Market Overview - A-shares showed mixed performance with the Shanghai Composite Index dropping over 1% at one point, while the ChiNext Index surged by 1.27% by the end of the trading day [1] - The total trading volume in the Shanghai, Shenzhen, and North markets was approximately 2.86 trillion yuan, a decrease of nearly 400 billion yuan compared to the previous day [1] CPO Concept Surge - The CPO (Co-Packaged Optics) concept experienced a strong rally, with stocks like Jietong Technology and Zhishang Technology hitting the 20% limit up, and other companies like Juguang Technology and Tianfu Communication also seeing significant gains [3][4] Agricultural Sector Rise - The agricultural sector saw a notable increase, particularly in seed industry stocks, with Shen Nong Seed Industry rising nearly 13% and Qiu Le Seed Industry up over 10% [7][8] - The Ministry of Agriculture and Rural Affairs emphasized the importance of seed industry revitalization, aiming for significant breakthroughs during the 14th Five-Year Plan period [9] Precious Metals Sector Decline - The precious metals sector faced a sharp decline, with gold prices dropping nearly 5% to below $5200 per ounce and silver prices falling over 9% to below $105 per ounce [11][12] - Affected stocks included Xiaocheng Technology and various companies in the silver and copper sectors, which saw significant drops, with many hitting the limit down [13][14] Company-Specific Developments - Zijin Mining, a company with a market capitalization exceeding 1 trillion yuan, experienced a significant drop, nearing the limit down during trading [1] - Companies like Yuguang Gold Lead and Zhaojin Mining issued warnings about the risks associated with their rapidly rising stock prices, indicating that their fundamentals had not changed significantly [14][15]

中共中央政治局召开会议 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》 会议强调，今年是中国共产党成立105周年，是"十五五"开局之年。5家党组要以习近平新时 代中国特色社会主义思想为指导，坚持党中央集中统一领导，不折不扣把党的二十届四中全 会精神和党中央关于今年工作的决策部署落到实处。坚持稳中求进工作总基调，锚定"十五 五"时期经济社会发展重大战略任务，努力实现良好开局。加强党组自身建设，认真履行全面 从严治党主体责任，带头树立和践行正确政绩观。中央书记处要围绕中央政治局、中央政治 局常委会部署要求，立足职责抓好重点任务落实，高质量完成党中央交办的各项任务。 会议还研究了其他事项。 （ 新华社北京1月30日电） 来源：新华社 责编：万健祎 校对： 彭其华 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 ...

过去一年，深圳市场销售规模扩大，社会消费品零售总额再度突破万亿规模。2025年，深圳全市 社会消费品零售总额10259.93亿元，同比增长2.3%。分消费类型看，商品零售增长2.3%；餐饮收 入增长2.5%。基本生活类和部分升级类商品销售增势较好，限额以上单位文化办公用品类、金银 珠宝类、家用电器和音像器材类、通讯器材类、粮油食品类商品零售额分别增长19.5%、14.9%、 12.3%、8.9%、7.2%。网上零售较快增长，限额以上单位通过互联网实现的商品零售额增长 10.5%。 2025年，深圳货物进出口再创新高，全市进出口总额45533.89亿元，同比增长1.4%。其中，出口 27387.81亿元，下降2.6%；进口18146.08亿元，增长8.0%。高新技术产品出口增长10.1%。此外， 截至去年12月末，全市金融机构（含外资）本外币存款余额146346.95亿元，同比增长7.8%。金融 机构（含外资）本外币贷款余额99658.76亿元，同比增长5.1%。 1月30日，深圳市统计局公布2025年深圳经济运行情况。过去一年，深圳经济实现质的有效提 升和量的合理增长，新动能培育壮大，城市能级和核心竞争力大幅 ...

