1月27日，外交部发言人郭嘉昆主持例行记者会。有报道说，日本首相高市早苗称，如果台海 发生危机，美日可能采取联合行动撤离美日公民，在这样的情况下，日本不可能抛弃它的盟 友。中方对此有何评论？ 我们再次敦促日方恪守中日四个政治文件精神和所作政治承诺，切实反思纠错，停止在台湾问 题上的操弄和妄动。 来源丨央视新闻 编辑｜金珊 见习编辑林芊蔚 SFC 郭嘉昆表示，日方声称要在法律范围内行动，却一再粗暴干涉中国内政，甚至对中国发出武力 威胁，这完全是自相矛盾。日本曾对台湾殖民统治长达半个世纪，犯下罄竹难书的罪行，对中 国人民负有严重历史罪责。无论在历史上、法律上，日方都没有任何资格对中国台湾置喙。日 方有关言论再次暴露日本右翼势力挑动对立、制造事端，借机推进"再军事化"，挑战战后国际 秩序的野心。这已经对地区和平稳定和中日关系政治基础构成严重威胁，国际社会必须高度警 惕、坚决抵制。 ...

Market Overview - The market showed signs of recovery with all three major indices closing in the green, with the ChiNext Index rising over 1% at one point. The Shanghai Composite Index increased by 0.18%, the Shenzhen Component Index by 0.09%, and the ChiNext Index by 0.71% [1][2]. - The total trading volume in the Shanghai and Shenzhen markets was 2.92 trillion yuan, a decrease of 359.2 billion yuan compared to the previous trading day. Over 3,400 stocks in the market experienced declines [1][2]. Sector Performance - The semiconductor industry chain continued to rise, with notable performances from companies like Huada Technology and Huahong Semiconductor, which saw increases of over 7.7% and reached a market capitalization exceeding 200 billion yuan [3][5]. - The precious metals sector remained strong, with China Gold achieving three consecutive trading limit increases and Hunan Gold achieving two [1][2]. - The battery sector faced significant declines, with companies like Tianji Co. and Huasheng Lithium falling over 6% [3]. Notable Stocks - Dongxin Co. and Shengke Communication both saw their stock prices rise by 20%, while other companies like Mingwei Electronics and Pusong Co. also experienced significant gains [4]. - The space photovoltaic concept stocks showed a rebound, with companies like Laplace and Zhonglai Co. rising over 18% and 13%, respectively. The market was buoyed by Elon Musk's announcement regarding future satellite deployments [5][6]. Investment Trends - Analysts noted that the surge in stock prices of South Korean memory chip giant SK Hynix, which rose nearly 8%, contributed to the strength of related A-share concept stocks [5]. - Samsung Electronics announced a price increase of over 100% for NAND flash memory supply in Q1, exceeding market expectations, while Micron Technology plans to invest an additional $24 billion in Singapore over the next decade to expand capacity [5].

应国务院总理李强邀请，英国首相斯塔默将于1月28日至31日对中国进行正式访问。 外交部发言人宣布： 来源丨央视新闻 编辑丨金珊 SFC ...

值得关注的是，伴随行情持续升温，相关金融产品也频频采取风控措施。 1月27日，内地市场唯一主投白银的基金——国投瑞银白银期货 （LOF）发布公告，宣布旗下A类与C类基金自1月28日起暂停申购及定投业务 ，理由是为保护基金份额持有人利益。这已是该基金自2025年 12月下旬以来，因市场波动多次采取限购或停牌措施后的又一次动作。 记者丨郭聪聪 编辑丨肖嘉 视频丨王学权 2026开年以来，白银市场迎来史诗级行情。 21世纪经济报道记者注意到，在不到一个月的时间里， 伦敦现货白银与COMEX白银期货年内累计涨幅均已超过50%。若将时间拉长至2025 年起算，两者当年累计涨幅更是双双突破110%，表现显著超越同期国际金价 。 与此同时，白银价格的波动也日趋剧烈。 1月27日，现货白银上演极致"过山车"行情，日内一度暴涨14%并创下历史新高，随后又快速回落转 跌， 亚市开盘后，现货白银再度涨超5%，剧烈震荡引发市场高度关注。 截至27日14:14，现货白银最新涨幅为5.65%，报价109.739美元/盎司。 记者观察到，当前，由白银领涨的这轮贵金属行情正深刻搅动全球市场： 金银比跌破50，创下近14年新低；下游白银经销商 ...

