在进口方面，按商品类别统计，2025年印尼十大非油气进口品类中，电气机械及设备进口增幅最大，同 比增长17.22%；钢铁进口降幅最为明显，同比下降11.17%。(完) 数据显示，全年顺差主要由非油气贸易支撑。2025年，印尼非油气出口额达2698.4亿美元，其中制造业 对非油气出口增长的贡献率为10.77%。棕榈油及其衍生品、珠宝和贵金属制品、有机基础化学品、有 色金属冶炼产品，以及半导体和电子元器件等出口表现较为突出。 从出口市场看，中国仍为印尼最大的非油气出口目的地，美国位居第二，印度排名第三，三大市场合计 占印尼非油气出口总额的42.28%。从双边贸易结构看，2025年为印尼贡献贸易顺差最多的国家是美 国，其次为印度、菲律宾。 中新社雅加达2月2日电(记者李志全)印度尼西亚中央统计局2日公布数据显示，在非油气出口强劲增长 带动下，2025年，印尼贸易顺差达410.5亿美元，明显高于2024年的313.3亿美元。 印尼中央统计局副局长阿腾·哈托诺当天在新闻发布会上表示，2025年12月，印尼再次录得贸易顺差， 从而实现自2020年5月以来连续68个月保持贸易顺差。从全年看，2025年印尼出口额为2829. ...

2月2日，A股遭遇重挫，午后跌幅进一步扩大，沪指、创业板指均跌逾2%。市场呈现普跌格局，4652只个股收跌，有色、煤炭、石油、化工等资源类板 块成为下跌"重灾区"，科技板块亦集体走弱，仅白酒、银行等少数板块逆势护盘。 今日盘面板块大面积下挫，仅白酒饮料、输变电设备、特高压、银行等少数板块逆市护盘。相比之下，小金属概念、稀缺资源、黄金概念、化工原料、汽 车芯片、钢铁等板块跌幅居前。 | 东财概念指数 | | | | | 东财行业指数 | | | A股市场核心指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 跨境支付 0.41% | | 超级品牌 0.55% | | | | | | 国证1000 -2.72% | | 沪深300 -2.13% | | | | | | | 银行 0.57% | | | 饮料 1.67% | | | | | | 小金属概念 | 白酒 | 智能电网 | | | | | | 中证A100 -2.68% | 深证成指 | FIFFSO -2.07% | | | -7. ...

证券研究报告 | 宏观定期报告 2026 年 02 月 02 日 相关报告 1、《沃什当选与 PPI 提前转 正，谁将成为下阶段市场主要 矛盾———宏观与大类资产周 报》2026-02-01 2、《为什么伊朗局势一波三 折？———国际时政周评》 2026-02-01 3、《金属价格为何如此繁荣— 显微镜下的中国经济（2026 年 第 3 期）》2026-01-26 张一平 S1090513080007 zhangyiping@cmschina.com.cn 张静静 S1090522050003 zhangjingjing@cmschina.com.cn 2025 年周平均工作时间有所下降 显微镜下的中国经济（2026 年第 4 期） 频率：每周 降低就业人员工作时长，有助于增加消费场景，对提升居民消费率有帮助作 用。 定期报告 根据国家统计局的数据，企业就业人员每周平均工作时间为 48.43 小时，低 于 2023 和 2024 年时长，但仍明显高于疫情前的水平。去年，除 1 月外，2- 12 月每周平均工作时间均低于 2023-2024 年同期水平。 工作时长的缩短自然会增加居民的闲暇时间。根据我们的测算扣 ...

证券日报网讯2月2日，三钢闽光（002110）在互动平台回答投资者提问时表示，截至2026年1月30日收 盘，公司股东人数41100户。 ...

Group 1 - The core announcement is that Shougang Co., Ltd. (000959) has repurchased a total of 37,010,216 shares, which represents 0.4772% of the company's current total share capital [1] Group 2 - The repurchase was conducted through a dedicated securities account via centralized bidding transactions [1] - The repurchase is set to be completed by January 31, 2026 [1]

