1月14日，财政部官网显示，财政部、税务总局、住房城乡建设部联合发布《关于延续实施支持居民换购住房有关个人所得税政策的公告》。 财政部 税务总局 住房城乡建设部公告2026年第3号 具体而言，自2026年1月1日至2027年12月31日，对出售自有住房并在现住房出售后1年内在市场重新购买住房的纳税人，对其出售现住房已缴纳的个人所 得税予以退税优惠。 其中，新购住房金额大于或等于现住房转让金额的，全部退还已缴纳的个人所得税；新购住房金额小于现住房转让金额的，按新购住房金额占现住房转让 金额的比例退还出售现住房已缴纳的个人所得税。 公告所称现住房转让金额，为该房屋转让的市场成交价格。新购住房为新房的，购房金额为纳税人在住房城乡建设部门网签备案的购房合同中注明的成交 价格；新购住房为二手房的，购房金额为房屋的成交价格。 另外，公告提到，享受该优惠政策的纳税人需同时满足以下条件：一是纳税人出售和重新购买的住房应在同一城市范围内。二是出售自有住房的纳税人与 新购住房之间须直接相关，应为新购住房产权人或产权人之一。 符合退税优惠政策条件的纳税人应向主管税务机关提供合法、有效的售房、购房合同和主管税务机关要求提供的其他有关 ...

【导读】港股三大指数齐上涨，海底捞飙涨超9%！香港财库局局长最新发声 中国基金报记者 伊万 1月14日，港股震荡走强，三大指数集体收涨。截至收盘，恒生指数上涨0.56%，报26999.81点；恒生中国企业指数上涨0.32%，报9315.56点；恒生科技指 数上涨0.66%，报5908.26点。 盘面上，科技股再度走强，阿里健康大涨近19%，阿里巴巴、哔哩哔哩涨超5%，快手涨超4%；金价带动黄金板块集体上涨，万国黄金集团涨超14%，灵 宝黄金、招金矿业、紫金矿业等股价创历史新高；油价上涨，石油股活跃，中国石油化工股份、中海油田服务涨超3%。 旅游股下跌，携程集团跌超6%，同程旅行跌逾3%。此外，风电股、军工股、航空股、保险股、内银股等出现下跌。 | 名称 | 现价 | 涨跌幅 | | --- | --- | --- | | 阿里巴巴-W | 169.000 | 5.69% | | 9988.HK | | | | 携程集团-S | 569.500 | -6.49% | | 9961.HK | | | | 腾讯控股 | 633.000 | 0.88% | | 0700.HK | | | | 阿里健康 | 7.780 ...

税务部门曝光两起网络主播偷税案 一涉案主播粉丝量超3000万 记者1月14日从国家税务总局获悉，重庆、甘肃两地税务部门曝光近几年依法查处的2起网络主播偷税案 件。其中，网络主播彭煊之、网络主播杨遂娃少缴个人所得税、增值税等税费分别为216.32万元、 101.64万元。 通报内容显示，前期，重庆市税务局第三稽查局根据税收大数据分析，发现某网络平台主播彭煊之的账 号粉丝量超3000万，2021年至2023年，彭煊之账号发布的视频平均点赞量保持在100万左右。而这3年期 间，彭煊之自行申报缴纳的税费总计不足160万元。申报数据的规模和波动幅度与稳定的高流量数据并 不匹配，存在隐匿收入偷逃税款的嫌疑。 （原标题：3000万粉丝主播，偷税被罚） 来源：新华社 另一起案件是天水市税务局第一稽查局接到实名举报后，依法对网络主播杨遂娃开展调查核实时发现， 杨遂娃在某网络平台账号拥有近30万粉丝，自2022年5月开始直播带货，其直播间常年人气火爆，带货 总销量在相应平台同类型主播中排名靠前。而税务信息系统中显示，2022年至2024年，杨遂娃的纳税申 报收入仅有23.25万元，且三年总共缴纳税费1万余元。与其直播规模、带货能 ...

