2026年1月7日晚，*ST阳光（000608.SZ）发布公告称，因控股股东京基集团有限公司（下称"京基 集团"）正在筹划公司控制权变更事宜，公司股票自1月8日开市起停牌，预计停牌时间不超过2个交易 日。 财务数据揭示了公司面临的巨大压力。 2025年前三季度，*ST阳光实现营业收入约2.52亿元，同比增长5.11%；但归母净亏损约7205.8万 元，同比大幅下降258.43%，扣非净利润亏损7611.82万元。 停牌前，*ST阳光的市场表现异常抢眼。在2026年1月5日、1月6日、1月7日这三个交易日内，公司 股价连续斩获三个涨停板，日收盘价格涨幅偏离值累计达到12.43%。截至1月7日收盘，股价报收3.05 元/股，总市值22.87亿元。 退市风险警示 据悉，*ST阳光主要从事商业运营管理业务、物业租赁业务以及房屋销售业务。 自2021年9月起，公司正式受托管理京基集团旗下商业项目，借此拓宽了业务版图。截至2025年6月 底，其管理的商业项目主要布局于北京、上海、深圳、成都和沈阳等一二线城市。 不过更值得关注的是公司严峻的基本面。 因2024年度经审计的利润总额、净利润、扣除非经常性损益后的净利润均为负值 ...

又有新盘面临业主"投诉"。 近日，位于杨浦东外滩板块的浦江之星迎来交付，但验房过程中存在的诸多问题，引发业主不满，要求项目整改。 根据业主拍摄的图片信息，在交付当天，浦江之星外立面就发生铝板脱落、围栏掉落现象，且项目架空层仍是毛坯状态、摆满了二手家具，公区还处 于没有建完的状态。 社交平台上，有业主发帖，称其验房验出80多处问题，包括施工地漏里塞垃圾、地板到处空鼓、厨房水池漏水、中央空调不安滤网、阳台吊顶没有检 修口…… 《国际金融报》记者近日实地走访浦江之星发现，正门入口处的栏杆尚未拆除，物料堆放在地，稍显混乱，和平常干净整洁、喜庆欢乐的交房现场形 成较大反差。 有业主反映，浦江之星存在重大设计缺陷，地面水泥摸起来是湿的，预看房的时候没有发现问题，但交房当天已经看到墙壁反碱，湿了半面墙，连厨 房下面瓷砖没有铺到的水泥部分也是湿的。别的地方后续也可能会慢慢泛出来。 回溯来看，2023年7月，中建三局透过旗下子公司中建壹品投资发展有限公司（下称"中建壹品"），以38.6亿元成功摘得上海市杨浦区定海社区I14-01 地块、I15-03、I15-02地块。 该项目总投资额近60亿元，总规划用地面积3.1万平方米，总 ...

Market Overview - The A-share market showed mixed performance on January 28, with the Shanghai Composite Index closing up by 0.27% at 4151.24 points, while the ChiNext Index fell by 0.57% to 3323.56 points. A total of 3640 stocks declined, indicating a significant loss effect in the market [1][4][10]. Sector Performance - Resource stocks, particularly in non-ferrous metals, coal, and petrochemicals, experienced strong gains, with the non-ferrous metal sector rising by 5.92% and coal by 3.42%. In contrast, sectors such as pharmaceuticals, commercial aerospace, and technology stocks faced declines [6][8][11]. - The non-ferrous metal sector saw a surge in individual stocks, with notable performances from companies like China Aluminum and Yunnan Copper, which hit their daily price limits [9][12]. Investment Sentiment - Recent market behavior reflects a shift from speculative trading to performance-driven investment, with a focus on earnings support rather than mere hype. This transition is attributed to a divergence between macro expectations and micro data, leading to cautious positioning among investors [3][13]. - Investors are advised to manage their positions carefully, especially as the earnings forecast period approaches, which may reveal significant performance risks for individual stocks [3][13]. Capital Flow - As of January 27, the margin financing balance in the Shanghai and Shenzhen markets stood at 2.72 trillion yuan, indicating a substantial level of leveraged investment [5]. Future Outlook - Analysts suggest that the market may continue to experience structural trends, with a potential focus on sectors benefiting from policy support and improving economic conditions. The upcoming earnings announcements are expected to influence market dynamics significantly [15][17].

