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哪些不属于预制菜?预制菜保质期是多久?预制菜国标征求意见
第一财经· 2026-02-06 08:29
国家卫生健康委今天发布《食品安全国家标准 预制菜》(征求意见稿)(以下简称"标准"),面向社 会公开征求意见。 预制菜食品安全标准以保障消费者饮食健康、规范预制菜产业高质量发展为主要目的,重点从食品安全 和营养健康方面对预制菜产品做出规定: 一方面,强化源头和过程管理,对预制菜的原料、生产加工、产品包装、贮存运输、经营销售等全链 条、各环节可能存在的风险因素和风险环节均提出管控措施。 另一方面,针对预制菜终产品,将现行的《食品中污染物限量》等10余项通用标准、《动物性水产制 品》等10余项产品标准、《食品生产通用卫生规范》等10余项过程规范类标准,以及10余项食品接触 材料等食品相关产品标准和检验方法标准进行了系统整合,提出不同原料和加工方式的预制菜的安全控 制指标,以方便预制菜生产企业对照实施。 标准征求意见的主要内容包括: 一是合理界定预制菜的定义与管理范畴。 根据食品安全风险分析理念,结合六部门《通知》有关预制 菜政策的解读说明,标准对预制菜的概念作出进一步细化明确,规定了预制菜不包括:主食类食品、净 菜类食品、即食食品和中央厨房制作的菜肴,上述食品均有其他相应的食品安全国家标准予以管理。 二是突出强化 ...
发展农村集体经济决不能弄虚作假
第一财经· 2026-02-06 08:19
2026.02. 06 农村集体经济收入造假主要表现为"过账"和"注水"两种形式,其核心是通过虚增账面收入来应付考核。比如,将上级财政拨付的基础设施建设资金、项目 扶持款等专项资金,违规计入村集体经济的"经营收入";再比如,虚构经济合同或交易,制造虚假收入流水。 这些表面光鲜的数字,或许符合了"汇报"要求,但对农村集体经济发展没有任何好处,还助长了形式主义歪风。长此以往,更会消磨集体经济组织成员 的信心与热情,让他们感到发展集体经济不过是一场脱离实际的数字游戏。 防止上述情况发生,需要进一步树立正确的政绩观。 本文字数:1325,阅读时长大约2分钟 作者 | 第一财经 李攻 发展农村集体经济是赋能乡村全面振兴的重要举措,是促进农民实现共同富裕的重要途径,但发展过程中,一些地方不顾实际下指标、弄虚作假、搞形 象工程的现象也不容忽视。 日前,国新办举行新闻发布会,就今年中央"一号文件"发布介绍锚定农业农村现代化、扎实推进乡村全面振兴有关情况。中央农办副主任祝卫东表示, 农村集体经济是要支持发展,但也要实事求是,不能不顾实际下指标、弄虚作假;要严控集体经营风险和债务,让集体经济发展实打实、可持续。 一段时间以来,形 ...
欣旺达与吉利系达成和解,预计2025年净利润减少逾5亿
第一财经· 2026-02-06 08:13
记者|肖逸思 编辑 |瑜见 欣旺达预计,本次事件对上市公司2025年归母净利润的影响为5亿~8亿元。 2月6日,欣旺达发布公告称,欣旺达的子公司欣旺达动力科技股份有限公司与吉利系公司威睿电动汽 车技术(宁波)有限公司在一审阶段达成和解,后者将在《和解协议》生效后撤回起诉。 双方同意对于更换动力电池包相关的费用按照实际成本进行认定,根据实际发生金额经双方核对后确 认,双方商定按比例分担该实际发生金额,同时,事件处理后的相关电池包全部归欣旺达所有。 ...
美伊代表团在阿曼首都开始核谈判
第一财经· 2026-02-06 07:59
这是2025年6月美国空袭伊朗核设施之后美伊两国开展的首轮核谈判。 来源|央视新闻 编辑 | 钉钉 美国与伊朗两国代表团当地时间6日在阿曼首都马斯喀特开始核谈判。 ...
被围困的“惨王”王小川与百川智能:医疗AI会是幻梦一场吗?
