21世纪经济报道
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超4000亿元注入房企
21世纪经济报道· 2026-02-06 07:56
记者丨 吴抒颖 编辑丨包芳鸣 事实上,从2025年下半年起,房企融资规模已呈现触底回稳迹象。叠加2026年初多项融资新 政密集落地,行业融资环境持续优化,合理融资需求得到有效满足。 克而瑞统计数据显示,2025年全年,65家典型房企的累计融资总量为4143.14亿元;2025年12 月,房企境内债权融资119.38亿元,境外债权融资40.4亿元;资产证券化融资81亿元,环比增 长35.5%。 从房企境内外债融资的渠道可以看到,当前除了常态化的公司债发行以外,可转债、定增以及 海外信用债等已经基本重启。随着房地产市场风险缓释进入尾声,在融资的助力下,房地产市 场也有望回稳。 融资渠道通畅 华发股份此单定增,是今年房企的首单定增案。 此次定增,华发股份将全部用于项目建设。根据公告,扣除发行费用后的净额将全部用于珠海 华发城建国际海岸花园二期、绍兴金融活力城、成都阅天府、杭州武御林宸院、成都锦宸院三 期观著园、成都锦宸院一期流霞里、成都锦宸院二期天华里、成都锦宸院一期月华里和珠海华 发峰景湾花园二期。 "春江水暖鸭先知",房地产市场回暖融资先行。 随着房地产金融支持政策持续发力、长效保障机制逐步完善,房企融资渠道更 ...
加密货币市值蒸发2万亿美元,比特币大跳水一度跌破60000美元
21世纪经济报道· 2026-02-06 07:56
Core Viewpoint - The article discusses the significant volatility in Bitcoin prices, highlighting a sharp decline and the factors contributing to this market behavior [1][5][11]. Price Movement - On February 6, Bitcoin experienced a drastic drop, reaching a low of $60,000 before rebounding to around $66,000, marking a decline of over 6% from the previous trading day [1]. - Over the past 12 months, Bitcoin started at approximately $96,000, peaked at $125,000 in early October, and has since fallen to around $64,000, nearly halving its market value since the peak [4]. Market Dynamics - The total market capitalization of cryptocurrencies has plummeted from $4.4 trillion in early October 2025 to over $2 trillion, indicating a significant loss in value [2]. - The recent downturn has led to massive liquidations, with Bitcoin accounting for a substantial portion of the total $2.584 billion liquidated in the last 24 hours [6][7]. Investor Behavior - The article notes that Bitcoin's price movements are closely correlated with the Nasdaq index, suggesting that its investors often have a technology background [5]. - Concerns over potential shifts in monetary policy, particularly regarding the nomination of Kevin Walsh as Fed Chair, have heightened investor anxiety, contributing to the market's volatility [11]. Broader Market Impact - Other major cryptocurrencies, including Ethereum and Dogecoin, have also faced declines exceeding 6%, reflecting a broader market trend [9].
爱尔眼科回应精神病院套保,股价急跌3%
21世纪经济报道· 2026-02-06 07:56
以下文章来源于21新健康 ,作者韩利明,朱艺艺 事件进一步牵出资本市场关联。2月5日晚间有媒体指出,涉案的襄阳恒泰康医院实际控制人为爱尔眼科(300015.SZ)实控人陈邦。 对于双方的关系,2月6日,21世纪经济报道记者联系爱尔眼科相关人士获得一份回应称, "襄阳恒泰康医院有限公司并非爱尔眼科体系 内企业。该公司为爱尔医疗投资集团有限公司与其他社会资本方合资设立的四级子公司,与爱尔眼科无任何股权关联和业务关系。作为 投资人之一,陈邦并不直接参与恒泰康的经营管理。" 但二级市场已率先作出反应。截至2月6日14:20,爱尔眼科收报11.12元/股,下跌3.39%,总市值1037亿元。 | | 11.12 -0.39 -3.39% | | | | | 麦尔根科 立即 | | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 300015 父易 | | | SZSE CNY 14:19:24 交易中 查看L2全景 | | | | | 通融公 ○ + | | 委比 | 58.65% 委差 | 28228 | | Wind ESG评级 AA | | 详情 | ...
元宝分享口令被微信封禁,阿里千问登顶
21世纪经济报道· 2026-02-06 07:41
| | 3 | 豆包 - 字节跳动旗下 Al 助手 | FE HT | | --- | --- | --- | --- | | | | Al 全智能聊天对话问答助手,搜 ... | | | | 4 | 抖音精选-看视频 精选作者贺新春 | MEELS | | | | | App 内购买 | | | 5 | 蚂蚁阿福-蚂蚁旗下 Al健康 助手 健康是福,健康的事就找阿福 | EE HT | | | 6 | 汽水音乐 - 随时听好歌 随时随地,懂你想听 | FE Har | | | 7 | 红果短剧 - 海量热门短剧 随心看 海量高清短剧视频内容,追剧必 ... | | | | 8 | 抖音商城 抖音电商官方平台 | SES EN | | | | | App 内购买 | | Today | | 游戏 App | | 据九派新闻,因为千问免单活动订单比较多,从上午就开始爆单。目前囤了100多单,现在线 下下单还需要等1个多小时。 记者丨张 嘉钰 孔海丽 编辑丨江佩霞 据财联社,多名用户反馈,继屏蔽千问分享口令后, 腾讯自家AI产品元宝的春节活动分享口 令,在微信平台中同样已不可复制。 今日千问开启免单奶茶活动后,已 ...
