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优质科创企业利好!再融资限制获差异化松绑,“靶向发力”支持科技创新
证券时报· 2026-02-09 15:21
最新解读。 2月9日,沪深北交易所宣布优化再融资一揽子措施。 本次一揽子优化举措中,沪深北交易所坚持目标导向、问题导向,聚焦影响再融资功能充分发挥、 各方反映集中的突出问题,优化再融资机制安排,打通卡点堵点,进一步提高再融资效率;坚持扶优限劣、支持科技创新原则,加大对优质上市公司再融 资的支持力度,引导资源向新质生产力领域集聚;坚持把防风险、强监管摆在突出位置,既要"放得活"又要"管得好",着力构建活而有序的市场秩序;坚 持稳中求进,区分不同情形,稳步有序推进,成熟一项、推出一项。 主板科创企业迎政策红利 针对科创企业"轻资产、高研发、重投入"的发展特征,此次改革的核心抓手之一是将科创板、创业板试点成熟的"轻资产、高研发投入"认定标准扩展至沪 深主板,补齐主板科创企业的融资政策短板,回应市场长期以来的诉求。 具体来看,本次优化举措基于沪深两市主板公司类型多元的实际发展现状,契合主板优质创新企业的资金需求特点,增加主板上市公司"轻资产"认定标准 为实物资产占总资产比重不高于20%,"高研发投入"认定标准为最近3年平均研发投入占营业收入比例不低于15%,或者最近3年累计研发投入不低于3亿 元且最近3年平均研发投入 ...
习近平:建设社会主义现代化强国,关键在科技自立自强
证券时报· 2026-02-09 14:23
訂請未来 I C I 2000 8 ◎新华社 B 国家信息技术应用创新展示中心 VE ITHER FEREE THE FORDER FREE THE WARRETH A WAR TEMMANA 一合 @新华社 来 源:新 华 社 微 博 9日上午,习近平总书记在位于北京亦庄的国家信创园考察科技创新工作,走进展厅察看人工智能、机 器人等科技创新成果展示,并同科研人员和科技企业负责人代表亲切交流。习近平说,建设社会主义现 代化强国,关键在科技自立自强。要充分发挥我们国家集中力量办大事的优势,把各种优质要素集合起 来攻关,加快解决突出短板问题,实现我们的战略目标。 责 编:李 丹 校 对:祝 甜 婷 ...
蔚来召回部分纯电动汽车
证券时报· 2026-02-09 12:24
Group 1 - NIO Inc. is recalling a total of 246,229 ES8, ES6, and EC6 electric vehicles produced between March 16, 2018, and January 16, 2023, due to a software issue that may cause temporary blackouts of the instrument panel and central control screen, posing safety risks [2][3] - The recall will be executed through over-the-air (OTA) software updates to versions Aspen 3.5.6, Alder 2.1.0, or higher, with users of vehicles that cannot be updated via OTA being contacted for service center appointments [2] - Users will be notified through mobile apps, SMS, and phone calls, and can also reach out to NIO's customer service for more information [3] Group 2 - Zeekr Intelligent Technology Co., Ltd. is recalling 38,277 units of the Zeekr 001 WE version, produced between July 8, 2021, and March 18, 2024, due to potential safety hazards related to high-pressure battery components that may lead to battery performance degradation and thermal runaway [4] - The company will conduct inspections or remote diagnostics on the recalled vehicles and will replace battery assemblies for those that have not yet been changed, free of charge [4] - Zeekr will also notify vehicle owners through phone, SMS, and apps, and provide emergency support services in case of battery-related issues [5]
突发!002731,被证监会立案!
证券时报· 2026-02-09 12:24
公告突发。 ST萃华(002731)2月9日晚间公告,公司于近日收到中国证券监督管理委员会(简称"中国证监会")下发的 《立案告知书》,因公司涉嫌信息披露违法违规,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,中国证监会决定对公司立案。 公告称,目前公司部分经营活动和业务尚能开展。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,并严格按照相关法律法规的规定和监管要求及时履行信息披露义务。 | 公司名称 | | 冻结账户个数 | | | | --- | --- | --- | --- | --- | | | 基本户 | 一般户 | 保证金户 | 小计 | | 沈阳萃华金银珠宝股份有限公司 | 1 | 10 | | 11 | | 深圳市萃华珠宝首饰有限公司 | 1 | 23 | | 24 | | 萃华廷(北京)珠宝有限公司 | 1 | 3 | | 4 | | 沈阳萃华珠宝有限公司 | 1 | 5 | | 6 | | 合计 | র্ব | 41 | | વેટ | ST萃华表示,经慎重判断,公司基于谨慎原则认为,属于主要银行账户被冻结的情形,触及深圳证券交易所 《股票上市规则(202 ...
