Core Viewpoint - The 12th Shenzhen-Hong Kong Talent Cooperation Annual Conference aims to deepen talent integration and cooperation between Shenzhen and Hong Kong, promoting a systematic and mechanized approach to talent collaboration [1] Group 1: Talent Cooperation Initiatives - The "Bay Area Talent Pass" will facilitate cross-border talent mobility with a focus on policy recognition, mutual recommendations, service connectivity, and resource sharing [2] - The "Qianhai Youth Employment Program" and "Qianhai Youth Internship Program" will create 1,000 job positions and 800 internship positions annually for Hong Kong and Macau youth, covering key sectors such as finance and technology [2] - Over 11,000 Hong Kong enterprises and more than 10,000 Hong Kong talents are currently developing in Qianhai, marking a new phase of symbiotic growth between Shenzhen and Hong Kong [4] Group 2: Financial and Innovation Support - The "Qianhai FinNet" platform aims to integrate talent, capital, industry, and innovation chains to enhance the efficiency of cross-border investment and financing in the tech sector [3] - The establishment of the "Shenzhen-Hong Kong Human Resources Alliance" will facilitate deeper exchanges and standardization, assisting Hong Kong companies in setting up R&D centers in Qianhai [3] - A roundtable forum titled "Deep Hong Kong Collaboration: Four Chains Driving" was held to discuss the integration of industry, innovation, capital, and talent chains [3] Group 3: Future Development Goals - Qianhai plans to further advance cooperation with Hong Kong, building a talent development ecosystem characterized by rule alignment, resource connectivity, and shared opportunities [4]

以下文章来源于e公司 ，作者证券时报 赵黎昀 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 2月2日晚间，多家上市公司披露回购进展。 美的集团（000333）曾公告，拟以集中竞价交易方式回购公司部分已发行的A股股份，用于实施股权激励计划及/或员工持股计划，回购价格为不超 过100元/股，回购金额为不超过30亿元且不低于15亿元，实施期限为自董事会审议通过回购股份方案之日起12个月内。 2月2日晚间，该公司披露的回购进展显示，截至2026年1月31日，公司通过回购专用证券账户，以集中竞价交易方式累计回购公司A股股份数量为 2694.37万股，占公司目前总股本的0.3545%，最高成交价为80.44元/股，最低成交价为69.5元/股，支付的总金额为19.98亿元（不含交易费用），本 次回购符合相关法律法规的要求，符合公司既定的回购方案。 同样，顺丰控股（002352）曾公告了2025年第1期A股回购股份方案，此后公司于2 ...

证券之星消息，截至2026年2月2日收盘，嘉诚国际(603535)报收于9.89元，下跌0.7%，换手率0.84%， 成交量4.3万手，成交额4286.22万元。 2月2日的资金流向数据方面，主力资金净流入80.04万元，占总成交额1.87%，游资资金净流出155.64万 元，占总成交额3.63%，散户资金净流入75.6万元，占总成交额1.76%。 近5日资金流向一览见下表： 该股主要指标及行业内排名如下： | 指标 | 嘉诚国际 | 物流行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 50.53亿元 | 163.1亿元 | 30 55 | | 净资产 | 27.53亿元 | 135.78亿元 | 33 55 | | 净利润 | 1.49亿元 | 7.01亿元 | 28 55 | | 市盈率(动) | 25.48 | 19.42 | 26 55 | | 市净率 | 1.92 | 2.75 | 31 55 | | 毛利率 | 32.56% | 14.16% | 5 55 | | 净利率 | 15.81% | 5.02% | 6 55 | | ROE | 5.54% ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇2月2日丨顺丰控股(002352.SZ)公布，公司自2025年9月3日起开始实施回购。截至2026年1月31 日，公司通过股份回购专用证券账户以集中竞价方式回购公司A股股份48,288,689股，回购总金额约为 人民币1,899,838,310.76元（不含交易费用），回购股数占公司目前总股本0.96%，平均成交价为人民币 39.34元/股（最高成交价为人民币42.23元/股，最低成交价为人民币37.07元/股）。 ...

智通财经APP讯，顺丰控股(002352.SZ)公告，公司截至2026年1月31日通过股份回购专用证券账户以集 中竞价方式回购公司A股股份4828.87万股，回购总金额约为19亿元(不含交易费用)，回购股数占公司目 前总股本0.96%。 ...

证券之星消息，2月2日物流板块较上一交易日下跌2.2%，厦门象屿领跌。当日上证指数报收于4015.75， 下跌2.48%。深证成指报收于13824.35，下跌2.69%。物流板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603117 | 万林物流 | 5.34 | 10.10% | 19.47万 | | 1.03亿 | | 002930 | 宏川智慧 | 12.04 | 2.29% | 26.42万 | | 3.21亿 | | 300240 | 飞力达 | 7.95 | 0.25% | 22.22万 | | 1.80亿 | | 002769 | 普路通 | 11.90 | 0.17% | - 13.71万 | | 1.65亿 | | 002800 | 天顺股份 | 16.62 | -0.12% | 5.98万 | | 1.02亿 | | 300873 | 海晨股份 | 24.02 | -0.17% | 4.66万 | | 1.14亿 | | 002352 ...

