2026.02. 04 本文字数：1393，阅读时长大约2分钟 作者 | 第一财经 祝嫣然 今年的中央一号文件发布，锚定农业农村现代化扎实推进乡村全面振兴。 中央财办分管日常工作的副主任、中央农办主任韩文秀4日在国新办发布会上表示，中央一号文件既突出年度性，部署2026年必须完成的任务，又明 确"十五五"乃至更长一个时期的战略性、方向性要求。围绕解决农民群众急难愁盼，集成推出了务实管用、有含金量的政策举措，着力办好一批民生实 事。 《中共中央、国务院关于锚定农业农村现代化、扎实推进乡村全面振兴的意见》（下称《意见》）3日对外发布，可以概括为"四项重点任务、两大支撑 保障"。"四项重点任务"就是提升农业综合生产能力和质量效益、实施常态化精准帮扶、积极促进农民稳定增收、因地制宜推进宜居宜业和美乡村建 设。"两大支撑保障"就是强化体制机制创新、加强党对"三农"工作的全面领导。 《意见》明确，稳定农民务农种粮收益。祝卫东表示，重点是统筹用好价格、补贴、保险等政策，健全种粮农民收益保障机制，防止谷贱伤农。价格方 面，用好最低收购价、目标价格等政策工具，统筹做好市场化收购和政策性收储，促进粮食等重要农产品价格保持在合理水 ...

2026.02. 04 本文字数：3072，阅读时长大约5分钟 作者 | 第一财经 缪琦 在今年的上海两会上，上海市市长龚正作政府工作报告时表示，2025年，上海市生产总值达到5.67万亿元、增长5.4%，好于预期。综合各方面因素，建 议2026年全市生产总值预期目标增长5%左右。 对于成绩单和目标，上海市人大代表们怎么看？又有何建议？ 不确定性与技术变革下，机遇与挑战并存 "上海过去一年的增长，离不开抓早、抓稳、抓实的谋划和部署。" 上海市人大代表、上海段和段律师事务所党支部书记吴坚对第一财经表示，首先，新 质生产力成为核心引擎，集成电路、生物医药、人工智能三大产业规模历史性突破2万亿元，成为经济增长的"压舱石"；其次，科技赋能显示了强大成 效，受益于人工智能和算力需求爆发，信息服务业增加值增长15.3%，软件和信息技术服务业营收大幅增长，成为服务业增长的最大亮点 ；第三，上海 经济的韧性更强了，在外向型经济面临国际经贸秩序不稳定的情况下，上海通过产业升级和内需挖潜，展现出经济韧性。 上海市人大代表、上海艾能电力工程有限公司副董事长朱柯丁告诉第一财经，今年的政府工作报告基调务实、判断理性，并抓住了关键变量。 ...

*ST立方此前于1月30日起停牌核查，今日（4日）复牌。 *ST立方昨日晚间发布的公告称， 停牌期 间，公司就股价波动的相关事项进行了核查。鉴于相关自查工作已完成，根据相关规定，经公司申请， 公司股票将于2026年2月4日（星期三）开市起复牌。公司股票交易风险大：目前，公司股票价格已严 重脱离公司基本面情况，存在市场情绪过热、非理性炒作风险。公司股票自2026年1月20日至2026年 1月29日以来8个交易日中5个交易日涨停，价格涨幅为188.06%，期间多次触及股票交易异常波动情 形，公司股票短期内价格涨幅较大，明显偏离市场走势，未来可能存在股价快速下跌的风险。如未来公 司股票价格进一步异常上涨，公司可能再次向深圳证券交易所申请停牌核查。 编辑 ｜ 钉钉 2月4日午后，*ST立方20%涨停， 走出"地天板"，现报2.32元/股，该股 盘初一度跌停。 | C | *ST立方(300344) | | | | | | --- | --- | --- | --- | --- | --- | | | 交易中 02-04 14:25:18 | | | | | | 2.32 | 额 3.26亿 股本 6.42亿 市盈 * ...

2026.02. 04 本文字数：763，阅读时长大约1分钟 来源 | 第一财经、21世纪经济报道 4日午间， 腾讯元宝App显示，微信屏蔽元宝红包分享链接后，元宝紧急优化调整分享机制并重新上线，目前已变更为"口令红包"。 认证为微信公关总监的账号"微信粥姨"发博文称，用户体验第一，一视同仁，并配图"我发起疯来自己都打"。 据此前报道，2月4日上午，第一财经记者发现，在微信群中点入好友发出的元宝红包，显示"网页包含诱导分享、关注等诱导行为"，提醒用户可以通过 浏览器访问。 微信安全中心公众号发文称，微信对以春节为主题集中爆发的过度营销、诱导分享等违规行为进行打击。"收到用户针对元宝的反馈和投诉，其相关春 节营销活动存在通过'做任务''领红包'等方式诱导用户高频分享链接到微信群等场景，干扰平台生态秩序、影响用户体验、对用户造成骚扰。"微信安全 中心表示。 随后，元宝在微博上回应称，正在紧急优化调整分享机制，将尽快上线，确保用户抢红包体验。 元宝是腾讯旗下面向大众用户的C端AI应用。目前正在开展春节活动，用户可以在元宝App上分10亿现金红包，红包能转发给微信、QQ好友和社群。 不过，元宝的红包玩法在社交媒体上引 ...

