【导读】央行将开展8000亿元买断式逆回购操作 2月3日，央行发布消息称，为保持银行体系流动性充裕，2026年2月4日，中国人民银行将以固定数量、利率招标、多重价位中标方式开展8000亿元买断式 逆回购操作，期限为3个月（91天）。 | | | | 中国人民银行 THE PEOPLE'S BANK OF CHINA | 货币政策司 Monetary Policy Department | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 信息公开 | 新闻发布 | 法律法规 | 货币政策 | 宏观审慎 | 信贷政策 | 金融市场 | 金融稳定 | 调查统计 | 银行会计 | 支付体系 | | | 金融科技 | 人民币 | 经理国库 | 国际交往 | 人员招录 | 学术交流 | 征信管理 | 反洗钱 | 党建工作 | | | 服务互动 | 政务公开 网送文告 | 政策解读 办事大厅 | 公告信息 在线申报 | 图文直播 下载中心 | 央行研究 网上调查 | 音频视频 意见征集 | 市场动态 金融知识 ...

（原标题：2026年中央一号文件发布，全文来了！） 中共中央 国务院 关于锚定农业农村现代化扎实推进乡村全面振兴的意见 （2026年1月3日） 农业农村现代化关系中国式现代化全局和成色。"十四五"时期，农业综合生产能力迈上新台阶，脱贫攻坚成果巩固拓展，农民生活水平显著提 高，乡村全面振兴取得明显进展。"十五五"时期是基本实现社会主义现代化夯实基础、全面发力的关键时期，要加快补上农业农村领域突出短 板，加快建设农业强国。2026年是"十五五"开局之年，做好"三农"工作至关重要。要坚持以习近平新时代中国特色社会主义思想为指导，深入贯 彻党的二十大和二十届历次全会精神，认真落实四中全会部署，全面贯彻习近平总书记关于"三农"工作的重要论述和重要指示精神，坚持把解决 好"三农"问题作为全党工作重中之重，坚持和加强党对"三农"工作的全面领导，完整准确全面贯彻新发展理念，坚持稳中求进工作总基调，坚持 农业农村优先发展，坚持城乡融合发展，锚定农业农村现代化，以推进乡村全面振兴为总抓手，以学习运用"千万工程"经验为引领，以改革创新 为根本动力，提高强农惠农富农政策效能，守牢国家粮食安全底线，持续巩固拓展脱贫攻坚成果，提升乡村产 ...

（原标题：1月A股新开户数491.58万户 同比增长213%） 2026年首月A股新开户数据来了！ 2月3日，上交所官网发布的数据显示，2026年1月A股新开户491.58万户，环比去年12月的259.67万户增长89%，同比2025年1月的157.0万户增长 213%。 单月新增近500万户 上交所官网发布的新开户数据显示，2026年1月A股新开户491.58万户，其中，个人投资者开户490.53万户，机构投资者开户1.0554万户。 单月新增近500万户，该数据轻松超越了2025年所有月份的水平。2025年全年A股新开户总数为2743.69万户，从单月来看，2025年3月新增开户最 高达到306.55万户。同时也超过了2024年绝大多数月份，仅次于2024年10月新开户数684.68万户。 据开源证券高超非银团队研究，历史上单月开户量第一和第二均发生在2015年二季度股市热度高峰，2015年4—6月开户数量分别为720万户、674 万户、712万户。 A股新开户数已成为反映市场情绪最敏感的"晴雨表"之一。业内人士认为，1月新增开户数量环比近九成的增速，表明开年以来，市场热度在年末 基础上急剧升温。 机构后 ...

单月新增近500万户，该数据轻松超越了2025年所有月份的水平。2025年全年A股新开户总数为2743.69万户，从单月来看，2025年3月新增开户最高达到 306.55万户。同时也超过了2024年绝大多数月份，仅次于2024年10月新开户数684.68万户。 【导读】A股开年首月新开户数达491.58万户 2026年首月A股新开户数据来了！ 2月3日，上交所官网发布的数据显示，2026年1月A股新开户491.58万户，环比去年12月的259.67万户增长89%，同比2025年1月的157.0万户增长213%。 单月新增近500万户 上交所官网发布的新开户数据显示，2026年1月A股新开户491.58万户，其中，个人投资者开户490.53万户，机构投资者开户1.0554万户。 机构后市研判普遍乐观 展望后市，主流卖方机构对后续市场走势普遍持乐观预期。多家券商研判认为，市场正处于牛市第二阶段，增量资金的持续流入是关键驱动力量。 兴业证券认为，对于A股而言，前期上涨虽然受益于全球流动性宽松的β，但核心驱动仍在于国内向好的基本面、政策"开门红"与充裕的流动性带来的α。 往后看，这些支撑春季行情的核心逻辑并未发生任何 ...

