"两国元首釜山会晤后，双方通过中美经贸磋商机制，在各层级持续保持沟通。" 用好中美经贸磋商机制 有记者提问称，美国贸易代表近期在达沃斯表示，在4月份可能举行的中美领导人会晤之前，中美有可 能开启新一轮的经贸谈判。 对此，何咏前表示，2025年，在中美两国元首战略引领下，中美双方秉持平等、尊重和互惠的精神，先 后开展了5轮磋商，取得一系列积极成果，充分证明中美双方通过平等对话磋商，能够找到解决经贸分 歧的办法。 芬兰总理成功访华 何咏前表示，访问期间，中国商务部和芬兰经济事务与就业部签署了《关于加强中芬创新企业合作委员 会工作的谅解备忘录》，共同主办了中芬创新企业合作委员会第六次会议，奥尔波总理与王文涛部长出 席会议闭幕式并致辞。 1月29日，商务部举行例行新闻发布会。商务部新闻发言人何咏前就近期国际热点经贸话题进行回应。 何咏前称，两国元首釜山会晤后，双方通过中美经贸磋商机制，在各层级持续保持沟通，共同推动落实 元首会晤重要共识和吉隆坡经贸磋商成果。下一步，中方愿与美方共同维护好、落实好两国元首重要共 识，用好中美经贸磋商机制，管控分歧，推进合作，促进中美经贸关系稳定、健康、可持续发展。 1月25日至28日， ...

国际医学在互动平台表示，公司旗下医疗机构暂不涉及器官移植和基因治疗。 （文章来源：第一财经） ...

今天早盘，稀土永磁板块一度涨超4%。事实上，除了黄金，稀土市场也是一片红火。1月以来，不少稀 土品种价格"飞起"。根据包头稀土产品交易所数据，1月28日氧化钇均价报7.7万元/吨，较去年底涨了 33.46%；氧化钕和氧化镨更猛，均价分别涨到73.25万元/吨、73.33万元/吨，较去年底涨超12万元/吨， 涨幅约20%。为啥涨这么猛？供应上，国内稀土开采配额增速偏低，中重稀土配额一直稳定。国外方 面，缅甸局势动荡，越南还禁止稀土原矿出口，全球稀土供应一下子就紧张了。而在需求上，新能源汽 车、人形机器人、低空经济等新兴领域对稀土的需求不断增长。中信证券表示，全球稀土资源战略地位 持续提升，配额管制叠加需求大增，刚性逻辑或持续加强，预计稀土供需缺口或持续扩大。 ...

曾经浙系"四小龙"之一的德信中国创始人旗下杭州豪宅遭法拍抵债，较起拍价溢价约58万成交。除此之 外，深圳华侨城纯水岸一栋别墅成交单价达57万元/平方米、北京朝阳区景林路9号院的独栋别墅以1.43 亿元成交…… 核心城市高价法拍房扎堆成交，已经成为法拍市场上的一抹亮色。据中指研究院数据，2025年全年成交 总价Top500房源中，约400套分布在深沪京广杭五个城市，占比约8成。这些核心地段的稀缺豪宅，如 上海老洋房、深圳顶豪因地段不可复制性受高净值买家争抢，溢价显著。 整体来看，法拍市场当前呈现出降温的态势，挂拍量、成交量、成交金额均呈下滑态势，并且参拍者也 更倾向于在价格更具吸引力的二拍阶段出手。业内认为，后续司法拍卖仍将是房地产风险资产处置的主 渠道。 稀缺豪宅被争抢 德信中国创始人胡一平被拍卖的房产是杭州老牌一线江景豪宅，毗邻钱塘江，建面约377平米，为上下 跃层。由于此前的一笔债权问题，该处抵押房产被公开拍卖，起拍价为3141.4万元。1月下旬历经5轮出 价，该房产最终以3199.4万元敲定成交，溢价58万元。 核心城市的豪宅溢价成交，在过去一年的法拍市场里并不罕见，且时常引起广泛关注。 2025年10 ...

