△加沙地带（资料图） 当地时间2月1日，卡塔尔外交部表示， 卡塔尔、埃及、约旦、阿联酋、印尼、巴基斯坦、土 耳其和沙特 八国外交部长发表联合声明，强烈谴责以色列一再违反加沙停火协议，在近期导 致一千多名巴勒斯坦人伤亡。 声明指出，以色列行动可能加剧地区紧张局势，破坏旨在巩固和平、恢复稳定的努力。八国外 长认为，以色列持续违反停火协议的行为对正在推进的政治进程构成直接威胁，阻碍为加沙地 带过渡到更稳定阶段创造条件的持续努力，并强调各方必须全力以赴，确保加沙和平计划第二 阶段取得成功。 来源丨央视新闻 编辑丨刘雪莹 SFC 外长们还呼吁各方在此关键时期充分履行各自的责任，并保持最大限度的克制，维护和巩固停 火，避免采取任何可能破坏当前进程的行动，为尽早加沙地带重建创造有利条件。他们还强 调，应根据国际法、联合国安理会相关决议以及阿拉伯和平倡议，推进以巴勒斯坦自决权和建 国权为基础的公正和持久和平。 ...

Core Viewpoint - Geopolitical factors have driven up oil prices, leading to a strong rise in oil funds and related stocks [1] Group 1: Oil Funds and Market Reactions - Four oil funds have collectively warned about premium risks, indicating that investors may face significant losses if they buy at high premiums [1] - The E Fund's crude oil LOF fund (code: 161129) showed a significant premium, with a net asset value of 1.1514 yuan on January 28, 2026, while the market closing price was 1.340 yuan [4] - Other funds, including those managed by GF Fund, Huaan Fund, and Harvest Fund, also reported substantial premiums and announced temporary suspensions of trading to alert investors [4] Group 2: Stock Performance - Tongyuan Petroleum (300164.SZ) emerged as the top-performing stock, achieving a weekly increase of over 63% and doubling its price since the beginning of the year, with a cumulative rise of over 133% [3] - The stock experienced abnormal trading fluctuations, with a cumulative price deviation exceeding 30% over three consecutive trading days [6] - The oil and gas extraction industry is closely linked to international crude oil prices and capital expenditures, with geopolitical tensions in regions like Venezuela and Iran contributing to supply risk concerns [6] Group 3: Industry Trends - The oil and petrochemical sector saw a nearly 8% increase in a week, with oil service engineering rising nearly 15% [6] - Recent reports indicate a significant increase in market sentiment towards oil, driven by geopolitical and macroeconomic factors, although no substantial fundamental improvements have been observed [6]

Core Viewpoint - The song "Jiahe Wanggang" has become a cultural symbol for Guangzhou, resonating deeply with the emotions of young residents and reflecting their experiences of struggle, farewell, and hope [1][2][6]. Group 1: Song Impact and Emotional Resonance - The song "Jiahe Wanggang," performed by Hai Lai A Mu and composed by Wu Huan, has quickly gained popularity, becoming an emotional symbol for many young people in Guangzhou [1]. - The song's release coincided with the end of the year, tapping into feelings of nostalgia and anticipation for reunions, transforming a transportation hub into an emotional landmark [2]. - The song has sparked a significant increase in online searches, with a fivefold rise in keyword searches on Baidu, particularly among young adults aged 20-39 [5][6]. Group 2: Urban Significance of Jiahe Wanggang Station - Jiahe Wanggang Station is a crucial transportation hub in Guangzhou, serving as a key interchange for multiple metro lines and connecting major transport portals like the airport and train station [5]. - The station consistently ranks among the top in daily passenger volume, with an average of 326,100 passengers, peaking at 434,000 during the National Day holiday [5]. - The station's significance is further highlighted by its role as a starting point for many young people moving to Guangzhou, encapsulating their journeys and experiences [8]. Group 3: Cultural and Economic Opportunities - The success of "Jiahe Wanggang" presents an opportunity for Guangzhou to enhance its cultural identity and attract talent, as the city ranks fourth in talent attraction among major cities in China [8]. - The song has the potential to evolve into a cultural IP, leading to the development of related stories, creative products, and tourism routes, thereby creating sustainable brand assets for the city [11]. - Suggestions include creating immersive emotional experiences at the station and utilizing technology to deepen the connection between physical spaces and emotional memories [11][12].

