（文章来源：新华财经） 布雷曼发表讲话的几个小时前，数据显示通胀率意外加速至3.1%，突破了新西兰联储1-3%的目标区 间，促使经济学家预测今年第三或第四季度将开始收紧货币政策。 布雷曼去年曾表示，市场对2026年加息的预期过于乐观，并指出新西兰联储11月份的预测显示，官方现 金利率在一段时间内不会发生变化。 新华财经北京1月23日电新西兰联储主席布雷曼拒绝反驳市场对今年加息的预期，这与她几周前发表的 评论语气截然不同。 "我不会就市场定价发表那样的评论，"布雷曼表示，"关键在于，我们在2月份制定政策时，会综合考虑 所有即将公布的数据。" ...

近期食品价格（如米价）的上涨，很大程度上反映了暂时的供应侧因素。如果进口价格大幅上涨，家庭 对支出的防御性心态可能会进一步加强。 日本央行还称，前景面临的风险包括贸易政策对海外经济体的影响、国内企业工资和定价行为，以及金 融和外汇市场的发展。随着企业更加积极地提价和加薪，外汇波动对价格的影响已大于以往。 全球经济前景仍存在不确定性，例如贸易政策的影响，这可能导致供给端进口价格上涨。关于美国经 济，有必要关注关税通过企业利润恶化对就业和收入形成产生的影响等因素。 日本央行称，2025-2027财年核心CPI预期中值分别为2.7%、1.9%、2.0%（2025年10月预期为2.7%、 1.8%和2.0%）；2025-2027财年实际GDP增速预期中值分别为0.9%、1.0%、0.8%（去年10月预期为 0.7%、0.7%和1.0%）。 新华财经北京1月23日电日本央行维持基准利率在0.75%不变，以观察上月加息对经济的影响。日本央 行以8-1的投票比例通过本次利率决定，央行审议委员高田创持反对意见。 高田创认为，价格稳定目标已基本实现，且鉴于海外经济正处于复苏阶段，日本物价面临的风险偏向上 行。提议将短期利率目标 ...

日本央行判断"经济很可能继续温和复苏"，并预计产出缺口将按趋势改善、适度扩大。2025至2027财年 实际GDP增速预期中值分别为0.9%、1.0%和0.8%，较2025年10月预测有所上调。同期核心CPI预期中值 为2.7%、1.9%和2.0%；剔除生鲜食品与能源的"核心-核心CPI"预期则为3.0%、2.2%和2.1%，显示潜在 通胀压力仍具韧性。 新华财经北京1月23日电日本央行宣布维持基准利率于0.75%不变，符合市场普遍预期。该决定以8比1 的投票结果通过，审议委员高田创投下唯一反对票，主张将短期利率目标上调至1.0%，理由是价格稳 定目标已基本实现，且海外经济处于复苏阶段，物价面临上行风险。 日本央行在政策声明中指出，当前借贷成本处于三十年来最高水平，决策层需密切观察2025年12月加息 对经济与物价的实际影响。 行长植田和男将于当日下午举行新闻发布会，就利率路径、通胀前景及近期长期收益率飙升等问题作出 说明，其表态可能对日元汇率产生直接影响。 日本首相高市早苗日前宣布暂停对食品征收消费税，并计划提前举行大选，引发金融市场波动。分析机 构指出，日本央行当前处境微妙，既需通过政策信号抑制日元空头，又 ...