沪指险守4000点,白酒重挫,机构称A股年内或再创新高,港股蔚来飙涨8%
21世纪经济报道· 2026-02-06 07:41
Market Overview - The A-share market experienced a slight decline, with the Shanghai Composite Index down 0.25% to 4065 points, briefly dipping to 4029 points during the day [1] - The Shenzhen Component Index fell by 0.33%, and the ChiNext Index decreased by 0.73% [1][2] - Total market turnover was 2.16 trillion yuan, a decrease of 308 billion yuan from the previous trading day, with over 2700 stocks rising [1] Sector Performance - The mining and oil sectors saw gains, with stocks like Tongyuan Petroleum and Zhun Oil Co. hitting the daily limit [4] - The fluorochemical sector also performed well, with Tianji Co. reaching the daily limit [4] - Lithium mining and battery sectors were active, with Enjie Co. hitting the daily limit [4] - Conversely, the liquor sector faced declines, with Huangtai Liquor hitting the daily limit down, and Moutai falling by 2.57% [4][5][6] - The commercial retail and duty-free sectors dropped, with Baida Group hitting the daily limit down [4] Notable Stock Movements - Alibaba-related stocks surged, with Dataport hitting the daily limit and several other stocks rising significantly [4] - In the Hong Kong market, major tech stocks like Alibaba and Meituan saw declines, while the lithium battery and new energy vehicle sectors performed well, with NIO rising by 8% [6][8] Commodity Prices - International precious metal prices rebounded, with spot gold rising nearly 1% and recovering above 4900 USD/ounce, while spot silver increased by over 2% [8][9] - Analysts suggest that the current upward trend in gold prices is driven by liquidity expectations and ongoing geopolitical tensions [9] Economic Outlook - The macroeconomic outlook indicates potential for a rebound in both Chinese and global economies within the next 6-12 months, which may support metal prices after adjustments [9][10] - The market is expected to see further upward movement in the stock market, with liquidity being a significant driver of market changes [10]
爱尔眼科回应“控股骗保精神病院”
21世纪经济报道· 2026-02-06 05:16
3、爱尔眼科与湖南恒泰康康复医疗产业发展有限公司及其下属机构不存在股权控制、业务关联或 经营管理关系。 2月6日午间,爱尔眼科最新公告,公司关注到部分媒体关于精神专科医院涉嫌违规问题的报道 中,将襄阳恒泰康医院有限公司与爱尔眼科直接关联。为避免相关传闻对广大投资者及社会公众 造成误导,切实维护投资者合法权益,公司现就有关情况澄清说明如下: 1、襄阳恒泰康非爱尔眼科所属企业。该公司为爱尔医疗投资集团有限公司(以下简称"爱尔医疗 投资")与其他投资方合资设立的四级子公司。 2、襄阳恒泰康由其医院管理团队经营。爱尔医疗投资不参与襄阳恒泰康的日常经营管理。 资本市场方面,截至2月6日午盘,爱尔眼科跌3.48%,最新市值1036亿元。 | | SZSE CNY 11:30:00 休市 查看L2全景 | | | | | 通融公 ○ + | | --- | --- | --- | --- | --- | --- | --- | | 委比 | 9.04% 委差 | 3291 | Wind ESG评级 AA | | | 详情 | | 或中 | 11.15 | 4297 | 令生 | 1.88% 120日 | | -13.42% ...
