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陆家嘴财经早餐2026年1月17日星期六
Sou Hu Cai Jing· 2026-01-17 10:26
3、外交部发言人宣布,中共中央政治局委员、国务院副总理何立峰将于1月19日至22日赴瑞士达沃斯出 席世界经济论坛2026年年会并访问瑞士。 4、针对美国和中国台湾地区日前达成贸易协议削减台对美半导体出口关税,外交部表示,中方一贯坚 决反对建交国与中国台湾地区商签任何具有主权意涵和官方性质的协定,美方应当切实恪守一个中国原 则和中美三个联合公报。 5、国务院国资委主任张玉卓表示,2026年国资国企着力推进国有经济布局优化和结构调整。各地国资 委以编制"十五五"规划为契机,紧紧围绕推动国有资本"三个集中",指导企业做强做优主业实业,更好 服务现代化产业体系建设。 6、 市场监管总局出台《市场监督管理行政处罚案件违法所得认定办法》,自3月20日起施行。《办 法》明确市场监管领域违法所得认定的基本原则、计算规则及疑难问题的处理规则,为监管执法提供清 晰指引。 1、 证监会召开2026年系统工作会议。会议强调,坚持稳字当头,巩固市场稳中向好势头。全方位加强 市场监测预警,及时做好逆周期调节,强化交易监管和信息披露监管,进一步维护交易公平性,严肃查 处过度炒作乃至操纵市场等违法违规行为,坚决防止市场大起大落。启动实施深化 ...
陆家嘴财经早餐2026年1月15日星期四
Sou Hu Cai Jing· 2026-01-16 04:50
1. 经证监会批准,沪深北交易所发布通知调整融资保证金比例,将投资者融资买入证券时的融资保证金 最低比例从80%提高至100%。此次调整仅限于新开融资合约,调整实施前已存续的融资合约及其展期 仍按照调整前的相关规定执行。分析指出,近期融资交易明显活跃,市场流动性相对充裕,根据法定的 逆周期调节安排,适度提高融资保证金比例至100%,有助于适当降低杠杆水平,切实保护投资者合法 权益,促进市场长期稳定健康发展。 2. 居民换房退个税政策续期至2027年底。财政部、税务总局、住建部联合发布公告,自2026年1月1日至 2027年12月31日,延续实施支持居民换购住房有关个人所得税政策。对出售自有住房并在现住房出售后 1年内在市场重新购买住房的纳税人,对其出售现住房已缴纳的个税予以退税优惠。 3. 2026年望迎IPO超级周期,几家估值排名全球前列的科技企业正筹备上市。消息称,OpenAI正与 Cooley等多家顶级律所就IPO准备工作进行洽谈;Anthropic已聘请律所Wilson Sonsini协助上市准备; SpaceX已面试并准备确定牵头IPO的银行。 1. 国新办将于1月15日下午3时举行新闻发布会,请央 ...
上海吸引力密码:“惊喜链”不间断
Jie Fang Ri Bao· 2026-01-14 01:58
"上海上海,一天到晚就知道上海",是社交媒体上的一句热梗。过去一年,这座城市的新潮、有 趣、温暖与爱,吸引越来越多人奔赴。数据显示,2025年1月至11月,在上海举办的千人以上大型活动 数量同比上升44%,活动参与人次累计4160余万,同比增加836万人次。 促消费的热度,带来惠民生的温度。当"着力推动文旅商体展融合发展,不断提升文化产品供给质 量"成为不同主体的共同行动,数据背后,是一座现代化人民城市"坚持投资于物和投资于人紧密结 合"的理念。 一个展,带动综合消费350亿 精彩还在继续。农历马年大年初六,歌手任贤齐将在上海东方体育中心带来"齐迹"演唱会,1月12 日下午,开票不到2分钟,全价位显示售罄。打破常规,首次在春节假期举办的演唱会,让各地观众惊 叹:"一起来上海过年!" 记者 施晨露 钟菡 杜晨薇 国泰电影院,沪语电影《菜肉馄饨》散场,老观众拐进影院内的香拉廊。吧台上,一只写着"菜肉 馄饨"的大塑料罐子里盛满了电影票根。上海的冬日,不只有热气腾腾的馄饨。如果说下午时段,这方 集餐饮、展览、体验于一体的空间属于老年人,那么入夜,当文化广场的热门音乐剧散场,则有结伴而 来的年轻人涌入,有时还能偶遇剧组 ...
