Group 1 - The professional services sector experienced a decline of 0.14% on January 15, with Shihua Testing leading the drop [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] - Notable gainers in the professional services sector included Waiservice Holdings, which rose by 10.08% to a closing price of 6.88 [1] Group 2 - The professional services sector saw a net outflow of 209 million yuan from major funds, while retail investors had a net inflow of 284 million yuan [2] - Shilin Testing reported a significant decline of 7.65%, closing at 39.25 yuan, with a trading volume of 93,700 shares [2] - The trading volume and turnover for various companies in the sector varied, with notable figures such as Huace Testing at 14.63 yuan and a turnover of 415 million yuan [1][2] Group 3 - Major funds showed a net inflow of 63.84 million yuan into Shilin Testing, while retail investors had a net outflow of 83.76 million yuan [3] - Waiservice Holdings had a net inflow of 53.51 million yuan from major funds, but retail investors experienced a net outflow of 24.67 million yuan [3] - The overall trend indicates a mixed sentiment among different investor types within the professional services sector [3]

Group 1 - The event titled "'15th Five-Year Plan' Huangpu Economic Vision Salon" focused on opportunities in AI, commercial aerospace, and optical modules, with participation from various stakeholders including listed companies and investment institutions [1] - The Huangpu District Committee of the China Democratic League emphasized its role in connecting with the economic sector and participating in urban governance during the critical five years of the "15th Five-Year Plan" [1] - The Huangpu District's economic layout includes a strategic plan of "One Belt, Two Cores, and Three Major Functional Areas," highlighting the development of six key industries: financial technology, commerce, scientific innovation, cultural tourism, professional services, and health services [1] Group 2 - Presentations by Yang Qinhai and Wu Gangxuan discussed themes of leveraging mergers and acquisitions and embracing technology, focusing on the development of industries such as artificial intelligence, commercial aerospace, robotics, and optical modules [2] - Attendees expressed optimism about the rapid development of new productive forces like AI applications and quantum technology, as well as the promising prospects for industries supported by national policies, such as commercial aerospace and biomedicine [2] - The salon aims to gather wisdom and resources from various sectors to enhance mutual understanding between Huangpu and capital markets, fostering a win-win scenario for economic development [2]

来源：新华社 高力国际发布的报告称，第四季度北京甲级写字楼市场净吸纳量8.3万平方米，推动全年净吸纳量达33 万平方米，已连续两年实现去化面积超30万平方米，该公司统计的市场空置率在四季度末降至19.2%。 戴德梁行的报告称，截至四季度末北京市甲级写字楼空置率环比下降0.6个百分点，同比下降2.4个百分 点至15.89%。 作者: 陈旭 转自：北京日报客户端 中关村板块成为年度最大亮点，办公新增需求呈现爆发式增长。戴德梁行的报告显示，过去五年， TMT行业在写字楼市场的成交占比接近45%，其中人工智能领域发展迅速。细分领域中，专业服务业内 律所表现最为突出，金融业则以银行、保险、基金证券类企业成交最为活跃。高力国际的报告显示，中 关村甲级写字楼市场全年净吸纳量超17.6万平方米，占全市总量的53%，创下近20年来的峰值纪录。 多家商业房地产服务咨询公司近日发布2025年第四季度北京市写字楼市场报告，报告称2025年北京写字 楼市场需求增长超预期，年末空置率实现回落，人工智能等高科技产业发展迅猛，成为驱动写字楼市场 需求增长的核心动力。 戴德梁行首席政策分析专家、北区研究部主管魏东介绍，从供应端看，未来北京市新 ...

