审议《中央政治局常委会听取和研究全国人大常委会、国务院、全国政协、最高人民法院、最高人民检察院党 组工作汇报和中央书记处工作报告的综合情况报告》 原标题：中共中央政治局召开会议 会议还研究了其他事项。 来源：新华社 责编： 王璐璐 校对： 冉燕青 中共中央总书记习近平主持会议 中共中央政治局1月30日召开会议，审议《中央政治局常委会听取和研究全国人大常委会、国务院、全国政 协、最高人民法院、最高人民检察院党组工作汇报和中央书记处工作报告的综合情况报告》。中共中央总书记 习近平主持会议。 会议对全国人大常委会、国务院、全国政协、最高人民法院、最高人民检察院党组和中央书记处2025年的工作 给予充分肯定，同意其2026年工作安排。会议认为，过去一年，5家党组坚持以习近平新时代中国特色社会主 义思想为指导，坚定维护党中央权威和集中统一领导，认真贯彻落实党的二十大和二十届历次全会精神，紧紧 围绕党和国家工作大局发挥职能作用，切实加强党组自身建设，为全年主要目标任务顺利完成、"十四五"圆满 收官作出积极贡献。中央书记处在中央政治局、中央政治局常委会领导下，认真贯彻党中央决策部署，积极履 职尽责，在完成党中央交办任务、加 ...

尼日尔首都机场区域遭袭，中国使馆发布安全提醒。 尼日尔首都机场区域遭袭 尼日尔国防部29日晚宣布，首都尼亚美迪奥里·哈马尼国际机场区域当天遭到"恐怖袭击"，尼国防与安全部队 进行反击，打死至少20名雇佣兵，并抓获11人。 尼日尔国防部发布通报说，当地时间29日零时左右，一支受到"远程操控"的雇佣兵小队对机场区域内的尼亚美 101空军基地发动袭击。袭击持续约30分钟。 通报说，这次事件造成4名军人受伤，部分装备受损，一处弹药库起火。袭击者在逃离过程中朝停机坪上的3架 民用飞机射击。 目前尼亚美局势已恢复平静。中国驻尼日尔大使馆29日发文提醒中国公民和企业关注安全形势，提高警惕，加 强防范。 迪奥里·哈马尼国际机场距离尼日尔总统府约10公里，内设空军基地，并设有由尼日尔、布基纳法索和马里三 国联合组建的部队总部。该联合部队旨在打击活跃于本地区的极端组织。 中国驻尼日尔大使馆：提醒中国公民和企业加强安全防范 尼日尔国防部发表声明称，1月29日凌晨，首都尼亚美101空军基地和尼亚美国际机场遭遇袭击，目前局势已得 到控制。 中国驻尼日尔使馆再次提醒中国公民和在尼侨胞密切关注安全形势，提高安全警惕，加强安防意识，提升安保 ...

Core Viewpoint - The agricultural sector is experiencing a significant rally, driven by expectations of rising prices for agricultural products and anticipation of the annual "No. 1 Document" policy announcement [1][4]. Group 1: Agricultural Sector Performance - As of January 30, the agricultural sector showed strong performance, with leading stocks like Nongfa Seed Industry hitting the daily limit, and other stocks such as Dunhuang Seed Industry and Denghai Seed Industry also achieving significant gains [2][3]. - The overall trend in the agricultural sector is buoyed by rising prices across various commodities, including pork and cotton, with the price of live pigs rebounding to 12.97 yuan/kg [3][4]. Group 2: Price Trends and Influencing Factors - The price of live pigs is influenced by seasonal demand, epidemic control, and policy adjustments, while grain prices are supported by the Federal Reserve's interest rate cuts and domestic minimum purchase price policies [4][5]. - The agricultural sector is expected to benefit from advancements in genetically modified crops and supply-side reforms in the seed industry, with the "No. 1 Document" anticipated to further stimulate market expectations [4][5]. Group 3: Market Dynamics and Future Outlook - The market anticipates that the surge in commodity prices will lead to a rebound in agricultural product prices, although there are concerns about the sustainability of this trend due to potential policy impacts and epidemic risks [5][6]. - The white chicken industry is facing high production capacity, while the yellow chicken sector is experiencing tighter supply, which may lead to price increases in the latter [5][6].

