豆包官方表示，目前，豆包Seedance2.0暂不支持上传真人图片作为主体参考。"新年即将到来，希望豆 包Seedance2.0可以辅助更多创意表达，真正帮大家实现'一句话成片'，用创作迎接新春。" 新京报贝壳财经讯（记者罗亦丹）2月12日，豆包在官方公号表示，豆包视频生成模型Seedance 2.0今天 正式接入豆包App、电脑端和网页版。打开豆包App对话框，选择新增的"Seedance 2.0"入口，输入相关 提示词，即可生成5秒或10秒视频。也可以选择"分身视频"，经过真人验证，创建自己的视频分身，体 验更多创意玩法。 Seedance 2.0模型支持原声音画同步、多镜头长叙事、多模态可控生成。输入一段提示词和参考图，就 能生成带有完整原生音轨的多镜头视频内容。该模型可以自动解析叙事逻辑，生成的镜头序列在角色、 光影、风格与氛围上保持高度统一。 ...

Core Viewpoint - GlaxoSmithKline (GSK) has submitted a marketing application for its respiratory syncytial virus (RSV) vaccine for adults aged 60 and above, which, if approved, will be the first vaccine authorized by the National Medical Products Administration (NMPA) in China for this demographic to prevent RSV-related lower respiratory diseases [1][2]. Group 1: Vaccine Application and Approval - The NMPA has accepted GSK's application for the RSV vaccine, which targets adults aged 60 and above [1]. - If approved, this vaccine will be the first of its kind in China to help prevent the potential consequences of RSV in older adults [1]. Group 2: RSV Impact and Statistics - RSV is a common and contagious virus that affects approximately 64 million people globally each year, with older adults facing higher risks due to chronic diseases and age [1]. - In China, over 6 million individuals aged 60 and above are affected by RSV annually, leading to more than 350,000 related hospitalizations [1]. Group 3: Clinical Trial Results - The data submitted for the marketing application includes positive results from a Phase III clinical trial assessing the vaccine's safety and immunogenicity in adults aged 60 and above in China [2]. - All primary endpoints of the clinical trial were met, and the safety data of the vaccine aligns with expectations [2]. - The regulatory authority is expected to make a decision on the application next year [2].

Core Insights - The pharmaceutical industry is witnessing a significant shift in the rankings of top-selling drugs, with several products surpassing $10 billion in sales for 2025 [1][2] - The competition in the GLP-1 drug category is intensifying, with new entrants like semaglutide and tirzepatide rapidly gaining market share [3][4] Group 1: Top-Selling Drugs - Tirzepatide from Eli Lilly has achieved sales of $365.07 billion, making it the top-selling drug of 2025 [2][3] - Semaglutide from Novo Nordisk follows closely with sales of $361 billion, having briefly surpassed Merck's pembrolizumab (Keytruda) in Q1 2025 [1][3] - Pembrolizumab (Keytruda) recorded sales of $316.8 billion, maintaining a strong position despite falling to third place [7][8] Group 2: Market Dynamics - The sales growth of tirzepatide is remarkable, with a year-on-year increase of 121%, while semaglutide's growth is only 13% [3] - The competitive landscape for GLP-1 drugs is evolving, with multiple companies, including domestic Chinese firms, entering the market with biosimilars and new formulations [4][6] - Novo Nordisk and Eli Lilly are both developing next-generation GLP-1 drugs, with Novo Nordisk's CagriSema and Eli Lilly's retatrutide showing promising clinical results [5] Group 3: Other Notable Drugs - Other significant drugs include nivolumab (Opdivo) from Bristol-Myers Squibb, which achieved sales of $102.87 billion, and daratumumab (Darzalex) with sales of $143.51 billion [8][9] - Apixaban (Eliquis), a leading anticoagulant, continues to grow, with Bristol-Myers Squibb reporting sales of $144.43 billion, reflecting an 8% increase [9]

