(责任编辑：马欣) 中国经济网北京2月2日讯 来自中国外汇交易中心的数据显示，今日人民币对美元汇率中间价报6.9695， 较前一交易日下调17个基点。 中国人民银行授权中国外汇交易中心公布，2026年2月2日银行间外汇市场人民币汇率中间价为：1美元 对人民币6.9695元，1欧元对人民币8.2651元，100日元对人民币4.4926元，1港元对人民币0.89249元，1 英镑对人民币9.5385元，1澳大利亚元对人民币4.8430元，1新西兰元对人民币4.1916元，1新加坡元对人 民币5.4759元，1瑞士法郎对人民币9.0099元，1加拿大元对人民币5.1098元，人民币1元对1.1546澳门 元，人民币1元对0.56557马来西亚林吉特，人民币1元对10.9237俄罗斯卢布，人民币1元对2.3227南非兰 特，人民币1元对208.04韩元，人民币1元对0.52681阿联酋迪拉姆，人民币1元对0.53803沙特里亚尔，人 民币1元对46.0801匈牙利福林，人民币1元对0.50968波兰兹罗提，人民币1元对0.9035丹麦克朗，人民币 1元对1.2784瑞典克朗，人民币1元对1.3836挪威克朗，人民币1 ...

Core Insights - The pharmaceutical industry is approaching a critical juncture with the impending implementation of the "Traditional Chinese Medicine Registration Management Regulations" by July 1, 2026, which will require clarity in drug labeling and safety information [1][2] Industry Overview - The "life and death clause" for traditional Chinese medicine (TCM) was officially implemented on July 1, 2023, mandating that any drug label containing "unclear" information regarding contraindications, adverse reactions, or precautions will not be re-registered after the three-year grace period ending on July 1, 2026 [2] - As of the end of 2025, there are approximately 57,000 valid TCM approval numbers in China, with over 40,000 of these lacking clear safety information, indicating a significant challenge for many products [2] Safety and Quality Transition - Concerns regarding the safety of TCM have been addressed by experts, highlighting that TCM accounts for only 12% of reported adverse drug reactions over the past five years, compared to 81% for chemical drugs, suggesting that TCM is relatively safe [3] - The new regulations aim to enhance the quality of TCM by transitioning from a focus on quantity to prioritizing quality, thereby improving the clarity and evidence-based nature of drug usage [3] Company Responses - Leading companies in the TCM sector, such as Yiling Pharmaceutical, have proactively revised their product labels to comply with the new regulations, ensuring that all necessary safety information is clearly stated [4] - Other companies like Rongchang Pharmaceutical and Buchang Pharmaceutical have also completed the necessary updates to their product descriptions, indicating a strong industry response to the regulatory changes [4] - The upcoming deadline is seen as an opportunity for compliant companies to strengthen their market position by eliminating lower-quality competitors, marking a shift towards responsible and high-quality development in the TCM industry [4]

面对大量资金涌入，理财公司在资产端面临更多机遇和挑战。一方面，新质生产力蓬勃发展、"南向通"扩容 等为理财行业提供了优质投资标的；另一方面，随着广谱利率持续下行，固收类资产收益随之回落，传统高 收益资产供给面临收缩。中银理财表示，在此背景下，要平衡好客户期望稳健收益和优质资产稀缺的矛盾， 一是要推动投资范式从"资产引领"向"策略引领"转变，减少对单一品类资产、单一赛道红利的依赖，搭建多 元策略池；二是要做好客户精细化分层，以客户风险偏好和收益目标为导向，匹配相应的策略组合。 年关将至，银行理财市场热度不减。随着存款利率下行，不少低风险偏好资金向银行理财迁徙。 1月23日，银行业理财登记托管中心发布的《中国银行业理财市场年度报告（2025年）》显示，截至2025年 末，银行理财市场存续规模33.29万亿元，较年初增长11.15%；全年累计新发理财产品3.34万只，募集资金 76.33万亿元。其中，固定收益类产品存续规模为32.32万亿元，占全部理财产品存续规模的97.09%；风险等 级为二级（中低）及以下的理财产品存续规模为31.87万亿元，占全部理财产品存续规模的95.73%。 上海金融与发展实验室首席专家、 ...