Core Viewpoint - The Shanghai Municipal Political Consultative Conference emphasizes the continuous optimization and upgrading of the industrial system, focusing on the three leading industries: integrated circuits, biomedicine, and artificial intelligence, to drive traditional industries' transformation and upgrade [1][3]. Group 1: Industry Development - The three leading industries in Shanghai are expected to show significant performance by 2025, with manufacturing output projected to grow by 9.6%, including a 15.1% increase in integrated circuits and a 13.6% increase in artificial intelligence [4]. - The biomedicine sector is shifting focus towards innovative drugs and medical devices, with a historical high in the licensing-out of innovative drugs, indicating a strong potential for international market expansion [4][5]. Group 2: Talent and Financial Support - Attracting high-quality talent is crucial for the three leading industries, which are capital and talent-intensive. Shanghai aims to leverage its advantages to attract top global tech talent, particularly in AI [3]. - Financial support is essential for the development of emerging industries, with suggestions for establishing future industry funds to provide diverse financing services [6]. Group 3: AI and New Technologies - AI, big data, and blockchain are highlighted as key areas of focus, with AI's rapid development creating opportunities for traditional industries to transform and upgrade [7]. - The need for standardized systems in GPU and software development is emphasized, along with the importance of ensuring data security and compliance in AI applications through blockchain technology [8]. Group 4: Strategic Recommendations - A multi-layered approach is recommended for building a modern industrial system, focusing on accelerating mature sectors, nurturing growth sectors, and precisely identifying and rapidly deploying in frontier sectors [6]. - The integration of blockchain with AI is suggested to enhance data security and create new market opportunities, particularly in data processing services and compliance auditing tools [8].

Core Viewpoint - Pacific Securities research report indicates that Zhonggu Logistics primarily provides container logistics services, integrating national railway and highway resources to form a "road, rail, and water" three-dimensional logistics network, establishing a multimodal transport logistics system centered on waterway transportation [1] Group 1: Business Overview - The company is actively extending its services at both ends of container cargo transportation, offering full logistics services through various means including road, rail, and logistics parks [1] - The services can be specifically divided into port-to-port services and multimodal transport services [1] Group 2: Financial Performance - By the first half of 2025, the revenue from multimodal transport services is expected to account for 51.4% of total revenue [1] - The weighted average total capacity is projected to be 3.29 million deadweight tons, with a weighted average self-owned capacity ratio of 74.7% [1] - The self-owned capacity ratio has been increasing by 1-2 percentage points annually for three consecutive years, while the leased capacity has been gradually decreasing [1] Group 3: Future Outlook - In 2025, the company plans to seize the opportunity of rising foreign trade freight rates by providing capacity to foreign trade merchants, which is expected to lead to a significant increase in gross profit margin year-on-year [1] - In January 2026, the company decided to invest in the construction of 4+2 vessels of 6,000 TEU container ships, which is viewed positively as it is likely to establish future performance growth space [1] - The company maintains a "buy" rating based on these developments [1]

【东盟专线】拓东南亚市场 2025年宁夏"一单制"出海货物148.7万吨 中新社银川2月2日电 (记者 杨迪)记者2日从银川铁路物流中心获悉，2025年该中心累计完成"一单制"货 物发运量达148.7万吨，货物以本地及周边地区的化工品为主，通过稳定的国际物流通道，发往泰国、 新加坡等东南亚市场。 多式联运"一单制"是指通过一份运单整合铁路、公路、水路等运输方式的物流模式，可简化客户办理流 程，实现"一次委托、一单到底、全程负责"。 近年来，银川铁路物流中心发挥西北地区交通枢纽的区位优势，大力推进多式联运创新实践，支撑区域 特色产业"走出去"，并强化宁夏与共建"一带一路"国家(地区)的经贸联系。 来源：中国新闻网 编辑：熊思怡 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 同时，银川铁路物流中心针对蛋氨酸、耐火砖等宁夏具有生产优势或过境潜力的高附加值货物，量身定 制国际物流方案。凭借日益完善的国际铁路联运网络，这些货物得以 ...

2026 年 01 月 31 日 公司点评 增持/维持 中谷物流(603565) 目标价: 昨收盘:10.23 中谷物流，2025Q3 点评，利润稳健增长，运力继续扩张 分红政策，公司 24 年度派发现金股息约 16.59 亿人民币，约占当年 度净利润比例的 90.4%。年度内 1 次分红，每股约 0.79 元（含税）;若 以 24 年报披露日 A 股的股价计算，1 次分红累计股息率约 8.5%。25 年 中期已派发股息约 9.03 亿。 ■ 点评 ◼ 走势比较 (10%) 2% 14% 26% 38% 50% 25/2/5 25/4/17 25/6/27 25/9/6 25/11/16 26/1/26 中谷物流 沪深300 ◼ 股票数据 总股本/流通(亿股) 21/21 总市值/流通(亿元) 214.84/214.84 12 个月内最高/最低价 (元) 11.69/8.61 证券分析师：程志峰 电话：010-88321701 E-MAIL：chengzf@tpyzq.com 分析师登记编号：S1190513090001 ■ 事件 26 年初，中谷物流披露造船计划。回顾 25 年前三个季度，累计实 现营业总收 ...