Group 1 - The core viewpoint emphasizes the importance of adhering to Marxism, Mao Zedong Thought, Deng Xiaoping Theory, and Xi Jinping's thoughts to promote high-quality development and ecological protection in Shanxi [2][3] - The overall strategy includes promoting the transformation of resource-based economies, deepening energy reforms, and establishing new high grounds for opening up inland areas [2][3] Group 2 - The focus is on achieving significant results in high-quality development by expanding domestic demand, improving consumption mechanisms, and increasing effective investment in key projects [7] - The development of new productive forces and the modernization of the economic system are prioritized to maintain reasonable economic growth [7] Group 3 - Major progress has been made in the transformation of the resource-based economy, with significant achievements in energy transition and industrial upgrading [9] - The establishment of a new energy system is underway, with a goal to increase renewable energy capacity by 100 million kilowatts [9] Group 4 - The strategy includes enhancing industrial upgrading, promoting traditional industries, and fostering emerging industries to achieve annual growth rates of over 5% in manufacturing and 8% in the digital economy [10] - Agricultural strategies aim for high-standard farmland to reach 30.5 million acres and grain production capacity to hit 30.5 billion jin by 2030 [10] Group 5 - The innovation system is being enhanced through the implementation of education and talent strategies, aiming for a 10% annual increase in R&D funding and the establishment of additional national laboratories [12] - A talent policy framework is being developed to create a unique talent center in Shanxi [12] Group 6 - The focus on social and cultural development includes promoting core socialist values and enhancing public cultural services to enrich the cultural life of the people [16][17] Group 7 - The quality of life for residents is being improved through employment initiatives, income growth plans, and the establishment of a comprehensive social security system [19] - Urbanization efforts aim for a population urbanization rate of around 71% and the modernization of rural areas [21] Group 8 - Significant achievements in ecological protection are noted, with an increase in non-fossil energy consumption and a reduction in major pollutants, alongside improved resource utilization [23] Group 9 - Safety development capabilities are being enhanced through a shift towards preventive public safety governance and improved disaster prevention measures [25]

证券日报网讯2月2日，友发集团（601686）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东人数约为3.2万户。 ...

以上调整均为含税价，执行日期自2026年2月1日起。 中天钢铁 1月31日中天钢铁集团对建材品种出厂价格进行了调整，本次调整是以"1月20日中天钢铁集团出台2026 年1月下旬产品价格 "为基准，各品种调整如下： ①螺纹钢品种价格平 ，现HRB400材质Φ18mm规格执行价格3400元/吨；HRB400E加价30元/吨， Φ10mm加价160元/吨，Φ12mm加价100元/吨，Φ14mm加价30元/吨，Φ16mm、Φ20mm、 Φ22mm 加价 30元/吨 ，Φ25mm加价50元/吨， Φ28-32mm加价80元/吨；Φ36mm以上加价250元/吨；HRB500在 HRB400基础上加价300元/吨，HRB500E在HRB400基础上加价330元/吨。 ②高线品种价格平 ，现HPB300材质Φ8-12mm规格执行价格3700元/吨，Φ6mm加价150元/吨 ； 沙钢 2月1日沙钢对建筑钢材品种出厂价格进行了调整，"1月21日沙钢出台2026年1月下旬建材价格调整"为基 准，具体调整情况如下： ①螺纹钢价格暂稳，现HRB400Ф16-20mm螺纹出厂价格为3450元/吨，Φ10mm规格加价160元/吨， Φ12 ...

Group 1 - The upcoming ministerial meeting in Washington will involve officials from the US, EU, UK, Japan, Australia, and New Zealand discussing the establishment of a strategic alliance around critical minerals, with participation from Canada, India, South Korea, Mexico, and Argentina [1] - This summit is viewed as a significant step towards repairing transatlantic partnerships and is aimed at reducing reliance on China for critical minerals, particularly rare earth resources essential for modern manufacturing [1] - The US State Department emphasized the importance of strengthening cooperation on critical mineral supply chains for the US economy, national security, technological leadership, and building a resilient energy future [1] Group 2 - EU officials express a desire for a more stable cooperation framework with the US on strategic issues like critical minerals, moving away from past tensions over tariffs [2] - Australia has announced a strategic mineral reserve worth AUD 1.2 billion, focusing on key minerals susceptible to supply disruptions, including antimony and gallium [2] - The EU is expected to urge the US to eliminate recently introduced tariffs on global steel derivatives during the meeting, which could impact various products including aluminum doors and offshore wind turbines [2] Group 3 - The first steel derivatives tariff list was published last August, with a second list potentially covering up to 700 products still pending [3] - EU officials criticize the US for its ongoing threats of new tariffs based on various reasons, calling for an end to such practices [3]

据Wind数据统计，截至1月31日，共有3057家上市公司披露业绩预告。预喜的上市公司共有1638家，占比53.6%；预盈 的上市公司共有1518家。分行业看，有色金属、非银金融等行业紧抓周期性机会业绩优异，硬件设备、半导体、汽车 与零配件等新动能产业表现亮眼，以钢铁为代表的传统产业利润结构持续优化。 彭博社近日发文称，根据法国巴黎银行(BNP Paribas SA)的一项年度调查，有14%的投资者计划在2026年向中国基金注 入更多资金；越来越多的全球投资者计划向专注于中国的对冲基金增加投资，与三年前的撤资潮形成了鲜明对比。 与此同时，2月券商金股名单也陆续出炉，主要集中在电子、机械设备、有色金属等行业。个股方面，海光信息、腾 讯控股、中国太保、紫金矿业的人气最高。展望2月，券商普遍认为，春季行情趋势仍将延续，科技成长、顺周期板 块受到青睐。 BNP全球资本引入伦敦负责人Marlin Naidoo在接受采访时表示："中国市场的转折点故事确实从去年开始出现，而且今 年似乎还会更加强烈。" 部分基金经理认为，当前半导体行业仍处于本轮景气度的上行加速期，在结构性供需失衡的背景下，算力、存储、光 模块与全球半导体设 ...