编辑 陈莉 校对 卢茜 新京报贝壳财经讯（记者韦英姿）1月8日，针对"上海移动要求家宽装维人员'上门断网'"的言论，上海 移动官方微博回应称，上海移动从未以任何形式要求家宽装维人员以强迫客户报修的方式诱导办理业 务，相关言论与事实严重不符。"我们已正式向公安机关报案并获受理，将保留进一步依法追究造谣者 及恶意传播者法律责任的权利。" ...

新京报贝壳财经讯 1月8日，豫能控股（001896）发布公告称，公司子公司林州抽水蓄能通过公开挂牌 方式增资扩股，拟募集资金不超过1.83亿元，对应持股比例不超过16%。林州市惠民水务有限公司以实 物出资方式认缴资金1.83亿元，其中1.71亿元计入新增注册资本金，持股比例为16%。增资完成后，林 州抽水蓄能注册资本金由9亿元增至10.71亿元，豫能控股持股比例由100%降至84%。 ...

Core Viewpoint - Dayu Water-saving announced a change in senior management, with the resignation of CEO Xie Yongsheng and the appointment of Wang Chong as the new CEO [1] Group 1: Management Changes - The board of directors approved the resignation of Xie Yongsheng from the position of CEO due to work arrangement adjustments, while he will continue to serve as the deputy secretary of the party committee, director, and member of the board nomination committee and the strategic and ESG committee [1] - Wang Chong has been appointed as the new CEO, with a term lasting until the end of the seventh board of directors [1]

新京报贝壳财经讯 （记者陈维城）1月8日，有市场消息称爱玛科技"寒冬已至"，减员超50%。对此，爱 玛科技回复新京报贝壳财经记者表示，"公司根据生产经营规划，进行人员结构调整 ，属于经营过程中 的正常管理行为。公司目前生产经营一切正常，高管团队稳定履职。" ...

Core Insights - The "AI New Year First Meeting" was held in Beijing on January 5, focusing on the construction of the 2026 Beijing Artificial Intelligence Innovation High Ground [5][18] - Beijing has rapidly advanced its position in the global AI landscape, with numerous prominent AI models emerging from the city [4][8] - The city is recognized as a fertile ground for tech startups due to its talent pool, research resources, and supportive government policies [4][11][18] Group 1: AI Development and Innovation - The Beijing Academy of Artificial Intelligence officially released the "Zhongzhi FlagOS 1.6," a software stack aimed at solving compatibility issues for training large models across different AI chips [5] - Beijing's AI research output is significant, with 7,340.3 adjusted papers and an AI index of 402.59, placing it first globally [8] - The city has transformed from a "follower" to a core source of AI research and innovation [8] Group 2: Talent and Ecosystem - The concentration of high-end, interdisciplinary talent in Beijing is a key factor driving innovation in the AI sector [4][11] - The presence of major universities like Tsinghua University facilitates a strong academic atmosphere, fostering a culture of innovation among young researchers [6][11] - Companies in Beijing benefit from a well-established AI ecosystem that encourages collaboration and avoids isolated development [11][12] Group 3: Government Support and Policy - The Beijing government demonstrates a deep understanding of technological frontiers, providing strong support for long-term investments and early-stage startups [18][19] - The city is developing multiple innovation districts, including the Haidian Original Community, to enhance its AI industry landscape [18][20] - Beijing's development strategy emphasizes a "one committee, one industry, one area, one product" approach to foster AI integration across various sectors [19] Group 4: Industry Growth and Future Prospects - By 2025, Beijing's core AI industry is projected to reach a scale of 450 billion yuan, with over 2,500 companies established [16] - The city is expected to continue leading in AI innovation, contributing to various sectors such as healthcare, governance, and industry [22][23] - The narrative of Beijing's AI development reflects China's commitment to technological self-reliance and innovation [22][23]

Core Viewpoint - The article discusses the unusual warm weather in China during the "San Jiu" period, which is typically the coldest time of the year, and questions whether this warm trend will continue [1] Summary by Relevant Sections Temperature Trends - The "San Jiu" period marks the coldest time of the year in China, with historical data indicating an average national temperature of -5.15°C during this time from 1991 to 2020 [1] - This year, the overall temperature during the "San Jiu" period is expected to remain above average, indicating a warmer winter compared to historical norms [1] Regional Variations - There is a notable disparity in temperature across different regions; areas such as eastern Inner Mongolia and Northeast China have experienced temperature drops exceeding 10°C due to cold air influences, while regions from North China to Jiangnan are experiencing warmer conditions [1]

Group 1 - The core viewpoint of the article is that there are claims regarding a significant reduction in workforce at Aima Technology, with reports suggesting a decrease of over 50% in staff, particularly affecting the high-end brand "Lingji" and the international business department [1] - Aima Technology's representative denied the claims of a workforce reduction exceeding 50%, stating that personnel optimization is a normal adjustment in the course of business development [1] - The company confirmed that both the high-end brand "Lingji" and the international business department are operating normally, contrary to the reports suggesting otherwise [1] Group 2 - The recent personnel adjustments at Aima Technology are described as the largest in recent years, with many employees reportedly receiving only one month’s salary as compensation upon leaving [1] - The company is currently operating normally and is expected to disclose its annual report in April of this year [1]

