早 报 精 选 1、习近平：走好中国特色金融发展之路，建设金融强国。 2、吴清：全力巩固资本市场稳中向好势头。 3、金价大幅震荡，银行密集提示风险。 4、SpaceX申请部署100万颗卫星。 5、锋龙股份、嘉美包装今日复牌。 宏 观 新 闻 2、2月1日出版的第3期《求是》杂志发表中共中央总书记、国家主席、中央军委主席习近平的重要文章《走好中国特色金融发展之 路，建设金融强国》。文章指出，建设金融强国，必须加快构建中国特色现代金融体系。一是科学稳健的金融调控体系，二是结构合 理的金融市场体系，三是分工协作的金融机构体系，四是完备有效的金融监管体系，五是多样化专业性的金融产品和服务体系，六是 自主可控、安全高效的金融基础设施体系。 3、 1月30日证监会党委书记、主席吴清在北京召开座谈会。吴清强调，要紧紧围绕防风险、强监管、促高质量发展的工作主线，全 力巩固资本市场稳中向好势头，聚焦持续深化资本市场投融资综合改革、提高制度包容性适应性。 4、国家统计局、中国物流与采购联合会31日发布2026年1月份中国采购经理指数。数据显示，2026年1月份中国制造业采购经理指 数为49.3%，比上月下降0.8个百分点。 行 ...

Core Viewpoint - The "Shanben Finance" concept, as a new paradigm for China's financial development, emphasizes the integration of social value and financial functionality, aiming to reshape financial value from a societal perspective [1][2][3] Group 1: Concept and Practice - "Shanben Finance" is defined by the principles of "goodness as the soul, and numbers as the means," which aims to create a financial development logic that merges social value with digitalization [3] - The practice of "Shanben Finance" includes six dimensions: awakening the social role of finance, deepening service scenarios, transforming business logic, directing capital towards good, facilitating mechanisms for goodness, and promoting a culture of goodness [3] - The concept is supported by a series of publications titled "Shanben Finance: New Paradigms for Chinese Financial Development," which explores the integration of goodness and digitalization in financial services [3] Group 2: Challenges and Changes - The financial industry is currently facing three major changes: a shift back to service-oriented functionality, a digital transformation driven by technology, and a need for high-quality development in a stock economy [2] - The emphasis is on aligning financial services with social development, ensuring that financial institutions focus on serving positive societal entities [2][6] Group 3: Cultural and Theoretical Perspectives - The importance of Chinese financial culture is highlighted, emphasizing the need for a blend of historical traditions and modern governance concepts [4] - The "Shanben Finance" approach reflects a deep understanding of the principle of "finance for the people," integrating social responsibility into business models to address challenges in inclusive finance [4][5] - Experts agree that the "Shanben Finance" concept provides a valuable framework for achieving a balance between social good and profitability, demonstrating that financial institutions can serve both interests [6]

Core Viewpoint - The establishment of the China Capital Market Society is a significant measure to implement the important financial work discourse of General Secretary Xi Jinping and the decisions of the Party Central Committee and the State Council, aimed at promoting high-quality development of the capital market [2][3] Group 1 - The founding conference of the China Capital Market Society was held on July 26, 2025, in Shanghai, attended by over 100 representatives and guests from various sectors [2] - The conference approved important systems such as the "Charter of the China Capital Market Society" and established seven professional committees focusing on macro and industrial research, market stability and risk prevention, innovation development, market microstructure, futures and derivatives, international markets and openness, and legal protection for investors [2][3] - The conference emphasized the need for the society to conduct extensive research on national strategic issues, forefront areas of the capital market, and significant regulatory problems, aiming to become an important platform for capital market research [3] Group 2 - The society aims to build a digital research exchange platform, publish academic journals, hold high-level academic annual meetings, and create a pool of authoritative experts in the capital market [3] - Members are encouraged to focus on theoretical research, strengthen collaboration, and enhance communication among members to improve the influence of China's capital market narrative [3] - The society held a plaque unveiling ceremony and appointed directors and deputy directors for the professional committees [4]