涨停表现 凤凰网财经讯 1月29日，三大指数涨跌不一，沪指窄幅震荡，上证50指数涨超1%，创业板指冲高回落，科创50指数跌超3%。 沪深两市成交额3.23万亿，较上一个交易日放量2646亿。盘面上，市场热点快速轮动，全市场超3500只个股下跌。 截至收盘，沪指涨0.16%，深成指跌0.3%，创业板指跌0.57%。 从板块来看，白酒板块午后爆发，泸州老窖、水井坊、舍得酒业、皇台酒业、酒鬼酒涨停。有色金属板块反复活跃，金属铜、贵金属领涨，西部黄金7天4 板，中国黄金5连板，北方铜业2连板创历史新高。油气股延续强势，洲际油气7天5板，准油股份2连板，中曼石油4天3板。房地产板块震荡反弹，大悦城、 三湘印象、我爱我家涨停。 下跌方面，芯片产业链下挫，美埃科技、京仪装备跌超9%。 封板率 69.00% 封板 82 触及 36 昨涨停今表现 3.31% 高开率 75% 获利率 ...

凤凰网财经讯 1月29日，贵州茅台涨幅扩大至8.40%，现报1434.90元，成交额达217.75亿元。 机构观点 西部证券曹柳龙指出：当前公募基金持仓白酒已经低于第二轮（2009年）和第四轮（2019年）白酒周期启动时的仓位，筹码进一步出清，新一轮周期启动 的筹码条件已基本满足。 华夏基金数量投资部分析称，自2021年初以来，食品饮料板块已经连续调整近五年，行业悲观预期或已充分释放。复盘历史数据，连跌3~4年的板块往往 有反转。像2025年涨幅领先的有色金属、化工、电力设备、医药生物等，此前都曾经连续调整超3年。 消息面上，飞天茅台价格出现了一轮持续上涨，据业内人士透露，目前茅台市场需求并未出现激增的情况，但临近年末部分烟酒店提前备货和茅台采取的 控量策略，或是推动价格上涨的主要原因。 第三方报价平台显示，1月29日，2026年原箱茅台价格单瓶价格上涨20元为1610元/瓶，回升到1600元以上，散瓶的价格保持在1570元/瓶，前几日茅台的 批价还稳定在1550元/瓶左右。 记者在"i茅台"平台看到，1499元的普茅连续第29天在多次秒空后显示售罄。在北京多个即时零售平台显示，普茅的零售价也回升到1570元 ...

时任江苏金租副总经理朱强因组后管理不到位、租赁物价值评估不审慎、资产分类不审慎被罚款10万元 并受到警告。时任江苏金租大健康事业部总经理黄会、王仲惠因租后回租业务租前调查不尽职分别被罚 款6万元、8万元并分别受到警告。 国家金融监督管理总局江苏监管局 行政处罚信息公开表 | 序 름 | 当事人名 称 | 行政处罚决定 书文号 | 主要违法违规行为 | 行政处罚 内容 | 作出决定 机关 | | --- | --- | --- | --- | --- | --- | | | 租赁股份 | 苏金罚决字 〔2026〕 2号 | 售后回租业务租前调 | 司款165 万元 | 江苏金融 监管局 | | | 江苏金融 | | 查不尽职、租后管理 | | | | 1 | | | 不到位、租赁物价值 | | | | | 有限公司 | | 评估不审慎、资产分 | | | | | | | 类不审慎 | | | | 2 | 朱强(江 苏金融租 赁股份有 | | 租后管理不到位、租 赁物价值评估不审 | 警告并罚 款10万 | 江苏金融 | | | | 苏金罚决字 | | | | | | | (2026) 3号 | | | 监管局 ...

