本周南向资金合计成交净流入235.23亿港元。 | | | 本周港股通成交活跃股净买入排行 | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 南向资金成交净买 本周涨跌 | | 息市值 | | | | 入 (亿港元) | 幅 (%) | (亿港元) | | 1810.HK | 小米集团-W | 22.07 | -2.32 | 9440.29 | | 9992.HK | 泡泡玛特 | 15.49 | 22.96 | 2946.03 | | 2628.HK | 中国人寿 | 14.51 | -1.25 | 12965.84 | | 9988.HK | 阿龍巴巴-W | 13.33 | 1.38 | 32182.26 | | 1024.HK | 快手-W | 12.13 | 3.70 | 3545.32 | | 0883.HK | 中国海洋石油 | 8.97 | 2.94 | 11041.71 | | 1347.HK | 华虹半导体 | 6.01 | 2.81 | 2095.67 | | 3690.HK | 美团-W | 4.82 | -2.45 | 5961.93 ...

1月25日，北京市第十六届人民代表大会第四次会议开幕，北京市市长殷勇作政府工作报告。 报告提出，2026年经济社会发展主要预期目标包括地区生产总值增长5%左右。2025年北京市地区生产 总值5.2万亿元，同比增长5.4%，高于全国0.4个百分点。 要点速览 2026年预期目标包括地区生产总值增长5%左右 全面实施"人工智能+"行动 培育6G、量子科技、生物制造等新增长点 加大对教育、健康、养老、托育等服务消费政策支持，鼓励平台创新发展家政等服务业务 今年地区生产总值增长5%左右 报告表示，2025年全市地区生产总值5.2万亿元，同比增长5.4%，高于全国0.4个百分点。一般公共预算 收入增长4.8%，城镇调查失业率4.1%，居民人均可支配收入实际增长4.4%。居民消费价格总体平稳， 人均地区生产总值、全员劳动生产率和万元地区生产总值能耗、水耗、碳排放等多项指标，保持全国省 级地区最优水平。 报告提出，2026年经济社会发展主要预期目标是：地区生产总值增长5%左右，一般公共预算收入增长 4%左右，城镇调查失业率控制在5%以内，居民消费价格涨幅2%左右，居民收入增长和经济增长同步， 细颗粒物年均浓度控制在29微克 ...

报告提出，大力发展高精尖产业。巩固壮大实体经济根基，推动集成电路重点项目扩产量产，高水平建 设国际医药创新公园，全生态链推进绿色先进能源、新能源汽车、机器人、商业航天等重点项目；加快 建设全球数字经济标杆城市，全面实施"人工智能+"行动，建设国家人工智能应用中试基地；推进未来 产业先导区建设，培育6G、量子科技、生物制造等新增长点;推动传统产业提质升级，促进制造业数智 化转型。 北京商报讯（记者 程靓）1月25日上午，北京市第十六届人民代表大会第四次会议在北京会议中心开 幕。市长殷勇作政府工作报告。 ...

（来源：中国吉林网） 转自：中国吉林网 一是全力促进就业增收，筑牢民生保障底线。持续深化"两找一服务"工程，扎实实施青年就业启航专项 计划，精准拓宽高校毕业生、农民工等重点群体就业增收渠道，力争实现城镇新增就业8000人以上，农 村劳动力转移就业5.5万人以上，让群众就业更稳定、收入更可观。 2026年作为"十五五"规划开局之年，意义深远。刚刚落幕的省委经济工作会议，为全省新一年经济工作 擘画了清晰蓝图。白山市迅速锚定会议部署，聚焦高质量发展核心主题，真抓实干、笃定前行。近日， 白山市委副书记、市长王雪峰接受专访，他表示，省委经济工作会议明确了八方面重点任务，目标积极 务实、措施切实可行。其中构建特色现代化产业体系、加快美丽吉林建设等工作部署与白山实际高度契 合，为白山高质量发展指明了方向、提供了遵循，"我们将立足白山禀赋、结合发展实际，全力抓好会 议精神的落地生根、开花结果。" 回顾2025年，白山经济运行稳中向好，总投资117亿元的靖宇抽水蓄能电站开工建设，实现了百亿元项 目建设的突破。沈白高铁、G331沿边开放旅游大通道双线开通，文旅市场火爆出圈，全年接待国内游 客增长30%。医药健康、绿色食品、清洁能 ...

