在"因城施策、优化供给"的政策引导下，专项债券正成为地方盘活存量闲置资源、优化要素配置的重要 金融工具。据新华财经梳理，2025年全国各地已发行用于收购存量闲置土地的专项债券规模超3000亿 元，约占全年新增专项债券发行总额的6.7%，成为稳预期、促流转、助转型的一股"活水"。 各地收储需求高涨浙粤领跑、住宅用地为主力 2025年以来，随着相关政策体系持续完善，专项债收储存量闲置土地工作推进明显加速。中指研究院报 告显示，截至2025年12月末，全国共有26个省市公示拟使用专项债收回收购存量闲置土地，涉及地块超 5500宗，总用地面积近3亿平方米，按平均容积率估算，可形成约6亿平方米的潜在供应。 从省份分布看，浙江、广东两省拟收储规模领先，公示金额分别超过900亿元和890亿元。城市层面，重 庆以近700亿元的拟收储金额和约2100万平方米的收储面积，成为"双料第一"，杭州、温州等城市亦超 过200亿元。 整体来看，一二线城市表现更为积极，公示地块约1250宗，拟收储金额超2700亿元，占总金额的36%。 有行业观察人士指出，这反映出重点城市在存量资源优化方面的先行态势。 从用地性质来看，住宅用地占比显著，宗 ...

天津航运指数由天津国际贸易与航运服务中心发布，发布时间为每个工作日，指数样本范围覆盖27条连接天津港、青岛港、曹妃甸港与世界港口的国际航 线，也包括天津港和中国主要港口的内贸海运航线。该指数以2010年7月16日为基期，基期指数为1000点。 分类别看，北方国际集装箱运价指数明显回落。欧地航线市场货量增长不及预期，船公司持续加大降价揽货力度，天津至欧洲、地中海东部、地中海西部运 价指数分别下跌3.42%、4.36%和6.85%。美国航线贸易商出货量低位徘徊，航运联盟通过特价舱、大票货优惠等方式加大揽货力度，天津至美西、天津至美 东航线运价指数分别下跌12.19%和5.23%。最终，TCI收于1215.72点，相比1月9日累计下跌5.45%。 北方国际干散货运价指数延续弱势。粮食市场运价止跌回升，累计涨幅为0.55%。煤炭及金属矿石市场运价加速下行，累计跌幅分别为2.98%、5.11%。TBI 连续走低，最终收于1010.47点，相比1月9日累计下跌2.96%。 沿海集装箱运价指数小幅回升。其中，沿海集装箱出港运价指数企稳上行，累计涨幅3.38%。春节临近，煤炭运输需求增加，市场运力适度调整，运价止跌 回升。沿 ...

三是消费环境发展向好。推进全国统一大市场建设有利于持续优化消费环境，新技术、新科技应用将会 增加更多高品质消费供给，沉浸式、体验式消费场景也在不断培育，消费者权益保护持续加强，这些都 有助于释放更大消费潜力。 新华财经北京1月19日电（记者安娜）国家统计局局长康义19日在国新办发布会上说，2026年，尽管面 临压力和挑战，但支撑消费继续增长的积极因素仍然较多，我国消费市场有望平稳增长。 回望2025年，消费的"压舱石"作用凸显。根据国家统计局发布的数据，2025年，我国社会消费品零售总 额突破50万亿，比上年增长3.7%，增速比2024年加快0.2个百分点，规模居全球零售市场前列；最终消 费支出对经济增长的贡献率是52%，比上年的贡献率提高了5个百分点，是经济增长的主动力和稳定 锚。 展望2026年，康义认为，我国保持消费平稳增长仍有不少有利条件： 一是消费升级蕴含着巨大潜力。我国有14亿多人口，有庞大的中等收入群体，是具有全球影响力的超大 规模市场。当前，居民消费向优转变，个性化、多样化、品质化的消费偏好日益凸显，其中蕴藏着巨大 潜力。 二是促消费政策继续显效。今年将深入实施提振消费专项行动，制定实施城乡居 ...

