Hua Xia Shi Bao
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美联储,突传重磅!美股上演大逆转
Hua Xia Shi Bao· 2026-02-18 02:50
美东时间2月17日,美股三大指数均小幅收涨,纳指涨0.14%,标普500指数涨0.1%,道指涨0.07%。截 至收盘,道指涨0.04%,纳指涨0.14%,标普500指数涨0.1%。 隔夜美股市场,三大指数开盘全线下挫,道指一度跌超300点,纳指一度跌超1.2%,随后跌幅收窄翻 红。美股市场上演大逆转。 与此同时,美联储官员们的最新讲话也备受市场关注。北京时间2月18日凌晨,美国旧金山联储主席玛 丽·戴利(Mary Daly)表示,达到中性利率之前,美联储大约还有75个基点的降息空间;美联储理事迈 克尔·巴尔(Michael Barr)表示,前景暗示美联储将在一段时间内维持利率不变;美国芝加哥联储主席 古尔斯比(Goolsbee)则表示,如果通胀率持续下降,未来美联储仍有多次降息的空间。 美股上演大逆转 "在考虑进一步下调政策利率之前,我希望看到商品价格通胀持续地、稳定地回落,前提是劳动力市场 状况保持稳定。" 大型科技股涨跌不一,苹果涨超3%,英伟达、亚马逊涨超1%,奈飞小幅上涨;谷歌、特斯拉、微软、 英特尔跌超1%,Meta小幅下跌。 中概股涨跌不一,纳斯达克中国金龙指数跌0.10%。个股方面禾赛科技涨近4 ...
春晚机器人“大乱斗”背后:一场给资本市场的“超级路演”
Hua Xia Shi Bao· 2026-02-18 02:32
华夏时报记者 石飞月 北京报道 "学了好几年机械舞,最后发现机器人跳舞根本不卡。"2月16日晚间,几个机器人参演的央视春晚节目 结束后,网友发出了这样的感慨。相较于去年春晚宇树机器人一枝独秀的情景,今年春晚舞台上的机器 人"浓度"明显提升,松延动力、魔法原子、宇树科技和银河通用,几家厂商的机器人分别参与到了小 品、歌舞、武术和微电影的表演中。 新面孔与老面孔"交锋" 松延动力、魔法原子和银河通用都是央视春晚的新面孔。 松延动力的机器人出现在了今年春晚的第一个小品节目《奶奶的最爱》中,包括Bumi小布米、N2、 E1,以及为春晚节目定制开发的仿生人形机器人,其中,最吸引人眼球的恐怕就是与演员蔡明长得一 模一样的仿生人形机器人。2月16日晚,《奶奶的最爱》节目结束后,松延动力CMO张淼第一时间向包 括《华夏时报》记者在内的媒体记者透露了自己的感受:在一个真实且复杂的环境中展现高动态的运动 能力,对机器人的关节驱动,包括整机的结构强度以及实时的控制和稳定性都提出了非常高的要求。 魔法原子则出现在了春晚的主会场和四川宜宾分会场:在主会场,六台魔法原子人形机器人MagicBot Z1和两台MagicBot Gen1与易 ...
金价回调下的深圳水贝:黄金卖爆 马年金钞断货 白银却没人要?
Hua Xia Shi Bao· 2026-02-17 02:22
黄金价格回调成就节前"淘金热",但分化已悄然写入行情底层。 与此同时,同属贵金属阵营的白银柜台却呈现另一番景象。溢价飙升远超市场接受水平,银饰柜台前无 人问津。两金属间的冷热分化背后,是1月底金银价格大幅波动后市场逻辑的重构与消费心态的迭代。 金银之争不是热度之争,而是底层逻辑的优劣对决。 春节前夕,深圳水贝金座柜台内的暖光与春节红色装潢交相辉映,计算器敲击声、询价声交织成节前最 热闹的烟火气。作为全国黄金饰品集散地,这片承载着中国贵金属消费风向的商圈,正迎来年度消费峰 值。 客流量激增,小克重金饰、投资金条热销,市民趁着近期黄金价格回调理性入场,勾勒出新春"淘金"的 鲜活图景。 理性"淘金" 今年1月30日,国际黄金市场突发史诗级跳水,现货黄金自5594美元/盎司历史高位断崖式下挫,盘中最 大跌幅达超12%,创下近40年最大单日跌幅。2月2日单日再次跌超10%,最低触及4403美元/盎司关键支 撑位。 受美联储降息预期推迟、美元指数强势反弹、避险资金快速撤离三重利空共振,全球贵金属市场骤然降 温。 这轮剧烈回调快速传导至A股,黄金概念板块应声重挫,1月30日—2月2日两个交易日内,板块平均下 跌6.4%。 ...
