积极探索可用于担保的抵（质）押品范围，进一步提升贷款可得性，实际上对金融机构提出了两方面要 求和考验，一是风险识别，二是完善抵押物处置机制。 以往，"小农经济"生产方式下的农业生产周期较短，但在农业产业化发展的趋势下，农业生产投入周期 和见效周期拉长，需要银行机构改变短期化、固定化的产品设计，匹配农业产业化规模大、周期长的资 金需求，提供定制化金融服务。 因此，仅靠传统抵押方式将不再有效满足需求，而供应链金融将有更大的发展空间，农业设施和畜禽活 体抵押则为适应这一趋势提供了路径，有望破解制约农业产业规模扩大的资金瓶颈。 数字技术的运用，则为普惠金融创新提供了适时而必要的技术支持。物联网、电子围栏、生物识别、区 块链等智能化技术，成为银行机构抵押资产管理的重要手段。更为重要的是，数字技术驱动使得农业设 施和畜禽活体抵押大规模推广有了可行性，能够真正实现在押资产作价评估、风险评估模型创新和押品 实时监测。 2月3日，《中共中央 国务院关于锚定农业农村现代化 扎实推进乡村全面振兴的意见》（以下简称《意 见》）提出，努力把农业建成现代化大产业，推动金融机构加大对农业农村领域资金投放。 随着乡村全面振兴战略的推进，我国 ...

Core Viewpoint - The "Opinions" issued by the Central Committee and the State Council emphasize the importance of stabilizing grain and oil production, promoting agricultural modernization, and implementing regular precise assistance to ensure rural revitalization and farmers' income growth [1][2][3]. Group 1: Agricultural Production Capacity and Quality - The "Opinions" aim to stabilize grain production at around 1.4 trillion jin, emphasizing the integration of production capacity, ecological sustainability, and income growth [2]. - The focus is on optimizing agricultural production structure and enhancing grain quality, with projects to improve grain circulation efficiency [2]. - The agricultural development strategy includes increasing the area of high-standard farmland to 75.68 million mu by 2025 and achieving a mechanization rate of 76.7% for crop farming [5][6]. Group 2: Regular Precise Assistance - By the end of 2025, over 7 million monitoring objects will be identified for assistance, with a focus on preventing poverty and promoting stable employment for over 32 million former poverty-stricken laborers [3][4]. - The transition to regular precise assistance marks a shift from temporary measures to a sustainable system that integrates financial and resource policies into rural revitalization [3][4]. Group 3: Farmers' Income Growth - The "Opinions" highlight the goal of increasing farmers' disposable income to 24,456 yuan by 2025, reflecting a 6% real growth compared to the previous year [7]. - Measures to promote income growth include enhancing the quality and efficiency of rural industries and supporting employment stability for migrant workers [8]. - The strategy includes expanding rural consumption through new business models and improving service levels, which is expected to stimulate significant consumer spending [8].

走进通辽市某肉制品加工企业的生产车间，机器轰鸣、人影忙碌，新鲜牛肉在自动化生产线上被迅 速分割、包装，一箱箱贴有"通辽牛肉"标识的产品即将被发往全国各地。"每年春节前都是肉牛屠宰加 工旺季，今年市场需求更旺，订单量比平时多了两成。我想着扩大屠宰规模，保障春节市场供应，但又 担心资金周转不过来。没想到内蒙古农商银行这么快就发放了贷款，真是雪中送炭，现在备货生产心里 特有底。"企业负责人说。 寒冬腊月，科尔沁草原银装素裹。作为全国肉牛产业重要基地的内蒙古自治区通辽市，迎来了一年 中最繁忙时节。 据了解，中国人民银行通辽市分行在走访调研中得知企业扩产遇到资金难题后，立刻联动内蒙古农 商银行通辽中心支行与企业对接，开通金融服务绿色通道，简化审批流程，快速为其发放200万元贷 款，助力企业储备优质肉牛。资金到位后，企业不仅提升了生产效率，还与周边几十户养殖户签订了肉 牛收购协议，既保障了春节市场牛肉供应，又带动了当地养殖户增收。 产业兴旺的红利也落到了链条前端的养殖户。在科尔沁区大林镇，养殖户李大爷数着刚拿到手的售 牛款笑容满面："今年与企业签了订单，收购价好，回款快。以前想扩栏时总为钱发愁，现在用活牛就 能抵押贷款， ...