Group 1: Special Fiber Industry - The special fiber sector is expected to see significant growth in 2026, driven by increasing demand for high-performance PCBs due to rapid growth in computing power requirements [1] - The slow production ramp-up of industry leader Nitto Denko creates opportunities for domestic companies to provide sample certifications to downstream clients [1] - The current supply-demand imbalance in the industry is unlikely to change in the short term due to technical barriers, leading to a positive outlook for the special fiber market [1] Group 2: Federal Reserve and Economic Outlook - The Federal Reserve is expected to lower interest rates twice in 2026, with the first cut potentially delayed until the second quarter [2] - The Fed's recent meeting maintained interest rates, aligning with market expectations, while highlighting that the unemployment rate has stabilized [2] - Structural issues such as income distribution imbalance and affordability pressures on households are identified as core economic problems that monetary policy alone cannot resolve [2] Group 3: Optical Fiber Demand - The demand for optical fibers is projected to grow rapidly due to AI and other technologies, with significant increases expected in global optical module demand by 2026 [3] - Anticipated "Scale up" demand for optical fibers is expected to emerge around 2027, potentially being 2-3 times the current enterprise network business volume [3] - "Scale Across" demand is also expected to contribute to substantial growth in optical fiber requirements [3]

Core Insights - In 2025, Shandong Province's industrial economy is expected to focus on the transformation and upgrading of traditional industries, achieving a stable and rapid growth in industrial production with an industrial added value growth of 7.6% compared to the previous year [1] Group 1: Industrial Growth - The industrial production in Shandong is characterized by a differentiated collaborative growth among the three major sectors: mining industry increased by 4.5%, manufacturing industry by 8.7%, and the production and supply of electricity, heat, gas, and water by 0.9% [1] - A total of 36 out of 41 industrial categories achieved positive growth, resulting in a growth coverage of 87.8%, indicating a broad recovery and improvement in the quality of the industrial economy [1] Group 2: Momentum Transformation - The equipment manufacturing industry is identified as a key driver of industrial growth, with an added value growth of 11.4%, surpassing the overall industrial growth by 3.8 percentage points [2] - Significant production increases were noted in high-end equipment products, with electric vehicles, lithium-ion batteries for vehicles, and industrial robots growing by 50.3%, 48.8%, and 26.6% respectively, showcasing advancements in high-end and green manufacturing [2] Group 3: Sales and Production Conditions - The industrial sales rate reached 95.7%, reflecting an improvement in the connection between production and sales, with notable performance in sectors such as non-ferrous metal smelting, automotive manufacturing, and textile and apparel, all exceeding the provincial average [2]

据德州市交通运输局1月28日消息，为推动公路基础设施数字化转型升级，加快智慧公路建设探索与实 践，近日，德州市公路事业发展中心大胆创新先行先试，在S516线建成全省首条普通国省道数智公路 综合试验段。通过集成应用雾天引导、自动化融冰除雪、护栏卫士等八大智能系统，构建起"感知—分 析—决策—执行"的完整闭环，实现从传统管养向智慧管养的转变，公路养护效率、应急响应速度及出 行安全保障能力得到极大提升。 当发生车辆碰撞时，护栏卫士及时闪灯告警，提醒后方车辆注意避让，防止二次事故；同时后台实时告 警，精准传输事故位置，通知相关部门第一时间赶赴现场处理。试验段共安装35台碰撞报警器，主要分 布在路口和转弯中心护栏等易发生事故的位置，实现重点区域全覆盖，有效解决了以往依靠人工巡查、 发现滞后、证据灭失导致路产损失追缴困难的问题。自运行以来，路赔事案同比下降20%，弯道事故率 较上半年平均降低30%。 智能巡检+AI监控，构建全天候监测体系 S516数智公路试验段全长5公里，选址涵盖桥梁、急弯、学校、平交道口等多种道路情形的复杂路段。 该路段易发生团雾天气，护栏损坏、交通事故相对较多，具有典型性和代表性。以第二代轻量化智能 ...

Core Insights - Jinan is emerging as a "core growth pole" for the laser industry in North China, with an industry output value of approximately 20 billion yuan and 98 enterprises above designated size, including 30 core companies [1] - The national laser industry landscape is characterized by five major industrial belts, with Jinan's unique positioning filling the gap in high-end laser equipment manufacturing and international cooperation in Northern China [1][2] Industry Development - Jinan leads globally in high-power laser processing equipment, with a significant export scale of kilowatt-level fiber laser cutting equipment [2] - The city has established a complete industrial chain covering laser materials, components, laser devices, equipment manufacturing, and application services, holding over 60% of the northern market share in equipment manufacturing [2] Strategic Directions - Jinan aims to become a "northern laser innovation source" by integrating government, industry, academia, research, finance, and services to enhance the localization rate of core components in fiber lasers [2] - The city plans to build a "national laser industry gathering highland" by attracting upstream and downstream supporting enterprises, forming a cluster of leading and specialized small and medium enterprises [3] International Cooperation - Jinan seeks to establish itself as a "laser international cooperation hub" by leveraging its advantages in laser equipment exports and providing localized services for overseas products [3] - The city will host annual laser industry conferences to connect with international laser companies, promoting deeper integration into the global supply chain [3] Application Integration - Jinan will promote the integration of laser technology with local industries such as automotive manufacturing, aerospace information, and biomedicine, creating replicable models for national laser technology industrialization [3]

