2026.02. 10 本文字数：1022，阅读时长大约2分钟 作者 | 第一财经 刘晓洁 2月10日，游戏科学旗下新作《黑神话：钟馗》放出了首个实机视频，游戏科学创始人冯骥将其定义为 一个"拜年短片"。不同于一般游戏的视频实机宣发，这次的视频"没操作没战斗没玩法没钟馗"，而是 一段古风味道的做菜视频。 视频发布后，#黑神话钟馗新年实机短片#很快冲上B站热搜第一，一小时播放量已破百万，并同时微博 热搜第四。 @黑神话官方在发布视频时提到，"本视频是为马年春节专门录制，与游戏实际剧情无关。"或许是担心 玩家过度解读剧情，冯骥在发帖中表示，"别这么严肃，天天都在舞刀弄枪，快过年了，先坐下认真喝 口高汤。" Yocar-冯骥 ゼェ》の 黑神话官方超话 超语 26-2-10 10:00 来自微博网页版 发布于 浙江 《黑神话:钟馗》的第一支实机视频,突然就发布了。 不知各位看完后,是会心微笑?一头雾水?还是马上 分析出一堆细节隐喻、剧情方向或者新的技术 feature? 喂,别这么严肃,差不多得了。 如果这个拜年短片让你感觉到惊喜中混合着一丝怪 异,温馨里带着几分猎奇,我就相当满足了。 知道知道,没操作没战斗没玩法没 ...

Core Viewpoint - The article emphasizes the urgent need to combat illegal "proxy rights protection" practices that exploit vulnerable financial consumers and investors, highlighting the importance of establishing effective regulatory measures and improving legitimate rights protection channels [2][3]. Group 1: Current Situation and Risks - The article outlines the characteristics of illegal "proxy rights protection," including false claims about new regulations and activities by financial institutions, as well as the use of provocative language by unlicensed agents [2]. - It stresses that the crackdown on illegal "proxy rights protection" is crucial to reduce the risk of further victimization for those already in financial distress and to maintain a lawful financial market environment [2]. Group 2: Root Causes and Solutions - The persistence of illegal "proxy rights protection" is attributed to the inadequacies in legitimate rights protection channels, which fail to effectively reach those in need, allowing rumors and fraudulent tactics to thrive [3]. - To effectively curb illegal practices, it is essential to reduce information asymmetry and enhance communication between policies and the market, ensuring that accurate information reaches debtors and investors [3]. Group 3: Structural Improvements - The article calls for the establishment of a personal bankruptcy system and credit repair mechanisms to provide individuals with affordable options for restructuring their financial situations, as current systems are insufficient [4]. - It advocates for the introduction of collective litigation, burden of proof on the defense, and dispute resolution mechanisms in the financial market to empower consumers and ensure equitable negotiations with service providers [4]. Group 4: Conclusion - The article concludes that addressing the shortcomings in the legal protection of financial consumers and improving communication channels will create a more secure financial environment, ultimately diminishing the conditions that allow illegal "proxy rights protection" to flourish [5].

2026.02. 10 本文字数：966，阅读时长大约2分钟 据 中国电气装备集团有限公司消息， 2月9日，中国物流集团装备物流有限公司揭牌仪式在北京举 行。该公司由 中国电气装备与中国物流合资成立。 来源：长安街知事 报道称，该公司将锚定能源装备物流和特种大件物流领域"双一流"目标，以保障产业链供应链安全 为首要职责，致力于构建覆盖输配电设备全生命周期的定制化服务体系，通过科技创新打造装备物流 新质生产力，为保障国家能源战略、服务现代化产业体系贡献专业力量。 微信编辑 | 雨林 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 据介绍，中国物流于2021年12月6日，经国务院批准在北京正式组建成立，是国务院国资委直接监 管的股权多元化国有全资中央企业。主要业务包括铁路物资综合服务、制造业物流、工程物流、逆向 物流、快消品物流、国际物流、冷链物流、期现货交割物流、危险品物流和战 ...

Core Viewpoint - The article discusses the significant changes in China's fiscal spending structure, highlighting a decline in infrastructure investment and a shift towards human capital investment amid increasing fiscal revenue-expenditure contradictions [3]. Fiscal Spending Trends - In 2025, key infrastructure-related expenditures such as agricultural, forestry, water, and transportation saw declines of 13.2%, 5%, and 0.7% respectively, leading to an overall decrease of approximately 7.8% compared to 2024 [4]. - The total fixed asset investment in China for 2025 was about 48.5 trillion yuan, a decrease of 3.8% year-on-year, with infrastructure investment (excluding certain utilities) down by 2.2% [4][5]. Debt and Investment Dynamics - The new special bond limit for 2025 is set at 4.4 trillion yuan, with only 2.5 trillion yuan allocated for infrastructure projects, a reduction of over 400 billion yuan from 2024 [4]. - The focus of government debt funding is shifting towards resolving existing hidden debts, resulting in reduced incremental funding for infrastructure [4]. Future Outlook for Infrastructure Investment - The 2026 economic work plan aims to stabilize investment, with expectations for infrastructure investment growth to rebound to 8% due to low base effects and the implementation of new policy financial tools [9][10]. - Analysts predict a potential recovery in infrastructure investment growth rates to a range of 3% to 4.5% as the sector undergoes a "bottoming out and structural reshaping" process [11].