陆家嘴财经早餐2026年1月11日星期日
Sou Hu Cai Jing· 2026-01-11 00:28
Group 1 - QDII funds are set to receive policy support, with adjustments required in the use of QDII quotas in public and private products, aiming for a 20% cap on private use by the end of 2027 [1] - The global competition for space resources is accelerating, with China applying for over 200,000 satellites, including two major constellations of 96,714 satellites each [1] - The State Administration for Market Regulation has revised the complaint handling procedures, adding six new clauses and modifying 22, focusing on rights protection and regulating malicious claims [1] Group 2 - The National Internet Information Office is soliciting opinions on regulations for personal information collection by apps, emphasizing that apps should only request necessary permissions when specific functions are used [2] - The China Chief Economist Forum highlighted the continuation of proactive fiscal policies, with potential gradual interest rate adjustments rather than drastic cuts [2] - Beijing aims to play a leading role in international technological innovation, focusing on major national projects and developing a world-class AI innovation hub [2] Group 3 - The 30th China Capital Market Forum discussed the establishment of equity guidance funds involving banks and social security, potentially supporting hundreds of billions in equity investments [3] - The China Securities Regulatory Commission has penalized an individual for insider trading, resulting in a total penalty of approximately 1.93 million yuan [3] - The U.S. Department of Commerce has rescinded plans to restrict imports of Chinese drones, addressing national security concerns [3] Group 4 - China's pumped storage capacity is expected to exceed 66 million kilowatts by the end of 2025, maintaining its position as the world's largest for ten consecutive years [4] - The 2026 Nuclear Fusion Energy Technology and Industry Conference will be held in Hefei, inviting various stakeholders to discuss fusion energy development opportunities [4] - The winter tourism market is anticipated to see a surge in demand, with domestic flight bookings expected to be 40% cheaper during the off-peak period [4] Group 5 - The Chongqing AI Bay Area construction has commenced, with agreements signed with leading AI companies [5] - Nanjing has launched a cross-border e-commerce talent cultivation plan, aiming to enhance local service platforms and integrate AI technology [5] - Financial technology is reshaping financial services through advanced technologies like AI and blockchain, enhancing resource allocation in tech innovation [5] Group 6 - SpaceX has received approval to deploy an additional 7,500 second-generation Starlink satellites, bringing the total to 15,000 [6] - Tencent's new chief AI scientist emphasized the company's focus on enhancing its services in the 2B market, leveraging its strong 2C background [6] - Geely is likely to announce expansion plans in the U.S. market within the next 24 to 36 months [6] Group 7 - Trump proposed lowering credit card interest rates to 10% for one year to alleviate the financial burden on Americans [7] - Discussions within the U.S. government are ongoing regarding potential financial incentives to persuade Greenland to separate from Denmark [7] - The U.S. Treasury has sufficient funds to handle any tariff refunds, despite potential delays in processing [7] Group 8 - Ethiopian Airlines has launched a $12.5 billion project to build Africa's largest airport, expected to be completed by 2030 [8] Group 9 - Investor Michael Burry is shorting Oracle, indicating concerns about the company's performance amid the AI hype [9] - Walmart will be added to the Nasdaq-100 index, replacing AstraZeneca [9] Group 10 - Henan has implemented strict regulations on state-owned enterprises issuing overseas bonds, aiming to control cross-border financing risks [10] - Two new asset-backed securities products have been successfully issued in Henan, marking a new model for digital finance [10] Group 11 - The Argentine government has completed a $4.3 billion payment to bondholders ahead of the deadline [10] - Trump discussed plans to revitalize Venezuela's oil industry during a meeting with oil executives [10] - Iraq's current oil export volume is approximately 3.5 million barrels per day, with expectations of a surplus in the oil market [10]
