新华财经香港1月27日电（记者林迎楠）27日，港股主要指数高开高走，截至收盘，恒生指数上涨 1.35%至27126.95点，恒生科技指数上涨0.50%至5754.72点，国企指数上涨1.07%至9244.88点。 当日恒指高开97.63点，开报26863.15点，开盘后波动向上，午前稍有回落，午后振幅缩小并在高点附近 震荡，最终恒指涨361.43点，主板成交超2543亿港元。当日，港股通（南向）净流出超过6亿港元。 个股方面，中芯国际涨1.39%，小米集团涨0.97%，中国人寿涨5.97%，中国移动跌0.38%，中国平安涨 2.35%，紫金黄金国际涨11.59%，华虹半导体涨2.70%，智谱涨7.56%，建设银行涨1.44%，宁德时代涨 0.21%，老铺黄金跌3.24%，中国移动跌0.38%，工商银行涨1.92%，耀才证券金融涨1.80%。 成交额前三的个股中，腾讯控股涨1.25%，成交超144亿港元；阿里巴巴涨2.85%，成交超124亿港元； 紫金矿业涨2.89%，成交超56亿港元。 （文章来源：新华财经） 整体来看，多数板块上涨，黄金、有色金属、商业航天、光通讯、保险、银行、石油与天然气等股多为 上涨，芯 ...

（文章来源：新华财经） 在去年初借款严格限制放松后，德国政府正通过扩大发债品种来增加债务发行。财政部机构联席主管塔 莫·迪默上月宣布该计划时表示，发行20年期债券是为了满足市场需求。他认为，由于荷兰养老金制度 改革降低了市场对30年期等更长期债券的需求，20年期债券正受到越来越多的关注。此类银团发债通常 比常规拍卖成本更高，但使政府能够快速筹集大量资金，同时分散投资者基础。 新华财经北京1月27日电德国首次通过银行渠道发行20年期国债，以测试投资者对该期限债券的需求。 据知情人士透露，这份新的2047年5月到期债券的发行价格约比可比债券高出3个基点。德国商业银行策 略师预计此次发行将筹集至多60亿欧元。 ...

·安联投资：美联储本周料按兵不动鲍威尔表态或比利率决议更引关注 ·Navellier：美联储议息会议恐将"失焦" 新主席提名或成市场关注核心 ·华泰证券：预计美联储1月大概率暂缓降息 ·华泰证券研报称，美联储大概率暂缓降息，且维持2025年12月的前瞻指引，新增信息或较少。关注鲍 威尔对利率路径、联储独立性以及是否留任理事的表态。 ·在日本雇主与工会之间的正式工资谈判启动之际，日本最大商业游说团体的负责人警告称，需要密切 关注美国关税对日本产业的影响，这番言论传递出谨慎信号。日本经济团体联合会会长十仓雅和周二在 与日本最大的工会联合会举行会议时表示："尽管从宏观角度看，美国的关税措施可能不会有那么大的 影响，但我们仍需要从微观角度密切关注。"十仓雅和强调，尤其需要监测其对中小企业的影响。尽管 如此，十仓雅和表示，他预计企业在谈判期间仍将在一定程度上维持涨薪势头，尽管面临一些"显然非 常困难的因素"。这次会议标志着年度工资谈判的正式启动，预计谈判将于3月达成协议。十仓雅和没有 对谈判最终可能达成的涨幅发表评论。 ·市场猜测，规模达1.8万亿美元的日本政府养老投资基金（GPIF）有可能调整其投资组合，以帮助稳定 ...

| 名 称 | 价 格 | 单 位 | | --- | --- | --- | | 开 盘 | 78. 00 | 元/吨 | | 最 高 | 78. 50 | 元/吨 | | 最 低 | 78. 00 | 元/吨 | | 收 盘 | 78. 48 | 元/吨 | | 涨幅 | -4. 05% | | 新华财经北京1月27日电据微信公众号"全国碳交易"，1月27日全国碳市场综合价格行情为开盘价78.00元／吨，最高价78.50元／吨，最低价78.00元／吨， 收盘价78.48元／吨，收盘价较前一日下跌4.05%。 今日挂牌协议交易成交量111515吨，成交额8750938.50元；今日无大宗协议交易；今日无单向竞价。 今日全国碳排放配额总成交量111515吨，总成交额8750938.50元。 2026年1月1日至1月27日，全国碳市场碳排放配额成交量10186817吨，成交额736108668.30元。 截至2026年1月27日，全国碳市场碳排放配额累计成交量875053337吨，累计成交额58398726899.87元。 | 各年度 | | | 开盘价 > > 最高价 > > 最低价 > 收盘价 开查价格 | ...

公告指出，受全球食品和原材料市场波动、吉税率调整和内需增长等因素影响，吉央行将基准利率保持 在11%的水平。 （文章来源：新华财经） 公告说，2025年，吉实际国内生产总值增长11.1%，经济增长主要由建筑业和服务业带动。居民实际收 入增长、资金净流入增加以及消费信贷活跃支撑了吉国内消费需求。 截至2026年1月16日，吉尔吉斯斯坦年化通胀率为9.4%，吉央行货币信贷政策的优先事项仍是确保通胀 率回落至5%至7%的中期目标水平。 新华财经比什凯克1月27日电 吉尔吉斯斯坦国家银行网站27日发布公告说，该银行董事会决定，自27日 起维持基准利率11%不变。 ...

