美国《进步主义周刊》报道称，积极发展光伏产业已成为古巴长期国家战略。由于石油进口波动，古巴 希望未来减少对石油进口的依赖。该国制定了雄心勃勃的可再生能源计划，目标是在2030年将可再生能 源发电占比提高至30%，从而大幅增强国民经济韧性。不过目前古巴发电仍主要依赖故障频发的燃煤电 厂，本土生产的重油仅能满足约四成的能源消费，新建光伏项目也无法覆盖全部用电需求，因此古巴的 燃料供应依然高度依赖进口。 古巴国家主席迪亚斯-卡内尔上周在记者会上表示，古巴将积极发展光伏发电，通过可再生能源满足医 院、养老院和偏远地区的用电需求。古巴光伏发电近两年在中国帮助下快速发展，目前光伏发电装机容 量已达1000兆瓦，占日间发电量的38%。 【环球时报特约记者 甄翔】针对美国切断石油供应造成的燃料短缺，古巴政府上周五宣布了一系列紧 急应对措施。古巴副总理弗拉加发表电视讲话称，政府采取措施的首要目的是"保障国家生存，确保提 供基本服务，同时不放弃发展"。 古巴自1962年以来一直遭受美国的经济封锁。美国政府今年初开始切断对古巴的石油供应，除中断此前 古巴最大石油来源国委内瑞拉的供应外，还施压墨西哥停止供油。有外媒报道称，一艘从非洲 ...

Core Insights - In 2025, Qiannan Prefecture aims to enhance high-quality development by focusing on key areas and implementing deep reform actions, with a projected GDP exceeding 200 billion yuan [1] Group 1: Reform Mechanisms and Implementation - A comprehensive "one chess game" promotion mechanism was established, with six deep reform committee meetings held throughout the year, planning and implementing 45 key reform tasks and approving 26 major reform plans [1] - A "list management, dynamic tracking, and closed-loop implementation" mechanism was created to ensure the execution of 55 tasks from the Party Committee and 45 annual key points [1] Group 2: Resource and Environmental Optimization - The province is advancing mineral resource allocation reforms, with a focus on "rich mines and precise mining," resulting in an additional 500 million tons of phosphate resource reserves and the activation of 34 mining rights [2] - The modern logistics system is being rapidly constructed, with the establishment of a logistics information and network freight platform and the opening of Wengan Port's cloud-based port area [2] Group 3: High-Quality Development and Innovation - The technology innovation system is being continuously improved, with seven new provincial-level technology innovation platforms and 55 projects for technological breakthroughs and results transformation [3] - The agricultural mechanization rate for major crops reached 61%, and the processing and transformation rate of agricultural products reached 66% [3] Group 4: Social Welfare and Employment - The employment support system has been strengthened, with the implementation of six high-quality employment actions, resulting in the addition of 61,200 urban jobs [4] - The healthcare service quality has improved, with 18 tightly-knit county medical communities established, achieving full coverage across counties and cities [4] - The rural revitalization efforts are being advanced, with measures introduced to support families facing housing difficulties due to relocation [4]

Investment Rating - The report maintains a "Hold" rating for the education industry [1] Core Insights - The education industry is experiencing a "three-dimensional resonance" with policy improvements, supply clearing, and demand release, shifting the investment logic from policy-driven to performance-driven. The industry is expected to benefit from a "Davis Double Play" in terms of performance and valuation under policy support [7][25] - The integration of AI in education is highlighted as a key investment theme, with leading education companies likely to benefit from the "AI + Education" trend [7][25] Summary by Sections 1. Education Industry Policy Dynamics - The "National Reading Promotion Regulation" was implemented on February 1, 2026, aimed at enhancing reading quality and promoting digital reading [10][12] - The "2026 China Automation and AI Science Popularization Conference" was held, emphasizing the integration of AI in education [10][12] - Beijing's guidelines for enhancing "AI +" training for officials were issued, focusing on practical training in AI technologies [10][12] - The Jiangsu Provincial Education Department announced plans to establish several new specialized colleges [10][12] - A national meeting on basic education reform was held, discussing the improvement of examination quality and diversified admission reforms [10][12] 2. Education Stock Dynamics - Action Education repurchased 114,500 shares, accounting for 0.096% of its total shares, at prices between 41.54 and 44.94 CNY [13] - Major shareholders of Xueda Education plan to reduce their holdings by up to 60,930 shares [13] - Angli Education announced a plan to reduce its repurchased shares, which currently account for 3.09% of its total shares [13] - Huatu Shanding received regulatory warnings for non-compliance in financial disclosures [13] 3. Education Index and Stock Performance - The education sector outperformed the CSI 300 index, with a decline of 0.83% compared to the CSI 300's decline of 1.33% [14] - The best-performing sub-sector was higher and vocational education, which rose by 1.56% [16] - The top three performing stocks in the education sector were ST Kaiyuan (+22.32%), Quanta Education (+3.42%), and Angli Education (+3.09%) [18] 4. Investment Recommendations - The report suggests focusing on three main investment themes: 1. "AI + Education" with Kevin Education and Kede Education as potential leaders 2. Performance and valuation resonance with Action Education, Xueda Education, and Angli Education showing significant valuation advantages 3. Second growth curve opportunities with Botong Co. actively seeking new growth avenues [25]