Market Overview - Global market sentiment has improved significantly, with all major indices experiencing a rally [1] - Asian stock markets rebounded after a severe sell-off, with South Korea's market surging nearly 7% [2] - Japan's stock market saw a substantial increase of 2000 points, reaching a new high [3] Key Stock Movements - Samsung Electronics rose by 11%, while SK Hynix increased by 9.28% [4] - Indian stock market initially surged by 5% due to reduced tariffs from the US, later stabilizing around a 3% increase [5] Analyst Insights - Analysts suggest that the current rebound may be a "temporary reset" rather than a sign of restored confidence, with investors cautiously entering the market [6] - Deutsche Bank's Chief Investment Officer emphasized the importance of focusing on the entire supply chain, not just chips, in the context of AI investments [6] Commodity Performance - Gold prices increased by 5%, and silver prices rose by nearly 9.1%, recovering some losses from previous trading days [7] A-Share Market Performance - The A-share market showed a positive trend, with the Shanghai Composite Index rising by 1.29%, and the Shenzhen Component Index increasing by 2.19% [8] - A total of 4865 stocks in the two markets rose, with 83 stocks hitting the daily limit up [8] Sector Highlights - Space photovoltaic concept stocks experienced a surge, with companies like Dike Co. and Haiyou New Materials hitting the daily limit up [9] - Computing power hardware stocks continued their upward trend, with companies like Robot Co. and Tiantong Co. also reaching the daily limit up [9]

【导读】昨天ICU，今天KTV 兄弟姐妹们啊，今天全球市场情绪回暖，全线大涨！一起看看发生了什么。 日韩涨疯了 2月3日，亚洲股市在周一经历逾两个月来最惨烈抛售后反弹。随着金银价格回升，科技股也带头走强。 韩国股市昨日一度暴跌熔断，今天暴涨近7%，完全收复了昨日的跌幅。 日本股市暴涨2000点，再创新高。 三星电子上涨11%，SK海力士上涨9.28%。 受益于美国降低印度的关税，印度股市盘初暴涨5%，随后回落至3%左右。 有分析师表示，"这次反弹更像是风暴后的'短暂重置'——抄底资金进场了，但还谈不上信心真正回归。" 德意志银行全球首席投资官Christian Nolting表示，AI 是"繁荣"，不是"泡沫"。但他也强调，投资者不仅要盯着芯片，还要关注"整条产业链"。 黄金大涨5%，白银上涨近9.1%。在过去两个交易日里，黄金白银一度崩盘，导致价格急挫；如今金银回升，收复了部分失地。 港股方面，恒生科技指数跌约1%，消息面上，网络上流传一则"互联网增值服务加税"的传言，受加税传闻等影响，腾讯控股等互联网巨头的股价一度大 跌，随后跌幅缩窄。 泰勒也做了一些解读。 A股上涨 2月3日，市场全天探底回升，沪指、创 ...

二是2026年2月至3月，对天仪空间进行法律法规、内控规范、信息披露和公司治理等方面的培训；健全天仪空间的决策制度，完善股东会、董事会等公司 治理等。 【导读】天仪空间完成IPO辅导备案，系中国SAR卫星星座运营商 据证监会网站披露，2月2日，天仪空间科技股份有限公司（以下简称天仪空间）在湖南证监局完成IPO辅导备案，辅导机构为国泰海通证券股份有限公 司。 天仪空间因低成本卫星研发被称为"航天界拼多多"，系中国领先的SAR（合成孔径雷达卫星）卫星星座运营商，致力于提供极致性价比的SAR星座建设和 SAR卫星数据一体化服务。 拟于2026年5月至6月完成IPO辅导 辅导备案报告显示，2026年1月27日，天仪空间与辅导机构国泰海通证券股份有限公司签订辅导协议，拟定的辅导工作安排分为四个阶段，时间为2026年1 月至6月。 一是2026年1月至2月，梳理天仪空间及其子公司设立和历次股权演变的合法合规性；核查天仪空间资产、业务、人员、财务、机构的独立性；梳理天仪空 间业务发展规则，拟定可行的募投项目等。 三是2026年3月至4月，对天仪空间的销售收入实现方式和确认依据进行梳理、核查和规范股东持股情况、完成上下游客户 ...