港股美团下跌,50亿元拿下叮咚买菜
21世纪经济报道· 2026-02-06 04:10
Core Viewpoint - Meituan announced the acquisition of Dingdong Maicai's China business for approximately $717 million (around 5 billion RMB), marking a significant shift in the competitive landscape of the instant retail market [1][4][9] Group 1: Acquisition Details - The acquisition involves the purchase of 100% equity in Dingdong Maicai's China operations, with the deal expected to enhance Meituan's market share in the East China region through its Xiaoxiang business [1][6] - Dingdong Maicai's overseas business will not be included in this transaction, and the company will continue its operations as usual until the deal is finalized [4] - The actual cost to Meituan is approximately $567 million after accounting for a cash retention requirement of $150 million for the seller [4] Group 2: Market Context - The instant retail sector is entering a phase of intense competition, dominated by major players like Meituan, Alibaba, and JD.com, making survival increasingly difficult for mid-sized companies like Dingdong Maicai [1][8] - Dingdong Maicai's market capitalization has significantly decreased from over $5.5 billion at its IPO in 2021 to approximately $694 million, reflecting the challenges faced by non-leading players in the sector [8] - The competition has intensified since 2025, with major companies investing heavily in the instant retail space, leading to a "battle of giants" scenario [8] Group 3: Strategic Implications - The acquisition is seen as a strategic move for Meituan to strengthen its Xiaoxiang business, which has evolved from Meituan's earlier "Meituan Grocery" initiative [5][9] - Dingdong Maicai's founder highlighted the synergy between Dingdong's strengths in product offerings and service efficiency with Meituan's platform, suggesting that the merger will enhance overall value [9] - Legal experts have raised questions about potential monopoly concerns arising from this acquisition, indicating that market share and competitive dynamics will need to be closely monitored [9]
A股超3800股上涨,化工锂电爆发,港股科技股下挫,茶饮股走强
21世纪经济报道· 2026-02-06 04:10
Market Overview - On February 6, A-shares opened lower but rebounded, with the ChiNext index dropping nearly 2% at one point. Over 3,800 stocks in the market rose [1] - The total trading volume reached 1.39 trillion yuan, with a predicted volume of 2.14 trillion yuan, a decrease of 56.4 billion yuan [2] Sector Performance - The traditional Chinese medicine sector saw significant gains, with Hansoh Pharmaceutical hitting the daily limit, and Zhen Dong Pharmaceutical and Bioventure rising over 10%. This follows the Ministry of Industry and Information Technology's announcement of a five-year plan for high-quality development in the Chinese medicine industry [2] - The chemical sector also performed well, with stocks like Jangtian Chemical and Wanrun New Energy hitting the daily limit, and several others rising over 10% [3] Notable Stocks - Jiangtian Chemical: Current price 37.62 yuan, trading volume 24.08 million, up 14.52%, with a 60-day increase of 29.59% and a year-to-date increase of 61.39% [4] - Wanrun New Energy: Current price 87.80 yuan, trading volume 599,000, up 11.92%, with a year-to-date increase of 16.45% [4] - Shanshan Co.: Current price 14.37 yuan, trading volume 170 million, up 10.03%, with a year-to-date increase of 6.37% [4] Consumer Sector - The consumer sector faced declines, particularly in the liquor and tourism industries, with Huangtai Liquor hitting the daily limit down and Guizhou Moutai falling over 2.6% [5] Economic Outlook - Analysts predict that A-shares may reach new highs this year, with expectations of a "tight then loose" monetary policy from the Federal Reserve, a weaker dollar, and a balanced external and internal demand [6][7] Hong Kong Market - On the same day, Hong Kong's three major indices opened significantly lower, with the Hang Seng Index dropping over 1.2%. Major tech stocks like Alibaba and JD Health fell over 3% [8][9] Company Highlights - NIO saw a counter-trend increase of over 6%, with the company expecting an adjusted operating profit of approximately 700 million to 1.2 billion yuan for Q4, marking its first quarterly adjusted operating profit [10]
千问崩了,阿里巴巴火了
21世纪经济报道· 2026-02-06 03:51
Group 1 - Alibaba launched the "Spring Festival 3 billion free order" campaign on February 6, distributing free milk tea order cards, which can provide significant savings for families participating in the event [1] - Users reported that the "Qianwen Treat" page experienced significant lag and was often unresponsive, although the Q&A function remained operational [1] - On the same day, Alibaba's stock price fell over 3%, closing at 154.5 HKD, alongside declines in Tencent and Baidu stocks, which both dropped over 1% [4] Group 2 - WeChat has blocked the sharing links for Qianwen's red envelope feature, citing violations of its ecosystem rules aimed at preventing excessive marketing and misleading sharing during the Spring Festival [4][8] - Following the ban on Tencent's Yuanbao red envelope links, which were also deemed to incentivize users to share inappropriately, Yuanbao has since adjusted its sharing mechanism to a "password red envelope" format [8]
倪强被“双开”
21世纪经济报道· 2026-02-06 02:15
经中共中央批准,中央纪委国家监委对海南省委原常委、秘书长倪强严重违纪违法问题进行了 立案审查调查。 经查,倪强丧失理想信念,背弃初心使命,妄议党中央大政方针,贯彻落实党中央重大决策部 署打折扣、搞变通,对抗组织审查,长期搞迷信活动;违反中央八项规定精神,特权思想严 重,为本人及亲属谋求特殊待遇,顶风违纪、违规接受宴请;在干部选拔任用等工作中为他人 谋取利益;纵容配偶不实际工作而获取薪酬,违规收受礼品礼金;目无法纪,毫无敬畏,利用 职务便利为他人在项目承揽、企业经营等方面谋利,并非法收受巨额财物。 倪强严重违反党的政治纪律、组织纪律、廉洁纪律和生活纪律,构成严重职务违法并涉嫌受贿 犯罪,且在党的十八大后不收敛、不收手,性质严重,影响恶劣,应予严肃处理。依据《中国 共产党纪律处分条例》《中华人民共和国监察法》《中华人民共和国公职人员政务处分法》等 有关规定,经中央纪委常委会会议研究并报中共中央批准,决定给予倪强开除党籍处分;由国 家监委给予其开除公职处分;终止其海南省第八次党代会代表资格;收缴其违纪违法所得;将 其涉嫌犯罪问题移送检察机关依法审查起诉,所涉财物一并移送。 SFC 来源丨中央纪委国家监委网站 编辑丨 ...