省属企业2025年市场化改革提质扩面，经理层任期制与契约化管理基本实现全覆盖，5093名经理层 人员实行任期制与契约化管理，占比99.7%。2025年，省属企业新聘任管理人员采用竞争上岗方式1767 人，占比73.7%；2284名管理人员实行任期制与契约化管理，占比13.9%；管理人员末等调整和不胜任 退出全面推行，累计调整退出1430人，占管理人员总人数的8.73%。（记者：沈谦） 省国资委相关负责人介绍，2025年，省国资委稳妥推进战略性重组和专业化整合，完成省属企业煤 炭交易平台整合，全年煤炭交易6.2亿吨，同比增加1.9亿吨，增幅44.2%。省属企业内部完成同质化专 业化整合140宗。省属企业市场化退出酒店、文旅景区等16类非主业项目223个。 2025年，省属企业现代公司治理体系进一步完善，省属企业党委前置研究讨论重大经营管理事项清 单动态优化率达100%，"三重一大"决策制度不断完善，党委领导作用明显增强；全面实现董事会应建 尽建、外部董事占多数，董事会运行制度进一步完善，运行效率、决策质量大幅提高；省属企业集团管 控建设持续深化，省属企业集团总部制定子企业差异化授放权清单，不断优化总部组织机构。 ...

来源：观点地产网 观点网 澳门英皇娱乐酒店大堂那条闻名遐迩的"黄金大道"，一夜之间成了"空心大道"。 1月30日，有网友发现，酒店大堂地砖下原本镶嵌的78块金砖已消失不见，只剩空荡荡的透明视窗。工 作人员解释称是"内部装修需要"，待装修结束后会再行展出。 然而英皇娱乐2月4日晚间一纸公告，似乎让这番说辞不攻自破。 英皇娱乐酒店当日宣布，已将这批总重约79公斤的瑞士999.9千足纯金金砖出售，套现约9970万港元。 消息公布后，英皇娱乐酒店（00296.HK）股价一度大涨20%。截至2月6日收盘，英皇娱乐酒店报0.265 港元，较前一交易周涨幅11.81%。 从"铺金砖"到"挖金砖"，杨受成旗下这家曾经"金光璀璨"的酒店，正在经历一场骨子里的巨变，英皇系 亦是如此。 2月4日，英皇娱乐酒店发布公告表示，已通过非全资附属公司Right Achieve Limited向贺利氏金属香港 有限公司出售一批共重79公斤的黄金砖块，作价约9970万港元。 据公告披露，这批金砖原始购入价约为940万港元，20年间升值逾9倍，扣除约10万港元的交易成本后， 预期确认收益约9020万港元。 英皇娱乐酒店在公告中给出的解释是：鉴于 ...

Group 1 - The A-share market has experienced declines, with the Shanghai Composite Index down 1.27%, the Shenzhen Component down 2.11%, the ChiNext down 3.28%, and the Sci-Tech Innovation Board down 4.31% [1] - Citic Securities highlights a conflict between short-term interests and long-term value in overseas markets, driven by a heightened urgency for real economy investments and the disruptive innovation brought by AI [1] - China’s capital market has already transitioned towards real economy pricing, focusing on quality and efficiency improvements, suggesting that short-term market fluctuations should not cause anxiety [1] Group 2 - China Galaxy Securities recommends a "light position for the holiday" strategy to mitigate risks while retaining opportunities for the post-holiday spring market, particularly in a transitional phase where policy expectations have partially materialized [2] - The focus should be on two main lines: the "anti-involution" concept driven by improved supply-demand dynamics and the emphasis on sectors with safety margins in valuations, such as non-ferrous metals, basic chemicals, steel, cement, and financials [2] - The second line of focus includes key areas like semiconductors, AI, new energy, military, and aerospace, which are aligned with the new production capacity logic in the domestic economy [2] Group 3 - Zhongtai Securities indicates that the market will maintain a structurally active and oscillating pattern, with technology sectors remaining active in the short term, particularly in AI applications, robotics, and semiconductor equipment [3] - High-dividend sectors are expected to gain traction as the market transitions from high-elasticity trading to more certain configurations post-Spring Festival, with a focus on low-valuation, stable earnings, and high dividend certainty [3] Group 4 - Guojin Securities notes that the global AI industry cycle is entering a new phase, with a shift in focus towards infrastructure investments that cannot be disrupted by AI, leading to a revaluation of physical assets [4] - Recommendations include investing in physical assets like oil, copper, aluminum, and lithium, as well as sectors with global comparative advantages such as electrical equipment and engineering machinery [4] - The consumption recovery channel is expected to benefit from capital inflows, easing of balance sheet pressures, and trends in personnel re-entry, particularly in aviation, duty-free, hotels, and food and beverage sectors [4]

