本文转载自第一财经 值班编辑｜ 宝珠 视觉 | 顾芗 2月5日晚间，有消息称，爱尔眼科（300015.SZ）董事长陈邦为疑似"骗保"精神病院——襄阳恒泰康医院 实控人。 星标关注《盐财经》 受该消息影响，2月6日上午，爱尔眼科开盘后的股价跌幅超过3%。 2月6日上午，爱尔眼科发布了撇清声明。 爱尔眼科方面称，襄阳恒泰康医院有限公司并非爱尔眼科所属企业。该公司为爱尔医疗投资集团有限公 司与其他机构合资设立的四级子公司，不属于爱尔眼科上市公司合并报表范围。作为投资人之一，陈邦 并不直接参与恒泰康的经营管理。 针对部分报道将恒泰康康复医疗集团与爱尔眼科并列为"同一体系"或"同属一个集团"的说法，爱尔眼科 也回应称，爱尔眼科与恒泰康康复医疗集团及其下属机构不存在股权控制、业务关联或经营管理关系。 从股权上看，襄阳恒泰康医院直接控股股东是湖南恒泰康康复医疗产业发展有限公司，后者全资控股。 而湖南恒泰康康复医疗产业有限公司背后的间接控股股东则是爱尔医疗投资集团有限公司。爱尔医疗投 资集团有限公司实控人为陈邦。 爱尔眼科方面，公司直接持股比例最大的股东是爱尔医疗投资集团有限公司，后者直接持有上市公司 34.34%股权。另外 ...

本文转载自财联社 值班编辑｜ 江江 视觉 | 顾芗 今日，阿里千问APP"春节30亿大免单"正式上线，率先发起"奶茶攻势"。财联社记者从阿里方面最新了 解到，该活动上线不到3小时，用户已通过千问APP下单超100万单奶茶。 据官方介绍，千问APP免单卡可在全国30多万家奶茶店使用，蜜雪冰城、瑞幸咖啡、霸王茶姬、奈雪的 茶（02150.HK）、沪上阿姨（02589.HK）、茶百道（02555.HK）、库迪咖啡等茶饮咖啡品牌支持使 用。活动期间，每位用户可领取21张无门槛的25元免单卡，相当于525元钱，还有机会抽取价值10000元 的千问AI生活卡。活动页面还显示，第二波福利将于2月13日开启，用户可领取现金红包，最高可得 2888元。 今日上午，多位用户在社交媒体晒出用千问APP下单的"第一杯AI奶茶"。根据用户对比，在各家AI应用 的红包活动中，千问的玩法简单直接且门槛低。 不过，点奶茶免单活动的火爆导致千问APP一度"崩了"，部分用户打开活动页面，发现页面无法点击或 者出现卡顿，并显示 "系统开小差了，稍后再试吧"。 不过有体验点奶茶的用户告诉财联社记者，千问APP的体验并不如想象中"丝滑"，例如系统无法 ...

本文转载自中国基金报 值班编辑｜ 江江 视觉 | 顾芗 传闻成真！ 2月5日盘后，美团发布公告称，公司拟以7.17亿美元收购中国大陆领先的生鲜电商企业叮咚的全部已发 行股份，交易双方已在2月5日的非交易时段签署了股份转让协议。 根据协议，转让方可从目标集团提取不超过2.8亿美元的资金，但需确保目标集团净现金不低于1.5亿美 元。收购事项完成后，叮咚将成为美团的间接全资附属公司，其财务业绩将并入美团的财务报表。 美团还称，截至2025年9月，叮咚在国内共运营超过1000个前置仓，月购买用户数超过700万。叮咚具备 市场一流的供应链能力，生鲜产地直采率高，自有品牌产品矩阵丰富，复购率高，深受消费者喜爱。本 次交易将有助于充分发挥双方在商品力、技术、运营等方面的优势，为消费者提供更优质的消费和配送 体验。 值得注意的是，目前，美团旗下小象超市、叮咚买菜是前置仓生鲜即时零售赛道两大主要玩家。亦有业 内人士认为，两家合并后的前置仓数量将形成压倒性优势，或将彻底改变市场格局。 2月5日，市场传出消息称，美团正在推进收购叮咚，且双方已开展了多轮并购谈判。 叮咚买菜成立于2017年，2021年登陆纽交所。2025年第三季度， ...