Core Viewpoint - The price of Feitian Moutai has seen a rebound, reaching a wholesale price of 1580 RMB per bottle as of January 28, 2026, while the stock price of Kweichow Moutai has hit a 16-month low, indicating a divergence between product pricing and stock performance [1][3]. Group 1: Price Trends - On January 28, 2026, the wholesale price of 53-degree 500ml Feitian Moutai reached 1580 RMB per bottle, an increase of 10 RMB from the previous day, with some regions reporting prices as high as 1620 RMB per bottle [1]. - Compared to previous years, the current price of Feitian Moutai is significantly lower, with wholesale prices in the last three years being 2720 RMB, 2680 RMB, and 2220 RMB respectively [2]. - The online platform iMoutai launched a price of 1499 RMB for Feitian Moutai on January 1, 2026, leading to a temporary drop in prices before a recovery as the Spring Festival consumption season approached [1]. Group 2: Stock Performance - As of January 28, 2026, Kweichow Moutai's stock price closed at 1323.69 RMB per share, marking a 7.17% decline since the first trading day of the year and reaching a 16-month low [3]. - Despite the stock price decline, notable investors like Duan Yongping have increased their holdings, indicating confidence in the long-term value of Moutai [3]. - Recent reports suggest that Kweichow Moutai's price adjustments may lead to a downward revision of profit expectations for 2026, with projected net profit growth rates between 0% and 3% [3]. Group 3: Industry Dynamics - The white liquor industry is undergoing a cyclical adjustment, with leading companies like Kweichow Moutai expected to consolidate their market position and exert pricing power over smaller brands [3]. - The recent price cuts by Moutai are anticipated to accelerate industry consolidation and clear out excess capacity in the market [3].

为了更好促进发展，代开乐建议，上海有关部门可以积极发挥促进协调作用，以降低区域内企业运 营所面临的部分阻力。"例如，可以完善上海各政府部门之间的跨部门协作机制，进一步加强业界与政 府之间的沟通，以及提升长三角地区物流基础设施水平等措施，（此类举措）对提升欧洲企业的商业信 心很有帮助"。 近年来，中国出口在欧洲市场持续增长，特别是与绿色转型和先进制造有关的产业。目前，中国是 欧盟最大进口来源地，欧盟则在中国出口市场和高技术合作中占重要地位。中国与欧盟互为重要的第二 大贸易伙伴，经贸关系紧密且高度互补。据海关统计，2025年上半年，中国对欧盟进出口2.82万亿元， 同比增长3.5%，双方的贸易往来更加紧密。 1月28日，记者从欧盟商会上海分会处获得的一份研究报告指出，"中国高效的产业集群使其成为全 球唯一的制造业超级大国和全球供应链的基石，也是生产诸多产品至关重要的一环。" 而作为世界级口岸，上海对于中国供应链体系的重要性不言而喻。上海港2025年集装箱吞吐量突破 5500万标准箱，保证了中国制造与世界市场的稳定连接；与此同时，上海虹桥正打造"全球供应链管理 中心集聚区"，进一步加强上海区域协同的服务中枢作用。 ...

Group 1 - The price of Moutai has seen a rebound, with the wholesale price of the 53-degree 500ml Flying Moutai reaching 1580 RMB per bottle, an increase of 10 RMB from the previous day, and some regions reporting prices as high as 1620 RMB per bottle [1] - In January 2026, Moutai implemented a series of reforms regarding product pricing and distribution channels, leading to a "bottoming out" rebound in the price of Flying Moutai [1] - The launch of the 1499 RMB Flying Moutai on the iMoutai app on January 1 led to a temporary drop in prices, which subsequently rebounded as the Spring Festival consumption peak approached [1] Group 2 - Compared to previous years, the price of Flying Moutai is no longer as exorbitant, with wholesale prices in the last three years being 2720 RMB, 2680 RMB, and 2220 RMB, while current market prices are around 1700 RMB [2] - Despite the recovery in Moutai prices, the company's stock price has continued to decline, reaching a closing price of 1323.69 RMB per share, a 7.17% drop since the first trading day of the year [3] - Notable investor Duan Yongping has increased his stake in Moutai, purchasing 20,000 shares at 1365 RMB per share, indicating confidence in the long-term value of the company [3] Group 3 - Recent price adjustments by Moutai have led to a general downgrade in profit expectations for 2026, with analysts predicting a net profit growth rate of 0% to 3% for the company [3] - The white liquor industry is undergoing a cyclical adjustment, with leading companies like Moutai expected to exert pressure on smaller brands and production capacities, accelerating industry consolidation [3]

