Core Viewpoint - China Aerospace Science and Technology Corporation plans to promote the development of new fields such as space tourism, space digital infrastructure, space resource development, and space traffic management during the 14th Five-Year Plan period [1]. Group 1: Space Tourism - The company aims to accelerate the iteration of suborbital and orbital space tourism vehicles, complete relevant unmanned or manned flight validations, and establish a comprehensive space tourism operation system to achieve regular suborbital space tourism flights and gradually develop orbital space tourism [2]. Group 2: Space Digital Infrastructure - The goal is to build gigawatt-level space digital infrastructure, creating a new type of space system architecture that integrates cloud, edge, and terminal, achieving deep integration of computing power, storage capacity, and transportation capacity, enabling "sky computing" and "earth computing" [2]. Group 3: Space Resource Development - The company will conduct major project demonstrations for "Heavenly Works and Earthly Materials," building a comprehensive experimental and ground support system for space resource development, focusing on breakthroughs in key technologies such as small celestial body resource exploration, intelligent autonomous mining, low-cost transfer transportation, and in-orbit processing [2]. Group 4: Space Traffic Management - Efforts will be made to tackle key technologies for monitoring, early warning, and removal of space debris, laying a solid foundation for China to take the initiative in the formulation of international rules for space traffic management and ensuring the safe operation of space infrastructure [3].

Core Viewpoint - Yushu Technology has announced the launch of UnifoLM-VLA-0, a visual-language-action model aimed at enhancing physical interaction capabilities in humanoid robots, marking a significant evolution from traditional visual-language models [1]. Group 1: Product Development and Innovations - The UnifoLM-VLA-0 model is designed to evolve from general "image-text understanding" to a "embodied brain" with physical common sense through continued pre-training on robotic operation data [1]. - Yushu's humanoid robots have achieved the highest global shipment volume in recent years, indicating a significant leap in large-scale delivery [8]. - The company has launched a humanoid robot "App Store," allowing users to upload and share trained models for various skills, enhancing user experience and robot capabilities [14]. Group 2: Strategic Partnerships and Market Presence - Yushu has become the robot partner for the Central Radio and Television Station's 2026 Spring Festival Gala, marking its third collaboration with the event [1][3]. - The company has established a national flagship store in Beijing, allowing customers to experience and purchase robot products directly [10][14]. - Yushu Technology has completed its IPO counseling work, indicating its intention to enter the capital market, with established partnerships with several A-share and Hong Kong-listed companies [14]. Group 3: Achievements and Recognition - In 2025, Yushu hosted the world's first humanoid robot combat competition and won four gold medals, showcasing its leadership in the field [5]. - The company has successfully integrated its robots into various performance settings, including theater and concerts, allowing the public to experience the charm of robotics [6].

2026年以来，A股市场总体呈现较明显的结构性分化。一方面，科创类股票、有色金属类股票强势领跑，被市场戏称为"老登"的银行、白酒等 传统行业板块表现则明显滞后。 与此同时，个股的分化则更为明显，翻倍股与"腰斩"股均已陆续出现。 2026年以来指数和板块分化明显：科创、有色领跑 "老登"板块失落 2026年以来近一个月的时间里，尽管市场跌宕起伏，但A股市场总体呈现较大分化，这一分化首先体现在主要指数表现的差异上。 数据显示，A股市场主要指数中，中证500指数表现亮眼，2026年以来累计已上涨14.09%。据Wind数据，该指数成份股2026年以来不到一个月的时间合计 成交额超过11万亿元，超过2025年9月的月度数值。这意味着，该指数的成份股月度合计成交额将创出历史新高。 在中证500指数之外，科创50指数的表现也不遑多让，2026年以来累计涨幅已达12.16%，这是在此前一年该指数大涨的基础上。2025年，科创50指数已大 幅上涨35.92%。在指数大幅上行的同时，2026年以来科创板交投活跃度也随之进一步提升，不到一个月的时间里合计成交额已超过6万亿元，超过科创板 此前任何一个月份的月度成交额。 北证50指 ...