新京报贝壳财经记者了解到，近期，陶朱新造局已与多家机器人领域重点企业签署战略合作协议，签约 合作方涵盖机器人研发、制造、系统集成及应用服务等多个环节。 陶朱新造局为首程控股旗下机器人消费体验品牌，2024年以来，首程控股已陆续参投宇树科技、云深 处、星海图、银河通用、松延动力等机器人企业。 首程控股联席总裁叶芊介绍，机器人产业正从"技术探索期"迈向"场景爆发期"，现阶段行业仍处市场教 育期，而线下沉浸式体验店则成为市场的刚性基础设施，首程控股将依托陶朱新造局的平台，提前布 局，通过体验店与用户建立信任，搭建长期渠道与品牌壁垒。 新京报贝壳财经讯（记者张晓慧）2月11日，北京首家机器人科技体验、销售、维保、服务综合体在陶 朱新造局落成。 据陶朱新造局介绍，该综合体以"展示、体验、交易、交付、维修保养、服务"为核心逻辑，构建覆盖机 器人产品全生命周期的服务体系，重点聚焦居家照料、医疗辅助、教育、工业等六大核心应用场景，为 技术展示、产品选型、场景测试及售后保障提供一站式解决方案。 校对 杨许丽 ...

贝壳财经记者在关于该资讯的评论区看到，有高赞评论称，"送完奶茶才是见真章的时候"，也有评论 称，"我不会白拿十多杯奶茶的，不会卸载千问"。 校对 杨许丽 据了解，千问APP自2月6日开启"春节30亿大免单"活动，正式上线，邀请全国人民"用AI一句话免费点 奶茶"。豆包方面则官宣将于2月13日开启新春活动，届时用户可领红包。此前，在用户的日活数据方 面，豆包始终"断层领先"其他国内AI大模型应用。 新京报贝壳财经讯（记者罗亦丹 杜晓彤）2月11日晚，有消息称QuestMobile数据显示，2月7日千问 DAU（日活跃用户数）达到7352万，逼近豆包DAU的7871万，引发舆论关注。 对此，新京报贝壳财经记者向QuestMobile进行核实，得知数据准确。 ...

作为首家国产C909飞机运营商，截至2024年12月，成都航空机队规模达81架，其中，30架C909飞机， 51架空客A320系列飞机。 编辑 陈莉 校对 柳宝庆 该公司成立于2004年6月，法定代表人为汤劲，经营范围含公共航空运输、民用航空器维修、食品销 售、食品互联网销售、货物进出口、航空商务服务、软件开发、信息技术咨询服务等。股东信息显示， 该公司由中国商用飞机有限责任公司、四川航空集团有限责任公司、成都交投航空投资集团有限公司共 同持股。 此次13.2亿增资由中国商飞、四川航空集团、成都交投航空投资集团3家股东同步增资。增资后，中国 商飞仍为成都航空第一大股东，持股比例为48%，实控人为国务院国资委。 新京报贝壳财经讯（记者王真真）2月10日，新京报贝壳财经记者从天眼查获悉，成都航空有限公司于 近日发生工商变更，注册资本由6.8亿元增至20亿元，增幅约194%。 ...

Core Insights - Stellantis, the world's fourth-largest automotive group, announced a comprehensive business restructuring, including adjustments to its electric vehicle strategy, and has provisioned €22.2 billion for related expenses [1][5]. Group 1: Business Restructuring - The CEO of Stellantis, Carlos Tavares, admitted that the substantial provision reflects an overestimation of the speed of energy transition, indicating that the company's product lineup has deviated from actual consumer needs and preferences [2][6]. - The €22.2 billion provision is divided into three parts: €14.7 billion for adjusting product planning to align with customer preferences and new U.S. emission regulations, €2.1 billion for adjustments in the electric vehicle supply chain, and €5.4 billion for other write-downs, including €4.1 billion for increased warranty reserves due to quality issues and €1.3 billion related to a previously announced European layoff plan [5]. Group 2: Market Impact and Strategic Shift - Stellantis is expected to incur a net loss of €19 billion to €21 billion in the second half of 2025 and has suspended dividend payments for 2026, leading to significant market volatility and a sharp decline in stock prices [7]. - The company has already begun implementing contraction measures, such as exiting a joint venture with LG Energy Solution for electric vehicle battery production in Canada and halting production of the RAM 1500 electric pickup in the U.S. [6]. Group 3: Future Strategy and Challenges - Stellantis plans to release a new strategic plan in May that will include adjustments for the Chinese market, reflecting a shift in focus towards this key region [3]. - The previous strategy aimed for significant electric vehicle sales by 2030, but the company has faced challenges in the Chinese market, leading to a reassessment of its approach and a renewed emphasis on collaboration with local partners [8][9]. - To regain consumer trust in its French brands, Stellantis must provide competitive products and services, requiring time and commitment [10].

