新华财经北京2月4日电（吴郑思）贵金属市场回暖叠加美伊局势不确定性萦绕，国际油价在本周初大幅回落后隔夜强势回升。截至纽约时间周二（2月3日） 14:30，WTI原油结算价报每桶63.21美元，较前一日上涨1.07美元，涨幅1.7%；布伦特原油期价上涨1.03美元，涨幅1.6%，结算价报每桶67.33美元。 与此同时，3日早些时候，英国海事安全企业先锋技术公司及其他一些消息源称，一艘美国油轮当天下午在霍尔木兹海峡无视要求其停船的警告，一度被数 艘武装快艇包围。美军中央司令部发言人3日说，美军当天在阿拉伯海击落伊朗一架无人机，并在当天还护送一艘遭伊方船只逼近的美国油轮。这些消息不 禁令市场开始担忧双方的谈判能否按计划推进，进而成为推动3日国际油价大幅反弹的驱动。 短期利多因素仍在发酵后期过剩担忧不减 值得关注的是，除地缘因素带来的利多以外，1月以来驱动油价反弹的基本面利多因素仍在发挥作用：欧佩克+主要产油国1日决定，将在2026年3月继续暂 停增产；哈萨克斯坦原油生产和出口恢复慢于预期；北美遭遇的冬季暴风损及原油产量并提振取暖油需求；以及美印达成一项贸易协议后可能驱动印度原油 采购转向、令其他地区原油供应紧张的预 ...

Group 1 - The average price change rate of a basket of crude oil was reported at 1.61% on February 3 [1] - According to the oil price management regulations, domestic gasoline and diesel prices are adjusted every 10 working days based on international crude oil price changes [3] - Effective from February 3 at 24:00, domestic gasoline and diesel prices increased by 205 yuan and 195 yuan per ton, respectively [3] Group 2 - The first working day of the current pricing cycle is February 4, with the next adjustment window opening on February 24 at 24:00 [3]

从市场整体情况来看，2月2日国际原油期货价格宽幅下跌，但国内成品油零售价上调窗口即将开启，消 息面仍存在一定支撑。业者多以消化库存、观望市场为主，市场整体购销气氛较为清淡。 新华财经北京2月4日电中国汽、柴油批发价格显示，2月3日，中国汽、柴油批发价格均下跌。全国92# 汽油平均批发价格为7413元／吨，较2月2日下跌10元／吨；柴油（含低凝点）平均批发价格为6098元／ 吨，较2月2日下跌24元／吨。 （文章来源：新华财经） 分区域来看，黑龙江、江苏、浙江、海南、天津、广西汽油批发价格均上涨，重庆、北京、内蒙古、湖 北、广东、福建、新疆、安徽、四川、山东汽油批发价格均下跌；山西柴油批发价格上涨，上海、北 京、广东、内蒙古、山东、四川、天津、甘肃、安徽、福建柴油批发价格均下跌。山东地炼方面，汽、 柴油价格均下跌。 中国汽、柴油批发价格由中国经济信息社-中国石油经济技术研究院"能源大数据实验室"联合上海石油 天然气交易中心发布，基于对全国范围内主要经营单位和社会经营单位（不含炼厂）的批发价格数据采 集并计算形成，是反映中国汽、柴油批发市场整体情况的权威产品。 ...

