Market Snapshot USD/INR ₹90.60 -0.1% Nifty 50 Index 25,807.20 -0.6% India 10-Year Bond Yield 6.68% -0.03 Spot Gold ($/oz) $4,977.62 +1.1% S&P 500 Futures 6,861.25 +0.1% Market data as of 08:14 AM IST, Feb. 13, 2026, or the previous close for Indian markets. Data is subject to provider delays. Good morning... I’m Alex Gabriel Simon, and I cover equities in Mumbai. Global equities are under pressure on fresh concerns over the impact of artificial intelligence on traditional business models. As the list of sectors under threat from AI keeps growing , some investors are nibbling at shares of Indian software firms. That’s a brave call given that names like Infosys, TCS and Wipro have been hammered by the so-called AI scare trade. The Nifty IT index slid to a 10-month low on Thursday, and later, Infosys’ New York-listed stock plunged nearly 10% amid a broad US selloff. Focus today will be on how these stocks perform in Mumbai trading. Investors will also watch Hindalco, ONGC, and Coal India, which reported earnings post-market. Indian stocks may get attention from global investors over the coming sessions as mainland China and Hong Kong are shut for the Lunar New Year break. In today’s newsletter, we write about: The contrarian call on IT giants An earnings boost for Lenskart GQG’s bullish outlook on infrastructure stocks But first, let’s look at how banks are milking a rare arbitrage opportunity. Markets Buzz: Cash Glut Fuels Easy Arbitrage Overnight borrowing costs have plunged after the Reserve Bank of India injected large amounts of cash into the financial system by buying bonds and through FX swaps. That’s created a juicy arbitrage for lenders — borrow at rates well below the benchmark and park the money with the central bank. The tri-party repo rate — a key gauge of liquidity — has fallen well below the Standing Deposit Facility rate, which allows lenders to park excess overnight funds at 5%. Here’s the rub: banks are placing excess cash into this trade rather than ...

Earnings Call Insights: Toast, Inc. (TOST) Q4 2025 Management View CEO Aman Narang highlighted the addition of over 30,000 net locations to the Toast platform in 2025, recurring gross profits growth of 33%, and adjusted EBITDA margin expansion to 34%. He underscored that "our emerging TAMs across retail, international and enterprise doubled ARR in 2025," and noted the successful launch of over 500 new features including ToastIQ, the conversational AI assistant. Narang explained ToastIQ's capabilities: "ToastIQ not only generates reports and insights about restaurant performance, it executes tasks directly in Toast ranging from menu management to inventory updates." The CEO stated, "We expect another year of record net location adds and consistent ARPU growth as we execute against the priorities we laid out last year." He emphasized the push to grow market share in core U.S. SMB and mid-market restaurants, noting Toast now powers 20% of this U.S. segment and that this share has nearly doubled over the past three years. Narang also pointed to expansion in international markets, retail segments, and the enterprise channel, including the onboarding of Applebee's, Firehouse Subs, and Papa Murphy's. Narang reinforced the company’s commitment to AI, stating, "Less than 4 months post launch, over half of all Toast locations have used ToastIQ...collectively sending over 8 million queries and tens and thousands of locations are already using it each week." President & CFO Elena Gomez reported, "Net adds increased every quarter versus a year ago, and we added a record 30,000 net locations in 2025, ending the year with 164,000 locations. ARR grew 26% and our recurring gross profit stream increased 33% for the year." Gomez stated, "On top of strong top line momentum, we are efficiently scaling the business through disciplined capital allocation and ongoing cost management." She added, "In 2025, we delivered adjusted EBITDA of $633 million and free cash flow of $608 million. GAAP...

