Group 1: Economic Support Measures - The central bank has implemented a "combination punch" to support high-quality economic development, including a 0.25 percentage point reduction in re-lending and rediscount rates, indicating room for further cuts in reserve requirement ratios and interest rates this year [4][17]. Group 2: Trade and Export Statistics - According to customs statistics, China's foreign trade imports and exports are expected to reach 45.47 trillion yuan in 2025, a growth of 3.8%, with exports at 26.99 trillion yuan (up 6.1%) and imports at 18.48 trillion yuan (up 0.5%) [4][17]. - Cumulative steel exports in 2025 are projected to be 11,901.9 million tons, marking a year-on-year increase of 7.5%, setting a new historical high [4][17]. Group 3: Steel Industry Performance - As of January 15, the average cost for 76 independent electric arc furnace construction steel mills was 3,377 yuan per ton, with an average loss of 45 yuan per ton and a profit of 68 yuan per ton from low electricity costs [5][18]. - The profitability rate for 247 steel mills this week is 39.83%, an increase of 2.17 percentage points from the previous week, while daily molten iron production is 2.28 million tons, down by 1.49 million tons from last week [6][20]. Group 4: Steel Supply and Demand Dynamics - This week, the supply of five major steel products reached 8.19 million tons, a slight increase of 0.62 million tons (0.1% growth) week-on-week, while total inventory decreased by 69,100 tons (0.6% decline) to 12.47 million tons [7][20]. - The apparent consumption volume was 8.26 million tons, reflecting a week-on-week increase of 3.7% [20]. Group 5: Specific Steel Products Analysis - Rebar production decreased by 0.74 million tons to 1.903 million tons, with total inventory slightly down by 0.04 million tons to 4.3807 million tons, while demand increased by 15,280 tons to 1.9034 million tons [8][21]. - Hot-rolled coil production increased by 2.85 million tons to 3.0836 million tons, with inventory reduction of 5.8 million tons to 3.6233 million tons, and demand increased by 5.82 million tons to 3.1416 million tons [9][22]. Group 6: Market Outlook and Strategies - The short-term trading range for rebar is suggested to be between 3,100 and 3,200 yuan per ton, while hot-rolled coil is expected to trade between 3,250 and 3,350 yuan per ton [10][23]. - The alloy market is experiencing weak supply and demand, with overall supply remaining low and production slightly decreasing, while cost support remains stable [11][24].

2026年伊始，尚未鸣哨的东北足球超级联赛（以下简称"东北超"）已交出亮眼招商成绩单：累计意 向赞助额突破5000万元，近40家企业明确合作意向，涵盖能源、金融、汽车、文旅等多个领域。数字背 后，是"东北超"作为区域体育IP的强劲吸引力，更折射出其从社会影响力到经济带动力，再到区域协同 力、产业赋能力的层层递进的商业价值。 第三层价值，见于深化区域协同的发展聚合力，升华商业价值的辐射能级。 省体育局产业处处长李志刚认为，"东北超"赛事的落地，打破了地域壁垒，推动8座核心城市在赛 事运营、资源共享、市场开发等方面深度合作。 一方面，赛事推动区域内文旅资源的联动开发，比如将辽宁滨海的壮阔、吉林白山的豪迈、黑龙江 林海的苍茫、内蒙古草原的辽阔串联起来，打造"东北超观赛+跨区域文旅"的特色线路，实现客源互 送、市场共拓；另一方面，赛事为区域内企业搭建了合作交流的平台，形成"赛事搭台、企业唱戏、区 域共赢"的良好格局。 第四层价值，归于赋能东北振兴的产业驱动力，拓展商业价值的长远空间。 第一层价值，源于广泛的社会影响力与传播力，构筑商业价值的根基。 首届"东北超"覆盖辽吉黑三省及内蒙古东部人口超1亿人，采用"主客场单循 ...

鹏高控股集团发布公告，于2026年1月9日因转换可换股债券而发行1.79亿股。 智通财经APP获悉，香港联交所最新资料显示，1月15日，鹏高控股集团(01865)股东将股票存入圣衡金 融控股，存仓市值1413.3万港元，占比6.51%。 ...

