金元证券每日晨报-20260130

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index rising by 0.16% to 4,157.98 points, while the Shenzhen Component Index fell by 0.30% to 14,300.08 points, and the ChiNext Index decreased by 0.57% to 3,304.51 points. The total trading volume in the Shanghai, Shenzhen, and Beijing markets exceeded 32 trillion yuan [10][5]. - In the Asia-Pacific market, the Hong Kong Hang Seng Index increased by 0.51% to 27,968.09 points, while the Hang Seng Tech Index dropped by 1% to 5,841.1 points. The Nikkei 225 Index rose by 0.03% to 53,375.60 points, and the KOSPI Index in South Korea increased by 0.98% to 5,221.25 points [10][5]. - In the European market, the German DAX Index fell by 1.92% to 24,347.16 points, while the French CAC40 Index rose by 0.06% to 8,071.36 points, and the UK FTSE 100 Index increased by 0.17% to 10,171.76 points [10][5]. - In the US market, the Dow Jones Industrial Average rose by 0.11% to 49,071.56 points, while the Nasdaq Composite Index fell by 0.72% to 23,685.12 points, and the S&P 500 Index decreased by 0.13% to 6,969.01 points [10][5]. International News - The US federal government is facing a partial shutdown crisis as the Senate failed to advance a government funding bill that had been passed by the House of Representatives. Funding for several federal departments is set to run out on January 30 [9]. - South Africa is considering imposing tariffs of up to 50% on vehicle imports from China and India to protect its domestic automotive industry from the surge of low-priced imports. In 2024, vehicles imported from China accounted for 53% of South Africa's total vehicle imports, while those from India made up 22% [9]. - OpenAI is seeking to raise up to $100 billion to support its growing AI business, with Nvidia negotiating a potential investment of up to $30 billion, Microsoft planning to invest less than $10 billion, and Amazon possibly investing up to $50 billion [9]. Domestic News - The State Council has issued a plan to accelerate the cultivation of new growth points in service consumption, proposing 12 policy measures to stimulate development in key areas such as transportation, housekeeping, online audio-visual services, tourism, and the automotive aftermarket [11]. - The 2026 Spring Festival is expected to see a record high of 9.5 billion people in cross-regional movement, with nationwide highways waiving tolls for small passenger vehicles during the holiday [11]. - The Ministry of Industry and Information Technology held a meeting with photovoltaic industry entrepreneurs, emphasizing that "anti-involution" is the main contradiction in the regulation of the photovoltaic industry, advocating for market-oriented and legal measures to promote healthy competition and rational development [12]. Important Announcements - Jiangfeng Electronics plans to acquire control of Beijing Kaide Quartz Co., Ltd. through a cash purchase [13]. - Hoshine Silicon Industry has confirmed a high-end manufacturing industrial park project worth 11 billion yuan [13]. - Muxi Co., Ltd. intends to use no more than 200 million yuan of raised funds to provide loans to its wholly-owned subsidiary for the research and industrialization of new high-performance general-purpose GPUs [13].