在楼市政策驱动及翘尾行情效应下，多个重点城市的二手房市场在刚刚过去的1月展现出十足 的"韧性"，特别是成交量明显回升。对于2026年的楼市，市场又多了一份期待。 那么，多个重点城市的二手房市场在"淡季"实现增长，背后传递了怎样的信号？ 在广东省住房政策研究中心首席研究员李宇嘉看来，重点城市二手房市场在1月实现增长，背后 原因包括楼市的舆论环境得到"净化"、股市等金融市场带来的"财富效应"以及优质学位房成交提 前回暖等。"多个重点城市的二手房市场进入探底阶段，从部分板块、人群来看，房价收入比、 租售比已经开始趋于合理。不过，探底到触底企稳以及夯实底部基础，仍需要多方共同发力，包 括行业层面促进一二手房的交易循环，继续降低交易成本，净化交易环境和秩序，也包括修复居 民在就业、收入和预期等层面的信心。" 在深圳工作10年的程海（化名）终于在刚刚过去的1月卖掉了手上的小两室，他的经历与许多正 在卖房的业主相似。 "2017年，我在罗湖布心片区买了一套60平方米左右的小两室。由于家庭成员的增加，这两年一 直想置换。"他对记者表示，可惜的是价格"越等越跌"，目前的成交价几乎回到他当年购买时的水 平。 他告诉记者，每次有客 ...

近日，十部门联合发布《低空经济标准体系》，覆盖航空器、基建、空管等五大板块，明确到 2030年基本形成结构优化、先进合理、国际兼容的低空经济标准体系。标准落地不是终点，唯有 破解空域管理、基建配套等现实堵点，才能让低空经济真正飞入寻常百姓家，成为新质生产力的 重要增长极。 校对： 苏焕文 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 低空经济的潜力有目共睹。中国民航局预测，到2035年，我国低空经济的市场规模有望突破3.5万 亿元。近年来，低空经济运营已在多地试点推进，合肥搭建低空配送网络，深圳让AI赋能低空飞 行服务，无人机巡查、低空物流、载人观光等场景已逐步落地，低空经济已从"概念热"迈向"规范 跑"。此次标准体系出台，恰好补齐了此前技术、管理无统一规范的短板，为产业发展画出"施工 图"，避免了无序竞争与重复建设。 热潮之下，落地难题仍不容忽视。如不少地方陷入"重标准、轻落地"的误区，空域审批繁琐、基 建滞后、人才短缺等问题制约着产业发展。有的地 ...

Key Points - The article discusses significant updates in various sectors, including agriculture, finance, and energy, as well as company-specific news and market trends [3][4][5][9]. Group 1: Policy and Economic Updates - The Central Committee's first document of the "14th Five-Year Plan" emphasizes modernizing agriculture and rural areas, aiming to enhance agricultural productivity and improve living conditions for farmers [3]. - The People's Bank of China will conduct a reverse repurchase operation of 800 billion yuan with a three-month term on February 4, 2026 [5]. - New account openings on the Shanghai Stock Exchange reached 4.9158 million in January 2026, a 89% increase from December 2025 and a 213% increase year-on-year [5]. Group 2: Market and Taxation News - There were rumors regarding potential tax adjustments for the financial and internet service sectors, which were clarified as unfounded by industry experts [4]. - Domestic fuel prices will increase by 205 yuan per ton for gasoline and 195 yuan per ton for diesel, effective February 3, 2026 [5]. Group 3: Company-Specific News - Woge Optoelectronics has not yet achieved mass production of its aerospace CPI products [10]. - ByteDance acquired a commercial land parcel in Haidian, Beijing, for 2.8 billion yuan [12]. - Ningde Times has repurchased 15.9908 million A-shares for a total of 4.386 billion yuan [21].

当地时间2月3日，美国股市三大股指全线收跌。 当地时间2月3日，美国股市三大股指全线收跌，其中道琼斯工业指数跌0.34%，报49240.99点，标准普尔500指数跌0.84%，报6917.81点，纳斯达克指数重 挫1.43%，报23255.19点。 美股市场大型科技股多数下跌，其中微软、英伟达跌近3%，Meta跌超2%，亚马逊跌近2%，谷歌跌超1%，苹果跌幅不足1%。特斯拉股价则小幅上涨，涨 幅不足1%。 能源股全线上涨，埃克森美孚涨近4%，康菲石油、斯伦贝谢、西方石油涨逾3%，雪佛龙涨超2%。 航空股集体上涨，西南航空、美联航涨逾3%，美国航空涨超2%，达美航空涨近2%。 芯片股多数下跌，费城半导体指数跌2.07%，恩智浦半导体、美光科技跌逾4%，迈威尔科技、科天半导体跌近4%，高通、博通跌超3%，微芯科技跌近 2%。闪迪则再度大涨，收盘涨幅超过4%。 美股贵金属概念股表现强劲，盎格鲁黄金涨超6%，泛美白银、金罗斯黄金涨超5%，科尔黛伦矿业涨逾4%，巴里克黄金涨超2 %。 贵金属期货大幅反弹， COMEX黄金期货收涨6.83%，报4970.5美元/盎司；COMEX白银期货收涨10.27%，报84.915美元 ...

