证监会出手。 2月13日，天风证券（601162）发布公告称，公司于近期收到证监会下发的《立案告知书》。因公司涉嫌福建省永安林业（集团）股份有限公司持股变动 信息披露违法违规，根据《中华人民共和国证券法》《中华人民共和国行政处罚法》等法律法规，决定对公司立案。 公告称，目前公司经营情况正常。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，并严格按照有关法律法规及监管要求履行信息披露义 务。 经查，2020年至2022年期间，天风证券违法为原第一大股东当代集团提供融资、未按规定披露与当代集团关联交易，当代集团与天风证券共同实施相关违 法行为，严重违反证券法律法规。 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。 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。 前期，为切 ...

Group 1 - The core viewpoint of the article highlights the robust growth in social financing and M2, indicating strong financial support for the economy at the beginning of the year, with social financing reaching a record high of 7.22 trillion yuan in January 2026, an increase of 1,662 billion yuan year-on-year, and M2 growing by 9% year-on-year, surpassing market expectations [2][4][5] Group 2 - In January 2026, the rapid growth of social financing and M2 reflects the effectiveness of the moderately loose monetary policy, which is crucial for supporting a stable economic start to the year [4][5] - The increase in government bond financing in January reached 976.4 billion yuan, a year-on-year increase of 283.1 billion yuan, accounting for 13.5% of the total social financing, the highest level for the same period since 2021 [4][5] - The structure of new loans in January shows a significant increase in medium to long-term loans for enterprises, driven by the launch of major projects, with corporate loans increasing by 4.45 trillion yuan, of which medium to long-term loans accounted for over 70% [9][10] Group 3 - The average interest rate for newly issued corporate loans in January was approximately 3.2%, down about 20 basis points year-on-year, while the average interest rate for personal housing loans remained stable at around 3.1% [10] - The article emphasizes the importance of cumulative effects in observing monetary policy outcomes, noting that the integration of stock and incremental policies will continue to show effects, with significant reductions in policy rates since 2018 [11][12] - The current personal housing loan rates in China are approaching the average levels seen during the "zero interest" periods in the US, UK, and Japan, indicating a favorable financing environment for consumers [12][13]

Market Overview - On the last trading day before the Spring Festival (February 13), A-shares fell, with all three major indices dropping over 1%, and the Shanghai Composite Index falling below 4100 points [1] - The Shanghai Composite Index closed down 1.26% at 4082.07 points, the Shenzhen Component Index down 1.28%, and the ChiNext Index down 1.57% [2] - A total of approximately 20 trillion yuan was traded across the Shanghai and Shenzhen markets, a decrease of over 160 billion yuan from the previous day [2] Sector Performance - Over 3800 stocks in the A-share market were in the red, with resource stocks such as non-ferrous metals, steel, oil, electricity, and coal collectively declining [2] - Notably, China Petroleum fell over 4%, while China National Offshore Oil Corporation and Sinopec both dropped over 3% [2] - The military industry sector saw a strong rise, with stocks like Andavil and Aviation Power hitting the daily limit [3][4] Military Industry Insights - The military sector experienced significant gains, with Andavil rising 20% and Aviation Power also hitting the daily limit [4] - Analysts predict that the military trade demand will see a significant turning point, leading to an increase in both quantity and price of equipment [6] - By 2026, multiple new medium and large rockets are expected to launch, and the commercial space industry is anticipated to enter a period of explosive growth [6] Robotics Sector Developments - The humanoid robot concept gained traction, with stocks like Baida Precision and Tianqi Co. hitting the daily limit [7][8] - Analysts believe that the humanoid robot industry is on the verge of significant growth, driven by advancements in AI and robotics technology [10] - The market is expected to see a substantial increase in demand for humanoid robots, with a focus on companies with clear advantages in the supply chain [10] Notable Stock Movements - The newly listed "AI Deception First Stock," Haizhi Technology Group, surged over 268%, closing at 92.6 Hong Kong dollars per share, with a market capitalization of 37.1 billion Hong Kong dollars [12] - Haizhi Technology Group specializes in high-performance graph computing technology and is recognized as a leading provider of AI solutions in China [12]

