证券代码：300190 证券简称：维尔利 3、公司在天然气业务行业的市场开发策略？ 编号：2026-001 | 投资者关系活 | 分析师会议 □特定对象调研 □ | | --- | --- | | 动类别 □ | 媒体采访 □ 业绩说明会 | | □ | 新闻发布会 □ 路演活动 | | | □现场参观 √ 其他 （电话会议） | | 参与单位名称 | 融通基金 姚垚 汇丰晋信 韦钰 汇丰晋信 王家怡 国泰基金 | | 及人员姓名 | 谢泓材 光大宝德信 董旭 民生加银 汤思懿 华宝基金 居帧 | | | 紫金信托 魏宁伟 博时基金 陈牧涵 博时基金 金欣欣 申万证 | | | 券 莫龙庭 兴业证券 胡冰清 交银施罗德基金 庄彤芸 工银瑞 | | | 信基金 袁路欣 国中长城资产 刘志强 交银施罗德 刘鹏 安华 | | | 农业保险 张放 东方财富 周喆 中信证券 任丹 中银证券 徐 | | | 中良 东吴证券 袁理 陈孜文 田源 高熵基金 钟诚 华泰证券 | | | 王玮嘉 李雅琳 银华基金 杨丹 天弘基金 杜田野 华夏基金 | | | 艾邦妮 睿郡 丁晨霞 易方达 吴奇 银华基金 张玲 瑞众保险 | | ...

[证券分析师： Table_Authors] [Table_Reportdate] 2026年02月25日 方霁 S0630523060001 fangji@longone.com.cn 证券分析师： 王洋 S0630513040002 wangyang@longone.com.cn 联系人： 董经纬 djwei@longone.com.cn 联系人： 邓尧天 dytian@longone.com.cn [晨会纪要 Table_NewTitle] 20260225 [table_summary] 重点推荐 财经要闻 会 纪 要 证券研究报告 HTTP://WWW.LONGONE.COM.CN 请务必仔细阅读正文后的所有说明和声明 晨 ➢ 1.春节假期期间重要事件一览 ➢ 2.关注节后商品补库存行情，持续看好科技应用方向不变——资产配置周报（2026/02/16- 2026/02/20） ➢ 3.剔除政府关停影响后，美国经济依然保持相对稳健——海外观察：美国2025年四季度 GDP数据点评 ➢ 1.我国将20家日本实体列入出口管制管辖名单 ➢ 2.美拟以国家安全为由推出新关税 ➢ 3.美国海关：对相关商品加征1 ...

[Table_Reportdate] 2026年02月24日 [证券分析师： Table_Authors] 方霁 S0630523060001 fangji@longone.com.cn 证券分析师： 王洋 S0630513040002 wangyang@longone.com.cn 联系人： 董经纬 djwei@longone.com.cn 联系人： 邓尧天 ➢ 1.1月通胀降温或是"烟雾弹"——海外观察：美国2026年1月CPI数据 ➢ 2.多因素推动社融与M2保持较快增长——银行业"量价质"跟踪（二十三） ➢ 3.关注节后商品补库存行情，持续看好科技应用方向不变——资产配置周报（2026/02/16- 2026/02/20） ➢ 4.剔除政府关停影响后，美国经济依然保持相对稳健——海外观察：美国2025年四季度 GDP数据点评 ➢ 5.春节假期期间重要事件一览 ➢ 1.美国2025年第四季度实际GDP年化初值环比升1.4%，预期升3.0% ➢ 2.美国最高法院2月20日判决特朗普关税政策违法 ➢ 3.特朗普下令实施临时性10%全球关税 ➢ 4.高市早苗连任日本新任首相 ➢ 5.美联储1月会议纪要显示降息 ...

[Table_Reportdate] 2026年02月23日 [关注节后商品补库存行情，持续看好科 Table_NewTitle] 技应用方向不变 ——资产配置周报（2026/02/16-2026/02/20） [table_main] 投资要点 略 研 究 刘思佳 S0630516080002 liusj@longone.com.cn 证券分析师 谢建斌 S0630522020001 xjb@longone.com.cn 证券分析师 王鸿行 S0630522050001 whxing@longone.com.cn 证券分析师 张季恺 S0630521110001 zjk@longone.com.cn 联系人 陈伟业 cwy@longone.com.cn 策 证券研究报告 HTTP://WWW.LONGONE.COM.CN 请务必仔细阅读正文后的所有说明和声明 总 量 研 究 [证券分析师 Table_Authors] [Table_Report] ➢ 全球大类资产回顾。春节假期期间，全球股市多数收涨，美国最高法院裁定特朗普贸易关 税非法提振风险偏好；主要商品期货中原油、黄金、铜、铝均上涨；美元指数上涨，离岸 ...