7部门:对美团、淘宝闪购、京东秒送等16家企业开展用工行政指导
证券时报· 2026-02-09 12:24
Group 1 - The Ministry of Human Resources and Social Security, along with six other departments, is conducting administrative guidance on labor practices for major platform and express delivery companies [1] - The companies involved include Meituan, Taobao Flash Purchase, JD Instant Delivery, and several others, totaling 16 enterprises [1] - The meeting emphasized the need for these companies to fully implement their responsibilities regarding labor management and to ensure the rights of new employment form workers are protected [1]
603132,拟收购金矿资产
证券时报· 2026-02-09 11:09
最新公告。 金徽股份(603132)2月9日晚间公告,公司以现金方式收购徽县福圣矿业开发有限公司(简称"福圣矿业")100%股权,收购对价 为2.1亿元,资金来源为公司自有资金。交易完成后,福圣矿业将成为公司全资子公司,纳入公司合并报表范围。 根据公告,福圣矿业拥有1宗采矿权,矿权名称为徽县福圣矿业开发有限公司徽县老圣沟金矿,开采矿种为金矿,生产规模为5万 吨/年,矿区面积1.2022平方公里,有效期至2035年4月20日。 截至储量核实基准日(2014年10月31日),矿区范围内保有矿石量 771,574.28t,Au金属量1,626.43kg,Au平均品位2.11g/t。 公告显示,交易标的产权清晰,不存在抵押、质押及其他任何限制转让的情况,不涉及诉讼、仲裁事项或查封、冻结等司法措 施,不存在妨碍权属转移的其他情况。不属于失信被执行人。 金徽股份表示,福圣矿业所拥有的老圣沟金矿采矿权地处徽县嘉陵境内,属于徽县—两当金矿成矿带,该区域成矿条件好,金矿 品位高,资源禀赋优势明显。本次交易能够推动公司业务拓展,符合公司发展战略,有利于将黄金资源开发培育为公司新的经济 增长点,进一步增强资源储备,从而提升可持续发 ...
发购房补贴、加大信贷支持、给予退税优惠……重庆发布22条稳楼市新政
证券时报· 2026-02-09 11:09
Core Viewpoint - The article discusses new policies introduced by Chongqing and Jiangsu provinces aimed at stabilizing the real estate market through various measures to enhance housing supply, reduce purchasing costs, and encourage transactions in the housing market [1][4][10]. Group 1: Chongqing's New Policies - Chongqing has released 22 measures to stabilize the real estate market, focusing on optimizing housing supply and reducing costs for homebuyers [1][4]. - The new policies include subsidies for families with multiple children, offering 20,000 yuan for families with two children and 30,000 yuan for families with three children when purchasing new homes in urban areas [5]. - First-time homebuyers in urban areas without previous purchase records can receive a subsidy of 0.5% of the total transaction amount for their new home [5]. - Residents selling an existing home within one year and purchasing a new one can receive a 1% subsidy on the new home's transaction amount [6]. - The policies also include adjustments to housing loan regulations, allowing families with no existing homes to benefit from first-home loan policies regardless of previous loan usage [6][7]. Group 2: Jiangsu's Policy Initiatives - Jiangsu province is also working on dynamic improvements to its real estate support policies, focusing on stabilizing market confidence and expectations [8][10]. - The provincial government is engaging with real estate professionals to gather insights and suggestions for effective policy measures [9][10]. - Emphasis is placed on tailored strategies for different cities and demographics, including initiatives for urban renewal and the use of existing land [11].
李强签署国务院令
证券时报· 2026-02-09 11:09
四是规范自然保护区设立。 明确设立自然保护区应当具有的条件;将地方级自然保护区统一整合为省级自然保护区;规定自然保护区区域范围的划定应 当统筹考虑自然生态系统等保护对象分布区域的完整性、管理可行性和周边经济社会发展的需要。 五是强化自然保护区保护管理。 规定对自然保护区实行整体保护、系统修复、综合治理;加强监测网络体系建设,及时评估和预警生态风险;自然保护 区核心保护区内原则上禁止人为活动,一般控制区内严格限制人为活动;自然保护区管理机构应当建立日常巡护制度,制定突发事件应急预案;加强对自 然保护区保护情况的监督检查。 六是严格法律责任。 进一步明确应予处罚的违法行为种类和执法主体,加大处罚力度。 中华人民共和国自然保护区条例 国务院总理李强日前签署国务院令,公布修订后的《中华人民共和国自然保护区条例》(简称《条例》),自2026年3月15日起 施行。 《条例》旨在高质量推进自然保护区建设,加强对自然保护区的保护和管理,全面推进生态文明和美丽中国建设,加快推进人与自然和谐共生的现代化。 《条例》共5章48条,主要修订了以下内容。 一是完善自然保护区功能定位。 根据自然保护地类型划定有关标准,将自然保护区界定为 ...
