"五个着力"是开局关键 上海市政府副秘书长、市发展改革委主任顾军表示，今年是"十五五"开局之年，全市生产总值增长预期 目标为5%左右。为奋力实现"十五五"良好开局，关键是"五个着力"。 2月7日，上海市人民政府举行市政府主题记者会。上海市发展改革委、市经济信息化委、市商务委、市 科委、市人力资源社会保障局、市民政局负责人出席，回答中外记者关心的问题。 一是着力以国家战略为牵引，全面深化改革开放。上海将加快"五个中心"建设，深入推进浦东引领区、 自贸试验区及临港新片区、虹桥国际开放枢纽、东方枢纽国际商务合作区等改革开放高地建设，推进长 三角一体化发展，加快将改革开放红利转化为经济发展效益。 二是着力促消费扩投资稳外需，积极扩大有效需求。上海将深入实施提振消费专项行动，放大文旅商体 展联动效应，进一步扩大服务消费。着力扩大有效投资，全年安排重大工程正式项目184项，计划投资 额2550亿元。推动外贸外资稳量提质，实施跨境贸易便利化措施，支持外贸企业开拓多元化市场。 三是着力培育壮大新质生产力，引领产业转型升级。上海将深化前沿领域和硬科技产业布局，落实三大 先导产业"上海方案"、先进制造业转型升级三年行动方案等政策 ...

近日，上海市经信委召开《上海市支持先进制造业转型升级三年行动方案（2026—2028年）》（下 称《行动方案》）政策宣贯会。 《行动方案》明确，到2028年，新增年产值10亿元以上制造业企业100家，累计超过600家，带动产 业链新增规上工业企业500家，规上制造业企业研发费用占营收比重显著提升。《行动方案》自2026年1 月1日起实施，有效期至2028年12月31日。 四大行动17条举措夯实产业根基 二是创新攻关强基行动。支持企业加大基础研究投入力度，根据投入力度分档给予一次性财政补 助。鼓励企业设立研发中心和开放式创新平台，与高校院所共享科研基础设施。对研发费用连续高增长 企业，研究给予一次性奖励。 聚焦关键环节关键技术，加速攻关突破。支持企业聚焦激光制造、新型能源等前沿技术开展基础研 究。聚焦集成电路、高端装备等重点产业链和产业链关键环节开展核心技术和重点技术攻关。 三是能级质效跃升行动。在技术改造方面，推动企业开展生产、研发、设计、服务、品牌全流程改 造升级，对技术改造给予财政资金支持。支持化工园区外存量化工企业在符合条件的情况下，开展项目 建设。支持企业用未分配利润扩大生产和开展技术改造。 在数智转 ...

Market Overview - A-shares opened lower due to overnight declines in US stocks but quickly rebounded before a late-session drop, with most major indices closing down [1] - The market showed increased volatility, with 2,749 stocks rising and sectors like oil, chemicals, and power equipment performing strongly, while consumer goods and technology stocks, such as liquor and telecommunications, led the declines [1][7] Investment Sentiment - Analysts suggest that A-shares are likely to continue a volatile upward trend, presenting opportunities for bottom-fishing [3][15] - During the current market consolidation phase, a defensive strategy is recommended, with a balanced allocation between undervalued blue chips and high-growth sectors, while controlling positions to avoid over-concentration [3][16] Trading Activity - The Shanghai Composite Index fell by 0.25% to 4,065.58 points, while the ChiNext Index dropped by 0.73% to 3,236.46 points, and the Shenzhen Component Index decreased by 0.33% [4] - Market trading activity continued to decline, with a total trading volume of 2.16 trillion yuan, down to 308.9 billion yuan [4] - Margin trading balances decreased to 2.68 trillion yuan as of February 5, indicating a cooling sentiment among leveraged funds [4] Stock Performance - Individual stock performance was mixed, with 2,550 stocks closing down and 61 stocks hitting the daily limit up [5] - Notable performers included Ningde Times (300750), which rose by 1.7% to 369.11 yuan per share, while Guizhou Moutai (600519) fell by 2.57% to 1,515.01 yuan per share [5][6] - The consumer goods sector, including food and beverages, saw declines exceeding 2%, while sectors like chemicals and power equipment experienced gains [8][9] Sector Analysis - The oil and petrochemical sector saw a rise of 2.55%, while the basic chemicals sector increased by 2.05% [9][11] - Defensive sectors such as consumption and banking showed relative strength amid market volatility [13][14] - The technology sector experienced a shift in funds, moving from high-growth stocks to more stable blue-chip companies [14] Future Outlook - Investors are advised to focus on low-valuation stocks with stable performance and high growth potential, while being cautious of overvalued stocks [15][16] - The upcoming Chinese New Year and the National People's Congress in March may influence market dynamics, with expectations of a more stable market post-holiday [15][16]

