证券时报"马年财智三重奏"新春活动于本周一正式上线，该活动融合了闯关抽奖、 指数竞猜、社交互动等多种玩法，累计吸引上万人参与。 在答题闯关活动中，投资者充分展现出了卓越的财商，多数人能够完成闯关，近半 数用户成功通关。 重要提醒： 闯关成功的用户务必在今天24:00前参与抽奖，否则 将失去抽奖机会。已抽中奖品或红包但尚未填写收货、领奖信息的用户，请尽快通 过活动页面准确提交资料，以免无法正常领取奖励。 参与指数竞猜的用户中，近八成用户预测沪指收盘点位将高于周四的收盘点位。最 终谁能获得万元大奖，谜底将于2026年收盘后揭晓。 万元现金大奖、现金红包以及潮酷实用好物均已准备妥当，让您在新春佳节的欢乐 氛围中尽情享受多重乐趣，收获马年好财运！ 本次活动将于今日（2月13日15:00）结束，仅剩最后几小时，抓紧时间参与吧！ 活动核心信息 活动时间： 2026年2月9日8:00—2026年2月13日15:00 不设特别门槛，人人都有机会赢取 万元 现金 ！ 参与方式： 点击下方图片参与↓↓↓ 特别提醒：万元现金大奖的最终归属，将在2026年A股最后一个交易日收盘后揭 晓，年度财富悬念，邀您共同见证！ 一重奏：智慧闯关 ...

Core Viewpoint - The trend of elderly residents from Hong Kong moving to mainland cities for retirement is increasing, driven by the lack of adequate elderly care resources in Hong Kong and the appealing living conditions in the Greater Bay Area [2][4]. Group 1: Current Situation and Trends - As of 2024, nearly 100,000 Hong Kong residents aged 65 and above have chosen to settle in Guangdong Province, marking a 40.5% increase over the past decade [2]. - The integration of cities within the Greater Bay Area is accelerating, providing new opportunities for technology, consumption, and economic development, while also facilitating the sharing of elderly care resources [3]. Group 2: Reasons for Moving - Many elderly individuals from Hong Kong are seeking better living environments and more affordable care options, as the local elderly care facilities are often overcrowded and expensive [7][8]. - The cost of living in Shenzhen is significantly lower; for example, a 50 square meter living space with similar services costs around 1.5 million HKD in Shenzhen compared to 50,000 to 60,000 HKD in Hong Kong [8]. Group 3: Elderly Care Facilities - Various elderly care communities in Shenzhen, such as the Qianhai Life Shenzhen Happiness Home, are attracting Hong Kong seniors, with over 50 residents currently living there, primarily aged around 80 [6]. - The "Guangdong Residential Care Service Plan" was initiated in 2014 to provide funding options for Hong Kong seniors wishing to retire in mainland China, with 26 institutions currently participating [10]. Group 4: Challenges and Solutions - Despite the advantages of living in mainland cities, challenges remain regarding medical care and service standards, which need to be addressed to better meet the needs of Hong Kong seniors [3][11]. - The Hong Kong government has introduced measures to facilitate access to medical services in the mainland, including a plan to expand the Elderly Medical Voucher Scheme to cover suitable medical institutions in the Greater Bay Area [15]. Group 5: Future Prospects - The collaboration between Hong Kong and mainland cities in elderly care is expected to deepen, with a focus on improving policy frameworks and service integration to enhance the overall quality of care [12][14].