新华财经北京2月4日电（记者安娜）中国石油集团经济技术研究院3日发布的《2025年国内外油气行业发展报告》预计，2026年，我国天然气消费增速将回 升。 天然气在能源转型中占据重要地位。这份报告预计，2026年，我国天然气消费量约4500亿到4550亿立方米，增速约较上年提升1.1到2.2个百分点；2030年， 我国天然气消费量约5500亿立方米，"十五五"期间年均增速约5.0%。 图为《2025年国内外油气行业发展报告》《全球能源安全报告（2025）》发布会现场（记者安娜摄） 中国石油集团经济技术研究院副院长吴谋远说，"十五五"期间，我国推进散煤替代、推动煤炭消费达峰，将为工业领域"气代煤"打开巨大发展空间；在电力 需求与灵活性电力调峰需求双重驱动下，我国发电用气量有望较快增长；国内LNG（液化天然气）重卡或保持较快增长态势，用气人口规模或持续扩大， 也有望拉动城燃用气稳定增长。 （文章来源：新华财经） 从全球来看，上述报告预计，2026年，天然气市场需求将保持中低速增长，新增LNG液化产能快速释放，市场供需趋于宽松。 此外，根据这份报告，2026年，国际石油市场供需可能会进一步宽松，国际油价运行中枢或进一 ...

Group 1 - The core point of the article is that France's fiscal deficit is projected to be €124.7 billion by the end of December 2025, which represents a reduction of €31.6 billion compared to the same period in 2024, marking a 20% decrease and the highest annual reduction since 2020 [1] - France's fiscal revenue for 2025 is expected to exceed the projected budget by €4 billion, while fiscal spending is slightly lower than the expected amount by €300 million [1] - The improvement in France's fiscal deficit balance for 2025 is primarily attributed to strong fiscal revenues, particularly from a special tax on large corporate profits, which alone is expected to generate €7.5 billion in revenue [1]

土耳其财政部长穆罕默德·希姆谢克表示，恶劣天气推高食品价格以及季节性因素影响，是1月通胀走高 的主要原因，但这些影响对中期通胀走势"较为有限"。他强调，政府将坚定推进去通胀政策，确保通胀 下行趋势持续。 土耳其央行方面预计，到2026年底通胀率将降至16%左右，并维持在13%至19%的目标区间内。 （文章来源：新华财经） 新华财经伊斯坦布尔2月4日电（记者许万虎）土耳其统计局3日发布数据显示，2026年1月该国年度通胀 率连续第四个月回落，同比降至30.65%，创下自2021年11月以来最低水平。但受季节性因素和年初价 格调整影响，当月CPI环比涨幅明显走高。 数据显示，1月消费者价格指数环比上涨4.8%，高于去年12月的0.9%，也超过市场此前预期的4.32%。 食品、交通和住房成为推高物价的主要因素，其中食品及非酒精饮料价格环比上涨6.59%，对当月通胀 贡献最大。 ...

报告说，口蹄疫疫情给南非牛肉出口带来直接冲击。南非2025年前11个月的牛肉出口量降至2.48万吨， 较2024年同期的3.87万吨减少1.39万吨，出口额减少约3.71亿兰特（约合2315万美元）。报告预计， 2026年同期的牛肉出口量或进一步降至约1.3万吨。按照目前的发展态势，到2026年底，口蹄疫疫情对 南非牛肉出口造成的累计损失可能达到26亿兰特。 新华财经开普敦2月3日电（记者王晓梅王雷）南非研究机构食品与农业政策局（Bureau for Food and Agricultural Policy）日前发布报告称，持续蔓延的口蹄疫疫情对南非牛肉和乳制品行业造成巨大经济损 失。 这份题为《口蹄疫危机相关初步损失估算》（Initial Cost Estimates Linked to the FMD Crisis）的报告 说，2025年南非累计报告国内牲畜感染口蹄疫病例2.44万例，其中仅2025年下半年就报告病例近2.16万 例，"远超"2022年创下的过去20年的最高纪录7700例，且口蹄疫疫情在2025年首次蔓延至南非全国九个 省中的八个省，仅北开普省未受影响。 南非本轮疫情于2025年4月在夸祖 ...

