AI深度赋能+跨界融合，北京6月呈现5万平方米科技生态盛宴 北京，2026年2月5日 讯 作为亚洲消费电子领域的年度核心盛会，CES Asia 2026今日正式揭晓八大核心展区规划。展会以"技术 融合·创新共生"为内核，聚焦具身智能、人工智能、低空经济等前沿赛道，通过5万平方米的沉浸式展示空间，构建覆盖全产业 链的创新生态。本届展会定于2026年6月10日至12日在北京举办，八大展区将系统性呈现消费电子行业"AI原生、场景融合、绿 色低碳"的发展趋势，为参展企业提供技术展示、商贸对接、生态共建的核心平台，目前参展报名已进入白热化阶段。 低空经济展区聚焦"飞行载体+智能应用"的融合创新，集中呈现空中作业机器人、eVTOL（电动垂直起降飞行器）、车路云一体 化解决方案等核心成果。展区内，搭载柔韧机械臂的空中作业机器人将展示高空清洁、能源运维、精准配送等实操能力，通过 原生碰撞安全设计与自适应平衡技术，破解传统无人机接触式作业的安全痛点。同时，智能出行板块将呈现L4级自动驾驶与智 能座舱的协同创新，实现自动泊车、路线优化、目的地服务的全流程智能化。该展区紧扣国家低空经济发展战略，为企业对接 基建、物流、出行等万亿级 ...

一组组扎实的数据，一件件温暖的实事，共同勾勒出四川在高质量发展中稳步提升民生福祉的坚实 轨迹，映照出"恪守为民初心，呼应民生期盼"的执政温度。 精准扩面 新增实事回应时代新期盼 每周二下午，成都市锦江区牛市口街道莲花社区综合服务中心里，总会准时飘出悠扬的歌声。原来 社区老年大学声乐教室就设在这里，成为陈孃孃和合唱团姐妹们雷打不动的"打卡新地标"。"从'打游 击'到'进课堂'，我们终于唱踏实了！"陈孃孃笑着说，过去，在公园里、小区里练歌怕扰民，心里总不踏 实；如今，在明亮专业的教室里有老师指导，她们的退休生活因音乐而重新闪光。通过在社区综合服务 中心增设老年学位，以及统筹老年大学、开放大学等办学资源，全省新增优质学位达2万余个，不仅有效 缓解了"一座难求"的供需矛盾，更托起了万千银龄对"老有所学、学有所乐"的美好向往。 2025年的民生清单，既有延续性的温暖，更有前瞻性的拓展。10件新增项目，敏锐捕捉社会结构变 化与群众新需求，将民生保障的网织得更密、更准。 民生实事如何办到百姓心坎上？四川以"30件民生实事"作答。2月3日，四川省第十四届人民代表大 会第五次会议开幕，省长施小琳代表省人民政府作工作报告。报告中 ...

证券研究报告 | 北交所定期报告 | | --- | hyzqdatemark 2026 年 02 月 02 日 证券分析师 赵昊 SAC：S1350524110004 zhaohao@huayuanstock.com 王宇璇 SAC：S1350525050003 wangyuxuan@huayuanstock.com 加快培育服务消费新增长点工作方案发布，关注相关领域北交所消费标的 ——北交所消费服务产业跟踪第五十期（20260201） 投资要点： 请务必仔细阅读正文之后的评级说明和重要声明 联系人 《工作方案》围绕重点领域和新型业态细化落地路径，有望为服务消费打开增量空 间。2026 年 1 月 25 日，国务院办公厅印发《加快培育服务消费新增长点工作方案》， 聚焦 6 个重点领域（交通服务、家政服务、汽车后市场服务、网络视听服务、旅居服 务、入境消费）和 3 个潜力领域（演出、体育赛事和情绪式、体验式服务），加快培 育服务消费新增长点。根据国家统计局，从居民消费看，2025 年我国居民人均服务 性消费支出达 13602 元（yoy+4.5%），占居民人均消费支出的比重是 46.1%。根据 文化和旅游部数 ...

