解除西藏碳汇合同对岳阳林纸整体业务有何影响？ 岳阳林纸目前总签约面积约为 1.6 亿亩，其中西藏地区占比较小。即使剔除西 藏地区，公司仍拥有约 1 亿亩的林业碳汇合同。此外，公司还积极签约农田和 草原类资源，分别达 8,000 万亩和 2000 万亩。因此，从整体来看，解除西藏 岳阳林纸预计 2026 年通过内部改善和热能提升实现 2-3 亿元利润，俊 泰方面预计维持 4 亿元以上利润，新增绒毛浆和木质素产能将带来稳定 盈利增长。 岳阳林纸计划在"一带一路"国家进行林地及相关高品类碳资产的开发， 优先开发自有存量资产，关注炉灶类、土壤类、生物碳等高附加值项目， 并与央企合作。 合同对公司碳汇业务产生量影响较小。 岳阳林纸 20260128 摘要 岳阳林纸解除西藏碳汇合同对其整体碳汇业务影响较小，公司仍拥有约 1 亿亩林业碳汇合同，并积极拓展农田和草原类碳汇资源，总签约面积 达 1.6 亿亩，西藏地区占比仅为 2%左右。 国内林业碳汇市场潜力巨大，随着全球绿色认证需求增加和中国制造业 对零碳认证的需求上涨，预计未来 1-2 年内市场将逐步发展，绿证价格 已呈现上涨趋势。 中国企业正积极应对国际碳汇市场需求，岳阳 ...

该ETF跟踪MSCI中国东盟经济互联指数，并采用创新的"经济暴露因子"筛选机制，重点投资于在两地市场具有实质业务联动与收入贡献的优质上市公司。产品同时 支持港元、美元及人民币多柜台交易，为投资者提供便捷高效的资产配置工具，分享中国与东盟经济融合发展的长期红利。 首只中国—东盟经济互联ETF登陆港交所 1月28日，银河博时MSCI中国东盟经济互联指数ETF（下简称"银河博时东盟ETF"））举办上市仪式，宣告正式登陆港交所交易。 据悉，"银河博时东盟ETF"跟踪MSCI中国东盟经济互联指数，采用创新编制的"经济暴露因子"筛选机制，聚焦在两地市场具有实质业务联动与收入贡献的优质上市 公司——通过统计"港股通"上市公司在东盟各国的收入占比，及东盟上市公司在中国内地与香港的收入占比，选取排名前50%的优质标的构建投资组合。 产品兼具价值与成长属性，根据MSCI截至2025年末的数据，产品中代表"新质生产力"的可选消费、信息技术、通信的相关股票市值占比近35%、金融相关股票市值 占比近35%，融合了两大市场产业互补优势。在交易设计上，产品同时支持港元、美元、人民币三种货币柜台交易，为全球投资者提供低成本、高便捷度的资产配 ...

新华社北京1月28日电 题：风雨见担当，大国当如是 辛识平 大国是什么样子？应该承担什么责任？发挥怎样的作用？在世界变乱交织的当下，这些问题牵动着国际 社会的关注。日前，在会见来华进行正式访问的芬兰总理奥尔波时，习近平主席给出了清晰的答案：当 今世界面临多重风险挑战，国际社会需要携手应对，大国尤其要带头讲平等、讲法治、讲合作、讲诚 信。这是对大国角色和责任的深刻揭示，勾勒出百年变局下大国应有的模样。 习近平主席在二〇二六年新年贺词中强调："中国始终站在历史正确一边，愿同各国携手促进世界和平 发展，推动构建人类命运共同体。"今天的中国，正以高度的责任担当和有力的实际行动，为动荡不安 的世界注入宝贵的稳定性和确定性，为应对世界变局、破解人类难题提供了中国智慧和中国方案。立天 下之正位，行天下之大道，不管国际风云如何变幻，中国永远是世界的和平力量、稳定力量、进步力 量。 执大象，天下往。向东看，看见的是历史大势和时代潮流，看见的是广阔机遇和光明未来。新年以来， 中国进入忙碌的"外交季"，韩国、爱尔兰、加拿大、芬兰、英国等国领导人相继访华，覆盖周边、欧 洲、北美及非洲、拉美等全球南方的双多边积极互动，彰显开放合作、互 ...

