【环球网科技综合报道】1月25日消息，中国船舶集团有限公司旗下沪东中华造船（集团）有限公司与中国船舶工业贸易有限公司，联合与希腊卡迪夫航运 集团旗下卡迪夫气体运输公司成功签署4艘17.4万立方米液化天然气运输船建造合同，合同还包含2艘备选订单。这是卡迪夫气体运输公司首次选择在中国订 造LNG运输船，从双方接洽到最终签约仅历时56天。 当前全球新船市场保持活跃态势。航运研究机构克拉克森的数据显示，2025年全球新船订单量虽较2024年有所回落，但仍处于历史较高水平。在全球船舶市 场竞争中，中国船企表现亮眼，以载重吨计算，2025年中国船企承接了全球约63%的新船订单，国内多家主要船厂的手持订单生产计划已排至2029年至2030 年，彰显了中国船舶工业在全球市场的重要地位。 另据消息，中远海控1月13日披露两笔新造船项目，合计投资187.68亿元。其中，中远海控旗下子公司向江南造船（集团）有限责任公司、中国船舶工业贸 易有限公司订造12艘18000TEU型LNG双燃料动力集装箱船，每艘合同造价13.99亿元，交易总价达167.88亿元，预计2028年至2029年陆续交付。（纯钧） 这一合作对中国船舶工业具有里程碑 ...

【环球网报道】据美国Axios新闻网1月24日报道，两名知情人士透露，白宫请求以色列总理内塔尼亚胡允许以色列总统赫尔佐格出席在达沃斯世界经济论坛 年会上举行的"和平委员会"启动仪式，但遭到内塔尼亚胡拒绝。 美国总统特朗普22日同10余个国家和地区代表在瑞士达沃斯签署文件，启动所谓加沙"和平委员会"。现场签字方中不包括巴勒斯坦和以色列代表。媒体称， 有批评人士认为，美国此举将削弱联合国权威。部分受邀国家拒绝加入或态度谨慎。 据此前报道，关于美国主导的加沙"和平委员会"，以色列总理府当地时间17日发表声明称，美国公布的 "和平委员会"旗下"加沙执行委员会"成员名单，并未 与以方协调，且与以色列政策相悖。"加沙执行委员会"成员名单包括土耳其外交部长费丹和卡塔尔高级官员，而土耳其和卡塔尔一直严厉批评以色列在加沙 地带的军事行动，这很可能是促使内塔尼亚胡政府发表这一声明的原因之一。不过，以色列总理办公室当地时间21日宣布，以色列将加入特朗普提出的加 沙"和平委员会"。 Axios称，白宫希望有一位以色列高级官员与其他中东领导人一起上台，以表明特朗普的加沙和平计划在双方都有广泛支持。鉴于国际刑事法院发出的逮捕 令，内塔尼 ...

Core Viewpoint - The relationship between Russia and China is emphasized as a significant stabilizing force on the global stage, particularly amid current geopolitical turbulence [3]. Group 1 - Russian Foreign Ministry spokesperson Zakharova attended an event at the Chinese Embassy in Russia, highlighting the ongoing collaboration between the two nations [3]. - Discussions at the event included joint projects, achievements, and future work, indicating a proactive approach to bilateral relations [3]. - Zakharova expressed that the friendship between Russia and China transcends formal documents, reflecting genuine communication, mutual respect, and shared responsibility for building the future [3].

Group 1 - The A-share market has seen a surge in institutional research interest, with nearly 500 listed companies disclosing investor research records this year, and over 800 institutions conducting research on A-share companies in just one week [1] - Daikin Heavy Industries has attracted significant attention, leading with 209 research institutions, due to its strong performance in the overseas offshore wind power market [3] - The company expects a substantial increase in net profit for 2025, projecting a range of 1.05 billion to 1.2 billion yuan, representing a year-on-year growth of 121.58% to 153.23% [3] Group 2 - Daikin Heavy Industries attributes its explosive growth to the rapid increase in the number and value of projects delivered in the overseas offshore wind market, along with enhanced product construction standards and systematic service models [3] - Institutions are particularly interested in the company's bidding progress for offshore wind projects in Europe and other overseas markets, with Germany, Japan, the Netherlands, and Poland identified as key markets [3] - In Germany, the company has a high market share in the offshore wind foundation sector and has secured port resources at Cuxhaven, providing a local service advantage [3] Group 3 - Xiangyu Medical is focusing on expanding into "Belt and Road" countries, prioritizing products with FDA and CE certifications, and exploring cross-border e-commerce for consumer-level therapy devices [4] - Haitan Ruisheng has announced plans to expand its overseas bases, having integrated a data annotation base in Southeast Asia, which is expected to contribute millions in revenue by 2025 [4] - The company plans to establish a second localized delivery base in Southeast Asia by 2026, anticipating an increase of around 500 personnel at its overseas bases by the end of 2026 [4]

