Core Viewpoint - The Chinese government has announced significant changes to the export tax rebate policy for the photovoltaic industry, which will impact the financial dynamics of the sector starting in 2026 [1][2]. Policy Changes - The Ministry of Finance and the State Taxation Administration announced that from April 1, 2026, the value-added tax (VAT) export rebate for photovoltaic products will be canceled [2]. - From April 1, 2026, to December 31, 2026, the VAT export rebate rate for battery products will be reduced from 9% to 6%, and from January 1, 2027, the rebate will be completely canceled [2]. Industry Trends - The "anti-involution" movement in the photovoltaic industry has led to a recovery in pricing, particularly in the upstream sector, with expectations for price increases in the mid and downstream segments [4]. - Investment opportunities are identified in three main areas: price elasticity as inventory is digested, new technologies that enhance efficiency, and the commercialization of perovskite solar cells [5]. Emerging Technologies - The potential for space photovoltaic systems is gaining attention, with plans for deploying solar energy satellites that could generate 100 GW annually [5]. - The space photovoltaic market could reach approximately 800 billion yuan if 4,000 satellites are launched, each with an average solar wing area of 100 square meters [6]. - Current leading technologies for space applications include gallium arsenide multi-junction batteries, while P-type HJT and next-generation perovskite/silicon tandem batteries are expected to dominate the market due to their efficiency and adaptability [6].

1 月 9 日 上 午，武汉市第十五届人民代表大会第 六 次会议举行第 三 次全体会议。经大会投票选举， 熊征宇 当选武汉市市长。 熊征宇已于去年11月 出任武汉市委副书记、市政府党组书记，12月获任武汉市副市长、代市长。 公开资料显示，熊征宇出生于1970年6月，湖北咸宁人。2015年，时任嘉鱼县委书记的他荣获"全国优秀 县委书记"称号。2016年，他升任咸宁市委常委、常务副市长，次年转任湖北省纪委常委。 2021年1月，熊征宇出任孝感市市长，2022年6月当选湖北省纪委副书记，2023年2月调任宜昌市委书 记，直至去年11月履新武汉。 F 此前任武汉市市长的盛阅春，已于去年10月担任湖北省委常委、武汉市委书记。 综合自：长江日报、长安街知事 责编：刘珺宇 校对：刘星莹 百万用户都在看 刚刚，暴涨超90%！人工智能，重磅来袭！ 利好突现！A50，异动！ 大动作！"国家队"，重磅出手！ 中共中央政治局常务委员会召开会议 伊朗，突发！大范围断网！ 特朗普，突袭！刚刚，集体大跳水！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社 ...

国家统计局：2025年12月份居民消费价格同比上涨0.8% 国家统计局数据显示，2025年12月份，全国居民消费价格同比上涨0.8%。其中，城市上涨0.9%，农村上涨 0.6%；食品价格上涨1.1%，非食品价格上涨0.8%；消费品价格上涨1.0%，服务价格上涨0.6%。12月份，全国 居民消费价格环比上涨0.2%。其中，城市上涨0.2%，农村上涨0.2%；食品价格上涨0.3%，非食品价格上涨 0.1%；消费品价格上涨0.3%，服务价格持平。2025年全年，全国居民消费价格与上年持平。 两部门：做好职工基本医疗保险个人账户跨省共济工作 ★ 宏观动态 ★ 两部门：4月1日起，取消光伏等产品增值税出口退税 财政部、税务总局公告：一、自2026年4月1日起，取消光伏等产品增值税出口退税。二、自2026年4月1日起至 2026年12月31日，将电池产品的增值税出口退税率由9%下调至6%；2027年1月1日起，取消电池产品增值税出 口退税。三、对上述产品中征收消费税的产品，出口消费税政策不作调整，继续适用消费税退（免）税政策。 四、本公告所列产品适用的出口退税率以出口货物报关单注明的出口日期界定。 国家医保局、财政部发布 ...

