新华财经北京1月23日电 新华500指数（989001）1月23日收盘上涨4.84点，涨幅0.09%，报5336.85点。 （文章来源：新华财经） 成分股方面，美畅股份、迈为股份、捷佳伟创、晶科能源收于约20%涨停，晶盛机电、容百科技、天合光能、蓝思科技、禾迈股份、先导智能涨逾10%，益 丰药房、明阳智能、隆基绿能、中国卫星、金风科技、爱旭股份、四维图新、福斯特、铜陵有色收于约10%涨停；深南电路、华峰化学、中国长城、中际旭 创、沪电股份等跌幅靠前。 新华500指数本周（2025年1月19日至1月23日）累计上涨0.41%。 走势上看，新华500指数（989001）23日早间小幅高开，指数盘初震荡上扬，早盘期间最高涨0.39%，此后呈宽幅整理态势，收盘时微幅上涨。 指数盘中最高触及5352.68点，最低触及5316.89点，成分股全天总成交额报11196亿元，总成交额较上一交易日小幅放量。 ...

Group 1 - The Sci-Tech Innovation 50 Index opened lower on January 23, followed by a narrow adjustment, and eventually closed with a slight increase of 0.78% at 1553.71 points, with a total trading volume of approximately 110.8 billion yuan [1] - The overall Sci-Tech Innovation Index rose by 1.85% to 1899.78 points, with a total trading volume of about 334.9 billion yuan [1] - On January 23, 600 stocks in the Sci-Tech Innovation Board saw an average increase of 2.28% and an average turnover rate of 3.87%, with a total trading volume of 334.9 billion yuan and an average fluctuation of 4.77% [1] Group 2 - In terms of individual stock performance, stocks such as Ruihua Technology, Laplace, Zhenlei Technology, and Jinko Solar reached their daily limit, showing significant gains [1] - Conversely, Jucheng Co. experienced a decline of 7.87%, marking the largest drop among the stocks [1] - In trading volume, Lanke Technology led with a total of 12.04 billion yuan, while ST Pava had the lowest trading volume at 1.258 million yuan [2] Group 3 - Regarding turnover rates, Aerospace Huanyu had the highest turnover rate at 22.28%, while Bairen Medical recorded the lowest at 0.18% [3]

Core Viewpoint - Mingyang Smart Energy has successfully listed its inter-institutional REITs on the Shanghai Stock Exchange, marking a significant milestone as the first inter-institutional REITs established by a private energy public REIT issuer in China [1][2]. Group 1: Company Developments - The listing of Mingyang Smart Energy's inter-institutional REITs creates a dual asset activation platform of "public REITs + inter-institutional REITs" for the company [1]. - The issuance scale of the inter-institutional REITs is 812.67 million yuan, attracting a diverse group of investors including insurance asset management, bank wealth management, and local state-owned capital [1]. - The underlying asset of the REIT is a 150MW wind farm located in Jingbian County, Yulin City, Shaanxi Province, which enhances the asset's scarcity [1]. Group 2: Industry Insights - The listing is seen as a significant step in promoting the multi-level REITs market construction strategy in China, aligning with the national "14th Five-Year Plan" [2]. - The inter-institutional REITs highlight the importance of "asset credit" and "equity attributes," providing a new equity financing channel for private energy enterprises by revitalizing existing assets [2]. - The collaboration between Mingyang Smart Energy and CITIC Construction Investment aims to enhance REITs professional service capabilities and support the construction of a multi-level REITs market in China, contributing to the energy structure transformation [2].

