证券代码：002495 证券简称：佳隆股份 公告编号：2026-006 广东佳隆食品股份有限公司 第八届董事会第十八次会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 广东佳隆食品股份有限公司（以下简称"公司"）第八届董事会第十八次会议通知已于2026年1月30日以 专人送达、电子邮件或传真等方式送达全体董事。2026年2月10日，会议如期在公司会议室召开，会议 由董事长林平涛先生主持，会议应到董事5人，实到董事5人，公司高级管理人员列席了会议。会议的召 集、召开符合有关法律、法规和《公司章程》的规定。 登录新浪财经APP 搜索【信披】查看更多考评等级 二、董事会会议审议情况 （一）以5票同意，0票反对，0票弃权的表决结果审议通过了《关于修订〈公司章程〉的议案》。 根据《公司法》《上市公司章程指引》等法律法规及规范性文件，结合公司实际情况，公司拟对《公司 章程》相关条款进行修订，核心内容为董事会新增设立1名职工代表董事，并进一步完善其选举产生程 序，以健全公司治理结构。公司董事会提请股东会授权公司管理层或其授权代表办理《公司章程》 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 青岛英派斯健康科技股份有限公司 关于控股股东增持公司股份计划实施完成的公告 控股股东海南江恒实业投资有限公司保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1．青岛英派斯健康科技股份有限公司（以下简称"公司"）于2025年12月10日披露了《关于控股股东增 持公司股份计划暨获得增持专项贷款承诺函的公告》（公告编号：2025-049，以下简称"增持计划"）， 公司控股股东海南江恒实业投资有限公司（以下简称"海南江恒"）拟自增持计划披露之日起6个月内 （即2025年12月10日至2026年6月9日），以银行专项贷款和自有（自筹）资金，通过集中竞价、大宗交 易的方式增持公司股份。增持股份金额不低于人民币6,000万元，不高于人民币12,000万元。 2．截至本公告披露日，本次增持计划已实施完成。自2025年12月17日至2026年2月10日期间，海南江恒 通过深圳证券交易所交易系统以集中竞价方式增持公司股份2,776,700股，占公司总股本的比例为 1 ...

TPG 2026 Conference Summary Company Overview - **Company**: TPG (NasdaqGS: TPG) - **Founded**: 1992, with roots in managing the Bass family office - **Public Listing**: Went public in 2022 - **Assets Under Management (AUM)**: Approximately $290 billion [4][6] Key Financial Highlights - **4Q 2025 Earnings**: Announced on February 10, 2026, with proactive communication to address market concerns [5] - **Capital Raised**: $51 billion in 2025, a 70% increase from $30 billion in 2024 [7][16] - **Investment Deployment**: Over $50 billion deployed in 2025 [7] - **Fee-Related Revenue (FRR)**: Grew to $2.1 billion; Free Cash Flow (FRE) increased to approximately $950 million from over $300 million at IPO [8] - **FRE Margin**: Expected to expand from 45% to 47% in 2026, with an 800 basis point increase since IPO [18] Growth Strategy - **Diversification of AUM**: Shift from 80% private equity at IPO to 50% currently, with growth in other asset classes such as private credit and real estate [10][11] - **Horizontal and Vertical Growth**: Focus on expanding existing businesses and entering new asset classes, including GP-Led Secondaries and hybrid solutions [12][13] - **Strategic Priorities for 2026**: Complete existing fundraises, scale new businesses, and expand private wealth and insurance channels [14][15] Fundraising Insights - **Product Diversification**: In 2025, TPG was in the market for about 25 products, expected to increase to 35 in 2026 [19] - **Credit Business**: Raised over $20 billion for credit businesses in 2025, with expectations for robust fundraising in 2026 [20] - **Real Estate Business**: Anticipated growth with at least four different real estate funds in 2026, supported by strong early dialogues with Limited Partners (LPs) [20] Realizations and Market Conditions - **Realization Strategy**: Averaged $25 billion in realizations annually over the past five years, with expectations for a pickup in 2026 due to stabilizing market conditions [21][22] Insurance Business Development - **Partnership with Jackson Financial**: Established a long-term investment management agreement, focusing on direct lending and investment-grade asset-backed finance [23][26] - **Expansion of Insurance Relationships**: Leveraging Angelo Gordon's capabilities to enhance offerings for insurance clients [24] Private Wealth Channel - **TPOP Launch**: Successfully raised about $1.5 billion since its launch, with plans to expand distribution partnerships [30][31] - **Future Products**: Introduction of a multi-strategy private credit interval fund and a non-traded REIT to broaden offerings [32] Credit Quality and Management - **Direct Lending Focus**: Twin Brook's direct lending strategy targets companies with $0-$25 million EBITDA, maintaining lower leverage levels [39] - **Credit Quality Assurance**: High credit quality with low pick rates, active management of risks associated with portfolio companies [40] Conclusion - TPG is positioned for continued growth through diversification, strategic partnerships, and a focus on expanding its asset management capabilities across various sectors, including private equity, credit, and real estate. The company aims to leverage its strong fundraising capabilities and enhance its offerings in the insurance and private wealth channels.

