【 导读 】郁亮 从万科 辞职， 因到龄退休， 不再担任任何职务 中国基金报记者 忆山 1月8日，万科发布公告称，因到龄退休，郁亮于2026年1月8日向公司董事会提交书面辞职报告，申请辞去公司董事、执行副总裁职务。辞 去上述职务后，郁亮将不再担任公司任何职务。 根据《万科企业股份有限公司章程》等规定，郁亮的辞职报告自送达公司董事会之日起生效。郁亮已确认与公司董事会无任何意见分歧， 亦无其他事项需提请公司股东、债权人、深圳证券交易所或香港联合交易所有限公司关注。 万科表示，郁亮的辞职不会导致公司董事会成员低于法定人数，不会影响公司董事会的正常运作和公司的日常经营。公司将尽快完成董事 的补选工作。 公开资料显示，郁亮出生于1965年，1988年获北京大学学士学位，1997年获北京大学经济学硕士学位。 郁亮早年曾在深圳外贸集团工作，1990年加入万科，1994年起任公司董事，1996年任公司副总经理，1999年任公司常务副总经理兼财务 负责人。 2001年，郁亮接任王石成为万科总经理（总裁），标志着职业经理人制度在万科的全面落地。 2001年至2018年1月，郁亮任公司总裁；2017年7月至2025年1月，任公司董 ...

Group 1 - Zhao Dianlong appointed as Deputy Secretary and Director of China Railway Engineering Group Co., Ltd., nominated as candidate for General Manager, removed from the Standing Committee of China Railway Construction Group Co., Ltd. [1] - Chen Zhiming appointed as Deputy Secretary of China Railway Construction Group Co., Ltd. [2] - Sun Liqiang appointed as a member of the Standing Committee of China Railway Construction Group Co., Ltd. [3] Group 2 - Lin Cunzeng appointed as Deputy Secretary and Director of China Steel Research Group Co., Ltd., nominated as candidate for General Manager, removed from the Standing Committee of China CRRC Group Co., Ltd. [4] Group 3 - Zhao Tao appointed as a member of the Standing Committee of China Chemical Engineering Group Co., Ltd. [5] Group 4 - Liu Xueshi no longer serves as Chief Accountant of China Guoxin Holdings Limited, retired. [6] Group 5 - Zhang Zhenga appointed as an external director of China Chengtong Holdings Group Co., Ltd., Ma Liangjie no longer serves as an external director. [7] - Wu Aihong appointed as an external director of China International Technology and Intelligence Cooperation Group Co., Ltd. [8] - Zhu Ze appointed as an external director of China Agricultural Development Group Co., Ltd., Yang Youhong no longer serves as an external director. [9] - Huang Xudan appointed as an external director of China Forestry Group Co., Ltd. [10] - Tan Xinghui appointed as an external director of China Poly Group Co., Ltd., Guo Jianxin no longer serves as an external director. [11]

中共中央政治局常务委员会召开会议 听取全国人大常委会、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 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。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要以习近平新时代中国特色社会主义思 想为指导，深入贯彻党的二十大和二十届历次全会精神，认真落实四中全会部署，坚持党中 央集中统一领导，深刻领悟"两个确立"的决定性意义，增强"四个意识"、坚定"四个自信"、 做到"两个维护"，始终在思想上政治上行动上同以习近平同志为核心的党中央保持高度一 致，不折不扣把党中央各项决策部署落到实处。要锚定"十五五"时期经济社会发展的重大战 略任务，统一意志、形成合力，共同推进各领域工作，努力实现良好开局。树立和践行正确 政绩观，坚持为人民出政绩、以实干出政绩。加强党组自身建设，认真履行全面从严治党主 体责任，切实增强自我革命的自觉性坚定性。 会议强调，新的一年里，中央书记处要深入贯彻党的二十大和二十届历次全会精神，认真落 实四中全会部署，围绕中央政治局、中央政治局常委会部署要求，立足职责抓好指导开展党 内集中教育、完善党内法规制度建设、 ...

