证券日报网讯 1月28日，柯力传感在互动平台回答投资者提问时表示，公司作为有限合伙人，通过旗下 产业基金对深圳市德壹医疗科技有限公司及智身科技（北京）有限公司进行了战略性投资。目前，公司 与上述被投企业已围绕相关技术领域展开研发合作，共同推进产品开发与创新应用。未来，公司将持续 关注行业发展动态，依托产业基金平台积极布局前沿技术与生态协同，为长期发展培育新的增长点。后 续如有达到信息披露标准的进展，公司将严格依照法律法规及监管要求及时履行披露义务。 （编辑 丛可心） ...

申昊科技公告，预计2025年度净利润亏损1.85亿元-2.2亿元，上年同期亏损2.38亿元。预计营业收入2.8 亿元-3.3亿元，上年同期1.58亿元。本报告期内，公司紧密关注国家政策导向与行业发展趋势，积极把 握市场机遇，提升市场份额。2025年度，公司整体营业收入实现显著增长，亏损收窄，仍处于战略转型 升级与高质量发展的关键过渡期。 ...

蓝筹股方面，腾讯控股涨2.31%，收报621港元；香港交易所涨2.04%，收报439.2港元；中国移动涨 3.06%，收报80.9港元；汇丰控股涨2.23%，收报137.5港元。 责任编辑：袁浩 香港本地股方面，长实集团涨1.63%，收报46.2港元；新鸿基地产涨3.57%，收报124.7港元；恒基 地产涨3.57%，收报31.32港元。 中资金融股方面，中国银行涨3.55%，收报4.67港元；建设银行涨3.35%，收报8.03港元；工商银行 涨3.62%，收报6.59港元；中国平安涨1.79%，收报70.95港元；中国人寿涨3.17%，收报35.18港元。 新华社香港1月28日电 香港恒生指数28日涨699.96点，涨幅2.58%，收报27826.91点。全日主板成交 3615.23亿港元。 石油石化股方面，中国石油化工股份涨3.61%，收报5.45港元；中国石油股份涨4.99%，收报9.25港 元；中国海洋石油涨4.85%，收报24.66港元。 国企指数涨267.36点，收报9512.24点，涨幅2.89%。恒生科技指数涨145.44点，收报5900.16点，涨 幅2.53%。 ...

（记者 曾健辉） 每经头条（nbdtoutiao）——从极寒测试到万套装车！半固态电池今年有望搭载多款新车：各大厂商摩 拳擦掌，动力电池技术迎来迭代年 每经AI快讯，泰坦科技1月28日晚间发布业绩预告，预计2025年年度实现归属于母公司所有者的净利润 将出现亏损，金额预计为-1800万元至-1200万元。业绩变动主要原因是，公司在经营中进行了业务结构 调整，舍弃了部分业务，使得营业收入出现下滑，虽毛利率有所提升，但毛利额仍略有下降。同时，虽 然费用有所控制，但新增固定资产投入使用带来的折旧摊销增长较多，导致利润总额下降。经过初步评 估测算，本年度商誉减值预计约2800万，四季度新增存货跌价预计约2400万，导致扣非净利润降幅较 大。 ...

三和第四大持仓，持仓比重分别达到9.6%和8.1%。尤其值得注意的是，东方港湾对二倍做多谷歌的ETF （GGLL）的增持幅度高达117.61%，这一举动进一步放大了其在谷歌上的风险暴露。 英伟达的地位虽然有所下降，但依然稳居东方港湾的第二大重仓股。谷歌和英伟达之外，东方港湾的美 股持仓还涵盖了微软、苹果、Meta、特斯拉及亚马逊等一众科技巨头。 排排网集团旗下融智投资FOF基金经理李春瑜分析表示，东方港湾持续看好人工智能的长期发展趋势， 在此背景下，其持仓重心从以英伟达为代表的算力硬件层，逐步向具备AI生态与商业化落地能力的平 台型公司如谷歌倾斜。谷歌在AI技术积累与应用场景方面的优势被视为更具确定性的增长动力。 除了传统的科技股投资，东方港湾还通过加仓杠杆型ETF产品来进一步增强其投资组合的弹性。数据显 示，三倍做多纳斯达克100ETF（TQQQ）和三倍做多FANG+指数ETN（FNGU）分别位列东方港湾的第 新华财经上海1月28日电最新数据显示，知名私募机构东方港湾2025年四季度的美股投资组合经历激进 调整，谷歌取代英伟达，成为最大重仓股。与此同时，大幅加仓杠杆型ETF，其中二倍做多谷歌的 ETF （G ...