高盛和瑞银均已下调了对雅加达综合指数的评级。高盛还表示，在极端情况下，可能会引发超过130亿美元的资金流出印尼股市。瑞银分析师蒂鲁 马拉伊（Sunil Tirumalai）在报告中写道："我们认为，在监管政策明朗化以及MSCI重新评估之前，印尼股市整体的不利局面可能会持续存在。" 在指数编制公司明晟（MSCI）发出警告后，印度尼西亚股市今日（29日）继续下跌，录得30年来最糟两日走势。印尼盾也录得去年10月来最大跌 幅。高盛和瑞银都调降了对印尼股市的评级，高盛预计在极端情况下，将有130亿美元流出印尼股市。 30年来最严重两日跌幅 1月29日，印尼股市进一步陷入动荡。MSCI对其市场投资可行性的警告引发了印度尼西亚股市近30年来最严重的两日暴跌。 印尼基准雅加达综合指数今日上午交易时段一度暴跌10%，触发30分钟停牌。根据交易所规则，下一次熔断机制将在跌幅达到15%时触发，届时交 易将再次暂停30分钟。周三，雅加达综合指数盘中也一度跌超8%，并触发熔断机制，市场交易暂停30分钟，最终收跌7.35%。印尼国有银行以及与 大型企业集团有关联公司的权重股都遭遇巨大的抛售压力。如果周四的跌势持续，印尼股指可能进入技术 ...

四方保供中心正建在争讼中的土地之上。而身在其中显得尴尬并提心吊胆的，则是四方保供中心的负责 人段绪强。 1月16日，段绪强在接受第一财经记者采访时说，自己在投建前从来不知道相关土地存在争议。 投资人说，自己在投建前从来不知道相关土地存在争议。 临近年关，位于徐州市西北郊的徐州四方农产品保供中心显得愈发热闹。从凌晨1点到中午12点，整个 市场都被此起彼伏的叫卖声、讨价还价声包裹，一片城市烟火的气息。 但市场红火的背后，一场围绕保供中心所在区域部分土地的争夺战，也变得愈发激烈。 一方是徐州市淮海国际港务区柳新镇唐沟村村委会（下称"唐沟村村委会"）。其对外宣称，徐州四方农 产品保供中心（下称"四方保供中心"）承租的，是村里的"村集体存量建设用地"；另一方，则是徐州矿 务集团有限公司（下称"徐矿集团"），凭借手中持有的土地证，起诉要求唐沟村村委会返还相关土地。 段绪强说，目前已经开业的为保供中心一期，占地100余亩。而这100亩土地，是2025年3月，其从徐州 市柳新镇唐沟村租赁的，土地性质为"村集体存量建设用地"。根据租赁协议，租赁价格为6000元/亩， 每五年上涨1000元。 柳新镇副镇长李建秋则告诉记者，整个保 ...

据消费者芳芳回忆，2025年第三季度的时候，她去水贝购买了一件重量为10克的金饰，在买完之后，金饰克价就开始疯狂飙涨。除了金价上涨外，受黄金税 收政策调整的影响，再难以在水贝购买到克价那么便宜的金饰。那一次是她印象中短期内最后一波买金的风口。 有消费者感慨这两年金价涨得已经超越认知。 克价从1400元左右涨到1700元以上，金饰在两周内"身价大增"。 1月29日，国际金价一度突破每盎司5500美元，国内头部黄金品牌的金饰克价也创下历史新高。大部分品牌金饰的足金克价突破1700元大关，其中周大福 1706元/克，周生生1708元/克，六福珠宝1704元/克，潮宏基1706元/克。据第一财经记者初步估算，约在两周时间里，以周大福为代表的头部黄金品牌的金 饰克价呈现出近20%的涨幅，这在过往金饰价格波动周期中属于较少见的情况。 两周前，在第一财经记者走访各大品牌金饰门店时，大部分品牌的金饰克价还在1400元出头。以周大福为例，按1月29日的金饰克价计算，一个35克的金镯 的现价与两周前的报价相比，在门店优惠与工费不变的情况下，仅克重价的差额就已经高达9800元。 有金店店员告诉记者，很难讲金价是否能回到以前的价格， ...

