2月6日，围绕近期国投白银LOF引发的系列市场争议，国投瑞银基金发布公告回应称，公司已成立工作小组，正在抓紧研究制定相关工作方案，支持投资 者便捷地通过和解、调解、仲裁等渠道或方式依法解决诉求。 国投瑞银基金表示，近期，公司管理的国投瑞银白银期货证券投资基金（LOF）进行估值调整和相关公告引发投资者高度关注。公司高度重视，为积极回 应投资者关切，维护投资者的合法权益，公告如下： 一方面，践行以投资者为本。公司将秉持依法公开原则，积极回应投资者诉求，努力降低相关估值调整对投资者的影响，保护投资者合法权益。 另一方面，畅通诉求服务渠道。公司已成立工作小组，正在抓紧研究制定相关工作方案，支持投资者便捷地通过和解、调解、仲裁等渠道或方式依法解决 诉求，具体情况将另行公告。 图片来源：国投瑞银基金网站 同时，公司将积极支持和解、调解、仲裁的有效执行，也有能力保障投资者的合法权益。 ...

编者按 当前，资本市场改革持续深化，证券行业正处在乘势而上、建设一流投资银行和投资机构的关键战略机 遇期，学习、宣传、贯彻党的二十届四中全会精神是当前和今后一个时期的重要政治任务。为此，中国 证券报联合中国证券业协会推出"证券公司学习宣传贯彻党的二十届四中全会精神"系列专题报道，聚焦 证券公司在强化功能发挥、提升专业能力、推进差异化发展、筑牢合规风控底线、厚植行业文化底蕴等 方面的实践探索与丰硕成果，生动展现证券公司作为资本市场重要践行者、改革排头兵、服务主力军的 责任担当与时代作为。本篇为系列报道第二十三篇。 "江汉潮涌催人进，锚定一流启新程。" 在中国资本市场波澜壮阔的改革画卷中，地方券商是一股扎根区域、服务实体的坚韧力量。党的二十届 四中全会描绘了金融强国建设的宏伟蓝图，证监会"严监管、防风险、促发展"的鲜明导向，为证券行业 指明了转型升级的路径。在"十五五"开局之年，作为武汉市属国资控股的券商，华源证券如何以全会精 神为指引，走出一条兼具合规底色、地方特色与专业优势的高质量发展之路？华源证券党委书记、董事 长梅林日前接受了中国证券报记者专访，分享了公司的实践与思考。 梅林表示，地方中小券商虽无头部机构 ...

Market Overview - The A-share market experienced adjustments today, with the three major indices declining: the Shanghai Composite Index fell by 0.25%, the Shenzhen Component Index decreased by 0.33%, and the ChiNext Index dropped by 0.73% [1] Oil and Gas Sector - Oil and gas stocks rebounded, with Intercontinental Oil and Zhun Oil shares hitting the daily limit. Intercontinental Oil opened at a limit down but surged to a limit up, closing at 5.5 CNY per share, with a market capitalization of 22.82 billion CNY and a trading volume exceeding 4.4 billion CNY. The stock has increased by 76.28% year-to-date [5] - The "2025 Domestic and International Oil and Gas Industry Development Report" was released, predicting that by 2025, domestic oil and gas production will reach 420 million tons of oil equivalent, a historical high, with oil consumption increasing by 1.1% compared to the previous year [5] Chemical Sector - The chemical sector showed collective strength, with stocks like Cangzhou Dahua and Jinniu Chemical hitting the daily limit [5] Solid-State Battery Concept - The solid-state battery concept saw a surge, with stocks such as Huangting International and Dingsheng New Materials hitting the daily limit. Analysts believe that solid-state batteries have entered the medium-scale testing and process optimization phase, with non-automotive applications already in small-scale use, and automotive applications expected to be implemented around 2027 [7][9] - Geely Holding Group announced that its self-developed solid-state battery will complete its first Pack offline in 2026, while Yiwei Lithium Energy plans to achieve breakthroughs in solid-state battery production technology by 2026 [8] - Dongfeng Motor has established a 0.2 GWh solid-state battery pilot line, with plans to mass-produce a 350 Wh/kg solid-state battery by September 2026 [9] CPO Concept - The CPO (Co-Packaged Optics) concept continued to rise, with Zhili Fang hitting the daily limit and reaching a historical high, while Keri Technology also hit the daily limit [11] - Tower Semiconductor announced a collaboration with NVIDIA to develop advanced silicon photonics technology for AI data centers, which is expected to expand AI infrastructure deployment [13] - China Galaxy Securities expressed optimism about the optical communication sector and the supply chain opportunities presented by the rapid development of CPO technology [14]