红星新闻网（记者 宋雅婷）1月27日报道为抢抓政策机遇，进一步丰富免退税商店的商品品类，从而促进蓉企蓉品出川出海，成都市商务局会同市级相关部 门及各区（市）县商务主管部门，1月26日举办"2026成都都市圈免退税产品供需对接会"，以搭建产销桥梁，实现资源互补。 成都将动态新增更多离境退税商户 推动都市圈特色商品进入免退税商店 对游客来说，离境退税不只是"购物回血"小确幸，更是感受中国消费温度的窗口。成都，凭借着独特的文旅资源，正持续吸引全球游客到访这座城市。 企业兴趣浓厚期待有很多 政策与市场的驱动下，让更多带有浓郁"成都味儿"的商品，自信地呈现于免退税商店的柜台。市商务局相关负责人表示，在免退税商店推广国货"潮品"和特 色产品，能有效提升免税店吸引力，满足游客多元化需求，提升购物体验，进一步扩大入境消费。 "为了让全球旅客有更好地消费体验，成都还通过增商店、拓品类、优流程、扩宣传等措施，持续推动离境退税'即买即退'便利化。"市商务局相关负责人 说。数据显示——截至2025年11月30日，全市离境退税商店超600户，其中"即买即退"商店超180户。 得益于离境退税"即买即退"服务的推广和优化，成都已经实现"集 ...

1月26日，成都市商务局会同市级相关部门及各区（市）县商务主管部门，举办"2026成都都市圈免退税产品供需对接会"，以搭建产销桥梁，实现资源互 补。 ▲现场 要让离境退税商店的商品更符合游客期待，首先要精准把握他们的消费偏好。 "一方面，我们精心打造涵盖熊猫文创、蜀绣织锦、川茶川酒等在内的'成都礼物'退税商品矩阵，另一方面，我们还建立了需求导向的分析机制。"成都市商 务局相关负责人介绍，成都还借助旅行社、OTA平台及官方数据统计等渠道，定期分析境外游客消费偏好与趋势，为商户优化商品结构、精准备货提供数据 支持。 "不仅如此，我们积极搭建产销对接平台，推动消费电子产品、智能家居、创意设计产品以及特色食品、潮玩等商品进入退税目录，推动本土品牌通过离境 退税消费提升国际知名度，拓展海外市场。"上述相关负责人还透露，加大力度推动动态新增离境退税商户，并引导商店引进更多国际知名品牌、高科技产 品及"成都造"特色商品，不断提升离境退税商品的丰富度、独特性与竞争力。 在对接会现场，企业与商家之间的交流热烈而深入，共同探索合作机遇。 四川千里倍益康医疗科技股份有限公司作为四川省第二家A股上市的医疗器械企业，专注于智能康复设备 ...

活动现场，"蓉品蓉企出川出海综合服务平台"正式首发上线。据悉，该平台将聚焦企业出川出海核心需 求，在服务业态上实现货贸、服贸等全覆盖，在服务内容上实现"政务+行业+市场"全贯通，在服务场 景上构建"线上智能平台+线下实体空间"双场景服务模式，通过政策集成辅导、出海选品展示、全球市 场拓展、仓储物流共享、跨境金融支持等九大专项服务帮助企业降低出海门槛，推动成都都市圈及全川 企业高效"走出去"。 四川识南酒业有限公司董事长鄢源东来之前就对到会的企业深入了解了一番，并进行了重点标记，"会 议结束，我们计划和原料、销售、供应链相关的企业一一沟通交流，探讨合作的可能性。"他向记者透 露。 为进一步丰富免退税商店的商品品类，促进蓉企蓉品出川出海，成都市商务局会同市级相关部门及各区 （市）县商务主管部门，同期举办"2026成都都市圈免退税产品供需对接会"。在市商务局相关负责人看 来，在免退税商店推广国货"潮品"和特色产品，能有效提升免税店吸引力，满足游客多元化需求，提升 购物体验，进一步扩大入境消费。 转自：成都日报锦观 四川千里倍益康医疗科技股份有限公司作为四川省第二家A股上市的医疗器械企业，专注于智能康复设 备的研发、 ...