作者 丨彭新 编辑丨骆一帆 视频｜陈泽锴 据新华社， 1月27日，中国科学院大学星际航行学院揭牌仪式在中国科学院与"两弹一星"纪念 馆举行，标志该学院正式成立。 星际航行学院官网显示，中国科学院大学星际航行学院前身为航空宇航学院，由中国科学院工 程热物理研究所牵头，联合空间应用工程与技术中心、微小卫星创新研究院、国家空间科学中 心、空天信息创新研究院等单位共同组建。 中国科学院战略高技术研究局局长朱俊强院士任星际航行学院院长。公开资料显示，朱俊强， 1964年生，河南周口项城人，西北工业大学博士，研究员，博士生导师，长期从事航空发动机 气动热力学方面的教学及科研工作。2023年，他当选中国科学院院士。 （图源：人民日报） 记者注意到，在星际航行学院发布于1月14日的一则通知公告中， 星际航行学院正在招聘海外 人才，并披露了一系列引才政策，涵盖巨额科研经费支持到全方位的安居教育保障等。 在科 研经费支持方面，学院背靠强大平台，力度空前。 据悉，科研经费将直接由中国科学院匹配，对于从基础研究到关键技术攻关的项目，院方均给 予优先资助。 单个项目经费规模可达1000万元至1亿元。 在此基础上，中国科学院大学还将 同 ...

Group 1 - The core viewpoint of the article is that artificial intelligence (AI) is a highly debated and transformative technology that is reshaping investment decisions and industry dynamics, with significant capital inflows and varying opinions on its long-term impact on productivity and economic growth [1][3]. - The current AI wave is compared to historical technological revolutions, suggesting that while there is a real technological foundation, many investments may not succeed, leading to a "shakeout" period where only a few projects will achieve substantial success [4][3]. - The article discusses the potential for new companies to challenge established giants in the AI space, highlighting the flexibility of the U.S. financial system that allows emerging firms like OpenAI to compete effectively [3][4]. Group 2 - The importance of adaptability and creativity in education is emphasized, as the rapid changes in the economic environment necessitate a workforce that can learn and think independently, rather than relying solely on AI [8][9]. - The article identifies key conditions for successful innovation-driven growth in emerging economies, including a focus on creativity in education, a flexible financial system willing to invest in risk, and strong competition policies to support smaller, innovative firms [9][10]. - The outlook for global economic growth and productivity is generally optimistic, driven by the potential of AI and advancements in clean energy, despite concerns about job displacement [11].

Core Viewpoint - The article discusses the significant advancements in waste management in China, particularly focusing on the large-scale garbage relocation and treatment project at the Yulong landfill in Shenzhen, which is the largest of its kind in the country. The project aims to address historical waste issues through innovative technologies and has implications for the broader waste-to-energy industry in China [1][19]. Group 1: Project Overview - The Yulong landfill, established in 1983 and closed in 2005, contained approximately 2.5 million cubic meters of waste, equivalent to filling 1,000 Olympic-sized swimming pools. The full excavation and relocation project commenced in 2024 and is expected to be completed by September 2026 [1]. - The height of the garbage mound, which reached 110 meters, has been completely leveled, and the site is now covered with large dust-proof fabric. Nearby, a waste sorting workshop with six giant conveyor belts is operational, ensuring that residents do not see or smell the waste [3]. Group 2: Waste Management Technology - Traditional landfill methods have led to significant land use and secondary pollution issues, prompting a shift towards waste incineration as a mainstream waste management solution in urban areas. This shift has alleviated the "garbage siege" problem that plagued many cities in the 1990s [5]. - China has made substantial progress in waste-to-energy technology, transitioning from a follower to a leader in the field. The country has developed a complete industrial chain for waste incineration, including waste collection, equipment manufacturing, and project operation [6][8]. Group 3: Market Dynamics - The market for waste incineration power generation in China is projected to reach approximately 73 billion yuan in 2024, a decrease from nearly 100 billion yuan in 2020 due to the reduction in available waste for incineration [9]. - Major players in the waste management sector include Everbright Environment, which holds over 15% market share, followed by companies like Sanfeng Environment and Huanlan Environment. The industry is characterized by a competitive landscape with a few leading firms [5][15]. Group 4: Regulatory and Operational Framework - The Chinese government has prioritized waste incineration as a key direction for solid waste management since the "11th Five-Year Plan." The strategic importance of waste-to-energy has increased with the introduction of the "dual carbon" goals and the concept of "waste-free cities" [8]. - The most common business model for waste incineration projects is the BOT (Build-Operate-Transfer) model, where companies are granted long-term operating rights to manage waste treatment facilities [16][18]. Group 5: Challenges and Innovations - Some regions are experiencing a "not enough waste to burn" phenomenon, particularly in newly constructed incineration plants in county-level areas, where the actual waste generation is lower than anticipated [15]. - Companies are exploring new waste sources, such as industrial solid waste and sludge, and are investing in technology innovations to enhance operational efficiency and project quality [18].

