在北京楼市的观望期，真正的信号往往不在开盘时的喧嚣，而在半月后的案场。当热度褪去，依然能吸引眼光挑剔的改善客群"用脚投 票"的，唯有那些真正拥有品质内核的作品。位于海淀西四环的北京隅海岄，正是如此。 北京隅海岄效果图。企业供图 开盘至今一个半月，这里的售楼处依旧繁忙。沙盘边聚集着仔细咨询的家庭，洽谈区几乎座无虚席。这股持续的热度背后，是项目 以"真改善"为内核的系统性回应，提供的不仅是面积的扩大，更是一场涵盖生活方式、社区生态与资产价值的全面升级。 真地段：占位西四环，定义纯改善 今年，海淀西宝山板块强势崛起，成为北京楼市焦点。 作为"海淀北部生态宜居新标杆"，这里既承载科技创新的产业势能，又兼具生态居住的纯粹底色，双重属性叠加下，成为高端改善客群 的共识之选。 区位与交通上，宝山板块地处西四环与西五环之间，紧邻阜石路，自驾出行可快速接驳五环路。轨道交通方面，板块紧邻地铁6号线廖 公庄站，而6号线作为北京东西向的"超级大动脉"，不仅串联起石景山、海淀、东城、西城、朝阳、通州城市副中心六大城区，还实现 与多条线路的便捷换乘，保障了高效通勤体验。 依托这条黄金线路，业主可快速直达金融街、CBD等重点功能区，轻松对 ...

Core Viewpoint - Tianlong Group has clarified that it is not involved in GEO-related business and does not generate additional revenue from AI tools, despite being mentioned as a GEO concept stock by the media [1] Group 1 - The company's subsidiaries primarily focus on digital marketing services [1] - Tianlong Group has not engaged in the GEO business as defined by the media [1] - The company has not identified any other media reports or market rumors that would significantly impact its stock trading price [1]

1月14日，中国汽车工业协会（简称"中汽协"）公布汽车市场成绩：作为"十四五"收官之年的2025年，中国汽车产销量均超3400万辆，连续3年保持3000万辆 以上规模，连续17年稳居全球第一。 中汽协数据显示，2025年汽车产销量分别为3453.1万辆和3440万辆，同比分别增长10.4%和9.4%。其中，作为汽车消费的核心组成部分，乘用车产销规模首 次超过3000万辆，分别达到3027万辆和3010.3万辆，同比分别增长10.2%和9.2%。 陈士华介绍，2025年我国汽车产业面临的外部形势非常严峻，如贸易保护、全球产业链重构等压力，克服了技术攻关难题、行业内卷等挑战，实现了产业规 模和发展质量的双提升。 2025年汽车产销量再创历史新高，离不开"两新"政策的助力，促使终端需求持续释放。商务部数据显示，2025年汽车以旧换新超1150万辆，其中，新能源汽 车占比近60%。 从2021年的2148.2万辆到2025年的3440万辆，我国汽车产业实现多个突破，产销规模跃升3000万辆，营业收入突破10万亿元，出口跻身世界第一，电动化与 智能化、网联化加速融合。这些成绩背后，是我国汽车产业的高质量转型升级，以新能 ...

Core Viewpoint - The policy for tax refunds on housing exchanges has been extended again, reflecting ongoing efforts to alleviate market pressures and stimulate housing transactions [1][5]. Group 1: Policy Details - The new policy will be effective from January 1, 2026, to December 31, 2027, allowing taxpayers who sell their own homes and purchase new ones within one year to receive a tax refund on the personal income tax already paid [2]. - If the purchase price of the new home is greater than or equal to the selling price of the current home, the entire amount of personal income tax paid will be refunded. If the new home purchase price is less, the refund will be proportional to the new home's price relative to the selling price [5]. Group 2: Market Implications - The continuous extension of this tax refund policy indicates a strong commitment to support the housing market, as it aims to reduce transaction costs and enhance market activity, ultimately stabilizing overall tax revenue [5]. - The current housing market is experiencing significant stagnation, particularly in the secondary housing market, where transaction prices are declining, hindering the "sell one buy one" cycle. The tax exemption on housing exchanges is expected to lower transaction costs and release pent-up demand [5]. - The government is also implementing other measures to reduce transaction costs, such as interest subsidies on housing loans in certain cities, especially in light of weakening employment and income expectations [6].

