shown significant resilience amid recent market volatility, with a net inflow of nearly 90 billion yuan on February 5, indicating strong investor interest despite broader market declines [1][2]. Group 1: Market Performance - On February 5, the A-share market opened lower due to declines in overseas technology stocks and precious metals, but the stock ETF market experienced a net inflow of 88.99 billion yuan [2]. - The total scale of all stock ETFs (including cross-border ETFs) reached 3.9 trillion yuan as of February 5 [2]. - The net inflow for A-share stock ETFs specifically was 34.95 billion yuan [1]. Group 2: ETF Inflows and Outflows - The leading inflows were observed in Hong Kong stock ETFs and thematic industry ETFs, with net inflows of 53.2 billion yuan and 19.47 billion yuan, respectively [2]. - Conversely, bond ETFs experienced a net outflow of 1.87 billion yuan [2]. - Notably, ETFs tracking the Hang Seng Technology Index saw a net inflow of 29.72 billion yuan, while those tracking the CSI 500 Index had a net outflow of 31.39 billion yuan [2]. Group 3: Fund Company Performance - Major fund companies such as Huaxia, Huatai-PB, and E Fund saw net inflows of 31.8 billion yuan, 28.5 billion yuan, and 28.2 billion yuan, respectively [2]. - In contrast, Southern and Jiashi funds experienced net outflows of 28.5 billion yuan and 3.8 billion yuan [2]. Group 4: Specific ETF Performance - E Fund's ETFs reached a total scale of 651.95 billion yuan, with significant inflows in various ETFs, including 9.2 billion yuan for the China Internet ETF and 3.6 billion yuan for the Hang Seng Technology ETF [3]. - Huaxia Fund's A500 ETF and Hang Seng Technology Index ETF also saw substantial inflows of 11.99 billion yuan and 6.5 billion yuan, respectively [3]. Group 5: Market Outlook - The market is expected to continue its oscillating pattern, with risks that have been accelerating in the short term, particularly in cyclical sectors like metals [5]. - Despite recent adjustments in the technology sector, the overall fundamental outlook remains robust, suggesting limited downside potential [5]. - Consumer sectors may present opportunities for recovery, especially with upcoming events like the Spring Festival and the National People's Congress [5].

Market Overview - The total trading volume in the market reached 1.4 trillion yuan, slightly lower than the previous day, with over 3,800 stocks rising [2] - The basic chemical, petroleum and petrochemical, electric equipment, and textile and apparel sectors showed strength, while sectors like liquor, beverages, retail, and cultural media struggled [2] Sector Performance - The lithium battery electrolyte sector increased by 5.89%, while chemical fiber and fluorochemical sectors rose by 3.58% and 3.43% respectively [3] - The basic chemical sector led the market with significant gains in fluorochemical, phosphorus chemical, and chemical fiber directions [3] Notable Stocks - Jiangtian Chemical (300927) saw a price increase of 14.52%, while Shuangle Co. (301036) rose by 11.07% [6] - The electric equipment sector also experienced notable gains, with stocks like Tianji Co. and Hangdian Co. hitting the daily limit [7] Chemical Industry Insights - BASF announced a price increase of 200 USD/ton for Lupranate® TDI in the Asia-Pacific region, driven by rising transportation, energy, and regulatory costs [6] - The chemical industry is expected to see a recovery in profitability by 2026, influenced by supply-side policies and advancements in AI and robotics [7] Pharmaceutical Sector Activity - The pharmaceutical sector showed localized activity, particularly in traditional Chinese medicine stocks, with companies like Te Yi Pharmaceutical hitting the daily limit [10] - The Ministry of Industry and Information Technology released a plan for the high-quality development of the traditional Chinese medicine industry, aiming for a collaborative development system by 2030 [14] Liquor Sector Decline - The liquor sector faced a collective pullback, with stocks like Huangtai Liquor hitting the daily limit down, marking it as the only stock to do so in the market [16] - Major liquor brands, including Guizhou Moutai, experienced declines, with Moutai dropping over 3% during the trading session [19]

Core Viewpoint - Mingdiao Co., Ltd. experienced significant stock price volatility, achieving a "ground limit" on February 6, 2026, after a series of trading days with consecutive price limits, indicating strong market interest and speculative trading behavior [2]. Group 1: Stock Performance - On February 6, 2026, Mingdiao's stock opened at 25.07 CNY per share and hit the daily limit up, closing at 30.65 CNY per share, marking a substantial increase [2]. - The stock had previously experienced four consecutive days of limit up from January 30 to February 4, followed by a "heaven and earth board" on February 5, leading to a total of "6 days with 5 limit ups" [2]. - The trading volume for the day exceeded 700 million CNY, with over 120,000 hands on the buy side [2]. Group 2: Market Sentiment - Investors expressed excitement and anxiety regarding the stock's performance, with comments highlighting the volatility and potential for high returns, such as "20% profit in a day" [3]. - The stock's rapid price movements have led to mixed feelings among retail investors, with some indicating they are cautious about further trading due to the volatility [3]. Group 3: Company Developments - On January 23, 2026, Mingdiao established Guangdong Yunxi Interactive Media Co., Ltd. with a registered capital of 65 million CNY, focusing on AI-related business activities [4]. - The new company will engage in various AI-related services, including software development and technical consulting, expanding Mingdiao's business scope into the technology sector [4].

