资讯编辑：沈一冰 021-26093395 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 免责声明：Mysteel发布的原创及转载内容，仅供客户参考，不作为决策建议。原创内容版权归Mysteel所有，转载需取得Mysteel书面授 权，且Mysteel保留对任何侵权行为和有悖原创内容原意的引用行为进行追究的权利。转载内容来源于网络，目的在于传递更多信息，方 便学习与交流，并不代表Mysteel赞同其观点及对其真实性、完整性负责。 李强首先来到济南二机床集团有限公司，察看灯塔工厂生产线，详细询问减材制造、增材制造等工艺以 及新材料应用情况，对企业通过数智化转型持续提升竞争力表示赞许。李强说，智能制造是推动产业技 术变革和优化升级的主攻方向，要积极利用人工智能技术对生产制造全链条全周期进行重塑。在保持规 模优势基础上更加注重科技创新，推动技术产品迭代升级，提高自主可控能力。要根据相关产业特别是 新兴产业、未来产业发展需求，持续加大研发投入，强化软硬件协同，不断增加优质供给。在聊热入济 供热北线4号中继能源泵站，李强深入了解聊热入济、济南燃煤锅炉替代等工作进展，对当地供热" ...

综合新华社驻外记者报道：据伊朗媒体报道，伊朗总统佩泽希齐扬2日下令同美国启动核谈判，伊朗可 能在未来几天同美国举行高规格谈判。白宫和以色列政府官员2日分别证实，美国总统特使威特科夫将 于3日抵达以色列。 美国和以色列方面表示，威特科夫3日抵达以色列后将与以总理内塔尼亚胡会面。 约旦外交大臣萨法迪2日说，约旦不会成为任何针对伊朗军事行动的跳板。此前，沙特阿拉伯、阿拉伯 联合酋长国已作出类似表态。 伊朗外交部发言人巴加埃2日早些时候在回答"伊朗如何确保与美国的谈判不是陷阱"这一问题时说："我 们当然会考虑以往的经验。过去10年，我们多次经历美国的背信弃义、违背诺言和欺骗行为……这些经 验不是轻易得来的，我们肯定会在任何决策中予以考虑。"巴加埃还否认伊朗收到来自美国开战的"最后 通牒"。他表示，"伊朗从未收到任何形式的最后通牒或时间表"。 资讯编辑：沈一冰 021-26093395 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 据伊朗伊斯兰共和国通讯社2日报道，伊朗武装部队总参谋长穆萨维1日晚视察一支武装部队战备情况时 说，对任何侵犯伊朗主权和领土完整的军事挑衅，伊朗已做好 ...

截至2月2日，全球最大的黄金ETF——SPDR Gold Trust的黄金持仓量为1,087.10吨，与前一交易日持 平。 （文章来源：新华财经） ...

Core Insights - The China Electricity Council released a report predicting a 5%-6% year-on-year growth in national electricity consumption by 2026 [1] - By the end of 2026, installed solar power capacity is expected to surpass coal power capacity for the first time, with wind and solar combined accounting for half of the total installed capacity [1] Group 1: Electricity Supply Forecast - The report anticipates that over 400 million kilowatts of new power generation capacity will be added in 2026, with over 300 million kilowatts coming from renewable energy sources [1] - The total installed power generation capacity is projected to reach approximately 4.3 billion kilowatts by the end of 2026, with non-fossil energy sources accounting for 2.7 billion kilowatts, representing about 63% of the total capacity [1] - The share of coal power in total installed capacity is expected to decrease to around 31% by 2026 [1] Group 2: Electricity Supply and Demand Balance - The report indicates that the overall electricity supply and demand will be balanced in 2026, although there may be tight supply during peak periods in certain regions [2] - During summer, regions such as Southwest, Central China, and East China may experience tighter supply-demand balance, while winter will see a generally balanced situation across the country [2] - In case of extreme weather or tight primary energy supply, localized supply-demand imbalances can be addressed through inter-provincial and inter-regional cooperation [2]

