Workflow
证券时报
icon
Search documents
利好!国办最新印发!
证券时报· 2026-02-11 10:16
《意见》指出,一要推动电力资源在全国范围内优化配置,优化全国统一电力市场体系实现路径,完善 跨省跨区电力交易制度。二要健全电力市场各项功能,全面建设更好发现价格、调节供需的现货市场, 持续完善保障电力安全稳定供应的中长期市场,加快建设支撑电力系统灵活调节的辅助服务市场,完善 更好实现环境价值的绿色电力市场,建立可靠支撑调节电源建设的容量市场,打造规范有序、便捷高效 的零售市场。三要促进各类经营主体平等广泛参与电力市场,进一步推动发电侧、用户侧和新型经营主 体参与电力市场。四要构建全国统一的电力市场制度体系,统一电力市场规则体系,健全电力市场治理 体系,完善电价形成机制,统一电力市场技术标准,建立全国统一的电力市场信用制度。五要强化政策 协同,加强电力规划与电力市场的衔接协同,加强应急处置与风险防控体系建设,建立电力市场评价制 度。 《意见》要点: 进一步推动电力交易平台互联互通、交易信息共享互认,电力市场经营主体"一地注册、全国共 享"。条件成熟时,研究组建全国电力交易中心。 在确保安全前提下,科学安排跨省跨区优先发电规模计划,合理扩大省间自主市场化送电规模, 加强多通道集中优化。 充分发挥现货市场发现实时价 ...
集体飙涨!600176市值突破千亿大关
证券时报· 2026-02-11 09:02
今日(2月11日),沪指在4100点上方窄幅震荡整理,创业板指等弱势下探;港股震荡上扬,恒生科技指数一度涨超1%。 具体来看,沪指盘中窄幅震荡上扬,创业板指走势疲弱。截至收盘,沪指微涨0.09%报4131.98点,深证成指跌0.35%,创业板指跌1.08%,科创综指跌 0.79%,沪深北三市合计成交约2万亿元,较此前一日减少逾1200亿元。 A股市场超3200股飘绿,短剧游戏、影视股等集体下挫,海看股份、幸福蓝海等跌超10%,横店影视跌停;有色板块强势,钨概念股亮眼,翔鹭钨业、章 源钨业均涨停并创出新高;化工板块拉升,百川股份近11个交易日斩获8板,醋化股份连续两日涨停; 玻纤概念集体爆发,国际复材20%涨停,中国巨石 (600176)涨停,市值突破千亿元大关 。值得注意的是,光线传媒今日拉升,盘中一度大涨近17%,收盘涨约5%,全日成交138.8亿元,居A股成交额第 三位。 港股方面,紫金黄金国际涨超9%,哔哩哔哩涨逾5%,腾讯音乐、小米集团、金蝶国际涨逾4%;泡泡玛特跌逾5%,中国人寿跌近4%。 有色板块强势 有色板块盘中强势拉升,钨概念股表现亮眼。中钨高新午后涨停,翔鹭钨业、章源钨业双双涨停并创出新高, ...
载人登月,有重要突破!
证券时报· 2026-02-11 09:02
版权声明 据了解,此次试验具有新型号火箭、新型号飞船、新发射工位,以及火箭、飞船海上回收新任务等诸多亮点,参加试验的火箭和飞船 均为初样状态。其中,火箭采用芯一级单级构型,前期进行了两次系留点火试验;飞船返回舱前期进行了零高度逃逸飞行试验。为开 展此次试验,相关参试产品均按照可重复使用要求和流程完成了适应性改造,文昌航天发射场按照边建设边使用的策略克服各种困难 确保试验如期实施,着陆场系统围绕飞船返回舱首次海上溅落回收技术难点开展针对性训练和演练。 11时00分,地面试验指挥中心下达点火指令,火箭点火升空,到达飞船最大动压逃逸条件,飞船接收火箭发出的逃逸指令,成功实施 分离逃逸。火箭一级箭体和飞船返回舱分别按程序受控安全溅落于预定海域。 此次试验是长征十号运载火箭首次初样状态下的点火飞行,是 我国首次飞船最大动压逃逸试验,是我国首次载人飞船返回舱和火箭一 级箭体海上溅落,也是文昌航天发射场新建发射工位首次执行点火飞行试验任务 。此次试验成功验证了火箭一级上升段与回收段飞 行、飞船最大动压逃逸与回收的功能性能,验证了工程各系统相关接口的匹配性, 为后续载人月球探测任务积累了宝贵飞行数据和工 程经验。 来源:人民 ...