第一财经· 2026-02-06 07:52
Core Viewpoint - The article discusses the challenges and opportunities faced by Baichuan, a company led by Wang Xiaochuan, as it transitions into the medical AI sector, emphasizing the complexities of integrating AI into healthcare and the need for effective communication between tech and medical professionals [3][4][5]. Group 1: Company Overview and Leadership - Wang Xiaochuan has returned to the public eye after a year, making significant donations and launching new AI products, including Baichuan-M3 and Baichuan-M3 Plus, which claim to outperform existing models with lower hallucination rates [3][4]. - Baichuan's focus on healthcare is seen as a personal passion for Wang, who believes that the lack of investment from major tech companies in healthcare presents an opportunity for his company [7][8]. Group 2: Industry Challenges - The article highlights a fundamental disconnect between the IT and healthcare sectors, where the former operates on market-driven principles while the latter is characterized by a more authoritarian service model [6][8]. - Experts express skepticism about Baichuan's ability to succeed in healthcare, citing the need for deep understanding of the medical field and the challenges of communication between tech and healthcare professionals [9][10]. Group 3: Product Development and Market Strategy - Baichuan is developing AI products aimed at both consumers and businesses, with plans to collaborate with major telecom and logistics companies for market promotion [15][16]. - The company is focusing on creating AI solutions that can assist in medical decision-making without compromising the trust between doctors and patients [27][28]. Group 4: Future Outlook and Industry Dynamics - The article suggests that while the medical AI field is fraught with challenges, there is potential for growth as the industry evolves and adapts to new technologies [42][43]. - Experts believe that AI could significantly enhance the capabilities of healthcare professionals, but the integration of AI into clinical practice will require careful consideration of ethical and legal implications [46][47].
超2500股下跌
第一财经· 2026-02-06 07:34
Market Overview - On February 6, A-shares opened lower but rebounded before closing, with the Shanghai Composite Index down 0.25%, Shenzhen Component Index down 0.33%, ChiNext Index down 0.73%, and the Sci-Tech Innovation Index down 0.35% [2][3] - The trading volume in the Shanghai and Shenzhen markets was 2.15 trillion yuan, a decrease of 30.5 billion yuan compared to the previous trading day, with over 2,700 stocks rising and more than 2,500 stocks falling [6] Sector Performance - The consumer sector weakened, with liquor and retail leading the decline; AI applications and commercial aerospace concept stocks also saw significant pullbacks [3] - In contrast, sectors such as lithium batteries, energy metals, humanoid robots, and fintech showed strength, while chemicals and oil & gas sectors rose against the trend [3] Notable Stocks - Oil and gas stocks surged, with Intercontinental Oil and Gas hitting the daily limit, and Zhun Oil Co. also reaching the limit up [4] - Solid-state battery concept stocks experienced a surge, with companies like Enjie Co., Sanxiang New Materials, and Keri Technology hitting the daily limit [5] Capital Flow - Main funds saw a net inflow into battery, electronic components, and basic chemicals sectors, while there was a net outflow from communications, national defense, military industry, and media sectors [9] - Specific stocks with significant net inflows included Wuzhou Xinchun, Data Port, and Tianji Co., with inflows of 1.22 billion yuan, 1.08 billion yuan, and 1.065 billion yuan respectively [10] - Conversely, stocks like New Yisheng, Zhongji Xuchuang, and Aerospace Development faced net outflows of 2.883 billion yuan, 1.550 billion yuan, and 1.304 billion yuan respectively [11] Institutional Insights - Dexun Securities noted that the market showed signs of stabilization after a morning rebound [12] - Guojin Securities suggested that investors adopt a "dumbbell strategy" for asset allocation [13] - Galaxy Securities anticipated that sector rotation would remain the main theme before the Spring Festival, highlighting structural opportunities within the rotation [14]
教培、物业等先收钱后服务的行业纳税时间将大幅提前
第一财经· 2026-02-06 06:57
2026.02. 06 本文字数:1267,阅读时长大约2分钟 作者 | 第一财经 陈益刊 日常生活中,物业管理、教育培训、美容美发、健身等不少行业,通过优惠折扣等,让消费者先预付一笔钱,然后分期或分次来提供相应服务情形。而 今年起,在这些先收钱后服务的行业,企业缴纳增值税的时间将大幅提前。 近期,财政部、税务总局公布《关于增值税进项税额抵扣等有关事项的公告》(下称《公告》),其中进一步明确了增值税纳税义务的发生时间。 《公告》称,纳税人销售服务,先收取价款再分期或者分次提供服务的,以首次提供服务的实际开始当日和合同约定的当日,按照孰先原则确定纳税义 务发生时间,纳税人应当就收到的全部价款申报缴纳增值税。《公告》自2026年1月1日起施行。 上海国家会计学院副教授葛玉御告诉第一财经,这是一个重大变化,将对物业管理、教育培训、美容美发等提前收费、充值的行业带来重大影响。以前 消费者缴费或充值后,只要没有开具增值税发票,大部分行业企业都采取将消费者预付款收入分摊到整个服务周期内逐步缴纳增值税。而根据《公 告》,今年起前述行为就不再允许了,需要企业按照合同约定时间或首次服务时间哪个早原则,来确认增值税纳税义务发生时 ...
