大家好，以下是18时的财经热点资讯信息整理。 新浪财经热点资讯 1.【贾国龙承认西贝将大规模关店】 2.【黄志伟：聚焦客户痛点 探索保险业回归本源破局之道】 来源话题：(1).新浪金麒麟论坛 (2).金融新 启航 3.【长和寻求让屈臣氏IPO获300亿美元估值】 4.【德信集团董事长杭州豪宅3141万元起拍，名下上市公司刚在港交所退市】 来源话题：(1).德信集团 董事长杭州豪宅将被拍卖 5.【银行保管箱生意火了】 来源话题：(1).有银行保管箱被租完排队要等一年 凤凰网财经热点资讯 本文内容根据公开信息整理生成，不代表发布者及其关联方的官方立场或观点，亦不构成任何形式的投 资建议。请您对文中关键信息进行独立核实，自主决策并承担相应风险。 4.【央行：2025全年人民币贷款增加16.27万亿元】 5.【贾国龙称没有国外资产】 来源话题：(1).贾国龙称北京只有一套房 每日经济新闻热点资讯 1.【宝能姚振华举报遭贱卖的资产开拍，超4万人围观，1人报名，0人出价！常熟相关部门回应：举报 不实，拍卖正常推进】 来源话题：(1).常熟相关部门回应姚振华举报 2.【国家电网"十五五"计划投资4万亿元建设新型电力系统】 ...

格隆汇1月18日｜据英国金融时报，丹麦国有出口与投资基金（EIFO）的首席执行官表示，该基金今年 有数亿欧元可供调配，并将其中"相当大的一部分"用于格陵兰岛的关键矿产和能源领域。"我们有强烈 的兴趣在格陵兰岛进一步开展业务。"他还补充道，该地区存在"大量潜在投资机会"。这番言论是在特 朗普公开表示有意购买甚至入侵格陵兰岛引发的外交争端的背景下发表的。 ...

Core Insights - The meeting held on January 16 in Jinan focused on the development of provincial state-owned enterprises, emphasizing the need for these enterprises to adapt to new economic conditions and trends [1][2] Group 1: Economic Trends - The shift from investment-driven growth to consumption-driven growth is highlighted as a key trend, with an emphasis on understanding consumer needs and preferences [3][6] - The success of local attractions, such as the immersive performances in Linyi, indicates a growing demand for quality cultural and tourism experiences, which state-owned enterprises should capitalize on [4][6] Group 2: Quality Over Quantity - There is a prevalent issue in traditional industries where production capacity exceeds effective demand, leading to a "strong supply, weak demand" scenario [7][8] - The meeting addressed the need for state-owned enterprises to focus on quality improvements rather than merely increasing production capacity, advocating for a shift towards high-end products [9][10] Group 3: Green Transition - The year marks a significant transition towards carbon emission control, requiring enterprises to integrate low-carbon development into their strategic planning [10][12] - Early adoption of green technologies, such as the supercritical CO2 power generation project, is seen as crucial for future competitiveness and sustainability [12] Group 4: Embracing New Technologies - The meeting underscored the importance of leveraging the existing manufacturing base in Shandong to foster new industries, particularly in artificial intelligence and other emerging sectors [13] - State-owned enterprises are encouraged to focus on core industries while also exploring new growth areas to ensure long-term viability and leadership in future economic developments [13]

欢迎加入交易理想国知识星球 文 | 交易理想国知识星球 编辑 | 杨兰 审核 | 浦电路交易员 本周（2026年1月12日--1月16日）交易理想国知识星球共发布41条内容，以下是筛选出的本周精华内容片段摘要，完整版内容可扫码查看。 锡价"高台跳水"：狂欢之后，警钟为谁而鸣？ 0 1 要理解这轮锡的行情，有一个关键点需要想明白：到底是先有了供需紧张的好"故事"，资金才进来推动价格上涨；还是资金先进来把价格 拉高了，市场再回头去找各种"故事"来证明上涨的合理性？ 在我看来，这一轮行情，后者的成分可能更大一些。 回顾一下这轮商品市场的热度，尤其是在有色板块内部，资金流动的痕迹非常清晰。一开始是铜，然后是铝，接着白银成了最亮的明星。 在这个过程中，资金在不断寻找"弹性"最大的品种——也就是那种盘子相对小、持仓量少、一点资金就能推动价格大幅波动的品种。 锡，恰好完美符合这个标准。它是基本金属里市场规模偏小的一个。于是，当资金在铜、铝、银上轮动一遍后，大量热钱涌入了锡这个"小 池塘"，迅速把价格水位推高。 在这个过程中，市场上出现的各种消息，比如非洲主要产锡国刚果（金）的山体滑坡、全球锡库存下降等等，它们更像是价格上涨 ...

