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全球最大eVTOL首次公开飞行!
证券时报· 2026-02-05 13:22
Core Viewpoint - The article highlights the successful public flight of the world's largest eVTOL, the V5000 Tianji Long, developed by Fengfei Aviation Technology, marking a significant milestone in the eVTOL industry [1][2]. Group 1: Product Development and Features - Fengfei Aviation has introduced the world's first 5-ton eVTOL, the V5000 Tianji Long, which successfully completed a conversion flight, making it the only company to achieve this feat to date [2]. - The V5000 Tianji Long features a maximum range of 250 kilometers for the pure electric version and up to 1500 kilometers for the hybrid version, with a passenger capacity of 10 and the ability to transport ton-level cargo [7]. - The introduction of the Tianji Long represents a significant advancement in eVTOL capabilities, allowing for heavier payloads and longer ranges, thus enhancing the economic feasibility of low-altitude travel and transport [7]. Group 2: Market Potential and Applications - The eVTOL industry is experiencing rapid growth, with increasing demand for point-to-point flights in regions with large distances, such as western provinces of China and Southeast Asian island nations [9]. - The Tianji Long is expected to facilitate direct flights under two hours between locations that currently require significantly longer travel times by high-speed rail or conventional aircraft [7]. - The low-altitude economy is recognized as a promising industry, with government support reflected in recent work reports and the 14th Five-Year Plan [9]. Group 3: Industry Trends and Future Outlook - The integration of the eVTOL supply chain in China is notable, with 75% of eVTOL components derived from the electric vehicle supply chain, indicating a trend of collaboration between automotive and aviation sectors [9]. - The commercial operation of eVTOLs is anticipated to begin in tourism and sightseeing by the end of 2027, positioning China as a global leader in eVTOL commercialization [9].
A股春节休市安排,来了→
证券时报· 2026-02-05 10:52
春节休市安排来了。 2月5日,沪深北交易所均公布了2026年春节休市安排: 2月15日(星期日)至2月23日(星期一)休市,2月24日(星期二)起照常开市。另外,2月14日 (星期六)、2月28日(星期六)为周末休市。 此外,为保证节后交易正常进行,北交所定于2026年2月23日(星期一)9:15至12:00进行交易系 统联调测试。 沪深港通方面,2月15日(星期日)至2月23日(星期一)不提供港股通服务,2月24日(星期 二)起照常开通港股通服务。另外,2月14日(星期六)、2月28日(星期六)为周末休市。 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 豪掷7.17亿美元!美团收购叮咚买菜! 丨 "小洛熙"事件最新通报 丨 重要进展!两家存退市风险 上市公司部分账户被监管冻结 丨 深夜暴跌!芯片股,再传黑天鹅! 丨 又一A股公司,被上交所 开"罚单"!涉强蹭"商业航天""脑机接口"等热点 丨 300828,明起停牌!筹划重大资产重组 丨 利空 突袭!减肥药巨头,股价暴跌 丨 光伏产业链股拉升!传马斯克团队调研,上市公司证实! 丨 煤炭 板块,涨停潮 ...
同比激增157%!1月两融新开户数出炉,券商这项业务迎“开门红”
证券时报· 2026-02-05 10:52
券商两融业务迎来"开门红"。 最新数据显示,2026年1月融资融券新开户数达19.05万户,环比增长29.5%,同比大幅增长157%。市场活跃度提升与政策逆周期调节同步推进, 推动两融余额攀升至历史高位,机构普遍看好其对券商业绩的提振作用。 新开户数超19万同比增长157% 中证数据有限责任公司统计显示,2026年1月两融新开户数达19.05万户,较2025年12月的14.71万户增长29.5%,较2025年1月同期的7.4万户增长 157%。 | | | | | | | | | | 融资融券业务月度统计表 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 时间 | 标的证券数量 H) | | 融资融券交易(亿元) | | | 融资融券余额(亿元) | | 开展融资融券业务证券公 | la | 账户数(户) | | | | | 融资买人金 额 | 融券卖出金 题 | 融资融券交 易金额 | 融资余额 | 融券余额 | 合计 | 证券公司家 කිර | 营业部数量 | 期末账户数 | 本期新开账 户 ...
