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A股头条:央行连续第15个月增持黄金;我国成功发射可重复使用试验航天器;八部门升级虚拟货币监管政策
Jin Rong Jie· 2026-02-09 00:06
Group 1 - Premier Li Qiang emphasized the need for significant initiatives and projects to achieve breakthroughs in developing new productive forces, strengthening domestic circulation, and promoting income growth for residents [1] - The State Council meeting focused on integrating annual work with the five-year plan, ensuring that long-term goals are reflected in annual deployments [1] Group 2 - The People's Bank of China and seven other departments issued a notice to upgrade regulations on virtual currency, maintaining a prohibitive stance on virtual currencies and clarifying the nature of stablecoins and tokenization of real-world assets [2][3] - The China Securities Regulatory Commission (CSRC) announced strict regulations for the issuance of asset-backed securities tokens based on domestic assets abroad, requiring companies to file with the CSRC and adhere to various legal and regulatory requirements [3][10] Group 3 - The Ministry of Industry and Information Technology (MIIT) initiated the construction of national computing power interconnection nodes to enhance overall computing power levels, aiming for standardized interconnection and efficient application of computing resources [4] - The national computing power interconnection node system will support regions and key industries with high demand for computing power, implementing a unified identification mechanism for resource integration [4] Group 4 - The People's Bank of China reported a continuous increase in gold reserves for the 15th consecutive month, with reserves reaching 7.419 million ounces by the end of January 2026, and foreign exchange reserves rose to $339.91 billion, marking a 1.23% increase [5] - The foreign exchange reserves have been consistently above $3.3 trillion for six months, reflecting a significant upward trend since July 2025 [5] Group 5 - A research team from Northwestern Polytechnical University announced a breakthrough in brain-machine interface technology, successfully addressing key challenges such as brain tissue damage and signal attenuation [6][7] - This advancement opens new pathways for clinical applications and aerospace utilization of brain-machine interfaces, showcasing China's innovation in micro-electromechanical systems (MEMS) [7] Group 6 - China successfully launched a reusable experimental spacecraft, which will conduct technology verification for reusable spacecraft, providing technical support for the peaceful use of space [8] - Recent trends indicate a resurgence in commercial aerospace concepts, with increased market activity and investment interest [8] Group 7 - Tesla is reportedly evaluating multiple sites in the U.S. to expand its solar battery manufacturing capabilities, aiming for an annual production capacity of 100 gigawatts within three years [11] - The company plans to increase the capacity of its Buffalo, New York factory to 10 gigawatts and is considering building a second factory in New York, with Arizona and Idaho also on the shortlist [11]
盘前必读丨央行已连续15个月增持黄金;23.14亿天价索赔案和解
Di Yi Cai Jing· 2026-02-09 00:01
机构认为,当前A股市场趋势下,"轻仓持股过节"是一种审慎且符合历史规律的合理策略。 【财经日历】 澜起科技在港交所挂牌上市 新股申购:通宝光电 ►►2月6日,国务院总理李强主持召开国务院常务会议。会议指出,促进有效投资对于稳定经济增长、增强发展后劲具有重要作用。要创新完善政策措施, 加力提效用好中央预算内投资、超长期特别国债、地方政府专项债券等资金和新型政策性金融工具。要结合制定实施"十五五"规划,着眼于长远发展需要和 构筑未来竞争优势,在基础设施、城市更新、公共服务、新兴产业和未来产业等重点领域,深入谋划推动一批重大项目、重大工程。要更好发挥央国企扩投 资作用,加大力度支持民间投资发展,形成促进有效投资的合力。 ►►央行公告,中国2026年1月末黄金储备报7419万盎司,2025年12月末为7415万盎司,为连续第15个月增持黄金。 ►►中国人民银行等八部门发布关于进一步防范和处置虚拟货币等相关风险的通知。《通知》重申境内对虚拟货币坚持禁止性政策,明确虚拟货币不具有法 定货币地位,相关业务活动属于非法金融活动。同时,重申境内对于虚拟货币"挖矿"的禁止性政策等。《通知》还强调,未经相关部门依法依规同意,境内 ...