2025年，全国新设经营主体2574.5万户，在营活跃企业数量同比增长9.8%，占全部企业的比重提高 了4.7个百分点；市场监管系统共接收投诉举报2646万件，为消费者挽回经济损失43.5亿元，全年共召回 消费品823.6万件，统一销毁侵权假冒伪劣商品3683吨；联合国家网信办出台《网络交易平台规则监督 管理办法》《直播电商监督管理办法》，着力营造更加公平、透明、可信的网络交易生态；全国食品安 全监督抽检不合格率为2.74%，多批次抽检不合格企业数量同比下降了57%……2月5日，在国新办新闻 发布会上，市场监管总局副局长邓志勇表示，2025年全国市场监管系统着力提升市场综合监管能力，有 力维护和促进形成强大国内市场，支撑经济增长和推动高质量发展取得明显成效。 持续推进涉企乱收费治理 治理涉企乱收费，事关企业活力的充分释放、营商环境的持续优化，事关高质量发展的全局推进。 市场监管总局价格监督检查和反不正当竞争局局长姚雷表示，市场监管总局坚持常态化、长效化推进涉 企乱收费治理，取得了积极成效。 姚雷介绍，2025年，立案查处政府部门、行政审批中介机构、网络平台、行业协会商会以及交通物 流等领域违规收费案件5918 ...

■ 2月5日，中共中央总书记、国家主席习近平复信老挝人民革命党中央总书记、国家主席通伦，共同宣 布将2026年确定为"中老友好年"并启动系列庆祝活动。 ■ 外交部发言人林剑5日在例行记者会上表示，中方对美俄《新削减战略武器条约》到期失效表示遗 憾。条约对维护全球战略稳定具有重要意义。国际社会普遍担心，条约的失效将对国际军控体系和全球 核秩序产生消极影响。 ■ 记者2月5日从国家发展改革委获悉，国家发展改革委近日印发关于做好2026年春耕及全年化肥保供稳 价工作的通知。 ■ 近日，国家网信办、国家发展改革委、教育部、工业和信息化部、人力资源社会保障部、交通运输 部、商务部、文化和旅游部、中国人民银行、国家移民局、中国贸促会等11部门联合印发《关于提升境 外人员入境数字化服务便利性的实施意见》。 ■ 据商务大数据监测，2025年农村网络零售额、农产品网络零售额分别为3万亿元、7833.1亿元，同比 分别增长6.7%、9.9%。 2026年2月6日 ■ 2月4日晚，国家主席习近平同美国总统特朗普通电话。 ■ 据沪深北三大交易所公布的2026年春节休市安排，2月15日(星期日)至2月23日(星期一)休市，2月24日 ...

Group 1 - The core viewpoint emphasizes the dual approach of "policy + activities" to better unleash China's market potential, focusing on expanding imports and enhancing trade facilitation [2] - Key measures include signing partnership agreements, implementing zero tariffs for 100% of tax items for 53 African countries, and promoting or upgrading free trade agreements to expand market access [2] - The government aims to optimize the structure of imported goods and enhance the interaction between imports, investment, and consumption through specialized policies [2] Group 2 - There has been a notable increase in foreign investment from countries like South Korea (14.1% growth), Canada (11.7% growth), Finland (21.7% growth), and the UK (15.9% growth) in 2025, indicating strong confidence in investing in China [3] - Multinational companies continue to view China as a primary investment destination, with ongoing efforts to deepen foreign investment promotion and improve the business environment [3] - The government plans to maintain high-level opening up and strengthen mutually beneficial economic relations with various countries, providing a favorable outlook for foreign enterprises in China [3] Group 3 - The response to the WTO ruling on the U.S. Inflation Reduction Act highlights the need for the U.S. to respect WTO decisions and adhere to international trade rules [4] - The current international economic order faces significant challenges from unilateralism and protectionism, and maintaining a multilateral trade system centered around the WTO is deemed a collective responsibility [4] - The government urges the U.S. to correct its violations of WTO rules and to take actions that support a rules-based multilateral trade order [4] Group 4 - China aims to be a stabilizing force in the current uncertain global economic environment, promoting cooperation and ensuring stability in global economic interactions [5]

刷到就停不下来的"上头感"、社交平台刷屏的名场面、评论区集体玩梗的狂欢……当代人的解压密码有 多简单？答案或许就藏在一集微短剧之中！ 从"霸总追妻""长辈重生"的套路化剧情，到"托举式爱情""女强逆袭"的多元化表达，如今，微短剧早已 告别"粗制滥造"的标签，既能产出"电影级质感"的精品，也能靠离谱的名场面制造话题。 而这股全民追更的热潮背后，藏着"短剧之都"——西安的硬核实力：这里坐拥600余家微短剧企业，包 揽了全国六成的微短剧产出，影视基地里平均每天60余个剧组同步开机，灯光昼夜不熄，从剧本脑洞碰 撞到拍摄杀青，从AI剪辑到IP衍生，一条完整的产业链正在高速运转。 实际上，每一部让我们"一集入坑"的微短剧背后，都离不开资金的支撑。当短剧行业从"野蛮生 长"向"精品深耕"转型，金融"活水"的精准滴灌，成了让创意落地、热度续航的关键底气。 在金融"活水"的支持下，2025年，等闲内容制作的短视频及短剧年产量突破1000条，获评"省级高新技 术企业"与"科技型中小企业"，还带动上下游产业链产值超千万元。 "建行给的不只是资金，更是对内容创作者的认可，让我们敢沉下心打磨好故事。"吴雨琨的话里满是感 激。 如果说建 ...