尾盘异动!20分钟内,两股直拉涨停!大消费集体爆发
证券时报· 2026-02-05 10:00
A股市场超3700股飘绿,有色板块跌幅居前,白银有色、湖南白银跌停,四川黄金逼近跌停;煤 炭、石油、电力等板块集体走低;光伏产业链股集体下挫,捷佳伟创、迈为股份跌超10%,钧达 股份等跌停;银行板块逆市上扬,厦门银行午后涨停,重庆银行涨近6%;影视股集体走高,幸福 蓝海涨超11%,横店影视、金逸影视涨停;零售板块午后崛起,茂业商业、三江购物尾盘异动, 直线拉升涨停;食品饮料股拉升,海欣食品、安记食品涨停。值得注意的是,民爆光电连续4日 涨停续创历史新高。 A股今日(2月5日)整体疲弱,沪指盘中跌超1%,创业板指一度跌超2%;港股尾盘止跌回升, 恒生指数翻红,恒生科技指数一度涨近1%。 具体来看,两市主要股指盘中弱势下探,沪指一度跌超1%,尾盘跌幅有所收窄。截至收盘,沪指 跌0.64%报4075.92点,深证成指跌1.44%,创业板指跌1.55%,北证50指数跌逾2%,沪深北三市合 计成交约2.19万亿元,较此前一日减少逾3000亿元。 港股方面,百胜中国、东方甄选涨超10%,海底捞涨约4%;紫金矿业跌近5%。 银行板块拉升 银行板块今日逆市拉升,截至收盘,厦门银行涨停,重庆银行涨近6%,上海银行涨逾4%,南京 ...
外交部回应美国组建所谓“关键矿产联盟”
证券时报· 2026-02-05 10:00
2月5日,外交部发言人林剑主持例行记者会。 外交部回应美国组建所谓"关键矿产联盟":反对任何国家以"小圈子"规则破坏国际经贸秩序 针对美国组建所谓"关键矿产联盟",外交部发言人林剑5日在例行记者会上回答有关提问时表 示,维护开放、包容、普惠的国际贸易环境符合各国的共同利益,各方都有责任为维护关键矿产 的全球产供链稳定与安全发挥建设性作用。同时,我们反对任何国家以"小圈子"规则破坏国际经 贸秩序。 外交部:中方坚决维护中国企业的正当合法权益 有记者提问,据报道,针对巴拿马最高法院裁决长和集团在巴特许经营合同违宪,4日,长和集 团发表公告表示强烈反对巴方有关裁决,将就此发起国际仲裁,并保留诉诸进一步法律程序的权 利。中方对此有何评论? 林剑表示,中方将坚决维护中国企业的正当合法权益。 综合自:央视新闻、新华社 责编:万健祎 校对: 彭其华 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 外交部:巴拿马最高法院有关裁决严重损害中国香港企业的合法权益 有记者提问,中方 ...
豪掷7.17亿美元!美团收购叮咚买菜!
证券时报· 2026-02-05 10:00
美团以约7.17亿美元对价,收购叮咚买菜中国业务。 2月5日,美团于香港联交所发布公告,将以约7.17亿美元的初始对价,完成对叮咚买菜中国业务100%股权的收购。 根据协议,转让方可从目标集团提取不超过2.8亿美元的资金,但需确保目标集团净现金不低于1.5亿美元。此次收购将使目标公司成为美团的间 接全资附属公司,其财务业绩将并入美团的财务报表。这意味着,叮咚买菜的现有股东最多可获得9.97亿美元。 公告显示,叮咚买菜海外业务不在本次交易范围内,将在交割前完成剥离。交易过渡期内,叮咚买菜将按照交易前的模式继续经营。 叮咚买菜创立于2017年,是国内领先的生鲜即时零售平台,主打"最快29分钟送达"。公司于2021年登陆纽交所。2025年三季度,叮咚买菜实现营 收66.6亿元人民币,创历史季度最高;净利润0.8亿元人民币,连续7个季度实现GAAP标准下盈利。 截至最新收盘,叮咚买菜市值为6.94亿美元。2月5日,叮咚买菜美股盘前大幅拉升,一度涨近10%,目前涨幅收窄至5.31%。 美团公告称,公司高度重视即时零售业务。叮咚买菜追求"好用户、好商品、好服务、好心智"的理念,与美团"帮大家吃得更好,生活更好"的使 命十 ...
确认!张忆东,入职海通国际!
证券时报· 2026-02-05 10:00
Group 1 - Zhang Yidong, the former global chief strategy analyst of Industrial Securities, is set to join Haitong International Securities as a committee member, head of the equity research department, and chief economist [1] - Zhang aims to enhance Haitong International's research capabilities and implement the group's strategy for integrated research operations both domestically and internationally, leveraging resources from the headquarters and subsidiaries [1] - The strategy focuses on attracting foreign investment back to China and increasing foreign holdings in the Chinese stock market while also strengthening overseas research capabilities to meet the asset allocation needs of Chinese institutions abroad [1][2] Group 2 - Zhang Yidong emphasizes four key investment opportunities for 2026: growth sectors such as AI, military industry, energy technology, new consumption, and innovative pharmaceuticals; strategic high-yield assets in a low-interest-rate environment; traditional industries benefiting from supply chain restructuring and globalization; and core assets like gold and rare earths amid global order restructuring [3] - Zhang has expressed strong confidence in both A-shares and Hong Kong stocks, highlighting the importance of focusing on structural highlights and medium to long-term development while downplaying short-term economic fluctuations [2] - The macroeconomic outlook for 2026 includes an expected improvement in nominal GDP growth and a moderate recovery in inflation compared to 2025 [2]
肖杰被查!
