2026年2月2日，中国建设银行支持上海市第一批收购二手住房用于保障性租赁住房项目签约活动在中国建设银行上海市分行举行。 此次签约标志着上海开展收购二手住房用于保障性租赁住房工作实质性启动。 签约现场，浦东新区、静安区、徐汇区三个试点区结合各区实际，明确了房源筛选标准与运作模式： 1、收购二手房房源以小户型为主（70平方米以下）。 2、产业园、核心商圈、轨交站点附近房源优先收购。 3、由区级保障房公司等国企为收购主体，收购价格按市场或评估价格（总价400万以下房源为主），采取自愿申请原则。 从房源筛选标准与运作模式来看，基本以当前二手房市场置换链底层"老破小"为主，这也是二手房市场价格敏感度最大、"以价换量"最明显的房源之一。 在"官方收购"下，这些房源将率先实现稳定，并成为激活房地产市场置换链的第一步。 01 2026年2月2日，中国建设银行支持上海市第一批收购二手住房用于保障性租赁住房项目签约活动在中国建设银行上海市分行举行。第一批以浦东新区、静 安区、徐汇区为试点区域。 从上海收购二手住房用于保障性租赁住房工作本身来看，对"卖一买一"刚改需求购房者利好最大。 当前市场改善需求遇到的最大痛点是置换链问题， ...

Core Insights - Beijing's major project office has released the city's rail transit construction plan for this year, highlighting the opening of the 22nd line and the overall enhancement of the suburban railway city sub-center line [1][3] Group 1: Key Projects - The 22nd line (Hongmiao to Pinggu) will be the first cross-provincial urban rail transit line between Beijing and Hebei, connecting key functional areas such as the CBD core area and the urban sub-center [1] - The 22nd line spans approximately 79.1 kilometers, with 20 stations, including 15 in Beijing and 5 in Hebei, facilitating seamless connectivity between Sanhe City and Beijing's urban rail network [3] - The suburban railway city sub-center line will enhance commuting capacity by adding two new stations and upgrading three existing ones, increasing the number of daily train pairs from 6 to 18 [6] Group 2: Additional Developments - Other ongoing projects include the new airport line, the first phase of Line 3, Line 12, Line 28, and several enhancement projects for existing lines, aiming to improve regional transportation [7] - The 14th line's Hongmiao station and several entrances will be made operational this year, further facilitating passenger transfers and enhancing local traffic circulation [7]

近日的上海浦东美术馆，人流比往常更为密集。 展厅中，有人举着手机与屏幕里的豆包实时视频，聆听关于卢浮宫馆藏陶瓷的纹样解读；有人对着毕加 索的画作拍照发送，几秒后便收到分层讲解的文字回复。 字节跳动副总裁朱骏表示，AI和用户的交互本质上是一种对话体验。在观展过程中，希望豆包通过共 情式的提问和启发式的对话，把用户已有的感受和经验调动出来，形成更有参与感的理解过程。 在观展过程中，用户可以让豆包从艺术风格、历史背景、创作技法与文化意义等多个维度，对作品进行 解读。例如，当观众在"非常毕加索"展厅面对毕加索的《阅读》时，可以向豆包提问"画面中宁静的氛 围是如何营造的"。 豆包会结合画作创作于1932年的特定背景，分析其中柔和曲线与鲜明色块如何共同塑造出私密而宁静的 阅读场景，阐述这一时期毕加索以其缪斯玛丽–特蕾兹·瓦尔特为灵感的创作风格特征，如何在具象与变 形之间取得平衡。 当 DAU突破亿级的 AI 应用，遇上卢浮宫 300 件跨洲馆藏与毕加索 80 幅代表作，一场关于技术壁垒、 文化赋能与用户增长的跨界实验正在上海浦东美术馆上演。 1月20日，字节跳动旗下豆包与上海浦东美术馆达成合作，成为该馆两项国际大展——" ...

