近期，北京银行、郑州银行、北京农商行等多家中小银行密集发生重要人事变动。 2月12日晚间，郑州银行发布公告，李红因个人原因辞去执行董事、行长等相关职务。离任后， 李红将不再担任该行及该行控股子公司任何职务。 郑州银行在公告中对李红的任职表现给予肯定，称其在任职期间，在推动全行战略落地和业务转 型、提升风险管控能力等方面取得显著成效。 同日，郑州银行董事会通过相关议案，同意聘任王森涛为副行长，其任职资格尚需监管部门核 准。简历资料显示，王森涛曾在国家开发银行河南省分行任职，并曾挂职河南省发展和改革委员 会财政金融和信用建设处副处长、郑州市二七区人民政府副区长。 同样在2月12日，北京银行也发布了管理层变动公告。公告显示，因到龄离任，霍学文申请辞去 北京银行董事长以及董事会相关职位。同日该行召开董事会会议，选举现任党委书记关文杰担任 该行董事长，其任职资格尚需监管机构核准。 值得注意的是，刚调任北京银行的关文杰，此前担任北京农商行董事长，自2024年6月正式履职 至2026年1月调离，任期不到两年。实际上，光从职业生涯来看，关文杰的工作经历主要集中在 华夏银行，在该行任职超过20年，曾任华夏银行首席财务官、行长等 ...

Market Overview - The A-share market experienced an overall adjustment on February 13, with most indices and sectors showing varying degrees of decline [1][5]. - The Hong Kong stock market also saw an overall adjustment, with the Hang Seng Index dropping more than 1% during the session [3][11]. Sector Performance - The storage chip concept sector surged, becoming one of the main highlights of the A-share market in the morning session [2][4]. - The defense and military industry sector led the gains, with a rise of over 1%, while sectors such as petroleum, construction materials, and non-ferrous metals saw declines exceeding 2% [5][6]. Notable Stocks - Micro导纳米 (Micro Nano) saw a significant increase of 13.94%, reaching a price of 94.46 [7]. - 深科技 (Deep Technology) also experienced a rise of over 9%, positioning itself as a leading enterprise in high-end storage chip packaging and testing [8]. - Other stocks such as 先导基电 (Leading Technology), 精测电子 (Precision Testing Electronics), and 耐科装备 (Nico Equipment) also recorded gains exceeding 8% [9]. Hong Kong Market Highlights - Health Road (健康之路) stock surged nearly 30% during the session, following a positive earnings forecast indicating expected revenue of at least RMB 1.5 billion for the fiscal year ending December 31, 2025, representing a growth of no less than 25% compared to the previous year [10][13]. - The forecasted positive performance is attributed to strategic adjustments in content service revenue and growth in big data technology services and AI software products [14].

2月13日，国家统计局发布的最新数据显示，1月份，70个大中城市房价环比降幅总体收窄。 值得注意的是，一、二、三线城市二手房价环比降幅全面收窄，分别比上月收窄0.4个、0.2个和0.1个百分点。一线城市中，北京降幅收窄最为明显，收窄 了1.1个百分点，上海、广州分别收窄0.2个和0.3个百分点。 另外，扬州和湛江二手房价环比分别上涨0.4%和0.3%， 扭转了此前几个月 二手房价环比全面下跌的局面。 业内人士认为，1月份全国房价环比降幅总体收窄，释放出市场底部修复的积极信号，各线城市二手房价环比降幅全面收窄，且首次出现有城市上涨，充 分说明环比指标层面的价格拐点开始出现。从短期来看，预计全国房地产市场将继续保持修复态势，房价环比降幅有望进一步收窄，部分核心城市房价可 能逐步企稳回升。 二手房价环比降幅全面收窄 国家统计局的数据显示，1月份，70个大中城市房价环比降幅总体收窄。 数据显示，1月份，一线城市新房价格环比下降0.3%，降幅与上月相同。其中，上海持平，北京、广州和深圳分别下降0.3%、0.6%和0.4%。二线城市新房 价格环比下降0.3%，降幅收窄0.1个百分点。三线城市新房价格环比下降0.4%，降幅 ...