2025年我国PTA出口量382万吨，同比下跌14%，是近七年内PTA年度出口量首次下降，但仍然处于历史 次高水平。 2026年PTA出口或仍是机遇与阻力并存：一方面，国内一体化装置配套优势助力中国PTA出口；但另一 方面，国外PTA新产能投产、贸易壁垒等因素利空中国PTA出口。 具体来看，中国PTA企业开新停旧，行业整体成本优势进一步提升，利于中国PTA出口。印度市场的恢 复也短暂利好PTA出口，但2026年印度有125万吨/年、150万吨／年两套PTA装置计划投产。其中125万 吨产能可能3-4月试车，参考2025年土耳其新产能投产之后的市场变化，预估印度PTA新产能投产之 后，中国对印度的PTA出口量将再度下降。部分国家对中国PTA的贸易壁垒再现，虽然影响暂时有限但 需要关注后期是否有更多的类似情况出现。 另外部分国外买家递盘较低，导致出口PTA利润稀薄，将减弱中国PTA企业出口的积极性。 综上所述，关注印度PTA新产能的投产计划，在其PTA新产能投产之前，预估中国PTA出口整体乐观， 但在其新产能平稳运行之后，预估2026年下半年中国PTA出口量将明显回落。 （文章来源：新华财经） 2026年PTA出 ...

Core Insights - Economists maintain stable forecasts for Eurozone economic growth, inflation, and interest rates for 2026 despite early-year volatility [1] Economic Growth and Inflation - Inflation is hovering around the European Central Bank's (ECB) target of 2%, expected to be a key anchor for monetary policy [1] Interest Rates - The ECB is expected to keep the deposit rate unchanged at 2% during the meeting on February 5, marking the fifth consecutive time [1] - In a survey conducted from January 20 to 22, all 83 economists predicted no change in interest rates [1] - Approximately 85% of economists (67 out of 79) believe rates will remain unchanged until 2026, an increase from about 75% in the previous month and two-thirds in November [1] - Among 36 respondents regarding the management committee's next actions, the majority indicated a likelihood of rate hikes rather than cuts [1]

新华财经北京1月23日电据商务部官网消息，1月22日至23日，全国市场运行和消费促进工作会议在北京 召开。会议总结2025年和"十四五"时期市场运行和消费促进工作，分析消费形势，交流经验做法，部署 2026年重点工作。商务部副部长盛秋平出席并讲话。 会议强调，2026年是"十五五"开局之年，做好市场运行和消费促进工作意义重大。各级商务主管部门要 坚持扩大内需这个战略基点，认真编制扩大消费"十五五"规划，坚持"政策+活动"双轮驱动，深入实施 提振消费专项行动，打造"购在中国"品牌，推进建设强大国内市场。推动商品消费扩容升级，提质增效 实施消费品以旧换新，促进汽车、家居等大宗消费。加快培育服务消费新增长点，释放服务消费潜力。 培育壮大新型消费，积极推进首发经济，发展数字消费、绿色消费、健康消费。创新多元化消费场景， 深化国际消费中心城市建设，推进国际化消费环境建设试点工作，大力发展离境退税。组织开展"购在 中国"城市专场和地方站活动，办好"乐购新春"春节特别活动，开展好有奖发票试点工作。做好生活必 需品市场监测和保供工作。 （文章来源：新华财经） 会议指出，2025年，各级商务主管部门认真贯彻落实党中央、国务院决 ...

据农业农村部监测，截至1月23日14:00时，全国农产品批发市场猪肉平均价格为18.49元/公斤，较前一 日下降0.1%；鸡蛋平均价格为8.36元/公斤，较前一日上升1.1%。 （文章来源：新华财经） ...