Core Viewpoint - The professional services sector experienced a significant increase of 2.97% on January 12, with Keri International leading the gains. The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1]. Group 1: Stock Performance - Keri International (300662) closed at 30.24, with a rise of 13.09% and a trading volume of 207,400 shares [1]. - Su Shi Testing (300416) closed at 21.42, increasing by 7.53% with a trading volume of 850,400 shares [1]. - Zero Point Data (301169) closed at 64.05, up 7.20% with a trading volume of 49,700 shares [1]. - Puni Testing (300887) closed at 15.59, rising by 7.00% with a trading volume of 985,300 shares [1]. - Fengshang Culture (300860) closed at 30.63, up 4.57% with a trading volume of 98,400 shares [1]. Group 2: Capital Flow - The professional services sector saw a net inflow of main funds amounting to 91.017 million yuan, while retail investors experienced a net outflow of 92.5137 million yuan [2]. - Main funds in Su Shi Testing (300416) had a net inflow of 21.7 million yuan, while retail funds saw a net outflow of 18.1 million yuan [3]. - Puni Testing (300887) recorded a net inflow of 28.0612 million yuan from main funds, with retail funds experiencing a net outflow of 35.9287 million yuan [3].

Employment Data - In December, the U.S. added 50,000 non-farm jobs, below the market expectation of 70,000[6] - The October and November employment figures were revised down by a total of 76,000[6] - Private sector job growth fell significantly from 50,000 in November to 37,000 in December[6] Unemployment Rate - The unemployment rate decreased to 4.4% in December, better than the expected 4.5%[6] - November's unemployment rate was revised slightly down to 4.54%[6] - Labor force participation rate declined to 62.4%, influenced by retirements and reduced labor supply[6] Sector Performance - Job losses in the goods-producing sector totaled 21,000 in December, with construction and manufacturing losing 11,000 and 8,000 jobs respectively[6] - Service sector jobs increased from 32,000 in November to 58,000 in December, primarily in leisure and hospitality, and education and healthcare[6] Federal Reserve Outlook - The Federal Reserve is expected to cut rates by 25 basis points once in June, largely as a political statement with the new chair[6] - Economic growth is anticipated to rebound in the first half of the year due to tax cuts, despite inflation pressures from commodity prices[6] - In the second half, economic growth may slow again, with inflation potentially rising due to stabilizing oil and rent prices[6]

澳元/美元 1月8日，根据ADP研究所周三发布的数据，继11月下滑后，美国私营部门就业人数增加了4.1万人。而 此前彭博社调查的经济学家预估中值为增加5万人。 这份报告进一步印证了劳动力市场正在逐渐降温、 但并未急剧恶化的趋势。近期的招聘活动表现平淡，失业率有所上升，这不仅拖累了经济学家对新一年 的预期，也打击了美国民众对自身就业前景的信心。 此次增长主要得益于教育、医疗服务以及休闲和 酒店业的推动。相比之下，专业服务和制造业的就业人数出现下滑。值得注意的是，在经历了数月的裁 员后，小企业重新恢复了招聘。 ADP首席经济学家、彭博电视撰稿人内拉·理查森在声明中表示："尽管 大型雇主缩减了规模，但小微企业已从11月的岗位流失中恢复过来，在年底实现了正向招聘。" 另外，美联储负责监管事务的副主席鲍曼表示，美联储正在重新审视其对部分银行评级的方式，延续特 朗普时期启动的一项更广泛努力，即将监管重点重新聚焦于对银行构成重大风险的问题。 鲍曼在谈及 她设想中对所谓CAMELS评级框架的调整时表示："监管运作原则强调，检查结论和报告必须聚焦于实 质性的金融风险。"该评级框架对银行的各个组成部分按一到五级进行评分，具体包括 ...

Core Insights - The Qianhai Modern Service Industry has achieved a value-added of 146.03 billion yuan with a growth rate of 7.9% in the first three quarters of 2025, showcasing significant progress in institutional innovation and high-level openness [1] - The Qianhai Plan has seen 115 out of 271 key tasks implemented, indicating a strong momentum in reform and development [1] Group 1: Deepening Hong Kong-Shenzhen Integration - The Qianhai Plan designates Qianhai as a leading area for deep integration between Shenzhen and Hong Kong, enhancing cooperation [2] - From January to October 2025, over 80% of newly added foreign enterprises in Qianhai were from Hong Kong, marking an 83.8% year-on-year increase [2] - The Qianhai Youth Dream Factory has incubated 1,591 entrepreneurial teams, with a total financing amount of 6.8 billion yuan [2] Group 2: Reform and Opening-up Initiatives - Qianhai is characterized as a "testing ground" for reform and innovation, with a focus on a high-level open economy [4] - The implementation of a shorter negative list for the free trade zone has facilitated market access in finance, logistics, and professional services [4] - By October 2025, actual foreign investment in Qianhai reached 16.1 billion yuan, a 27.1% increase year-on-year, with 2,528 new foreign enterprises established [5] Group 3: Modern Service Industry Development - Qianhai has achieved a dual 80% development level in modern services, with both the service sector's contribution to GDP and modern services' share of the service sector reaching 80% [6] - By the end of 2025, the Qianhai International Financial City had attracted 508 financial institutions, including 371 from Hong Kong and foreign sources [6] - The Qianhai International Talent Port has welcomed seven new "international talent partners," enhancing its service offerings [6] Group 4: Technological and Innovative Advancements - As of September 2025, Qianhai has gathered 191 innovation carriers, including engineering centers and laboratories, with 103 national-level specialized "little giant" enterprises and 11 unicorn companies [7]

