Group 1 - The meeting emphasized the importance of integrating development and security, promoting a higher level of safety in Shanghai, and ensuring accountability in governance [1] - It highlighted the need to implement Xi Jinping's thoughts on the rule of law and national security, focusing on early intervention and technology empowerment to resolve conflicts and identify risks [1] - The meeting called for a strong organizational framework to enhance the quality of governance and ensure effective execution of policies to support high-quality development [2] Group 2 - The meeting stressed the significance of modernizing social governance and improving community services through effective organization and mobilization of the public [2] - It aimed to combat formalism and reduce burdens on grassroots levels, encouraging a culture of practical execution among party members [2] - The meeting sought to create a collaborative effort to address corruption and misconduct, focusing on accountability and long-term governance mechanisms [2] Group 3 - The meeting discussed the importance of the Yangtze River Delta integration, aiming to enhance economic growth and innovation through collaborative efforts [3] - It emphasized the need to prioritize public needs and satisfaction in the implementation of community projects, ensuring quality and effectiveness [3] - The meeting aimed to establish a robust framework for integrated development, enhancing infrastructure connectivity and promoting high-level openness [3]

广东惠州一条国道旁的青草窝工业园区附近，一家从事动力电池回收的小作坊隐藏于此。近日，当第一 财经记者来到这里时，这家小作坊大门处只有一个蓝色门牌号，没有公司名称，且门岗管理森严，进出 均需登记。 整个园区内有6栋厂房，第一排厂房看上去并没有人办公，而走到后排，整个厂房真实的功能才呈现在 眼前，厂房外的水泥地上随意摆放着超过100件待拆解的旧动力电池包，有的电池包被撬开了一角，有 的电池包旁放着一台小型切割机。 在其中一个厂房内，5～6名工人各司其职：有人在检测电芯质量、有人操作钻床拆卸电池包、有人忙着 给"美化"后的拆机电池贴新膜，还有销售人员在联系客户准备发货。 根据该小作坊负责人吴雷（化名）的介绍，小作坊的业务流程较为简单：首先，从全国各地收购新能源 汽车动力电池包；其次，在厂子里拆开电池包，分成一块块的电芯，每块电芯检测过后，进行分组；再 次，质量好的电芯重新贴膜后，二次转手销售，而质量差的电芯就拆解提取有价值的金属，比如镍、 钴、锂等等。 这家小作坊看上去并不缺旧动力电池货源。记者所在的时间里，吴雷平均十几分钟就要接一个电话，他 会问对方是什么牌子的电池，电池容量多少，如果合适他再安排拖车去收货。 新 ...

共52只个股出现了机构的身影。 | 阴用共亚 | 1 V.V 1 /0 | 61 JU.VV | | --- | --- | --- | | 潜能恒信 | 20.00% | -3028.65 | | 准油股份 | 10.04% | -3334.69 | | 锌业股份 | 7.45% | -3425.86 | | 晓程科技 | 19.52% | -6443.25 | | 火炬田子 | -10.01% | -6700.45 | | 洲际油气 | 10.06% | -6948.66 | | 北方铜业 | 10.00% | -9979.30 | | 铜陵有色 | 10.06% | -14094.42 | | 北化股份 | -9.99% | -14498.79 | | 萃华珠宝 | -10.03% | -16479.46 | | 招金黄金 | 9.99% | -19436.77 | | 五粮液 | 10.00% | -29093.00 | | 振石股份 | 121.65% | -32296.93 | | 江西铜业 | 9.56% | -50507.89 | | 白银有色 | 9.99% | -69502.27 | 第□ ...

（文章来源：第一财经） 1月28日，中国人民银行行长潘功胜会见了来访的高盛集团董事长兼首席执行官苏德巍。双方就全球经 济金融形势、中国宏观经济政策、中美经贸关系等议题进行了交流。 ...

