本文源自：金融界AI电报 1. 1月30日(周五)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.35%，标普期货跌 0.34%，纳指期货跌0.44%。 2. 截至发稿，欧洲股市主要指数齐涨。欧洲斯托克50指数涨1.04%，英国富 时100指数涨0.5%，法国CAC40指数涨0.8%，德国DAX30指数涨0.96%。 3. 截至发稿，WTI原油跌 0.64%，报65.0美元/桶。布伦特原油跌0.69%，报69.11美元/桶。纽交所黄金跌3.69%，报5157.2美元/盎 司。 市场消息 1、特朗普正式提名沃什执掌美联储，CME数据显示美联储到6月累计降息25个基点概率 达48.3%，货币市场押注美联储今年将累计降息超过两次且每次25个基点。 2、芝加哥期权交易所波动 率指数接近盘中低点，报17.80点。 3、印尼金融监管机构负责人辞职，为印尼股市抛售承担责任。 4、 印度外汇储备增至创纪录的7094.1亿美元（截至1月23日）。 5、以色列将于周日重新开放加沙与埃及之 间的拉法口岸。 6、伊朗外交部长表示伊朗的导弹问题绝不会成为谈判议题，已为战争或外交两种情况 做好准备，希望就有尊严的谈判达成框架协议 ...

Industry Investment Rating - No information provided Core Viewpoints - As of the close on January 30, most domestic futures main contracts declined. Platinum and palladium dropped nearly 12%, lithium carbonate hit the daily limit down with a 10.99% decline, and tin futures fell over 8%. PVC rose over 3% and logs rose over 2%. In the bond market, the 2 - year Treasury futures (TS) main contract remained flat, the 5 - year (TF) rose 0.01%, the 10 - year (T) rose 0.06%, and the 30 - year (TL) fell 0.23%. In terms of funds, PVC2605, ten - year bond 2603, and pulp 2605 had capital inflows, while Shanghai gold 2604, Shanghai silver 2604, and CSI 2603 had capital outflows [4][5] Summary by Related Catalogs Futures Market Overview - As of the close on January 30, domestic futures main contracts mostly declined. Platinum, palladium, lithium carbonate, tin, silver, gold, and other metals fell, while PVC and logs rose. In the stock index futures, IF, IH, IC, and IM all declined, and in the bond futures, there were different trends. As of 15:20 on January 30, PVC2605, ten - year bond 2603, and pulp 2605 had capital inflows, while Shanghai gold 2604, Shanghai silver 2604, and CSI 2603 had capital outflows [4][5] Market Analysis Copper - Shanghai copper opened high but closed lower. Supply was affected by a strike at a Chilean copper mine, and the TC/RC fees were weak and trending down. SMM expected a 1.23% month - on - month decrease in domestic electrolytic copper production in January. Demand showed that copper apparent consumption increased in December 2025, but near the Spring Festival and with high copper prices, SMEs' procurement willingness was low. The real estate policy change was positive, and the possible change of the Fed chairman and dollar depreciation affected the market. After a previous rise, profit - taking led to a downward turn [7] Lithium Carbonate - Lithium carbonate opened low and hit the daily limit down. The average prices of battery - grade and industrial - grade lithium carbonate declined. Supply was affected by a planned restart of some production lines and the suspension of a lithium mine. The export tax - rebate policy for batteries was adjusted. Inventory was being depleted, and downstream production schedules in the first quarter were expected to be good. However, terminal new - energy vehicle sales declined in January, and after a meeting, the market was affected by negative news [9] Crude Oil - OPEC+ decided to maintain the production plan in February and March 2026. Due to winter storms, US crude oil