2026年春节期间，机器人租赁需求正在集中释放。擎天租数据显示，截至2月12日，平台已累计收到覆盖春节假期的订单超过 1000单，综合预约情况测算，整个春节周期内，擎天租订单规模预计将突破5000单，平台整体GMV预计环比增长约80%。 擎天租CEO李一言2月13日在接受证券时报在内的媒体采访时表示，需求量大量增长不仅是春节旺季原因，还包括机器人使用场景越来越丰富以及B端场 景需求持续释放带来的指数级增长。 "平台目前最大的压力是订单量过多，而履约力量没那么多。"李一言坦言。 在需求快速放量的背景下，擎天租2月13日同步启动全国城市合伙人战略，开启全国城市合伙人招募，并宣布于3月在上海举办首届城市合伙人战略发布 会。李一言同时透露，公司最近与投资方接触，投资市场主流机构表达了浓厚兴趣，"融资规划与节奏较紧密，年后将持续为融资做准备"。 突破5000单 机器人租赁迎来"史上最热" 2026年春节档成为了机器人租赁行业有史以来最热闹的一次"压力测试"。 擎天租坦言，当前的最大的压力是订单量过多，履约的人没那么多，不得不婉 拒一些订单。 擎天租平台数据显示，截至2月12日，平台已累计收到覆盖春节假期的订单超过100 ...

Core Viewpoint - The article discusses the recent extraordinary general meeting of Zhenxin Technology (振芯科技), highlighting the intense power struggle between the controlling shareholder, Chengdu Guoteng Electronics Group (国腾集团), and the current management team over the company's board control [3][6]. Group 1: Shareholder Meeting Dynamics - The extraordinary general meeting was held on February 12, 2023, after a delay, and was marked by a tense atmosphere with hundreds of employees leaving the company as the meeting commenced [4]. - Security measures were strict, with attendees required to deposit electronic devices outside the venue, indicating the high stakes involved in the meeting [4]. - The voting results showed that Guoteng Group regained five board seats, while the current management retained two board members and one independent director, suggesting an ongoing struggle for control [6][7]. Group 2: Board Member Nominations - Guoteng Group proposed seven candidates for non-independent board positions and three for independent director roles, with candidates having backgrounds in military, aviation, and advanced manufacturing [6]. - The current management team also attempted to nominate their candidates for the board, indicating a divided shareholder base and differing visions for the company's future [7]. Group 3: Shareholder Concerns - Shareholders raised concerns about the qualifications of the newly nominated directors and their ability to address the company's financing challenges and ensure sustainable development [9]. - Candidates from Guoteng Group responded to these concerns by emphasizing their commitment to all shareholders and the importance of a cohesive management team for the company's future [10]. Group 4: Compliance and Governance Issues - A compliance issue was raised regarding a subsidiary, Guoxing Communication, which faced a ban from participating in procurement activities due to previous violations, although the company stated that this would not significantly impact operations [13][14]. - The meeting also highlighted concerns about corporate governance, including the behavior of executives during the meeting, which some shareholders found disrespectful [14].

Core Viewpoint - The article discusses the regulatory measures introduced by Shenzhen's financial authorities to standardize the gold market operations, mitigate market risks, protect consumer rights, and promote healthy market development [1]. Group 1: Prohibited Activities for Corporate Gold Business - The guidelines outline six prohibited activities for corporate gold businesses, including engaging in illegal gold trading activities such as pre-priced transactions, leveraged trading, and deferred transactions through internet platforms [3]. - Companies are prohibited from conducting illegal fundraising activities under the guise of gold custody, leasing, or repurchase that promise fixed returns [4]. - Engaging in unauthorized gold investment activities, such as misleading consumers into purchasing physical gold without actual delivery, is also banned [5]. - Companies must not use internet live streaming or other channels to illegally promote gold products or develop illegal trading software [5]. - Misrepresentation of membership in the Shanghai Gold Exchange or making misleading commercial claims is strictly forbidden [5]. - The use of non-precious metals to impersonate pure gold and other deceptive practices is prohibited [6]. Group 2: Prohibited Activities for Personal Gold Business - The guidelines specify two prohibited activities for personal gold businesses: participation in illegal gold pre-priced transactions and illegal fundraising or investment activities [8]. - Individuals are not allowed to develop or sell illegal gold trading software or provide support for such activities, but qualified investors can participate in gold ETFs and futures through legitimate channels [8]. Group 3: Prohibited Activities for Financial Institutions and Non-Bank Payment Institutions - Financial institutions are prohibited from conducting gold business without proper regulatory approval and must adhere to reporting requirements for large and suspicious transactions [10]. - These institutions must not provide services to merchants engaged in illegal operations or promote illegal gold activities [10]. Group 4: Legal Consequences - The article emphasizes that violations of these regulations may lead to legal consequences, including charges of illegal business operations, fraud, and money laundering, with potential criminal prosecution [11].