默根特勒表示，这种以应用为导向的创新路径，也在世界经济论坛的相关项目中得到体现。在论坛认定 的"全球灯塔工厂"和"人工智能应用之星"项目名单中，有相当一部分是中国企业，反映出中国企业在先 进制造和人工智能应用方面的活跃度和成熟度。他认为，中国企业成功案例的共同特点在于，企业并非 简单引入新技术，而是围绕技术对组织结构、生产流程和决策方式进行系统性调整。 世界经济论坛2026年年会期间，世界经济论坛执行董事兼首席技术官斯特凡·默根特勒在接受本报记者 专访时表示，当前全球局势复杂多变、地缘政治不确定性上升，加强对话合作已成为各方共识。作为全 球第二大经济体，中国通过持续创新和开放合作，为全球经济稳定和长期增长提供重要支撑。 默根特勒表示，世界经济论坛致力于为各方搭建对话平台，推动各方加强合作、分享经验，共同应对全 球性挑战。今年年会期间，各国政府、企业和社会各界高度参与，反映出国际社会通过交流增进理解、 寻找合作空间的共同愿望。各方十分期待听到中国声音，"中国对于推动全球建设性对话至关重要"。 "中国在科技创新，尤其是在技术应用领域的发展速度非常快。"默根特勒说，在过去20多年中，他几乎 每年都会前往中国，见证了 ...

Group 1 - Shanghai Tongxin Trading Co., Ltd. is preparing to participate in the Paris Textile and Fabric Exhibition from February 2 to 4, with support from the Shanghai International Exhibition (Group) Co., Ltd. providing booth fee subsidies and organizing pre-exhibition meetings for 56 participating companies [1] - The Shanghai Municipal Commission of Commerce announced that in the first quarter of this year, 424 companies will participate in 136 overseas exhibitions through a dual-track model of government-led and market-driven organization [2] - The "Hundred Exhibitions, Thousand Enterprises" initiative aims to organize 5,725 enterprises for 1,149 overseas exhibitions in 2025, with a focus on both traditional markets in Europe and the U.S. and emerging markets [2] Group 2 - The recommended list of overseas exhibitions for 2026 has been expanded to 305 events, a 50% increase from the previous year, covering key export industries and regions [3] - The number of overseas exhibitions organized by the Shanghai International Exhibition Group is set to increase from 159 in 2025 to 219 in 2026, representing a 38% growth [5] - The focus for 2026 will include emerging markets in the Middle East, Central and Eastern Europe, and Africa, with new sectors such as energy storage and biomedicine being emphasized [5]

Core Viewpoint - The monitoring of market prices for 50 important production materials across nine categories indicates a mixed trend in price changes, with 29 products experiencing price increases, 13 seeing declines, and 8 remaining stable in mid-January 2026 compared to early January 2026 [2][4]. Group 1: Price Changes in Major Categories - In the black metal category, rebar prices increased by 10.9 yuan per ton (0.3%), while seamless steel pipe prices decreased by 2.7 yuan per ton (-0.1%) [4]. - In the non-ferrous metal category, electrolytic copper rose by 85.9 yuan per ton (0.1%), while lead ingot prices fell by 107.1 yuan per ton (-0.6%) [4]. - Chemical products showed varied results, with pure benzene increasing by 231.3 yuan per ton (4.4%) and sulfuric acid decreasing by 3.2 yuan per ton (-0.3%) [4]. Group 2: Energy and Coal Prices - In the petroleum and natural gas sector, liquefied natural gas (LNG) prices rose by 121.7 yuan per ton (3.4%), while gasoline prices fell by 4.9 yuan per ton (-0.1%) [4]. - Coal prices also varied, with anthracite coal increasing by 41.2 yuan per ton (4.8%) and coking coal rising by 7.1 yuan per ton (0.5%) [4]. Group 3: Agricultural and Forestry Products - In agricultural products, soybean prices increased by 12.9 yuan per ton (0.3%), while white sugar prices decreased by 1.5 yuan per ton (0.0%) [5]. - In forestry products, natural rubber prices fell by 7.5 yuan per ton (0.0%), and pulp prices decreased by 99.7 yuan per ton (-1.8%) [5]. Group 4: Monitoring Methodology - The price monitoring includes data from over 2,000 wholesalers, agents, and distributors across more than 300 trading markets in 31 provinces [8][9]. - The methodology involves on-site price collection, as well as inquiries via phone and electronic communication [9].

