21世纪经济报道
Search documents
北上广等50城试点发票抽奖,单次最高中800元
21世纪经济报道· 2026-01-24 06:58
据央视新闻报道,商务部、财政部、国家税务总局1月23日对外公示拟开展有奖发票试点城市名单,包括北京、上海等50个城市入选。 具体涉及零售、餐饮、住宿、文化艺术、娱乐、旅游、体育、居民服务业等领域,覆盖日常消费主要场景。只要在试点城市开具了符合条件的 发票,每个人都有参与机会,都有中奖机会。试点城市自行确定中奖发票最低票面额度(不低于100元)、中奖比例和奖项设置,单张发票奖 项金额原则上不超过800元,政策实施期为6个月。 出品丨21财经客户端 21世纪经济报道 视频|柳润瑛 编辑|黎雨桐 见习编辑林芊蔚 机票锁座将被规范 6500亿光模块龙头,登顶公募基金第一重仓股 证监会亮剑:长药锁定退市、立方遭警示,火中取栗式炒作遭棒喝 SFC 21君荐读 图/ 国家税务总局公众号 ...
4万亿大利好,800亿变压器龙头一个月狂飙75%
21世纪经济报道· 2026-01-24 06:58
Core Viewpoint - The electric power sector is experiencing high growth due to significant investments in grid construction, with a notable influx of capital into the sector, particularly benefiting companies like China XD Electric [2][6]. Investment Trends - The State Grid's investment plan of 4 trillion yuan during the 14th Five-Year Plan marks a historic high, focusing on building a new type of grid platform that enhances transmission capacity and supports large-scale renewable energy projects [6][10]. - The investment is expected to drive demand for ultra-high voltage direct current projects, distribution network upgrades, and smart microgrid developments, indicating a strong market outlook [6][7]. Market Dynamics - The demand for grid equipment is being catalyzed by global energy transitions and technological advancements, with European data centers driving the need for enhanced power supply solutions [4][5]. - Domestic technological breakthroughs are also contributing to the efficiency and upgrade of power equipment, further supporting the industry's growth [4]. Company Performance - China XD Electric has secured significant contracts, including a total of 24.52 billion yuan from two major projects, positioning itself as a key player in the electric power investment chain [9][10]. - The company reported a revenue of 16.96 billion yuan for the first three quarters of 2025, reflecting an 11.85% year-on-year increase, with net profit rising by 19.29% [9][10]. Industry Outlook - The electric power equipment sector is witnessing a collective bullish trend, with companies like Siyi Electric and TBEA reporting substantial revenue growth, indicating a robust industry environment [11][12]. - The stock performance of major players in the sector has surged, with average gains of 30.39% in the transmission and distribution equipment segment since the beginning of 2026, driven by strong fundamentals and order backlogs [13].
杨宏勇主动投案

21世纪经济报道· 2026-01-24 06:18
Core Viewpoint - The article reports on the serious disciplinary violations and illegal activities of Yang Hongyong, a former member of the Harbin Electric Group's Party Committee and former Secretary of the Discipline Inspection Commission, who has voluntarily surrendered and is currently under investigation by the Central Commission for Discipline Inspection and the National Supervisory Commission [1]. Group 1 - Yang Hongyong is implicated in severe violations of discipline and law [1] - He has voluntarily surrendered to authorities [1] - The investigation is being conducted by the Central Commission for Discipline Inspection and the National Supervisory Commission [1]
白宫发布特朗普与企鹅走向格陵兰岛AI图片
21世纪经济报道· 2026-01-24 05:08
据央视新闻报道,当地时间1月23日,美国白宫在社交媒体发布了一张AI图片。图片中美国总 统特朗普和手持美国国旗的企鹅行走在冰天雪地中,他们的前方插着丹麦自治领地格陵兰岛 旗,并配文"拥抱企鹅"。 央视新闻援引白宫 1月23日 在社交媒体发布的AI图片 特朗普2025年上任以来多次扬言要得到丹麦自治领地格陵兰岛,特朗普1月22日表示,不会为 获得格陵兰岛支付任何费用,美国将取得对这一地区的"全面准入权限"。 丹麦外交大臣拉斯穆森21日表示,自己愿意当面告诉美国总统特朗普,丹麦不会就格陵兰岛主 权归属进行谈判。他重申,美国不会得到格陵兰岛,"这是底线"。22日,丹麦首相弗雷泽里克 森发表声明称,丹麦可以就政治、安全、投资、经济等一切问题进行谈判,但不能就主权问题 进行谈判,只有丹麦和格陵兰岛才能就涉及自身的事务做出决定。 来源丨央视新闻 编辑丨黎雨桐 机票锁座将被规范 6500亿光模块龙头,登顶公募基金第一重仓股 SFC 21君荐读 悦 读 · 智能 权 威 . (凸) G D 扫 码 点 击 下 载 ...
