财联社
Search documents
央视:中国申请20.3万颗卫星频轨资源 关乎你我未来
财联社· 2026-01-13 14:52
近日,中国向国际电信联盟(ITU)正式提交申请,申请20.3万颗卫星频轨资源,引发关注。这一举措,并非盲目扩张,而是立足长远、统筹布局的 国家行动,更将深刻改变亿万民众的数字生活。中国的"星河征途",正为构建空天地一体化信息网络、筑牢数字中国底座注入澎湃动能。 ...
贵州茅台,定了一件大事
财联社· 2026-01-13 14:21
Core Viewpoint - Guizhou Moutai (600519.SH) is initiating a market-oriented transformation of its marketing system in 2026, focusing on a dynamic pricing mechanism and several innovative measures across product structure, operational model, channel layout, and pricing strategy [1]. Product Structure - Guizhou Moutai is returning to a "pyramid" structure for its product lineup, clearly defining product positioning at different levels. The base will focus on Feitian Moutai (53 degrees, 500ml), supplemented by other specifications like kilogram Moutai and 100ml small Moutai. The mid-tier will concentrate on premium and zodiac Moutai, while the high-end will include aged and cultural Moutai, with a slight contraction to maintain the value of ultra-high-end products. Additionally, low-alcohol Feitian Moutai (43 degrees, 500ml) will support key consumption scenarios and target younger consumers [1]. Operational Model - The company will transition from a traditional "self-sale + distribution" model to a multi-dimensional collaboration model that includes "self-sale + distribution + consignment + consignment sales." The self-sale model will utilize self-operated stores and the iMoutai platform, while the distribution model will continue as before. The new consignment and consignment sales models will leverage various channels without transferring ownership, enhancing market coverage [3][4]. Channel Layout - Guizhou Moutai aims to establish a five-channel structure comprising wholesale, offline retail, online retail, dining, and private domain, promoting online and offline integration. The online channels will focus on improving operational efficiency and user reach, while offline channels will enhance consumer conversion and service experience. A dynamic evaluation mechanism will be implemented to optimize regional channel layouts [4]. Pricing Mechanism - The company will create a dynamic adjustment mechanism for retail prices that aligns with market conditions, which is already in effect on the iMoutai platform and self-operated stores. Recent price reductions have been noted for several products due to weak demand, such as the premium Moutai (53 degrees, 500ml) dropping from 3299 yuan to 2299 yuan, and the classic zodiac Moutai (53 degrees, 500ml) from 2499 yuan to 1899 yuan [4][6]. - The factory prices have also been adjusted downward in line with retail price changes, with the premium Moutai's factory price decreasing from 2969 yuan to 1859 yuan. The pricing for distribution channels will be based on self-sale retail prices, with dynamic adjustments based on product and channel conditions [6].
德邦股份,拟主动退市
财联社· 2026-01-13 14:16
德邦股份公告称, 公司拟以股东会决议方式主动撤回A股股票在上海证券交易所的上市交易, 并在取得上海证券交易所终止上市决定后申请在全国 中小企业股份转让系统退市板块继续交易。 该事项尚需经出席德邦股份股东会的全体股东所持有效表决权的三分之二以上通过。根据德邦股份公告,现金选择权的提供方为京东物流运输有限 公司。现金选择权的行权价格为19.00元/股。本次现金选择权的股权登记日拟定为2026年2月6日(如有调整,由公司董事会另行公告具体调整情 况)。 此举是为了更好地顺应物流行业的发展趋势,更为高效、有力地统筹协调与整合京东物流体系内的物流资源,亦考虑积极践行公司间接控股股东京 东卓风于收购公司时作出的关于同业竞争的承诺。 公司终止上市后,公司的资产、人员、业务将不会受到不利影响,仍保持独立的品牌及运营。公司股票于2026年1月14日(星期三)开市起复牌。 ...
1200亿元,宁德时代与容百科技签订巨额大单
财联社· 2026-01-13 13:40
Core Viewpoint - Company Rongbai Technology (688005.SH) has signed a binding procurement cooperation agreement with CATL for lithium iron phosphate cathode materials, with a total expected supply of 3.05 million tons and a sales amount exceeding 120 billion yuan from Q1 2026 to 2031 [1] Group 1 - The agreement is significant for both parties, indicating a strong partnership in the growing lithium iron phosphate battery market [1] - The overseas market for lithium iron phosphate power batteries presents substantial growth opportunities [1] - The development of solar cells and energy storage battery technologies, along with advancements in AI, is driving down costs and facilitating the emergence of a new energy era, leading to explosive growth in the energy storage industry [1] Group 2 - The market for both power and energy storage continues to show immense potential for lithium iron phosphate [1] - Rongbai Technology claims its products lead the industry in key performance indicators such as iron leaching rate, first efficiency, and packing density, making them suitable for high-end energy storage and power applications [1] - The company has completed the key development and application of its third and fourth generation products and has begun the application development phase for its fifth generation products, which have passed internal testing [1]
蒋超良三兄弟同时出镜忏悔
财联社· 2026-01-13 13:09
Group 1 - The article discusses the corruption case involving Jiang Chaoliang, a former high-ranking official, and his family members who exploited their connections for personal gain [3][5][9] - Jiang Chaoliang's brothers, Jiang Binliang and Jiang Zhongliang, engaged in corrupt activities by leveraging their relationship with him, leading to a network of corruption [5][11] - The article highlights the role of businesspeople who sought to benefit from Jiang Chaoliang's power, leading to a direct and bold approach to bribery and corruption [15][17] Group 2 - The case illustrates a significant misuse of power, where Jiang Chaoliang appointed individuals based on their ability to benefit his family, creating a dangerous precedent in governance [15][17] - The involvement of local officials, such as former Xiantao City Secretary Pan Qisheng, showcases how connections to Jiang Chaoliang facilitated rapid career advancements and access to lucrative projects [13][17] - The article emphasizes the alarming trend of blatant power-for-money exchanges, where corrupt practices became increasingly overt and systematic [15][18]
韩国检方要求判尹锡悦死刑
财联社· 2026-01-13 12:45
据央视新闻,当地时间13日,韩国前总统尹锡悦发动紧急戒严涉嫌触犯"内乱罪"一案一审结案庭审继9日之后继续进行。韩国检方要求法院以内乱头 目嫌疑判处尹锡悦死刑。 ...