Core Insights - The total import and export value of Hebei Province to countries involved in the Belt and Road Initiative is projected to reach 440.53 billion yuan by 2025, reflecting a year-on-year growth of 22.9% [1] - The share of trade with Belt and Road countries in the province's total foreign trade value has increased by 6.8 percentage points compared to the previous year [1] Group 1: Trade Performance - Exports to Belt and Road countries are expected to be 243.87 billion yuan in 2025, marking a year-on-year increase of 10.1% [2] - Imports from these countries are projected to reach 196.66 billion yuan, showing a significant year-on-year growth of 43.8% [2] - Trade with Middle Eastern countries is anticipated to reach 96.56 billion yuan, with a remarkable year-on-year increase of 71.9% [2] - Trade with African countries is expected to total 64.2 billion yuan, reflecting a year-on-year growth of 51.7% [2] Group 2: Industry Cooperation - The manufacturing sector is a key area of cooperation, with exports of electromechanical products, pharmaceuticals, and other industrial goods leading the way [2] - Exports of electromechanical products are projected to be 111.41 billion yuan, with a year-on-year growth of 6.6% [2] - The demand for bulk commodities such as energy and metal ores is driving imports, with iron ore and aluminum ore imports expected to reach 24.42 billion yuan and 10.04 billion yuan, respectively, reflecting year-on-year increases of 7.9% and 41.9% [2] Group 3: Agricultural Products - The import of agricultural products from Belt and Road countries is expected to reach 32.51 billion yuan [3] - Notable increases in imports include frozen shrimp from Myanmar and Ecuador, with year-on-year growth rates of 634.6% and 11.6%, respectively [3] - The import of sunflower oil from Kazakhstan is projected to grow by 50.8%, while cherries from Chile are expected to see a year-on-year increase of 21.2% [3] - Exports of agricultural products such as potato starch, apples, and fresh pears are also gaining popularity, with year-on-year growth rates of 535.1%, 43.2%, and 12.9%, respectively [3]

本报乌鲁木齐1月28日电记者27日从新疆维吾尔自治区人民政府获悉：2025年，新疆外贸进出口总值首 次超过5000亿元，达5203.7亿元，同比增长19.9%。其中，对共建"一带一路"国家进出口总值达4583.7亿 元，同比增长14.7%，对中亚五国贸易比重占全国36.4%。 （文章来源：人民日报） 2025年，新疆高水平推进对外开放，提升亚欧黄金通道能级，协同其他省市向西开放，开行首列"粤新 快线"和"天山号"集结中转运输班列，开通首条直通波罗的海、南非的国际货运航线，首创"智慧铁路口 岸+属地快速通关"模式，推广"公路口岸+属地直通"等措施，企业通关时效提升80%以上；颁布实施 《中国（新疆）自由贸易试验区条例》，自贸试验区落地实施和取得阶段性成效的改革试点任务共115 项，形成自治区级制度创新成果72项，投资贸易、物流运输、资金流动、人员流动等便利化水平持续提 升。 ...

Core Viewpoint - Chongqing aims to enhance its role as a comprehensive inland open hub by 2026, linking the Eurasian continent strategically [1][2] Group 1: Economic Development Plans - By 2026, Chongqing will focus on developing a hub economy, emphasizing the hub port industrial park to create an international logistics hub and supply chain organization center [1] - The city plans to expand its service industry through a new round of comprehensive pilot projects, enhancing cooperation in advanced manufacturing and productive services with Europe and Hong Kong-Macao [1] - Chongqing will establish a national digital service export demonstration zone to promote digital trade and green trade [1] Group 2: Infrastructure and Logistics - The city will accelerate the construction of a modern transportation and logistics system, enhancing the logistics and operational organization functions of the new western land-sea corridor [1] - Efforts will be made to improve the development level of the China-Europe Railway Express (Chengdu-Chongqing) and increase the throughput of the international aviation hub for passengers and cargo [1] - A digital cross-border settlement financing system will be established to improve the entire international logistics service chain from order to delivery [1] Group 3: Foreign Trade and Investment - Over the past five years, Chongqing's open economy has optimized, with a cumulative import and export value exceeding 3.8 trillion yuan, with emerging markets contributing about 70% of export growth [2] - The city has established 1,770 new foreign-funded enterprises, with an average annual growth rate of over 30% in direct investment in countries along the Belt and Road [2] - By 2030, Chongqing aims to form an industrial chain and logistics trade hub connecting Europe, China, and ASEAN, becoming a strategic high ground for China's southward and westward opening [2]

报告说，世界经济正迎接新工业革命，数据可能成为经济发展领域的"新石油"，数字互联互通将塑造未 来世界，应该加快建设数字丝绸之路，开展面向未来的数字经济、数字贸易、新型数字基础设施合作。 报告建议，在"一带一路"倡议框架内建立新的数字和人工智能多边对话合作平台。 新华社北京1月27日电 （记者 孙楠 袁睿） "一带一路"国际合作高峰论坛咨询委员会27日在京发布《共 建"一带一路"倡议——高质量的国际经济合作》报告。报告指出，共建"一带一路"在当前动荡的世界中 发挥了稳定器作用。 聚焦"一带一路"国际合作、贸易投资自由化便利化、数字经济和人工智能合作等议题，报告说，共 建"一带一路"进入高质量发展新阶段，合作伙伴网络不断扩大，互联互通建设稳步推进，贸易、投融资 合作持续向好，"软联通""心联通"交流亮点纷呈。 报告说，全球治理和多边主义依赖于政治互信、经贸合作协议、争端解决机制和集体行动。共建"一带 一路"增进了各国间的信任，这是极为重要的国际贡献。 报告指出，美国发起的关税战拖累世界经济。报告建议以"三步走"方式依次实现全球贸易冲突降级、贸 易关系稳定、贸易合作复兴。各方应维护以世界贸易组织为核心的多边贸易体制 ...

