1 月 9 日，财政部官网公布《关于调整光伏等产品出口退税政策的公告》。 重点内容如下： 中国基金报 晨曦 综合整理 一、自 2026 年 4 月 1 日起，取消光伏等产品增值税出口退税。 二、自 2026 年 4 月 1 日起至 2026 年 12 月 31 日，将电池产品的增值税出口退税率由 9% 下调至 6% ； 2027 年 1 月 1 日起，取消电池产品增值税出口退税。 三、对上述产品中征收消费税的产品，出口消费税政策不作调整，继续适用消费税退（免） 税政策。 审核：木鱼 版权声明 《中国基金报》对本平台所刊载的原创内容享有著作权，未经授权禁止转载，否则将追究法律责任。 实际上，近年来市场上关于 " 取消光伏退税 " 的讨论不绝于耳。有业内人士指出，取消光伏 等产品的增值税出口退税，有助于行业 " 反内卷 " 、加速清退行业老旧产能，破解长期的低 价怪圈，带动产业链健康发展。 据市场监管总局近期消息，市场监管总局开展规范光伏行业价格竞争秩序合规指导。市场监 管总局通报了光伏行业价格违法问题和风险，并指出，当前光伏行业存在的低质竞争、同质 化重复建设等 " 内卷式 " 竞争行为，让企业普遍面临盈利困境 ...

来源： 国家金融监督管理总局 据中央纪委国家监委驻国家金融监督管理总局纪检监察组、山东省纪委监委消息：日前， 经中央纪委国家监委批准，中央纪委国家监委驻国家金融监督管理总局纪检监察组、山东省日 照市监委对原山东银保监局一级巡视员孙建宁严重违纪违法问题进行了立案审查调查。 经查，孙建宁理想信念丧失，对党不忠诚不老实，违反政治纪律，对抗组织审查；无视中 央八项规定精神，接受可能影响公正执行公务的旅游安排，违规接受宴请；违反组织原则，未 如实报告个人有关事项，违规为他人谋取人事利益；廉洁底线失守，收受可能影响公正执行公 务的礼品、礼金、消费卡，违规借用管理服务对象的车辆，拥有非上市公司股份，将应当由个 人支付的费用由他人支付；贪欲膨胀，大搞权钱交易，利用职务便利为他人在企业经营等方面 谋利，并非法收受巨额财物。 孙建宁严重违反党的政治纪律、组织纪律、廉洁纪律和生活纪律，构成严重职务违法并涉 嫌受贿犯罪，且在党的十八大后不收敛、不收手，性质严重，影响恶劣，应予严肃处理。依据 《中国共产党纪律处分条例》《中华人民共和国监察法》《中华人民共和国公职人员政务处分 法》等有关规定，经国家金融监督管理总局党委会议研究，决定给予 ...

来源：新华社 美国总统特朗普9日称，已取消此前预计的对委内瑞拉第二波军事打击。 特朗普在社交媒体上称，第二波打击"看起来不需要"。但出于安全保障目的，所有美 国舰船都留在原地。 ...

