来源：环球时报 渥太华决定以6.1%的优惠关税每年进口4.9万辆中国电动汽车，这一决定在加拿大汽车行业、政界人士 和消费者中引起极大反响。最近一项民调显示，61%的加拿大人支持更多中国电动汽车进入加市场。这 些积极信息为中国电动汽车进军加拿大市场带来暖意，我们在分析中国电动汽车应当如何经营加拿大市 场之前，先看看加拿大人为何这么欢迎中国电动汽车。 其一，许多加拿大消费者早就不满特鲁多政府对中国电动汽车的限制令。他们认为，加拿大市场现有的 美欧日系电动和混动汽车价格偏高、技术成熟度参差不齐、部分热门车型下单后需等候很长时间才能提 车。而中国电动汽车的高性能和高性价比，无疑对他们具有相当的吸引力。加通社曾报道称，中国电动 汽车如果以正常关税出口至加拿大，价格通常比其他品牌同类车型便宜1万到1.5万美元。 其二，加拿大社会依然存在着对前宗主国英国的本能信赖，而英国恰是中国电动汽车海外销售形势最好 的市场之一。因为英国市场的变化，许多加拿大人逐渐对中国电动汽车刮目相看。 曾被认为可能提出异议的加拿大环保团体也同样表现出相当程度的认同。一些环保人士指出，加拿大此 前为汽车制造商设定了具有法律约束力的零排放汽车销售目标， ...

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Core Viewpoint - The anticipated manufacturing resurgence in the U.S. due to tariffs has not materialized, with manufacturing employment declining and investment in the sector decreasing significantly [1][2]. Group 1: Manufacturing Employment and Economic Indicators - U.S. manufacturing employment has fallen to its lowest point since the end of the pandemic, with a loss of 68,000 jobs over the past year and over 200,000 jobs lost since 2023 [1]. - The factory activity index has contracted for 26 consecutive months, indicating a persistent decline in manufacturing activity [2]. - Despite a recent increase in the PMI index from 47.9 to 52.6, analysts caution that this improvement may be temporary due to ongoing uncertainties in trade policies [2]. Group 2: Impact of Tariffs on Manufacturing - Tariffs have led to a 20% decrease in capital spending for new manufacturing plants, counteracting government efforts to encourage industrialization [2]. - The imposition of tariffs has raised costs for foreign intermediate goods, forcing companies to increase prices and leading to layoffs [2]. - High tariffs on semiconductors and other advanced manufacturing inputs have disproportionately affected high-tech industries, resulting in significant job losses [4]. Group 3: Investment Climate and Global Trends - The uncertainty surrounding U.S. trade policies has led to a stagnation in investment, with many executives labeling the past year as one of investment paralysis [3]. - Other countries are moving forward with trade agreements independent of the U.S., potentially undermining the competitiveness of American industries [3]. - Major companies like Volkswagen have paused significant investment plans in the U.S. due to the adverse effects of tariffs and an unpredictable trade environment [6]. Group 4: Skills and Workforce Challenges - The U.S. manufacturing sector is facing a shortage of skilled labor, with a reported shortfall of 600,000 factory workers and 500,000 construction workers [9]. - The transition from manufacturing to R&D and marketing has led to a decline in essential manufacturing skills, complicating efforts to revitalize the sector [7][9]. - The need for skilled labor and engineers is critical for the success of any manufacturing resurgence, but the development of such talent requires time and investment [10].

