智通财经APP获悉，西太平洋银行首席经济学家、前澳洲联储助理行长露西·埃利斯警告称，作为全球 首个在2026年开启紧缩周期的主要央行，澳大利亚储备银行(RBA)可能被迫在三月连续第二次加息。 澳洲联储于周二率先启动今年全球首次加息。交易员与经济学家普遍预期，待一季度通胀数据公布后， 该行将在五月会议上采取后续行动。对多数观察人士而言，下月即刻行动的门槛极高。 "我不能排除三月接连加息的可能性，"埃利斯周三在接受采访时表示。她的核心预测同样是五月行动， 但她补充道："如果从现在到三月会议期间的数据流显示出更强动能，那么，这可能就会发生。" 本周的加息标志着澳洲联储政策的急剧转向，该行正竭力遏制再度抬头的通胀。在下次会议前，政策制 定者将仔细研判一月通胀与就业报告，以及四季度工资和国内生产总值数据。 市场预期之所以集中于五月行动，是因为行长米歇尔·布洛克曾表示，联储利率决策委员会将更侧重于 季度通胀数据，而非尚未成为核心数据点的新月度系列。下一份月度数据将于2月25日公布。 "如果形势大致符合预期，我认为他们将获得按兵不动、等待至五月的缓冲空间。但我也注意到，从行 长的新闻发布会可以明显看出，他们预测中的通胀轨迹 ...

二、中国太平洋财产保险股份有限公司应按照有关规定及时办理变更及许可证换领事宜。 2026年1月30日，洛阳金融监管分局发布批复称，《关于中国太平洋财产保险股份有限公司洛宁支公司 变更职场地址的请示》(洛太保产〔2026〕01号)收悉。经审核，现批复如下： 一、同意中国太平洋财产保险股份有限公司洛宁支公司将营业场所变更为：河南省洛阳市洛宁县城郊乡 复兴路南(新都汇后100米2楼南侧)。 ...

Group 1 - The company announced that its annual report for 2025 will be disclosed on April 24, 2026 [1]

证券日报网讯 2月3日，太平洋在互动平台回答投资者提问时表示，公司无应披露未披露信息，有关公 司信息请以公告为准。本次变更股东申请尚需取得中国证监会核准，最终结果存在不确定性。公司将根 据进展情况及时履行信息披露义务。 （编辑 任世碧） ...

精锻科技（300258.SZ）2月3日在投资者互动平台表示，子公司宁波太平洋电控系统有限公司给氢燃料 电池车提供排氢阀等产品配套服务，具体信息以公司在指定的信息披露媒体上发布的公告为准，敬请注 意投资风险。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司在氢能源应用中提供什么产品？ ...

来源：市场资讯 针对上述提问，太平洋回应称："您好，公司2025年年度报告将于2026年4月24日披露，届时请关注。本 次变更股东申请尚需取得中国证监会核准，最终结果存在不确定性。公司如有涉及信息披露事项，将按 照相关法律法规及时履行信息披露义务。感谢您对公司的关注。" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 有投资者在互动平台向太平洋提问："请问25年公司业绩有没有翻倍，合并重组进展怎么样了？2026年 预期如何？" ...

Core Viewpoint - Major investment firms like BlackRock, Bridgewater Associates, and Pacific Investment Management Company are adjusting their portfolios in preparation for a new wave of inflation [1][13] Group 1: Investment Strategies - BlackRock is shorting U.S. and U.K. government bonds to hedge against potential failures in interest rate cut expectations [1] - Bridgewater Associates prefers equities over bonds, while Pacific Investment Management Company sees inflation-protected securities as a buffer [1] - The yield spread between regular U.S. Treasuries and inflation-protected securities widened significantly in January, reaching its highest level in months [1][13] Group 2: Economic Indicators - Market expectations indicate that strong U.S. economic performance may drive prices higher, especially if Kevin Warsh, nominated by President Trump, leads the Federal Reserve to implement faster and larger interest rate cuts [13] - Commodity prices are rising globally, and government borrowing is increasing, contributing to inflationary pressures [13] - UBS's Ben Pearson highlights that the "inflationary boom" led by the U.S. is a major risk underestimated by investors this year [13] Group 3: Market Perspectives - There is a stark contrast between cautious institutional views and mainstream market opinions, which suggest that inflation issues are under control post-pandemic [14] - In the Eurozone, investors believe inflation will stabilize around central bank targets, while the U.K. faces a more uncertain inflation outlook [14] - In Australia, rising domestic prices have led traders to bet on an interest rate hike, despite the recent history of rate cuts [14] Group 4: Diverging Opinions - Steven Williams from Amundi Asset Management believes inflationary pressures are easing, predicting that the U.S. Consumer Price Index (CPI) could fall below 2% this summer [16] - Conversely, Peter O'Shaughnessy from Lazard Group argues that U.S. inflation could rise above 4% by the end of the year, marking it as the most likely scenario [16] Group 5: Inflation Forecast Challenges - Current inflation predictions are exceptionally challenging due to renewed trade tensions and rapid technological advancements [17] - Investors must also navigate the unpredictable nature of Trump's sanctions on Iran, which have historically led to spikes in oil prices [17] - Recent reversals in commodity price trends add further uncertainty to short-term inflation forecasts [17] Group 6: Federal Reserve's Position - The Federal Reserve maintained interest rates last week, stating that inflation levels remain "slightly elevated" [18] - Simon White from Bloomberg emphasizes the difficult position Kevin Warsh will face, needing to justify either rate cuts or hikes amid rising inflation concerns [19] Group 7: Inflation-Protected Securities - Inflation-protected securities (TIPS) are viewed as a potential hedge against rising inflation, although they carry their own risks [21] - Pacific Investment Management Company considers TIPS a cost-effective "inflation insurance," despite current inflation rates exceeding central bank targets [21] - The long-term inflation breakeven rates remain low, suggesting that TIPS could provide good protection if inflation persists [21]

