Core Viewpoint - The upcoming investment promotion conference for the Shigatse International Land Port aims to showcase the region's advantages and potential as a gateway to South Asia, focusing on cross-border trade, modern logistics, and specialized processing projects [1] Group 1: Event Details - The investment promotion conference will take place on February 2 at 10 AM at the Changsha R&F Wanda Wenhua Hotel [1] - The theme of the conference is "Based on the South Asia Gateway, Building an Open High Ground" [1] - The event will feature a project signing ceremony to facilitate efficient government-enterprise connections [1] Group 2: Strategic Importance - This conference is part of Shigatse's efforts to integrate into the Belt and Road Initiative and deepen cross-regional industrial cooperation [1] - It aims to establish a long-term and stable cooperation bridge for enterprises from both regions [1] - The event is expected to attract participation from interested enterprises, investment institutions, and relevant individuals to explore business opportunities [1]

省委外事工作委员会办公室主任、省外事办公室主任戴贞表示，2025年主要做了三件事：第一件事是 把"朋友圈"做实。累计促成全球42个自贸区（港）加入"全球自贸区（港）伙伴关系计划"，美兰机场和 新加坡樟宜机场结为友好机场，洋浦港与阿布扎比港也结成了姊妹港。与162个国家的外国地方政府结 成友好省市关系；第二件事是把"影响力"做大。在境外举办了近千场招商引资推介活动；第三件事是 把"国际范"做得更足。推出便利外籍人士在琼工作、生活系列措施，越来越多国际组织和商协会在海南 设立代表机构、举办活动。 2026年，将助力海南高水平对外开放，重点打好三张牌：一是"搭好交流平台"。今年是博鳌亚洲论坛年 会成立25周年，将继续办好论坛年会擦亮这张"金字招牌"，同时将继续优化国际软环境建设，让海南成 为全球人才、资源要素和资金的集聚之地，也让海南老百姓在家门口见证和参与更多的国际大事，分享 更多的国际公共产品；二是"建好合作走廊"。将继续做优做实全球自贸区（港）伙伴关系，助力更多的 全球自贸港与海南共建"一带一路"（自贸区港）合作走廊；三是"讲好海南故事"。继续在境内外多种形 式举办系列的推介活动，介绍海南最优惠的开放政策等， ...

Core Viewpoint - The company is actively responding to the national "Belt and Road" initiative by deepening its international strategic layout and promoting its technologies and products in the fields of ultra-high voltage, smart grids, and renewable energy overseas [1] Group 1: International Strategy - The company is focusing on key markets such as Southeast Asia, the Middle East, and Latin America, where there is strong demand for power construction and energy transition [1] - The company aims to steadily advance the high-quality development of its overseas business and continuously enhance the scale and efficiency of its international market [1] Group 2: Financial Performance - In the past two quarters, the company's overseas business revenue and profit have shown steady growth, with a slight increase in gross margin compared to the same period last year [1] - The company plans to achieve sustained and stable growth in overseas business gross margin through systematic measures such as optimizing business structure, enhancing pricing power, deepening cost control, and strengthening financial risk management [1]

1月29日晚间，厚普清洁能源（集团）股份有限公司（以下简称"厚普股份（300471）"）披露2025年度 业绩预告，该公司预计2025年实现归属于上市公司股东的净利润680万元至1010万元，扣非后净利润预 计为4330万元至4670万元，同比均扭亏为盈。 从主营业务来看，海外市场的突破是厚普股份在2025年的经营工作亮点之一。厚普股份相关负责人向 《证券日报》记者表示，该公司通过对国际市场部分示范性项目的推广，借助共建"一带一路"国家积极 布局国际销售网络，推进了自身产品在国际市场上的拓展。 "2025年，厚普股份在'出海'方面实现了从产品到工程的全方位输出。其中，固态储氢产品首次进入南 美市场，LNG全橇装产品批量出口俄罗斯，公司还承接了埃塞俄比亚10万立方米气化站项目等。"上述 负责人说道。 值得一提的是，厚普股份自2013年前瞻性布局氢能产业以来，已构建起覆盖全产业链的"工程设计＋装 备制造＋核心部件研发＋智慧运营服务"一体化综合服务能力。2025年以来，厚普股份在氢能各环节取 得了新突破，其中在制氢领域，1000Nm /h电解水制氢装备即将出口欧洲；在固态储氢领域，我国西南 地区最大功率（220kW ...

