每经AI快讯，Wind数据显示，2月3日，78家公司共发布78个股票回购相关进展。其中，3家公司首次披 露股票回购预案，1家公司回购方案获股东大会通过，69家公司披露股票回购实施进展，5家公司回购方 案已实施完毕。 从首次披露回购预案来看，极米科技、乐鑫科技、贵研铂业回购预案金额最高，分别拟回购不超1.0亿 元、1.0亿元、108.63万元。 从股东大会通过回购预案来看，京基智农拟回购不超79.54万元。 从回购实施进展来看，美的集团、顺丰控股、海尔智家回购金额最高，分别回购19.98亿元、19.0亿元、 12.01亿元。 从已完成回购来看，松霖科技、金盘科技、*ST星农已完成回购金额最高，分别回购4190.85万元、 3000.84万元、2452.82万元。 （文章来源：每日经济新闻） ...

（来源：沈阳日报） 转自：沈阳日报 2025年，沈阳市民共收到18.32亿件快递，相当于每天502万件。最快的包裹可实现"上午下单、下午送 达"，颠覆了传统快递的速度认知。全市已布设智能快件箱6324组，格口总数达60.1万个，为市民提供 便捷的自助取件服务。菜鸟驿站的"无人经营"自助取件系统已设立302个站点，日均服务包裹1.6万个， 采用"无人值守+远程监控"模式，单个站点每月可节省近3000元成本，有效缓解"上班族没空取、老年人 不会用、快递员重复跑"的末端难题。近期，沈阳顺丰还创新推出"地铁+物流"模式，利用地铁2号线晚 间空闲时段运输航空快件，大幅缩短市区至机场的转运时间，打通城市物流的"地下动脉"。 从"产业"到"消费" 与城市发展同频共振 过去，快递行业曾陷入"以价换量"的内卷困境，而如今的数据则展现了从"汗水型"向"智慧型"的转型。 2025年，全市快递业务收入累计完成123.39亿元，同样位列全国50强城市第28位，同比增长16.24%，增 幅高于全省和全国4.57和9.74个百分点。 从"跑量"到"提质" 智慧化转型已成常态 在德邦物流辽宁枢纽中心，货物搬运、上下架全程自动化；分拣环节，快 ...

重要程度：★★★ 据央视新闻报道，市场监管总局会同中央空管办、国家发展改革委等十部门联合发布《低空经济标准体系建设指南(2025年版)》。到2027年，低空经济标准 体系基本建立，基本满足低空经济安全健康发展需求。到2030年，低空经济领域标准超过300项 ，结构优化、先进合理、国际兼容的低空经济标准体系基本 形成，为低空经济安全健康发展提供有力支撑。 西南证券认为，国家"十五五"规划建议加快航空航天、低空经济产业发展。国家战略聚焦低空经济新赛道，各地相继出台低空经济发展纲领性政策，国资央 企密集成立低空经济公司。从应用场景来看，低空物流、低空文旅等应用场景先行。头部eVTOL主机厂订单陆续落地，海外拓展迅速，低空经济产业链规 模化发展态势清晰。 1、中共中央、国务院：要建成以首都为核心的世界一流都市圈 重要程度：★★★★★ 中共中央、国务院发布关于《现代化首都都市圈空间协同规划(2023-2035年)》，规划指出，首都都市圈是优化提升和服务保障首都功能的重要地区、世界一 流城市群建设主引擎、中华文明传承发展重要地区、区域协同治理引领区、美丽中国建设先行区。 要围绕完善首都功能区域布局，牢牢牵住疏解北京非首都 ...

Core Viewpoint - The 12th Shenzhen-Hong Kong Talent Cooperation Annual Conference aims to deepen talent integration and cooperation between Shenzhen and Hong Kong, promoting a systematic and mechanized approach to talent collaboration [1] Group 1: Talent Cooperation Initiatives - The "Bay Area Talent Pass" will facilitate cross-border talent mobility with a focus on policy recognition, mutual recommendations, service connectivity, and resource sharing [2] - The "Qianhai Youth Employment Program" and "Qianhai Youth Internship Program" will create 1,000 job positions and 800 internship positions annually for Hong Kong and Macau youth, covering key sectors such as finance and technology [2] - Over 11,000 Hong Kong enterprises and more than 10,000 Hong Kong talents are currently developing in Qianhai, marking a new phase of symbiotic growth between Shenzhen and Hong Kong [4] Group 2: Financial and Innovation Support - The "Qianhai FinNet" platform aims to integrate talent, capital, industry, and innovation chains to enhance the efficiency of cross-border investment and financing in the tech sector [3] - The establishment of the "Shenzhen-Hong Kong Human Resources Alliance" will facilitate deeper exchanges and standardization, assisting Hong Kong companies in setting up R&D centers in Qianhai [3] - A roundtable forum titled "Deep Hong Kong Collaboration: Four Chains Driving" was held to discuss the integration of industry, innovation, capital, and talent chains [3] Group 3: Future Development Goals - Qianhai plans to further advance cooperation with Hong Kong, building a talent development ecosystem characterized by rule alignment, resource connectivity, and shared opportunities [4]

