建信期货股指日评-20260122

Report Information - Report Type: Stock Index Daily Review [1] - Date: January 22, 2026 [2] - Researcher: Nie Jiayi, He Zhuoqiao, Huang Wenxin [3] Market Review - On January 21, the Wind All A index rose with shrinking volume, opening with a fluctuating upward trend, moving sideways in the afternoon, and slightly falling at the close, closing up 0.57%, with over 3,000 stocks rising in the whole market. The CSI 300, CSI 500, and CSI 1000 closed up 0.09%, 1.12%, and 0.79% respectively, while the SSE 50 closed down 0.11%. In the futures market, the main contracts of IF, IC, and IM closed up 0.30%, 1.48%, and 1.36% respectively, and the main contract of IH closed down 0.06% (calculated by the closing price) [6] Market Outlook - Externally, Trump said his goal of controlling Greenland "will never change" and refused to rule out the possibility of taking Greenland by force. Denmark said it is formulating a plan to send up to 1,000 combat soldiers to Greenland in 2026. US Trade Representative Greer stated in Davos that he hopes to conduct another round of potential trade negotiations with China. Domestically, the Ministry of Finance and other departments announced a package of five fiscal and financial policies to promote domestic demand, aiming to boost consumption and expand private investment to drive effective demand. The National Development and Reform Commission said it is planning to promote a number of high - tech industrial landmark and leading major projects during the "15th Five - Year Plan" period, and it will comprehensively rectify "involution - style" competition to shift from price competition to value optimization. In terms of funds, the market volume shrank slightly today, generally maintaining at the level of 2.5 - 3 trillion. The support around the Shanghai Composite Index of 4,100 points is relatively solid. Overall, the market sentiment has weakened in the short term due to the regulatory attitude, but the state's support for the capital market has not fundamentally changed. As the expectation of domestic economic improvement strengthens, the slow - bull pattern of the A - share market is gradually stabilizing. Long - term bullish thinking should be maintained, and the overall strategy is to go long at low levels [8] Industry News - US Trade Representative Greer stated in Davos that he hopes to conduct another round of potential trade negotiations with China. Chinese Foreign Ministry Spokesperson Guo Jiakun said that China and the US should jointly implement the important consensus reached by the two heads of state to inject more stability and certainty into China - US economic and trade cooperation and the world economy. The Minister of Housing and Urban - Rural Development, Ni Hong, said that this year, in terms of urban renewal, the focus is on three key tasks: continuously promoting the renovation of old urban residential communities, comprehensively promoting the construction of complete communities, and carrying out the renovation of small - scale public spaces in cities to increase community parks and pocket parks around the people. This year, efforts will be made to stabilize the real estate market. In the next step, the focus is to orderly establish basic systems for real estate development, financing, and sales. In real estate development, the project company system should be implemented; in real estate financing, the lead - bank system should be promoted; in commercial housing sales, the spot - housing sales system should be promoted to achieve "what you see is what you get" [31]