Market Data - As of February 9, the Shanghai Composite Index rose by 1.41% to 4123.09 points, the Sci-Tech Innovation 50 Index increased by 2.51% to 1458.16 points, the Shenzhen Component Index climbed by 2.17% to 14208.44 points, and the ChiNext Index surged by 2.98% to 3332.77 points [1] - On the same day, all three major U.S. stock indices closed higher, with the Dow Jones Industrial Average up by 0.04% to 50135.87 points, the S&P 500 Index rising by 0.47% to 6964.82 points, and the Nasdaq Composite Index increasing by 0.9% to 23238.67 points [1] - International oil prices rose on February 9, with light crude oil futures for March delivery increasing by $0.81 to $64.36 per barrel, a rise of 1.27%, and Brent crude oil futures for April delivery up by $0.99 to $69.04 per barrel, a rise of 1.45% [1] Financial News - On February 9, the Shanghai Stock Exchange, Shenzhen Stock Exchange, and Beijing Stock Exchange launched a package of measures to optimize refinancing, aimed at enhancing flexibility and convenience for technology innovation and new productivity development. The measures include increased support for quality listed companies, better adaptation to the refinancing needs of tech innovation enterprises, enhanced refinancing flexibility, and strengthened regulatory oversight throughout the refinancing process [2] - The Ministry of Commerce held a meeting on February 6 to discuss automotive consumption, emphasizing the potential for expanding automobile consumption in China. The ministry plans to implement policies to support and innovate in the automotive sector, including optimizing the vehicle trade-in program and conducting pilot reforms in automotive circulation [2] - The Ministry of Human Resources and Social Security, along with other departments, is working to protect the rights of workers in new employment forms, conducting administrative guidance for 16 companies including Meituan and Didi, requiring them to improve labor management and ensure worker rights [3] - The State Administration for Market Regulation announced new regulations for the management of bulk liquid food transportation, establishing a comprehensive system for safety and traceability in this sector [4] - The China Futures Industry Association reported that in January 2026, the national futures market saw a trading volume of 9.12 billion contracts and a turnover of 100.26 trillion yuan, representing year-on-year increases of 65.09% and 105.14%, respectively, indicating active trading and support for high-quality economic development [4] - On February 9, Chongqing introduced new policies to stabilize the real estate market, proposing 22 measures to optimize housing supply, reduce purchasing costs, and encourage transactions, including subsidies and increased support for loans [4] - On February 9, Zhongke Shuguang announced plans to issue convertible bonds to raise up to 8 billion yuan, marking the first refinancing proposal following the new refinancing policies [5]

Group 1 - The optimistic expectation for the post-holiday market is supported by factors such as accelerated policy catalysis, improved funding conditions, and the release of some risks from previous adjustments [1][10] - The Ministry of Commerce held a seminar with automotive industry representatives to discuss measures to expand automobile consumption, emphasizing the potential of China's large market and the need for policy support and reform [4] - The Ministry of Human Resources and Social Security is guiding companies in the new employment form to improve labor management and protect workers' rights, focusing on major delivery platforms [3][5] Group 2 - The recent announcement of tax incentives for cross-border e-commerce export returns aims to boost the sector by exempting certain goods from import duties and taxes during a specified period [3] - The stock market showed positive trends, with major indices like the Dow Jones reaching new highs, indicating a favorable investment environment [7] - Precious metals and oil prices have seen significant increases, with COMEX gold futures rising over 2% and WTI crude oil prices up by 1.27%, reflecting strong market demand [8]

《科创板日报》2月10日讯 今日科创板早报主要内容有：高德打车被约谈；三星显示正考虑扩大OLED 面板产能；埃夫特：拟购买盛普股份100%股份。 交通运输新业态协同监管部际联席会议办公室约谈高德打车 交通运输新业态协同监管部际联席会议办公室组织对高德打车进行了约谈。约谈指出了高德打车对合作 网约车平台管理不到位、压低运价、应急处置不当等突出问题，并要求高德打车立即落实约谈要求，深 刻反思，采取针对性措施，确保全面整改到位，切实维护司机群体合法权益。 认购需求空前旺盛 Alphabet料通过发行美元债筹资200亿 《科创板日报》主播小K为您播报。 市场动态 习近平：建设社会主义现代化强国 关键在科技自立自强 9日上午，习近平总书记在位于北京亦庄的国家信创园考察科技创新工作，走进展厅察看人工智能、机 器人等科技创新成果展示，并同科研人员和科技企业负责人代表亲切交流。习近平说，建设社会主义现 代化强国，关键在科技自立自强。要充分发挥我们国家集中力量办大事的优势，把各种优质要素集合起 来攻关，加快解决突出短板问题，实现我们的战略目标。 七部门对头部平台企业和快递企业开展用工行政指导 人力资源社会保障部近日会同中央社会 ...