1月14日，国家市场监督管理总局网站消息显示，近日，市场监管总局根据前期核查，依据《中华人民共和国反垄断法》，对携程集团有限公司(以下简 称：携程集团)涉嫌滥用市场支配地位实施垄断行为立案调查。 二级市场方面，截至港股收盘，携程集团跌6.49%，报569.5港元/股。 【导读】市场监管总局依法对携程集团有限公司立案调查 （文章来源：中国基金报） ...

【导读】国新国证基金总经理谌重因个人原因离职 又一家基金公司总经理变更。 1月14日，国新国证基金公告，总经理谌重因个人原因离职，总经理职位由公司副总经理、督察长张鹏代任。同时，公司首席投资官毕子男因工作调整转 任其他岗位。 公开资料显示，国新国证基金原名华融基金，成立于2019年3月1日，是首家落户雄安新区的公募基金管理公司。2022年6月，中国国新控股成为华融基金 全资控股股东华融证券及该基金公司的实际控制人，华融基金由此更名为国新国证基金。 数据显示，截至2025年三季度末，国新国证基金管理的公募规模为131.61亿元；其中非货基金规模为89.52亿元，非货规模在全行业排在百名之外。 国新国证基金总经理离职 上任不到两年，国新国证基金总经理谌重因个人原因离职。 2024年8月24日，国新国证基金公告，中邮基金前任副总经理谌重出任公司总经理。谌重具有多年券商、基金从业经历，他于2021年3月加入中邮创业基 金，任副总经理。2024年5月，因个人原因从中邮创业基金离职，之后加盟国新国证基金，出任总经理。截至离职，他担任总经理的时间不足两年。 目前代任总经理职位的是公司副总经理、督察长张鹏。张鹏具有监管背景， ...

具体来看，伍峰私募成立于2025年10月22日，注册资本为1000万元，机构类型为私募证券投资基金管理人，目前有5名全职员工。 | 机构信息 | | | | --- | --- | --- | | 基金管理人全称(中文) | 伍峰私募基金管理(上海)有限公司 | 投诉 | | 基金管理人全称(英文) 登记编号 | P1075083 | 州城会信息公示 202 | | 组织机构代码 | 91310000MAG0R0XDXF | | | 登记时间 | 2026-01-12 | | | 成立时间 | 2025-10-22 | 一直筒成页 202 | | 注册地址 | 上海市虹口区东大名路391-393号4层 | | | 办公地址 | 上海市浦东新区芳甸路1155号浦东嘉里城办公室1806室 | | | 注册资本(万元)(人民币) | 1,000 2020-1- | 小物会信息少你 202 | | 实缴资本(万元)(人民币) | | | | 注册资本实缴比例 | 100% | | | 企业性质 | 内资企业 | | | 机构类型 | 私募证券投资基金管理人 | | | 业务类型 | 私募证券投资基金 私募证券投资类F ...

Market Overview - The A-share market experienced a record trading volume of nearly 4 trillion yuan, setting a historical high [1] - The three major indices showed mixed results, with the Shanghai Composite Index down 0.31%, while the Shenzhen Component Index rose by 0.56% and the ChiNext Index increased by 0.82% [1] Stock Performance - A total of 2,747 stocks rose, with 110 hitting the daily limit up, while 2,592 stocks declined [1][2] - The trading statistics included 253 stocks with gains over 7%, 154 stocks gaining between 5-7%, and 370 stocks rising between 3-5% [2] Financing Margin Adjustment - The China Securities Regulatory Commission approved an adjustment to the financing margin ratio, increasing the minimum margin for buying securities on margin from 80% to 100% [3] - This adjustment is expected to reduce the leverage available for investors, potentially leading to a contraction in financing transactions and putting pressure on high-volatility sectors [6] Market Impact - The adjustment aims to prevent excessive leverage in financing transactions, thereby reducing market volatility risks and the potential for cascading declines due to margin calls [7] - The actual impact on the market is expected to be limited, as existing financing contracts will remain unchanged, and the overall financing balance in the A-share market is considered reasonable [8] End-of-Day Trading Activity - A notable occurrence was the appearance of large sell orders for several heavyweight stocks during the closing auction, with China Merchants Bank seeing sell orders exceeding 6.5 billion yuan [8] - Other stocks with significant sell orders included Zijin Mining, Yangtze Power, and China Aluminum, each with sell orders exceeding 1 billion yuan [8]