Group 1 - The core viewpoint of the article is the restructuring between China Petroleum & Chemical Corporation (Sinopec) and China Aviation Oil Group (CAOG), which has been approved by the State-owned Assets Supervision and Administration Commission of the State Council [2][3]. - CAOG is recognized as Asia's largest integrated aviation fuel service provider, involved in procurement, transportation, storage, testing, sales, and refueling of aviation fuel, while Sinopec is the world's largest refining company and China's top aviation fuel producer [3][4]. - The restructuring aims to create a "giant" in the aviation fuel sector, focusing on achieving full-chain integration from refining to wing, which is expected to reshape the competitive landscape of the domestic aviation fuel market [5]. Group 2 - In the first half of 2025, CAOG's subsidiary, China Aviation Oil (Singapore) Corporation, reported revenues of $8.56 billion, a growth of 13.6%, and a net profit of $50.04 million, an increase of 18.4% [4]. - The aviation fuel consumption in China is projected to approach 1 million barrels per day in 2025, with an annual market size of approximately $30 billion, making it one of the largest civil aviation markets globally [5]. - CAOG holds about 40% market share in the channel and terminal service segment, covering most major airports in China, while state-owned enterprises like Sinopec and China National Petroleum Corporation dominate approximately 81% of the aviation fuel production market [5].

Core Viewpoint - The article highlights the performance of the Hong Kong stock market on January 8, 2023, with a notable increase in MINIMAX's stock price ahead of its IPO, indicating strong investor interest in AI-related companies [2][9]. Market Performance - On January 8, the Hang Seng Index fell by 1.17% to 26,149.31 points, with a total market turnover of HKD 268.3 billion and net selling by southbound funds amounting to HKD 4.901 billion [2][3]. - The Hang Seng Technology Index decreased by 1.05%, while the Hang Seng China Enterprises Index dropped by 1.09% [3]. Sector Performance - The technology sector saw more declines than gains, with automotive dealership stocks collectively falling, while military stocks showed strength, particularly China Shipbuilding Defense, which rose by 6.59% [4][5]. Military Industry Outlook - A report from Guotai Junan indicates a positive long-term trend for the military industry, driven by the Chinese government's commitment to modernizing defense and military capabilities as outlined in the recent Central Committee meeting [6]. IPO Highlights - MINIMAX, an AI company, is set to debut on the Hong Kong Stock Exchange on January 9, 2023, with its shares trading at HKD 208.00 in the dark market, reflecting a 26.06% increase from the offering price [9][10]. - The IPO was significantly oversubscribed, with a subscription rate of 1,209 times for the public offering portion [12]. - Key cornerstone investors in MINIMAX include major funds and institutions, collectively subscribing to 18,034,240 shares, representing 71.03% of the offering [11]. Other IPOs - On the same day, three new stocks were listed on the Hong Kong Stock Exchange, with notable gains: Jingfeng Medical-B up by 30.90%, Tianshu Zhixin up by 8.44%, and Zhipu AI, the first global model company, up by 13.17% [8]. Company Ratings - Daiwa raised the rating for Goldwind Technology from "Hold" to "Outperform," citing potential investment returns and a share buyback plan that could support the stock price [14].

来源：中央纪委国家监委网站 据 中央纪委国家监委网站消息， 新疆生产建设兵团党委常委、副司令员李旭涉嫌严重违纪违 法，目前正接受中央纪委国家监委纪律审查和监察调查。 ...

Core Viewpoint - UBS is committed to providing diverse financial products and services to various clients, emphasizing a customer-first philosophy, and aims to help clients achieve their investment goals [2]. Group 1: UBS Greater China Conference - The 26th UBS Greater China Conference will be held in Shanghai from January 12, 2026, focusing on the theme "New frontiers: Growth in a transforming world" [5]. - The conference will discuss China's 14th Five-Year Plan, economic and policy dynamics, global positioning and strategic transformation, financial and industry development, technological advancements, and sustainable development [5]. - The event is expected to attract over 3,600 participants, including more than 2,300 global institutional investors, sovereign wealth funds, family offices, and private investors, with participating companies having a combined market value of approximately $4.3 trillion [5]. Group 2: Insights from UBS Executives - Sergio P. Ermotti, CEO of UBS Group, highlighted China's resilience and innovation in advanced manufacturing and artificial intelligence, presenting new opportunities for global investors [6]. - Hu Zhizhe, President of UBS China, noted a 32% year-on-year increase in international investor participation from the US, Europe, the Middle East, and Africa, reflecting a growing interest in the Chinese market [6]. - UBS has over 35 years of experience in the mainland Chinese market and 60 years in Hong Kong, positioning itself at the intersection of domestic and international capital market demands [6]. Group 3: Conference Activities - UBS will host a series of media events during the conference, featuring senior UBS executives, economists, and industry analysts discussing key topics [6]. - On January 13 and 14, 2026, the focus will be on the outlook for the Chinese stock market, macroeconomic trends, the AI industry, and the international expansion of Chinese enterprises [9][8].

