炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：南财社 刻俩萝卜章骗了300亿的"承兴系"诈骗案，直到如今，还有后续。 2月23日，湘财股份发布公告，称子公司湘财证券收到云南省昆明市中级人民法院送达的两起案件重审 一审的应诉通知书、举证通知书等相关材料。公告显示，云南高院裁定认为，一审法院审理认定基本事 实不清，适用法律错误，故裁定撤销一审判决并发回重审。 案件显示，两起案件共涉及金额3.429亿及相应利息。湘财证券基于谨慎性原则，已全额计提预计负 债。 湘财证券旗下的资管产品和云南信托发行的云涌系列信托产品都踩雷此案，其中湘财证券损失9亿余 元，云南信托损失15亿余元。 也就是说，湘财证券和云南信托都是"承兴系"300亿诈骗案的受害人，但在罪魁祸首罗静被判无期，其 妹妹罗岚获刑十七年六个月后，这两个"受害者"，却"掐"起来了。 追溯云南信托与湘财证券这起纠纷，根源是2019年那起震惊资本界的300亿"承兴系"诈骗案。从案发到 如今，六年过去了，余震还在持续。 01 300亿诈骗案的持续余震 提起承兴系，很人可能没什么印象，但如果提到那个"刻了俩萝卜章骗了300亿还让京东背锅" ...

"今年，我们的目标是：地区生产总值和固定资产投资增长5%以上，规上工业总产值突破8600亿，社会 消费品零售总额突破2000亿，引进优质产业项目500个以上，其中百亿级项目8个。"2月25日，在2026年 广州市高质量发展大会上，黄埔区区长冼银崧亮出年度发展"任务书"，勾勒经济大区开局之年的奋进图 景。 而作为广州实体经济的主战场，黄埔区明确将以"决战姿态"，通过稳增长、强产业、深改革三大路径， 加速实现经济量质"双提升"，全力冲刺"十五五"全区规上工业总产值破万亿的远景目标。 瞄准今年一季度经济实现"开门红"，黄埔区已将区级核算的29项经济指标逐项拆解、细化举措，并建 立"部门+镇街+园区"三级联动的协同作战体系，确保各项部署快速落地见效。 在做强工业"顶梁柱"方面，黄埔区坚持传统产业、战略性新兴产业、未来产业并举，加快打造"2个2000 亿级、5个1000亿级、若干个500亿级"的现代化产业集群，力争在"十五五"期间实现规上工业总产值突 破万亿。今年，该区将全力推动180个项目开工、120个项目竣工投产，新增100家规上高新技术企业， 加速向"智造强区"跃升。 在激发消费"新潜力"方面，黄埔区将加快推进投 ...

Group 1 - The core viewpoint of the news is that Pinggu District has achieved full approval of land spatial planning for all 15 towns, laying a solid foundation for the development strategy of "high-end, large-scale, and fashionable" Pinggu, which focuses on high-tech agriculture, logistics, and leisure [1][9][27] Group 2 - The planning process in Pinggu District emphasizes systematic thinking and problem orientation, implementing a "three synchronizations" approach to ensure that planning is practical and effective [3][17] - The integration of 108 specialized research results into the town planning process ensures that major infrastructure projects and ecological protection are accurately incorporated into land use layouts [3][9] Group 3 - The planning includes a comprehensive industrial development plan for all 15 towns, ensuring that projects align with the planning and that resources follow the projects [9][21] - Specific strategies for logistics development have been implemented, including the creation of approximately 2800 acres of industrial space to meet the demands of modern logistics [9][23] Group 4 - The planning process has involved community engagement, ensuring that local insights and needs are incorporated into the planning outcomes, making them more applicable and grounded in local realities [14][17] - Innovative mechanisms have been introduced to address the challenges of resource allocation, transforming static plans into dynamic engines for regional potential [17][19] Group 5 - The planning has led to significant advancements in agricultural high-tech initiatives, with the introduction of smart greenhouse clusters and numerous "Doctor Farms" across various towns [21][23] - The logistics sector is being strengthened through the establishment of a multi-modal transport hub in Mafu Town, supported by significant investments in infrastructure [23][24] Group 6 - The leisure industry is being enhanced through the development of national-level recreational areas and unique cultural tourism projects, contributing to the overall quality of life in the region [25][27] - Future plans include ongoing monitoring and evaluation of the implementation of these strategies to ensure they translate into high-quality development outcomes [27][29]