Group 1 - The stock ETF market experienced a significant net outflow of 790 billion yuan in January, with broad-based ETFs being the main contributors to this outflow [2] - On February 2, the first trading day of the month, stock ETFs saw a net outflow of 13.771 billion yuan, influenced by a sharp decline in the three major stock indices [2] - Broad-based ETFs and the metals sector were the largest "bloodletting" categories, while sector-specific ETFs like semiconductors and pharmaceuticals attracted significant inflows [2][3] Group 2 - As of February 2, the total scale of 1,321 stock ETFs (including cross-border ETFs) was 4.09 trillion yuan, showing a notable decrease due to the market downturn [3] - Sector-specific ETFs and Hong Kong stock ETFs saw substantial inflows, with 3.715 billion yuan and 3.346 billion yuan respectively on the previous trading day [3] - The semiconductor sector had a remarkable net inflow of 2.61 billion yuan on February 2, with the Guolian An CSI All-Share Semiconductor ETF leading with a net inflow of 903 million yuan [3] Group 3 - Over the past five days, the SGE Gold 9999 index saw inflows exceeding 13.9 billion yuan, while the specialized chemical index attracted over 7 billion yuan [4] - Leading institutions like E Fund reported a total ETF scale of 642.71 billion yuan, with a net inflow of 800 million yuan on the previous day [4] - Notable single product inflows included 526 million yuan for the ChiNext ETF and 352 million yuan for the Hang Seng Technology ETF [4] Group 4 - Broad-based ETFs continued to experience significant outflows, with a net outflow of 23.778 billion yuan on the previous day, leading to a scale decrease of 68.672 billion yuan [5] - The CSI 500 ETF had the largest single-day outflow of 13.02 billion yuan, followed by the CSI 300 ETF with 7.2 billion yuan [5] Group 5 - The metals sector also faced notable outflows, with a net outflow of 4.39 billion yuan, influenced by expectations surrounding the Federal Reserve's monetary policy and profit-taking sentiments [6] - Despite short-term volatility, the long-term investment logic for the metals sector remains solid, supported by global manufacturing cycles and energy transition demands [6] Group 6 - Current market adjustments are viewed as providing better valuation windows for long-term investments, with a stable long-term market outlook supported by policy measures and improving economic fundamentals [7] - Key factors include ongoing policy support, marginal improvements in economic indicators, and a favorable funding environment with increasing allocations to A-shares from various institutional investors [7]

Core Viewpoint - The incident involving the "Hao Xiang Lai" snack store in Shaanxi has raised significant concerns regarding customer treatment and brand reputation, prompting the company to take immediate corrective actions and reinforce employee training [1][2][3] Group 1: Company Response - Wanchen Group has acknowledged the incident and expressed deep apologies for the distress caused to customers, emphasizing the importance of customer trust [1] - The company has implemented a closure and rectification of the involved franchise store and will prioritize customer care and compensation based on the facts [1] - Wanchen Group aims to strengthen employee service awareness and emergency response training to prevent similar incidents in the future [1] Group 2: Incident Details - On February 2, 2026, two 14-year-old girls were wrongfully detained by store staff under suspicion of theft, leading to significant emotional distress for one of the girls [2] - Local police confirmed that the girls did not engage in any theft, and the store's actions were deemed unlawful, particularly concerning minors [2] - The store manager has been taken to the police station for further processing due to the incident [2] Group 3: Business Performance and Industry Context - "Hao Xiang Lai" is a key brand under Wanchen Group, which has rapidly expanded through a franchise model, with over 15,000 signed stores and more than 10,000 operational stores as of March 2025 [2][3] - Wanchen Group's revenue forecast for the fiscal year 2025 is between 50 billion to 52.8 billion yuan, with a net profit expected to reach 1.23 billion to 1.4 billion yuan, reflecting a year-on-year growth of 222.38% to 266.94% [3] - The competitive landscape in the snack retail sector is intensifying, necessitating improved service quality and compliance management as core competitive advantages for companies [3]

Core Viewpoint - The recent detection of impurities in gold pendants sold by Chow Sang Sang has raised significant concerns among consumers and the market, prompting the company to take the matter seriously and actively work on resolving the issue [2][3]. Group 1: Company Response - Chow Sang Sang issued a statement acknowledging the customer complaints regarding the gold pendant and expressed gratitude for public attention and supervision, indicating that they are working on the matter [2]. - The company initially suggested that the issue with the pendant was not a quality problem and offered a refurbishment, but later agreed to provide a return service out of goodwill due to the upcoming Spring Festival [3]. Group 2: Consumer Concerns - A customer reported that after wearing the gold pendant for one day, it showed signs of wear and had varying gold content readings, with the highest being 99.99% and the lowest at 64.37%, a difference of 35.62% [2]. - The presence of other metals such as iron, silver, and palladium in the pendant was also highlighted in the testing results, raising further questions about the product's quality [2]. Group 3: Regulatory Involvement - The local market supervision authority has intervened to mediate the situation, suggesting that both parties agree to send the pendant for formal testing by a third-party professional institution to obtain an objective conclusion [3]. Group 4: Market Impact - Chow Sang Sang's stock price has been declining, with a reported price of 13.88 HKD per share and a total market capitalization of 9.3 billion HKD as of February 3 [7]. - The overall market for gold jewelry has seen price adjustments, with Chow Sang Sang's gold jewelry selling at 1498 RMB per gram, reflecting ongoing fluctuations in international gold prices [4].