记者实探APEC前哨战!深圳龙华如何用“科技年味”激活国际消费新蓝海
Hua Xia Shi Bao· 2026-02-16 03:11
Core Insights - The article highlights the proactive approach of Shenzhen's Longhua district in leveraging the upcoming APEC summit to enhance international cooperation and economic opportunities through cultural and commercial activities [1][2][7]. Group 1: Cultural and Economic Integration - Longhua district is utilizing cultural events, such as the "China Year, World Year" Spring Festival fair, to stimulate market demand and foster international business connections [2][3]. - The integration of traditional cultural elements with modern design is creating new consumer markets, as evidenced by the rising prices of limited-edition products like the zodiac plates, which increased from 1,980 yuan to 2,980 yuan within a year [3][4]. - The success of cultural activities is reflected in the positive feedback from international participants, indicating a growing appreciation for Chinese cultural heritage and its potential to drive international consumption [2][5]. Group 2: Technological Innovation and Market Expansion - The introduction of AI technology, such as the AI Chinese medicine pulse diagnosis robot, showcases the fusion of traditional practices with modern technology, attracting significant interest from both domestic and international audiences [6][8]. - The Longhua district is positioning itself as a hub for technological innovation, providing a platform for tech companies to engage with consumers directly in public spaces, thereby enhancing market visibility and consumer interaction [6][8]. - The district's efforts to create a seamless experience for international visitors, including the establishment of the APEC Business Travel Card service, demonstrate a commitment to improving cross-border business efficiency [7][8]. Group 3: Long-term Strategic Development - The article emphasizes the need for Longhua to transform short-term event-driven traffic into sustainable economic growth through the establishment of long-term mechanisms and cooperative frameworks [7][9]. - The district's approach is characterized by breaking down traditional barriers between culture and industry, and fostering collaboration between government and enterprises to create a synergistic development model [8][9]. - The anticipated APEC summit in 2026 is seen as an opportunity for Longhua to further enhance its international engagement and establish a replicable model for other regions [9].
新春走基层 | 北京“情绪消费”走俏,稻香村零号店排队两小时,年轻人“买盲盒”过年
Hua Xia Shi Bao· 2026-02-16 02:40
作为消费活动的主要场所之一,商场在每年春节前后会进入一段忙碌期。《华夏时报》记者看到,近 期,北京各大商场年味满满,加码新春营销。除了各类"满减"和促销活动之外,各商场还进行了舞狮、 非遗体验等新春活动,为假期注入热闹因子。 值得关注的是,首店业态以及情绪消费在春节期间走俏,北京具有特色的首店多见排大队,盲盒等"情 绪品"也变成了不少消费者过年的配置。 商场开启年味活动 海淀大悦城舞狮活动。 本报记者 李凯旋 北京报道 以苏州狮山天街为例,龙湖商业打造了2000平米的雪乡绮境,顾客可以沉浸式进入雪人国欣赏新年灯 火。同时,苏州狮山天街还结合庙会的场景,举办了"冷不丁棒棒两玉米"剥玉米大赛、上下音乐会等活 动。 苏州狮山天街 而武汉新荣天街庙会活动现场打造9米高走马灯、2000+盏灯笼长街、10米长纳财卷轴等三大国风打卡 点,并设置华裳/书法/祈福/戏台/医坊/游艺等十大古风体验区,由古风NPC引领沉浸穿越。整体场景高 度还原,业内及市场反馈极佳,吸引湖北文旅、众多达人与市民自发打卡。亮灯当日客流达7.6万人 次,全月环比增长6.7%,全网总曝光超100万次,互动热烈,口碑与传播成效显著。 海淀大悦城方面对《华 ...