【环球网财经综合报道】近日，银行业理财登记托管中心发布《中国银行业理财市场年度报告（2025年）》（以下简称《报告》）。数据显示，2025年我国 银行理财市场延续稳健发展态势，存续规模与投资者收益均实现新突破，多项关键指标再创历史新高。 资产配置方面，银行理财仍以固收类资产为核心。2025年末，理财产品投向债券类、非标准化债权类、权益类资产余额分别为18.52万亿元、1.82万亿元、 0.66万亿元，占总投资资产的比例依次为51.93%、5.10%、1.85%。值得关注的是，理财产品对公募基金的配置力度显著增强，2025年末投向公募基金的资产 占比达5.1%，较上一年提升2.2个百分点。 投资者数量与收益表现同步向好。截至2025年末，持有理财产品的投资者数量达1.43亿个，较年初增长14.37%，其中个人投资者新增1769万个，机构投资者 新增31万个。全年理财产品累计为投资者创造收益7303亿元，较2024年增长2.87%，整体收益保持稳健。分主体看，银行机构与理财公司分别贡献收益1132 亿元、6171亿元，2025年理财产品平均收益率为1.98%。 销售渠道进一步多元化。2025年，理财公司积极拓展母 ...

Core Viewpoint - The Shanghai Securities Regulatory Bureau has imposed a record administrative penalty exceeding 410 million yuan on Zhejiang Ruifengda Asset Management Co., Ltd. and its related private equity institutions for illegal activities, with the core responsible person, Sun Wei, receiving a lifetime ban from the securities market [1][3]. Group 1: Penalty Details - A total of seven administrative penalty decisions were issued, with fines exceeding 410 million yuan, marking a new high in the private equity sector [1][3]. - Ruifengda was fined 1 million yuan for submitting false information about its actual controller, while Shanghai Riying was fined 14 million yuan for illegal investment operations [3]. - Four related private equity firms were fined between 1 million and 5 million yuan for concealing information about their actual controllers [3]. Group 2: Operational Malpractices - Since its establishment in 2016, Ruifengda has been involved in fraudulent operations, falsely claiming to have various investment strategies while actually relying on a small team and inflated net value data through related party transactions [4]. - The company attracted investments by promising guaranteed annual returns of 8% to 13% and used complex structures to mislead investors [4]. - Funds raised were funneled into New Third Board stocks, with manipulative trading practices leading to significant losses for investors [4]. Group 3: Regulatory Response - The China Securities Investment Fund Industry Association has simultaneously revoked the management registrations of Ruifengda and eight related private equity institutions [3]. - The regulatory authorities emphasized their commitment to strictly enforce laws against illegal fundraising and other serious violations in the private equity sector [4]. - The case has been referred to law enforcement for potential criminal prosecution, indicating a robust approach to accountability in the industry [3].

【环球网财经综合报道】当地时间本周五，标普全球公布的最新PMI报告显示，美国商业活动在2026年1月虽保持增长态势，但扩张速度较2025年下半年显 著降温。数据显示，尽管制造业增长加快并反超服务业，但受出口下滑拖累，两大行业的新订单增长近期均出现放缓迹象，加之就业增长几近停滞，释放出 美国经济开局动能减弱的信号。 具体数据显示，美国1月标普全球制造业PMI初值录得51.9，略高于12月的51.8但微低于市场预期的52；服务业PMI初值持平于12月的52.5，同样略低于预期 的52.9；综合PMI初值为52.8，虽较上月微升，但亦低于预期的53。 标普报告显示，虽然产出端出现一定韧性，但需求端的疲软引发关注。新订单指数虽从12月的50.8回升至52.2，但整体增速仍处于偏弱水平，出口下滑成为 主要拖累因素。标普全球市场财智首席商业经济学家Chris Williamson分析认为，当前的新增业务增长率令人担忧地偏弱，强化了一季度经济增长可能不及 预期的信号。据调查估算，12月和1月美国的年化GDP增速约为1.5%，低于去年秋季的扩张节奏。 就业市场方面呈现出令人失望的表现。1月就业人数基本保持不变，延续了12月的 ...

