特朗普威胁委内瑞拉代理总统。 当地时间1月4日，美国总统特朗普对委内瑞拉代理总统罗德里格斯发出威胁，称她如"不做正确的事"将 付出"沉重代价"。特朗普还称美国或继续对外干预，美"绝对需要格陵兰岛"。 当地时间1月4日晚，美国总统特朗普在搭乘"空军一号"专机从佛罗里达州返回华盛顿途中再次威胁哥伦 比亚总统佩特罗，称佩特罗"当不了太久（总统）"。 在回答随行记者有关"美国是否会在哥伦比亚开展一次类似行动"的提问时，特朗普称："这听上去挺不 错的。" 特朗普当天在接受美国《大西洋》月刊记者电话采访时说，如果罗德里格斯"不做正确的事"将付出"沉 重代价"，"可能比马杜罗的代价还要高昂"。报道说，特朗普明确表示，他不会容忍罗德里格斯公然反 对美国对委内瑞拉进行的军事行动。 特朗普还宣称，委内瑞拉可能不会是美国干预的最后一个国家，并称"我们绝对需要格陵兰岛"。 美国3日凌晨突袭委首都加拉加斯等地，强行控制委总统马杜罗夫妇并将他们带至美国。特朗普3日中午 在新闻发布会上曾称，罗德里格斯已宣誓接任委总统，并与美国务卿鲁比奥通电话，表示会配合美方。 罗德里格斯随后在委国家电视台发表讲话说，马杜罗是委内瑞拉"唯一的总统"，委内瑞 ...

格力积极响应2026年家电国家补贴政策，切实让利消费者。我们承诺，格力家用空调不涨价。同时，为满足格力家用 空调十年免费包修服务标准，我们暂无"铝代铜"相关计划。未来若相关研究能完全满足格力质量和技术标准要求并正 式应用，我们将予以明确标注，充分保障消费者的知情权与选择权。 1月5日，据"格力文传"公众号，格力发布《关于近期市场关切问题的说明》。 近期，公司陆续收到投资者及媒体就部分企业推出空调涨价和"铝代铜"计划等相关问题的咨询，询问公司的态度和计 划。公司现说明如下： 来源：格力文传 （文章来源：证券时报） ...

脑机接口概念股集体暴涨。 公历2026年首个交易日（1月5日）上午，A股市场强劲上行，其中上证指数向上突破4000点整数大关。 在上周五（1月2日）大涨后，上午港股市场涨势趋缓。 值得注意的是，受到相关消息提振，上午A股市场和港股市场的脑机接口概念股集体暴涨，相关个股掀涨停潮。 沪指冲上4000点 传媒、有色金属、计算机等板块涨幅亦居于市场前列。 石油石化板块走低，中国石油跌超4%，中国海油跌近4%，拖累该板块表现。 银行板块也整体走低，截至发稿，浦发银行跌近5%，中信银行、工商银行、中国银行、建设银行、农业银行等跌幅居前。 脑机接口概念爆发 概念板块方面，A股市场脑机接口概念大涨，相关概念股批量涨停。相关概念股中，倍益康30%涨停，博拓生物、三博脑科、狄耐克、冠昊生物、爱朋医 疗、翔宇医疗、伟思医疗、熵基科技、谱尼测试、麦澜德、乐普医疗等多股20%涨停，荣泰健康、创新医疗、南京熊猫等多股10%涨停，还有多股涨幅超 过10%。 | 脑科学(脑机接口)(02251393) Q C | | | | --- | --- | --- | | 午间休市 01-05 11:30:25 | | | | 1166.53 L1 ...