小米百度站台,鹿客科技冲刺AI智能锁第一股
证券时报· 2026-02-09 11:09
Core Viewpoint - Luoketech is preparing for an IPO on the Hong Kong Stock Exchange, aiming to become the first publicly listed company focused on AI smart locks, with significant backing from major investors like Baidu and Xiaomi [1][2][7]. Company Overview - Founded in 2014, Luoketech specializes in smart locks and comprehensive security solutions for homes and communities, achieving the highest global shipment volume of vein recognition smart locks [2][5]. - The company was previously known as Yunding Technology and rebranded in 2022, focusing on smart security with its core product being the "Lockin Luoke" smart door lock [4]. Product Development - Luoketech has pioneered several innovations in smart lock technology, including the first integrated apartment smart lock system in 2015 and the first mass-produced vein recognition smart lock in 2021 [4]. - The company plans to evolve beyond hardware manufacturing to become an "AI home security steward," integrating AI algorithms and sensing technologies into its products [4]. Market Position - According to Frost & Sullivan, Luoketech is the first company to achieve large-scale production of vein recognition smart locks, with a projected market share of 10.5% in 2024 [5]. - The company ranks fourth globally in smart lock shipments, holding a market share of 2.6% [5]. Financial Performance - In 2023, Luoketech reported revenues of 1.01 billion RMB, with projections of 1.09 billion RMB for 2024 and an 11.5% increase in revenue to 773.58 million RMB in the first three quarters of 2025 compared to the same period in 2024 [6]. - The company's profit for 2023 was 14.03 million RMB, increasing to 53.11 million RMB in 2024, with a profit of 31.98 million RMB in the first three quarters of 2025 [6]. Business Structure - Luoketech's revenue is primarily derived from three segments: ODM (Original Design Manufacturing), proprietary brand consumer products, and commercial solutions [5]. - The ODM business contributed 476 million RMB in revenue for the first three quarters of 2025, accounting for 61.6% of total revenue, while proprietary brand consumer product revenue decreased to 159 million RMB [5]. Shareholder Composition - The founder, Chen Bin, controls 30.35% of the company, with Baidu being the largest external investor at 18.43% [8][9]. - Other notable investors include Shunwei Capital and Fosun Group, indicating strong backing from prominent venture capital firms [8]. Sales Channels - Luoketech markets its proprietary brand "Luoke" through major e-commerce platforms, partner networks, and offline stores, while also providing ODM services to brands like Xiaomi [10]. - The company aims to expand its reach, with a target shipment volume of 1.3 million units by 2025, covering over 50 countries and regions [10].
事关美联储“缩表”!美国财长,紧急发声
证券时报· 2026-02-09 09:57
关于市场对美联储"缩表"的担忧情绪,美国财长贝森特在最新的讲话中表示,即便是在美联储主席提名人凯文·沃什的领导下,他不认为美联储会迅速采 取缩减资产负债表的行动。他还强调,沃什将会是一位非常独立的美联储主席。 当前,沃什长期主张的一项核心议题正在华尔街引发热议。沃什曾表示支持通过建立1951年美联储—财政部协议的新版本,来彻底改革这两个机构之间的 关系。有分析人士指出,若此次改革仅是行政程序上的微调,对规模达30万亿美元的国债市场短期影响有限。但若涉及对美联储当前逾6万亿美元证券组 合的重大调整,则可能加剧市场波动,并根据具体情景引发对美联储独立性的更深层担忧。 贝森特紧急"灭火"! 高盛还指出,沃什不会推动美联储资产负债表大幅缩减,因为内部对"充足准备金"框架有广泛支持。 贝森特最新发声 美东时间2月8日,美国财长贝森特表示,即便是在美联储主席提名人凯文·沃什的领导下,他不认为美联储会就缩减其资产负债表迅速采取行动。 贝森特在最新播出的节目中表示,美联储可能需要长达一年的时间来做出有关其资产负债表的决策,沃什将会是一位非常独立的美联储主席。 贝森特说道:"至于美联储打算如何调整资产负债表,这将由他们自主决定 ...