Core Viewpoint - The recent launch of the Year of the Horse commemorative currency has led to significant demand and price surges in the secondary market, with some items being sold at substantial premiums [1][10]. Group 1: Market Demand and Activity - The reservation process for the Year of the Horse commemorative currency was extremely popular, causing significant delays and issues across various banking apps, with some showing zero availability shortly after opening [3][5]. - Many users reported difficulties in securing reservations, with some stating they faced technical issues such as incorrect verification codes and app crashes [7][9]. Group 2: Secondary Market Pricing - The secondary market for the commemorative currency has seen varying price increases, with sellers offering a complete set of 20 commemorative notes for 2000 yuan, while individual notes with special numbers, like "Dragon Pearl," are priced at 520 yuan each [1][10]. - General pricing for ordinary commemorative notes ranges from 700 yuan to 2000 yuan, indicating a significant markup from their face value [10]. Group 3: Industry Insights - Industry experts note that while the issuance of commemorative currency by the central bank aims to promote cultural heritage and meet collector demand, the high production volume of 100 million notes may dilute their scarcity and long-term value [12]. - The previous year's experience with the Snake commemorative currency, which saw a price drop, serves as a cautionary tale for consumers to remain rational and avoid chasing inflated prices [12].

来源：新华社、央视新闻 据新华社消息，中国驻泰国大使馆1月14日确认，当地警方说当天发生在呵叻府的铁路事故中暂无中国 人伤亡报告。 超4700只个股上涨 （文章来源：中国基金报） 据央视此前报道，1月14日发生在泰国呵叻府在建高铁项目的事故死亡人数升至22人，另有55人受伤。 泰国副总理兼交通部长披帕表示，他已收到一起关于施工起重机坠落砸中火车的事故报告。事故涉及由 曼谷开往乌汶府的列车，事发地位于呵叻府。 ...

Core Insights - On January 13, the A-share market experienced adjustments, but stock ETFs saw a significant net inflow of 146.46 billion yuan, indicating a reverse trend in funding during market fluctuations [1] Group 1: ETF Performance - The total scale of 1,301 stock ETFs in the market reached 5.06 trillion yuan, with a net inflow of 146.46 billion yuan on January 13 [2] - Industry-themed ETFs and Hong Kong market ETFs attracted the most funds, with net inflows of 175.86 billion yuan and 33.68 billion yuan, respectively [2] - The media sector saw the most significant net inflow, with 45.35 billion yuan on January 13, and over 79 billion yuan in the past five days [2] - The satellite industry also experienced notable inflows of 37.8 billion yuan, with a single product, the Yongying Fund's satellite ETF, seeing a net inflow of 18.86 billion yuan [2] - Other sectors like artificial intelligence, computing, and non-ferrous metals also had substantial inflows, with net inflows of 37.6 billion yuan, 32.6 billion yuan, and 22.4 billion yuan, respectively [2] Group 2: Institutional Insights - The manager of the Rongtong Internet Media Fund anticipates that by 2026, the AI narrative will shift towards commercialization, with the AI application market expected to grow from hundreds of billions to trillions of yuan [3] - EasyOne Fund's AI ETF saw a net inflow of over 7 billion yuan, while other ETFs like software and cloud computing also experienced significant inflows [3] - Huaxia Fund's ETFs, including the electric grid equipment ETF and the Sci-Tech 50 ETF, had notable net inflows of 7.95 billion yuan and 6.26 billion yuan, respectively [3] Group 3: Market Trends - The broad-based ETFs faced significant outflows, totaling 57.65 billion yuan, with the CSI 300 index leading the outflows at 24.7 billion yuan [4] - The market is expected to maintain a stable upward trend in 2026, supported by policy and industrial drivers, with a favorable macro environment anticipated in the first quarter [4] - EasyOne Fund's index investment department believes that the market's rhythm is likely to remain stable and positive in January, with a focus on core growth assets [5]