格隆汇1月27日丨京基智农(000048.SZ)公布，截至2026年1月27日，公司通过深圳证券交易所交易系统 以集中竞价交易方式回购公司股份543.8万股，占公司目前总股本的比例为1.03%，回购股份的最高成交 价为19.50元/股，最低成交价为15.00元/股，成交总金额为人民币94,463,882元(不含相关交易费用)。 ...

格隆汇1月27日丨京基智农(000048.SZ)公布，截至2026年1月27日，公司通过深圳证券交易所交易系统 以集中竞价交易方式回购公司股份543.8万股，占公司目前总股本的比例为1.03%，回购股份的最高成交 价为19.50元/股，最低成交价为15.00元/股，成交总金额为人民币94,463,882元(不含相关交易费用)。 ...

众兴菌业今日上涨2.80%，全天换手率8.65%，成交额5.43亿元，振幅19.58%。龙虎榜数据显示，机构净 买入3534.72万元，营业部席位合计净卖出824.85万元。 | 买/卖 | | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | --- | | 买一 | 机构专用 | | 2699.72 | 733.57 | | 买二 | 机构专用 | | 1869.38 | 1140.31 | | 买三 | 机构专用 | | 1744.75 | 0.00 | | 买四 | 机构专用 | | 1097.65 | 1137.64 | | 买五 | 机构专用 | | 1031.78 | 1285.25 | | 卖一 | 机构专用 | | 919.44 | 1531.23 | | 卖二 | 机构专用 | | 1031.78 | 1285.25 | | 卖三 | 机构专用 | | 1869.38 | 1140.31 | | 卖四 | 机构专用 | | 1097.65 | 1137.64 | | 卖五 | | 长江证券股份有限公司宜昌沿江大道证券营业部 ...

来源：经济日报 农业农村现代化关系中国式现代化全局和成色。"十五五"规划建议强调"加快农业农村现代化，扎实推 进乡村全面振兴"，要求"促进城乡融合发展，持续巩固拓展脱贫攻坚成果，推动农村基本具备现代生活 条件，加快建设农业强国"。"十五五"时期是基本实现社会主义现代化夯实基础、全面发力的关键时 期，也是加快推进农业农村现代化和乡村全面振兴的重要时期。迈入这一承前启后的发展阶段，必须准 确把握农业农村现代化的战略定位和目标任务，统筹谋划、系统推进，为到2035年农业现代化基本实 现、农村基本具备现代生活条件奠定坚实基础。 把握"决定性进展"的内涵要求 "确保基本实现社会主义现代化取得决定性进展"是"十五五"时期经济社会发展指导思想的重要内 容。"决定性进展"的一个重要体现，就是改变农业农村现代化相对滞后的现状，推动乡村全面振兴取得 新进展、农业农村现代化再上新台阶。 农业农村是保生存、保安全、保发展的基础，承担着保障国家粮食安全、维护社会大局稳定的责任。推 动农业农村现代化，不仅是补齐现代化短板、缩小城乡差距的迫切需要，也是促进"四化"深度融合、实 现高质量发展的战略任务，对推进中国式现代化有极为重要的意义。农 ...

Core Insights - During the "14th Five-Year Plan" period, Hainan Free Trade Port's economic strength has significantly improved, with the province's GDP crossing three thresholds of 1 trillion yuan [1][2]. Economic Growth - By 2025, Hainan's GDP is projected to reach 810.885 billion yuan, reflecting a 4.0% increase from the previous year [2]. - The average annual economic growth rate for Hainan during the "14th Five-Year Plan" is expected to be 5.7%, which is 0.3 percentage points higher than the national average [2]. Industrial Development - The added value of Hainan's industrial enterprises above designated size is anticipated to grow by 9.9%, ranking second nationally [2]. - The contribution of the four leading industries—tourism, modern services, high-tech industries, and tropical agriculture—to GDP has increased by approximately 14 percentage points compared to 2020 [2]. Tourism and Services - Hainan's tourism sector is projected to receive over 100 million visitors, with a comprehensive contribution rate to GDP of 33.4% [2]. - The opening of the world's largest single-duty-free shop has led to duty-free sales accounting for over 8% of the global duty-free market [5]. Healthcare and Education - The Boao Lecheng International Medical Tourism Pilot Zone has become a hub for advanced medical technologies, with 540 licensed medical products and 39 medical institutions established [5]. - The Lingshui Li'an International Education Innovation Pilot Zone has signed agreements with 26 renowned domestic and international universities, with a total of 10,000 teachers and students [5]. Infrastructure and Logistics - Hainan has accelerated its energy transition, with significant developments in offshore wind power, marine engineering, and new energy vehicles [5]. - By 2025, Hainan is expected to operate 75 container shipping routes and 99 international air cargo routes, with express delivery volume growing at an annual rate of over 21% [5]. Industrial Clusters - Over the past five years, Hainan has successfully established three industrial clusters with a value exceeding 100 billion yuan each, including petrochemical new materials and modern finance [6]. - The revenue of 13 key free trade port parks is projected to exceed 2.5 trillion yuan by 2025 [6].

