（原标题：张建龙被查！） 自然资源部原党组成员，国家林业和草原局原党组书记、局长张建龙涉嫌严重违纪违法，目前正接受中 央纪委国家监委纪律审查和监察调查。 来源：中央纪委国家监委网站 ...

Market Overview - A-shares major indices opened higher and continued to fluctuate, with the Shanghai Composite Index up by 0.46%, Shenzhen Component Index up by 0.26%, and ChiNext Index up by 0.4% [1][2] Sector Performance - The oil and petrochemical, national defense and military industry, and construction materials sectors showed strength, with large aircraft, natural gas, aircraft carriers, and fiberglass concepts leading the gains [2][3] - The oil and petrochemical sector saw significant gains, with companies like Zhongjie Oil and Gas, Blue Flame Holdings, and PetroChina showing notable increases [3][4] Oil and Petrochemical Sector - The International Energy Agency's latest report predicts that global oil demand will increase by 930,000 barrels per day by 2026, higher than the previous forecast of 860,000 barrels [4][5] - The demand growth is expected to come entirely from non-OECD countries, driven by economic recovery and lower oil prices compared to the previous year [5] National Defense and Military Sector - The national defense and military sector continued to rise, with large aircraft, aircraft carriers, and commercial aerospace leading the way. Companies like Triangle Defense and Jianghang Equipment reached significant gains [5][6] Individual Stock Highlights - Fenglong Co. achieved a 17-day consecutive limit-up, trading at 90.48 yuan per share, with a significant buying interest [7] - ST Yanshi experienced a rapid price increase, moving from a limit down to a limit up within one minute, with a current price of 2.35 yuan per share and a market capitalization of 786 million yuan [9]

1月22日，韩国股市KOSPI指数涨超2%，再创历史新高，首次突破韩国总统李在明设立的5000点目标。 个股方面，三星电子、SK海力士和现代汽车对指数的贡献居前。过去一年来，KOSPI指数上涨超过90%。 | 名称 | 现价 | 涨跌幅 | 总 三 | | --- | --- | --- | --- | | 三星电子 | 155600 | 4.08% | 921.10万亿 | | 005930.KS | | | | | SK海力士 | 759000 | 2.57% | 552.55万亿 | | 000660.KS | | | | | 三星生物制剂 | 1796000 | -4.11% | 127.83万亿 | | 207940.KS | | | | | 现代汽车 | 575000 | 4.74% | 117.74万亿 | | 005380.KS | | | | | LG新能源 | 412000 | 4.44% | 96.41万亿 | | 373220.KS | | | | | 起亚汽车 | 173400 | 0.76% | 68.96万亿 | | 000270.KS | | | | 消息面上，韩国经济在202 ...

（原标题：溢价率超50% 国投白银LOF今日全天停牌） 【导读】国投白银LOF基金宣布1月22日全天停牌 疯狂的白银基金宣布1月22日全天停牌。 1月21日，国投白银LOF基金公告称，将于1月22日开市起停牌至收市。 Wind数据显示，截至1月21日，国投白银LOF二级市场价格报收于3.92元，溢价率超50%。尽管该基金A 类份额已经限额每日100元，但在净值上涨及套利大军涌入的共同作用下，白银基金四季度末规模上涨 至189.44亿元，相比三季度末规模增长超185%。 国投白银LOF 溢价率超50% 投资者需注意相关风险 最近一段时间，伴随着国际银价飙升，国投白银LOF净值一路上涨，但在限额申购的情况下，国投白银 LOF场内溢价率高企。 为了压低二级市场溢价率，基金公司一度尝试小额放宽国投白银LOF的申购限额。 1月22日全天停牌 在溢价率未能有效回落的情况下，国投白银LOF祭出全天停牌的大招。 1月21日晚间，国投白银LOF基金（以下简称"本基金"）发布公告称，为保护投资者利益，本基金将于1 月22日开市起停牌至收市。若本基金1月23日二级市场交易价格溢价幅度未有效回落，本基金有权通过 向深交所申请盘中临时 ...