1月29日晚，*ST奥维（002231）发布公告，披露2025年度业绩预告，公司不仅面临全年持续 亏损的局面，还因触发交易类退市指标，收到深交所拟终止其股票上市的事先告知书，股票 将自1月30日起停牌。 据业绩预告， *ST 奥维预计， 2025 年全年公司实现净利润为 -2.66 亿元至 -1.33 亿元， 同比下降 188.41% 至 476.82% ；扣非归母净利润为 -2.3 亿元至 -1.15 亿元，同比下降 97.03% 至 294.05% ；利润总额为 -3.4 亿元至 -1.7 亿元，同比大幅下滑。 对于业绩持续亏损且降幅扩大的原因， *ST 奥维表示，一是子公司东和欣新材料产业（无 锡）有限公司金属制品业务处于停产、停工状态，同时公司通信设备制造业务规模缩减，综 合导致本年度收入同比大幅下降；二是第二大股东及其关联方资金占用问题未按约定解决， 相关债权回收存在较大不确定性，公司从谨慎性原则出发，计提了大额信用减值损失；三是 子公司东和欣新材料的存货被江苏大江金属材料有限公司非法处置，公司针对该部分存货确 认了相应的资产损失，进一步加剧了亏损。 作为曾涉足军工信息化、通信设备制造的上市公司， ...

Core Viewpoint - Multiple oil-related funds are suspending trading for one hour on January 30, 2026, due to significant premium pricing in the secondary market, aiming to protect investors from potential losses [1][2][3]. Group 1: Fund Announcements - GF Fund's oil fund (QDII-LOF, code: 162719) has seen a large premium in its trading price compared to its net asset value, prompting a warning about the risks of blind investment [1]. - Jia Shi Fund's oil fund (QDII-LOF, code: 160723) also reported a significant premium in its secondary market price, advising investors to be cautious [1][2]. - Yi Fang Da Fund's oil fund (QDII, code: 161129) indicated that its market price was significantly higher than its net asset value, with a net asset value of 1.1315 yuan on January 27, 2026, and a closing price of 1.437 yuan on January 29, 2026 [2]. - Hua An Fund's oil fund (LOF, code: 160416) has experienced a notable premium in its trading price, leading to a similar warning for investors [3]. Group 2: Trading Suspension Details - All mentioned funds will suspend trading from the market opening until 10:30 AM on January 30, 2026, with a potential for extended suspension if premium pricing does not decrease [1][2][3]. - Hua An Fund will also halt large purchases and regular investment plans starting January 30, limiting daily cumulative investments to 2 yuan [3].

Core Viewpoint - The article highlights the surge in international gold prices and the corresponding increase in gold recycling activities, indicating a strong market response to rising gold values [1][4]. Group 1: Gold Recycling Market - As of January 29, the gold recycling price reached 1223 yuan per gram, a significant increase from under 900 yuan in late October of the previous year, reflecting a dramatic rise in gold prices [4]. - The volume of gold recycling in January saw a month-on-month increase of over 30% compared to December of the previous year, driven by consumers capitalizing on high gold prices [4]. - Merchants are cautious about holding gold overnight due to the volatility in prices, fearing rapid declines that could lead to losses [7]. Group 2: Gold Jewelry Consumption - The World Gold Council reported that gold jewelry consumption in China for Q4 2025 is projected to be 82 tons, a year-on-year decline of 23% and a slight quarter-on-quarter decrease of 3%, marking the weakest performance since 2007 [9]. - Despite the decline in tonnage, the monetary value of gold jewelry consumption in Q4 reached 778 billion yuan, a year-on-year increase of 19%, indicating resilience in value despite lower volume [9]. - The rise in gold prices has led to an increase in the popularity of "fixed-price" gold jewelry, which includes design and craftsmanship in the pricing, making it more appealing to consumers despite higher costs compared to per gram pricing [10][12]. Group 3: Market Trends - Major brands have adjusted prices for "fixed-price" gold jewelry, with increases ranging from 200 to 1500 yuan per item, reflecting the rapid rise in international gold prices [10]. - There is a noticeable trend of consumers preferring "fixed-price" gold jewelry due to its perceived better design and stability in pricing, even as traditional per gram pricing remains prevalent [12]. - Reports indicate that popular gold jewelry items are experiencing stock shortages, with consumers lining up to purchase, demonstrating strong demand in the market [12].

