受高原槽东移和冷空气共同影响,29日至31 日,我国中东部等地将现大范围雨雪天气过 程。据中国天气网气象分析师孙倩倩介绍， 本次过程具有影响范围大、部分地区降雪较 强、雨雪相态复杂等特点。雨雪影响波及超 25个省区市,多地局部有暴雪。 重点城市雨雪进程表 J. J. J. L. PHONDE FOR 点城市市四出品 == 日本气气 30 = 3115 十年 下午 夜间 夜间 FF NA 量量 早晨 TS = 兰州 = 8 * 太原 呼和浩特 郑州 正式汉 合肥 " " France 不同期 福州 从具体雨雪进程来看,29日,西北地区东 部、华北中西部至江南西部、华南等地将有 降水出现。30日,华北、黄淮中西部、西北 地区东部和南方大部都有雨雪。31日，降水 >> 伏达以细,以另,土安影响尔削司。 快来查收这份 南方降水主要影响时段为29日夜间至31日, 长江中下游等地降水相态较为复杂,将有雨 雪转换,湖北西部、湖南西部及贵州东部等 局地有冻雨。城市中,武汉、合肥、南京、 杭州或现雨夹雪,长沙和福州以降雨为主。 道路流清 出荷浦 提醒大家,受雨雪过程影响,陕西、山西、 河南、湖北等部分地区可能出现道路积雪或 结 ...

Macro Dynamics - The first APEC Senior Officials' Meeting in 2026 will be held in Guangzhou from February 1 to 10, marking the first formal event of APEC China Year [2] Energy Sector - By the end of 2025, China's total installed power generation capacity is expected to reach 389 million kilowatts, a year-on-year increase of 16.1%. Solar power capacity will reach 120 million kilowatts, up 35.4%, while wind power capacity will reach 64 million kilowatts, up 22.9% [3] Financial Institutions - China Construction Bank announced the appointment of Tang Shuo as the new vice president, with the approval from the National Financial Regulatory Administration [8] - Ping An Life increased its stake in China Life H-shares to 9.14%, acquiring 11.891 million shares at an average price of HKD 32.0553 per share, totaling approximately HKD 381 million [9] Market Data - On January 28, the A-share market showed mixed results, with the Shanghai Composite Index rising by 0.27% and the Shenzhen Component Index increasing by 0.09%. The total trading volume was approximately CNY 29,654.1 billion, an increase of about CNY 704.29 billion from the previous trading day [10] - As of January 27, the financing balance on the Shanghai Stock Exchange was CNY 1,365.541 billion, a decrease of CNY 12.58 billion from the previous trading day, while the Shenzhen Stock Exchange's financing balance was CNY 1,331.408 billion, down CNY 8.96 billion [11] - The Hong Kong stock market closed with the Hang Seng Index up 2.58% and the Hang Seng Tech Index up 2.53%, with significant gains in gold and real estate stocks [12] Company Dynamics - The wholesale price of Feitian Moutai has risen to approximately CNY 1,600 per bottle, an increase of CNY 35 from the previous day, marking a 7% rise from the recent low of CNY 1,495 [14] - ASML announced a restructuring of its technology and IT departments, potentially resulting in a net reduction of 1,700 jobs, primarily in the Netherlands and some in the United States [15] - Industrial Fulian expects a net profit attributable to shareholders of CNY 35.1 billion to CNY 35.7 billion for 2025, representing a year-on-year increase of 51% to 54% [16] - Hainan Mining is planning to acquire control of Fengrui Fluorine Industry through a combination of share issuance and cash payment, with stock trading suspended starting January 29, 2026 [17]

Group 1 - The Shanghai municipal government held a party style and clean government construction work meeting on January 27, with Mayor Gong Zheng in attendance [1] - Lu Shan, the Vice Governor of Zhejiang Province, has been appointed as a leader in Shanghai [2] - Lu Shan, born in May 1972, is a Han Chinese, holds a graduate degree, and is a member of the Communist Party [3] Group 2 - Lu Shan previously served as the Director of the Planning Department of the Ministry of Industry and Information Technology and became the Vice Governor of Zhejiang Province in March 2021 [4] - During his tenure as Vice Governor, Lu Shan was responsible for education, technology, commerce, foreign affairs, and port-related work, overseeing several provincial departments and institutions [4]