Core Insights - Alibaba's 1688 platform has over 1 million merchants, with more than 290,000 daily users engaging with AI products and technologies, indicating a significant increase in AI usage among merchants [1] Industry Trends - The report highlights that China's industrial sector is at a pivotal transition from digitalization to intelligence, where AI is not merely a technical application but a means to reshape operational logic and value distribution [2] - Four core challenges facing the industry include extreme fragmentation on the supply side, high non-standardization on the demand side, lengthy and inefficient decision-making processes, and the difficulty in reusing industry experience [2] Regional Development Patterns - The report identifies a regional pattern in factory intelligence characterized by "East High, Central Fast, West Broad," with eastern regions leading in digitalization, central regions experiencing the fastest growth, and western regions expanding their digital coverage [3] - Yiwu ranks first in national AI application activity, followed by manufacturing hubs such as Guangzhou, Shenzhen, Dongguan, and Wenzhou [3]

Core Viewpoint - The commercial space industry in China is experiencing significant growth, with numerous companies submitting satellite constellation applications, leading to increased market interest and investment opportunities [1][8][21]. Group 1: Industry Developments - In January 2026, the commercial space sector gained attention with the IPO acceptance of Blue Arrow Aerospace, which was subsequently inspected by regulatory authorities [1]. - China has expanded its satellite constellation applications to four entities, each proposing over 10,000 satellites, including China Star Network and Shanghai Yuanxin [2]. - Over 60 institutions have submitted satellite applications to the International Telecommunication Union (ITU) since 2023, with a total of over 240,000 satellites proposed [8]. Group 2: Competitive Landscape - A competition is emerging between state-owned and commercial entities in the low Earth orbit satellite sector, marking a shift from theoretical applications to practical implementations [4]. - Major players like China Star Network and Shanghai Yuanxin have submitted large-scale satellite constellation plans, with China Star Network proposing 12,992 satellites and Shanghai Yuanxin over 15,000 [5][6]. - The Wireless Innovation Institute has also entered the fray with two applications for constellations of 96,714 satellites each [7]. Group 3: Market Potential and Challenges - The demand for large satellite constellations is expected to drive significant manufacturing and launch needs, creating optimistic market expectations [19]. - Analysts predict that the years 2024-2025 will be pivotal for China's commercial space sector, transitioning from technology validation to large-scale networking [21]. - Despite the potential for growth, the industry faces challenges in technology breakthroughs and cost reductions for large-scale satellite launches [23]. Group 4: Company Insights - Blue Arrow Aerospace, a key player in the commercial space sector, is focusing on enhancing its reusable rocket capabilities, although it has yet to achieve profitability [24][25]. - The company is involved in providing launch services for major satellite constellations, including GW and Qianfan [26]. - Other commercial space companies like Interstellar Glory and Zhongke Aerospace are also pursuing IPOs, indicating a growing interest in the sector [27].

新京报贝壳财经讯 1月14日，据同花顺iFinD数据，沪深京三市成交额超3.95万亿元，续创历史记录。 ...

编辑 杨娟娟 校对 陈荻雁 新京报贝壳财经讯（记者王琳琳）1月14日，中国汽车工业协会（简称"中汽协"）发布的最新数据显 示，新能源汽车产销分别为1662.6万辆和1649万辆，同比分别增长29%和28.2%，新能源汽车新车销量 达到汽车新车总销量的47.9%，较去年同期提高7个百分点。我国新能源汽车连续11年位居全球第一。 从新能源汽车内销表现来看，2025年新能源汽车国内销量1387.5万辆，同比增长19.8%，2025年新能源 汽车国内销量占汽车国内销量比例为50.8%。其中，2025年新能源乘用车国内销量占乘用车国内销量比 例为54%；新能源商用车国内销量占商用车国内销量比例为26.9%。 ...

Core Insights - The China Automotive Industry Association (CAAM) reported that by 2025, China's automobile production and sales are projected to reach 34.53 million and 34.40 million units, respectively, representing year-on-year growth of 10.4% and 9.4%, exceeding earlier expectations [1] - China has maintained an annual automobile production and sales volume above 30 million units for three consecutive years, solidifying its position as the world's largest automobile market for 17 years [1] - Automobile exports are also expected to reach a record high, with projections of over 7 million units, specifically 7.098 million units, reflecting a year-on-year increase of 21.1% [1] Industry Performance - The automotive industry in China is increasingly focusing on expanding into overseas markets, with a notable improvement in the international competitiveness of Chinese brands [1] - Joint ventures are also performing well in terms of exports, contributing to the overall growth of the sector [1] - The rapid growth of new energy vehicle exports is a significant factor driving the increase in China's automobile export figures [1]

新京报贝壳财经讯 1月13日，西部矿业发布公告称，公司控股子公司西藏玉龙铜业股份有限公司近日取 得西藏自治区自然资源厅出具的矿产资源储量评审备案复函，玉龙铜矿累计查明资源量新增铜金属资源 量131.42万吨，伴生钼金属资源量10.77万吨。此次增储将进一步延长矿山服务年限，促进战略性矿产资 源增储上产，为公司可持续发展打牢基础，持续提升公司盈利能力。 ...