农信系统，开年接连打虎！ 1月8日，据湖南省纪委监委消息：湖南省农村信用社联合社党委副书记、副理事长、主任蒋俊文涉嫌严重违纪 违法，主动投案，目前正接受审查调查。 蒋俊文曾任株洲市商业银行行长、华融湘江银行副行长、华融湘江银行行长等职，后于2024年初出任湖南省联 社党委副书记、提名副理事长及主任人选。 随后，湖南省联社官网于2024年1月初更新领导信息，蒋俊文出任省联社党委副书记、提名副理事长人选、提 名主任人选。其任职资格则在当年底获批，正式履职。 此番被查前，蒋俊文已在湖南省联社工作2年。目前，省联社官网"联社领导"一栏已将蒋俊文的个人信息撤 下，并清理其公开活动内容。 除蒋俊文外，2022年以来，湖南省联社还有多名高管被查，包括2019年2月至2022年1月担任省联社党委书记的 赵应云、在2014年至2021年期间任省联社主任的李勤，以及2010年至2021年任省联社副主任的舒立凡。 农信系统接连打虎 同为农信系统干部，亳州药都农商行党委书记、董事长王锋已于1月4日在任上先行被查，成为2026年首个落马 的银行董事长。 据了解，王锋系"75后"，1995年即加入安徽农信系统，从利辛县联社营业部记账员做 ...

Core Viewpoint - The article discusses the escalating tensions in Venezuela following a U.S. military operation that resulted in the capture of President Maduro and his wife, with significant implications for U.S.-Venezuela relations and potential military actions by the U.S. [1][2][9] Group 1: U.S. Military Actions and Responses - On January 3, the U.S. launched a large-scale military operation in Venezuela, capturing Maduro and his wife, which drew widespread international condemnation [2][4] - The Venezuelan National Assembly passed a resolution to honor the victims of the U.S. military actions, declaring them national heroes and calling for international condemnation of the U.S. actions [4] - Trump indicated plans for ground operations against drug trafficking in Venezuela, claiming a 96% reduction in drug transport via sea routes [5][7] Group 2: Political Reactions and Legislative Actions - The U.S. Senate passed a resolution requiring Trump to seek congressional approval before using military force in Venezuela, reflecting a significant political pushback against unilateral military actions [9][10] - Trump criticized Republican senators who supported the resolution, asserting that their actions undermined U.S. military authority [10] Group 3: Economic Implications - Trump mentioned plans for U.S. oil companies to invest at least $100 billion to rebuild Venezuela's oil infrastructure, indicating a strategic interest in Venezuela's oil reserves [7][8] - He claimed that the U.S. would gain access to 30 to 50 million barrels of heavy Venezuelan crude oil, although he acknowledged that restoring the oil industry would take years [8]

Core Viewpoint - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee Office has initiated an investigation and assessment of the market competition status in the food delivery platform service industry to ensure fair competition and compliance with the law [2][3]. Group 1: Background and Considerations - The investigation is driven by the importance placed by the central government on the innovation and healthy development of the platform economy, with food delivery platforms playing a significant role in promoting consumption, expanding employment, and driving innovation [2]. - Recent issues in the food delivery platform service industry, such as aggressive subsidies, price wars, and traffic control, have been reported to negatively impact the real economy and exacerbate "involution" competition, prompting strong societal feedback [2]. Group 2: Investigation and Assessment Process - The investigation will involve on-site verification, face-to-face interviews, and surveys to gain a comprehensive understanding of competitive behaviors within food delivery platforms [3]. - The committee aims to gather opinions from various stakeholders, including platform operators, new employment groups, and consumers, to conduct thorough market competition analysis and propose regulatory measures [3]. - Food delivery platforms are expected to cooperate with the investigation and adhere to anti-monopoly compliance responsibilities to mitigate monopoly risks and promote innovation and healthy development in the industry [3].