Victory Capital Conference Call Summary Company Overview - **Company**: Victory Capital (NasdaqGS: VCTR) - **AUM**: Ended 2025 with $317 billion in Assets Under Management (AUM) [2][7] Key Drivers and Strategies 1. **Amundi Pioneer Acquisition Integration**: - 90% of planned $110 million in net expense synergies completed, with $97 million achieved [7][8] - Focus on completing integration and enhancing distribution platform [7][8] 2. **Distribution Platform Development**: - Expansion of international distribution channels, with positive net flows since acquiring Pioneer [8][9] - Launched five UCITS, including three legacy Victory products, and started selling U.S.-listed ETFs [8][33] 3. **M&A Activity**: - Actively pursuing acquisitions, targeting firms with AUM between $50 billion and $200 billion [9][12] - Emphasis on acquiring sizable platforms similar to the Pioneer acquisition [9][12] Market Sentiment and Challenges 1. **Industry Sentiment**: - Smaller asset managers face challenges in maintaining independence due to distribution and operational costs [22][24] - Increasing trend of firms considering acquisitions or being acquired [26] 2. **Client Segmentation**: - Focus on growing in retirement, insurance, and RIA channels [29][30] - International markets, particularly Asia and Europe, seen as significant growth opportunities [56][58] Product Development and Performance Metrics 1. **Investment Performance**: - Monitoring investment performance as a key metric for success post-acquisition [37] - Positive net flows and strong product demand since Pioneer acquisition [38] 2. **Growth Areas**: - Strong growth anticipated in VictoryShares (ETF business) and fixed income products [41][42] - Development of model portfolios and tax-efficient products planned for 2026 [65][70] Financial Performance and Projections 1. **Margins**: - Current margin guidance at 49%, with recent quarters exceeding 52% [73] - Focus on scalable technology to maintain margins [74] 2. **AUM Growth Target**: - Long-term goal of reaching $1 trillion in AUM, primarily through M&A [75][77] - Expectation of low single-digit organic growth alongside larger acquisitions [77] Capital Allocation Strategy 1. **Prioritization of Acquisitions**: - Primary use of capital will be for acquisitions, followed by stock buybacks [89][92] - Commitment to maintaining and increasing dividends [92] Future Outlook 1. **Industry Trends**: - Anticipation of consolidation within the asset management industry, with larger firms likely to succeed [94][95] - Importance of operational efficiency and technological investment highlighted for future competitiveness [96] 2. **Market Positioning**: - Victory Capital aims to be a trillion-dollar manager with a diverse product offering, including public markets, private markets, and international products [80][81]

