1月24日，山东得利斯食品股份有限公司（以下简称"得利斯"）上海运营中心及旗舰店在上海市杨浦区 启用。山东省及上海市相关部门负责人，潍坊市、诸城市有关领导，以及公司代表共同出席活动。此举 标志着得利斯在华东市场的布局进入新阶段。 公司董事长郑思敏在启用仪式上表示，上海运营中心是得利斯立足长三角、辐射全中国、链接全世界的 战略抉择。未来，得利斯将以上海总部为引擎，以更优质的产品、更完善的服务、更开放的姿态，共拓 中国肉食品行业的新未来，为推动中国食品行业高质量发展贡献得利斯力量。 值得一提的是，该运营中心同步设立了研发中心，聚焦中式、西式等预制食品的创新开发。得利斯始终 坚持自主创新的发展道路，建设了低温肉制品重点实验室、食品安全追溯与预警工程研究中心两个市级 研发平台，研发能力处于国内领先水平。依托上海先进的技术发展风向和众多的餐饮、食品人才资源， 公司有望构建更具创新能力的技术研发平台，进一步丰富在预制食品领域的产品储备，持续在产品端、 标准端、安全端等方面建立技术优势，助力公司扩大市场份额，夯实预制食品领先企业的地位。 品牌展示与业务协同方面，运营中心将成为链接合作伙伴、消费者与行业的重要桥梁。公司表示， ...

Core Insights - Medtronic and Mindray North America announced an upgraded strategic partnership in patient monitoring, extending from hospital settings to Ambulatory Surgery Centers (ASCs) in the U.S. to meet the growing monitoring needs in both inpatient and outpatient environments [1][2] - The collaboration aims to provide higher quality and cost-effective care for outpatient patients, leveraging both companies' established cooperation and technical integration experience, particularly in perioperative scenarios [1] Group 1 - The partnership focuses on the unique demands of outpatient settings, as more surgeries transition from inpatient to outpatient environments, leading to an increased demand for flexible and advanced monitoring devices [1] - Medtronic will integrate several core monitoring technologies into Mindray's platform, including Microstream™ capnography, BIS™ brain function monitoring, Nellcor™ pulse oximetry, and INVOS™ regional oximetry, significantly lowering the barriers for outpatient adoption of advanced monitoring technologies [1][2] Group 2 - Mindray North America is actively advancing the integration of Medtronic's next-generation monitoring products, including the upcoming INVOS™7100 and new BIS™ systems, to provide cutting-edge monitoring solutions for outpatient settings [2] - The collaboration will utilize the integrated distribution network to promote the procurement and deployment of Mindray monitoring systems equipped with Medtronic technology within the U.S. healthcare system, enhancing technical coverage [2] - The partnership exemplifies a successful integration of hospital-grade patient monitoring technology into outpatient settings without increasing system complexity, thereby optimizing workflows and maintaining clinical confidence [2]

参会的投资人表示，对这套"智慧大脑"印象深刻，它运行在同一套数据体系里，都能通过"智能体商 城"获得新技能。这听起来像是，"一个垂直领域的"'机器人操作系统'"，"未来每个城市可能都需要一 个'城市清洁大脑'，"一位投资人分析，"就像每个城市都需要水电煤一样。" 城市服务环卫AI的最深的壁垒，也许不是技术，而是场景和数据。玉禾田29年积累了全国上百个城市 的作业数据、气候数据、路况数据——这些积攒下来的数据资产，恰恰是AI最需要的"高质量场景燃 料"。也是智慧大脑未来重磅发力的核心。 清扫机器人-产品图 1 月 23 日，深圳这场聚焦 "数智创新发展 机器人战略转型" 的盛会，环卫巨头玉禾田（300815）29周年 战略转型发展大会上，玉禾田携旗下玉树智能机器人亮出 "全场景机器人军团" 的硬核配置，并以AI智 慧大脑、数字员工、智能体商城，系统性展现向 "数智城市综合服务商" 的进化。玉禾田董事长周平正 式宣布，成立29年的玉禾田进入"AI深度驱动、人机共生"为核心的全面智能化发展新阶段。 展厅参观-现场图 在发布环节中，智慧大脑、AI@数智城市大管家2.0、智能体工厂、城市治理智能体应用商城重磅登 场；从 ...

