Xi Niu Cai Jing
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澳门英皇娱乐酒店79公斤黄金确认被卖 金价飙升爆赚10倍
Xi Niu Cai Jing· 2026-02-05 11:09
Group 1 - The core announcement is that Emperor Entertainment Hotel has sold multiple gold bricks laid on the lobby floor for approximately HKD 99.7 million [2] - The hotel, located in Macau, has a total floor area of about 655,000 square meters and features 311 guest rooms [3] - The sale of the gold bricks, totaling 79 kilograms, was made to Heraeus Metals Hong Kong Limited, a company specializing in precious metals refining and trading [4] Group 2 - The gold bricks were originally recorded at a book value of HKD 9.4 million, which is also the original purchase price, indicating a nearly tenfold increase in value due to rising gold prices [4] - The proceeds from the sale are expected to strengthen the company's financial position, allowing for potential future investments, although no attractive investment opportunities have been identified yet [4] - The decision to sell was influenced by the current market conditions and high prices of precious metals, as well as the desire to save on security and insurance costs associated with the gold [3]
2.5犀牛财经晚报:上交所公布2026年春节休市安排
Xi Niu Cai Jing· 2026-02-05 10:22
Group 1: Smartphone Market - The global smartphone market revenue reached $143 billion in Q4 2025, marking a 13% year-on-year increase and setting a record for single-quarter revenue [2] - The average selling price (ASP) of smartphones surpassed $400 for the first time, reflecting an 8% year-on-year growth, driven by a trend towards higher-end devices and rising material costs [2] - Smartphone shipment volume grew by 5% year-on-year, indicating a market growth driven by "value expansion" rather than "scale expansion" [2] Group 2: MLCC Market - The global MLCC market is experiencing polarization, with high-end demand driven by AI applications, while the mid-to-low-end market faces pressure due to rising raw material costs and weak demand [2] - Major manufacturers in Japan and South Korea are operating at full capacity due to increased orders for high-end MLCCs, while the consumer electronics sector is struggling [2] - The supply chain is expected to reflect a trend of "AI heat, consumer cold" in Q1 2026, necessitating suppliers to focus on high-end AI products and manage traditional product inventory and cost risks [2] Group 3: 3D Printing Industry - The domestic 3D printing industry has seen a positive start in 2026, with numerous companies reporting increased performance and ongoing mergers and acquisitions [4] - The application of 3D printing technology is expanding into various fields, including aerospace, consumer electronics, and biomedicine, highlighting its value in customization and efficiency [4] Group 4: NAND Flash Market - NAND flash memory prices surged by 80%-90% in Q1 2026, driven by a sharp increase in general server DRAM prices and a similar rise in NAND prices after a relatively stable Q4 [3] - The overall market is experiencing a comprehensive price increase, influenced by rising prices of certain HBM3e products [3] Group 5: Financial and Investment Activities - New City Development raised HKD 473 million by placing 198 million shares at HKD 2.39 each, with funds aimed at business development and improving liquidity [7] - The China Securities Regulatory Commission approved the IPO registration of Aitec, a company specializing in automotive electronics [7] - Hengwei Technology reported a 30.13% year-on-year increase in net profit for 2025, despite a 6.31% decline in revenue [14]
2月5日晚间重要公告一览
Xi Niu Cai Jing· 2026-02-05 10:16
Group 1 - Company Jianhui Information plans to acquire 38% equity in Boke Guoxin for RMB 73.71 million, increasing its stake from 32% to 70%, making Boke Guoxin a subsidiary [1] - Company Guangshengtang's innovative drug GST-HG141 for hepatitis B has completed the enrollment of 578 participants in its Phase III clinical trial [2] - Company Hongjing Optoelectronics is establishing a partnership with a target scale of RMB 290 million, contributing RMB 3 million as a limited partner [3] Group 2 - Company Hongchang Technology intends to acquire 21% equity in Liangzhi Joint, which will make it the controlling shareholder with a 51% stake [4] - Company Xiexin Integrated has not yet received any orders in the "space photovoltaic" sector, which