Group 1 - The core viewpoint of the article highlights the mixed performance of large technology stocks in the Hong Kong market, with significant movements in commercial aerospace stocks and oil stocks influenced by international oil price recovery and corporate restructuring news [2][4][5]. Group 2 - The Hang Seng Index rose by 0.32% to close at 26,231.79 points, while the Hang Seng Tech Index and the Hang Seng China Enterprises Index increased by 0.15% and 0.1%, respectively. However, for the week, the Hang Seng Index fell by 0.41%, the Hang Seng Tech Index by 0.86%, and the Hang Seng China Enterprises Index by 1.31% [5][7]. Group 3 - The Hang Seng Tech Index saw a mixed performance among its constituents, with Bilibili, Alibaba, and JD Group rising by 3.14%, 2.72%, and 2.6%, respectively, while Tencent, NetEase, Baidu, and Meituan experienced declines of 0.81%, 1.28%, 2.07%, and 2.48% [7][9]. Group 4 - Asia Pacific Satellite stocks surged by over 20% during the day but closed with a gain of 3.96%. This reflects the volatility and investor interest in the commercial aerospace sector [10][12]. Group 5 - The announcement of the restructuring between Sinopec and China Aviation Oil is expected to enhance the competitiveness of China's aviation fuel industry and support the green transition in the aviation sector. Sinopec is the world's largest refining company, while China Aviation Oil is the largest aviation fuel supplier in Asia [14][15]. Group 6 - The international oil prices have shown a rebound in the past two weeks, which has positively impacted oil stocks in the Hong Kong market [16][13]. Group 7 - Major airlines in Hong Kong, including China Eastern Airlines, China Southern Airlines, and Air China, saw declines of 4.16%, 3.47%, and 2.06%, respectively, due to a temporary glitch in ticket pricing by Hainan Airlines, which led to unusually low fares being displayed [20][21]. Group 8 - The Hong Kong Stock Exchange announced the launch of six new stock option categories set for January 19, 2026, aiming to expand the stock options market and provide investors with more choices. The average daily trading volume for derivatives reached a record high of 1,662,751 contracts last year, with stock options being one of the most actively traded products [22][23][24].

来源：央视新闻 近日，国务院反垄断反不正当竞争委员会办公室依据《中华人民共和国反垄断法》，对外卖平台 服务行业市场竞争状况开展调查、评估。 国务院反垄断反不正当竞争委员会办公室有关负责同志答记者问 近日，国务院反垄断反不正当竞争委员会办公室对外卖平台服务行业市场竞争状况开展调查、评 估。对此，国务院反垄断反不正当竞争委员会办公室有关负责同志答记者问。 问：请介绍一下国务院反垄断反不正当竞争委员会办公室宣布对外卖平台服务行业开展市场竞争 状况调查评估的相关背景和主要考虑？ 答： 党中央、国务院高度重视平台经济创新和健康发展。外卖平台服务行业作为我国平台经济的 重要组成部分，在促进消费、扩大就业、推动创新等方面发挥了重要作用。但近段时间以来，外 卖平台服务行业拼补贴、拼价格、控流量等问题突出，挤压实体经济，加剧行业"内卷式"竞争， 社会各方面反映强烈。为推动外卖平台依法合规经营、公平有序竞争，形成优质优价、良性竞争 的市场秩序，国务院反垄断反不正当竞争委员会办公室（以下简称委员会办公室）依据《中华人 民共和国反垄断法》规定，决定对外卖平台服务行业市场竞争状况开展调查、评估。 本次调查评估是委员会办公室表达竞争关注 ...

针对美国总统特朗普日前接受采访时关于台湾问题的言论，外交部发言人毛宁9日在例行记者会上说， 台湾是中国领土不可分割的一部分，台湾问题纯属中国内政，解决台湾问题是中国人自己的事，不容外 部干涉。 来源：新华社 ...

Market Performance - The A-share market showed strong performance with the Shanghai Composite Index stabilizing above 4100 points, closing up 0.92% on January 9, 2023 [2] - Total trading volume exceeded 3 trillion yuan, with 3920 stocks rising and 109 hitting the daily limit [2][3] AI and Healthcare Sector - AI application concept stocks surged, with companies like Yingtai Media and Shengguang Group hitting the daily limit [3] - The healthcare sector also saw significant gains, with stocks like Meinian Health and Guoxin Health reaching the daily limit following the announcement of ChatGPT Health by OpenAI [5][6] Commercial Aerospace Sector - The commercial aerospace sector continued its strong momentum despite a temporary market disturbance caused by rumors of a suspension of satellite ETF subscriptions [6][7] - Major stocks in this sector, such as China Satellite Communications, achieved significant gains, with some stocks hitting the daily limit [7] MiniMax IPO - MiniMax, a large model company, went public on the Hong Kong Stock Exchange, with its stock price soaring over 80% at one point, reaching approximately 300 HKD and a market capitalization exceeding 90 billion HKD [4] Market Sentiment - Despite the "small essay" rumor causing initial market fluctuations, the commercial aerospace sector quickly rebounded, indicating strong investor confidence [7] - Market participants humorously noted that the concept of "jumping water" does not apply to aerospace, reflecting a positive outlook on the sector's future [7]