Group 1 - The article highlights how technological innovation is enhancing the Spring Festival experience for citizens in Shenzhen, showcasing a blend of tradition and modernity [1][4][9] - Shenzhen Science and Technology Museum features a "Cyber Spring Festival" market, where AI and interactive exhibits engage visitors, reflecting the city's innovative spirit [2][4][7] - The museum's AI sunflower, which interacts with visitors through sound and movement, has become a popular attraction, demonstrating how technology can create engaging experiences [7][8] Group 2 - Shenzhen ranks first in the global innovation index, with a research and development investment intensity of 6.67%, the highest among Chinese cities, and is home to 1,333 specialized "little giant" enterprises [7][9] - The article notes a significant increase in consumer spending on technology-related products during the Spring Festival, with sales of consumer electronics and AI wearables rising approximately 30% compared to regular days [9] - The core business district of Huaqiangbei has seen a daily foot traffic of around 750,000, with a 10% to 15% increase in visitor numbers due to recent promotional activities [9]

记者从市场监管总局了解到，为支持和引导互联网平台经营者有效防范反垄断合规风险，促进平台经济创新和健康发展，《互联网平台 反垄断合规指引》今天发布。 AXITHIJ 4 L L H F H ST M F S H F S F 效防范反垄断合规风险,健全反 垄断合规管理制度,保护相关主 体合法权益,维护市场公平竞争 秩序,促进平台经济创新和健康 发展,根据《中华人民共和国反 垄断法》(以下简称《反垄断 法》）等法律规定,制定《互联 网平台反垄断合规指引》(以下 简称《指引》）。 444 近年来,我国平台经济快速 发展,在提高社会资源配置 效率、推动技术创新和产业 变革、促进经济社会发展等 互联网平台涉及平台经营者、平台内经营者、消费者和从业人员等多方主体。平台经营者能够通过平台规则、数据、算法、技术手段等影响平台竞争生 态，一旦平台经营者从事排除、限制竞争行为，将会损害多方主体利益。执法实践显示，互联网平台具有独特的竞争特点和规律，在垄断行为类型、表 现、损害等方面与传统领域存在一定差异，平台经济新业态新模式不断涌现，竞争行为纷繁复杂，平台经营者对识别垄断风险、明晰行为边界充满期待。 制定《指引》是对反垄断合规制度 ...

综合自：新华社、澎湃新闻 责编：李丹 校对：王锦程 国务院任免国家工作人员。 任命黄如（女）为国家发展和改革委员会副主任（兼职）；任命陈卫为中国农业大学校长（副部长 级）。免去孙其信的中国农业大学校长职务。 公开资料显示，黄如，女，回族，1969年11月出生，福建南安人，中共党员，1997年7月参加工作，理 学博士，教授，中国科学院院士、发展中国家科学院院士，第二十届中央候补委员。 黄如本科、硕士就读于东南大学电子工程系，后在北京大学计算机科学与技术系获博士学位。1997年 起，她先后任北京大学信息科学技术学院讲师、副教授（1999年）、教授（2002年），北京大学博雅讲 席教授（2016年）。 黄如历任北京大学信息科学技术学院副院长、院长，北京大学信息与工程科学部主任，北京大学人工智 能研究院院长，北京大学校长助理，北京大学副校长，北京大学党委常委、副校长，2022年1月任东南 大学校长（副部长级）、党委副书记。 黄如于2015年当选为中国科学院信息技术科学部院士，2016年当选为美国电气和电子工程师协会会士， 2019年当选为发展中国家科学院院士。 2025年1月14日，人社部网站发布国务院任免国家工作人 ...

来源：央视新闻 责编：叶舒筠 校对： 冉燕青 据中国载人航天工程办公室消息，北京时间2026年2月11日，在长征十号运载火箭系 统低空演示验证与梦舟载人飞船系统最大动压逃逸飞行试验中，火箭完成低空演示验 证飞行并在海上安全溅落。 2月13日上午，海上搜索回收分队完成火箭一级箭体打捞回收任务。这是我国首次在海上实施 运载火箭搜索回收任务，对推进运载火箭可重复使用技术发展具有重要意义。 据介绍，此次参试的长征十号运载火箭，主要用于载人月球探测任务，兼顾近地空间站运 营，其统筹研制的长征十号甲火箭一子级箭体具备可重复使用能力。 版权声明 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 存储芯片，逆市大涨！ 丨 深圳出手！不得违规开展黄金预定价交易！ 丨 美股、黄金、白银，集 体大跌！ 丨 15年以来之最，DRAM供应短缺！美存储概念股大爆发！ 丨 A股重磅！2家公司宣布， 重大资产重组！明起停牌 丨 600481，紧急公告！今日股价涨停 丨 收获海外大订单！600481，午 后涨停 丨 美国总统特朗普将于4月访华？外交部回应 丨 电力设备板 ...

