Core Viewpoint - The overseas markets showed a slight rebound during the Spring Festival holiday, with U.S. stocks recovering and commodities performing strongly, driven by geopolitical disturbances that significantly increased the prices of oil, gold, and copper. The performance of Chinese assets, particularly the FTSE China A50 index futures, also indicated a positive trend, suggesting a potentially favorable start for the A-share market in the Year of the Horse [2][4]. Group 1: Market Performance and Trends - The overseas non-U.S. assets maintained a strong performance during the holiday, indicating a high risk appetite among overseas investors, which is expected to benefit the A-share market post-holiday [5]. - The inflow of funds into the market remains unchanged, with a notable decrease in household deposits and an increase in non-bank financial institution deposits, suggesting a shift towards equity markets [6]. - Historical data shows that the A-share market typically performs well in the 20 trading days following the Spring Festival, with a 75% probability of the CSI All A Index rising during this period [9]. Group 2: Sector Focus and Investment Opportunities - The focus for investment should be on sectors benefiting from AI and resource commodities, with a particular emphasis on the robotics and AI technology applications showcased during the Spring Festival [13][14]. - The traditional sectors such as real estate and liquor are expected to see a recovery as their valuations are at historical lows, supported by improving fundamentals and policy catalysts [11]. - The "反内卷" (anti-involution) policy is anticipated to enhance the supply dynamics of resource commodities, making them attractive for investment [11]. Group 3: Strategic Recommendations - Investors are advised to focus on the technology sector, particularly in robotics and AI applications, as well as cyclical sectors like chemicals, construction materials, and machinery, which are expected to benefit from rising prices and improved demand [15]. - The market is entering a configuration phase where "technology + cyclical" remains the main theme, with technology sectors likely to respond first to market catalysts [15].

Core Viewpoint - The company, Aide New Energy, has entered into a placement agreement to acquire approximately 36.57 million shares from Horizon Minerals Limited at a price of AUD 1.08 per share, totaling around AUD 39.5 million in cash [1] Group 1: Company Actions - The company plans to subscribe to a total of approximately 36.57 million placement shares [1] - The subscription price is set at AUD 1.08 per share, leading to a total cash payment of approximately AUD 39.5 million [1] - Following the completion of this transaction, the company will hold about 9.95% of the enlarged issued share capital of the target company [1] Group 2: Target Company Information - The target company, Horizon Minerals Limited, is identified as a mid-tier gold producer [1] - Its projects are located in the Western Australian gold mining region [1]

Core Viewpoint - The company, Aide New Energy (02623.HK), has entered into a placement agreement to subscribe for 36,574,077 shares at a price of AUD 1.08 per share, as part of its diversification strategy to build a long-term cash-generating investment portfolio through acquisitions or investments in quality mining and natural resource assets [1] Group 1: Company Strategy and Financials - The board believes that acquiring strategic interests in companies engaged in quality mining and natural resources will enable the company to construct a comprehensive investment portfolio capable of generating cash over the long term [1] - The target company has estimated mineral resources of 34.32 million tons, containing approximately 1.88 million ounces of gold, supported by significant assets in Western Australia [2] - The Burbanks project is highlighted as a major gold asset with an estimated resource of about 6.05 million tons at an average grade of 2.4 grams per ton, totaling approximately 465,500 ounces of gold [2] Group 2: Development Plans and Future Growth - The target company has identified an estimated ore reserve of 4.33 million tons, containing approximately 214,000 ounces of gold, which lays the foundation for a proposed "hub-and-spoke" development model [3] - The company plans to utilize existing nickel processing facilities in Australia to transform them into a gold processing hub, aiming to process gold from its own mining operations [3] - A budgeted drilling program of 50,000 meters is planned for the fiscal year 2025/2026 to test regional targets and facilitate potential resource expansion [3] Group 3: Market Activity - The company has applied to the stock exchange for the resumption of trading of its shares starting from 9:00 AM on February 24, 2026 [4]