Core Viewpoint - The global AI industry is entering a second phase, leading to a shift in the performance of the technology chain, making it complex to determine which companies will succeed [1] Group 1: Industry Trends - The trend of recovery in overseas manufacturing is strengthening, indicating a shift in the core contradictions of AI investment towards infrastructure represented by energy [1] - A quiet revaluation of global physical assets that cannot be disrupted by AI is beginning, with the return of funds from export enterprises signaling a resonance between domestic and external demand [1] Group 2: Investment Recommendations - The revaluation logic of physical assets is shifting from liquidity and dollar credit to low inventory and stabilizing demand, focusing on commodities such as crude oil, oil transportation, copper, aluminum, tin, lithium, and rare earths [1] - The Chinese equipment export chain, which has a global comparative advantage and confirmed cyclical bottom, includes sectors like power grid equipment, energy storage, engineering machinery, and wafer manufacturing [1] - Domestic manufacturing sectors that are at the bottom of the cycle include petrochemicals, dyeing, coal chemicals, pesticides, polyurethane, and titanium dioxide [1] - The consumption recovery channel is driven by the return of funds, easing of balance sheet pressures, and trends in personnel entry, focusing on sectors like aviation, duty-free, hotels, and food and beverages [1] - Non-bank financials are expected to benefit from the expansion of capital markets and the bottoming out of long-term asset returns [1]

Investment Rating - The report rates the industry as "Overweight" [1] Core Insights - The report highlights the upcoming "2026 Spring Festival Special Activity Plan" aimed at boosting consumption during the holiday season [3] - It emphasizes the positive outlook for travel-related sectors, including hotels, duty-free shops, and scenic spots, due to improved vacation policies and anti-monopoly measures in the OTA sector [4] - The report also notes the potential in the gold and jewelry market, recommending stocks with low valuations and improved competitive landscapes [4] - The impact of subsidies on the milk tea sector is acknowledged, with specific recommendations for brands benefiting from these subsidies [4] - AI applications and undervalued new consumer sectors are identified as areas of interest, with several companies recommended for investment [4] Summary by Sections Travel and Hospitality - The report recommends several hotel stocks, including Huazhu Group, ShouLai Hotel, and JinJiang Hotels, as well as duty-free stocks like China Duty Free Group [4] - Scenic spots such as Emei Mountain A, Jiuhua Tourism, and Huangshan Tourism are highlighted as investment opportunities [4] Gold and Jewelry - Stocks like Caibai Co., Luk Fook Holdings, and Laopuhuangjin are recommended based on short-term data exceeding expectations and improved competitive dynamics [4] New Consumer Trends - Companies such as Kangnait Optical, Huatu Shanding, and Tianli International Holdings are suggested for their potential in AI applications and new consumer trends [4] Low Valuation and High Dividend Stocks - Recommendations include Jiangsu Guotai, Yum China, and Haidilao, focusing on low valuation and high dividend yield stocks [4] Market Performance - The report notes a decline of 0.91% in the retail sector and a rise of 0.70% in consumer services, ranking them 20th and 9th respectively among 30 industries [4] - Notable stock performances include Junting Hotel (+10.38%) and Haidilao (+8.64%) [4] Industry Updates - The report discusses the issuance of a special activity plan by multiple government departments to promote various consumption sectors [4] - It also mentions the acceptance of the first commercial real estate REITs by the Shenzhen Stock Exchange [4] - Recent acquisitions, such as Meituan's purchase of Dingdong Maicai's China business for approximately $717 million, are highlighted [4]