inventories decreased more than expected, and production losses reached up to 2 million barrels per day. The IMF raised the global economic growth forecast, and cold weather increased diesel demand. However, the global crude oil floating storage was high, and the supply was still in surplus. Geopolitical risks in Iran continued to rise, and the situation in Kazakhstan's oil fields was improving. Crude oil prices were oscillating strongly [10][11] Asphalt - The asphalt开工率 decreased to 25.5% this week, and the February production was expected to decline. Downstream开工率 mostly fell, and the national shipments decreased. The refinery inventory rate remained at a low level. The supply of Venezuelan heavy crude to domestic refineries was restricted, but the possibility of domestic refineries obtaining it increased. In the short term, asphalt was expected to oscillate strongly, and the arbitrage suggestion was reverse arbitrage [12][13] PP - The PP downstream开工率 decreased to 52.08% this week. The enterprise开工率 fell to 78.5%, and the proportion of standard - grade drawing production increased. Petrochemical inventories were at a low level. With rising crude oil prices, PP was expected to oscillate strongly in the short term, but the improvement in the supply - demand pattern was limited, and the sustainability of the rebound was to be treated with caution. The L - PP spread was expected to decline [14] Plastic - The plastic开工率 rose to 90% on January 30. The PE downstream开工率 decreased to 37.76%, and orders and raw - material inventories in the agricultural film and packaging film sectors decreased. Petrochemical inventories were at a low level. With rising crude oil prices, plastic was expected to oscillate strongly in the short term, but the supply - demand improvement was limited, and the L - PP spread was expected to decline [15][16] PVC - The upstream calcium carbide price in the northwest was stable. The PVC开工率 increased slightly to 78.93%, and the downstream开工率 decreased slightly. PVC exports increased due to the cancellation of export tax - rebates, but the transaction resistance increased. Social inventories continued to rise, and the real estate market was still in adjustment. The PVC market was volatile, and caution was advised [17] Coking Coal - Coking coal opened and closed higher. As the Spring Festival approached, domestic mines started holidays, and the mine inventory started to accumulate. Downstream iron - water production decreased slightly, and the first round of coke price increase was implemented. The market sentiment was volatile, and the coking coal price was expected to oscillate strongly in the short term [19] Urea - Urea opened high and closed lower, falling over 1%. The spot price was stable due to good pre - sales. In February, there would be复产 of gas - head devices, and the daily output was close to 210,000 tons. Agricultural dealers' purchases increased, but downstream factory开工率 decreased. Inventory decreased slightly. In the short term, the urea futures market was expected to be resistant to decline and mainly trade in a high - level range [20]

