昔日"高铁洼地"何以后来居上，"货畅其流"？ 传统工业比重较大、基础弱，为什么能链接长三角、大湾区创新资源？ 地处内陆，为什么去年前三季度实际利用外资增幅高于全国9.4个百分点，对外直接投资同比增长 超40%，外贸版图遍及200多个国家和地区？ 答案，蕴藏于一场深刻的"时空观"重塑之中。织密立体通道，创新开放平台，主动融入世界……一 个以新"时空观"为引领的江西，正以开放之姿拼抢未来，书写打造内陆地区改革开放高地的新答卷。 联通四方打造新枢纽 凌晨4点，赣州国际陆港的龙门吊划破夜色，将印有"格力电器"的集装箱稳稳装上"融湾号"高速货 运班列。6小时后，这批货物将抵达深圳盐田港，经湾区走向全球。 2025年11月19日，一列货物列车缓缓驶出赣州国际陆港。新华社发（邹阳 摄） "这相当于把出海口搬到了家门口，物流时间压缩一半，每个货柜节省近2000元。"赣州国际陆港管 委会运营管理局副局长刘立平感慨，这不仅是效率的提升，更意味着一扇面向全球市场的大门豁然洞 开。 立体通道带来的不仅是"快"，更是"联"。 2020年4月，经国务院批复，江西成为全国第三个、中部地区唯一的内陆开放型经济试验区。其 中，建设开放通道是保 ...

据央视新闻报道，当地时间1月19日深夜，美国总统特朗普在佛罗里达州机场面对媒体围堵，抛出了一 则震惊国际社会的贸易威胁。针对法国总统马克龙拒绝加入美国主导的加沙"和平委员会"，特朗普态度 嚣张，直言要对法国葡萄酒和香槟征收200%的高额关税，还顺带嘲讽马克龙"很快就要卸任，没人稀罕 他加入"。这番言论不是空穴来风的气话，作为曾动辄对盟友挥起关税大棒的政客，特朗普的威胁背 后，是美法盟友关系彻底撕裂的现实。 矛盾的种子早已埋下。此前格陵兰岛问题上，欧洲七国派兵进驻，法国派出兵力最多，即便特朗普以关 税施压，其他国家纷纷撤兵妥协，法国依旧硬刚到底拒不撤军。如今加沙"和平委员会"争议成为新导火 索，马克龙明确拒绝美国的入会邀请，彻底点燃了特朗普的怒火。报复手段接踵而至，除了关税威胁， 特朗普还将马克龙私下发来的谦卑短信公之于众，用这种人格化羞辱的方式瓦解对方外交颜面，甚至放 话今年不会出席法国主办的G7峰会，把盟友间的体面撕得一干二净。 编辑 更讽刺的是，马克龙眼馋的中国技术，恰恰折射出欧洲工业的空心化困境。曾经欧洲靠着"技术换市 场"在中国赚得盆满钵满，如今局势已然反转。中国在新能源、光伏、动力电池等领域实现弯道 ...

新华社北京1月26日电 题：新华社经济随笔：从"贡献超四成"读懂现代产业的分量 2025年，大国经济的"家底"更加厚实：我国工业增加值达到41.7万亿元，对经济增长的贡献率达到 35%，比上年提高1.8个百分点。其中，作为工业经济的主体，制造业产出规模持续扩大，门类体系完 整的优势更加明显，制造业增加值连续16年稳居世界首位。信息传输、软件和信息技术服务业增加值达 7.06万亿元，同比实现两位数增长，对经济增长的支撑、拉动作用更为显著。 这些数据背后，是过去一年我国工业企业直面国际经贸形势变化，主动进行多元化市场布局、产品结构 升级；是各方合力攻关关键核心技术，推动重大装备实现突破……在外部环境急剧变化、国内困难挑战 增多的复杂严峻形势下，规模庞大、基础雄厚的实体经济，托举着中国经济稳健向前，其"压舱石"作用 愈发坚实可感。 庞大的经济体量里，有与日俱增的含"新"量。 先进制造加速发展，产业结构不断优化，"新"的动能持续壮大。去年，我国一批优势产业彰显竞争力： 新能源汽车新车销量达1649万辆，工业机器人产量同比增长28%，民用无人机产品数量和种类不断增 长，光伏产业稳健发展，造船业实现量质齐升。 新华社记者 ...