Core Viewpoint - The "15th Five-Year Plan" marks a new journey for China's capital markets, emphasizing high-quality development and reform to support the modernization of the economy [2][5]. Group 1: Shanghai Stock Exchange (SSE) - SSE aims to enhance market stability and maintain a focus on risk prevention, strong regulation, and promoting high-quality development [3][4]. - The exchange has become the third-largest stock market globally and the largest bond market, with a strong position in ETF and options trading [3]. - SSE plans to leverage the Sci-Tech Innovation Board as a testing ground for reforms and to attract resources to strategic emerging industries [4]. Group 2: Shenzhen Stock Exchange (SZSE) - SZSE is committed to supporting the Guangdong-Hong Kong-Macao Greater Bay Area and aims to become a world-class exchange by 2035 [6][7]. - The exchange will enhance its institutional adaptability and promote the development of high-quality innovative companies [7]. - SZSE emphasizes the importance of investor returns and aims to strengthen the coordination of investment and financing [8]. Group 3: Beijing Stock Exchange (BSE) - BSE expresses gratitude to the Securities Times for its support in promoting the development of the new third board market [9]. - The exchange aims to enhance its role in capital market reform and development through collaboration with media and stakeholders [9]. Group 4: Shanghai Futures Exchange (SHFE) - SHFE focuses on enhancing product functionality and supporting the modernization of industrial systems [11]. - The exchange has expanded the range of products available for qualified foreign institutional investors (QFII) and aims to strengthen its international presence [11]. - SHFE is committed to maintaining market stability and protecting investor rights through robust risk management [12]. Group 5: Zhengzhou Commodity Exchange (ZCE) - ZCE emphasizes the importance of serving the real economy and enhancing its regulatory framework [13][14]. - The exchange plans to develop new products and deepen its service capabilities to support national strategies [14]. - ZCE aims to strengthen investor education and improve market communication to foster a rational investment environment [15]. Group 6: Dalian Commodity Exchange (DCE) - DCE has successfully launched new futures products and enhanced its risk management tools [17]. - The exchange is expanding its international reach by increasing the number of products available to foreign investors [17]. - DCE is focused on digital transformation to improve service quality and operational efficiency [17]. Group 7: China Financial Futures Exchange (CFFEX) - CFFEX aims to enhance its service to the real economy and improve market resilience through effective risk management [19][20]. - The exchange is committed to strengthening its regulatory framework and promoting long-term capital market stability [19]. - CFFEX plans to collaborate with media to effectively communicate the role of capital markets in supporting the economy [20]. Group 8: Guangzhou Futures Exchange (GFEX) - GFEX is dedicated to promoting green development and supporting the transition to a low-carbon economy [21][23]. - The exchange has successfully launched new green products and aims to enhance its international cooperation [22][23]. - GFEX plans to focus on product innovation and deepen its market services to better meet industry needs [23][24].

Group 1: New Stock Offerings - A total of 2 new stocks will be available for subscription in the A-share market this week, including Zhixin Co., Ltd. and Kema Materials, with subscriptions starting on Tuesday [1] - Zhixin Co., Ltd. specializes in automotive welding parts and is a primary supplier for major manufacturers such as BYD and Great Wall Motors [1][2] - Kema Materials focuses on dry friction materials and ranks second in the domestic market share for dry friction plates [1][4] Group 2: Company Profiles - Zhixin Co., Ltd. was established in 1995 and has over 10 manufacturing bases across China, becoming a significant player in the automotive parts industry in Southwest China [2] - The company has developed a complete industrial chain from mold development to automated production, with a strong R&D team and several core technologies in various fields [2] - Kema Materials has over 20 years of experience in the transmission friction materials industry and is a leading player in the production of dry friction plates, with established partnerships with major clutch manufacturers [4] Group 3: Financial Performance - Zhixin Co., Ltd. is projected to achieve revenues of 2.09 billion, 2.56 billion, and 3.09 billion yuan from 2022 to 2024, with net profits of 71 million, 132 million, and 204 million yuan respectively [3] - Kema Materials is expected to generate revenues of 202 million, 199 million, and 249 million yuan from 2022 to 2024, with net profits of 42 million, 50 million, and 72 million yuan respectively [4] Group 4: Fundraising Plans - Zhixin Co., Ltd. plans to use the raised funds for production line upgrades and working capital [3] - Kema Materials intends to allocate the funds for upgrading its environmentally friendly clutch friction material technology and R&D center [5]