为抢抓政策机遇，进一步丰富免退税商店的商品品类，从而促进蓉企蓉品出川出海，成都市商务局会同 市级相关部门及各区（市）县商务主管部门，1月26日举办"2026成都都市圈免退税产品供需对接会"， 以搭建产销桥梁，实现资源互补。 成都将动态新增更多离境退税商户 得益于离境退税"即买即退"服务的推广和优化，成都已经实现"集中退付+单店退付+线上退付"的"即买 即退"多元退税服务模式。为进一步释放政策效应，市商务局联合市税务局推出"成都离境退税指南"和 宣传动画，投放至天府国际机场、双流国际机场、春熙路商圈、交子商圈的重点商场离境退税咨询点。 弄清楚游客"喜欢什么"，免退税商店的产品结构设计才更有方向。 "一方面，我们精心打造涵盖熊猫文创、蜀绣织锦、川茶川酒等在内的'成都礼物'退税商品矩阵，另一 方面，我们还建立了需求导向的分析机制。"市商务局相关负责人介绍，成都还借助旅行社、OTA平台 及官方数据统计等渠道，定期分析境外游客消费偏好与趋势，为商户优化商品结构、精准备货提供数据 支持。 "不仅如此，我们积极搭建产销对接平台，推动消费电子产品、智能家居、创意设计产品以及特色食 品、潮玩等商品进入退税目录，推动本土品牌通过 ...

Core Viewpoint - The article highlights the innovative leadership of Gu Qiang, the director of Beijing Puren Hospital, in advancing healthcare services and reforming the medical system in Beijing, emphasizing the importance of quality healthcare and community service [3][4][5][6]. Group 1: Hospital Development and Management - Gu Qiang has led the establishment of Beijing Puren Medical Group, implementing the "Five Unchanged, Five Unified" management principle to enhance operational efficiency across various healthcare facilities [3]. - The hospital has seen a 22% increase in outpatient visits at the Dongcheng District Maternal and Child Health Hospital within two years due to performance reforms that link patient satisfaction to staff promotions [3]. - A remote medical platform has been developed to allow real-time transmission of X-ray images from community health service centers to the hospital's imaging center, facilitating expert consultations [3]. Group 2: Quality of Care and Medical Innovation - Gu Qiang has prioritized academic development by designing a "433" discipline framework, focusing on four key specialties, three diagnostic platforms, and three specialty centers to enhance the hospital's reputation [4]. - The hospital achieved high-quality completion of its tertiary comprehensive hospital accreditation, with patient satisfaction rates maintained above 98% [4]. - The implementation of a quality control system covering the entire diagnosis and treatment process has been a key focus, alongside the establishment of a multi-disciplinary consultation model for complex cases [4]. Group 3: Integration of Traditional and Modern Medicine - Gu Qiang has actively promoted the integration of traditional Chinese medicine (TCM) with Western medicine, launching TCM clinics and developing comprehensive treatment plans for chronic disease patients [5]. - Over a thousand community physicians have been trained in TCM techniques, enhancing the capacity for TCM services in grassroots healthcare [5]. - Upgrades to TCM facilities within the medical group have made services like acupuncture and massage more accessible to residents [5]. Group 4: Human-Centered Care and Community Engagement - The hospital has initiated palliative care forums and expanded services for elderly patients, including home care for those with disabilities [6]. - Gu Qiang maintains a hands-on approach, regularly seeing patients and coordinating assistance for those in financial need [6]. - The hospital aims to achieve the status of a tertiary A-level comprehensive hospital by 2025, reflecting its commitment to continuous improvement in healthcare delivery [6].

