责编：刘珺宇 校对：陶谦 商务部新闻发言人就荷公布安世半导体案裁决结果答记者问 有记者问：2月11日，荷兰企业法庭公布安世半导体案裁决结果，决定对安世半导体涉嫌管理不善开展调 查。请问中方对此有何评论？ 答：中方注意到相关消息。我们认为，当务之急是要恢复全球半导体供应链稳定畅通，这是包括中荷在内 的国际业界的共同利益诉求。希望荷方相向而行，从维护全球半导体产业链供应链稳定的大局出发，为双 方企业协商建设性解决内部纠纷创造有利条件。 来源：商务部 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 看券商中国 知天下财经 F 百万用户都在看 集体大涨！刚刚，利好突袭！芯片，大消息 突变！美联储，重磅来袭！ 今晚，突发公告！多只大牛股，紧急提示风险！ ...

Core Viewpoint - The investigation into mental health institutions in Hubei's Xiangyang and Yichang revealed serious violations, including fraudulent medical practices and patient rights infringements, prompting a comprehensive response from provincial authorities [1][19]. Investigation Overview - A joint investigation team was established to address the reported issues, involving multiple government departments and extensive data analysis [1][2]. - The investigation covered 51 mental health institutions, revealing various violations including fraudulent diagnosis and treatment practices [2][3]. Specific Investigation Results Patient Admission Issues - No non-mental disorder patients were found among the 8,620 inpatients and 559 recent discharges, but issues like prolonged hospital stays after clinical recovery were noted [3][5]. Fraudulent Use of Medical Insurance Funds - A total of 3.49 million yuan (approximately 348.59 thousand) was identified as fraudulently claimed from medical insurance by various institutions through fictitious medical services and forged documents [7][16]. Patient Safety Concerns - A patient committed suicide while hospitalized, leading to an investigation that confirmed the incident as a suicide without hospital negligence [8][10]. Improper Patient Management - The Yichang institution was found to have engaged in practices of fake discharges and continuous admissions to manipulate insurance claims, with some patients admitted over 15 times [11][12]. Unethical Patient Recruitment Practices - Several institutions were reported to have lured patients with offers of free hospitalization, leading to unethical recruitment practices [13][14]. Physical Abuse of Patients - Instances of physical abuse by staff members were documented, with specific cases of assault against patients confirmed through video evidence and witness testimonies [14][16]. Institutional Capacity and Quality Issues - The investigation highlighted the inadequate conditions and management capabilities of many mental health institutions, with a significant number of facilities being small and under-resourced [15][19]. Accountability and Consequences - Legal actions were initiated against 14 individuals for fraud and abuse, with administrative penalties imposed on staff involved in patient abuse [16][18]. - The provincial government committed to a thorough reform of mental health institutions and insurance fund management to prevent future violations [19].

Core Viewpoint - The Hang Seng Index will undergo changes with the number of constituent stocks increasing from 88 to 90, including the addition of Ningde Times, Luoyang Molybdenum, and Laopu Gold, while Zhongsheng Holdings will be removed. This change will take effect on March 9, 2026 [1][2]. Group 1: Hang Seng Index Changes - The Hang Seng Index Company announced the quarterly review results on February 13, 2026, with changes effective after market close on March 6, 2026 [1]. - The total assets under management for passive products tracking the Hang Seng Index series is approximately $117.7 billion, which is beneficial for newly added constituents as they will attract passive fund inflows [1]. Group 2: Other Index Changes - The Hang Seng China Enterprises Index will maintain 50 constituent stocks, with Beike and Horizon Robotics added, while China Resources Beer and Mengniu Dairy will be removed [2]. - The Hang Seng Composite Index will increase from 507 to 532 constituent stocks, with 53 stocks added and 28 stocks removed, including notable additions like East Asia Bank and JD Industrial [2]. Group 3: Market Outlook - Recent weakness in the Hang Seng Technology Index is attributed to a liquidity shock, but the fundamental outlook remains unchanged, suggesting a "buy the dip" strategy may be effective [3]. - The current support from southbound funds is expected to stabilize valuations in the Hong Kong market, despite ongoing uncertainties regarding U.S. Federal Reserve policies [3][4]. - The market may experience volatility in the short term, with a focus on sectors such as technology, non-bank financials, and dividend-paying stocks [4].