Core Insights - The article discusses the evolving landscape of consumer behavior during the Chinese New Year, highlighting the rise of electronic products as popular "New Year goods" among young consumers [2][3][12]. Group 1: Consumer Trends - Young consumers are increasingly prioritizing personal satisfaction and self-expression in their purchasing decisions, moving away from traditional gift-giving norms [12][14]. - The demand for beauty and grooming products, such as automatic curling irons and hair removal devices, has surged, with sales of beauty products like the beautigo automatic curling iron increasing by approximately 100% during the holiday season [8][9]. - The concept of "self-pleasure" is becoming a significant driver of consumer behavior, with products being seen as tools for self-care rather than mere gifts for others [14][16]. Group 2: Brand Strategies - Brands like beautigo and 有色 have successfully leveraged social media platforms like Douyin (TikTok) to create engaging content that resonates with their target audience, leading to significant sales growth [9][22]. - The use of influencer marketing has proven effective, as seen when a beauty influencer's review led to a rapid increase in sales for beautigo's hair removal device, generating over 6 million in sales within three days [9][10]. - 有色's strategy focuses on appealing to both male and female consumers, with a particular emphasis on the aesthetic and practical value of their grooming products, which has resulted in strong sales performance [18][19]. Group 3: Product Development - The development of new products, such as beautigo's automatic curling iron, is driven by consumer feedback and market research, ensuring that products meet the specific needs and preferences of young consumers [11][12]. - 有色's approach to product design emphasizes functionality and aesthetic appeal, with their products being tailored to meet the gifting preferences of female consumers purchasing for males [18][21]. - The introduction of innovative features and competitive pricing has allowed brands to capture market share in a crowded space, as seen with 有色's successful launch of the MINI2.0 shaver [21][25]. Group 4: Market Performance - The 2026 Douyin New Year Festival saw a 109% year-on-year increase in GMV for electronic consumer goods, indicating a strong market trend towards these products during the holiday season [31][32]. - Brands are increasingly recognizing the importance of creating high-quality content to engage consumers, with Douyin becoming a primary sales channel for many electronic brands [22][25]. - The article concludes that the perception of New Year goods is shifting, with modern consumers seeking products that not only fulfill practical needs but also serve as expressions of identity and personal style [32][34].

视觉 | 顾芗 北京时间2月5日早上7:30，FF在拉斯维加斯举办美国国家汽车经销商大会活动上，举行FF首批具身智能 （Embodied AI）机器人产品发布会。 本文转载自财联社 值班编辑｜ 江江 星标关注《盐财经》 洞察趋势，睿智人生 /// 大家都在看 /// 点 在看 把盐撒给更多的人 ...

编辑｜ 宝珠 视觉 | 顾芗 "金刚狼！金签！恭喜老板！"深夜，某圈内知名拆卡主播正在直播间拆2025卡卡沃COSMOS漫威系列收 藏卡牌。 这个系列，卡卡沃官方称限量发售4000箱，每箱单价4990元，一箱10盒，每盒10包，每包5包。算下 来，每张卡牌的单价是9.98元。除了漫威系列之外，卡卡沃还有迪士尼、哈利波特、柯南等全球著名IP 的系列卡牌。与卡游不同，卡卡沃主攻收藏级卡牌。 作者｜ 任早羽 不过玩卡卡沃卡牌的，可不止是直播间的中国"老板"们。 在全球二手交易平台 Ebay 上，多的是同为卡卡沃痴狂的外国人，平台上售价超过1万元的卡牌不在少 数。而如果是稀有程度最高的one of one（全球仅发售一张）卡牌，售价直逼两万元。 要知道，国内卡牌商中只有卡卡沃能够在 Ebay 上，"卖上价"。 如果说，卡游主攻小学生群体，那么卡卡沃的目标用户显然是消费能力更强的成年人。 明眼人已经明 白，这是一门与泡泡玛特相似的时髦生意。卡卡沃母公司 Suplay 的创始人黄万钧比王宁还要年轻， 是"90后"，公开资料显示，黄万钧做过投资人，创立过潮玩与众筹平台摩点网，这些经历都为他创立 Suplay 奠定了基础。 ...

Group 1 - The core point of the article is that Gao Xin Retail, the parent company of RT-Mart, announced that it is temporarily unable to contact its CEO Li Weiping, who has only been in the position for two months [2][4] - The board of directors believes that this matter is not related to the group's business and operations, and it does not have a significant adverse impact on the group [4] - During this period, the daily business operations and management will be temporarily handled by the chairman of the board, Hua Yuning [4] Group 2 - Li Weiping previously served as the Chief Merchandising Officer at Hema and has 26 years of experience in the retail industry [5] - Gao Xin Retail operates under the brands "RT-Mart," "RT-Mart Super," and "M Membership Store," managing hypermarkets, medium-sized supermarkets, and membership store businesses [5] - As of September 30, 2025, the group has 462 hypermarkets, 32 medium-sized supermarkets, and 7 membership stores across 205 cities in 29 provinces and autonomous regions, with a total building area of approximately 13.4 million square meters [5]