1月30日，重庆市第五中级人民法院一审公开宣判徐发启犯罪集团案。对被告人徐发启（又名徐老发） 判处死刑，缓期二年执行；对被告人张龙龙判处无期徒刑；对被告人罗玉军、习康强、刘世兵判处二十 五年至十四年不等有期徒刑，并相应判处没收财产、罚金等附加刑。 徐发启犯罪集团案一审宣判。 经审理查明，2019年以来，以徐发启为首要分子、罗玉军等武装头目为重要成员的犯罪集团，利用徐发 启在缅甸果敢地区的影响力，与电诈犯罪集团合作，陆续修建开设多个诈骗园区实施电信网络诈骗，涉 诈资金11余亿元，并在武装庇护过程中，伙同电诈犯罪集团故意伤害不服从管理的涉诈人员，致一人死 亡、一人轻伤。徐发启还结伙实施了走私、贩卖毒品等犯罪。 重庆市第五中级人民法院认为，被告人徐发启、张龙龙、罗玉军、习康强、刘世兵的行为分别构成诈骗 罪、故意伤害罪、走私、贩卖毒品罪等六项罪名。法庭根据各被告人犯罪的事实、性质、情节和对社会 的危害程度，依法作出上述判决。 END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 逾30股跌停！A股有色金属板块，大跌！ 丨 全线跳水！金价、银 ...

Core Viewpoint - Goldman Sachs is committed to long-term development in the Chinese market and is optimistic about the further opening of China's capital markets [1][4]. Group 1: Business Development in China - David Solomon, Chairman and CEO of Goldman Sachs, emphasized the company's ongoing commitment to the Chinese market, noting a significant recovery and acceleration in business activities [1][3]. - Solomon highlighted that international investors are regaining interest in China, which is reflected in the rising stock market [6][7]. - Goldman Sachs has been operating in China for over 30 years, engaging in various services including investment banking, asset management, and wealth management, with a notable focus on the Hong Kong market [3][4]. Group 2: Economic Insights - Solomon acknowledged that China's economy has met its growth targets, attributing this success to technological innovation, manufacturing, and exports, while suggesting that future growth will rely more on consumer spending [3][4]. - He expressed optimism about the potential for a more balanced and stable Chinese economy if consumer spending increases [3]. Group 3: Market Perspectives - Solomon stated that stocks are expected to outperform gold in the long term, despite current trends where central banks are increasing gold holdings for short-term adjustments [5][6]. - He noted that international capital is gradually returning to China, with expectations for a more balanced and open Chinese economy attracting more investments [6][7]. Group 4: AI Investment Trends - Solomon affirmed the long-term potential of AI, indicating that current investments differ from past trends as they are driven by profitable companies recognizing their business needs [8]. - He compared the current AI investment climate to the early internet era, suggesting that while there may be concerns about bubbles, the market will eventually clarify real demand [8].

A股有色金属板块大幅调整。 A股市场今天（1月30日）上午整体出现调整，创业板指逆市走高，截至午间收盘，涨0.8%。 具体板块方面，有色金属板块重挫，逾30股跌停，其中黄金和白银概念股掀起跌停潮，带动沪深股指走弱。与 之相对的是，种业概念股掀起涨停潮，成为上午市场主要亮点之一。 A股有色金属股批量跌停 逾30股跌停 A股市场今天上午整体出现调整，全市场超3800股下跌。主要指数方面，上证指数跌幅超过1%，深证成指、科 创50指数亦不同程度下跌；创业板指、北证50指数逆市小幅走强，其中创业板指涨0.8%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 4108.46 | -49.52 | -1.19% | | 399001 | 深证成指 | 14162.20 | -137.87 | -0.96% | | 881001 | 万得全A | 6755.85 | -91.43 | -1.34% | | 000680 | 科创综指 | 1821.26 | -9.84 | -0.54% | | 399006 | 创 ...

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。 今天（30日）凌晨，新疆富蕴县林业和草原局发布通报称，相关部门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。 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23日晚，新疆阿勒泰可可托海镇塔拉特村区域发生一起野生动物雪豹伤人事件。一名滑雪游客返回宾馆途中，在路边林带被雪豹咬伤，报警 后立即被送往富蕴县人民医院进行救治。 据悉，该区域近期已多次监测到雪豹活动踪迹，当地也持续发 ...

