2月2日，香港金融管理局（以下简称"香港金管局"）总裁余伟文在立法会财经事务委员会会议后向媒体 表示，该局正在对已收到的稳定币发行人牌照申请进行评估，并已向部分机构要求补充材料，例如稳定 币的具体应用场景、风险管理框架及储备资产类别等详细信息，目标是争取在今年3月发出香港首批稳 定币发行人牌照。 京东旗下的京东币链科技（香港）是香港金管局于2024年7月公布的首批稳定币沙盒测试三大参与者之 一，与渣打银行、圆币科技一同成为"吃螃蟹者"。紧接着，小米旗下天星银行宣布与京东币链科技达成 稳定币合作，由此引发市场对互联网大厂布局Web3（第三代互联网）的无限遐想。 作为香港三大发钞行之一，渣打银行凭借其深厚的金融基础设施与先发的沙盒测试经验，也被市场寄予 厚望。 在《稳定币条例》于2025年8月1日生效后，首批牌照申请窗口于同年9月30日关闭。根据香港金管局此 前披露的信息，期间共收到36份申请。申请机构类型多元，涵盖银行、科技企业、证券/资产管理/投资 公司、电商、支付机构、初创/Web3企业等。 （文章来源：每日经济新闻） 不过，他同时强调："首批发牌的数量一定不多，以稳妥为目标。" 余伟文特别强调了跨境活动的 ...

每经记者｜李旭馗 每经编辑｜陈柯名 董兴生 编辑|陈柯名 董兴生 杜恒峰 2025年5月，蚂蚁集团旗下的蚂蚁国际成为汇丰银行以代币化存款为本的区块链结算服务的首家客户，旗下公司在汇丰账户的存款经代币化后，成功完成 即时的内部资金调拨。另一关键实体蚂蚁数科作为蚂蚁集团科技商业化板块，已于2025年4月将海外总部落户香港，蚂蚁数科在区块链领域拥有众多全球 领先的技术和专利。 京东旗下的京东币链科技（香港）是香港金管局于2024年7月公布的首批稳定币沙盒测试三大参与者之一，与渣打银行、圆币科技一同成为"吃螃蟹者"。 紧接着，小米旗下天星银行宣布与京东币链科技达成稳定币合作，由此引发市场对互联网大厂布局Web3（第三代互联网）的无限遐想。 作为香港三大发钞行之一，渣打银行凭借其深厚的金融基础设施与先发的沙盒测试经验，也被市场寄予厚望。 在《稳定币条例》于2025年8月1日生效后，首批牌照申请窗口于同年9月30日关闭。根据香港金管局此前披露的信息，期间共收到36份申请。申请机构类 型多元，涵盖银行、科技企业、证券/资产管理/投资公司、电商、支付机构、初创/Web3企业等。 记者|李旭馗 2月2日，香港金融管理局（以下简 ...

Core Insights - JBB BUILDERS, a Malaysian construction contractor, plans to acquire 100% of Chengdu Jianfu Convenience Store Management Co., Ltd. for 120 million RMB, marking its entry into the convenience store sector in China [2][4] - The acquisition is surprising due to the contrasting business backgrounds of the buyer and seller, with JBB BUILDERS primarily focused on marine construction and not previously involved in the retail market [2][4] - Xiamen Jianfu, the seller, aims to achieve a target of 10,000 stores and 10 billion RMB in revenue within five years, yet is selling 95 stores in Sichuan [6][8] Company Overview - JBB BUILDERS operates mainly in Malaysia and Singapore, focusing on marine construction services, building and infrastructure projects, and marine fuel trading [3][4] - Chengdu Jianfu operates 95 stores in Sichuan, including 65 direct-operated and 30 franchised stores, offering a variety of products such as daily necessities, fresh produce, and medical devices [2][4] Financial Performance - For the fiscal year 2025, JBB BUILDERS reported revenues of 427 million MYR (approximately 724 million RMB) and a net profit of 21.99 million MYR (approximately 37.27 million RMB) [3] - Chengdu Jianfu's financial performance has been inconsistent, with projected revenues of 161 million RMB and a net profit of only 1.1 million RMB for 2025, indicating challenges in meeting profitability targets [5][6] Strategic Moves - The acquisition is seen as a strategic move for JBB BUILDERS to diversify its revenue streams and leverage Chengdu Jianfu's existing network and supply chain [4][5] - Xiamen Jianfu has committed to a profit guarantee, ensuring that Chengdu Jianfu achieves a minimum net profit of 10 million RMB in the fiscal years 2026 and 2027, with penalties for non-compliance [5][6] Market Context - Xiamen Jianfu has expanded rapidly since its inception in 2006, with over 3,000 stores across multiple provinces, including a significant presence in Fujian and Jiangsu [6][7] - The sale of the Sichuan stores is interpreted as a potential step towards Xiamen Jianfu's IPO ambitions, despite the company's aggressive expansion goals [8]

