Core Viewpoint - Hezheng Energy is currently focused on completing the financial settlement for the fiscal year 2025, and relevant information will be disclosed through the company's official announcements [2] Group 1 - The finance department of Hezheng Energy is actively working on the financial settlement for the year 2025 [2]

广汇能源公告称，公司将于2026年2月3日16点30分在乌鲁木齐市新华北路165号中天广场27楼会议室召 开2026年第一次临时股东会，此次采用现场投票和网络投票相结合方式。会议将审议2026年度投资框架 与融资计划、担保额度预计等5项议案，议案1 - 5已获公司董事会第九届第二十一次会议通过。议案2 - 5对中小投资者单独计票，部分议案涉及关联股东回避表决。股权登记日为2026年1月26日，登记时间为 1月28 - 29日。 ...

俄罗斯外交部发言人扎哈罗娃：俄罗斯不承认针对主权国家的单边负面制裁，因为我们认为这是对国际 法的粗暴违反，我们将继续坚持这一立场。俄罗斯与伊朗的经贸合作是互利共赢的，并且不受外部制裁 压力的影响。俄罗斯和伊朗致力于在包括能源在内的多个领域开展长期合作，计划继续与所有有意愿的 国家发展贸易关系，并首先以国家利益为导向而非受第三方国家的威胁与恐吓所左右。 （文章来源：央视新闻） 当地时间15日，俄罗斯外交部发言人扎哈罗娃在回答总台报道员提问时表示，俄罗斯反对任何单边制 裁，将继续同伊朗保持合作。 总台报道员阿列克谢耶娃：美国总统特朗普最近宣称，将对任何与伊朗有商业往来的国家加征25%的关 税。同时，美国正在考虑对伊朗采取强硬措施，包括军事手段。我的问题是，俄罗斯方面如何评价美国 对主权国家使用军事威胁和单边制裁的做法，以及是否计划据此调整与伊朗的合作，例如在能源领域？ 连日来，美国方面多次威胁军事干涉伊朗局势，还对伊朗实施制裁。 ...

Group 1 - The article emphasizes that Canadian Prime Minister Carney's visit to China is a positive step towards rebuilding a more pragmatic and productive relationship between the two countries after years of fluctuations [2] - It highlights the potential for cooperation in areas such as energy collaboration and addressing global issues like climate change, indicating a "restart" in Sino-Canadian relations [2] - Energy cooperation is identified as an ideal entry point, with Canada needing to find alternative markets due to the unpredictability of the U.S. as a trading partner, making China a significant option [2] Group 2 - Canada primarily exports minerals, energy, and agricultural products to China, with canola seed exports being particularly important for Western Canada and seafood markets being crucial for the Eastern coastal regions [2] - The article notes a decline in Canadian electric vehicle sales, attributing high prices as a key factor, while Chinese electric vehicles are positioned as a potential solution to alleviate this issue due to their quality and pricing advantages [2] - The visit is expected to yield progress in energy cooperation and lay the groundwork for achieving results in complex trade issues [3]

Group 1 - The U.S. long-term Treasury yields fell, with the 10-year yield at 4.14% and the 30-year yield at a one-month low of 4.79%, driven by rising market risk aversion and geopolitical concerns [1] - The U.K. bond market strengthened, with the 10-year U.K. bond yield dropping to a new low of 4.35%, reflecting pessimism about the U.K. economic growth outlook [1] - The U.S. stock market has seen declines for two consecutive days, with the S&P 500 and Nasdaq Composite indices falling by 0.53% and 1.00%, respectively [1] Group 2 - The U.S. White House announced a 25% import tariff on certain semiconductor products starting January 15 [1] - The U.S. Producer Price Index (PPI) for November 2025 showed a seasonally adjusted month-on-month increase of 0.2% and a year-on-year increase of 3.0%, indicating persistent inflationary pressures at the production level [1] - Energy prices surged by 4.6% month-on-month, contributing over 80% to the overall commodity price increase, with gasoline prices rising by 10.5% [2] Group 3 - The U.S. Consumer Price Index (CPI) for December 2025 rose by 2.7% year-on-year, matching the previous month's increase and exceeding market expectations [2] - The core CPI, excluding volatile food and energy prices, increased by 2.6% year-on-year, remaining stable compared to the previous month [2] - Retail and food service sales in the U.S. for November 2025 reached $735.9 billion, a month-on-month increase of 0.6%, surpassing market consensus expectations [3]