Core Insights - Dongguan's commercial market is set for significant expansion in 2025, with five new commercial projects adding approximately 490,000 square meters of retail space, bringing the total to over 7 million square meters across 115 projects by the end of the year [1][2]. Group 1: New Commercial Projects in 2025 - Longwan Outlets Plaza opened on June 14, 2025, with a total commercial area of 160,000 square meters, marking Dongguan's first outlet project in the main urban area [1][2]. - MIXC VILLAGE opened on December 28, 2025, featuring 100 international discount stores within a 100,000 square meter area, establishing a new consumption landmark in the coastal bay area [1][2]. - Shilong Qiyun Plaza commenced operations on December 31, 2025, with a size of 130,000 square meters, becoming the largest centralized commercial space in northern Dongguan [1][2]. - Dongguan Phoenix New World launched on July 28, 2025, with 60,000 square meters of commercial space revitalizing the old city area [1][2]. - Hengli Senyanghui opened on September 28, 2025, as the first revitalized centralized commercial space in Hengli Town, filling a gap in quality commercial consumption [1][2]. Group 2: Retail Brand Expansion - Major retail brands are accelerating their presence in Dongguan, with Sam's Club planning to open in 2026, IKEA set to debut in early February 2026, and Hema expanding its footprint in various towns [2]. Group 3: Future Developments in 2026 - In 2026, Dongguan plans to launch five major commercial projects, adding over 400,000 square meters of retail space, focusing on high-end retail, cultural tourism integration, and ecological districts [3]. - Pengrui Tianyue Plaza, a super complex with 117,000 square meters of high-end commercial space, is set to open in Q4 2026, featuring major brands like AEON Supermarket and Huawei's largest experience store [4][5][7]. - Dongguan MixC, a flagship commercial project with approximately 230,000 square meters, is expected to open at the end of 2026, positioned as a leading urban commercial flagship [8][10]. - Songshan Lake Happy Coast, an urban cultural tourism commercial landmark, will open in Q4 2026, integrating ecological and cultural tourism elements [11][13]. - The Hill Qifeng Mountain Road, Dongguan's first mountain park-style commercial street, is set to open in 2026, focusing on outdoor and cultural experiences [14][16]. - The historical cultural district on Zhongshan Road in Shilong Town is undergoing renovation, with a total investment of 550 million yuan, aiming to create a vibrant historical shopping area [17]. Group 4: Overall Market Transition - Dongguan's commercial landscape is transitioning from quantity to quality, with significant projects like MixC, Tianyue Plaza, and Happy Coast addressing gaps in high-end commercial, cultural tourism, and ecological experiences, reflecting the city's commitment to becoming a "Quality Consumption Capital" [17].

2月2日，徐州市统计局发布2025年徐州市经济运行情况。 根据地区生产总值统一核算结果，2025年全市实现地区生产总值9957.22亿元，按不变价格计算，比上 年增长5.8%。这意味着，全力冲刺"万亿之城"的徐州，最终还是差了"一点"。 早在2021年，徐州"十四五"规划纲要就提出，"到2025年，地区生产总值突破1万亿元"。其后，这一目 标连续四年被写入徐州市政府工作报告。在2025年政府工作报告中，徐州明确提出："朝着万亿级城市 快步迈进，将'十四五'规划蓝图变为现实。" 遗憾的是，徐州最终还是与这一目标擦肩而过。 对此，徐州市委书记宋乐伟此前在回应备受关注的"万亿"话题时谈到："实事求是，顺其自然。"他还指 出，"不要纠结于这个数字，不能被数字所累"，该怎么发展就怎么发展，要扎扎实实地发展。 面向"十五五"，徐州的万亿目标大概率将在2026年实现，江苏也将迎来第六座GDP万亿之城。 但这对徐州来说还只是起点。徐州"十五五"规划建议提出，区域中心城市始终是徐州发展的最大优势和 最大潜力。 从三次产业结构来看，第一产业增加值792.46亿元，同比增长3.0%；第二产业增加值3656.29亿元，增 长3.5% ...

