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郑重科:跨境消费到跨境创业,如何打通最后一公里?
Nan Fang Du Shi Bao· 2026-02-11 06:31
尽管"一脚油门就能到",香港中小企业在珠海落户仍面临不少挑战。郑重科分析,首先是信息不对称 ——许多港人"知道珠海生活舒适,却不清楚如何在珠海开业",对商事登记、税务、劳动等法规了解有 限,"不知从何入手"。 其次,对接渠道存在断层。现有政务服务多针对大型项目或常规业务,缺乏一个针对香港中小企业 主"从零开始"的、跨境的、一站式的问题解答与落地引导窗口。此外,从考察到运营,企业需面对法 律、财税、融资等一系列环节,目前缺乏标准化、易获取的支持体系,试错成本高,影响落户信心。 2月10日,珠海进入"两会时间"。如何将"港车北上"带来的消费客流,转化为真正扎根的创业增量?珠 海市政协委员郑重科提交提案,建议系统构建跨境创业服务体系,推动香港中小企业来珠落户,从"欢 迎消费"转向"鼓励创业"。 从"周末消费"到"跨境创业" "港车北上"政策实施以来,已为大湾区生活融合注入活力,其中不少是香港中小企业主和专业人 才。"目前在珠海的活动仍以餐饮、购物等消费为主,'周末经济'活跃,却尚未充分释放产业价值。"郑 重科介绍道,香港中小企业占当地企业总数98%以上,贡献约45%的私营部门就业,但也面临运营成本 高、空间有限等瓶 ...
软件应用加速落地,创业板软件ETF华夏(159256)回调或可逢低布局
Sou Hu Cai Jing· 2026-02-11 06:15
Group 1 - The core viewpoint of the news highlights the ongoing fluctuations in the software sector, particularly within the ChiNext software ETF, which saw a slight decline of 0.09% as of February 11, 2026, while individual stocks like Wangsu Science & Technology and Guangliwei experienced significant gains of 10.60% and 9.04% respectively [1] - The report from Huatai Securities indicates that 2025 is expected to be the "Year of Agents," with 2026 likely marking a period of accelerated implementation of Agent technologies, driven by rapid iterations in Agentic Coding and fierce competition among major companies for personal agent assistants [1] - The rapid iteration of Agentic Coding is anticipated to reshape the software industry, potentially leading to a paradox where the value of standalone software may decline despite a surge in personalized, AI-generated software [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the ChiNext software index include Tonghuashun, Runze Technology, and Kunlun Wanwei, collectively accounting for 48.61% of the index [2] - The performance of individual stocks within the index shows varied results, with notable declines in stocks like Kunlun Wanwei at -4.13% and Tonghuashun at -1.26%, while others like Shenshuo Technology and Zhongke Chuangda showed positive movements [3]
AI产业步入加速区间!20cm科创创业人工智能ETF华泰柏瑞(159139)一键助力布局硬件层和应用层
Xin Lang Cai Jing· 2026-02-11 05:36
Core Insights - The domestic AI application ecosystem is experiencing rapid deployment and policy support ahead of the Spring Festival, with major AI companies promoting AI assistants and achieving breakthroughs in multimodal video generation technology [1][5] - The National Development and Reform Commission and eight other departments have issued implementation opinions to accelerate the compliant application of AI in key areas such as bidding and tendering, providing a clearer regulatory framework for industry development [1][5] - Market attention towards the AI sector has significantly increased, with related thematic ETFs receiving substantial capital inflows, particularly the Huatai-PB Innovation and Entrepreneurship AI ETF, which has seen net inflows of 168 million yuan over 17 out of 27 trading days this year [1][5] Industry Trends - The large-scale application of AI is expected to significantly increase the frequency of inference computing power usage, creating a reverse pull on upstream computing power and infrastructure [2][6] - The AI industry is transitioning from a "single-point computing power boom" to a