近日，中国银行北京市分行联合国华担保公司落地北京市首笔中小微企业民间投资专项担保计划中长期 贷款业务。该模式依托"政银担"协同创新，高效打通融资堵点，构建覆盖面广、效率高、针对性强的普 惠金融服务生态。 本次首笔中小微企业民间投资专项担保计划中长期贷款业务的成功落地，有望加速释放政策效能，进一 步引导金融资源精准流向民间投资领域，为助力实现经济稳增长目标提供有力支撑。中行北分将以本次 业务落地为契机，持续扩大服务覆盖面，为中小企业提供优质金融支持，为首都经济高质量发展贡献金 融力量。 北京六方智芯安全科技有限公司是一家专注于电力行业，为信创业务、网络安全提供全面的系统解决方 案、系统集成的科技型小微企业。为帮助该企业解决新一代安全技术研发及系统运维的资金缺口，中行 北分与国华担保积极对接，依托民间投资专项担保计划为其提供金额500万元，期限24个月的资金周转 支持，用于购买设备和原材料，并提供优惠融资利率和担保费率。该笔业务精准聚焦小微企业融资需 求，切实降低融资成本，助力企业突破发展瓶颈，为实体经济发展注入"金融活水"。 此次专项担保计划的迅速实施，得益于中行北分与国华担保公司多年在普惠金融领域的持续深耕与 ...

Core Insights - The Ministry of Science and Technology has officially announced the list of 61 selected policy measures for the "Innovation Points System," with Nanjing's initiative recognized for its innovative application in government resource allocation [1] - The "Innovation Points System" aims to better connect the demand and supply sides of technology finance by accurately profiling technology enterprises, allowing selected companies to receive support from the central bank's "Technology Innovation Re-loan" program [1] - Nanjing has been a pioneer in implementing the "Innovation Points System," having launched pilot programs in 2022 and partnered with eight banks to offer specialized "Innovation Points Loans," totaling 11.548 billion yuan in credit loans for 1,122 technology SMEs by the end of last year [1] - In 2024, nearly 7,000 innovative enterprises will be recommended for the technology innovation re-loan program, with Nanjing contributing 1,162 enterprises, the highest in the country, and an increase of 1,346 enterprises to 2,508 in the following year, representing a growth rate of 115% [1] Future Plans - The Nanjing Municipal Science and Technology Bureau plans to develop a "Ningke Points+" technology finance support system, collaborating with relevant departments to create various financial products such as "Points Loans," "Points Insurance," "Points Guarantees," and "Points Investments" [2] - This initiative aims to transform technology finance policies into tangible financial support for technology innovation entities [2]

去年贷款支持科创企业力度较大 [ 责编：刘晗旭 ] 本报北京1月27日电 （记者吴秋余）中国人民银行发布的最新数据显示：截至2025年四季度末，获得贷 款支持的科技型中小企业27.5万家，获贷率为50.2%，比上年末高2个百分点。本外币科技型中小企业贷 款余额3.63万亿元，同比增长19.8%，增速比各项贷款高13.6个百分点。 同期，获得贷款支持的高新技术企业26.54万家，获贷率为57.3%，比上年末高0.4个百分点。本外币高 新技术企业贷款余额18.61万亿元，同比增长7.5%，增速比各项贷款高1.3个百分点。 我国科技型中小企业获贷率超50% ...

