人民网上海2月7日电 (记者葛俊俊)2月7日上午，上海市人民政府举行记者会，上海市商务委主任申卫华 出席并回答记者提问。 上海将采取哪些更有针对性的稳外资举措？针对这一提问，申卫华表示，上海历来是外商投资中国的重 要目的地也是首选地，外资在全市经济社会发展中具有重要地位和作用。 近年来，上海利用外资有以下几个特点： 一是规模稳。2025年，全市实际使用外资达到160.6亿美元，总量占全国比重上升，达到了15.3%，规模 在全国各省市中排到第二位。 二是质量优。"十四五"期间上海高技术产业实际使用外资占比达到33%，较"十三五"提高了10个百分 点。同样体现外资质量的地区总部持续上升，截止去年底，累计认定跨国公司地区总部、外资研发中心 1076家、636家。 三是动能足。2025年，全市新设外资企业达到6300家，新设外资企业家数是增长的，增长了6.8%；合 同外资根据统计是180亿美元，增长了近20%，充分说明在当前环境形势下，上海仍是外商投资的首选 地，是跨国公司全球产业链和供应链布局的首选地之一。 申卫华表示，下一步，将全力做好稳外资的各项工作，着力塑造吸引外资新优势，推动外资稳量提质。 一是扩大高水平对 ...

2月7日，上海市人民政府主题记者会在上海世博中心举行，市发展改革委、市经济信息化委、市商务 委、市科委、市民政局、市人力资源和社会保障局负责人出席，回答中外记者关心的问题。 联合早报记者提问，稳外资已经连续两年被列为上海市政府的首要工作目标，但从数据上看，上海过去 两年实际使用外资规模仍未止跌，如何解读这一变化？在当前外部环境持续变化背景下，上海将采取哪 些更具针对性的稳外资举措？ 上海市商务委主任申卫华表示，上海历来是外商投资中国的重要目的地，新加坡也是上海重要的利用外 资的来源国之一，外资在全市经济社会发展中具有重要地位和作用。近年来，上海坚持扩大开放不动 摇，优化营商环境不停步，紧抓投资促进不放松，进一步促进外资提质增效。上海利用外资具有以下特 征: 一是规模稳，2025年，全市实际使用外资达到160.6亿美元，降幅收窄到个位数，总量占全国比重提升 到15.3%，规模位居全国第二。 二是质量优。"十四五"期间上海高技术产业实际使用外资占比升至33%，较"十三五"提高了10个百分 点。同样体现外资质量的地区总部持续上升，到去年底，跨国公司地区总部累计认定1076家，功能型总 部不断集聚；外资研发中心累计认 ...

Core Insights - Shanghai has shown resilience in attracting foreign investment despite global economic challenges, with actual foreign investment reaching $16.06 billion, ranking second among Chinese cities and accounting for 15.3% of the national total [1] - The quality of foreign investment in Shanghai is improving, with high-tech industries accounting for 33% of actual foreign investment during the 14th Five-Year Plan, a 10 percentage point increase from the previous plan [1] - The number of regional headquarters and foreign R&D centers in Shanghai has increased, with a total of 1,076 regional headquarters and 636 foreign R&D centers recognized by the end of last year [1] Group 1 - Shanghai aims to stabilize foreign investment by enhancing its business environment and supporting the transformation and upgrading of foreign enterprises [2] - The city plans to align with international trade rules and expand institutional openness, particularly in key sectors such as telecommunications, healthcare, education, and finance [2] - New foreign investment policies will guide investments towards advanced manufacturing, modern services, high-tech, and energy-saving industries [2] Group 2 - Shanghai's foreign trade is projected to exceed 4.5 trillion yuan by 2025, with growth rates in import and export values surpassing national averages [3] - The city will implement new policies to stabilize foreign trade, focusing on maintaining the basic trade framework and boosting confidence among foreign trade enterprises [3] - A new round of foreign investment policies is expected to be launched in the first quarter of this year [3] Group 3 - Shanghai will enhance cross-border trade facilitation by collaborating with customs, foreign exchange, and tax departments to improve processes such as customs clearance and export tax rebates [4] - The city aims to foster new business models in foreign trade, including the development of cross-border e-commerce and optimizing overseas warehouse services [4] - Initiatives will also focus on service trade and digital trade, with plans to establish a national service trade innovation development demonstration zone [4]