Summary of SLM (Sallie Mae) Conference Call Company Overview - **Company**: Sallie Mae (SLM) - **Industry**: Private Student Lending - **Conference Date**: February 10, 2026 Key Points Business Transformation and Strategy - Sallie Mae is undergoing a transformation in its business model, focusing on expanding its reach in the private student lending market due to federal reforms in student lending [4][5] - The company has initiated strategic partnerships, starting with KKR, to enhance its funding capabilities and capitalize on acquisition opportunities [4][5] Financial Guidance - For 2026, Sallie Mae expects private loan originations to grow by 12%-14% year-over-year, with a significant contribution from Grad PLUS loans [6][12] - The Grad PLUS opportunity is estimated to be a $5 billion market, with initial scaling expected to be $2.5 billion in the first year [7][10][11] Loan Portfolio Management - The loan portfolio is expected to remain flat to slightly down in the near term, with a gradual return to growth projected at 1%-2% annually [14][16] - The company is balancing traditional loan growth with new partnerships, which will allow for a more capital-efficient origination strategy [14][15] Partnerships and Market Position - The KKR partnership is unique as it involves selling newly originated loans before full disbursement, differing from traditional seasoned portfolio sales [18][21] - Sallie Mae's existing relationships with over 2,100 schools provide a competitive advantage in the undergrad space, which is crucial for entering the grad market [32] Competitive Landscape - The competitive intensity in the student lending market remains stable, with existing players signaling intentions to pursue the same opportunities [40] - Sallie Mae anticipates that marketing efforts will be inefficient in the first year as they target new-to-firm customers, but expects to optimize over time [34][41] Credit Performance and Risk Management - The company expects stable credit performance in 2026, with net charge-offs consistent with the previous year [24] - The Grad PLUS cohort is anticipated to have higher credit quality, potentially leading to lower reserve requirements over time [25] Investment and Expenses - Sallie Mae plans to increase investments in product design, technology, and marketing to attract a new consumer profile, with a projected 16% year-over-year increase in expenses [27][30] - Approximately 40% of the expense increase is attributed to strategic investments aimed at enhancing product offerings for the grad market [28] Capital Return and Financial Health - The company has a history of returning capital to shareholders, with a new $500 million share repurchase authorization announced [51] - Sallie Mae maintains a matched book strategy to manage interest rate risks, with expectations of operating within a low to mid 5% net interest margin [52] Employment Trends and Borrower Support - New grad unemployment rates have increased slightly, but Sallie Mae's products are designed to support borrowers during the transition to employment [53][54] - The company has a high cosigner rate of over 90% on new originations, which aids in borrower support and reduces delinquency risks [58][60] Investor Sentiment - Investors generally understand the potential for Sallie Mae's growth and support the company's strategic direction, particularly regarding the Grad PLUS opportunity [66][67] Additional Insights - The company views the current opportunity as a once-in-a-career chance for significant growth in originations, emphasizing the importance of product design and marketing strategies to capture this market [67]

NEW YORK, Feb. 10, 2026 (GLOBE NEWSWIRE) -- Julie & Holleman LLP, a top-tier shareholder rights firm, is investigating the proposed $330 million acquisition of European Wax Center, Inc. (NASDAQ: EWCZ) by private equity firm General Atlantic, the company’s largest shareholder. Julie & Holleman has already uncovered conflicts of interest and believes the $5.80 per share deal price is too low. For a free consultation, please visit https://julieholleman.com/european-wax-center-inc/. You may also contact partner ...

