本次专题活动主推雪季消费"折上折"等活动，采用"政府补贴+银行优惠"的双重叠加模式，为消费者提 供具备公信力背书的优质优惠。为最大限度扩大活动声量，确保信息精准触达，光大银行长春分行创建 实施线上线下联动宣传，充分借助政府渠道资源优势，通过紧密联合政府相关宣传平台与信息发布体 系，在重要信息流平台开展精准投放，有效提升活动在公众层面的曝光度与触达效率，进一步强化了活 动的权威性与公信力，增强了公众对光大银行长春分行品牌与服务的认同与信任。 光大银行长春分行将以此活动为契机，通过本次整合营销，持续创新金融服务模式，实现客户消费活跃 度显著提升、品牌好感度增强与新客户有效获取，进一步巩固该行在本地市场的竞争优势与服务形象， 为广大客户提供更贴心、更实惠的消费金融体验，为活跃地方经济贡献金融力量。（王劲松） 编辑：赵鼎 转自：新华财经 为了进一步推动金融消费提质扩面，紧抓冰雪经济热点，深度融入本地消费场景，近日，光大银行长春 分行开展"冰雪去嗨节暖冬惠不停"大型主题营销活动，旨在通过提供一系列极具吸引力的专属优惠，回 馈广大客户，提升光大银行品牌在冬季消费市场中的影响力与客户的信任度，用金融力量助力本地冰雪 消费升 ...

转自：新华财经 在国内预制菜行业竞争加剧、同质化严重、利润承压的背景下，海外市场正成为企业寻求增量的关键突 破口。2025年以来，公司坚定推进品牌国际化战略。公司同皇佳食品达成战略合作，筹备设立得利斯南 非代表处；同时携手新加坡陆福投资，整合双方在产品研发、智能制造、跨境投资与本地化运营等领域 的核心优势，共同开拓东南亚及全球市场。 近期，公司董事长赴欧考察，成功敲定了英国、法国、意大利、德国等欧洲多国的市场关键合作伙伴， 初步构建起覆盖西欧、南欧及中欧的立体化销售与服务网络，为得利斯加速拓展欧洲市场、深化全球布 局奠定了坚实基础。（叶鹏） 编辑：赵鼎 作为扎根山东、业务遍及全国的老牌肉制品企业，得利斯此次落子上海，是对既有全国网络的战略升 级。截至目前，公司拥有山东、北京、陕西、吉林、江西五大生产基地，辐射华东、华北、华南、西 北、东北、西南等市场区域。根据此前公告，上海运营中心项目总投资预计9305.99万元，集研发、营 销、品牌推广等于一体，多维度业务支撑体系下，公司有望通过上海城市跳板，深入南方市场腹地，加 大对全国市场乃至全球的辐射力度。 依托上海的电商产业优势，上海运营中心将成为公司电商业务升级的 ...

成分股方面，航发动力、航发控制、华天科技涨停并领涨成分股，君实生物、瑞芯微涨幅居前。越秀资本跌8.21%领跌成分股，沃森生物、智飞生物等成分 股跌幅靠前。 新华500指数由国家金融信息平台•新华财经发布，新华指数（北京）有限公司运营维护，指数度量A股主要大中市值股票价格水平。关于新华500指数的详 细信息，请参见新华财经客户端。 编辑：罗浩 转自：新华财经 新华财经北京1月27日电（王媛媛）新华500指数（989001）1月27日收盘报5335.10点，涨幅0.08%。 走势上看，新华500指数（989001）27日震荡上涨。指数盘中最高触及5366.13点，最低触及5283.62点，成分股全天总成交额报10572亿元。 ...

Core Viewpoint - Alibaba Health's medical AI application "Hydrogen Ion" has launched a key version update featuring a new function called "Dynamic Evidence Localization," which allows for precise identification of specific statements supporting viewpoints, along with real-time verification of their timeliness, authority, and logical consistency [1][2]. Group 1: Technology and Functionality - The "Dynamic Evidence Localization" function upgrades traditional static citation methods to a more dynamic approach, enabling the identification of whether the evidence is still valid and credible [1]. - The system utilizes a unique "three-dimensional evidence-based architecture" to systematically address industry challenges by integrating timeliness and authority into the citation logic [1][2]. - The technology updates and filters global authoritative guidelines and literature daily, ensuring that the information presented is always aligned with current medical consensus [2]. Group 2: Impact on Medical Decision-Making - The new functionality significantly reduces the information verification costs for clinical and research work, allowing doctors to make decisions without pausing to check original literature [2]. - The AI performs a threefold verification process to ensure that the information is effective at the current moment, authoritative in source, and logically sound [2].

