会议分析了数字经济纵深推进、AI技术浪潮迭起、新型能源体系加速构建等多重战略机遇，紧扣发展新质生产力、强化科技创新的 国家战略部署，结合企业深化数字化转型与"AI+"行动的要求，以及国家电网公司推动数字化智能化升级的重点方向，对公司下一步 发展进行了深入研讨和谋划部署。远光软件董事长石瑞杰表示，公司将主动把握宏观政策导向与技术发展趋势的战略机遇，聚焦"数 智企业、智慧能源"两大领域精准发力，加速推进市场拓展与完善多元产品矩阵，在国产信创深化、人工智能、能源数字化变革中把 握先机。 2026年，远光软件的发展蓝图清晰而坚定。在市场方面，坚持深耕与拓展并重，既锚定能源电力行业持续深耕细作、做深做透，又 积极向施工建筑、装备制造、医疗等行业全面发力、拓展布局；同时，深化数字孪生电网、虚拟电厂、碳市场等智慧能源新兴业 务，构建全域协同、多点支撑的市场格局。在产品方面，驱动研发模式和产品矩阵迭代升级，深化垂域大模型及大小模型协同等前 沿技术应用，以更智能的应用体验、更高效的服务响应，精准满足客户需求。 转自：新华财经 1月29日，远光软件股份有限公司召开三届三次职工代表大会暨2026年工作会议。本次会议在系统总结202 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 据初步统计，近期，已有*ST观典（维权）、*ST岩石、*ST精伦、*ST春天（维权）等多家*ST公司发 布公告，提示投资者关注退市风险。其中，*ST岩石、*ST精伦已明确触及财务类退市指标，预计2025 年年报披露后终止上市。*ST太和（维权）等公司的财务指标则暂时"踩线达标"，但会计师均不能确定 其2025年扣除后的营业收入超过3亿元，仍存在退市风险隐患。业内人士认为，自退市新规发布实施以 来，市场对绩差公司的出清力度持续加大。在监管层持续强化常态化退市机制的背景下，进退有序、及 时出清的格局正加速形成。 证券时报 A股公司2025年度业绩预告暂告段落。据统计，截至1月31日，共有3057家上市公司披露业绩预告。预 喜的上市公司共有1638家，占比53.6%；预盈的上市公司共有1518家。分行业看，有色金属、非银金融 等行业紧抓周期性机会业绩优异，硬件设备、半导体、汽车与零配件等新动能产业表现亮眼，以钢铁为 代表的传统产业利润结构持续优化。从业绩提升幅度来看，受益于价格普涨，有色金属行业业绩表现突 出。紫金矿业预计2025年度实现净利润510亿元至520亿元 ...

Group 1: Spring Festival Travel and Tax Policies - The 2026 Spring Festival travel season will begin on February 2 and end on March 13, lasting 40 days, with an expected cross-regional population flow of 9.5 billion people, setting a historical record [1][8] - The State Taxation Administration has announced a new export tax rebate management method to make the export tax rebate application process more convenient and efficient [1][8] - The personal tax threshold for value-added tax has been raised to 1,000 yuan, with specific conditions outlined for certain transactions that will not apply to this threshold [1][8] Group 2: Shipbuilding Industry Performance - In 2025, China's shipbuilding industry maintained its global leadership for 16 consecutive years, with a completed shipbuilding volume of 53.69 million deadweight tons, a year-on-year increase of 11.4%, accounting for 56.1% of the world total [9] - The new orders received amounted to 107.82 million deadweight tons, representing 69.0% of the global total, while the hand-held order volume reached 274.42 million deadweight tons, a year-on-year increase of 31.5%, accounting for 66.8% of the world total [9] Group 3: Telecommunications and Film Industry Updates - China Mobile, China Unicom, and China Telecom announced adjustments to the applicable scope of value-added tax for telecommunications services, with the tax rate changing from 6% to 9% starting January 1, 2026 [9][11] - As of February 1, 2026, the annual box office has exceeded 2 billion yuan, with several domestic films scheduled for release during the Spring Festival [9]

Core Viewpoint - The recent surge in the convertible bond market, particularly the strong performance of new bonds, is attributed to changes in market supply-demand dynamics, shifts in capital allocation preferences, and the unique characteristics of the new bonds [1][6]. Group 1: Performance of New Bonds - The new convertible bonds launched in January 2026 have shown remarkable performance, with an average first-day increase of 57.3% and a turnover rate exceeding 200% on some days [1][2]. - All new bonds listed in January maintained prices above 150 yuan, with the "Lianrui Convertible Bond" being a standout, doubling in price within three trading days and closing at 226.512 yuan on January 30 [3][4]. - The average conversion premium for these new bonds is notably high, with "Lianrui Convertible Bond" at 115.52% and "Jin 05 Convertible Bond" at 103.15%, indicating strong market enthusiasm [3][4]. Group 2: Market Dynamics - The convertible bond market is experiencing a supply shortage, with an estimated 1,600 billion yuan of bonds expected to exit the market in 2026, leading to a supply-demand imbalance [6]. - The low interest rate environment has increased demand for yield-enhancing assets, further supporting the convertible bond market's high valuation [7]. - New bonds are characterized by a lack of strong redemption pressure and good liquidity, which, combined with their association with technology and innovation sectors, enhances their appeal [7][8]. Group 3: Investment Focus - Investors are advised to focus on convertible bonds with strong fundamental support, particularly those in the technology and high-end manufacturing sectors, which align with current market investment themes [5][8]. - The overall market sentiment remains optimistic, but there is a caution regarding the high valuations of new bonds, as potential corrections in the stock market could impact both stock and bond valuations [8][9]. - Future supply changes are anticipated, with a projected issuance of around 600 billion yuan in convertible bonds for 2026, which will be critical in assessing the sustainability of current valuation levels [9].

