【林剑：#春节红点亮世界#】"外交部发言人办公室"消息，在2月12日外交部例行记者会上，总台央视 记者提问：农历春节临近，世界各地纷纷举办丰富多彩的迎新春活动，既有舞龙狮、挂彩灯、写福字、 穿汉服等传统元素，也有贺岁联合国的人形机器人、AI红包、电子年货等创新元素。"到中国过春节"成 为众多海外网友的新风尚。有外媒称，2026年中国春节有望成为最热闹、最令人期待的旅游季。发言人 对此有何评论？林剑：今年是"非遗版"春节2.0。春节越来越成为世界共同的节日、全球共享的文化盛 宴。正如你提到的，春节习俗不仅是中国传统文化的汇聚，也是现代科技创新的集合，更在与世界的互 动中焕发生机与活力。春节红点亮世界，中国游吸引全球。春节是中国对世界的文化邀约。阖家团圆、 守岁迎新、相互拜年这些春节习俗，展现了中华传统文化的深厚底蕴和多元魅力，也触动了人类普遍的 情感追求。在分歧和对立加剧的当下，春节传递的和合、包容与共生理念，为世界提供了温暖、坚韧的 力量。我们热情欢迎更多外国朋友来中国过年，相信这一趟趟"年味之旅"将跨越山海，搭建起文化交流 的桥梁，将中国与世界紧紧联结。丙午马年即将到来，马代表着勇气、智慧、勤奋、坚毅和进取 ...

来源：川观新闻 对于乐山企业，这是一项荣誉，更是一针强心剂。 近日，工业和信息化部"制造业单项冠军企业（2025—2027年）"名单公布，福华通达化学股份公司（以 下简称"福华"）位列其中。 "制造业单项冠军企业"代表着国内制造业细分领域的最高发展水平和最强市场实力，被誉为"中国制造 体系的金字塔尖"。 为何这家来自乐山五通桥的企业能获此殊荣，对于乐山又带来什么启示？ 冠军的炼成 千年盐文化，乐山五通桥。从制盐到盐化工，五通桥这座千年古城见证着盐业文明与工业经济的交汇。 福华便生于斯、长于斯。 2007年，公司成立；2016年起，便连续数年位列世界农化20强——核心产品草甘膦原药2018获评国家 级"单项冠军产品"，产能稳居全球前三，原粉出口量连续7年位居国内首位；离子膜烧碱、甘氨酸等关 键产品产能领跑中国西南地区。 从"冠军产品"到"冠军企业"，福华靠的是什么？带着这样的疑问，我们走进公司。 走进厂区，映入眼帘的是一汪清澈的池塘。这是公司的生态监测池，池内锦鲤自在游弋。废水养鱼，窥 见的是一篇绿色循环文章。 草甘膦可以有效控制杂草生长，提高作物产量质量。但另一方面，草甘膦生产过程中产生的母液则是一 种高有机 ...

Core Insights - Sunshine Insurance is actively engaging in capital operations, compliance dynamics, and strategic layout adjustments [2] Recent Events - The company announced that its subsidiaries, Sunshine Life and Sunshine Asset Management, plan to increase capital to Sunshine Asset Management (Hong Kong) by a total of up to 1 billion HKD to support global asset allocation [3] Regulatory Situation - In early 2026, Sunshine Property Insurance faced regulatory penalties due to violations by its branches, which included fines and adjustments in executive positions. Additionally, Sunshine Life has incurred a total penalty amount of nearly 6 million CNY [4] Strategic Advancement - With the commencement of the national "14th Five-Year Plan" in 2026, the company aims to deepen its focus on green finance and technological innovation [5]

中新网北京2月12日电 2025年北京新设经营主体38.01万户，同比增长20.7%；新设科技型企业15.25万 户，占新设企业的47.49%。科技创新引领作用更加凸显，全社会研发经费投入强度稳定在6%左右，连 续9年蝉联《自然指数-科研城市》全球榜首，人工智能核心产业规模和企业数量均占全国约一半，国家 高新技术企业、专精特新"小巨人"企业数量领跑全国。 北京市发改委组织33个市级部门、16区及北京经济技术开发区共同撰写的《北京市营商环境发展报告 2025："北京服务"推动首都高质量发展》(下称《报告》)提到上述内容。 北京新一代信息技术等3个万亿级、人工智能等7个千亿级产业集群持续壮大，前瞻布局23个未来产业新 赛道。医药健康产业规模达1.1万亿元，创新医疗器械与AI医疗产品获批数全国第一。深化运营全市应 用场景统一发布平台，2025年统筹发布457项场景创新资源，产出行政复议垂类大模型等27项国内首创 成果。 京津冀重点领域协同取得显著成效。印发京津冀自贸试验区内政务服务"同事同标"事项动态管理工作规 则，"同事同标"事项达230个。率先实现涉税事项跨区域征纳互动咨询，开通三地12366热线实时互转功 能 ...