Core Viewpoint - The company, Shuangliang Energy, forecasts a net loss of 780 million to 1.06 billion yuan for 2025, indicating a significant reduction in losses compared to 2024, attributed to the seasonal characteristics of the photovoltaic industry [2] Group 1: Financial Performance - Shuangliang Energy's projected losses are relatively smaller compared to leading companies in the photovoltaic sector, which are expected to incur losses ranging from 4 billion to 10 billion yuan [2] - The company has made provisions for fixed asset impairment, which may also contribute to the losses in the fourth quarter [3] Group 2: Growth Drivers - The company has made breakthroughs in zero-carbon parks, core equipment, and emerging sectors, which inject growth momentum and enhance market confidence [3] - Shuangliang Energy's zero-carbon park solutions have gained industry recognition, with significant projects underway, including a 24 MW rooftop photovoltaic green electricity project and a 600 MW wind-solar-storage project expected to be operational by 2026 [3] Group 3: Technological Advancements - Continuous breakthroughs in core equipment technology are crucial for supporting performance, with the energy service industry in China projected to exceed 1.2 trillion yuan by 2025, growing at a compound annual growth rate of over 18% [4] - The company has achieved significant advancements in its natural ventilation direct air cooling system, which has been successfully applied in extreme conditions, filling a gap in the market [4] Group 4: Market Opportunities - The synergy between the photovoltaic sector and emerging markets strengthens the growth foundation, with the company adopting a customer-centric strategy to ensure stable supply and delivery [6] - The space photovoltaic sector is expected to open a trillion-yuan market, with Shuangliang Energy positioned to benefit from its technological capabilities in photovoltaic silicon materials and smart energy management [6] - The green hydrogen production business is emerging as a new growth driver, with the company’s alkaline water electrolysis equipment setting global benchmarks and aligning with low-carbon transition demands [6] Group 5: International Recognition - Shuangliang Energy is a core equipment supplier for the largest polysilicon project in the Middle East, showcasing its international recognition and capability to provide solutions for the photovoltaic industry [7] - The company’s diverse business layout and technological accumulation enable it to maintain stable development amid industry fluctuations, supported by national energy-saving and carbon reduction policies [7]

（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1-25日棕榈油出口量为746745吨，较上月同期出 口的824276吨减少9.41%。 ...

（文章来源：新华财经） Navellier首席投资官Louis Navellier分析称，由于租金与房价下跌、原油价格低迷，叠加从其他国家输入 的通缩压力及全球多国经济疲软，严重的通缩风险正在酝酿，或将迫使美联储将关键利率至少下调 1%。 ...

据农业农村部监测，截至1月27日14:00时，全国农产品批发市场猪肉平均价格为18.66元/公斤，较前一 日上升0.1%；鸡蛋平均价格为8.51元/公斤，较前一日上升1.2%。 （文章来源：新华财经） ...

Market Overview - A-shares experienced a rebound on January 27, with all three major indices closing in the green. The Shanghai Composite Index closed at 4139.9 points, up 0.18%, with a trading volume of 12.89 trillion yuan. The Shenzhen Component Index rose 0.09% to 14329.91 points, with a trading volume of 16.05 trillion yuan. The ChiNext Index increased by 0.71% to 3342.6 points, with a trading volume of 7.504 trillion yuan. The STAR 50 Index gained 1.51% to 1555.98 points, with a trading volume of 1.021 trillion yuan [1]. Sector Performance - The semiconductor industry chain showed strength, with stocks like Dongxin Co. and Kangqiang Electronics hitting the daily limit. Huahong Semiconductor rose over 7% to reach a new high. The precious metals sector continued its strong performance, with China Gold achieving three consecutive trading limit increases and Hunan Gold achieving two. The CPO concept stocks were active, with Yuanjie Technology rising over 10% to a historical high and Huilv Ecology hitting the daily limit. The space photovoltaic concept also saw gains, with companies like Saiwu Technology and Jincheng Co. hitting the daily limit. Conversely, the battery industry chain weakened, with Tianji Co. and Huasheng Lithium falling over 6% [1][2]. Institutional Insights - According to Jifeng Investment Advisory, the semiconductor sector remains strong, and investors should focus on leading companies in high-demand industries after recent pullbacks. The long-term outlook for A-shares is positive, with expectations of a turning point in the economy driven by policy stimulus. Recommended sectors include semiconductors, consumer electronics, artificial intelligence, robotics, and commercial aerospace [3]. - Citic Securities conducted a systematic review of the photovoltaic cycle as a reference for the current lithium battery cycle, concluding that price increases have not negatively impacted demand, and that price adjustments are primarily due to capacity increases rather than demand shrinkage. They expect stock prices to follow the upward trend of the industry chain [3]. Policy Developments - The Ministry of Emergency Management and the Ministry of Industry and Information Technology released guidelines to promote innovation in emergency management equipment, emphasizing the integration of new technologies such as AI and satellite internet. The focus is on developing high-performance, innovative equipment and enhancing supply capabilities [5]. - The Ministry of Human Resources and Social Security announced plans to expand the scale of entrusted investments for basic pension insurance funds, aiming to deepen social security system reforms and improve fund management [6]. Educational Initiatives - The University of Chinese Academy of Sciences established the Interstellar Navigation College, focusing on advanced fields such as interstellar propulsion and deep space communication. This initiative aims to cultivate talent with a solid foundation and strategic vision to support national strategies and address talent shortages [7].