Core Viewpoint - The South Korean Ministry of Environment has released guidelines for the 2026 electric vehicle promotion project, maintaining the subsidy levels from the previous year while introducing additional support measures for electric vehicle adoption [1] Group 1: Subsidy and Financial Support - Electric vehicle subsidies will remain at last year's levels, with an additional 1 million KRW subsidy for users who scrap or sell their gasoline vehicles to convert to electric vehicles [1] - Large electric trucks will receive government subsidies of up to 60 million KRW [1] Group 2: Performance Standards and Innovation - The Ministry plans to strengthen performance standards for electric vehicles, focusing on energy density and charging speed to encourage the launch of competitively priced electric vehicles that meet consumer expectations [1] - Additional support will be provided for innovative technologies such as "electric control call" and "vehicle-to-network interaction" to enhance the practicality of electric vehicles [1] Group 3: Evaluation and Insurance Requirements - A new corporate performance evaluation system will be established to assess manufacturers' and importers' contributions to the domestic electric vehicle ecosystem [1] - The guidelines will also include new requirements for electric vehicle fire insurance, local government budget allocation standards, and additional support for vehicles aiding vulnerable groups [1]

ZAWYA新闻网1月22日消息称，惠誉评级预计，海湾合作委员会（GCC）债务资本市场规模将在 2026年突破1.25万亿美元，年增长率约13.6%。增长动力主要来自油价下行、利率下降、多元化融资需 求及政府推动等。惠誉指出，伊斯兰债券（Sukuk）持续快速增长，占未偿债务总额的40%以上，创历 史新高。 （原标题：GCC债务资本市场规模有望突破1.25万亿美元） ...

（原标题：阿联酋发布智能监管白皮书） 阿通社1月22日消息，在瑞士达沃斯举行的第56届世界经济论坛年会期间，阿联酋政府发布题为 《阿联酋：塑造立法智能的未来，从静态的规则手册到动态的、人工智能驱动的监管生态系统》的研究 白皮书。该文件由阿联酋内阁总秘书处编制，并与G42集团旗下Presight公司及普华永道合作完成，提出 以数据驱动和前瞻性路径推动立法体系向灵活敏捷的监管生态转型。 ...

阿通社1月21日消息称，阿联酋副总统兼副总理、阿布扎比水电行业高级委员会主席谢赫·曼苏尔·本 ·扎耶德在总统府主持委员会会议，审议水电行业最新发展及未来规划。会议强调推进能源和水资源多 元化，加大低碳、清洁和可再生能源应用，并通过技术和人工智能提升能源与水资源利用效率，以减少 浪费并支持经济、环境和社会可持续发展目标。 （原标题：阿布扎比推进水电行业低碳与智能化发展） ...

Group 1 - The Arab Energy Fund has received approval from the National Association of Financial Market Institutional Investors (NAFMII) to issue panda bonds in China [1] - The fund is allowed to issue up to 10 billion RMB in bonds over a two-year period [1] - This initiative aims to expand the fund's RMB financing channels, optimize its financing structure, and support long-term capital planning [1]

ZAWYA新闻网1月22日消息称，随着2025年因市场波动推迟上市的企业重返资本市场，预计2026 年中东北非地区IPO及股票相关发行活动将明显回暖。伦敦证券交易所集团（LSEG）数据显示，2025 年该地区股票及股票相关发行总额为154亿美元，同比下降49%，交易数量同比下降9%。其中，后续发 行占比53%，融资82亿美元；IPO占47%，共有49家公司上市，融资72亿美元。能源和电力行业以35亿 美元融资额居首，占全年融资总额的23%。 （原标题：中东北非地区IPO活动预计2026年将反弹） ...

阿通社1月22日消息，在达沃斯世界经济论坛期间举行的高级别对话中，阿联酋强调其在塑造全球 贸易未来中的积极作用。外贸部长宰尤迪表示，阿联酋以开放、伙伴关系和灵活性为核心贸易理念，致 力于维护以规则为基础的开放贸易体系，增强供应链韧性，并通过扩大全面经济伙伴关系协定网络，巩 固其连接东西方的全球贸易枢纽地位。 （原标题：阿联酋重视在全球贸易中的积极作用） ...

(原标题：穆巴达拉将人工智能与机器人列为重点投资方向) 路透社1月21日消息称，阿布扎比主权财富基金穆巴达拉表示，未来将重点布局人工智能与机器人领域，并认为两者融合格成为推动制造业升 级和产业转型的重要动力。穆巴达拉资产规模约3300亿美元，已在半导体、数据中心和A1基础设施领域持续加大投资，同时也将生命科学、医疗 健康和生物技术作为重点方向，并积极推进非洲市场布局。 相关ETF 人工智能AIETF (产品代码: 515070) ★ 跟踪：中证人工智能主题指数 沂五日涨跌: -0.42% 市盈率: 65.96倍 资金流向: 最新份额为51.1亿份,减少 了4650.0万份,净申 赎-9853.8万元。 市盈率:41.48倍 资金流向: 最新份额为88.4亿份, 增加 了1.9亿份,净申赎3.1亿 元。 机器人ETF (产品代码: 562500) ★ 跟踪:中证机器人指数 近五日涨跌: 2.07% 估值分位: 81.93% 游戏ETF (产品代码：159869) ★ 跟踪：中证动漫游戏指数 近五日涨跌: -3.54% 市盈率: 74.27倍 资金流向: 最新份额为236.8亿份, 增 加了2.5亿份，净申赎2. ...

阿通社1月22日消息称，迪拜环球港务集团（DP World）正式推出"迪拜食品区"（Dubai Food District），对阿维尔中央果蔬市场进行大规模扩建和品牌重塑，目标打造全球领先的食品贸易中心。该 项目将分阶段实施，首期计划于2026年启动，总面积将扩展至2900万平方英尺。新食品区将整合贸易、 仓储、加工和配送功能，并提供冷链设施、数字化解决方案和批发交易服务，以提升区域食品供应链能 力和粮食安全水平。 （原标题：迪拜环球港务集团推出迪拜食品区） ...

Group 1 - The Economic Information Center (EIC) of Siam Commercial Bank predicts that the formation of the new government may take up to five months, potentially negatively impacting the economy with a projected growth rate of less than 1% in the first half of the year [1] - EIC expects the new coalition government to face constraints in advancing its policy agenda due to no single party obtaining a decisive majority in parliament, similar to the results of the 2023 elections [1] - The passage of the fiscal budget for FY2027 is anticipated to be delayed by 1 to 2 months, leading to corresponding delays in budget allocations and public spending for the year [1] Group 2 - EIC notes that while political parties' campaign promises mainly focus on cash subsidies, there are proposals for governance reforms and broader structural reforms in various areas, including household debt, competitiveness, infrastructure investment, environmental risks, demographic issues, labor quality, inequality, social welfare, and public sector governance [1] - The support for the economy from the outgoing government is expected to gradually weaken during the transition period [2][3] - EIC forecasts a decline in export value this year due to the implementation of further U.S. import tariffs and increased global competition, negatively impacting external demand [3] Group 3 - The Thai economy continues to benefit from a gradual recovery in foreign tourist numbers, with significant contributions from markets such as Europe, India, and the United States, alongside signs of recovery in Chinese tourist numbers due to new flight routes [3] - EIC anticipates that the Bank of Thailand will lower the policy interest rate by 25 basis points to 1% in the first half of the year, maintaining this level throughout 2026, in response to weak economic growth, heightened political uncertainty, and a general contraction in private sector credit [4]