Core Insights - The National Energy Administration has recognized the "Large Open-Pit Coal Mine Unmanned Transport System" developed by the State Energy Group as one of the top ten technological innovations in the energy sector for 2025 [1] Group 1: Project Overview - The project aims to achieve an annual production capacity of over 30 million tons in open-pit coal mining through the development of an intelligent unmanned transport system that integrates "cloud-edge-end" technology [2] - The system operates in a coordinated manner with auxiliary equipment such as electric shovels, road graders, and water trucks, enabling integrated unmanned operations for "mining, transportation, and discharge" [2] Group 2: Technological Achievements - The project has successfully overcome seven major subsystem challenges, achieving international leading or advanced levels in technology [6] - Key technological breakthroughs include precise line control for ultra-large tonnage mining trucks, accurate navigation in complex terrains, compatibility among equipment from multiple manufacturers, and safety control in extreme working conditions [6] - The project fills a technological gap in large-scale unmanned transport for 300-ton mining trucks in open-pit coal mines [6] Group 3: Economic Impact - The implementation of this project in multiple large open-pit coal mines has led to significant economic benefits through improved production efficiency and optimized operational costs [6] - It supports the mining industry's goals of reducing workforce, enhancing safety, and increasing efficiency, while providing a replicable and scalable model for digital transformation in traditional mining operations [6]

Group 1 - The Central Document No. 1 for 2026 emphasizes the importance of agricultural modernization and rural revitalization as a key strategy for China's modernization, aiming to enhance agricultural productivity and improve living conditions for farmers [1] - In January 2026, A-share new accounts reached 4.9158 million, a year-on-year increase of 213% compared to January 2025, indicating a significant rise in retail investor participation [1] - The Ministry of Industry and Information Technology, along with eight other departments, released guidelines for the safe export of automotive data, aiming to facilitate efficient and secure cross-border data flow in the automotive sector [1] Group 2 - Recent rumors regarding potential increases in VAT rates for the gaming and financial sectors have been deemed unfounded by experts, indicating stability in tax policies for these industries [1] - The People's Bank of China announced a reverse repurchase operation of 800 billion yuan, indicating a strategy to manage liquidity in the financial system [1] - The National Development and Reform Commission reported an increase in domestic gasoline and diesel prices by 205 yuan and 195 yuan per ton, respectively, reflecting fluctuations in international oil prices [1] Group 3 - The Ministry of Commerce plans to optimize the implementation of appliance recycling and subsidy policies, with sales of six categories of home appliances and four categories of digital products exceeding 15 million units and nearly 59 billion yuan in sales in January [1] - The Shanghai Gold Exchange and other trading platforms have implemented risk control measures, including adjustments to margin levels and trading limits for various commodities, indicating a proactive approach to market volatility [2] - The announcement of significant investments by companies such as Fulin Precision and Wangneng Environment in new projects highlights ongoing growth and expansion in the manufacturing and environmental sectors [4]

截至当天收盘，道琼斯工业平均指数比前一交易日下跌166.67点，收于49240.99点，跌幅为0.34%；标 准普尔500种股票指数下跌58.63点，收于6917.81点，跌幅为0.84%；纳斯达克综合指数下跌336.922点， 收于23255.185点，跌幅为1.43%。 板块方面，标普500指数十一大板块六跌五涨。科技板块和通信服务板块分别以2.17%和1.28%跌幅领 跌，能源板块和材料板块分别以3.29%和2.00%涨幅领涨。 新华财经纽约2月3日电（记者刘亚南）由于投资者再次抛售，纽约股市三大股指3日收盘时均下跌。 城堡公司创始人兼首席执行官肯·格里芬（Ken Griffin）3日表示，一些企业以人工智能为借口裁员让人 工智能面临很多负面报道。客观上讲，很少有企业的生产力提高足以进行如此规模的裁员。一些企业实 际上在减少非战略领域的员工人数，归咎于人工智能是一个更加友善和温和的说辞。 美国国会众议院3日投票通过联邦政府多个部门本财年剩余时间拨款法案，从1月31日开始的联邦政府部 分"停摆"僵局得以化解。消息公布后，市场人气有所提振，股市跌幅收窄。 个股方面，人工智能题材军工股Palantir技术公司 ...