Group 1 - Didi has launched a promotional campaign offering discounts starting from 60% on rides during the Spring Festival travel season, which is expected to boost travel demand significantly [1] - The peak demand for Didi rides is anticipated to occur on February 13, with subsequent peaks on February 22 and February 24, as well as another spike on March 3 for the Lantern Festival [1] - Didi is providing discounts in over 100 cities across the country, with specific promotions in cities like Hangzhou, Ningbo, and Wuhan, where users can access limited-time discount coupons [1] Group 2 - Didi plans to distribute 1.1 billion yuan in driver subsidies during the Spring Festival, aiming to encourage drivers to provide quality service and enhance their earnings [2] - The company will trial a driver service fee during peak travel times to better meet demand and increase driver income [2] - Didi is hosting "Didi Driver Spring Festival Family Banquets" in cities like Fuzhou and Shanghai, and has set up "Didi Driver Day Welfare Stations" in over 30 cities to distribute more than 140,000 festive gift boxes to drivers [2] Group 3 - Didi has implemented features like "Fare Guardian" and "Trip Guardian" to address travel experience issues, ensuring timely fare compensation and priority ride requests [2] - The company has upgraded its real-time guidance features at airports, train stations, and popular tourist areas to facilitate easier pick-up for users [2]

根据约谈，要求强化运营安全监管，加强交通安全管理，教育引导从业人员安全守法驾车。提高司机安 全驾驶和应急处置能力，全力做好春运安全生产和服务保障工作。 强化合作网约车平台监督管理，约谈要求进一步健全企业经营决策机制，强化聚合服务管理。督促合作 平台企业保持经营策略相对稳定，加强价格、收入异常波动等监测预警。认真落实降抽成（收费）公开 承诺，保障司机合理收入。 约谈要求规范平台经营行为，加强对接入网约车平台、车辆和司机的审核管理，持续提升合规化水平。 加强订单溯源监测管理，防止订单层层转卖、层层抽成。 在保障司机合法权益方面，约谈要求畅通诉求表达渠道，快速响应处置司机反映的各类诉求和问题。依 法落实首问负责和先行赔付责任。 高德打车被约谈 新华社北京2月9日电 记者9日从交通运输部获悉，交通运输新业态协同监管部际联席会议办公室近日组 织对高德打车进行约谈。 约谈指出高德打车对合作网约车平台管理不到位、压低运价、应急处置不当等突出问题，并要求高德打 车立即落实约谈要求，深刻反思，采取针对性措施，确保全面整改到位，切实维护司机群体合法权益。 约谈要求加强司机关心关爱，联合开展"送温暖"活动，不断完善服务保障措施。加 ...

三是保障司机合法权益。畅通诉求表达渠道，快速响应处置司机反映的各类诉求和问题。依法落实首问 负责和先行赔付责任。 四是强化运营安全监管。加强交通安全管理，教育引导从业人员安全守法驾车。提高司机安全驾驶和应 急处置能力，全力做好春运安全生产和服务保障工作。 来源：智通财经 据交通运输部，近日，交通运输新业态协同监管部际联席会议办公室组织对高德打车进行了约谈。 约谈指出了高德打车对合作网约车平台管理不到位、压低运价、应急处置不当等突出问题，并要求高德 打车立即落实约谈要求，深刻反思，采取针对性措施，确保全面整改到位，切实维护司机群体合法权 益。 五是加强司机关心关爱。联合开展"送温暖"活动，不断完善服务保障措施。加强春运春节期间司机群体 关心关爱，持续改善工作条件和从业环境。 约谈要求，一是强化合作网约车平台监督管理。进一步健全企业经营决策机制，强化聚合服务管理。督 促合作平台企业保持经营策略相对稳定，加强价格、收入异常波动等监测预警。认真落实降抽成（收 费）公开承诺，保障司机合理收入。 二是规范平台经营行为。加强对接入网约车平台、车辆和司机的审核管理，持续提升合规化水平。加强 订单溯源监测管理，防止订单层层转卖 ...