Core Insights - JD Home Services has reported a significant increase in demand for cleaning services, with orders for window cleaning and kitchen hood cleaning surging over 10 times compared to regular levels during the pre-Spring Festival peak period [1][3] - The company has launched a "100 Cities, 100,000 Recruitment Plan" to recruit 100,000 cleaners and 100,000 appliance cleaning specialists across 180 cities in China [2][3] - JD Home Services aims to provide a comprehensive training system to help workers quickly obtain certifications and develop high-quality home service talent [2][3] Service Offerings - During the Spring Festival, JD Home Services continues to offer a variety of services, including daily cleaning, appliance cleaning, and even pet care services to meet diverse household needs [2][3] - The company emphasizes a full-chain talent development system that includes job demand analysis, skills training, skills evaluation, and employment services [2][3] Employment and Economic Impact - JD Home Services is committed to providing ample job opportunities and standardized training to help home service workers increase their income and realize their professional value [2][3] - The initiative is expected to meet the home service needs of millions of families across China [2][3]

Core Insights - The article highlights the rapid growth of e-commerce in Guangxi, driven by digital platforms and live-streaming sales, which have significantly boosted regional economic development and consumer engagement [1][19][20]. E-commerce Growth - By 2025, Guangxi's online retail sales are projected to grow by 19% year-on-year, surpassing the national growth rate of 10.4% [1][20]. - The physical goods online retail sales in Guangxi are expected to increase by 10.4%, becoming a key driver of consumption growth [1][20]. - Rural e-commerce is thriving, with online retail sales exceeding 23 billion yuan, marking a 15.6% year-on-year increase [1][20]. - The online retail sales of agricultural products have surpassed 10 billion yuan, with fruit sales growing by 26.4% [1][20]. Live-streaming and Consumer Engagement - Live-streaming e-commerce has emerged as a significant trend, with annual sales exceeding 7 billion yuan, playing a crucial role in activating market potential [1][20]. - A themed e-commerce event attracted over 100 million viewers, showcasing Guangxi's premium fruits and local specialties, resulting in over 539,000 orders for more than 700 products [19][20]. Cross-border Trade and Policy Support - Guangxi is positioned as a hub for ASEAN products entering China, benefiting from the RCEP agreement and various supportive policies for cross-border e-commerce [22][23]. - The region has seen the establishment of over 30,000 new physical goods online retail stores and more than 8,000 new e-commerce enterprises, enhancing the local e-commerce ecosystem [20][26]. Innovation and Talent Development - Guangxi is actively fostering e-commerce talent through partnerships with major platforms and educational institutions, with over 2,000 individuals trained in cross-border e-commerce [29][30]. - The region is exploring the integration of artificial intelligence in e-commerce, promoting innovative applications such as smart live-streaming and digital marketing strategies [29][30]. Future Outlook - Guangxi aims to maintain its leading position in online retail growth and develop competitive e-commerce enterprises by 2026, further solidifying its role as a key player in the "Silk Road e-commerce" framework [30][32].