N 384 中 照见流动的团 ::::: 两年马年大 al ... ] 自动驾驶车辆在城区穿梭"送福"，智能机器人走进景区街巷展演互动，数千架无人机在夜幕中绘就光影画卷……在湖北武 汉这片科创高地，科技不再只是概念，而是融入出行出游、文旅服务、快递物流等多个领域，成为春节年味中可触可感的鲜活 体验。 大年初五上午，武汉经济技术开发区街头，一辆辆白色"萝卜快跑"自动驾驶车辆平稳行驶。遇到行人经过，车辆主动"礼 让"，成为新春一道流动的风景。 武汉经开区是武汉智能网联汽车产业核心区。春节前夕，区文旅部门联合"萝卜快跑"出行平台推出"坐萝卜 游车谷"新春 文旅活动，自动驾驶车辆将武汉体育中心文化体育公园、龙灵山生态公园等景区串联成线，市民游客通过小程序一键叫车即可 享受专属优惠。 "我从河南信阳专程带孩子来武汉，体验这种'没有司机'的车。"游客李先生笑着告诉记者，体验完自动驾驶，一家人准备 去龙灵山景区看看自然风光。 武汉智能网联汽车示范区数据显示，截至2025年底，全市开放测试道路里程达3829公里，辐射面积约3000平方公里，触达 人口超千万。春节期间，无人驾驶的订单显著增长，服务满意度保持高位。 "萝卜快跑" ...

Group 1 - The core focus of Sunshine Insurance is on capital operations, regulatory compliance, and service innovation [1] - Sunshine Insurance Group reduced its stake in Huishang Bank by 50 million shares at a price of HKD 3.49 per share, totaling HKD 174.5 million, bringing its holding percentage down to 3.71% [1] - The company plans to increase capital to Sunshine Asset Management (Hong Kong) by up to HKD 1 billion to support global asset allocation [1] - Sunshine Property Insurance faced penalties for branch violations, with a total fine of nearly RMB 6 million for Sunshine Life Insurance [1] - The company launched the "AI Claims Assistant" and "Sunshine Cloud Counter" smart service platforms to enhance customer experience and has provided wage payment guarantees totaling RMB 40 billion to over 70,000 enterprises as part of the "Spring Warmth for Migrant Workers" initiative by the end of 2025 [1] Group 2 - Sunshine Insurance's stock price has shown minor fluctuations, closing at HKD 4.19 on February 16, 2026, with a daily increase of 1.21% and a trading range of 0.24% from February 12 to 16 [2] - The stock reached a high of HKD 4.27 and a low of HKD 4.08 during this period, with a total net outflow of HKD 280,900 on February 16, indicating a net outflow of retail funds [2] - Technical indicators show a negative MACD value of -0.026, with the stock price near the middle band of the Bollinger Bands, and short-term moving averages are in a consolidation phase [2] Group 3 - Institutional ratings for Sunshine Insurance are mixed, with 50% recommending buy or hold and 50% suggesting sell or reduce as of February 2026 [3] - The average target price is HKD 4.32, indicating slight upside potential compared to the current price of HKD 4.19 [3] - Institutions are particularly focused on the company's technology applications and pension finance layout, although capital operations and regulatory compliance issues may affect short-term sentiment [3]

中新网杭州2月14日电(王逸飞 徐子浩)"下一站到宁波了，宁波今天的天气怎么样？""多云转晴，气温4 至14℃，东北风3级"……在南京南开往温州南的G7511列车上，一位机器人乘务员的出现引起旅客们的 兴趣，纷纷与其握手，不少人也跟它聊了起来。 今年春运，这台名为"福兴"的机器人在铁路杭州客运段"西子号"列车"上岗"，它可以解答铁路客运规 定，介绍到站天气、旅游景点等，还能与旅客进行互动，给春运中的归乡人带来旅途新体验。 "福兴"机 器人与旅客互动。吴君毅 摄 能够与旅客互动的"福兴"，还是一个能够调节情绪的"高手"。中新网记者向它发问："马上就是新年 了，能送个祝福吗"。"新年快乐，我一边唱一边给你跳个喜庆小舞。马年快乐，开心地转个圈。"说 完，"福兴"便开始转圈"起舞"。 列车上，带着孩子前往宁波的谭女士也与"福兴"进行了互动。"我们国家的科技越来越发达了，很期待 未来在各种场合都能看到机器人的身影。" 器人在高铁上"上班"。吴君毅 摄 "福兴"机 在列车车厢里，中新网记者看到，身高约1.3米、身着铁路制服的"福兴"步伐稳健，每进入一节车厢， 它会都会举手与旅客打招呼，在行进中遇到有想互动的旅客，"福兴" ...

