Market Overview - On January 22, A-shares saw all three major indices close higher, with the Shanghai Composite Index up 0.14%, the Shenzhen Component Index up 0.5%, and the ChiNext Index up 1.01% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.72 trillion yuan, an increase of 927 billion yuan compared to the previous day, marking the 14th consecutive trading day above 2.5 trillion yuan [1] Index Performance - The Shanghai Composite Index closed at 4122.58, the Shenzhen Component Index at 14327.05, and the ChiNext Index at 1865.34, with respective changes of +5.64 (+0.14%), +71.92 (+0.50%), and +2.66 (+0.14%) [2] - The total A-share market index (Wande All A) was at 6827.05, up by 29.70 (+0.44%) [2] Sector Performance - The market experienced rapid rotation of hotspots, with over 3500 stocks rising and more than 90 stocks hitting the daily limit [3] - The commercial aerospace sector saw significant gains, with nearly twenty constituent stocks hitting the daily limit, including Jili Suojue and Shunhao Co., which both achieved consecutive limit-ups [3] - The oil and gas sector continued its strong performance, with Intercontinental Oil and Gas achieving consecutive limit-ups [3] Declining Sectors - The insurance, semiconductor, and pharmaceutical sectors faced the largest declines, with the semiconductor sector experiencing a net outflow of over 12.2 billion yuan [4] - Notable declines included stocks like Lio Co. and Changdian Technology, which fell by 10.04% and 6.10%, respectively [5] Notable Stocks - The commercial aerospace sector's resurgence was attributed to favorable domestic and international industry catalysts, including updates from several companies regarding their IPO progress [10] - The controlled nuclear fusion concept stocks also saw a collective rise, with Zhejiang Fu Holdings experiencing a significant surge after signing a cooperation agreement for core component development [11] Hong Kong Market - In the Hong Kong market, new consumption stocks and technology stocks saw gains, with Pop Mart rising by 6% and Baidu increasing by over 3% [13]

记 者丨高雅宁 刘婧汐 编 辑丨叶映橙 | 执行法院 | 北京市丰台区人民法院 | 执行事项 | 公示冻结股权、其他投资权益 | | --- | --- | --- | --- | | 执行裁定书文号 | (2026) 京0106民初60927号 | 执行通知书文号 | (2026) 京0106执保304号 | | 被执行人 | 罗永浩 | 被执行人持有股权、其它投资权 益的数额 | 713.9548万人民币元 | | 被执行人证照种类 | 中华人民共和国居民身份证 | 被执行人证照号码 | | | 冻结期限自 | 2026年1月20日 | 冻结期限至 | 2029年1月19日 | | 冻结期限 | 1095 | 公示日期 | 2026年1月20日 | 不过， 对于股权遭到冻结一事，截至发稿，对方尚未回应。 1月21日，据21世纪经济报道记者获悉，卷入闭店风波后， 内蒙古西贝餐饮集团有限公司获A 轮融资。 投资方包括台州新荣泰投资有限公司、呼和浩特市集体共创企业管理中心（有限合 伙）、成都迅达光电有限公司、杭州舟轩股权投资管理合伙企业（有限合伙）等。此前， 贾 国龙曾明确表示过西贝预计2026上市的计划。 最 ...

记者丨 吴抒颖 编辑丨张伟贤 在市场整体成交平淡的背景下，广州核心区域的房地产市场走出了"独立行情"。 据克而瑞统计， 广州核心区域楼市近期企稳信号凸显， 一二手市场量价同步走强。克而瑞数 据系统显示，2025年12月，广州泛珠江新城板块四季度成交量呈现逐月上涨态势，11—12月 的月均成交量对比10月份上涨30%，12月成交达333套；价格方面，泛珠江新城板块12月成交 价环比上升8%，达到近半年新高。 如果从成交价格来看， 当前广州核心区域二手房价格有逐渐企稳的趋势，热门标杆楼盘价格 比2025年最低价格均有所回升。 据21世纪经济报道记者调研，当前广州楼市已经进入新一轮稳定期，主要表现在核心区域的保 利玥玺湾等一手楼盘如持续热销，而二手房市场卖家开始出现"惜售"心态，谈价的空间减少， 整体上也呈现量价企稳的迹象。 进入2026年，随着增值税下调等一系列利好政策的落地，市场参与方对广州楼市的预期展望相 对乐观。 广州市住房和城乡建设局党组书记、局长蔡胜近期也表示，在房地产市场发展方面，2026年， 将坚决贯彻落实中央城市工作会议、中央经济工作会议精神，深刻把握、主动适应"两个转 向"的形势变化，处理好当前 ...