公告表示，目前公司各项经营活动和业务均正常开展。在立案调查期间，公司将积极配合中国证监会的相关调 查工作，并严格按照相关法律法规和监管要求及时履行信息披露义务。 1月7日，上交所发布了《关于对深圳英集芯科技股份有限公司及有关责任人予以监管警示的决定》。经查明， 英集芯1月6日在上证E互动平台回复投资者提问时，提到公司已涉足脑机接口芯片领域，推出的IPA1299芯片 专用于人体生物电信号的高精度测量，可适用于脑电信号采集等脑机接口相关场景，已量产出货，性能参数可 媲美海外头部芯片产品。经监管督促，公司于1月7日早间披露《关于上证E互动平台有关问题回复的说明公 告》称，公司的IPA1299芯片产品为与参股公司精芯唯尔（常州）电子科技有限公司共同推出，该产品尚处市 场培育期，尚未实现规模化销售，暂未对公司业绩产生重大影响，未来销售情况存在不确定性，其应用于非侵 入式脑机接口领域，与当前国际上的侵入式脑机接口存在显著技术路径差异。 上交所决定称，公告发布当日，公司股价收盘仍上涨4.51%。当前市场对"脑机接口"相关概念高度关注，公司 发布相关信息尤其应当注意审慎、准确，避免对投资者产生误导。公司E互动平台回复内容未能 ...

特朗普关税政策再度传来重大变数。 受 特朗普政府调整关税的消息影响，今日午后，伦铝、伦铜期货价格直线跳水，截至北京时间19:40，伦铝大跌超2%，伦铜跌超1%。有报道 称，特朗普政府计划缩减部分钢铁和铝制品关税，并停止扩大清单范围。 有分析指出，自钢铝关税实施以来，实际承担成本的主要是美国消费者，这削弱了美国总统特朗普"由外国企业埋单"的说法，导致美国选民对 生活成本增加的不满情绪上升。最新民调结果显示，约52%的受访者认为特朗普的经济政策让情况变得更差。 直线跳水 北京时间2月13日午后，伦铝、伦铜期货价格直线跳水，伦铝迅速由涨转跌，随后跌幅持续扩大，截至19:40，跌幅达2.37%；伦铜由涨超1%跳 水、翻绿，现跌1.11%。 | LME铜 | LME铝 | Q | Q | < W | < | CA.LME 延时行情 | AH.LME 延时行情 | | | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

近日，宁夏餐饮饭店协会被指拥有89名副会长，引发广泛质疑。对此， 宁夏回族自治区成立联合调查 组，认定选举结果无效，并表示将彻查。 2月13日，宁夏回族自治区联合调查组通报 调查进展及处理结果，表示该协会 "内部管理混乱"问题属 实，且自治区商务厅、民政厅存在部门监管缺失问题。 除了认定选举结果无效、作出停止活动三个月处罚之外，调查组还表示，自治区纪委监委将依规依纪对区商务 厅和民政厅相关人员进行责任追究。 通报详情如下—— 一、关于餐饮协会"超额配置89名负责人"问题 经查，餐饮协会在未制定选举工作方案的情况下，于2024年12月24日、2025年2月8日先后两次召开换届筹备会 议。在没有按章程审核会员条件、没有公示会员名册、没有推选会员代表、没有制作票箱、没有印制选票的情 况下，于2025年4月15日召开第三届一次会员代表大会，以举手表决方式替代无记名投票，选举理事281人、常 务理事181人、负责人83人、监事2人，其中1名监事兼任常务副会长。根据《宁夏回族自治区社会团体选举工 作规程（试行）》（宁民发〔2022〕64号）第二条第二款、第七条第三款的规定，餐饮协会存在违规多选理事 160人、常务理事14 ...

Macro Dynamics - In January 2026, the social financing scale increased by 7.22 trillion yuan, which is 166.2 billion yuan more than the same period last year [2] - The increase in RMB loans to the real economy was 4.9 trillion yuan, a decrease of 317.8 billion yuan year-on-year [2] - Net financing of corporate bonds was 503.3 billion yuan, an increase of 57.9 billion yuan year-on-year [2] - Government bonds net financing reached 976.4 billion yuan, an increase of 283.1 billion yuan year-on-year [2] Financial Institutions - The People's Bank of China and the National Financial Regulatory Administration have identified 21 systemically important banks in China, including 6 state-owned commercial banks, 10 joint-stock commercial banks, and 5 city commercial banks [3] Market Data - On February 13, A-shares saw all three major indices drop over 1%, with the Shanghai Composite Index falling 1.26% to below 4100 points [10] - The Hong Kong stock market closed with the Hang Seng Index down 1.72% and the Hang Seng Tech Index down 0.9% [11] Company Dynamics - Zhengyuan Wisdom's actual controller, Chen Jian, was sentenced to three years in prison for manipulating the securities market, but the company's operations remain normal [12] - CATL, Luoyang Molybdenum, and Laopu Gold will be included in the Hong Kong Hang Seng Index, increasing the number of constituent stocks from 88 to 90 [13] - Sinopec announced the resignation of Li Yonglin from his positions as executive director and senior vice president [14][15] - Zongshen Power plans to swap its motorcycle engine business with Longxin General's general machinery business, which is expected to constitute a major asset restructuring [16]