remains in the exploratory phase [5] - Company Xianheng International plans to reduce its shareholding by up to 3%, amounting to a maximum of 12.28 million shares [6] Group 3 - Company Furuijia plans to reduce its repurchased shares by up to 2%, totaling 18.93 million shares [7] - Company Tianqimo is planning to issue shares and pay cash to acquire assets, leading to a temporary suspension of its stock [8] - Company Shuangqiang Technology's director plans to reduce his holdings by up to 0.32% [9] Group 4 - Company Bairun plans to adjust the conversion price of its bonds due to stock prices falling below 85% of the conversion price [11] - Company Dongnan Network has won an EPC project worth RMB 994 million [12] - Company Anhui Energy has appointed Xu Wengong as the new general manager following the resignation of Fang Shiqing [13] Group 5 - Company Lijun plans to invest up to USD 3 million to establish subsidiaries in Hong Kong and Peru [14] - Company Zhenghe Ecology has signed a strategic cooperation agreement with the government of Beijing's Miyun District [15] - Company First Venture has elected Guo Chuan as the chairman of its board [16] Group 6 - Company Changxin Bochuang's shareholder has terminated an agreement to transfer 14.5 million shares [17] - Company Hengrui Medicine's HR091506 tablet application has been accepted by the National Medical Products Administration [18] - Company Hengrui Medicine's SHR-1894 injection has received approval for clinical trials [20] Group 7 - Company Longshen Rongfa has obtained a medical device production license [21] - Company Western Securities reported that its new borrowings exceeded 20% of its net assets [22] - Company Rongfa Nuclear Power's subsidiary has won a project worth RMB 101 million [23] Group 8 - Company Taiji Industry's subsidiary has a pre-bid for the Huahong FAB9B project with a bid amount of RMB 3.778 billion [24] - Company Suzhou High-tech plans to increase its investment in a subsidiary by RMB 780 million through a debt-to-equity swap [26] - Company Electric Power Investment's vice president has resigned due to work changes [27] Group 9 - Company Hengwei Technology reported a 30.13% increase in net profit for 2025 [28] - Company Fangsheng Pharmaceutical's subsidiary has received a drug production license [29] - Company Pilin Bio's subsidiary has received a notice for clinical trial acceptance for a hemostatic drug [31] Group 10 - Company Zhongxin Fluorine Material has received approval for a stock issuance to specific investors [32] - Company Shanhe Intelligent expects a total transaction amount with related parties to be RMB 1.197 billion in 2026 [33] - Company Warner Pharmaceutical's partner has completed Phase I clinical trials for a new drug [34]
百度文心助手红包被微信屏蔽 已改为口令红包
Xi Niu Cai Jing· 2026-02-05 07:40
Group 1 - Baidu quickly adapted to the situation of link blocking by changing the sharing mechanism of its Wenxin Assistant red envelope to a password-based system, requiring users to obtain a password to participate in the red envelope collection [2] - The previous red envelope links from Baidu's Wenxin Assistant were also blocked in group chats, but there was a brief period on February 4 when users reported being able to open related links normally in WeChat [6] - WeChat's blocking of Baidu's red envelope links continues its logic of regulating improper marketing links during the Spring Festival, as part of its efforts to maintain platform ecology and user experience [6] Group 2 - WeChat's security center previously stated that certain platforms' Spring Festival red envelope activities were inducing users to share links frequently, which violated the WeChat external link content management regulations [6] - WeChat will continue to monitor various Spring Festival marketing activities and will take action based on user feedback to ensure compliance with platform rules [6]
与德邦基金合作的无资质大V处罚落地 “爱理财的小羊”账号遭永久禁言
Xi Niu Cai Jing· 2026-02-05 07:40
2月5日,百万粉丝财经博主"爱理财的小羊"在蚂蚁财富社区的账号已被永久禁言。目前,在蚂蚁财富社区中已无法搜索到该账号。 监管核查结果显示,一家基金公司与不具备基金销售业务资格和基金从业资格的互联网"大V"开展了营销合作,并向其支付了大额广告费。具体操作方式 为,该"大V"在平台上预告将在某日大额购入某基金公司产品,利用其流量和影响力鼓动投资者跟进购买,从而诱导风险承受能力不匹配的投资者购买中高 风险产品。 据媒体报道,此次事件中涉及的基金公司为德邦基金,产品为德邦稳盈增长,而合作的"大V"正是"爱理财的小羊"。公开信息显示,"爱理财的小羊"是一位 自媒体财经博主,在抖音等平台拥有超过200万粉丝,此前曾因高退货率的带货行为引发关注。 根据蚂蚁财富社区最新发布的金融违规治理公告,"爱理财的小羊"账号因违规行为遭到永久禁言处理。事涉"某基金产品单日申购量超过百亿元"风波。 ...