Core Viewpoint - The article discusses the opening of the Chengdu Municipal Political Consultative Conference, emphasizing the importance of the "14th Five-Year Plan" achievements and the strategic goals for the "15th Five-Year Plan" period, focusing on modernization and economic development in Chengdu [1][2]. Group 1: Development Strategy - Chengdu aims to establish itself as a national economic center and international consumption hub, focusing on boosting consumption, expanding domestic demand, and improving the investment and financing environment [2]. - The development strategy includes "innovation-driven, open leadership, integration of science and industry, and revitalizing counties and districts" [2][4]. Group 2: Economic Environment - The efficiency of Chengdu's investment attraction has significantly improved, with rapid cooperation agreements being finalized, which has reduced operational hurdles for businesses [3]. - Government initiatives have been described as timely support for startups, alleviating operational pressures and fostering a conducive environment for business growth [3]. Group 3: Technological Innovation - The integration of digital culture and technology is a focal point, with suggestions to leverage AI and virtual reality to enhance cultural experiences for visitors [4]. - A collaborative innovation model involving government, industry, academia, and research institutions is recommended to convert technological advantages into industrial development [4]. Group 4: Social Welfare and Public Services - The conference highlighted the need for high-quality development in public services to enhance citizens' happiness, with specific initiatives like credit-based medical services being discussed [6]. - Suggestions were made to improve public service facilities in urban renewal projects, ensuring they meet community needs effectively [6]. Group 5: Aging Population and Technology - The application of AI technology in the silver economy is seen as a key driver for new productivity, with a focus on developing innovative products tailored for the elderly [7]. - Companies are encouraged to enhance their core competitiveness through continuous product innovation and by expanding into international markets while addressing domestic needs [7].

Core Viewpoint - The importance of the "Affordability" issue is increasingly prominent as the U.S. enters the midterm election year, with Trump proposing several policies aimed at addressing this concern [2]. Group 1: Proposed Policies - The proposed policies can be categorized into four areas: housing, finance, cost of living, and defense [21]. - In the housing sector, Trump has proposed two measures: directing Fannie Mae and Freddie Mac to purchase $200 billion in mortgage-backed securities (MBS) to lower mortgage rates, and restricting large institutional investors from buying single-family homes to stabilize home prices [21][26]. - In the finance sector, a proposal to set a credit card interest rate cap at 10% has been introduced [22]. - For the cost of living, three measures include issuing tariff dividends, requiring large tech companies to cover their electricity infrastructure costs, and a comprehensive healthcare plan aimed at reducing medical expenses [23][24]. - In defense, a proposal has been made to prohibit defense contractors from stock buybacks and dividends while limiting executive compensation [25]. Group 2: Feasibility of Policies - The feasibility of these policies is assessed based on whether they require congressional legislation, the attitudes of both parties, and predictions from the betting market [27]. - Two of the proposed policies do not require congressional approval and have already begun implementation: directing Fannie Mae and Freddie Mac to purchase MBS, and prohibiting defense contractors from stock buybacks and dividends [29][32]. - The remaining five policies may require congressional legislation, with varying degrees of clarity regarding their implementation paths [29][33][34]. Group 3: Potential Impacts - The potential impacts of the proposed policies are significant, particularly in four areas: 1. Directing Fannie Mae and Freddie Mac to purchase MBS could help narrow mortgage loan spreads, although their holdings represent only about 1.1% of the total MBS market [46][50]. 2. Restricting institutional purchases of homes could affect only about 3% of the market, as large investors hold a small share of single-family rentals [53][59]. 3. The proposed credit card interest rate cap could reduce rates by 11%, but the net interest margin for credit card businesses is only around 9% to 10%, potentially making the business unprofitable [63][65]. 4. The prohibition on dividends and buybacks for defense contractors could impact their financial strategies, as these actions currently represent a significant portion of their market value [17]. Group 4: Future Monitoring Points - Key future monitoring points include the Defense Secretary's review of defense contractors on February 6, the State of the Union address on February 24, the presidential budget proposal in February-March, and potential affordability measures that may be announced during the primary election period from May to August [4].