（文章来源：新华财经） 据农业农村部监测，截至1月19日14:00时，全国农产品批发市场猪肉平均价格为18.46元/公斤，较上周 五上升2.2%；鸡蛋平均价格为8.13元/公斤，较上周五上升4.2%。 ...

Core Viewpoint - The industrial sector is a crucial part of the real economy and serves as a stabilizing force for economic operations. By 2025, China's industrial production is expected to show rapid growth, improved structure, and new driving forces, significantly supporting economic stability [1]. Group 1: Industrial Strength Development - By 2025, China's industrial added value is projected to reach 41.7 trillion yuan, representing a 5.8% increase from the previous year, with a growth rate acceleration of 0.3 percentage points. The contribution rate to economic growth is expected to be 35%, an increase of 1.8 percentage points from the previous year [2]. - The manufacturing sector continues to expand, with the added value of manufacturing expected to reach 34.7 trillion yuan, growing by 6.1% year-on-year, maintaining a GDP share of around 25% [2]. Group 2: Industrial Structure Upgrade - The trend towards high-end, intelligent, and green development in manufacturing is becoming more pronounced. The added value of equipment manufacturing and high-tech manufacturing is expected to grow by 9.2% and 9.4%, respectively, with their shares in above-scale industrial output rising to 36.8% and 17.1% [2]. - New products such as high-speed trains, industrial robots, and servers are experiencing rapid growth, with the production of new energy vehicles surpassing 16 million units, maintaining the global lead for 11 consecutive years [2]. Group 3: Industrial Transformation and Upgrading - Traditional industries are continuously developing new driving forces through technological breakthroughs, digital empowerment, and green transformation. The added value of the petroleum processing industry is expected to grow by 6.7%, with the biofuel processing sector growing by 16.8% [3]. - The chemical fiber industry is projected to grow by 8.2%, with bio-based material manufacturing increasing by 27.9%. Profit growth in industries such as graphite and carbon products manufacturing and biochemicals is expected to be 73.9% and 48.3%, respectively [3]. Group 4: Improvement in Manufacturing Enterprise Efficiency - In the first 11 months of 2025, profits in above-scale manufacturing are expected to increase by 5% year-on-year, a recovery from a 4.6% decline in the previous year. Profits in equipment manufacturing and high-tech manufacturing are projected to grow by 7.7% and 10%, respectively, providing strong support for improved industrial enterprise efficiency [3].

Core Viewpoint - The launch of the United Nations Sustainable Development Industrial Park Cooperation Project in Indonesia marks a significant step in implementing the "Sustainable Development Declaration for the Nickel Industry Chain" [1] Group 1: Project Overview - The project is a collaboration between the United Nations Industrial Development Organization (UNIDO) and the Morowali Industrial Park in Indonesia, focusing on sustainable industrial development [1] - The partnership aims to develop an ecological industrial park, a green mineral supply chain, community development, and industrial skills enhancement over the next three years [1] Group 2: Goals and Expectations - The Morowali Industrial Park will work under UNIDO's guidance to create a replicable model for sustainable industrial parks, contributing to the United Nations' sustainable development goals and Indonesia's "Golden Indonesia 2045" vision [1] - The project is expected to provide a beneficial demonstration for global sustainable industrial park construction [2] Group 3: Achievements and Future Plans - The Morowali Industrial Park has been recognized for its rapid development and efforts in social responsibility and community development [2] - Future initiatives will focus on green low-carbon transformation, governance capacity building, and improving community infrastructure and public services [2]

分区域来看，吉林、辽宁、陕西、安徽、上海、山西汽油批发价格上涨，青海、山东、浙江、江西、福 建、北京、河北、河南、湖北、广西汽油批发价格下跌；甘肃、陕西柴油批发价格上涨，湖北、北京、 贵州、福建、河南、河北、江西、浙江、安徽、山东柴油批发价格下跌。山东地炼方面，汽油价格下 跌，柴油价格大幅下跌。 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。 （文章来源：新华财经） 新华财经北京1月19日电中国汽、柴油批发价格显示，1月16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7355元／吨，较前一日下跌5元／吨；柴油（含低凝点）平均批发价格为6182元 ／吨，较前一日下跌17元／吨。 从市场整体情况来看，1月15日国际原油期货价格大幅下跌，消息面支撑不足。当前经营单位出货进度 普遍欠佳，汽、柴油价格承压下滑，业者大多场外消库观望，市场交投清淡。 ...

