Core Viewpoint - The article discusses the reaction of the Chinese Ministry of Defense to animated videos released by military enterprises from Sweden, the UK, the US, and Japan, which depict the sinking of Chinese naval vessels. The spokesperson emphasized that such self-congratulatory actions are unfounded and should be reconsidered by the involved parties [1]. Group 1 - The Swedish military enterprise has removed the related video, and the spokesperson urges other parties to take appropriate actions [1]. - The spokesperson referred to the behavior of these military enterprises as "self-indulgent" and expressed skepticism about their claims with the phrase "You wish" [1].

Core Viewpoint - Knowledge Planet has initiated a special governance action to address violations related to the capital financial market, responding to the requirements of the China Securities Regulatory Commission and the National Internet Information Office to maintain a stable economic environment and protect investor rights [1]. Group 1: Work Objectives - The governance action aims to strictly adhere to relevant laws and regulations, focusing on the elimination of false financial information, illegal securities investment advice, and malicious economic commentary [2]. Group 2: Key Areas of Rectification - Strictly prohibit malicious "doom-saying" and distortion of national economic policies, including the fabrication and dissemination of panic-inducing statements like "economic collapse" [3]. - Conduct thorough checks on "illegal economists" and unqualified courses, ensuring that only qualified individuals provide economic insights and that no illegal investment courses are sold [4]. - Harshly punish inducements for trend-following trading and market manipulation, including practices that promote speculative trading through misleading tactics [5]. - Prohibit the use of "sock puppet" accounts to create false engagement and the solicitation of users to engage in illegal stock recommendations outside of platform oversight [7]. - Ban the use of AI-generated false economic news and fabricated financial data [8]. Group 3: Disposal Measures - The platform will take immediate action to delete violations, remove illegal courses, and clean up non-compliant materials [9]. - Depending on the severity of the violations, measures may include account bans, feature restrictions, or even shutting down the offending groups [9]. - Evidence of suspected illegal activities will be collected and reported to regulatory authorities and law enforcement [9]. Group 4: Conclusion - Knowledge sharing must comply with legal standards, and investment discussions should be objective and rational. The platform encourages users to self-regulate and report any violations [10].

随着去年底出台的北京楼市新政显效，北京二手房成交量有所上涨，二手房挂牌量也出现新变化。 业内人士认为，近期北京二手房挂牌量有所回落，一定程度表明业主预期出现积极变化，市场筑底信号初显。预计春节后北京二手房市场或出现 温和复苏态势，2026年北京房地产市场整体将呈现"震荡筑底、结构性回暖"的运行态势。 证券时报记者多方采访了解到，最近两个月，北京二手房挂牌量明显回落，近一个月减少了6000多套，较市场最高点的16万套更是减少超过2万 套。 近2个月挂牌量明显回落 "最近二手房成交量多了，导致挂牌量下降了。"某头部中介北京通州区门店的工作人员告诉记者，价格低点的房子都卖出去了，现在成交价不会 像之前那样一套比一套低，谈价比较困难了。有部分业主觉得现在价格低于心理价位太多，选择主动下架房源，还有部分业主选择把房子出租。 北京东城区、丰台区、海淀区等多家中介门店的工作人员均对记者表达了类似的观点。 中原地产首席分析师张大伟对记者表示，最近两个月，北京二手房挂牌量确实回落了。据他统计，截至2026年1月28日，北京整个市场二手房挂 牌量约 14万套，较2025年12月的14.6万套减少了6000多套，距离2025年8月 ...

Core Viewpoint - The lithium battery industry is experiencing a strong recovery driven by explosive downstream demand, with a significant focus on long-term contracts between battery manufacturers and lithium iron phosphate (LFP) suppliers, indicating a shift towards value competition in the industry [3][5]. Group 1: Market Dynamics - The total disclosed sales contracts for lithium iron phosphate have reached 9.3694 million tons since last year, with many contracts extending to 2030 or beyond [3][6]. - Major contracts include a 305,000-ton agreement between CATL and Rongbai Technology, estimated at 120 billion yuan, highlighting the trend of long-term supply agreements [8]. - The industry is witnessing a structural imbalance, with severe overcapacity in low-end products while high-end products remain in short supply [4][18]. Group 2: Competitive Landscape - CATL has emerged as the largest buyer, signing contracts for over 7.5306 million tons of lithium iron phosphate since 2025, indicating a strong market position [8]. - Chuangneng New Energy has also made significant strides, securing a 130,000-ton order from Longpan Technology, making it the second-largest buyer after CATL [9]. - Hunan Youneng, previously a leading player, has not disclosed any long-term contracts recently, raising questions about its competitive strategy amidst the ongoing contract frenzy [10][12]. Group 3: Product Development and Innovation - The focus of long-term contracts is shifting towards high-pressure dense lithium iron phosphate products, which offer advantages in energy density and cycle life [15][16]. - The fourth-generation high-pressure dense lithium iron phosphate is expected to enhance battery performance significantly, with a projected energy density increase of 15%-20% compared to third-generation products [16]. - Companies like CATL and BYD are actively developing high-pressure dense lithium iron phosphate technologies to maintain competitive advantages in the market [17][19]. Group 4: Future Outlook - The global demand for lithium batteries is projected to grow significantly, with an expected increase in output from 186 GWh in 2020 to 3,540 GWh by 2030, indicating robust market growth [9]. - The industry is entering a new phase of expansion, with multiple companies announcing plans to increase production capacity for high-end lithium iron phosphate products [19]. - The competition for high-end lithium iron phosphate is intensifying, with companies needing to keep pace with rapid product iterations from battery manufacturers to avoid being left behind [19].