1月21日晚间，美股三大指数高开高走，截至收盘，道琼斯指数涨1.21%，报49,077.23点；标普500指数 涨1.16%，报6,875.62点；纳斯达克指数涨1.18%，报23,224.82点。 在特朗普对世界经济论坛表示他不会以武力收购格陵兰之后，股市上涨，市场对这一问题的担忧缓解； 此前该担忧曾扰动市场并引发资金撤离美国资产。 特朗普在达沃斯的讲话中谈到，他认为美国在北约承担了财政和军事负担。以下这段话提振了股市： "我们从未要求任何回报，也从未得到任何回报。除非我决定使用过度的力量和强度——坦白说那样我 们将不可阻挡——否则我们大概仍然得不到回报。但我不会那么做。明白吗？现在大家都说'哦，太好 了。'这可能是我发表的最重要的一句话，因为人们以为我会用武力。我不必用武力。我不想用武力。 我不会用武力。" 特朗普的表态后，美债价格走高、收益率下行。恐慌指数暴跌，黄金涨幅收窄，白银价格跳水。 尽管特朗普排除了军事行动，但他仍表示，他正在"寻求立即谈判，再次讨论由美国收购格陵兰的事 宜"。 分析师表示，关键不在于特朗普说了什么，而在于他没有说什么。"他没有重申对欧洲的关税威胁；他 没有说政府会动用武力夺取格 ...

Core Viewpoint - The company, CK Hutchison Holdings Limited, has responded to rumors regarding the potential spin-off of its global telecommunications business for independent listing, stating that no decisions have been made regarding any transactions related to its telecommunications or retail assets [1][3]. Group 1: Company Announcement - On January 21, CK Hutchison Holdings Limited announced on the Hong Kong Stock Exchange that it is aware of media reports concerning the potential independent listing of its global telecommunications assets and business [1]. - The company emphasized that as of the date of the announcement, the board has not made any decisions regarding transactions involving its existing telecommunications or retail assets, including any independent listings [1][3]. - Shareholders and potential investors are advised that it is currently uncertain whether any such transactions will occur [1]. Group 2: Company Background - CK Hutchison Holdings Limited is a diversified enterprise operating in multiple countries, founded by Li Ka-shing, with the current chairman being Li Zeju, and is headquartered in Hong Kong [3]. - The company operates through four main sectors: ports and related services, retail, infrastructure, and telecommunications [3]. - In March 2025, the company had previously addressed similar rumors about the potential spin-off of its global telecommunications assets, reiterating that no decisions had been made regarding any transactions [3].

【导读】特朗普改口，市场暴涨 中国基金报记者 泰勒 大家好，今晚好消息，涨跌全看特朗普，外围市场全线大涨了！ 一起看看发生了什么事情。 1月21日晚间，美股三大指数高开高走，道指涨约500点，纳斯达克指数涨超1%，标普500指数也涨超 1%。 尽管特朗普排除了军事行动，但他仍表示，他正在"寻求立即谈判，再次讨论由美国收购格陵兰的事 宜"。 特朗普还在达沃斯讲话中表示，他将要求国会落实其提出的10%信用卡利率上限方案。鉴于国会内部支 持不足，这一前景仍不确定。该表态推动美股银行股上涨。 此外，美国财长贝森特周三在达沃斯对记者表示，特朗普政府"并不担心"前一交易日的抛售。 分析师表示，关键不在于特朗普说了什么，而在于他没有说什么。"他没有重申对欧洲的关税威胁；他 没有说政府会动用武力夺取格陵兰；他也没有说要给信用卡利率设上限，而是让国会去做。这更像是在 降低实质内容的烈度，尽管风格仍然是典型的特朗普"。 摩根大通资产管理的Bob Michele表示，周二市场的抛售是在向特朗普政府传递信息：需要采取行动恢 复秩序，就像去年"解放日"关税扰动投资者之后，官员们所做的那样。 在特朗普对世界经济论坛表示他不会以武力收购格 ...