聚焦科技创新与产业发展深度融合，国资央企再出重磅部署。 国资委党委日前召开专题党委会议，对国资央企科技创新工作作出新一轮部署，强调促进科技创新与产 业创新深度融合，发挥国资央企优势，以科技创新重塑产业链、以产业发展牵引创新链，加快向现实生 产力转化。 中国企业联合会特约高级研究员刘兴国对《华夏时报》记者表示，2026年国企改革将持续深化"三项制 度"改革，健全多元有效激励机制，完善创新体系、优化创新环境、创新发展模式，加快科技成果转 化，全面激发企业创新动能。同时，将针对科技型企业特点优化激励政策，让科研骨干共享发展成果， 持续释放创新创造活力。 近期密集召开的央企年度工作会议上，"科技创新"成为高频词与硬任务。 中国五矿集团2026年度工作会议强调，"十五五"高质量发展的成败关键在于科技创新，现代化产业体系 建设的关键在于科技创新，提质增效转型升级的机遇在于科技创新。国家能源集团总经理冯来法在2026 年全国能源工作会议上强调，强化创新驱动发展。充分发挥新组建的集团科研总院作用，突出企业创新 主体地位，推进科技创新与产业创新深度融合，加快高水平科技自立自强。 中国石油集团去年在科技创新方面着力高水平科技自立 ...

Core Viewpoint - The dual-driven logic of "manufacturing advantages + technological innovation" remains solid, and current adjustments provide opportunities for long-term investment [1]. Group 1: Market Outlook for 2025 - The market in 2025 is divided into three phases: - The first phase from post-Spring Festival to April focuses on technology revaluation, driven by the international recognition of the DS model, with strong performances from Hong Kong internet giants and A-share tech companies [5]. - The second phase from May to September highlights accelerated AI capital expenditure and overseas expansion trends, with record-breaking collaborations in innovative drugs and enhanced competitiveness in the energy storage sector driving related stocks up [5]. - The third phase in the fourth quarter shifts towards expectations of PPI recovery due to "anti-involution" policies, benefiting cyclical sectors like chemicals [5]. - The non-ferrous metals industry is a consistent highlight throughout the year, with precious metals performing strongly in a weak dollar environment, leading to increases in industrial metals like copper and silver [5]. Group 2: Investment Opportunities for 2026 - Four key industrial tracks are identified for investment based on the "14th Five-Year Plan": - The AI industry remains central, with a focus on computing power investment as domestic internet companies are expected to significantly increase capital expenditure, benefiting the domestic computing power supply chain [6]. - The overseas expansion of the renewable energy sector, particularly in energy storage and electric vehicles, continues to be promising due to declining lithium battery costs and global energy transition demands [6]. - The commercial aerospace sector is entering an acceleration phase, supported by policy and industry resonance, with significant satellite reserves laid out for industry development [6]. - The internationalization of innovative drugs is progressing, with Chinese companies moving from licensing to direct overseas expansion, showcasing competitive R&D efficiency in large molecule drugs [6]. Group 3: Strategies for Market Volatility - Recent market volatility is attributed to rapid price increases raising demand concerns and emotional disturbances from uncertain events. A strategy of "not chasing high prices, focusing on valuation, and looking long-term" is recommended [7]. - For high-priced assets, careful evaluation of the potential for exceeding performance expectations is necessary, while solid companies with growth potential present opportunities during short-term adjustments [7]. - In managing product portfolios, dynamic adjustments are made through in-depth industry research, tracking changes in competitive landscapes, and timely adjustments to overvalued assets while focusing on undervalued companies with significant growth potential [7]. Group 4: Investment Strategy for the Year of the Horse - The overall market outlook for 2026 is optimistic, with the capital market remaining in a favorable environment. Continuous technological advancements and enhanced competitiveness in high-end manufacturing are expected to support corporate profitability and market stability [8]. - The market is anticipated to trend upward with fluctuations, necessitating a focus on rhythm and structural opportunities. Identifying certainty amid volatility through in-depth research and patient holding is expected to yield good returns [8].

陈嘉庚科学奖以我国近现代爱国华侨领袖陈嘉庚先生的名字命名，其前身是1988年设立的陈嘉庚 奖。2003年，经国务院批准，中国科学院和中国银行共同出资成立陈嘉庚科学奖基金会，并于2010年增 设陈嘉庚青年科学奖，致力于奖励在中国做出的重大原创性科学技术成果和优秀青年科技人才。 中国科学院副院长、陈嘉庚科学奖基金会副理事长汪克强表示，面向未来，陈嘉庚科学奖将进一步 发挥作为科技创新"驱动器"、"加速器"和"风向标"的作用，面向国家重大需求和世界科学前沿，遴选与 表彰更多重大原创性科技成果，提升国际影响力与引领力，倡导弘扬科学家精神，推动营造良好的创新 生态和科研环境，助力科技强国建设。 2月12日，中国科学院在京举行新闻发布会，公布2026年度陈嘉庚科学奖和陈嘉庚青年科学奖获奖 名单。经同行专家通信评审、各专业评委委员会会议评审及总评奖委员会终评等程序，最终评选出6项 陈嘉庚科学奖获奖项目和12位陈嘉庚青年科学奖获奖人。 ...