铃木在印度销售了184.42万辆汽车，在印度市场总销量中占比约56%。日本本土是铃木的第二大市场， 当年销售了72.9万辆，占比22.12%。 谁跌出了日系三强的位置？ 日产汽车在2025年全球销售量为320.21万辆，较去年同期下降4.4%，跌出日系三强。 1月29日，丰田、本田、铃木和日产四大日本汽车先后公布销量数据。其中丰田继续卫冕全球冠军，铃 木汽车以不到10万辆的微弱优势取代日产成为新的日系车三强之一。 分地区来看，日产在日本本土、欧洲以及中国出现了全面的溃败——在日本包括小型车在内的销量同比 下降15.2%，在欧洲和中国的同比降幅则达到了7.2%和6.3%。 本田汽车的主要市场是北美、中国、日本。2025年，本田在中国市场的生产量和销售量分别下滑了 16.4%和24.2%。 铃木汽车在2025年销售了329.5万辆汽车，同比增长1.4%。这也是铃木在近十多年来首次跻身日系三强 席位。 丰田汽车2025年累计销量1132.26万辆，同比增长 4.63%，连续两年首次实现同比增长。其中，丰田品 牌（含雷克萨斯）销量1053.68万辆，同比增长3.72%。 北美市场成为拉动丰田增长的强劲动力之一，当年丰 ...

Group 1 - Meinian Health plans to participate in the restructuring of Zhejiang Bangjie Holdings, aiming to become the controlling shareholder after the completion of the restructuring [3] - Baiyin Nonferrous Metals reported that the revenue from gold and silver products accounted for a low proportion of total operating income, with gold sales contributing 18.67% and silver sales 4.54% in the first half of 2025 [4] - Tiens Wind Power decided to implement a long-term production suspension for six wholly-owned subsidiaries to optimize resource allocation and focus on core businesses [5] Group 2 - Tongling Nonferrous Metals indicated significant uncertainty in the price fluctuations of its main products, with a low self-sufficiency rate for copper concentrate posing supply stability risks [6] - *ST Aowei received a notice of termination of listing due to its market capitalization falling below 500 million yuan for twenty consecutive trading days [7] - Foton Motor expects a net profit increase of approximately 1551% year-on-year for 2025, driven by sales growth in new energy vehicles and overseas markets [9] Group 3 - Beimo High-tech anticipates a net profit increase of 1076.16% to 1261.87% for 2025, supported by cost control and reduced credit impairment losses [10] - Zhongke Sanhuan forecasts a net profit growth of 566.23% to 899.35% for 2025, attributed to technological innovation and improved operational efficiency [12] - Wancheng Group expects a net profit increase of 222.38% to 266.94% for 2025, driven by growth in its retail business and improved sales margins [13] Group 4 - Huayi Technology anticipates a net profit increase of 191.52% to 330.34% for 2025, benefiting from product optimization and cost reduction measures [14] - Nanmo Biology expects a net profit growth of 269.49% to 423.44% for 2025, supported by increased revenue in the biopharmaceutical sector and improved cost control [15] - Baiao Saitu forecasts a net profit increase of 384.26% to 443.88% for 2025, driven by expansion in overseas markets and recovery in the domestic biopharmaceutical industry [16] Group 5 - Hailanxin expects a net profit increase of 387.47% to 631.2% for 2025, supported by advancements in technology and increased market share in marine observation [17] - Panjiang Co. anticipates a net profit growth of 205.3% to 264.83% for 2025, driven by increased coal production and reduced costs [18] - Huaguang New Materials expects a net profit increase of 104.67% to 141.88% for 2025, with significant growth in the electronic sector [20] Group 6 - Guo Sheng Securities forecasts a net profit increase of 25.44% to 67.25% for 2025, supported by active capital market participation and growth in various business segments [25] - Shengyi Technology expects a net profit growth of 87% to 98% for 2025, driven by increased sales of copper-clad laminates [26] - Sifutian anticipates a net loss of 30 million to 45 million yuan for 2025, although this represents a significant reduction in losses compared to the previous year [27] Group 7 - Maanshan Steel expects a net loss of 1.9 billion to 2.5 billion yuan for 2025, with a substantial reduction in losses compared to the previous year [28] - Shennong Seed Industry forecasts a net profit of 90 million to 120 million yuan for 2025, marking a turnaround from previous losses [30] - Jifeng Co. anticipates a net profit of 410 million to 495 million yuan for 2025, achieving a turnaround from losses [31]