Group 1 - The article discusses the escalating tensions between the U.S. and Canada regarding China's influence, particularly in the context of a recent trade agreement between Canada and China [1][3] - Canada signed a significant agreement with China, the "China-Canada Economic and Trade Cooperation Roadmap," which includes cooperation in agriculture, energy, and electric vehicles, marking a new phase in bilateral relations [3] - The Canadian government has removed a 100% additional tax on Chinese electric vehicles and established an import quota, which is expected to allow Chinese brands to capture a 10% market share in Canada's electric vehicle sector [3] Group 2 - President Trump's reaction to the Canada-China agreement was swift, threatening to impose 100% tariffs on all Canadian goods if Canada continued its trade relations with China [5] - Canadian Prime Minister Carney responded to Trump's comments by emphasizing Canada's independence and the importance of supporting domestic products, indicating a strong stance against U.S. pressure [7] - The article highlights the strategic shift in Canada's foreign policy as it seeks to balance its relationship with the U.S. while pursuing pragmatic cooperation with China, reflecting broader geopolitical dynamics [10]

【环球网报道】据台湾中时新闻网、联合新闻网1月27日报道，美国总统特朗普在社交平台发文表示， 由于韩国国会未批准并落实此前与美国达成的贸易协议，美方将提高对韩国商品征收的关税税率，从原 本谈好的15%调高至25%。台积电前工程师、国民党台北市议员曾献莹表示，对台湾地区最大的冲击恐 怕是，后续美国会不会要求农产品低关税进入台湾市场，恐怕冲击台湾的精致农业与农民生计。 据报道，曾献莹表示，特朗普把韩国的关税提高到25%，当然是要求韩国尽快落实之前的谈判结果，同 时也是对台湾地区等其他"盟友"有个"杀鸡儆猴"的效果。他称，从韩国股市27日没有大跌就可以看出， 这就是特朗普式的风格，大家已经慢慢习惯，之后还要陆续再谈。 曾献莹称，对台湾地区最大的冲击恐怕是，后续美国会不会要求农产品低关税全面进入台湾市场，恐怕 冲击台湾地区的精致农业与农民生计，以及汽车会不会零关税全面进入台湾，这都是后面要观察的重 点。 虽然美国对台湾地区实施的"对等关税"从20%调降至15%，但围绕2500亿美元台企对美投资以及同样金 额的当局担保金，岛内质疑不断。1月20日，负责与美谈判的台行政机构负责人郑丽君召开记者会辩 解，但舆论并不买账。据 ...