Core Viewpoint - Shanghai aims to achieve a GDP growth rate of around 5% for 2025, with a focus on enhancing its status as an international economic, financial, trade, shipping, and technological innovation center [3][5][12]. Group 1: Economic Goals and Projections - The main expected economic targets for Shanghai in 2025 include a GDP growth of approximately 5%, a 2% increase in local public budget revenue, and R&D expenditure reaching 4.6% of GDP [3][12]. - The "15th Five-Year Plan" outlines an average annual GDP growth target of around 5%, with potential growth levels estimated between 4.6% and 5.2% [3][12]. Group 2: Development of the "Five Centers" - The report emphasizes the continuous enhancement of the "Five Centers," which include international economic, financial, trade, shipping, and technological innovation centers [5][7]. - Specific initiatives include supporting industries such as smart connected vehicles, marine economy, low-altitude economy, aerospace, and satellite internet [5][11]. Group 3: New Quality Productivity - The focus is on integrating technological and industrial innovation to foster new quality productivity, including accelerating the application of major technological achievements and promoting intelligent, green, and integrated industrial development [9][10]. - Shanghai's R&D expenditure as a percentage of GDP reached approximately 4.5% in 2025, with significant growth in key industries like integrated circuits, biomedicine, and artificial intelligence [9][10]. Group 4: Modern Industrial System - The "2+3+6+6" modern industrial system aims to establish a world-class high-end industrial cluster, with a focus on traditional industry transformation and the development of three leading industries: integrated circuits, biomedicine, and artificial intelligence [10][13]. - By 2030, the plan targets that the total output value of strategic emerging industries will account for over 50% of the total industrial output value [12][13]. Group 5: Future Industry Layout - The report highlights the importance of forward-looking layouts in future industries, including quantum technology, brain-computer interfaces, and bio-manufacturing, to enhance Shanghai's competitive edge [14][12]. - The establishment of a reasonable investment mechanism for manufacturing and the promotion of collaboration between industry, academia, and research in emerging fields are emphasized [14][13].

2026.02. 04 | 本文字数：638，阅读时长大约1分钟 | | --- | 来源 | 每日经济新闻、21财经、南方都市报、爱企查 封图 | 来源 水贝会服务号 2月3日晚间， 水贝贵金属报价平台"水贝会"显示因违规已暂停服务，由于所选类目与小程序运营内容不符合。 据21财经，2月4日上午， "水贝会" 负责人回应称，因微信平台规则更新，水贝会小程序需配合进行资料更新与重新审核，如需查询金价，可前往水贝会公 众号点击菜单栏"水贝金价-实时金价"进行查询。 "水贝会"服务号的认证主体为深圳市水贝会信息科技有限公司。爱企查App显示，该公司曾用名为深圳市吉盟实业发展有限公司，成立于2003年7月，法定 代表人为陈亿武，注册资本100万元人民币，经营范围包括珠宝首饰批发、珠宝首饰零售、金银制品销售等，由深圳吉盟投资集团有限公司、唐素真共同持 股。 另据南方都市报， 在深圳水贝黄金交易商杰我睿出现兑付危机后，多家类似的黄金交易平台小程序同样被暂停使用。在社交媒体上，多位消费者反映"云点 当""融通金""宝妈买金"等黄金交易平台小程序已被暂停使用。其中"云点当"显示为"违规暂停"，涉嫌"存在欺诈行为"；"融通金 ...

2026.02. 04 近日，市场有传闻称，马斯克团队近期秘密走访了中国多家光伏企业，考察项目涉及设备、硅片、电池组件等环节，其中重点考察了有异质结、钙钛矿 技术路线的光伏企业。 据21世纪经济报道，针对该传闻，记者以投资者身份致电光伏组件龙头晶科能源核实，接线工作人员回应称 ， 公司近期确实与马斯克团队相关考察团 有过接触，考察团对公司的技术储备、生产设备等进行了了解 ，但合作意向及具体考察细节不便透露。 该工作人员同时透露： " 国内主流光伏企业也 均有考察 "。 另据界面新闻自业内知情人士处了解到，上周，马斯克团队对包括TCL中环、晶科能源、晶盛机电等中国光伏企业进行了调研，对此，相关公司并未向 界面新闻直接回应上述消息的真实性。 此外，更早前，马斯克团队还对部分光伏设备商进行了调研。 2月4日午后，光伏板块集体上涨，晶科能源、TCL中环股价直接触达涨停。 品科能源(688223) W 交易中 02-04 13:56:53 科 通 融 8.40 额 39.54亿 股本 100.05亿 市盈 -16.7 万得 盘口 +20.00% 换 5.22% 市值1840亿 市净 3.08 +1 40 十月4 五日 ...