Core Viewpoint - Two A-share companies, Han Jian He Shan and Kai Long Gao Ke, announced major asset restructuring plans and will resume trading on February 4, 2026 [2][4][10]. Group 1: Han Jian He Shan - Han Jian He Shan plans to acquire 99.9978% of Liaoning Xingfu New Materials Co., Ltd. through a combination of issuing shares and cash payments [4]. - The target company specializes in the research, production, and sales of aromatic products, including PEEK intermediates and various chemical intermediates, with a complete industrial chain for PEEK intermediates [5]. - The restructuring aims to enhance the company's revenue and profit growth, improve profitability and asset scale, and strengthen its core competitiveness [5]. Group 2: Kai Long Gao Ke - Kai Long Gao Ke intends to purchase 70% of Jin Wang Da's equity through issuing shares and cash payments, which is expected to constitute a major asset restructuring [10]. - Jin Wang Da focuses on the research, production, and sales of precision transmission components, which are widely used in various industrial automation scenarios [11]. - The acquisition aligns with Kai Long Gao Ke's strategic upgrade direction and is expected to enhance the company's sustainable development capabilities and long-term profitability [11].

俄罗斯国防部3日通报，为回应乌克兰对俄境内民用目标的恐怖袭击，俄武装部队3日凌晨使用远 程陆基和空基精确制导武器以及无人机，对乌军工企业及其所使用的能源设施、无人机储存和组 装地点发动了大规模打击。 乌克兰哈尔科夫市启动应急响应机制 当地时间2月3日，乌克兰哈尔科夫市市长捷列霍夫表示，哈尔科夫市已启动应急响应机制。 乌多地能源设施遭袭。 当地时间2月3日，乌克兰总统泽连斯基就乌各地遭袭后的能源形势等召开会议。 泽连斯基表示，当天，俄罗斯动用了创纪录数量的弹道导弹对乌能源设施发动攻击。他表示，仅 此次袭击，俄罗斯就动用了32枚弹道导弹、11枚其他类型导弹、28枚巡航导弹以及450架无人 机。乌多个地区的能源设施遭到袭击，受损最严重的包括哈尔科夫州、第聂伯罗彼得罗夫斯克 州、基辅市及基辅州、文尼察州、敖德萨州等。 泽连斯基称，在即将举行的乌克兰问题三方会谈上，乌方谈判团队将根据能源设施遭袭一事相应 调整策略。 此外，泽连斯基当天在与北约秘书长吕特举行的联合发布会上表示，俄对乌此次发动的创纪录的 袭击违反了能源停火协议，俄罗斯必须承担后果。乌方将就俄打击乌能源设施一事与美方沟通。 根据乌克兰DTEK能源公司3日的通 ...

Core Viewpoint - The French authorities have initiated an investigation into Elon Musk's social media platform X, focusing on potential algorithm abuse and issues related to deepfake pornography, as part of a broader regulatory scrutiny by the EU [1][2][5]. Group 1: Investigation Details - On February 3, 2023, the Paris prosecutor's office conducted a search of X's office in France, marking a significant step in an investigation that began in January 2025 [1][4]. - The investigation initially targeted algorithm misuse but has since expanded to include concerns about deepfake pornography [2][4]. - Musk and former CEO Linda Yaccarino have been summoned to a hearing scheduled for April 20, 2026, to address the allegations [4][5]. Group 2: Regulatory Pressure - The EU has been increasing regulatory pressure on X, with a new round of investigations launched on January 26, 2023, under the Digital Services Act [8][9]. - The EU is particularly focused on whether X has complied with user protection and risk mitigation obligations during the integration of its AI chatbot Grok [9]. - If found in violation, X could face fines up to 6% of its global annual revenue, following a previous fine of €120 million for misleading users regarding its blue verification badge [9]. Group 3: Recent Controversies - Recent controversies surrounding X include the use of Grok to generate unauthorized explicit content, raising further concerns from French authorities [8]. - Reports indicate that Grok produced up to 3 million unauthorized pornographic images and 20,000 instances of child sexual abuse content within a short period before adjustments were made to its operational protocols [8].

