在限制军工企业分红和回购的同时，特朗普还提出了大幅提高美国军事预算的设想。 特朗普呼吁，在2027年将美国国防开支增加到1.5万亿美元，以应对他所谓的"当前非常动荡和危险的时 期"。这一数字比去年12月国会批准的9010亿美元预算高出50%以上。特朗普声称，由于关税带来的收 入，华盛顿可以"轻松实现"这一国防预算目标。 "这将使我们能够建立长期以来应得的'梦想军队'，更重要的是，无论敌人是谁，这支军队都将保障我 们的安全。"特朗普在社交媒体上表示。 在另一篇帖子中，他表示，除非美国主要国防承包商加快武器交付和建设新的制造工厂，否则他将严厉 打击向这些公司的老板和股东支付款项的行为。 自开启第一个总统任期以来，美国总统特朗普一直致力于推动美国及其盟国增加国防开支。 近日，特朗普就美国军工产业和国防支出问题作出表态，提出将对军工企业的资本运作方式进行限制。 同时，他还提出计划大幅提高未来美国的军事预算规模。 特朗普指出，过去一段时间内，一些军工企业将大量资金用于股东分红和股票回购，却减少了对于工 厂、设备和生产线的投入，影响了武器制造和交付能力。他将采取措施禁止国防承包商向股东支付股息 或进行股票回购，不允许美国 ...

Core Viewpoint - The Chinese Ministry of Commerce announced strengthened export controls on dual-use items to Japan, prohibiting exports to military users and any entities that enhance Japan's military capabilities, in response to Japanese Prime Minister Fumio Kishida's controversial remarks regarding Taiwan [1][2][4]. Group 1: Export Control Measures - The export control measures encompass a wide range of dual-use items, including strategic minerals like rare earths, gallium, germanium, and indium, as well as chemicals, drones, sensors, and nuclear materials [3][6]. - Violations of these regulations will lead to legal consequences for organizations and individuals transferring or providing dual-use items from China to Japan [1]. Group 2: Economic Impact on Japan - The measures are expected to impact Japan's economy and industries, particularly in the automotive, semiconductor, and electronics sectors [2][5]. - Japan's dependency on China for critical strategic minerals is significant, with approximately 40% of gallium supplies coming from China, which is crucial for defense and high-tech industries [6][7]. Group 3: Military Implications - The export controls may constrain Japan's military equipment production capacity and development, particularly in high-end military equipment manufacturing and potential nuclear capabilities [7][8]. - Specific military applications, such as the lithium battery-driven motors in submarines and radar systems, rely on rare earth materials that may be affected by these controls [8]. Group 4: Future Considerations - In the long term, Japan may seek to diversify its supply chains and reduce reliance on single sources, which could lead to significant shifts in procurement strategies in both civilian and military sectors [8].

特朗普当天接受一家电台采访时说，美国正密切关注伊朗发生的骚乱事件，他不确定"是否一定要追究 某个人的责任"，但如果伊朗当局对相关人员死亡事件负有直接责任，"他们将付出惨痛的代价"。 当地时间1月8日，美国总统特朗普再次就伊朗骚乱事件发出威胁，称如再有人员死亡，美国将对伊朗进 行"严厉打击"。 （文章来源：国际金融报） 据黎巴嫩国家通讯社8日报道，伊朗外长阿拉格齐当天在黎巴嫩首都贝鲁特表示，伊朗已为任何可能发 生的情况做好战争准备，但伊朗并不寻求战争，仍愿在相互尊重的基础上开展谈判。 自2018年美国宣布单方面退出伊核协议以来，伊朗遭受来自美西方多轮严厉制裁，货币贬值，通胀严 重，经济发展受到严重打击。据伊朗方面消息，伊朗政府经济团队正在召开紧急会议，讨论处理近期出 现在汇率、贸易和民生方面的问题。 来源央视新闻新华社 阿拉格齐还说，美国和以色列过去对抗伊朗的企图均告失败，任何新的尝试也将重蹈覆辙。伊朗将继续 与地区国家保持磋商，以应对当前挑战。 据悉，伊朗多地发生骚乱，造成人员伤亡。当地时间2日，特朗普威胁将就伊朗骚乱事件进行干涉。伊 朗方面强调，伊朗人民将通过彼此之间的对话与互动来解决自身问题，绝不允许任何 ...