Group 1 - The brain-computer interface (BCI) is recognized as a future industry in China's 14th Five-Year Plan, with policies aimed at fostering its development, including a target for core technology breakthroughs by 2027 and achieving global leadership by 2030 [3][12][16] - The global BCI market was valued at $1.5 billion in 2021 and is projected to reach $3.3 billion by 2027, while the domestic market is expected to grow from 3.2 billion yuan in 2024 to 4.6 billion yuan by 2026, reflecting an 18.81% year-on-year growth in 2024 [3][17][19] - Non-invasive BCIs dominate the market, accounting for 86% of the total, with medical applications being the primary focus, representing 56% of the downstream enterprises [18][23][25] Group 2 - The 2024 national pharmaceutical circulation market is projected to reach 2.947 trillion yuan, with the wholesale market accounting for 77.94% of total sales, and the retail market contributing 22.06% [4][40][46] - The pharmaceutical distribution industry is characterized by a continuous optimization of structure, enhanced professional service capabilities, and a growing focus on health services, driven by aging populations and increased health awareness [52][53] - The North Exchange has 11 listed companies related to pharmaceuticals, with significant profit margins reported, including companies like Deyuan Pharmaceutical and Xinghao Pharmaceutical, which have shown substantial growth in net profits [4][51][68] Group 3 - The North Exchange's pharmaceutical and biotechnology sector saw a weekly increase of 1.91%, with medical devices leading the growth at 6%, while 80.95% of the sector's stocks experienced an increase in market value [5][58][61] - Notable stock performances include Lude Medical and Beiyikang, which saw weekly increases of 20.61% and 10.46%, respectively, indicating strong market interest in these companies [5][67] - As of December 19, 2025, there are 13 pharmaceutical and biotechnology companies queued for listing on the North Exchange, with an average revenue of 382 million yuan and net profits exceeding 100 million yuan for several firms [68][69]

Core Insights - Shenzhen is accelerating the development of its "Silver Economy" by establishing a multi-dimensional industrial park system, with 15 new parks announced for 2025, indicating a strategic move to capture a trillion-yuan market potential [4][12] - The first batch of "Silver Economy Industrial Parks" includes three key parks focusing on smart manufacturing, medical devices, and other high-tech sectors, aligning with Shenzhen's industrial development direction [6][12] Group 1: Industrial Development - The Bao'an District has the highest number of selected parks, focusing on smart manufacturing, medical devices, and biomedicine, with 14 elderly care institutions and 3,471 elderly care beds established by the end of 2024 [5][12] - The three parks selected as the first batch include the New Bridge East Advanced Manufacturing Industrial Park in Bao'an, the Deep Hundred New Economic Base in Pingshan, and the Longhua Silver Economy Industrial Park, all of which are aligned with Shenzhen's strengths in technology and innovation [6][12] Group 2: Policy and Support - Shenzhen's government has implemented a comprehensive policy support system to promote high-quality development in the silver economy, including investment support measures and a focus on original innovation and technology breakthroughs [8][12] - The establishment of a virtual silver economy industrial park and multiple district-level parks aims to create a collaborative "1+N" development model, enhancing service delivery and resource integration for enterprises [8][12] Group 3: Cultural Integration - The Guihuatang Laowei Elderly Health and Tourism Industrial Park combines cultural heritage with modern health services, promoting Hakka culture and offering various wellness programs [9][10] - The park has implemented initiatives like the "Silver Inheritor Plan" to engage elderly individuals in traditional crafts, fostering cultural transmission and product innovation [10] Group 4: Market Potential - The silver economy in China is projected to reach 30 trillion yuan by 2035, with Shenzhen positioning itself as a leader in this burgeoning market [11][12] - The establishment of a street-level silver economy committee in Longhua District aims to enhance collaboration among enterprises, addressing fragmentation in the industry and fostering competitive advantages [13]