13连板牛股,明起停牌核查
财联社· 2026-01-13 12:37
13连板牛股 锋龙股份(002931.SZ)今日公告称,公司股票自2025年12月25日至2026年1月13日已连续12个交易日涨停,价格涨幅为213.97%,已严重 背离公司基本面。 为维护投资者利益, 经公司申请,公司股票自2026年1月14日(星期三)开市起停牌,自核查结束并披露核查公告后复牌,预计停牌时间不超过3个 交易日。 公司提醒广大投资者注意二级市场交易风险。 2025年12月24日晚间,"人形机器人第一股"优必选发布公告,以"协议转让+要约收购"的组合方式共收购深交所上市公司锋龙股份9395.75万股(占股 份总数43%)。 根据公告,本次控制权变更方案中的股份转让价格、要约收购价格均为17.72元/股,相比12月17日锋龙股份停牌前价格19.68元/股折让10%,以此计 算,合计总对价达16.65亿元。 ...
AI应用概念股,密集回应相关业务情况
财联社· 2026-01-13 11:54
Core Viewpoint - The A-share market is experiencing ongoing speculation around AI application concepts, with multiple listed companies responding to inquiries regarding their involvement in AI-related businesses [1] Group 1: Company Responses to GEO Business - Zhejiang Shusheng Culture states that its subsidiaries focus on digital marketing and advertising services, not involved in GEO business [2] - Zhejiang Wen Internet indicates that its GEO business has not yet formed a mature profit model and currently has no related revenue [3] - People's Daily confirms that it does not engage in GEO business, focusing instead on advertising, content technology, and data services [4] - Xinhua News mentions that its GEO business has not generated revenue and highlights a 38.5% stock price increase from January 5 to January 13, exceeding the industry average [5] - Gravity Media notes that its GEO business is still in the planning stage and has not formed a mature business model or revenue [6] Group 2: Company Responses to AI Applications - Tianlong Group reports that its AI tools are used internally for advertising content creation and have not generated additional revenue [7] - Oriental Pearl clarifies that it does not directly engage in AI business, and its AI applications do not directly generate revenue, although they enhance service scenarios [8][9] - Tongda Hai states that AI-driven revenue constitutes a low proportion of overall revenue and anticipates a negative net profit for 2025 due to uncertainties in large-scale commercialization [10]
汉堡越做越小?麦当劳回应
财联社· 2026-01-13 11:11
Core Viewpoint - Consumers are increasingly complaining about the shrinking size of McDonald's burgers, with many expressing dissatisfaction on social media platforms, highlighting a perceived decline in value as prices rise while portion sizes decrease [1][2]. Price Adjustments - McDonald's recently implemented a price increase on many menu items, effective December 15, 2025, with price hikes generally ranging from 0.5 to 1 yuan for various burgers, snacks, and meals [5][6]. - Specific items such as the Big Mac and Double Filet-O-Fish saw a price increase of 1 yuan, while other items like McNuggets and medium fries increased by 0.5 yuan [6]. - Previous price adjustments included a change in delivery fees and packaging charges, which some consumers viewed as a "disguised price increase" despite a reduction in delivery fees [6]. Financial Performance - McDonald's reported third-quarter revenue of $7.08 billion for 2025, reflecting a year-on-year growth of 3%, slightly below market expectations of $7.095 billion [6]. - The net profit for the same quarter was $2.28 billion, a 2% increase year-on-year, while the adjusted net profit was $2.31 billion, showing a slight decline from $2.32 billion in the previous year [6]. Market Expansion - The company reported a same-store sales growth of 4.7% in the international franchise market, including China, where McDonald's holds a 48% stake, with the remaining 52% owned by CITIC Capital consortium [7]. - McDonald's China has accelerated its localization and high-quality development, with over 7,500 stores and more than 200,000 employees nationwide [7]. - The CEO of McDonald's China announced plans to exceed 10,000 restaurants in mainland China within five years [8].
AI应用核心赛道与代表企业全梳理
财联社· 2026-01-13 10:15
Group 1 - The AI application sector is showing strong performance, with rapid commercialization and increasing market interest across various subfields, particularly in AI marketing and AI healthcare [1] - Significant companies in the AI marketing space include BlueFocus, Liou Co., Tianxiaxiu, and Zhidema, among others [2] - In the AI healthcare sector, notable companies include Xinganjiang, Dian Diagnostics, Hongbo Medical, and Meinian Health [2] Group 2 - The AI transportation sector features companies like Desay SV, Zhongke Chuangda, and Siwei Tuxin [4] - In the AI office segment, key players include Kingsoft Office, Foxit Software, and Yonyou Network [4] - The AI finance sector is represented by companies such as Dongfang Caifu and Tonghuashun [4] Group 3 - The AI education field includes significant companies like New Oriental and iFLYTEK [4] - AI intelligent agents are represented by companies such as Kunlun Wanwei and Nansheng Co. [4]