Group 1 - Venezuela's Foreign Minister, Jorge Arreaza, reaffirmed the country's commitment to deepening economic and trade cooperation with China, expressing gratitude for China's recent support [1] - China's Ministry of Commerce spokesperson, He Yadong, stated that China's willingness to deepen economic relations with Venezuela will not change regardless of the political situation in Venezuela [1] - U.S. President Trump indicated that the U.S. may impose oversight and control over Venezuela's oil revenues for an extended period, aiming to "rebuild Venezuela" using oil resources [1][2] Group 2 - U.S. Treasury Secretary Steven Mnuchin announced that the U.S. Treasury will oversee the sale of Venezuelan assets and return the proceeds to Venezuela, indicating interest from independent oil companies in investing in Venezuela [2] - Following a large-scale military operation by the U.S. on January 3, which involved the control of President Maduro, Trump emphasized that the U.S. would manage Venezuela until a "safe" transition occurs, revealing intentions to access Venezuela's oil resources [2]

Group 1 - The Chinese Ministry of Foreign Affairs confirmed the arrest of Chen Zhi, the founder and chairman of the Taizi Group, in Cambodia for involvement in international telecom fraud, and he has been repatriated to China [1] - The Chinese government emphasizes the importance of international cooperation in combating cross-border telecom fraud, highlighting successful collaboration with Cambodia [1] - Chen Zhi's criminal group is accused of multiple offenses, including operating illegal casinos and fraud, and he is currently under legal measures as investigations continue [1] Group 2 - The Ministry of Public Security plans to publicly announce the first batch of wanted members of Chen Zhi's criminal group and is committed to capturing all fugitives [2] - Authorities are urging criminals to recognize the situation and surrender voluntarily for leniency [2]

Core Viewpoint - The first performance forecast for 2025 from Kuozi Jiao indicates a significant decline in net profit, attributed to market conditions and changes in consumer demand [4][5]. Group 1: Financial Performance - Kuozi Jiao expects a net profit of 660 million to 828 million yuan for 2025, representing a year-on-year decrease of 50% to 60% [4]. - The company's non-recurring net profit is projected to be approximately 645 million to 811 million yuan, reflecting a decline of 49.65% to 59.93% compared to the previous year [4]. - In Q1 2025, Kuozi Jiao reported revenue of 1.81 billion yuan, a year-on-year increase of 2.42%, with net profit rising 3.6% to 610 million yuan [4]. - By Q2 2025, revenue plummeted by 48.48% to 721 million yuan, with net profit dropping 70.91% to 105 million yuan [5]. - In Q3 2025, revenue further declined by 46.2% to 640 million yuan, and net profit fell by 92.5% to 30 million yuan [5]. Group 2: Market Dynamics - The decline in performance is attributed to intensified market differentiation and channel changes within the liquor industry, alongside a downturn in demand and policy shifts [4]. - High-end product sales significantly decreased, impacting core profit sources and overall revenue [4]. - The competitive landscape in the Anhui liquor market has intensified, with Kuozi Jiao experiencing revenue declines both in provincial and out-of-province markets [5]. Group 3: Strategic Outlook - Kuozi Jiao's gross margin fell by 9.2 percentage points to 62.7% due to pressure on mid-to-high-end product sales [6]. - The company aims to double its sales volume as part of its "100 billion Kuozi" strategic plan, although current trends suggest challenges ahead [6]. - The company's cash collection also decreased by 48.9% to 730 million yuan, indicating pressure on channel returns [6]. Group 4: Insider Activity - During the turbulent performance period, the controlling shareholder, Liu Ansheng, liquidated over 300 million yuan through stock sales [8]. - In July 2025, Liu Ansheng announced plans to reduce his holdings by up to 10 million shares, amounting to 1.67% of the company's total shares [8]. - Since 2018, Liu Ansheng has reportedly "cashed out" over 1 billion yuan through various means, including share reductions and transfers [8].