Core Viewpoint - The A-share aviation sector experienced a significant surge, with major airlines like China Eastern Airlines and Huaxia Airlines hitting the daily limit, driven by strong expectations for the Spring Festival travel season [3][5]. Group 1: Spring Festival Travel Insights - The 2026 Spring Festival travel season began on February 2, with expectations of record-breaking passenger volumes, potentially reaching historical highs for civil aviation [5]. - On the first day of the Spring Festival, civil aviation passenger volume reached 2.19 million, a 5.3% increase compared to the same period in 2025 [5]. - The average domestic economy class ticket price on the first day was 807 yuan, reflecting a 9.3% year-on-year increase, although it was a slight decrease of 1.5% compared to the same day in 2019 [5][6]. Group 2: Market Performance and Airline Strategies - The aviation sector's strong performance is attributed to increased market risk appetite and a shift of capital back to consumer and blue-chip industries, with coal, aviation, heavy machinery, and real estate leading the gains [6]. - China Eastern Airlines has seen substantial stock price increases, with A-shares and H-shares rising by 50% and 105.79% respectively over the past year, making it the top performer among eight listed airlines in Shanghai and Hong Kong [7]. - The "Three Flying Strategy" of China Eastern Airlines, which focuses on expanding international routes, has contributed to its market success, with 24 new international routes launched in 2025 [7]. Group 3: Financial Performance of Airlines - Huaxia Airlines is projected to report a net profit of 500 to 700 million yuan, marking an increase of 86.59% to 161.22% year-on-year [7]. - Southern Airlines is expected to turn a profit with a projected net profit of 800 million to 1 billion yuan [7]. - China Eastern Airlines and Air China are expected to report significant reductions in losses, primarily due to adjustments in deferred tax assets rather than operational issues [7].

Core Viewpoint - The coal sector is experiencing a significant rally, driven by expectations of price stabilization and potential supply reductions from Indonesia, the world's largest coal exporter [2][3][4]. Group 1: Market Performance - The coal index rose by 6.82%, the central enterprise coal index by 6.23%, and the coal mining index by 5.93% as of the midday close on February 4 [2]. - Individual stocks such as Yanzhou Coal Mining (600188.SH), Meijin Energy (000723.SZ), and Shanxi Coking Coal (000983.SZ) reached their daily limit up [2]. Group 2: Indonesian Coal Production Cuts - Indonesia's Ministry of Energy and Mineral Resources announced a potential reduction in coal production quotas to approximately 600 million tons by 2026, a significant decrease from the projected 790 million tons for 2025, with some miners facing cuts of 40%-70% [3][4]. - The Indonesian Mining Association warned that these cuts could lead to mine closures, exacerbating challenges in the coal industry [4]. Group 3: Global Coal Market Impact - Indonesia's coal production is projected to reach 836 million tons in 2024, with exports accounting for 55.5 million tons, representing 33%-35% of global coal trade [4]. - The anticipated production cuts are expected to reduce global coal supply, potentially driving international coal prices higher [4]. Group 4: Domestic Market Outlook - Analysts are optimistic about coal prices stabilizing and rebounding post-Chinese New Year, supported by terminal restocking demand and supply contraction [5]. - Dazhong Securities predicts a tight supply-demand balance in the thermal coal market, with upward price potential in the medium to long term [5]. - GF Securities forecasts a significant improvement in coal industry profitability by 2026, with a projected 42% decline in industry profits for 2025, but stable production and sales in Q4 [5].

2026.02. 04 本文字数：1214，阅读时长大约2分钟 作者 | 第一财经 郭晋晖 据湖北发布，2月4日，针对媒体反映有的精神病医院"违规收治患者、涉嫌套取医保资金"等问题，湖北成立联合调查组，已赴襄阳市、宜昌市开展深入调 查。 联合调查组由省纪委监委、省卫健委、省公安厅、省医保局等部门组成。对媒体和群众反映的问题，一经查实，将依纪依法严肃处理，追究相关人员责 任。调查处理情况将及时向社会发布。感谢媒体和社会的监督。 2月3日，新京报记者卧底调查湖北襄阳、宜昌两地多家精神病院违规收治患者的报道，揭开了精神病院不为普通民众所知的涉嫌骗保内幕。当日，襄 阳、宜昌两地分别发布通报，称已经成立工作专班或联合调查组，组织全面开展调查工作。 第一财经记者发现，与之前的骗保事件由医保部门组织牵头进行调查不同，此次无论是市级层面还是省级层面均成立了联合调查组，湖北省联合调查组中 不仅有卫健委和医保局，省纪委监委、省公安厅等部门也第一时间加入。 曾多次参加医保飞检的人士对第一财经记者表示，省级调查和医保核查不同，省级调查有公安、卫健、民政、市场监管、财政、审计等部门参与。 "联合调查组的调查方向会从开办准入、医保准入、 ...