2026年启幕"十五五"新篇，全球经济于大国博弈与技术变革中寻求平衡，中国经济则在韧性增长与结构 升级中迈向高质量发展。外部环境变幻、内需复苏、新质生产力培育及金融"五篇大文章"落地，构成新 一年核心议题。值此，金融界特别推出《启航·预见2026》栏目，聚集百位首席，拆解政策取向、解析 产业机遇、预判市场走势。 本文来源：中诚信国际研究院 2025年全年经济守住5%增速目标，经济总量历史性突破140万亿元，但也凸显了经济转型阶段所特有的 结构性承压特征。从增长趋势看，全年呈现"前高后低"的运行特征，名义增速仍落后于实际增速，宏微 观温差已三年没有明显改善。经济结构延续"供强需弱"的格局，工业生产"新旧分化"、"两新"对全年经 济支撑较大但效果逐渐走弱。下半年社零和三大投资同步下滑，尤其是投资增速首次转负，在过去稳增 长时期较为罕见。 从全年经济特点看，2025年是多重变量交织下的重构之年。其一体现在DeepSeek突破下的宏观叙事重 构，中国资产迎来重估的同时，也间接推动了主体资产负债表的边际修复；其二体现在中美博弈扰动下 的出口韧性重构，在转口遭遇封堵的背景下，新兴国家工业化进程或是出口的主要拉动项；其三体 ...

股票频道更多独家策划、专家专栏，免费查阅>> 2月10日，工业和信息化部等五部门办公厅（秘书局、综合局、综合司）发布关于加强信息通信业能力 建设 支撑低空基础设施发展的实施意见。其中提到，坚持需求牵引、重点突出，以有条件、有需求的 低空飞行活动区域为重点，因地制宜推动信息类基础设施建设与低空应用协同发展。坚持集约复用、多 元协同，在充分利用现有公众移动通信设施等基础上，综合采用地面移动通信、卫星通信与其他通导监 技术等多元化技术手段，支撑低空应用发展。坚持试验先行、稳步推进，围绕关键技术、网络部署、应 用适配等加强试验验证，探索形成可复制的解决方案和经验做法。坚持安全可控、筑牢屏障，将网络、 数据和飞行安全保障贯穿于信息类基础设施规划、建设和运行全过程各环节。到2027年，全国低空公共 航路地面移动通信网络覆盖率不低于90%，多元融合感知方案进一步完善成熟，低空导航服务水平持续 提升，研制不少于10项信息类基础设施标准，面向城市治理、物流运输、文旅等领域形成一批典型低空 应用场景。 责任编辑：山上 ...

Core Viewpoint - The animation sector is experiencing significant activity, with companies like Zhangyue Technology, Zhongwen Online, Light Media, Aofei Entertainment, and Huayi Brothers leading the gains in stock prices. Group 1: Company Highlights - Zhangyue Technology (603533.SH) has a latest stock price of 28.26 yuan, with a daily increase of +10.00%. It is a leader in the digital reading industry, with its controlling shareholder focusing on comic production [1]. - Zhongwen Online (300364.SZ) has a latest stock price of 42.34 yuan, with a daily increase of +20.01%. It is one of the largest Chinese digital publishing institutions globally and collaborates with platforms like Tencent, Bilibili, and iQIYI in the animation sector [2]. - Light Media (300251.SZ) has a latest stock price of 25.56 yuan, with a daily increase of +20.00%. The company owns two animation brands and has developed a mythological universe based on Chinese legends, covering IP production and animation teams [3]. - Aofei Entertainment (002292.SZ) has a latest stock price of 10.88 yuan, with a daily increase of +10.01%. It is a leader in the animation industry, focusing on the creation, dissemination, and operation of animation IPs, leveraging a full industry chain operation model [4]. - Huayi Brothers (300277.SZ) has a latest stock price of 2.36 yuan, with a daily increase of +14.01%. Its subsidiary is dedicated to developing and producing animated and special effects films [5].