2月5日重要公告一览
Xi Niu Cai Jing· 2026-02-05 02:46
Group 1 - Fujian State-owned Assets Management Company plans to reduce its stake in Fuguang Co., Ltd. by up to 3%, amounting to a maximum of 481.68 million shares [1] - Ice Wheel Environment Technology Co., Ltd. intends to reduce its stake in Qingda Environmental Protection by up to 3%, totaling a maximum of 372.68 million shares [2] - Wang Zhong, a shareholder of Jiangshan Oupai, plans to reduce his stake by up to 3%, which equates to a maximum of 531.51 million shares [6] Group 2 - Huadong Medicine's subsidiary, Zhejiang Daer Biotechnology Co., Ltd., received approval for a clinical trial of DR10624 injection for hypertriglyceridemia [3] - Guangdong Construction won a bid for a lithium battery intelligent manufacturing project worth 1.524 billion yuan [4] - Qilu Bank reported a net profit of 5.713 billion yuan for 2025, a year-on-year increase of 14.58% [5] Group 3 - Chang'an Automobile plans to repurchase shares worth between 1 billion and 2 billion yuan [8] - The company reported a January sales figure of 134,700 vehicles, a year-on-year decrease of 51.14% [31] - Foton Motor's January sales reached 55,553 vehicles, reflecting a year-on-year growth of 10.99% [35] Group 4 - Hongchang Technology plans to acquire a 21% stake in Liangzhi Joint Technology for 54.6 million yuan, aiming for control [11] - Suwen Electric Power's subsidiary is participating in an investment fund focused on high-tech industries [19] - Tangyuan Electric's application for a stock issuance to specific investors has been approved by the CSRC [20] Group 5 - JinkoSolar announced it has no orders related to "space photovoltaics" and remains focused on ground photovoltaic products [39] - High Measurement Co. clarified that it has not engaged in any space photovoltaic business or collaborations with relevant teams [40] - Jin Jing Technology noted that the TCO glass market is still small and has minimal impact on its revenue [13]
2.5犀牛财经早报:全国年用电量突破10万亿千瓦时 未来货币是“瓦特”?
Xi Niu Cai Jing· 2026-02-05 01:42
Group 1 - Public mutual funds have distributed over 33 billion yuan in dividends this year, with equity funds accounting for nearly 80% of the total [1] - The increase in dividend distribution is attributed to policies, performance, industry transformation, and funding needs, marking a trend towards high-quality development in the industry [1] - The new registration of private MOM products has been halted due to regulatory concerns about potential deviations from active management [1] Group 2 - China's total electricity consumption has historically surpassed 10 trillion kilowatt-hours, equivalent to more than double the annual electricity consumption of the United States [1] - This milestone reflects a nearly doubled growth from approximately 5.5 trillion kilowatt-hours in 2015, indicating robust infrastructure development and a strengthened industrial advantage in the power sector [1] Group 3 - The Chinese AI industry is entering a new phase of commercial validation and large-scale application, with several companies recently listed on the Hong Kong and STAR markets [2] - Domestic chip manufacturers face challenges under Nvidia's ecosystem, prompting a focus on system efficiency and scene adaptability to enhance competitiveness [2] - Collaboration between chip and model companies is deemed crucial for the independent development of domestic AI [2] Group 4 - The production of World Cup-related sports goods in Yiwu has entered a critical phase as the 2026 FIFA World Cup