韩国的三星电子和SK海力士也获得了类似的进口许可。 此前，这些公司一直受益于美国针对对华芯片相关出口的广泛限制中的 豁免安排 ，但这类被 称为" 经验证最终用户（validated end-user） "的特殊资格已于去年 12月31日到期 ，因 此这些公司在 2026年 需要改为申请美国的 出口许可 。 台积电在声明中表示："美国商务部已向台积电南京授予一项年度出口许可证，允许受美国出 口管制的物项供应给台积电南京，而无需每家供应商分别申请许可证。"公司再次强调，该许 可"确保晶圆厂运营与产品交付不受中断"。 南京工厂主要生产 16纳米 以及其他 成熟制程 芯片，台积电在上海也设有一座芯片制造工 厂。 台积电在其 2024年年报 中称，南京厂贡献了公司整体营收约 2.4% 。 编辑：嘉颖 【导读】 台积电将向南京工厂输出芯片制造设备 中国基金报记者 泰勒 大家好，简单关注一下台积电南京的消息。 台积电周四表示，美国政府已向台积电发放一项 年度许可 ，允许其将 美国芯片制造设备 进 口至其位于中国大陆的南京工厂。公司声明中称，该批准" 确保晶圆厂运营与产品交付不受中 断 "。 深夜！茅台放大招：1499买飞天 ...

Core Viewpoint - The A-share market is expected to continue its upward trend in 2026, with a focus on technology growth, resource sectors, and high-dividend stocks as key investment themes [2][10][18]. Group 1: Market Outlook for 2026 - The overall A-share market is anticipated to remain strong, with a shift from a policy-driven to a fundamentals-driven growth narrative [12][20]. - The global monetary environment is expected to be supportive, with the U.S. in a rate-cutting cycle, providing liquidity for the market [19]. - Structural opportunities and upward pressures will coexist, with challenges increasing in complexity [8][19]. Group 2: Investment Strategies - A balanced allocation between value and growth stocks, as well as large-cap and small-cap stocks, is recommended for 2026 [14][25]. - The focus on technology growth remains strong, particularly in AI, semiconductors, and new energy sectors, benefiting from global capital expenditure expansion and domestic policy support [20][30]. - High-dividend stocks are seen as stabilizers in the investment portfolio, especially in a low-interest-rate environment [30][21]. Group 3: Key Sectors to Watch - AI is expected to remain a primary growth driver, with specific attention to areas such as optical communication, storage chips, and domestic computing power breakthroughs [27][30]. - The innovation drug sector is highlighted as a long-term focus, supported by domestic healthcare policies [28]. - Resource sectors, including industrial metals and precious metals, are projected to benefit from supply chain restructuring and AI demand [30][21]. Group 4: Hong Kong Market Outlook - The Hong Kong market is expected to experience a new trend driven by valuation recovery, profit growth, and a return to AI as a main theme [32][34]. - Key investment opportunities in Hong Kong are anticipated in technology, resources, and healthcare sectors, with a focus on high-dividend stocks [36][37]. - The influx of capital from mainland China is expected to continue supporting the Hong Kong market [33][34].

Group 1 - In 2026, China's manned space program will see the launch of Shenzhou 23 and Shenzhou 24 missions, with astronauts departing from the Jiuquan Satellite Launch Center to the Chinese space station [2][4] - The Tianzhou 10 cargo spacecraft will also be launched, and one astronaut from the Shenzhou 23 crew will conduct a long-term stay experiment lasting over one year [4] - The new generation crewed spacecraft "Dream Boat" will make its maiden flight, designed for near-Earth space station operations and manned lunar exploration missions [4] Group 2 - The Chang'e 7 probe will be launched to the Moon's south pole for surface environment surveys and water ice detection, potentially making China the first country to discover water on the Moon [6] - The Tianwen 2 probe is set to reach asteroid 2016 HO3 for exploration and sample collection, with a return to Earth expected by the end of 2027 [6] - The next five years are anticipated to bring unprecedented development opportunities for China's space industry, contributing more Chinese wisdom to the peaceful use of space [9] Group 3 - 2026 will mark a year of accelerated development for China's commercial space sector, with the establishment of the Commercial Space Administration leading to more active launch activities [8] - The progress of new rockets such as Lijian 2, Tianlong 3, and Double Curve 3 is highly anticipated [8]

