2026.02.06 本文字数：839，阅读时长大约1分钟 好时的主营业务为巧克力，而巧克力的主要原料是可可。中华人民共和国商务部商品价格网显示，可可 （纽约）的价格自2024年第二季度以来有所上升，2024年末至2025年初一直维持在高点。整体来看， 2025年的价格高于2024年，因此，这也是拉低毛利率和净利润的因素之一。不过，进入2026年以来，可 可价格已有所下滑。 好时对2026年的业绩有着较正面的展望，预计营业收入增长4%-5%，每股收益增长79%至89%。 1907年，被誉为美国巧克力工业标志的好时KISSES巧克力诞生，于1995年进入中国市场。 目前，全球零食市场渐渐呈现出"大鱼吃小鱼"的竞争格局。好时于2013年收购上海金丝猴食品股份有限 公司80%的股份。2016年，亿滋曾经发起对好时的收购，被好时信托（好时的控股股东）阻止。2024 年，亿滋再次向好时发出收购要约，但最终因为价格没谈拢而告吹。 微信编辑| 苏小 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专 用邮箱：bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将 ...

2月6日，香港恒生指数收跌1.21%，恒生科技指数跌1.11%。 | 名称 | 现价 | 涨跌 涨跌幅 | | --- | --- | --- | | 恒生指数 | | 26559.95 -325.29 -1.21% | | 恒生科技 | 5346.20 | -59.93 -1.11% | | 恒生生物科技 | 15218.67 | -23.31 -0.15% | | 恒生中国企业指数 | 9031.38 | -61.96 -0.68% | | 恒生综合指数 | 4060.82 | -50.61 -1.23% | 科网股普跌，阿里巴巴跌近3%，美团、金山软件、京东健康、百度集团、网易等跌超2%，腾讯控股跌 近2%，京东集团、阿里健康、携程集团等跌超1%。 | 名称 | 涨跌幅 ▲ | 现价 涨跌 | | --- | --- | --- | | 阿里巴巴-W | -2.88% | 155.000 -4.600 | | 金山软件 | -2.75% | 26.860 -0.760 | | 金蝶国际 | -2.63% | 11.090 -0.300 | | 美团-W | -2.56% | 91.400 -2.400 ...

国家卫生健康委今天发布《食品安全国家标准 预制菜》（征求意见稿）（以下简称"标准"），面向社 会公开征求意见。 预制菜食品安全标准以保障消费者饮食健康、规范预制菜产业高质量发展为主要目的，重点从食品安全 和营养健康方面对预制菜产品做出规定： 一方面，强化源头和过程管理，对预制菜的原料、生产加工、产品包装、贮存运输、经营销售等全链 条、各环节可能存在的风险因素和风险环节均提出管控措施。 另一方面，针对预制菜终产品，将现行的《食品中污染物限量》等10余项通用标准、《动物性水产制 品》等10余项产品标准、《食品生产通用卫生规范》等10余项过程规范类标准，以及10余项食品接触材 料等食品相关产品标准和检验方法标准进行了系统整合，提出不同原料和加工方式的预制菜的安全控制 指标，以方便预制菜生产企业对照实施。 标准征求意见的主要内容包括： 三是强调了营养品质保持。标准要求熟制过程应避免过度烹饪，要采用先进技术或设备以最大程度保留 原料的营养成分，减少营养成分损失，鼓励在加工过程中控制烹调油、食盐、食糖的添加量。同时，要 求生产企业在保障食品安全的前提下，综合考虑营养品质等多方面因素合理设定保质期。 四是就有关消费提示作出 ...

编辑｜瑜见 欣旺达预计，本次事件对上市公司2025年归母净利润的影响为5亿~8亿元。 记者｜肖逸思 2月6日，欣旺达发布公告称，欣旺达的子公司欣旺达动力科技股份有限公司与吉利系公司威睿电动汽车 技术（宁波）有限公司在一审阶段达成和解，后者将在《和解协议》生效后撤回起诉。 双方同意对于更换动力电池包相关的费用按照实际成本进行认定，根据实际发生金额经双方核对后确 认，双方商定按比例分担该实际发生金额，同时，事件处理后的相关电池包全部归欣旺达所有。 ...