机票锁座将被规范
21世纪经济报道· 2026-01-24 03:30
1月23日,中航协发布公告,为进一步引导航空公司规范航班预留座位行为,更好满足旅客多 样化、差异化的座位选择需求, 在民航局的指导下, 中国航空运输协会正组织各航空公司研 究制定《公共航空运输企业航班预留座位规则》团体标准,拟对预留座位的种类、范围、比例 及旅客信息告知等关键内容进行规范。 "这就是回应了旅客的呼声"。民航业内人士林智杰向21世纪经济报道表示。近两年众多消费者 投诉航司锁座行为,江苏省消费者权益保护委员会近期发布的一份调查显示, 十家主流航司 的经济舱平均锁座比例高达38.7%,部分航线甚至超过60%。 超三成优质座位被锁定 记者丨高江虹 编辑丨高梦阳 在中航协下场前,江苏省消费者权益保护委员会近期发布的专项调查报告,指出了国内航空服 务中"锁座"现象的普遍性。 一位不愿具名的国内航司工作人员向21世纪经济报道坦言, 航司锁座的小心思是想增长辅助 收入,但付费选座被国家发改委处罚后,通过锁座曲线获得多元产品收益成了新路径。 只不 过疫情前锁座没那么高,疫情后航司连年亏损,经营压力下锁座比例才节节攀升,最终令旅客 忍无可忍。 不过,与国际通行的锁座比例相比,中国航司并不算出格,国内航司也颇为委屈 ...
巴西将对中国公民免签
21世纪经济报道· 2026-01-24 03:30
来源丨央视新闻 编辑丨黎雨桐 见习编辑林芊蔚 6500亿光模块龙头,登顶公募基金第一重仓股 证监会亮剑:长药锁定退市、立方遭警示,火中取栗式炒作遭棒喝 SFC 21君荐读 据央视新闻报道,当地时间1月23日,巴西总统卢拉宣布,巴西将对中国公民部分短期签证类 别实行免签,以回应中国自2025年起对巴西公民实施的免签政策。政策实施日期有待公布。 巴西总统府发布声明称,在中国与拉美以及其他国家关系日渐密切的背景下,此举旨在促进 中国与拉美及其他地区之间的人员往来。 ...
21社论丨货币政策灵活高效,支撑“十五五”良好开局
21世纪经济报道· 2026-01-24 02:23
近日,央行行长潘功胜接受记者采访时表示,2026年,中国人民银行将继续实施好适度宽松的 货币政策,把促进经济稳定增长、物价合理回升作为货币政策的重要考量,发挥增量政策和存 量政策集成效应,为经济稳定增长、高质量发展和金融市场稳定运行营造良好的货币金融环 境,为实现"十五五"良好开局提供有力的金融支撑。 2026年的货币政策在延续"适度宽松"基调的同时,更强调灵活性和精准性。总量政策方面,央 行强调把握好政策实施的力度、节奏和时机,灵活高效运用降准降息等多种货币政策工具。央 行明确将政策重心从单纯追求规模扩张转向支持高质量发展与物价稳定,这意味着降准降息等 工具的使用会更注重实际效果而非简单加码。例如,政策利率调整可能更多基于企业实际融资 成本变化,而非单向压降,社会融资成本将逐步稳定在合理区间,避免因过度宽松引发资金空 转。 流动性管理方面,央行计划通过"长短结合"的方式补充市场资金。对于总量政策工具,央行提 及今年降准降息还有一定的空间,预计上半年央行可能通过降准释放长期资金,同时利用国债 买卖、MLF等工具补充中期流动性。买断式逆回购等创新工具的应用,有助于平抑政府债发行 等短期冲击,保持资金面平稳。值得 ...