Investment Rating - The report rates the industry as "Overweight" [1] Core Insights - The report highlights the upcoming "2026 Spring Festival Special Activity Plan" aimed at boosting consumption during the holiday season [3] - It emphasizes optimism towards tourism-related sectors, including hotels, duty-free shops, and scenic spots, due to improved vacation policies and ongoing anti-monopoly measures in the OTA sector [4] - The report also suggests a favorable outlook for the gold and jewelry sector, recommending stocks with low valuations and improved competitive landscapes [4] - The impact of subsidies on the milk tea industry is noted, with specific recommendations for brands benefiting from these initiatives [4] - AI applications and undervalued new consumer sectors are highlighted, with several companies recommended for investment [4] Summary by Sections Investment Highlights - The report suggests continued optimism for tourism-related sectors, recommending specific companies such as Huazhu Group, ShouLai Hotel, and China Duty Free Group [4] - It also recommends gold and jewelry companies like Caibai Co., Luk Fook Holdings, and Laopuhuangjin, focusing on those with short-term data exceeding expectations [4] - The milk tea sector is expected to benefit from subsidies, with recommendations for brands like Guming and Hushang Ayi [4] - AI and new consumer applications are highlighted, with recommendations for companies like Kangnait Optical and Huatu Shanding [4] - Low valuation and high dividend yield stocks are recommended, including Jiangsu Guotai and Haidilao [4] Market Review - The report notes a decline of 0.91% in the retail sector and a rise of 0.70% in consumer services, ranking them 20th and 9th respectively among 30 industries [4] - Notable stock performances include Junting Hotel (+10.38%) and Haidilao (+8.64%) [4] Industry Updates - The report mentions the issuance of a special activity plan by multiple government departments to promote various consumption sectors [4] - It also notes the acceptance of the first commercial real estate REITs by the Shenzhen Stock Exchange, expanding the scope to retail, hotels, and office buildings [4] - Recent acquisitions, such as Meituan's purchase of Dingdong Maicai's China business for approximately $717 million, are highlighted [4] Company Announcements - Key announcements include the resignation of the general manager of HeBai Group and the signing of a land compensation agreement by a subsidiary of an agricultural products company [4]

近日，中信里昂一年一度的风水研报出炉。 研报强调"2026年将告别蛇年的犹豫试探，马年以自信之姿，携万钧之势奔腾而至"。从中信里昂给出的风水指数图来看，恒生指数马年走势节奏鲜明：2月触底后一 路走高至6月，7月迎来回调，后续小幅震荡上行至11月，12月显著下挫，直至2027年1月迎来强势反弹。其中3月至6月，恒生指数将迎来一波较大的上涨行情。 看好2026年的恒生指数 报告强调"2026年将告别蛇年的犹豫试探，马年以自信之姿，携万钧之势奔腾而至"。"岁初走势或如脱缰野马，纵横驰骋；但随着时间推移，稳健之势将逐步显现。 等到年关将近，市场又将掀起新一轮变局风云。"中信里昂分阶段研判明年港股形势。 中信里昂对2026年每个月的恒生指数走势，都给出了较为明确的预测。2月，恒生指数开局表现不尽如人意，以下跌之势拉开全年序幕；3月，市场将迎来一轮小幅 上扬；4月，市场将显著攀升；5月，指数再迎一波不俗上涨；6月，指数迎来年度最强跃升；7月，指数上月大半涨幅将尽数回吐；8月，指数将再度上行一截；9 月，指数将小幅上扬；10月，指数陷入横盘震荡，上行突破乏力；11月，指数将稳步上行；12月，从预判的走势图来看，指数将显著回 ...