Core Viewpoint - Ningbo Jingda's performance in the first three quarters of 2025 was under pressure due to order confirmation timing, but the fourth quarter saw a revenue increase of over 30% quarter-on-quarter, with profit growth outpacing revenue growth. The company aims for a year-on-year growth of over 20%-30% in 2026, driven by factors such as the appliance replacement policy, overseas exports, and the consolidation of Wuxi Weiyan [1][3]. Group 1: Financial Performance and Growth Targets - The company reported a significant improvement in the fourth quarter, with revenue and profit both showing positive trends [3]. - The 2026 annual operating target is set for a conservative year-on-year growth of 20%-30% [3]. - Orders are expected to continue growing, following a record high in 2025, primarily due to the growth in heat exchange and new energy equipment [3]. Group 2: Industry Trends and Product Development - The trend of replacing copper with aluminum is beneficial for the company, particularly for microchannel equipment suitable for aluminum materials [4]. - The company is collaborating with leading domestic temperature control enterprises, such as Invec, to develop new products and enhance liquid cooling technology [5][6]. - The company plans to increase R&D investment in liquid cooling and establish a joint R&D team with clients to tackle technical challenges [5]. Group 3: North American Market Expansion - Wuxi Weiyan has become the only non-local mold supplier in North America for the company, facilitating significant orders, including over $10 million from Canadian clients for liquid cooling applications [7][10]. - The company is leveraging its position in the North American market to drive growth, with expectations of high growth rates [10]. Group 4: Strategic Initiatives and Acquisitions - The company has established a new division focused on emerging industries such as robotics, planning to develop screw devices and hollow cups, and considering mergers and acquisitions [2][11]. - The company is actively looking for acquisition targets, supported by its major shareholder, Tongshang Holdings Group [2][12].

格隆汇2月2日｜太平洋证券研报指出，中谷物流主要业务为集装箱物流服务，整合全国范围内的铁路及 公路资源，形成"公、铁、水"三维物流网络，建立了以水路运输为核心的多式联运综合物流体系。目 前，公司积极向集装箱货物运输的两端延伸，通过公路、铁路、物流园区等多种方式为客户提供集装箱 全程物流服务。具体可细分为，港到港服务和多式联运服务两种。截止2025年上半年度的各项数据拆分 为：多式联运服务收入占比例为51.4%；加权平均总运力为329万载重吨，加权平均自有运力占比 74.7%；自有运力占比，连续三年，逐年提升1-2个pct；外租运力，则逐年小幅递减。在25年公司把握 外贸运价上涨机会，把运力提供给外贸商锁定了一定的收益，导致毛利率同比大增。26年1月公司决 定，投资建造4+2艘6,000TEU集装箱船。看好公司此举，有望奠定未来业绩增长空间，继续维持"增 持"评级。 ...

市场持这一观点的核心原因，是预期美国经济的强劲表现将再度推升物价；尤其是若美国总统唐纳德・ 特朗普于上周五提名的下一任美联储主席凯文・沃什，带领政策制定者实施更快、更大幅度的降息，通 胀上行压力将进一步加大。 从全球范围来看，大宗商品价格上涨、各国政府大举发债以及人工智能领域的投资热潮，均在加剧这一 压力。年初以来，随油价上涨，市场通胀指标同步走高大宗商品价格上涨持续推升通胀压力。 瑞银集团高级交易员本・皮尔森指出，由美国主导的 "通胀型繁荣"，是今年被投资者严重低估的最大 风险。 贝莱德、桥水联合基金和太平洋投资管理公司的基金经理正调整投资组合，应对新一轮通胀来袭。 贝莱德旗下某基金正做空美国国债和英国金边债券，以防降息预期落空。桥水联合基金更青睐股票而非 债券，太平洋投资管理公司则看好收益率内嵌通胀调整机制的美国国债所提供的缓冲保护。 有越来越多的迹象印证了他们的担忧并非杞人忧天：1 月，普通美国国债与通胀保值债券的收益率利差 大幅飙升至数月以来的最高水平，另一项反映市场预期的指标 —— 通胀互换合约价格也出现上涨。 皮尔森称，若这一情景成为现实，美联储将在今年上半年 "完全按兵不动"，并迫使市场为下半年 ...