证券研究报告 | 2026年01月14日 美国 12 月 CPI 点评 通胀扰动缓和，降息窗口待启 经济研究·宏观快评 | 证券分析师： | 邵兴宇 | 010-88005483 | shaoxingyu@guosen.com.cn | 执证编码：S0980523070001 | | --- | --- | --- | --- | --- | | 证券分析师： | 田地 | 0755-81982035 | tiandi2@guosen.com.cn | 执证编码：S0980524090003 | | 证券分析师： | 董德志 | 021-60933158 | dongdz@guosen.com.cn | 执证编码：S0980513100001 | 事项： 美东时间 1 月 13 日，美国劳工统计局公布 2025 年 12 月 CPI 通胀数据：同比来看，整体 CPI 录得 2.7%， 核心 CPI 录得 2.6%，均与上月持平。环比来看，整体 CPI 增速为 0.3%，核心 CPI 增速为 0.2%。 评论： 图1：12 月 CPI 通胀数据总览 | 行业类别 | | 12月CPI分项同比 | | | | 1 ...

Group 1 - The National Energy Administration held a meeting on January 12 to discuss the promotion of the new energy security strategy for 2026, emphasizing the importance of guiding principles from Xi Jinping's thought [2] - The meeting highlighted significant progress in promoting the energy security strategy, showcasing achievements in energy development and creating a favorable public opinion environment for high-quality energy development [2] - The meeting underscored the need to enhance cultural originality and improve the guiding capacity of mainstream media, aligning with the spirit of the 20th Central Committee's fourth plenary session [2] Group 2 - Six organizations, including China National Offshore Oil Corporation, Southern Power Grid, Huaneng Group, Three Gorges Group, Harbin Electric Group, and China Energy Media, participated in the meeting to share insights [3] - Representatives from energy state-owned enterprises, industry associations, universities, and relevant departments of the National Energy Administration attended the meeting [3]

Group 1 - The company, Suneng Co., Ltd. (600925), stated that the number of shareholders is part of the shareholder register and is subject to confidentiality regarding other shareholders' holdings and trading information [1] - According to the company, shareholders have the right to access their own holding information as per the Company Law and other regulations [1] - The company plans to disclose the number of shareholders as of December 31, 2025, in its 2025 annual report, adhering to the principle of cautious fairness [1]

（文章来源：证券日报） 证券日报网讯 1月13日，广汇能源在互动平台回答投资者提问时表示，公司股价及市值在二级市场的波 动，是受宏观经济环境、行业发展形式、市场情绪及资金供需等多重因素综合作用的体现。公司当前生 产经营活动一切正常，各项业务有序推进。公司管理层一如既往高度重视市值管理及投资者关系管理工 作，始终恪守相关法律法规及监管要求，不存在任何形式的违规套利情形。 ...

Core Viewpoint - Mongolian Energy (00276) is facing a significant tax dispute, with a court ruling against its claims and in favor of the tax authority, requiring the company to pay a substantial amount in back taxes [1] Group 1: Tax Dispute Details - On January 5, 2026, MoEnCo representatives attended a hearing at the Mongolian Administrative Court regarding a tax assessment dispute [1] - The tax authority ruled that MoEnCo must pay a total of 412.3 billion Mongolian Tugrik for the tax periods from 2017 to 2020 [1] - The hearing lasted only one day, and the court issued a verbal judgment favoring the tax authority, dismissing MoEnCo's claims [1] Group 2: Next Steps and Company Response - A detailed written judgment is expected to be provided within fourteen days from the date of the hearing, depending on the court's workload [1] - MoEnCo has the right to appeal the judgment within fourteen days of receiving the written decision [1] - The company is seeking legal advice and is considering an appeal against the ruling, while closely monitoring the situation for further developments [1]