宁德时代与永太科技“以股换股”重组告终,未能就交易方案达成一致
Hua Xia Shi Bao· 2026-02-15 23:33
永太科技股票已于2月9日开始停牌,并于停牌前的最后一个交易日收获涨停。截至2月6日,永太科技收 报28.77元/股,总市值为266亿元。永太科技表示,预计在不超过10个交易日(即2026年3月3日前)披 露交易方案。公司有关人士告诉记者,"目前还处于筹划阶段,需以最终公告为准,毕竟此事尚未落 地。" 在确定交易意向后,永太科技随即组织了中介机构及相关方推进交易。然而,双方未能就交易方案达成 一致意见,因此决定终止筹划此次交易。永太科技表示,"这一交易终止不会对公司和宁德时代的合作 及业务往来造成实质性影响,后续将在条件允许的情况下继续探索符合发展需求的资本运作方案。" 作为交易标的,永太高新成立于2016年,位于萤石矿储量丰富的福建省邵武市,是永太科技旗下核心锂 盐平台,主要产品为六氟磷酸锂、双氟磺酰亚胺锂等锂电池材料。其年产13.4万吨液态锂盐项目(首期 为年产6.7万吨双氟磺酰亚胺锂溶液项目)已于2024年1月开始试生产。截至2025年上半年末,该项目累 计投入为7.2亿元,项目进度达90.8%。 本报(chinatimes.net.cn)记者胡雅文 北京报道 永太科技(002326.SZ)与宁德时代(3 ...
系统重要性银行名单更新,浙商银行首次入选
Hua Xia Shi Bao· 2026-02-15 11:57
Core Viewpoint - The People's Bank of China and the National Financial Regulatory Administration have published the list of systemically important banks for 2025, with notable changes including the inclusion of Zheshang Bank as the 10th national joint-stock bank and adjustments in rankings for several other banks [2][3][4]. Group 1: Systemically Important Banks - A total of 21 banks have been recognized as systemically important, categorized into five groups based on their importance scores [3][4]. - The first group includes 11 banks such as China Minsheng Bank and Zheshang Bank, while the second group includes 4 banks including Industrial Bank and China Postal Savings Bank [3][4]. - The list comprises 6 state-owned commercial banks, 10 joint-stock commercial banks, and 5 city commercial banks, with Zheshang Bank marking the first time the number of joint-stock banks has reached 10 [3][4]. Group 2: Regulatory Implications - Being classified as a systemically important bank enhances a bank's credibility and brand image but also necessitates greater resource allocation for internal control and risk management to meet stricter regulatory standards [2][4]. - The additional capital requirements for these banks vary by group, with the first group requiring an additional 0.25% capital and the fifth group requiring 1.5% [5][6]. Group 3: Specific Bank Analysis - Zheshang Bank, which officially opened in August 2004, reported a revenue of 33.248 billion yuan and a net profit of 7.667 billion yuan for the first half of 2025, with total assets of 3.35 trillion yuan and a non-performing loan ratio of 1.36% [6]. - The inclusion of Zheshang Bank in the systemically important list is expected to enhance its market reputation and brand influence, while also imposing stricter requirements on its capital adequacy and governance [6][7]. - For Industrial Bank, moving from the third to the second group may alleviate some capital pressure and reduce compliance costs, reflecting a relative improvement rather than a decline in operational performance [7].
这家公司连续六年亏损!口腔医疗“内卷”加剧,跨界整合遭遇“成长烦恼”
Hua Xia Shi Bao· 2026-02-15 10:12
Core Viewpoint - Haocen Medical Technology Co., Ltd. is expected to report a significant decline in revenue and increased losses for the fiscal year 2025, primarily due to intensified competition in the dental medical services sector and asset impairment provisions [2][4]. Financial Performance - The projected revenue for 2025 is between 650 million to 750 million yuan, representing a year-on-year decline of approximately 13% to 25% from 862 million yuan in the previous year [2][3]. - The net profit attributable to shareholders is expected to be a loss of 70 million to 140 million yuan, compared to a loss of 37.69 million yuan in the same period last year [2][3]. - The net profit after excluding non-recurring gains and losses is projected to be a loss of 65 million to 130 million yuan, compared to a loss of 23.88 million yuan in the previous year [2][3]. Reasons for Losses - The company attributes its performance decline to two main factors: pressure on the dental medical services business and asset impairment provisions [4]. - The dental medical services sector is facing increased competition, leading to higher customer acquisition costs and a significant drop in average transaction prices, which has severely impacted profitability [4]. - The company has conducted impairment tests on relevant assets, resulting in provisions for goodwill impairment and long-term equity investment impairment, which have negatively affected current profits [4]. Acquisition and Goodwill - The goodwill primarily stems from the acquisition of Guangdong Delun Medical Group, which was a strategic move to enter the dental medical services sector [5][6]. - The acquisition, completed in November 2021 for a total consideration of 246 million yuan for a 51% stake, aimed to create a dual business model of "dental medical services + industrial manufacturing" [5][6]. - However, Delun Medical has failed to meet its performance commitments for two consecutive years, triggering compensation obligations for the company [7]. Debt and Legal Issues - The company is facing significant debt risks, with a total debt amounting to approximately 181 million yuan, including principal and interest from a bank loan initiated in 2020 [14]. - Legal actions have been initiated by creditors, including a lawsuit to reverse the transfer of a controlling stake in Delun Medical, which has led to the freezing of key assets [15][16]. - The company has proposed various debt restructuring options to address its financial challenges [16]. Control Change - In November 2025, the company announced a significant change in control, moving away from the "Zhongzhi system" due to unresolved obligations, resulting in a lack of actual control [16]. - This change has raised concerns about strategic stability and decision-making efficiency, as the company now operates without a clear controlling entity [17].