Core Viewpoint - The new national subsidy policy for 2026 aims to stimulate consumer spending by focusing on energy-efficient and smart products, with a more targeted approach to financial resources [3][15]. Group 1: Policy Changes - The 2026 subsidy policy narrows its focus from 12 categories in 2025 to 6 key categories: televisions, refrigerators, water heaters, computers, washing machines, and air conditioners [3]. - The subsidy standard has been reduced from 20% to 15%, and the maximum subsidy per household appliance has decreased from 2000 yuan to 1500 yuan, emphasizing the efficient use of fiscal funds [3][15]. - New products like smart glasses have been included in the subsidy list, reflecting the government's responsiveness to emerging consumer demands [3]. Group 2: Implementation and Market Response - The Chongqing Municipal Commerce Committee quickly implemented the subsidy policy, with a well-prepared execution plan ready within hours of the official announcement [6]. - The initial response from consumers was strong, with a significant increase in foot traffic at stores like JD MALL, doubling the number of visitors [8]. - However, there were issues with the redemption rate of subsidy coupons, leading to a policy adjustment to allow for daily coupon claims instead of weekly [9][10]. Group 3: Financial Support and Consumer Behavior - Financial institutions have been proactive in addressing the cash flow pressures faced by retailers, introducing products like "National Subsidy Loans" to support businesses [12]. - The average transaction value at stores has increased by over 40% compared to 2024, indicating that consumers are opting for higher-quality products rather than just cheaper options [15]. - The new policy is seen as a driver for consumption upgrades, with a notable increase in sales of energy-efficient and smart products, reflecting a shift in consumer preferences towards quality [14][15]. Group 4: Future Outlook - The 2026 subsidy policy is expected to foster a more advanced, intelligent, and green domestic market, aligning with national goals for sustainable consumption [16].

Group 1: Economic Outlook and Policy Direction - The 2026 macroeconomic outlook emphasizes the importance of the "15th Five-Year Plan," which marks a shift in policy focus towards economic construction, consumption, and technological development [1][6][17] - Key adjustments in the "15th Five-Year Plan" include a renewed emphasis on balancing economic growth with safety, promoting urban-rural integration, and reforming the fiscal and tax system [1][6][8] - China's economic growth rate has decreased to around 5%, but it remains competitive compared to emerging markets like Vietnam and India, highlighting the need for a focus on maintaining reasonable growth [1][7] Group 2: Monetary and Fiscal Policy Changes - Significant changes in monetary policy now include promoting stable economic development and reasonable price recovery as key considerations, moving away from a sole focus on inflation [2][10] - Fiscal policy is expected to maintain a deficit rate of around 4%, with an emphasis on necessary debt levels and total expenditure [2][10] - The policy aims to optimize existing demand through measures like "trade-in" programs and removing unreasonable restrictions to stimulate consumption [2][11] Group 3: Global Economic Context - The U.S. economy shows signs of weakness, with a cooling job market and a decline in the dollar's reserve status, while the European economy faces multiple challenges, including energy crises [4][15] - Despite a 35% drop in real estate prices over five years, China's economy has shown resilience, supported by advancements in semiconductor equipment, digital economy, and artificial intelligence [4][12] - China's trade surplus is projected to reach $1.2 trillion by 2025, indicating a balanced trade relationship with the U.S. despite ongoing trade tensions [12][16] Group 4: Consumer and Investment Dynamics - The core policy direction for 2026 is to boost consumption, with a significant gap between service consumption in China (18% of GDP) compared to the U.S. (46%), primarily due to urban-rural disparities [4][17] - Investment pressures are evident, with fixed asset investment declining by 12%, although this figure may not accurately reflect the actual investment situation [11][12] - The "15th Five-Year Plan" aims to enhance consumer spending through urban-rural integration and regulatory relaxation, such as in the automotive and yacht sectors [17]