Earnings Call Insights: Federal Realty Investment Trust (FRT) Q4 2025 Management View CEO Donald Wood highlighted a "strong quarter, strong year, strong 2026 guidance, 6.4% bottom line FFO growth in the quarter, 4.3% for the year and guidance close to 6% at the midpoint for 2026." He stressed that these results exclude the impact of the one-time new market tax credit as reflected in the new Core FFO metric. Wood emphasized robust leasing activity, with the portfolio ending the year 96.6% leased and 94.5% occupied, noting "601,000 feet of comparable deals done in the quarter at 12% rollover and 2.3 million feet of comparable deals done for the year at 15% rollover, an incremental $11 million of new rent is under contract." Significant acquisitions included Annapolis Town Center and Village Pointe, adding nearly 1 million square feet for $340 million at an initial yield in the low 7% range, with targeted unlevered IRRs approaching 9%. Dispositions in the quarter totaled $169 million, with an additional $150 million closed just after year-end, at combined cap rates in the low 5% range. Wood also introduced a new residential project at Willow Grove Shopping Center, set to include 261 apartments. He reiterated the unique value creation potential from high-quality apartments adjacent to retail assets and the company’s ongoing asset recycling strategy. Wendy Seher, Executive VP and COO, stated, "In 2025, our leasing platform achieved record-breaking volume, delivering the highest annual square footage leased in company history, alongside the strongest comparable rent spreads achieved in over a decade." Seher pointed to a 90 basis point sequential increase in the total comparable lease rate and highlighted robust demand in California and the Greater Washington, D.C. area. CFO Daniel Guglielmone reported, "Our FFO per share of $1.84 for the fourth quarter reflects 6.4% growth versus last year and highlights a really strong underlying quarter operationally." He explained the ...

Earnings Call Insights: Flux Power Holdings, Inc. (FLUX) Q2 2026 Management View CEO Krishna Vanka announced "we achieved profitability for the first time in the company's history." He attributed this milestone to disciplined expense optimization and a sequential increase in revenue, stating, "The discipline we built internally to optimize our expenses, along with the sequential increase in revenue made this happen." Vanka outlined progress on five strategic initiatives: profitable growth, operational efficiencies, solution selling, building the right products, and integrating value-added software to generate recurring revenue streams. He emphasized, "We have started using AI-driven tools in our engineering design, software development and day-to-day operations to further improve operational efficiencies and productivity." The company introduced its next-generation SkyLNK telematics device, which features onboard analytics, machine learning, and expanded sensing capabilities, with Vanka highlighting, "SkyLNK delivers a competitive advantage in high-performance processing and sensing ... enabling onboard analytics and machine learning directly within each battery system." A new GAT 315 battery was released, expanding offerings in the ground service equipment (GSE) segment. Vanka added, "We now have 4 product lines with multiple configurations that support the GSE segment." Software upgrades included an enhanced SkyEMS platform with intelligent AI-driven alerts and a new mobile interface. Vanka said, "Our initial observations lead us to believe that our customers can gain 10% to 30% uptime by using intelligent alerts with corrective actions." Vanka disclosed, "recently, our most significant customer has conveyed to us that they are implementing a capital freeze ... we expect materially lower revenue in our third quarter." CFO Kevin Royal reported, "Revenue for the second fiscal quarter of 2026 was $14.1 million, up from $13.2 million in the prior quarter and down from...

格隆汇2月13日｜中国南方航空表示，春节期间，南航将在广州、上海、北京、深圳等16个城市指定出港航班为旅客送上“一城一味”新春餐食，为旅客带来浓浓的年味儿。

天眼查App显示，近日，深圳蓝色极氪汽车销售服务有限公司成立，法定代表人为朱其谦，注册资本1000万人民币，经营范围含新能源汽车整车销售、新能源汽车电附件销售、汽车零配件零售、汽车零配件批发、机械设备销售、五金产品零售、二手车经纪、机动车鉴定评估等。股东信息显示，该公司由浙江极氪汽车销售有限公司全资持股。（界面新闻）

Earnings Call Insights: Forrester Research, Inc. (FORR) Q4 2025 Management View CEO George Colony emphasized a new business paradigm shaped by AI, stating Forrester is “uniquely positioned to help large companies navigate these problems.” He highlighted the company’s pivot over the last three years to align research with AI changes, launch AI-powered products, and leverage AI in research creation. Colony reported that in 2025, Forrester launched AI Access, with Q4 unique users of Forrester AI up 55% year-over-year and prompts up 65%. He noted, “AI increases the value of our research, making it more accessible to clients and enabling them to create new and original content.” Management pointed to the launch of AI Access as a key driver, with over $5 million in bookings since its September debut. Colony announced the appointment of Julie Meringer to lead customer success and the promotion of Christophe Favre to Chief Sales Officer, with a focus on a “culture of growth within sales and improvements to our go-to-market execution.” Strategic changes include exiting the strategy consulting business due to instability in U.S. federal government contracts and competition, plus restructuring the events business to focus on regional, shorter formats. Colony stated, “We are restructuring the business to more intensively focus it on growing research contract value, and we are increasing our investment in AI.” CFO Chris Finn said, “We are starting to see some meaningful areas of improvement in the business. This includes early success with our new AI Access product, which had over $5 million of bookings since its launch in September, along with an increase in the portion of CV on multiyear contracts in the prior year.” Outlook The company guided 2026 revenue at $345 million to $360 million, representing a 9% to 13% decline from 2025, influenced by the planned sunsetting of strategy consulting and restructuring of the events business. Forrester expects operating margins in the ra...

