Core Viewpoint - The implementation of the old-for-new policy in Shenzhen has significantly boosted local consumption, particularly benefiting both local residents and Hong Kong visitors who can take advantage of dual policies such as tax refunds and discounts [1][2]. Group 1: Policy Impact on Consumption - The old-for-new policy, combined with the New Year holiday effect, has rapidly stimulated the local consumption market in Shenzhen [1]. - In 2025, Shenzhen saw a substantial increase in the number of tax refund stores, with over 1,000 new stores opened, bringing the total to over 2,000 [3]. - The introduction of the first city duty-free store in Shenzhen on August 26, 2025, marked a new phase in the inbound consumption market, featuring a variety of domestic products [3]. Group 2: Hong Kong Visitors' Spending Trends - In 2025, the total number of inbound and outbound personnel through Shenzhen-Hong Kong land ports reached 264 million, with Hong Kong and Macau residents accounting for over 60% [4]. - The consumption behavior of Hong Kong visitors has shifted from low-priced items to a broader range of products, including electronics and luxury goods, driven by tax refund policies [5][7]. - The average spending per transaction for Hong Kong visitors is now between 5,300 to 6,000 yuan, with higher-priced items like computers seeing significant sales [10]. Group 3: Retail Environment Enhancements - Shenzhen's commercial establishments are enhancing the shopping environment for Hong Kong visitors by implementing bilingual services, optimizing payment methods, and providing shuttle services from ports to shopping centers [14][15]. - The establishment of specialized teams in shopping malls, such as the one in Shenzhen MixC, focuses on improving services for Hong Kong visitors and expanding tax refund operations [16]. - Despite the improvements, there are still areas for enhancement, such as better information dissemination and language support for Hong Kong visitors [17]. Group 4: Broader Implications - The consumption trends driven by Hong Kong visitors are influencing other cities, with officials from places like Xiamen and Wuhan seeking to learn from Shenzhen's practices in tax refunds and visitor services [18].

据《科创板日报》26日报道，记者从知情人士处获悉，1月25日，英伟达创始人兼CEO黄仁勋 抵达北京，开启其2026年访华行程的北京站环节。 当日，黄仁勋现身北京王府中环，前往半山腰云南菜用餐，用餐期间还与现场就餐人员友好 合影，互动氛围轻松。据现场与黄仁勋合影的人士向记者透露，合影过程中能明显感受到这 位科技大佬非常友好谦和。 黄仁勋将 AI 描述为"五层蛋糕"，而不是单一技术，涵盖能源、芯片和计算基础设施、云数据 中心、AI 模型以及最终的应用层。他强调，当前资本主要流向底层基础设施，而非投机性应 用，这不是泡沫，这是产业重建。黄仁勋还指出，由于运行和训练人工智能需要建设数据中 心，水管工、电工和建筑工人将能拿到"六位数薪资"。 出品丨21财经客户端 21世纪经济报道 编辑丨金珊 部分内容引自21世纪经济报道（记者： 骆轶琪 ） 李家超：未来三年香港黄金仓储将增至2000吨 首个拥有4个千万级机场的省份出现了 SFC 21君荐读 据澎湃新闻此前报道，1月24日下午，黄仁勋现身上海陆家嘴街道乳山路锦德菜市场，晚上参 加英伟达上海年会。这是黄仁勋今年首度来华，他于23日下午到达上海，首站到访英伟达位 于上海张江 ...