Core Viewpoint - Jiangsu Province's Wuxi City has established a series of new research institutions in collaboration with top universities, driving the integration of technological and industrial innovation, which is crucial for high-quality development and the cultivation of new productive forces [1]. Group 1: Photon Chip Industry - The first domestic pilot line for photon chips has been built at Shanghai Jiao Tong University Wuxi Photon Chip Research Institute, with the first 6-inch thin-film lithium niobate photon chip wafer expected to roll off the line by June 2025, marking a significant step in the full-chain capability from R&D to mass production [2]. - The pilot line is projected to have an annual production capacity of 12,000 wafers and has been selected as one of the first key pilot platforms by the Ministry of Industry and Information Technology [2]. - The establishment of a domestic fund focusing on photon chips and quantum technology aims to facilitate early-stage investments and the transformation of research results into practical applications [3]. Group 2: Technology Transfer and Enterprise Incubation - A 22-story building in Wuxi has incubated nearly 180 technology enterprises, with an expected output value of 6 billion yuan in 2025 and over 1 billion yuan in tax revenue for six consecutive years [4]. - The Wuxi Micro-Nano Electronics and System Chip Laboratory has supported the establishment of Wuxi Mucai Integrated Circuit Design Co., which has produced 40 million chips since its inception in 2018, showcasing successful technology transfer from research to industry [4][6]. - The focus on integrating R&D with industry has been identified as a key factor in the successful incubation of numerous technology enterprises in Wuxi [6]. Group 3: Support for SMEs - The Huazhong University of Science and Technology Wuxi Research Institute has launched the "50,000 Project" to provide affordable, lightweight industrial software to small and medium-sized enterprises (SMEs), addressing specific pain points in their production processes [7][8]. - The software "Data Hunter," which automates the transcription of annotations from drawings to spreadsheets, has sold over 250 units within two months of its launch, demonstrating the demand for practical digital tools among SMEs [8]. - The research institute emphasizes the importance of understanding the production scenarios of SMEs to develop digital tools that meet their needs, thereby facilitating their digital transformation [8].

新华财经北京1月23日电（记者刘玉龙） 随着1月底截止日期临近，A股上市公司年度业绩预告进入密集 披露期。新华财经数据显示，截至1月22日晚间，已有659家A股上市公司发布业绩预告，29家公司发布 业绩快报。其中净利润同比预增的共计260家，减亏的超100家。目前已披露业绩预告显示净利润高增方 向比较集中。其中，半导体、化学制品、汽车零部件、专用设备4个行业均有超10家公司业绩预增。 半导体、AI、有色等板块业绩高增长 梳理预增企业公告，精准把握半导体行业景气周期与国产替代机遇、得益于人工智能行业加速发展、资 源品价格上涨等是多家上市公司业绩实现预增的关键因素。 招商证券发布的策略报告称，往后看，A股在创出前期新高后有望转为震荡走势。以AI算力和半导体设 备为代表的科技、工业金属为代表的资源品仍然是1月的主战场，除此之外，服务业消费和非银金融仍 然是1月值得关注的重点方向。 李求索分析，伴随年报预告逐步披露，业绩表现或将成为市场表现的主要驱动。当前国内增长引擎切 换，科技成长领域受益于政策支持以及技术突破，景气度上行，业绩表现亮眼，吸引较多增量资金流 入。相比之下，消费板块受国内有效需求偏弱影响，整体延续分化 ...

新华财经东京1月23日电（记者李诗萌刘春燕）日本总务省23日公布报告显示，2025年日本剔除生鲜食 品后的平均核心消费价格指数（CPI）同比上升3.1%至111.2，连续第四年超过日本政府和央行设定的 2%目标。 数据显示，食品价格加速上涨是消费物价上涨的主要原因。其中，普通粳米价格上涨67.2%，咖啡豆价 格上涨39.8%，巧克力价格上涨 35.7%。 此外，房屋维护、电费、汽车相关费用、通信费、教育娱乐服务等价格均同比上涨。 报告同时显示，2025年12月，日本核心CPI同比上涨2.4%至112.2，连续第52个月同比上涨。 （文章来源：新华财经） ...

Core Viewpoint - The Inner Mongolia Autonomous Region Energy Bureau has issued a development and construction implementation plan for direct green electricity connection projects for single electricity users, providing a new approach for the local consumption of renewable green electricity [1] Group 1: Development of Green Electricity Connection - The plan clarifies the development model for green electricity direct connection, which aims to enhance the local consumption of renewable energy [1] - The direct connection model differs from traditional renewable energy generation methods, as it allows wind, solar, and biomass projects to supply green electricity directly to a single electricity user without going through the public grid [1] - This model enables clear physical traceability of the supplied electricity, promoting integrated development of renewable energy production and consumption [1] Group 2: Benefits for Enterprises - By implementing green electricity direct connection projects, enterprises can increase their proportion of green electricity consumption [1] - The Inner Mongolia Energy Bureau aims to scientifically organize the development and management of these projects, expanding local consumption methods for renewable energy [1] - The initiative is part of a broader effort to strengthen the region's new energy system and enhance the supply level of green electricity [1]