Group 1: Trade and Investment Opportunities - The bilateral trade volume between China and the UK is projected to reach $103.7 billion by 2025, with service trade expected to exceed $30 billion and mutual investment stock nearing $68 billion [1][3] - The visit of UK Prime Minister Starmer to China is seen as a significant opportunity to enhance communication and provide clearer signals for bilateral economic and trade relations [1][2] - UK businesses are particularly interested in investment opportunities in growth sectors such as technology, green energy, advanced manufacturing, and services [2][3] Group 2: Manufacturing and Automotive Sector - The UK automotive industry views China as a critical market, being the largest automotive market and producer globally, which is essential for alleviating pressures on the UK supply chain [3] - Attracting new Chinese investors to collaborate with local supply chains could help mitigate the decline in UK automotive production [3] Group 3: Public Sentiment and Economic Expectations - The UK public expresses hope that the visit will enhance economic growth and trade relations, especially in light of the current economic slowdown and high inflation [4][5] - There is a strong desire among the public for increased Chinese tourism to the UK, as it directly impacts service industry revenues [5] - The importance of maintaining stable relations with China is emphasized, particularly in the context of rising living costs and the need for diverse external economic opportunities [5]

业内人士认为，贵州茅台等暴涨，接下来预计蓝筹股将会再次发力，因为稳定的业绩、较高的分红比 例，预计春节前其他高股息的"老登"股们将会出现轮动行情，包括银行、电力、医药等板块，投资者都 可以重点关注，抓紧春节前投资机会。 奶酪基金投资经理潘俊向第一财经分析， 1月29日白酒板块大幅上涨，催化来自地产预期改善与资金面 回暖，指数ETF成交量回落导致权重抛压缓解，同时批发价格延续回升、线下动销同比正增、回款发货 稳步推进，形成"以价换量"的积极信号，白酒行情持续性需跟踪春节前后价格能否继续回升。 潘俊认为， 在当前低利率及宏观不确定性环境下，高股息策略已从单纯的"防御"属性进化为"攻守兼 备"的底仓配置。在全球降息周期开启的背景下，高股息资产对全球配置型资金具有极强吸引力，资金 买入不仅是看中股息，更是交易中国资产的估值修复。 慧研智投投资顾问李谦对第一财经说，1月29日之前，本轮结构性市场行情呈现明显分化特征。以黄金 为代表的资源类板块及芯片、半导体等科技主线持续获得市场资金青睐，涨幅显著；而高股息板块中的 白酒、银行、电力、医药等领域则表现相对低迷，股价持续走低并创阶段性新低。临近春节，市场资金 开始出现向高股 ...

根据该小作坊负责人吴雷（化名）的介绍，小作坊的业务流程较为简单：首先，从全国各地收购新能源 汽车动力电池包；其次，在厂子里拆开电池包，分成一块块的电芯，每块电芯检测过后，进行分组；再 次，质量好的电芯重新贴膜后，二次转手销售，而质量差的电芯就拆解提取有价值的金属，比如镍、 钴、锂等等。 这家小作坊看上去并不缺旧动力电池货源。记者所在的时间里，吴雷平均十几分钟就要接一个电话，他 会问对方是什么牌子的电池，电池容量多少，如果合适他再安排拖车去收货。 小作坊的暴利生意何时止？ 广东惠州一条国道旁的青草窝工业园区附近，一家从事动力电池回收的小作坊隐藏于此。近日，当第一 财经记者来到这里时，这家小作坊大门处只有一个蓝色门牌号，没有公司名称，且门岗管理森严，进出 均需登记。 整个园区内有6栋厂房，第一排厂房看上去并没有人办公，而走到后排，整个厂房真实的功能才呈现在 眼前，厂房外的水泥地上随意摆放着超过100件待拆解的旧动力电池包，有的电池包被撬开了一角，有 的电池包旁放着一台小型切割机。 在其中一个厂房内，5～6名工人各司其职：有人在检测电芯质量、有人操作钻床拆卸电池包、有人忙着 给"美化"后的拆机电池贴新膜，还有销售人 ...

（文章来源：第一财经） 英国制药公司阿斯利康宣布，到2030年将在中国投资150亿美元，用于扩大研发和生产。 ...