记者丨袁思杰 编辑丨和佳 1月26日，香港特别行政区行政长官李家超在香港2026亚洲金融论坛致辞中表示， 香港将在 未来3年将黄金仓储增加至2000吨，建造区域黄金储备枢纽 。 同时，全球黄金需求持续强劲。金价在过去五年累积上升超过六成，创下自1979年以来的最 大升幅，进一步强化了黄金作为央行储备、投资产品及对冲风险工具的角色。 此次合作是香港建设国际黄金交易中心长期战略的关键一步。香港特别行政区财经事务及库 务局局长许正宇在论坛上表示，香港特区政府将全资建立黄金中央清算有限公司，和上海黄 金交易所在规则制定、机构准入、系统设计与风险管理等方面开展合作。其次，双方还将依 托现有保税仓储管理机制，为香港及国际市场的参与者提供安全的黄金管理服务。 许正宇透露，香港特区政府正积极支持机场管理局及金融机构建设先进的黄金存储设施，目 标是在三年内将存储容量提升至2000吨以上，使香港成为全球可信的黄金存储中心。香港机 场管理局目前已启动仓储扩容项目，将存储规模提升至1000吨，以满足本地存储、交付及中 转需求。 香港特区政府财经事务及库务局和上海黄金交易所签署合作协议，袁思杰摄 李家超指出，香港将建立黄金中央清算系统 ...

记者｜黎雨桐 见习记者林芊蔚 编辑｜金珊 1月26日，A股市场早盘冲高回落。截至收盘，沪指涨0.12%，深成指跌0.74%，创业板指跌0.86%。沪深两市半日成交额超2.26万亿， 较上个 | 上证指数 | 深证成指 | 科创综指 | | --- | --- | --- | | 4141.01 | 14332.86 | 1864.01 | | +4.85 +0.12% -106.80 -0.74% -35.77 -1.88% | | | | 万得全A | 创业板指 | 北证50 | | 6857.67 | 3320.81 | 1573.21 | | -35.44 -0.51% -28.70 -0.86% -15.45 -0.97% | | | | 沪深300 | 中证500 | 中证A500 | | 4715.12 | 8522.32 | 5936.21 | | +12.63 +0.27% -67.85 -0.79% +1.10 +0.02% | | | | 中证1000 | 深证100 | 中证红利 | | 8365.64 | 5871.66 | 5654.38 | | -105.10 -1.24% | - ...

Core Insights - Guangdong's air traffic has reached unprecedented levels, with over 1.8 billion annual passenger throughput and more than a thousand flight routes, establishing it as an "aerial super crossroads" [1][14] Group 1: Airport Developments - Chaoshan International Airport has surpassed 10 million annual passenger throughput, expanding Guangdong's list of airports with over 10 million passengers from Guangzhou, Shenzhen, and Zhuhai to include the eastern region [3][5] - Guangzhou Baiyun Airport is set to become the first in China with five commercial runways, with the new T3 terminal and fifth runway scheduled to open on October 30, 2025, involving an investment of 53.77 billion [7] - Shenzhen Bao'an Airport has officially opened its third runway, which is 3,600 meters long and can accommodate all current large passenger and cargo aircraft, marking the airport's transition into the "three-runway era" [9] Group 2: Economic Implications - The rapid development of airports in Guangdong facilitates quick logistics, allowing products from Dongguan's molds, Huizhou's batteries, and Foshan's home appliances to reach the airport in just 45 minutes, enhancing the efficiency of the "Made in Guangdong" brand for global express delivery [11] - The construction of an "aerial super passage" is enabling Guangdong to connect globally, reflecting the region's ambition for future growth and development [14]

记者丨黎雨桐 翁榕涛 编辑丨金珊 1月26日上午，现货白银开盘大涨，截至9：48，突破108美元关口，日内涨超4%。 | W | 伦敦银现 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | SPTAGUSDOZ.IDC | | | | | | | 108.014 ª² | | | 103.341 | 总量 | | 0 | | +4.673 | +4.52% 开盘 | | 104.402 | 现手 | | 0 | | 最高价 | 108.583 持 仓 | | 0 | 外 盘 | | 0 | | 最低价 | 103.191 | 壇 仓 | 0 | 内 盘 | | | | 关时 | 五日 | 日K | 周Ｋ | 月K | 更多 | | | 叠加 | | | | 均价:0.000 | | | | 108.583 | | | | 5.07%. 卖一 108.069 | | | | | | | | 示一 | 108.014 | | | | | | | 9:48 | 107.928 | 0 | | | | | | 9:48 | 107.948 | 0 ...

