Core Viewpoint - The international gold price has surged dramatically, with spot gold reaching a historical high of $5,285.66 per ounce, leading to a significant increase in gold-related ETFs in the domestic market, which have seen rare daily limit-ups [2][3]. Group 1: Gold Price Surge - On January 28, international gold prices broke through key thresholds of $5,000, $5,100, and $5,200, approaching $5,300 [2]. - The domestic market has seen gold-themed ETFs, both linked to gold prices and A-share gold stocks, experiencing unprecedented daily limit-ups [2][3]. Group 2: ETF Performance - As of January 28, there are 20 gold-themed ETFs in the market, with 14 being gold ETFs and 6 being gold stock ETFs, the latter gaining significant attention from investors [3]. - Major gold stock ETFs, such as Guotai Fund's Gold Stock ETF (517400), saw a 10% increase, while others like Huazhang Fund and Industrial Bank Fund also reported gains of around 9% to 10% [3][4]. Group 3: Investment Trends - The investment logic surrounding gold has shifted, with high gold prices making it a luxury for ordinary investors, leading to increased interest in gold stock ETFs, which are relatively low in net value [3][4]. - The six gold stock ETFs have shown impressive performance, with returns exceeding 50% since January 2026, and all six have doubled in value over the past year [4]. Group 4: Market Dynamics - The surge in gold stock ETFs is attributed to the performance of A-share gold mining stocks, which have also experienced limit-ups in recent trading sessions [5][6]. - Institutional perspectives support the bullish outlook on gold prices, with expectations of continued demand from central banks and asset allocation trends [6][7]. Group 5: Fund Flows - Despite a general outflow of over 480 billion yuan from the stock ETF market, gold and precious metal ETFs have continued to attract significant inflows [8][9]. - As of January 27, gold-themed ETFs have seen a substantial increase in total assets, with commodity gold ETFs growing by 29.71% and stock gold ETFs by over 75% since the end of last year [9].

本报（chinatimes.net.cn）记者叶青 北京报道 1月28日，现货黄金再创新高，首次突破5200美元/盎司关口，截至当日，现货黄金2026年1月以来累计 涨超880美元/盎司，涨幅达20%。在贵金属大涨之际，芝加哥商品交易所（CME）27日发布通知，对白 银、铂金及钯金部分品种期货合约的直接保证金率（OutrightRates）参数作出调整。不过，此次调整通 知未涉及黄金相关合约。 "近日金价先上冲至5100美元/盎司关口创阶段新高，随后更是突破5200美元/盎司刷新历史新高，这是地 缘政治风险、央行购金、资金流入等多重因素叠加的结果。当前市场对于中东局势进一步升级的担忧情 绪持续升温。此外，随着西方多国联盟内部裂痕持续加深，加之美元信用承压，避险资金持续涌入黄金 市场。"资深黄金分析师沈璟财在接受《华夏时报》记者采访时表示。 地缘风险助推金价再创新高 据新华社消息，1月26日美军中央司令部称，美国海军"亚伯拉罕·林肯"号航空母舰打击群"正部署到中 东"。分析认为，如果美国总统特朗普选择对伊朗动武，这将为他提供更多军事选项。同一时期，特朗 普也表示，已派遣一支庞大的舰队到中东地区，"比在委内瑞拉的 ...

本报（chinatimes.net.cn）记者于建平 见习记者 田野 北京报道 1月25日，乘联分会发布2025年度汽车出口数据显示，中国汽车全年出口量达832万辆，同比增长30%， 创历史新高。这一数据与国内3440万辆的销量规模形成呼应，印证了中国汽车产业在全球市场的竞争力 跃升。这一数据说明，我国汽车产业不仅实现了产销规模的跨越，更在出口领域完成了从量的积累到质 的飞跃，为高质量发展注入了全球动能。 2025年中国汽车出口的结构性变化尤为显著，从品类来看，乘用车作为出口主力，全年出口量占比超八 成，商用车出口保持稳定增长，其中新能源商用车成为新亮点，12月单月数据显示，汽车出口量达99万 辆，同比增长73%，环比增长23%，年末冲刺态势明显。 而2025年中国新能源汽车出口量达343万辆，同比增长70%，较2024年的16%大幅提升。细分来看，纯 电动汽车出口占比28%（同比提升2个百分点），插混车型占比13%（同比提升8个百分点），混动车型 占比6%（同比提升2个百分点），而纯燃油车占比降至43%，同比下降11个百分点。 崔东树向《华夏时报》记者表示："插混和混动车型替代纯电动成为出口新增长点，尤其是 ...