1月30日，国家统计局发布数据显示，2025年规模以上文化企业及相关产业企业（下称"文化 企业"）发展稳中向好，生产经营实现较快增长，营业收入规模实现新突破，其中，数字技术 赋能文化产业成效显著，文化新业态行业快速发展，文化企业经营效益稳步改善。 2025年，全国规模以上文化企业实现营业收入152135亿元，比上年增加10451亿元，增长7.4%。 对比2024年，增速加快1.4个百分点。 根据相关规则，文化核心领域包括新闻信息服务、内容创作生产、创意设计服务、文化传播渠 道、文化投资运营、文化娱乐休闲服务6个行业，文化相关领域包括文化辅助生产和中介服务、 文化装备生产、文化消费终端生产3个行业。 从公布数据看，前述领域中，内容创作生产、新闻信息服务和创意设计服务等行业增速分列前 三，分别为13.5%、13.2%%和12.3%；文化投资运营服务增长8.6%。 2025年，文化产业结构持续优化，新业态行业快速发展。据统计，文化新业态特征较为明显的16 个行业小类实现营业收入68253亿元，比上年增长14.3%，快于规模以上文化企业6.9个百分点。 潘旭华介绍，文化新业态行业对规模以上文化企业营业收入增长的贡献率 ...

Core Viewpoint - The performance of listed securities firms in 2025 is expected to show significant growth, with all 16 firms that have released earnings forecasts indicating positive results, driven by a recovery in the capital market and strategic business developments [1][7][14]. Group 1: Earnings Forecasts - Zhongtai Securities anticipates a net profit of 1.312 to 1.5 billion yuan for 2025, representing a year-on-year increase of 40% to 60%, attributed to a rebound in market activity and growth in wealth management and asset management [3]. - Huazhong Securities projects total revenue of 5.064 billion yuan for 2025, a 30.94% increase, with a net profit of 2.104 billion yuan, up 41.64%, due to enhanced core business efforts and market opportunities [4]. - Guosheng Securities expects a net profit of 210 to 280 million yuan, reflecting a growth of 25.44% to 67.25%, driven by increased revenues in brokerage, investment banking, and futures brokerage [5]. - Founder Securities forecasts a net profit of 3.86 to 4.08 billion yuan, with a growth rate of 75% to 85%, primarily due to increased income from wealth management and subsidiary operations [5]. Group 2: Performance Highlights - CITIC Securities reported a net profit of 30.051 billion yuan for the previous year, a 38.46% increase, maintaining steady growth despite a high base [8]. - Guotai Junan is expected to achieve a net profit of 27.533 to 28.006 billion yuan, with a year-on-year increase of 111% to 115%, leveraging brand advantages and operational synergies post-merger [8]. - The net profit growth rate of Guolian Minsheng Securities is projected at 406%, the highest among peers, indicating strong performance recovery [10]. Group 3: Market Context and Future Outlook - The overall performance of the securities industry is closely linked to the recovery of the capital market, with total trading volume in the Shanghai and Shenzhen markets exceeding 413.78 trillion yuan in 2025, marking a historical high [14]. - Analysts suggest that the securities sector is entering a golden period of dual recovery in valuation and performance, supported by favorable policies and an improving market environment [14]. - The current allocation of active funds in the non-bank sector remains significantly low, indicating potential for increased investment in the securities sector as market conditions improve [15].

Core Viewpoint - President Trump plans to engage in dialogue with Iran, expressing hope to avoid military action, while Iran demands the U.S. to cease provocations for genuine negotiations [1][4][5]. Group 1: Trump's Statements - Trump has initiated contact with Iran and intends to continue discussions, emphasizing military readiness as leverage [5]. - He has communicated two key demands to Iran: to refrain from developing nuclear weapons and to stop suppressing protesters [5]. Group 2: Iran's Response - Iranian President Raisi stated that for genuine diplomatic talks, the U.S. must halt its provocative actions [7]. - Iranian parliamentary speaker Qalibaf expressed skepticism about trusting Trump, indicating that negotiations cannot proceed without guarantees for Iran's economic interests [9][10].