智通财经APP获悉，瑞银发布研报称，华润万象生活(01209)将于3月27日公布去年业绩。瑞银指，预期 其2025年业绩符合市场预期。该行预期公司将提供乐观指引，包括"十五五"规划下购物中心扩张计划以 及2026年同店销售增长预测。该行将2026年同店零售销售增长预测由7%上调至10%，因此将2026至 2027年盈利预测上调2%。目标价由48港元升至55港元，维持"买入"评级，并列为中国房地产板块首 选。 ...

瑞银发布研报称，华润万象生活(01209)将于3月27日公布去年业绩。瑞银指，预期其2025年业绩符合市 场预期。该行预期公司将提供乐观指引，包括"十五五"规划下购物中心扩张计划以及2026年同店销售增 长预测。该行将2026年同店零售销售增长预测由7%上调至10%，因此将2026至2027年盈利预测上调 2%。目标价由48港元升至55港元，维持"买入"评级，并列为中国房地产板块首选。 ...

Core Viewpoint - The Tabbit AI browser, developed by Meituan's Light Year Beyond team, has entered public testing, but allegations of code plagiarism have emerged from users on social media [1][4]. Group 1: Company Response - The Light Year Beyond team issued an apology and announced the removal of the disputed translation project code from the Tabbit browser, committing to open-source the project for community review [1][4]. - The team has communicated with the original author of the Read Frog project to obtain formal licensing for the code, with plans to update and restore the functionality after authorization [1][4]. Group 2: Community Interaction - The original author of the Read Frog project expressed understanding and provided professional advice, highlighting the importance of compliance and respect for intellectual property within the open-source community [5][6]. - The Tabbit team confirmed that the issue arose from a lack of rigorous understanding of open-source protocols and compliance processes, rather than any malicious intent [5][6]. Group 3: Future Directions - The incident serves as a reminder for both individual developers and corporate teams to prioritize awareness of licensing terms and compliance boundaries when using open-source projects [6]. - The company aims to foster healthy development within the open-source community through respect for rules and collaboration with other projects in the future [5][6].

机构：华创证券 研究员：张程航 事项： 吉利汽车发布2 月销量，公司实现销量20.6 万辆，同比+0.6%，环比-23.7%。 其中银河品牌销量7.3 万辆，同比-3.9%，环比-11.9%；领克品牌2.7 万辆，同比+59%，环比-5.3%；极 氪2.4 万辆，同比+70%，环比+0.1%。其中，内销14.5万辆，同比-19%，环比-31%；出口6.1 万辆，同 比+1.4 倍、环比+0.6%。 评论： 2026 年仍处于强新品周期，高端化推进顺利。自2024 年吉利银河系列新能源车进入全新产品周期之 后，公司持续推出富有竞争力的新车型。近期多公司款新车亮相，包括吉利博越REV、极氪8X、银河 A7 纯电版、银河M8、银河战舰等，强势新车周期即将开启。此外，公司高端化进程推进成立。2025 年发布三款六座SUV——银河M9、领克900、极氪9X，均为对应品牌的旗舰车型，月销0.5-1.0 万、0.2- 0.8 万、0.5-0.9 万辆。2026 年规划上市30-40 万元大五/六座SUV——极氪8X，继续扩充公司高端化产品 谱系。 低估值+高增长，吉利有望随整车beta 修复实现估值回归。近期，汽车板块受零 ...

消息面上，汇丰环球研究报告指，实证分析显示，香港公用事业板块在重大全球冲突期间始终如一展现 其防御性特质。该板块在相关事件发生后，表现一贯地优于大市，在重大事件发生后的60天内，跑赢恒 生指数7%。撇除典型的避险情绪，该行认为板块的核心基本面依然稳固，受到监管框架及长期合约的 保护，得以抵御宏观不确定性与干扰。此外，随着伊朗关闭霍尔木兹海峡，燃料价格飙升。然而，该行 预期对板块盈利的影响微乎其微，因为对于香港、英国及澳洲的受规管公用事业，燃料价格可完全转嫁 至用户账单。 香港公用股彰显防御属性，今日逆势上扬，截至发稿，香港中华煤气(00003)涨1.72%，报7.69港元；电 能实业(00006)涨0.96%，报63.4港元；港灯-SS(02638)涨0.72%，报7.01港元；中电控股(00002)涨 0.61%，报74.6港元；长江基建集团(01038)涨0.61%，报66.15港元。 ...