2026年春节，人形机器人成为最火的"新年货"与"流量担当"。 早在春节前两个月，多家租赁商便已进入满负荷运转状态，咨询量与订单量同步大幅增长。"年前两个 月就进入忙碌状态，咨询订单增长挺快"，一位人形机器人租赁商介绍。 作为节假日与大型活动的传统旺季，春节本就带动租赁需求集中释放，而今年央视春晚机器人的集中亮 相，更让这一赛道迎来史无前例的热度爆发。 2026年央视春晚，松延动力、宇树科技、魔法原子、银河通用等四家国内机器人企业同台登场，多款机 器人完成小品互动、空翻、头部伸缩等高难度表演，宇树科技《武BOT》以升级版"赛博功夫"再成焦 点，相关话题迅速冲上热搜，彻底点燃大众与商业市场的热情。 春晚效应迅速传导至线下，租赁市场订单持续暴涨，热门机型一机难求。上述租赁商表示，这股热潮在 春晚播出后持续升温，目前看来估计能延续至四五月份。 去年至今，机器人一直是备受关注和讨论的话题，据高工机器人产业研究所（GGII）2025年白皮书显 示，2023-2025年国内人形机器人企业从120余家增至320余家，行业融资突破580亿元，技术成熟度与商 业化能力同步跃升。 如今，机器人不再只停留于舞台表演，更成为商业引流 ...

wumiancaijing.com / 2月25日，网上有消息称，飞天茅台出厂价由1169元/瓶上调至1299元/瓶，引发市场关注。 对此，据21世纪经济报道，贵州茅台公司接线工作人员回应：" 如果是飞天有价格有调整的话，是要披 露的重大事项，公司会及时披露信息。网上经常有这种小作文，建议关注公司披露的公告，没必要去相 信网上的这种谣传。" 最热的泛财经新闻，都在这儿了。 重要提醒！！！为防失联，请"星标"我们！进入无冕财经公众号，点击右上角"..."，再" "，以便您及时 接收每篇推送~ 本文由无冕财经（wumiancaijing）整理发布 资讯整理：小冕 编辑：陈涧 设计：岚昇 传飞天茅台出厂价上调130元 茅台辟谣，分析称是股民行为 ▲茅台2023年调价时曾发布公告。 贵州茅台最近一次调整出厂价格，还是在2023年11月1日，当时上调53%vol贵州茅台酒（飞天、五星） 出厂价格，平均上调幅度约为20%。但市场指导价仍维持在每瓶1499元。 据中国基金报，对于调价消息，一位茅台酒经销商表示"没听说"。中国酒业独立评论人肖竹青表 示，"贵州国资背景的茅台酒代理商是茅台酒涨价的最大阻力，每一个贵州国资的代理 ...

Market Overview - The Hong Kong stock market experienced a mixed performance, with the Hang Seng Index rising by 0.66% to 26,765.72, while the Hang Seng Tech Index fell by 0.19% to 5,260.50 [1][2] - The overall market showed signs of recovery after a significant drop the previous day, with the Hang Seng Index and the National Enterprises Index both posting gains of 0.66% and 0.30%, respectively [1] Sector Performance - Technology stocks showed a rebound, with Meituan rising by 1.6%, while Alibaba, Tencent, and JD.com also saw slight increases [4] - Real estate stocks surged following the announcement of new housing policy adjustments in Shanghai, with Country Garden and CIFI Holdings both gaining over 6% [5][6] - The construction materials sector also performed well, with Conch Cement rising over 5% [6][7] - Steel stocks experienced broad gains, with New Mining Resources up by 20% and Chongqing Steel rising over 8% [8] - Copper and aluminum stocks saw collective increases, with WanGuo Gold Group rising by 6.91% and China Gold International up by over 4% [9][10] - The gold and precious metals sector was active, with Long Resources increasing by over 13% [11] - The sportswear sector saw gains, with Tmall rising by 6.53% and Anta Sports up by 2.48% [13] - The restaurant sector collectively rose, with Haidilao increasing by 6.19% due to strong consumer demand during the Spring Festival [15] Weak Performers - Semiconductor stocks faced declines, with companies like Lattice Semiconductor and Aisino falling over 7% [16][17] - Paper stocks dropped, with Nine Dragons Paper down by 4.29% [18] - The electricity sector showed weakness, with Datang New Energy falling over 4% [19] - Automotive stocks declined, with Li Auto down by 3.71% and NIO down by 2.64% [20] - Education stocks performed poorly, with Chuanglian Holdings dropping over 5% [21] Capital Flow - Southbound funds recorded a net sell of HKD 4.057 billion, with the Shanghai-Hong Kong Stock Connect seeing a net sell of HKD 5.495 billion [23] Market Outlook - Huatai Securities noted increased market differentiation during the Spring Festival, with AI and internet giants showing diverging trends, while consumer data remained strong but did not significantly boost sector performance [23]

Market Performance - The Hong Kong stock market indices experienced a decline in the afternoon, with the Hang Seng Tech Index falling by 0.19%, while the Hang Seng Index and the National Enterprises Index rose by 0.66% and 0.3% respectively, halting the previous day's significant drop [1] Sector Performance - Major technology stocks showed signs of recovery, with Meituan increasing by 1.6%, and Alibaba, Tencent, and JD.com also experiencing slight gains. Tencent hit a recent low during the previous trading session [1] - The real estate sector saw a boost following Shanghai's new housing policy "沪七条," which further relaxed housing purchase restrictions, leading to a rally in domestic property stocks. Notably, Chongqing Steel surged by 27% at one point, ultimately closing up by 8.7% [1] - The non-ferrous metal sector, including copper, aluminum, and gold stocks, was notably active, with Lingbao Gold reaching a historical high. Major players like WISCO Resources, China Aluminum, and China Hongqiao all saw significant increases [1] - The restaurant sector performed well during the Spring Festival, with Haidilao leading the gains among restaurant stocks [1] Weak Performers - Semiconductor storage concept stocks, which had led the market in the previous day, mostly retreated, with Langqi Technology dropping over 7% and Zhaoyi Innovation falling by 4.5% [1] - Other sectors such as paper, automotive dealerships, electric power, water utilities, and automotive stocks showed weak performance [1]