事关"人工智能+"，深圳最新发文。 今日（2月12日），据深圳工信微信公众号消息，深圳市工业和信息化局近日印发《深圳市"人工智能+"先进制造业行动计划（2026—2027年）》（以下简 称《行动计划》），从打造重点支撑平台、赋能重点产业集群、强化工作保障三个方面提出了13条具体举措，抢抓智能化与工业化交汇融合的历史机遇， 加快人工智能技术与制造业全过程、全要素深度融合。 《行动计划》明确，推动人工智能技术应用于半导体产业链的关键环节，利用AI优化芯片设计、软件代码等领域和环节的效率。以AI芯片为突破口做强 半导体产业，面向AI手机、AI眼镜、智能机器人等各类AI终端需求，研发高性能、高能效专用SoC主控芯片，支持存算一体、存内计算等新型架构处理 器。 深圳重磅发布 2月12日消息，深圳市工业和信息化局近日印发《深圳市"人工智能+"先进制造业行动计划（2026—2027年）》，其中提出，到2027年，在"人工智能+"先 进制造业领域，建成国家人工智能应用中试基地（消费领域移动终端方向），建设工业智能体创新中心，组建工业知识联盟，开放百个应用场景，打造百 个垂直行业模型及工业智能体，推广百个示范应用，形成"一基地 ...

Core Viewpoint - The article highlights a significant surge in the U.S. stock market, particularly in the storage sector, driven by strong economic data and rising memory prices [1][2][8]. Economic Data Summary - The U.S. stock indices opened higher on February 12, with the Dow Jones up 0.6%, S&P 500 up 0.39%, and Nasdaq up 0.24% [4][5]. - Initial jobless claims for the previous week were reported at 227,000, slightly above the forecast of 224,000, while continuing claims were at 1.862 million, compared to an expected 1.85 million [5][6]. - The non-farm payroll report for January showed an addition of 130,000 jobs, exceeding market expectations, and the unemployment rate decreased to 4.3%, below the anticipated 4.4% [5][6]. Storage Sector Summary - Storage concept stocks experienced a collective surge, with Seagate Technology and Western Digital both rising over 11%, SanDisk increasing over 10%, and Micron Technology up nearly 7% [8][9]. - A report from Counterpoint indicated that memory prices are expected to rise by 80%-90% quarter-on-quarter by Q1 2026, driven by significant increases in DRAM prices for general servers [9][10]. - TrendForce revised its forecasts for Q1 DRAM and NAND Flash price increases, with DRAM contract prices expected to rise by 90%-95% and NAND Flash by 55%-60% [10]. - Goldman Sachs has raised its expectations for DRAM supply shortages, predicting a shortfall of 4.9% in 2026 and 2.5% in 2027, marking the most severe shortage in 15 years [10].

Core Viewpoint - The company, Xiechuang Data, announced a significant procurement of servers totaling up to RMB 11 billion to enhance its cloud computing services, which is expected to support its business growth and market expansion [2][4]. Group 1: Procurement Announcement - Xiechuang Data plans to purchase servers from multiple suppliers, with a total contract amount not exceeding RMB 11 billion [2]. - The servers will primarily be used to provide cloud computing services to clients [4]. - The procurement contract represents over 50% of the company's most recent audited net assets and total assets [4]. Group 2: Financial Performance - The company projects a net profit of RMB 1.05 billion to RMB 1.25 billion for 2025, reflecting a year-on-year growth of 51.78% to 80.69% [5][6]. - The focus on intelligent computing, data storage, server remanufacturing, and AIoT smart terminals has driven rapid revenue growth [5]. - The company has reported significant growth in revenue from computing-related services, with multiple projects completed on schedule [6]. Group 3: Market Performance - Since November 2023, Xiechuang Data's stock price has surged approximately 800% [7].