Core Viewpoint - The financial system is becoming a key support for energy resource security, with China Galaxy Securities innovating financial tools and optimizing capital allocation to enhance financial services for energy and resource sectors [1] Group 1: Energy Security and Financial Support - China Galaxy Securities has established a comprehensive financial service system covering the entire energy and resource industry chain, supporting energy supply and resource security [1] - The company played a crucial role in the restructuring project of Huadian International, which is the largest restructuring project in the thermal power industry for 2025, involving over 16 million kilowatts of operational capacity [2] - The restructuring project aims to stabilize the power grid by enhancing the peak-shaving capabilities of thermal power, thus ensuring national electricity security [2] Group 2: Financing and Investment Activities - In 2025, China Galaxy Securities assisted multiple energy companies in direct financing to strengthen national energy security, including helping Jiadeng Co. complete over 1.1 billion yuan in refinancing [3] - The company also supported State Grid New Energy in completing a 36.5 billion yuan capital increase project, which is significant for the pumped storage sector [3] - China Galaxy Securities customized financing solutions for these projects, achieving record cash fundraising in state asset transactions [3] Group 3: Resource Development and International Cooperation - China Galaxy Securities acted as the lead underwriter for Jinchengxin's convertible bond issuance, raising 2 billion yuan to enhance copper mining efficiency in Zambia [4] - The project aligns with China's status as the largest refined copper producer and consumer, aiming to deepen economic and resource cooperation with Belt and Road Initiative countries [4] - The company also supported the listing of leading tungsten mining company Jiaxin International in Hong Kong and facilitated the issuance of a pioneering bond for Xibu Mining [5] Group 4: Global Expansion and Market Integration - As Chinese energy companies expand internationally, China Galaxy Securities has been instrumental in facilitating overseas financing, including a significant share placement for Ruipu Lanjun in Hong Kong [6] - The company successfully led the underwriting of a panda bond for Shandong-based Water Development Energy, marking a significant entry into the interbank bond market [6] - Overall, China Galaxy Securities has developed a comprehensive service capability across private equity, A-shares, H-shares, and bond markets, demonstrating its role in supporting the national energy resource security system [6]

1月28日，英国首相斯塔默抵达北京，开始对中国进行为期四天的正式访问。记者获悉，渣打集团 行政总裁温拓思（Bill Winters）作为英国工商界代表团成员随同访华，并在北京和上海出席一系列经贸 交流和访问活动。 温拓思表示，中英两国经济结构高度互补，双方坚定支持自由贸易和多边贸易体制，并致力于通过 开放合作推动全球经济增长与繁荣。近年来，中英经贸与财金对话机制持续发挥重要作用，不仅增强了 政策沟通和市场互信，也为双边贸易、投资和金融合作创造了稳定、可预期的环境。"首相此次访华为 双方在既有基础上进一步拓展合作，推动货物和服务贸易发展，推动双向投资，释放增长潜力，提供了 良好契机。" 作为一家总部位于英国、在中国持续经营168年的国际银行，渣打表示，始终看好中国经济的长期 发展前景，并在中国市场持续投资展业，致力于当好"超级连接器"，以安全、高效和便捷的方式，为在 中国、进入中国，以及从中国走向世界的客户 ，提供优质创新的产品和服务，特别是在服务新经济行 业、"一带一路"项目、大湾区建设、长三角一体化、人民币国际化、金融市场开放、跨境贸易、绿色和 可持续金融、民营及中小企业发展、个人资产多元化配置等优势领域， ...

2026.01. 29 本文字数：1466，阅读时长大约3分钟 作者 | 第一财经 林志吟 中国人用疫苗（下称疫苗）出口金额在2024年恢复正增长后，2025年再度出现增长，且增速进一步 提高。 中国医药保健品进出口商会1月29日在公众号上发布的数据显示，2025年，中国疫苗出口金额为 3.24亿美元，同比增长52.63%。 回顾2024年，中国疫苗出口金额为2.12亿美元，同比增长4.92%，彼时是2022年以来首次恢复正 增长，摆脱了过去三年受抗击新冠疫情需求变化而带来的波动影响。 2025年，中国人用疫苗出口到了全球85个市场，前十大市场出口金额占比为70.04%。其中，对巴 基斯坦出口同比增长130.53%，对巴西出口同比增长为119.50%，对缅甸出口增幅甚至高达近30 倍。 长期以来，国内许多疫苗企业聚焦成熟度高且市场风险较小的传统技术路线产品，Me-too（同类仿 创）类管线占比高，且大多集中在宫颈癌疫苗、肺炎球菌疫苗和脑膜炎球菌疫苗等热门疫苗品种，重 磅产品上市时间显著晚于欧美头部企业，进而导致国内疫苗存量市场竞争持续加剧、产品同质化竞争 日益明显。 面对国内疫苗市场竞争愈演愈烈背景下，越来越 ...