去年9月，娄底市交通运输局集中约谈网约车及聚合平台，要求平台从约谈之日起稳妥清退不合规车 辆，不得新接入非法网约车，停止向不合规车辆派单，停止低于成本价派单等恶意竞争行为。 2025年以来，昆明、六安等地先后发布了《网络预约出租汽车经营服务管理实施细则》，其中也提到要 求聚合平台对服务过程中发生的安全事故，承担先行赔付责任，不得以任何形式向乘客及驾驶员转移运 输服务风险。 2月9日，据交通运输部微信公号，交通运输新业态协同监管部际联席会议办公室近期对高德打车进行了 约谈。约谈指出了高德打车对合作网约车平台管理不到位、压低运价、应急处置不当等突出问题。 约谈同时对高德提出多项要求，包括认真落实降抽成（收费）公开承诺、防止订单层层转卖和层层抽 成、依法落实首问负责和先行赔付责任以及强化运营安全监管等。 对此，高德打车表示，将严格落实约谈要求，汲取教训，补齐短板，举一反三，全面整改。 监管部门近期密集约谈聚合平台。1月29日，广州市交通运输局召开网络预约出租汽车聚合平台专项约 谈会议，通报了当前部分聚合平台存在的未严格履行核验义务、数据上传质量差、合作网约车平台订单 合规率有待提升等问题。 对此，网经社电子商务研究 ...

这是2026年以来，上述办公室首次约谈网约车聚合平台。交通运输新业态协同监管部际联席会议于2018 年成立，目的为加强交通运输新业态监管，该联席会议由交通运输部牵头，涵盖中央宣传部、中央政法 委、中央网信办、国家发改委、工信部、公安部、司法部、人民银行、市场监管总局、国家信访局等部 门，办公室设立于交通运输部，承担日常工作。 近年来，交通运输部多次印发通知，要求网约车平台减少抽成或明确抽成比例，去年8月，多家头部平 台集体宣布调整抽成比例，高德打车曾对外称，联合80余家合作平台推动抽成上限不超过27%（含信息 服务费），信息服务费上限全部降至9%，并通过减免佣金活动、专项奖励等方式推动合作平台综合成 本降低2%。 业界普遍认为，平台集体发声降低抽成，与监管层积极推动改善网约车抽成较高问题有关。 2月9日晚间，交通运输部公众号公布消息，高德打车近期被约谈。此次负责约谈的部门为交通运输新业 态协同监管部际联席会议办公室。约谈指出，高德打车存在对合作网约车平台管理不到位、压低运价、 应急处置不当等问题，并要求采取针对性措施，全面整改。 约谈指出，高德打车要强化聚合服务管理，督促合作平台企业保持经营策略相对稳定，加强 ...

聚合平台的订单规模在逐步提高，但在市场秩序方面仍有较多问题。 2月9日，据交通运输部微信公号，交通运输新业态协同监管部际联席会议办公室近期对高德打车进行了约谈。约谈指出了 高德打车对合作网约车平台管理不到位、压低运价、应急处置不当等突出问题。 约谈同时对高德提出多项要求，包括认真落实降抽成（收费）公开承诺、防止订单层层转卖和层层抽成、依法落实首问负 责和先行赔付责任以及强化运营安全监管等。 从趋势看，聚合平台的订单规模在逐步提高，但在市场秩序方面仍有较多挑战。 一方面是聚合平台的合规率引发关注。网约车监管信息交互系统发布的行业数据显示，聚合平台与自营平台在车辆的合规 率上有较大差异。例如去年12月如祺出行接单车辆的合规率达99.1%，高德打车平台上去年12月接单车辆合规率为69.4%， 环比下降0.5%。 另一方面，聚合平台订单占比逐步提高。据弗若斯特沙利文的资料，通过聚合平台履行的网约车订单占比由2019年的7.0% 增至2024年的31.0%，预计到2029年将进一步增加至53.9%。 中小平台对于聚合平台的依赖在加深。威盛时代招股书显示，高德是其最大的聚合平台服务提供商，2022年、2023年、 202 ...

近日，交通运输新业态协同监管部际联席会议办公室组织对高德打车进行了约谈。 高德打车表示，将严格落实约谈要求，汲取教训，补齐短板，举一反三，全面整改，进一步增强风险意 识，切实履行企业责任，依法合规经营，及时化解矛盾问题，维护公平竞争市场秩序，保障司机群体合 法权益。 来源 | 交通运输部 编辑 | 杜小溪 约谈指出了高德打车对合作网约车平台管理不到位、压低运价、应急处置不当等突出问题，并要求高德 打车立即落实约谈要求，深刻反思，采取针对性措施，确保全面整改到位，切实维护司机群体合法权 益。 约谈要求，一是强化合作网约车平台监督管理。进一步健全企业经营决策机制，强化聚合服务管理。督 促合作平台企业保持经营策略相对稳定，加强价格、收入异常波动等监测预警。认真落实降抽成（收 费）公开承诺，保障司机合理收入。二是规范平台经营行为。加强对接入网约车平台、车辆和司机的审 核管理，持续提升合规化水平。加强订单溯源监测管理，防止订单层层转卖、层层抽成。三是保障司机 合法权益。畅通诉求表达渠道，快速响应处置司机反映的各类诉求和问题。依法落实首问负责和先行赔 付责任。四是强化运营安全监管。加强交通安全管理，教育引导从业人员安全守 ...