新京报贝壳财经讯 1月15日，金钼股份发布公告称，将以17.31亿元对价收购紫金矿业转让的安徽金沙钼 业有限公司24%股权。交易完成后，公司将持有金沙钼业34%的股权，紫金矿业（或其全资子公司）持 有60%。此次收购旨在强化资源保障，巩固行业影响力，并加快实现沙坪沟钼矿开发建设。交易不构成 关联交易，无需提交股东会审议。 ...

Group 1 - The core viewpoint of the article highlights the significant growth in the WeChat mini-game ecosystem, with IAP (In-App Purchase) mini-games reaching 300 million monthly active users and IAA (In-App Advertising) mini-games reaching 400 million monthly active users [1] - The WeChat mini-game team announced an increase in the incentive cap for new IAP games to 4 million yuan for 2026, indicating a strategic push to enhance the quality and longevity of content within the mini-game ecosystem [1] - By the end of 2025, nearly 70 games are expected to achieve over 1 million daily active users, and more than 300 games are projected to generate over 10 million yuan in quarterly revenue [1]

从岁末到年初，位于北京市通州文化旅游区的顶点公园的工程建设从未停步，这座将成为亚洲最大室内 儿童主题乐园的公园是北京市在2026年打造的北京市重点工程之一。 所谓"3个100"市重点工程包括100个重大科技创新及现代化产业项目，100个重大基础设施项目和100个 重大民生改善项目。同时，将预计于后续年度实施的200个重大项目列入前期推进项目，力争推动一批 项目提前至2026年开工。 一季度计划开工160项市区重大项目，总投资约5188亿元 "今年北京市'3个100'市重点工程项目总投资超1.4万亿元，全年计划完成投资约3128亿元，支撑北京市 全市投资的三成以上。"1月15日，北京市发展改革委（简称"市发改委"）投资处相关负责人告诉新京报 贝壳财经记者。 该负责人表示，今年北京市将紧密衔接"十五五"时期重大工程项目，突出目标导向、问题导向、前瞻引 领和引导带动，持续发挥"3个100"市重点工程品牌效应和示范引领作用。300个项目中安排180个续建项 目、120个新建项目，社会投资项目投资额占比不低于70%。 在强化各类要素保障方面，1月底前发布全年供地计划，力争一季度集中供应一批优质地块，春节前下 达40%的 ...

1月以来，先后在北京AI"新春第一会"和智源研究院"2026十大技术趋势"发布会上携最新成果亮相，光轮智能联合创始人、总裁杨海波"很忙"。 忙碌的背后，是2025年具身智能赛道爆发式增长，但训练数据短缺的现状。在这一背景下，2023年成立的光轮智能以具身智能背后"卖水人"的身份脱颖而 出，其专注的AI仿真合成数据服务精准填补了这一市场缺口。目前，超过80%的国际主流具身智能团队的仿真资产与合成数据来源于光轮智能，世界模型团 队与多模态模型团队也是他们的客户。 2026年1月的一个晚上，杨海波接受了新京报贝壳财经记者的专访。之所以选择在晚上，是因为创业近三年来，他始终保持高强度、多线程的工作节奏：每 天清晨集中处理来自全球团队的大量信息，他称之为"清圈"（即清理未回复的微信信息），之后持续跟进重点事项进展，并与客户、政府和投资机构进行密 集沟通，日均安排4至5场会议。 杨海波向记者坦言，光轮智能成立初期主要面向自动驾驶领域，但具身智能火爆后，其数据需求量至少是自动驾驶的1000倍。在他看来，只有AI仿真数据 才能提供具身智能企业们渴求的"规模化数据"，"未来机器人和智能体会像今天的手机、汽车一样，广泛应用于各个 ...

Group 1 - The "Dead or Alive" app is no longer available for download in the mainland China version of the Apple Store, but it remains accessible in the Singapore version, where it ranks first in the paid app category [1] - On January 13, the app announced a rebranding to the global name "Demumu" in an upcoming version, following previous unsuccessful attempts at renaming [2] - The app's official account is currently soliciting creative ideas for its name change from the public [2]

Core Viewpoint - The Beijing Financial Regulatory Bureau has launched a pilot program for financing the renovation of old residential buildings, introducing a specialized "Personal Housing Renovation Loan" product to address residents' financing challenges and improve living conditions in aging neighborhoods [1][6]. Group 1: Pilot Program and Financial Products - The pilot program is the only one in the country supported by the National Financial Supervision Administration, allowing for the creation of a "Personal Housing Renovation Loan" product [1][6]. - Seven banks, including Beijing Bank and China Construction Bank, are participating as pilot banks for the renovation projects [2]. - The first "Personal Housing Renovation Loan" has been successfully issued, marking a significant step in addressing the financing difficulties faced by residents [4][10]. Group 2: Conditions and Process for Borrowers - Borrowers must meet five specific conditions to qualify for the "Personal Housing Renovation Loan," including signing a renovation agreement and demonstrating good creditworthiness [7][8]. - The loan amount is determined based on the renovation costs, and the disbursement aligns with the progress of the renovation project [6][10]. Group 3: Impact on Residents and Urban Development - The initiative aims to alleviate the financial burden on residents during the renovation process, allowing more families to participate and improving living conditions by addressing safety hazards in aging buildings [9][10]. - The program is expected to drive significant fixed asset investment, potentially reaching hundreds of billions in the next five to ten years, thereby stimulating related industries and enhancing overall economic development in Beijing [10].