本报（chinatimes.net.cn）记者李明会 见习记者 林佳茹 北京报道 "年终奖还没发，钱就先变成老铺黄金的葫芦吊坠了！"1月26日，在北京SKP老铺黄金门店外，一位刚 购完黄金饰品的女士告诉《华夏时报》记者。她直言，国际金价比去年10月上涨超20%，担心年前再涨 价，索性提前把"压岁钱"换成黄金，"比存银行划算多了"。 尽管老铺黄金部分产品克价达1600-2000元，仍未阻挡消费者热情。店外徘徊的张先生坦言其困惑，"这 价格不算低，怎么还这么火？印象里老铺价格一直挺高。"但排队的李女士却有不同看法，"我对比过其 他品牌，比如六福的一口价产品，折算下来每克要2400元左右，这么看老铺反而更划算。" 《华夏时报》记者了解到，此次抢购潮与金价上涨及优惠活动叠加密切相关。1月27日，多家品牌足金 饰品报价为1575元/克左右，部分品牌报价1585元/克，创历史新高；上海金交所黄金现货AU9999当前报 价为1139.3元/克，近一月涨幅达13.65%。而老铺黄金推出的"实付满1000元减50元"叠加"10倍积分"的新 春品牌日活动，折算下来约8.75折优惠，进一步刺激了消费。 值得注意的是，市场对老铺黄金 ...

Core Viewpoint - The actual controller of Dongcai Technology, Yichang Technology, and Gaomeng New Materials, Xiong Haitao, has been detained and is under investigation by the Sichuan Provincial Supervisory Committee, raising concerns about the governance and future operations of these companies [1][4]. Group 1: Company Announcements - Dongcai Technology announced on January 27, 2026, that it received a notification from Gaokai Group regarding the detention and investigation of its actual controller, Xiong Haitao, by the Sichuan Provincial Supervisory Committee [1]. - Yichang Technology also reported on January 27, 2026, that it received a notice of investigation and detention concerning Xiong Haitao, who resigned from his positions in the company on January 26, 2026 [2]. - Gaomeng New Materials confirmed on January 27, 2026, that it received a forwarded notice from its controlling shareholder, Gaokai Group, about the investigation and detention of Xiong Haitao due to suspected criminal activities [4]. Group 2: Shareholding Structure - Xiong Haitao holds 18.49 million shares of Dongcai Technology, accounting for 1.82% of the total share capital, making him the fifth-largest shareholder [2]. - Gaokai Group, controlled by Xiong Haitao, holds 182 million shares of Dongcai Technology, representing 17.91% of the company, while Gaokai Fuheng Group holds 32.47 million shares, or 3.19% [2]. Group 3: Background Information - Gaokai Fuheng Group, established in 2005, is a comprehensive industrial group with total assets exceeding 10 billion, focusing on various sectors including chemical new materials and biotechnology [4]. - Xiong Haitao has held various significant positions, including executive director of Gaokai Fuheng Group and vice chairman of both Yichang Technology and Gaomeng New Materials [4].

1月28日，国新办就2025年国资央企高质量发展情况举行新闻发布会。会上，国务院国资委副主任庞骁 刚介绍，截至2025年底，中央企业资产总额突破95万亿元，2025年实现利润总额2.5万亿元，完成固定 资产投资5.1万亿元，上交税费2.5万亿元。 3 中国航天科工集团有限公司 4 中国航空工业集团有限公司 科技创新方面，2025年中央企业研发投入1.1万亿元、连续四年超过万亿元。新增22位两院院士、创历 史最好水平。23个创新联合体新吸纳超过100家创新主体参与攻关，在前沿领域实现一系列突破。其 中，完成战略性新兴产业投资2.5万亿元、占总投资的41.8%。 "十四五"时期，中央企业资产总额连续跨上70万亿元、80万亿元、90万亿元三个大台阶，年均增速达到 6.9%；实现增加值51.3万亿元，比"十三五"时期增长44.6%；实现利润总额12.7万亿元，比"十三五"时期 增长56.2%。 他指出，2026年中央企业高质量发展的目标是"两个确保、两个力争"，即确保增加值持续增长，力争与 国家GDP增速相匹配；确保"一利五率"经营指标，即利润总额、营业收现率、净资产收益率、研发经费 投入强度、全员劳动生产率、资产负 ...