记者丨 易妍君 编辑丨姜诗蔷 翻倍基金开始调整持仓结构！部分龙头牛股遭遇减持。 2025年，AI算力引爆A股科技行情，一批重仓算力产业链的主动权益基金，年度收益率高达100%以上。根据部分2025年度"翻倍基"最新披露的 重仓股数据， 过去一个季度，不同基金经理对个别AI细分赛道龙头股的操作截然相反。 以光模块龙头中际旭创为例，永赢科技智选、中欧数字经济均在2025年四季度减持了中际旭创。 其中，前者持有中际旭创的数量较2025年三 季度末减少了17%至224.49万股，中际旭创仍为基金第二大重仓股；中欧数字经济持有中际旭创的数量较2025年三季度末减少了33.42%至 185.42万股，但仍为其第一大重仓股。 | | SZSE CNY 11:30:00 休市 査看L2全畳 | | | | | 通 部 ▽ ○ + | | --- | --- | --- | --- | --- | --- | --- | | 愛比 | 79.50% 委差 | 287 | Wind ESG评级 A | | | 详情 | | 卖五 | 589.00 | 16 | 交生 | -3.55% 120日 | | 206.95% | | 卖 ...

记 者丨 周 亦 洋 编 辑丨张 星 2025年我国经济总量突破140万亿元，经济发展实现新跨 越。这不仅是五年连跨四个10万亿级台阶的稳健轨迹,更是"十 四五"规划收官之年交出的硬核答卷。 回望"十四五"时期,我国发展成色更足、动能更劲,在多 个领域取得重大进展，创新发展取得新突破,全球百强科技创新 集群数量,我国已经连续3年位居世界第一;改革开放迈出新步 伐,全国统一大市场建设纵深推进,营商环境持续优化,制度型 开放"含金量"持续提升;绿色转型展现新面貌,我国构建起了 全球最大、发展最快的可再生能源体系,建成了全球最大最完整 的新能源产业链;民生改善取得新成效,全球规模最大的教育、 医疗和社会保障体系持续巩固。 1 >> 140万亿GDP背后的中国经济底气 2025年，中国国内生产总值首次跃上140万亿元新台阶，五 年间连续迈过110万亿、120万亿、130万亿、140万亿元四个关 键关口,以年均5.4%的增速在全球主要经济体中持续领跑,对世 界经济增长的贡献率预计达到30%左右,成为世界经济增长的主 要动力源。 从需求方面来看,社会消费品零售总额突破50万亿元,进出 口总额连续四年超过40万亿元，反映出 ...

岁聿云暮，马年将至。 当传统节气的韵律与财经智慧再次交织，21财经VIP携手21世纪经济报 道原创特色栏目 《财经二十四节气》推出五款全新文创周边，邀您共赴一场财智与诗意并存 的新春盛宴。 去年，我们以卷轴、红包套组等文创传递节气之美与财经底蕴。今年，我们将这份心意融入日 常器物，让知识与实用共生——五款新品 从旋转的灯影、雅致的腰扇、画面生动的冰箱贴 ， 到拥有时光烙印的 笔记本、万年历 ，每一件都藏着岁时四季的财韵与祥瑞，为您的生活添一 抹文化底色。 购买21财经VIP年卡，解锁"二十四节气话财经"宝藏文创周边。 21财经VIP年卡 新春有礼 原价 488 元 现仅218元 加赠文创周边礼品（五选一） ▼ 点击下方图片，立即参与优惠▼ 五款文创新品，解锁四季财智 一起往下看吧！ ①财经二十四节气·旋转折叠灯 春之萌芽、夏之繁茂、秋之丰盈、冬之蕴蓄，灯影流转间将节气风物与财经视角绘于灯面，四 季款式随机放送。 ④财经二十四节气·四季拼图冰箱贴 ②财经二十四节气·腰扇 一把扇，扇动财智清风。竹骨轻摇，扇面铺开节气与财经的对话：春分的"产业复苏"、夏至 的"消费旺季"、秋分的"投资布局"、冬至的"战略储备"，四 ...

1月22日亚市早盘，国际金银市场遭遇回调，黄金再度失守4800美元关口。 截至1月22日12时左右，黄金白银一度高位跳水，伦敦金现报4793.99美元/盎司，日内跌幅0.82%；伦敦现货白银早盘走跌，截至发稿短线反 弹，现站上93美元/盎司关口，此前一度 跌超3%。 | | 豊金属 | | | | | --- | --- | --- | --- | --- | | 名称 | 现价 | 涨跌 | 涨跌幅 ^ | 年初至今 | | GFEX铂 | 625.80 | -13.95 | -2.18% | 18.69% | | 上海银 | 22822 | -434 | -1.87% | 34.22% | | 上海金 | 1074.09 | -14.42 | -1.32% | 10.35% | | SGEइस् 9999 | 1073.75 | -14.06 | -1.29% | 10.14% | | COMEX黄金 | 4789.2d | -48.3 | -1.00% | 10.55% | | COMEX微型黄金 | 4789.0d | -48.5 | -1.00% | 10.53% | | COMEX M-黄金 | ...