民生职业教育正在向其法律顾问就部分裁决徵询法律建议，并保留就仲裁、部分裁决及后续最终裁决所 采取必要和适当措施的所有权利。 于2026年2月6日，HKIAC同日作出部分裁决，该部分裁决裁定被申请人履行SPA的相关条款，并支付因 违反SPA而造成的损害赔偿(如有)，以及其他附带的救济，包括利息。HKIAC的最终裁决将于适当时候 作出。 格隆汇2月8日丨民生教育(01569.HK)公布，内容涉及由香港国际仲裁中心("HKIAC")管理的仲裁，该仲 裁涉及公司附属公司民生职业教育有限公司(「民生职业教育」或「被申请人」)与Leed Education HoldingLimited、National Education Holding Limited及Hyde Education Holding Limited(统称「申请人」) 之间就各方于2018年订立的股份购买协议(「SPA」)项下出售励德国际教育集团有限公司49%股权的选 择权所产生的争议。 ...

Investment Rating - The report maintains a "Hold" rating for the education industry [1] Core Insights - The education industry is experiencing a "three-dimensional resonance" with policy improvements, supply clearing, and demand release, shifting the investment logic from policy-driven to performance-driven. The industry is expected to benefit from a "Davis Double Play" in terms of performance and valuation under policy support [7][25] - The integration of AI in education is highlighted as a key investment theme, with leading education companies likely to benefit from the "AI + Education" trend [7][25] Summary by Sections 1. Education Industry Policy Dynamics - The "National Reading Promotion Regulations" came into effect on February 1, 2026, aimed at enhancing reading quality and promoting digital reading [10][12] - The "2026 China Automation and AI Science Popularization Conference" was held, emphasizing the integration of AI in education and the need for specialized training for educators [10][12] - The Beijing Municipal Government issued guidelines to strengthen AI-related training for civil servants [10][12] - The Jiangsu Provincial Education Department announced plans to establish several new specialized colleges [10][12] - A national meeting on basic education reform was held, focusing on improving examination quality and encouraging diverse admission reforms [10][12] 2. Education Stock Dynamics - Action Education repurchased 114,500 shares, accounting for 0.096% of its total share capital, with a total expenditure of approximately RMB 4.8 million [13] - Major shareholders of Xueda Education plan to reduce their holdings by up to 60,930 shares [13] - Angli Education has a share repurchase plan in place, with no shares yet repurchased [13] - Huatu Shanding received regulatory warnings for non-compliance in financial disclosures [13] 3. Education Index and Stock Performance - The education sector outperformed the CSI 300 index, with a decline of 0.83% compared to the CSI 300's decline of 1.33% [14] - The best-performing sub-sector was higher and vocational education, which rose by 1.56% [16] - The top three performing stocks in the education sector were ST Kaiyuan (+22.32%), Quanta Education (+3.42%), and Angli Education (+3.09%) [18] 4. Investment Recommendations - The report recommends focusing on three main investment themes: 1. "AI + Education" with Kevin Education and Kede Education as potential leaders 2. Performance and valuation resonance with Action Education, Xueda Education, and Angli Education showing significant valuation advantages 3. Second growth curve opportunities with Botong Co. actively seeking new growth avenues [25]

转自：三亚发布 根据投资计划 2026年海南共安排 省重大项目470个、预备项目160个 覆盖基础设施建设、产业发展 民生保障和生态环境保护等关键领域 海南省2026年重大项目投资计划表 | 18 | 无忧·海棠序 | 150000.00 | | --- | --- | --- | | 19 | 中戊三亚湾 | 62000.00 | | 20 | 三亚育才榴莲现代产业园项目 | 76000.00 | | 21 | 三亚崖州湾科技城南海资源保护 | 165463.00 | | | 开发与利用产业创新平台 | | | 22 | 三亚市崖州区"红岩队-抱古村" | 278200.00 | | | -- 矿区建筑用石料矿项目 | | | 23 | 三亚生态建材产业园项目 | 68000.00 | | 24 | 中国电信海南（三亚）国际 | 166772.00 | | | 信息园 | | | 25 | 三亚崖州绿色环保低碳建材产业 | 36965.00 | | | 冠项目 | | | | 国家能源集团三亚东天然气发电 | | | 26 | 项目（暨与西门子能源共建F型燃 | 250000.00 | | | 机万标方级绿 ...

