春节前夕"红包"落地。一批深市公司积极派发现金红包，用实实在在的收益回馈投资者。 统计数据显示，2025年12月以来，近120家深市公司实施利润分配，累计分红超375亿元。 近年来，深市公司持续提高分红水平。回顾2025年全年，深市公司累计发放现金股利5475.59亿元，连 续两年突破5000亿元。"十四五"时期深市公司实施分红总额超2万亿元，上市公司"愿分红、常分红"的 生态逐步形成，投资者获得感明显提升，形成了良性的投资回报机制。 作为创业板上市公司中典型的"现金奶牛"，亿联网络于2025年9月实施2025年半年度权益分派，向股东 每10股派发现金红利5元，合计分配现金红利6.33亿元，占上半年净利润比例超过50%，延续了高比例 分红的传统。自2017年上市以来，公司始终将分红政策的连续性和稳定性置于公司治理的核心位置，其 《公司章程》规定，公司每年度以现金方式分配的利润应不低于当年实现的可分配利润的20%。这一硬 性比例要求从制度层面保障了投资者的回报预期。截至目前，公司累计现金分红次数达12次，累计现金 分红金额超过85亿元，平均分红率近60%。 2025年11月，歌尔股份实施2025年前三季度权益分 ...

Core Viewpoint - The Shenzhen Stock Exchange (SZSE) companies are increasingly engaging in cash dividend distributions, with a total of over 375 billion yuan distributed since December 2025, indicating a robust investment return mechanism and a shift towards a more favorable dividend ecosystem [1][4]. Group 1: Dividend Distribution Trends - Nearly 120 SZSE companies have implemented profit distributions since December 2025, with cumulative cash dividends exceeding 375 billion yuan [1]. - In 2025, SZSE companies distributed a total of 5,475.59 billion yuan in cash dividends, marking the second consecutive year of surpassing 5,000 billion yuan [1]. - During the "14th Five-Year Plan" period, the total amount of dividends distributed by SZSE companies exceeded 20 trillion yuan, reflecting a growing trend of companies willing to distribute and frequently pay dividends [1]. Group 2: Company Performance and Profitability - As of January 31, 2026, 1,714 out of 2,866 SZSE companies pre-disclosed their 2025 operating performance, accounting for 59.39% of the total number of companies and 48.48% of market capitalization, with nearly 60% showing improved performance [1]. - The pre-disclosed companies collectively achieved a net profit of 820.09 billion yuan, an increase of 1,556.70 billion yuan year-on-year [1]. - Among the top 100 companies by market capitalization, 40 disclosed their 2025 operating performance, all of which are expected to be profitable, with a combined net profit forecast of 2,056.27 billion yuan, representing a year-on-year growth of 66.51% [1]. Group 3: Notable Companies and Their Dividend Policies - Luxshare Precision announced a cash dividend of 1.6 yuan per 10 shares, totaling approximately 1.165 billion yuan, supported by a revenue increase of 24.69% year-on-year [2]. - Tianshan Aluminum implemented a cash dividend of 1 yuan per 10 shares, totaling about 459 million yuan, with a commitment to a minimum cash dividend of 50% of the net profit attributable to shareholders for 2025 [2]. - Yilian Network, known for its high dividend payout, distributed 5 yuan per 10 shares, totaling 633 million yuan, maintaining a high payout ratio of over 50% of its net profit [3]. Group 4: Regulatory and Market Changes - The new "National Nine Articles" has led to a continuous increase in dividend levels among SZSE companies, with multiple distributions per year becoming the norm, enhancing investor satisfaction and establishing a positive cycle in capital market returns [4].

来源：六里投资报 华商基金胡中原，是市场上少见的能涨抗跌的基金经理。 熊市不亏钱，牛市跑得快； 他也是我们近年一直大力推荐的TOP30基金经理人选，点此具体查看。 Choice数据显示，自胡中原2019年3月出任华商润丰基金经理以来，连续7年都实现正收益，即使在 2022，2023的熊市中也没亏钱； 截至今年2月10日，任职回报381.88%，年化收益高达25.57%。 另据中国银河证券统计，该基金近3年、近5年业绩均位列同类前10。（数据截至2026.1.31，近3年净值 增长145.39%，近5年净值增长175.8%） 从胡中原过往履历来看，他在华商是从货币基金起步成长起来的； 是公募基金中少有的"股债双栖"型基金经理，能够同时驾驭权益和固收两大类资产。 胡中原曾经表示："债券投资教会我永远先计算向下空间"， 在实践中逐渐形成了以"风险收益比"为第一要义的投资哲学； 这可能也是他在7年管钱生涯中坚持控制风险，从而保住胜果，做到年年正回报，年年战胜市场指数。 胡中原在2025年三季度曾大幅减仓，并在四季度维持50%左右的低仓位运作，还将前十大重仓的集中度 进一步下调到了仅10%以头； 同时，组合内的持仓结构 ...

