申万宏源宏观 热点思考 | 财政金融协同，助力"开门红"（申万宏观·赵伟团队） 原创 阅读全文 ...

产能利用率从15%提升至33%以上、营业收入增长20%、财务费用减少68%……中国中信金融资产青海 分公司立足主责主业，以高质量金融服务支持区域内国家级专精特新重点"小巨人"企业发展，为构建现 代化产业体系注入金融动能。 把脉问诊，打通金融资源流向实体经济的"最后一公里"。实体经济是国民经济的根基，而专精特新企业 作为科技创新的主力军，更是推动高质量发展的关键力量。做好金融"五篇大文章"，核心在于打通金融 资源流向实体经济的"最后一公里"，尤其是要为科技型制造业企业破解发展瓶颈。青海中钛青锻装备制 造有限公司作为青海省委、省政府、金融监管总局青海监管局重点关注的国家级专精特新重点"小巨 人"企业，是重型装备加工核心基地，不仅肩负着国家及青海省多项科研重点课题的攻关使命，更凭借 自主设计建造的6.8万吨压机机组，填补了国内相关领域技术空白。由于在发展中受多重因素影响，该 企业遭遇债权人诉讼执行、银行账户被查封，丧失多笔客户业务订单机会，陷入了财务压力与生产经营 停滞的双重困境。 中国中信金融资产青海分公司针对该企业面临的困境，迅速成立项目组深入调研、把脉问诊，多次与企 业及其主要股东方深入沟通交流，往返北京、沈 ...

21日，欧洲议会国际贸易委员会主席朗格宣布，针对欧盟与美国贸易协定的审议将无限期冻结。朗格表 示，当天欧洲议会谈判团队决定，暂停欧洲议会国际贸易委员会就欧美贸易协定的审议工作。朗格称， 目前欧盟的主权和领土完整正面临威胁，在这种情况下无法照常开展相关工作。 【最新国际黄金行情解析】 昨日黄金市场波动剧烈，日内大幅上扬，价格一度逼近4888高位，基本触及高盛去年所预测的4900目标 价位。然而，凌晨时段受消息面影响，金价出现大幅下跌。从短期走势来看，市场存在回调需求，随后 才会进一步选择方向。 从下方支撑位来看，若4755被有效下破，金价大概率将回落至本周低点4630，甚至有可能触及本轮起涨 点4537附近。反之，若4755未能被有效突破，预计短期内金价将以高位震荡为主。 摘要今日周四(1月22日)亚盘时段，国际黄金最新报价为1074.58元/克，较前一交易日下跌6.97元，涨幅 0.64%，日内呈现高位承压走势。当日开盘价报1081.31元/克，盘中最高触及1081.90元/克，最低下探至 1068.30元/克。 今日周四(1月22日)亚盘时段，国际黄金最新报价为1074.58元/克，较前一交易日下跌6.97 ...

早盘提示 Morning session notice 研究员： 于军礼 从业资格： F0247894 交易咨询资格：Z0000112 联系方式：yujunli@greendh.com | 板块 | 品种 | 多（空） | 推荐理由 | | --- | --- | --- | --- | | | | | 【行情复盘】 周三两市主要指数低开后即快速冲高，成长类指数恢复活力，芯片板块涨幅居前。 | | | | | 两市成交额 2.60 万亿元，稍有减量。中证 500 指数收 8340 点，涨 92 点，涨幅 1.12%； | | | | | 中证 1000 指数收 8247 点，涨 64 点，涨幅 0.79%；沪深 300 指数收 4723 点，涨 4 | | | | | 点，涨幅 0.09%；上证 50 指数收 3067 点，跌 3 点，跌幅-0.11%。行业与主题 ETF | | | | | 中涨幅居前的是黄金股票 ETF、集成电路 ETF、科创芯片设计 ETF、芯片 ETF 广发、 | | | | | 半导体 ETF，跌幅居前的是银行 ETF、酒 ETF、食品 ETF。两市板块指数中涨幅居前 | | | | ...

数盟资本公告，配售协议所载的所有先决条件均已达成，配售事项已于2026年1月21日(于联交所交易时 段后)根据配售协议的条款及条件完成。配售代理已成功按每股配售股份0.99港元的配售价，向不少于6 名承配人配售5760万股配售股份，占公司紧随配售事项完成后经配发及发行配售股份所扩大的已发行股 本约16.67%。 配售事项所得款项净额约为5540万港元。所得款项净额由该公告所披露的约5578万港元减少至约5540万 港元，主要由于与配售事项相关的监管合规要求所产生的专业费用增加所致。 智通财经APP获悉，香港联交所最新资料显示，1月21日，数盟资本(08375)股东将股票存入雅利多证 券，存仓市值1.26亿港元，占比20%。 ...