转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes 商务部1月29日举行例行新闻发布会。有记者问：美国贸易代表日前在达沃斯表示，在可能举 行的中美领导人会晤之前，中美双方有机会开启新一轮经贸谈判。请问商务部对此有何评 论？ 商务部新闻发言人何咏前表示，2025年，在中美两国元首战略引领下，中美双方秉持平等、 尊重和互惠的精神，先后开展了五轮经贸磋商，取得一系列积极成果，充分证明中美双方通 过平等对话磋商，能够找到解决经贸分歧的办法。两国元首釜山会晤后，双方通过中美经贸 磋商机制在各层级持续保持沟通，共同推动落实元首会晤重要共识和吉隆坡经贸磋商成果。 下一步，中方愿与美方共同维护好、落实好两国元首重要共识，用好中美经贸磋商机制，管 控分歧、推进合作，促进中美经贸关系稳定、健康、可持续发展。 责编：叶舒筠 校对： 王蔚 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 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 集体大涨！GEO概 ...

国务院新闻办公室于2026年1月29日（星期四）上午10时举行新闻发布会，请国家发展改革委 副主任李春临，交通运输部新闻发言人、运输服务司负责人高博，应急管理部新闻发言人、 新闻宣传司司长申展利，中国气象局新闻发言人、减灾服务司司长王亚伟，中国民航局运输 司司长徐青，国铁集团客运部主任朱文忠介绍2026年春运形势和工作安排。 今年春节假期，高速9天免费 高博在发布会上表示，今年春节假期，从2月15日0时至2月23日24时，也就是农历腊月二十八、 除夕、初一到初七这9天假期，全国高速公路将对七座及以下小型客车免收车辆通行费。 春运期间将多措并举保障新能源汽车充电需求 高博表示，截至2025年年底，全国新能源汽车保有量达4397万辆，其中2025年新注册登记的新能 源车1293万辆，新能源汽车特别是纯电动汽车的加快普及，对高速公路充电服务保障提出更高要 求。春运期间，交通运输部将综合采取增设移动式应急充电设备，利用高速公路出入口周边的充 电设施进行充电，优化单车充电时长等相关服务举措，努力保障新能源车主充电需求。 春运期间将加强重点设施、重点时段能源电力供应保障 李春临表示，针对春运高峰期间交通运输需要持续满负荷 ...

Core Viewpoint - In 2025, several foreign public funds achieved significant excess returns, with clear positioning in technology growth and resource sectors, reflecting strong stock selection and allocation capabilities [1][3]. Group 1: Performance of Foreign Public Funds - Multiple foreign public funds recorded impressive gains in 2025, with standout performances from products like BlackRock Advanced Manufacturing A, which rose 63.34%, and Robeco Resource Select A, which surged 97.28%, indicating strong grasp of structural market trends [3]. - The overall portfolio structure of these funds remains centered on manufacturing, while maintaining high attention to technology growth and resource opportunities [3]. Group 2: Specific Holdings and Strategies - BlackRock Advanced Manufacturing A focused heavily on manufacturing, with key technology stock positions in Q4 including Zhongji Xuchuang and Lixun Precision, leaning towards high-end manufacturing [3]. - Fidelity Low Carbon Growth A also prioritized manufacturing, with significant holdings in companies like Xinyi Solar and Shanghai Fudan, balancing low-carbon transition and technology growth [3]. - Robeco Resource Select A displayed a more diversified portfolio, investing in materials and mining sectors, with major positions in Zijin Mining and China Aluminum, highlighting a clear focus on commodities and related industries [3][4]. Group 3: Market Outlook and Strategic Adjustments - Foreign institutions are optimistic about the medium to long-term opportunities in resource sectors while making structural adjustments in technology investments, believing in the ongoing value reassessment of Chinese stocks amid economic transformation [6]. - Robeco Resource Select's manager expressed confidence in the resource sector, anticipating further market expansion in 2026, which will provide more options for portfolio allocation [6]. - Schroders China Power's managers indicated a strategy shift from high-expectation technology sectors to undervalued non-bank financials and chemicals, reflecting a rebalancing of their investment approach [6]. Group 4: Focus on Technology and Future Expectations - The AI sector's profit expectations have been revised upward, but stock performance remains subdued, leading to a cautious approach towards further investments in AI hardware while increasing exposure to application sectors and related supply chains [7]. - Allianz China Select's manager highlighted a sustained high equity position, focusing on quality technology assets as key drivers of value reassessment in Chinese stocks, with expectations for continued excess returns in 2026 [7].

