据央视新闻，当地时间2月4日，两位美国官员透露，美国政府已于4日正式告知伊朗，拒绝其提出的更改原定6日的会谈地点与形式的要求。双方此前商定 在伊斯坦布尔举行有多国观察员参与的会谈，但伊朗方面3日突然要求将谈判移至阿曼并以双边形式进行，意图将讨论严格限制在核问题范围内，排除导 弹等美方关切的议题。美方评估后认为，此举可能削弱多边协调效力，故坚持原有安排。 一位美国高级官员表示，美方已向伊朗明确表示"要么接受原计划，要么取消谈判"，而伊方选择了后者。该官员同时暗示，若外交渠道持续受阻，美方将 不得不考虑"其他选项"。目前伊朗驻联合国代表团尚未就此置评。 在此背景下，美国总统特使威特科夫及特朗普女婿库什纳仍将按计划于5日前往卡塔尔进行磋商，但随后将直接返回美国，不再与伊朗代表会面。此次谈 判濒临破裂，不仅反映出双方在谈判框架上的根本分歧，也可能导致地区紧张局势进一步升级。 ...

据央视新闻，2月4日晚，国家主席习近平同美国总统特朗普通电话。 习近平指出，过去一年，我们保持着良好沟通，在釜山成功会晤，为中美关系领航把舵，受到两国人民和国际社会欢迎。我高度重视中美关系。新 的一年，我愿同你继续引领中美关系这艘大船穿越风浪、平稳前行，多办一些大事、好事。美方有美方的关切，中方有中方的关切。中方言必信， 行必果，说到做到。只要双方秉持平等、尊重、互惠的态度相向而行，就可以找到解决彼此关切的办法。今年中美两国各自都有不少重要议程，中 国"十五五"开局起步，美国将迎来建国250周年，两国将分别主办亚太经合组织领导人非正式会议、二十国集团领导人峰会。双方要按照我们达成的 共识，加强对话沟通，妥善管控分歧，拓展务实合作，不以善小而不为，不以恶小而为之，一件事一件事去做，不断积累互信，走出一条正确相处 之道，让2026年成为中美两个大国迈向相互尊重、和平共处、合作共赢的一年。 习近平强调，台湾问题是中美关系中最重要的问题。台湾是中国的领土，中方必须捍卫国家主权和领土完整，永远不可能让台湾分裂出去。美方务 必慎重处理对台军售问题。 特朗普表示，美国和中国都是伟大的国家，美中关系是世界上最重要的双边关系。 ...

Group 1 - The article highlights significant announcements in the stock market, including suspensions, investments, acquisitions, performance reports, and other corporate actions that could impact investor decisions [1] - A company has been deeply involved in the space photovoltaic sector for years and has launched three major packaging solutions for space photovoltaics [1] - Another company has achieved stable mass production and delivery of its 1.6T ceramic products for optical modules [1] Group 2 - A company has signed a strategic cooperation agreement with an enterprise focused on the research and application of specialized embodied intelligent products, indicating a move towards humanoid robots and low-altitude economy [1]

据央视新闻 ， 2月4日晚， 习近平同美国总统特朗普通电话。 ...

Core Viewpoint - The space photovoltaic concept has gained significant attention in the market, driven by recent research from Elon Musk's team, leading to a surge in related stocks within the A-share photovoltaic sector [1]. Group 1: Market Reaction - The photovoltaic sector in A-shares has seen stocks hitting the daily limit up, indicating strong investor interest and market excitement [1]. - Multiple brokerage reports suggest that heterojunction (HJT) and perovskite technologies are suitable for application in space, contributing to the market's enthusiasm [1]. Group 2: Industry Insights - The China Photovoltaic Industry Association emphasizes that regardless of technological advancements, successful implementation relies on mature, replicable manufacturing capabilities and a long-term reliability verification system [1]. - Gallium arsenide (GaAs) batteries remain the mainstream choice for commercial aerospace and space stations due to their high conversion efficiency and excellent radiation resistance, despite their high costs and extensive on-orbit verification [1]. Group 3: Technology Evaluation - The market's enthusiasm for HJT and perovskite technologies is largely based on a "cost reduction logic" proposed by certain financial institutions, but these products are still in the laboratory or early verification stages, far from large-scale commercialization [1].