Core Viewpoint - Lin Tai New Material Technology Co., Ltd. has announced its 2025 performance forecast, expecting a net profit attributable to shareholders of between 133 million to 151 million yuan, representing a growth of 64.48% to 85.95% compared to the previous year's profit of 81.0432 million yuan, indicating a consistent profit growth of over 50% for four consecutive years [1] Group 1: Company Overview - Lin Tai New Material was established in 2015 and successfully listed on the Beijing Stock Exchange on December 18, 2024 [1] - The company specializes in the research, production, and sales of friction plates for automatic transmissions, being the only domestic brand capable of large-scale supply of wet paper-based friction plates and dual plates for passenger car automatic transmissions [1] - Its products cover mainstream automatic transmissions including AT, CVT, DCT, DHT, and DET, applicable in various industries such as vehicles, engineering machinery, high-end agricultural machinery, special vehicles, low-altitude aircraft, and ships, indicating a broad market application prospect [1] Group 2: Performance Drivers - The expected growth in 2025 is attributed to stable revenue growth in the traditional energy vehicle sector while also focusing on the new energy vehicle market, particularly in the sales of hybrid dedicated transmissions (DHT) [1][2] - In the traditional energy vehicle sector, the company has achieved stable revenue growth due to excellent product performance, good market reputation, and high-quality customer service, supporting steady operational performance [2] - In the new energy vehicle sector, despite a slowdown in pure electric vehicle growth, the penetration rate of plug-in hybrid vehicles has rapidly increased, with the company's sales in the DHT sector becoming a major growth point [2] Group 3: International Market Development - In 2025, the company plans to intensify efforts in developing overseas markets, leveraging its technological and brand advantages to enhance product competitiveness and market share [2] - The recognition and reputation of the company's products in overseas markets have improved, leading to increased sales from existing foreign customers and the acquisition of new clients, resulting in a certain degree of growth in export revenue [2]

Core Viewpoint - The semiconductor giant Unisoc is progressing with its acquisition of ReNeng Semiconductor, aiming to enhance its power semiconductor supply chain and expand production capacity [2][3][4]. Company Overview - Unisoc (002049.SZ) opened at a limit-up price of 86.69 CNY per share, with a total market capitalization of 73.654 billion CNY [2]. - Unisoc is a subsidiary of the comprehensive integrated circuit company New Unisoc Group, focusing on special integrated circuits and security chips [2]. Acquisition Details - Unisoc plans to acquire 100% equity of ReNeng Semiconductor through a combination of share issuance and cash payments to 14 transaction parties [2]. - The acquisition is classified as a related party transaction due to prior connections between Unisoc's major shareholders and ReNeng Semiconductor [2][3]. Market Context - The global power semiconductor market reached 50.3 billion USD in 2023 and is projected to grow to 59.6 billion USD by 2027 [4]. - Power semiconductors are crucial for energy conversion and circuit control in electronic devices, with significant applications in the automotive and industrial sectors [5]. ReNeng Semiconductor Profile - ReNeng Semiconductor, established in 2015, specializes in power semiconductors and is a fully owned subsidiary of Unisoc post-acquisition [4]. - The company has a strong focus on power semiconductor products, with over 96% of its revenue coming from device sales [4][6]. Financial Performance - In the first half of 2025, ReNeng Semiconductor's revenue from the Chinese market increased by 39.91% year-on-year, driven by the growth in demand from the new energy and automotive sectors [6].

Core Viewpoint - The Shenzhen Stock Exchange issued a regulatory letter to Tianji Co., highlighting multiple violations by the company and its executives, including improper goodwill impairment testing and inadequate salary provisions for employees [1]. Group 1: Regulatory Violations - The company failed to conduct proper goodwill impairment testing for its subsidiaries, Jiangsu Xintai Material Technology Co., Ltd. for the fiscal year 2023 and Changshu Yuxiang Trading Co., Ltd. for the fiscal year 2024 [1]. - Tianji Co. and its subsidiary, Changshu Xinte Chemical Co., Ltd., did not appropriately accrue salaries for sales and management personnel from September 2023 to December 2024 [1]. - The company provided financial assistance to non-related parties from September 2023 to August 2025 without following the required review procedures and disclosure obligations [1].

Core Insights - Douyin e-commerce is experiencing steady growth, with a projected 49% year-on-year increase in transaction volume from August 2024 to August 2025, surpassing 5.36 million new merchants and 5.11 million new influencers achieving stable income [1] Group 1: Merchant Growth - The number of merchants achieving revenue growth through live streaming is expected to increase by 45% in 2025, with over 80,000 new merchants reaching transaction volumes exceeding 1 million [2] Group 2: Impact on Small and Medium Enterprises (SMEs) - Live streaming e-commerce demonstrates significant inclusive value for SMEs, with nearly 70% of participating SMEs achieving product sales through live streaming, and over 10,000 SMEs surpassing 10 million in transaction volume [3] - Influencers with fewer than 1 million followers account for over 85% of transaction volume in influencer-led sales, highlighting their crucial role in the sustained growth of live streaming e-commerce [3] Group 3: Economic Development - Live streaming e-commerce is becoming a key driver for industrial belts and regional economic development, with Douyin e-commerce platform merchants selling 18.8 billion units of source goods in 2025, and the number of industrial belt merchants engaging in live streaming increasing by 83% [3] - The number of industrial belt SMEs achieving transaction volumes exceeding 1 million has grown by 49%, with nearly 400 industrial belts recording order volumes exceeding 10 million [3]