Core Viewpoint - Multiple exchanges have made significant adjustments to the price limits and margin requirements for various futures contracts, indicating a response to market volatility and aiming to stabilize trading conditions [1][2]. Group 1: Futures Contract Adjustments - From February 5, 2026, the price limit for futures contracts on fuel oil, asphalt, butadiene rubber, and natural rubber will be adjusted to 9%, with margin requirements set at 10% for hedging and 11% for general positions [1]. - The price limit for futures contracts on pulp and printing paper will be adjusted to 7%, with margin requirements of 8% for hedging and 9% for general positions [1]. - The price limit for silver futures will be set at 19%, with margin requirements of 20% for hedging and 21% for general positions starting February 4, 2026 [1]. - For crude oil, low-sulfur fuel oil, and No. 20 rubber futures, the price limit will also be 9%, with similar margin requirements as above [1]. - Platinum and palladium futures will have a price limit of 20% and a margin requirement of 22% starting February 5, 2026 [1]. Group 2: Margin Adjustments for Specific Contracts - The margin level for Ag(T+D) contracts will be adjusted from 26% to 23%, with the price limit changing from 25% to 22% starting February 3, 2026 [2]. - For Au(T+D) and related contracts, the margin ratio will increase from 16% to 17%, with the price limit changing from 15% to 16% starting February 4, 2026 [2]. - The margin for CAu99.99 contracts will be adjusted from 120,000 yuan to 150,000 yuan per contract [2]. Group 3: Market Reactions - On February 3, international gold and silver prices experienced a significant rebound, with gold rising nearly 6% to approximately $4,930 per ounce and silver increasing over 12% to around $88 per ounce [3]. - Specific market data shows that London gold reached $4,935.46, reflecting a 5.93% increase, while London silver hit $88.663, up 12.05% [4]. - In the domestic market, the Shanghai Futures Exchange reported that the main silver contract rose over 8% and the main gold contract increased over 4% on the night of February 3 [4].

技测证书 I 2010 P-ZSSA2121621 足全悔品 1. 392g (合塑料) oba a 11 周生生发布情况说明。 近日，有消息称，周生生广东省清远市一门店所售足金挂坠被检测出含铁银钯，不同点位纯度差 异超35%。2月3日晚间，周生生官方微博发布情况说明称，针对顾客反馈的相关情况，周生生高 度重视，第一时间复核了当时出厂批次的破坏性检测报告，报告显示该批次货品质量完全符合国 家相关标准。 同时，2月3日，周生生已将同批次同款福袋送检至国家珠宝玉石首饰检验集团有限公司 （NGTC），采用 X 射线荧光谱法（XRF）进行检测，该福袋货品的检测结论为足金饰品。 NGTC 对该货品随机选取3个检测点，检测所得金含量结果依次为 99.99%、99.99%、99.98%。 周生生 <how Sang Seng 附件 NGTC 检测证书(报告编号:P-ZSSA2121621): H NA C 有限公司 注:证书上指的(含塑料)为饰品配件,用以固定其在手绳的位置。 2 | | | | | | | | | | | | | | 测试报告 | | | | | | | | | | | | | | | --- | --- ...

Core Viewpoint - The article highlights the increasing credit risk concerns among convertible bond issuing companies as they disclose their 2025 annual performance forecasts, with over 20 companies attracting attention from rating agencies due to various issues including performance fluctuations and management changes [1]. Group 1: Performance Loss Triggering Rating Attention - Performance losses are a primary focus for rating agencies, with seven companies under scrutiny due to expected losses [3]. - For instance, Oujing Technology anticipates a net profit loss of between -240 million to -300 million yuan for 2025, attributed to supply-demand mismatches in the photovoltaic industry and low capacity utilization [3]. - Jiangshan Oupai also expects a net profit loss of -230 million to -180 million yuan for 2025, influenced by the deep adjustment in the real estate sector and potential asset impairment provisions totaling approximately 200 million yuan [5]. Group 2: Management or Control Changes - Changes in management or control are significant concerns for rating agencies, as seen with *ST Zhongzhuang, which underwent a change in its controlling shareholder during its restructuring process [7]. - The change in control is expected to help alleviate debt crises, but ongoing monitoring of operational capabilities and management integration is necessary [7]. - Similarly, Lianchuang Electronics is under observation due to potential changes in its controlling shareholder, which could impact its credit rating [8]. Group 3: Changes in Fundraising Direction - Changes in the direction of fundraising are also closely monitored, as they can affect a company's strategic layout and financial health [10]. - For example, Jindawei announced a change in its fundraising project to optimize its industrial layout, which will be closely watched by rating agencies [10]. - Additionally, Dier Laser plans to stop using funds for a specific project, indicating a strategic shift based on current market conditions [11].