Group 1 - The A-share non-ferrous metal sector has continued its strong performance in 2026, with the Shenwan non-ferrous metal industry index rising by 15.87% year-to-date, ranking first among all 31 Shenwan primary industry indices [1] - The rare earth permanent magnet sector has also performed well, with several rare earth stocks, such as Zhongcai Rare Earth and China Rare Earth, outperforming the Shenwan non-ferrous metal industry index [2] - The recent rise in the rare earth permanent magnet sector is primarily driven by the recovery of rare earth prices, with the Baotou Rare Earth Products Exchange's rare earth price index showing a continuous upward trend since the beginning of the year [3] Group 2 - The rare earth price index has increased from 217 points to 237 points since the beginning of the year, surpassing the previous high of 233 points set in August 2025 [6] - Various rare earth products have seen price increases, with praseodymium oxide rising by approximately 9.41% and neodymium oxide by about 9.19% as of January 21 [6] - Several rare earth industry companies have reported positive earnings forecasts for 2025, with companies like Zhenghai Magnetic Materials expecting a net profit increase of 235.72%-311.52% year-on-year [7] Group 3 - The global supply-demand gap for rare earths is expected to continue expanding, with emerging fields such as electric vehicles and humanoid robots driving long-term demand growth [8] - Humanoid robots are anticipated to become a new growth driver for rare earth permanent magnet demand, with the demand for neodymium-iron-boron materials expected to increase significantly by 2035 [8] - The price of praseodymium and neodymium is projected to rise to a range of 600,000 to 800,000 yuan per ton by 2026, driven by recovering exports and increased supply from Southeast Asia [8] Group 4 - The humanoid robot market is expected to reach over a hundred million units, with each robot requiring approximately 2-3 kilograms of rare earth permanent magnets [9] - The demand for high-performance neodymium-iron-boron materials is projected to grow at a compound annual growth rate of 13%, reaching 212,000 tons by 2027 due to rapid growth in sectors like electric vehicles and wind power [10]

转自：新华财经 新华财经香港1月21日电（记者林迎楠）香港投资推广署21日宣布，内地专业人工智能技术产品及服务 供应商佳都科技集团股份有限公司在香港设立研发中心，并以此作为其香港及海外业务和产业合作的地 区总部。 佳都科技董事长兼执行总裁陈娇指出，香港作为中国内地与世界之间的"超级联系人"和国际商业金融中 心，凭借其独特的区域合作优势，以及覆盖中东、东南亚及其他亚太地区的广泛商业网络，为佳都科技 在港设立据点，推动与内地及海外企业的资源共享、技术交流和市场拓展提供了关键支撑，同时也让公 司便捷地对接全球投资者和合作伙伴，提升国际品牌影响力。 陈娇提到，在成熟稳健的金融体系及有利于创新科技、人工智能和智慧城市发展的政策支持下，佳都科 技正积极筹备在港上市，以充分利用香港稳定的投资环境和汇聚全球资金的优势，为其拓展海外市场提 供强而有力的保障。 编辑：胡晨曦 香港投资推广署助理署长刘智元表示，佳都科技在香港设立研发中心，并以香港为地区总部扬帆出海， 不仅进一步提升香港作为国际科技创新中心的地位，更为香港及海外市场带来更多创新的智能交通全场 景解决方案。 ...

新华财经上海1月21日电（葛佳明）受格陵兰岛争端持续发酵等因素影响，美国市场日前再现股债汇"三 杀"，避险情绪升温，黄金持续走强，COMEX黄金、现货黄金相继升破每盎司4800美元关口。截至发 稿，现货黄金价格21日最高触及每盎司4888美元的高位。 美国桥水基金创始人瑞·达利欧（Ray Dalio）警告称，在地缘紧张局势加剧和市场不安情绪的笼罩下， 各国政府和投资者正在重新评估对美国资产的配置意愿。多位接受新华财经采访的分析师表示，地缘政 治与经济不确定性持续推升全球避险需求，当前全球资本市场对黄金的态度或正逐步从传统的"避险保 值工具"转变为"货币属性替代品"。 "去美元化交易"卷土重来 衡量投资者恐慌情绪和市场风险的芝加哥期权交易所波动指数（又称"恐慌指数"）20日大幅上涨 26.67%，收于20.09，为2025年11月25日以来的最高水平。 投资者对日本债券的恐慌抛售以及丹麦养老基金计划抛售美债的消息大幅影响美债走势，长期美债收益 率大幅冲高，触及四个月高点。此外，美元对大多数主要货币走低，美元指数一度下跌0.7%至98.23。 当地时间1月20日，纽约股市标普500指数大跌2.1%，抹去了2026 ...

