21世纪经济报道
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特朗普:委内瑞拉将向美国移交3000万至5000万桶石油
21世纪经济报道· 2026-01-07 00:56
来源丨新华社 编辑丨曾静娇 特朗普:美国将深度介入委内瑞拉 美国闪击全球最大石油储量国,全球油市会否变天 SFC 21君荐读 目前委内瑞拉方面尚未就此作出回应。 一键追踪美国"闪击"委内瑞拉时间线: 美国总统特朗普6日称,委内瑞拉将向美国移交3000万至5000万桶"受制裁的高品质石油"。 特朗普在社交媒体上写道, 这批石油将按市场价出售,所得资金将由他"亲自监管"。 特朗普称,已要求能源部长克里斯·赖特立即执行该计划。石油将由油轮接收,并直接运往美 国卸货码头。 ...
委内瑞拉将为美国袭击牺牲者哀悼7天
21世纪经济报道· 2026-01-07 00:56
委内瑞拉临时总统德尔西·罗德里格斯6日宣布,委内瑞拉将为3日美国袭击中的牺牲者举行为 期7天的哀悼。 来源丨新华社 编辑丨曾静娇 一键追踪美国"闪击"委内瑞拉时间线: SFC ...
21社论丨推动消费绿色转型,助力高质量发展
21世纪经济报道· 2026-01-07 00:32
近日,商务部等九部门联合印发《关于实施绿色消费推进行动的通知》(下称《通知》),从 扩大绿色供给、壮大市场主体、完善回收体系等7个方面系统部署了20条具体举措,覆盖农产 品、家电家装、餐饮住宿等关键民生领域。这一系统性政策力求通过全链条、多领域的协同发 力,推动社会消费模式向绿色低碳转型,引导形成更可持续的生产生活方式,从而为经济高质 量发展注入持久的绿色动能。 一是加大绿色、名特优新农产品供应,从源头保障食品安全与生态健康,推动农业生产方 式绿色转型。 二是推广高效节能的绿色家电与家装产品,引导居民家庭消费向低碳化、品质化升级。 三是促进汽车绿色消费,通过鼓励购置新能源汽车、完善充换电基础设施、推动二手新能 源汽车流通等举措,加速交通领域的能源替代与减排。 为了满足人民对美好生活向往的需要,《通知》要求提升绿色服务消费,使其成为高质量发展 的鲜明底色。重点聚焦于与日常生活密切相关的三大领域。 传统的消费促进政策,多以补贴、打折等短期刺激为重点。而此次政策着力于绿色消费,通过 需求侧的绿色选择形成强大的市场信号,进而对供给端形成绿色牵引。当消费者普遍倾向于选 择绿色、低碳、可循环的产品时,企业为了赢得市场竞争 ...
沪指13连阳创历史,业内人士:在向更均衡的全面牛市演进
21世纪经济报道· 2026-01-07 00:32
Core Viewpoint - The A-share market has achieved significant milestones, with the Shanghai Composite Index closing at 4083.67 points, marking a ten-year high and a record 13 consecutive days of gains, indicating strong investor confidence and a potential shift towards a balanced bull market in 2026 [1][3][7]. Market Performance - On January 6, all three major A-share indices rose, with the Shanghai Composite Index up 1.50%, surpassing last year's high and achieving a new ten-year peak [3]. - The market saw a trading volume of 2.83 trillion yuan, reflecting heightened investor enthusiasm [1]. - The brain-computer interface sector experienced a surge, with nearly 20 stocks hitting the daily limit, while the commercial aerospace sector also saw significant gains [3]. Sector Analysis - Key sectors leading the market included non-ferrous metals, non-bank financials, basic chemicals, and defense industries, driven by expectations of global supply chain restructuring and strong performance in the insurance and brokerage sectors [4][6]. - The Wenke Brain-Computer Interface Index rose by 12.97%, and the Commercial Aerospace Index increased by 9.49% in the first two trading days of 2026 [3]. Fund Flow and Investment Strategies - There is a strong expectation for capital inflow into the market, particularly from insurance companies, which saw a significant increase in new premium funds available for market allocation [5][6]. - As of September 2025, insurance funds allocated to stocks and funds reached 5.59 trillion yuan, an increase of 1.49 trillion yuan since the beginning of the year [6]. - The financing balance reached a historical high of 2.54 trillion yuan on January 5, 2026, indicating robust market liquidity [6]. Future Market Outlook - Analysts predict a transition from valuation-driven growth in 2025 to profit-driven growth in 2026, with a more balanced market style emerging [7]. - The market is expected to maintain an upward trend, supported by macroeconomic recovery, with key sectors such as technology, consumer goods, and new energy likely to see rotation and valuation recovery [7][9]. Investment Recommendations - Investment firms suggest a balanced allocation strategy, focusing on growth sectors like AI, while also considering defensive assets such as non-ferrous metals and chemicals [11][12]. - Emphasis is placed on long-term investment in sectors with strong fundamentals, avoiding short-term speculative trading [11][12].