香港本地股方面，长实集团跌2.22%，收报45.84港元；新鸿基地产涨0.88%，收报125.7港元；恒基 地产跌1.95%，收报31.12港元。 中资金融股方面，中国银行跌1.89%，收报4.67港元；建设银行跌3.06%，收报7.91港元；工商银行 跌2.26%，收报6.49港元；中国平安跌0.82%，收报72.7港元；中国人寿跌1.8%，收报34.88港元。 石油石化股方面，中国石油化工股份跌1.28%，收报5.38港元；中国石油股份跌1.17%，收报9.28港 元；中国海洋石油跌2.4%，收报24.38港元。 新华社香港1月30日电 香港恒生指数30日跌580.98点，跌幅2.08%，收报27387.11点。全日主板成交 3016.12亿港元。 国企指数跌235.49点，收报9317.09点，跌幅2.47%。恒生科技指数跌122.92点，收报5718.18点，跌 幅2.1%。 蓝筹股方面，腾讯控股跌2.57%，收报606港元；香港交易所跌2.7%，收报432.2港元；中国移动跌 1.36%，收报79.8港元；汇丰控股跌0.73%，收报136.6港元。 ...

国有企业的官方定义是"指国务院和地方人民政府分别代表国家履行出资人职责的国有独资企业、国有独资公司以及国有资本控股公司。" 这个定义是比 较宽泛的，不过，在老百姓眼里，国企也有"真假"之分。 老百姓眼里的一份国企工作更多的意味着稳定，福利待遇好，加班不频繁。而如今有很多非垄断国企、国企子公司、国企控股公司虽然是官方定义上的国 企，但已不具备上述的三种特点，尤其是不在稳定，因此通常被人认为是假国企。 而离职率就是衡量一个国企"真假"的关键指标。离职率包括了 员工主动离职率和 被辞退率，一个国企，员工主动离职率越高，那说明这个企业福利待 遇、加班等方面越不令人满意，越是假国企。其实道理很简单，一个国企如果稳定，待遇好，加班少，这样的企业员工主动离职率会高吗？肯定不会。 而被辞退率高，那就更说明这个国企不稳定了。 接下来给大家看一下部分央国企的员工离职率。 中国移动通信集团：作为我国国有三大运营商之首，中国移动2024年度员工流失率为0.99%,这一年的主动离职人数为4531人，这个流失率可以说比较低 了。 | 指标名称 | 車位 | 2022 年 * | 2023 年 | 2024 年 | | --- | --- ...

今日（1月30日），港股市场早盘低开。 截至发稿，恒生指数开盘报27785.98点，下跌182.11点，跌幅0.65%。 天齐锂业(HK09696)：预期2025年度净利润为3.69亿元至5.53亿元，同比转亏为盈。 泰格医药(HK03347)：预期2025年归母净利约8.3亿元至12.3亿元，同比增长105%至204%。今日早间， 泰格医药涨超10%。 | 分时 5日 = 6分 15分 30分 60分 日本 周K 月K 第K = | 二八日 · 出版 · 图 / : | | 恒生指數 (HSI) | | | | | --- | --- | --- | --- | --- | --- | --- | | 慢生排数 片班 ▼ | 0000 | | | 27785.98 **** -0.65% | | | | | 28056.10 - | 28000.0 | | | | | | | | | 行情报价 | | | | | | | 27500.0 | 成交量 | 2.85亿 最高 | 27785.98 今开 | 27785.98 | | | | | 成交部 | 60.8亿 最低 | 27785.98 作者 | 271 ...

Focus Events - President Trump announced he will reveal the nomination for the next Federal Reserve Chair next week, criticizing current Chair Powell for not lowering interest rates [1] Oil Market - WTI crude oil prices surged by 5% to $66.3 per barrel, while Brent crude rose by 4.25% to $70.23 per barrel [2][4] Company Updates - Guizhou Moutai's stock price increased by 8.61%, with investor Duan Yongping stating he did not purchase shares on that day but had exchanged some shares of China Shenhua for Moutai earlier [3] - Sichuan Gold expects a net profit of 420 million to 480 million yuan for 2025, representing a year-on-year increase of 69.23% to 93.40% due to higher sales volume and rising gold prices [16] - Hanwei Technology forecasts a net profit of 125 million to 175 million yuan for 2025, indicating a growth of 63.01% to 128.22% [17] - Transsion Holdings anticipates a revenue of approximately 65.568 billion yuan for 2025, a decrease of about 4.58%, with a net profit drop of 54.11% due to rising supply chain costs [17] - Jiangfeng Electronics plans to acquire control of Kaide Quartz for cash, leading to a temporary suspension of its stock [19] - Aote Xun expects a net loss of 63.6 million to 72.1 million yuan for 2025, with potential delisting risks due to negative financial indicators [20] - Mu Xi Co. plans to use up to 200 million yuan of raised funds to provide loans to its wholly-owned subsidiary for a new GPU project [21] Industry Dynamics - The State Council issued a plan to accelerate the cultivation of new growth points in service consumption, focusing on various sectors including transportation and online services [9] - The Ministry of Industry and Information Technology held a meeting to address the "anti-involution" issue in the photovoltaic industry, emphasizing the need for coordinated governance and market regulation [12] - China aims to expand its "space+" future industries, focusing on commercial space applications and infrastructure development [11] - New regulations were issued to support wind power projects, encouraging development in less ecologically sensitive areas [14]