以下文章来源于科创日报 ，作者王楚凡 科创日报 . 科创圈都在关注的主流媒体，上海报业集团主管主办，《科创板日报》出品。 特斯拉创始人埃隆·马斯克团队秘访中国光伏企业的消息持续发酵，引发资本市场对光伏板块的高度关注。2月4日，万得光伏指数大涨 3.97%，成交额超1540亿元，市场情绪显著升温。 据今日界面新闻报道，上周马斯克团队已对包括TCL中环、晶科能源、晶盛机电等在内的多家中国光伏企业开展调研，考察覆盖设备、硅 片、电池组件等多个环节，并重点关注异质结（HJT）、钙钛矿等前沿技术路线。 《科创板日报》记者就此向多家公司核实，高测股份表示有接触马斯克团队，另有多家企业表示已布局太空光伏领域。 《科创板日报》记者以投资者身份致电多家传闻涉及企业，获得了不尽相同的回应。 传闻中的核心企业之一晶科能源，有媒体报道称其近期确实与马斯克团队相关考察团有过接触，考察团重点了解了公司的技术储备与生产设 备。但《科创板日报》记者致电其证券部未能接通，公司尚未就此发布官方公告。 光伏设备龙头晶盛机电则对调研传闻未予证实，相关负责人表示"并不清楚"公司是否在调研范围内，相关信息需以官方公告为准。针对市场 热议的太空光伏概念， ...

Core Viewpoint - Ant Group's Lingbo has released and open-sourced four embodied intelligence models, marking a significant step in its AGI strategy, extending from the digital to the physical world [1] Group 1: Model Development and Features - The newly released embodied world model LingBot-VA introduces a self-regressive video-action world modeling framework, integrating large-scale video generation capabilities with robot control [2] - LingBot-World offers real-time interaction with generated worlds, providing a high-fidelity, dynamic, and controllable "digital rehearsal space" for embodied intelligence, autonomous driving, and game development [2] - The embodied large model LingBot-VLA has been pre-trained with over 20,000 hours of real machine data, covering nine mainstream dual-arm robot configurations, and aims to advance embodied intelligence into a reusable and scalable phase [3] Group 2: Challenges and Solutions - A major challenge in embodied intelligence is the lack of physical world data, which leads to reliance on pre-trained models from the digital world [4] - Ant Group's research indicates that augmenting digital pre-training with physical world data significantly enhances the capabilities of embodied models [4] - The team combines various pre-training methods from the digital world to address scene understanding and logical reasoning, continuously exploring the limits of embodied intelligence [4] Group 3: Future Directions and Collaborations - Ant Group emphasizes the importance of training foundational models in the embodied field rather than fine-tuning for specific scenarios, focusing on real-world applications to drive model iteration [5] - The company is collaborating with various industry partners, including a strategic partnership with Orbbec to launch a new generation of depth cameras based on the LingBot-Depth model [5] - The goal is to achieve "one-shot" capabilities in embodied models, allowing them to complete tasks with high success rates after observing human demonstrations [6] Group 4: AGI Landscape and Open Source Strategy - AGI is a key competitive focus for global tech companies, with three main paths: language models, multimodal generation models, and embodied intelligence models [7] - Ant Group has made significant strides in these areas, releasing a range of models, including the trillion-parameter thinking model Ring-1T and the trillion-parameter general language model Ling-1T, forming a comprehensive multimodal system [7] - The open-sourcing of Lingbo's four models is a critical practice in building an inclusive AGI ecosystem, aimed at deep integration with real-world applications [8]