Judge Boasberg Orders Government To Facilitate Return Of Deported Venezuelans Authored by Stacy Robinson via The Epoch Times, A federal judge in Washington has ordered the Trump administration to facilitate the return of Venezuelans whom he said should receive a hearing after their deportation under the Alien Enemies Act. U.S. District Judge James Boasberg wrote in his Feb. 12 ruling that the government must parole those deportees into U.S. custody if they present themselves at a port of entry and provide them due process to contest their deportation. Boasberg said his ruling was intended to mirror a Supreme Court ruling from last year, which upheld U.S. District Judge Paula Xinis’s order that the government “facilitate” the return of Kilmar Abrego Garcia. The government will also have to pay for the flights and provide a boarding letter to the deportees, but that only applies to those flying in from a third country, not Venezuela itself. The return might be short-lived, Boasberg said, since anyone who is flown back or paroled into the country will be detained by U.S. immigration officials and held in custody while their case plays out. They also face being deported again at the end of the proceedings. An attorney for the plaintiffs previously told the judge that some of his clients were willing to take that risk. The ruling is the latest chapter for the deportees, who were sent to El Salvador’s CECOT terrorism confinement center last year. They were subsequently released into Venezuela. Boasberg ruled in December that the government needed to give the Venezuelans an opportunity to contest their deportation. When the Justice Department objected to that ruling, the judge ordered a hearing to discuss ways the government could provide due process. “I never said, and the plaintiffs never said, they were not deportable,” Boasberg remarked at that hearing on Feb. 9. The question, he told the court, was whether the plaintiffs were deportable under the Alien Enemies Act, an...

军工装备板块持续走强，安达维尔20cm涨停，亚星锚链此前封板，江航装备、江龙船艇涨超10%，海兰信、航宇科技跟涨。

一名男子在一班由阿聯酋飛往香港的航班上，遭人偷去一隻價值30萬元的手表，一男一女被捕。 機場警區昨日接報，在一班由阿布扎比飛往香港的航班，一名男乘客放在座位上方置物櫃的背包內，一隻價值30萬元的手表懷疑被人偷去。機場警區人員其後拘捕一名40歲本地女子和一名32歲內地男子，兩人涉嫌盜竊被扣留調查。 另外，機場保安人員昨日為出境旅客，進行安全檢查期間，發現一名打算前往美國的69歲本地女子，手提行李內藏有一支懷疑胡椒噴霧，涉嫌違反《火器及彈藥條例》，她獲淮保釋候查。

US and Taiwan sign ‘pivotal’ deal to cut tariffs Al Jazeera

格隆汇2月13日｜2月12日，国家自然科学基金委员会在北京召开“深化科学基金改革 产出更多原创性成果”科学家座谈会。科技部党组书记、部长阴和俊强调，站在40周年新的起点上，自然科学基金委要抢抓新一轮科技革命和产业变革历史机遇，坚持“四个面向”的战略导向，深刻把握基础研究发展的规律和特点，强化基础研究战略性、前瞻性、体系化布局，深化科学基金改革，进一步完善资助体系、提升资助效能，加强人才培养，营造良好科研生态，广泛开展对外合作交流，拓展国际合作空间，努力产出更多原创性成果，推动我国基础研究发展不断开创新局面，为建设科技强国作出新的更大贡献。

不是利率倒挂一出现，就随即景气衰退，而是往往在利率倒挂结束后再过一段时间，才发生衰退，且这所谓“一段时间”，并没有明显的标准 利率倒挂是长期利率低于短期利率的一个反常情况。最常被用来作为观察的是美国10年期国债利率与2年期利率的一个对比，但是其他10年以上长期和2年以下短期国债利率，也都常被用来检视是否出现利率倒挂。 之所以说利率倒挂反常，是因为一般而言，购买长期国债表示投资人的资金是长期借出（譬如购买10年期国债表示将资金借给政府十年），自会期待比短期借出（譬如购买2年期国债）有更高的年化报酬率。正常情况下，长期债券利率因此高于短期；这与银行10年期定存利率高于2年期，或是3年期高于1年期，是同样的道理。 推荐进入 财新数据库 ，可随时查阅宏观经济、股票债券、公司人物，财经数据尽在掌握。