Market Overview - The A-share market experienced a morning surge followed by a decline, with all three major indices turning negative by midday. The total trading volume reached 1.79 trillion yuan, an increase of 168.9 billion yuan compared to the previous trading day, with over 3,200 stocks rising across the market [1][2]. Index Performance - The Shanghai Composite Index closed at 4,110.86, down 6.08 points (-0.15%). The Shenzhen Component Index was at 14,230.97, down 24.15 points (-0.17%). The ChiNext Index stood at 1,856.27, down 6.42 points (-0.34%) [2]. Sector Performance - Strong sectors included oil and petrochemicals, national defense and military industry, and building materials, with concepts like large aircraft, natural gas, and aircraft carriers leading the gains. Conversely, sectors such as non-ferrous metals and beauty care experienced pullbacks [4]. Notable Stocks and Concepts - The coal sector saw a rapid increase, with Dayou Energy hitting the daily limit. The price of Shanxi Datong Q5500 thermal coal rose by 12.5 yuan/ton (2.23%) to 565-580 yuan/ton as of January 19 [6]. - In the precious metals market, gold and silver prices fell sharply due to easing geopolitical tensions, with spot gold dropping over 1% and silver over 2%. Goldman Sachs raised its 2026 gold price forecast by $500 to $5,400 per ounce [6][7]. Commercial Aerospace and Oil & Gas - The oil and gas sector saw significant gains, with companies like Intercontinental Oil and Blue Flame Holdings hitting their daily limits. The International Energy Agency projected a daily increase in global oil demand of 930,000 barrels by 2026, up from a previous estimate of 860,000 barrels [9]. - The defense and military sector also rose, particularly in commercial aerospace, with multiple stocks hitting their daily limits. Recent developments in commercial space companies indicate a strong growth trajectory in this sector [9]. Stock Highlights - Fenglong Co. achieved a 17-day consecutive limit-up, trading at 90.48 yuan/share. In contrast, *ST Yanshi experienced a brief surge before closing at 2.35 yuan/share, up 4.91% [11]. - Baidu's stock rose by 4%, reaching a nearly three-year high, following the release of its Wenxin large model 5.0, which supports multi-modal information processing [14].

Company Overview - Shentong Express's stock price experienced a decline of over 2.4% on January 22, with a closing price of 13.77 yuan per share, resulting in a total market value of 21.1 billion yuan [1] - The recent stock price fluctuation is attributed to a lawsuit involving the company's founder and actual controller, Chen Xiaoying, who is being sued by her ex-husband, Xi Chunyang, for the ownership of 40.5685 million shares of Shentong, valued at approximately 280 million yuan [3][5] Legal Matters - The lawsuit filed by Xi Chunyang claims that the shares in question, which represent 2.65% of the company's total equity, were part of the marital property agreed upon during their divorce [5] - Xi Chunyang is requesting the court to confirm that 20.2842 million shares belong to him and to facilitate the transfer of these shares, while also seeking to have Shentong and Chen Xiaoying bear the legal costs [5] - Shentong Express has stated that the shares involved in the lawsuit account for 1.33% of the company's total equity and that the lawsuit will not significantly impact the company's operations or governance [5] Company Background - Chen Xiaoying, known as the "Queen of Express," co-founded Shentong Express in 1993 and has played a crucial role in its growth, especially after the death of her first husband [6] - Xi Chunyang, who was previously a driver for Chen Xiaoying's late husband, became a significant figure in the company after their marriage in 2012 and was involved in the acquisition of another express company [6] Financial Performance - For the first three quarters of 2025, Shentong Express reported a total revenue of 38.57 billion yuan, reflecting a year-on-year growth of 15.17%, and a net profit attributable to shareholders of 756 million yuan, up by 15.81% [6] - The company has shown strong business growth, with its express service revenue reaching 54.861 billion yuan and a total business volume of 26.138 billion parcels in 2025 [7] Industry Context - The Chinese express delivery market is projected to continue its steady growth, with a total express business volume of 199 billion parcels in 2025, marking a year-on-year increase of 13.7%, and total business revenue reaching 1.5 trillion yuan, up by 6.5% [7] - In comparison to its peers in the "Tongda" system, Shentong's business scale is slightly lower than that of YTO Express but surpasses Yunda Express [7]

记者丨张嘉钰 编辑丨 江佩霞 2026年1月20日，财政部、央行和金融监管总局联手发布重磅通知：对个人消费贷款财政贴息政策进行优化调整。该政策实施期限将延长至 2026年12月31日，并在支持范围、领域和额度等方面做出重要调整。根据新政，居民个人消费贷款及信用卡账单分期的融资成本有望降低，单 人在单一金融机构年度最高可享3000元财政贴息。 1月21日，21世纪经济报道记者走访银行网点看到有顾客前来咨询个人消费贷相关业务，目前不少银行个人消费贷利率在3%—6%区间，有银行 客户经理表示："不同情况利率不同，但整体很划算。 " 据记者测算，某股份制银行消费贷利率为3%左右，贴息1个百分点，意味着个人能省下 约三分之一的利息。 消费贷贴息政策执行期间， 消费者实际承担的利率有望降至2%左右。 图源：2 1世纪经济报道 新政策四大核心变化 多家银行连夜发指引 为了提振消费，持续降低居民个人消费信贷成本，个人消费贷款财政贴息政策支持力度迎来了新一轮的全面"更新"。 能用于信用卡分期了。 以前贴息主要针对专门的消费贷款。现在信用卡账单分期也能享受了，国家按年贴1%的利息。相当于分期消费， 国家顺手就给你打了个折。 补贴 ...