证券之星消息，截至2026年1月29日收盘，洲际油气(600759)报收于5.69元，上涨10.06%，已连续涨停2 天，换手率20.65%，成交量855.69万手，成交额46.35亿元。 1月29日的资金流向数据方面，主力资金净流出2.94亿元，占总成交额6.35%，游资资金净流入4597.91 万元，占总成交额0.99%，散户资金净流入2.48亿元，占总成交额5.36%。 近5日资金流向一览见下表： 洲际油气融资融券信息显示，融资方面，当日融资买入3.15亿元，融资偿还3.62亿元，融资净偿还 4632.48万元。融券方面，融券卖出24.35万股，融券偿还23.62万股，融券余量64.82万股，融券余额 368.83万元。融资融券余额7.62亿元。 近5日融资融券数据一览见下表： 该股主要指标及行业内排名如下： 洲际油气2025年三季报显示，前三季度公司主营收入15.37亿元，同比下降19.94%；归母净利润8307.61 万元，同比下降46.61%；扣非净利润9697.0万元，同比下降43.74%；其中2025年第三季度，公司单季度 主营收入4.81亿元，同比下降18.45%；单季度归母净利润3331. ...

格隆汇1月29日｜中曼石油公告，公司股票于2026年1月28日、1月29日连续2个交易日内收盘价格涨幅偏 离值累计超过20%，股价波动幅度较大。敬请投资者注意二级市场交易风险，理性投资。近期国际原油 市场受地缘局势反复、供需格局等多重因素影响，价格呈现宽幅震荡走势，短期油价波动存在较大不确 定性，敬请广大投资者注意风险。 ...

中曼石油公告称，公司股票于2026年1月28日、1月29日连续2个交易日内收盘价格涨幅偏离值累计超 20%，属异常波动。经自查，公司生产经营正常，无应披露未披露重大信息。控股股东上海中曼投资控 股有限公司自2025年3月5日至公告披露日累计增持745.77万股，占总股本1.61%，金额13971.26万元。 异常波动期间，控股股东无买卖公司股票情形。公司提示市场、油价等交易风险。 ...

Market Overview - The Hang Seng Index rose by 141.18 points, an increase of 0.51%, closing at 27,968.09 points with a total turnover of HKD 331.994 billion [1] - The National Enterprises Index increased by 40.34 points, closing at 9,552.58 points, a rise of 0.42% [1] - The Hang Seng Tech Index fell by 59.06 points, closing at 5,841.1 points, a decline of 1% [1] Blue-Chip Stocks - Tencent Holdings increased by 0.16%, closing at HKD 622 [1] - Hong Kong Exchanges and Clearing rose by 1.14%, closing at HKD 444.2 [1] - China Mobile remained unchanged, closing at HKD 80.9 [1] - HSBC Holdings increased by 0.07%, closing at HKD 137.6 [1] Local Hong Kong Stocks - Cheung Kong Holdings rose by 1.47%, closing at HKD 46.88 [1] - Sun Hung Kai Properties decreased by 0.08%, closing at HKD 124.6 [1] - Henderson Land Development increased by 1.34%, closing at HKD 31.74 [1] Chinese Financial Stocks - Bank of China rose by 1.93%, closing at HKD 4.76 [1] - China Construction Bank increased by 1.62%, closing at HKD 8.16 [1] - Industrial and Commercial Bank of China rose by 0.76%, closing at HKD 6.64 [1] - Ping An Insurance increased by 3.31%, closing at HKD 73.3 [1] - China Life Insurance rose by 0.97%, closing at HKD 35.52 [1] Oil and Petrochemical Stocks - China Petroleum & Chemical Corporation remained unchanged, closing at HKD 5.45 [1] - China National Petroleum Corporation rose by 1.51%, closing at HKD 9.39 [1] - CNOOC Limited increased by 1.3%, closing at HKD 24.98 [1]