Core Viewpoint - The focus of the news is on the development and improvement of public welfare in Dongsheng District, Inner Mongolia, with significant investments in education, healthcare, elderly care, employment, and urban living conditions to enhance the quality of life for residents by 2025 [5][10]. Public Welfare Investment - Dongsheng District plans to allocate 79.6% of its general public budget expenditure towards education, healthcare, elderly care, employment, and livability to respond to public expectations and improve basic public services [5]. Education Development - By 2025, Dongsheng District aims to establish 50 childcare institutions, enhancing the "15-minute" childcare service circle [6]. - The district has been recognized as a "Quality Balanced Development Area" for compulsory education, with plans to build or expand 4 schools, adding 2,880 new student places and attracting 195 excellent teachers [6]. - AI education will cover 47 primary and secondary schools, with a college entrance examination admission rate reaching 84%, a historical high [6]. Elderly Care and Healthcare - Dongsheng District will establish 30 elderly care restaurants and 8 community elderly service stations by 2025, enhancing social interaction and meal accessibility for seniors [7][8]. - The district has passed the national chronic disease comprehensive prevention and control demonstration area assessment, with 12 grassroots medical institutions upgraded to improve healthcare access [8]. Employment and Economic Growth - The district will host 46 recruitment events and implement "10+N" employment service initiatives, aiming for 8,868 new urban jobs in 2025, with 5,667 jobs for key groups [9]. - Skills training programs will be provided for rural laborers and unemployed individuals to enhance employment opportunities [9]. Urban Living Conditions - Dongsheng District will implement 44 old residential area renovation projects and 18 energy-saving renovations, benefiting 7,076 households and covering 773,600 square meters [9]. - The district's property management coverage has reached 81%, ensuring better maintenance of residential areas [9]. Infrastructure and Environmental Improvements - By 2025, the district will complete 4 rural water supply projects, benefiting over 6,800 residents, and enhance green spaces with a green coverage rate of 44.1% [10]. - Smart traffic management upgrades will improve traffic efficiency by 18% at major intersections [10].

2月6日，"活力彭州·预付无忧—安心消费节"在成都彭州百里一·龙兴集启幕。活动通过"政府搭台、行业联动、全民参与"，向广大市民推介了"成 都预付式消费综合服务平台"（以下简称"预付保"）。 记者在现场了解到，该平台由市地方金融管理局牵头，会同相关行业主管部门共同建设推广，运用智慧化手段，创新"差额监管"模式，通过银行 存管、订单投保等方式，积极构建"惠民生、促发展、防风险"的预付消费新生态。这正是成都市委、市政府聚焦民生痛点，开展优化消费环境、 加强预付式消费领域突出问题专项整治的生动实践。 "之前给孩子报班预付学费，总担心机构经营不稳定，现在通过'预付保'付款，我不再担心资金被挪用的问题。而且平台还引进了保险，万一商家真出了问 题，我最高能拿回70%的消费余额赔付。现在消费起来放心多了。"带孩子参加活动的市民表示。这正是"预付保"平台为消费者建立信任机制的核心价值 ——通过技术手段化解预付消费中的资金安全顾虑。 "预付式消费在便利生活的同时，也伴随着资金安全风险、合同陷阱和商家失信等问题，成为近年消费投诉的热点、难点。"成都市保护消费者权益委员会秘 书长康鸿跃表示，"预付保"平台将有效监管企业、商家，保护消 ...