Group 1 - PwC has decided to increase its investment in the cryptocurrency sector after years of cautious stance [1] - The strategic shift occurred last year, influenced by the appointment of pro-crypto regulatory officials in the U.S. and the passage of new legislation regarding digital assets, such as stablecoins [1] - Paul Griggs, PwC's U.S. leader, believes that the "Genius Act" and the regulatory guidelines surrounding stablecoins will enhance market confidence in these products and asset classes [1] Group 2 - The evolution of asset tokenization is expected to continue, and PwC recognizes the necessity to be part of this ecosystem [1]

新华财经上海1月4日电（记者李荣）培育发展新质生产力、推动科技创新和产业创新深度融合，上海杨 浦新年开年抢抓重大项目落地和重大工程推进。4日，落地签约的50个重点产业项目，总投资额超200亿 元。 2026年，杨浦区共安排重大工程104项。本次集中开工重大工程7项，总建筑面积29.16万平方米、总投 资130.85亿元，涵盖科创载体、商办及住宅、高校建设和市政配套等领域，包括上海量子城市时空创新 基地（复兴岛）一期工程、复旦大学江湾校区数学科学楼、同济大学四平路校区综合运动馆、国京路道 路新建工程等。 （文章来源：新华财经） 新的一年，上海杨浦将全力构建全主体参与、全要素统筹、全链条加速的创新生态，持续建设"杨数 浦"新质秀带创新区。据介绍，2026年杨浦将重点推进9个都市工业类项目和9个科技创新产业类项目， 总投资额约45亿元。 此外，上海杨浦将更好发挥重大工程"扩投资、稳增长、载功能"的引擎作用，强化"清单化推进、节点 化管理、责任化落实"，同时把优化营商环境贯穿项目全生命周期。 据了解，落地签约的重点产业项目，包括在线新经济、人工智能、智能制造、绿色低碳、生命健康、科 技金融、专业服务等产业领域，通过" ...

为聚焦培育发展新质生产力、推动科技创新和产业创新深度融合，2026年杨浦区安排了9个都市工业类 项目、9个科技创新产业类项目，总投资额约45亿元。 活动现场，上海量子城市时空创新基地一期工程开工仪式启动。杨浦滨江集团相关负责人徐少明介绍， 该项目将精准匹配复兴岛发展定位，为区域创新创业群体打造集办公、生活、休闲于一体的综合空间载 体。 1月4日，新年开工第一天，"乘势而上抢开局、人民城市新开篇"2026年杨浦区重大项目落地、重大工程 推进会暨重大工程开工仪式在上海量子城市时空创新基地一期工程建设广场举行。 智通财经记者从上海市杨浦区获悉，本次仪式既包括重大项目集中签约，又有重大工程集中开工奠基 等，总投资额超375亿元。2026年杨浦区安排了区重大工程104项，其中正式项目91项、预备项目13项。 本次集中开工重大工程7项，总建筑面积29.16万平方米、总投资130.85亿元，涵盖科创载体、商办及住 宅、高校建设和市政配套等领域，包括上海量子城市时空创新基地（复兴岛）一期工程、复旦大学江湾 校区数学科学楼、同济大学四平路校区综合运动馆、国京路道路新建工程等。 杨浦区 2026年重大项目集中签约仪式。 智通财经 ...