公司2025年三季报显示，2025年前三季度，爱尔眼科实现营业总收入约174.84亿元，同比增长7.25%； 实现归属于上市公司股东的净利润约31.15亿元，同比下降9.76%。 截至2月6日13:37，爱尔眼科跌3.13%，报11.16元/股。 爱尔眼科表示，公司及实际控制人陈邦始终坚持依法合规经营，严格执行国家关于医疗服务、医保基金 使用和患者权益保护的相关法律法规，对任何违法违规行为持"零容忍"态度。 爱尔眼科2025年半年报显示，公司作为专业眼科连锁医疗机构，主要从事各类眼科疾病诊疗、手术服务 与医学验光配镜。爱尔医疗投资集团有限公司是上市公司的控股股东。 2月6日午间，爱尔眼科（300015）发布澄清公告。 公司表示，关注到部分媒体在关于精神专科医院涉嫌违规问题的报道中，将襄阳恒泰康医院有限公司与 爱尔眼科直接关联。为避免相关传闻对广大投资者及社会公众造成误导，切实维护投资者合法权益，公 司就有关情况进行澄清说明：襄阳恒泰康非爱尔眼科所属企业。该公司为爱尔医疗投资集团有限公司与 其他投资方合资设立的四级子公司。襄阳恒泰康由其医院管理团队经营。爱尔医疗投资不参与襄阳恒泰 康的日常经营管理。爱尔眼科与湖 ...

Core Viewpoint - Guoxuan High-Tech plans to raise up to 5 billion yuan through a private placement of A-shares, with the funds allocated for various battery projects and working capital, in response to the growing demand in the new energy battery market [1][2]. Fundraising Details - The private placement will involve no more than 35 investors, with a total fundraising amount not exceeding 5 billion yuan. After deducting issuance costs, 2 billion yuan will be allocated to the annual production of 20GWh power battery project, 1 billion yuan for the 20GWh new energy battery base project, 1 billion yuan for the new lithium-ion battery (20GWh) manufacturing base project, and 1 billion yuan for working capital [2][3]. Investment Projects - The total investment for the annual production of 20GWh power battery project is 500.072 million yuan, with 200 million yuan from the raised funds. The 20GWh new energy battery base project has a total investment of 400.036 million yuan, with 100 million yuan from the raised funds. The new lithium-ion battery (20GWh) manufacturing base project also has a total investment of 400 million yuan, with 100 million yuan from the raised funds. Additionally, 100 million yuan will be used for working capital [3]. Market Position and Growth - As of February 5, Guoxuan High-Tech's stock price was 37.14 yuan per share, with a market capitalization of 67.4 billion yuan. The company expects its net profit for 2025 to be between 2.5 billion and 3 billion yuan, representing a year-on-year growth of 107.16% to 148.59% [1][4]. The company aims to enhance its production capacity to meet the increasing market demand and provide stable supply for both new and existing customers [4]. Industry Trends - The lithium battery industry is experiencing a significant expansion, with over 282 publicly announced investment projects in 2025, totaling more than 820 billion yuan, reflecting a year-on-year increase of over 74% [5]. Major companies in the sector, such as Fulin Precision and Longpan Technology, are also announcing substantial investment plans to boost production capacity [5].

Core Insights - Alibaba's Qianwen App launched a "Spring Festival 3 billion free order" campaign, aiming to invite users to experience a new lifestyle in the AI era [2] - The campaign started with a promotion of "1 penny milk tea," resulting in over 2 million orders within 4 hours of launch [1] - Users can receive up to 21 no-threshold 25 yuan free order cards, totaling 525 yuan, and have a chance to win a 10,000 yuan Qianwen AI lifestyle card [1] Group 1 - The Qianwen App allows users to receive a 25 yuan free order card upon upgrading to the latest version, with a feature to order milk tea directly through the chat interface [4] - Users can earn additional free order cards by successfully sharing and inviting new users, although there are limitations on sharing via WeChat [4] - The app faced server response challenges due to high participation, prompting the company to increase resources to ensure smooth operation [6] Group 2 - Qianwen App aims to break the traditional limitations of AI agents by integrating with Alibaba's ecosystem, promoting the habit of using AI for real-life consumption [9] - The Spring Festival campaign represents Alibaba's largest historical investment in such activities, focusing on the capabilities of Qianwen AI [9] - Qianwen App will also sponsor major television stations for the Spring Festival Gala, showcasing AI's involvement in entertainment [9] - The International Olympic Committee announced the creation of the first official Olympic model based on Qianwen's large model, indicating a significant technological advancement for the upcoming 2026 Milan Winter Olympics [9]