鹏高控股集团发布公告，于2026年1月9日因转换可换股债券而发行1.79亿股。 香港联交所最新资料显示，1月15日，鹏高控股集团(01865)股东将股票存入圣衡金融控股，存仓市值 1413.3万港元，占比6.51%。 ...

——市场基础设施更加畅通。统筹推动"硬联通"和"软协同"，高速公路通车总里程突破1万公里；2025 年前11个月，全省累计完成港口吞吐量6067.6万吨、同比增长20.2%；常态化开行郑州至青岛、连云 港、宁波等铁海联运班列，社会物流总费用与地区生产总值比率低于全国平均水平0.6个百分点。 ——市场要素配置更加高效。成功创建郑州国家要素市场化配置综合改革试点；2025年前11个月，全省 工业用地"标准地"出让占比同比提高8.03个百分点，社保服务"跨省通办"人次同比增长17.8%，制造业 中长期贷款余额同比增长6.2%，技术合同成交额同比增长63.7%；郑州数据交易中心挂牌数据产品数量 同比增长14.7%。 岁序更替，新元肇启。在"十五五"开局启新的关键节点，河南融入服务全国统一大市场研讨会在郑州召 开。1月15日，国内知名专家学者齐聚一堂，为河南建设全国统一大市场循环枢纽、打造国内国际市场 双循环支点把脉定向、建言献策。 破卡点、强联通、建枢纽、增动力、提能级……2025年以来，河南将服务全国大局和实现自身发展结合 起来，把融入服务全国统一大市场作为推动高质量发展的战略性举措来抓，明确方向思路，健全工作体 ...

【复牌】 登录新浪财经APP 搜索【信披】查看更多考评等级 专题：交易提示 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 【停牌】 002131 利欧股份 300169 天晟新材 300986 志特新材 001270 *ST铖昌 【品大事】 激智科技：受让1575万元投资基金份额并投资于AI大模型公司 激智科技公告，与弘信创业工场投资集团股份有限公司签订财产份额转让协议，受让其持有的厦门云创 星宸创业投资合伙企业（有限合伙）1575万元财产份额，成为其有限合伙人之一，持有其3.00%的合伙 份额。本次投资为自有资金，不构成关联交易或重大资产重组。 龙蟠科技：预计2026年宁德时代将与公司发生不超过70亿元的采购交易 龙蟠科技公告，公司与宁德时代签署了《持续关连交易协议（采购）》。协议约定，2026会计年度，宁 德时代（含其附属公司及其参股30%以上公司）向公司及公司附属公司支付的交易金额上限将不得超过 公司根据《香港联合交易所有限公司证券上市规则》于香港联合交易所有限公司网站不时披露的金额。 公司预计2026年，宁德时代将与公司发生不超过70亿元的采购交易。 獐子岛：参股公司普冷獐 ...

Group 1 - The core viewpoint emphasizes the importance of integrating robust industrial support with warm service in the development of the service industry, ensuring a stable and sustainable growth path [1] - Over the past five years, significant progress has been made, with more than 1,500 financial institutions and enterprises gathered, and a fund scale exceeding 160 billion yuan, accounting for over one-third of the city's financial added value [1] - The "14th Five-Year" period will focus on expanding capacity, improving quality, and fostering innovation, aiming to enhance the business district's capabilities and organize high-quality brand exhibitions [2] Group 2 - The production service industry is set to climb higher, with a focus on deepening the integration of finance and technology, and promoting the growth of digital industry clusters such as VR/AR and artificial intelligence [2] - The lifestyle service industry will prioritize warmth, implementing community service projects and creating a 15-minute community life circle, while also developing new consumption hotspots like night economy [2] - Digitalization is identified as a key engine for future growth, with plans to cultivate over 50 benchmark enterprises in digital transformation and develop new business models such as platform and sharing economies [2] Group 3 - By 2030, the goal is for Honggutan to become a high-quality development demonstration zone for the production service industry, fostering the growth of more enterprises and enhancing the quality of life for citizens [3]