Core Viewpoint - The article highlights the need for advancements in smart logistics and unmanned delivery systems to better serve rural areas, emphasizing the challenges faced in implementing these technologies in complex rural environments [2][3]. Group 1: Challenges in Unmanned Delivery - Unmanned delivery vehicles are primarily limited to urban areas, as rural logistics face challenges such as complex road conditions and dispersed delivery points [2]. - Existing technology struggles to adapt to the real-life scenarios of rural deliveries, such as the need to navigate between multiple delivery locations efficiently [2][3]. Group 2: Recommendations for Improvement - There is a call to establish a technology system for unmanned delivery that is tailored to rural needs, alongside the promotion of industry standards and safety regulations to avoid fragmented approaches [3]. - The integration of smart logistics is seen as a way to reduce transportation costs and improve delivery times, facilitating the movement of agricultural products from rural areas to urban markets [3]. Group 3: Future Aspirations - The industry is encouraged to continuously learn and adapt to keep pace with developments in logistics technology [3]. - There is a vision for unmanned delivery vehicles to eventually reach rural farms, delivering fresh produce directly to consumers, which requires technological breakthroughs, supportive policies, and active participation from frontline workers and rural communities [3].

MACD金叉信号形成，这些股涨势不错！ 据统计，2月2日，盘后乐鑫科技、天合光能、顺丰控股、凌云光、中国中冶、歌尔股份、极米科技、美 的集团披露增持情况。包括钧崴电子、海思科在内的2家A股上市公司披露减持情况。 | | | 2.2上市公司盘后增持情况 | | --- | --- | --- | | 1 | 乐 | 拟以5000万元至1亿元回购股份用于员工持股或股权激励 | | 2 | 天合光能 | 已累计回购4360.32万股股份 占总股本1.86% | | 3 | 顺丰控股 | 已回购A股股份4828.87万股 回购总金额约18.99亿元 | | 4 | 凌云光 | 拟变更348.08万股回购股份用途并注销 | | 5 | 中国中治 | AH股双轨回购启动首半月 已斥资约1.5亿元 | | 6 | 极米科技 | 拟5000万元至1亿元回购股份用于员工持股计划或股权激励 | | 7 | 歌尔股份 | 已耗资11.08亿元回购公司1.14%股份 | | 8 | 美的集团 | 已耗资19.98亿元回购公司0.35%股份 | | | | 2.2上市公司盘后减持情况 | | 1 | 钧威电子 | 股东计划减持不超过3 ...

以下文章来源于e公司 ，作者证券时报 赵黎昀 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 2月2日晚间，多家上市公司披露回购进展。 美的集团（000333）曾公告，拟以集中竞价交易方式回购公司部分已发行的A股股份，用于实施股权激励计划及/或员工持股计划，回购价格为不超 过100元/股，回购金额为不超过30亿元且不低于15亿元，实施期限为自董事会审议通过回购股份方案之日起12个月内。 2月2日晚间，该公司披露的回购进展显示，截至2026年1月31日，公司通过回购专用证券账户，以集中竞价交易方式累计回购公司A股股份数量为 2694.37万股，占公司目前总股本的0.3545%，最高成交价为80.44元/股，最低成交价为69.5元/股，支付的总金额为19.98亿元（不含交易费用），本 次回购符合相关法律法规的要求，符合公司既定的回购方案。 同样，顺丰控股（002352）曾公告了2025年第1期A股回购股份方案，此后公司于2 ...