Core Viewpoint - The Ministry of Agriculture and Rural Affairs has released implementation opinions to ensure the modernization of agriculture and rural areas, focusing on stabilizing grain production and enhancing agricultural technology and enterprise development [1][3]. Group 1: Grain Production and Livestock Management - The plan aims to implement a new round of actions to increase grain production capacity by 1 billion jin, ensuring stable grain output at around 1.4 trillion jin [2][3]. - Comprehensive regulation of pig production capacity will be strengthened, including annual production registration for major pig farming enterprises [3]. - Support for the dairy industry will be enhanced, promoting integrated development of breeding and processing, and expanding the scope of student milk consumption [3]. Group 2: Agricultural Technology Innovation - The implementation opinions emphasize enhancing agricultural technology innovation efficiency, promoting the integration of technology and industry [5][6]. - Major projects in biological breeding and key agricultural research plans will be advanced to achieve significant original results in core seed sources and key agricultural machinery [6][7]. - A large-scale application of new agricultural technologies and products will be promoted, with a focus on grassroots agricultural technology promotion [6]. Group 3: Smart Agriculture Development - The plan includes actions for high-quality development of agricultural machinery, promoting the research and application of advanced and renewable energy agricultural machinery [9]. - The development of smart agriculture will be prioritized, utilizing AI, drones, IoT, and robotics to enhance agricultural practices [9]. - Establishment of smart agriculture technology centers and a comprehensive agricultural data platform will be pursued to support innovation [9]. Group 4: Strengthening Agricultural Enterprises - The implementation opinions propose the cultivation of competitive agricultural leading enterprises and the creation of a comprehensive agricultural product industry chain [11]. - A national key leading enterprise recognition program will be conducted, along with an agricultural entrepreneur cultivation plan [11]. - The plan aims to enhance agricultural brand development, promoting high-quality regional public brands and agricultural specialty brands [11].

A股再现"V"型反转。 A股早盘低开，随后震荡拉升，截至上午收盘，上证指数上涨0.11%，深证成指上涨0.65%，创业板指上涨0.65%，逾3800只个股上涨。 | 生物谷 融 920266 | 10.04 | 9.61% | 11.9亿 | | --- | --- | --- | --- | | 万邦德 | 16.99 | 9.12% | 94亿 | | 002082 | | | | | 恩威医药 | 31.79 | 8.76% | 32.6亿 | | 融 301331 | | | | | 大唐药业 ■ 920433 | 6.40 | 8.11% | 10.8亿 | | 粤万年青 融 301111 | 21.94 | 7.23% | 35.1亿 | | 奇止臧约 | 25.35 | 6.33% | 145亿 | | ■ 002287 | | | | | 陇神戎发 | 10.74 | 5.19% | 32.4 Z | | 1 300534 | | | | 盘面上，医药、化工、电力基建、锂电产业链、AI硬件等板块上涨，大消费回调。 AI硬件中，光纤、PCB、液冷服务器等板块上涨。同花顺数据显示，光纤龙头股长飞光 ...

在成为公募基金最新头号重仓股后，中际旭创近期股价走势震荡，引发市场对于其"欲戴王冠必承其重"的讨论。 1月23日（公募基金2025年四季报披露完成后次一交易日）—2月5日，中际旭创股价跌幅为9.5% 2月2日—2月5日，中际旭创股价跌幅为13.41% 今年以来截至2月6日上午收盘，中际旭创股价跌幅为8.39% 2月6日，截至上午收盘，中际旭创下跌0.57%，盘中，该股股价一度跌超5%。 | 中际旭创了 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 300308 L1 创 | | | | | | | | ■ 558.80 | 561.00 市值 6208.9亿 量比 | | | | 0.97 | | | 代 | | 530.30 | 流通 6177.5亿 换 1.92% | | | | | -3.19 -0.57% 开 | | 548.11 | 市盈 ™ 72.61 额 115.32亿 | | | | | 相关 ETF > | | | 通信ETF南方 0.10% 含中际装备 16.4% > | | | | | 同花顺 | 将于 2026- ...

2月6日，阿里千问App"春节30亿免单"活动上线。 图片来源：千问官方微博 记者体验千问App发现，用户升级至最新版千问App后，即可立即获赠一张价值25元的免单卡，千问App聊天框也会自动出现帮点一杯奶茶的口令，用户 授权淘宝闪购权限和地址后，即可获得附近推荐的奶茶店铺。 此外，如果用户分享拉新成功，还能再获赠额外一张免单卡。不过，微信目前已经限制了千问App的二维码分享链接，口令分享目前则不受限制。 服务器的响应能力似乎也面临挑战。记者尝试将"点奶茶"的指令改为"点咖啡"发给千问App，就遇到了"障碍"——页面显示："当前千问请客活动参与人数 较多，正在努力处理中，请稍后再试。" 此前，阿里宣布千问App将联合淘宝、闪购、高德、盒马、飞猪等生态业务，发起春节请客计划，目的是邀请用户感受AI时代的全新生活方式。首轮请客 计划从"一杯1分钱的奶茶"开始。中国证券报记者从阿里获悉，活动上线后不到4小时，用户用千问App已下单超200万单奶茶。 活动期间，每个人最多可领取21张无门槛的25元免单卡，相当于525元，还有机会抽取价值10000元的千问AI生活卡。活动页面显示，第二波福利将于2月 13日开启，用户可 ...