Core Viewpoint - The Japanese central bank is likely to maintain its policy interest rate at 0.75% in the upcoming decision, as inflation is approaching the 2% target, providing support for policy stability [1] Group 1: Interest Rate Decision - The Japanese central bank is expected to keep the interest rate unchanged at 0.75% due to inflation nearing the 2% target [1] - The decision is influenced by the need for policy stability amid current economic conditions [1] Group 2: Currency Concerns - The central bank is cautious about the recent depreciation of the yen, which has been driven by domestic political risks, including the Prime Minister's announcement of early elections [1] - There is a market expectation for potential "verbal intervention" or actual market intervention by Japanese authorities to support the yen [1] Group 3: Market Reactions - The wording of the policy statement, comments on the exchange rate, and hints about future interest rate paths will be critical in influencing the short-term movement of the yen [1] - The central bank may adopt a slightly firmer stance to prevent further pressure on the yen [1]

新华财经无锡1月23日电（记者杨子华、崔璐、何丰伦） 以《关于优化口岸开放布局的若干意见》2025 年3月审议通过为契机，近一年来，以跨境电商和口岸开放为发力点，我国外贸在"量稳"基础上，向"质 优"加速升级。 在这一轮稳外贸过程中，以无锡为代表的外贸重镇加速崛起，成绩亮眼。数据显示，无锡2025年全年进 出口总值首破8000亿元大关，达到8292.8亿元，同比增长7.6%；全市有进出口实绩的企业超14000家， 较"十三五"末增加3500余家。以制造业见长的无锡如何实现外贸井喷发展？ AI直播跨越"语言墙" 在无锡旺庄科技创新园的大鲤鱼直播基地，一条"AI数字内容生产流水线"正帮助本地企业打开境外市 场：企业只需用中文输入产品介绍图与卖点，一段英文短视频脚本便能在几分钟内完成撰写，再点击软 件里的几个按钮进行设置，由虚拟数字人主播讲解的广告视频就能快速生成，并配上背景音乐与双语字 幕。 据介绍，无锡硕放机场2025年国际货物运输量达到3.4万吨。其中，电商货运量较2024年翻倍，服饰、 百货、电脑零部件等是其中的热门运输品类。 伴着引擎轰鸣，源头好货从无锡飞抵美国芝加哥、墨西哥城、德国莱比锡、韩国仁川等地， ...

Core Insights - The National Development Bank plans to issue over 1 trillion yuan in loans to provinces along the Yangtze River Economic Belt by 2025, focusing on pollution reduction, carbon reduction, green growth, infrastructure connectivity, and industrial optimization [1] Group 1: Environmental Initiatives - The Jiangxi branch of the National Development Bank will provide 1.6 billion yuan in loans by 2025 to support the integrated renovation and expansion of sewage treatment plants, pollution control facilities, and underground comprehensive pipeline construction, contributing to the improvement of water quality in the Jiujiang section of the Yangtze River [1] - The Jiujiang section has maintained Class II water quality for seven consecutive years, with key water bodies like the Gan River and Xiu River meeting quality standards, and 100% compliance for drinking water sources at the county level [1] Group 2: Innovation and Development - The Jiangsu branch will invest 110 million yuan in 2025 to support the construction of the National Intelligent Sensor Center in Jiangsu, aiming to create a platform for sensor technology and promote the integration of the entire industry chain [1] - The Anhui branch has issued a total of 2.47 billion yuan in loans to support Chery's research and development of new energy vehicles, automation upgrades, and key component improvements, leading to a 54.9% year-on-year increase in sales of Chery's new energy vehicles in 2025 [1] Group 3: Transportation and Infrastructure - The Shanghai branch will provide 1.8 billion yuan in loans in 2025 to support the Shanghai Automotive Group and its subsidiaries in vehicle research and development and technology upgrades, enhancing the new energy product matrix [2] - Various branches, including those in Sichuan, Chongqing, Hubei, Guizhou, Hunan, and Yunnan, will support the construction of a comprehensive transportation corridor along the Yangtze River, facilitating regional collaboration and economic coordination [2] - The Ningbo branch will utilize various financial products to support infrastructure construction and logistics network development at the Ningbo-Zhoushan Port, addressing diverse financial service needs [2] Group 4: Cultural Heritage - The Suzhou branch has formed a syndicate to provide 20.8 billion yuan in special credit for the high-quality protection and enhancement of Suzhou's historical and cultural sites, with a cumulative issuance of 11.923 billion yuan [2]