下一步，山东省将继续沿着科技兴农、绿色兴农、质量兴农、品牌强农的发展路径，精耕"土特产"文 章，持续壮大名特优新农产品阵营，不断提升山东优质农产品的知名度、美誉度与市场竞争力，为全面 推进农业强省建设、谱写乡村振兴齐鲁新篇章注入强劲动力。 据了解，山东省2025年深化改革并成功构建省、市、县三级联动的名特优新农产品认定管理机制，形成 省级统筹指导、市级推进落实、县级协调服务的工作格局，全面提升全省名特优新农产品管理服务水 平。加强对重点产品现场核查与指导服务，对6个畜牧类名特优新农产品开展营养品质稳定性跟踪监测 评价，品质指标达标率保持100％。同时，组织实施全省名特优新农产品资源普查，制定专项工作方 案，系统梳理收录260余个区域特色农产品信息，全面摸清优质特色农产品资源家底，为规模提升、结 构优化与精准培育提供了科学支撑。同时，山东持续擦亮"鲁字号"金名片，组织173家企业、133个产品 参加2025年全国名特优新农产品产销对接活动，山东展区荣获"最佳组织奖"，品牌影响力持续提升。 据山东省农业农村厅1月28日消息，2025年，山东省将培育名特优新农产品作为提升农业质量效益和竞 争力的重要抓手，坚持数量与 ...

1月28日晚上，省十四届人大四次会议主席团在山东大厦举行第二次会议。 省十四届人大四次会议主席团 举行第二次会议 会议听取了会议秘书处关于代表审议省十四届人大四次会议选举办法草案和关于通过补充省十四届人大 有关专门委员会组成人员办法草案情况的汇报，决定将两个办法草案提请全体会议表决；决定了提交代 表审议的关于接受有关人员辞职请求的决定草案；听取了中共山东省委关于补选省十四届人大常委会副 主任、委员和省监察委员会主任候选人的推荐书，决定将该推荐书以主席团的名义印发全体代表，将这 次会议提名的候选人名单印发全体代表酝酿、讨论。 (大众新闻记者刘一颖) 大会主席团常务主席林武、杨东奇、周立伟、徐海荣、孙立成、白玉刚、江成、王随莲、王良、范华 平、王艺华、赵豪志、宋军继、张斌和主席团成员出席，徐海荣主持会议。 ...

(济南日报.爱济南) 根据文件内容，海尔卡萨帝厨电将在协会监督指导下，通过云闪付APP等支付平台发放消费券，参与山 东省家电产品相关以旧换新活动，同时遵守活动规则、协调企业资源，保障试点活动顺利开展。从试点 活动安排来看，本次补贴精准聚焦厨房场景，覆盖抽油烟机、燃气灶、洗碗机、蒸烤一体机等八大类主 流厨电产品。消费者在购买上述品类的海尔卡萨帝厨电产品时，可直接享受成交价15%的专项补贴，补 贴资金以消费券形式发放，操作便捷，能切实降低消费者换新厨电的经济成本。 "整个试点活动将在协会全程监督下规范开展。"山东省家用电器行业协会相关负责人表示，此次"行业 补贴"专项试点，不仅致力于有效激发家电消费市场潜力，还将推动绿色智能家电在全省的普及，更好 地满足人民群众对高品质生活的需求。山东此次启动家电"行业补贴"试点，标志着该省在家电消费促进 领域探索新路径，有望为家电行业转型升级与消费市场回暖注入新动力。 近日，山东省家用电器行业协会正式印发《鲁家电函字〔2026〕1号》文件，在全省范围内启动家电"行 业补贴"专项试点工作，海尔卡萨帝厨电成为该试点活动的推荐参与企业，为全省消费者更新厨房电器 带来实惠。 据了解，山 ...