近日，复旦大学南土国际金融政策圆桌会第11期暨"如何看待当前宏观金融形势系列"收官之作在复旦经 济学院举行。会上京东集团副总裁、首席经济学家沈建光围绕2026年宏观经济展望与政策重点发表了观 点。羽扇观金工作室进行独家报道。 沈建光指出，2026年作为"十五五"规划开局之年，政策导向已在规划及中央经济工作会议中明确体现。 与"十四五"相比，"十五五"规划有六大关键调整，包括重提"以经济建设为中心"，更加强调消费、内循 环与科技产业协同发展，平衡发展与安全，推进城乡融合、统一大市场建设及财税体制改革等。他提 到，中国经济增速虽从过去的高位逐步回落至5%左右，但在越南、印度等新兴市场高增长的对比 下，"十五五"规划重申经济建设为中心，凸显保持合理增长速度的重要性。 在政策层面，沈建光重点解读了货币与财政政策的新动向。他表示，货币政策出现重大转变，首次 将"促进经济稳定发展、物价合理回升"纳入重要考量，打破了以往仅关注通胀上限的传统框架；财政政 策则强调保持必要的赤字、债务规模和支出总量，预计今年财政赤字率仍将维持在4%左右。扩大内需 方面，政策更侧重存量优化，通过"以旧换新"、释放服务业潜力、去除不合理限制等方式 ...

目前，京东全球购已通过设立"英国国家馆"等多种方式为英国品牌提供支持，为其高效入华搭建了成熟的落地通道。过去一年，英国品牌在京东销量持续保 持强劲增长态势，家用电器、健康保健、个人护理、母婴用品等成为最受中国消费者青睐的热门品类，充分印证了中国市场对英国优质产品的旺盛需求。 1月30日，在英国首相斯塔默来华访问期间，京东集团与英中贸易协会（CBBC）在中英商务论坛上正式签署战略合作协议。英国财政部经济国务大臣露西· 里格比等见证签约仪式，京东全球购相关负责人与英中贸易协会主席吴思田代表双方进行签约。 此次战略合作的核心目标的是搭建中英品牌合作桥梁，助力更多英国企业顺利进入中国市场。根据协议，英中贸易协会将充分发挥其在英国商业领域的资源 优势，联动本土优质企业与京东开展深度合作；京东全球购将为英国品牌提供全链路支持，包括专业的中国市场洞察、定制化运营服务，以及京东成熟的电 商生态与物流网络资源，帮助英国品牌高效触达中国消费者，快速打开市场局面。 "这一合作彰显了我们共同的目标，即支持英国企业更有效地对接全球最大的线上消费市场。" 吴思田表示，"通过与京东携手，我们希望帮助英国品牌更好 地把握中国市场机遇、明晰落 ...

春节临近,年味渐浓,哈尔滨冰雪大世界也游人如织。近日,京东箱包品类、京东旅行在哈尔滨冰雪大世界 打造的"马上'箱'见"快闪活动顺利结束。本次活动由京东箱包携手旅安红钻,以及新秀丽、外交官、 ITO、小米等15个行李箱品牌共同呈现,现场不仅设有密码锁互动、箱包展示等体验环节,还提供了便捷 的行李箱寄存服务,帮助游客轻松游玩。 目前,京东年货节旅安红钻专场正火热进行中,品牌行李箱官方直降88折起。消费者打开京东APP,搜索"旅 安红钻"即可进入会场选购。同时,搜索"返箱季"进入京东服饰美妆年货节箱包专场,可享受箱包叠大额券 不止5折等超多超值优惠,助力消费者轻松备齐新年行装,畅享安心旅途。 现场陈列的旅安红钻行李箱吸引了不少游客的目光。该系列主打"无损安检锁",旅客可正常上锁,安检人 员也可通过专用工具无损开箱,避免了行李被强行破坏的风险。旅安红钻锁符合全球安检标准,覆盖75个 国家、超750个机场,已成为旅行锁具行业的权威标杆。 本次活动巧妙融合春节氛围与出行场景,设置了多个互动区域。现场醒目的巨型箱包装置、陈列热门款 式的展示橱窗吸引了众多游客驻足。大家纷纷化身"马年寻福官",参与"逛展集钻"主线任务,通过完 ...