Group 1 - A total of 46 new fund managers have started their roles since the beginning of the year, primarily managing equity funds [1][2] - The new fund managers come from 35 different fund companies, including both large and small public funds, with a majority focusing on equity funds [2][3] - The educational background of the new fund managers is diverse, with all holding at least a master's degree, and many having experience as researchers or assistants before becoming fund managers [4][5] Group 2 - The trend of "sell-side to buy-side" career progression remains prevalent, with many new managers having transitioned from research roles [4][6] - New fund managers are generally younger, with many being born in the 1980s and 1990s, and they exhibit strong educational qualifications [4][7] - The average tenure from researcher to fund manager is around 6 to 8 years, with some achieving this in as little as 3 years [5][6] Group 3 - New fund managers often face challenges such as low initial attention and small management scales, requiring them to develop their investment frameworks [7][8] - Collaboration with experienced fund managers is common, allowing new managers to learn and grow in their roles [7][8] - Emphasis is placed on long-term performance and risk control, with a shift towards evaluating managers based on their ability to generate sustainable returns [8][9]

发展机器人产业的目的是"服务于人"。相比单纯的"炫技"，公众更期待机器人能亮出真正的"硬核功 夫"，切实解决生产制造、生活服务中的实际问题。如何实现？这既有赖于技术突破与产业链支持，也 需政策与标准协同推进，更呼唤社会各界给予更多耐心与理性期待。这条路不容易走，却足够务实，需 要各方携手并进。 业界普遍预测，2026年至2028年具身智能有望实现快速落地。目前，国内已构建完整的人形机器人产业 链，工业巡检与物流、商业服务与导览、家庭陪伴与护理三大场景。相信随着技术日益成熟、场景持续 丰富，人形机器人终将走进千家万户、服务千行百业，成为我们生活中的重要一员。或许有一天，我们 可以在家里和人形机器人一起看春晚、迎新年。（中国经济网评论员 梁瑜） 经济日报-中国经济网评论理论频道开放投稿，原创评论、理论文章可发至cepl#ce.cn（#改为@）。详见 经济日报-中国经济网评论理论频道征稿启事。 （责任编辑：年巍) 从"能跳舞"到"会干活"，产业超预期迭代演进，靠的是硬实力。攻克大模型、一体化关节、算力芯片等 核心技术，"青龙""天工"等开源公版机与"开物"操作系统相继问世，为产业发展筑牢技术根基。政策赋 能则为产业 ...

Core Insights - The report indicates that China's cultural and tourism industries will experience steady progress and high-quality development by 2025, driven by new productive forces and consumption upgrades [1] - The report highlights ten trends in the industry, including the integration of social aesthetics and experiential economy, modernization of cultural narratives, and the digital transformation of industry logic [1] Industry Overview - The report is the first comprehensive annual academic achievement reviewing both cultural and tourism sectors, providing insights into policy trends, industry hot topics, and significant events [1] - It emphasizes the importance of cultural tourism consumption as a key driver for domestic demand recovery and a critical link for internal and external circulation [1] Expert Opinions - Experts noted that the report captures new trends and characteristics in consumption changes and industry innovations, providing essential support for government decision-making and business operations [2] - The report is seen as a guide for strategic planning, policy development, and environmental optimization in the cultural tourism sector [2] Development Trends - Key characteristics of the current cultural and tourism sectors include policy empowerment, technological support, scene implementation, consumer engagement, and quality improvement [3] - The integration of technology and culture, as well as the exploration of full-scenario value, are essential for development during the 14th Five-Year Plan period [3] Future Directions - The industry is expected to focus on the emotional value of experiences, with innovation driving the enhancement of spiritual value and consumer purchasing power [3] - The competition in cultural and tourism consumption will revolve around attention economy, with strategies to capture consumer time being a significant challenge [5] Long-term Perspective - The industry must adopt a long-term view on investment and operations, recognizing the evolving logic of development while maintaining the characteristics of long-termism [6] - The role of individuals in the cultural and tourism sectors will become increasingly important, emphasizing the need for products and experiences that meet consumer demands [6]

Group 1 - The core point of the article highlights the strong demand for train tickets during the Spring Festival travel period, with a total of 64.61 million tickets sold as of February 1 [1] - The popular departure cities include Guangzhou, Beijing, Shanghai, Shenzhen, Chengdu, Hangzhou, Chongqing, Wuhan, Nanjing, and Xi'an, while the popular arrival cities are Beijing, Guangzhou, Chengdu, Shanghai, Hangzhou, Chongqing, Shenzhen, Wuhan, Zhengzhou, and Xi'an [1] - The ticket sales for February 15, which is the peak travel day, have begun, indicating a robust travel demand ahead of the festival [1] Group 2 - The railway department is implementing a flexible pricing strategy during the Spring Festival, offering discounts on tickets for less popular routes, with discounts reaching up to 80% for certain trains [4] - Specific examples of discounted tickets include a 20% fare for the Z4189 train from Zhengzhou to Guangzhou and a 20% fare for the K4906 train from Kunming to Hangzhou [4] - The railway department is utilizing big data from the 12306 platform to analyze passenger demand in real-time and adjust ticket availability accordingly, ensuring that both long-distance and short-distance travelers are accommodated [4]