本周（1月26日—1月30日），A股、港股房地产板块表现强势，A股房地产指数（882011）和 香港房地产指数（887202）周内上涨超5%。 连日来，2025年业绩预告进入集中披露期。万科A、招商蛇口等多家地产公司也预告了2025年 的整体经营表现。 根据中信证券房地产开发和运营板块统计（剔除B股），A股地产板块共有78家企业发布业绩 预告或快报，其中 58家公司公告预亏 （首亏或续亏），6家公司公告业绩预增， 其余18家公 司没有发布业绩预告 。 记者丨杨坪 编辑丨骆一帆 投资策略上，中信证券建议围绕"经营性资产"主线布局，具备核心资源和运营能力的开发企业 显著占据优势。 申万宏源证券也认为，在我国房地产经历调整之后，预计行业基本面底部正逐步临近，同时考 虑到近期中央要求"着力稳定房地产市场"，并且今年年初央媒《求是》为房地产重磅发声，其 中强调地产金融属性、居民资产负债表及建议政策一次性给足，政策面基调也更趋积极。此 外，考虑到房地产供给侧深度出清下，行业格局显著优化，预计优质房企盈利修复将更早、也 更具弹性， 并目前板块配置创历史新低，部分优质企业PB估值或绝对市值已处于历史低位， 板块已具备吸引力。 ...

Incident Overview - On February 1, at approximately 11:16 AM, a construction accident occurred at the new Spring Station site of Wuhan Metro Line 12, where a gantry crane toppled during disassembly, resulting in damage to two passing vehicles and causing one fatality and one injury [1][4] Response and Investigation - The Wuhan Emergency Management Bureau has initiated an investigation and is managing the aftermath of the incident, ensuring that the situation is being handled in an orderly manner [1] - Local emergency management officials confirmed that the incident took place on Hohud Avenue in the Jiang'an District and that traffic has since returned to normal following the incident [4]

Core Viewpoint - Tian Di Online's stock has experienced significant volatility, with a cumulative increase of 87.35% over 10 trading days, raising questions about the underlying reasons for this surge [1][3]. Group 1: Stock Performance - Tian Di Online's stock price deviated by over 20% for two consecutive trading days (January 29 and 30, 2026) [1]. - The company achieved six trading limit-ups since January 19, 2026, and has increased by over 108% year-to-date [1]. Group 2: Company Background - Tian Di Online, officially known as Beijing Quanshi Tian Di Online Network Information Co., Ltd., has a registered capital of approximately RMB 177.45 million [4][5]. - The company has invested in 20 enterprises, including Beijing Zhongshu Yilian Network Technology Co., Ltd., which is associated with Li Yapeng [5][6]. Group 3: Financial Performance - Despite the stock price surge, Tian Di Online's financial outlook is concerning, with an expected net profit loss of between RMB 86 million and RMB 153 million for the year 2025 [7]. - The company cites increased procurement costs due to upstream media policy changes and a rise in asset impairment provisions as reasons for the anticipated losses [8].

国家统计局：2026年1月份中国制造业采购经理指数为49.3% 比上月下降0.8个百分点 国家统计局、中国物流与采购联合会31日发布2026年1月份中国采购经理指数。数据显示，1 月我国制造业市场需求有所收紧，但企业生产保持扩张态势，产业结构继续优化；服务业运行 态势相对稳定，企业预期持续向好。2026年1月份中国制造业采购经理指数为49.3%，比上月 下降0.8个百分点。1月份装备制造业采购经理指数为50.1%，高技术制造业采购经理指数为 52%，装备制造业和高技术制造业稳中向好发展，制造业产业结构持续优化。 北京经济技术开发区：推进数模混合、存算一体等芯片架构研发创新 延伸场景定义芯片、行 业专用芯片、使能软件等产业链条 北京经济技术开发区管理委员会印发《关于进一步加快建设全域人工智能之城的实施方案 （2026—2027年）》。其中提到，夯实智能原生基础能力。发挥集成电路制造能力优势，推 动"设计-制造-封测-算力"一体化协同发展，牵引算力基础设施与高性能智算产业持续迭代。推 进数模混合、存算一体等芯片架构研发创新，延伸场景定义芯片、行业专用芯片、使能软件等 产业链条。推动通用与垂类模型协同发展，加快认知 ...