陆家嘴财经早餐2026年1月10日星期六
Sou Hu Cai Jing· 2026-01-09 23:11
Group 1 - A-shares experienced a significant increase, with the Shanghai Composite Index achieving a 16-day winning streak, closing at 4120.43 points, the highest in over 10 years. The market turnover exceeded 3.1 trillion yuan, marking the sixth instance in A-share history of surpassing 3 trillion yuan in turnover [1] - The food delivery service industry is facing intense competition, leading to a government investigation into market conditions. Major platforms like Meituan and JD Delivery have expressed willingness to cooperate with the investigation [1] - The U.S. Federal Reserve's expectation for a rate cut in January 2026 has diminished significantly, following disappointing non-farm payroll data for December 2025, which showed an increase of only 50,000 jobs, below the expected 60,000 [1] Group 2 - The State Council has announced a comprehensive policy package to promote domestic demand, including optimizing service industry loans and implementing interest subsidies for personal consumption loans [2] - China's CPI rose by 0.8% year-on-year in December 2025, the highest increase since March 2023, while PPI decreased by 1.9% year-on-year, with a narrowing decline compared to the previous month [2] - The Ministry of Commerce has issued a task list for expanding service industry openness in nine cities, focusing on telecommunications, healthcare, finance, and trade [2] Group 3 - Shanghai has released a three-year action plan to support the transformation and upgrading of advanced manufacturing, aiming to add 100 manufacturing enterprises with an annual output value exceeding 1 billion yuan by 2028 [3] - The Hong Kong stock market saw a slight increase, with the Hang Seng Index rising by 0.32%. Notably, MiniMax's stock surged by 109% on its debut [3] - The China Securities Regulatory Commission has introduced a reward system for whistleblowers reporting serious violations in the securities and futures markets, with potential rewards up to 1 million yuan [3] Group 4 - Tianpu Co. is under investigation by the CSRC for significant stock price fluctuations and has announced that it has no plans to engage in AI-related business [4] - The Shanghai Stock Exchange is monitoring several companies, including *ST Zhengping and *ST Yazhen, for potential violations [4] Group 5 - The first batch of fund quarterly reports indicates that equity funds maintained high stock positions, with significant growth in fund sizes driven by net value increases. Fund managers are optimistic about sectors like computing power and semiconductors [5] - The trust industry reported a slight increase in revenue, with Shaanxi Guotou's revenue reaching 2.928 billion yuan in 2025, a year-on-year growth of 0.03% [5] Group 6 - The Ministry of Finance has announced the cancellation of VAT export rebates for photovoltaic products starting April 1, 2026, which may lead to a short-term increase in exports but a long-term decline [7] - A report indicates that Chinese companies dominate the global humanoid robot market, with Zhiyuan holding a 39% market share [7] Group 7 - The latest data shows a 13.5% year-on-year decline in residential land transaction area in 300 cities, with a 10.6% decrease in land transfer fees [8] - The passenger car market in December 2025 saw a retail decline of 14% year-on-year, while new energy vehicles experienced a 2.6% increase [8] Group 8 - The global central banks purchased 45 tons of gold in November 2025, maintaining a high level of net purchases for the year [16] - The international precious metals market saw significant price increases, with COMEX gold futures rising by 1.29% [17]
上海浦东启动常规公交网约化试点,为何选择陆家嘴区域?
