2026年1月19日 星期一 海南自贸港封关首月离岛免税销售金额达48.6亿元 1月18日，海南自由贸易港封关运作满月。据海口海关统计，自2025年12月18日至2026年1月17日，海口海关共监管离岛免税购物金额48.6亿元，同比增长 46.8%；购物人数74.5万人次，同比增长30.2%；购物件数349.4万件，同比增长14.6%。消费者购物热情高涨，充分展现出离岛免税市场的澎湃活力。（新 华社） 2 中国与中亚国家货物贸易额首破千亿美元 记者1月18日从商务部获悉，中国与中亚国家货物贸易规模再创新高，进出口总值历史上首次突破1000亿美元大关，连续5年保持正增长。中国首次跃居中亚 各国第一大贸易伙伴，中亚占中国外贸的比重进一步上升。商务部欧亚司负责人介绍，2025年，在元首外交战略引领下，中国与中亚国家经贸合作取得长足 发展。据中国海关统计，全年货物贸易进出口达到1063亿美元，同比增长12%，增速较上年提高6个百分点。（新华社） 1 封关"满月" 海南自贸港新增备案外贸企业超5000家 2026年1月18日，海南自由贸易港封关运作迎来"满月"。记者当天从海关总署获悉，受自贸港封关利好和开放磁吸效应影响 ...

Group 1 - The Hainan Free Trade Port has seen over 5,000 new registered foreign trade enterprises since its operation began on December 18, 2025, indicating a positive impact from the port's closure and open policies [5] - In the first month of operation, the duty-free sales amount reached 4.86 billion yuan, a year-on-year increase of 46.8%, with 745,000 shoppers, reflecting a 30.2% increase in shopping participation [5] - China's trade with Central Asian countries has surpassed 100 billion USD for the first time, reaching 106.3 billion USD in total trade value, a 12% year-on-year growth [5] Group 2 - The State Council has initiated a Level 4 emergency response for low-temperature rain and snow disasters in four provinces due to expected severe weather from January 18 to 21 [6] - The railway department plans to temporarily suspend certain passenger trains from January 19 to 20 due to the anticipated impact of heavy snowfall [7] Group 3 - Guizhou Moutai has warned consumers about fraudulent applications for its products, clarifying that it has not authorized any third parties to solicit applications for its products [11] - Rongbai Technology is under investigation by the China Securities Regulatory Commission for misleading statements regarding a major contract worth over 120 billion yuan with CATL [12] - An explosion at Baotou Steel's rare earth steel plate factory resulted in 2 fatalities and 78 injuries, highlighting the need for improved safety measures [13] Group 4 - Ubiquitous has signed a service agreement with Airbus for humanoid robots, marking a significant step in expanding the application of humanoid robots in the global aerospace manufacturing sector [15] - The successful landing buffer test of the "Chuan Yue" manned spacecraft by Beijing Chuan Yue Aerospace Technology Co., Ltd. demonstrates advancements in China's commercial space sector [17]

该民众告诉记者，事发时，他居住的地方离板材厂爆炸地点约有8公里，但爆炸声仍然传过他居住的20 层楼内，"声音不是很大，就像放炮一样'嘭'的一声。""坐在椅子上，我下意识地感觉像地震。" 目前，事故原因正在调查中。(完) 中新网包头1月19日电 (记者 李爱平 陈峰 刘文华)18日晚，居住在包钢股份一板材厂附近的一位居民对 中新网记者称，该板材厂发生爆炸时，他正在家里写材料，"当时感觉像发生了地震，持续大约有1秒 钟。" 19日凌晨，当记者抵达事发现场附近时，有工作人员称，"现场仍在救援中，一些伤员已经送到附近医 院医治。" 18日15时许，包钢股份一板材厂发生爆炸事故。截至目前，爆炸事故已造成2人死亡，78人受伤。受伤 人员均已紧急送往当地医院接受救治，现场仍在紧张救援中。 这位居民称，之后当他通过社交媒体才了解到，该板材厂发生了爆炸事故，现场已被封锁。 ...

Core Viewpoint - The article discusses the current state of the A-share market, highlighting the volatility and the significant net redemption of stock ETFs, indicating a shift in investor sentiment and market dynamics [14][44]. Market Overview - A-share market experienced a significant net redemption of stock ETFs amounting to 114.83 billion yuan, the largest in 13 months, contrasting with the previous week's net subscription of 17.145 billion yuan [14]. - The market sentiment has shown signs of overheating, with the Morgan Stanley A-share sentiment index surpassing the 78 threshold, reaching 93% on January 12, 2026 [17]. - The article notes that the market is expected to remain volatile in the coming week, reflecting the previous structural overheating [17]. Investment Strategies - Analysts suggest that despite short-term regulatory impacts, the overall market trend remains upward, with a focus on sectors expected to perform well during the upcoming earnings season [18]. - The article emphasizes the importance of focusing on companies with strong earnings growth potential, particularly in technology and advanced manufacturing sectors [23]. Sector Performance - The article highlights that the computer sector attracted the most capital inflow, with a net inflow of 36.184 billion yuan, followed by electronics and media sectors [47]. - Conversely, the defense, non-bank financials, and banking sectors experienced significant net outflows [44]. Industry Insights - The semiconductor sector is noted for its positive outlook, with expectations of continued price increases in memory chips, projected to rise by 55%-60% in Q1 2026 [29]. - The article also mentions the ongoing developments in the aerospace sector, with companies like China Aerospace Technology Group making progress in commercial rocket launches [24]. Economic Indicators - The article reports that China's total electricity consumption is expected to exceed 10 trillion kilowatt-hours by 2025, marking a significant milestone in global energy consumption [36]. - The article also discusses the anticipated increase in prices for various materials, including passive components and refrigerants, driven by rising demand and supply constraints [30][31].