宁德时代锂电池出口量占全国58.3% 近3年研发费520亿新能源转型领跑
Chang Jiang Shang Bao· 2026-02-08 23:52
长江商报消息 ●长江商报记者 张璐 宁德时代(300750.SZ)正以技术创新为内核、全球化布局为支撑,在新能源产业转型浪潮中持续领 跑。 1月22日,宁德时代在轻商电池解决方案发布会上,正式推出搭载行业首款量产钠电池的天行Ⅱ系列产 品,其低温性能与安全优势再度夯实技术壁垒。 作为全球动力电池龙头,宁德时代的业绩表现同样亮眼。2025年前三季度,公司实现营收2831亿元,归 母净利润490.3亿元,盈利增速大幅跑赢营收增速,盈利质量持续优化,折算下来日均净赚约1.8亿元。 2025年5月20日,宁德时代以约356.57亿港元的IPO募资总额登陆港交所主板,创下近年来港股最大IPO 纪录,且从启动到完成上市仅用了128天。至此,宁德时代成功跻身"A+H"股行列,成为全国首家同时 在A股和H股上市的动力电池公司。 长江商报记者注意到,持续高强度的研发投入,为技术创新注入不竭动力。财报显示,2023年—2025年 前三季度,公司累计研发费用达520.31亿元,研发人员规模超2.1万名。 作为行业龙头,宁德时代在锂电池出口市场占据绝对主导地位,2025年前三季度以116GWh的出口量占 据全国58.3%的市场份额,包 ...
广发证券:春节前后港股或同步A股出现阶段性上涨的情形
智通财经网· 2026-02-08 23:44
广发证券发布研报称,回看历史经验,恒生指数在春节前3个交易日上涨概率82%,节后并没有明显的日历效应,上涨概率仅在40%~60%,春节后-两会的 典型窗口并不天然适配港股。但这次也可能不一样,港股近年来的定价逻辑正在发生变化,港股与A股的相关性走强,与美股的相关性走弱。这意味着在 内地市场风险偏好明显抬升的背景下,港股存在一定的"被动跟随"上涨的可能性,例如24、25年的春节后。 | 上涨概率 | 圣诞节-春节前 | 春节后-两会 | 两会期间 | 两会-3月底 | 1月 | 2月 | 3月 | | --- | --- | --- | --- | --- | --- | --- | --- | | 恒生科技 | 72.7% | 72.7% | 45.5% | 50.0% | 63.6% | 72.7% | 54.5% | | 恒生指数 | 80.0% | 46.7% | 40.0% | 42.9% | 73.3% | 53.3% | 53.3% | | 恒生中国企业指数 | 73.3% | 40.0% | 46.7% | 57.1% | 60.0% | 60.0% | 53.3% | | 恒生港股通 | 81 ...
2025省辖市经济成绩单
He Nan Ri Bao· 2026-02-08 23:35
Economic Performance of Zhengzhou - Zhengzhou's GDP reached 15,244.6 billion yuan in 2025, marking a 5.4% year-on-year growth and crossing the 1.5 trillion yuan milestone [2] - The contribution of the tertiary industry to GDP increased to 62.2%, indicating a shift towards a service-oriented economy [4] - The micro-short drama industry saw a remarkable revenue growth of 119.8%, showcasing the potential of new media sectors [4] Industrial Growth in Zhengzhou - The added value of major industrial sectors grew by 9.7%, with electronic information and automotive manufacturing increasing by 16.2% and 11.9% respectively [4] - Fixed asset investment in Zhengzhou increased by 17.9%, significantly outpacing the provincial average [5] Trade and Export Performance - Zhengzhou's total import and export volume exceeded 650 billion yuan, accounting for nearly 70% of the province's total and ranking fourth among national provincial capitals [4] - Major companies like Foxconn and Yutong Bus are enhancing Zhengzhou's position in the electronic information and automotive sectors, respectively [4] Economic Highlights of Luoyang - Luoyang's GDP reached 6,164.5 billion yuan in 2025, with a year-on-year growth of 6.0%, positioning it among the top non-provincial cities in central and western China [6] - The strategic emerging industries in Luoyang grew by 32.8%, with the new generation information technology sector experiencing a staggering growth rate of 286.9% [8] Industrial