Core Viewpoint - The article highlights the robust supply and preparation of agricultural products in Shenzhen's markets ahead of the Spring Festival, emphasizing the importance of these markets in ensuring food security for the city's residents during the holiday season [2][4][9]. Group 1: Market Supply and Demand - The average daily supply at the Futian Agricultural Wholesale Market is approximately 2,920 tons, with key categories including vegetables (1,100 tons), fruits (620 tons), and various meats (400 tons) [4]. - The market is experiencing a pre-festival purchasing peak, with a daily foot traffic of about 34,000 people and vehicle traffic of around 4,300 [4]. - Prices of agricultural products remain stable compared to regular days, ensuring sufficient supply for both bulk purchases and daily consumption during the festival [4][9]. Group 2: Market Conditions and Infrastructure - The Futian Agricultural Wholesale Market has undergone upgrades, resulting in a clean and organized environment that enhances the shopping experience for consumers [4]. - The integration of information technology and cold chain logistics has improved operational efficiency and transparency in market transactions [4][7]. Group 3: Labor and Operational Dynamics - Workers in the markets, such as unloading personnel, are working long hours to ensure timely delivery of products, reflecting the commitment to maintaining supply during the busy season [8]. - Merchants are preparing for increased demand by reserving stock for the festival, ensuring that supply remains uninterrupted even during the holiday [8][9]. Group 4: Industry Trends - The cold chain logistics sector is identified as a growing industry in China, with significant room for development compared to developed countries [7]. - The industry is expected to evolve towards a more integrated and digitalized model, enhancing the overall efficiency of agricultural supply chains [7].

Market Overview - The A-share market experienced a narrow range of consolidation on February 12, with the Shanghai Composite Index rising by 0.05%, the Shenzhen Component Index increasing by 0.86%, and the ChiNext Index up by 1.32%. The total trading volume for the day was 2.16 trillion yuan, compared to 2 trillion yuan the previous day [1]. Capital Flow - The main funds in the Shanghai and Shenzhen markets saw a net outflow of approximately 12 billion yuan, with an opening net outflow of 31.42 billion yuan and a closing net outflow of 8 billion yuan, resulting in a total net outflow of 11.81 billion yuan for the day [2]. - Over the last five trading days, the main funds have shown a consistent trend of outflow, particularly in the ChiNext, which saw a net outflow of 39.79 billion yuan on February 12, while the CSI 300 index recorded a net inflow of 10.85 billion yuan [3][4]. Sector Performance - The electronics sector achieved a net inflow of 167.93 billion yuan, with a growth of 1.36%. Other sectors with positive net inflows included electric power equipment (143.16 billion yuan, up 1.10%) and computers (81.72 billion yuan, up 0.89%) [5]. - Conversely, the banking sector experienced a significant net outflow of 76.90 billion yuan, declining by 1.51%. Other sectors with notable outflows included non-bank financials (-64.83 billion yuan), pharmaceuticals (-57.24 billion yuan), and retail (-40.91 billion yuan) [5]. Institutional Activity - The top stocks with net buying from institutions included Yingweike (32.02 million yuan, up 10.00%), Zhichuan Co. (22.56 million yuan, down 4.92%), and Jingchen Co. (18.68 million yuan, up 15.75%) [7]. - The stocks with the highest net selling included Jihua Group (-12.02 million yuan, down 14.19%) and Jianxin Culture (-10.16 million yuan, down 14.19%) [9]. Institutional Focus - Recent institutional ratings highlighted stocks such as Guangdong Hongtu (target price 13.00 yuan, current price 12.25 yuan, potential upside 6.12%) and China Duty Free Group (target price 116.00 yuan, current price 94.17 yuan, potential upside 23.18%) [10].