Core Insights - Wang Xiaochuan has returned to the public eye after nearly a year of silence, focusing on the medical AI sector with Baichuan's new products, Baichuan-M3 and Baichuan-M3 Plus, which claim to surpass GPT-5.2 and have significantly low hallucination rates [2][4] - The medical industry presents unique challenges compared to the internet sector, where consumer sovereignty is limited, and communication barriers exist between IT and medical professionals [3][5] - Despite skepticism from the medical community, Wang Xiaochuan remains optimistic about the potential of AI in healthcare, viewing it as a long-term commitment [4][19] Group 1 - Baichuan has launched Baichuan-M3 and Baichuan-M3 Plus, with hallucination rates of 3.5% and 2.6% respectively, claiming superior diagnostic capabilities [2] - Wang Xiaochuan believes that the lack of investment from major players in the medical field presents an opportunity for Baichuan [4] - The company is focusing on developing AI products for both consumers and businesses, with plans to expand internationally [11][29] Group 2 - Communication issues between the IT and medical sectors are highlighted, with experts noting that both fields operate under different logics and terminologies [3][5] - Wang Xiaochuan's approach to medical AI has been criticized for lacking understanding of the medical industry's complexities, with experts suggesting that his views may be overly simplistic [5][6] - The medical AI landscape is competitive, with many companies struggling to find a successful business model, indicating that Baichuan faces significant challenges ahead [6][29] Group 3 - Baichuan's strategy includes leveraging partnerships with hospitals and healthcare professionals to develop AI solutions, although skepticism remains regarding the effectiveness of these collaborations [10][36] - The company aims to address the challenges of integrating AI into healthcare by focusing on localized deployment and ensuring that their products meet the specific needs of medical professionals [28][29] - Wang Xiaochuan's vision for AI in healthcare emphasizes the importance of maintaining trust between doctors and patients while enhancing medical decision-making [17][19]

作者 |一财阿驴 2月6日，A股三大指数低开高走，午后回落。截至收盘，沪指跌0.25%，深成指跌0.33%，创业板指跌 0.73%，科创综指跌0.35%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | rules had | 4065.58c | -10.33 | -0.25% | | 399001 | 深证成指 | will | 13906.73c | -45.98 | -0.33% | | 399006 | 创业板指 | will | 3236.46c | -23.81 | -0.73% | | 000680 | 科创综指 | Wil | 1753.61 c | -6.08 | -0.35% | 2026.02.06 本文字数：704，阅读时长大约1分钟 盘面上，大消费走弱，白酒、零售领跌；AI应用、商业航天概念股回调明显。锂电池、能源金属、人 形机器人、金融科技题材走强，化工、油气板块逆势上涨。 | 代码 | 名称 | 张唱 | 现价 | | --- | --- | -- ...

Core Insights - The collaboration between Jiufang Zhitu and Yicai Media aims to explore the opportunities and challenges in the domestic semiconductor storage industry amid geopolitical tensions and the AI wave [1] - Dawi Co., Ltd. has shown steady growth with a reported revenue of 879 million yuan for the first three quarters of 2025, marking a 9.90% year-on-year increase [2] Industry Trends - The storage chip industry is entering an unprecedented "super cycle" driven by the global AI wave, leading to a surge in demand for high-capacity and high-speed chips [3] - TrendForce data indicates that the DRAM industry revenue reached $41.4 billion in Q3 2025, with a quarter-on-quarter growth of over 30%, while NAND brand revenues grew by 16.5% to $17.1 billion [3] - The AI boom is driving a new cycle of simultaneous increase in volume and price in the storage chip sector, with strong structural demand and a favorable domestic competitive landscape [3] Company Strategy - Dawi Co., Ltd. focuses on embedded storage development, which is characterized by long certification cycles, high customer stickiness, and stable margins, positioning it as a cornerstone for the company's growth [3] - The company is extending its strategic focus towards the automotive and industrial control storage markets, which are expected to have higher growth potential and technological barriers [3][5] Market Opportunities - The current geopolitical climate and trade tensions have created a unique opportunity for domestic semiconductor companies, particularly in the storage chip sector, to break through and establish a foothold [6] - Dawi Co., Ltd. has established a subsidiary, Dawi Agile, to quickly enter the consumer-grade high-end storage market by leveraging a former foreign enterprise's R&D team [6] - The domestic storage industry is witnessing comprehensive breakthroughs across design, manufacturing, packaging, and application, with companies like Dawi Co., Ltd. gradually closing the gap with industry leaders [7] Investment Insights - The core of the investment value in the domestic chip industry lies in the "track logic + company quality + valuation matching" framework, which considers government support, downstream market conditions, and company-specific factors [8] - The global semiconductor market is projected to reach $700.9 billion by 2025, with China being the largest and fastest-growing consumer market [11]