Group 1: Tourism Industry Impact - The Japanese tourism industry is experiencing a significant decline due to a "cancellation wave" of Chinese tour groups, leading to a substantial drop in customer numbers for travel agencies targeting the Chinese market [1] - The president of Chazen Company reported that the number of Chinese clients has dropped to zero, indicating severe losses for businesses reliant on Chinese tourism [1] - JTB Travel Agency predicts a further decline in total inbound tourists to Japan by 2026 compared to 2025, primarily due to the decrease in Chinese visitors [1] Group 2: Retail Sector Decline - Retail sales in Japan are declining as the number of Chinese tourists visiting stores has decreased, with a reported 2.5% year-on-year drop in sales from foreign visitors in November 2025, amounting to approximately 50.2 billion yen [2] - Major department stores in Japan, including Mitsukoshi Isetan and Takashimaya, have reported significant declines in tax-free sales, with declines ranging from 11.1% to 35% for stores targeting Chinese customers [2] Group 3: Financial Market Reactions - Concerns over deteriorating Sino-Japanese relations have led to declines in stock performance, particularly in sectors like automotive and electronics, with significant sell-offs in semiconductor stocks that rely heavily on exports to China [3] - A potential year-long export control on rare earth materials could result in an estimated economic loss of about 2.6 trillion yen for Japanese companies, leading to a projected 0.43% decrease in Japan's annual GDP [3] Group 4: Broader Economic Concerns - Nearly 60% of respondents in a recent survey expressed that the deterioration of Sino-Japanese relations due to controversial statements by the Japanese Prime Minister would have negative impacts on the Japanese economy [3] - Business leaders from major economic groups in Japan have voiced their anxieties regarding the ongoing tensions and their potential impact on revenue for tourist destinations [3]

近年来，作为我国西部人口密集、产业基础雄厚、创新能力强、市场空间广阔、开放程度高的区域，成 渝地区双城经济圈正成为带动全国高质量发展的重要增长极和新的动力源，经济总量由2019年不足6.4 万亿元增至2024年的8.7万亿元。"十五五"规划建议提出，提升成渝地区双城经济圈发展能级。本期特 邀专家围绕相关问题进行研讨。 加快构建特色产业体系 成渝地区双城经济圈如何充分发挥自身优势，协同建设现代化产业体系？ 潘昭宇（国家发展改革委城市和小城镇改革发展中心研究员）：现代化产业体系是中国式现代化的物质 技术基础。聚焦"两中心两地"战略定位，川渝两省市认真落实《成渝地区双城经济圈建设规划纲要》， 加快构建分工协作、有序竞争、相互融合的现代化产业体系，成渝地区双城经济圈发展能级和综合实力 显著提升，高质量发展重要增长极和新的动力源作用日益显现。 先进制造业基地集聚成势。川渝两地着力推动成渝地区双城经济圈建设，围绕促进制造业高质量发展， 加强协同联动，健全协作机制，推进重点产业配套、重大平台建设、产业链上下游深度融合，"川渝 造"成为中国制造响当当的名片。2024年，成渝地区双城经济圈工业增加值为2.42万亿元，比上年增长 ...

Group 1 - The core viewpoint emphasizes the importance of integrating robust industrial support with warm service in the development of the service industry, ensuring a stable and sustainable growth path [1] - Over the past five years, significant progress has been made, with more than 1,500 financial institutions and enterprises gathered, and a fund scale exceeding 160 billion yuan, accounting for over one-third of the city's financial added value [1] - The "14th Five-Year Plan" will focus on expanding capacity, improving quality, and fostering innovation, aiming to enhance the business district's capabilities and organize high-quality brand exhibitions [2] Group 2 - The production service industry is set to climb higher, with a focus on deepening the integration of finance and technology, and promoting the growth of digital industry clusters such as VR/AR and artificial intelligence [2] - The life service industry will prioritize warmth, implementing community service projects and creating a 15-minute community life circle, while also developing new consumption hotspots like night economy [2] - Digitalization is identified as a key engine for future growth, with plans to cultivate over 50 benchmark enterprises in digital transformation and develop new business models such as platform and sharing economies [2] Group 3 - By 2030, the goal is for Honggutan to become a high-quality development demonstration zone for the production service industry, fostering the growth of more enterprises and enhancing the quality of life for citizens [3]