登录新浪财经APP 搜索【信披】查看更多考评等级 近日，一些自媒体声称，国投白银LOF（161226）下周一（2月2日）复牌不设涨跌停，对此国投白银 LOF进行了辟谣。2月1日晚，国投瑞银基金微信发布情况说明称："本基金将于2026年2月2日开市起至 当日10:30停牌，自2026年2月2日10:30复牌。复牌后的交易按照《深圳证券交易所交易规则》的相关规 定执行，价格涨跌幅限制比例为10%。请各位投资者不轻信市场传言，理性决策。" 受国际银价此前暴涨影响，国投白银LOF备受市场关注。停牌之前，该基金在二级市场已连续两个交易 日涨停，最新价格报收于5.247元/份，相较于其最新净值溢价约为60%。 同日，国投白银LOF发布公告称，若该基金2026年2月2日二级市场交易价格溢价幅度未有效回落，该基 金有权通过向深圳证券交易所申请盘中临时停牌、延长停牌时间等措施，向市场警示风险，具体以届时 公告为准。 3、截至目前，本基金无其他应披露而未披露的重大信息。本基金管理人仍将严格按照有关规定和要 求，及时做好信息披露工作。 4、本基金二级市场的交易价格，除了有基金份额净值波动的风险外，还会受到市场供求关系、系统性 风险 ...

Core Viewpoint - The Shanghai Stock Exchange's Listing Review Committee approved the refinancing of SIDA Semiconductor Co., Ltd. (603290.SH), confirming that it meets the issuance, listing, and information disclosure requirements [1] Group 1: Issuance Details - SIDA Semiconductor plans to issue convertible bonds to unspecified investors, with a face value of RMB 100.00 per bond, and a total fundraising amount not exceeding RMB 150 million [2][3] - The bonds will have a term of six years from the date of issuance, with the interest rate to be determined based on market conditions and company specifics [2][3] - The initial conversion price for the bonds will be set at or above the average trading price of the company's stock over the previous twenty trading days prior to the announcement [3] Group 2: Fund Allocation - The total investment for the projects funded by the issuance is RMB 203.43 million, with the following allocations: - RMB 60 million for the automotive-grade SiC MOSFET module manufacturing project - RMB 27 million for the IPM module manufacturing project - RMB 20 million for the industrialization of automotive-grade GaN modules - RMB 43 million for working capital [4] Group 3: Credit Rating - The bonds have been rated "AA+sti" by Dagong Global Credit Rating Co., Ltd., with a stable outlook for the company's credit rating [4]

Core Viewpoint - The China Iron and Steel Association (CISA) held its 13th member conference, summarizing the steel industry's performance in 2025 and outlining the development direction for the 15th Five-Year Plan, emphasizing the need for strategic clarity and confidence in development amidst a challenging market environment [1] Group 1: Industry Performance and Characteristics - In 2025, the steel industry is expected to maintain stable operations, with economic benefits increasing and resilience strengthening, characterized by a continued supply-demand imbalance, high steel exports, declining imports, lower steel prices with minor fluctuations, increased total profits, and improved environmental indicators [1] - The 15th Five-Year Plan period is crucial for achieving socialist modernization and high-quality development in the steel industry, with global economic resilience and cautious external demand, while domestic economic stability presents new opportunities amidst differentiated downstream demand [2] Group 2: Challenges and Recommendations - The steel industry faces significant challenges, including a persistent supply-demand imbalance, low industry concentration, declining profitability, branding shortcomings, and high trade barriers affecting exports [2] - Recommendations for the steel industry include deepening supply-demand collaboration, fostering innovation, enhancing standards, promoting green and intelligent transformation, strengthening safety measures, improving supply chain efficiency, and solidifying policy support for high-quality development [2] Group 3: Trade and Export Analysis - Despite achieving record-high steel exports in 2025, the industry must recognize the challenges of increasing export volume while facing declining prices, making exports a critical channel for absorbing production under the supply-demand imbalance [3] - The Ministry of Commerce emphasizes the importance of compliant, high-quality, and mutually beneficial development in the steel trade, pledging to support steel enterprises in navigating trade risks and promoting healthy industry growth through precise policies [3] Group 4: Organizational Developments - The conference also included the election of new vice presidents and the approval of new vice president units, alongside discussions on membership expansion, the establishment of a price supervision system, and initiatives aimed at quality improvement in the steel industry [4]