Market Overview - The market showed a rebound after an initial decline, with the ChiNext Index turning positive after dropping over 1% [1] - As of the midday close, the Shanghai Composite Index was at 4134.03 points, up 0.03%, while the Shenzhen Component Index was at 14262.96 points, down 0.37%, and the ChiNext Index was at 3333.91 points, up 0.44% [1] - The total trading volume in the two markets was 1.87 trillion yuan, a decrease of 367.4 billion yuan compared to the previous trading day [1] Sector Performance - Precious metals, insurance, cultivated diamonds, semiconductors, CPO concepts, and storage chips saw significant gains, while the battery, titanium dioxide, energy metals, lithium mining concepts, and land transfer sectors underperformed [1] - In the precious metals sector, China Gold achieved three consecutive trading limit ups, and Hunan Gold achieved two consecutive trading limit ups [2] - Semiconductor equipment stocks experienced a rebound, with ChipSource rising nearly 14% and other companies reaching trading limits [2] - The battery industry chain faced a collective decline, with Tianji Co. hitting the trading limit down [2] Institutional Insights - Huatai Securities noted that since December 2025, the banking index has declined by 8.4 percentage points due to real estate risk concerns and market style shifts, but the core revenue trend remains positive [3] - Eight banks have reported preliminary 2025 performance, with six showing revenue growth and five showing profit improvement, indicating a potential for continued strong performance in 2026 [3] - CITIC Securities highlighted the explosive demand for AI computing power driving upgrades in the optical communication industry, with strong demand for high-speed optical modules despite short-term supply gaps [3] Employment and Economic Measures - The Ministry of Human Resources and Social Security announced plans to implement actions to stabilize and expand employment, including measures to address the impact of artificial intelligence on job markets [4] - The focus will be on supporting key groups in employment, including college graduates, and establishing a regular mechanism to prevent poverty through employment assistance [4] Manufacturing Profit Growth - The National Bureau of Statistics reported that profits in high-tech manufacturing industries increased by 13.3% in 2025, surpassing the overall industrial growth of 12.7% [5] - The smart electronics sector significantly contributed to this growth, with profits in smart consumer device manufacturing rising by 48%, and specific sectors like smart drones and smart vehicle equipment seeing profits increase by 102% and 88.8%, respectively [5] - The semiconductor industry also experienced substantial profit growth, with integrated circuit manufacturing profits up by 172.6% [5] Financing Trends - As of January 26, the financing balance on the Shanghai Stock Exchange was reported at 1.3668 trillion yuan, an increase of 13.82 billion yuan from the previous trading day [6] - The Shenzhen Stock Exchange's financing balance was 1.3323 trillion yuan, up by 5.73 billion yuan, leading to a total financing balance of 2.6991 trillion yuan across both markets, an increase of 19.55 billion yuan [6]

Group 1 - A total of 1123 A-share listed companies have released their 2025 performance forecasts, with 602 companies expecting profits and 521 companies anticipating losses [1][2] - Among the companies predicting profits, Zijin Mining leads with a forecasted net profit of 52 billion yuan, followed by Luoyang Molybdenum with 20.8 billion yuan [2][3] - The automotive sector, represented by SAIC Motor, is expected to see a significant profit increase of 438%-558%, the highest growth rate among the top ten profit forecast companies [2][3] Group 2 - The real estate sector dominates the list of companies forecasting significant losses, with China Fortune Land Development expected to lose between 16 billion and 24 billion yuan [3][4] - Other sectors facing losses include the photovoltaic industry, with Tongwei Co., TCL Zhonghuan, and Trina Solar among the top ten companies predicting losses [4][5] - JinkoSolar is projected to experience the largest decline in net profit, with a decrease of 6063.96%-7074.8% due to price fluctuations in the global photovoltaic industry [9][10] Group 3 - Companies like *ST Weir and Tonghua Dongbao are expected to see substantial profit growth, with *ST Weir forecasting a net profit increase of 8303.8%-9599.14% [6][8] - Approximately 260 companies are expected to have a net profit growth rate exceeding 100%, accounting for about one-fifth of the companies that have released forecasts [7][8] - The performance of companies in the photovoltaic sector is under pressure due to market conditions, impacting their profitability despite efforts to innovate and upgrade technology [9][10]