Core Viewpoint - The Shanghai second-hand housing market is experiencing an unexpected surge in activity during the traditional off-peak season, driven by improved price-performance ratios and a shift in buyer sentiment towards lower-priced properties [1][3][5]. Group 1: Market Activity - From November 2025 to January 2026, the Shanghai second-hand housing market recorded nearly 23,000 transactions per month, totaling close to 70,000 homes sold in three months, breaking the traditional seasonal slowdown [2][3]. - The transaction volume in January 2026 increased significantly compared to the previous years, with a year-on-year growth of 39.4% compared to January 2024 and 23.4% compared to January 2025 [2]. Group 2: Price Dynamics - The average price of second-hand residential properties in Shanghai in January 2026 was 55,265 yuan per square meter, reflecting a month-on-month decline of 1.22% and a year-on-year decline of 7.61%, indicating a return to more reasonable price levels [3][4]. - Properties priced below 3 million yuan accounted for over 70% of transactions, with nearly half of the sales in January 2026 being below 2 million yuan [2][4]. Group 3: Investment Sentiment - The rental yield for certain older properties has increased, making them attractive for both living and investment purposes, with some areas showing yields as high as 3.0%, surpassing bank deposit rates [4][6]. - The current market is showing signs of a "bottoming" phase, with a significant reduction in the number of listings, indicating a shift in seller and buyer expectations [4][5]. Group 4: Future Outlook - There is a growing belief that the market may transition from "price-driven volume" to "stable volume and price," with conditions for price stabilization gradually being met [5][6]. - The real estate policy is shifting towards stabilizing expectations and shortening adjustment periods, with potential demand release expected in March 2026 as new quality land parcels are introduced [6].

德国1月制造业PMI终值则从上月的47.0升至49.1，也略高于初值48.7，创下三个月高位，但仍低于50荣 枯线。就业水平继续下滑，反映企业正在进行重组且职位空缺未能填补。制造商对来年前景持乐观态 度，预期指数升至七个月高点。 意大利与西班牙1月制造业PMI分别为48.1和49.2，均处于萎缩状态，但意大利的下行势头略有缓和。 总体而言，欧元区制造业复苏步伐缓慢且不平衡，德国等核心经济体的持续疲软抵消了法国的增长，对 区域经济动能构成拖累。短期内，制造业强劲复苏的可能性较低。展望未来十二个月，企业对扩大生产 的态度较上月略显乐观。 （文章来源：新华财经） 新华财经北京2月2日电受新订单持续疲软拖累，欧元区1月制造业活动连续第三个月处于收缩区间。 欧元区1月制造业PMI终值升至49.5，虽高于2025年12月的48.8，但仍连续第三个月处于50荣枯线下方， 表明行业持续萎缩。汉堡商业银行首席经济学家Cyrus de la Rubia表示："制造业确实出现了一些进展， 但速度缓慢。"作为整体指数的关键组成部分，制造业产出指数1月从2025年12月的48.9回升至50.5，重 新站上50荣枯线，显示产出温和增长。 ...

Core Viewpoint - The Beijing Financial Assets Exchange (北金所) has maintained a stable issuance scale in its centralized bookkeeping and filing system in January 2026, with an active bond trading environment indicating continued institutional interest in standardized bond issuance and trading platforms [1]. Issuance Data - In January 2026, the centralized bookkeeping system completed 967 issuances, totaling 8,726.03 billion yuan, providing a smooth channel for corporate debt financing at the beginning of the year [1][2]. - Breakdown of issuance by bond type includes: - SCP: 342 issuances, 4,385.12 billion yuan - CP: 46 issuances, 308.20 billion yuan - MTN: 377 issuances, 3,183.20 billion yuan - PPNCP: 21 issuances, 97.78 billion yuan - PPNMTN: 72 issuances, 457.44 billion yuan - ABN: 109 issuances, 294.30 billion yuan [2]. Trading Activity - In January, there were 21 trading days, with a total of 3,922 quotes made in the bond trading system, averaging about 187 quotes per day, showing an increase compared to December 2025 [3]. - The average yield levels for bonds in January showed a slight decrease compared to December, with specific bonds having notable yields, such as: - Medium-term notes with a buy yield of 1.58% and a sell yield of 2.11% - Short-term financing bonds with a buy yield of 1.31% and a sell yield of 2.22% [4]. Transaction Summary - In January 2026, a total of 15 bond transactions were completed, with cumulative transactions since November 2014 reaching 1,027, totaling 341.36 billion yuan [5]. - The breakdown of transactions includes: - 731 purchases and 296 sales by non-financial institutional qualified investors - 932 different bonds traded, including 15 short-term financing bonds and 569 medium-term notes [5]. - The data reflects a stable willingness among institutions to engage in bond issuance and trading through standardized platforms, with particular interest in certain types of credit assets [5].