Northern Trust Conference Call Summary Company Overview - **Company**: Northern Trust (NasdaqGS:NTRS) - **Industry**: Asset Management and Wealth Management - **Key Executives**: David Fox (CFO), Michael Hunstad (President of Northern Trust Asset Management) Key Points Asset Management Business - Northern Trust is a significant player in the asset management industry, with **$1.4 trillion** in total assets under management, and **$18 trillion** in assets under custody, placing it in the "trillion-dollar club" of asset managers [2][3] - The company has a diverse asset management portfolio, with **40%** of assets in active management, including a robust alternatives business under the brand **50 South Capital** [3][4] - Northern Trust is recognized as one of the top three tax-advantaged equity firms globally, with a **35-year track record** [4] - The firm has a strong technology stack, leveraging AI and alternative data in its investment strategies, including a **$50 billion** quantitative strategies business [4][17] Growth Strategies - Northern Trust plans to focus on growth areas such as **ETFs**, alternatives, and custom SMAs, with expectations of **double-digit growth** in these segments [9][10] - The company launched **11 new ETFs** in 2025, including innovative products aimed at providing cash flow streams without locking assets [10] - The firm has seen significant fundraising growth in alternatives, increasing by **2.5 times year-over-year** [10] Innovation and Technology - Northern Trust emphasizes the importance of innovation and speed in product launches, having restructured its ETF platform to enhance responsiveness [13][14] - The company has invested in AI capabilities, rolling out tools like **Copilot** for employees to enhance productivity and efficiency [40][41] - AI is being utilized for various applications, including document digitization and client prospecting, with a backlog of **150 use cases** identified [40][41] Financial Performance and Outlook - Northern Trust has set medium-term targets for profitability, aiming for a **33% pre-tax margin** and focusing on a business mix that favors wealth and asset management [28][29] - The company is positioned to benefit from a higher interest rate environment, with strategies in place to manage deposit pricing and asset repricing effectively [30][32] - The firm is cautious about potential risks to net interest income (NII), primarily focusing on business growth and deposit stability [35] Strategic Priorities - The creation of a COO function has centralized best practices and improved operational efficiency, contributing to growth and productivity [20][21] - Northern Trust is focusing on expanding its family office solutions, targeting high-net-worth individuals and replicating successful models in key markets [51][52] - The company is exploring inorganic growth opportunities, particularly in asset management and wealth, while maintaining a disciplined approach to acquisitions [64][65] Tokenization and Market Trends - Northern Trust has launched its first tokenized share class for a treasury-only fund, responding to client demand for more tradable and collateralizable assets [48][49] - The firm is building infrastructure to accommodate tokenized assets, ensuring it remains competitive in the evolving market landscape [50] International Growth - Northern Trust is expanding its presence in Europe and the Middle East, leveraging its asset servicing capabilities for family office clients [59] - The company has established an office in Singapore to capture opportunities in the Asian market, although family office growth there is still developing [60] Conclusion Northern Trust is strategically positioned for growth in the asset management and wealth management sectors, leveraging its strong technology, innovative product offerings, and a focus on high-growth areas. The company is committed to enhancing its operational efficiency and expanding its market presence both domestically and internationally.