Group 1 - The article highlights the advancements in the global touch display industry showcased at the 2026 CES, focusing on innovations in smart human-machine interaction interfaces [2] - Samsung presented a "no crease" OLED foldable screen and launched the world's first inward-folding triple-fold smartphone [2] - GoerTek displayed a piezoelectric ceramic solution for consumer electronics, while BOE showcased a liquid crystal display with an under-screen camera suitable for automotive applications [2] Group 2 - TCL Huaxing, Visionox, and LGD exhibited flexible and slideable OLED displays for automotive use [2] - BOE, Tianma, and Innolux presented wood grain hidden display screens for vehicles [2] - Huike showcased In-Cell touch display technology for laptops, and Lenovo introduced a concept laptop with horizontal and vertical rollable screens [2]

Core Viewpoint - OpenAI is facing a wave of speculation and interest regarding its upcoming hardware products, particularly after a fake advertisement incident that generated significant attention on social media [1][2][5]. Group 1: Fake Advertisement Incident - A Reddit user claiming to be an OpenAI employee leaked a video of a supposed advertisement for OpenAI's first hardware product, which was later dismissed by OpenAI as "fake news" [2][3]. - The video featured a sleek device and a man wearing open-ear headphones, leading to widespread sharing and discussion online [2][5]. - The quality of the video raised suspicions among some users, suggesting it was too polished to be AI-generated [3]. Group 2: OpenAI's Hardware Development - OpenAI is reportedly working on its first hardware product, with plans to unveil it later this year, involving a team that includes members from Apple's hardware division [7][9]. - The company has engaged with manufacturers like Foxconn and Luxshare Precision for assembly, although it prefers to assemble the product outside of China [9][21]. - The hardware is expected to be simple and innovative, with at least two products in development: a headset and a pen [9][10]. Group 3: Product Details and Features - The headset, referred to as "DIME," is designed to be a simplified audio device that may allow voice interaction with iPhone's Siri and other functionalities [9][13]. - The pen, internally called "Gumdrop," is speculated to have capabilities for context-aware operations, including converting handwritten notes to text and interacting with ChatGPT [13][17]. - Both devices are expected to prioritize voice interaction, with OpenAI aiming to enhance its audio AI models to match the performance of its text models [19]. Group 4: Market Position and Future Plans - OpenAI's approach to hardware development appears cautious, focusing on gradual product introduction rather than aggressive competition with established players like Apple [22]. - The company is also exploring additional product categories, including smart glasses and smart speakers, indicating a broader vision for its hardware ecosystem [19][22]. - OpenAI's reputation and the buzz surrounding its products suggest that its hardware launches could significantly impact the market and consumer interest [22].

Economic Performance - Weifang's GDP reached 858.736 billion yuan in 2025, with a year-on-year growth of 5.5%, marking a steady progression towards the "trillion club" [1] - The city has been assigned the strategic mission of becoming a "new trillion city" and a regional sub-center city by the provincial government [1] Industrial Development - Weifang's industrial added value for above-scale enterprises grew by 7.5% year-on-year in 2025, supported by a comprehensive industrial system covering 37 out of 41 national industrial categories [2] - The city is advancing a modern industrial system characterized by the "9+3+N" framework, focusing on new industrialization and innovative production capabilities [2] - Key industries such as power equipment and intelligent agricultural machinery have been recognized as national advanced manufacturing clusters, with 129 leading products ranking first globally and nationally in capacity, output, and market share [2] Digital Transformation and Innovation - Weifang is promoting the integration of artificial intelligence and manufacturing, with 19 enterprises recognized as 5G factories, leading the province in this area [3] - The city has established a smart tractor manufacturing base with a total investment of 3 billion yuan, filling a gap in high-end intelligent agricultural machinery manufacturing in China [3] - Weifang has been recognized as a national innovative city, with 952 provincial-level innovation platforms and 4 provincial-level high-tech zones, leading the province in both categories [3] Trade and Agriculture - In 2025, Weifang's total import and export volume reached 379.76 billion yuan, with a cumulative growth rate of 6.8%, maintaining a top-three position in the province [4] - The agricultural, forestry, animal husbandry, and fishery output value reached 140.97 billion yuan, with a comparable growth rate of 4.6%, ranking first in the province for two consecutive years [5] Agricultural Innovation - Weifang has reversed its reliance on imported vegetable seeds from 70% to 70% self-developed, responding to national agricultural innovation initiatives [6] - The city has implemented blockchain technology for quality supervision across the entire vegetable supply chain, with over 6 million data entries recorded [6] Business Environment - Weifang has optimized its business environment, ranking first in Shandong for four consecutive years, with initiatives to streamline enterprise registration and project approval processes [8][9] - The city has established a comprehensive service system for enterprises, with 15,000 service personnel supporting 21,000 businesses [8] Social Development - During the "14th Five-Year Plan" period, Weifang maintained a public spending ratio of over 80%, contributing to improved public welfare and quality of life [9] - The city is positioned as a regional sub-center, enhancing its role in the urban development landscape of Shandong province [9][10]