近年来，光大银行呼和浩特分行一直致力于深入贯彻党的二十大精神、党的二十届三中全会精神、中央 金融工作会议和中央经济工作会议精神，扎实做好科技金融大文章，把更多金融资源用于促进科技创 新，培养新质生产力，建立健全科技金融支持服务体系，为科技型企业提供全生命周期的多元化接力式 金融服务。 未来，光大银行呼和浩特分行将持续加强科技金融相关政策宣传和制度建设工作，优化产品体系，运用 协同力量，提升专业能力，推动支持服务科技型企业贷款增量扩面，为科技型企业高质量发展贡献力 量。（李贺） 编辑：张震 转自：新华财经 在科技创新成为驱动高质量发展核心引擎的今天，破解科创企业"轻资产、长周期、高投入"的融资痛 点，是金融服务实体经济的关键命题。光大银行呼和浩特分行始终坚守"金融报国、服务实体"初心， 以"长期主义"视角深耕科技金融，通过创新信贷评估体系、为科技型动保企业提供信贷支持。 生物医药产业的创新之路，从来离不开长期稳定的资金灌溉。但该行业面临研发投入持续加大、产能扩 张亟需资金的困境，传统信贷"重抵押物、轻技术力"的评估模式成为其融资路上的"拦路虎"。光大银行 呼和浩特分行在深入调研后发现，该行业中某企业拥有多项核心 ...

新华财经上海1月21日电（谷青竹）2026年的开局，对上海科创界而言是一场AI产业的集中爆发——在横跨2025年末至2026年初的短短一个月内，壁仞科 技、天数智芯、稀宇科技（MiniMax）、沐曦股份、英矽智能五家硬核AI企业接连登陆资本市场；此外，还有同属算力阵营的燧原科技也已完成IPO辅导， 冲刺在即。 在上海"五朵金花"热闹绽放之前，上一次凭借AI技术深度融合火爆出圈、引发全国广泛关注的前沿科技企业集群，则是杭州"六小龙"。但与"六小龙"的"点 状爆发"不同，上海此番企业上市潮覆盖了从GPU芯片、大模型底座到生物医药等垂直应用的完整链条，展现出罕见的产业纵深与系统性协同。 更值得注意的是，五家IPO企业中的三家——壁仞科技、天数智芯、稀宇科技，均出自临港集团旗下产业园区。据悉，临港集团围绕上海AI产业战略，已集 聚超过1600家人工智能企业（含软件与信息技术服务类），产业规模突破1000亿元。于是，当外界惊叹于"上海规模"与"上海质量"时，一个更值得思考的问 题产生：这座超大城市，究竟是如何批量"种"出AI上市企业产业链的？ 不是"突然冒尖"，而是"十年磨剑"：长期主义是底层密码 临港浦江国际科技城副 ...

指数盘中最高触及5358.18点，最低触及5298.13点，成分股全天总成交额报9694亿元，总成交额较上一交易日小幅缩量。 转自：新华财经 新华财经北京1月21日电（罗浩）新华500指数（989001）1月21日收盘上涨20.18点，涨幅0.38%，报5326.96点。 走势上看，新华500指数（989001）21日早间小幅低开，指数盘初震荡上扬，盘中窄幅整理，尾盘有所回落，收盘时小幅上涨。 编辑：胡晨曦 成分股方面，澜起科技涨逾11%，华天科技、中国长城收于约10%涨停，赤峰黄金、中矿资源、厦门钨业、中控技术、浙江龙盛、中金黄金、山东黄金等多 股涨逾8%；合盛硅业、弘元绿能、永辉超市、荣百科技、酒鬼酒等跌幅靠前。 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。 ...

转自：新华财经 1月20日，丙午马年贺岁生肖纪念钞兑换工作正式启动。启动当天恰逢上海雨雪天气，叠加预约兑换高峰，交通银行上海市分行以标准化流程为支撑、精细 化服务为纽带，全力保障兑换工作平稳有序、温暖高效。 此外，以纪念钞兑换为契机，交行上海市分行将全辖网点打造为春节前夕金融知识宣教前沿阵地，织密反诈防骗"安全网"。各网点统一设立公众教育专区， 聚焦春节期间高发的"虚假代预约纪念币""高价回收纪念币诈骗""冒充客服退款"等典型骗局，通过电子屏循环播放反诈宣传片等方式，增强客户识骗防骗能 力，大堂引导员主动为排队客户答疑，普及纪念币收藏与交易风险知识，多维度深化反假反诈宣传，切实守护客户财产安全。 下一步，交行上海市分行将持续坚守"金融为民"初心，不断优化服务流程、细化便民举措，更有"温度"地服务申城市民。（邓侃） 编辑：谈瑞 面对雨雪天气叠加"首日兑换高峰"的双重考验，该行启动预案，指导全辖网点全方位筑牢服务保障防线，包括严格落实安全防护措施，在排队区域统一铺设 防滑垫、设置醒目的安全警示标识，全力守护客户通行安全。厅堂内，开辟"暖冬兑换专区"，配备热茶、暖贴等御寒物资及临时休息座椅，让等候市民免受 严寒侵袭 ...