2月6日下午，第一财经记者发现，部分用户已无法在微信对千问的春节活动口令进行复制。千问红包口 令分享至微信后，即便选中口令，微信页面也不再显示复制键。 对此，阿里巴巴回应第一财经称，"我们正在紧急加资源，全力保障顺畅"。 记者从阿里巴巴了解到，今日活动上线后不到3小时，千问APP已送出超100万单奶茶。 微信编辑 | 苏小 2月6日，阿里千问正式上线"春节30亿免单"，发放奶茶免单卡。随后，千问app在全国多个地区出现小 范围系统故障，部分用户打开活动页面，发现"千问请客"页面无法点击，页面信息显示"系统开小差 了，稍后再试吧"。有用户对记者反馈，除活动页面外，问答功能仍可正常使用。 ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.11%, the Shenzhen Component Index up by 0.65%, and the ChiNext Index also up by 0.65% as of midday [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.38 trillion yuan, a decrease of 63.3 billion yuan compared to the previous trading day, with over 3,800 stocks rising [2] Sector Performance - Active sectors included lithium batteries, energy metals, humanoid robots, and fintech, while traditional sectors like liquor, retail, and AI application stocks weakened [1] - The Chinese medicine and chemical sectors showed notable gains, with the Chinese medicine sector rising by 2.52% [2][7] - The small metals sector rebounded, with stocks like Xianglu Tungsten and Zhangyuan Tungsten hitting the daily limit [7] Notable Stocks - Mingdiao Co. experienced significant trading activity, achieving a "limit-up" with nearly 700 million yuan in transactions and marking its fifth consecutive trading day of gains [3] - Jiangfeng Electronics saw a slight increase of 0.09% after announcing plans to acquire control of Kaide Quartz [9] Economic Indicators - The industrial development plan for traditional Chinese medicine aims for a collaborative development system by 2030, which may positively impact the sector [7]

2026.02.06 本文字数：699，阅读时长大约2分钟 作者 |第一财经 林志吟 2月5日晚间，有消息称，爱尔眼科（300015.SZ）董事长陈邦为疑似"骗保"精神病院——襄阳恒泰康医 院实控人。 受该消息影响，2月6日上午，爱尔眼科开盘后的股价跌幅超过3%。 2月6日上午，爱尔眼科发布了撇清声明。 爱尔眼科方面称，襄阳恒泰康医院有限公司并非爱尔眼科所属企业。该公司为爱尔医疗投资集团有限公 司与其他机构合资设立的四级子公司，不属于爱尔眼科上市公司合并报表范围。作为投资人之一，陈邦 并不直接参与恒泰康的经营管理。 从股权上看，襄阳恒泰康医院直接控股股东是湖南恒泰康康复医疗产业发展有限公司，后者全资控股。 而湖南恒泰康康复医疗产业有限公司背后的间接控股股东则是爱尔医疗投资集团有限公司。爱尔医疗投 资集团有限公司实控人为陈邦。 爱尔眼科方面，公司直接持股比例最大的股东是爱尔医疗投资集团有限公司，后者直接持有上市公司 34.34%股权。另外，陈邦也直接持有爱尔眼科15.48%股权。 爱企查App显示，湖南恒泰康康复医疗产业发展有限公司成立于2016年5月，由爱尔医疗投资集团有限 公司间接控股，旗下有20家连锁精神 ...