Core Viewpoint - The banking sector is focusing on "high-quality development" as they prepare for the 2026 operational year, emphasizing stability and improvement in various aspects of their operations [2]. Group 1: General Banking Trends - Banks are summarizing their achievements from the past year and the entire "14th Five-Year Plan" period, laying the groundwork for the upcoming year [1]. - There is a strong emphasis on enhancing financial support for key areas, effectively managing risks, and promoting digital transformation across multiple banks [2]. Group 2: Industrial Specifics - **Industrial and Commercial Bank of China (ICBC)**: Aims to strengthen its core business, improve quality and efficiency, and contribute significantly to the economy [3]. - **Agricultural Bank of China**: Prioritizes support for rural revitalization and urban-rural integration, with a focus on increasing credit supply in key areas [6]. - **Bank of China**: Plans to consolidate its global advantages and enhance its capabilities in global service and compliance management [8]. - **China Construction Bank**: Focuses on becoming a leader in technology finance and enhancing its risk management systems [9]. - **Bank of Communications**: Emphasizes the integration of AI in business processes and risk management [10]. - **Everbright Bank**: Aims to support key sectors and enhance its service to small and medium enterprises while ensuring financial stability [12]. - **Ping An Bank**: Positions technology as a core driver for development, focusing on improving operational efficiency [13]. - **Huaxia Bank**: Plans to accelerate digital transformation and strengthen risk compliance culture [14].

Core Viewpoint - Goldman Sachs remains committed to the development of its business in China, expressing optimism about the further opening of the Chinese capital market and the recovery of business activities in the region [1][2]. Group 1: Business Development in China - David Solomon, CEO of Goldman Sachs, emphasizes the company's long-term commitment to the Chinese market, having witnessed significant growth in various sectors since his first visit in the mid-1990s [2]. - The company has been operating in China for over 30 years, engaging in investment banking, fixed income, foreign exchange, commodities, stock trading, wealth management, and asset management [2][3]. - Solomon notes that the investment banking sector, particularly in Hong Kong, is experiencing positive growth due to the recovery of equity financing and increased demand for financial advisory services [3]. Group 2: Economic Outlook - Solomon acknowledges that China's economy has met its growth targets, attributing this success to technological innovation, manufacturing, and exports, while highlighting the potential for consumption to become a more significant growth driver in the future [2]. - He expresses encouragement regarding the ongoing opening measures in the Chinese capital market, which could attract more talent and capital, further promoting market development [3]. Group 3: Investment Perspectives - Solomon reiterates that stocks are expected to outperform gold in the long term, despite current trends where central banks are increasing gold holdings to adjust their dollar asset exposure [5]. - He believes that international capital is gradually returning to China, as evidenced by the recent rise in the Chinese stock market, and anticipates that by 2026, international capital allocation to Chinese assets will continue to increase [4][5]. - The discussion on AI investments highlights that the current funding is driven by profitable companies recognizing their business needs, contrasting with previous speculative bubbles [6].

据央视新闻消息，1月30日，中国海警局举行海警法颁布实施五周年海上执法专题访谈，中国海警局局长张建 明介绍相关情况。 上述报道显示，张建明已任中国海警局局长。 责编： 王璐璐 校对： 冉燕青 百万用户都在看 利好突袭！马斯克，重大宣布！欧盟也有大动作！事关商业航天 AI，突传重磅！四大巨头，同时出手！ 事关中美经贸磋商！刚刚，商务部发声！ 茅台发布声明 尾盘异动！A股，三大信号"闪现" 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 作 权 , 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 F 据介绍，五年来，中国海警累计动用舰艇55万艘次、航空器6000架次遂行海上维权任务，组织钓鱼岛领海巡航 134次，2025年 ...

Market Overview - On January 30, the market experienced a significant downturn, with the Shanghai Composite Index dropping by 40 points in early trading, and gold prices falling sharply by 4% to $5152.94 per ounce [1][2] - The decline was widespread, affecting various sectors including precious metals, lithium, rare earths, and photovoltaic equipment, with nearly 3,500 stocks in the Shanghai and Shenzhen markets declining [2] External Factors - President Trump announced plans to engage in dialogue with Iran, which may reduce upward pressure on oil and gold prices [1][3] - The US dollar index saw a substantial increase, rising nearly 0.5% to 96.65, which typically exerts downward pressure on commodity prices [3] - The potential nomination of a new Federal Reserve Chair, with Trump criticizing the current chair for not lowering interest rates, adds uncertainty to the market [4] Commodity Market Impact - The lithium carbonate and polysilicon contracts in the domestic market fell over 6%, while platinum and palladium contracts saw declines of 9% and 7% respectively [2] - LME copper prices dropped over 1.5%, and both WTI and Brent crude oil prices fell approximately 1% [2] Cryptocurrency Market - The cryptocurrency market faced severe losses, with Bitcoin plummeting nearly 8% to around $81,000 and Ethereum dropping over 9% to nearly $2,700 [2]