中国5家企业上榜全球出版50强,南方出版传媒首次入围
21世纪经济报道· 2026-01-07 00:32
Core Viewpoint - The 2025 Global Publishing Top 50 Report has been released, with Southern Publishing Media from Guangdong making its debut on the list, alongside four other Chinese publishing groups [1][3]. Group 1: Report Overview - The report is jointly published by Bookdao (China), dpr Digital Publishing Report (Germany), Livres Hebdo (France), and Publishers Weekly (USA) [3]. - Companies listed in the ranking reported publishing revenues exceeding €150 million (approximately $180 million), focusing solely on their core publishing business [3]. Group 2: Southern Publishing Media - Southern Publishing Media Co., Ltd. was established in 2009 and went public on the Shanghai Stock Exchange in 2016, becoming the first cultural industry stock in Guangdong Province [3]. - Guangdong's cultural industry has maintained the largest scale in China for over 20 years, with the province's cultural industry revenue surpassing ¥3 trillion in 2024, accounting for about one-sixth of the national total [3]. Group 3: Cultural Industry Development in Guangdong - Guangdong has been promoting the deep integration of culture, technology, and finance, leading to a clearer path for high-quality cultural industry development [4]. - In the first three quarters of 2025, Guangdong's commercial performances reached 35,600 events, generating revenue of ¥6.356 billion, ranking first in the country [3][4]. - The province's digital publishing, animation, music, and gaming revenue scales are among the highest in the nation, supported by continuous policy incentives [4].
美股存储概念狂飙,闪迪涨超27%,道指、标普创新高,黄金站上4500美元,白银开年以来上涨15%
21世纪经济报道· 2026-01-06 23:34
Market Performance - The three major U.S. stock indices closed higher, with the Dow Jones and S&P 500 reaching all-time closing highs [1] - The Dow Jones Industrial Average closed at 49,462.08, up 484.90 points (+0.99%), while the S&P 500 closed at 6,944.82, up 42.77 points (+0.62%) [2] - The Nasdaq China Golden Dragon Index fell by 0.78%, closing at 7,836.43 [2][6] Semiconductor Sector - Storage chip stocks surged, with SanDisk rising over 27%, reaching an intraday historical high, and a cumulative increase of 43% over the last five trading days [4] - Micron Technology increased by 10%, achieving a market capitalization exceeding $380 billion [4] - Western Digital and Seagate Technology also saw significant gains, with increases of over 16% and 14%, respectively [4] Cryptocurrency and Commodities - Gold prices reached $4,500, with a year-to-date increase of 4.21%, while silver prices rose to $82.542, up 15.32% year-to-date [7] - WTI crude oil prices fell by over 2%, indicating weakness in the oil market [7] Chinese Concept Stocks - The performance of popular Chinese concept stocks was mixed, with some stocks like Bomei and Hesai Technology rising over 10%, while others like Alibaba fell over 3% [6]
深夜特斯拉大跌3%,市值蒸发3100亿元,美股存储芯片爆发,闪迪飙升22%,中概股拉升,白银狂飙近5%
21世纪经济报道· 2026-01-06 15:37
Market Overview - As of January 6, US stock indices showed mixed performance at the opening, with the Dow Jones Industrial Average rising by 0.21%, the S&P 500 increasing by 0.36%, and the Nasdaq Composite up by 0.46% [1] - The current prices for major indices are: Dow Jones at 49077.93, Nasdaq at 23503.69, and S&P 500 at 6926.92 [2] Technology Sector - The technology sector saw varied performance among major companies, with Nvidia rising nearly 3% and Amazon increasing over 2%, while Apple and Tesla both dropped over 3% [2] - Tesla's market value decreased by approximately 310 billion yuan following the announcement of new vehicle purchase plans, including a down payment starting at 79,900 yuan for Model 3/Y [2] Semiconductor Stocks - Semiconductor stocks experienced significant gains, with SanDisk rising by 22.79% to reach a new all-time high, Micron Technology increasing by 7% to $334 per share, and Microchip Technology up over 8% [3] - Other notable performers included Texas Instruments and Lam Research, which rose by 5.97% and 5.79%, respectively [3] Commodity Market - In the commodities market, spot silver surpassed $80 per