元旦假期部分要闻

Group 1: Cross-Border Trade and Logistics - The State Council meeting emphasized the importance of cross-border trade facilitation in creating a top-tier business environment, focusing on efficient cross-border logistics and the integration of various transportation modes [1] - The meeting called for the promotion of green trade and the development of new business models such as cross-border e-commerce, while optimizing the regulation of special goods [1] - There is a push to enhance smart regulatory services, including the construction of smart customs and ports, and to advance the international trade "single window" for cross-border connectivity [1] Group 2: Hong Kong Stock Market Outlook - The Hong Kong stock market experienced a significant rise, with the Hang Seng Index increasing by 2.76% and the Hang Seng Tech Index by 4.00% as of January 2, 2026 [2] - A report from CITIC Securities indicates that a continued easing of global liquidity and supportive domestic financial policies are expected to drive market growth, with increased participation from individual investors [2] - The core logic supporting the bull market is anticipated to persist and even strengthen [2] Group 3: Public Fund Fee Reform - The China Securities Regulatory Commission announced the implementation of new regulations on public fund sales fees, effective January 1, 2026, marking the completion of a three-phase fee reform [3] - The reform is expected to save investors approximately 51 billion yuan annually, with an overall reduction in public fund fee levels by about 20% [3] Group 4: High-Quality Development of Power Grid - The National Development and Reform Commission and the National Energy Administration released guidelines for promoting high-quality development of the power grid, aiming for a new grid platform by 2030 [4] - Key targets include enhancing the capacity for resource optimization, with the "West-to-East Power Transmission" expected to exceed 420 million kilowatts and new inter-provincial power support capabilities of around 40 million kilowatts [4] - The guidelines also aim for renewable energy generation to account for approximately 30% of total power generation and to support over 40 million charging facilities [4] Group 5: Offshore RMB Exchange Rate - As of January 2, 2026, the offshore RMB rose above 6.97 against the US dollar, reaching a high of 6.9664, the highest since May 2023 [5] - In December 2025, the offshore RMB appreciated by 974 basis points, a 1.38% increase, with a total appreciation of 3,626 basis points or 4.94% for the year [5] Group 6: Warren Buffett's Retirement - Warren Buffett officially retired from his position as CEO of Berkshire Hathaway on December 31, 2025, while continuing to serve as chairman of the board and retaining a significant stake in the company [6] Group 7: U.S. Military Action in Venezuela - The U.S. military conducted a raid in Venezuela, capturing President Maduro and his wife, with plans to "manage" the country until a "safe" transition can be implemented [7]