证券时报· 2026-02-05 10:00
海南省人大常委会原党组成员、副主任肖杰涉嫌严重违纪违法,目前正接受中央纪委国家监委纪 律审查和监察调查。 来源:新华社 责编:万健祎 校对: 彭其华 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 "小洛熙"事件最新通报 丨 重要进展!两家存退市风险上市公司部分账户被监管冻结 丨 深夜暴 跌!芯片股,再传黑天鹅! 丨 又一A股公司,被上交所开"罚单"!涉强蹭"商业航天""脑机接口"等热 点 丨 300828,明起停牌!筹划重大资产重组 丨 利空突袭!减肥药巨头,股价暴跌 丨 光伏产业链 股拉升!传马斯克团队调研,上市公司证实! 丨 煤炭板块,涨停潮! 丨 芯片股大跌! 证 券 时 报 新 媒 体 矩 阵 总 自 P 数据宝 人民财讯 券商中国 e公司 全景财经 北证 新財富 TRustway 杂志 期货回报 资讯 期货日报 创业资 ...
预计增速5.5%左右!2026年机械工业利好因素积累增多
证券时报· 2026-02-05 08:06
2月5日,中国机械工业联合会发布数据显示,2025年,机械工业规模以上企业增加值同比增长8.2%,增速高于全国工业和制造业2.3和1.8个百分点。 实现营业收入33.2万亿元,总量创新高。实现利润总额1.7万亿元,增速由上年的下降转为增长,同比增长5.9%。 中国机械工业联合会副会长叶定达表示,2025年机械工业经济运行呈高位趋缓、稳中有进态势,行业表现出向新、向优的特点。2026年支撑行业 高质量发展的有利条件也在不断积累和增多,预计行业全年主要指标增速在5.5%左右。 营收利润双增 外贸格局不断优化 2025年,机械工业经济运行呈高位趋缓、稳中有进态势。全年机械工业规模以上企业增加值同比增长8.2%。主要涉及的五个国民经济行业大类 增加值均实现增长。其中,汽车制造业继续发挥引领作用,增速达11.5%;电气机械和通用设备制造业保持较高增长水平,分别增长9.2%和 8.0%;专用设备和仪器仪表制造业运行平稳,分别增长4.3%和6.1%。 在"两重""两新"等政策带动下,机械工业产销形势整体好于上年。重点监测的122种主要机械产品中,85种产品产量同比增长,较上年增加13 种,增长面69.7%。特别是汽车产销再 ...
“小洛熙”事件最新通报
证券时报· 2026-02-05 08:06
Core Viewpoint - The article discusses the investigation and findings related to the tragic death of a child, referred to as "Xiao Luoxi," following heart surgery at Ningbo University Affiliated Women and Children's Hospital, highlighting the medical team's negligence and the subsequent accountability measures taken against responsible personnel and the hospital [2][9]. Group 1: Patient Diagnosis and Treatment - The patient, diagnosed with mixed atrial septal defect, coronary sinus atresia, and pulmonary hypertension, underwent surgery on November 14, 2025, but unfortunately passed away due to heart and respiratory failure [3]. - The investigation revealed that the medical team failed to adequately assess the surgical risks and did not conduct a sufficient pre-operative evaluation, which contributed to the patient's death [9]. Group 2: Medical Accident Investigation - An administrative investigation was initiated on November 17, 2025, leading to a technical appraisal of the medical accident, which concluded that the case was classified as a Class I medical accident, with the medical team bearing primary responsibility [6]. - The expert panel identified several medical errors, including insufficient pre-operative discussions, inappropriate timing for surgery, and inadequate post-operative monitoring, all of which were directly linked to the patient's death [4][5]. Group 3: Accountability and Institutional Response - The investigation led to significant consequences for the medical staff involved, including the dismissal of the lead surgeon and the anesthesiologist, as well as the revocation of medical licenses for key personnel [8]. - The hospital was found to have systemic issues, including inadequate medical quality management and poor communication with patients, prompting regulatory authorities to mandate corrective actions and impose penalties [8][9].