Market Overview - US stock indices closed mixed, with the Dow Jones down 0.58%, Nasdaq up 0.28%, and S&P 500 up 0.03% [2] - Precious metals led the gains, with silver rising over 4% and gold reaching a high of $4990 per ounce [2] - International oil prices surged, with WTI crude oil up 3.23% to $61.28 per barrel [2] European Market - Major European indices closed mixed, with Germany's DAX up 0.18% and France's CAC40 down 0.07% [3] Banking and Finance - China's banking wealth management market reached a scale of 33.29 trillion yuan, growing 11.15% year-on-year [9] - The China Securities Regulatory Commission announced new guidelines for public fund performance benchmarks to enhance transparency and accountability [7] International Relations - Brazil announced a visa waiver for Chinese citizens in response to China's similar policy for Brazilian citizens [14] - The US is considering a comprehensive blockade on Cuban oil imports, reflecting ongoing geopolitical tensions [14] Corporate Developments - Ideal Auto plans to close underperforming stores to improve operational efficiency [26] - China Eastern Airlines plans to introduce three new C919 routes in mid-February, enhancing its fleet operations [24] - Tesla's Full Self-Driving system is expected to be approved in China soon, although reports of this have been disputed [15] Regulatory Changes - The Shenzhen government has adjusted the minimum down payment ratio for commercial property loans to no less than 30% [11] - New regulations on online content affecting minors will take effect in March 2026, focusing on content classification and risk prevention [10]

Group 1 - The U.S. CFTC released the weekly positions report, indicating market trends [3] - U.S. Treasury Secretary Besant may announce the Federal Reserve Chair candidate around Davos [3] - Apple announced a price reduction of 1,000 yuan for iPhone and other products from January 24 to January 27 [3] Group 2 - U.S. stock indices closed mixed, with the Dow down 0.58%, Nasdaq up 0.28%, and S&P 500 up 0.03% [4] - Precious metals saw significant gains, with silver rising over 4% and gold reaching a high of 4,990 USD [5] - European stock indices showed mixed results, with Germany's DAX up 0.18% and France's CAC40 down 0.07% [6] Group 3 - China's banking wealth management market reached a scale of 33.29 trillion yuan by the end of 2025, growing 11.15% from the beginning of the year [12] - The China Securities Regulatory Commission announced reforms to upgrade the performance comparison benchmarks for public funds [11] - The National Energy Administration projected that the national electricity market transaction volume will reach 6.6 trillion kWh by 2025, a year-on-year increase of 7.4% [15] Group 4 - The Chinese Ministry of Commerce held a roundtable with British-funded enterprises to explore new growth points in bilateral trade [9][10] - The Chinese government is promoting service industry cooperation with the UK, focusing on consumption, green transformation, and technological innovation [10] Group 5 - Tesla's Full Self-Driving (FSD) system is expected to be approved in China soon, although reports of this have been disputed [20] - Li Auto plans to close some low-efficiency stores to improve overall operational efficiency [29] - China Eastern Airlines plans to operate 14 domestically produced C919 aircraft during the Spring Festival, with new routes expected to be launched in mid-February [27]

Group 1: Precious Metals Outlook - The current precious metals market is not yet over, with gold prices remaining within a reasonable range and not showing signs of overvaluation, currently around $4,500 [2] - The strong performance of gold is transmitting to silver and other precious and base metals, driven by market concerns over the credibility of the dollar credit system [2] - Many commodities and metal prices are still at relatively low levels, indicating potential for upward movement as long as gold remains stable [2][3] Group 2: Chinese Capital Market - The Chinese capital market is expected to maintain steady operation in 2026, with clear policy directions focusing on technological innovation and consumption upgrades [4] - Historical data suggests that a strong start to the year, such as a nearly 3% increase in the Hang Seng Index, correlates with a 70% to 80% probability of annual gains [4] - The market's upward trend is supported by a noticeable rotation towards large financial stocks, indicating a shift of funds towards heavyweight sectors [4] Group 3: Asset Allocation Strategy - Both A-shares and Hong Kong stocks are considered to have investment value, with Hong Kong being one of the most attractively valued markets globally [5] - The phenomenon of H-shares trading at a premium to A-shares reflects a new pricing structure in the market, suggesting significant investment opportunities in A-shares [5] - A diversified "all-weather" investment portfolio is recommended, incorporating gold, bonds, and stocks to mitigate risks, although gold and stocks may not always move inversely [6]