埃吉林斯基在接受采访时表示："美国庞大的债务规模，以及高利率对债务的冲击，可能推动美联储进 一步降息。低利率环境，尤其是在今年晚些时候新任美联储主席上任后，或将成为白银价格的上行推动 力。" 波动率低迷，贵金属却逆势走高 AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 降息周期向来是黄金的高光时刻，而本轮周期中，白银或悄然抢占风头。 随着美国债务高企、债务付息成本攀升，即便通胀居高不下，市场仍押注美联储将采取更为宽松的货币 政策。Direxion董事总经理兼销售、分销及另类投资主管埃德・埃吉林斯基（Ed Egilinsky）认为，这一 转变或将为白银打造出一个罕见的强劲宏观利好格局。 波动率是优势而非缺陷 埃吉林斯基指出："从历史来看，白银的波动率向来高于黄金。"他还补充道，白银本轮涨势已然伴随交 易量的持续攀升。若全球经济活动保持韧性，且人工智能和能源领域的投资持续加码，白银在本轮周期 的下一阶段或跑赢黄金。 给投资者的启示 值得关注的是，此次贵金属上涨并非由传统的避险情绪触发。正如埃吉林斯基所言："过去两年，波动 率指数（VIX）基本保持低迷，而黄金和白银却大幅走高。" 这打破了贵金属仅在危机中 ...

从股票 ETF 二级市场表现看，光伏、卫星板块领涨。当日涨幅前十大股票 ETF 中，光伏新能源板块占据 4 席，卫星占据 6 席。 具体而言，当日有 21 只股票 ETF 上涨幅度超过 8% ，科创板新能源 ETF 、卫星 ETF 、光伏 ETF 易方达、卫星产业 ETF 涨幅均达到 10% 。 【导读】上周五股票 ETF 资金净流出超 700 亿元 中国基金报记者 天心 上周五（ 1 月 23 日）， A 股市场呈现普涨格局，三大指数集体收涨，两市成交额重回 3 万亿元以上。 部分资金继续选择兑现离场。上周五全市场股票 ETF （含跨境 ETF ）资金净流出超 717 亿元。沪深 300 、上证 50 、中证 1000 等宽 基 ETF 是资金净流出较多的品种， 4 只单日净流出超 100 亿元，最大单只单日净流出超 200 亿元。 实际上，过去一周，由于 部分宽基 ETF 出现较大规模 " 失血 "，股票 ETF 连续五个交易日资金净流出，合计净流出近 4500 亿元。 光伏、卫星板块 ETF 领涨 Wind 数据显示，截至 2026 年 1 月 23 日，全市场 1315 只股票 ETF 总规模达 4. ...

Core Viewpoint - Xining Economic and Technological Development Zone aims to establish five key areas: new quality productivity, technological innovation, green low-carbon demonstration, industrial transfer, and open economy, with a total investment of 277.7 billion yuan for 287 major projects [1][2]. Group 1: Development Strategy - The development strategy focuses on stabilizing silicon, expanding energy storage, deepening non-ferrous metals, coordinating computing power, and nurturing new quality [1]. - The dual-driven approach of "emerging industry cultivation + traditional industry upgrading" is emphasized to activate the industrial upgrade engine [2]. Group 2: Project Implementation - A special leadership group has been established to ensure the implementation of the five key areas, with responsibilities and annual targets clearly defined [1]. - The "one project, one special team" mechanism is introduced to address challenges in project initiation, land use, and financing [1]. Group 3: Industry Focus - The development zone will leverage Qinghai's green electricity advantages to focus on green computing power, artificial intelligence, and hydrogen energy [2]. - Key industries such as photovoltaics, lithium batteries, and non-ferrous metals will undergo special technical transformation actions to advance the value chain towards high-end [2]. Group 4: Investment and Resource Allocation - A focus on chain extension and strengthening will be implemented, with a targeted industrial chain investment map developed to attract projects from key regions like the Yangtze River Delta and the Pearl River Delta [2]. - The operational model of "management committee + company" will be promoted to streamline project initiation and approval processes, reducing project landing cycles by over 30% [2].

Core Insights - China has released a total of 57 national standards related to the new energy vehicle, lithium battery, and photovoltaic industries, with 13 standards for new energy vehicles, 2 for lithium batteries, and 42 for the photovoltaic sector [1] Group 1: National Standards Overview - The national standards released include guidelines for electric vehicle remote services, battery swap safety requirements, charging and discharging systems, lithium battery coding rules, green product evaluations, and ground-mounted photovoltaic modules [1] - The "new three samples" industries have been identified as strategic emerging industries, with clear development directions and goals set by the government [1] Group 2: Future Standards Development - By 2025, the State Administration for Market Regulation plans to implement 167 national standard projects for the "new three samples" industries, including 57 revised or newly established standards in the new energy vehicle sector focusing on safety, product quality, carbon footprint, battery recycling, and performance evaluation [2] - In the lithium battery sector, 30 new national standards will be developed, emphasizing product safety, classification, quality management, and green low-carbon initiatives [2] - The photovoltaic sector will see the establishment of 80 national standards, concentrating on product quality safety, energy consumption limits, new high-efficiency photovoltaic battery components, and intelligent operation and maintenance of photovoltaic systems [2] Group 3: Implementation and Promotion - The State Administration for Market Regulation will accelerate the development of national standards for the "new three samples" industries and enhance the promotion of existing standards through various means [2] - Collaboration with relevant departments will be initiated to ensure the industry accurately understands and implements the standards, aiming for effective application and rapid realization of the standards to drive high-quality development in these sectors [2]