Core Viewpoint - The "15th Five-Year Plan" of Guangxi Zhuang Autonomous Region outlines key development strategies focusing on artificial intelligence, industrial growth, open cooperation, technological innovation, and domestic demand expansion for the next five years [1][3][4]. Group 1: Artificial Intelligence Development - During the "14th Five-Year" period, Guangxi established a framework for artificial intelligence, leading to over 200 new "AI+" projects signed by 2025, with the core output in the AI sector exceeding 89 billion yuan [3]. - The "15th Five-Year" period aims to position Guangxi as a hub for AI cooperation with ASEAN, establishing a national AI application cooperation center and promoting AI across various industries to enhance economic growth [3][4]. Group 2: Industrial Growth - Guangxi's industrial output value grew at an average annual rate of 7.0% during the "14th Five-Year" period, surpassing the national average, and established ten industrial clusters with contributions from emerging industries exceeding 50% [3][4]. - The "15th Five-Year" strategy focuses on strengthening industrial capabilities, particularly through AI, to develop ten modern pillar industries and enhance the overall industrial system [4]. Group 3: Trade and Investment - The plan emphasizes innovative development in foreign trade and investment, aligning with the Ministry of Commerce's initiatives to enhance exports, consumption, and foreign investment [6]. - Guangxi will implement actions to support cross-border e-commerce and border trade, aiming to tap into the potential of the consumer market and improve the quality of foreign investment [6]. Group 4: Technological Innovation - During the "14th Five-Year" period, Guangxi achieved breakthroughs in 356 major technologies and developed over 800 new industrial products, with new industries contributing over 50% to industrial growth [8]. - The "15th Five-Year" plan aims to deepen the integration of technological and industrial innovation, focusing on overcoming key technologies and enhancing AI's role across various sectors [8]. Group 5: Education Modernization - Guangxi prioritizes education, allocating 20% of its budget to this sector, with plans to develop a high-quality education system by 2030 [8]. - The region will implement significant projects to improve higher education quality and promote AI talent development, particularly in collaboration with ASEAN [8].

Group 1: Economic Growth and Development - Gansu's GDP reached 1.36975 trillion yuan, an increase of 437.44 billion yuan or 33.6% compared to the end of the 13th Five-Year Plan [4] - The economic growth rate has been above the national average for 16 consecutive quarters since 2022 [4] - Gansu aims to significantly enhance high-quality development, technological innovation, and social civilization during the 14th Five-Year Plan [4] Group 2: Tourism and Cultural Heritage - Gansu received 1.752 billion tourists during the 14th Five-Year Plan, with tourism spending reaching 1.27 trillion yuan, marking increases of 32.9% and 41.6% respectively [12] - The "Night Tour of the Yellow River" project attracted 1.5 million visitors over three years, showcasing Gansu's tourism potential [12] - The Dunhuang Academy has implemented non-contact detection technology for cultural relics, setting new international standards for ancient mural protection [9] Group 3: Agricultural and Rural Development - The area of cultivated sand onion in Minqin County reached 15,000 acres, with an annual output of 51,000 tons and a total output value exceeding 200 million yuan [16] - Gansu has established nine national-level advantageous characteristic industrial clusters and 12 modern agricultural industrial parks during the 14th Five-Year Plan [19] - The average income of farmers in Yuangu Village exceeded 21,500 yuan, with collective economic income surpassing 1.2 million yuan [18] Group 4: Social Welfare and Elderly Care - Gansu has built 8,620 elderly care institutions with 111,000 beds, increasing the proportion of nursing beds from 45% to 62.5% [26] - The province invested 15.5 billion yuan in the construction of 520 comprehensive elderly care service centers and 900 mutual happiness homes [22] - A new elderly care service information network platform has been established, enhancing service accessibility for over 12,900 registered elderly individuals [23] Group 5: Education and Youth Development - Gansu has implemented the "County Middle School Revitalization" project, improving educational resources and reducing the number of students leaving the county for schooling [26] - The province aims to support 10,000 unemployed college graduates to work in grassroots positions by 2026 [21] - The "Increase in Educational Capacity" project added 131,000 urban compulsory education places [26] Group 6: Future Goals and Strategic Vision - Gansu's 15th Five-Year Plan targets an average annual GDP growth of over 5% and aims to create four national advanced manufacturing clusters [27] - The province plans to enhance the quality of life and promote common prosperity for all residents [27] - Gansu is positioned to leverage national strategies and policies to accelerate its development and improve its economic standing [27]

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 ...