Core Viewpoint - The article discusses the recent adjustments in trading margins and price limits for precious metals, particularly gold and silver, in response to rising international prices and a declining US dollar index. It highlights the increased investment interest and the measures taken by financial institutions to manage risks associated with these investments. Group 1: Trading Adjustments - The Shanghai Gold Exchange has adjusted the margin level for silver deferred contracts to 20% and the price fluctuation limit to 19% [1] - The Shanghai Futures Exchange has also made changes to the price limits and margin ratios for gold, silver, and nickel futures contracts [1] - The Chicago Mercantile Exchange announced adjustments to margin parameters for certain silver, platinum, and palladium futures contracts, with some silver contracts now requiring a margin of approximately 11% of nominal value [1] Group 2: Market Performance - On January 28, gold futures prices on the New York Commodity Exchange surpassed $5300 per ounce, while domestic gold prices approached 1200 yuan per gram, marking a daily increase of 3.6% [2] - The precious metals sector saw significant stock price increases, with companies like Zhaojin Gold and China Gold hitting daily limits, and the gold stock ETF (159562) rising by 9.25% on the same day [2] - The futures market experienced an influx of nearly 4.7 billion yuan in precious metals, with 4.4 billion yuan flowing into Shanghai gold alone [2] Group 3: Banking Sector Adjustments - Banks have raised the investment thresholds for retail gold accounts and personal accumulation gold services, with several banks setting the minimum at over 1200 yuan per gram [4] - Investment suitability management has been strengthened, with banks adjusting the risk assessment levels for gold-related services to higher categories, reflecting a shift in the perception of gold from a stable savings alternative to a high-volatility risk asset [4][5] - More banks are expected to follow suit in increasing their risk assessment standards for gold investment services in 2026 [4] Group 4: Price Forecasts - Analysts predict that the declining US dollar index will be a significant factor driving gold prices higher, with the index recently dropping to around 95, a low not seen since February 2022 [6] - Citigroup has raised its silver price target from $100 to $150 per ounce, while the Royal Bank of Canada believes that the upward momentum for gold has not yet peaked, projecting potential prices of up to $7100 per ounce by the end of 2026 [6]

Core Viewpoint - The article discusses the "Three-Year Action Plan for Optimizing the Consumption Environment in Shenzhen (2026-2028)", which aims to enhance consumer experience and promote various sectors such as digital consumption, home improvement, and health services [1][2][4]. Group 1: Digital Consumption - The plan emphasizes the innovation and development of digital consumption, including the promotion of e-sports, social e-commerce, live-streaming e-commerce, and unmanned retail stores [1][3]. - It encourages the integration of AI into home appliances and smart home products, aiming to create flagship products in the smart home sector [4]. Group 2: Quality of Consumption - The action plan aims to improve consumption quality by promoting high-quality products and establishing quality grading zones in e-commerce platforms and large supermarkets [2]. - It also focuses on enhancing service quality in sectors like hospitality, health, and tourism through comprehensive evaluation metrics [2]. Group 3: Green Consumption - The plan promotes green consumption by expanding the scale of green electricity consumption and improving the service system for green electricity certificates [3]. - It encourages the development of a recycling system for used products and the promotion of second-hand trading in appliances and clothing [3]. Group 4: Home and Health Consumption - The plan aims to boost home consumption by creating smart home experience centers and promoting home renovation activities [4]. - It also focuses on developing international medical services and integrating health management for the elderly with various wellness activities [5]. Group 5: Financial Support and Credit Services - The plan includes measures to enhance financial support for service consumption and the elderly care industry, such as increasing consumer loan limits and extending loan terms [5]. - It proposes the expansion of credit application scenarios, offering flexible payment arrangements to consumers [6]. Group 6: Infrastructure and Internationalization - The plan outlines the development of multi-level commercial districts and consumer support facilities to enhance the shopping experience [6]. - It aims to create an international consumption environment by improving services for international visitors and expanding direct international flight routes [7].

AI行情仍在继续！ 1月28日，全球光刻机龙头阿斯麦（ASML）发布的财报显示，公司2025年第四季度净销售额达97亿欧元，创 纪录新高，超出市场预期。受人工智能芯片制造产能投资扩大推动，公司2025年第四季度的订单额达132亿欧 元，是分析师平均预期的2倍。阿斯麦还上调了业绩展望，预计2026年全年销售额将在340亿欧元至390亿欧元 之间，而分析师的预期为350亿欧元。 受上述强劲的财报刺激，美股夜盘交易时段，阿斯麦股价直线拉升，涨幅一度超过10% 。截至北京时间28日 15:50，阿斯麦的涨幅仍接近9%。若美股正式开盘后维持这一涨势，阿斯麦单日市值将增长超500亿美元，总 市值也将突破6000亿美元，再创历史新高。 另外，在欧洲股市，阿斯麦的股价涨超7%，创历史新高。 大超市场预期 阿斯麦预计，2026年第一季度公司的销售额在82亿欧元至89亿欧元之间，毛利率在51%至53%之间。 北京时间1月28日下午，阿斯麦（ASML）发布了2025年第四季度和全年业绩报告。数据显示，公司2025年全 年净销售额为327亿欧元，净利润为96亿欧元，均创历史新高。 更为亮眼的是，2025年第四季度，阿斯麦的净销售额为 ...