Core Insights - Changzhou is set to achieve a scale of 1.0479 trillion yuan in its new energy industry by 2025, marking a significant transformation from a traditional industrial hub to a modern industrial center [1][2] - The city has been on a 16-year journey to become a "New Energy Capital," with strategic initiatives starting in 2009 and culminating in 2023 when the new energy sector contributed nearly 50% of the city's industrial output [2][3] - By 2025, Changzhou aims for a "double trillion" goal, with both the new energy industry and the capital market's new energy sector exceeding one trillion yuan [3] Industry Development Timeline - In 2009, Changzhou launched the "Action Plan for Revitalizing Five Major Industries," marking its entry into the new energy sector [2] - By 2023, the new energy industry generated 768.1 billion yuan, accounting for almost half of the city's industrial output and contributing 98.9% to industrial growth [2] - In 2024, Changzhou was recognized as "China's New Energy Capital," solidifying its position in the national new energy landscape [2] Government and Investment Strategies - The shift from a "land finance" model to a "equity finance" model is emphasized, where local governments are encouraged to act as "angel investors" to attract social capital into high-tech industries [5] - Changzhou's government played a crucial role in revitalizing struggling companies like China Aviation Lithium Battery, which turned around after receiving strategic investments [6] Industry Ecosystem and Collaboration - Changzhou has developed a highly collaborative new energy industry map, with major players like CATL and other battery manufacturers establishing a strong presence [7][8] - The city has created an industrial ecosystem that integrates production, storage, transmission, application, and networking, positioning itself as a leader in the new energy sector [8] Future Prospects - By 2025, the production capacity for power batteries in Changzhou is expected to exceed 212.9 GWh, making it a top player in Jiangsu and among the top three nationally [8] - The city is also recognized as a pilot city for electric vehicle electrification in the public sector, further enhancing its reputation in the new energy domain [8]

另一方面，因为2025年12月进口超80万导致基数偏高，1月份进口量环比下滑的可能性较大；同比来 看，海外旺产季天气正常，且国际市场过维持刚需采购；同时2026年春节假期是2月中旬，预计1月到港 量正常，支撑1月进口量同比或增长。 （文章来源：新华财经） 且分胶种看，12月主要胶种进口同环比均呈现上涨趋势。其中，混合胶为12月进口量最大的胶种，达到 39.63万吨，环比增长31.16%，同比增长4.55%。同期受交储需求以及进口利润窗口打开支撑，烟片胶进 口量也达到了4.58万吨，环比增长29.46%，同比增长103.05%。此外，12月标准胶进口量28.83万吨，环 比增长14.99%，同比增长58.28%。 展望2026年1月，预计中国天然橡胶进口量环比下滑、同比增长的可能性较大。其理由在于：一方面， 从近10年进口数据季节性表现来看，1月天然橡胶进口量环比下跌的概率均为90%，主要是因为1-2月易 受中国春节假期的扰动，影响到港情况造成进口量出现季节性波动。 2025年12月中国天然橡胶进口总量高于历史5年同期高值水平，且主要胶种进口同环比均呈现上涨趋 势。展望2026年1月，预计中国天然橡胶进口量环比 ...

新华财经北京1月23日电（记者沈寅飞）当寒潮南下、雨雪覆地，保障电力可靠供应成为稳生产、保民 生的关键基石。连日来，全国出现大范围雨雪降温天气，多地电力公司构建立体高效的防控屏障，用科 技"破冰"，用温暖守护，让电流在严寒中依然稳定"流淌"。 立体防控高效处置覆冰风险 近日，低温天气导致山东省平度市大泽山山区35千伏灰泽线出现导线覆冰隐患。国网平度市供电公司巡 检人员向应急指挥中心发出预警，地面网格服务队迅速开展覆冰清除作业，保障了山区周边3个村庄的 稳定供电。 温暖守护筑牢供电可靠防线 面对寒冷恶劣天气，国网河南电力重点关注城市小区、高海拔山区、自然村等重点点位的供电情况，通 过"网上国网"、微信公众号等进行恶劣天气提醒，有效落实医院、交通、通信、供水、城市排涝泵站等 重要用户电力设施的防雨雪冰冻措施。 国网兰考县供电公司启动应急预案，与当地气象局协同合作，加强电网运行监控，组织运维人员对输变 配电设备进行隐患排查，演练恶劣天气下线路除雪防舞动。抢修人员和车辆24小时待命，保电车运抵指 定位置，抢修物资、工器具就位，做好突发故障应急准备。 当前正值冰雪旅游旺季，寒冷天气中用电保障未有丝毫松懈。在四川阿坝州达 ...