Group 1: Fiscal Policy - The fiscal deficit and government bond issuance scale are expected to increase in 2026 to support economic activities during the start of the "14th Five-Year Plan" [3] - The fiscal deficit is projected to be no less than 4.06 trillion yuan, maintaining a deficit rate of at least 4% [3] - New special bonds may rise from 4.4 trillion yuan in 2025 to nearly 5 trillion yuan in 2026 to support major project construction [3] Group 2: Monetary Policy - Monetary policy is expected to remain moderately loose to promote reasonable price recovery, with a CPI target set around 2% for 2026 [4] - Traditional monetary policy tools like reserve requirement ratio cuts and interest rate reductions will have flexible timing and rhythm [4] - Structural monetary policies will focus on expanding domestic demand, supporting technological innovation, and aiding small and medium enterprises [4] Group 3: Consumption and Income - Expanding domestic demand, particularly boosting consumption, is a primary task for 2026 [5] - The "Urban and Rural Residents Income Increase Plan" aims to enhance consumer capacity and willingness [6] - Policies will be optimized to adapt to changing consumption structures, directing subsidies towards service consumption areas [6] Group 4: Investment and Infrastructure - Fixed asset investment growth is targeted to stabilize, with infrastructure investment expected to accelerate due to new major projects [7] - Government investment will increase through various funding sources, including special bonds and policy financial tools [7] - Manufacturing investment, particularly in high-tech and equipment manufacturing, is anticipated to grow rapidly [7] Group 5: Real Estate Market - The real estate market will focus on "de-stocking" as a primary task, with policies to support both supply and demand [8] - Local governments will adjust real estate policies to remove unreasonable purchase restrictions and enhance housing fund support [8] - Efforts will be made to improve the market supply-demand relationship through better management of existing properties [8] Group 6: Capital Market Reforms - Comprehensive reforms in the capital market will focus on supporting technological innovation and enhancing market inclusivity [9][10] - Policies will aim to create a multi-layered market system to meet diverse investor needs and promote long-term investments [10] - Regulatory measures will be strengthened to prevent financial misconduct and enhance market stability [10] Group 7: Unified Market and Competition - The construction of a unified national market will accelerate, with new regulations to address "involution" in competition [11] - Capacity regulation in key industries will be enhanced to phase out outdated capacities and support new quality capacities [11] - Local government economic activities will be standardized to prevent irregularities in investment incentives [11] Group 8: Technological and Industrial Innovation - The integration of technological and industrial innovation will be a key focus, with an emphasis on practical applications of new technologies [12] - The expansion of international technology innovation centers in major regions will facilitate resource integration and innovation [12] - Regional coordinated development will be promoted to enhance new quality productivity across different areas [12] Group 9: State-Owned Enterprise Reforms - A new round of state-owned enterprise reforms will focus on optimizing the layout of state-owned economies and modernizing corporate governance [13][14] - Strategic mergers and acquisitions will be promoted to enhance resource allocation efficiency [14] - Digital transformation initiatives will be launched to support innovation in key industries [14] Group 10: Social Welfare and Employment - Employment will be prioritized, with policies aimed at stabilizing jobs and increasing labor income [15] - Measures will include expanding loans for job retention and enhancing unemployment insurance [15] - The income distribution system will be improved to raise labor compensation and establish a more robust social safety net [15]

