Core Insights - The domestic automotive market in January 2026 experienced a significant adjustment due to policy changes and year-end promotions, with a retail market size of approximately 1.8 million vehicles, reflecting a month-on-month decline of 20.4% but a slight year-on-year increase of 0.3% [1] Group 1: Traditional Automakers - SAIC Motor Corporation achieved sales of 327,400 vehicles in January, marking a year-on-year increase of 23.94%, making it the top-selling automaker for the month [1] - Geely Automobile Group reported sales of 270,200 vehicles, with a year-on-year growth of 1.29% and a month-on-month increase of 14.08%, being the only company to show positive growth in both metrics [1] - BYD's total sales reached approximately 210,000 vehicles, with domestic sales declining but overseas sales exceeding 100,000 vehicles, reflecting a year-on-year growth of 51.47% [1] - Chery Group's total sales across five brands exceeded 200,000 vehicles, showing a year-on-year decline of 10.7% [2] - GAC Group's sales were 116,600 vehicles, with a year-on-year increase of 18.47% [2] - Great Wall Motors sold over 90,300 vehicles, achieving a year-on-year growth of 11.59% [2] Group 2: New Energy and Emerging Automakers - Xiaomi Automobile delivered over 39,000 vehicles in January, surpassing Leap Motor for the first time [2] - Emerging automakers such as Seres, Zeekr, and NIO reported year-on-year sales growth of 104.85%, 99.7%, and 96.08% respectively, indicating strong performance in the high-growth segment [2] - The sales data for several new energy vehicle companies showed significant fluctuations, with some experiencing declines while others achieved substantial growth [4]

传统淡季下，1月份土地市场供需偏弱，百强房企拿地总额同比减半。市场呈现显著分化：一方面，整体拿地规模 收缩，仍是央企、国企拿地。此外还有包括石家庄城发投在内的地方城投拿地；另一方面，核心城市稀缺优质地 块仍受关注，为市场注入信心。 业内人士认为，随着各地供地计划推出及专项债收储闲置土地工作推进，尤其是核心城区优质地块的出让，将推 动房企拿地热情回升。 1月淡季房企拿地规模收缩 | 7 | 南京江北新区产业投资 15亿元 | | | --- | --- | --- | | 8 | 徐州市硕源交通投资 | 13亿元 | | 9 | 启东城投 | 13亿元 | | 10 | 江苏皋开投资 | 12亿元 | | 11 | 上海紫都量业 | 10亿元 | | 12 | 上海紫竹高新区 | 10亿元 | | 13 | 南通金蛤岛投资 | 10亿元 | | 14 | 华西集团 | 9亿元 | | 15 | 淮安开发控股 | 9亿元 | | 16 | 天岳投资 | 9亿元 | | 17 | 浙江博策房地产 | 9亿元 | | 18 | 如德县宣居环境建设 | 9亿元 | 据中指研究院数据，2026年1月，TOP100企业拿地 ...

新京报贝壳财经记者 胡萌 编辑 岳彩周 校对 柳宝庆 沈显兵先生，1986年8月出生于湖北，中共党员。毕业于中国科学技术大学物理学专业。自2015年起参 与上海市启林投资管理有限公司的创建及后续运营管理工作，担任创始合伙人。 贝壳财经记者据私募排排网数据查询，启林投资是一家百亿量化私募，2025年凭借着36.26%的收益均 值位列百亿私募榜第29名。 沈显兵先生，1986年8月出生于湖北，中共党员。毕业于中国科学技术大学物理学专业。自2015年起参 与上海市启林投资管理有限公司的创建及后续运营管理工作，担任创始合伙人。 2月2日，启林投资发布公告，公司创始合伙人沈显兵，于2026年2月2日10时36分与世长辞，享年40岁。 贝壳财经记者据私募排排网数据查询，启林投资是一家百亿量化私募，2025年凭借着36.26%的收益均 值位列百亿私募榜第29名。 新京报贝壳财经记者 胡萌 编辑 岳彩周 校对 柳宝庆 2月2日，启林投资发布公告，公司创始合伙人沈显兵，于2026年2月2日10时36分与世长辞，享年40岁。 ...

Core Viewpoint - In January 2026, the sales performance of the top 100 real estate companies in China showed a total sales amount of 190.5 billion yuan, reflecting a year-on-year decline of 18.9%, indicating a stable continuation of the downward trend observed in the previous year [5][10]. Group 1: Sales Performance - The total sales amount for the top 100 real estate companies in January 2026 was 190.5 billion yuan, which is a year-on-year decrease of 18.9%, consistent with the decline observed throughout the previous year [5][10]. - The top three companies in terms of total sales were Poly Developments (15.6 billion yuan), China Overseas Land & Investment (14.47 billion yuan), and China Resources Land (11.65 billion yuan) [5][10]. - The average sales amount for the top 10 companies was 9.33 billion yuan, down 11.6% year-on-year, while the average for companies ranked 11-30 was 2.6 billion yuan, down 25.6% [10]. Group 2: Market Dynamics - The decline in sales is attributed to a high base from January of the previous year, where core city markets were notably active [5][9]. - The new entrant, China Travel Investment, ranked 5th with a sales amount of 9.28 billion yuan, marking a significant rise from previous years [9]. - The sales performance of the top 10 companies remained relatively stable, with three companies showing year-on-year increases, while seven experienced declines [10]. Group 3: Future Outlook - Analysts expect that as the Chinese New Year approaches, real estate companies may increase marketing efforts, which could lead to a temporary boost in market activity [11]. - There is a need for coordinated policy efforts from both demand and supply sides to effectively restore market confidence [11].