随着港股地产板块异动飙升，公募旗下地产主题基金正迎来业绩拐点。 2026年开年以来，随着公募基金经理对化工板块的坚定看好，相当程度上释放出地产板块基本触底的微妙信 号。以张坤为代表的多位明星基金经理，自2025年末便开始密切跟踪地产拐点信号，部分连续下跌五年、被公 募持续抛售的地产股，在去年末突然跻身基金抱团标的行列，进一步印证了行业拐点将至的判断。 公募人士研判，在热门赛道大幅上行之后，处于估值底部的地产股有望迎来资金补涨切换的机会。 化工异动激活地产，产业链共振效应吸引公募基金 2026年开年，A股市场周期股属性凸显，化工板块持续获得基金经理的密集调研、加仓及研究覆盖。在化工板 块热度攀升的同时，与之强关联的地产板块，股价走势在近一个月内逐步回暖。 1月29日，港股地产板块迎来爆发行情，其中地产物业服务板块集体大涨3.46%，内房地产开发板块涨幅更是 高达10.44%。个股层面，碧桂园收盘上涨16.36%，贝壳公司上涨7.56%，合景泰富、融创中国、富力地产、龙 光集团的涨幅分别达到40%、29.13%、20.75%、18.66%。 泉果基金一位基金经理表示，房地产作为国民经济的重要支柱产业，其影响范围不 ...

Core Viewpoint - The article discusses recent actions taken by the Trump administration, including the declaration of a national emergency and military deployments in the Middle East, indicating heightened tensions with Cuba and Iran [1][3][7]. Group 1: U.S. Actions Against Cuba - On January 29, President Trump signed an executive order declaring a national emergency, threatening to impose tariffs on goods from countries supplying oil to Cuba [2][3]. - The U.S. government is reportedly seeking "insiders" within the Cuban government to potentially destabilize the regime by cutting off oil supplies from Venezuela, which is crucial for Cuba's economy [3][4]. - Trump has indicated that if Venezuela's oil supply is lost, Cuba will struggle to sustain itself, suggesting a direct link between U.S. actions in Venezuela and the Cuban economy [4]. Group 2: U.S.-Canada Trade Tensions - Trump accused Canada of unfair treatment regarding the certification of U.S. aircraft and threatened to impose a 50% tariff on all Canadian aircraft exports to the U.S. if the issue is not resolved [6][4]. - In response, the U.S. will suspend the certification of Bombardier's Global series and all Canadian-made aircraft until the certification of Gulfstream aircraft is fully resolved [5][6]. Group 3: U.S. Military Deployment in the Middle East - The U.S. is significantly increasing its military presence in the Middle East, deploying at least ten naval vessels, including six destroyers and an aircraft carrier, amid rising tensions with Iran [7][8]. - The USS Delbert D. Black, a guided-missile destroyer, has arrived in the region, and additional military assets, including HC-130J search and rescue aircraft, are being sent, indicating preparations for potential military action against Iran [7][8]. - Iran has announced military exercises in the Strait of Hormuz, which may disrupt shipping activities, reflecting the escalating military readiness in the region [9][10].

借此提醒广大群众和游客，因冬季野生动物觅食困难，已多次在人类活动区域出现，请务必遵守安全提示，遇 到野生动物注意保持距离并及时报警，确保人身安全！ 1月30日，新疆富蕴县林业和草原局发布情况通报： 近日，新疆富蕴县可可托海镇塔拉特村区域发生滑雪游客被雪豹咬伤事件后，1月28日，该区域又有雪豹出 现，并闯入一牧民羊圈中咬死35只羊，咬伤5只。 为防止再次发生雪豹伤人伤畜事件，根据《新疆维吾尔自治区实施〈中华人民共和国野生动物保护法〉办法》 规定，富蕴县林业和草原局组织专业人员制订工作方案，根据雪豹习性，在牧民羊圈中安放诱捕笼，于1月29 日9时许将再次返回羊圈进食的雪豹捕获，并安全转运至富蕴县野生动物救助中心。 经专业人员初步检查判断，该雪豹同近日咬伤滑雪游客的雪豹为同一只，系两岁左右亚成体。据专家分析，该 年龄段雪豹冬季野外独立生存能力较弱，因山区积雪较厚，捕食困难遂靠近人类活动区域觅食。目前，该雪豹 健康状况良好，未发现伤病情况。富蕴县野生动物救助中心计划待天气转暖后，经科学评估，适时放归野外。 来源： 新疆富蕴县林业和草原局 责编： 王璐璐 校对： 冉燕青 百万用户都在看 利好突袭！马斯克，重大宣布！欧盟 ...