短短约1个月时间，股价双双狂涨超400%，大牛股锋龙股份、嘉美包装明天复牌！ 1 8连板锋龙股份"泼冷水" 2月1日傍晚，18连板后停牌核查的锋龙股份（002931）公告称，停牌期间，公司就股票交易 波动情况进行了核查。目前，相关核查工作已完成，公司股票自2月2日起复牌。 这份公告可谓密集"泼冷水"。 公告指出，公司自2025年12月25日至2026年1月23日已连续17个交易日涨停，价格涨幅为 405.74% 。 截至2026年1月23日，公司收盘价99.53元/股，静态市盈率4735.09，市净率 22.89。目前，公司股票价格已严重脱离公司基本面情况，市盈率和市净率显著高于行业平均 水平，存在市场情绪过热、非理性炒作风险， 未来可能存在股价快速下跌的风险。 | 锋龙股份 | | 002931 | | --- | --- | --- | | 99.53 | | 0.00 0.00% | | SZSE CNY 9:00:00 | | 1 0 + | | Wind ESG评级 | | 详情 | | 交生 | 213.97% 120日 | 484.44% | | 5日 | 0.00% 250H | 477.18 ...

记者丨刘雪莹 编辑丨曾静娇 电信服务增值税税目适用范围将调整，三大运营商急发公告！ 1月31日，财政部、税务总局发布《关于增值税征税具体范围有关事项的公告》， 明确了适用 9%和6%增值税税率范围 ，以及销售服务、无形资产、不动产具体范围，这涉及多档税率。 该《公告》自2026年1月1日起施行。目前中国增值税税率主要有三档，其中基本税率是13%， 两档优惠税率分别是9%和6%。 2月1日，中国移动(600941.SH)公告称， 《关于增值税征税具体范围有关事项的公告》 规定 自2026年1月1日起，在中华人民共和国境内，利用固网、移动网、卫星、互联网，提供手机流 量服务、短信和彩信服务、互联网宽带接入服务的业务活动适用的税目由增值电信服务调整为 基础电信服务， 对应增值税税率由6%调整为9%。 此次税目适用范围调整， 将对公司收入及 利润产生影响。 同日，中国电信(601728.SH)、中国联通(600050.SH)也公告称，本次增值税税目适用范围调 整， 将对公司收入和利润产生影响。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） SFC 出品 | 2 1财经客户端 2 1世纪经济报 ...

Core Viewpoint - BMW Group is undergoing a significant leadership change in its Greater China region, with Christian Ach set to take over as President and CEO from Sean Green, who has served for over a decade. This transition comes as BMW aims to revitalize its sales and brand presence in the competitive Chinese electric vehicle market [1][4]. Group 1: Leadership Transition - Christian Ach, a long-time BMW veteran, will assume his new role on April 1, 2026, bringing extensive experience from various markets, including Germany and Northern Europe, where he successfully increased electric vehicle sales [1][4]. - Sean Green's tenure saw BMW become the largest single market for the brand globally since 2013, but he acknowledged the changing market dynamics that challenge traditional brand pricing strategies [4][5]. Group 2: Market Challenges - BMW's sales in China have been declining, with a drop from 825,000 units in 2023 to 714,500 units in 2024, and further down to 625,500 units in 2025, marking a loss of approximately 200,000 units in just two years [5]. - The imported vehicle segment has been particularly hard hit, with sales plummeting by 62% from 171,000 units to 64,000 units in 2025 [5]. Group 3: Strategic Initiatives - In response to market pressures, BMW has initiated a price reduction across 31 models to remain competitive and plans to launch around 20 new products in 2026, including a long-wheelbase version of the BMW iX3 tailored for the Chinese market [5][6]. - The new iX3 model is designed to meet local consumer preferences, featuring a longer wheelbase and a localized operating system, indicating BMW's commitment to adapting to the Chinese market [6]. Group 4: Financial Performance - BMW Group's pre-tax profit for the first three quarters of 2025 was €8.056 billion, a decline of 9.1% year-on-year, leading to a downward revision of the annual profit forecast [9][10]. - The profit decline is attributed to increased tariffs in the U.S. and financial support to dealers in China, which has eroded profit margins [10]. Group 5: Global Context - Despite the challenges in China, BMW remains the leader in global sales among the German luxury trio (BBA), with a slight increase in global sales to 2.4637 million units in 2025, while competitors Mercedes and Audi experienced declines [11]. - The contrast between slight sales growth and declining profits highlights BMW's struggle with the "price for volume" strategy, emphasizing the need for effective leadership to navigate these challenges [11].