collaborative expansion phase involving "computing power, infrastructure, and application ecosystem," benefiting sectors such as servers, power equipment, data centers, and domestic computing power supply chains [2][6] ETF Insights - The Huatai-PB Innovation and Entrepreneurship AI ETF closely tracks the CSI Innovation and Entrepreneurship AI Index, which is the first AI thematic index that spans both "innovation" and "entrepreneurship" sectors, allowing investors to easily access a cluster of AI companies with strong growth potential [2][6] - The fund has recently seen an increase in trading volume, with an average daily transaction amount of 58 million yuan, significantly higher than its average since inception, leading to an increase in fund size to 440 million yuan and shares to 380 million [1][5]
A股午评 | 三大指数走势分化 创业板指跌近1% 有色金属板块强势大涨
智通财经网· 2026-02-11 03:55
点评:消息面上,有分析称在全球供应链重构与新兴产业加速崛起的双重驱动下,稀有金属作为支撑能 源转型、高端制造及国家安全的关键战略资源,正迎来新一轮景气周期。 2月11日,三大指数走势分化,沪指震荡走高,创业板指、深成指相对弱势。截至午间收盘,沪指涨 0.22%,深证成指跌0.07%,创业板指跌0.91%。两市半日成交1.30万亿元,较上一日缩量成交949亿元。 盘面上,稀土、有色金属板块强势大涨,黄金、锌金属、铜金属等方向领涨,新金路、翔鹭钨业等多股 涨停;化工、染料板块持续走高,醋化股份、华尔泰等涨停,红太阳、荣盛石化、山东海化、新疆天业 等跟涨;商业航天板块回暖,再升科技等涨停,天力复合、莱斯信息、振江股份、超捷股份、光威复材 跟涨;算力租赁概念盘中冲高,大位科技等涨停,南凌科技、首都在线、优刻得、华胜天成等跟涨;盐 湖提锂、固态电池板块有所表现,聚杰微纤等涨停。 下跌方面,此前大涨的AI应用概念回调,影视传媒、短剧、电商、游戏等方向集体下行,横店影视、 浙文影业等跌停;光伏设备板块延续跌势,泽润新能领跌;光模块概念股表现分化,源杰科技跌超 5%;旅游酒店、冰雪产业走弱,保险股持续走低,医药、消费电子、半 ...
三大指数涨跌不一,创业板指半日跌0.91%,化工板块反复走强
Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index rising by 0.22% to 4137.55, while the Shenzhen Component Index fell by 0.07% to 14200.38, and the ChiNext Index decreased by 0.91% to 3290.41 [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.3 trillion, a decrease of 949 billion compared to the previous trading day [1][6] - Over 2700 stocks in the market experienced an increase [1] Sector Performance - The chemical sector showed strong performance, with companies like Jihua Group achieving a five-day streak of gains, and stocks such as Sanfangxiang, Baichuan Co., and Hualitai hitting the daily limit [2] - The fiberglass concept saw rapid gains, with stocks like Shandong Fiberglass, International Composites, and China Jushi reaching the daily limit [2] - The non-ferrous metals sector was active, particularly the tungsten concept, with Xianglu Tungsten achieving two gains in four days and Zhangyuan Tungsten hitting the daily limit [2] - The computing power leasing concept also surged, with companies like Nanxing Co. and Dawi Technology reaching the daily limit [2] Decline in Specific Sectors - The film and cinema sector faced significant declines, with Hengdian Film falling to the daily limit, and other companies like Huayi Brothers, Huace Film, and China Film experiencing substantial drops [3]
午评:创业板指半日跌0.91% 化工板块反复走强
Mei Ri Jing Ji Xin Wen· 2026-02-11 03:41
Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index experiencing a rise while the ChiNext Index performed weakly [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.3 trillion yuan, a decrease of 949 billion yuan compared to the previous trading day [1] - Over 2,700 stocks in the market saw an increase [1] Sector Performance - The chemical sector has shown strong performance recently, with Ji Hua Group achieving a 5-day streak of 4 trading limits, and stocks like Sanfangxiang, Baichuan Co., Vinegar Chemical, and Hualitai hitting the daily limit [1] - The fiberglass concept surged quickly, with Shandong Fiberglass, International Composites, and China Jushi all reaching the daily limit [1] - The non-ferrous metals sector was active, led by the tungsten concept, with Xianglu Tungsten achieving a 4-day streak of 2 trading limits and Zhangyuan Tungsten hitting the daily limit [1] - The computing power leasing concept also saw a rise, with Nanxing Co. and Dawi Technology reaching the daily limit [1] Declining Sectors - The film and cinema sector faced significant declines, with Hengdian Film falling to the daily limit, and Huayi Brothers, Huace Film, and China Film experiencing substantial drops [1] Index Performance - At the close, the Shanghai Composite Index rose by 0.22%, the Shenzhen Component Index fell by 0.07%, and the ChiNext Index decreased by 0.91% [1]
A股午评:沪指微涨0.22%,创业板指跌0.91%,化工及玻纤概念股走高,有色金属股活跃,影视院线股集体调整
Jin Rong Jie· 2026-02-11 03:38
Market Overview - A-shares showed a mixed performance with the Shanghai Composite Index slightly up by 0.22% to 4137.55 points, while the Shenzhen Component Index fell by 0.07% to 14200.38 points, and the ChiNext Index dropped by 0.91% to 3290.41 points, indicating a clear structural market trend [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.3 trillion yuan, with over 2700 stocks rising [1] Sector Performance - The chemical sector has shown strong performance, with key stocks like Jihua Group achieving a 5-day streak of gains, and stocks such as Sanfangxiang, Baichuan Co., and Huayitai hitting the daily limit [1][2] - The fiberglass sector also saw rapid gains, with stocks like Shandong Fiberglass and China Jushi reaching the daily limit [1] - The non-ferrous metals sector was active, particularly tungsten-related stocks, with Xianglu Tungsten and Zhangyuan Tungsten hitting the daily limit [1][2] - The computing power leasing concept gained traction, with stocks like Nanxing Co. and Dawi Technology reaching the daily limit [1][3] Emerging Trends - The rare metals sector, including small and rare metals, has strengthened, driven by global supply chain restructuring and the rise of new industries, marking a new cycle of prosperity for these strategic resources [2] - The Seedance concept is gaining momentum, with companies like Zhangyue Technology and Huanyu Century recording three consecutive gains, driven by the recent evaluation of ByteDance's Seedance 2.0 model [2] Institutional Insights - Minsheng Securities noted that the market is experiencing a mild tug-of-war due to the upcoming holiday, suggesting that the best window for positioning is the week before the holiday, with a likely shift towards small and mid-cap growth stocks [4] - China Galaxy Securities highlighted the potential for box office releases during the upcoming long holiday, suggesting a focus on the performance of the film industry [4] - CITIC Securities pointed out that the surge in silver prices could accelerate the replacement of precious metal materials in the photovoltaic industry, leading to a differentiation in industry costs and the potential elimination of outdated capacities [4]
委员说|郑重科:跨境消费到跨境创业,如何打通最后一公里?