最新公布!CPI统计口径调整,新增洗碗机、医美服务等新消费分类
证券时报· 2026-02-11 09:02
Core Viewpoint - The article discusses the release of the Consumer Price Index (CPI) and Producer Price Index (PPI) data for January, marking the first data release based on the new 2025 benchmark, indicating a slight overall impact from the benchmark rotation on the indices [1][3]. Group 1: CPI Analysis - In January, the CPI increased by 0.2% month-on-month and year-on-year, with core CPI (excluding food and energy) showing a moderate increase [1][8]. - The CPI's year-on-year growth was affected by the Spring Festival's timing and international oil price fluctuations, with food prices decreasing by 0.7%, impacting the CPI by approximately 0.11 percentage points [8]. - The core CPI rose by 0.8% year-on-year, indicating a continued recovery in consumer demand, with a month-on-month increase of 0.3%, the highest in six months [8]. Group 2: PPI Analysis - The PPI rose by 0.4% month-on-month, marking the fourth consecutive month of increase, while the year-on-year decline narrowed to 1.4% [10]. - The increase in PPI is attributed to the ongoing construction of a unified national market, which has led to price increases in certain industries, such as cement and lithium-ion battery manufacturing [10][11]. - Input factors, including international metal prices, have influenced domestic prices, with significant increases in the prices of silver, copper, and aluminum [11]. Group 3: Benchmark Rotation Changes - The benchmark rotation introduced new categories reflecting modern consumption trends, such as home security devices and internet medical services, expanding the coverage of new economic sectors [3][4]. - The number of CPI survey points increased to approximately 120,000, covering around 620,000 specifications, which is a significant expansion compared to the previous benchmark [3]. - The new weightings in the CPI are more aligned with current consumer spending patterns, with an increase in the service category's weight and a decrease in consumer goods [5][6].
泽连斯基将公布总统选举计划
证券时报· 2026-02-11 09:02
据英国《金融时报》11日援引消息人士的话报道,乌克兰总统泽连斯基将于24日公布关于总统选举和公 投的计划。 泽连斯基14日表示,已收到美国总统特朗普关于乌总统选举的"信号","这些'信号'来自美国、还 是来自俄罗斯,我目前不想评价"。泽连斯基还说,他"不会固守总统职位",已告知乌最高拉达的 议员们做好短期内举行选举的预案。 综合自:新华社、央视新闻 普京再谈乌克兰总统选举 泽连斯基回应 针对俄罗斯总统普京有关"乌克兰政府须通过选举获得合法性"的言论,乌克兰总统泽连斯基20日 回应说,乌克兰何时举行选举不应由普京决定。 泽连斯基2019年当选并就任乌克兰总统,其5年任期应于2024年5月结束。乌克兰危机2022年2月 全面升级后,乌克兰进入战争状态,未能如期在2024年3月举行新一届总统选举。 普京2025年12月19日在莫斯科的"年度盘点"活动上说,如果乌克兰举行总统选举,俄方愿考虑在 乌克兰选举当天停止空袭乌纵深地区。他强调,乌克兰政府必须获得合法性,没有选举,这一点 不可能实现。 泽连斯基2025年12月20日在乌首都基辅会晤到访的葡萄牙总理蒙特内格罗,双方签署关于建立海 上无人艇生产伙伴关系的联合声明。 ...
历史新高!百亿私募,已达122家
证券时报· 2026-02-11 09:02
Group 1 - The core viewpoint of the article highlights that the number of private equity firms managing over 10 billion yuan has reached a historical high of 122 as of the end of January 2026, indicating a significant growth in the industry [1][4]. - The "Matthew Effect" in the private equity sector is becoming more pronounced, with over 90% of these firms reporting positive returns, averaging a gain of 6.41% in January 2026 [2][9]. - The increase in the number of billion-yuan private equity firms is attributed to several factors, including a recovering market environment, increased fundraising efficiency among leading firms, and a rise in industry concentration [4][5]. Group 2 - The geographical distribution of these firms shows a significant concentration in major cities, with Shanghai having 57 firms, Beijing 29, and Shenzhen 10, reflecting the advantages of financial infrastructure and talent in these regions [6][7]. - Among the billion-yuan private equity firms, 38 have more than 50 employees, and 15 have over 100 employees, indicating a trend towards larger operational scales [7]. - In terms of investment strategies, 86 firms focus on equity strategies, 16 on multi-asset strategies, 8 on bond strategies, and 4 on futures and derivatives strategies, showcasing a diverse approach within the industry [7]. Group 3 - The performance of private equity firms in January 2026 was strong, with 78 out of 80 firms reporting positive returns, demonstrating their ability to navigate market fluctuations effectively [9]. - The distribution of returns showed that 28 firms had returns below 5%, 41 firms had returns between 5% and 9.99%, and 9 firms exceeded 10%, indicating a varied performance landscape [9]. - The positive performance is attributed to improved market sentiment and strategic adjustments made by firms at the end of the previous year [9].