Core Viewpoint - Sequoia China has completed the global acquisition of the antibiotic Moxifloxacin and established a new biopharmaceutical platform, Hangzhou Shanze Biopharmaceutical Co., Ltd., marking a significant shift in its investment strategy towards mature assets in the pharmaceutical sector [4][6][11]. Group 1: Acquisition Details - The acquisition includes specific assets related to Moxifloxacin, such as drug registration certificates, intellectual property, and business contracts across various countries [4]. - The transaction price is estimated to be between €160 million and €260 million, approximately ¥1.32 billion to ¥2.15 billion, indicating a substantial investment by Sequoia China [7]. - The new company, Shanze Biopharmaceutical, aims to operate under a "dual-driven" business model focusing on infectious diseases, respiratory issues, and critical care [4][6]. Group 2: Strategic Rationale - The decision to acquire Moxifloxacin is driven by the industry's shift towards valuing mature assets, especially as the market for innovative drug development becomes increasingly challenging [12][11]. - Sequoia China's approach reflects a broader trend among leading capital firms, such as Hillhouse and Kangqiao Capital, which have also pursued controlling acquisitions of mature pharmaceutical assets [10]. - The appointment of Jin Xiaodong as CEO of Shanze Biopharmaceutical underscores Sequoia's commitment to actively manage and operate the acquired asset, moving beyond a purely financial investment role [7][13]. Group 3: Market Context - The pharmaceutical industry is entering an "efficiency-first" phase, where mature products like Moxifloxacin are being reassessed for their value amidst a backdrop of increasing regulatory pressures and market challenges [12][11]. - The acquisition aligns with a growing recognition of the importance of established products that can generate stable cash flow, especially as the financing environment for biotech continues to cool [16][17]. - Sequoia's strategy involves leveraging Moxifloxacin's established market presence while simultaneously introducing innovative products to create a competitive portfolio [16].

作者｜ 赖逸翰 发自广东汕头 编辑｜ 赵靖含 新媒体编辑｜ 宝珠 视觉 | 顾芗 "要不要买点牛肉丸带走？"如果潮汕小孩离家外出，家里的长辈大概会问起这样一句话。如果牵挂有形 状，潮汕人的版本想必是牛肉丸状的。 不规则圆形的、灰色外壳的、弹牙的、带着纯肉奶香味的牛肉丸，还有些一口爆汁的牛筋丸，一起被装 进透明的塑料袋里，抽成真空状态后配着冰块放在泡沫箱内。 弹牙又 带着纯肉奶香味的牛肉丸，在美食中必占一席之地 《食神》剧照 而后，潮汕小孩会把它们带到全国，乃至全世界各地，配着粿条煮开，再撒上点葱花，喝一口泛着油光 的汤；或者，就任由它们熟透，漂在火锅汤底上，再捞起狠狠咬一口，让滚烫的汁水溢在口腔里。 在香港工作的潮汕人陈林，就馋这一口。在离开潮汕之前，她特意拜托小姨，一定要帮她到菜市场的某 一家摊位上买一些牛肉丸。她要把牛肉丸带上高铁，过海关，然后保存在冰箱里，尽快吃掉。她不怕麻 烦，能吃上就满足。 潮汕的牛肉丸，和外地的牛肉丸，是不同的。否则，漂泊他乡的潮汕人，不至于不远千里也要从"原产 地"手提一斤带回常住地；外地人也不至于非要亲赴潮汕一趟，在火锅店外大排长龙，只为了吃上这一 口。 在浙江人李语的记忆里， ...

Core Viewpoint - The auction of "Yongxing Silver Building," a landmark in Yongxing County, Hunan, has attracted attention due to its significant silver content and valuation, but ultimately failed to attract bids due to restrictions on its future use [2][4][7]. Group 1: Auction Details - The auction was conducted on January 16, with a starting price of 25,096,950 yuan, and included various assets such as industrial land, buildings, and silver [3][4]. - The total assessed value of the assets is approximately 31.37 million yuan, with the silver content alone valued at 12,047,000 yuan, equating to a price of 6.88 yuan per gram [3][6]. - The auction was initiated due to the bankruptcy liquidation of Hunan Xinda Silver Industry Co., Ltd., as per a court decision [3]. Group 2: Silver Building Significance - The Yongxing Silver Building, constructed in 2007, is a cultural landmark and part of the "China Silver Capital" tourism initiative, emphasizing the region's unique silver culture [4][7]. - The building is made from 50,000 taels of silver, with a pure silver content of 1.75 tons, and is recognized as the only landmark building made entirely of pure silver in China [6][7]. - The auction announcement included a clause that the buyer must maintain the building's status as a cultural tourism site, which may have deterred potential bidders [7][9]. Group 3: Future Prospects - The asset management team is actively seeking interested buyers and plans to relist the building at the same assessed value, despite fluctuations in silver market prices [9]. - The requirement to preserve the building's cultural and operational integrity is a critical factor in the ongoing search for a buyer [9].