Market Performance - The Hong Kong stock market showed mixed performance with the Hang Seng Index rising by 0.66% to 26,765.72 points, while the Hang Seng Tech Index fell by 0.19% to 5,260.5 points [1] - Major technology stocks had varied movements, with Alibaba up 0.2%, Tencent up 0.48%, and Meituan up 1.6%, while Xiaomi and NetEase saw declines of 0.39% and 0.61% respectively [1] Sector Highlights - The steel, non-ferrous metals, and rare earth sectors led the gains, with Chongqing Steel rising nearly 8% and China Aluminum up 5% [1] - The semiconductor sector weakened, with Lattice Semiconductor down over 7% [1] - The AI application sector experienced a pullback, with Zhiyun down 10.75% [1] Company-Specific Movements - Sinochem Fertilizer saw a rise of over 3% due to international phosphate prices exceeding $700 per ton [2] - Dongyue Group increased by nearly 7% supported by low refrigerant inventory and bullish price expectations [3] - Dazhu CNC rose over 5% after its laser drilling machine received certification from NVIDIA [4] - Huizhu Technology surged over 10%, reaching a historical high after raising HKD 1.635 billion [5] - Hongteng Precision increased over 6% as it transitions towards high-margin AI server interconnect and electric vehicle businesses [6] - Mingming Henan saw a rise of nearly 9% as its leading position in the industry was reaffirmed [8] Analyst Insights - Analysts from China Galaxy Securities highlighted three main themes for the Hong Kong market: rising geopolitical risks boosting precious metals, consumer policy driving low-valuation consumer stock recovery, and the release of valuation pressure in the tech sector [12] - Haitong International expressed optimism about the pharmaceutical sector, particularly Stone Pharmaceutical Group, expecting it to return to an upward cycle by 2026 [12]

机器人春节爆火：咨询增加，订单暴增 "春晚带动机器人再次爆火后，来咨询租赁业务的人多了。"一名机器人租赁公司的工作人员向《科创板日报》记者表示，客户通常会选择2-3台人形机器 人，搭配几只机器狗，以达到最佳的现场效果。 2026年春晚舞台上，宇树科技、魔法原子、银河通用、松延动力四家企业携机器人集体亮相。从武术表演到小品互动，机器人的动作复杂度与协调性较去 年有了明显提升，给观众带来不少惊喜的同时，也再次掀起一波机器人热潮。 2026年春节，机器人比人"还忙"。 春晚舞台上的炫技表演，让机器人租赁市场热度再度攀升，平台订单暴涨、咨询电话不断，节庆相关场景成为需求核心。然而，《科创板日报》记者调查 发现，近期，与需求端的火热形成鲜明对比的是，机器人租金仍难以再现去年"万元天价"，量增价跌成为当下市场的显著特征。 伴随需求爆发，机器人租赁市场的行业格局也迎来新变化，平台型玩家高调入局，正将草莽的"散打"市场推向标准化竞争。而消费者"看个新鲜"的心态， 也让这门生意的可持续性打上问号。 当热潮退去，机器人租赁市场究竟能走多远？ 机器人租赁服务平台擎天租数据显示，今年春节期间（初一至初七）平台订单环比增长近70%。从 ...

ITH . 游艇行业以一种意想不到的方式进入了大众视野。 2月24日，京东集团创始人刘强东以个人名义创立的独立游艇品牌——Sea Expandary，正式浮出水面。 目前该品牌已完成官网上线与核心管理团队搭建，并与深圳、珠海等地政府签署战略合作协议，计划总投资50亿元，在粤港澳大湾区构建一个覆盖研发、制 造、运营、服务的游艇全产业链生态。 刘强东表示，该投资为个人投资，他不会直接参与运营管理。而真正引发行业热议的，是他同时抛出的一个极具野心的愿景：希望未来能造出10万元的游 艇，让普通的工薪阶层也能用得起游艇。 10万元的游艇，这在全球游艇制造业的语境中，几乎是一个颠覆性的价格锚点。当欧美顶级品牌仍在百英尺以上的超级游艇赛道上角逐马力与内饰的奢华 时，刘强东试图用互联网产业的打法，去撬动一个被贴上"奢侈品"标签数十年之久的传统制造业。 这50亿元的个人赌注，究竟是对中国消费升级趋势的精准卡位，还是一场关于"海洋休闲民主化"的漫长资本实验，还有待进一步观察。 01 结构性矛盾下的游艇业 要理解刘强东此次投资的行业背景，首先需要厘清一个认知偏差：中国是全球第一造船大国，但在游艇这条"小船"赛道上，却长期处于价值链 ...