潮水褪去，才知道谁在裸泳；周期轮回，才明白优质资产的珍贵。 近日有市场消息称，英国玩具商人James William Hesterberg拟将其持有的香港石澳道19号“巨无霸”大宅放售，意向价约20亿港元，呎价11.7万港元。 资料显示，这个项目并不是一套普通的豪宅，而是一座占地16.89万平方呎，相当于2.2个足球场大小的私人庄园式大宅，涉及地下及低层地下两层，提供酒窖及专属健身室等。 同时，该顶豪大宅共包含两宗地块，其中一幅地皮为乡郊建屋地段第256号，占地约4.36万平方呎，另一幅地皮为花园地段第68号F分段，占地约12.53万平方呎。 但比项目更有意思的是石澳道19号背后的楼市故事。 顶豪交易流转 常言道，顶豪的交易，不止是一买一卖，更是两段人生、两个时代的起伏与交接。 石澳是香港公认的超级富豪居住区，隐匿于港岛南区的山海之间，背靠翠绿山峦，面朝蔚蓝海景，私密性极强，每一栋大宅都独占一方天地，拥有独立的地块与产权。 70年代以前，大浪湾道和石澳道一带共提供22座洋房，一直由英资洋行大班占据，拒绝华人置业。直到今天，新贵富豪想要在此置业，除了要身家雄厚，同时还须获石澳发展有限公司或称为石澳业主委员会批准后才可以进驻。 石澳业主委员会会审核新买家的背景、社会地位等条件，才会批准交易，整个审批过程往往需耗时数月。 当年，马化腾购置大浪湾道13号时，也曾因身份未明被拒，直至亮明腾讯创始人身份才最终获准。 据悉，这22栋顶豪的主人分别有李嘉诚之子李泽楷、信置黄志祥、九龙仓吴光正、腾讯主席马化腾、其士集团已故创办人周亦卿、南丰集团董事长陈慧慧、染料大王汤恩佳等。 据查阅，石澳道19号的上一任主人是人称“十二少”的荣丰国际主席——钟斌铨。 1997年是香港楼市的巅峰，也是历史上最著名的泡沫顶点。这一年，意气风发的钟斌铨豪掷2.01亿港元买下了石澳道19号，这座独占山海的大宅不仅是身份勋章，更是家族实力的彰显。 但命运的伏笔早已在巅峰时埋下，亚洲金融风暴骤至，“八万五”建屋计划冲击、高息压顶，香港楼市断崖式崩盘。 2000年，荣丰国际业绩触底，营收腰斩、巨亏1.5亿港元；正是这一年，持货不足三年的钟斌铨不得不将石澳道19号以1.03亿港元的“割肉价”转卖给现房主，即英国玩具商人James William Hesterberg，这场交易也被称为“豪宅市场最震撼蚀让案”。 早在...

格隆汇2月13日｜索尼金融集团：本财年净利润预计为500亿日元。

索尼金融集团：本财年净利润预计为 500亿日元。（新浪财经）

格隆汇2月13日｜越南VN指数下跌1.1%，至1793.42点。

越南VN指数下跌1.1%，至1793.42点。

格隆汇2月13日｜据央视，2026年春运启动以来，大数据发现旅客在火车站的停留时间出现了明显变化。广州南站作为全国最繁忙的铁路枢纽之一，在这个春运平均每天承受着超过53万人次旅客的考验，比三年前春运时的同期增长了14%。虽然人数增加了，但车站却没有变得更拥挤，信令大数据对这次春运以来的分析发现，旅客在广州南站的平均停留时间比三年前春运同期大幅缩短了17%。