2月2日，日本首相高市早苗在手部受伤后连续两天展示受伤右手卖惨拉票。1日，高市在岐阜县刚准备 演讲，突然举起右手展示，五指缠满绷带。2日，高市在长野县进行拉票演讲时现场一名观众感到身体 不适，高市称为让救护车找到该观众，决定不用麦克风，改为嘶吼喊话，此举被质疑作秀。随后她在新 潟县为自民党候选人助选，又用受伤的右手握话筒。 ...

2月2日，2026年春运大幕正式开启，这也是北京"八站两场"新格局形成后迎来的首次"大考"。记者从市 交通委、市重点站区管委会获悉，春运期间，八大火车站进出京旅客预计达到3970万人次，同比上升约 2.2%。为了保障旅客出行，本市将在客流高峰时段采取地铁延时组网、网约平台倾斜派单、公交兜底 保障等措施"组合拳"。图为北京丰台站，旅客前往检票口。 ...

Core Viewpoint - The surge in gold prices has led to significant profit increases for gold companies, but the volatility in gold prices has also introduced uncertainty in the valuation of these stocks [1][4]. Group 1: Company Performance - Shandong Gold expects a net profit of 4.6 billion to 4.9 billion yuan for 2025, representing a year-on-year increase of 56% to 66% [2]. - Sichuan Gold anticipates a net profit of 420 million to 480 million yuan for 2025, with a growth of 69.23% to 93.40% [2]. - Western Gold forecasts a net profit of 425 million to 490 million yuan for 2025, reflecting a year-on-year increase of 46.78% to 69.23% [3]. Group 2: Market Dynamics - The international gold price has seen a year-to-date increase of approximately 25% as of January 28, 2026, followed by a significant correction [4]. - On February 2, 2026, several gold stocks, including Sichuan Gold and Shandong Gold, experienced sharp declines after previously hitting upper limits due to rising gold prices [5]. - The volatility in gold prices has led to a divergence in market expectations, with investors caught between high expectations for gold pricing and traditional views of cyclical reversals [5]. Group 3: Investment Insights - Investors should differentiate between "trends" and "volatility," focusing on long-term holdings of companies with low costs and high growth certainty while taking advantage of short-term market reactions [6]. - Key indicators for selecting mining stocks include "unit reserve market value," "gold cost per gram," and "reserve replacement rate," which provide deeper insights into a company's intrinsic value and long-term competitiveness [6]. - The investment logic for silver stocks is similar to that of gold stocks but is driven by industrial demand narratives, particularly in sectors like photovoltaics and AI hardware, which amplify price volatility and risk [8].

庄稼汉曾任福建省环境保护厅厅长、党组书记，南平市委书记，厦门市市长等职。 2020年7月，庄稼汉任福建省委常委、统战部部长，2021年12月任福建省人大常委会党组副书记，2022 年1月当选福建省人大常委会副主任，至此番履新。 此前，庄稼汉已任福建省人大常委会党组副书记、副主任。 公开简历显示，庄稼汉，男，汉族，1963年10月生，在职研究生，中共党员。 据福建省人大常委会官网"省十四届人大常委会组成人员"栏目最新信息显示，福建省人大常委会副主任 庄稼汉，已同时担任福建省人大常委会党组书记。 此前，周联清任福建省人大常委会党组书记、副主任。1月31日，因任职年龄原因和工作需要，周联清 辞去福建省人大常委会副主任。 ...

校对穆祥桐 据悉，CPE源峰已委任其运营合伙人黄进栓担任汉堡王中国董事长。黄进栓曾在跨国连锁餐饮集团担任 多个重要职务，包括在2017年至2022年期间担任著名西式快餐品牌中国总经理，任职期间推动该品牌实 现了显著增长。此外，汉堡王中国还于2025年3月组建了由副首席执行官兼首席供应链官陈玟瑞为核心 的本地高管团队。陈玟瑞拥有丰富的中国连锁餐饮管理经验，在他的领导下，汉堡王中国重新打造了供 应链体系，加强了餐厅的运营管理，推出了全新的优化投资模型门店，强化了数字化营销和产品创新。 编辑王琳 新京报讯(记者王萍)2月2日，新京报记者从汉堡王品牌方面获悉，汉堡王品牌母公司RBI(Restaurant Brands International，简称"RBI")与CPE源峰共同宣布，此前公告的合资交易已顺利完成。未来，CPE源 峰和RBI共同计划将汉堡王在中国市场的门店规模从目前的约1250家，拓展至2035年的4000家以上，并 实现可持续的同店销售增长。 交易完成后，CPE源峰向汉堡王中国注入了3.5亿美元的初始资金，并持有汉堡王中国约83%的股份， RBI保留约17%的少数股权及董事会席位。此外，汉堡王中国旗下 ...

2月2日，为期40天的2026年春运正式启动。记者从北京市交通委、北京市重点站区管委会了解到，今年 春节假期较长，出行需求会被进一步释放，预计春运期间进出京客流总量将达到1.1亿人次，再创历史 新高。图为北京朝阳站交通枢纽，旅客出站后准备乘坐地铁3号线。 ...