服务京津冀，聚力产业兴。1月17日，国联北京金融运营中心在北京西城区金融街正式启动运营。无锡国联集团党委书记、董事局主席许可，党委副书记、 总裁顾伟为中心揭牌，北京西城区政府、北京金融街服务局、北京金融街街道办事处相关负责人出席启动仪式，国联集团在京企业主要负责人参加活动。 近年来，国联集团认真贯彻落实无锡市委、市政府关于四大区域创新合作平台建设的战略部署，履行国企担当，发挥特色优势，目前在首都都市圈已累计完 成IPO项目11单，服务财富客户近20万户，托管资产超680亿元，与央企合作建设环保能源项目13个，合作设立基金规模超630亿元。通过国联北京、上海两 大金融运营中心以及广深区域子公司共同构建的跨区域金融服务平台，国联集团将加快创新步伐，推动在京津冀、长三角、粤港澳大湾区等地的产业链、创 新链、资金链上的协同联动服务，助力区域联动和产业发展。 国联北京金融运营中心是国联集团2024年设立上海金融运营中心后的又一战略性运营中心，地处北京西城区金融街核心区域，建筑面积约2万平方米，集中 了证券、期货、创投等金融子企业，是集团立足长三角、面向全国发展的又一关键落子，更是国联集团"十五五"时期锚定打造"国内一流 ...

国联集团根植江苏无锡，成立于 1999 年，历经 26 年的创新发展，已拥有20 家一级子企业，构建全牌 照综合金融服务平台、能源纺织细分领域龙头实业经营平台和跨境联动股权投资平台。拥有国联民生、 华光环能、远程股份（维权） 3 家上市公司，总市值近1000 亿元，累计管理基金规模2900亿元，管理 金融资产规模超2.2 万亿。刚刚过去的 2025 年，国联集团圆满完成"十四五"收官， 总资产跨越两个千 亿台阶到 3200 亿元，净资产倍增到 860 亿元，年利润基本实现翻番到 45 亿元，平均经营性净资产收益 率 8.12%。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 服务京津冀，聚力产业兴。1月17日，国联北京金融运营中心在北京西城区金融街正式启动运营。无锡 国联集团党委书记、董事局主席许可，党委副书记、总裁顾伟为中心揭牌，北京西城区政府、北京金融 街服务局、北京金融街街道办事处相关负责人出席启动仪式，国联集团在京企业主要负责人参加活动。 国联北京金融运营中心是国联集团2024年设立上海金融运营中心后的又一战略性运营中心，地处北京西 城区金融街核心区域，建筑面积约2万平方米 ...

历经9个月的谈判，台美关税终于敲定。虽然税率降至15%，但台湾需向美提供投资、信保各2500亿美 元，且面临半导体产业大量外移的严重风险。国民党主席郑丽文16日直言"觉得非常痛心"，民进党大张 旗鼓、喜气洋洋，把如此不堪的谈判结果当成"重大成就"。 据台湾中时新闻网1月16日报道，美国商务部15日宣布，美国对台湾商品适用的"对等关税"税率从原本 的20%调降为15%且不叠加，台湾在半导体及半导体衍生品等方面取得"232关税"最优惠待遇。作为交 换，台湾的半导体与科技企业将对美进行至少2500亿美元的新增直接投资，同时台湾将提供至少2500亿 美元的信用保证。 美国商务部称，这项协议将有助于推动美国半导体产业的大规模回流趋势，为美国本土半导体产业带来 显著的发展动能。 香港《南华早报》称，美国商务部长卢特尼克将这项庞大的回流投资计划形容为"不只是商业交易，也 是台湾为了维持'美国优先'领导人青睐所必须履行的战略要务"。他在接受美国CNBC采访时直言，"他 们（台湾）必须让我们的总统开心，对吧？因为我们的总统是保护（台湾）的关键。" 另据彭博社本周透露，该协议将要求台积电在美国亚利桑那州至少再建4座晶圆厂，作为其 ...