Core Viewpoint - The article highlights a significant trend in the A-share market, where there has been a surge in control changes among listed companies, reflecting increased market activity and strategic repositioning by various stakeholders [2][12]. Group 1: Control Changes in Listed Companies - Since 2025, at least 150 listed companies have announced plans for control changes, averaging one company every two days [2][3]. - As of 2026, over 60 companies have reported progress on control changes, indicating a continuation of this trend [2]. - The majority of control changes are occurring in traditional industries such as chemicals, textiles, and consumer goods, with acquirers including individuals, state-owned enterprises, and investment firms [2][5]. Group 2: Industry Distribution of Control Changes - The distribution of control changes shows that traditional industries dominate, with 12.77% of changes in the oil and petrochemical sector, and significant activity in environmental services, construction, and light manufacturing [5][7]. - Other sectors like agriculture, textiles, and real estate also show notable percentages of control changes, indicating a broad impact across various industries [5][7]. Group 3: Market Capitalization of Companies Involved - A significant portion of companies undergoing control changes are small-cap firms, with 169 companies having a market capitalization below 10 billion yuan, accounting for nearly 80% of the total [8][9]. - Companies with a market cap below 5 billion yuan represent 47.44%, while those between 5 billion and 10 billion yuan make up 31.16% [9][10]. Group 4: Motivations Behind Control Changes - The motivations for these control changes include financial distress among original controlling shareholders, strategic shifts in traditional industries, and pressures from debt [12][14]. - The trend is also driven by the need for new capital and resources to enhance company governance and operational efficiency [11][12]. Group 5: Types of Acquirers - The acquirers in these control changes are primarily state-owned enterprises, industrial capital, and limited partnership firms, with state-owned entities frequently taking over to optimize industrial layouts and stabilize the market [14]. - Industrial capital is also a significant player, often seeking to enhance synergies and expand into new business areas [14].

突发。 环球网援引美国《华尔街日报》2月12日消息称，两艘美国海军舰艇在南美洲附近海域相撞。 美军一名发言人表示，当地时间11日，一艘美军军舰与一艘参与加勒比海军事部署的海军补给舰在进行 燃油补给时发生碰撞，造成两人受轻伤。 美国南方司令部发言人埃马纽埃尔·奥尔蒂斯表示，碰撞原因尚不清楚，事件正在调查中。 据了解，"特鲁斯顿"号于2月6日从其母港诺福克出发，开始执行预定部署任务；"供应"号则长期在加勒 比海地区执行任务。 美媒称，海军舰艇发生碰撞的情况相对罕见，事故一旦发生，后果可能极为严重。2017年6月17日，驱 逐舰"菲茨杰拉德"号在日本以南约90海里处与一艘悬挂菲律宾国旗的集装箱船"ACX水晶"号相撞，导致 7名水兵死亡。仅仅两个月后，即2017年8月21日，另一艘驱逐舰"麦凯恩"号在新加坡附近的马六甲海峡 繁忙航道上被一艘利比里亚籍油轮"阿尔尼克MC"号撞击，船体被撕开一个大洞，造成另外10名水兵溺 亡。 更近的一次事故发生在2025年2月12日，航空母舰"杜鲁门"号在埃及塞得港附近与一艘商船相撞，未造 成人员伤亡。 综合自：环球网、环球时报 责编：李丹 校对：杨立林 另据环球时报，奥尔蒂斯称，发生 ...

又有两家上市公司筹划重大资产重组。 中南文化（002445）2月12日晚间公告，公司正在筹划通过发行股份及支付现金的方式购买江阴苏龙热电有限公司（简称"标的公 司"）控股权并募集配套资金。根据《上市公司重大资产重组管理办法》等相关法律法规规定，本次交易预计构成重大资产重组， 构成关联交易，不构成重组上市。 因有关事项尚存在不确定性，为了维护投资者利益，避免对公司证券交易造成重大影响，根据深圳证券交易所的相关规定， 经公 司申请，公司证券（证券品种：A股股票，证券简称：中南文化，证券代码：002445）自2026年2月13日（星期五）开市起停牌 。 公司预计在不超过10个交易日内披露本次交易方案，即在2026年3月9日（星期一）前按照《公开发行证券的公司信息披露内容与格 式准则第26号——上市公司重大资产重组》的要求披露相关信息，并申请复牌。 公告显示，标的公司成立于1993年12月28日，注册资本24亿元，经营范围包括发电、输电、供电业务；港口经营；特种设备设计； 输电、供电、受电电力设施的安装、维修和试验；特种设备安装改造修理等。 中南文化表示，公司与标的公司控股股东江阴电力投资有限公司签署了《股权收购意向 ...