交汇点讯 2月22日（正月初六）下午，南京新春首场人才招聘会——2026年度"春风行动"留宁返宁高校 毕业生专场招聘活动火爆开场。2000个岗位吸引了1200多名高校毕业生进场求职，收到简历近2500份， 让主办方和招聘企业连呼"没想到"。 当天下午2:20，记者来到位于北京东路南京人才大厦时，门口已经挤满了接送求职者的车辆。一走进招 聘现场，节日的喜庆氛围扑面而来——红彤彤的人才政策介绍，抽奖迎春、暖心咖啡……求职招聘区聚 集了江苏集萃智能制造技术研究所有限公司、国睿科技股份有限公司、南京波长光电科技股份有限公司 等近100家优质单位，覆盖人工智能、软件和信息服务、制造业、现代服务业等多个重点领域产业。 南京中比新能源科技有限公司当天招聘工艺工程师、结构工程师、品牌营销专员等86人，本科生月薪在 6000～8000元之间，硕士研究生月薪1万元左右。不到1个小时，现场招聘负责人孙秀莲就收到了30多份 简历，其中近一半是硕士研究生。"现在还在春节假期，高校还没开学，本来是抱着试试看的心态来招 聘的，没想到有这么多求职者。"孙秀莲开心地说。 南京财经大学旅游管理硕士研究生胡婷婷老家在安徽芜湖，这两天也是和父母在南 ...

中国这几年变化大得让人眼花缭乱，从手机支付普及到电动车到处跑，再想想从现在到2035年也就十来 年，速度只会更快。 国家规划里头那些目标不是随便说说，而是实打实影响大家日常的。过去十年从4G跳到5G，就已经让 生活不一样了，接下来科技和民生结合得更紧，目标也更明确。 这些规划基于实际执行力，过去证明中国速度靠谱，到时候变化可能超出预期。 首先， 从国家 的十四五规划和2035远景目标纲要 来看， 已经设定了到2035年基本 完成社会主义现代 化 的目标。 我们需要在经济、科技 和国力 上取得显著的进步， 使人均GDP达到中等发达国家 的标准， 并显著增 加中等收入 人群。 这不 仅仅是 一个数字 化的游戏， 它真正地帮助了普通民众过上更好 的生活。 到2030年 ，城市化率将接近70%，城市 集群 将像京津冀、长三角、粤港澳大湾区 那样更紧密地融合， 高铁 的速度将像地铁一样 快，从苏州到上海 只需几十分钟。 该产业的生态环境已得到完善，企业间的合作频繁，合作场景也相当丰富。减轻劳动市场的压力，特别 是在人口老龄化的社会背景下。机器人已经变成了经济链条中的助手。 航天项目表现出色。中国载人航天办公室已经确认， ...

Group 1 - A-shares experienced a rise before the holiday, with the Shanghai Composite Index up 0.41%, the Shenzhen Component Index up 1.39%, and the ChiNext Index up 1.22% [1] - After the Spring Festival, the A-share market is expected to trend upwards due to policy expectations, liquidity support, and industry trends, with a focus on policy-driven opportunities [1] - Key sectors to watch include non-competitive concepts benefiting from improved supply-demand dynamics, such as precious metals, oil and petrochemicals, and basic chemicals [1] - The AI and robotics sectors are anticipated to show structural highlights post-holiday, driven by increased attention during the Spring Festival [1] Group 2 - The Spring market is expected to continue, with price increases being a core focus for the first quarter, as AI technology leads to a significant expansion in code generation [2] - Industries are categorized based on physical dependency and regulatory barriers, indicating a widening gap in returns between beneficiaries of physical scarcity and those affected by code expansion [2] - The A-share market is less impacted by AI disruptions compared to US and Hong Kong markets, maintaining a positive sentiment for continued investment [2] Group 3 - The media sector is poised to benefit from new AI applications, with 2026 being a pivotal year for AI integration in media, enhancing digital marketing and content generation [3] - The Spring Festival showcased AI's potential, leading to increased public awareness and interest in technology applications within the media sector [3] Group 4 - A "red envelope market" is anticipated post-holiday, driven by external uncertainties and a favorable exchange rate for the Chinese yuan, which may enhance long-term investment in Chinese assets [4] - The technology sector is expected to see a boost from various catalysts released during the Spring Festival, raising expectations for a tech-driven market [4] Group 5 - The market is currently in a strong oscillation phase, with mixed signals from overseas markets, indicating a cautious approach to trading [5] - The A-share market is expected to experience a trendless opening post-holiday, with a focus on sectors like AI applications and robotics that have shown potential [6] - A "systematic slow bull" opportunity is still favored, with recommendations to hold positions in relatively undervalued sectors such as securities, building materials, and banks [6]

长江证券此前发布研报称，"十五五"期间新能源高质量发展需要以非电利用为突破，拓宽新能源利用途 径，以绿电制氢氨醇在化工、交通、冶金等领域应用空间广阔。看好绿色氢氨醇产业链的投资价值，相 关标的包括金风科技等。 消息面上，2月12日，金风兴安盟绿氢制绿色甲醇（三期）项目获备案。项目位于兴安盟经济技术开发 区，总投资23亿元，计划2026年5月开工，项目主要建设生物质气化、甲醇合成精馏等主要生产装置及 配套公辅工程，年产72.5万吨绿色甲醇。 智通财经APP获悉，金风科技(02208)盘中涨超7%，截至发稿，涨5.14%，报14.52港元，成交额1.38亿港 元。 ...