Nan Fang Du Shi Bao· 2026-02-11 03:08
Group 1 - The core idea is to transform the consumer flow brought by the "Hong Kong vehicles entering the mainland" policy into entrepreneurial growth by establishing a cross-border entrepreneurial service system in Zhuhai [1][3] - The "Hong Kong vehicles entering the mainland" policy has energized the Greater Bay Area, with many Hong Kong SMEs and professionals participating, but the industrial value has not been fully realized yet [3] - Hong Kong SMEs account for over 98% of local enterprises and contribute approximately 45% of private sector employment in Zhuhai, facing challenges such as high operating costs and limited space [3] Group 2 - There is a significant information asymmetry, as many Hong Kong residents are unaware of how to start a business in Zhuhai, lacking knowledge about business registration, taxation, and labor regulations [3] - Existing government services primarily target large projects or conventional businesses, lacking a one-stop solution for Hong Kong SMEs to start from scratch [3] - A dual strategy of "precise traffic attraction" and "worry-free landing" is proposed to address these challenges, including creating a "Zhuhai Entrepreneurship Guide" on popular travel apps and social media [4] Group 3 - The proposal includes a standardized service package for Hong Kong enterprises, featuring a Cantonese guide, a flowchart, a dedicated specialist, a green channel, and a time-limited mechanism to facilitate business establishment [4][5] - Consideration for special incentives such as rent subsidies and recruitment rewards for first-time registered Hong Kong enterprises in Zhuhai is suggested [5] - Designating "Hong Kong enterprise startup clusters" in high-tech zones and bonded areas to provide ready-to-use office space and support services is also recommended [5]
杨致远押注!48岁GitHub前CEO杀入AI编程创业,创下领域内规模最大种子轮纪录
Sou Hu Cai Jing· 2026-02-11 02:21
2026年2月10日,硅谷创投圈见证了一场前所未有的豪赌:将近知命之年的前GitHub CEO托马斯·多姆克(Thomas Dohmke)正式宣布他的 新公司Entire,并宣布完成6000万美元的种子轮融资,公司估值高达3亿美元,领投方Felicis称这是开发者工具初创公司有史以来规模最大的 种子轮融资。 Felicis以精准早期投资闻名,其他机构投资者包括美国西雅图老牌风投Madrona、微软的风险投资部分M12以及Basis Set等,微软风投部门 M12的参与说明托马斯延续了与微软CEO萨提亚·纳德拉的对话。天使投资人阵容还汇集了雅虎联合创始人杨致远、Y Combinator CEO陈嘉 兴(Garry Tan)、Datadog创始人奥利维耶·波梅尔(Olivier Pomel)等业界领袖。 图 | 托马斯·多姆克(Thomas Dohmke)(来源:Entire) (来源:https://entire.io/blog/hello-entire-world) 托马斯是一名行业老炮,拥有德国柏林工业大学计算机工程学士学位和英国格拉斯哥大学机械工程博士学位,其在领英介绍称自己在1998 年就开始工作,历经 ...
创业“秘籍”线上学,洪山创业服务持续升温
Sou Hu Cai Jing· 2026-02-11 02:12
一场聚焦大学生与返乡创业的政策"解码"活动,线上吸引超千人观看!近日,武汉市洪山区人力资源局举办"才聚洪山、政策解码"大学生创新创业政策访谈 活动,通过线上线下联动,为创业者详细解读扶持政策与实操要点。 活动特邀华动智造创始人兼CEO、武汉理工大学副教授王如意到场分享。他以"众创时代,您怎么应对这一波风口"为题,结合其团队2025年参与武汉市大学 生创业项目并成功斩获所属行业第一名,获得直通"英雄杯"大赛决赛资格的创业实践经验,围绕市场必要性、技术先进性、产业成熟性、团队专业性、资源 整合性、战略竞争性等六大维度,为高校师生提供可落地的创业实操指导,同时重点介绍洪山区创业扶持政策与资源对接渠道,切实帮助创业者应对"找方 向、缺资源、懂政策"等常见难题。 随后,活动聚焦"返乡创业"主题,邀请湖北省华龙职业培训学校讲师蒋倩倩讲授"网络创业(直播版)"标准课程,深入解析"直播创业七步法"核心方法论, 为返乡创业者提供逻辑清晰、操作性强的行动指南。直播过程中还结合多个成功案例,细致剖析创业过程中可能遇到的堵点、痛点,助力创业者提前规避风 险、稳健起步。 极目新闻通讯员 廖宇智 据了解,2025年洪山区人力资源局组建就 ...