Core Viewpoint - The article discusses the transformation of China's cross-border e-commerce platforms, referred to as the "Four Little Dragons," from a price-driven model to a focus on branding, localization, and quality enhancement in response to global trade challenges and regulatory scrutiny [1][4]. Group 1: Market Dynamics - The "Four Little Dragons" (AliExpress, Temu, TikTok Shop, SHEIN) initially gained market share through cost advantages, leveraging China's industrial scale and efficient supply chains [3]. - The platforms are now facing significant challenges due to rising global trade protectionism and changes in trade policies, particularly in the U.S., which has affected their low-price positioning [4][5]. - The cancellation of the "de minimis" exemption for packages valued under $800 in the U.S. has led to a decline in daily active users for SHEIN and Temu, with decreases of 25% and 52% respectively [5]. Group 2: Strategic Shifts - Platforms are shifting towards brand building and high-quality growth, with AliExpress launching a "Super Brand Going Global" initiative to compete with Amazon [7]. - Temu is also undergoing a significant operational upgrade to enhance brand value and quality, moving away from being merely a low-cost product aggregator [8]. - The focus on European markets is increasing, with AliExpress reporting a 57% year-on-year increase in orders in Europe, while Temu and SHEIN are also expanding their presence in this region [8]. Group 3: Compliance Challenges - The platforms are encountering heightened compliance challenges due to stricter international regulations, which now encompass data security, product safety, and environmental standards [9][10]. - Temu is under investigation by the EU for compliance issues, reflecting the broader scrutiny faced by Chinese cross-border e-commerce platforms [10]. - Compliance capabilities are becoming a core competitive advantage, as platforms must adapt to sustainable and profitable operational models while building trust with local regulators [11].

Core Viewpoint - The article highlights the evolution of "Guangdong goods" (广货) as a reflection of China's modernization and reform process, showcasing its transformation from traditional manufacturing to intelligent manufacturing and standard output, driven by innovation and strategic investments in emerging industries [1][4]. Group 1: Historical Context and Development - In 1978, Guangdong began its journey in processing and manufacturing, marking the start of "Guangdong goods" as a significant player in the national market [1]. - The "Three Comes and One Supplement" trade model in the 1980s allowed Guangdong to leverage foreign investment and technology, laying a solid foundation for brands like Diamond Fan and Wanbao Refrigerator to expand globally [1][2]. - China's accession to the WTO in 2001 marked a turning point, enabling Guangdong to capitalize on globalization and significantly boost the development of "Guangdong goods" [2]. Group 2: Transition to Intelligent Manufacturing - The evolution of "Guangdong goods" represents a shift from labor-intensive manufacturing to a focus on value chain elevation and intelligent manufacturing [3]. - By 2015, initiatives like "Internet + Intelligent Manufacturing" in cities like Foshan and the integration of robotics in factories exemplified this transition [3]. - The establishment of a robust innovation chain in the Guangdong-Hong Kong-Macao Greater Bay Area has facilitated the transformation of research into commercial products, enhancing Guangdong's competitive edge [3][4]. Group 3: Current Landscape and Future Outlook - Guangdong has increased R&D investments, leading to the emergence of globally competitive enterprises in sectors such as 5G, electric vehicles, and drones, which support the standard output of "Guangdong goods" [4]. - The province's dual advantage in "digital intelligence + mechanical engineering" allows it to meet diverse global demands and market fluctuations effectively [4]. - The ongoing evolution of "Guangdong goods" is characterized by a spirit of innovation and openness, positioning it as a key player in the global market [4].

Core Viewpoint - The article discusses the increasing trend of liquor brands, particularly in the baijiu sector, engaging celebrities for endorsements to enhance brand image and drive sales as the consumption season approaches [3][5]. Group 1: Celebrity Endorsements in Baijiu - Tuo Pai Jiu has appointed Liu Xiaoqing and comedian Yang Yuguang as brand ambassadors, with Liu set to host a live stream on Douyin [1]. - The trend of celebrity endorsements in the baijiu industry has surged recently, with brands like Shui Jing Fang and Gu Xiao Jiu also announcing high-profile endorsements [3][5]. Group 2: Marketing Strategies - The primary goals of these endorsements are to establish brand identity and enhance sales. Brands like Wuliangye and Moutai are targeting younger consumers by collaborating with popular figures [6]. - Tuo Pai Jiu and Gu Xiao Jiu are focusing on more relatable and accessible celebrities to resonate with their target demographic, which is primarily middle-market consumers [7]. Group 3: Changing Consumer Dynamics - The appeal of celebrities does not strictly correlate with age; for instance, Liu Xiaoqing has gained popularity among younger audiences through her candid appearances on variety shows [8]. - Brands are also adopting cost-effective marketing strategies, such as leveraging events like the Australian Open to boost visibility during peak consumption periods [8].