approaches, with significant international demand observed [2] Group 5 - Alphabet, Google's parent company, reported a fourth-quarter net profit of $34.455 billion, a year-on-year increase of 29.8%, with total revenue reaching $113.83 billion [4] - Google Cloud revenue grew by 48% year-on-year, indicating strong performance in the cloud segment [4] Group 6 - Texas Instruments announced an agreement to acquire Synaptics for $7.5 billion, with the transaction expected to be completed in the first half of 2027 [5] - The acquisition will provide Synaptics' investors with $231 in cash per share [5] Group 7 - Chang'an Automobile plans to repurchase shares worth between 1 billion and 2 billion yuan, with specific allocations for A-shares and B-shares [8]
当年会遇见演唱会,追觅选择了“敢梦敢为”
Xi Niu Cai Jing· 2026-02-04 14:58
2月4日,苏州奥体中心体育场灯光璀璨,追觅科技与央视携手打造的"敢梦敢为·追觅之夜"演唱会正式登场。这不仅是一次动人的视听盛宴,更是一份献给 追觅全体员工的温暖心意。活动突破传统企业年会的活动形式,以央视级演唱会盛典,全面展示了追觅科技的品牌实力与对员工深厚的关怀。 年会的形式变革,正是企业能级提升的象征。追觅科技通过举办如此高规格、创新内容丰富的年会,展现了作为行业领军企业的实力与远见。这不仅是一次 庆祝活动,更是追觅品牌全面重塑的见证,象征着从规模到文化、从产品到员工福利的全方位升级。企业的能级与影响力,在这一场活动中得以完美呈现, 也为未来发展奠定了更加坚实的基础。 此次演唱会明星阵容堪称豪华,华语乐坛大牌歌手聚集,张信哲、毛不易、韩红、萧敬腾、陈慧琳和李克勤等实力唱将点燃全场激情。熟悉的旋律在体育场 回荡,欢笑、感动与共鸣在现场流转,不仅为现场的观众带来震撼的音乐体验,也生动诠释了追觅科技"敢梦敢为"的品牌精神。 演唱会现场精彩纷呈,除了顶级歌手的歌声,演唱会由央视知名主持人撒贝宁与龚韵熹担当主持,为整场演唱会奠定了高规格基调。空中飞舞的无人机表演 也为整个演唱会增添了科技感与现代感。此外,来自云南省 ...
岚图泰山首次重大OTA来袭,华为智驾+硬核越野,改写高端SUV价值规则
Xi Niu Cai Jing· 2026-02-04 12:15
Core Viewpoint - Lantu Automotive has launched a significant OTA upgrade for the Lantu Taishan, enhancing its capabilities in smart cockpit, assisted driving, and off-road performance, thereby redefining the value proposition of high-end business SUVs [1][14]. Group 1: OTA Upgrade Features - The OTA upgrade centers around Huawei's QianKun Intelligent Driving ADS 4.1, elevating the assisted driving capabilities of Lantu Taishan to a new level, emphasizing comprehensive safety and adaptability [5]. - New features include eAES anti-clamping function, which predicts collision risks and assists in lane changes, and emergency cornering assistance that limits power output or activates braking to ensure safety [5][11]. - The upgrade also optimizes obstacle recognition algorithms for better avoidance of road hazards, enhancing overall active safety measures [5]. Group 2: Off-Road Capabilities - Lantu Taishan distinguishes itself by focusing on both urban and off-road capabilities, featuring a full aluminum alloy chassis and advanced three-chamber air suspension for superior adaptability to various terrains [9]. - The vehicle's off-road mode is specifically tuned for challenging conditions, improving stability on slippery surfaces and enhancing its unique positioning in the high-end business SUV market [11]. Group 3: Smart Cockpit Enhancements - The smart cockpit has been upgraded to cater to the needs of high-end business users, transforming it into a "mobile meeting room 2.0" with features like a second-row armrest screen and voice-controlled seat adjustments [12]. - Enhancements include improved seat adjustment logic and a welcoming lighting function, significantly elevating the travel experience for business professionals [12]. Group 4: Market Positioning and Future Outlook - The OTA upgrade reflects Lantu's commitment to user-centric design and technological innovation, aiming to redefine the boundaries of high-end business SUVs [14]. - Lantu Automotive plans to continue driving product upgrades through technological advancements, enhancing the overall user experience in the high-end business SUV market [14].