美国前总统奥巴马12日表示 ，特朗普政府撤销"危害认定"将削弱对汽车尾气排放和电厂排放 的监管基础。他称， 此举将使美国"更不安全、更不健康"，并削弱应对气候变化的能力 ，同 时令化石燃料行业获利更多。 来源：央视新闻 责编：叶舒筠 校对： 冉燕青 当地时间12日， 美国总统特朗普宣布美国环境保护署2009年的"温室气体危害认 定"正式撤销 。 特朗普表示，环保署废除了美国气候监管的基础，此举将节省1.3万亿美元的监管成本。环保 署的行动将有助于降低汽车价格。 这项被称为"危害认定"的命令是时任总统奥巴马于2009年发布的。该认定指出，汽车、发电 厂和工厂等来源的温室气体排放会导致气候变化，并可能对公众健康构成风险。 这项认定是美国温室气体排放政策的基石。一旦废除，意味着美国对温室气体监管的法律基 础失效， 标志着特朗普政府推行的气候政策出现大倒退 。 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 美股、黄金、白银，集体大跌！ 丨 15年以来之最，DR ...

当地时间2月12日，美股三大指数集体收跌，道指下跌1.34%，纳指下跌2.03%，标普500指数下跌1.57%，银行股、芯片股、能 源股普遍走低。纳斯达克中国金龙指数下跌3%，中概股多数下跌。此外，纽约尾盘现货黄金收跌超3%，现货白银收跌超10%。 大型科技股普跌 当地时间周四，美股大型科技股普遍下跌，苹果跌幅达5%，博通下跌超3%，亚马逊、Meta和特斯拉跌超2%，英伟达跌超1%，谷歌A微跌。据私募排排 网数据，截至2025年年底，知名投资人凯茜·伍德（Cathie Wood）对特斯拉进行了大规模减仓，减持了67.51万股，持股数量环比减少了18.81%。 贵金属板块重挫，美国黄金公司、泛美白银跌幅超8%。能源股也集体下跌，雪佛龙跌超1.8%，埃克森美孚跌近3%，西方石油跌3.7%。芯片股普遍下跌， 费城半导体指数跌2.5%，AMD、博通、英特尔跌超3%。银行股也全线下挫，富国银行跌近3%，高盛跌超4%，摩根士丹利跌超4%，花旗跌超5%。不过 存储概念股出现上涨，闪迪、希捷科技涨超5%，西部数据涨超3%。 中概股普遍下挫，纳斯达克中国金龙指数跌3%，虎牙、腾讯音乐跌超10%，亿咖通跌超8%，爱奇艺、贝壳跌超 ...

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 CPI基期轮换的核心目的是让调查的"固定篮子"反映消费结构的实际变化，通常选取一定时期内 居民经常消费、对居民生活影响较大、有代表性的一组商品和服务作为"固定篮子"，用它们的价 格变化来代表全社会所有商品和服务的价格变化。此次调查分类目录等调整清晰勾勒出中国式现 代化进程中的消费新图景，如新增车用电力、医美服务等反映消费新内容的商品和服务分类，进 一步扩大新经济新领域覆盖面；增加会员制超市等新式零售场所、闪购等新兴即时零售平台等调 查网点；新增智能无人机等代表规格品。 国家统计局首次公布了CPI基期轮换后各主要分项的权重，这体现出数据公布透明度的进一步提 升，有助于公众和专业机构更准确地理解数据变化。此外，权重结构的优化更是反映了消费新特 征。本轮调整中，CPI中消费品权数有所下降，特别是食品烟酒等传统刚需权重持续下调，而服 务权数有所上升，并新增出行服务价格指数，补齐服务消费的统计短板。这些变化 ...

Group 1 - The Chinese Ministry of Foreign Affairs emphasized the strategic importance of high-level diplomatic communication between China and the U.S., highlighting mutual benefits in economic relations and the need for cooperation to ensure stability [2] - The Ministry of Commerce confirmed ongoing close communication between Chinese and U.S. economic teams, aiming to implement agreements reached by the two heads of state and manage differences effectively [2] - The Ministry of Commerce proposed anti-subsidy duties on dairy products imported from the EU, set to take effect on February 13, 2026, as part of regulatory measures [3] Group 2 - The People's Bank of China announced a 10 trillion yuan reverse repurchase operation scheduled for February 13, 2026, with a term of 182 days [4] - The State Administration for Market Regulation released guidelines to regulate pricing behavior in the automotive industry, promoting healthy market development [5] - The National Development and Reform Commission and other agencies outlined plans for the development of low-altitude insurance, aiming for a preliminary establishment of mandatory insurance for unmanned aerial vehicles by 2027 [5] Group 3 - Shenzhen's Industrial and Information Technology Bureau launched an action plan for "Artificial Intelligence + Advanced Manufacturing" for 2026-2027, aiming to establish a national AI application pilot base and promote industrial upgrades [6] - Double Good Energy announced indirect participation in commercial space projects but clarified no direct collaboration with SpaceX [8] - Huapei Power plans to acquire 100% equity of Meichuang Zhiguan, leading to a stock suspension on February 13 [11]