Group 1 - The aerospace sector experienced a slight decline, with the Tianhong Aerospace ETF (159241) showing a decrease of 1.18% during trading, with a transaction volume of 88.76 million yuan and a turnover rate of 9.10% [1] - The Tianhong Aerospace ETF has seen a net inflow of 411 million yuan over the last 20 trading days, with a total fund size of 994 million yuan as of February 5, 2026 [1] - The ETF focuses on aerospace equipment, space photovoltaics, domestic large aircraft, low-altitude economy, and military information technology, with 99% of its index belonging to the defense and military industry, indicating a higher investment value compared to other military indices [1] Group 2 - The successful first flight of the reusable Zhuque-3 rocket has been recognized as a significant event, highlighting the progress of private aerospace in China, attributed to the country's strong industrial foundation and open development environment [2] - The Zhuque-3 rocket's launch on December 3, 2025, marked a breakthrough in reusable rocket technology, contributing to low-cost and frequent access to space [2] - The low-altitude economy and commercial aerospace have been identified as key emerging industries, with the integration of artificial intelligence accelerating innovation in the aerospace sector, aligning with the goals of the 14th Five-Year Plan [2]

Core Insights - The 2025 Weibo Entertainment White Paper highlights a resilient growth in China's entertainment industry, emphasizing a return to the essence of creativity and high-quality development across various segments [1][3] - Weibo is positioned as a central connector among content, stars, and users, building a comprehensive ecosystem through diverse scenarios [1] Group 1: Star Dynamics - The star landscape is being reshaped, with authenticity and talent becoming key to breaking through [1] - Top stars like Xiao Zhan and Bai Lu maintain their positions through a model of "high output + frequent social interaction," while emerging talents like Ziyu and Chen Zheyuan gain traction through genuine engagement [1][23] - The relationship between stars and fans has evolved into a "symbiotic" phase, focusing on emotional value and shared experiences [1][24] Group 2: Film and Television - The film market has rebounded to over 50 billion yuan in box office revenue, with notable successes like "Ne Zha" generating 15.4 billion yuan [2] - The television series market is focusing on quality over quantity, with innovative historical dramas and relatable contemporary themes resonating with audiences [2][11] - Weibo's marketing strategies, including personalized operations and cross-domain collaborations, enhance content dissemination from initial hype to sustained engagement [2] Group 3: Variety and Music - The variety show market is characterized by stability in established formats and breakthroughs in new content, emphasizing emotional resonance and social relevance [2][12] - The music and performance sector is experiencing rational growth, with live events expanding and reflecting the social needs of younger audiences [2][14] Group 4: International and Artist Support - The overseas entertainment sector is developing a collaborative model involving platforms, artists, and works, deepening cross-cultural interactions [2] - Artist support has shifted from rapid fame to sustainable growth, with comprehensive nurturing and data-driven evaluations aiding emerging talents [2]

Core Insights - Weibo Night has evolved from a mere entertainment gala to a significant annual event that encapsulates societal emotions, historical memories, and future aspirations, marking its 21st anniversary in 2025 [1][2][15] - The event serves as a public expression experiment, successfully integrating national narratives, technological advancements, cultural trends, and individual emotions in a fragmented information environment [2][9] Group 1: Historical and Cultural Significance - The 2025 Weibo Night highlighted a shift in public attention from entertainment to national honor, technological breakthroughs, and social issues, reflecting a broader societal engagement [4][6] - Significant events such as the successful launch of the Zhuque-3 reusable rocket and the recognition of AI advancements garnered massive public interest, indicating a growing connection between technology and daily life [6][8] - The event also commemorated the 80th anniversary of the victory in the War of Resistance, showcasing the importance of historical narratives in contemporary society [8][9] Group 2: Cultural Evolution and Inclusivity - Weibo Night introduced a new cultural dimension by incorporating anime, gaming, and trendy IPs into its core honor system, reflecting the mainstream acceptance of previously niche cultural elements [9][12] - The event demonstrated a dynamic shift in cultural influence, where the definition of popular culture is increasingly shaped by user engagement and participation [11][13] - Traditional cultural elements were not sidelined; instead, they coexisted with new expressions, creating a rich tapestry of cultural narratives [12][13] Group 3: Social Impact and Public Memory - Weibo Night acts as a platform for collective memory, providing a rare opportunity for society to confirm shared values and emotions amidst the chaos of daily life [17][18] - The event captures the essence of contemporary societal sentiments, allowing individuals to connect over significant national and cultural moments [18][21] - It serves as a reminder of the power of attention and engagement in shaping public discourse, reinforcing the idea that social media can foster meaningful connections [19][20]