Xin Lang Cai Jing· 2026-01-09 06:37
2026年1月9日上午,上海市浦东新区网上预约乘坐公交试点在陆家嘴区域启动,这标志着浦东新区正式 开启常规公交网约化新模式。 本次试点的陆家嘴网约公交蓄车点位于东昌路渡口公交枢纽站,运营时间为工作日8:00-14:00,运营线 路主要为陆家嘴区域内符合公交通行的路段,停靠站点为陆家嘴金融城1路、2路既有公交站点,串联起 金融城各大办公楼宇、轨交站点、重要景点及大型商场等。 9日临近中午,白领王鑫通过支付宝搜索"浦交行"小程序,在"网约公交"板块预约出行,选择起点陆家 嘴环路丰和路,终点陆家嘴环路世纪大道。预约成功,他从公司出发,步行3分钟到达上车地点,不到 10分钟,就到达目的地。"中午出来散个步,坐个公交车去吃个午饭,再原路坐回来,很方便。"王鑫 说,在小程序上,他可以实时查看车牌信息、车辆位置和到达上车点时间,上车后点击验码,将二维码 展码核销后即可安心乘车。 智通财经高级记者 邹娟 见习记者 洪旭东 区、农村化地区等客流潮汐明显及低谷时段客流较少地区进一步推广。 9日上午,上海市浦东新区网上预约乘坐公交试点启动现场。 智通财经记者 邹娟 图 已为您智能推荐上车点 ● 您将从 东昌路渡口 上车 ● 请选择 ...
陆家嘴财经早餐2026年1月9日星期五
Sou Hu Cai Jing· 2026-01-08 23:41
2. 财政部副部长廖岷会见伦敦证券交易所集团首席执行官施维默。廖岷表示,2025年中国经济稳中向 好,有信心有能力保持经济持续健康发展。欢迎伦敦证券交易所集团深化对华合作,共享中国发展红 利。 3. 美国总统特朗普已同意推动一项旨在加强对俄制裁的法案,该法案为特朗普提供了阻止中国、印度、 巴西等国购买廉价俄罗斯石油的砝码。外交部发言人毛宁对此表示,中俄之间的正常经贸能源合作不针 对第三方,也不应当受到干扰和影响。 4. 公安部1月7日派出工作组,成功将重大跨境赌诈犯罪集团头目陈志从柬埔寨金边押解回国。经查,陈 志犯罪集团涉嫌开设赌场、诈骗、非法经营、掩饰隐瞒犯罪所得等多项犯罪。公安机关将于近期公开通 缉首批陈志犯罪集团骨干成员。 5. 广州出台建设先进制造业强市规划,提出加速培育人工智能、半导体与集成电路、新能源与新型储 能、低空经济与航空航天、生物制造等5个战略先导产业,前瞻布局具身智能等6个未来产业,大力发展 智能网联新能源汽车等6个新兴支柱产业。 1. A股窄幅整理,上证指数收跌0.07%报4082.98点,但仍录得连续15根阳线;深证成指跌0.51%,创业 板指跌0.82%,万得全A涨0.08%。市场 ...
陆家嘴财经早餐2026年1月8日星期四
Sou Hu Cai Jing· 2026-01-08 03:54
1. 我国外汇储备创十年新高,黄金储备14个月连增。截至2025年12月末,我国外汇储备规模为33579亿 美元,环比上升115亿美元,再创2015年12月以来新高;黄金储备规模为7415万盎司,环比增加3万盎 司,为连续第14个月增加。 2. 市场监管总局和国家网信办联合发布《直播电商监督管理办法》和《网络交易平台规则监督管理办 法》,剑指"仅退款""全网最低价"乱象及直播电商假冒伪劣、虚假营销等突出问题。中央网信办表示, 将以此为契机,针对直播电商领域虚假宣传、低俗"擦边"、私域直播诱骗老年人消费等问题,持续开展 集中整治。 1. 工信部等八部门印发《"人工智能+制造"专项行动实施意见》,目标是到2027年,我国人工智能关键 核心技术实现安全可靠供给,产业规模和赋能水平稳居世界前列。《意见》提出,有序推进高水平智算 设施布局。培育重点行业大模型。支持端侧模型、开发应用工具链等技术突破。 2. 国务院国资委主任张玉卓赴四川深入有关中央企业科研、生产一线调研,强调要靠前谋划实施一批重 大项目和标志性工程;统筹推进传统产业巩固提升和新兴动能培育壮大,大力发展战略性新兴产业与未 来产业,开辟增长的"第二曲线"。 ...