Group 1 - The World Economic Forum Annual Meeting 2026, themed "Spirit of Dialogue," took place in Davos, Switzerland, attracting nearly 3,000 representatives from over 130 countries to discuss global development issues [1] - The Vice President of Seres Group, Kang Bo, emphasized the importance of dialogue in establishing common goals and building win-win partnerships amid complex global changes [2] - Seres Group aims to create an open cooperative ecosystem, enhancing collaboration with global suppliers and transitioning from "going out" to "integrating in" [2] Group 2 - The Chinese new energy vehicle industry has rapidly developed over the past five years, shifting the focus from electrification to intelligence, with cars evolving into "mobile intelligent entities" [3] - Seres Group has positioned itself as a pioneer in intelligence, proposing the brand concept of "Smart Reshaping Luxury" and collaborating with Huawei to launch the high-end new energy vehicle brand, AITO [3] - The AITO series has received market recognition, with cumulative deliveries exceeding 1 million units, including over 270,000 units of the AITO M9, maintaining a leading position in the 500,000-level sales category for 21 consecutive months [3] - Looking ahead, Seres Group will continue to focus on three strategic directions: globalization, brand premiumization, and AI integration, while deepening collaborative innovation with global partners [3]

德国国家科学院院士Roland Eils(罗兰.艾尔斯)尤其关注AI对疾病预防的价值，因为预防疾病是降低成 本、减轻医疗系统压力的最有效途径。他认为，面对全球人口老龄化带来的医疗负担，从"被动医疗"转 向"主动预防"很有必要，他建议利用大规模真实医疗数据构建用于疾病风险预测的AI大模型，包括电子 健康记录等。 1月23日，在2026大湾区医疗健康创新大会上，钟南山、罗兰.艾尔斯等国内外知名院士就"AI+医疗"发 展重磅发声。中国工程院院士钟南山表示，人工智能等数字技术正深刻改变着医疗服务的模式和效率， 推动智慧医疗不是为了取代医生，而是为了医生更好回归到"以人为本"而不是"以病为本"的初心，不是 单纯为了炫技，而是为了解决老百姓看病贵、看病难的实际问题。 当前，在"健康中国"战略和"人工智能+"行动等国家政策倡导下，国内开始涌现出人人可享的AI健康助 手，对居民主动健康管理发挥重要作用。其中，去年上线的AI健康应用"蚂蚁阿福"已成为国内最大的健 康管理类App，单日用户提问量超过1000万，这些用户55%来自三线及以下城市。蚂蚁阿福还向全国医 生开放"AI分身"技术，六位院士领衔的超1000位医生在阿福App ...

Group 1 - The core viewpoint of the report is that with a stable fundamental base, the growth potential of the company is promising [1][3] - Hongrun Construction is one of the earliest private enterprises to enter the shield tunneling construction sector in China, with over 300 kilometers of cumulative tunneling in more than 20 cities, showcasing its leading position in technical experience and project management capabilities [1] - The company is deepening its engagement in core urban agglomerations under the "Yangtze River Delta Integration" strategy, with stable business segments in urban rail transit and underground space [1] Group 2 - The company is expanding its business from traditional infrastructure to include investments in photovoltaic power plants and energy storage, forming a more balanced growth structure [1] - The new energy business is entering a high growth phase, projected to achieve a revenue increase of 298% year-on-year in 2024 and 94% in the first half of 2025, contributing significantly to profit growth [1] - The strategic shift from "construction contracting" to "infrastructure + new energy" is beginning to show results as projects accelerate [1] Group 3 - The company is strategically investing in AI robotics, establishing a joint venture with Matrix Super Intelligence to focus on key modules such as servo motors and intelligent algorithms [2] - The construction industry is currently in a contraction phase due to tightening local finances, with new contracts declining for two consecutive years, leading to pressure on the company's main business profitability [2] - As debt reduction policies continue to improve the cash flow environment, there are signs of recovery in the company's operating cash flow and cash collection ratio for 2024-2025H1 [2] Group 4 - The partnership with Matrix Super Intelligence aims to promote the large-scale application of robotics in urban infrastructure and industrial operations [3] - The ongoing commissioning of new energy projects is expected to drive performance growth, while traditional municipal construction is anticipated to gradually recover as debt reduction progresses [3] - Overall, the company's growth potential remains promising with a stable fundamental base [3]

1月22日，横店东磁（002056.SZ）发布产业基金对外投资进展公告称，公司股权投资基金联合柏晖秋实 股权投资基金、东阳市英洛华股权投资基金，作为领投方共同参与山西秦能与山西秦云两家标的公司 （合称"BCI"）的A轮融资，领投金额合计达6亿元。其中，横店东磁股权投资基金出资3亿元，柏晖秋 实出资2亿元，东阳市英洛华出资1亿元。相关投资协议已于2026年1月22日签署，标志着产业基金规模 扩至5亿元后的首个投资项目落地。 横店东磁投资BCI的股权，标志着这家以磁性材料和新能源双轮驱动发展的企业，深度融入新质生产 力，向算力基础设施的零碳化转型迈出新的一步。 BCI所处的低碳、零碳算力基础设施赛道正处于稳步发展阶段。在"双碳"目标背景下，数据中心等高载 能算力基础设施的绿色转型已成为必然趋势。算电协同、就近消纳、装备制造正成为算力基础设施投资 的重要方向。 当前，中国的数字经济已进入高质量发展新阶段，数据中心及配套产业作为数字经济的核心算力基础设 施，其市场需求呈现持续快速扩容态势，行业增长前景广阔；BCI致力于打造"工业4.0"时代垂直一体化 产业模式，聚合持有能源、园区和装备等算力基础设施产业全要素配套能力 ...