Core Insights - Weibo has officially partnered with the Chinese Olympic Committee, becoming a sponsor and social media platform for the new Olympic cycle from 2026 to 2029, covering major international events including the 2026 Milan-Cortina Winter Olympics and the 2028 Los Angeles Olympics [1][4] Group 1: Value Co-creation - Weibo will leverage its operational experience from previous Olympic events to provide deeper services to the Chinese Olympic Committee [2][5] - This partnership enhances Weibo's influence in the sports sector and introduces high-quality sports IP resources, aiding in user expansion and content ecosystem vitality [2][5] - The Chinese Olympic Committee will benefit from Weibo's 578 million monthly active users, providing an efficient and broad communication channel to enhance the image of the Chinese sports delegation in international events [6] Group 2: Ecological Synergy - Weibo has established a mature sports social ecosystem involving diverse participants, including media, creators, and athletes [3][7] - The media aspect includes a promotional matrix with an expected participation of 1,000 media and information platforms, enhancing event content dissemination [3][7] - The creator ecosystem encourages user-generated content (UGC) and interactive features, increasing user engagement [3][7] - Weibo has become the primary social platform for Chinese athletes, with a 96.8% registration rate among the 126 athletes in the Milan Winter Olympics, including prominent champions [3][7] - Future plans include deepening collaborations with top sports IPs to create multi-win value for the sports industry and lead a new wave of sports communication in the digital age [3][7]

Core Viewpoint - The event highlighted the recognition of popular figures in the entertainment industry, with Xiao Zhan receiving the title of "Weibo KING" and Yang Mi receiving "Weibo QUEEN" at the 2025 Weibo Night, showcasing their influence and popularity on social media platforms [1] Group 1 - Xiao Zhan expressed gratitude for the award, emphasizing his luck and the opportunity to portray diverse characters in 2025, which allowed him to share unique stories with his audience [1] - Yang Mi thanked Weibo for the honor and expressed her happiness in receiving the award, encouraging users to discover new and exciting content on the platform in 2026 [1] - Both celebrities conveyed their commitment to continue working hard and engaging with their fans, highlighting the importance of audience support in their careers [1]

Core Insights - The new AITO M7 has achieved cumulative deliveries exceeding 100,000 units [1] Company Summary - AITO, under the brand of Hongmeng Zhixing, has successfully surpassed the milestone of 100,000 units delivered for the AITO M7 model [1]

Market Performance - The Hong Kong stock market saw a positive trend with the Hang Seng Index rising by 0.141%, the Hang Seng China Enterprises Index increasing by 0.497%, and the Hang Seng Tech Index up by 0.74% as of the market close [1] - Southbound funds recorded a net inflow exceeding 24.9 billion HKD [1] Sector Performance - Strong performance was noted in sectors such as new energy vehicles, aviation, telecommunications, biomedicine, domestic banks, and logistics [1] - Conversely, sectors like non-ferrous metals, commercial aerospace, optical communications, semiconductors, and photovoltaic solar energy experienced declines [1] Notable Stocks - Tech stocks showed recovery in the afternoon, with Lenovo rising over 3%, Xiaomi and Baidu increasing by more than 2%, and Meituan up by over 1% [1] - Gold stocks generally fell, with Chifeng Jilong Gold Mining dropping over 5% [1] Company Announcements - Baidu announced a new share repurchase plan, allowing for the buyback of up to 5 billion USD of its shares, effective until December 31, 2028 [3] - The board of Baidu also indicated plans to announce its first dividend by 2026, supported by sustainable funding sources [3] Market Outlook - Huazhang Fund noted a significant style rotation in the market, highlighting a "seesaw" effect between the previously strong tech growth sector and dividend value styles [3] - The fund emphasized the attractiveness of dividend stocks due to their high yield and low valuation, alongside expectations of a cyclical recovery and demand from long-term capital [3]