Core Viewpoint - The recent extreme decline in the Guotou Ruijin Silver LOF fund is attributed to a significant drop in its net value, leading to a liquidity crisis and investor dissatisfaction due to delayed communication from the fund management [3][4][6]. Group 1: Fund Performance and Valuation - On February 6, the Guotou Ruijin Silver LOF opened at 3.099 yuan, marking its fifth consecutive trading day of hitting the limit down [1]. - As of February 5, the fund's net value was reported at 2.4073 yuan, with a market trading price premium of 28.73%, indicating that the premium bubble has not fully dissipated [1][2]. - The fund experienced a drastic net value drop of 31.5% on February 2, from 3.2838 yuan on January 30 to 2.2494 yuan, surpassing the Shenzhen Stock Exchange's 10% daily limit down [3]. Group 2: Investor Response and Management Actions - In response to the market uproar and investor demands, the fund management established a working group to address the valuation adjustment issues and facilitate investor claims through various legal channels [4]. - The fund management's late announcement regarding the valuation adjustment on February 2 has led to significant investor dissatisfaction and raised questions about the transparency of the fund's operations [3][4]. Group 3: Market Dynamics and Risks - The Guotou Ruijin Silver LOF is the only public fund primarily investing in silver futures, making it susceptible to premium risks due to its scarcity [6]. - The fund has issued 25 premium risk alerts and multiple trading suspension notices since 2026, indicating ongoing concerns about speculative trading [6]. - The liquidity crisis was exacerbated by the fund's long-term premium, which was driven by trading restrictions on silver futures and the T+2 redemption lag, leading to a failure of normal arbitrage mechanisms [6][7]. Group 4: Regulatory and Market Implications - The incident serves as a warning regarding the high risks associated with premium investments, particularly when the premium exceeds 30%, as historical data shows a sharp increase in the probability of drawdowns [7]. - The complexity of valuing cross-border pricing products like silver is highlighted, as fluctuations in international prices can lead to significant discrepancies in domestic valuations [7]. - There is a call for regulatory improvements to establish clearer guidelines for cross-border fund valuations and to create mechanisms linking premium rates with trading suspensions to protect investors [8].

境内虚拟货币相关业务活动再次被明令禁止！2月6日晚间，中国人民银行等八部门发布《关于进一步防范和处置虚拟货币等相关风险的通知》（下称 《通知》）。 | | | | 中国人民银行 THE PEOPLE'S BANK OF CHINA | | 条法司 Legal Affairs Depar | | --- | --- | --- | --- | --- | --- | | 信息公开 | 新闻发布 | 法律法规 | 货币政策 | 宏观审慎 | 信贷政策 | | | 金融科技 | 人民币 | 经理国库 | 国际交往 | 人员招录 | | 服务互动 | 政务公开 | 政策解读 | 公告信息 | 图文直播 | 央行研究 | | | 网送文告 | 办事大厅 | 在线申报 | 下载中心 | 网上调查 | | 首页 | | 2026年2月6日 星期五 我的位置:首页 > 条法司 > 规范性文件 | | | | 《通知》指出，违反本《通知》规定开展虚拟货币、现实世界资产代币化相关非法金融活动，以及为虚拟货币、现实世界资产代币化相关业务提供服务 的，依照有关规定予以处罚；构成犯罪的，依法追究刑事责任。对于明知或应知境外主体非法向境 ...

2月6日，为进一步加强和规范银行保险机构许可证管理，金融监管总局修订发布《银行保险机构许 可证管理办法》（下称《办法》），自2026年6月1日起施行。 《办法》共三十二条，坚持金融特许经营、持证经营原则，适应金融监管实际需要，进一步规范、 调整许可证分类及适用对象，压实银行保险机构许可证管理主体责任，加强许可证合规管理，坚持过罚 相当原则，细化完善有关行政处罚标准，同时规范、优化工作流程，加强工作程序衔接。 需要注意的是，为进一步规范许可证分类，便于社会公众更好地理解机构持牌经营情况，此次《办 法》修订取消了保险许可证，明确保险机构适用金融许可证。 那么，《办法》正式实施后，对保险机构换领金融许可证有何安排？对此，金融监管总局有关司局 负责人表示，2026年6月1日起，保险机构适用金融许可证。已持有保险许可证的机构应当于2026年6月1 日至2028年5月31日期间向金融监管总局或其派出机构申请换领金融许可证，并同步缴回原保险许可 证，具体换证工作由各级监管部门根据辖内实际情况安排。相关保险机构根据换证工作安排仍暂时持有 原保险许可证的，该许可证在2028年6月1日前继续有效。金融监管总局将加强对换证工作的统 ...