Group 1 - Canadian Prime Minister Carney's visit to China is under significant pressure from both domestic and international fronts, impacting his plans [1] - Canada has been heavily reliant on the U.S. for trade, but this dependency has led to economic challenges, particularly due to increased tariffs on key industries like steel and lumber [3] - The Canadian economy is suffering from U.S. tariffs, with canola prices plummeting and pork producers in Manitoba losing up to 19 million CAD annually [5] Group 2 - Carney's strategy to alleviate trade pressures includes diversifying trade relationships, particularly with China, as reliance on the U.S. has proven detrimental [6] - Trump's comments threaten the importance of the USMCA agreement, which allows 80% of Canadian goods to enter the U.S. tariff-free, highlighting the precarious nature of Canada's trade relationship with the U.S. [7] - The U.S. pressure on Canada may inadvertently push Canada to strengthen ties with China, as the percentage of Canadian exports to the U.S. has decreased from 78% to 72% [9] Group 3 - Carney's visit to China reflects a broader trend among countries previously aligned with the U.S. seeking independent development paths, as seen with Argentina's recent policy shifts [11][12] - The U.S. has imposed strict conditions on Canada regarding the USMCA, further alienating Canada and prompting a search for new partnerships [14] - For Carney's visit to yield substantial results, he must demonstrate sincerity and address domestic opposition by reconsidering tariffs on Chinese electric vehicles and proposing concrete cooperation plans in agriculture and energy [16][17] Group 4 - Trump's threats have not deterred Carney but have instead clarified the U.S.'s hegemonic nature, accelerating the awakening of allies to seek their own paths [19]

Core Insights - Midea Group's Chairman Paul Fang emphasized the company's resilience and strategic direction in his 2026 New Year address, highlighting the achievements of 2025 despite global challenges and expressing confidence in overcoming future obstacles [1][23][48] Group 1: Global Challenges and Company Progress - In 2025, Midea faced a turbulent global political and economic environment but continued to advance by adhering to a strategy of simplification for growth and self-disruption to meet challenges [2][27] - The company made significant strides in technology leadership, product innovation, and global impact across various business segments, including smart home, industrial technology, and healthcare [4][29][49] Group 2: Business Segments and Innovations - Midea's smart home segment introduced the first AI Butler and led the air conditioning industry with advanced AI interaction technologies, while also launching innovative products like a 45CM ultra-thin refrigerator [4][29] - In industrial technology, Midea focused on key components for HVAC and robotics, launching new products and establishing manufacturing bases in Mexico and Brazil [4][29][49] - The healthcare sector saw the establishment of a dedicated division, with significant innovations such as the world's first full-chain AI platform for MRI and the acquisition of Carestream International [5][30][49] Group 3: Strategic Focus for 2026 - Midea's strategy for 2026 centers on "Core-Focused Growth," emphasizing core businesses, markets, and capabilities to create a sustainable growth relay between ToC and ToB operations [31][50] - The company aims to solidify its leadership in white goods and HVAC, targeting top global positions through continuous innovation and enhanced user experience [6][31][50] - Secondary core businesses, including robotics, energy, and healthcare, will be strategically developed to ensure resilience across economic cycles [34][50] Group 4: Efficiency and Globalization - Midea plans to enhance efficiency across its value chain, focusing on cost leadership and digitalization to improve decision-making and operational efficiency [39][50] - The company will implement an OBM-first strategy to strengthen its global presence, emphasizing localization in R&D, manufacturing, and supply chains in key regions [39][50] Group 5: Embracing Change and Future Opportunities - Midea recognizes the necessity of continuous self-reinvention and the courage to disrupt existing patterns to foster growth amid fierce competition [40][51] - The company is committed to maintaining an enterprising spirit and adapting to changing market demands, ensuring that innovation and self-improvement remain central to its identity [44][51] - Midea believes that by focusing on core strengths and embracing change, every direction will lead to new opportunities for growth [45][51]

朋友们，周五晚上的全球大宗商品市场，上演了一出"各怀心事"的戏码。当交易员们赶在周末前，一边 为可能升级的中东局势捏把汗而推高油价，另一边却又因为美元反弹而抛售黄金时，你就知道，市场的 情绪有多分裂。更引人注目的是，之前火热的基本金属，像是约好了一样全线大幅回调。这背后，远不 止是简单的涨跌，更是一场关于"预期"与"现实"、"情绪"与"逻辑"的激烈博弈。我是帮主郑重，用二十 年观察市场的经验，带你捋清这团乱麻。 第三，重视"美元"这根主线。你会发现，黄金、乃至所有以美元计价的大宗商品，其定价之锚都离不开 美元的强弱和美联储的货币政策。下半年，美联储政策的任何风吹草动，都可能在整个商品市场掀起波 澜。理解宏观利率环境，比猜测某个地缘事件更重要。 总之，当前商品市场的喧嚣，是短期消息、资金博弈与长期逻辑交织的结果。我们要做的，是拨开日间 波动的迷雾，去把握那些真正能跨越周期的产业趋势和逻辑主线。我是帮主郑重，专注中长线，我们下 次再聊。 我们先看原油。油价在经历前一日暴跌后小幅回升，收在每桶59美元上方。这微弱的上涨，与其说是看 好，不如说是一种"周末避险"动作。交易员们在嘀咕：伊朗的紧张局势真缓和了吗？美国增派 ...