新华财经北京1月22日电近期受美欧"夺岛"争端提振，贵金属再度大幅走高，其中金价一举突破4800美 元并刷新历史新高至接近4900美元的位置。尽管隔夜特朗普称已就格陵兰岛制定协议框架、不会对欧洲 加征关税，引发贵金属价格回调，但并没有改变黄金的整体强势。 基本面方面，此前美国总统特朗普威胁对欧洲多国加征关税的消息，令市场担忧美欧两大经济体可能爆 发自2018年以来最严重的贸易战，促使投资者加速逃离风险资产，转而涌入黄金这一传统避险港湾。 （文章来源：新华财经） 最新数据显示，美元在全球支付系统的占比已跌至46.77%，而美元在全球外汇储备中的占比更是创下 30年新低，仅为56.32%。这种"去美元化"趋势为黄金作为非主权信用资产的价值重估提供了长期动力。 从技术上看，金价日线均线系统保持多头排列，这表明中长期上涨的主要趋势并未被破坏，昨日金价冲 高至4888美元／盎司后快速回落，当前的调整可视为对近期过快涨幅的一种技术性修复，目的是释放超 买压力。 后期来看，如果金价在4750-4760美元区域获得强劲支撑并出现企稳迹象，则可能迎来技术性反弹，第 一目标位看向4800-4820美元；如果4770-4780美元 ...

未来，长三角产学研大调研将系统设计主题、精准覆盖对象、科学优化流程，深入三省一市代表性企 业、高校和科研机构。调研数据及语料也将集成投喂长三角一体化大模型，链接应用场景，形成"调研- 分析-对接-应用-迭代"的完整闭环，进一步挖掘长三角区域合作潜力和优势，为构建更加完善的区域协 作体系提供有力支撑。 研讨会上，近20位专家学者齐聚一堂，回望长三角科技创新共同体建设发展历程，深入探讨了区域创新 联合攻关、利益共享、成本共担机制优化等话题。与会专家认为，科创共同体已成为长三角培育发展新 质生产力的关键支撑。过去5年，长三角依托区域中心城市科技创新资源集聚优势，不断优化开放创新 生态，初步建立起科技创新规划与政策协同机制，区域联合创新产出持续增长，高质量发展"动力源"作 用不断凸显。站在"十五五"开局的新起点，长三角需锚定世界级创新高地目标，树立全球视野和战略思 维，加大以制度创新为核心的深层次改革，加快构建市场主导、政府引导、社会参与的协同创新模式， 推进区域产业链、创新链融合。 中国区域经济50人论坛成员、上海财经大学长三角与长江经济带发展研究院执行院长张学良指出，长三 角产学研大调研将坚持问题导向与目标导向相 ...

Core Viewpoint - The Ministry of Agriculture and Rural Affairs will focus on six key areas to implement agricultural and rural work effectively by 2026, emphasizing food security, poverty alleviation, agricultural technology, farmers' income, rural living conditions, and rural reform [1][2]. Group 1: Food Security and Agricultural Production - Focus on stabilizing the production and supply of important agricultural products, enhancing comprehensive production capacity and quality efficiency [1] - Emphasize the integration of yield, ecological production, and income growth while developing technology-driven, green, quality, and brand agriculture [1] - Accelerate the establishment of a diversified food supply system and expand the supply of green and high-quality agricultural products to ensure stable and safe food supply [1] Group 2: Poverty Alleviation and Rural Development - Aim to consolidate and expand the achievements of poverty alleviation, establishing a regular mechanism to prevent poverty recurrence [2] - Maintain stability in post-transition support policies and integrate regular assistance into the rural revitalization strategy [2] - Develop a monitoring system for precise identification and dynamic adjustment of poverty prevention measures, focusing on employment support and enhancing the quality of assistance industries [2] Group 3: Agricultural Technology and Innovation - Accelerate agricultural technology innovation and application, leveraging the advantages of a new type of national system [2] - Promote organized research and systematic breakthroughs in key areas such as seed industry, agricultural machinery, and smart agriculture [2] - Foster the integration of technological and industrial innovation to develop new agricultural productivity tailored to local conditions [2] Group 4: Farmers' Income and Rural Industries - Focus on increasing farmers' income by developing rural industries, particularly emphasizing local specialties and agricultural processing [2] - Establish a fair mechanism for sharing the benefits of industrial development, allowing farmers to gain more from value-added activities [2] Group 5: Rural Living Conditions - Promote the construction of livable and workable beautiful villages, improving rural living conditions based on local needs [2] - Continue actions for rural construction and enhance the rural living environment through civilized rural customs initiatives [2] Group 6: Rural Reform and Development - Stimulate rural development by advancing key tasks in rural reform, including extending land contracts for another 30 years [2] - Strengthen the management of rural homesteads and develop new types of rural collective economies [2] - Enhance agricultural support and protection systems while fostering talent cultivation for rural development [2]

