（文章来源：第一财经） 在岸人民币兑美元北京时间16:30官方收报6.9453，较上一交易日官方收盘价上涨123点。 ...

Core Viewpoint - The European Union (EU) has increased unreasonable discriminatory measures against Chinese enterprises, exacerbating global trade frictions in a complex international trade environment [1][3]. Group 1: EU Measures Against Chinese Enterprises - The EU has intensified its anti-subsidy and anti-dumping investigations, surpassing the US in the amount of trade friction measures, which now exceed the latter's for the first time in 16 months [1]. - The trade friction index related to China reached 101 in January, indicating a high level of tension, with the EU having the highest index among 19 countries [1]. - The EU's carbon border adjustment mechanism (CBAM) has set significantly high default values for carbon emissions from Chinese products, disregarding China's achievements in green and low-carbon development [3]. Group 2: Chinese Response and Investment Outlook - The Chinese Ministry of Commerce criticized the EU's use of non-technical standards to restrict Chinese enterprises, claiming it distorts the market and threatens supply chain security [3][4]. - Chinese enterprises are optimistic about "going global," with a projected 7.1% increase in foreign direct investment by 2025, maintaining a top-three position globally for nine consecutive years [5]. - A survey indicates that nearly 80% of Chinese enterprises intend to expand or maintain their foreign investment, with 90% showing an increased willingness to use RMB for overseas investments [5][6]. Group 3: Support for Chinese Enterprises - The China Council for the Promotion of International Trade (CCPIT) is enhancing services for enterprises going abroad, including organizing business negotiations and improving the overseas service system [5][6]. - The CCPIT aims to create a comprehensive digital service ecosystem for enterprises, leveraging big data and artificial intelligence to support their international expansion [6].

Core Viewpoint - The potential for extreme financial turmoil exists as the strategy to address trade imbalances may lead to distortions in other areas of the global economy, particularly with the recent significant shifts in the foreign exchange market, including a drop in the dollar index to a four-year low and a notable rise in the yen [1] Group 1: Market Reactions and Predictions - As the February 8 election approaches, concerns are rising about the return of "high market trading," with the yen facing potential downward pressure despite recent gains [3] - The dollar to yen exchange rate was reported at 152.69, a significant drop from approximately 160 the previous week, indicating a shift in market sentiment [3] - Analysts predict that if the election consolidates the current administration's power, it may lead to further economic stimulus measures and a resurgence of "high market trading" strategies [3] Group 2: Economic Policies and Implications - High market trading strategies involve going long on Japanese stocks, shorting the yen, and betting on rising Japanese bond yields [3] - The Japanese government's proposed tax cuts, estimated to cost around 5 trillion yen (approximately 32 billion USD) annually, raise concerns about fiscal discipline regardless of the election outcome [3] - The Bank of Japan's decision to maintain interest rates may face pressure to delay rate hikes, potentially exacerbating yen depreciation [4] Group 3: Currency Intervention Speculations - Market participants are closely monitoring the possibility of coordinated intervention by the US and Japan in the foreign exchange market, following a recent "currency check" by the US Treasury [5] - The US Treasury has a foreign exchange stabilization fund of approximately 200 billion USD, which could be utilized to influence the yen's value if necessary [6] - Analysts suggest that even without actual intervention, signals of potential action could lead to a rapid unwinding of short positions on the yen [6] Group 4: Broader Economic Concerns - Trump's recent comments on the dollar's value being "very good" have been interpreted as tacit approval of a weaker dollar, which could influence market dynamics [7] - The expectation of government intervention is already priced into the yen's exchange rate, and failure to act could lead to renewed weakness in the yen [7] - The strategy of potentially allowing the dollar to depreciate against major trading partners may help reduce trade imbalances but could also trigger severe financial instability [7]

*ST华嵘公告，预计2025年年度实现的利润总额为700-850万元，预计2025年年度归属于上市公司股东的 净利润为650-800万元，归属于上市公司股东的扣除非经常性损益的净利润为600-750万元，与上年同期 相比，将实现扭亏为盈。预计2025年年度营业收入为1.85-1.95亿元，扣除与主营业务无关的业务收入和 不具备商业实质的收入后的营业收入为1.75-1.85亿元。 ...