2月8日中午12点，"旅选上海，超级新春"文旅大直播迎来第5期。杨浦、闵行的文旅推荐官做客上观新 闻直播间，带来精心策划的春节文旅亮点与多重福利。 其中，杨浦区文旅推荐官王燕华、胥佳运带你深度探秘"工业锈带"变"生活秀带"的魔力，开启一场有深 度、有温度、有惊喜的城市探索之旅。闵行区文旅推荐官徐迪与夏芸凯将详细分享闵行新春吃喝玩乐全 攻略，更有多重互动福利轮番送上。 这场新春之旅，就等你赴约啦。直播将通过上观新闻及"乐游上海"、各区融媒体平台同步播出，多重好 礼将在直播过程中轮番放送。 杨浦：宝藏攻略大放送，抽限定文创好礼！ 这个春节，想解锁一个不一YOUNG的杨浦？2月8日，锁定"旅选上海，超级新春"上观文旅大直播，杨 浦区文旅推荐官带你发现杨浦的过去、现在与未来，新春玩转杨浦，这场直播不容错过。 独家路线：穿行在"百年工业遗存与时尚滨江水岸"的风景之间，体验一场多元的城市漫游：从巧克力剧 院的甜蜜探索，到敦煌艺术的千年回响；从笔墨宫坊的非遗手作，到学府与创新企业交融的"知识客 厅"……一路走来，尽可感受杨浦"可甜可盐"的独特魅力。 （来源：上观新闻） 硬核福利：滨江万豪酒店"睡进江景"套餐、复旦皇冠假日酒 ...

资讯整理：小冕 编辑：陈涧 wumiancaijing.com 最热的泛财经新闻，都在这儿了。 重要提醒！！！为防失联，请"星标"我们！进入无冕财经公众号，点击右上角"..."，再" "，以便您及时接收每篇推送~ 本文由无冕财经（wumiancaijing）整理发布 设计：岚昇 千问APP因"奶茶免单"一度崩溃 马云此前现身千问春节项目组 2月6日，阿里千问APP"春节30亿大免单"正式上线，率先发起"奶茶攻势"。而点奶茶免单活动因为太火爆，导致千问APP一度"崩了"。 对此，阿里方面称，"我们正在紧急加资源，全力保障顺畅。" 据媒体报道，阿里方面称，该活动上线不到3小时，用户已通过千问APP下单超100万单奶茶。 据介绍，千问APP免单卡可在全国30多万家奶茶店使用，。活动期间，每位用户可领取21张无门槛的25元免单卡，相当于525元钱，还有机会抽取价值 10000元的千问AI生活卡。活动页面还显示，第二波福利将于2月13日开启，用户可领取现金红包，最高可得2888元。 / ▲千问"奶茶免单"运行不畅。 6日上午，多位用户在社交媒体晒出用千问APP下单的"第一杯AI奶茶"。根据用户对比，在各家AI应用的红包 ...

"全城像打了鸡血"：足球点燃城市荣誉感 在刚刚闭幕的省十四届人大五次会议上，文体旅融合促进消费成为热议话题。省人大代表、盐城市港府 洲际酒店管理有限公司董事长王俊林作为江苏足球超级联赛（苏超）的长期赞助商与盐城队入驻酒店的 接待方，在接受采访时，以生动的故事与详实的数据，展现了苏超赛事如何超越体育本身，成为凝聚人 心、拉动经济、传播城市形象的重要引擎。 谈及苏超盐城队主场比赛的氛围，王俊林用了"空前团结"来形容。"球员出场时，空气中弥漫着对抗的 激情。盐城人个个兴奋，荣誉感特别强。"这种热情不仅限于本地市民，许多在外地工作的盐城人也专 程返乡观赛，家乡归属感在绿茵场边澎湃升腾。 王俊林特别提到，苏超将盐城独特的文化符号"麋鹿"精神与足球完美融合。"球员在场上永不放弃、拼 命追逐每一个球的精神，就像我们盐城的麋鹿一样坚韧顽强。这种精神在赛场上体现得淋漓尽致，成为 了城市精神的一种输出。" "酒店里外全是球迷"：赛事经济与温情故事共生 转自：扬子晚报 "流量大于收益"：企业的情怀与远见 从早期赞助青少年足球赛事，到如今深度参与苏超，王俊林坦言源于一份足球情怀。"我们一直喜欢足 球，尤其是草根足球。苏超第一场比赛关 ...