近日，金融监管总局联合市场监管总局、中国人民银行，对携程旅行、高德地图、同程旅行、飞猪旅行、 航旅纵横、去哪儿旅行等六家出行平台企业进行约谈。针对上述企业在与金融机构合作开展借贷业务中存 在的问题，要求其规范营销行为，不得使用误导性宣传用语；清晰披露贷款机构名称及信贷产品信息，并 向借款人明确提示理性借贷；畅通客户投诉渠道，及时回应并妥善处理消费纠纷，着力提升服务品质，切 实保障消费者合法权益。 来源：国家金融监督管理总局 责编：刘珺宇 校对：陶谦 百万用户都在看 集体大涨！刚刚，利好突袭！芯片，大消息 突变！美联储，重磅来袭！ 今晚，突发公告！多只大牛股，紧急提示风险！ 开盘，"一字"封板！外围大利好，彻底引爆！ 美联储，突发！美国财长，紧急发声！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 金融监管总局联合市场监管总局、中国人民银行约谈六家出行平台企业 ...

Core Viewpoint - The financial data for January 2026 indicates a strong start to the year for China's economy, with significant growth in social financing and M2, reflecting effective monetary policy support for economic stability [1][2]. Group 1: Financial Growth Indicators - The social financing increment reached a historical high of 7.22 trillion yuan in January, exceeding the previous year by 166.2 billion yuan [1]. - M2 (broad money) grew by 9% year-on-year, surpassing market expectations, while M1 (narrow money) increased by 4.9% [1][2]. - Government bond financing in January amounted to 976.4 billion yuan, a year-on-year increase of 283.1 billion yuan, representing 13.5% of the total social financing, the highest level since 2021 [2]. Group 2: Monetary and Fiscal Policy - The People's Bank of China has adopted a more proactive macroeconomic policy, with a focus on collaboration between fiscal and monetary policies to enhance effectiveness [1][2]. - The central bank has implemented a flexible monetary policy, including a 0.25 percentage point reduction in structural tool rates to encourage bank lending to key sectors [2]. - The government has accelerated the issuance of bonds, with a notable increase in the scale of local government bonds to support economic activities [2][3]. Group 3: Credit and Loan Dynamics - In January, new loans totaled 4.71 trillion yuan, with a year-on-year growth of 6.1%, aligning with market expectations [4]. - Corporate loans increased significantly, with over 70% being medium to long-term loans, driven by the launch of major projects [5][6]. - Short-term loans for enterprises also saw a rise, attributed to seasonal factors such as year-end bonuses and increased operational funding needs [6]. Group 4: Cost of Financing - The average interest rate for newly issued corporate loans was approximately 3.2%, down about 20 basis points from the previous year, indicating a favorable borrowing environment [6][7]. - The transparency in corporate loan costs has improved, leading to lower non-interest costs and easing the financial burden on businesses [7]. Group 5: Policy Effectiveness and Future Outlook - The cumulative effects of monetary policy adjustments are expected to continue influencing the economy positively, with a focus on both stock and incremental policies [8][9]. - The current level of personal mortgage rates is comparable to the zero-interest periods in developed economies, suggesting a supportive environment for consumer borrowing [8].

2月13日， 天风证券（601162.SH）公告收到证监会《行政处罚事先告知书》，去年11月立案的违法提供融 资及信披违规案处罚结果正式落地。 湖北证监局拟依法对天风证券和当代集团合计处以2500万元的顶格罚款，对9名责任人员合计罚款3480万元， 对当代集团实际控制人艾路明、天风证券时任董事长余磊、时任副总裁兼财务总监许欣采取终身证券市场禁入 措施。 "这次处罚不是新风险的暴露，而是旧问题的终结。" 天风证券相关负责人表示。随着国有控股股东湖北宏泰 集团入主两年有余，这家曾经的民营券商代表， 正在努力与沉重的历史"包袱"彻底切割。 处罚结果出炉：顶格处罚+余磊终身禁入 根据《行政处罚事先告知书》，天风证券及其原民营股东当代集团存在严重的违法提供融资及信息披露违规行 为。 对天风证券及有关人员在业务开展、内控合规等方面存在的违法违规行为，湖北证监局拟依法采取暂停相关业 务、责令处分有关责任人员、监管谈话等行政监管措施。上海证券交易所拟对天风证券、当代集团及有关责任 人员依规顶格作出纪律处分。 关于天风证券方面的罚单，具体如下： 一、对天风证券股份有限公司给予警告，并处以1500万元的罚款； 告知书首次完整披露 ...