ounce, increasing by over 4.9%, while spot gold rose by 0.87% to $4487.678 per ounce [4][5] - The year-to-date performance for gold and silver shows increases of 3.92% and 12.18%, respectively [5] Cryptocurrency Market - The cryptocurrency market saw a collective rise, with Bitcoin reaching $94125.8, up by 1.56%, and Ethereum increasing to $3292.9, up by 4.55% [6][7] - Over the past 24 hours, more than 120,000 individuals experienced liquidation in the crypto market [6] Economic Indicators - Richmond Fed President Barkin emphasized the need for a "fine-tuning" strategy in future interest rate decisions, highlighting the importance of data-driven policies amid dual risks of unemployment and inflation [8] - Analysts noted that the US dollar is experiencing volatility due to geopolitical tensions and disappointing ISM manufacturing data, which may lead to expectations of further interest rate cuts by the Federal Reserve if employment data continues to weaken [8]
欧洲多国发布联合声明
21世纪经济报道· 2026-01-06 14:24
当地时间1月6日,法国总统马克龙、德国总理默茨、意大利总理梅洛尼、波兰总理图斯克、西 班牙首相桑切斯、英国首相斯塔默以及丹麦首相弗雷泽里克森就格陵兰岛发表联合声明。 美国驻格陵兰特使6日表示,美国总统特朗普支持格陵兰岛独立。 来源丨央视新闻 编辑丨江佩佩 张嘉钰 投入近千万元的门店被强制关闭,商场:拖欠提成租金,已构成根本性违约!多方回应 MiniMax获千倍认购,月之暗面也有新消息 两只大牛股,明起停牌核查 21君荐读 SFC 2 悦 读 · 智能 权 威 . r7 o 扫码点击下载 △格陵兰岛(资料图) 声明称,北极安全仍然是欧洲的一项关键优先事项,对国际安全和跨大西洋安全至关重要。北 约已明确表示北极地区是其重点关切领域,欧洲盟国正在加大投入。北约与许多其他盟国一 道,已增加在北极地区的存在、活动和投资,以维护北极地区的安全并威慑对手。丹麦王国包 括格陵兰岛,是北约的一部分。 声明称,北极地区的安全必须在北约框架下、同包括美国在内的盟友共同实现,并以维护《联 合国宪章》的原则为基础,包括主权、领土完整和边界不可侵犯。格陵兰岛属于格陵兰人民。 有关丹麦与格陵兰岛的事务,只能由丹麦和格陵兰岛自行决定。 ...
A股再增万亿龙头,市值冲至全球矿业第二
21世纪经济报道· 2026-01-06 14:24
记者丨 董鹏 编辑丨朱益民 10024亿元,A股再增万亿市值龙头。 1月6日早盘,紫金矿业涨幅达到6.5%,总市值首破1万亿元。A股市值排名升至13位的同时, 也超越了力拓(1月5日美股收盘市值9499.2亿元左右),成为全球市值第二大的矿业公司。截 至收盘紫金矿业仍涨超6%。 万亿矿业巨头,去年 股价 涨幅1 3 3% 在此之前,紫金矿业2025年股价已经取得了133%的上涨,这是公司自2008年上市以来涨幅最 大的一年。 而以上二级市场的突出表现,又受到来自行业、企业等多方面的利好驱动。 首先,紫金矿业的铜、金两大主营矿种连续三年上涨 ,尤其是伦敦金以64.56%的涨幅成为 2025年表现最好的大宗商品之一,带动全球黄金行业上市公司股价大涨。 Wind数据显示,截至2025年末,市值超过1000亿元的有色行业上市公司涨幅中位数在88%左 右,同期全球前十大的黄金企业涨幅中位数则达到172.82%,领跑有色行业大盘。 其次,是紫金矿业一直强调的"成长性"。 2023年以来,公司矿产金迅速放量,由67.7吨增加 至2025年的90吨,产量增速明显高于铜产品,并在2025年成为公司利润第一大来源。 量、价双重驱 ...
5分钟充满电!全球首款可量产全固态电池来了
21世纪经济报道· 2026-01-06 14:24
Core Viewpoint - The solid-state battery sector is experiencing significant growth, driven by innovations such as Donut Lab's announcement of the world's first mass-producible solid-state battery, which boasts a high energy density of 400Wh/kg and rapid charging capabilities [1][2]. Group 1: Industry Developments - Donut Lab's solid-state battery can be fully charged in just 5 minutes and supports complete discharge without safety concerns, unlike traditional lithium-ion batteries [1]. - The battery maintains over 99% capacity in extreme temperatures, both at -30°C and above 100°C, demonstrating superior safety and reliability [1]. - The solid-state battery technology is recognized as a disruptive innovation in the industry, with a consensus on the need to reduce liquid electrolyte content and increase solid electrolyte usage [3]. Group 2: Market Impact - Verge Motorcycles will be the first to utilize Donut Lab's solid-state battery, allowing for a 10-minute charge that provides up to 60 kilometers of range per minute of charging, with a long-range version capable of 600 kilometers on a single charge [2]. - Donut Lab is collaborating with WATTEV to create a lightweight modular electric vehicle platform, integrating their battery technology [2]. - Traditional lithium-ion batteries are nearing their theoretical energy density limit of 300Wh/kg, which poses challenges for applications requiring higher energy density and safety [2]. Group 3: Key Players in Solid-State Battery Development - Major companies in the solid-state battery space include CATL, BYD, and others, with various technological approaches and timelines for mass production [4][5]. - CATL aims for small-scale production of solid-state batteries by 2027, while BYD plans to start demonstration applications around the same time [4]. - Other companies like SAIC and Chery are also making strides in solid-state battery technology, with specific targets for production and energy density improvements by 2026 and 2027 [5].