1月28日，国新办就2025年国资央企高质量发展情况举行新闻发布会。会上，国务院国资委副主任庞骁 刚介绍，截至2025年底，中央企业资产总额突破95万亿元，2025年实现利润总额2.5万亿元，完成固定 资产投资5.1万亿元，上交税费2.5万亿元。 3 中国航天科工集团有限公司 4 中国航空工业集团有限公司 科技创新方面，2025年中央企业研发投入1.1万亿元、连续四年超过万亿元。新增22位两院院士、创历 史最好水平。23个创新联合体新吸纳超过100家创新主体参与攻关，在前沿领域实现一系列突破。其 中，完成战略性新兴产业投资2.5万亿元、占总投资的41.8%。 "十四五"时期，中央企业资产总额连续跨上70万亿元、80万亿元、90万亿元三个大台阶，年均增速达到 6.9%；实现增加值51.3万亿元，比"十三五"时期增长44.6%；实现利润总额12.7万亿元，比"十三五"时期 增长56.2%。 他指出，2026年中央企业高质量发展的目标是"两个确保、两个力争"，即确保增加值持续增长，力争与 国家GDP增速相匹配；确保"一利五率"经营指标，即利润总额、营业收现率、净资产收益率、研发经费 投入强度、全员劳动生产率、资产负 ...

科技创新方面，2025年中央企业研发投入1.1万亿元、连续四年超过万亿元。新增22位两院院士、创历 史最好水平。23个创新联合体新吸纳超过100家创新主体参与攻关，在前沿领域实现一系列突破。其 中，完成战略性新兴产业投资2.5万亿元、占总投资的41.8%。 "十四五"时期，中央企业资产总额连续跨上70万亿元、80万亿元、90万亿元三个大台阶，年均增速达到 6.9%；实现增加值51.3万亿元，比"十三五"时期增长44.6%；实现利润总额12.7万亿元，比"十三五"时期 增长56.2%。 他指出，2026年中央企业高质量发展的目标是"两个确保、两个力争"，即确保增加值持续增长，力争与 国家GDP增速相匹配；确保"一利五率"经营指标，即利润总额、营业收现率、净资产收益率、研发经费 投入强度、全员劳动生产率、资产负债率稳中向好，力争总体优化。 编辑：徐芸茜 文/刘诗萌 1月28日，国新办就2025年国资央企高质量发展情况举行新闻发布会。会上，国务院国资委副主任庞骁 刚介绍，截至2025年底，中央企业资产总额突破95万亿元，2025年实现利润总额2.5万亿元，完成固定 资产投资5.1万亿元，上交税费2.5万亿元。 ...

Group 1: Gold Price Surge - Spot gold prices have reached a new high, surpassing $5200 per ounce for the first time [1] - The surge in international gold prices has quickly transmitted to the domestic market, with major gold jewelry brands in China raising their prices significantly, with some brands quoting prices as high as ¥1614 per gram [2][3] Group 2: Market Predictions - Market sentiment remains optimistic about further increases in gold prices, with BMO Capital Markets predicting that gold futures could exceed $6000 per ounce by Q4 of this year [5] - Other major banks, including Bank of America and Société Générale, have also raised their gold price targets to $6000 per ounce, reflecting a broader trend among international investment banks to increase their gold price forecasts [5] Group 3: Gold Recovery from Electronics - A viral video demonstrating gold extraction from old SIM cards has sparked interest, claiming to extract over 190 grams of gold, valued at over ¥200,000 [6] - However, experts have clarified that the actual amount of gold recoverable from a single SIM card is significantly lower, with estimates suggesting only 0.02 milligrams per card, contradicting claims made in the video [8][9] - The process of extracting gold from electronic waste is complex and requires professional knowledge and legal compliance, as it involves hazardous materials [9][11]

三是基准要素入库和使用适度分离。为兼顾差异化和创新，基金管理人可以选择非基准库内的股票指 数，但需要符合《指引》《操作细则》相关要求。 四是推动指数编制机构提高服务质量。《指引》对指数编制机构在指数研发能力和运维能力、人员组织 和内外部监督机制等方面提出要求。由协会代表行业机构从基准使用方角度对指数编制机构的信息披露 和指数维护工作提出基本要求。拟入库指数的编制机构承诺在相关指数持续运作、公司治理、合规经 营、公开披露、日常维护等方面遵守要求，提高服务质量。 五是维护基准要素库的客观公正。成立由行业内相关市场主体组成的业绩比较基准专家工作组，按照客 观公正要求，对基准要素的纳入、移出和一、二类库之间的调整进行评估和决策，保证基准要素库的动 态更新和有序管理。 文/张玫 中国证券投资基金业协会1月27日晚间发布消息称，为落实《推动公募基金高质量发展行动方案》（下 称"《行动方案》"）的相关部署，规范公募基金业绩比较基准的选取与使用，切实保护投资者的合法权 益，协会已正式建立并发布"公募基金业绩比较基准要素库"（下称"基准库"）。此次发布的基准库已经 第一届公募基金业绩比较基准要素库专家工作组第一次会议审议通过。 ...