Core Viewpoint - The company, Shuangliang Energy, has significantly narrowed its overall loss for the 2025 fiscal year, despite the photovoltaic industry facing challenges in the fourth quarter, which is typically a slow season [1] Group 1: Financial Performance - Shuangliang Energy's loss is relatively small compared to leading companies in the photovoltaic sector, which are expected to incur losses between 40 billion to 100 billion yuan [1] - The company has made provisions for fixed asset impairment, reflecting a cautious financial approach, which is a contributing factor to the fourth-quarter loss [1] Group 2: Industry Position and Developments - The company has gained recognition for its zero-carbon park solutions, with its photovoltaic industrial park being selected for a national-level zero-carbon park construction [2] - The industrial park has completed a 24MW rooftop photovoltaic project and is expected to achieve additional projects by 2026, contributing to significant reductions in coal consumption and water usage [2] Group 3: Technological Advancements - Continuous breakthroughs in core equipment technology are crucial for supporting the company's 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% [3] - The company has developed a natural ventilation direct air cooling system that has passed preliminary design reviews, marking a significant advancement in extreme environment applications [3] Group 4: Market Opportunities - The space photovoltaic sector is expected to create a trillion-level market space, with the company positioned to benefit from its technological advancements in photovoltaic silicon materials and smart energy management [4] - The green hydrogen production business is emerging as a new growth driver, with the company’s alkaline water electrolysis technology setting global benchmarks and aligning with low-carbon transformation demands [4] Group 5: Long-term Outlook - The combination of stable profitability in core equipment, rapid growth in green hydrogen, and favorable national policies is expected to drive the company towards sustained profitability and long-term value for investors [5]

Core Viewpoint - The Everbright Bank Ordos Branch is actively implementing the national "dual carbon" strategy and green development concept, integrating financial services with national strategy and regional economic development to empower local enterprises for high-quality growth [1] Group 1: Financial Support Initiatives - The branch has provided 80 million yuan in credit support to a green manufacturing demonstration enterprise, helping to solidify the foundation for its green manufacturing development [1] - The branch is facilitating the import of 150 million yuan in credit certificates for a group company involved in importing petroleum gas, addressing various challenges in the import process through a professional team [1] Group 2: Commitment to Political Responsibility - The branch prioritizes political construction and utilizes diverse financial tools such as credit support and international settlement to precisely meet the development needs of enterprises [1] - The bank aims to inject financial vitality into green manufacturing enterprises and build service bridges for foreign trade logistics companies, contributing to the high-quality economic and social development of Ordos City [1]

转自：新华财经 【资讯导读】 •新兴市场ETF连续两周吸金超130亿美元 •贝莱德高管里德尔跃居美联储主席头号热门人选 •美国政府停摆风险飙升至80% 拨款大限迫在眉睫 【市场资讯】 •截至1月23日当周，美国上市的新兴市场ETF合计流入68.3亿美元，略低于前一周的71.3亿美元。年初 至今累计资金流入已达184亿美元。其中股票型ETF贡献66.7亿美元，债券型ETF流入15.8亿美元。总资 产规模从4604亿美元增至4737亿美元。中国相关资产最受青睐，单周流入达16.5亿美元，iShares安硕核 心MSCI新兴市场ETF为最大受益者。 •贝莱德首席投资官里克·里德尔（Rick Rieder）在美联储主席接任人选中的胜率从6%飙升至49%，跃居 首位。据知情人士透露，特朗普政府在征询简短名单意见时，里德尔获得债券市场广泛支持，其"无美 联储任职背景"反而被视为优势。 •自1月23日起席卷美国多地的冬季风暴已造成至少25人死亡。截至美东时间1月26日15:30，全美仍有近 70万用户处于断电状态，电力恢复工作仍在紧张进行中。 •预测平台Polymarket最新数据显示，市场押注美国联邦政府在1月底前再度停 ...

•商务部外国投资管理司负责人王亚在国新办新闻发布会上表示，2026年，以服务业为重点扩大市场准入和开放领域，将有序扩大电信、医疗、教育等领域 自主开放，推动试点项目尽早落地，支持服务业外资企业延伸价值链，实现专业化、融合化、数字化发展，促进服务业扩能提质。在已开放的领域保障外商 投资"既准入又准营"。（新华财经） 转自：新华财经 •香港将建立黄金中央清算系统 未来3年，香港黄金仓储将增加至2000吨 •商务部：以服务业为重点扩大市场准入和开放领域 有序扩大电信、医疗、教育等领域自主开放 •国投瑞银白银期货证券投资基金（LOF）暂停申购 •据人民银行26日消息，2026年1月22日，中国人民银行召开2026年宏观审慎工作会议，会议要求，会议要求，2026年宏观审慎工作要继续按照构建覆盖全面 的宏观审慎管理体系部署，强化中央银行宏观审慎管理功能，持续完善宏观审慎和金融稳定委员会工作机制，逐步拓展宏观审慎政策覆盖范围，前瞻性研判 系统性金融风险隐患，创新丰富政策工具箱，维护金融市场稳健运行和金融体系整体稳定。以服务构建新发展格局为导向，进一步完善人民币跨境使用政 策，促进货物贸易便利化，优化人民币清算行布局，更好发 ...