本报北京2月4日讯（记者敖蓉）中央广播电视总台4日举办新闻发布会，介绍节目创作和科技应用亮 点，发布主持人阵容和舞美设计。从超高清制播技术到各行各业奋斗者，多项"首次"将登上2026年春节 联欢晚会舞台。 马年春晚在新大众文艺的创新中吸纳创作养分，从开心、贴心、暖心、信心等多个角度持续打造"人民 的春晚"。精心安排歌舞、戏曲、语言、魔术、创意融合等多类型节目，突出浓浓的年味，传递喜庆吉 祥的色彩，赞美幸福的生活。 （文章来源：经济日报） 今年的"文化年夜饭"科技感十足。具身机器人将再次登上春晚，"舞"出新高度。总台"央视听媒体大模 型2.0"首次应用于春晚内容制作，影像内容生成、超写实数字人大幅度提升节目制作质量和制作效率。 总台超高清国重实验室牵头研发的菁彩视听技术标准，全面应用于春晚全媒体超高清融合制作和大小屏 超高清融合传播。此外，无障碍版本也将首次在央视音乐频道同步直播，通过手语表演和AI生成字 幕，继续"让爱无碍"。 ...

Group 1 - The core idea of the articles emphasizes the importance of developing local specialty industries through tailored approaches that leverage regional resources and conditions [1][2][3] - In Yuanjiang County, the introduction of new varieties of custard apple and the application of technology have enabled off-season production, leading to an annual output value exceeding 100 million yuan and benefiting over 1,300 farming households [1] - Hebei and Zhejiang provinces showcase successful examples of local agricultural products, with Hebei's walnut industry projected to yield over 18,000 tons by 2025, contributing 40% to farmers' net income, and Zhejiang's pomelo industry generating over 7 billion yuan in total output value [2] - The development of rural specialty industries is seen as a pathway to rural revitalization, with a focus on enhancing value chains and integrating various sectors to maximize income and sustainability [3] Group 2 - The articles highlight the emergence of over 180 industrial clusters with an output value exceeding 10 billion yuan, indicating a significant growth in rural specialty industries across the country [3] - The integration of agriculture with tourism and other sectors is exemplified by the development of a lemon industry in Sichuan, which has expanded into various processed products and tourism experiences [3] - The emphasis on localized strategies and the need for differentiated, brand-oriented development in rural industries is crucial for achieving long-term sustainability and growth [2][3]

Core Insights - The student nutrition catering industry is rapidly growing, with the market size expected to increase from 381.1 billion yuan in 2015 to 609.5 billion yuan in 2024, reflecting a compound annual growth rate (CAGR) of 5.36% [1][14] - By 2025, the market size is projected to reach 642.1 billion yuan, driven by rising living standards and increasing parental awareness of children's health [1][14] Industry Overview - Student nutrition catering aims to provide balanced meals that support the physical development and learning activities of students, ensuring they receive essential nutrients like vitamins, minerals, and proteins [1][14] - The market is segmented into various educational levels, including university, high school, primary, middle school, and special education [3] Industry Policies - The government has implemented several policies to promote student nutrition catering, including guidelines for food safety and management in schools [8] - Local governments are also taking initiatives to improve nutrition among students, particularly in rural areas [8] Industry Chain - The industry chain consists of three main segments: upstream (food ingredient procurement), midstream (meal preparation), and downstream (delivery services) [10][11] - Upstream suppliers provide fresh and safe ingredients, while midstream companies focus on processing these ingredients into nutritious meals [10][11] Key Ingredients - Essential food categories for student nutrition include vegetables, grains, fruits, and meats, which collectively provide critical nutrients for students' growth [12] - In 2024, China's vegetable production is expected to reach 86.1 million tons, with grain production at 70.6 million tons and fruit production at 33.9 million tons [12] Competitive Landscape - The industry is characterized by regional concentration with local stronghold companies dominating specific areas, while some larger firms are exploring national expansion [15] - Key players include companies like Guangming Food Group, Hebei Qianxihe, and Dongguan Hongjun Catering Management [15][16] Future Trends - The focus of student nutrition catering is shifting towards personalized nutrition management based on individual health data [19] - Integration of the supply chain, including agricultural bases, central kitchens, and logistics, is expected to enhance food safety and quality [19][20] - Advanced technologies like AI and IoT will play a significant role in optimizing meal planning and ensuring food safety [20]