Group 1 - The core point of the article highlights that as of February 3, the iShares Silver Trust, the world's largest silver ETF, reported a silver holding of 16,437.7 tons, which is a decrease of 108.89 tons compared to the previous trading day [1]

Core Viewpoint - The New York precious metals prices rebounded across the board on February 3, driven by bargain buying, with gold and silver prices experiencing significant increases [1] Group 1: Gold Market - The most actively traded April 2026 gold futures price rose by $289.6, closing at $4,970.5 per ounce, marking a 6.19% increase [1] - The interest in precious metals was supported by a slight decline in the three major U.S. stock indices [1] - A weaker U.S. dollar index and rising crude oil prices also contributed positively to the rebound in precious metals [1] Group 2: Silver Market - The March delivery silver futures price increased by 565 cents, closing at $84.915 per ounce, reflecting a 7.13% rise [1] Group 3: Economic Context - The U.S. Labor Department will pause data collection, processing, and publication due to a partial government shutdown, affecting the release schedule of key employment data [1] - The dollar index fell by 0.21%, ending the day at 97.434 [1]

新华财经北京2月4日电新华财经和面包财经研究员根据上市公司的信披数据统计，2026年1月，沪深两市上市公司董监高及其关联人减持金额合计约63.73亿 元，涉及222家公司；增持金额合计约4.62亿元，涉及34家公司。增、减持金额相抵之后，净减持金额约59.1亿元。 1月份，各行业中，有色金属行业减持金额居首位，钢铁行业增持金额最多。 从月度变化趋势来看，2026年1月，董监高及其关联人减持金额同比上升475.49%，环比下降25.25%；增持金额同比上升68.78%，环比下降25.97%。 图1：2025年1月至2026年1月沪深两市上市公司董监高及关联人月度增减持金额变化 天山铝业、高德红外、完美世界减持金额居前 2026年1月，沪深两市上市公司董监高及其关联人减持金额合计约63.73亿元，涉及222家公司。 具体来看，1月减持金额最多的个股为天山铝业。该公司董事兼高管曾超林，董事曾超懿通过竞价交易的方式合计减持4589.86万股，减持金额约8.16亿元。 高德红外减持金额排在第二位，该公司董事黄立通过大宗交易、竞价交易的方式合计减持4815.33万股，减持金额约7.98亿元。 1月董监高及其关联人减持金额 ...

在其看来，背后的主要原因在于，为保障重点领域重大项目资金需求，今年新增地方政府债务限额已提 前下达，尽管2月春节长假来临，仍会有一定规模的政府债券发行；加之去年10月5000亿元新型政策性 金融工具投放完毕后，会带动今年一季度配套贷款较大规模投放。以上都会在一定程度上给资金面带来 收紧效应。 "由此，着眼于应对潜在的流动性收紧态势，人民银行通过买断式逆回购向银行体系注入中期流动性， 能够引导节前资金面处于较为稳定的充裕状态。"王青说。 值得一提的是，人民银行还于同日发布了1月中央银行各项工具流动性投放情况，其中中期借贷便利 （MLF）、公开市场国债买卖及买断式逆回购分别净投放达7000亿元、1000亿元、1000亿元，市场流 动性整体稳中偏松。 "1月政府债供给相较去年同期明显抬升，人民银行也相应将国债买入规模扩张至1000亿元，债市情绪得 以改善，收益率曲线有所下行。"中信证券首席经济学家明明说。 新华财经北京2月3日电（记者翟卓）为保持银行体系流动性充裕，中国人民银行3日公告，将于4日以固 定数量、利率招标、多重价位中标方式开展8000亿元买断式逆回购操作，期限为3个月（91天）。 往后看，明明预计，2月 ...

（文章来源：新华财经） 据船运调查机构SGS公布数据显示，预计马来西亚1月1-31日棕榈油出口量为944885吨，较上月同期出 口的1000703吨减少5.58%。 ...

Group 1 - The core viewpoint of the articles highlights that the China Bank is significantly increasing its bond underwriting scale, projected to reach 1.68 trillion yuan from 2023 to 2025, marking a growth of nearly 300 billion yuan [1] - The bank is focusing on major national strategic deployments and promoting high-quality development in the bond market, with over 1,000 billion yuan in underwriting for technology innovation bonds and related securities for more than 160 issuers [1] - The bank has assisted in issuing seven phases of special bonds aimed at stabilizing growth and expanding investment, with all funds directed towards critical areas such as major equipment updates and technological innovation [1] Group 2 - The bank is leveraging its global advantages to build a bridge for the two-way opening of China's capital market, with panda bond underwriting expected to reach nearly 38 billion yuan by 2025, maintaining its market leadership [2] - The bank has successfully executed several market "firsts," including the first panda bonds for African multilateral development institutions and U.S. and U.K. entities, contributing positively to the influence of the renminbi in the international financial system [2] - The bank's dim sum bond underwriting has exceeded 110 billion yuan, securing its position as the top underwriter in the offshore renminbi bond market for three consecutive years [2]