Core Viewpoint - Agricultural Bank of China announced the termination of its personal mobile security shield service starting January 9, marking the first major state-owned bank to exit this service [2][4]. Group 1: Service Termination Details - The mobile security shield, which provided a higher level of security for transactions, will be discontinued to enhance service efficiency and user experience [4]. - Customers will still have access to other authentication methods that ensure account security while offering more convenient and diverse operational processes [4]. Group 2: Industry Context and Implications - The decision reflects a broader trend in the banking industry towards more integrated and efficient security solutions, as banks increasingly rely on advanced technologies and partnerships with mobile manufacturers [6][7]. - The move may signal the beginning of an industry-wide adjustment, as banks adapt to evolving security technologies and user preferences, potentially leading to a new era of intelligent and dynamic security measures [6][7]. Group 3: Technological Evolution - The shift from traditional USB security devices to mobile security solutions illustrates the ongoing evolution of security authentication methods, with banks now utilizing a variety of digital and biometric verification techniques [6][7]. - The regulatory environment is also evolving, with new guidelines aimed at enhancing digital financial services and risk management in the banking sector [8].

Market Overview - The A-share market experienced a slight decline with a trading volume above 2.8 trillion yuan, while 3,731 stocks closed in the green, led by military, aerospace, and satellite sectors [1][4] - The market sentiment has turned cautious after consecutive gains, with a decrease in the willingness to chase high prices, but profit-taking has not triggered panic, maintaining a balance between bulls and bears [3][4] Sector Performance - The defense and military sector surged by over 4%, leading the market, with 12 stocks hitting the daily limit up [7][13] - Other sectors such as media, construction decoration, real estate, and building materials also saw gains exceeding 1% [7] - The commercial aerospace sector continued to show strong performance, with many stocks experiencing significant increases [5][13] Trading Dynamics - The margin trading balance rose to 2.6 trillion yuan, indicating sustained interest in leveraged investments [1][4] - The trading volume decreased by 552 billion yuan compared to the previous day, reaching 2.83 trillion yuan [4] - The market remains active despite profit-taking pressures, with a notable number of stocks still performing well [3][4] Notable Stocks - Key stocks in the defense sector included Aerospace South Lake and Hailanxin, both hitting the daily limit up of 20% [8][13] - Other notable performers included Tianrun Technology and Qian Zhao Lighting, which also saw significant price increases [13] - The AI chip sector showed positive momentum, while sectors like brokerage, CPO, and rare metals experienced corrections [5][11] Summary of Key Indices - The Shanghai Composite Index fell by 0.07% to 4,082.98 points, while the ChiNext Index dropped by 0.82% to 3,302.31 points [4] - The CSI 300 and SSE 50 indices both declined by nearly 1% [4]

海底捞再次遭遇"火锅被污染"的风波。 对此，《国际金融报》记者从海底捞处获悉，该事件发生在2025年12月31日海底捞徐州云龙万达广场店，涉事幼童年仅两岁。发现情况后，门店已经及时 对锅具进行废弃处理并报警，属地警方已依法对当日在场监护人作出相应处理。 值得注意的是，该事件曝光当日，此前备受关注的海底捞"小便事件"当事人及监护人已登报致歉。据悉，在"小便事件"中，两名17岁未成年人在海底捞门 店向火锅内小便并传播视频，最终被法院判令公开道歉，并赔偿海底捞经济损失220万元。 左宇/摄 （文章来源：国际金融报） 1月8日，一则网络视频不断发酵，引发热议。 视频中，一名幼童将手中的纸尿裤扔到火锅中。网友透露，该火锅店为一家海底捞门店。 ...

Group 1 - Nestlé has initiated a global recall of infant formula products in 31 countries due to quality issues with a supplier's ARA oil ingredient, which may contain a harmful toxin [2][3] - In China, Nestlé announced a preventive recall of 71 batches of infant formula, including products from brands such as "Nestlé BEBA Supreme" and "Wyeth" [2][3] - The affected brands include four in total: Lait D'or, Platinum Enfamil, Comfort Enfamil, and Wyeth [2] Group 2 - The Chinese government, through the State Administration for Market Regulation, is closely monitoring the situation and has urged Nestlé China to fulfill its corporate responsibilities regarding the recall [3][4] - Other companies in the industry, such as DSM and Runke Bio, have publicly distanced themselves from the issue, asserting that they do not supply the problematic ARA ingredient [5][6] - Domestic dairy companies like Danone, Junlebao, and China Feihe have confirmed that their products do not use the implicated ARA ingredient and have maintained high safety standards [8][9][10] Group 3 - Nestlé's global sales for the first nine months of 2025 reached 65.869 billion Swiss francs, reflecting a 1.9% decline year-on-year, with an organic growth rate of 3.3% after excluding currency effects [10] - The Greater China region, now integrated into the Asia, Oceania, and Africa region, reported a significant decline in organic growth rate of -6.1% for the same period [10]