Market Overview - A-shares experienced a significant rebound on February 6, with all three major indices turning positive; the Shanghai Composite Index rose by 0.11%, while the Shenzhen Component and ChiNext Index increased by 0.65% [1] - The total market turnover for the half-day was 1.4 trillion yuan, slightly lower than the previous day, with over 3,800 stocks rising [2] Sector Performance - The basic chemical, petroleum and petrochemical, and electric power equipment sectors showed strong performance, while liquor, beverage, retail, and cultural media sectors struggled [2] - Notable gains were seen in lithium battery-related stocks, with the lithium electrolyte index rising by 5.89% and other chemical indices also performing well [3] Chemical Industry - The basic chemical sector led the market, with significant increases in fluorochemical, phosphoric chemical, and chemical fiber stocks; Jin Niu Chemical hit the daily limit, and several other stocks also reached their daily limits [5] - BASF announced a price increase of $200 per ton for Lupranate® TDI in the Asia-Pacific region (excluding mainland China) due to rising transportation, energy, and regulatory costs [6] Electric Power Equipment - The electric power equipment sector saw a surge, with stocks like Tianji Co. and Hangdian Co. hitting the daily limit, and several others rising over 10% [7][8] Pharmaceutical Sector - The pharmaceutical sector was active, particularly in traditional Chinese medicine, with stocks like Te Yi Pharmaceutical and Han Sen Pharmaceutical reaching their daily limits [9] - The Ministry of Industry and Information Technology released a plan for the high-quality development of the traditional Chinese medicine industry, aiming for a collaborative development system by 2030 [10] Liquor Sector - The liquor sector faced a collective pullback, with stocks like Huangtai Liquor hitting the daily limit down, and others like Zhongxin Niya and Huanle Jia experiencing significant declines [12][13]

支撑构建这些"数字员工"的，则是探迹科技自研的企业级大模型智能体平台"太擎"与数据云底座"旷 湖"。"太擎"平台融合了基于高质量数据与行业知识训练的专家级大模型，以及连接、知识、报表、问 答等能力引擎，让开发者能够像搭积木一样，快速构建精通业务、能直接调用实时数据行动的"数字员 工"。"旷湖"数据云底座，基于"湖仓一体"架构，实现了海量多维度商业数据的实施汇聚、治理与共 享；同时，通过内置MCP（Model Context Protocol）智能数据访问层，从根本上解决了大模型安全、高 效调用实时业务数据的关键难题，成为能够直接喂养和驱动大模型的"高质量实时数据源"。 目前，探迹科技已构建起强大的AI服务能力，从辅助工具升级为生产力变革的核心驱动力，并实现了 从技术研发到商业落地的完整闭环。站在AI应用爆发的关键元年，探迹表示，公司将持续深耕大模型 智能体创新，不断拓展AI能力应用边界，释放更大的新质生产力价值。 2月6日，真爱美家（003041.SZ）公告披露，公司近日已收到《深圳证券交易所上市公司股份协议转让 确认书》（深证协〔2026〕21 号）， 深圳证券交易所已完成对本次协议转让股权相关材料的合规确 ...

【导读】A股上演"奇迹日"，三大指数集体翻红；化工、电力板块盘中拉升，医药股活跃；白酒股集体回调 来看详情—— 基础化工板块走强 电力设备盘中拉升 2月6日上午，基础化工板块率先走强，氟化工、磷化工、化学纤维等方向集体大涨。 个股方面，金牛化工（600722）直线拉涨停，沧州大化（600230）、百合花（603823）、闰土股份（002440）等多股纷纷涨停，江天化学 （300927）、双乐股份（301036）涨超10%。 | 序号 代码 | | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 300927 | 江天化学 | 37.62 | 4.77 | 14.52% | | 2 | 301036 | 双乐股份 | 37.33 | 3.72 | 11.07% | | 3 | 600722 | 金牛化工 | 8.64 | 0.79 | 10.06% | | 4 | 600230 | 沧州大化 | 21.63 | 1.97 | 10.02% | | 5 | 603823 | 百合花 | 18.48 | 1.68 | 10.00% ...