【导读】海航回应系统故障：已售出的所有机票全部有效 中国基金报 晨曦 综合整理 1月9日，海南航空官微发布微博，对系统临时故障一事作出回应。 海南航空称，1月9日上午10时左右，因系统临时故障，部分航线机票价格显示异常，对此给广大旅客带来的不便深表歉意。在发现该情况 后，公司已第一时间紧急排查处理并完成系统修复，目前均已恢复正常。 同时，海南航空表示，在此期间，已售出的所有机票（支付成功并已出票）全部有效，旅客可正常使用。公司将持续改进，确保系统稳 定，为旅客提供更加安全、可靠的服务体验。 对此，网友纷纷表示"海航这波处理可以的，很大气""再来一次好不好"。 | ● tas 下次啥时候出 bug,能不能提前告诉我一声! 26-1-9 13:23 来自黑龙江 | ြ | 日 | | | --- | --- | --- | --- | | ■ ■:再来一次好不好。 | | | | | 26-1-9 13:39 来自上海 | ြ | ﻟ | לי | | _ | | | | | 26-1-9 13:07 来自上海 | ြ | F | לו | | · | | | | | 26-1-9 12:54 来自上海 | 1 ...

Group 1 - On January 8, the A-share market saw a collective decline in the three major indices, with the Shanghai Composite Index down 0.07%, the Shenzhen Component Index down 0.51%, and the ChiNext Index down 0.82% [4] - Despite the overall market decline, the stock ETF market experienced a net inflow of over 4.65 billion yuan, with a total of 1300 stock ETFs reaching a total scale of 4.93 trillion yuan [4][5] - The leading sectors included defense and military industry, commercial aerospace, controllable nuclear fusion, and the AI industry chain, while the large financial sector faced adjustments, particularly in insurance and brokerage [4] Group 2 - The top inflows on January 8 were led by the securities ETF from Guotai Fund with a net inflow of 1.128 billion yuan, followed by the Hang Seng Technology Index ETF and the non-ferrous metals ETF with inflows of 1.101 billion yuan and 1.035 billion yuan, respectively [5][6] - A total of 50 ETFs saw net inflows exceeding 100 million yuan, indicating strong investor interest in specific funds [5] - Conversely, broad-based ETFs experienced significant outflows, totaling 3.951 billion yuan, with the CSI 500 Index product leading the outflows at 1.367 billion yuan [9][10] Group 3 - The outlook for the market suggests that the current environment of loose domestic liquidity and low-risk interest rates is expected to continue, with anticipated steady growth measures to be implemented in the first quarter [11] - Investment strategies for January are recommended to focus on growth and large-cap styles, particularly in light of the upcoming Spring Festival [11]

来源：新华社、政事儿 据新华社消息，都拉斯警方8日说， 洪都拉斯国民议会大厦当天下午发生爆炸事件，国民议 会议员格拉迪斯·奥罗拉·洛佩斯受伤。 据洪都拉斯警方通报，爆炸事件发生在国民议会召开会议前数分钟。洛佩斯当时与多名议员 在议会大厦后方区域接受媒体采访，其间一枚爆炸装置从议会大厦外部被投掷进来，并在其 附近发生爆炸，导致她肩部、背部及头颈部受伤。随后，她被紧急送往首都特古西加尔巴一 家医院接受治疗。 洪都拉斯国家警察总局局长曼努埃尔·阿吉拉尔·戈多伊表示，警方已部署专业调查小组，尽 快查明肇事者身份，并依法追究相关责任。 洪都拉斯国会主席路易斯·雷东多通过社交媒体发表声明，强烈谴责发生在议会大厦的暴力行 为。 据洪都拉斯媒体报道，事发时议会大厦周边正有民众集会。 les & FR 点击下载中国基金报客户端 ■ 中国基金报内容矩阵 ■ 巅峰对话 投资热点说 ETF风向标 IPO情报站 fe o 1 ■ a a - 444 and 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND 开盘速递 港股日报 全球早班车 数说人物 √ � [ 8 a 4 a g a d 4 4 4 ...