市场监管总局公布五起人工智能领域不正当竞争典型案例
第一财经· 2026-02-06 06:57
本文字数:3239,阅读时长大约5分钟 来源 | 市说新语 党的二十届四中全会提出全面实施"人工智能+"行动,并要求"加强人工智能治理"。市场监管总局切实贯彻落实党中央决策部署,强化反不正当竞争的监 管。一方面积极查办仿冒混淆、侵犯商业秘密等各类案件,为人工智能产业健康发展保驾护航;另一方面对利用人工智能技术实施的不正当竞争行为依 法处置,引导科技向善。为有效引导经营主体依法合规经营,维护人工智能产业健康发展,现选取五起案例予以公布。 一、北京市朝阳区市场监管局查处北京奥蓝德信息科技有限公司利用网络实施混淆案 1 案情介绍 北京奥蓝德信息科技有限公司(下称当事人)利用其运营的网站推广名为"DeepSeek本地部署工具"的软件(下称涉案软件),并在网页多处使 用"DeepSeek"字样以及官方图标。同时,当事人使用竞价排名的方式利用DeepSeek知名度,取得不正当市场竞争优势,获取不当利益,但当事人、 涉案软件开发主体均与DeepSeek官方运营主体无关联,系利用用户信息壁垒,借助"DeepSeek"字样"搭便车",赚取流量热度。 2 法律依据及处罚 当事人的行为违反了《网络反不正当竞争暂行规定》第七条第一款 ...
半导体存储赛道迎“超级周期”,九方智投调研大为股份探寻国产存储突围之路
第一财经· 2026-02-06 06:45
Core Viewpoint - The article discusses the significant opportunities and challenges in the domestic semiconductor storage industry, particularly in the context of the AI wave and geopolitical tensions, highlighting the growth potential for companies like Shenzhen Dawi Innovation Technology Co., Ltd. [1][10] Group 1: Company Overview - Dawi Innovation entered the semiconductor storage industry in 2020 by acquiring Dawi Chuangxin, focusing on "semiconductor storage + smart terminals" and "new energy + automotive" sectors [1] - As of Q3 2025, Dawi achieved a revenue of 879 million yuan, reflecting a year-on-year growth of 9.90% [1] Group 2: Industry Trends - The storage chip industry is experiencing an unprecedented "super cycle" driven by the global AI wave, leading to a surge in demand for high-capacity and high-speed chips [2][3] - TrendForce data indicates that the DRAM industry revenue is projected to reach $41.4 billion in Q3 2025, with a quarter-on-quarter growth exceeding 30% [3] Group 3: Strategic Insights - Dawi's chairman, Lian Zongmin, emphasized the importance of embedded storage development, which has characteristics such as long certification cycles and high customer stickiness, serving as a stabilizing factor for the company's growth [3] - The company is shifting its strategic focus towards the automotive-grade and industrial-grade storage markets, which are expected to have higher growth potential and technological barriers [3] Group 4: Competitive Landscape - The article notes that international semiconductor companies are reallocating their production capacity towards high-end storage chips, creating a favorable window for domestic companies to break through [6] - Dawi has established a subsidiary, Dawi Agile, to quickly enter the consumer-grade high-end storage market by leveraging a former foreign enterprise's R&D team [6] Group 5: Market Dynamics - The Chinese storage industry is witnessing comprehensive breakthroughs across design, manufacturing, packaging, and application, with companies like Dawi gradually closing the gap with industry leaders [7] - The article highlights the importance of chip design companies as the core of innovation in the industry, while packaging and testing firms play a crucial role in mass production and advanced packaging technology [8] Group 6: Future Outlook - The global semiconductor market is expected to reach $700.9 billion by 2025, with China being the largest and fastest-growing consumer market [12] - Dawi and similar companies are not only capturing growth opportunities but also contributing to the depth and breadth of the Chinese semiconductor industry through their focus on niche markets [12]
周生生“足金不足”事件反转,给我们上了一堂什么课
第一财经· 2026-02-06 06:45
Core Viewpoint - The incident involving consumer complaints against Chow Sang Sang jewelry highlights the importance of reliable quality assessments and the potential repercussions of consumer rights actions on brand reputation [3][6]. Group 1: Incident Overview - Consumer Li reported quality issues with a Chow Sang Sang gold pendant, claiming it was scratched and showed white marks after one day of wear [3][4]. - Initial testing by a local gold recovery store indicated varying gold purity levels, leading Li to believe the product was defective [4]. - Chow Sang Sang maintained that the product met gold standards, supported by a report from a national jewelry testing organization confirming it as pure gold [4][5]. Group 2: Testing Methodology - The testing method used by the gold recovery store, X-ray fluorescence spectroscopy, is known for its speed but has limitations in accuracy, particularly for light elements [5][6]. - This method is primarily suitable for preliminary screening rather than definitive assessments, which contributed to the misunderstanding of the product's quality [5]. Group 3: Brand Impact and Consumer Education - The incident caused significant negative publicity for Chow Sang Sang, with public opinion initially skewed against the brand before the authoritative testing results were released [6]. - The situation serves as a lesson for consumers about the importance of ensuring that their rights are defended through proper and accurate means to avoid unintended consequences [6]. - For brands, the incident underscores the necessity of maintaining integrity and trustworthiness to withstand scrutiny and protect their reputation [6].