2月4日晚间重要公告一览
Xi Niu Cai Jing· 2026-02-04 10:24
Group 1 - Sileck's subsidiary received a project designation letter from a South Korean battery customer, expected to supply approximately 360 million cylindrical battery shells from 2027 to 2031 [1] - Fuguang Co.'s major shareholder plans to reduce its stake by up to 3%, amounting to a maximum of 481.68 million shares [2] - Beixin Road and Bridge's consortium won a contract for a project worth 1.145 billion yuan, with two segments valued at 223.1 million yuan and 921.5 million yuan respectively [3] Group 2 - Jianyou Co.'s subsidiary received FDA approval for sodium selenite injection, aimed at providing selenium for parenteral nutrition in adults and pediatric patients [4] - China Galaxy received approval to publicly issue subordinated bonds totaling up to 20 billion yuan [6] - Changjiang Electric Power announced a cash dividend of 0.21 yuan per share, totaling 5.138 billion yuan [7] Group 3 - Zhongjin Company received approval to publicly issue corporate bonds totaling up to 20 billion yuan [8] - Daon Co. received a decision from the State Administration for Market Regulation not to conduct further antitrust review on its acquisition of Ningbo Aisikai Synthetic Rubber Co. [10] - Palm Co. won a project worth approximately 228 million yuan, which is expected to account for 7.44% of its audited revenue for 2024 [11] Group 4 - Kang En Bei's subsidiary received approval for clinical trials of TFA003 tablets for diabetic nephropathy [13] - Xinmai Medical's subsidiary obtained a medical device registration certificate for polyvinyl alcohol embolization microspheres [14] - Guangsheng Tang's innovative hepatitis B drug completed the enrollment of 578 participants in its Phase III clinical trial [15] Group 5 - Pianzaihuang's controlling shareholder received a loan commitment for up to 450 million yuan to support share buybacks [16] - Liya De plans to invest up to 100 million yuan in an industry fund focused on commercial aerospace [17] - Zhongwen Online plans to collaborate with Tencent on animation micro-short drama licensing, with an expected cooperation amount of 23.2 million yuan [19] Group 6 - Yungsheng Technology is planning to acquire control of Fengrui Fluorine Industry, with its stock continuing to be suspended [22] - Yinbang Co. received a sales order from HOLTEC ASIA for approximately 280 million yuan, expected to positively impact its operations in 2026 and 2027 [23] - Pailin Bio's subsidiary received a drug registration acceptance notice for human coagulation factor IX [24] Group 7 - Dao Dao Quan plans to apply for soybean oil delivery warehouse qualifications from the Dalian Commodity Exchange [25] - Qizheng Tibetan Medicine's subsidiary received a registration certificate for a traditional Chinese medicine product in Macau [26] - Vili Medical received EU MDR certification for multiple products [27][28] Group 8 - CITIC Bank plans to increase its investment in its wholly-owned subsidiary by 2 billion yuan [29] - Hayao Co. received approval for the consistency evaluation of its injectable drugs [30] - Zhifei Biological's freeze-dried varicella vaccine clinical trial received approval [31] Group 9 - Huibo Pu signed a contract worth 225 million USD for the Naft Khana oilfield recovery project [32] - Zhonggu Logistics plans to invest in the construction of two 6000 TEU container ships, with a total contract amount not exceeding 1.16 billion yuan [33] - Chongqing Beer reported a 10.43% increase in net profit for 2025, with revenue of 14.722 billion yuan [34] Group 10 - Huanxu Electronics reported a 12.16% increase in net profit for 2025, with revenue of 59.195 billion yuan [35] - Chengzhi Co.'s subsidiary successfully completed trial production of a high molecular weight polyethylene project [36] - Guangyang Co. signed a strategic cooperation agreement with Shenzhen Xuanchuang and Huangshan Guangyang [37]