Core Viewpoint - The fresh food sector in China is characterized as a challenging profitability battleground, with high wastage, low margins, and heavy operational demands leading to cautious capital investment from major players [1] Group 1: Company Overview - Qian Dama International Holdings Limited has officially submitted its IPO application to the Hong Kong Stock Exchange after nearly five years of anticipation since its initial listing plans in 2021 [2] - Qian Dama claims to be the largest community fresh food chain in China, with a market share of only 2.2%, despite leading the sector in gross merchandise volume (GMV) at 14.8 billion yuan in 2024 [3][6] - The company operates 2,938 community stores across 14 provinces and municipalities in China, expanding its product range from pork to a full array of fresh food categories [3] Group 2: Business Model and Efficiency - Qian Dama has introduced an innovative "daily clearance" model to combat high wastage in the fresh food industry, ensuring that all fresh products are sold on the same day, resulting in a stock turnover rate of 1-2 days and a wastage rate of around 5% [4] - The company's operational efficiency is reflected in its low inventory levels, with inventory constituting less than 3% of total assets [4] Group 3: Financial Performance and Challenges - Despite its operational efficiency, Qian Dama has faced stagnation in revenue, with figures remaining in the range of 11.7 billion yuan from 2023 to 2024, and a net profit margin of only 1.44% to 2.45% [5] - In the first three quarters of 2025, the company reported a 4.25% year-on-year decline in revenue to 8.36 billion yuan, with a net loss of 288 million yuan [5] Group 4: Market Dynamics and Competition - The Chinese fresh food retail market is valued at 6.57 trillion yuan, with the community fresh food segment accounting for approximately 616.2 billion yuan, indicating a highly fragmented market [6] - Qian Dama's market share is minimal compared to its competitors, with the top five players holding only 7.3% of the market [6] Group 5: Franchise Model and Issues - Qian Dama's revenue is heavily reliant on franchisees, with 95% of its income derived from supplying goods to franchise stores, which poses risks to franchisee profitability [11] - The franchise model has led to significant financial strain on franchisees, who face high operational costs and rigid fee structures, resulting in a situation where increased sales lead to greater losses [11][12] Group 6: Financial Pressures and Future Outlook - The company has not secured external financing for four years and is facing increasing financial pressure, with a significant portion of its liabilities tied to a "betting agreement" with early investors [14][15] - The impending IPO is seen as a critical move for the company, especially as key founding members have recently exited, raising concerns about the company's future direction [16][17]

作者｜桦林舞王 编辑｜靖宇 2026 年，可能是人类史上最惊人的 IPO 大年，SpaceX、OpenAI、Anthropic 这些庞然大物都计划在今年上市。 其中，最引人注意的，无疑就是马斯克掌控的 SpaceX。 而马斯克，果然先下手为强，开始了自己的动作。 当地时间 2 月 2 日，根据外媒报道，伊隆·马斯克的太空探索技术公司（SpaceX）已正式收购其旗下的人工智能公司 xAI。 这笔交易以全股票形式进行，对合并后实体的估值高达1.25 万亿美元，其中 SpaceX 估值约 1 万亿美元，xAI 估值约 2500 亿美元。 这使 SpaceX 成为全球最具价值的私人公司之一，并为预期的超级 IPO 铺平了道路。 这场交易的核心公告聚焦于一个雄心勃勃的计划——利用 SpaceX 的发射能力，将 AI 数据中心部署到太空轨道上。 至此，马斯克不仅将短短几年的 xAI 估值提振到了 2500 亿美元的天价，并将其收入 SpaceX，构建起了自己的万亿「宇宙 AI 帝国」。 01 一场事先张扬的合并 SpaceX 和 xAI 的合并，完全是一场事先张扬的事件，从马斯克扬言要向太空发射数据中心的推文开始。 20 ...

作者丨欧雪 编辑丨袁斯来 硬氪获悉，端侧AI领军应用企业上海辛米尔科技有限公司（以下简称"辛米尔"）近日宣布连续完成亿元A轮及A+轮融资。国泰君安创新投资、国经资本、 同鑫资本参与投资；毅仁资本担任独家财务顾问。 融资资金将主要用于下一代感算一体芯片架构研发；加速全球化商业落地，将国内高端制造领域已验证的方案系统化推向欧美、日韩及东南亚市场；扩充 高端产能并引进关键人才，以支撑未来两年强劲增长的订单预期。 辛米尔成立于2019年，总部位于上海。公司核心产品为基于"感算一体"技术底座的平台化、全栈式产品矩阵，涵盖芯片层（感算一体AI SoC芯片与IP设 计）、模块层（面向视频、音频、控制、传感的系列化智能模组）和系统层（针对标杆场景的软硬一体解决方案）。 随着AI进入追求"高能效专用智能"的下半场，端侧AI正成为技术落地的关键。未来AI须下沉至具体场景，与传感器、执行器深度融合，为海量物理设备 嵌入实时智能。 这一转向标志着产业从大模型"上半场"，迈向与物理世界深度协同、追求系统效率的"下半场"。市场正从消费互联网加速扩展至产业物联网，覆盖智能制 造、具身智能机器人、新能源等高价值领域，目前正处于爆发增长初期。 ...