2025年科创债市场迎来了跨越式发展，债券市场"科技板"设立，通过扩容发行主体至股权投资机构、鼓 励资金投向硬科技前沿领域等一系列举措，科创债成为今年债市增量资金的重要来源。 根据数据统计，截至2025年12月31日，债市"科技板"新政口径下的科创债已发行1683只，涉及发行人 792家，总规模1.87万亿元。其中，证券公司积极响应科创债新政，在2025年占据了相关债券承销的半 壁江山。 中国银河（601881）证券依托其在科技型企业投融资领域的前瞻布局与综合金融优势，在2025年精准把 握债券市场"科技板"启航的契机，切实发挥了金融"活水"灌溉科技创新"沃土"的枢纽作用。 "全国首批、北京首单"，驱动金融力量精准滴灌 当前，以人工智能、生物技术、新能源、高端制造为代表的科技创新企业，已经成为驱动中国经济高质 量发展的核心引擎。如何为这些科技创新企业精准"输血"，打通金融活水流向科技创新高地的"最后一 公里"，是整个资本市场面临的时代课题。 而在金融活水精准滴灌科技创新领域的布局中，民营股权投资机构一直扮演着举足轻重的地位，是支持 我国科技产业发展，"投早、投小、投硬科技"的重要推动力量。但受制于自身资质与体 ...

Core Viewpoint - The 2026 Beijing Spring Festival Gala, themed "Yixin Towards the Future," showcases the integration of culture and technology, reflecting the high-quality development of Beijing E-Town and the spirit of innovation in the region [1][3][4]. Group 1: Event Overview - The gala was held on February 9 at Beijing University of Science and Technology, attended by nearly a thousand representatives from various sectors, celebrating the new year and the beginning of the 14th Five-Year Plan [1][3]. - The event featured a 90-minute performance with 12 carefully curated programs, blending various art forms such as song, dance, and traditional opera, highlighting the technological and cultural strengths of Beijing E-Town [3][4]. Group 2: Artistic Highlights - The opening performance, "Spring Comes with the Horse," was created entirely by AI, setting a tone of innovation and creativity for the gala [3][4]. - A unique instrumental piece, "Horse Racing/Digital Racing," combined traditional and modern instruments, symbolizing the rapid advancement of Beijing E-Town [4][5]. - The gala included performances that emphasized local culture and community involvement, such as a choir of 110 residents singing "Spring Breeze Ten Thousand Miles," showcasing the vitality of the region [5][6]. Group 3: Cultural Significance - The event served as a platform for showcasing the integration of technology and culture, with performances like "Human and Unmanned" reflecting the humanistic aspects of technological development in Beijing E-Town [4][5]. - The gala also featured a New Year market and calligraphy activities, engaging the community and enhancing the festive atmosphere, demonstrating the warmth and cultural richness of the area [6][7]. Group 4: Future Outlook - Officials from Beijing E-Town emphasized that 2026 is a crucial year for accelerating the development of a new model of productive forces and creating a world-class high-end industrial complex, with culture playing a key role in this integration [7].

专题：2026年度投资策略|顶级基金公司、基金经理展望马年投资机会 马年春节即将到来，蛇年的行情已经接近尾声，整体来看，蛇年是投资机会较多的一年。以科技股大涨 为代表，很多科技板块有不俗的表现，例如芯片半导体、算力算法、人形机器人、固态电池、商业航 天、可控核聚变等等。 马年行情即将到来，且2026年是"十五五"规划的开局之年，在"十五五"规划纲要中明确提到的科技创新 方向仍然有望在马年获得不俗的表现。因此，马年科技股行情有望延续，科技股仍然是投资主线之一， 但不是唯一的主线。随着居民储蓄向资本市场大转移的加速，更多的资金通过直接开户入市或是买基金 入市，为市场带来更多的增量资金，这将会推动这轮行情的深化。因此，马年市场有望延续这轮慢牛长 牛行情。 从估值水平看，当前沪深300的市盈率约为15倍左右，低于历史平均估值，说明市场整体仍处于牛市中 场，还未进入中后期，市场的投资机会依然较多。马年，更多的板块有望参与轮动，包括新能源、军 工、有色金属这些"中登股"，以及部分传统白马股都会迎来一定的表现。 当前，春季攻势行情已逐步开启。近日A股市场结束了前期的调整，开始出现一定的反弹，市场成交量 也维持在2万亿元以上 ...