责任编辑：钟离 股票频道更多独家策划、专家专栏，免费查阅>> 天力锂能公告称，为确保磷酸铁锂生产线高效、稳定、安全运行，保障安全生产顺利开展，自2026年1 月14日至2月28日，全资子公司四川天力将对产线按照预定计划进行停产检修。本次产线检修系为保障 磷酸铁锂生产线的持续稳定运转，本次检修预计减少公司磷酸铁锂产量1500吨至2000吨，预计对公司生 产经营不会产生重大影响。 ...

Group 1 - Bernstein has raised the target stock price for Mercedes-Benz from €60 to €66 [1]

国际原油价格拉升，WTI原油涨1.23%，报61.68美元/桶；布伦特原油涨1.27%，报66.30美元/桶。二者 均创10月下旬以来新高。 ...

Group 1 - The core point of the article is that Wancheng Group's subsidiary, Nanjing Wancheng, plans to acquire 100% equity of Nanjing Zhongcheng from Haozailai for 54.0159 million yuan to enhance its intellectual property layout in the "New Retail" sector [1] - The transaction is classified as a related party transaction since the actual controller of Haozailai, Peng Dejian, holds over 5% of shares and is a concerted actor of the controlling shareholder [1] - This acquisition does not exceed 5% of the latest audited net assets, thus it does not require shareholder meeting approval and is not considered a major asset restructuring [1]

财政部、海关总署、税务总局联合印发《关于河套深港科技创新合作区深圳园区货物进出口有关税收政 策的通知》，自2026年2月10日起实施。政策明确，河套深港科技创新合作区深圳园区实施特定封闭管 理的海关监管区域（以下称海关监管区域）与香港之间为"一线"，海关监管区域与中华人民共和国关境 内的其他地区之间为"二线"。一是登记注册在海关监管区域内并具有独立法人资格的企业、海关监管区 域内从事科研工作的事业单位、登记在海关监管区域内的科技类民办非企业单位（以下称享惠主体） 经"一线"进口自用的科研货物，免征进口税收（包括进口关税、进口环节增值税和消费税）。二是免税 科研货物及其研发成品在海关监管区域内流通时补缴进口税收，因企业依法破产，事业单位、民办非企 业单位注销等原因，转让给享惠主体的，允许免于补缴进口税收。三是免税科研货物及其研发成品 经"二线"进入内地时，补缴进口税收。 ...

腾讯控股(00700.HK)于1月14日斥资6.36亿港元回购100万股。 本文源自：金融界AI电报 ...

印孚瑟斯第三季度净利润为665.4亿卢比，市场预期为739.3亿卢比。预计本财年收入增长3%至3.5%，此 前预期为增长2%至3%，市场预测增长3.13%。 本文源自：金融界AI电报 ...

Group 1 - The core viewpoint of the article highlights a significant increase in rare earth product prices, with specific products like praseodymium-neodymium oxide and metal experiencing notable price hikes [1] - Praseodymium-neodymium oxide average price rose to 671,900 CNY/ton, an increase of 29,200 CNY/ton, while metal praseodymium-neodymium reached 816,000 CNY/ton, up by 36,000 CNY/ton [1] - The price of dysprosium oxide increased to 1,441,500 CNY/ton, up by 18,000 CNY/ton, and terbium oxide reached 6,242,500 CNY/ton, rising by 27,500 CNY/ton [1] Group 2 - The rapid price increase of praseodymium-neodymium oxide, which surged from 630,000 CNY/ton to 671,900 CNY/ton within two trading days, reflects a 6.65% rise [1] - Factors contributing to the price surge include limited supply from major waste processing companies and increased purchasing demand from magnetic material enterprises [1] - The overall rare earth market is showing strong performance, with a need to monitor the purchasing pace and acceptance levels of downstream magnetic material companies [1] Group 3 - A-share market performance of rare earth permanent magnet concept stocks shows positive trends, with companies like Antai Technology and Xiamen Tungsten rising by 3.46% and 2.96% respectively [1] - Specific stock prices include Antai Technology at 29.27 CNY, Xiamen Tungsten at 50.48 CNY, and Galaxy Magnetic at 33.48 CNY, indicating a general upward trend in the sector [1]

Core Viewpoint - The prices of rare earth products have significantly increased, particularly for light rare earth elements, indicating a bullish trend in the market driven by supply constraints and seasonal demand [1] Price Movements - The average price of praseodymium-neodymium oxide is reported at 671,900 CNY per ton, an increase of 29,200 CNY from the previous trading day [1] - The average price of praseodymium-neodymium metal is at 816,000 CNY per ton, rising by 36,000 CNY [1] - For medium and heavy rare earths, the average price of dysprosium oxide is 1,441,500 CNY per ton, up by 18,000 CNY, while terbium oxide averages 6,242,500 CNY per ton, increasing by 27,500 CNY [1] Market Trends - The overall rare earth market has shown an upward trend this week, influenced by policy and market expectations [1] - There is a tightening sentiment among upstream holders, and the traditional stocking demand ahead of the Spring Festival is providing additional support to the market [1]

Group 1 - The core point of the article is the restructuring of China Petroleum & Chemical Corporation and China Aviation Oil Group, which aims to create an integrated and centralized aviation fuel supply system in China, potentially consolidating the previously fragmented upstream refining, midstream trading, and downstream refueling structure into a closed industrial loop [1][3]. Group 2 - Aviation fuel is one of the main cost items for airlines, with its price fluctuations directly impacting airline profitability. According to China National Airlines' 2024 annual report, aviation fuel costs account for approximately one-third of total costs, and a 5% change in average aviation fuel prices could affect fuel cost fluctuations by about 2.686 billion yuan [3]. - Airlines express a preference for predictable fuel prices over simply low prices to stabilize cost management. The current pricing mechanism for aviation fuel purchases from China Aviation Oil is based on a weighted calculation centered around "comprehensive procurement costs," with international aviation fuel prices serving as a key reference benchmark [3]. - The initiation of this restructuring has raised market interest in the potential consolidation of other supportive state-owned enterprises in the civil aviation sector, with speculation that China Civil Aviation Information Network Co., Ltd. and China Aviation Supplies Holding Company may also be included in a higher-level industrial integration framework [3].