“味动力”不动了!均瑶健康陷两年净利润亏损,控股润盈生物业绩承诺“打水漂”
Hua Xia Shi Bao· 2026-02-15 10:12
本报(chinatimes.net.cn)记者张斯文 于娜 北京报道 湖北均瑶大健康饮品股份有限公司(下称"均瑶健康",股票代码:605388.SH)于近日发布2025年年度 业绩预告。公告显示,公司预计2025年年度实现归属于上市公司股东的净利润为-2.16亿元到-1.44亿 元。 (来源:公司公告) 据公告,与上年同期相比,均瑶健康归属于上市公司股东的净利润将减少1.15亿元到1.87亿元,同比减 少395.14%到642.71%。上年同期该指标为-2911.64万元。 同时,公司预计2025年年度实现归属于上市公司股东的扣除非经常性损益的净利润为-2.33亿元到-1.55 亿元,与上年同期相比将减少9704.89万元到1.75亿元,同比减少167.33%到301.00%。上年同期该指标 为-5799.79万元。 公告披露,业绩变动主要受市场环境影响,公司表示报告期内消费环境持续承压,含乳饮料市场份额有 所缩减,下游客户需求不振,公司传统常温乳酸菌业务收入水平较去年同期减少。 目前,这家公司正面临着传统核心产品"味动力"增长失速与新业务投入产出不成正比的双重问题。 "味动力"是均瑶健康主打的一款乳酸菌产品 ...
年产值暴增147%!实探张家口宣化冰雪产业园:从“半城钢”到智造高地,“中国造” 装备远销全球
Hua Xia Shi Bao· 2026-02-15 06:45
临近春节,在张家口中索国游索道工程技术有限公司(下称"中索国游")的生产车间,依然是一派繁忙 景象。工人们正围着一条即将交付的脱挂式索道进行二次试装,加紧完成发运前的收尾工作。 总经理王宁刚指着一套大型驱动设备告诉《华夏时报》记者:"我们现在有固定式索道和脱挂式索道, 现在看到的这个是我们最新研发的10人吊厢脱挂式索道。"他解释道,脱挂式指的是缆车进入站内后, 抱索器会脱离钢索,进入另一套系统,以每秒0.1米或0.2米的速度慢行,从而保证游客更安全地上下 车。 华夏时报记者 王敬 张家口摄影报道 2026年立春已过,冀北大地的风依旧裹挟着几分凛冽寒意,但在素有"半城葡萄半城钢"之称的张家口宣 化区,冰雪产业园内却涌动着蓬勃暖意,一派热火朝天的生产景象。这座2018年启动规划建设的产业 园,一期工程累计估算投资8.3亿元、占地450亩,如今已建成完善配套设施,更凭借亮眼实绩获评河北 省战略新兴(冰雪)产业示范基地、河北省体育产业示范基地,成为老工业基地转型的标杆。 穿过厂区堆积如山的半成品部件,耳边传来的是数控机床的切削声与焊接枪的滋滋声。依托老工业基地 深厚的机加工底蕴,宣化冰雪产业园在"冰雪经济"的新赛道上 ...