and Investment Trends in Luoyang - The added value of the second industry reached 2,470.6 billion yuan, contributing over 40% to GDP, with advanced manufacturing accounting for 62% of the industrial output [8] - Luoyang implemented 387 major projects with a total investment of 121.4 billion yuan, strengthening its economic foundation [8] Economic Development in Nanyang - Nanyang's GDP surpassed 5,000 billion yuan for the first time, achieving a growth rate of 6.5% [10] - The agricultural output value reached 1,440.65 billion yuan, with a growth of 3.7%, while the industrial output increased by 8.2% [10][11] Industrial and Technological Advancements in Nanyang - High-tech industries in Nanyang saw a 13.5% increase in output value, with strategic emerging industries growing by 16.3% [11] - The retail sales of home appliances and audio-visual equipment surged by 24.0%, driven by policies promoting consumption upgrades [11] Economic Performance of Hebi - Hebi's GDP reached 1,144.12 billion yuan, with a growth rate of 6.6%, the highest in the province [12] - The second industry contributed significantly to GDP growth, with an increase of 6.5% in added value [12] Innovation and Market Dynamics in Hebi - Hebi is focusing on technological innovation to drive industrial upgrades, with notable advancements in commercial aerospace and new materials [13] - The city is enhancing its business environment and implementing policies to stimulate economic growth [13]
【早报】我国成功发射可重复使用试验航天器;央行已连续15个月增持黄金
财联社· 2026-02-08 23:29
早 报 精 选 宏 观 新 闻 2、国家外汇管理局2月7日发布的最新统计数据显示,2026年1月末,中国官方黄金储备为7419万盎司,较2025年12月末增加4万 盎司。目前,中国央行已连续15个月增持黄金。 3、证监会发布《关于境内资产境外发行资产支持证券代币的监管指引》。境内资产境外发行资产支持证券代币,应当严格遵守跨境 投资、外汇管理、网络和数据安全等法律、行政法规和有关政策规定,履行前述相关监管部门要求的核准、备案或安全审查等程序, 不得损害国家利益和社会公共利益。 4、中国人民银行、国家发展改革委、工业和信息化部、公安部、市场监管总局、金融监管总局、中国证监会、国家外汇局等八部门 联合发布《关于进一步防范和处置虚拟货币等相关风险的通知》。《通知》明确,境内对虚拟货币坚持禁止性政策,相关业务活动属 于非法金融活动,一律严格禁止,坚决依法取缔。《通知》还提出,未经相关部门依法依规同意,境内主体及其控制的境外主体不得 在境外发行虚拟货币。《通知》强调,未经相关部门依法依规同意,境内外任何单位和个人不得在境外发行挂钩人民币的稳定币。 5、日本众议院选举结果公布。据日本广播协会报道,在8日举行的日本众议院选举 ...
千问App又崩了,官方回应;马斯克:是时候大规模重返月球了;日本众议院选举结果公布;王楚钦孙颖莎夺冠;董宇辉回应李亚鹏丨每经早参
Mei Ri Jing Ji Xin Wen· 2026-02-08 23:24
每经记者|王帆 每经编辑|金冥羽 张明双 宋思艰 标题点睛 2月8日,有网友反馈,千问App再次出现宕机,"发放奶茶免单卡"活动无法下单。千问官微发文回应称,"球球(求求)大家放过,知道很多朋友急着参 与免单活动,但热度太高有点堵……免单卡有效期至2月28日,大家慢慢来,保证一定能用掉"。 北京时间2月8日,马斯克发帖表示,是时候大规模重返月球了。此外,有消息称SpaceX正在奥斯汀和西雅图招聘工程师,以开发人工智能卫星和太空数 据中心。马斯克转发相关帖子并回复称:是真的。 据日本广播协会报道,在8日举行的日本众议院选举中,由自民党和日本维新会组成的执政联盟获得过半数议席。 在2月8日举行的第35届国际乒联-亚乒联盟亚洲杯女单决赛中,孙颖莎以4比3战胜王曼昱夺得冠军,王曼昱获得亚军。 在2月8日进行的第35届国际乒联-亚乒联盟亚洲杯男单决赛中,王楚钦战胜日本选手张本智和,夺得冠军。这也是王楚钦继2025年后,再夺亚洲杯男单冠 军。 李亚鹏在2月7日的直播中首次公开回应,证实董宇辉在嫣然天使儿童医院陷入关停危机后,第一时间通过中间人捐赠了大额款项。他特别强调两人此前素 不相识,并透露捐款金额"不是小钱,不是10 ...