Core Viewpoint - The article discusses the recent geopolitical tensions surrounding Greenland and its impact on global markets, particularly the U.S. stock market, which experienced significant declines. It highlights the potential for gold to become a safe haven asset amid these uncertainties [4][5][14]. Market Reactions - On January 20, 2026, the S&P 500 index fell by 2.1%, erasing all gains for the year, as geopolitical tensions escalated due to U.S. President Trump's ambitions regarding Greenland [5]. - The VIX, a measure of market volatility, reached its highest level since November of the previous year, while U.S. long-term Treasury yields rose to a four-month high [5]. - The dollar weakened against most major currencies, and Bitcoin saw a significant drop, while gold prices hit a historical high, surpassing $4,700 [5][10]. U.S. Trade Policy and Its Implications - President Trump announced a 10% tariff on imports from eight European countries, which could lead to a 0.1% to 0.2% decline in the actual GDP of the affected nations [7]. - This move has prompted global investors to consider reducing their exposure to U.S. assets, reflecting a "Sell America" sentiment [7][8]. - Goldman Sachs does not anticipate a broad beta adjustment in the U.S. market but expects a continued rotation trend, favoring AI-enabled and productivity-enhancing stocks over software stocks [8]. Gold as a Safe Haven - Global macro fund managers suggest that gold is the only asset that will benefit in the short term, potentially accelerating the process of de-dollarization [9]. - Analysts predict that gold could surpass $5,000 in 2026, driven by geopolitical tensions and the potential for a rebalancing of dollar assets [10]. - The geopolitical significance of Greenland, with its rich mineral resources, is seen as a strategic asset for the U.S. in breaking China's rare earth monopoly [10][11]. European Response to U.S. Tariffs - The European Union is preparing to respond to Trump's tariffs, with potential measures including suspending the EU-U.S. trade agreement and imposing counter-tariffs on U.S. goods [15]. - The EU's response is expected to be gradual, allowing for negotiation time, with initial steps likely to include suspending the trade agreement before implementing countermeasures [15].

Group 1 - The Ministry of Finance and other departments announced a temporary exemption from personal income tax on capital gains from the transfer of CDRs by individual investors for the years 2026 and 2027 [1][1] - The Ministry of Industry and Information Technology reported that the first phase of 6G technology trials has resulted in over 300 key technology reserves, with the second phase of trials already initiated [1][1] - The State Administration for Market Regulation is overseeing the rectification of the logistics industry to promote fair competition and protect the rights of truck drivers [1][1] Group 2 - The National Energy Administration reported that electricity demand reached a winter record high of 1.168 billion kilowatts from January 19 to 21, a 12.2% increase from last year's peak of 1.041 billion kilowatts [2][2] - The Guangdong provincial government introduced policies to encourage the development of artificial intelligence in transportation, including support for autonomous driving technology and regulatory platforms [2][2] - Moore Threads announced an expected net loss of 950 million to 1.06 billion yuan for 2025, a reduction in loss of approximately 5.58 billion to 6.68 billion yuan compared to the previous year, representing a narrowing of 34.5% to 41.3% [2][2] Group 3 - The Danish "Academic Pension Fund" plans to sell $100 million in U.S. government bonds due to concerns over the U.S. fiscal situation [6][6] - The Japan National Tourism Organization reported a significant decline of 45.3% in the number of visitors from mainland China in December, totaling 330,400 [6][6] - The International Energy Agency projected that global oil demand will grow by 930,000 barrels per day in 2026, an increase from the previously estimated 860,000 barrels per day [6][6] Group 4 - Companies such as Yalun Technology expect revenues of 1.45 billion to 1.52 billion yuan for 2025, while Daikin Heavy Industries anticipates a net profit increase of 121.58% to 153.23% year-on-year [8][8] - JinkoSolar expects a net loss of 5.9 billion to 6.9 billion yuan for 2025, while other companies like Tianfu Communication and Hekang New Energy project significant profit increases [8][8]

【环球时报赴毛里求斯特派记者 黄培昭】编者的话：最近，印度洋上一些国家接连吸引国际视线：法 国总统马克龙将毛里求斯作为其非洲四国行的首站，中共中央政治局委员、外交部长王毅对坦桑尼亚等 非洲国家进行访问并在归途中经停斯里兰卡。这些外交动向再次将印度洋以及该地区国家的战略意义推 向台前。浩瀚的印度洋承载着全球过半的集装箱货运和1/3的散货贸易，是连接东西方的能源与贸易命 脉，而该地区国家正是把控这条命脉的枢纽。在"聚焦印度洋"系列报道中，《环球时报》将为您讲述印 度洋日益凸显的重要性，介绍印度洋相关国家的历史与发展现状，剖析其内政外交政策以及如何与其他 国家进行合作与互动。 然而，西方国家殖民给毛里求斯留下的伤痕尚未完全愈合——查戈斯群岛仍在英国的控制下。该群岛位 于毛里求斯东北约750公里的印度洋海域，1965年毛里求斯被迫将其割让给英国。次年，英国将群岛中 的主岛迪戈加西亚租给美国建设空军基地。 迪戈加西亚岛地处印度洋上连接亚洲与非洲的主要国际贸易通道沿线。据欧洲《现代外交》等媒体报 道，美国在该岛上的基地为其在印度洋提供了重要的战略纵深和战术指挥便利。基地设施包括可停靠航 空母舰的深水港、适用于战机起飞的长 ...

Group 1 - Longqi Technology (9611.HK) is officially listed today, indicating a significant milestone for the company [1] - Mingming (1768.HK) is actively seeking subscriptions, reflecting investor interest in the market [1]

Core Viewpoint - The People's Bank of China emphasizes the acceleration of the construction of a cross-border payment system for the renminbi, aiming for diversified and multi-layered development in cross-border payment services [1] Group 1: Payment System Development - The 2026 payment settlement work will closely align with the "14th Five-Year Plan" and the goal of building a strong financial nation, promoting high-quality development of a modern payment system [1] - The meeting calls for strict implementation of transparent regulation of payment institutions and functional regulation of payment services, aiming to create a healthy industry ecosystem through a combination of administrative and self-regulatory measures [1] Group 2: Service Optimization and Innovation - Continuous efforts will be made to optimize payment services, ensuring convenient and secure payment options for users [1] - The enhancement of service quality and efficiency in payment systems will be driven by innovation, facilitating the upgrade of the industry [1]