Group 1 - The State Intellectual Property Office of China has granted a patent for "Microchannel Plate Hydrogen Directional Reduction Equipment and Method" to China Building Materials Science Research Institute Co., Ltd. and China National Building Material Group Corporation, with the announcement number CN119742217B and application date of November 2024 [1] - China Building Materials Science Research Institute Co., Ltd., established in 2000 and located in Beijing, focuses on technology promotion and application services, with a registered capital of 2,717.0456 million RMB. The company has invested in 36 enterprises, participated in 1,316 bidding projects, holds 21 trademark records, 2,186 patent records, and has 77 administrative licenses [1] - China National Building Material Group Corporation, founded in 1981 and also based in Beijing, primarily engages in wholesale activities, with a registered capital of 17,136.14628692 million RMB. The company has invested in 20 enterprises, participated in 5,000 bidding projects, holds 236 trademark records, 793 patent records, and has 5 administrative licenses [1]

Core Viewpoint - The company, 石四药集团 (Sihuan Pharmaceutical Holdings Group Ltd), is expected to have a positive impact on its business due to the anticipated successful bids for 45 product varieties in the upcoming national centralized procurement in China scheduled for February 10, 2026 [1] Group 1: Product Categories - The 45 product varieties cover multiple therapeutic areas including anti-infection, cardiovascular system, respiratory system, digestive system, and nervous system [1]

Group 1 - The core point of the article is that Xinyi Glass (Guangxi) Co., Ltd. has applied for a patent for a device and method for detecting curvature, which aims to improve the accuracy and efficiency of glass curvature detection [1] - The patent application, published as CN121475032A, was filed on October 2025 and pertains to the field of float glass detection technology [1] - The detection device includes a detection structure with a panel featuring scale stripes and a supporting frame, allowing for visual detection of local curvature and deformation of glass plates [1] Group 2 - Xinyi Glass (Guangxi) Co., Ltd. was established in 2017 and is located in Beihai City, primarily engaged in the non-metallic mineral products industry [2] - The company has a registered capital of 650 million RMB and has made investments in five other enterprises [2] - Xinyi Glass has participated in 2,118 bidding projects and holds 24 patents, along with 374 administrative licenses [2]

2026年2月10日，2027年FOMC票委、亚特兰大联储主席Raphael Bostic在田纳西州纳什维尔的一场活动 中透露，其已观察到市场对美元信心出现质疑的迹象。 本文源自：市场资讯 作者：观察君 Raphael Bostic表示："我们已经开始看到一些涟漪，这种信心或许在以前从未被质疑过的地方受到质 疑。"他提及，2025年夏天在欧洲期间，当地人士曾向其询问"我们还能信任美元吗？我们应该了解些什 么？" Raphael Bostic指出，此类对美元信心的质疑因素，将对美元估值产生超出特定市场波动的影响。他同 时称，美元作为全球主要储备货币对美国存在积极作用，希望美国不会失去这一优势地位。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

同心传动发布业绩快报，2025年营业收入1.51亿元，同比增长13.19%。净利润2742.53万元，同比增长 19.73%。主要原因是公司实现营业收入同比增长，主营业务收入的增长带动了公司整体利润的提升， 同时公司进行降本增效取得显著成果。 ...

光弘科技公告，公司于2026年2月9日收到中国证监会出具的《关于同意惠州光弘科技股份有限公司向特 定对象发行股票注册的批复》（证监许可〔2026〕221号）。根据批复，中国证监会同意公司向特定对 象发行股票的注册申请。本次发行应严格按照报送深圳 证券交易所的申报文件和发行方案实施。本批 复自同意注册之日起12个月内有效。公司董事会将按照有关法律法规和上述批复文件的要求及公司股东 会的授权，在规定期限内办理本次向特定对象发行股票的相关事宜，并及时履行信息披露义务。 ...

Core Viewpoint - The company announced the approval of using up to 100 million yuan of idle self-owned funds for financial management, with a usage period of 12 months [1] Group 1: Financial Management - The company’s board approved the use of idle funds for financial management, indicating a proactive approach to optimize asset utilization [1] - A subsidiary, Jiangxi Aikesen, redeemed a structured deposit product from China Merchants Bank, with a principal amount of 60 million yuan and received an actual return of 335,638.36 yuan [1] - Over the past 12 months, Jiangxi Aikesen has repeatedly purchased similar financial products, all of which have been redeemed with profits [1]