Group 1 - The article emphasizes that the U.S. must consider collaboration with China to maintain its competitive edge, as evidenced by recent agreements between Canada and the EU that indicate a shift in the West's hardline stance on Chinese technology [1][3] - Canada has agreed to import a limited number of Chinese electric vehicles at low tariffs, while the EU has allowed Chinese automakers to set minimum prices for their electric vehicles to avoid tariffs [1][3] - The U.S. manufacturing sector has seen a decline in employment for eight consecutive months, largely due to an unfavorable policy environment for clean energy, which has led to the cancellation of $8 billion in clean energy investment plans [1] Group 2 - Despite challenges, U.S. companies are actively seeking Chinese technology, with Ford planning to produce grid-scale energy storage batteries in Kentucky using technology from CATL and considering a partnership with BYD [2] - Tesla is also utilizing Chinese technology by using battery cells from CATL and building a battery cell factory in Nevada with equipment sourced from the Chinese company [2] - A poll by the Royal Institute of International Affairs indicates that over half of Americans support government procurement of Chinese clean energy technology, reflecting a growing recognition of the advanced technology offered by Chinese products [2] Group 3 - Other Western countries are recognizing the need for a more nuanced approach to trade and investment with China, with the EU and Canada focusing on how to collaborate rather than whether to collaborate [3] - Successful cooperation could enable U.S. companies to access and learn from Chinese technology, train local workers, and create high-paying jobs, while implementing targeted safeguards for sensitive areas instead of blanket bans [3] - The current issue is not whether Chinese technology can enter the U.S., as American companies are already seeking it, but rather how the U.S. can leverage this technology for its own prosperity in the global market [3]

Core Insights - The article discusses the potential for a shift in U.S. Federal Reserve policy under the new chair, with expectations of interest rate cuts before any balance sheet reduction, which may exceed market expectations [2] - There is a notable interest in Chinese assets from global investors, with several foreign institutions expressing optimism about their performance [1] Market Analysis - The Dow Jones Industrial Average has historically surpassed the 50,000 mark, indicating a shift in market sentiment from growth stocks to value stocks, with increased allocations to high-dividend and defensive consumer staples [1] - Citic Securities suggests that February will see high volatility in the market, with a tilt towards risk assets, making equity assets a more favorable choice [1] Sector Research - Guotai Junan highlights the commercial aerospace industry, particularly the potential of SpaceX's plans to launch a million satellites, which could lower operational costs and make space a viable option for AI computing [7] - Huaxia Fund notes that the transformer industry is entering a high-growth cycle due to surging demand from AI data centers and global grid upgrades, with a focus on solid-state transformers as the next generation [8] - HSBC Jintrust emphasizes the attractiveness of the Hong Kong tech sector, despite recent adjustments influenced by external factors rather than fundamentals [9] Macro and Fixed Income - Tianfeng Securities anticipates that short-term deposit rates will remain stable, with potential downward pressure following the end of the quarter [14] - Morgan Stanley believes that changes in the Federal Reserve's leadership will not significantly alter the policy response function, with potential rate cuts later in the year [15] Asset Allocation - Guotai Fund advises a diversified asset allocation strategy, including A-shares, Hong Kong stocks, U.S. stocks, commodities, and bonds, with a focus on both growth and cash flow assets [3] - The article suggests a continued emphasis on "outbound + technology" strategies, particularly in sectors benefiting from cyclical recovery and AI [18]

转自：辽宁日报 （来源：辽宁日报） 会议邀请了工业和信息化部相关司局及事业单位负责同志，围绕稳增长系列政策，结合辽宁产业结构特 点与现实困境，就政策内涵、落实路径、行业预期及企业纾困等方面进行深度讲解与现场指导。同时深 化政银企协同，发挥金融支撑作用，精准把握政策导向，力求为行业、企业提供金融支持。 以汽车行业为例，会议对国家稳增长工作方案中着力扩大国内消费、提升供给质量、优化发展环境、深 化国际合作等举措进行深入解读，并结合我省产业实际提出具体发展建议。与会专家认为，辽宁应统筹 优化全省产能，强化整车与零部件企业协同发展，推动整车企业持续上规模、增效益；依托我省资源优 势，加强低温环境下的动力电池、固态电池等技术攻关，拓展公交、物流等领域新能源汽车应用场景， 推动产业数字化转型，完善充电基础设施建设。 本报讯 记者韩宇浩报道 2月4日，由省工业和信息化厅、中国工商银行辽宁省分行举办的重点行业稳增 长实施方案专题解读会在沈阳举行。会议围绕国家出台的稳增长系列政策，重点解读汽车、机械、电力 装备、电子信息、石油化工、钢铁、轻工等行业政策。 ...

