新华财经早报：1月22日

Group 1 - The Ministry of Finance and other departments announced a temporary exemption from personal income tax on capital gains from the transfer of CDRs by individual investors for the years 2026 and 2027 [1][1] - The Ministry of Industry and Information Technology reported that the first phase of 6G technology trials has resulted in over 300 key technology reserves, with the second phase of trials already initiated [1][1] - The State Administration for Market Regulation is overseeing the rectification of the logistics industry to promote fair competition and protect the rights of truck drivers [1][1] Group 2 - The National Energy Administration reported that electricity demand reached a winter record high of 1.168 billion kilowatts from January 19 to 21, a 12.2% increase from last year's peak of 1.041 billion kilowatts [2][2] - The Guangdong provincial government introduced policies to encourage the development of artificial intelligence in transportation, including support for autonomous driving technology and regulatory platforms [2][2] - Moore Threads announced an expected net loss of 950 million to 1.06 billion yuan for 2025, a reduction in loss of approximately 5.58 billion to 6.68 billion yuan compared to the previous year, representing a narrowing of 34.5% to 41.3% [2][2] Group 3 - The Danish "Academic Pension Fund" plans to sell $100 million in U.S. government bonds due to concerns over the U.S. fiscal situation [6][6] - The Japan National Tourism Organization reported a significant decline of 45.3% in the number of visitors from mainland China in December, totaling 330,400 [6][6] - The International Energy Agency projected that global oil demand will grow by 930,000 barrels per day in 2026, an increase from the previously estimated 860,000 barrels per day [6][6] Group 4 - Companies such as Yalun Technology expect revenues of 1.45 billion to 1.52 billion yuan for 2025, while Daikin Heavy Industries anticipates a net profit increase of 121.58% to 153.23% year-on-year [8][8] - JinkoSolar expects a net loss of 5.9 billion to 6.9 billion yuan for 2025, while other companies like Tianfu Communication and Hekang New Energy project significant profit increases [8][8]