新京报贝壳财经讯 （记者袁秀丽）2月11日，北京市密云区水源路南侧MY00-0104-6022、6025地块二类 居住用地成交，这是今年密云区首宗土地拍卖地块，由首融（海南）商业发展有限公司和北京密云城市 建设投资集团有限公司联合体以3.8亿元底价竞得，成交楼面价7756元/平方米。 图/北京市规自委网站 该地块位于密云区鼓楼街道，土地开发程度为七通一平，用地规模约2.45公顷，地上建筑面积约4.9万平 方米，容积率2.0楼面价约7756元/平方米，该项目居住用途为全部建设商品住房，未配建保障性住房。 公开资料显示，此次拿地的首融（海南）商业发展有限公司隶属北京城建集团，由北京城建六建设集团 有限公司旗下子公司首融（海南）投资有限公司全资控股。 值得关注的是，早在2023年10月，住总以4.9亿拿下水源路南侧国祥誉项目地块，成交楼面价为8800元/ 平方米。与之相比，此次成交的地块低了超1000元/平方米。 从区位来看，该地块地处密云核心区，也是密云近些年新房项目最集中的区域；周边生活氛围浓厚，教 育、商业、医疗配套完善，包括北京翠微小学密云分校、北方交通大学附属中学（密云分校）、密云区 妇幼保健院、密云万象 ...

春节年货市场的消费风向正在悄然转变。新京报消费研究院近期通过线下商超、各大线上购物平台调研发现，在众多护肤品礼盒中，男士护肤礼盒热度高 涨。欧莱雅、百雀羚、高夫、科颜氏等多家护肤品牌均针对男性推出了"马年年货礼盒"。"他护肤"正从小众需求变为大众年货消费的主流选项之一。 消费观念转变，男性也爱护肤 线上平台男士护肤礼盒销量也有所增加。2月2日，记者在淘宝、京东、抖音电商等平台搜索"男性护肤品年货""男士马年护肤礼盒"，结果显示，多个头部品 牌礼盒月销量突破4万件，个别男士套装销量甚至超过100万件；部分品牌还推出"年货礼遇周满减"等服务，进一步拉动销量增长。 各大线上购物平台男士护肤品年货热销。电商平台截图 "往年给家里男性长辈、朋友准备年货，基本是烟、酒、茶三件套，今年特意选了男士护肤礼盒，对方反馈很实用。"在北京从事互联网行业的蒋先生表示， 中青年男性群体的护肤需求日益凸显，而千元以上的烟酒礼盒不仅价格偏高，部分受众还存在健康层面的顾虑，相比之下，男士护肤礼盒兼顾了日常使用价 值与经济性，成为更适配的礼赠选择。 这种观念转变并非个例。家住东城区48岁的杨先生在接受记者采访时坦言，自己此前对护肤的认知仅停留 ...

Core Insights - The meat product market for the upcoming Spring Festival is undergoing significant changes, with a shift towards regional specialties and a focus on fresh consumption rather than bulk buying, particularly among the younger generation [1][5][19] Group 1: Consumer Behavior - Younger consumers, particularly those born after 2000, are moving away from bulk purchasing of meat products, opting instead for fresh purchases as needed, reflecting a more rational consumption approach [5][6] - The trend of not stockpiling is supported by stable supply channels, with companies like Tyson Foods preparing for the peak sales period by doubling inventory levels [6][9] - Consumers are increasingly evaluating the "preparation costs" associated with stockpiling, leading to a preference for fresh purchases during the short holiday period [5][10] Group 2: Market Trends - The demand for regional specialties and traceability in food products is rising, with consumers showing interest in the origin and quality of meat products [9][12] - The packaging of meat snacks is increasingly emphasizing auspicious themes, with "wealth" becoming a popular concept in product design, reflecting cultural significance [13][19] - Sales of meat gift boxes featuring "wealth" themes have surged, with transaction volumes increasing by 90% year-on-year, indicating a shift in consumer preferences towards products that convey good fortune [19][20] Group 3: Company Strategies - Companies like Shouheng Group and Wumart have activated supply assurance systems and promotional activities well in advance of the festival to ensure stable prices and abundant supplies [7][8] - Brands are focusing on creating unique product offerings that resonate with cultural values, moving from price competition to value competition, enhancing brand loyalty and consumer engagement [20]