Summary of Key Points Core Viewpoint - In February 2026, a total of 111 companies in the A-share market will face the unlocking of restricted shares, with a total unlocking volume of approximately 12.902 billion shares and an unlocking scale of 233.584 billion yuan, representing a month-on-month decrease of about 21.32% and a year-on-year decrease of about 50.63% [1][3]. Group 1: Unlocking Scale and Key Companies - The largest unlocking scale is attributed to Xinda Securities, with an unlocking market value exceeding 40 billion yuan [1][3]. - Five stocks will have an unlocking market value exceeding 10 billion yuan, with Xinda Securities, Hunan YN, and Huaxi Nonferrous Metals leading the list [3][4]. - Xinda Securities will unlock 2.5514 billion shares on February 2, with an unlocking market value of approximately 44.93 billion yuan, accounting for 78.67% of its total share capital [3][4]. Group 2: Industry Distribution - The industries with the highest unlocking market values are non-bank financials, electronics, and power equipment [1][9]. - In the non-bank financial sector, Xinda Securities has a significant unlocking scale, while in the electronics sector, Zhongwei Semiconductor has a notable unlocking scale [9][10]. Group 3: Additional Notable Unlockings - Hunan YN will unlock 374 million shares on February 9, with an unlocking market value of approximately 24.179 billion yuan, accounting for 49.13% of its total share capital [7][9]. - Huaxi Nonferrous Metals will have an unlocking volume of 357 million shares, representing 56.47% of its total share capital, with an unlocking market value of approximately 22.47 billion yuan [7][9]. - Honghai Technology will have its anniversary unlocking in February, with an unlocking volume of approximately 137 million shares and a market value of about 1.955 billion yuan [9][10].

温永豹：我们启动实施新一轮招商引资"三年行动"，先后引进亿达鸿综合制剂、显东药品加工、德润巨牧鸵鸟养殖深加工等项目，投资1.8亿元建设总占地 面积近500亩的生物医药产业园区，虎林医药企业由5家发展到26家，五年间翻了两番，获得"中国刺五加名城"殊荣；农产品就地加工转换率提升至69.6%。 同时，虎林因地制宜发展新质生产力，中国科学院科学家工作室、中国农业大学教授工作站相继落户，全省首家中药领域院士工作站正式授牌，珍宝岛药业 入选国家技术创新示范企业，虎林生物医药产业集群晋升省级中小企业特色产业集群，科技创新走在全省县域前列。 接下来，虎林将落实省新一轮重点产业链高质量发展行动，全力做强生物医药、绿色食品两大核心产业，重点实施"刺五加+"战略，支持珍宝岛药业、乌苏 里江制药等头部企业增型转产，鼓励全乐制药、亿达鸿药业等成长企业增量扩产，推进中鑫生物低分子精品肝素钠等新建项目早完工、早投产，实体化运 行"借澳出海"公司，加快虎林刺五加地理标志商标和地理标志保护产品申报进程，构建"医药+食品+保健+美妆+日用品"全维度产业生态。力争2030年刺五 加种植总量达到32万亩、加工企业发展到15家、产品突破60种、产业 ...

Group 1 - The core viewpoint emphasizes the strategic importance of Heilongjiang Province as a key node in the "China-Mongolia-Russia Economic Corridor," suggesting that policy guidance and resource integration can transform its geographical advantages into energy hub and industrial development advantages [1] - A proposal is made to highlight the strategic position of energy in the provincial "14th Five-Year Plan," advocating for the development of special plans to support enterprises at critical nodes such as cross-border logistics corridors and key industrial parks, including the establishment of multi-energy complementary comprehensive energy stations [5] - China Petroleum & Chemical Corporation (Sinopec) Heilongjiang Petroleum Branch is accelerating its transformation from a traditional oil supplier to a comprehensive energy service provider, embracing the new energy revolution and developing a charging and battery swap network [5] Group 2 - The rich ice and snow resources and renowned specialty agricultural products of Heilongjiang are highlighted, with suggestions for the government to establish a platform for regular "energy-industry" connections to support the development of ice and snow tourism and modern agriculture [5] - A recommendation is made to pilot the construction of comprehensive energy stations that integrate diesel, charging, agricultural supplies, and smart agriculture services in collaboration with agricultural groups, aiding the development of modern agriculture [5] - To ensure the healthy and orderly development of the refined oil market, a proposal is made to promote the construction of an integrated big data regulatory platform for the refined oil market in Heilongjiang, addressing issues of fragmented regulatory platforms and data barriers [6]