来源丨南方日报 编辑丨黎雨桐 广东经济总量连续37年居全国首位 SFC 21君荐读 1月26日上午，广东省十四届人大五次会议开幕。省政府工作报告显示，2025年广东新增基础 教育公办学位50万个，新设3所本科层次职业学校，实施学前一年免费教育政策、惠及168万名 儿童， 连续6年成为全国唯一出生人口超百万的省份。 ...

1月26日上午，广东省十四届人大五次会议开幕。省政府工作报告显示， 2025年广东地区生产 总值增长3.9%、总量连续37年居全国首位。 地方一般公共预算收入增长3%，货物进出口增长 4.4%，贡献了全国24.1%的增量。服务贸易增长12.5%。实际使用外资增长11.3%，农林牧渔 业总产值增长4.9%。规上工业企业达7.6万家、增加值增长3%。 来源丨南方日报 编辑丨黎雨桐 现货黄金首次突破5000美元，机构看涨到6600美元 美联储或暂停降息，比特币年内涨幅接近归零，特朗普威胁对加拿大征收100%关税 SFC 21君荐读 ...

Core Viewpoint - The article highlights the vibrant consumer electronics market in Shenzhen's Huaqiangbei, showcasing the integration of AI technology in various products and the area's role as a global hub for electronic commerce [1][6][10]. Group 1: Event Overview - The "Guanghuo Hang Tianxia" event in Huaqiangbei featured over 50 leading consumer electronics companies, displaying more than 400 products, with over 80% incorporating AI technology [1][5]. - The event attracted a daily foot traffic of 750,000, with an increase of approximately 10,000 visitors compared to regular days, marking a 15% year-on-year growth [3][6]. Group 2: Product Highlights - Huawei showcased its HUAWEI Mate Pad Edge, a versatile device with a detachable screen and Harmony OS 5.1, designed for seamless transition between tablet and computer modes [3]. - AI products dominated the exhibition, with a focus on practical applications for various demographics, including health monitoring devices for the elderly and AI-powered toys for children [5][6]. Group 3: Market Position and International Appeal - Huaqiangbei serves as a critical destination for international buyers, with an average of 7,000 foreign merchants visiting daily and over 10 billion packages shipped annually to 183 countries [8][10]. - The area is enhancing its infrastructure to support international commerce, including multi-currency exchange points and multilingual services to facilitate foreign customers [10]. Group 4: Future Development - Huaqiangbei aims to evolve from "China's Electronic First Street" to a "Global Digital Consumption Destination," promoting a blend of online and offline sales, wholesale and retail, and domestic and international markets [10].

2026 年 1 月公布的2025年中国香港市场私家车新车品牌首次登记量增长率榜单公布，广汽埃安 以714.9%的同比增长率登顶增幅榜首。 | 序号 | 品牌 | | 销量(辆) | 增长率 | | --- | --- | --- | --- | --- | | 1 | AION | 埃安 | 1,809 | 714.9% | | 2 | | 东风奕派 | 602 | 374.0% | | 3 | F | 极氪 | 2,970 | 326.1% | | 4 | | 小鹏 | 1,995 | 308.8% | | 5 | | 比亚迪 | 9,751 | 67.6% | | 6 | | MINI | 859 | 55.6% | | 7 | | 腾势 | 797 | 38.9% | | 8 | | 保时捷 | 593 | 36.6% | 2 0 2 5年中国香港市场私家车新车品牌首次登记量增长率排名 图源：官方 广 汽 埃 安 香 港 销 量 爆 发 的 背 后 ， 是 " 香 港 ACITON" 战 略 深 化 落 地 的 结 果 。 20 2 5 年 3 月，"On e GAC"战略升级为"One GAC 2. ...