近期，网传深圳水贝黄金预定价平台"杰我睿"出现兑付困难。 1月28日，罗湖区工作专班发布情况通报： 近日，工作掌握辖区企业深圳市杰我睿珠宝有限公司（以下简称"杰我睿"）经营异常，引发关注。现将 情况通报如下： 一、我区高度重视，第一时间组建工作专班介入，督促企业履行主体责任。 二、目前，杰我睿负责人及相关核心管理人员均在岗，积极开展与投资人沟通、资产梳理和兑付等工 作。 三、针对投资人反映的诉求，工作专班正在核查中。 请公众理性对待网络信息，通过合法渠道进行投资，不信谣、不传谣。 综合自：深圳罗湖、澎湃新闻 责编： 王璐璐 校对： 盘达 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 突发！超2900架次航班，紧急取消！这一品种狂飙70%！特大风暴，突袭美国 跨界并购！牛股尾盘，封死涨停！A股又一信号闪现 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 ...

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 。 外交部回应外媒涉达尔文港报道：中企合法权益应受到充分保护 28日，外交部发言人郭嘉昆主持例行记者会。路透社记者提问称，中国驻澳大利亚大使警告称，如果阿尔巴 尼斯政府强制要求中资企业岚桥集团出售达尔文港，北京将采取报复措施。我们尚未找到该大使相关言论的正 式文字记录。请问外交部如何看待这些报道中的相关言论？ 郭嘉昆对此表示，中方愿意重申有关中国企业是通过市场的方式获得了达尔文港的租约，其合法权益应该受到 充分保护。 来源：环球时报 责编：刘珺宇 校对 ：杨立林 百万用户都在看 利好突袭！马斯克，重大宣布！欧盟也有大 ...

Core Viewpoint - The A-share market is experiencing significant net outflows from broad-based ETFs, despite strong overall market performance and high trading volumes [2][4][6]. Group 1: ETF Market Dynamics - On January 28, the trading volume of multiple broad-based ETFs surged, with total ETF trading reaching a record high of 762.8 billion yuan [3]. - As of January 27, 11 broad-based stock ETFs had net outflows exceeding 10 billion yuan each, totaling over 720 billion yuan in outflows [4]. - Major ETFs such as Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF faced net outflows exceeding 100 billion yuan each [4][6]. Group 2: Sector Performance - Despite the outflows from broad-based ETFs, sectors like non-ferrous metals, chemicals, electric grid equipment, semiconductors, and satellites have shown strong performance [4]. - Specific ETFs in these sectors, such as Southern CSI Nonferrous Metals ETF and Huaxia CSI Electric Grid Equipment ETF, have attracted over 10 billion yuan in net inflows [4]. Group 3: Market Trends and Investor Behavior - The A-share market is characterized by a clear divergence in performance, with indices like Sci-Tech 200 and Sci-Tech 100 performing well, while large-cap indices like CSI 300 and SSE 50 lag behind [6][7]. - The current market environment is marked by a strong "opening red" expectation, which supports investor confidence, despite significant net redemptions in broad-based ETFs [7]. - The growth of narrow-based, cross-border, and commodity ETFs contrasts with the decline in broad-based and bond ETFs, indicating a shift in investor preferences [4][8].

Core Viewpoint - The South China East Ying Huatai Baichuan CSI A500 ETF has been listed on the Hong Kong Stock Exchange, marking the first fund tracking the CSI A500 index to do so, providing an efficient cross-border investment channel for international investors [1][4]. Group 1: Fund Overview - The newly listed ETF primarily invests in the leading domestic fund "A500ETF Huatai Baichuan," facilitating international investors' access to the CSI A500 index [2][5]. - As of January 23, the A500ETF Huatai Baichuan fund has reached a scale of 466.84 billion yuan, ranking first among similar ETFs in the market, and has generated profits of 46.42 billion yuan since its inception, making it the only fund among its peers to exceed 45 billion yuan in profits [3][4]. Group 2: Market Context and Investment Strategy - There is a growing expectation for overseas funds to increase their allocation to Chinese assets, driven by stable domestic growth policies and improving economic fundamentals, positioning A-shares as an attractive investment direction for global capital [6]. - The CSI A500 index is characterized by its "industry-neutral" methodology, covering 35 secondary and 89 tertiary industries in the A-share market, with over 70% of its weight in new economy-related sectors, aligning with China's high-quality economic development and industrial upgrading [4][6]. Group 3: Index Characteristics - The CSI A500 index selects 500 securities with large market capitalization and good liquidity from various industries, balancing core leading assets with traditional pillar industries, thus representing the direction of China's economic transformation and emerging growth drivers [6][7]. - The index incorporates multiple considerations, including ESG evaluation and industry neutrality, while favoring industry leaders, allowing for balanced exposure to various sectors and capturing market opportunities without missing out on single hotspots [7].