Core Insights - The agricultural and rural development in China is on a steady upward trajectory, achieving key targets for 2025 and providing foundational support for high-quality economic and social development [1] Group 1: Agricultural Production - Grain production reached a historical high of 14,298 billion jin, an increase of 168 billion jin, maintaining over 14 trillion jin for two consecutive years [1] - Soybean production stabilized above 20 million tons for four years, reaching 20.91 million tons [1] - The total meat production (pork, beef, mutton, poultry) reached 10,072 million tons, growing by 4.2% year-on-year [1] - The national agricultural product quality safety monitoring compliance rate reached 98% [1] Group 2: Poverty Alleviation - Continuous efforts to prevent large-scale poverty have been maintained, with over 7 million individuals identified and supported to eliminate poverty risks [2] - The scale of employed labor from poverty alleviation efforts exceeded 32 million [2] Group 3: Technological Advancements - High-standard farmland construction reached 75.68 million acres, with over 100 million acres built cumulatively [2] - Agricultural technology contribution rate exceeded 64% [2] - The mechanization rate for crop farming reached 76.7% [2] - The number of agricultural drones surpassed 300,000, with operational area exceeding 46 million acres [2] Group 4: Rural Development - The value added by large-scale agricultural processing increased by 5.6% year-on-year [3] - Rural residents' per capita disposable income reached 24,456 yuan, with a real growth of 6% [3] - The rural sanitation toilet coverage rate reached approximately 77% [3] Group 5: Rural Reforms - The pilot extension of the second round of land contracts for 30 years expanded to seven provinces, stabilizing over 25 million households' contracted land [3] - Nearly 4 million family farms and over 2 million farmer cooperatives have been cultivated [3]

Group 1 - The average price change rate of a basket of crude oil was reported at 2.79% on January 21 [1] - Domestic gasoline and diesel prices are adjusted based on international crude oil price changes every 10 working days, with the adjustment effective at 24:00 on the announcement date [3] - The adjustment window for the current pricing cycle will open at 24:00 on February 3 [4]

Core Viewpoint - The wholesale prices of gasoline and diesel in China have decreased as of January 21, with average prices for 92 gasoline at 7342 yuan per ton and diesel at 6129 yuan per ton, reflecting a drop of 4 yuan and 15 yuan per ton respectively [1] Market Overview - On January 20, international crude oil futures prices increased, initiating a new round of positive price change for crude oil [1] - Extreme weather conditions across the country have suppressed market transactions, leading businesses to lower prices to stimulate sales [1] Regional Price Changes - Gasoline wholesale prices increased in regions such as Xinjiang, Inner Mongolia, Anhui, Hebei, Shanxi, and Hubei, while prices decreased in Heilongjiang, Jilin, Liaoning, Gansu, Qinghai, Sichuan, Chongqing, Jiangsu, Hainan, and Guangxi [1] - Diesel wholesale prices saw an increase in Xinjiang, but a decrease in Heilongjiang, Inner Mongolia, Henan, Ningxia, Jilin, Liaoning, Gansu, Guangdong, Fujian, and Chongqing [1] - In Shandong, local refinery gasoline prices slightly decreased while diesel prices slightly increased [1] Data Source - The wholesale price data is published by the China Economic Information Agency and the China Petroleum Economic and Technical Research Institute, in collaboration with the Shanghai Petroleum and Natural Gas Trading Center, reflecting the overall situation of China's gasoline and diesel wholesale market [1]

