新的春天在"马到成功"的祈愿声中开启。"十五五"征途如虹，新的关键一程，万里风正劲、整装正当 时。在这承前启后的历史交汇点，14亿多中国人民要拿出跃马扬鞭的勇气，激发万马奔腾的活力，保持 马不停蹄的干劲，乘势而上，赶赴新程。 马是坚韧与力量的化身，也是吉祥与成功的祝愿，龙马精神升华为一种民族气质。这股驰而不息的力 量，深植于华夏血脉，也照亮海内外中华儿女的信念与荣光。 回望过去一年，山河无疆，奋斗有声。个人与时代同频共振、并肩前行。人工智能大模型你追我赶、人 形机器人亮出"真功夫"、"村超""城超"文旅爆火与文化跃升交织、"哪吒"将古老传说绘成时尚光影…… 这一年，发展有速度，也有温度。就业、教育、医疗、养老，一件件民生实事落地见效，一项项惠民政 策温暖人心。中国人用马不停蹄的劲头，在实干中书写壮阔诗篇。 时代的宏大叙事，离不开劳动者的笃行奋进：从实验室里的日夜攻关，到工厂车间的机器轰鸣；从田野 之上的丰收守望，到街头巷尾的烟火寻常，这些平凡的坚守，为美好生活汇聚起坚实的力量。 新华社北京2月13日电 丙午马年将至。马奔腾着、跃动着，跑进大街小巷的窗花春联里，跳进千家万户 的拜年祝福中。 春节，中华民族最隆重 ...

来源：智通财经 截至2026年2月13日 10:06，恒生科技ETF南方(520570)成交3013.88万元。跟踪指数恒生科技指数成分股 方面涨跌互现，华虹半导体领涨2.66%，联想集团上涨2.11%，中芯国际上涨0.72%。 华泰证券指出，港股上周伴随全球风险资产波动。全球软件行业回调、港股科技巨头入口补贴引发争 议、美元反弹及商品市场余波未消等都导致市场日间和日内波动率有所放大。但资金面依然相对充裕， 外资和南向继续大幅流入港股市场，驱动农林牧渔、食品饮料、交运等"传统经济"明显走强。展望未 来，美股科技股业绩期高峰即将结束、贵金属波动有望下降，且春节前后或依然有较多科技和消费主线 催化。 恒生科技ETF南方(520570)紧密跟踪恒生科技指数，恒生科技指数代表经筛选后最大30间与科技主题高 度相关的香港上市公司。指数前十大权重股分别为阿里巴巴-W、中芯国际、比亚迪股份、美团-W、小 米集团-W、腾讯控股、网易-S、快手-W、京东集团-SW、百度集团-SW。 恒生科技指数主要涵盖与科技主题高度相关的香港上市公司，包括网络、金融科技、云端、电子商贸及 数码业务。经过是否利用科技平台进行营运、研究发展开支占 ...

消息面上，据业内统计，截至2月11日，跨境ETF规模达到1万亿元，其中港股主题ETF规模合计8224.51 亿元。今年来，截至2月11日，港股主题ETF净流入544.35亿元。在港股市场近期的调整行情中，大量资 金借道ETF逆势入场，推动跨境ETF规模重返万亿元。随着资金涌入，多只港股主题ETF份额创上市以 来新高。同时，韩国投资者再度扫货中国股票，大举买入大模型龙头Minimax-WP。2026年伊始，韩国 投资者再度大量买入中国股票，加仓中国人工智能大模型领军企业。 恒生科技指数主要涵盖与科技主题高度相关的香港上市公司，包括网络、金融科技、云端、电子商贸及 数码业务。经过是否利用科技平台进行营运、研究发展开支占收入之比例及收入增长等三项指标筛选 后，选出市值最高的30只个股作为指数成分，指数可代表港股科技企业龙头的整体表现。 2月12日，小米集团创办人，董事长兼CEO雷军公布了小米机器人团队的阶段性研究成果：具身智能 VLA模型Xiaomi-Robotics-0，该模型在众多主流测试集中均取得了当前最优成绩，并已完成开源。据了 解，Xiaomi-Robotics-0拥有47亿参数、兼具视觉语言理解与高性能 ...