中国外交部发言人在谈及斯塔默首相访华时指出，当前国际形势变乱交织，中英作为联合国安理会常任 理事国，保持沟通、加强合作，符合两国人民共同利益，也有利于促进世界和平稳定与发展。 1月28日下午，英国首相斯塔默乘机抵达北京首都国际机场，开启为期4天的访华行程。 斯塔默首相此访是英国首相时隔八年再次访华。访问期间，习近平主席将同他会见，李强总理、赵乐际 委员长将分别同他会谈、会见，就双边关系和共同关心的问题深入交换意见。 2024年8月，习近平主席应约同斯塔默首相通电话，11月在里约热内卢二十国集团领导人峰会期间，同 斯塔默首相会见，引领中英关系走上改善发展轨道。 中英互为重要经贸伙伴。长期以来，在两国领导人的战略引领下，中英经贸关系保持健康稳定发展。 2025年，中英双边货物贸易额达到1037亿美元，服务贸易额有望突破300亿美元，双向投资存量近680亿 美元。 据了解，此次随同斯塔默首相访问的包括50余家英国大企业高管和机构代表，涵盖金融、医药、制造 业、文化、创意等英优势领域，体现了英方对深化双边经贸关系的期待。 除北京外，斯塔默首相还将访问上海。英国工党政府执政以来明确表示，愿同中方发展连贯、持久、战 略性 ...

据港交所文件：天津阿童木机器人股份有限公司向港交所提交上市申请书。 ...

东方甄选（1797.HK）终于扭亏。 渠道布局上，东方甄选在财报中明确，将持续深化多渠道战略，线下布局稳步推进。目前，公司已在不同区域投放40多台自动售货机，其中部分设备已实现 盈利。"我们计划将其规模化推广，进一步扩大布局范围，覆盖写字楼、社区、学习中心等多元场景，补充线下销售触点，完善全渠道生态。" 此外，东方甄选还计划开设新的矩阵直播账号并招募新主播，值得关注的是，东方甄选还透露了线下体验店的最新进展——首家线下旗舰店即将落地北京中 关村，门店面积达439平方米，将打造一站式"购物+休闲+社交"的消费场景。 1月28日晚间，东方甄选披露2026财年中期业绩。财报显示，截至2025年11月30日止六个月，东方甄选营收总额为23.12亿元，同比增长5.7％；若剔除与辉同 行直播间产生的营收，东方甄选总营收将增长17％。同时，东方甄选净利润为2.39亿元，上年同期净亏损9679.9万元。 东方甄选在财报中表示，自营产品业务成为营收增长的核心引擎。截至2025年11月30日止六个月，其已累计推出801款自营产品，自营产品营收由上年同期 的17亿元增长18.1%至20亿元，自营产品GMV占总GMV的比例约为52. ...

全球电商与科技巨头亚马逊再次官宣调整组织架构，预计裁减约1.6万个职位。 1月28日，亚马逊人力资源与技术高级副总裁贝丝·加莱蒂（Beth Galetti）发文宣布，公司将进行人员缩减，预计影响约16000个职位。 需要注意的是，加莱蒂强调，公司并非进入一种"新常态"，即每隔几个月就宣布大规模裁员。上述举措是基于每个团队都会持续评估自身的责任划分、执行 速度以及为客户创新的能力，并在必要时做出调整。她表示，在进行上述调整的同时，亚马逊也会继续在对未来至关重要的战略领域和职能上进行招聘和投 资，"我们所有业务仍处于发展的早期阶段，未来仍然充满重要机遇"。 具体来看，亚马逊将为大多数美国员工提供90天时间在公司内部寻找新的岗位，同时对于无法在公司内部找到新职位或选择不寻找新职位的员工，亚马逊将 提供过渡支持，包括遣散费、再就业服务、医疗保险福利等。 "我们一直在努力通过减少管理层级、增强责任归属和消除官僚流程来强化公司组织架构。虽然许多团队已在10月完成了组织调整，但也有一些团队直到现 在才完成这项工作。"加莱蒂在亚马逊官方博客中写道。 随后去年10月，亚马逊宣布，在全球范围内实施新一轮组织优化，净裁减（不包括内 ...