Core Viewpoint - KKR has announced a new round of investment in Sylvan, a leading global mushroom cultivation and fungal biotechnology company, through its managed dollar and RMB funds, including its first RMB fund [1] Group 1: Company Overview - Sylvan is backed by Jiangsu Yuguan Modern Agricultural Technology Co., Ltd., founded by Huang Jianguang, known as the "Mushroom King" in China [2] - Huang Jianguang started his mushroom business in the 1980s, leading to significant market share in canned mushrooms, with his company producing 68% of the canned mushrooms exported from China to the U.S. [4] - Jiangsu Yuguan was established in 2010 to cultivate high-quality fresh white mushrooms, which account for 40% of the edible mushroom market globally [4] Group 2: Investment Details - KKR's initial investment in Jiangsu Yuguan was approximately 2 billion RMB, which helped the company become the largest single production unit for white mushrooms globally [4] - KKR facilitated the full acquisition of Sylvan and its research laboratories by Jiangsu Yuguan, expanding its global operational footprint [5] - The latest investment aims to support Sylvan's expansion plans, including capacity enhancement, R&D strengthening, and product line diversification in the rapidly industrializing Asian mushroom and bioproducts market [5] Group 3: KKR's Investment Strategy - KKR's assets under management (AUM) reached $723 billion (approximately 5 trillion RMB) as of September 30, 2025, with a diverse portfolio across private equity, private credit, and real estate [7] - KKR has been actively increasing its investments in Chinese assets, including the establishment of its first onshore RMB fund in Shanghai [6][7] - The firm recently completed a $2.5 billion (approximately 17 billion RMB) fundraising for an Asian private credit fund, focusing on high-quality credit assets in the Asia-Pacific region [7][8]

【导读】继续卖出美国资产 大家好，继续关注一则欧洲抛售美国资产的消息。 美国财政部长斯科特.贝森特表示，德意志银行首席执行官克里斯蒂安.泽温曾致电他，否认该行一名分 析师发布的一份报告——该报告称欧洲投资者可能会抛售美国资产。 贝森特在瑞士达沃斯世界经济论坛上说："所谓'欧洲人会卖出美国资产'的说法，来自德意志银行的一 名分析师。德意志银行的CEO打电话来说，德意志银行并不认可那份分析报告。" 该分析师——外汇研究全球主管乔治.萨拉韦洛斯——周日发布报告称，在美国总统特朗普就格陵兰问 题发出威胁后，欧洲可能会降低持有美国资产的意愿。他认为，这种"美元再平衡"可能会限制欧元所受 的负面影响。 德意志银行的反应凸显了这一话题的高度敏感性。德意志银行在美国拥有规模庞大的业务。萨拉韦洛斯 在报告中称，欧洲是美国最大的"债权方"，其各国合计持有约8万亿美元的美国债券与股票，几乎相当 于世界其他地区合计持有量的两倍。 瑞典最大养老基金Alecta 已抛售其持有的绝大部分美国国债 1月21日晚间，据瑞典《工业日报》报道，瑞典养老基金Alecta因美国政治与金融环境的不稳定出售其 持有的大部分美国国债，以应对美国政治中不断上 ...

Core Viewpoint - Zhit New Materials (300986) is considering applying for a trading suspension again due to abnormal stock price fluctuations, having already experienced a 211.27% increase in stock price from January 5 to January 21, 2026, making it the top-performing stock in A-shares for 2026 [1][2]. Group 1: Company Performance - For the year 2024, Zhit New Materials reported a revenue of 2.526 billion yuan and a net profit attributable to shareholders of 73.6951 million yuan [1]. - In the first three quarters of 2025, the company achieved a revenue of 2.023 billion yuan and a net profit of 118 million yuan [1]. - The company's main business includes the research, production, and sales of aluminum molds, protective platforms, and prefabricated components, with no changes reported in its operations [1]. Group 2: Stock Market Metrics - As of January 21, 2026, Zhit New Materials' stock price closed at 34.8 yuan per share, giving it a market capitalization of 14.3 billion yuan [3]. - The latest rolling price-to-earnings (P/E) ratio for Zhit New Materials is 108.43, while the price-to-book (P/B) ratio is 6.73, indicating significant differences compared to the industry averages of 39.14 for P/E and 3.20 for P/B [2].