来源：中国新闻网综合中国消防、新闻坊、中华人民共和国应急管理部、湘潭公安在线、寿光公安等 2026元旦假期开启 春节也已然不远了～ 不少人想买点烟花爆竹 增添节日氛围 朋友圈里也出现了 各种烟花爆竹的广告 但你知道吗 这可是违法的 已有多人因此被抓！ 多地警方披露相关案例 案例一 "小金鱼烟花" 、"顺风车灯笼"、"仙女棒"…… 这些名称充满趣味的物品，实则是未经许可、 非法储存的危险品。 据新闻坊报道，2025年11月以来，上海警方接连破获相关案件20余起，抓获违法犯罪嫌疑人20 余名，收缴非法烟花爆竹900余箱。 案例二 2025年12月24日，安徽淮南，民警发现一住户李某在 微信朋友圈招揽销售烟花爆竹 ，立即进 行核查，并在其住所内查获"加特林"等烟花爆竹共计135箱。目前，李某因非法储存危险物质 被依法行政拘留。 案例四 2025年12月16日，浙江武义，民警在开展社区警务工作中，获取有人利用微信贩卖烟花爆竹的 线索。经调查，在陈某某家中查获16个品种烟花爆竹共计76件。目前，违法行为人陈某某已被 依法行政拘留。 烟花爆竹 能否在朋友圈进行买卖？ 在朋友圈售卖烟花爆竹 不管有无销售许可证都涉嫌违法 案 ...

【导读】宏利投资管理Colin Purdie：中国市场对科技、创新的政策支持力度空前 中国基金报记者 吴娟娟 全球保险巨头宏利集团旗下宏利投资管理公开市场全球首席投资官 Colin Purdie 日前接受中 国基金报专访时表示，中国支持技术发展、创新和可持续增长的政策力度是空前的，这将推 动技术发展。关于中国的 " 十五五 " 规划 建议，他表示关注重点包括创新和技术、绿色能源 和消费升级。 Colin Purdie 为宏利投资管理公开市场全球首席投资官，常驻伦敦办公室。他领导公开市场 投资团队，负责公开市场投资流程的各个方面，以及股票、固定收益和解决方案导向型策略 的投资业绩。他还负责制定和实施公司的投资理念、风险管理，以及环境、社会和治理（ ESG ）整合工作。 此外，他认为，如今技术发展变得越来越 " 昂贵 " ，"不能再靠几个天才大学生发明什么 了"，能源成本、基础设施都需要巨额投入。技术发展的 " 自上而下和自下而上 " 路径不是 非此即彼，两者可以兼具。 中国已公布 " 十五五 " 规划 建议， Colin Purdie 提到三大关注领域。首先，创新和技术市 场将真正关注政府在这方面的支持。技术发 ...

Core Viewpoint - China Construction Bank has officially launched the Longying Plan, entering the FOF market to provide customized asset allocation services for investors [2][4]. Group 1: FOF Market Overview - The FOF market has seen rapid growth, with total assets reaching 235.544 billion yuan by the end of November 2025, marking an increase of nearly 70% compared to the end of 2024 [2]. - The entry of major banks like China Construction Bank is expected to stimulate further issuance of FOF products, potentially leading to a surge in the market [2][4]. Group 2: Longying Plan Details - The Longying FOF is designed to address the challenges of selecting funds, offering a one-stop asset allocation service that includes various strategies to balance risk and return [7][8]. - The Longying Plan features four main series of products: customized low-volatility multi-asset FOF, medium-low volatility multi-asset FOF, ETF-FOF, and global investment FOF [11]. Group 3: Market Trends and Drivers - The success of the招商银行 TREE Longying Plan has demonstrated the market potential for FOFs, encouraging other banks to follow suit [12]. - The shift towards customized FOFs is driven by the need for stable and professional investment tools in a low-interest-rate environment, aligning with the preferences of bank clients [12][15]. Group 4: Future Outlook - The trend of banks adopting customized FOFs is expected to continue, with predictions that this segment will become a key growth area for the FOF market over the next 2-3 years [17][18]. - The regulatory environment and increasing demand for stable returns from long-term funds like pension and insurance are favorable for the expansion of customized FOFs [18].

塞内加尔 外长谢赫·尼昂表示，塞内加尔坚定不移奉行一个中国原则，中华人民共和国政府是 代表全中国的唯一合法政府，台湾是中国领土不可分割的一部分。 俄罗斯 外交部在书面回答新华社记者提问时重申，俄方在台湾问题上的原则立场众所周知、 始终如一，并在最高领导层得到多次确认。俄方承认台湾是中国不可分割的一部分，反对任 何形式的"台独"分裂行径。俄方还认为，台湾问题是中国的内政，中方拥有捍卫国家主权和 领土完整的一切合法权利。"一些国家虽声称坚持一个中国原则，却主张维持现状——这实际 来源：新华社 综合新华社驻外记者报道：多国政府、政要近日纷纷发声，重申恪守一个中国原则，反对任 何形式的"台独"分裂行径及干涉中国内政的行为，坚定支持中国政府为维护国家主权和领土 完整所作的一切努力。 塞尔维亚 总统武契奇在视察中企承建的"多瑙走廊"快速路项目时说，塞尔维亚以全部政治力 量支持一个中国原则。他表示："台湾是中国领土不可分割的一部分。这是我们的立场，也将 继续是塞尔维亚的政策。" 印尼 外长苏吉约诺在接受新华社记者采访时表示，印尼政府始终坚持一个中国政策，承认中 华人民共和国政府是代表全中国的唯一合法政府。这一长期确立的立场 ...