Group 1 - The article emphasizes the significance of the Spring Festival as a traditional celebration that marks the transition of time and the reunion of families, while also reflecting the spirit of resilience and success embodied by the horse [1] - It highlights the achievements of the past year, including advancements in artificial intelligence, robotics, and cultural events, showcasing a blend of speed and warmth in development [1] - The narrative underscores the importance of labor and dedication in driving progress, from scientific research to everyday life, contributing to a better quality of life for the people [1] Group 2 - The article calls for the Chinese people to harness their courage and energy as they embark on a new journey, emphasizing the need for continuous effort and momentum [2] - It encourages individuals to be their own source of light and to embrace the journey towards a hopeful future without fear of challenges [3] - The message conveys that hard work and determination will lead to rewards for those who strive forward [4]

Group 1 - Major AI players in China, including DeepSeek, Zhiyu, and MiniMax, have launched new models in a single night, showcasing the rapid advancements in the AI sector [1][2] - Domestic large models are increasingly pursuing differentiation strategies amid a shortage of computing power and intensifying homogenization [2] Group 2 - DeepSeek has initiated gray testing for its new model, speculated to be the DeepSeek-V4-Lite version, with a parameter scale of approximately 200 billion [3][4][5] - The new model features a significant breakthrough with a context window of 1 million tokens, allowing it to process extensive texts equivalent to 500 pages of A4 documents [6][10] - Testing indicates that DeepSeek's new model maintains over 60% accuracy at the 1 million token length, outperforming contemporaneous models like Gemini [10][12] Group 3 - Zhiyu has released GLM-5, which marks a shift from "Vibe Coding" to "Agentic Engineering," indicating a focus on complex system engineering tasks [17][18] - GLM-5 has a parameter scale of 744 billion, doubling that of its predecessor, and has significantly improved reliability metrics, reducing hallucination rates from 90% to 34% [22][23] - The model has demonstrated high success rates in programming and agent capabilities, achieving a 98% success rate in frontend tasks and showing strong performance in resource management simulations [28][29] Group 4 - MiniMax has introduced the MiniMax-M2.5 model, designed as a lightweight programming model with only 10 billion active parameters, aiming to compete in the programming sector [35][36] - Despite its smaller parameter size, M2.5 reportedly supports high throughput reasoning and has shown competitive performance in community tests [36][38] - The model's lightweight architecture is a strategic move to address deployment cost pressures in a saturated programming market [38]

北京时间今天14时37分，我国在广东阳江附近海域成功发射"一箭七星"，其中有一颗名为"港中大一 号"的卫星，是全球首颗面向城市可持续发展的AI大模型卫星。 （文章来源：央视新闻） 香港中文大学卫星星座总设计师马培峰：针对城市，尤其是特大城市复杂地物目标探测的问题，我们设 计了1米分辨率十谱段的光学遥感相机。对香港以及粤港澳大湾区周边环境可以进行一个更精细化监 测，服务于防灾减灾、智慧交通和生态保护等领域。 据介绍，团队针对星载算力受限、在轨运行稳定性要求高等工程挑战，在国际上首次在卫星端对人工智 能大模型进行了轻量化与流程重构，使其能够在星上完成卫星数据的目标识别与特征提取，有效突破传 统对地观测"海量数据回传—地面处理—延时响应"的技术瓶颈，为智能化遥感应用提供了新技术范式。 香港中文大学卫星星座总设计师马培峰：在政府的指导与支持之下，我们学校的老师和学生直接参与了 卫星的设计、研发和应用，我们的深圳合作方负责卫星的制造。将来，我们会在香港建立数据运营中 心，借助香港国际化的优势推动数据服务于全球城市的可持续发展。 "港中大一号"是香港中文大学参与设计、研发及应用的对地观测卫星。该卫星创新性地融合了高分辨率 ...