#包钢厂区爆炸已有78人送医#【内蒙古包钢稀土钢板材厂爆炸事故78名受伤人员均已送医救治】1月18 日15时许，内蒙古自治区包头市包钢稀土钢板材厂发生爆炸事故。消防救援人员拍摄的画面中，爆炸事 故波及范围较大，现场建筑受损严重，各类装备设备散落，整体环境复杂严峻。截至目前，爆炸事故已 造成2人死亡，78名受伤人员均已紧急送往当地医院接受救治，现场仍在紧张救援中。（央视新闻，泽 塔） ...

Group 1 - An explosion occurred at the Baotou Steel Rare Earth Plate Factory in Inner Mongolia on January 18, resulting in significant damage and a large impact area [1][3] - The incident has led to 2 fatalities and 78 injuries, with all injured individuals being urgently transported to local hospitals for treatment [5] - Rescue operations are ongoing despite challenging conditions, including temperatures as low as -20°C [1][5]

事故发生后，自治区党委、政府立即组织救援队伍到现场开展救援。自治区、包头市、昆都仑区相关力 量在现场开展救援处置。据了解，包头市、昆都仑区两级公安机关在事故现场出动警力170余人、车辆 70余台、无人机5架。消防救援部门已出动130余人。 记者从多个部门获悉，18日15时许，包钢稀土钢板材厂发生爆炸事故。截至19时50分，事故造成2人死 亡，2人失联；78人送医，其中4人重症。目前，搜救和排查工作正在进行中。 ...

Group 1 - The Shanghai Gold Exchange emphasizes the need for risk control in the precious metals market due to significant price volatility and rising uncertainty [1] - The Ministry of Commerce reports on the progress of negotiations regarding electric vehicle exports to the EU, highlighting the need for price commitment guidelines for Chinese exporters [2] - Australia announces a strategic reserve plan for critical minerals, focusing on rare earth elements, antimony, and gallium to strengthen global supply chains [3] Group 2 - The cancellation of the export VAT rebate for photovoltaic products starting April 1, 2026, is expected to increase export costs for solar companies, leading to a rush to ship products before the policy takes effect [4] - The price of battery-grade lithium carbonate has surged to 152,000 yuan per ton, reflecting market expectations and supply dynamics [2] - The LME copper inventory has dropped by 22%, reaching a six-month low, driven by traders moving copper to the U.S. amid anticipated tariffs [10] Group 3 - Rongbai Technology signs a procurement agreement with CATL for lithium iron phosphate cathode materials, with a total sales amount exceeding 120 billion yuan [11] - The Chicago Mercantile Exchange plans to launch a 100-ounce silver futures contract, aiming to enhance market participation amid rising geopolitical uncertainties [8][9] - The China Securities Regulatory Commission emphasizes the need for quality development in the futures market and the importance of maintaining market stability [30] Group 4 - The U.S. Department of Commerce announces potential 100% tariffs on South Korean semiconductor manufacturers if they do not increase investments in the U.S. [35] - Indonesia cancels its plan to increase the biodiesel blend to 50%, maintaining the current 40% palm oil and 60% diesel mix [21] - The USDA reports an increase in U.S. soybean stocks by 6% year-on-year, with total stocks reaching 3.29 billion bushels [14]

新华社呼和浩特1月18日消息，记者从内蒙古自治区包头市应急管理、消防救援等多个部门获悉，18日 15时许，包钢股份一板材厂发生爆炸事故。截至19时50分，事故造成2人死亡，2人失联；78人送医，其 中4人重症。目前，搜救和排查工作正在进行中。 来源：王靖、贺书琛/新华社 事故发生后，自治区党委、政府立即组织救援队伍到现场开展救援。自治区、包头市、昆都仑区相关力 量在现场开展救援处置。据了解，包头市、昆都仑区两级公安机关在事故现场出动警力170余人、车辆 70余台、无人机5架。消防救援部门已出动130余人。 ...

事故发生后，自治区党委、政府立即组织救援队伍到现场开展救援。自治区、包头市、昆都仑区相 关力量在现场开展救援处置。据了解，包头市、昆都仑区两级公安机关在事故现场出动警力170余人、 车辆70余台、无人机5架。消防救援部门已出动130余人。 新华社呼和浩特1月18日电（记者 王靖、贺书琛）记者从内蒙古自治区包头市应急管理、消防救援 等多个部门获悉，18日15时许，包钢股份一板材厂发生爆炸事故。截至19时50分，事故造成2人死亡，2 人失联；78人送医，其中4人重症。目前，搜救和排查工作正在进行中。 ...