Core Viewpoint - The new type of energy storage station, referred to as a "super power bank," is becoming a crucial element in ensuring stable electricity supply during the winter months as urban electricity demand rises [1] Group 1: Company Overview - Jinko Technology (601778.SH) has launched the Feidong Jinying 100MW/200MWh energy storage station, which is the first 100-megawatt grid-side energy storage project in Hefei [1] - The energy storage station is located in the Feidong Circular Economy Demonstration Park and is expected to be operational by September 2025 [1] - Since its entry into the new energy storage business in 2022, Jinko Technology has established multiple energy storage applications across various provinces including Gansu, Hebei, Zhejiang, Jiangsu, Guangdong, and Anhui [1] Group 2: Project Details - The Feidong Jinying energy storage station can operate continuously at maximum power for approximately 2 hours and is divided into 40 battery cabins across 4 independent operating zones, enhancing overall operational reliability [1] - The station has delivered nearly 10 million kilowatt-hours of electricity to the Hefei region since its operation, effectively achieving peak shaving and valley filling [1] Group 3: Industry Trends - The company is positioning new energy storage as a new growth driver, accelerating the nationwide layout of independent energy storage business through a light asset operation strategy [1]

Core Insights - Aishalon officially listed on the Beijing Stock Exchange on January 21, marking a new chapter in its capital market journey [1] - The company, established in 2015, focuses on the research, production, and sales of disposable medical consumables in rehabilitation care and medical protection [1] Group 1: Business Model and Partnerships - Aishalon specializes in disposable medical consumables such as medical nursing pads and surgical drapes, primarily through ODM/OEM models for international medical device brands [2] - The company has established long-term strategic partnerships with notable brands including Medline Group (USA), Zarys Group (Poland), and Sejong Healthcare (South Korea) [2] - The chairman highlighted that the company has maintained relationships with core clients for over ten years, contributing to stable performance despite high customer concentration [2] Group 2: Innovation and R&D - As of the signing date of the prospectus, Aishalon holds 77 patents, including 21 invention patents, with a continuous increase in R&D investment focused on product performance upgrades and new product development [3] - The company plans to gradually develop its own brand while maintaining its ODM/OEM foundation, aiming for higher market value [3] Group 3: Future Growth and Strategy - The successful issuance and subsequent fundraising will allow Aishalon to expand existing production capacity and increase R&D investment in new medical consumables [4] - The company aims to transition from a single dressing manufacturer to a broader medical consumables manufacturing and service platform, reducing dependency on single products and clients [4] - Aishalon is establishing a global production footprint with a core domestic base and new facilities in Thailand and Morocco, demonstrating strategic vision to adapt to international trade changes and cost pressures [4]

Core Viewpoint - The company, Aoni Electronics, has announced a stock option incentive plan aimed at binding core talents with the company's interests and enhancing its competitiveness in the AI computing power sector [1][2]. Group 1: Incentive Plan Details - Aoni Electronics plans to grant a total of 1.2 million stock options to 9 core personnel, representing approximately 1.03% of the company's total share capital [1]. - The incentive plan is designed to cover key talent across the AI computing industry chain, including R&D, production, and operations, to stimulate team initiative and creativity [1]. Group 2: Performance Targets - The performance targets set for the incentive plan are significantly higher than previous benchmarks, reflecting the company's strong confidence in future growth [2]. - Specific company-level performance conditions include: - 2026 revenue of no less than 1.5 billion yuan and net profit of no less than 50 million yuan - 2027 revenue of no less than 2.2 billion yuan and net profit of no less than 100 million yuan - 2028 revenue of no less than 3 billion yuan and net profit of no less than 150 million yuan - This indicates a doubling of revenue and a 200% increase in net profit over three years [2]. Group 3: Risk Management and Compliance - The exercise of stock options is tied to individual performance assessments, ensuring that those who do not meet the required performance levels will not be able to exercise their options [2]. - The exercise price is set at 44.25 yuan per option, and the company will not provide any financial assistance to the incentive recipients [2]. Group 4: Strategic Outlook - The stock option incentive plan reflects Aoni Electronics' optimistic outlook on the implementation of its AI computing strategy and future growth potential [2]. - With a focus on strategy, talent binding, and high-performance targets, the company is expected to achieve continuous breakthroughs in the AI-driven market [2].