Market Overview - The Shanghai and Shenzhen stock markets opened higher on January 22, with the Shanghai Composite Index experiencing slight fluctuations before closing at 4110.86 points, down 0.15% with a trading volume of approximately 798.7 billion yuan [1] - The Shenzhen Component Index closed at 14230.97 points, down 0.17%, with a trading volume of about 974.9 billion yuan [1] - The ChiNext Index closed at 3282.48 points, down 0.40%, with a trading volume of around 441.3 billion yuan [1] - The North Star 50 Index increased by 0.43% to 1526.30 points, with a trading volume of approximately 16.22 billion yuan [1] Sector Performance - Semiconductor, memory chip, and IT equipment sectors opened significantly higher, while oil and gas extraction, shipbuilding, aerospace, Kimi concept, satellite internet, and controllable nuclear fusion sectors also showed strong initial gains [1] - By midday, aerospace, oil and gas extraction, and shipbuilding sectors were among the top gainers, while precious metals, high-bandwidth memory, and electronic chemicals faced the largest declines [1] Investment Insights - CITIC Securities highlighted the acceleration of surgical robot promotion in China due to new pricing guidelines from the National Healthcare Security Administration, suggesting a focus on the surgical robot industry and its supply chain [2] - GF Securities noted a shift in electricity consumption from secondary to tertiary industries and urban-rural residents, with wind and solar power contributing significantly to electricity generation growth [2] - Huatai Securities pointed out key changes in the automotive industry, including rising costs due to price increases in storage chips and metals, and opportunities for Chinese automakers in the North American market following tariff reductions [2] Government Initiatives - The National Development and Reform Commission announced the allocation of 93.6 billion yuan in special bonds to support equipment upgrades across various sectors, with total investments expected to exceed 460 billion yuan [3] - The Ministry of Agriculture and Rural Affairs reported that by 2025, the contribution rate of agricultural technology progress is expected to exceed 64%, with significant advancements in high-standard farmland construction and smart agriculture applications [4]

新华财经纽约1月21日电美国全国地产经纪商协会21日发布的初步数据显示，美国2025年12月成屋待完 成销售指数为71.8，为去年8月份以来的最低水平。该指数环比和同比降幅分别为9.3%和3%，市场则预 期环比小幅增加。 数据显示，全美划分的四个区域中，除南部区域环比下降4%外，东北、中西部和西部三个区域环比降 幅均超过10%。 美国全国地产经纪商协会首席经济学家劳伦斯·尤恩（Lawrence Yun）当天表示，美国住房板块尚未脱 离风险。在前几个月待完成合同和已完成销售数据表现出令人鼓舞的迹象后，12月份新签合同数据使短 期前景让人沮丧。 尤恩认为，需要在未来几个月继续观察数据才能确定新签合同数据疲软是单月反常现象，还是新趋势的 开始。 据介绍，成屋待完成销售指数追踪已签但尚未完成执行的房屋销售合同情况，被认为是反映今后两个月 现房销售完成情况的良好先行指标。 （文章来源：新华财经） 尤恩说，虽然数据显示12月份房屋销售合同完结数量增加，但新挂牌房屋数量没有跟上节奏。库存房屋 的减少导致购房者选择空间变小，这可能打压购房者热情。 ...

新华财经悉尼1月22日电（记者李晓渝）澳大利亚铁矿石生产商福德士河（Fortescue）22日发布公告 称，在截至2025年年底的2026财年上半年，该公司铁矿石出货量达到1.002亿吨，比上一财年同期增长 3%，创历史新高。 公告称，福德士河2026财年上半年的矿石开采量达到约1.215亿吨，同比增长2%；矿石加工量为1.007亿 吨，同比增长2%。 同时，该公司赤铁矿C1单位成本在2026财年第二季度为19.10美元／湿吨，较该财年第一季度上升5%， 主要原因是第一季度有利库存变动因素回归常态，同时柴油价格上涨及澳元兑美元汇率变化也对此产生 影响。整个2026财年上半年，该公司赤铁矿C1单位成本为18.64 美元／湿吨。 福德士河表示，该公司对2026财年赤铁矿C1单位成本指引仍维持不变，为17.50-18.50美元／湿吨，指引 假设汇率为1澳元兑0.65美元。 另外，2026财年第二季度，该公司通过福德士河贸易（上海）有限公司在中国港口侧完成的销售量为 380万吨。 （文章来源：新华财经） ...

韩国财政部长1月22日表示，韩国不会推迟作为贸易协议框架一部分的首笔200亿美元对美投资承诺。尽 管项目遴选过程耗时较长，不太可能在今年上半年完成，但遴选工作仍在进行中。 （文章来源：新华财经） ...