Core Insights - Musk's team is exploring multiple Chinese photovoltaic companies, focusing on heterojunction and perovskite technologies, indicating a shift towards "space photovoltaics" from science fiction to reality [2][3] - Space photovoltaics are defined as solar energy technologies applied in space environments, representing a spectrum of technologies from mature applications to future concepts [3] Group 1: Current Interest in Space Photovoltaics - The recent surge in interest in space photovoltaics is driven by Musk's "space computing" concept, which envisions a solar-powered data center in low Earth orbit, creating significant potential demand for space photovoltaics [3] - The Chinese photovoltaic industry is seeking breakthroughs as ground-based solar power faces overcapacity and intense competition, making high-tech, high-value markets like space photovoltaics an ideal direction for industry upgrades [4] Group 2: Key Differences Between Space and Ground Photovoltaics - Space photovoltaics require extremely high photovoltaic conversion efficiency (>30%) due to the high launch costs, while ground-based solar cells typically have efficiencies of 22%-24% with a focus on cost [5][6] - Space photovoltaics must withstand extreme temperatures, strong cosmic radiation, atomic oxygen corrosion, and micro-meteoroid impacts, whereas ground systems mainly consider weather conditions like rain and hail [6] - Space applications have stringent weight and reliability requirements, necessitating lightweight designs with high power-to-weight ratios and ultra-long lifespans (e.g., over 15 years), while ground systems have more flexible weight requirements and can undergo regular maintenance [6] - Initial cost sensitivity is lower for space photovoltaics, prioritizing performance and reliability, while ground systems focus on cost per kilowatt-hour as a core metric, emphasizing cost-effectiveness [6] Group 3: Future of Space Photovoltaics - Currently, most satellites and space stations rely on triple-junction gallium arsenide solar cells, known for high efficiency and radiation resistance but at a high cost [6] - Future developments in flexible thin-film batteries and perovskite/silicon tandem cells are expected to be lighter, more promising, and potentially lower in cost, aiming to meet the growing demand for space energy [6] - Overall, space photovoltaics are transitioning from serving specialized spacecraft to becoming a core energy infrastructure supporting the broader space economy [6]

Group 1 - The core message emphasizes the strengthening of Sino-Russian relations, with both leaders expressing optimism for future cooperation and development [1][2][3] - Xi Jinping highlighted the importance of the 30th anniversary of the Sino-Russian strategic partnership and the 25th anniversary of the Treaty of Good-Neighborliness and Friendly Cooperation, urging for deeper strategic collaboration [2] - Both leaders acknowledged the successful completion of the "China-Russia Cultural Year" and the increased people-to-people exchanges, which have facilitated closer ties between the two nations [1][3] Group 2 - The leaders discussed the need for both countries to uphold international fairness and justice, particularly in the context of the United Nations and global governance [2][3] - They expressed a commitment to continue supporting each other in maintaining national sovereignty and security, as well as promoting economic and social development [3] - The meeting also included discussions on international and regional hot issues, indicating a collaborative approach to global challenges [4]

全国人民代表大会常务委员会公告 〔十四届〕第十五号 上海市人大常委会决定罢免周新民的第十四届全国人民代表大会代表职务。山东省人大常委会决定罢免罗琦的第十四届全国人民代表大会代 表职务。四川省人大常委会决定罢免刘仓理的第十四届全国人民代表大会代表职务。依照《中华人民共和国全国人民代表大会和地方各级人 民代表大会代表法》的有关规定， 周新民、罗琦、刘仓理的代表资格终止。 依照《中华人民共和国全国人民代表大会和地方各级人民代表 大会选举法》的有关规定，罗琦的第十四届全国人民代表大会常务委员会委员、全国人民代表大会教育科学文化卫生委员会委员职务相应撤 销，刘仓理的第十四届全国人民代表大会常务委员会委员职务相应撤销。 截至目前，第十四届全国人民代表大会实有代表2897人。 特此公告。 全国人民代表大会常务委员会 2026年2月4日 （本文来源：央视新闻） ...