1月29日，上海召开市政府新闻发布会，介绍长三角生态绿色一体化发展示范区（简称"示范 区"）"十四五"时期的建设成果以及"十五五"开局之年的重点工作安排。证券时报记者从发布会上 获悉，"十四五"时期，示范区GDP年均名义增速7.3%，其中，2025年GDP达到5716亿元。 发布会还透露，示范区正共建全国首个跨省域高新区，该高新区主攻新一代信息技术首位产业， 做精智能装备产业、做优绿色新材料产业，培育布局未来产业新赛道。 高新技术企业数量增至3713家 示范区在共建全国首个跨省域高新区方面也迈出新步伐。上海市科委副主任屈炜在发布会上介 绍，长三角青吴嘉高新技术产业开发区近日由两省一市人民政府正式批复命名。青吴嘉高新区主 攻新一代信息技术首位产业，做精智能装备产业、做优绿色新材料产业，培育布局未来产业新赛 道。同时，创新推进"五统一"的高新区管理机制，即：制定统一的发展战略规划，出台统一的支 持政策，搭建统一的统计平台，建立统一的跨域管理机制，推进统一的制度创新集成，积极推进 青吴嘉高新区加快实现高质量发展。 目前，青吴嘉高新区主导产业营收占园区营收比重达50%，规上工业总产值1474亿元，营业收入 2640亿 ...

Market Overview - The Shanghai Composite Index experienced narrow fluctuations, while the STAR 50 Index saw a significant decline. The total trading volume in the A-share market exceeded 3 trillion yuan, returning to above 30 billion yuan [1] - The Shanghai Composite Index closed up 0.16% at 4157.98 points, with the SSE 50 Index rising 1.65%. The Shenzhen Component Index fell 0.3%, and the ChiNext Index dropped 0.57%. The STAR 50 Index fell over 3% [1] Sector Performance Alcohol Sector - The alcohol sector witnessed a notable surge, with approximately 20 stocks hitting the daily limit. Notable performers included Gujing Gongjiu, Shanxi Fenjiu, Wuliangye, and Luzhou Laojiao, with Kweichow Moutai rising nearly 9% to surpass 1400 yuan [3][5] - Institutions indicate that as the Spring Festival approaches, demand for inventory is gradually increasing, and the stabilization of prices from leading liquor companies is becoming evident. This is expected to lead to a valuation recovery in the liquor sector post-Spring Festival [5] Financial Sector - The financial sector also showed strength, with significant gains in insurance, banking, and brokerage stocks. China Ping An rose over 5%, while China Pacific Insurance and China Life increased by over 4% and nearly 3%, respectively [8] - The banking sector is expected to maintain its appeal due to high dividends and low valuations, despite recent passive fund outflows causing some disturbances in liquidity [9] - The brokerage sector is anticipated to continue its upward trajectory, supported by strong fundamentals and potential catalysts from favorable financial policies [9] AI Application Sector - The AI application sector was notably active, with companies like Yinsai Group and Tianlong Group hitting the daily limit, and BlueFocus reaching a historical high with a nearly 15% increase [11][13] - The demand for computing power is expected to rise due to the rapid iteration of AI models and applications, indicating a positive outlook for the AI application and computing power sectors [13]

1月29日上午，国家主席习近平在北京人民大会堂会见来华进行正式访问的英国首相斯塔默。双方同意 中英要发展长期稳定的全面战略伙伴关系。 责编：万健祎 校对： 王蔚 斯塔默转达查尔斯三世国王对习近平主席的问候。斯塔默表示，很高兴成为8年来首位访华的英国首 相。此次我率60多位英国重要工商、文化界代表访华，足以展现英中合作的广度和英方致力于深化扩大 对华合作的决心。英中是世界重要经济体和联合国安理会常任理事国，在当前动荡脆弱的国际形势下， 英方本着相互尊重、相互信任精神同中方建立长期稳定的全面战略伙伴关系至关重要。英方在台湾问题 上长期奉行的政策没有改变，也不会改变。英方愿与中方保持高层交往，密切对话交流，加强贸易、投 资、金融、环保等各领域合作，助力彼此经济增长，为两国人民带来福祉。人民交往越密切，越有利于 增进了解，英方愿同中方共同推动两国立法机构等各界加强交往。香港繁荣稳定符合两国共同利益，英 方乐见香港成为英中之间的独特重要桥梁。中国在国际事务中发挥着关键作用，英方愿同中方就应对气 候变化等全球性挑战加强合作，共同维护世界和平稳定。 王毅参加会见。 （ 新华社北京1月29日电 ） 来源：新华社 习近平指出， ...