Core Viewpoint - The three major stock indices closed mixed, with the Shanghai Composite Index up by 0.16%, while the Shenzhen Component Index and the ChiNext Index fell by 0.3% and 0.57% respectively. The STAR Market Index dropped by 2.63% [1] Group 1: Stock Performance - The liquor sector experienced a surge, with Kweichow Moutai rising over 8% [1] - Gold stocks continued their strong performance, with multiple stocks reaching new highs [1] - AI application themes were active, particularly in the short drama and gaming sectors, leading the market [1] Group 2: Sector Movements - Real estate, insurance, and banking sectors showed notable gains [1] - Semiconductor, computing hardware, commercial aerospace, and humanoid robot concept stocks experienced significant pullbacks [1] Group 3: Market Activity - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 32,594 billion yuan, an increase of 2,671 billion yuan compared to the previous day [1] - Over 3,500 stocks in the three markets closed in the red [1]

Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 3.23 trillion yuan, an increase of 264.6 billion yuan compared to the previous trading day [1][6] - The A-share market experienced fluctuations, with the Shanghai Composite Index closing up by 0.16%, while the Shenzhen Component Index and the ChiNext Index fell by 0.3% and 0.57%, respectively [1][2] Sector Performance - The liquor sector saw a surge, with Kweichow Moutai rising over 8%, and nearly 20 stocks in the sector hitting the daily limit [2] - Oil and gas stocks continued to perform strongly, with Intercontinental Oil and Gas achieving five consecutive trading limits in seven days [4] - The semiconductor, computing hardware, commercial aerospace, and humanoid robot sectors experienced noticeable pullbacks [2] Individual Stock Highlights - Notable gainers in the liquor sector included: - Jinzhongzi Wine: +10.04% [3] - Liquor stocks such as Luzhou Laojiao and Wuliangye also saw increases of +10% [3] - In the oil and gas sector, Keli Co., Ltd. surged by 29.99%, while Tongyuan Petroleum and Qianeng Hengxin rose by 20.04% and 20.00%, respectively [5] Capital Flow - Main capital inflows were observed in the media, food and beverage, and real estate sectors, while outflows were noted in the semiconductor, non-ferrous metals, and home appliance sectors [9] - Specific stocks with significant net inflows included Kweichow Moutai (3.339 billion yuan), Bluefocus (2.898 billion yuan), and Wuliangye (1.703 billion yuan) [10] - Conversely, Industrial Fulian, Sungrow Power, and SMIC faced net outflows of 6.531 billion yuan, 1.787 billion yuan, and 1.427 billion yuan, respectively [10] Institutional Insights - Citic Securities noted that the index faces pressure above and support below, emphasizing the need to monitor changes in trading volume [11] - Dexun Securities suggested that the index is likely to maintain narrow fluctuations in the short term [11] - Dongwu Securities indicated that if trading volume effectively supports the market, there is potential for the market to reach new highs in the short term [11]

Core Viewpoint - The rising gold prices have significantly increased the demand for gold leasing among gold-using enterprises, leading to substantial growth in their leasing activities, which are now measured in tons [1][6]. Group 1: Gold Leasing Demand and Participants - The international gold price has recently surpassed $5,500 per ounce, with a year-to-date increase of nearly 30% [1]. - Gold leasing involves institutions and enterprises applying to banks or leasing companies to rent gold, which is a mature industry with participants including mining companies, banks, and gold-using enterprises [1][2]. - Companies like Xiamen Xinda and others have been involved in gold leasing since 2017, with financing amounts typically between 500 million to 1 billion yuan [2][12]. Group 2: Scale of Gold Leasing - The total gold leasing plans disclosed by several listed companies for 2025 amount to approximately 9,060 kilograms, close to 10 tons [6]. - Companies such as Zhou Dazheng and Hunan Gold have announced significant increases in their gold leasing limits, with Zhou Dazheng planning to lease up to 5,000 kilograms in 2025, up from 2,200 kilograms in 2021 [4][5]. Group 3: Role of Banks - Banks are the primary players in the gold leasing market, renting out gold to enterprises and earning stable leasing fees [6][8]. - The People's Bank of China regulates gold leasing, allowing only banks to lend gold to non-financial institutions, making banks the key players in this market [7]. Group 4: Cost Management and Financing - Gold leasing allows enterprises to avoid large upfront investments in gold, significantly alleviating cash flow pressures [9]. - Companies can use a combination of leasing and forward contracts to lock in gold costs and mitigate price volatility risks [9][10]. - Some companies, like Xiamen Xinda, utilize gold leasing as a financing method by selling the leased gold immediately and using the proceeds to meet liquidity needs [12][13]. Group 5: Risks and Challenges - The rapid increase in gold prices poses risks for companies engaged in gold leasing, as they may face high repayment costs and accounting discrepancies [15][16]. - Companies like China Gold have reported significant losses due to the mismatch between historical costs and market values during periods of rising gold prices [16]. - Regulatory scrutiny has increased, limiting the potential for arbitrage and exposing companies to compliance risks [17].