Core Viewpoint - The Hong Kong pharmaceutical sector is experiencing a significant rebound, particularly in innovative drugs, with several companies reporting strong earnings forecasts and positive growth trends [1][8]. Group 1: Innovative Drug Sector - The Hong Kong Stock Connect Innovative Drug ETF (520880) saw a rise of nearly 2% after opening lower, indicating strong investor interest [1][8]. - Innovent Biologics (诺诚健华) led the gains with a rise of over 12%, projecting revenues of 2.37 billion yuan for 2025, a year-on-year increase of approximately 134%, and an expected net profit of around 630 million yuan, marking its first profit [1][8]. - Other companies like Rongchang Biopharmaceutical and CanSino Biologics also reported profitability, with net profit growth exceeding 100% year-on-year [1][8]. Group 2: Medical Sector - The medical sector is also showing positive momentum, with AI healthcare and CXO-related stocks active; Ark Health (方舟健客) led with a 4.71% increase [3][10]. - Ark Health forecasts a profit of 7 to 10 million yuan for 2025, indicating a turnaround from previous losses, and raised approximately 144.3 million HKD to accelerate the development of its AI-driven chronic disease management platform [3][10]. - Among the 10 component stocks of the Hong Kong Stock Connect Medical ETF (159137) that disclosed earnings forecasts, 9 are expected to be profitable, with several companies anticipating net profit growth of over 100% [3][10]. Group 3: Market Trends and Investment Opportunities - Despite the positive earnings outlook, the recent performance of the pharmaceutical sector has diverged from these fundamentals, with the Hong Kong Stock Connect Innovative Drug ETF (520880) experiencing four consecutive weeks of declines [5][12]. - The current market conditions may present a favorable opportunity for accumulation in the Hong Kong pharmaceutical sector, particularly through ETFs, which offer higher efficiency and flexibility [5][12]. - Investors are encouraged to consider the Hong Kong Stock Connect Innovative Drug ETF (520880) and its associated funds for a comprehensive exposure to innovative drug companies, with the top ten holdings accounting for over 73% of the portfolio [6][12].

Core Viewpoint - The Sichuan provincial government is focusing on boosting consumption as a key topic during the "Two Sessions," with specific actions outlined in the 2026 government work report to enhance traditional and new consumption, as well as service consumption [1] Group 1: Consumption Boosting Initiatives - The Sichuan government plans to implement special actions to stimulate consumption and increase urban and rural residents' income [1] - Chengdu aims to deepen its construction as an international consumption center city, with discussions on enhancing consumption scenarios including landmark shopping districts and unique cultural experiences [1] - Chengdu's retail sales of consumer goods exceeded 1 trillion yuan in 2023, making it the sixth city in China to reach this milestone, with a target of 1.1 trillion yuan by 2025 [2] Group 2: Service Consumption Development - The government report emphasizes the need to expand service consumption by tapping into potential areas such as transportation, housekeeping, and online audio-visual services [2] - Chengdu is accelerating the development of service consumption, focusing on integrating cultural, commercial, and tourism experiences, and promoting nighttime economy [2][3] Group 3: Enhancing the Value Chain - Recommendations include enhancing the service consumption value chain by focusing on high-value, experiential services, particularly in healthcare and professional services [3] - The development of "low-altitude economy" is suggested, with plans for low-altitude tourism and drone performances to create new consumption scenarios [3] Group 4: Optimizing Existing Commercial Spaces - There is a need to shift from "incremental construction" to "stock optimization" in Chengdu's commercial landscape, addressing the vitality of existing commercial entities [4] - Suggestions include transforming traditional commercial spaces into multi-functional areas that incorporate cultural and social experiences [4] Group 5: Global Consumption Hub - Chengdu is encouraged to transition from "buying globally" to "selling globally," aiming to establish itself as a global hub for consumer goods distribution and innovation [5] - The city should strengthen its role in promoting local products internationally and attract regional headquarters and R&D centers for brands [5][6] Group 6: New Retail Experiences - The promotion of a "front store, back warehouse" retail model is suggested to enhance consumer convenience and create a new benchmark for offline shopping [6] - Recommendations include establishing night markets featuring local cuisine to enrich the nighttime economy and enhance tourism appeal [6]