据"国防部发布"微信公众号消息，1月上中旬，"和平意志-2026"海上联合演习将位南非西蒙斯敦附近海 空域举行，中国、俄罗斯、南非等金砖成员国参演。 此次联演课题为"维护重要航运通道和经济活动安全的联合行动"，将组织反恐营救、对海打击等科目演 练，安排专业技术交流、舰艇参观互访等活动。 联演旨在进一步深化参演各国军事交流合作，提高共同应对海上威胁能力。 来源： 国防部发布 看券商中国 知天下财经 F 百万用户都在看 刚刚，暴涨超90%！人工智能，重磅来袭！ 利好突现！A50，异动！ 大动作！"国家队"，重磅出手！ 中共中央政治局常务委员会召开会议 伊朗，突发！大范围断网！ 特朗普，突袭！刚刚，集体大跳水！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 ...

综合自：央视新闻、长安街知事 1月9日上午，中国航空集团有限公司召开领导班子（扩大）会议。受中央组织部领导委托，中央组织部有关干 部局负责同志宣布了党中央关于中国航空集团有限公司总经理调整的决定： 曲光吉同志任中国航空集团有限公司董事、总经理、党组副书记，免去其中国南方航空集团有限公司副总经 理、党组成员职务；免去王明远同志的中国航空集团有限公司董事、总经理、党组副书记职务。 公开报道显示，曲光吉出生于1970年2月，2023年7月任南航副总经理。直至此番调整。 官网介绍，中国航空集团有限公司简称"中航集团"，2002年10月11日成立，是特大型国有航空运输集团公司， 也是中国唯一载国旗飞行的航空运输企业，所属二级公司主要有7家，包括中国国际航空股份有限公司等。截 至2025年6月底，中航集团（含控股公司）共运营飞机959架。 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 看券商中国 知天下财经 F 责编：王璐璐 校对：高源 百万用户都在看 刚刚，利好突现！A50，异动！ 中共中央政治局常务委员会召开会议 伊朗，突发！大范围断网！ 大动作！"国家队"，重磅出手！ 特朗普， ...

Core Insights - The article highlights a significant surge in AI applications, driven primarily by the successful IPO of MiniMax, which saw its stock price increase by over 90% on its debut, indicating strong market interest in AI technologies [1][2]. Group 1: AI Market Dynamics - The AI application sector experienced a notable rally, with 60 stocks hitting the daily limit up or rising over 10%, reflecting a robust investor sentiment towards AI technologies [1][2]. - MiniMax's IPO is identified as a catalyst for this surge, with analysts suggesting that the company’s advanced capabilities in multi-modal and consumer applications position it as a leader in the AI space [2][3]. - The competitive landscape for large models is expected to shift in the second half of 2024, focusing on efficiency within established paths rather than exploring new ones, as major players like OpenAI and Google have begun generating substantial revenues [2][3]. Group 2: Technological Advancements - MiniMax's M2 model incorporates innovative features such as MoE and Full Attention, which enhance its performance and efficiency, showcasing the company's technological edge [2]. - The recent release of new models by other companies, such as Qwen's multi-modal models, indicates a growing emphasis on cross-modal understanding and retrieval, further driving advancements in AI applications [3]. Group 3: Market Fundamentals - The computer sector has shown signs of recovery in revenue and profit since the second half of last year, with institutional holdings at a multi-year low, creating favorable conditions for a rebound [4]. - The latest government plans emphasize accelerating AI and digital technology innovations, which are expected to empower various industries and enhance the supply of computing power, algorithms, and data [4].

1月9日，海南航空发布公告： 我司今日（2026年1月9日）上午10时左右，因系统临时故障，部分航线机票价格显示异常，我们对此给广大旅客带来 的不便深表歉意。 在发现该情况后，我司已第一时间紧急排查处理并完成系统修复，目前均已恢复正常。 在此期间，已售出的所有机票（支付成功并已出票）全部有效，旅客可正常使用。 我们将持续改进，确保系统稳定，为旅客提供更加安全、可靠的服务体验。 来源：海南航空 百万用户都在看 刚刚，利好突现！A50，异动！ 中共中央政治局常务委员会召开会议 伊朗，突发！大范围断网！ 责编：王璐璐 校对：高源 大动作！"国家队"，重磅出手！ 特朗普，突袭！刚刚，集体大跳水！ 港股，突发！高盛，最新发声！动能减弱？ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com ...