Group 1 - The A-share photovoltaic sector experienced a sharp decline, with several popular concept stocks dropping approximately 5% as the market shifted from a heated phase to a "cooling period" [1] - The rapid market reversal was primarily driven by two factors: the release of announcements by multiple listed companies clarifying business uncertainties and a statement from the China Photovoltaic Industry Association indicating that space photovoltaic technology is still in the early stages of exploration and verification [1][2] - On February 4, around seven related concept stocks issued announcements regarding abnormal trading fluctuations or risk warnings [2] Group 2 - Guosheng Technology clarified that it does not engage in space photovoltaic business, despite recent stock price fluctuations, and warned investors about market risks [3] - Jinjing Technology reported a projected net loss of approximately 560 million yuan for 2025 and indicated that its TCO glass revenue is currently a small portion of its total income [4] - Shuangliang Energy stated that it has not confirmed any revenue related to commercial space projects and emphasized the uncertainties surrounding the commercialization of space photovoltaic technology [5] Group 3 - Jingsheng Mechanical and JinkoSolar both noted that space photovoltaic technology is still in the initial exploration phase, with significant uncertainties in the industrialization process [6][7] - Tian Tong Co. announced that it does not produce light module products and warned investors about the risks associated with market speculation [8] - The market buzz around space photovoltaic concepts was fueled by rumors of SpaceX's team visiting several Chinese photovoltaic companies, which led to stock price surges [9] Group 4 - The China Photovoltaic Industry Association emphasized the importance of mature and replicable manufacturing capabilities for the successful commercialization of new technologies [10] - The association encouraged Chinese photovoltaic companies to leverage their advantages in manufacturing to seek partnerships with leading global commercial space enterprises [11][12]

Core Insights - The National Market Supervision Administration (NMSA) has reported significant progress in market regulation and consumer protection, highlighting the importance of maintaining a high-quality economic development environment [2][3][5]. Group 1: Market Regulation Achievements - In 2025, 25.745 million new business entities were established, with active enterprises increasing by 9.8% year-on-year, raising their share of total enterprises by 4.7 percentage points [2]. - The NMSA received 26.46 million complaints and reports, recovering economic losses of 4.35 billion yuan for consumers, and recalled 8.236 million consumer goods [2]. - A total of 14,600 cases of unfair competition were investigated, and 21 key technological bottlenecks in the industrial chain were overcome [2]. Group 2: Governance of Unreasonable Charges - The NMSA has intensified efforts to combat unreasonable charges affecting enterprises, with 5,918 cases of illegal fees investigated, resulting in fines of 347 million yuan and refunds of 1.35 billion yuan to businesses [3][4]. - A comprehensive directory of enterprise-related charges has been established to ensure transparency and compliance, while new policies are being evaluated to prevent future unreasonable charges [4]. Group 3: Platform Economy Regulation - The NMSA has made significant strides in regulating the platform economy, addressing issues such as unreasonable fees and unfair competition practices [5][6]. - Specific actions include rectifying platform rules and charging practices, and implementing guidelines to ensure compliance in the live-streaming e-commerce sector [6][7]. Group 4: Consumer Environment Optimization - The NMSA has launched a three-year action plan to optimize the consumer environment, resulting in the establishment of over 21 national standards for major consumer goods and services [8]. - The "Iron Fist" campaign has targeted consumer safety issues, leading to the investigation of 72,000 cases related to product quality and safety [8][9]. Group 5: Credit Supervision Reform - Credit supervision has been enhanced through data sharing and risk classification, with over 154.6 billion credit information records collected and shared across departments [12]. - The NMSA has implemented measures to improve credit services, assisting over 45.79 million business entities in credit restoration [12][13].

作为当前美联储内部的"鸽"派，由美国总统特朗普钦点的美联储理事米兰，十分期待凯文.沃什成为美 联储主席后的表现。在今年1月的货币政策会议上，米兰投出反对票，认为美联储应该降息25个基点。 "凯文.沃什是一位务实且政治敏锐的人物。凭借其任职美联储期间积累的沟通技巧与宝贵的市场经验， 将为美联储主席的职位带来优势，尤其是需要面对美国赤字和债务问题的复杂议题，且需要在一位激进 风格的总统、更强硬的国会与高度警惕的市场之间谨慎平衡。他过去已展现出能够灵活调整观点的能 力，而这点在未来尤为重要，特别是如果美国庞大的财政赤字导致债券收益率承压时，他可能需要迅速 应对。对于凯文.沃什，要预期'不按常规出牌'，包括在必要时采取未必'理想'的措施。"朱希.达万表 示。 美联储在今年1月的货币政策会议上选择按兵不动，市场已经将注意力转向了美联储新任主席提名人凯 文.沃什的身上。现在判断凯文.沃什的政策倾向是偏"鸽"还是偏"鹰"仍为时尚早。现任美联储主席鲍威 尔的任期将在5月结束，因此市场普遍预计，美联储最早恢复降息的时间点可能会在6月的货币政策会议 上。 对于未来的美联储货币政策走向，华泰证券分析认为，若凯文.沃什担任美联储主席 ...