科技创新方面，2025年中央企业研发投入1.1万亿元、连续四年超过万亿元。新增22位两院院士、创历 史最好水平。23个创新联合体新吸纳超过100家创新主体参与攻关，在前沿领域实现一系列突破。其 中，完成战略性新兴产业投资2.5万亿元、占总投资的41.8%。 "十四五"时期，中央企业资产总额连续跨上70万亿元、80万亿元、90万亿元三个大台阶，年均增速达到 6.9%；实现增加值51.3万亿元，比"十三五"时期增长44.6%；实现利润总额12.7万亿元，比"十三五"时期 增长56.2%。 他指出，2026年中央企业高质量发展的目标是"两个确保、两个力争"，即确保增加值持续增长，力争与 国家GDP增速相匹配；确保"一利五率"经营指标，即利润总额、营业收现率、净资产收益率、研发经费 投入强度、全员劳动生产率、资产负债率稳中向好，力争总体优化。 编辑：徐芸茜 文/刘诗萌 1月28日，国新办就2025年国资央企高质量发展情况举行新闻发布会。会上，国务院国资委副主任庞骁 刚介绍，截至2025年底，中央企业资产总额突破95万亿元，2025年实现利润总额2.5万亿元，完成固定 资产投资5.1万亿元，上交税费2.5万亿元。 ...

Group 1: Gold Price Surge - Spot gold prices have reached a new high, surpassing $5200 per ounce for the first time [1] - The surge in international gold prices has quickly transmitted to the domestic market, with major gold jewelry brands in China raising their prices significantly, with some brands quoting prices as high as ¥1614 per gram [2][3] Group 2: Market Predictions - Market sentiment remains optimistic about further increases in gold prices, with BMO Capital Markets predicting that gold futures could exceed $6000 per ounce by Q4 of this year [5] - Other major banks, including Bank of America and Société Générale, have also raised their gold price targets to $6000 per ounce, reflecting a broader trend among international investment banks to increase their gold price forecasts [5] Group 3: Gold Recovery from Electronics - A viral video demonstrating gold extraction from old SIM cards has sparked interest, claiming to extract over 190 grams of gold, valued at over ¥200,000 [6] - However, experts have clarified that the actual amount of gold recoverable from a single SIM card is significantly lower, with estimates suggesting only 0.02 milligrams per card, contradicting claims made in the video [8][9] - The process of extracting gold from electronic waste is complex and requires professional knowledge and legal compliance, as it involves hazardous materials [9][11]

三是基准要素入库和使用适度分离。为兼顾差异化和创新，基金管理人可以选择非基准库内的股票指 数，但需要符合《指引》《操作细则》相关要求。 四是推动指数编制机构提高服务质量。《指引》对指数编制机构在指数研发能力和运维能力、人员组织 和内外部监督机制等方面提出要求。由协会代表行业机构从基准使用方角度对指数编制机构的信息披露 和指数维护工作提出基本要求。拟入库指数的编制机构承诺在相关指数持续运作、公司治理、合规经 营、公开披露、日常维护等方面遵守要求，提高服务质量。 五是维护基准要素库的客观公正。成立由行业内相关市场主体组成的业绩比较基准专家工作组，按照客 观公正要求，对基准要素的纳入、移出和一、二类库之间的调整进行评估和决策，保证基准要素库的动 态更新和有序管理。 文/张玫 中国证券投资基金业协会1月27日晚间发布消息称，为落实《推动公募基金高质量发展行动方案》（下 称"《行动方案》"）的相关部署，规范公募基金业绩比较基准的选取与使用，切实保护投资者的合法权 益，协会已正式建立并发布"公募基金业绩比较基准要素库"（下称"基准库"）。此次发布的基准库已经 第一届公募基金业绩比较基准要素库专家工作组第一次会议审议通过。 ...

Group 1 - The UK Prime Minister Keir Starmer will visit China from January 28 to 31, marking the first visit by a UK Prime Minister to China in eight years, which is described as an "important diplomatic moment" by UK media [1][2] - Starmer will be accompanied by over 50 executives from major UK companies and institutional representatives across various sectors, including finance, pharmaceuticals, manufacturing, culture, and creative industries, indicating the UK's strong desire to deepen bilateral economic and trade relations [1][2] - In an interview, Starmer emphasized that the UK does not need to choose between the US and China, stating that ignoring China would be unwise due to the business opportunities it presents [1] Group 2 - The Chinese Foreign Ministry spokesperson noted that Starmer's visit follows recent communications between President Xi Jinping and Starmer, indicating a positive trajectory for Sino-British relations [2] - The visit will include meetings with Chinese leaders, including President Xi and Premier Li Qiang, to discuss bilateral relations and mutual concerns, aiming to enhance political trust and practical cooperation [2] - The UK Labour government has expressed a clear intention to develop a coherent, sustainable, and strategic relationship with China, using this visit as an opportunity to foster dialogue and collaboration [2]