Group 1 - The UK Prime Minister Keir Starmer will visit China from January 28 to 31, marking the first visit by a UK Prime Minister to China in eight years, which is described as an "important diplomatic moment" by UK media [1][2] - Starmer will be accompanied by over 50 executives from major UK companies and institutional representatives across various sectors, including finance, pharmaceuticals, manufacturing, culture, and creative industries, indicating the UK's strong desire to deepen bilateral economic and trade relations [1][2] - In an interview, Starmer emphasized that the UK does not need to choose between the US and China, stating that ignoring China would be unwise due to the business opportunities it presents [1] Group 2 - The Chinese Foreign Ministry spokesperson noted that Starmer's visit follows recent communications between President Xi Jinping and Starmer, indicating a positive trajectory for Sino-British relations [2] - The visit will include meetings with Chinese leaders, including President Xi and Premier Li Qiang, to discuss bilateral relations and mutual concerns, aiming to enhance political trust and practical cooperation [2] - The UK Labour government has expressed a clear intention to develop a coherent, sustainable, and strategic relationship with China, using this visit as an opportunity to foster dialogue and collaboration [2]

电影里的"末日情景"，如今正在美国上演。 综合美国地方政府消息及媒体报道，截至当地时间1月27日，本轮强冬季风暴已导致美国14个州至少38 人死亡。这场风暴令美国中部和东部大片地区被暴雪、冰灾与低温笼罩。目前全美仍有超55万户家庭和 企业处于断电状态。 据纽约市长马姆达尼证实，38名死者中有10人来自纽约市，均被发现于户外，但目前尚不清楚他们是否 为无家可归者。本轮冬季风暴造成纽约市气温降至8年来最低。 截至目前，近2亿美国人仍处于某种形式的冬季寒潮预警中，这种情况预计将至少持续至2月1日。而美 国国家气象局正密切关注另一场可能在本周末影响美国东部地区的冬季风暴。 电价狂飙1400% 风暴影响下，全美最多时约81万户用户遭遇停电。 美国电力现货批发价格通常在每兆瓦时200美元左右，上周末部分地区一度突破每兆瓦时3000美元，狂 飙1400%。周一新英格兰地区次日电力价格飙升约82%，至每兆瓦时313美元；宾夕法尼亚州和马里兰 州的PJM西部电网电力价格更是暴涨约360%，至每兆瓦时约413美元，创下2014年1月以来的新高。 美国最大电网运营商PJM电网预计，周一电力生产中断规模达22.4吉瓦，占总供电容量的 ...

不只是春节期间，元宝、文心近日相继开启内测的群聊功能，以及阿里千问此前强调的"能办事"，都在 为原本一用即走的AI助手增添更多使用场景和用户粘性。在这背后，围绕AI时代超级流量入口的争夺 从未停止。 春节争相发红包 今年的春节AI红包大战由腾讯和百度同时掀起。 1月25日，腾讯旗下AI助手元宝宣布，将于2月1日启动新春活动，计划在App中发放总额10亿元的现金 红包。据《华夏时报》记者观察，目前该活动已开放预约。同一日，百度也宣布自1月26日至3月12日， 用户在百度App使用文心助手，就有机会瓜分5亿现金红包。需要提及的是，百度App还将作为首席AI合 作伙伴登上2026北京广播电视台春节联欢晚会。 春节一直是科技公司花式争夺用户和流量的重要战场。 今年争相发红包"拉新"的主角变成了AI。1月25日，腾讯旗下AI助手元宝App和百度App先后宣布今年春 节将发放10亿元和5亿元红包。此外，截至目前，字节旗下火山引擎和百度App还分别与央视春晚和北 京春晚进行了合作。 不仅是春节期间，AI助手也尽力在日常生活中提升自己的使用场景和用户粘性。继能办事之后，高频 的社交场景成为AI助手眼下的比拼重点。 1月27日 ...