2026.02. 10 本文字数：1455，阅读时长大约3分钟 这也意味着，随着产业转型以及跨境电商、市场采购等新业态的发展，浙江港口的格局正在由宁波舟 山港"一枝独秀"转向"多港协同、全域联动"。 近年来，浙江的直通外贸航线密集推出。1月中旬，宁波舟山港开通了2026年首条新航线，直通澳 大利亚。中国宁波外轮代理有限公司外勤部副经理张光皓透露，新航线预计将投入7艘、运力为 4000标准箱的国际航行船舶，实行周班制运营，以满足宁波及周边市场对于出口大洋洲市场的需 求。 在此前，传统航线面临沿途挂靠港多、航程长等情况，让出口企业在出口旺季常面临"船到港、商机 过"的问题。而直达航线，可以显著提高运输效率，提高物流履约的确定性。 几乎同时，温州-雅加达国际货运包机航线成功首航。这标志着温州与印尼首都雅加达之间实现航空 货运直连。新航线打通了中国东南沿海与东南亚地区的跨境物流通道，为浙南闽北外贸企业抢占东南 亚市场搭建起"空中快车道"。 作者 | 第一财经 缪琦 近日，一艘装载着近800个标箱的集装箱班轮从温州港出发驶向中东沙特，标志着浙江南部首条直通 红海的外贸航线正式开通，也打通了浙南乃至闽赣地区对接红海沿岸市 ...

Core Viewpoint - In 2025, banks listed in Jiangsu, Zhejiang, and Shanghai demonstrated strong performance, with significant growth in net profit and operating income, supported by regional economic resilience and proactive credit deployment [3][4]. Financial Performance - Several city commercial banks reported growth in net profit and operating income, with Hangzhou Bank achieving a 12.05% increase in net profit to 19.03 billion yuan, while Nanjing Bank and Ningbo Bank reported net profits of 29.33 billion yuan and 21.81 billion yuan, respectively [5][6]. - Operating income for Nanjing Bank grew by 10.48% to 55.54 billion yuan, leading among city commercial banks, while Ningbo Bank's revenue increased by 8.01% to 71.97 billion yuan [6]. - Loan balances showed double-digit growth, with Ningbo Bank's loan growth at 17.43%, and Hangzhou Bank's loans exceeding 1 trillion yuan, growing by 14.33% [6][7]. Asset Quality - The overall asset quality of Jiangsu, Zhejiang, and Shanghai banks remained stable, with non-performing loan (NPL) ratios generally flat or declining. For instance, Pudong Development Bank's NPL ratio decreased to 1.26% [8][10]. - Coverage ratios for provisions were robust, with Hangzhou Bank's coverage ratio at 502.24%, and other banks also maintaining coverage ratios above 300% [10]. Non-Interest Income - Non-interest income became a crucial growth driver for Jiangsu, Zhejiang, and Shanghai banks amid pressure on net interest margins. Hangzhou Bank's retail customer assets under management (AUM) grew by 15.73%, contributing to a 13.1% increase in fee and commission income [11][12]. - Ningbo Bank's net fee and commission income rose by 30.72%, driven by favorable capital market conditions and wealth management services [12][13]. Credit Deployment and Strategy - The credit structure of city commercial banks in Jiangsu, Zhejiang, and Shanghai is characterized by a dual-driven approach, focusing on national strategic directions and local government financing [9][10]. - Banks reported a strong start to 2026, with credit deployment exceeding expectations, indicating a proactive approach to lending [10].

2026.02. 10 本文字数：825，阅读时长大约2分钟 据21财经，2月8日晚，花花（歌手华晨宇）在演唱会现场发布一则消息： "我们在一个四季如春的地方拿下了三块地，我们以前'乐园'是到一个城市、找一个地方、租一块 地，'2.0'版本我们要在这里打造专属于我们火星的家园，有吃有喝有玩，甚至还有我们温暖的房 子。" 华晨宇说。 2026/02/09 03:30 这三天的party非常开心，期待跟大家在春暖花开的 火星乐园 2.0 见面! #2026华晨宇火星演唱会# @ Z 79605 消息一出，#华晨宇拿下三块地# 相关话题迅速冲上热搜。 尽管他当时并未直接说出具体地名，但放眼全国，能匹配"四季如春"的城市并不多。 一个线索是， 去年12月，一家名为"云南温暖的房子文化旅游有限公司"的企业已完成注册，地址位于云南省玉溪 市澄江市右所镇马房村。 2月9日，记者从 澄江市投资促进局获悉，当地已启动土地平整工作。"我们非常期待这个项目落 地。"相关人士表示。据悉，在项目前期招引过程中，澄江市主要领导曾亲自参与推动。澄江市文旅 局则回应称，关于该项目的具体信息，一切以华晨宇公司官方宣布为准。 此外，澄江市右所镇 ...