上海银行间同业拆放利率（Shibor）隔夜品种小幅上行，7天和14天品种下挫近10BP。具体来看，隔夜Shibor上涨3.70BP，报1.3650%；7天Shibor 下跌9.50BP，报1.4850%；14天Shibor下跌8.90BP，报1.5090%。 | | | | 2026-02-02 11:00 | | --- | --- | --- | --- | | | 期限 | Shibor(%) | 涨跌(BP) | | t | O/N | 1.3650 | 3.70 | | 价 | 1W | 1.4850 | 9.50 | | 中 | 2W | 1.5090 | 8.90 | | t | 1M | 1.5500 | 0.10 | | tr | 3M | 1.5889 | 0.01 | | 价 | em | 1.6069 | 0.21 | | tr | 9M | 1.6137 | 0.33 | | 1 | 1Y | 1.6248 | 0.32 | 上海银行间同业拆放利率（2月2日） 新华财经北京2月2日电人民银行2日开展750亿元7天期逆回购操作，操作利率1.40%，与前次持平；鉴于当日有1505亿元7天 ...

Core Viewpoint - The mismatch between job supply and demand is a result of industrial transformation, technological revolution, and generational change, necessitating policy collaboration to align talent supply with demand [1][2]. Group 1: Causes of Mismatch - The current global landscape is undergoing profound adjustments, with a new wave of technological revolution accelerating industrial upgrades, leading to the disappearance of traditional jobs and the emergence of new demands [2]. - The arrival of the artificial intelligence era is significantly reshaping operational logic across industries, requiring a redefinition of traditional roles and the emergence of new positions, while the talent supply system has not fully adapted to this rapid change [2]. - The employment perspectives of the "Z generation" (born between 1995 and 2009) have shifted significantly, influenced by their upbringing in the digital age, leading to changes in job selection criteria and societal recognition [3]. Group 2: Solutions for Mismatch - Addressing the employment mismatch requires fundamental reforms in the education system, enhancing practical course offerings, and adopting a problem-oriented educational model to improve students' comprehensive abilities [4]. - The establishment of a dual mentorship system involving both academic and industry experts is crucial for aligning education with industry needs, fostering a blend of academic and practical skills in students [4]. - Implementing a full-process internship certification system and creating policies that connect academic training with industry development are essential for bridging the gap between education and employment [5]. Group 3: Building a Stable Employment Ecosystem - Youth employment requires not only alignment from employers but also supportive social policies, such as increasing the supply of affordable rental housing to alleviate concerns for young professionals [6]. - Enhancing the evaluation system for youth innovation and entrepreneurship, along with establishing recognition mechanisms, can encourage more young individuals to engage in industrial innovation [6]. - A collaborative effort involving educational reform, industry engagement, and policy support is necessary to transform structural employment challenges into opportunities for high-quality development [7].

新华财经悉尼2月2日电（记者李晓渝）金融分析公司标普全球（S&P Global）公布的最新数据报告显 示，2026年1月标普全球澳大利亚制造业采购经理指数（S&P Global Australia Manufacturing PMI）从前 一个月的51.6点升至52.3点。 标普全球经济学家潘婧怡表示，1月澳大利亚制造业PMI数据显示，当月澳大利亚制造业的经营状况加 速改善。在工厂产出增速加快并达到与长期趋势水平相当程度的同时，企业用工和采购活动也以较为显 著的速度增长。各个分项数据，包括新增订单指标和未来产出指标，都指向未来数月制造业产出将继续 增长的可能性。同时，新增出口订单自去年8月以来首次回升，说明需求端也出现了更广泛的改善。但 她表示，尽管供应状况恶化的速度有所放缓，但这仍导致企业面对的成本压力进一步加剧，并进而推动 产品销售价格上升。 这是该指数连续第三个月处于50点枯荣线以上，说明澳大利亚制造业继续呈扩张态势，且扩张幅度有所 扩大。 （文章来源：新华财经） 标普全球澳大利亚制造业PMI是根据产出指标、新增订单指标、用工指标、供应商交货时间指标和采购 库存指标计算得出的加权平均值。该指数高于50点 ...