002326、600884提前涨停,什么情况?
Mei Ri Jing Ji Xin Wen· 2026-02-08 23:18
Group 1: Yongtai Technology (永太科技) - Yongtai Technology plans to acquire a 25% stake in Yongtai Gaoxin from CATL through a share issuance and raise matching funds, with CATL becoming a shareholder post-transaction [1] - The stock of Yongtai Technology has been suspended from trading since February 9, with a market capitalization of 26.6 billion yuan as of February 6 [1] - The company expects to disclose the transaction plan within 10 trading days, by March 3, and anticipates a revenue of 5 to 5.5 billion yuan in 2025, despite a projected net loss of 25.6 million to 48.6 million yuan [1] Group 2: Shanshan Co., Ltd. (杉杉股份) - Shanshan Co., Ltd. has signed a restructuring investment agreement that will change its controlling shareholder to Anhui Wanwei Group, with the actual controller becoming the Anhui Provincial State-owned Assets Supervision and Administration Commission [2] - The stock of Shanshan Co., Ltd. also hit the daily limit up on February 6, with a total market capitalization of 32.32 billion yuan [3] - The company expects a net profit of 400 million to 600 million yuan in 2025, indicating a turnaround from previous losses [4]
金十数据全球财经早餐 | 2026年2月9日
Jin Shi Shu Ju· 2026-02-08 23:03
男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 五角大楼"披萨指数"激增 日本执政联盟获得过半数议席 泽连斯基:美方希望俄乌在6月前达成和平协议 丹麦:与美国就格陵兰岛谈判未达预期 白银暴跌之际散户仍在加码押注 贝森特淡化美联储快速缩表预期 中国央行连续第15个月增持黄金 临近春节多家银行上调存款利率 八部门发布虚拟货币监管新规 特斯拉将加大在华AI与能源投入 市场盘点 上周五,美元指数从两周高点回落,美盘前加速下跌,最终收跌0.29%,报97.678;基准的10年期美债收益率收报4.208%,对美联储政策利率敏感的2年期美 债收益率收报3.5%。 贵金属再度上演V型反转。芝商所第六次对金银期货上调保证金后, 现货黄金开盘走低,最低触及4655.57美元/盎司,随后持续上攻,较日低反弹超200美 元,最终收涨3.9%,报4965.79美元/盎司;现货白银波动更加剧烈,盘中一度暴跌近10%并逼近64美元/盎司,随后快速收复失地,最终收涨9.89%,报 77.798美元/盎司。 由于伊朗和美国在阿曼举行的间接谈判 ...
美媒刊文:美国若想保持竞争力,就必须与中国合作
Huan Qiu Wang· 2026-02-08 22:58
Group 1 - The article emphasizes that the U.S. must consider collaboration with China to maintain its competitive edge, as evidenced by recent agreements between Canada and the EU that indicate a shift in the West's hardline stance on Chinese technology [1][3] - Canada has agreed to import a limited number of Chinese electric vehicles at low tariffs, while the EU has allowed Chinese automakers to set minimum prices for their electric vehicles to avoid tariffs [1][3] - The U.S. manufacturing sector has seen a decline in employment for eight consecutive months, largely due to an unfavorable policy environment for clean energy, which has led to the cancellation of $8 billion in clean energy investment plans [1] Group 2 - Despite challenges, U.S. companies are actively seeking Chinese technology, with Ford planning to produce grid-scale energy storage batteries in Kentucky using technology from CATL and considering a partnership with BYD [2] - Tesla is also utilizing Chinese technology by using battery cells from CATL and building a battery cell factory in Nevada with equipment sourced from the Chinese company [2] - A poll by the Royal Institute of International Affairs indicates that over half of Americans support government procurement of Chinese clean energy technology, reflecting a growing recognition of the advanced technology offered by Chinese products [2] Group 3 - Other Western countries are recognizing the need for a more nuanced approach to trade and investment with China, with the EU and Canada focusing on how to collaborate rather than whether to collaborate [3] - Successful cooperation could enable U.S. companies to access and learn from Chinese technology, train local workers, and create high-paying jobs, while implementing targeted safeguards for sensitive areas instead of blanket bans [3] - The current issue is not whether Chinese technology can enter the U.S., as American companies are already seeking it, but rather how the U.S. can leverage this technology for its own prosperity in the global market [3]