陆家嘴财经早餐2026年1月7日星期三
Sou Hu Cai Jing· 2026-01-07 22:42
Group 1 - The Shanghai Composite Index achieved a record 13 consecutive days of gains, closing up 1.5% at 4083.67 points, marking a new high in over a decade [1] - The CES 2026 kicked off with NVIDIA's CEO announcing the full production of the new AI chip platform Vera Rubin, which boasts a fivefold increase in AI inference performance compared to Blackwell, with costs reduced to one-tenth [1] - Brain-computer interface unicorn Strong Brain Technology completed approximately 2 billion RMB financing, making it the second-largest financing in the field globally, following Neuralink [1] Group 2 - The People's Bank of China emphasized the flexible and efficient use of monetary policy tools to maintain ample liquidity and improve the structural monetary policy tool system [2] - The Ministry of Commerce announced a ban on the export of dual-use items to Japanese military users, with legal consequences for violations [2] - The Chinese government reiterated its stance on respecting the development paths chosen by other nations, particularly in response to the situation in Venezuela [3] Group 3 - The Chinese consumer sentiment market is rapidly growing, projected to rise from 1.63 trillion RMB in 2022 to 2.31 trillion RMB in 2024, and expected to exceed 4.5 trillion RMB by 2029 [3] - The Shanghai Municipal Development and Reform Commission and other departments proposed 20 measures to encourage foreign investment in domestic reinvestment [4] - The Hong Kong stock market saw a significant rise, with the Hang Seng Index up 1.38% and net inflows from southbound funds reaching 2.879 billion HKD [4] Group 4 - The Shanghai Stock Exchange reported that 42 companies went public in 2025, raising a total of 81.289 billion RMB, while the Shenzhen Stock Exchange had 48 companies raising 42.954 billion RMB [5] - Over 280 Hong Kong-listed companies have released their annual performance forecasts for 2025, with positive trends in the precious metals and innovative pharmaceuticals sectors [5] - QDII funds have recently shown premium risks, with over 20 funds issuing risk warnings due to high premiums [6] Group 5 - The aviation industry in China is expected to reach a record 770 million passenger trips in 2025, with international passenger transport increasing by 21.6% [10] - The first oil price adjustment of 2026 was "suspended," with no changes to domestic gasoline and diesel prices [11] - The automotive industry in China is projected to exceed 34 million units in production and sales in 2025, with new energy vehicles becoming the dominant market force [12]
“付款前没有看过样板间”,上海单价近13万元/平方米的豪宅陷维权困境
Mei Ri Jing Ji Xin Wen· 2026-01-07 13:53
开出了一个不太理想的盲盒? "现在最大的分歧在于沟通,从开发商角度来看是正常且持续的,但业主的直观感受是'断线'的。"近日,上海世纪前滩天御业主林先生(化名)通过电话 向《每日经济新闻》记者(以下简称每经记者)表示。 每经记者|包晶晶 每经编辑|金冥羽 陈梦妤 维权近一年半,林先生等业主对于项目品质满是无奈。 世纪前滩天御位于上海前滩国际商务区,均价超千万元。"偶然在某个购房群得知天御竟然还剩几套高区在售,高积分的我们还未曾参与过其他盘的认 筹,思量一晚后,第二天便果断定下。"业主张女士(化名)曾分享过自己买房的心路历程。 时至今日,在业主们自发组建的微信公众号上,还能看到有人曾将项目称为"白月光"。而当项目进入交付筹备期,业主们却逐渐对"白月光"产生了疑问。 这场维权始于2024年8月,业主们对电梯、装修细节、公区设计方案等持续追问,却始终难与开发商方面完全达成一致。 近日,项目方以书面形式向每经记者给出了部分问题推进的时间表:"计划自2026年二季度开始,逐步向业主展示公区实景,切实保障每一位业主的知情 权。" "付款前没有看过样板间" 世纪前滩天御坐落于上海浦东新区前滩21地块,紧邻前滩太古里。根据业主 ...