Core Viewpoint - Yunjigroup is actively expanding its international presence by signing a significant overseas EPC contract worth 1.33 billion yuan, which represents 86.66% of the company's audited revenue for 2024, indicating a strong commitment to enhancing its global market competitiveness [1][2]. Group 1: Contract and Revenue Impact - Yunjigroup's wholly-owned subsidiary signed a contract with West International Holdings for a cement production line and related systems, with an estimated total price of 1.33 billion yuan (approximately 191 million USD) [2]. - The contract is expected to generate revenue of no more than 160 million yuan, with a construction period of 14 months for the clinker line and 16 months for the power station [2]. Group 2: Financial Performance and Projections - The company forecasts a net profit attributable to shareholders of 220 million to 252 million yuan for 2025, representing a year-on-year growth of 40% to 60% [4]. - The net profit excluding non-recurring gains and losses is projected to be between 97.96 million and 129 million yuan, reflecting a decline of 30% to 8% [4]. Group 3: Fundraising and Investment Projects - Yunjigroup plans to raise up to 788 million yuan through a private placement to fund projects including a digital twin intelligent conveyor production project and a smart operation and maintenance service platform in Guinea [5][6]. - The digital twin project has a total investment of 1.122 billion yuan, with 591 million yuan allocated from the current fundraising, aimed at enhancing production capacity and smart manufacturing capabilities [5]. - The Guinea project, with a total investment of 235 million yuan, aims to establish a comprehensive operation and maintenance service center, enhancing the company's international strategy and overall profitability [6]. Group 4: Research and Development - Yunjigroup has been increasing its R&D investment, with expenses rising from 19.32 million yuan in 2022 to 47.86 million yuan in the first three quarters of 2025, indicating a commitment to enhancing product competitiveness [7].

明日主题前瞻 4、商业航天 | 据中国海事局通知，琼航警18/26，南海，2026年2月10日0000时至12日2400时，在四点连线围成的海域进行火箭海上回收作业。 1、机器人 | 据央广网报道，我国首个电动汽车充电机器人国家标准《机器人 性能规范及其试验方法 第8部分：电动汽车充电机器人》近日正式启动编制。 该标准由国网天津电科院牵头申报，编制完成后将填补我国在该领域的测试标准空白，标志着我国电动汽车智能充电技术标准化工作取得重大进展，并将为 世界电动汽车充电基础设施智能化升级提供"中国方案"。 点评：分析认为，该标准是全国首个电动汽车充电机器人国家标准，涉及电动汽车和机器人两大战略新兴产业。随着新能源汽车保有量持续攀升，充电设施 不足成为制约行业发展的瓶颈，充电机器人有效解决传统充电桩的固定性、操作复杂性等问题。当前，充电机器人行业正从技术验证阶段迈向规模化商用。 随着自动驾驶技术普及和新能源汽车渗透率提升，充电机器人产业将迎来爆发期。 2、戏剧产业 | 中共中央宣传部等5部门联合印发《戏剧振兴三年行动计划（2026－2028年）》。《计划》提出，推动戏剧创新创造活力不断增强，剧目质量 明显提升，推出一 ...

Group 1 - The core viewpoint of the news is that Kingsoft Office has shown fluctuations in its stock price and trading volume, with a recent increase of 2.00% to 309.70 CNY per share, while experiencing a decline of 4.01% over the past five trading days and 18.50% over the past 20 days [1] - As of September 30, 2025, Kingsoft Office reported a total revenue of 4.178 billion CNY, representing a year-on-year growth of 15.21%, and a net profit attributable to shareholders of 1.178 billion CNY, which is a 13.32% increase compared to the previous year [2] - The company has distributed a total of 1.897 billion CNY in dividends since its A-share listing, with 1.159 billion CNY distributed over the last three years [3] Group 2 - Kingsoft Office's main business revenue composition includes 65.80% from WPS personal business, 20.38% from WPS software business, 11.62% from WPS365 business, and 2.19% from other sources [1] - The company is categorized under the software development industry, specifically in the horizontal general software sector, and is associated with concepts such as domestic software, Huawei HMS, artificial intelligence models, online office, and Huawei Harmony [1] - As of September 30, 2025, the number of shareholders for Kingsoft Office increased by 14.09% to 34,800, while the average circulating shares per person decreased by 12.35% to 13,304 shares [2]

2月7日，由中国科学院南海海洋研究所与中国石油大学（华东）联合研发的"南海区域海-气双向耦 合智能大模型——飞鱼-1.0"发布。"飞鱼-1.0"人工智能大模型，是在海量数据中挖掘南海海洋和大气环 境在时间、空间上的变化规律，再依靠这些习得的变化规律，去分析、推断南海海洋和大气之间复杂又 相互影响的动态变化过程。 据了解，"飞鱼-1.0"大模型将为海洋智能化预报提供重要的技术范式，有望在海洋环境保护、资源 开发和气候变化应对等领域发挥更大作用，推动构建更加智慧、可持续的海洋管理新范式。 作为全球首个面向南海区域的海-气双向耦合智能大模型，"飞鱼-1.0"大模型可以预报台风，也可以 为海洋和大气等学科提供高精度、多尺度的模拟与预测工具，甚至可以用于生成动态海洋知识图谱，帮 助公众更直观地理解海洋奥秘。 ...