Group 1 - The core point of the news is that Maiwei Co., Ltd. experienced a stock decline of 5.03%, with a current share price of 202.10 yuan and a total market capitalization of 564.68 billion yuan [1] - Maiwei Co., Ltd. is primarily engaged in the design, research and development, production, and sales of high-end intelligent manufacturing equipment, with 75.00% of its revenue coming from solar cell production equipment [1] - The company was founded on September 8, 2010, and went public on November 9, 2018 [1] Group 2 - According to data, the Huatai-PineBridge Fund holds a significant position in Maiwei Co., Ltd., with 330,000 shares representing 3.77% of the fund's net value, making it the eighth largest holding [2] - The fund, Huatai-PineBridge CSI Photovoltaic Industry Index Enhanced A (013816), has a current scale of 287 million yuan and has reported a year-to-date return of 6.51% [2] - The fund manager, Lai Zhongli, has a tenure of 13 years and has achieved a best return of 94.17% during his management period [3]

Core Viewpoint - The transformation of Qinghai from a remote and underdeveloped region into a modern regional center is highlighted, showcasing the resilience and efforts of its people under the leadership of the Communist Party of China [1]. Group 1: Historical Development - In the 1950s, the construction of the Qinghai-Tibet Highway, known as the "Heavenly Road," was a monumental effort that cost many lives, with an average of one builder per kilometer lost [2]. - The establishment of the 221 Factory in 1958 marked a significant achievement in China's nuclear weapons development, with the first atomic bomb successfully developed in 1964 under extreme conditions [2]. Group 2: Economic Growth and Modernization - The economic reforms initiated in the 1980s led to the emergence of individual businesses in Xining, with significant milestones such as the completion of the Qinghai Aluminum Plant in 1992 and the start of the second phase of the Qinghai-Tibet Railway in 2000 [3]. - By 2020, all 42 impoverished counties in Qinghai had been lifted out of poverty, and the province has become a leader in clean energy, particularly in the lithium and photovoltaic industries [3]. - The development of the Taratantan photovoltaic park symbolizes the transformation of barren land into a hub for renewable energy, reflecting the province's commitment to sustainable growth [3].

Core Viewpoint - The new silver export control policy in China aims to enhance industry concentration and ensure the sustainable development of the silver industry by setting strict criteria for export enterprises, amidst rising global demand for silver in various high-tech industries [2][7]. Group 1: Export Control Policy - The new policy elevates the export management level of silver, introducing three strict "red lines": - Production capacity line: Enterprises with annual production below 80 tons will be eliminated to enhance industry concentration [2]. - Qualification line: Companies must have a continuous export record for the past three years to prevent speculative entrants [2]. - Environmental line: Enterprises not meeting environmental standards will be shut down to promote green development [2]. Group 2: Industrial Demand for Silver - Silver's role has evolved beyond being a precious metal for jewelry; industrial demand now accounts for over 50% of total silver consumption, a figure that continues to rise [2]. - Silver is essential in high-end electronic components and thermal materials, playing a critical role in emerging industries such as: - Photovoltaics: Silver paste is a key conductive material for solar cells, with no complete substitutes found yet [4]. - Electric vehicles: Each electric vehicle uses an average of 1 to 1.5 ounces of silver, double that of traditional cars [4]. - 5G communication: All 5G devices require silver-coated components for signal transmission [4]. - Artificial intelligence: Silver is widely used in electronic components of servers and hardware [4]. Group 3: Global Supply Chain and Market Dynamics - The trend of increasing silver demand may reshape global supply chain dynamics, challenging the long-established global division of labor and prompting tech companies to reconsider production base layouts and supply chain resilience [5]. - Financial capital is increasingly recognizing silver's dual attributes as both a safe-haven precious metal and an industrial metal with growth potential, leading to heightened price volatility [5]. - In 2025, silver prices surged from $29-$30 per ounce at the beginning of the year to a range of $70-$80 by year-end, achieving over 100% growth, outpacing gold [5]. Group 4: Strategic Implications - The implementation of China's silver export control policy occurs at a time of global market vulnerability and supply tension, serving as a defensive measure to safeguard domestic industrial security [7]. - Long-term, this policy aims to control key resources, promote domestic industrial upgrades, and shape a favorable strategic landscape in global technology and industrial competition [7]. - The rising silver prices signal a deeper level of technological competition, where the ability to secure sufficient resources and innovate to reduce resource dependency will determine future leadership in the tech industry [7].