Core Insights - The report emphasizes the need for the Xianyou Xianzao industry to strengthen its "chain collaboration" advantages to promote integrated, clustered, and ecological development, aiming for deeper, higher, and newer advancements in cluster construction [1] Group 1: Industry Overview - The Xianzao industry is a traditional advantageous industry in Xianyou County, Fujian Province, which has been accelerating its development by leveraging opportunities from the new technological revolution and industrial transformation, aiming to build a trillion-yuan industry system [1] - Data from the National Bureau of Statistics indicates that from January to December 2025, the revenue and total profit of large-scale furniture manufacturing enterprises experienced a year-on-year decline of over 10% [1] - The Xianyou Xianzao industry is showing a new operational trend amidst challenges and transformations, with monitoring indices for industry scale and brand influence steadily improving [1] Group 2: Chain Integration - Xianyou County is advancing the integration of the industrial chain, innovation chain, value chain, and policy chain, forming a new ecological system for the Xianzao industry through comprehensive and multi-factor integration [2] - The county is focusing on achieving vertical integration of the industrial and innovation chains by consolidating resources across the entire industry chain, effectively reducing the operational risks for furniture enterprises reliant on imported raw materials and exported finished products [2] - The average annual growth rate of the Xianzao industry development index in 2025 is projected to be 6.6%, indicating a significant enhancement in the resilience of the supply chain [2] Group 3: Cluster Development - The report highlights that industrial clusters represent competitiveness and comprehensive strength, with Xianyou County leveraging its resource endowments and brand advantages to establish advanced manufacturing clusters as a key support for building a modern industrial system [3] - The county is advised to adopt a "leading enterprise and supporting collaboration" model, enhancing policy synergy and strategic planning to deepen digital empowerment initiatives for small and medium-sized enterprises within the Xianzao industry cluster [3] - A systematic approach to cultivating high-quality enterprises within the Xianzao industry cluster is recommended, supporting leading enterprises to strengthen their capabilities and promoting the growth of specialized and innovative enterprises [3]

新华财经北京2月3日电人民银行3日开展1055亿元7天期逆回购操作，操作利率1.40%，与前次持平；鉴于当日有4020亿元7天期逆回购到期，公开 市场实现净回笼2965亿元。 上海银行间同业拆放利率（Shibor）短期品种窄幅震荡。具体来看，隔夜Shibor下跌4.80BP，报1.3170%；7天Shibor上涨0.30BP，报1.4880%；14天 Shibor上涨0.20BP，报1.5110%。 | | | | 2026-02-03 11:00 | | --- | --- | --- | --- | | | 期限 | Shibor(%) | 涨跌(BP) | | f | O/N | 1.3170 | 4.80 | | ↑ | 1W | 1.4880 | 0.30 | | ↑ | 2W | 1.5110 | 0.20 | | ↑ | 1M | 1.5500 | 0.00 | | ↑ | 3M | 1.5859 | 0.30 | | ☆ | 6M | 1.6042 | 0.27 | | f | 9M | 1.6104 | 0.33 | | ↑ | 1Y | 1.6215 | 0.33 | 上海银行间同业拆放利 ...

新华财经香港2月3日电（记者林迎楠）香港特区政府统计处3日发表的最新零售业销货额数字显示，香 港2025年12月零售业总销货价值临时估计同比上升6.6%，2025年全年零售业总销货价值的临时估计同 比上升1.0%。 数据显示，香港2025年12月零售业总销货价值的临时估计为350亿港元，同比上升6.6%；在12月的零售 业总销货价值中，网上销售占8.8%，其价值的临时估计为31亿港元，同比上升30.9%。 2025年第四季度与第三季度比较，经季节性调整的零售业总销货价值的临时估计上升1.2%，而经季节 性调整的零售业总销货数量的临时估计则下跌0.4%。 此外，2025年全年零售业总销货价值的临时估计为3805亿港元，同比上升1.0%；全年零售业网上销售 价值的临时估计为357亿港元，同比上升12.8%。 香港特区政府发言人表示，12月零售总销货价值继续稳步复苏，2025年全年的零售业总销货价值恢复轻 微增长。未来在良好的经济增长势头支持下，本地消费气氛正在改善，加上访港游客数字持续显著增 长，会继续对零售业务有利。 （文章来源：新华财经） ...

·韩国保健产业振兴院（KHIDI）预测显示，2026年韩国生物健康产业规模将达2900亿美元，同比增长 20.8%，创2019年以来最高增速。该机构指出，化妆品、药品和医疗器械出口强劲是主要驱动力。全球 生物健康产业规模2026年将达15.77万亿美元，同比增长6.2%；而韩国产业占比持续提升，出口额有望 达304亿美元，其中化妆品（125亿美元）和药品（117亿美元）贡献最大。 ·NLI研究所：日元疲软或触发美债市场连锁反应 ·Domain：澳储行意外加息25基点，旨在遏制房价过热 ·汇丰银行：AI热潮推高信用债估值，市场脆弱性上升 ·SMBC：美国银行准备金逼近3万亿美元，实质性缩表"在操作上不可行" 【机构分析】 ·Elara Securities经济学家指出，美印贸易协议有望显著提振印度经济。预计美国下调关税将推动印度名 义GDP同比增速提高0.4个百分点。如果未来欧盟自贸协定全面生效，中期内印度名义GDP增速将额外 提高。美印贸易协议将改善印度国际收支状况，2027财年经常账户逆差有望收窄。预计未来几周卢比兑 美元汇率或走强。 ·汇丰银行策略师表示，信用债市场对人工智能（AI）的过度乐观已推高资产价 ...