Truist Financial 2026 Conference Summary Company Overview - **Company**: Truist Financial (NYSE:TFC) - **Industry**: Banking and Financial Services - **Date of Conference**: February 10, 2026 Key Points Leadership and Structure - **Leadership Journey**: Dontá Wilson, Chief Consumer and Small Banking Officer, shared his 30-year journey from intern to executive, emphasizing his experience in various banking roles, including commercial banking and corporate banking integration [6][10][18] - **Consumer and Small Business Banking Division**: This division serves 14 million clients through 1,900 branches and digital platforms, contributing 52% of the company's revenue with $212 billion in deposits [13][14] Financial Performance - **Deposit Growth**: Truist has achieved 10-year low-cost deposits, with 42% being checking accounts, and represents 43% of the balance sheet in lending [14][15] - **Premier Banking Strategy**: The premier banking segment is a major growth engine, with 60% of the deposit balance sheet from premier clients, yielding 6 times more profitability than mass retail clients [18][19] Digital Transformation - **Digital Engagement**: Truist emphasizes a digital-first approach, with 2.5 million clients signing in digitally daily. The company aims to enhance client experiences through AI-powered tools like Truist Assist and Truist Insights [25][26] - **Client Acquisition**: 40% of new clients come through digital channels, with an average age of 36 and an average income of $80,000, indicating a focus on future premier clients [27] Growth Strategies - **Performance Management**: The company is focused on performance management, accountability, and using real-time dashboards to track progress [22][24] - **Lending Portfolio**: Truist plans to dial up its consumer lending businesses, including Sheffield, Service Finance, and LightStream, which have high return on assets [48][49] Market Insights - **Consumer Behavior**: Observations indicate a K-shaped economy where upper-income consumers are spending more, while lower-income consumers face liquidity challenges. However, overall spending remains strong due to stable employment and rising wages [56][58] - **Credit Quality**: Truist has de-risked its portfolios, showing no signs of credit stress, and plans to focus on more accretive portfolios moving forward [52] Future Outlook - **2026 Priorities**: Key priorities include deepening relationships with premier clients, enhancing digital engagement, and maintaining credit discipline. The goal is to achieve a 15% Return on Tangible Common Equity (ROTCE) [63][64] - **Branch Strategy**: Truist plans to open 100 new branches in affluent markets and renovate existing branches to focus on advisory services rather than transactional banking [39][40] Conclusion - **Investor Focus**: Investors should watch for increasing client deposits, deepening relationships with premier clients, and sustained credit discipline as indicators of Truist's success in 2026 [64]

业内专家表示，要实现从"流量收割者"到"价值共创者"的转变，平台企业须在多个层面完成系统性重 塑： □ 算法逻辑"向善"进化 □ 盈利模式脱离"佣金依赖" □ 治理结构走向"多元共治" □ 畅通消费者与从业者的有效申诉与监督渠道，引入第三方评估，形成社会协同治理的良性循环 携程因涉嫌滥用市场支配地位被立案调查；高德打车因多重问题被监管约谈——春节前连续释放的监管 信号，颇具警示意义和民生导向：当平台深度嵌入社会基础运行，平台企业必须平衡商业利益与社会责 任；当算法试图牺牲从业者和消费者利益攫取"商业价值"，其经营逻辑的异化必须被矫治。 随着常态化监管新阶段到来，一场从监管到价值的系统性重塑已悄然开启。 监管点名：剑指不公与权责失衡 2026年春节前夕，出行与旅游市场即将迎来全年最高峰。据交通运输部预计，今年春运期间全国跨区域 人员流动量将达95亿人次。当千家万户沉浸在阖家团圆的喜悦中，数亿人的迁徙与消费正通过平台进 行。 "原来收费六十几元的路程，现在要八九十元，还一直让加价，不然就显示叫不到车""平台通过算法调 整价格后，运价已经很难覆盖时间、油费和车辆损耗成本，很多时候辛苦跑一天，基本等于白忙活""在 司 ...

中访网数据 红星美凯龙家居集团股份有限公司于近日收到股东杭州灏月企业管理有限公司及其一致行 动人Taobao China Holding Limited、New Retail Strategic Opportunities Investments 4 Limited的权益变动通 知。在2025年1月20日至2026年2月10日期间，上述股东通过集中竞价及大宗交易方式合计减持公司股 份。其中，杭州灏月减持约7301.07万股A股，淘宝控股减持约7231.15万股H股，新零售基金减持约 7231.15万股H股。本次权益变动后，淘宝控股及新零售基金不再持有公司股份，杭州灏月持有公司股份 比例降至4.99%。杭州灏月及其一致行动人合计持股比例由约9.9976%减少至4.99%，权益变动触及5% 刻度，不再是公司持股5%以上股东。公司表示，本次权益变动不会导致公司控股股东及实际控制人发 生变化，不会对公司治理结构及持续经营产生重大影响。杭州灏月的减持系履行此前已披露的减持计 划，相关操作符合法律法规要求。 来源：中访网 ...