备受关注的23.14亿天价索赔案迎来最新进展。 2月6日，欣旺达（300207）发布公告称，公司已与威睿电动（极氪控股子公司）在一审阶段达成和解。 这场和解的背后是欣旺达承认公司在更换动力电池包一事中的相关责任并将承担对应费用。 费用分担上，双方约定，动力电池包更换的所有费用按实际成本计算。经双方核对确认后，按约定比例共同承担。处理后的旧电池包全部归欣旺达所有。 对于2025年12月31日前已发生的费用，在扣除欣旺达已支付的部分后，欣旺达还需向威睿动力支付6.08亿元剩余款项。2025年12月31日后产生的新费用， 双方将按协议约定的比例分担。 双方的合作源于2021年，彼时极氪为保障供应链安全并获得议价权，引入欣旺达作为宁德时代（300750）之外的第二供应商，双方甚至合资成立山东吉利 欣旺达动力电池有限公司来深化绑定，形成"主供宁德时代、二供欣旺达"的分层供应方案——长续航版搭载宁德时代100度电电池包，性能版（WE86车 型）则采用欣旺达86度电电池包。 然而合作仅两年后，2023年起大量极氪001 WE86车型车主集中反馈充电速度腰斩、续航衰减显著（冬季实际续航较官方数据少跑150公里）、电量显示不 ...

Core Viewpoint - The controversy surrounding the purity of Chow Sang Sang's (00116.HK) gold pendant has reached a significant turning point, with official testing confirming the product's compliance with purity standards [2][6]. Group 1: Incident Overview - The issue began when consumer Ms. Li complained about her newly purchased gold pendant, which showed signs of wear and raised doubts about its gold content [3]. - Initial tests conducted by a local gold recycling store indicated discrepancies in gold content, leading to further scrutiny [4]. Group 2: Official Response and Testing - Chow Sang Sang's official response included a statement acknowledging the customer's concerns and detailing their commitment to resolving the issue [6]. - The local market supervision authority intervened, facilitating a third-party test that confirmed the pendant met the national gold purity standards [2][6]. Group 3: Financial Performance - Chow Sang Sang reported a revenue of HKD 11.04 billion for the first half of 2025, a decrease of 2.45% year-on-year, while net profit rose by 71.44% to HKD 902 million, reversing previous declines [8]. - The improvement in profitability was attributed to rising gold prices and strategic adjustments in product offerings, leading to a 5.2 percentage point increase in gross margin to 33.5% [8].

2月6日，国家金融监督管理总局、中央网信办、公安部、中国人民银行、中国证监会发布风险提 示，提醒广大群众警惕不法"代理维权"侵害，依法理性维权。 近期，社会上一些组织和个人通过短视频及直播等自媒体平台违规制作、散布涉及"全额退保""债 务清零""债务优化""债务协商""债务置换""征信洗白""投顾退费"等不实短视频，甚至以直播形式传 授"技巧"，诱导金融消费者、投资者委托其"代理维权"，从而收取高额咨询费、服务费，以"依法维 权"之名行"非法牟利"之实。此类不法"代理维权"短视频、直播传播不实信息，扰乱金融市场秩序，侵 害金融消费者、投资者合法权益。 具体来看，不法"代理维权"短视频、直播乱象主要包括以下四大特征： 一是谎称"监管部门出新政"。此类短视频、直播以监管部门强化监管、出台监管新规为名，以"全 额退保""债务回收清零""债务置换""免费代看征信"等为噱头，散布"退保新政""债务回收试点政策""全 民清债清查五年规划""洗白大额逾期""证监会新政，X月退费通道开通"等不实信息混淆视听。部分短视 频、直播错误引用甚至有意曲解金融管理部门相关政策规定，让金融消费者、投资者对所谓的"监管新 规"深信不疑。还 ...

蓝箭电子公告，持股5%以上股东上海银圣宇企业管理咨询合伙企业(有限合伙)已于2026年1月7日至2026 年2月5日通过大宗交易累计减持479.99万股，占公司总股本2.00%，减持均价23.72元/股；本次减持后其 持股1142.35万股，持股比例4.76%，减持计划已完成。 ...