Core Insights - The introduction of the "1 Sugar" option by Chao Pao Bu, a brand under Hu Shang A Yi, has been hailed as a significant innovation in the milk tea industry, with consumers praising it as the "greatest invention" in the sector [1][7] - A trend of "quietly reducing sugar" is emerging across various brands, with some eliminating full-sugar options and others adopting low-GI sweeteners [3][5] Brand Innovations - Chao Pao Bu has launched a "1 Sugar" option, adding only 5g of sugar per cup, which has received positive feedback from consumers [1][7] - The Nanjing brand Dongfang Molan had already implemented a "1 Sugar" option in 2024, noting that full-sugar orders are minimal among customers [2] - Li Cha, a brand known in Beijing, has removed full-sugar and partial sugar options, offering only "no added sugar" or "30% Arabic sugar" [3] - The brand Niu Cha has introduced a "low GI syrup" made from a blend of rock sugar, cane sugar, and Arabic sugar to achieve a lower glycemic index [5] Consumer Behavior - Over half of consumers are shifting towards less sugar or no sugar options, with approximately 3% of users opting for the "1 Sugar" choice within two weeks of its launch [7] - Dongfang Molan reports that 7% of its customers choose the "1 Sugar" option, while 6% opt for "no added sugar" [9] - Starbucks has successfully promoted its "no sugar" series, with over 50% of customers selecting no added sugar or less sugar versions [11] Industry Trends - The industry is exploring three main paths to reduce sugar while maintaining flavor: 1. Using real fruit juice to replace sugar, balancing sweetness with natural flavors [13] 2. Extracting natural floral essences and fruit oils to enhance flavor without added sugar [15] 3. Experimenting with healthier alternative sweeteners and low-GI sugars, such as D-allulose, which has been approved for use [19] Conclusion - The trend of sugar reduction is evolving from standard sugar to options like "1 Sugar" or "0-calorie sugar," reflecting a growing consumer demand for healthier choices [20] - The focus is on genuine health benefits rather than merely adjusting sugar levels, emphasizing the importance of nutritional awareness in consumer choices [20]

随着经济衰退的威胁和大规模裁员的增多，此刻看似正是成为职场中不可或缺之人的好时机。除了保障收入来源这一显而易见的优点外，知道自己被需要 或许能带来安全感，减轻心理负担。 然而，不幸的是——尽管众多文章都信誓旦旦地推崇此道——这种做法往往不切实际且目光短浅。 所有人都有价值，都能在工作中发挥能力；然而，有些人让自己变得比他人更有价值。这通常并非离了他们，体系就难以运转，而是因为他们 的存在如此珍贵，令人根本不愿面对失去的可能。他们不仅自己表现出色，还帮助他人表现得更加出色。所以，与其让自己不可替代，不如做 出你最宝贵的贡献。 过去几年，我一直在研究那些顶尖职场贡献者的思维方式与行为模式。通过对全球员工的访谈与调查，我发现对大多数人而言，渴望自己的工作有意义、 能产生影响力是普遍存在的。我还发现，当这种渴望转化为一种让自己不可或缺的驱动力时，我们实际上是在将长期的职业发展置于风险之中。 当"不可或缺"适得其反 以佩吉（化名）的经历为例，她是一家高速成长的科技初创公司的人力资源经理。佩吉事事亲力亲为。她协助搭建了人力资源部门，并确保团队能跟上快 速招聘的步伐。当财务和薪资部门的同事不堪重负时，她主动承担了额外工作。 ...