Core Viewpoint - The release of the ISO international standard for "Broken Wall Ganoderma Spore Powder" marks a significant advancement in the standardization of traditional Chinese medicine (TCM), promoting quality and international development in the industry [1][2][4]. Group 1: Standardization and Innovation - The ISO standard (ISO/TS 25006:2025) for "Broken Wall Ganoderma Spore Powder" will be implemented in July 2025, following previous standards for other TCM products [2]. - The standard establishes key parameters such as raw material sources, a minimum 95% breaking rate, and a multi-index quality control system, enhancing production technology standardization [4]. - Experts emphasize that TCM standardization is a process of deriving scientific rules from clinical practices to form internationally recognized standards [4]. Group 2: Economic Impact - The implementation of ISO standards has led to significant increases in international trade, with related products seeing trade growth of 284.5% and 37.5% for Ganoderma and Dendrobium, respectively [5]. - The standards have been adopted in 31 countries, including major markets like the US, Canada, Australia, and Germany, facilitating trade recognition [5]. Group 3: International Collaboration - Collaborations with international institutions, such as clinical research on TCM's anti-tumor effects and cardiovascular benefits, are enhancing the scientific basis for standardization [6]. - The Zhejiang provincial government plans to strengthen the internationalization of TCM standards, focusing on local medicinal materials and specialty TCM products [6]. Group 4: Future Directions - The establishment of a comprehensive standard system covering the entire industry chain, from cultivation to clinical evaluation, is seen as essential for enhancing the industry's competitiveness [7]. - The company aims to deepen international standard formulation and promote local medicinal materials globally, particularly in countries along the Belt and Road Initiative [9].

Core Viewpoint - The article highlights the strategic transformation of Shanghai Mingzhi Electric Co., Ltd. from a "China-leading" to a "global-leading" enterprise by establishing an overseas manufacturing base in Vietnam, optimizing the global supply chain [1] Group 1: Company Expansion and Challenges - Mingzhi Electric's overseas expansion began several years ago, driven by increasing international market competition and global customer demand, making the establishment of overseas production bases a necessity [4] - The company faces various challenges in cross-border investment compliance, efficient capital allocation, and building an overseas operational system [3][4] Group 2: Financial Institution's Role - Financial institutions are evolving from traditional fund providers to partners that accompany enterprises in their cross-border operations, offering comprehensive solutions rather than just transaction services [5][8] - China Construction Bank (CCB) has partnered with Mingzhi Electric, providing tailored services such as policy interpretation and local account setup to ensure smooth capital flow [5][6] Group 3: Local Insights and Global Network - CCB's approach combines global network capabilities with local market insights, addressing challenges posed by changing policies, such as Vietnam's foreign exchange management adjustments in 2023 [6] - The bank's global financial service center in Shanghai enhances its ability to provide integrated cross-border financial services, ensuring that enterprises can navigate local regulations effectively [6][7] Group 4: Systematic Financial Services - The case of Mingzhi Electric is representative of a broader trend where Chinese companies are shifting from product exports to more complex global operations, prompting financial institutions to deepen their service offerings [7] - CCB has launched the "Shan Jian Hang Yuan" cross-border financial service brand, aiming to create a comprehensive financial service ecosystem that supports enterprises throughout their global operations [7][8] Group 5: Future Outlook - The article emphasizes that Chinese enterprises' overseas ventures have entered a new phase, requiring financial services to adapt to a more systematic support model [8] - CCB aims to enhance its global service capabilities to support more enterprises in their international endeavors, contributing to the narrative of Chinese manufacturing on the world stage [8]

转自：新华财经 此次贷款落地，是建行上海市分行积极响应国家"美丽中国"建设与绿色金融政策导向的具体行动，分行 通过快速学习新标准、精准对接企业需求，完成从政策解读到贷款投放的全流程服务。这笔流向食用菌 产业的资金，最终效益将体现在土壤活力的保持、农业废弃物的循环利用以及生态农业模式的推广之 中。 未来，建行上海市分行将以此为契机，深化对相关国际国内标准的研究，不断完善评估方法、产品体系 和激励机制，拓展生物多样性金融应用场景，以更加多元化的金融工具支持更多生态友好型项目，与千 企万众携手共绘"青山绿水"新图景。（邓侃） 编辑：李一帆 1月28日，建行上海市分行落地首笔专项用于支持生物多样性保护的贷款，为上海永大菌业有限公司提 供1000万元信贷支持，标志着该行在绿色金融创新领域迈出重要一步。 据了解，该笔贷款严格依照中国人民银行《生物多样性金融目录（试用稿）》相关标准发放，资金将主 要用于企业有机农产品采购，对应目录中"有机、绿色等认证农业"类别，旨在通过金融手段促进农业生 态系统的多样性维护与可持续发展。 上海永大菌业是一家专注于食用菌研发、种植、加工与销售的全产业链企业。公司长期推行绿色栽培模 式，已取得 ...