中新网海口1月29日电 (记者 张茜翼)五指山脚下的黎苗童声合唱团从海南唱到法国，以纯真歌声连通海 南与世界；文昌的"中阿椰枣友谊林"里，来自阿联酋的椰枣苗已开花结果，海南蔬菜也端上迪拜百姓的 餐桌…… 在29日举行的海南省第七届人民代表大会第五次会议"厅局长通道"集体采访活动中，中共海南省委外事 工作委员会办公室主任、省外事办公室主任戴贞分享了两个故事。 此外，海南还与162个外国地方政府建立友好省市关系；支持省内经贸团组"走出去"，赴境外举办近千 场招商推介活动；推出便利外籍人士在琼工作、生活的系列措施，越来越多的国际组织和商协会在海南 设立代表机构、举办活动。 面向2026年，戴贞表示，海南将重点打好三张牌，助力海南高水平对外开放。 一是"搭好交流平台"。她说，今年是博鳌亚洲论坛成立25周年，海南将继续办好论坛年会，擦亮这 张"金字招牌"；优化国际软环境建设，让海南成为全球人才、资源要素和资金的集聚之地，也让海南老 百姓在家门口就可以见证和参与更多国际大事，分享更多国际公共产品。 二是"建好合作走廊"。海南将做优做实全球自贸区(港)伙伴关系，助力更多全球自贸港与海南共建"一带 一路"自贸区(港)合作走廊 ...

2025年，中国疫苗出口到了全球85个市场。 沃森生物（300142.SZ）在1月28日晚间发布的2025年业绩预告中表示，公司国内疫苗产品收入降幅收 窄，趋于平稳，国外疫苗产品收入持续增长，出口疫苗产品收入较上年同期增长约35%。 不过，中国疫苗企业在加大出口的过程中，如何获得更高利润回报，目前仍有待发力。相较2024年疫苗 出口金额靠价格驱动的增长，2025年的出口更多还是靠量取胜。2025年，疫苗出口量增幅高达 130.54%，显示出"量增价跌"的趋势。 长期以来，国内许多疫苗企业聚焦成熟度高且市场风险较小的传统技术路线产品，Me-too（同类仿创） 类管线占比高，且大多集中在宫颈癌疫苗、肺炎球菌疫苗和脑膜炎球菌疫苗等热门疫苗品种，重磅产品 上市时间显著晚于欧美头部企业，进而导致国内疫苗存量市场竞争持续加剧、产品同质化竞争日益明 显。 面对国内疫苗市场竞争愈演愈烈背景下，越来越多的中国疫苗企业加大力度往外走，一些企业借助"一 带一路"沿线国家产业合作机遇，加大海外发展中国家或地区的市场布局力度。在"一带一路"国家中， 不少发展中国家缺乏疫苗生产能力，这给中国疫苗企业出海发展带来机遇。 康泰生物（3006 ...

Economic Growth and Targets - China's GDP growth target for 2026 is likely to remain around 5%, balancing short-term stability and long-term structural transformation [2][3] - The economic growth in 2025 is expected to achieve a target of 5%, with a quarterly growth rate of approximately 4.6% in Q4, indicating a "high first, low second" trend throughout the year [3] Consumption and Investment Trends - Consumption is expected to see a slight recovery in 2026, but growth will be limited due to policy, income, and balance sheet constraints, with a focus on structural upgrades in service consumption and new consumption scenarios [5][6] - Investment growth is projected to stabilize in 2026, driven by infrastructure and manufacturing sectors, with a notable shift towards new infrastructure projects such as 5G and AI [6][7] Export Performance - China's exports are anticipated to maintain resilience, with a projected growth rate of around 5% for the year, supported by market diversification and product structure upgrades [8][9] Price Trends - CPI is expected to rise moderately in 2026, driven by service price increases, while PPI is projected to see a narrowing of its decline due to rising prices in emerging industries and resource products [10] Monetary and Fiscal Policies - Monetary policy will continue to be moderately accommodative, focusing on precise measures to support the real economy and maintain liquidity [11][12] - Fiscal policy is set to remain actively expansive, with an emphasis on social welfare and debt management, alongside a significant increase in the deficit to support major projects [13][14] Overall Economic Outlook - The Chinese economy is in a phase of moderate recovery and structural adjustment, with new growth drivers such as technological innovation and manufacturing upgrades laying the foundation for long-term growth [15]