Core Viewpoint - The article discusses the performance of the A-share market, highlighting the fluctuations in major indices and the notable movements in specific sectors such as media and pharmaceuticals. Market Performance - The Shanghai Composite Index decreased by 0.02% to 4122.34, while the Shenzhen Component Index also fell by 0.02% to 14206.26. The ChiNext Index dropped by 0.14% to 3328.02, and the Sci-Tech Innovation Board Index rose by 0.19% to 1800.35 [4][12]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.4 trillion yuan, with over 2800 stocks declining [6]. Sector Highlights - The media sector experienced significant gains, with multiple stocks such as Light Media and China Film hitting the daily limit, and Huace Film and Happiness Blue Sea rising over 15% [5][6]. - The innovative drug concept saw a surge, with stocks like Guangsheng Tang increasing by over 13% [6]. - The semiconductor sector also performed well, with stocks like Chipone Technology rising over 8% [10]. New Listings - Three new stocks were listed, with N Electric Technology opening at a remarkable increase of 750.05% on its first day [11]. Other Market Movements - The precious metals, shipping, and liquor sectors showed weakness, contrasting with the strong performance of the media and innovative drug sectors [5][6].

2026.02. 10 本文字数：2900，阅读时长大约4分钟 作者 | 第一 财经 马晓华 随着中国成为全球超重和肥胖人口最多的国家，含糖饮料消费的快速增长被公认为是关键推手之一。 目前，全球已有超108个国家和地区实施了不同形式的含糖饮料税。世界卫生组织更在2025年7月发 起"3by35"全球倡议，呼吁各国对含糖饮料征收至少达到零售价20%的税率，目标是到2035年将含 糖饮料整体价格提高50%。 马冠生教授团队的研究表明，如果在2025~2092年在全国范围内实施针对含糖饮料的20%税收，估 计可减少约5980万个DALY（伤残调整生命年）的健康损失、减少约240亿元的健康相关直接成本， 增加约180亿元的财政收入，避免约2150亿元的生产力损失，综合经济收益约4.51万亿元，人均收 益约9万元。 超越税收的立体干预 目前中国尚未实施含糖饮料税，且缺乏针对该税项在中国实际效果的本土化实证研究。世卫组织报告 也提到：含糖饮料消费税的潜力尚未得到充分利用。那么，含糖饮料税作为一定程度上减少消费的有 效工具，尤其对价格敏感的青少年群体效果更明显，但用于公共卫生项目，它到底能发挥多大作用？ 2025年7月发表 ...

Core Viewpoint - The article highlights the growing health consciousness among consumers, leading to a shift towards low-calorie products, yet the consumption of sugary beverages remains a significant health threat, particularly among adolescents [3][4]. Group 1: Consumption Trends - The consumption of sugary beverages in China is stabilizing overall, with a notable shift in structure; traditional high-sugar drinks are declining while sugar-free teas and functional drinks are experiencing significant growth, with sugar-free tea showing a compound annual growth rate of over 90% in the past three years [4][5]. - The average daily intake of added sugars among urban residents aged 3 and above is reported at 9.1 grams, which is below many countries, but the per capita daily sugar consumption has increased from 16 grams to 35 grams over the past 20 years [5][11]. Group 2: Health Risks of Sugary Beverages - Research indicates that liquid sugars pose a higher health risk, with a study showing that for every additional 355 milliliters of sugary drink consumed daily, the risk of developing type 2 diabetes increases by 25% [11][12]. - The article emphasizes that liquid sugars are absorbed quickly and do not trigger the same satiety signals as solid foods, leading to increased overall energy intake and a higher risk of metabolic issues [11][12]. Group 3: Misconceptions and Awareness - Despite increased awareness of health foods, there are still misconceptions about certain sugary drinks perceived as healthy, such as sports drinks and 100% fruit juices, which can contain high levels of natural sugars [7][8]. - The article stresses the need for better public education to differentiate between healthy and unhealthy sugar sources, as many consumers equate fruit and dairy content with health benefits, overlooking added sugars [8][9]. Group 4: Recommendations for Sugar Reduction - The report suggests focusing on reducing the consumption of specific sugary products, including carbonated drinks, fruit and vegetable juices, tea beverages, and dairy drinks, as part of a broader strategy to lower sugar intake [9][10].