Core Viewpoint - The recent proactive cooling measures in the market aim to mitigate potential short-term severe consequences of an overheated market while maintaining a positive long-term outlook [1] Industry Analysis - The proactive cooling does not affect the overall pattern of the year-end market, but it may alleviate previously overheated conditions, leading to changes in trading directions [1] - Key sectors showing significant growth catalysts include AI computing power, non-ferrous metals, innovative pharmaceuticals, and the automotive industry [1] - Previous market hotspots such as commercial aerospace and AI applications may undergo phase adjustments, prompting attention to other thematic areas like ultra-high voltage, brain-computer interfaces, and controllable nuclear fusion [1]

Core Viewpoint - The establishment of Pudong Capital Investment Operation Co., Ltd. marks a significant step in the reform of state-owned enterprises in Pudong, aiming to optimize state capital layout and enhance capital operation efficiency [1][2]. Group 1: Establishment and Objectives - Pudong Capital has a registered capital of 10 billion yuan and focuses on three core functions: operating existing assets, market value management, and professional management of external directors [1]. - The platform aims to integrate district-owned enterprise assets and equity through market-oriented methods, serving as an operational platform for state-owned asset preservation and appreciation, a driving force for state-owned enterprise transformation, and a collaborative support for innovative state asset supervision [1][2]. Group 2: Achievements and Strategic Arrangements - The establishment of Pudong Capital coincides with the conclusion of a three-year action plan for deepening the reform of state-owned enterprises, which has resulted in significant achievements: total assets of district-owned enterprises reached 1.15 trillion yuan, and annual revenue exceeded 115.3 billion yuan, both showing double-digit growth [1]. - The restructuring of state-owned assets has improved the ability to serve the overall situation, with the formation of Pudong Capital and Pudong Sheng Group focusing on urban renewal, elderly care services, water operations, and land acquisition [2]. Group 3: Investment and Capital Operations - Pudong has constructed a "2+X" state-owned capital venture matrix, establishing three major state-owned mother fund groups that cover key future industries, particularly in biomedicine and integrated circuits, increasing the proportion of industrial investment from 10% to nearly 40% [2]. - The successful implementation of several pioneering capital operation projects, such as Zhangjiang public REITs and the first issuance of real estate ABS, highlights Pudong's innovative strength in the capital market [2]. Group 4: Future Goals - Pudong Capital is set to gradually integrate quality assets and utilize various financial tools to continuously optimize the layout of state-owned capital, with a clear goal of providing robust state capital momentum for the construction of the Pudong leading area [2].

Core Insights - Shanxi province's coal production is projected to exceed 1.3 billion tons in 2025, with a total of 6.5 billion tons during the 14th Five-Year Plan, an increase of 1.9 billion tons compared to the previous plan [1] Group 1: Production and Safety Measures - Shanxi is a significant energy base with numerous mines, facing high risks and severe disasters [1] - The province has prioritized preventing major accidents, leading to a continuous decline in coal mine accidents over the past four years [1] - Coal mine efficiency has improved, with the average output per mine increasing from 1.5 million tons per year to 1.66 million tons per year [1] Group 2: Technological Advancements - The province has established 400 intelligent coal mines, with advanced production capacity accounting for 83% of total coal output [1] - The focus on technological innovation aims to enhance safety in coal production [1] Group 3: Future Development Plans - During the 15th Five-Year Plan, Shanxi will accelerate the development of mineral resources through large-scale and multi-mineral mining [1] - The strategy includes proactive measures for mine safety and ensuring stable coal supply for power generation [1]