Group 1: Report Industry Investment Rating - No information provided Group 2: Core Views of the Report - The mid - stream is continuously differentiating, and the prices of the upstream are warming up [1] - The production industry in Beijing encourages the development of value - added services based on commercial satellite data and the integration of the industrial chain [1] - The service industry will develop service trade, open up the service market, and promote the export of various services [1] Group 3: Summary by Related Catalogs Upstream - In the non - ferrous metals sector, the price of nickel has rebounded [2] - In the agricultural sector, the prices of eggs and palm oil have rebounded [2] - In the energy sector, the price of liquefied natural gas has continued to rise [2] Mid - stream - In the chemical industry, the operating rates of PX and urea have remained at high levels [3] - In the energy industry, the coal consumption of power plants is at a low level [3] - In the infrastructure industry, the operating rate of road asphalt is at a low level [3] Downstream - In the real estate industry, the sales of commercial housing in first, second, and third - tier cities have seasonally declined [3] - In the service industry, the number of domestic flights has continued to increase [3] Key Industry Price Indicators - Agricultural products: On January 26, the spot price of corn was 2267.1 yuan/ton with a year - on - year increase of 0.13%; the spot price of eggs was 8.3 yuan/kg with a year - on - year increase of 5.48%; the spot price of palm oil was 9000.0 yuan/ton with a year - on - year increase of 3.16%; the spot price of cotton was 15997.7 yuan/ton with a year - on - year increase of 1.01%; the average wholesale price of pork was 18.7 yuan/kg with a year - on - year increase of 0.81% [38] - Non - ferrous metals: On January 26, the spot price of copper was 102426.7 yuan/ton with a year - on - year increase of 1.27%; the spot price of zinc was 24682.0 yuan/ton with a year - on - year increase of 1.15%; the spot price of aluminum was 24040.0 yuan/ton with a year - on - year increase of 0.63%; the spot price of nickel was 153883.3 yuan/ton with a year - on - year increase of 5.66%; the spot price of aluminum was 17031.3 yuan/ton with a year - on - year decrease of 0.29% [38] - Ferrous metals: On January 26, the spot price of rebar was 3214.7 yuan/ton with a year - on - year decrease of 0.55%; the spot price of iron ore was 815.6 yuan/ton with a year - on - year decrease of 1.08%; the spot price of wire rod was 3425.0 yuan/ton with a year - on - year decrease of 1.58%; the spot price of glass was 13.1 yuan/square meter with a year - on - year increase of 1.56% [38] - Non - metals: On January 26, the spot price of natural rubber was 16016.7 yuan/ton with a year - on - year increase of 3.50%; the China Plastics City Price Index was 777.6 with a year - on - year increase of 0.30% [38] - Energy: On January 26, the spot price of WTI crude oil was 61.1 US dollars/barrel with a year - on - year increase of 2.92%; the spot price of Brent crude oil was 65.1 US dollars/barrel with a year - on - year increase of 1.47%; the spot price of liquefied natural gas was 3668.0 yuan/ton with a year - on - year increase of 4.38%; the coal price was 806.0 yuan/ton with a year - on - year increase of 0.37% [38] - Chemical industry: On January 26, the spot price of PTA was 5247.5 yuan/ton with a year - on - year increase of 4.75%; the spot price of polyethylene was 6846.7 yuan/ton with a year - on - year increase of 0.54%; the spot price of urea was 1745.0 yuan/ton with a year - on - year decrease of 1.27%; the spot price of soda ash was 1202.9 yuan/ton with a year - on - year decrease of 0.94% [38] - Real estate: On January 26, the national cement price index was 133.5 with a year - on - year decrease of 0.75%; the building materials composite index was 114.9 with a year - on - year decrease of 0.74%; the national concrete price index was 90.2 with a year - on - year change of 0.00% [38]

1月27日早盘，沪指盘中窄幅震荡上扬，创业板指等走高；小盘股整体疲弱，A股市场超4400股飘绿。 截至午间收盘，沪指微涨0.03%，深证成指跌0.37%，创业板指涨0.44%，科创50指数涨0.57%，中证 1000、中证2000指数跌超1%，沪深北三市合计成交约1.89万亿元。 华西证券认为，中长期视角下，本轮行情仍处中段，"慢牛"趋势有望延续。与2007年、2015年、2021年 高点相比，沪深300指数曾触及5300点—6000点区间，当前指数点位仅至中段；从大类资产比价的维 度，当前沪深300风险溢价5.27%，在近十年的几次行情中，风险溢价均降低至2.5%水平；从市值的角 度，A股总市值/M2、自由流通市值/居民存款的比重也均处于历史中枢附近，表明行情仍有充足空间与 机会。行业配置上，建议关注：科技产业行情扩散：如AI算力、AI应用、机器人、太空光伏、存储、 港股互联网等；受益于"反内卷"与涨价方向，如化工、有色金属等；年报业绩预告高增行业：如电子、 机械设备、医药等。 （文章来源：证券时报网） 盘面上看，农业、煤炭、钢铁、医药、石油、酿酒、电力等板块走低，保险、半导体板块强势拉升，银 行板块上扬， ...

地处河西走廊东端、祁连山北麓的甘肃省武威市，曾是全国荒漠化、沙漠化最严重的地区之一。如今， 这里正上演生态"奇迹"：干涸半世纪的青土湖重现127平方公里湿地，全长518公里的环绿洲防风固沙林 草带全线闭合，雪豹等珍稀动物在祁连山频繁现身……这一转变的背后，正是一套浓缩金融支持生物多 样性成功经验的"武威实践"。 中国人民银行武威市分行组织辖内13家银行业金融机构专题学习生物多样性金融标准，并推动将相关指 标纳入各机构的绩效管理。当地金融机构主动提升专业能力，农发行武威市分行在贷前、贷中、贷后全 流程动态评估项目绿色属性与生态影响；民勤农商银行组建专项工作小组，负责生物多样性金融相关政 策研究、产品创新、风险评估，着力提升信贷人员的金融资产生态价值评估能力。 "十四五"以来，武威市累计治理沙化土地超1100万亩，荒漠化和沙化土地实现"双缩减"。随着环绿洲防 风固沙林草带闭合，全市风沙线平均回退10至30公里。南部祁连山植被盖度稳步提升，生物栖息地持续 改善。生态的"高颜值"正转化为发展的"高价值"，以梭梭接种肉苁蓉、枸杞、生态旅游等为代表的林下 经济产值年均增长10%，近五年生态旅游累计接待游客1.53亿人次。 ...