转自：新华财经 近年来，视频分享平台蓬勃发展催生电视观看场景进一步多元化等影响，全球大屏电视市场规模持续扩 大。索尼公司总裁兼首席执行官槙公雄说："通过整合双方优势，我们致力于在家庭娱乐领域创造全新 的客户价值，向全球用户提供比以往更具吸引力的视听体验。" 新华财经上海1月21日电（记者杨有宗）记者20日从索尼方面获悉，索尼公司与TCL电子控股有限公司 签署意向备忘录，双方拟成立一家合资公司，强化在家庭娱乐领域的战略合作。 根据意向备忘录，双方确认拟设立一家承接索尼家庭娱乐业务，由TCL持股51%、索尼持股49%的合资 公司，在全球范围内开展包括电视机和家庭音响等产品在内的，从产品开发、设计、制造、销售、物流 到客户服务的一体化业务运营。 据介绍，索尼公司与TCL电子控股有限公司计划于2026年3月底前就订立具有法律约束力的最终协议进 行磋商。在最终协议签署并取得相关主管部门批准等条件满足后，新公司预计将于2027年4月开始运 营。 TCL电子控股有限公司董事会主席杜娟说："双方借助业务战略互补、技术经验共享与运营深度协同， 有望实现品牌跃升、规模效应提升与供应链优化，为广大客户提供更优质的产品与服务。" 编 ...

Core Viewpoint - The Industrial and Commercial Bank of China (ICBC) will provide no less than 3 trillion yuan in comprehensive financing support to Shandong during the 14th Five-Year Plan period, with at least 600 billion yuan specifically allocated for technology enterprises [1] Group 1: Financing Support - ICBC will support Shandong's high-quality development with ten policy measures, focusing on various sectors including new productivity development and technological innovation [1] - The financing support aims to enhance domestic demand and improve living standards, as well as promote high-level opening up [1] Group 2: Sector-Specific Initiatives - The bank's initiatives will include tailored service plans and specialized products to boost the development of rural revitalization and regional coordinated high-quality growth [1] - ICBC will also support the construction of a marine strong province and promote ecological protection and green low-carbon development [1]

Group 1 - The Ministry of Finance will continue to implement a more proactive fiscal policy in 2026, focusing on increasing total volume, optimizing structure, improving efficiency, and enhancing momentum to support employment, enterprises, markets, and expectations [1] - The A-share market has seen structural opportunities emerge, particularly in popular sectors such as brain-computer interfaces, commercial aerospace, and embodied intelligence, with several listed companies becoming attractive to institutional investors [1] - Despite recent market fluctuations, industry insiders believe that investment opportunities in sectors like brain-computer interfaces and satellites remain significant due to policy support and technological breakthroughs [1] Group 2 - In 2025, quantitative index enhancement strategies performed exceptionally well in the A-share market, with an average return rate of 45.08%, and nearly 90% of products achieving positive excess returns [2] - Small and mid-cap index enhancement strategies have outperformed, highlighting the continued prominence of industry leaders, while AI integration in strategy design has become mainstream [2] - The private equity industry anticipates structural opportunities in 2026, but also warns of challenges from strategy crowding and style shifts [2] Group 3 - The Ministry of Finance has introduced six policies to support small and micro enterprises, including loan interest subsidies and investment guarantees, aimed at boosting private investment and consumption [3] - Major listed insurance companies are expected to see growth in premium and profit metrics in 2025, benefiting from a strong equity market performance [3] - The overall performance of listed insurance companies is projected to maintain high growth due to favorable market conditions in 2025 [3] Group 4 - Shanghai has launched an action plan to enhance the competitiveness of non-ferrous metal commodities, aiming to strengthen the link between spot and futures markets [4] - The action plan is designed to elevate Shanghai's global pricing influence in the non-ferrous metals sector [4] Group 5 - As of January 20, 2025, 525 A-share companies have disclosed earnings forecasts, with around 200 expecting growth and over 100 projecting net profit increases exceeding 100% [5] - The technology sector, particularly driven by AI, is maintaining high growth, while industries like photovoltaics and liquor are facing performance pressures due to market fluctuations [5] - The global precious metals market has shown strength, with gold and silver prices reaching new historical highs [5] Group 6 - The industrial application of silver is significant, with over 60% of demand coming from industries like photovoltaic energy, which is currently facing cost pressures due to rising silver prices [7] - Companies in the photovoltaic sector are exploring alternatives to silver, such as copper and aluminum, due to cost considerations [7] Group 7 - The high-tech manufacturing sector in China is experiencing robust growth, particularly in robotics, with significant increases in the production of gear reducers and various types of robots [8] - The market for reducers is projected to grow to 151 billion yuan by 2025, with specific increases in the sales of harmonic and RV reducers [8] - Several listed companies are actively expanding their operations in the robotics reducer market [8]