消息面上，汇丰环球研究报告指，实证分析显示，香港公用事业板块在重大全球冲突期间始终如一展现 其防御性特质。该板块在相关事件发生后，表现一贯地优于大市，在重大事件发生后的60天内，跑赢恒 生指数7%。撇除典型的避险情绪，该行认为板块的核心基本面依然稳固，受到监管框架及长期合约的 保护，得以抵御宏观不确定性与干扰。此外，随着伊朗关闭霍尔木兹海峡，燃料价格飙升。然而，该行 预期对板块盈利的影响微乎其微，因为对于香港、英国及澳洲的受规管公用事业，燃料价格可完全转嫁 至用户账单。 智通财经APP获悉，香港公用股彰显防御属性，今日逆势上扬，截至发稿，香港中华煤气(00003)涨 1.72%，报7.69港元；电能实业(00006)涨0.96%，报63.4港元；港灯-SS(02638)涨0.72%，报7.01港元；中 电控股(00002)涨0.61%，报74.6港元；长江基建集团(01038)涨0.61%，报66.15港元。 ...

Group 1 - The core point of the article is that Li Enle, the former branch manager of Bohai Bank Dalian Shahekou Branch, was penalized for failing to implement unified credit policies, receiving a warning and a fine of 200,000 yuan [1][2][3] Group 2 - The regulatory authority involved in the decision is the Dalian Regulatory Bureau of the National Financial Supervision Administration [1][2][3] - The specific violation committed by Li Enle was the non-execution of unified credit [1][2][3]

Core Insights - The article highlights the significant growth of online medical insurance drug purchasing services in Beijing, with nearly 4 million users served by Meituan Buy Medicine [1] - The introduction of new services such as "Family Account" and "Family Mutual Aid" aims to enhance user experience and accessibility [1] Group 1: Service Expansion - Meituan Buy Medicine has increased its coverage to over 900 designated medical insurance pharmacies in Beijing, representing a substantial growth of 233% since its initial launch [1] - The platform has doubled its online pharmacy coverage and the variety of drugs available [1] Group 2: Nighttime Service Initiative - To address the challenge of purchasing medication at night, Meituan has launched the "Little Yellow Light Guardian Alliance" plan, with 45% of pharmacies supporting online medical insurance operating 24 hours [1] - Nighttime orders (from 10 PM to 8 AM) account for 20% of total orders on the platform [1] Group 3: Regulatory Support - As of March 2, the Beijing Medical Insurance Bureau announced that insured individuals can now use their personal accounts on both JD and Meituan platforms to purchase over-the-counter medications from more than 900 designated retail pharmacies [1] - By 2025, 423 designated retail pharmacies will be included in the online medical insurance payment service system [1]

凤凰网科技讯 3月3日，网友"梦溪睡了吗"在社交平台上发帖，称美团的AI浏览器Tabbit抄袭其个人产品陪读蛙的代码，并放出了两款产品界面的对比图。 随后，该网友又在X上放出了视频证据，表示Tabbit的icon文件名仍是read-frog（陪读蛙）。 对此，Tabbit官方回应称，当时read-frog项目中仓库中并未包含任何开源协议声明。团队经评估进行了项目fork，以独立项目的方式进行开发。虽然我们的 fork代码行为发生在该项目添加明确的开源协议之前，但我们充分尊重和理解原作者对项目的所有权及其协议选择。将从Tabbit浏览器新版中移除此翻译 项目，并已将此项目完整开源。 据悉，Tabbit是美团光年之外团队推出的AI原生浏览器，于3月2日开启免费公测，支持macOS与Windows。它以AI Agent为核心，可自动完成网页操作、 信息提取、生成报告等任务，支持妙招复用流程、脚本自定义网页。内置美团LongCat大模型，可切换多家AI，主打高效办公。 网友表示，根据GPL协议，使用他的代码的产品都需要开源，而美团并未开源Tabbit。 ...

Group 1 - The core viewpoint of the article is that Macau's total gaming revenue in February increased by 4.5% year-on-year to MOP 20.6 billion, surpassing the previously revised market consensus of 1% growth [1] - Despite softer gaming revenue data from February 16 to 18, the latter part of February showed strong demand, with the average daily gaming revenue from February 23 to 28 reaching MOP 1.053 billion [1] - The company anticipates a solid start for March, projecting a year-on-year growth of 9.7% to MOP 21.6 billion, which translates to an average daily gaming revenue of MOP 696 million [1] Group 2 - The company's forecast for March is 3% lower than the market consensus [1] - The Macau gaming sector is currently trading at 10.1 times the projected enterprise value to EBITDA for 2026 [1] - Galaxy Entertainment (00027) and MGM China (02282) remain the company's top picks in the industry [1]