Group 1 - Huawei announced a limited-time Spring Festival discount from January 29 to February 28, with discounts up to 4000 yuan on various models including Pura 80, Mate 70, and Mate X6 series [1][4] - The Pura X, launched in March 2025, is the industry's first wide-foldable phone, featuring a unique 16:10 aspect ratio and AI eye-tracking page-turning technology [6] - Huawei's market share has rapidly recovered, with the company returning to the top of the domestic smartphone market with a shipment of 12.5 million units and a market share of 18.1% in Q2 2025 [7] Group 2 - In the first half of 2025, Huawei reported revenue of 427.04 billion yuan, a year-on-year increase of 3.94%, while net profit decreased by 32% to 37.195 billion yuan due to significant R&D investments [7]

Group 1 - The core viewpoint of the article emphasizes the significant rise in precious metal raw material prices and advises collectors of commemorative coins to invest rationally and manage risks accordingly [1] Group 2 - The article highlights the recent surge in prices of precious metals, indicating a market trend that could impact investment strategies [1] - It serves as a reminder for investors to be cautious and consider the volatility in the precious metals market [1]

1月29日，A股市场整体走势分化。 沪深300今日主力资金净流出129.01亿元，创业板主力资金净流出171.69亿元。 2. 沪深300主力资金净流出近130亿元 截至收盘，上证指数收报4157.98点，上涨0.16%；深证成指收报14300.08点，下跌0.3%；创业板指收报3304.51点，下跌0.57%。两市合计成交32300.08亿 元，较上一交易日增加2645.98亿元。 1. 两市主力资金净流出超600亿元 3.食品饮料等行业实现主力资金净流入 今日沪深两市主力资金开盘净流出221.16亿元，尾盘净流出98.94亿元，两市全天主力资金净流出602.22亿元。 | | | 沪深两市最近五个交易日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | 尾盘净流入 | 超大单净买入 | | 2026-1-29 | -602. 22 | -221.16 | -98.94 | -296.09 | | 2026-1-28 | -274. 87 | -58.90 | -29.34 | -118. 55 | | 2026 ...

国务院办公厅日前印发《加快培育服务消费新增长点工作方案》（以下简称《工作方案》），旨在 优化和扩大服务供给，促进服务消费提质惠民，为经济高质量发展提供有力支撑。 《工作方案》提出三方面支持政策。一是聚焦交通服务、家政服务、网络视听服务、旅居服 务、汽车后市场服务、入境消费等重点领域，从优化服务供给、推进先行先试、创新消费场 景、加强人才培养等方面发力，激发发展活力。二是聚焦演出服务、体育赛事服务、情绪式 体验式服务等潜力领域，从健全激励机制、优化安全管理、培育优质品牌、建设平台载体等 方面着手，培育发展动能。三是通过健全标准体系、加强信用建设、强化财政金融支持等， 加强对培育服务消费新增长点的支持保障。 《工作方案》要求各地区、各有关部门加强政策设计，创新支持举措，优化服务消费环境， 根据需要制定出台具体服务消费领域支持政策。 全文如下： 国务院办公厅关于印发《加快培育服务消费新增长点工作方案》的通知 国办发〔2026〕2号 各省、自治区、直辖市人民政府，国务院各部委、各直属机构： 《加快培育服务消费新增长点工作方案》已经国务院同意，现印发给你们，请认真贯彻执行。 国务院办公厅 2026年1月25日 （本文有 ...