此外，高盛在最新报告中维持"买入"评级，并建议在1月29日财报发布前"抄底"。高盛设定的目标价为320美元，预计苹果当季营收约1374亿美元（同比增长 约11%），其中iPhone业务营收约780亿美元（同比增长约13%）。增长动力主要来自销量提升（特别是中国市场复苏）和高端机型推动的平均售价上涨。 高盛认为，iPhone 17系列的需求优于前代，未来折叠屏iPhone的推出将推动苹果走向"一年两更"的发布节奏。结合iOS和Siri的升级以及与谷歌Gemini的合 作，iPhone作为AI时代首选硬件入口的地位将得到巩固。 市场方面，截至本周五美股收盘，苹果报248.04美元，当日微跌0.12%，本周累计下跌近4%。相较于去年12月创下的约288美元高点，其股价回撤幅度约 13.8%。 2026年伊始，市场风向发生转变，工业、医疗保健及小盘股表现优异，而以科技股为主的指数则有所降温。这一轮动促使投资者重新审视巨头们的高估值。 摩根士丹利的数据显示，标普500指数的中位数市盈率为19倍，而市值加权指数的中位数市盈率则高达22倍，这意味着市值最大的公司正享受着显著的估值 溢价。苹果目前的市净率高达51倍，远高于行 ...

Group 1: Economic Overview - The U.S. economy showed robust growth last year, with consumer spending demonstrating remarkable resilience, contrasting with a pessimistic outlook from corporate executives [1] - The S&P 500 index has achieved double-digit growth for three consecutive years and is at historical highs, leaving little room for error in the market [1] Group 2: Airline Industry Insights - Delta Airlines expressed caution regarding profit outlook amid uncertainties, while United Airlines CEO Scott Kirby noted that global tensions could dampen travel demand [1] - Kirby highlighted that U.S. military actions in Venezuela have had a "measurable negative impact" on bookings in the Caribbean [1] - A proposed cap on credit card interest rates has unexpectedly impacted the airline industry, revealing vulnerabilities in the deep ties between airlines and the financial sector [1] Group 3: Consumer Goods Sector Challenges - McCormick's CEO acknowledged a volatile market environment, with inflation, geopolitical issues, trade uncertainties, and rising unemployment risks affecting consumer confidence [2] - McCormick's stock experienced its largest decline in two years due to fourth-quarter performance and annual guidance falling short of expectations [2] - Procter & Gamble also noted similar disruptive factors, with government shutdowns affecting food assistance programs and consequently impacting low-income consumers' purchasing power [2] Group 4: Industrial Sector Dynamics - Fastenal's CFO described mixed signals from the U.S. economy, particularly in the industrial sector [2] - JB Hunt Transport Services reported instability in the freight market at the beginning of the year, despite tighter immigration policies limiting labor supply [2] - 3M's stock fell significantly after providing a lower-than-expected outlook, citing uncertainty in its consumer and automotive businesses [2] Group 5: Policy Uncertainty Impact - Interactive Brokers' chief strategist noted that policy uncertainty is overshadowing positive corporate news, complicating management planning for executives [3]

BBC称，英国首相斯塔默24日早些时候与特朗普通话，并在电话中提到特朗普相关言论。随后，特朗普 在其社交媒体上发帖赞扬英国军队，称"英国伟大而勇敢的士兵将永远与美国站在一起！" 【环球网报道 记者 索炎琦】据美国有线电视新闻网（CNN）、法新社等媒体报道，在因关于北约盟友 在阿富汗战争中"脱离前线"言论激怒英国等一众盟友后，美国总统特朗普当地时间周六（24日）在其社 交媒体上发帖赞扬英国军队。法新社称，这似乎意味着特朗普"部分收回"了他的相关言论。 法新社称，特朗普上述言论一出，引发众多北约盟友愤怒。英国首相斯塔默23日说，特朗普有关北约盟 友军队在阿富汗战争中未上前线作战的言论"具有侮辱性且令人震惊"，特朗普应就此道歉。挪威首相斯 特勒24日在社交媒体上说，特朗普有关北约盟国士兵在阿富汗"脱离前线"的言论"缺乏尊重"。据CNN报 道，特朗普的"坚定盟友"——意大利总理梅洛尼24日也发声批评，称意方对特朗普相关言论感到"震 惊"。 不过，CNN提到，特朗普并未在帖文中提及其他北约盟友。 本周早些时候，特朗普在瑞士达沃斯接受美国福克斯新闻频道采访时称，美国"从来没有需要过"北约， 北约盟友"会说他们向阿富汗派了 ...