Core Viewpoint - ST Keli Da's controlling shareholder intends to transfer 100% of its equity, which will lead to a change in the company's control [2][4]. Group 1: Shareholder and Stock Information - The controlling shareholder, Suzhou Keli Da Group, holds 112 million unrestricted circulating shares, accounting for 18.74% of the total share capital [4]. - The company's stock will be suspended from trading starting January 5, 2026, for a period not exceeding 2 trading days due to the ongoing planning of the equity transfer [4]. Group 2: Financial Performance and Risks - ST Keli Da has faced long-term operational pressure, with a significant decline in performance. In the first three quarters of 2025, the company reported revenue of 1.189 billion yuan, a year-on-year decrease of 30.48%, and a net profit attributable to shareholders of 98.8487 million yuan, down 683.61% [6]. - The company has experienced non-operating fund occupation by its controlling shareholder, with 170 million yuan transferred to a third party, which has been fully repaid by December 31, 2024 [6]. - As of November 12, 2025, the controlling shareholder and its concerted parties held a total of 274 million shares, representing 45.92% of the total share capital, with 136 million shares pledged, accounting for 49.59% of their total holdings and 22.77% of the company's total share capital [6]. Group 3: Market Performance - In 2025, ST Keli Da's stock price surged nearly 189%, closing at 8.38 yuan per share on December 31, with a total market capitalization of 5 billion yuan [7].

该指挥部在社交媒体上发布帖文说，这架飞机在委内瑞拉西部同哥伦比亚接壤的阿普雷州被 综合防空系统发现，它被用于贩运毒品。 委军方战略作战指挥官多明戈·埃尔南德斯·拉雷斯在帖文中说，此次行动针对违反委内瑞拉 航空法规的行为，飞机残骸在委内瑞拉与哥伦比亚接壤的边境地区附近一片森林中被发现。 委内瑞拉总统马杜罗2025年12月30日表示，该国玻利瓦尔国民武装部队24小时内截停9架运 毒飞机，创下纪录。 关 税 突 发！刚 刚， 特朗普，改口！ 来源：新华社 委内瑞拉玻利瓦尔国民武装部队战略作战指挥部2025年12月31日说，在该国西部击落一 架"试图侵犯委内瑞拉（领空）主权"的飞机。 ...

Core Viewpoint - A total of 7 companies in the A-share market have collectively announced their performance forecasts for 2025, with expected significant year-on-year growth, highlighting strong industry recovery and companies' capabilities in product upgrades, cost control, and strategic mergers and acquisitions [2]. Group 1: Company Performance Forecasts - Transfar Zhilian expects a net profit of 650 million to 700 million yuan, representing a year-on-year increase of 256.07% to 361.57%, driven by high-margin product focus and asset optimization [3][4]. - Tianci Materials anticipates a net profit of 1.1 billion to 1.6 billion yuan, with a growth of 127.31% to 230.63%, primarily due to the expanding demand for lithium-ion battery materials in the electric vehicle and energy storage markets [4]. - Guangku Technology forecasts a net profit increase of 152% to 172%, attributed to continuous investment in new product development and successful market expansion [5]. - Shougang Co. expects a net profit of 920 million to 1.06 billion yuan, with a growth of 95.29% to 125.01%, driven by high-end product transformation and cost reduction [5]. - Yilong Co. predicts a net profit of 8.29 billion to 8.89 billion yuan, with a growth of 77.78% to 90.65%, reflecting the recovery of upstream resource prices [7]. - Kidswant anticipates a net profit of 275 million to 330 million yuan, with a growth of 51.72% to 82.06%, driven by its expansion strategy and market penetration [5]. - Hualing Steel expects a net profit of 2.6 billion to 3 billion yuan, with a growth of 27.97% to 47.66%, despite facing a one-time environmental tax payment [5]. Group 2: Industry Trends - The lithium battery supply chain is experiencing a significant recovery, with companies like Tianci Materials and Yilong Co. showing strong performance linked to robust downstream demand and rising material prices [6][7]. - Tianci Materials' growth signals a strong demand for battery materials driven by the global energy transition and increasing penetration of electric vehicles [7]. - Yilong Co.'s performance reflects the recovery of market prices for its main product, potassium chloride, and the stabilization of lithium carbonate prices, indicating a positive trend for the lithium battery materials industry [7]. Group 3: Additional Company Insights - Lixun Precision has forecasted a net profit of 16.518 billion to 17.186 billion yuan for 2025, with a growth of 23.59% to 28.59%, driven by its strong position in the refrigeration and air conditioning components market [9]. - Sanhua Intelligent Control expects a net profit of 3.874 billion to 4.648 billion yuan, with a growth of 25% to 50%, supported by its leading position in the automotive parts sector [9]. - Zijin Mining anticipates a net profit of 51 billion to 52 billion yuan, with a growth of 59% to 62%, driven by increased production and rising sales prices of its main mineral products [10].