南京财经大学旅游管理专业硕士研究生胡婷婷老家在安徽芜湖，这两天正和父母在南京游玩。碰到 小胡时，她已经从招聘会现场挤了出来，"投了一个培训的岗位，跟招聘经理谈得十分投缘，约好开学 后面试。"在现场工作人员的推荐下，胡婷婷注册了南京今年为青年人才特别推出的"紫金山英才卡（青 柠码）"，"可以免费乘公交地铁、游览热门景区，这个码对我接下来做毕业论文和实地调查都很有 用。" 记者了解到，紫金山英才卡（青柠码）面向两类青年人才发放：一类是今年起在南京新就业创业的 35周岁以下大专及以上学历青年人才，还有一类是今年起在南京求职面试的全日制本科及以上应届毕业 生（含毕业学年在校生及毕业两年内未就业毕业生），或来宁开展短期学术（技术）交流与合作的35周 岁以下青年人才。南京市人社局相关负责人介绍，南京将不断拓展青柠码使用范围，适时加入体育健 身、商超购物等多元数字化服务，助力青年人才一码在手、智享金陵。 南京中比新能源科技有限公司当天招聘工艺工程师、结构工程师、品牌营销专员等86人，本科生月 薪在6000—8000元，硕士研究生月薪1万元左右。不到1个小时，现场招聘负责人孙秀莲就收到了30多份 简历，其中近一半是硕士研究生 ...

世界黄金协会美洲区首席执行官Juan Carlos Artigas在接受专访时指出，黄金的表现始终是四大关键因素共同作用的结果：经济扩张、风险与不确定性、机会 成本和势能 。而在2026年的当下，这四驾马车正以前所未有的力度共振。 1. 货币属性回归：全球央行用"黄金"对美元"用脚投票" 这可能是近年来黄金定价逻辑最深刻的变化。以往，金价与实际利率（美债收益率）高度负相关，但这个运行了数十年的"铁律"在2022年后悄然失效了 。 地缘冲突、央行购金、美元信用与投机资金的交织博弈 2026年开年，贵金属市场就给所有投资者上演了一部惊心动魄的大片。黄金价格一度冲破5600美元/盎司的历史高位，让无数人高呼"见证历史"，然而紧接 着单日暴跌超9%的行情又让追高者措手不及 。白银更是疯狂，1月份暴涨60%，要知道它在2025年已经上涨了175% 。 这种"过山车"般的行情背后，究竟是谁在操控着黄金白银的价格？ 作为一名财经观察者，我翻阅了近期大量官方资讯和专业机构报告，今天就用一篇文 章，带你穿透市场迷雾，看清2026年贵金属波动的底层逻辑。 一、 四驾马车：驱动金银牛市的"核心引擎" 根本原因在于，全球央行正在持续 ...

（来源：黑龙江日报） 转自：黑龙江日报 □本报记者 崔立东 初春，双鸭山矿区广袤的黑土地上，寒风依然凛冽，但在龙煤集团工作人员的眼中，这风却有着别样的 温度。 抬眼望去，占地297平方公里的风电场内，32台6.25兆瓦的风力发电机组巍然耸立，巨大的白色叶片在 蓝天映衬下缓缓转动，发出有节奏的呼啸声。 高位擘画 在黑土地上重构能源经纬 曾经，提及龙煤，"煤炭"是其唯一的标签。然而，面对国家"双碳"战略这一宏大命题，单纯依靠"乌 金"的传统发展路径已难以满足高质量发展需求。 "必须摆脱路径依赖，让老矿重焕生机。"这是龙煤集团党委在谋划未来时达成的共识。 步入"十五五"开局之年，龙煤集团的战略规划中，不仅有深埋地下的煤层，更有地上的风和光。龙煤集 团充分发挥鸡西、鹤岗、双鸭山、七台河四大矿区的土地与空间优势，高瞻远瞩谋划，精准无误落子。 在龙煤的蓝图中，一个集"风光火储氢网"于一体的黑龙江东部清洁能源基地正蓬勃兴起。 这并非简单的产业叠加，而是构建起了"煤炭主业筑牢根基、新能源产业拓展格局"的双轮驱动体系。从 单纯的煤炭开采，到新能源开发、装备制造、综合利用的全产业链延伸，龙煤集团正稳步前行，将"绿 色"理念深深融 ...