AMD Just Announced a Huge Turnaround. Is It a Buy? The Globe and Mail

格隆汇2月13日丨升辉清洁(02521.HK)涨10.58%，报1.1500港元，股价创历史新高，总市值22.42亿港元。

继西山区锦圣项目之后，远洋建管在昆明落地第二个不良资产盘活项目。 2月12日，远洋建管宣布签约昆明石林大商家复工代建项目，合作内容覆盖复工、销售及运营等环节。 据介绍，石林大商家项目位于石林县主城核心区域，总建筑面积约17万平方米，定位为纯商业社区，业态涵盖公寓、商街街区。 此次合作中，远洋建管将提供工程管理、营销管理、交付管理、客户服务及商业运营方案定制在内的“全过程、一体化”代建代销服务。 停工超七年 石林大商家项目所在片区人口集中、交通配套成熟，但项目本身在过去多年一直处于停工状态。 据项目历史资料及债权人相关文件显示，石林大商家由云南地可丰农资连锁销售有限公司开发建设，早期已完成部分主体结构和商业裙房施工。 由于开发企业资金链断裂，并卷入商品房认购合同纠纷及工程款支付纠纷，项目自2018年前后全面停工。 期间，项目方及部分债权人曾尝试通过债权人筹资自救、企业筹资自救和引入第三方合作等方式推进工程恢复，但因债权结构复杂，相关方案始终未能落地。 根据《关于正式成立债权人委员会共同推进“大商家”项目盘活的倡议书》内容，地可丰公司已无力推进后续建设，约百余户债权人（含购房业主）陆续通过线下会议、电话及微信等渠道表达对项目盘活的诉求。 倡议书提出，应正式成立债权人委员会，由施工方、金融机构、购房业主、普通债权和职工债权代表共同参与，以司法重整程序统筹推进资产处置和债权清偿。 与此同时，省级层面的烂尾楼整治工作启动，为项目盘活提供了新“窗口”。 2020年3月，云南省住房和城乡建设厅下发《关于全力清理整治烂尾楼的通知》，要求各州市在当年4月30日前全面摸清在建停工项目底数，制定处置工作方案，推动“烂尾及遗留问题”清零。 在该通知出台后，石林县人民政府制定并印发《石林大商家烂尾楼项目整治深化实施方案》，将石林大商家纳入重点整治项目名单。 据悉，远洋建管在正式签约前，已组织技术及成本团队多次进场，对项目资产现状展开“深度解剖”。 针对这一停滞多年的“硬骨头”，远洋建管从资产状况、负债结构、在建工程质量、安全隐患及剩余可开发体量等方面进行全维度诊断。 在此基础上，远洋建管形成了包含复工路径、建设节奏、销售节点与现金流安排在内的一揽子方案，并与地方政府和债权人进行沟通对接。 与此同时，远洋建管将配合主管部门推进报建完善、商品房预售许可和竣工备案等程序，使项目重新回到规范开发流程...

格隆汇2月13日｜2月11日，北京亦庄机器人科技产业发展有限公司与建湖县高新投资发展有限公司战略合作启动仪式，在北京亦庄Robot Mall机器人4S店举行。北京亦庄创新的Robot Mall模式正式输出长三角，双方携手打造江苏首家机器人售后维修服务中心，树立“机器人+”区域协同新标杆。

JPMorgan Chase & Co. strategists recommended selling two-year US Treasuries as a “tactical” trade, citing a resilient growth outlook that will make it hard for the Federal Reserve to cut interest rates aggressively. “The underpinnings of the economy are strong and it will be challenging for nominee Kevin Warsh to bend the FOMC to his will once he is confirmed and takes over as chair,” strategists led by Jay Barry wrote in a note, referring to the Federal Open Market Committee. The Wall Street bank’s view comes ahead of Friday’s crucial US inflation report that may provide fresh clues on the Fed’s next steps, with any sign of easing price pressures likely to fuel demand for shorter-dated, policy-sensitive government debt. Treasury yields have whipsawed this week, influenced by a technology stock selloff and strong US jobs data that helped spur debate about how Warsh — President Donald Trump’s pick to become the next Fed chair — will handle policy. Traders are now pricing a quarter-point Fed rate cut in July and another by the end of the year. Prior to the stronger-than-expected employment numbers earlier this week, they’d virtually priced in a reduction in June. The two-year Treasury yield edged up two basis points to 3.47% in Asia Friday trading, after declining about five basis points in the prior session. Some others disagree with JPMorgan. Hedge fund manager David Einhorn is betting that a Warsh-led Fed will lower interest rates “ substantially more ” than markets are currently predicting. The co-founder of Greenlight Capital said he has bought Secured Overnight Financing Rate futures on expectations of a rally if the Fed reduces borrowing costs more aggressively. JPMorgan expects US core CPI, which strips out food and energy, to have risen a “firm” 0.39% in January, due to early-year price pressures and the fading of lingering effects from the federal government shutdown. Bloomberg Economics’ estimate is for a 0.31% gain, matching consensus. “We think it will be...