Buyback Announcements - GoerTek has repurchased 1.14% of its shares, spending 1.108 billion yuan, with a total of 40.5481 million shares repurchased at prices ranging from 20.35 to 34.09 yuan per share [18] - Midea Group has repurchased 0.35% of its shares, spending 1.998 billion yuan, with a total of 26.9437 million shares repurchased at prices ranging from 69.50 to 80.44 yuan per share [17] - SF Holding has repurchased approximately 48.2887 million A-shares, with a total amount of about 1.899 billion yuan [1] Stock Trading Anomalies - Maoye Commercial has experienced a significant stock price increase, with a cumulative deviation of 20% over two trading days, indicating potential market overheating and high speculation risk [2] - Jinhui Liquor reported a cumulative stock price deviation of over 20% over three trading days, confirming normal production and no undisclosed major information [3] - Yangtze Optical Fiber has noted that the global optical fiber and cable market environment is normal, with new products related to data centers representing a small proportion of total demand [4] Profit Distribution Plans - Ningbo Fuda plans to distribute a cash dividend of 0.7 yuan per 10 shares, totaling 101 million yuan, which accounts for 59.85% of the net profit attributable to shareholders for the first three quarters of 2025 [5] Corporate Investments - Southwest Securities has received approval from the China Securities Regulatory Commission to issue bonds totaling up to 14 billion yuan [6] - Guoneng Rixin plans to increase its stake in Sanas Zhihui to 31% through an investment of 17.625 million yuan, enhancing its capabilities in new energy asset operation services [7] Production Updates - Weiyuan Co. has successfully launched a 250,000 tons/year electrolyte solvent project, enhancing its production capacity for various chemical products [8] Financial Performance - Lianyun Technology reported a net profit of 142 million yuan for 2025, a year-on-year increase of 20.36%, driven by growth in storage product demand [12] - Shanghai Yizhong reported a net profit of 64.132 million yuan for 2025, a significant increase of 819.42%, attributed to the inclusion of its core product in the national medical insurance directory [13]

今日聚焦 1、长龄液压：核芯破浪拟要约收购12%公司股份，要约价格35.82元/股 长龄液压2月2日公告，收购人核芯破浪拟向除收购人及其一致行动人外的全体股东发出部分要约，预定 要约收购股份数量为1729.04万股，占公司总股本的12%，要约收购价格为35.82元/股。本次要约收购以 核芯听涛、澄联双盈协议收购夏继发、夏泽民持有的公司4321.17万股股份为前提。要约收购期限为33 个自然日，自2026年2月5日至2026年3月9日。收购人已将1.26亿元存入中登公司指定账户作为履约保证 金。要约收购完成后，核芯破浪及其一致行动人最多合计持有公司6050.22万股，占总股本的41.99%。 2、顺丰控股：截至2026年1月31日，累计回购4828.87万股 顺丰控股2月2日公告，公司自2025年9月3日起开始实施回购。截至2026年1月31日，公司通过股份回购 专用证券账户以集中竞价方式回购公司A股股份4828.87万股，回购总金额约为人民币19亿元(不含交易 费用)，回购股数占公司目前总股本0.96%，平均成交价为人民币39.34元/股(最高成交价为人民币42.23 元/股，最低成交价为人民币37.07元/ ...

2026春运，山河行走间铺展团圆画卷 新华社记者樊曦、叶昊鸣、王聿昊 2月2日，2026年春运开启。神州大地上，一段关于行走与团圆的叙事，如期展开。 40天里，预计全社会跨区域人员流动量将达到95亿人次，创下历史新高。 春运承载团圆期盼，也镌刻时代变迁。春运首日，新华社记者和你一起走近春运一线，开启新一年出行 季的温暖记忆。 南来北往、路通人畅 2日，大江南北，万里铁道线上列车飞驰。 零点40分，K4069次驶出北京西站1站台，成为2026年春运北京地区开行的首趟列车。 5时23分，G4021次列车载着204名旅客驶出上海虹桥站，向贵阳方向飞驰而去，开启春运返乡路。 6时43分，G2026次列车从横店站出发，9个多小时的旅程里，它将跨越浙江、安徽、河南、陕西四省。 "新的一年希望家人身体健康""挣更多钱，生活迈上新台阶"……座椅背兜内的新年心愿卡上，旅客们写 下新年愿望，让这趟与2026年同名的"新年列车"，满载新年祝福启程。 马跃新程、山河焕彩。春运首日，神州大地上，一幅热热闹闹、忙中有序的画卷徐徐铺展—— 西北边疆，乌鲁木齐站内，重点旅客专区摆放着喜庆的红苹果树摆台、马年玩偶，与鲜红的中国结相映 成趣，传 ...