据中国驻日本大使馆消息，1月8日， 吴江浩大使驳回日本外务事务次官船越健裕就中方加强军民两用 物项对日出口管制所提交涉 。 吴江浩强调，中方此举旨在维护国家安全和利益，履行防扩散等国际义务，完全正当、合理、合法。中 方的立场已经说得很清楚，将按既定步骤推进相关措施。 来源： 中国驻日本大使馆 ...

Core Viewpoint - Guangzhou is accelerating the construction of an advanced manufacturing city with a focus on strategic industries and innovation, aiming for significant progress by 2030 and a robust industrial system by 2035 [2][4]. Group 1: Strategic Industry Development - By 2030, Guangzhou aims to establish a modern industrial system with a new structure that includes trillion-yuan driving forces and significant improvements in quality and efficiency [4]. - The city plans to cultivate five strategic leading industries, including artificial intelligence, semiconductors, new energy, low-altitude economy, and biomanufacturing, to double industrial added value by 2035 [5][6]. - Six emerging pillar industries will be developed, such as smart connected vehicles and biomedicine, alongside four characteristic advantage industries [6]. Group 2: Technological Innovation and Infrastructure - Guangzhou will support the exploration of autonomous driving applications in public transport and the establishment of intelligent transportation demonstration zones [9]. - The city is focused on promoting the large-scale application of self-controlled automotive chips and enhancing the security of the supply chain [10]. - There will be a push for the construction of intelligent computing infrastructure and the development of a public computing center to support AI and digital transformation [11]. Group 3: Robotics and Advanced Manufacturing - The city will prioritize the development of embodied robots for various applications, including home services and industrial manufacturing [12]. - There is a strong emphasis on advancing third-generation semiconductor materials and promoting the manufacturing of high-value medical devices [13][16]. - By 2035, the robotics and intelligent equipment sector is expected to reach a scale of 300 billion [14]. Group 4: Aerospace and Satellite Development - Guangzhou aims to establish a liquid rocket assembly and testing base to support the development of reusable rocket technology [18]. - The city will encourage local universities and enterprises to participate in satellite constellation projects, fostering a complete commercial aerospace ecosystem [19]. - By 2035, Guangzhou plans to become a core area for integrated circuits and a significant player in the commercial aerospace sector [20][21]. Group 5: Superconducting Materials and Applications - The city will promote the application of high-temperature superconducting materials in various fields, including nuclear fusion and medical devices [22].

Core Viewpoint - Haiguang Information is building a large open ecosystem for domestic chips, aiming to establish a strong presence in the CPU industry and transition from chaotic competition to collaborative development in the AI computing sector [2][3][4]. Group 1: Company Growth and Revenue - As of January 8, 2026, Haiguang Information's market capitalization exceeds 560 billion yuan [3]. - The company achieved a revenue of 9.162 billion yuan in 2024, with projections suggesting it could reach around 20 billion yuan by 2027, establishing a foothold in the global CPU competition [3][9]. - From 2020 to 2022, Haiguang Information's revenue doubled, and in 2023, it maintained a growth rate of 17.3%. The revenue for 2024 is expected to grow by 52.4%, and by the first three quarters of 2025, it has already surpassed the total revenue of 2024, reaching 9.49 billion yuan, a year-on-year increase of 54.65% [6][8]. Group 2: Dual-Core Strategy - Haiguang Information is one of the few chip design companies with capabilities in both high-end general-purpose processors (CPU) and co-processors (DCU), having established a "dual-core" development strategy [3][9]. - The company has been iterating its CPU products approximately every 1.5 years to address performance bottlenecks, while also collaborating with various partners in the ecosystem to enhance product offerings [8][10]. - The DCU products, including the Deep Computing Unit (DCU), are designed to meet national strategic needs and have been well-received by clients and ecosystem partners [10]. Group 3: Ecosystem Development - Haiguang Information emphasizes the importance of building a collaborative ecosystem, having established the "Light Alliance" organization to integrate various partners across the chip, machine, software, and application sectors [21][23]. - As of December 2025, the Light Alliance has gathered over 6,000 partners and established 28 physical ecological adaptation centers, facilitating over 15,000 hardware and software adaptation testing projects [23]. - The company aims to create an open ecosystem that allows domestic users to gain confidence in the domestic chip industry, reducing reliance on foreign products [4][24]. Group 4: Future Challenges and Goals - The primary challenge for Haiguang Information is attracting more industry-leading manufacturers to the Light Alliance platform, ensuring that product development considers the strengths of all partners involved [24]. - The company has outlined its development phases, with the current phase (3.0) focusing on integrating with upstream and downstream partners to strengthen the domestic integrated circuit industry [4][24].