证监会亮剑:长药锁定退市、立方遭警示,火中取栗式炒作遭棒喝
21世纪经济报道· 2026-01-24 02:23
一个值得注意的现象是,近期,*ST长药二级市场表现却与基本面严重背离——在接连发布多份退市风险提示公告的背景下,股价不跌反涨, 连续多个交易日涨停,短期累计涨幅超过100%,交易异动频繁。 记者丨 崔文静 实习生张长荣 编辑丨包芳鸣 类似的剧情也正在另一只问题股*ST立方身上上演。该公司同样因多年财务造假涉嫌触及重大违法强制退市,却在实控人公开发声、市场传言 发酵后,股价连续异动。对此,地方证监局迅速出手"亮剑",直指相关信息涉嫌误导投资者,郑重提示退市风险。 从财务造假被监管定性,到重大违法强制退市箭在弦上,*ST长药、*ST立方的基本面风险已无悬念。 业内人士提醒:此类股票风险较高,短期大涨更多来自资金博弈与炒作,盲目跟风易致亏损,投资者需理性识别*ST股风险,切勿跟风。 连续三年财务造假坐实,* ST长药走到退市边缘 继2025年11月7日被立案调查、12月26日收到《行政处罚事先告知书》后,2026年1月23日,*ST长药正式收到证监会下发的《决定书》。 根据《决定书》,*ST长药连续三年年度报告存在财务造假行为,相关违法事实已触及重大违法强制退市情形。 在连续4个交易日涨停后,1月23日,*ST长药 ...
广货全球发利是,让“广东味道”香飘全球
21世纪经济报道· 2026-01-24 01:05
Core Viewpoint - The "Tongue of Guangdong" event aims to elevate the cultural representation of Guangdong's products globally, integrating hard industry support with soft cultural expression to enhance the international image of "Guangdong goods" [1][2]. Group 1: Event Overview - The fifth China Import and Export Food New Year Festival and the "Guangdong Goods Go Global" event commenced on January 23, focusing on cultural elevation alongside product promotion [1]. - This year's festival innovatively combines online and offline experiences, engaging 30 global MCN organizations to create a comprehensive consumption matrix across various platforms [1]. Group 2: Economic Impact - Guangdong's agricultural product import and export value remains the highest in China, with a total exceeding 263.24 billion yuan in the first three quarters of 2025 [5]. - The global reach of Guangdong's products extends to 214 countries and regions, transforming them from mere goods into carriers of culture and emotion [6]. Group 3: Cultural Significance - The essence of New Year goods is emotional consumption, where the quality of products is complemented by cultural narratives and innovative thinking [6]. - Guangdong's traditional foods, such as the Cantonese "Poon Choi" and "Fortune Pig's Feet," have become symbols of nostalgia for overseas Chinese during the Spring Festival [6]. Group 4: Marketing and Sales Strategies - The festival features three main exhibition areas showcasing imported foods, export-to-domestic sales, and signature New Year dishes, facilitating immediate sales through live demonstrations and tastings [7]. - The use of AI tools on major e-commerce platforms enhances consumer experience by accurately matching consumer needs with available products [7]. Group 5: International Collaboration - The RCEP agreement has significantly boosted regional trade, with Guangdong businesses acting as vital links in international cooperation [9]. - The event also highlighted the successful export of Guangdong lychees, with a reported export volume of 5,202 tons valued at 80.62 million yuan in 2025, marking substantial growth [11]. Group 6: Future Directions - The "Media+" strategy aims to empower rural revitalization and enhance the market presence of agricultural products through comprehensive brand and market development [18]. - The event also introduced the "Cloud Food Wisdom AI" initiative, providing businesses with data analysis and compliance consulting to facilitate international trade [13].
6500亿光模块龙头,登顶公募基金第一重仓股
21世纪经济报道· 2026-01-24 01:05
作者 丨易妍君 截至2026年1月22日,公募基金2025年第4季度报告基本披露完毕,主动权益基金前十大重仓 股名单随之更新。 从持股绝对市值来看,据国信证券经济研究所金融工程组统计, 截至2025年4季度末,主动权 益基金持有市值排名前十的个股依次是:中际旭创、新易盛、宁德时代、腾讯控股、紫金矿 业、阿里巴巴-W、寒武纪-U、立讯精密、贵州茅台、东山精密。 编辑丨张星 公募主动权益基金第一大重仓股有了"新面孔"。 机构最新统计数据显示,截至2025年4季度末, 中际旭创代替宁德时代成为主动权益基金(包 括主动股票基金、偏股混合基金、灵活配置基金)第一大重仓股。 截至1月23日收盘,中际旭创 股价 报585 元,总市值6500亿元。 同时,主动权益基金第二大至第十大重仓股排序均较上一季度发生变化,如新易盛取代腾讯控 股成为基金第二大重仓股,紫金矿业从第八大重仓股晋级为第五大重仓股,寒武纪-U升为第七 大重仓股;而宁德时代、腾讯控股分别退为第三、第四大重仓股,中芯国际退出了前十大重仓 股队列。 另外,主动权益基金在行业配置层面也有调整。据机构统计,2025年4季度,主动权益基金增 配较多的行业包括有色金属、通信 ...