A F T T - T H - T - "十五五"规划建议围绕"大力提振消费",提出了"深 实施提振消费专项行动""扩大优质消费品和服务供给 "推动商品消费扩容升级"等一系列重大举措。中央乡 济工作会议也把提振消费作为建设强大国内市场的j 要内容作出部署。 提振消费怎么做? 提振消费,(供需适配是 什么是供需适配? 供需适配是供给和需求的"双向奔赴", 使生产供给端提供的产品和服务能够精 准匹配消费者的需求,并能够通过产品 和服务创新引领需求、创造需求。 传统商品: 近年来,我国产业前 水平显著提升,几乎 有领域能够提供充裕 统商品。 新产品新服务涌现 与此同时,在新一轮科技革 命和产业变革的强劲推动 下,生产供给端的创新创造 能力大幅度提升 供给能力越强 增强供给与需求的 电动艺节艺书记 电印 | 消费者的选择就越多 如何推动供需适配? 供需适配要准确把握当 前消费新特征。 商品+服务江 我国正处在消费结构快速升 段,文旅、医疗、康养等肌 费领域 8 需求全面积 服务性消费支出占居民人均消费 支出的比重从2013年的39.7% 提高到2025年的46.1%。 E 消费从满足基本生活需求 2 逐步转向追求品质 ...

2月6日上午，卓正医疗、大族数控在港交所敲钟上市，标志着深圳上市公司数量正式突破600家。其 中，境内上市公司426家，境外上市公司174家。截至2026年1月末，深圳上市公司总市值超过19万亿 元，稳居全国大中城市第二位。 上市公司数量与质量的比拼，本质是城市创新动能与金融生态的较量。深圳600家上市公司的跨越，不 仅是数字的突破，更是"科技-产业-金融"高效循环的生动实践，为国内城市发展提供了宝贵样本。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 与京沪相比，深圳的600家上市公司更具"民营底色"与"制造基因"。境内上市公司在"十四五"期间增长 超35%，北芯生命、大普微等"首单"企业，以及影石创新、卧安机器人等细分赛道龙头，共同勾勒出深 圳产业"既高又新"的图景。 境外上市同样捷报频传。近三年新增38家，港股市场表现尤为亮眼，27家新增港股企业首发募集资金总 额达295.73亿港元；超七成企业上市首日股价上涨，平均首日涨幅达26.22%。港股再融资表现强劲， 2025年再融资总额达554.66亿港元，同比大幅增长4710.58%，其中比亚迪单家再融资额超435.09亿港 元，占比超78 ...

Market Overview - The Hong Kong stock market opened lower today, with the Hang Seng Index starting at 26,354.34 points, down 530.90 points, a decline of 1.97% [1] - The Hang Seng Tech Index opened at 5,275.12 points, decreasing by 131.01 points, a drop of 2.42% [2] New Listings - Three new stocks were listed today, with Muyuan Foods (HK02714) slightly opening lower but rising nearly 2%, Dazhong CNC (HK03200) opening over 10% higher, and Zhuozheng Medical (HK02677) opening over 35% higher, later peaking at over 40% [4] Company Performance - NIO Inc. (HK09866) saw its stock rise over 6% after announcing an earnings forecast, expecting adjusted operating profit of approximately 700 million to 1.2 billion yuan for Q4 2025, marking the first time the company anticipates quarterly adjusted operating profit in its 11-year history [4] Sector Performance - The technology sector experienced widespread declines, with Baidu Group falling over 4%, and Kuaishou and Alibaba both dropping over 3% [6] - Gold stocks also faced declines, with Zijin Mining falling over 5%, and semiconductor stocks weakened, with Huahong Semiconductor down over 3% [6] Market Outlook - Analysts believe the recent adjustments in the Hong Kong market are primarily technical corrections rather than a trend reversal, attributing the decline to overly optimistic market sentiment and external factors such as liquidity concerns from the U.S. Federal Reserve's chair nomination [7] - Mid-term support for the market is expected from low valuations and continued inflow of southbound capital [7] - A notable shift in capital is observed, moving from recently high-performing tech stocks to more defensive sectors like consumer and dividend stocks, which are favored for their lower valuations and stable performance [7]