新年伊始，我谨代表比亚迪公司，向大家致以诚挚的新年祝福！起航"十五五"，比亚迪满怀希望、充满 期待，将与所有上市公司一起，永葆创新创业的激情和艰苦奋斗的精神，共同谱写新的华章！ "十四 五"时期，我国新能源汽车站上世界舞台的中央。比亚迪成长为全球最大的新能源汽车企业，年销量实 现了十倍的跨越发展。 进入"十五五"，我国新能源汽车将进入技术迭代、智电融合和全球化发展的新 阶段。站在新的起点，比亚迪在技术上，将继续保持大量研发和资金投入，巩固电动化、推进智能化， 用技术带来新的增长曲线；在产业协作上，将站在全球产业链的肩膀上，整合全球资源合作创新；在全 球化上，抢抓中国品牌出海机遇乘势而上，加快推进全球化产业布局，打造世界级中国品牌。 新岁已 至，未来可期。面向"十五五"，比亚迪将牢记上市公司主体责任，持续发展壮大新质生产力，为汽车强 国梦贡献更大力量！新的一年，祝朋友们心想事成、幸福相伴！ ...

时序更替，万象更新。我谨代表中微公司，向各界同仁致以最诚挚的问候与最美好的祝愿！ "十五 五"时期是推动以半导体、人工智能等为代表的数字产业高质量发展、实现高水平科技自立自强的重要 战略期。"十五五"开局之年，作为发展新质生产力的重要载体和战略科技力量，中微公司将继续坚持高 水平科技自立自强，以科技创新筑牢发展内核，力争通过未来五到十年的有机成长与外延拓展，在半导 体高端设备市场实现50%至60%的产品覆盖率。我们将进一步深化产业链协同，推动创新联合体建设， 共同提升我国半导体产业的全球竞争力和系统韧性。 "攀登勇者，志在巅峰"，中微公司将努力在规模 和竞争力上尽早成为国际第一梯队的微观加工设备公司！再次祝愿大家新年快乐，愿我们在新的征程中 继续携手并进，共赢未来！ ...

特朗普，再度威胁！早间（1月5日），黄金再度直线拉升。 | W | | | 伦敦金现 SPTAUUSDOZ.IDC | | | | | --- | --- | --- | --- | --- | --- | --- | | 4365.605 | | 昨结 | 4331.575 | 总量 | | 0 | | +34.030 | +0.79% 开奖 | | 4332.190 | 现于 | | 0 | | 最高价 | 4372.617 | 持 仓 | 0 | 外 盘 | | 0 | | 最低价 | 4332.190 | 增 i | 0 | 内 물 | | 0 | | 分时 | 五日 | EK | 宮Ｋ | 月K | 白天 | (0) | | 暨加 | | | | 均价:0.000 | | | | 4372.617 | | | | 0.95% | 【一 4366.552 | | | | | | | | 4365.605 | | | | | | | | 7:27 4365.690 | O | | 4331.575 | | | | 0.00% | 7:27 4365.860 | 0 | | | | | | | 7:27 ...

Group 1 - The core viewpoint is that the ROE of the non-financial real estate sector in A-shares is expected to rise from 7.2% to 7.9% by 2026, indicating a shift from a "low return" phase to a more favorable profitability trend [1] - The investment strategy suggests focusing on four main lines: industrial resource products, equipment exports, consumer recovery, and non-bank financials, with a particular emphasis on tracking the demand for aluminum, copper, steel, and coal driven by power system construction [1] - In overseas markets, the characteristics of "investment stronger than consumption," profit differentiation among large and small enterprises, declining employment, and slowing wage growth are observed, which provide a foundation for a sustained interest rate cut cycle [1] Group 2 - On the domestic consumption front, the drag of housing prices on household spending has diminished, and the recovery of trade settlement rates along with visa-free entry for foreign tourists has led to improved sales net profit margins in sectors such as aviation, hotels, duty-free, and food and beverage [2] - The financial landscape shows a shift of household savings towards "fixed income+" products, with pension and insurance funds continuously increasing their allocation to equities; policy adjustments to lower insurance risk factors and relax brokerage leverage are expected to resonate with the non-bank sector and the recovery of ROE [2]