目前，具身智能赛道有多火？对此，宇树科技创始人、CEO 王兴兴表示："目前机器人产业 或具身智能产业，背后最大的驱动因素或不确定因素，基本都是由AI主导，但增长曲线可能越 来越陡峭。如果未来几年，有真正大规模应用的具身智能AI模型和机器人技术突破， 那时候 热度可能会比现在至少高100倍，甚至1000倍。而这个热度，我觉得会远超移动互联网。 所 以，我觉得当下阶段绝对不是最热，目前可能还是处于爬坡或爬坡阶段的平台期。" 来源：央视财经 屏幕下方点个赞， 天天抓牛股！ 责编：叶舒筠 校对： 冉燕青 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 存储芯片，逆市大涨！ 丨 深圳出手！不得违规开展黄金预定价交易！ 丨 美股、黄金、白银，集 体大跌！ 丨 15年以来之最，DRAM供应短缺！美存储概念股大爆发！ 丨 A股重磅！2家公司宣布， ...

Core Viewpoint - Recent difficulties in redemption faced by multiple gold trading platforms, including Jie Wo Rui, have raised significant concerns, prompting Shenzhen to implement stricter regulatory measures against illegal gold trading activities [1]. Group 1: Regulatory Actions - On February 13, Shenzhen's local financial management bureau and ten other departments jointly issued a public notice to further regulate gold market operations, outlining specific requirements and prohibitions for businesses, individuals, and financial institutions involved in gold-related activities [2]. - The public notice establishes several "red lines" for the gold market, which are expected to help control the recent incidents of financial failures at the source [2][7]. - Increased awareness of risks among merchants in the Shui Bei market has been observed, with regulatory authorities enhancing inspection and oversight [2]. Group 2: Market Reactions - Following the redemption issues at Jie Wo Rui, several other platforms have also encountered difficulties, leading merchants to shift towards safer trading practices, such as focusing on spot transactions instead of high-risk pre-pricing models [4]. - A noticeable decrease in foot traffic was reported in the Shui Bei market as the Chinese New Year approached, with many businesses tightening their operations and avoiding pre-pricing activities due to heightened scrutiny [2][6]. - New small-scale gold and silver recycling and exchange shops have opened, although many have already closed for the holiday season, indicating a cautious market environment [6]. Group 3: Industry Perspectives - Industry insiders believe that the enforcement of the public notice will significantly impact private gold platforms, particularly those engaging in illegal activities [7]. - Merchants are transitioning from reactive compliance to proactive adherence to regulations, aiming to restore the reputation of the Shui Bei market [7]. - Consumers are advised to purchase gold from physical stores to avoid potential scams, emphasizing the importance of holding tangible assets [7].

Core Viewpoint - The article highlights the shift in consumer preferences towards technology products as "New Year gifts" in Huaqiangbei, with significant sales growth in AI-related products during the Spring Festival season, driven by the AI technology trend and changing consumer demands [1][5][10]. Group 1: Sales Growth and Consumer Trends - Huaqiangbei's overall sales of technology products increased by over 30% compared to usual, with AI glasses sales growing by 70% to 80%, and drones and robots seeing a 30% to 50% increase [1]. - The "AI Eight Steeds" list was created to showcase the most popular tech products, including drones, robots, AI glasses, and more, reflecting consumer interest in practical and high-value items [2][5]. - The demand for AI products is driven by their applicability in daily life, gift-giving, and their affordability, appealing to consumers looking for quality and innovative technology [5]. Group 2: Industry Development and Innovation - The launch of the "AI Eight Steeds" list signifies a transition from imitation to innovation in AI applications among Huaqiangbei merchants, indicating a deeper integration of AI algorithms and practical scenarios [5][10]. - Huaqiangbei aims to become a global hub for AI products, leveraging its established electronic industry ecosystem, supply chain resources, and market responsiveness to meet consumer needs [7][8]. - The establishment of the global AI application scenario center in Huaqiangbei represents a collaborative effort to introduce a wide range of AI products across various high-frequency usage scenarios [7]. Group 3: Challenges and Recommendations - Despite the positive sales data, Huaqiangbei faces challenges such as weak brand power, severe product homogeneity, and insufficient technological depth, which could hinder its competitive edge [10][11]. - The article suggests that Huaqiangbei should focus on building brand identity and enhancing product quality through market promotion and user experience optimization [11][12]. - Recommendations include establishing an "innovation ladder" for key enterprises, supporting open-source AI hardware communities, and creating a service center for international brand expansion to strengthen Huaqiangbei's position in the global market [12].