Core Viewpoint - The competition among tech companies for user acquisition and traffic during the Spring Festival has intensified, with a focus on AI-driven initiatives, particularly cash red envelopes [2][3][4]. Group 1: AI Red Envelope Initiatives - Tencent's AI assistant, Yuanbao, announced a plan to distribute a total of 1 billion yuan in cash red envelopes starting February 1, while Baidu's app will offer 500 million yuan from January 26 to March 12 [3][4]. - Baidu's decision to issue red envelopes through its app instead of the Wenxin app is aimed at maximizing exposure and user engagement, as the two platforms serve different purposes [3]. - The competition for red envelopes is particularly fierce for the CCTV Spring Festival Gala, with ByteDance's Volcano Engine confirmed as the exclusive partner for this event [3][4]. Group 2: User Engagement Strategies - The AI assistants are not only focusing on red envelopes but are also enhancing user engagement through new features like group chat capabilities, which aim to create more usage scenarios and increase user stickiness [4][5]. - Baidu's Wenxin app has launched a "multi-agent" group chat feature, allowing users to collaborate with AI assistants in various tasks, while Tencent's Yuanbao introduced a social AI feature called "Yuanbao Club" [5][6]. - The goal of these features is to shift user reliance from basic AI functions to more interactive and social experiences, thereby increasing user retention [6]. Group 3: Market Position and Competition - According to data from December, Doubao leads the native AI application market with over 200 million monthly active users, followed by Yuanbao with 112 million [6]. - Baidu's Wenxin assistant has surpassed 200 million monthly active users, indicating higher engagement compared to its standalone app [6]. - The current market is characterized by intense competition among major players, with a focus on establishing the next generation of traffic entry points in the C-end market [6].

Core Insights - The 2026 Spring Festival Gala will feature multiple robot manufacturers, marking a shift from last year's solo performance to a group showcase [3] - Companies like Magic Atom, Galaxy General, and Yushu Technology have announced their participation, each with different roles in the collaboration [3] - The success of Yushu Technology in the previous year has set a high bar, but replicating that success may be challenging due to increased competition and expectations [5] Group 1: Company Participation - As of January 27, 2026, three robot manufacturers have been officially announced for the Spring Festival Gala: Magic Atom, Galaxy General, and Yushu Technology [3] - Magic Atom aims to showcase the technological advancements of Chinese robots and their integration with culture [3] - Galaxy General emphasizes the significance of this collaboration in showcasing national technological strength and future industry values [3] Group 2: Market Dynamics - The previous year's Spring Festival Gala significantly boosted Yushu Technology's brand recognition and sales, leading to a supply-demand imbalance [4] - Yushu Technology has reported that its humanoid and quadruped robots have achieved the highest global shipment volumes [4] - The market response to Yushu Technology's participation has been overwhelmingly positive, with strong demand in both sales and rental markets [4] Group 3: Competitive Landscape - Magic Atom and Galaxy General are relatively new entrants, with Magic Atom founded in January 2024 and Galaxy General in May 2023 [5] - Magic Atom has developed a diverse product matrix, including various humanoid and quadruped robots, and is expanding its overseas market presence [5] - Galaxy General has established partnerships with major companies in industrial manufacturing and has deployed solutions in retail and healthcare sectors [6] Group 4: Strategic Initiatives - Magic Atom is implementing a "store model" for its products, including various unmanned store solutions, aiming to establish a significant global operational team [6] - Galaxy General has introduced a city-level intelligent solution, "Galaxy Space Capsule," which is operational in several key urban areas [7] - Both companies view participation in the Spring Festival Gala as a strategic opportunity to enhance brand visibility and market penetration [7]

Group 1: Nipah Virus Outbreak in West Bengal, India - The recent Nipah virus outbreak in West Bengal has raised significant concern, with confirmed cases rising to 5, including two nurses from a private hospital in Kolkata, one of whom is in critical condition [1] - The source of infection for the nurses is suspected to be contaminated date palm sap, which is a traditional drink in the region, favored by fruit bats that can transmit the virus [2][3] - Previous outbreaks in the Nadia region have also been linked to date palm sap, indicating a recurring risk associated with this traditional beverage [4] Group 2: Research and Development in Virus Detection and Treatment - Chinese researchers have identified an oral nucleoside drug, VV116, that shows significant antiviral activity against the Nipah virus, providing a potential treatment option for high-risk populations [7] - Several A-share listed companies, including Bohui Innovation, Cap Bio, and Antu Bio, have developed Nipah virus detection technologies, although they have not yet achieved significant revenue from these products [9] - The detection capabilities for the Nipah virus in China are deemed adequate, with advanced sequencing technologies available for rapid diagnosis and monitoring [6] Group 3: Public Health Response and Risk Assessment - The Thai Civil Aviation Authority has implemented screening measures for flights from West Bengal, requiring health declarations and temperature checks for arriving passengers [11] - Experts suggest that while the Nipah virus is highly lethal, its potential for causing a global pandemic is low due to its basic reproduction number (R0) being below 1.0, indicating limited human-to-human transmission [12] - China's public health response includes established monitoring mechanisms for incoming travelers from affected areas, although there is a need for improved local prevention capabilities [13]