Core Insights - Shandong Province has outlined ten key highlights for the high-quality development of its artificial intelligence industry, aiming for 1,124 backbone enterprises and core industry revenue exceeding 120 billion yuan by 2025, accounting for approximately 10% of the national total [1] Group 1: AI Industry Development - The province has achieved significant breakthroughs in model empowerment applications, ecological infrastructure improvement, core technology breakthroughs, and quality enterprise cultivation [1] - 122 vertical specialized large models have been implemented, covering 31 major categories in the manufacturing sector, with over 170 key monitored large model enterprises, and expected revenue from large model businesses to exceed 6 billion yuan by 2025, doubling year-on-year [1] - 266 large model products have been evaluated by third-party organizations, with 105 typical application scenarios published, and 20 projects selected as national AI development and cooperation typical application cases, ranking first in the country [1] Group 2: Data Infrastructure and Computing Power - The number of 5G base stations in the province has exceeded 270,000, with significant advancements in intelligent computing power, including 234 operational computing centers with a total scale of approximately 23.18 Eflops, and over 51% of the capacity being intelligent computing [2] - The intelligent computing industry (including AI servers and intelligent computing cloud services) is projected to exceed 90 billion yuan by 2025, also doubling year-on-year [2] Group 3: Robotics and Intelligent Products - Shandong has introduced a high-quality development action plan for the robotics industry, with cities like Jinan and Qingdao developing characteristic industrial clusters, leading to a robotics manufacturing industry scale exceeding 32 billion yuan [2] - A number of embodied intelligent products are being piloted in various scenarios, including industrial sorting and high-risk operations, with several intelligent laboratories established in key cities [2] Group 4: Intelligent Terminals and Integration - The province has implemented an action plan for the innovative development of AI terminals, with major companies like Haier and Hisense ranking among the top 20 in China's electronics sector, launching popular products in smart home appliances and wearable devices [3] - Shandong has fostered a deep integration of AI technology across various fields, with 2 national leading intelligent factories and 49 excellent-level factories, as well as numerous applications in education and government services [3] Group 5: Enterprise Cultivation - The province has initiated an enterprise cultivation project themed "selecting waves and nurturing flowers," forming a positive development trend with leading enterprises and emerging companies [4] - Six enterprises are recognized as chain leaders in key manufacturing industries, with 108 enterprises identified as "wave enterprises," and several receiving national-level accolades for excellence [4]

每经AI快讯，天眼查工商信息显示，近日，歌尔股份（002241）发生工商变更，注册资本由约34.2亿元人民币增至约35.4亿元人民币，增幅约3.6%。该公司 成立于2001年6月，法定代表人为姜滨，经营范围含电子元器件制造、电子元器件批发、电子产品销售、可穿戴智能设备制造、可穿戴智能设备销售、虚拟 现实设备制造、智能无人飞行器销售、智能机器人的研发等。股东信息显示，该公司由歌尔集团有限公司、姜滨、香港中央结算有限公司等共同持股。 | | 查老板 都在用的商业查询工具 | 查公司 | 查关系 查风险 | | | --- | --- | --- | --- | --- | | | 歌尔股份有限公司 国家中小企业发展子基金旗下机构 | | | × | | 基本信息 202 | 上市信息 999+ 法律诉讼 174 | | 经营风险 999+ | 석수 | | 工商信息 ● | | | | | | 工商信息 历史工商信息 | | | | | | 企业名称 | 歌尔股份有限公司 曾用名 歌尔声学股份有限公司 (- 至 2016-06) 更多1 | | | | | | | | 登记状态 2 | 开业 | | 法定代表人 ...

写在文章前的声明：在本文之前的说明：本文中所列的投资信息，只是一个对基金资产净值进行排行的客观描述，并无主观倾向性，也不是投资建议，纯属 娱乐性质。 一顿操作猛如虎，基金净值已更新，谁是基金中的王者，谁又垫底，请看数据： | 基金简称 PK | | | 最新净体制号学风雨圆人 | | | --- | --- | --- | --- | --- | | 1 | 华富成长趋 ... C | 1.9890 | 9.15% | | | | 020383 | 2026-2-9 | | | | 2 | 华富成长趋 ... A | 2.0245 | 9.15% | 8 | | | 410003 | 2026-2-9 | | | | 3 | 浦银安盛数 ... A | 1.5042 | 8.73% | | | | 025421 | 2026-2-9 | | | | 4 | 浦银安盛数 ... C | 1.5024 | 8.73% | 8 | | | 025422 | 2026-2-9 | | | | 5 | 长城久祥混合A | 1.8651 | 8.58% | 8 | | | 001613 | 2026-2-9 | | | ...

Core Viewpoint - Goer Technology Co., Ltd. has filed an international patent application for an image processing method, device, equipment, and system, indicating a focus on innovation and technology development [1] Group 1: Patent Application - The patent application number is PCT/CN2024/137162, with an international publication date set for February 5, 2026 [1] - This marks one of 20 international patent applications filed by Goer Technology this year, representing a 122.22% increase compared to the same period last year [1] Group 2: Research and Development Investment - In the first half of 2025, the company invested 2.354 billion yuan in research and development, reflecting a year-on-year increase of 15.81% [1]