Core Viewpoint - The Chinese automotive market in 2025 is characterized by "overall growth with internal differentiation," as the transition to new energy continues and competition intensifies [1] Group 1: Sales Performance of Major Automotive Groups - Among the automotive groups that have reported 2025 sales, seven achieved positive growth, with four groups exceeding 3 million units in annual sales, solidifying the leading position [2][6] - BYD sold 4.6024 million vehicles in 2025, a year-on-year increase of 7.7%, achieving its annual target [7] - SAIC followed closely with approximately 4.507 million vehicles sold, a 12.3% increase year-on-year, also meeting its annual target [8] - Geely's total sales reached 3.0246 million units, a 39% year-on-year increase, exceeding its target and setting a historical high [9] - Changan and FAW were close to their targets, achieving 95.7% and 97.1% of their goals, respectively [10] Group 2: New Forces in the Automotive Market - The new energy vehicle segment is experiencing significant differentiation, with 400,000 units becoming a critical threshold for scale [3] - Among the new forces, Leap Motor, Seres, Xiaopeng, Xiaomi, and Li Auto crossed this threshold, creating a gap with subsequent tiers [3] - Three out of eleven new energy vehicle companies met their sales targets, with Leap Motor, Xiaopeng, and Xiaomi being the notable achievers [12] Group 3: Competitive Landscape and Future Outlook - The automotive market is entering a phase of stock competition, where the competition extends beyond product and sales to include technology iteration speed, ecosystem building, and operational efficiency [4] - The consensus for 2026 is that competition will intensify, with traditional companies focusing on high-end and intelligent vehicles while new forces seek differentiation through rapid technological advancements [5][22] - The shift in the automotive export landscape indicates that new energy vehicles have become the core growth engine, replacing traditional fuel vehicles [21] Group 4: Overseas Market Performance - The overseas market is becoming a key growth area, with Chery, SAIC, and BYD forming a "million-unit club" in overseas sales [18] - Chery led with over 1.344 million vehicles exported, while BYD achieved a 145% year-on-year increase in overseas sales, surpassing 1 million units for the first time [19][20]

Core Viewpoint - The Nestlé infant formula recall has led to significant market disruptions, affecting not only Nestlé but also other brands and suppliers in the industry, with potential long-term impacts on consumer trust and sales performance [1][2][3]. Group 1: Recall Details - On January 6, Nestlé announced a recall of certain batches of infant formula across 31 countries due to quality issues with ARA (arachidonic acid) oil, which may contain harmful bacteria [2][3]. - The recall involves 71 batches of products from Nestlé and Wyeth, affecting at least 15 series of infant formula and one series of children's growth formula [3][4]. - Nestlé's assessment indicates that the affected batches represent less than 0.5% of the group's annual sales, suggesting limited financial impact on the company [4]. Group 2: Market Reactions - Following the recall announcement, there has been a surge in irrational returns from customers, with some retailers reporting significant increases in return requests, regardless of whether the products were part of the affected batches [1][5]. - The recall has led to a decline in confidence among distributors, particularly affecting Nestlé's high-end infant formula "Platinum Enfamil," which may face severe market challenges [1][5]. Group 3: Impact on Competitors and Suppliers - Other infant formula brands and suppliers, including Danone and HiPP, have clarified that they do not use the implicated ARA supplier, distancing themselves from the recall [8][9]. - The largest ARA supplier, DSM-Firmenich, confirmed that the problematic ARA was not produced by them and noted an increase in market demand for their ARA products due to the recall [10][18]. - The A-share listed company, Jia Bi You Biotechnology, is under scrutiny as it is suspected to be the supplier of the problematic ARA, leading to a significant drop in its stock price [1][17]. Group 4: Financial Performance and Market Share - In 2024, despite a market share increase in the infant nutrition sector, Nestlé's overall performance in the Greater China region is projected to show negative growth, with a reported organic growth rate of -6.1% for the first three quarters of 2025 [7]. - Market data indicates that Nestlé and Wyeth hold approximately 4.9% and 4.4% market shares, respectively, in the Chinese infant formula market, trailing behind competitors like Feihe and Danone [7].

智谱董事长刘德兵在上市致辞中讲道："智谱的Z是字母表中的最后一个，代表终极境地，智谱将持续 探索AGI的智能上界。" 截至发稿，智谱股价报126港元/股，当日涨幅达8.4%。 编辑 杨娟娟 新京报贝壳财经讯（记者张晓慧 罗亦丹）1月8日，智谱（02513.HK）正式在香港联合交易所挂牌上 市，成为"全球大模型第一股"，开盘报120港元/股，市值突破528亿港元。 此前，智谱全球发售文件显示，智谱拟在全球发售3741.95万股H股，其中香港公开发售748.39万股，国 际发售2993.56万股；配发结果显示，智谱公开发售认购水平达1159.46倍，国际发售认购水平达15.28 倍。 智谱成立于2019年，由清华大学技术成果转化而来，专注AGI的研发。弗若斯特沙利文报告显示，按 2024年收入计算，智谱在中国独立通用大模型开发商中排名第一，在所有通用大模型开发商中排名第 二。 上市当日，清华大学计算机系教授、智谱创立发起人兼首席科学家唐杰发布内部信，提到2026年智谱将 聚焦新一代模型GLM-5、全新的模型架构设计、具有更强泛化能力的RL等，"很快GLM-5将跟大家见 面"。 校对 杨利 ...