格隆汇2月13日｜截至目前，南下资金净买入港股超50亿港元。

【有線新聞】立法會財委會通過綜援及公共福利金上調2.2%，追溯至今年2月起生效，有議員關注綜援計劃租金津貼的調整幅度是否切合實際情況。 林振昇：「3月簡樸房開始登記，會否有些業主不再租住給基層住戶？劏房市場有大遷徙，找不到樓，租金貴一兩千元也要租，想了解租金指數將來可以考慮劏房實際升幅。」 社署高級統計師（社會福利）連國樑：「參考甲類消費物價指數中的私人房屋租金，包括較低開支住戶負擔的租金，裏面已經包括劏房類型。」 署理勞工及福利局局長何啟明：「2020年7月檢討大幅綜援時，我們大幅提升租金津貼，最高金額增加27%。明白這一兩年香港租務市場比較活躍，特區政府同時興建更多公營房屋外，也有很多過渡性房屋給居民選擇。」

格隆汇2月13日｜据北京商报，在沪深IPO审核已明显提速的背景下，今年以来，北交所IPO的审核节奏也悄然加快。春节前最后一周，龙鑫智能、嘉晨智能、振宏股份3家北交所IPO企业密集上会，其中龙鑫智能、嘉晨智能已上会获得通过，振宏股份则将于2月13日上会迎考。而同期，沪深交易所则未有上会企业。从今年年内来看，北交所系IPO审核的“主阵地”。经同花顺iFinD统计，今年年初至春节前，沪深北三大交易所累计安排了23宗IPO审核，其中北交所累计安排审核宗数达16宗，占比近七成，且上会企业多于2025年下半年刚获受理。从过会率来看，截至2月12日，22宗已于年内完成上会的IPO项目中，20宗获得通过，占比90.91%。与此同时，企业过会后的IPO流程也在同步加快；截至目前，20家过会企业中，已有4家顺利拿到证监会同意注册批文。

据南宁日报消息，南宁市2025年生产总值6212.46亿元，比上年（下同）增长4.7%，成为广西首个GDP跨越6000亿元的城市。南宁市在“十四五”期间地区生产总值连续突破5000亿元、6000亿元大关，首府经济综合实力和辐射带动能级迈上了新台阶。 这一数字背后，不仅是经济总量的跃升，更折射出南宁市经济发展格局的深层变迁，呈现出“贡献大、动力足、上台阶”的鲜明特点。一是贡献大，2025年全市G 经济大市挑大梁 关键指标增速均高于全区平均水平，发挥出了经济大市挑大梁、打头阵的作用。 二是动力足，三次产业结构持续优化。一产占比10.6%，农林牧渔业总产值居全区首位；二产占比19.3%，工业增加值突破900亿元；三产占比70.1%，新业态新模式不断发展壮大。三是上台阶，全市发展基础、产业培育、科技创新等要素积累实现新提升，为迈向更高发展层次构筑坚实支撑。 从总量上看，2025年，南宁GDP 6212.46亿元，成为广西首个GDP跨越6000亿元的城市。把时间线拉长，过去20年，南宁连续跨过了6个千亿级台阶，特别是在“十四五”期间，南宁接连跨过了5000亿元、6000亿元两个大关。 但从增速来看，南宁4.7%的GDP增速并未达到全省“平均线”（5.1%），也未能完成其在2025年定下的预期目标（5%左右）。从细分数据来看，南宁去年规上工业增速达9.1%，高于预期目标1.1个百分点，“三驾马车”中，社消零增长4.1%，比上年快3.8个百分点；出口549.04亿元，增长19.3%；固投增速则出现了大幅下滑，下降15.2%。 不过，去年南宁的投资结构有所优化，工业民间投资增长17.7%。此外，大规模设备更新政策也促进了企业加大设备购置，带动设备购置投资增长21.2%，占固定资产投资比重为18.5%，比上年提高5.6个百分点。 正如南宁“十五五”规划建议中所指，南宁仍处于新旧动能转换和经济结构调整的阵痛期，首府城市功能还需进一步丰富和提升，经济和社会发展中老问题、新挑战仍然不少，包括现代化产业基础较弱，科技创新效能不高，对内对外开放渠道不够顺畅等。 全力抢开局，日前，南宁印发《2026年春节期间及一季度鼓励工业企业稳岗增效若干政策措施》，围绕加快项目建设等关键环节，推出了一系列针对性的激励与保障措施。比如对一季度实际完成投资3000万元以上的制造业项目，按投资同比增量的0.5%给予...