【早报】事关降息等，央行推出政策大礼包；“十五五”电网投资4万亿元

Macro News - The central bank has decided to lower the re-lending and rediscount rates by 0.25 percentage points starting January 19, 2026, with new rates set at 0.95%, 1.15%, and 1.25% for 3-month, 6-month, and 1-year agricultural and small business re-lending respectively, and a rediscount rate of 1.5% [2][6] - The State Council announced eight policy measures to support economic structural transformation, including increasing the re-lending quota for agricultural and small businesses by 500 billion yuan and raising the technology innovation re-lending quota from 800 billion yuan to 1.2 trillion yuan [2][6] - The People's Bank of China indicated that there is still room for further interest rate cuts and reserve requirement ratio reductions [3] Industry News - The China Aerospace Science and Technology Corporation aims to fully break through reusable rocket technology by 2026 and significantly develop commercial aerospace and low-altitude economy [1][7] - The National Grid announced that its fixed asset investment during the 14th Five-Year Plan period is expected to reach 4 trillion yuan, a 40% increase from the previous plan, focusing on the construction of a new power system [7] - Copper prices have reached historical highs, with London Metal Exchange copper hitting $13,407 per ton on January 14, and domestic copper futures exceeding 100,000 yuan per ton [7] Company News - Zhite New Materials announced that its business does not involve AI applications, and its stock resumed trading [9] - Liou Co. announced a significant stock price deviation and is under trading suspension for verification [9] - Kunlun Wanwei expects a net loss of 20 billion yuan for 2025 [9] - SAIC Motor Corporation anticipates a net profit increase of 438%-558% for 2025, with total vehicle wholesale sales reaching 4.5075 million units [9] - Longpan Technology expects procurement transactions with CATL to not exceed 7 billion yuan in 2026 [9]