西贝餐饮集团创始人贾国龙的微博账号近日晚解除封禁，2月3日晚，转发西贝官方微博发布的视频，内 容是：西贝的有机西兰花为什么是速冻的？ 责任编辑：王翔 西贝餐饮集团创始人贾国龙的微博账号近日晚解除封禁，2月3日晚，转发西贝官方微博发布的视频，内 容是：西贝的有机西兰花为什么是速冻的？ 1月16日，贾国龙在微博发言称，当晚10点将就罗永浩对西贝的相关言论进行全面回应，并要求罗永浩 就冷冻有机西兰花一事进行道歉与赔偿。随后，罗永浩加入论战。1月16日当晚，罗永浩和贾国龙微博 双双被禁言。 近日，贾国龙在接受采访时表示，将回归一线、聚焦主业，不再打造个人IP。 1月16日，贾国龙在微博发言称，当晚10点将就罗永浩对西贝的相关言论进行全面回应，并要求罗永浩 就冷冻有机西兰花一事进行道歉与赔偿。随后，罗永浩加入论战。1月16日当晚，罗永浩和贾国龙微博 双双被禁言。 近日，贾国龙在接受采访时表示，将回归一线、聚焦主业，不再打造个人IP。 责任编辑：王翔 ...

转自：中国质量报 看见趋势 把握变革 2025微博年度汽车大选在京收官 本报讯 （记者岳 倩）近日，2025微博年度汽车大选在京收官。此次活动是对2025年汽车行业市场的总 结，也是对微博社交舆论场2025年重要的回顾。 2025年，汽车行业产销分别突破3400万台，新能源汽车销量占比跨越50%临界点。与此同时，L3自动驾 驶获得准入试点，城市NOA（领航辅助驾驶）大规模落地，汽车市场从价格战转向技术战。 据介绍，微博年度汽车大选如今已走到第23个年头，越来越多汽车品牌和产品通过积极拥抱社交媒体， 与用户真诚对话。 以技术导向重塑市场正在成为普遍共识，企业的策略选择与新世代用户消费观念转变密不可分。2025 年，一些现象级的汽车热点在微博登榜，汽车社交热点不断助力车企品牌价值增长，车企品牌纷纷开始 重新定义产品功能点。 此次微博年度汽车大选以用户消费趋势的变化为内核，历时3个月，经百万微博网友互动，由百位汽车 KOL（关键意见领袖）与跨领域媒体账号推荐，以及汽车机构及产学研核心评委专业评议盘点产生。 "买车可以买贵的，但不能买贵了。"有年轻消费者在微博写道。当下年轻人的购车理念和购车趋势已发 生变化，消费者对 ...

科普视频显示，西兰花从采摘到运输再到售卖周期长，中间会因为搬运、磕碰、保鲜不当等，存在微生 物滋生、农残超标、营养流失等问题，西贝从源头采购，选的是不打化学合成农药、不施化学合成肥料 的有机西兰花。因为有机种植容易有虫卵杂质，所以采摘后会在产地马上做深度清洗。经过处理的西兰 花会被送到零下38度的速冻机中，短时间内速冻至零下18度以下，虽然包装上标注的24个月是符合国家 标准的急冻蔬菜保质期，但西贝的西兰花在门店使用期限为一个月。 贾国龙上一次在微博发言是在1月16日。当时他表示，晚上10点将就罗永浩对西贝的重大污蔑诽谤一一 全面回应。并称"在回应前，请罗永浩先就四个月来在冷冻有机西蓝花事情上欺骗全国网友，给西贝， 给无数宝妈，给全国餐饮业造成的危害，认真道歉，并赔偿相应损失。" 瑞财经 赵盼盼2月3日，西贝餐饮集团创始人贾国龙的微博账号"西贝贾国龙"解禁。其解禁后的第一条 内容转发自"西贝XIBEI官方微博"，是一条有关"西贝的有机西兰花为什么是速冻"的科普视频。 随后，罗永浩回应称，"冷冻西兰花成本确实更高，所以西兰花的问题在某种程度上是冤枉的，其他的 基本都不冤，甚至不能算'黑'，因为他家大部分就是预制 ...