东兴证券晨报-20260206

Economic News - The Ministry of Finance, General Administration of Customs, and State Taxation Administration announced a "zero tariff" policy for imported goods purchased by residents of Hainan Free Trade Port, allowing an annual exemption limit of 10,000 yuan per person [1] - The Shanghai Futures Exchange will adjust the price fluctuation limits and trading margin ratios for gold and silver futures starting February 9, 2026, with gold futures' fluctuation limit increasing from 16% to 17% [2] - The Ministry of Industry and Information Technology and other departments released a plan for the high-quality development of traditional Chinese medicine, aiming to cultivate 60 high-standard raw material production bases by 2030 [3] - The Ministry of Commerce reported a 7.4% year-on-year growth in service trade in 2025, with knowledge-intensive service trade growing by 6.6% [4] - The National Internet Information Office and 11 other departments issued opinions to enhance digital services for foreign personnel entering China, aiming for a more interconnected digital service system by 2030 [5] Key Company Information - Meituan announced the acquisition of Dingdong Maicai's China business for approximately $717 million (about 5 billion yuan) [6] - Guoxuan High-Tech plans to raise 5 billion yuan through a private placement to expand its new energy battery production capacity [7] - Nanjing Mining Group intends to acquire a 10% stake in Eagle Valley Gold through a cash investment of $30 million [8] - Muyuan Foods reported a 2.73% year-on-year increase in the sale of live pigs in January 2026, with sales revenue declining by 11.93% [9] - Baidu announced a new stock repurchase plan of up to $5 billion, effective until December 31, 2028, to enhance long-term shareholder value [10] Industry Insights - The rubidium and cesium market is expected to enter a new structural expansion cycle driven by the penetration of perovskite solar cells and the development of space photovoltaics [11] - Perovskite solar cells are projected to have a market penetration rate of 30% by 2030, significantly increasing from 1.3% in 2025 [12] - The flexible structure of perovskite solar cells allows for applications in various fields, including building-integrated photovoltaics (BIPV), wearable devices, and vehicle power generation [13] - The global BIPV market is expected to grow from $16.66 billion to $47.02 billion between 2026 and 2031, with a CAGR of 23.06% [14] - The demand for rubidium is projected to grow at a CAGR of 115% from 2025 to 2030, driven by the increasing production of perovskite solar cells [15]