上海“十五五”工作重点来了
证券时报· 2026-02-11 09:02
Core Viewpoint - The "15th Five-Year Plan" for Shanghai emphasizes comprehensive deepening of high-level reform and opening up, aiming to establish a higher-level open economic system and enhance the city's role as a global innovation center [1][3]. Group 1: Major Indicators and Initiatives - The "15th Five-Year Plan" sets 20 key indicators, including 14 expected indicators and 6 binding indicators, along with 13 major initiatives for the period [1]. - Shanghai aims to strengthen its role as a global supply chain management hub, enhancing its service capabilities and increasing container throughput to over 58 million TEUs and air cargo volume to around 4.7 million tons by 2030 [3]. Group 2: Innovation and Technology Development - Shanghai will collaborate with Jiangsu, Zhejiang, and Anhui provinces to build a world-class technology innovation source, focusing on original innovation and high-end industry leadership [7]. - The plan includes the establishment of a Long Triangle technology policy mutual recognition list and a major technology infrastructure alliance to promote resource sharing [1][7]. Group 3: Financial Market Enhancements - Shanghai's financial openness has been reinforced with mechanisms like "Bond Connect," "Southbound Trading," and "Swap Connect," with over 30% of licensed financial institutions being foreign [5]. - The city will enhance financial market connectivity and introduce more international financial products, aiming to improve the international influence of "Shanghai pricing" [5].
哥伦比亚总统,险遭暗杀!被迫改变航线,公海上空飞行4小时
证券时报· 2026-02-11 04:39
哥伦比亚总统称自己险遭暗杀。 当地时间2月10日,哥伦比亚总统佩特罗在一场电视直播的内阁会议上表示,他再次遭遇未遂袭 击。 哥伦比亚国防部长桑切斯随后在社交媒体上说,哥政府已动员全部武装力量搜寻基尔奎。数小时 后,桑切斯说,当地卫队已经找到基尔奎及其安保团队,所有人都平安。 综合自:央视新闻、新华社 责编:万健祎 校对: 盘达 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。 佩特罗10日说,他9日晚乘直升机前往科尔多瓦省途中,因面临暗杀威胁而被迫改变航线,在公 海上空飞行4小时后才在非预定地点降落。 佩特罗称,前一晚他与孩子们乘坐的直升机原计划降落时,因接获"有人将开枪射击"的安全警 报,被迫临时改变航线。佩特罗说,因担心直升机遭到地面火力袭击,他未能按计划在预定地点 降落。"我不得不承认,我是在躲避暗杀。9日晚预定降落的地点甚至没有开启照明信号。为确保 安全,我们在公海上空飞行了4小时,最终在非预定地点降落。" 佩特罗透露,当时他的子女也在飞机上。据佩特罗描述,自他2022年执政以来,一个"新的贩毒 集团"一直在策划针对他的暗杀行 ...
追觅俞浩公开喊话挖角余承东!网友:俞总调戏余总!
证券时报· 2026-02-11 04:39
Core Viewpoint - The CEO of Chasing Technology, Yu Hao, has made headlines by inviting Huawei's executive Yu Chengdong to join his company, aiming to leverage Yu's industry influence for Chasing's growth and potential expansion into new sectors like automotive and mobile devices [2][3][5]. Group 1 - Yu Hao publicly invited Yu Chengdong to join Chasing Technology, stating that he would support any ideas Chengdong has without restrictions [2][3]. - The invitation sparked significant discussion on social media, with various comments suggesting that Yu Hao's approach was a strategic move to enhance Chasing's visibility and attract talent [4][5]. - Yu Hao's personal social media account has since deleted the post inviting Yu Chengdong, indicating a possible reconsideration of the public approach [5]. Group 2 - Yu Hao has expressed ambitious goals for Chasing Technology, claiming he aims to create the world's first company valued at one hundred trillion dollars, positioning Chasing as a future leader in its industry [6]. - He has publicly criticized Elon Musk's Mars colonization plans and predicted that Tesla will eventually become obsolete in the electric vehicle market, likening it to iRobot [7].
雷军:初代SU7正式停产
证券时报· 2026-02-11 04:39
小米汽车初代SU7正式停产。 2月11日,小米创始人、董事长兼CEO雷军表示,前几天,随着最后一辆车下线,初代SU7正式停产了。雷军称,第一代SU7从2024年4月开始交 付到2026年2月,不到2年时间,交付总量超过了38.1万辆。 就在前一日,雷军进行了春节前最后一场直播,在直播中,他表示,新一代SU7卡布里蓝实车已经在小米汽车工厂店展厅开始展示,2月13日开 始将在北京、上海、杭州、广州、深圳、成都、武汉的Mall店进行展示。 雷军介绍,新一代SU7对底盘、电机、电池等核心大件进行了大升级。全系标配了前245mm、后265mm宽胎,抓地力更强。在安全层面,新车全 系标配2200MPa超强钢,进一步提升了前后门防撞梁的承载与吸能表现;同时,全系标配9个安全气囊,并配备1500MPa前防刮底横梁,强化电 池防护能力。在智能驾驶方面,新一代SU7全系标配激光雷达、4D毫米波雷达与700TOPS 辅助驾驶算力,搭载Xiaomi HAD 端到端辅助驾驶系 统。 据雷军最新透露,新一代SU7预计4月份上市。 综合自:雷军微博 责编:万健祎 校对: 盘达 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 ...