Group 1 - The Ministry of Foreign Affairs of China strongly condemns the terrorist attack in Islamabad, Pakistan, which resulted in significant casualties, expressing deep condolences to the victims and their families [5] - The first week of the 2026 Spring Festival travel rush saw an estimated 1.413 billion cross-regional trips, averaging 20.189 million trips per day, a 2.0% increase compared to the same period last year [6] - The new medical insurance drug list implemented on January 1 has seen 99 new drugs available in over 12,000 designated medical institutions across the country [7] Group 2 - The average price drop for new passenger cars in January 2026 was 37,000 yuan, with the average price of new energy vehicles dropping by 38,000 yuan, a decrease of 14.8%, while conventional fuel vehicles saw a price drop of 36,000 yuan, a decrease of 15% [9] - The first global humanoid robot free fighting league (URKL) will hold its launch conference on February 9 [3] - The Chicago Mercantile Exchange plans to launch a 100-ounce silver futures contract on February 9 [3] Group 3 - The explosion at a biotechnology company in Shanxi has resulted in 8 fatalities, and the company's legal representative has been detained [8] - The top-level domain "AI.com" was sold for $70 million, setting a record for domain transactions, highlighting the strategic value of AI entry points [18] - The company Bubble Mart held its annual meeting, announcing successful business expansion into over 100 countries and regions, with new product lines gaining significant popularity [13]

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平安观点： 观 报 告 宏 观 周 报 宏 2026 年 2 月 8 日 中国宏观周报（2026 年 2 月第 1 周） 二手房挂牌价恢复 证券分析师 证 券 研 究 报 告 张璐 投资咨询资格编号 S1060522100001 ZHANGLU150@pingan.com.cn 常艺馨 投资咨询资格编号 S1060522080003 CHANGYIXIN050@pingan.com.cn 从高频数据观察，本周春节临近，工业生产环比大多季节性走弱，工业品 价格指数环比回落。不过，年初以来二手房挂牌价逐步止跌，外贸港口吞 吐量及韩国、越南 1 月出口数据表现亮眼，体现外需支撑增强。 1. 工业：本周生产环比季节性走弱。1）原材料方面，本周日均铁水产量提 升，部分化工品开工率环比提升；水泥熟料产能利用率、浮法玻璃开工率、 石油沥青开工率、钢铁建材表观需求环比回落。2）中下游方面，本周纺织 聚酯开工率、织造业开工率季节性走弱；汽车半钢胎开工率、全钢胎开工 率环比回落。 2. 地产：二手房挂牌价抬升。1）销售方面，本周（截至 2 月 6 日）30 大中 城市新房销售面积同比快速增长，去年同期基数受春节假期拖累；年初以 ...

2026.02. 08 本文字数：1040，阅读时长大约2分钟 | | 乘用车新车降价的综 | 2020年 | 2021年 | 2022年 | 2023年 | 2024年 | 2025年 | 2025年 | 2026年 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 合降价 | | | | | 汇总 | 1月 | 汇总 | 1月 | | 新能 | 新车降价车型均价 | 15.4 | 23.0 | 21.0 | 21.5 | 18.8 | 13.7 | 19.5 | 25.3 | | 源 | 降价幅度 | 1.3 | 2.1 | 2.9 | 2.3 | 1.9 | 1.9 | 2.1 | 3.8 | | | 降价比例 | 8.7% | 9.2% | 13.8% | 10.8% | 10.0% | 14.2% | 11.0% | 14.8% | | 常规 | 新车降价车型均价 | 14.6 | 22.5 | 19.9 | 19.8 | 17.2 | 14.9 | 17.8 | 23.8 | | | 降价幅度 | 1.0 | 1 ...