广电电气公告，预计2025年年度实现归属于母公司所有者的净利润为亏损5000万元到-2600万元。报告 期内公司受外部市场环境影响，订单执行波动使得主营业务收入下降，大宗商品价格上涨使得成本上 升；同时美元汇率波动产生汇兑损失。 ...

丰山集团公告，预计2025年年度实现净利润3260万元到4860万元，同比实现扭亏为盈。2025年年度公司 业绩预计盈利的主要原因如下：报告期内，公司积极开展技术创新、开拓市场、降本增效等措施，从而 导致毛利率提高，费用下降，利润得到大幅改善。 ...

Group 1 - Trump emphasizes the importance of winning the midterm elections for the Republican Party, stating that losing control of Congress would jeopardize his tax and border policies as well as his agenda for a second term [1][2] - The White House Chief of Staff announced that Trump will engage with the public weekly before the midterm elections to discuss economic issues, highlighting the need for active participation in the elections [2] - Trump claims that since taking office, inflation, investment, and job growth have significantly improved, attributing domestic investment growth to tariffs and trade policies, and citing a record $18 trillion in investment commitments [3] Group 2 - Iowa Democrats criticize Trump's visit, arguing that his tariffs and economic policies have harmed the state's agriculture and worsened the economic outlook for its residents [4] - The Iowa Democratic Party Chair states that rising living costs and increasing layoffs contradict Trump's claims about affordability, attributing these issues to his disastrous policies [4] - Reports from bipartisan groups indicate that Iowa families are severely affected by tariffs, rising energy prices, and increasing healthcare costs, exacerbated by recent congressional actions [4][5]

光伏、储能等新能源业务正逐步成为一批以家电起家的龙头企业的新增长点，但其规模、盈利仍有待提升。 近日，创维集团（00751.HK）拟退市并分拆创维光伏上市，海尔新能源获B轮超10亿元融资，美的集团（000333.SZ）旗下电动重卡充电桩业务上线，格力 电器（000651.SZ）今年将量产光伏储能用碳化硅芯片消息曝光，TCL中环（002129.SZ）拟投资一道新能源……家电起家的龙头企业2026年都在深化布局新 能源的万亿赛道。 经历了四五年的孵化和发展，新能源业务已经成为这些龙头企业的新增长点，但是发展规模、业务布局、盈利水平仍有待进一步提升或完善。创维光伏董事 长范瑞武1月27日向第一财经记者表示，"新能源是长坡厚雪，才刚刚开始。" 向"光"而行，欲从量变到质变 家电市场已进入成熟期，增速放缓。在国家"碳中和"战略下，家电龙头四五年前已开始布局新能源业务，部分企业的光伏、储能业务已到了从量变到质变的 临界点。 创维集团创始人黄宏生透露，创维2025年光伏业务的收入预计将首次超过彩电业务收入。创维集团从2020年开始涉足光伏领域，先利用国内彩电销售网络， 在农村发展户用分布式光伏业务，后来延伸到组件、支架、逆 ...

Group 1 - The core viewpoint of the article highlights the sustained competitive advantage of the new energy vehicle (NEV) industry during the "14th Five-Year Plan" period, with an average annual growth rate of 49.5% in manufacturing and sales revenue [1] - The clean energy generation sector, represented by wind, solar, hydro, and nuclear power, has also shown robust growth, with an average annual revenue increase of 13.9% [1] - By 2025, the green industry is expected to maintain a rapid growth rate, with NEV manufacturing projected to grow by 14.3% year-on-year and clean energy generation revenue expected to increase by 17.3% year-on-year, accounting for 38.5% of total electricity production revenue, which is a 6.9 percentage point increase from 2021 [1]

（文章来源：第一财经） 据外媒报道，SK海力士将注销12.2万亿韩元库存股票。 ...