在扩大高水平对外开放方面，中国贸促会将以最高标准、最严要求办好APEC工商领导人峰会等工商界 活动，为APEC"中国年"积累务实成果；继续组织全国贸促系统"千团出海"行动，大力支持中国企业出 国参展办展，有序筹备2027年塞尔维亚贝尔格莱德世博会中国馆；办好2026年全球贸易投资促进峰会、 第四届粤港澳大湾区发展工商大会等一揽子高质量经贸活动，深化"一带一路"工商企业交流合作；拓展 服务外资企业工作专班功能，提升外资服务保障能力；用好企业"走出去"专项工作机制，凝聚各方力量 为企业出海提供高质量综合服务。 在加快建设现代化产业体系方面，中国贸促会将努力把链博会打造成为中外企业交流、产业合作的路由 器、加速器。同时，加大RCEP等区域和双边自贸协定培训力度，既打通自贸协定惠及广大外贸企业的 最后一公里，又充分促进区域内产业链供应链深度融合。 新华财经北京1月28日电（记者丁雅雯）中国贸促会新闻发言人王文帅28日表示，中国贸促会将以"十五 五"规划有关重要部署作为根本遵循，在涉外法治体系和能力建设方面，将加快建设世界一流调解、仲 裁机构，推动国际商事争端预防与解决组织可持续发展，打造国际商事纠纷解决首选地。 她是 ...

经济观察网据商务部网站消息，2026年1月28日，中共中央政治局委员、外交部长王毅在北京同来华访 问的阿塞拜疆外长巴伊拉莫夫会谈。 王毅表示，当前世界进入新的动荡变革期，中阿同为全球南方国家，应携手践行真正的多边主义，维护 以联合国为核心的国际体系，倡导平等有序的世界多极化、普惠包容的经济全球化，推动构建更加公正 合理的全球治理体系。中方高度评价阿塞拜疆接任亚洲相互协作与信任措施会议主席国后所做工作，愿 积极支持阿方办好今年亚信峰会。 王毅表示，去年是中阿关系史上重要的一年，习近平主席同阿利耶夫总统两度会晤，共同宣布建立中阿 全面战略伙伴关系，引领中阿关系进入高质量、全方位发展的新阶段。中阿要做彼此优先、可靠、合作 共赢的战略伙伴，这是两国元首做出的政治决定。无论国际形势如何变化，中方都将从战略高度看待和 发展中阿关系，愿同阿方夯实政治互信，赓续传统友谊，深化互利合作，加强国际协作，携手推动中阿 关系不断取得新成就。 巴伊拉莫夫表示，阿中关系基于相互尊重、相互信任、相互支持，去年两国关系提质升级为双方战略合 作注入强劲动能。阿方坚信中国发展是世界的机遇，支持习近平主席提出的四大全球倡议，愿加入"全 球治理之友 ...

Core Viewpoint - The bus industry represents China's automotive manufacturing sector becoming a global leader in technology output, with overseas market contributions expected to recreate a market equivalent to China in the next 3-5 years [4][12]. Group 1: Driving Factors for the Bus Industry - **Timing**: Aligns with the national strategy of "China's Special Valuation," with buses being a strong practitioner of the "Belt and Road" initiative, leveraging over a decade of overseas experience [4][12]. - **Geographical Advantage**: The technology and products of Chinese buses are at a world-class level, leading in new energy buses and competitive in traditional buses regarding cost-effectiveness and service [4][12]. - **Human Factors**: The end of the price war in the domestic market is expected to resonate positively, with demand recovering due to tourism and public transport renewal needs, potentially returning to 2019 levels [4][12]. Group 2: Profitability Outlook - The bus industry is expected to achieve new high profitability due to the absence of price wars, an oligopolistic market structure, better net profit margins in overseas markets, and declining lithium carbonate costs [5][16]. Group 3: Market Capitalization Potential - The short-term goal is to challenge the market capitalization peak from the last industry boom (2015-2017), while the long-term goal is to establish a new ceiling, witnessing the emergence of a true global bus leader [6][16]. Group 4: Investment Recommendations - **Yutong Bus**: Identified as a "model student" with high growth and dividend attributes, with projected net profits of 4.94 billion, 5.92 billion, and 7.03 billion yuan for 2025-2027, reflecting year-on-year growth of 20%, 20%, and 19% respectively, maintaining a "buy" rating [7][14]. - **King Long Automobile**: Considered the "fastest improving student," with significant profit elasticity, projected net profits of 440 million, 640 million, and 830 million yuan for 2025-2027, with year-on-year growth of 182%, 45%, and 28%, also maintaining a "buy" rating [8][14]. Group 5: Industry Data Summary - In December 2025, the overall production of the bus industry in China was 59,000 units, with year-on-year and month-on-month increases of 3.94% and 8.56% respectively [19][20]. - The wholesale volume for December 2025 was 64,000 units, with year-on-year and month-on-month increases of 5.49% and 20.11% respectively [19][20]. - The terminal sales volume for December 2025 was 62,400 units, with year-on-year and month-on-month increases of 5.93% and 28.10% respectively [22].