各大金融机构近期陆续发布了对二零二六年美国经济的展望报告。综合来看，市场普遍预期届时美国经济将保持温和增长，但不确定性依然存在。 部分机构态度相对积极。美国银行全球研究预计，到二零二六年年底，美国经济增速可能维持在百分之二中段水平。这一判断主要基于其对提振投资的税制 调整抱有期待，同时认为消费者支出以及与人工智能相关的企业投资将持续保持强劲。高盛研究团队也持有类似观点，认为美国经济表现将优于多数其他大 型经济体，尽管人工智能的广泛应用可能会给就业市场带来结构性压力。高盛进一步预测，二零二六年全球GDP增长率约为百分之二点八，并指出政府停摆 结束可能在明年初为美国经济带来一定的短期提振。 然而，并非所有声音都如此乐观。摩根大通全球研究提出警示，认为二零二六年美国及全球经济陷入衰退的概率约为百分之三十五。其理由在于对"顽固的 通胀"以及正在放缓的劳动力市场的担忧。这意味着，即使在其基准情景预测中，经济下行风险也被认为相当显著。其他一些机构的展望则更为模糊。例 如，摩根士丹利将前景描述为"温和增长，但存在广泛可能性"，这种表述几乎涵盖了从平稳到放缓的多种情形。 具体到增长动力与压力，安永的分析认为，美国经济增长可能 ...

Core Insights - The conference on financial consumer rights protection was held on December 30, 2025, focusing on the theme "Discussing Financial Development and Building Satisfactory Consumption" [1] - The Vice Secretary-General of the China Consumers Association emphasized that strengthening financial consumer rights protection is crucial for boosting market confidence and mitigating financial risks, as well as maintaining financial security and promoting high-quality economic development [1] Financial Consumer Survey Report - The "Financial Consumer Survey Report (2025)" highlighted that the professionalism and transparency of financial products and services are becoming core concerns for consumers [1] - Key issues identified include lack of transparency in terms interpretation, discrepancies between services and commitments, inducement sales, and personal information leakage, which are areas where financial institutions need to improve consumer satisfaction [1] Case Studies - The conference also presented typical cases for the 2025 financial consumer rights protection, featuring innovative practices from five organizations: Ant Group, China Life Insurance, China Construction Bank, Taikang Life, and China Everbright Bank [1]

Core Viewpoint - The article emphasizes the structural transformation of the Chinese economy, focusing on the transition from production-oriented to wealth-oriented growth, and the importance of leveraging technological innovation to drive future growth opportunities leading up to 2026 [1][4]. Group 1: Economic Transformation and Opportunities - The year 2025 is identified as a pivotal point for global restructuring, where China's strength will be reassessed across multiple dimensions including technology, trade, governance, and security [4]. - China has three major advantages for economic growth: the potential for GDP per capita to reach levels of developed countries, the new technology revolution focusing on digital and green technologies, and the benefits of a super-large market economy [6]. - The focus for 2026 will be on short-term demand expansion and risk control, while also promoting an innovation-driven growth model that emphasizes modern industrial systems and technological self-reliance [7]. Group 2: Industry Insights and Innovations - The automotive industry is at a crossroads, with a shift from a "favorable wind" era to a new phase characterized by technological competition and globalization [19]. - The Chinese manufacturing sector is expanding globally, with companies adapting to new trade rules and focusing on localizing supply chains [10]. - The rise of new industries such as robotics, artificial intelligence, and innovative pharmaceuticals is seen as a foundation for future economic growth, reflecting a systematic reassessment of growth paradigms [13]. Group 3: Financial and Market Dynamics - The capital market in China requires a significant ideological shift to better support long-term technological innovations and address mismatches in investment strategies [13]. - The banking sector is diversifying its global presence, moving from traditional markets to emerging markets along the Belt and Road Initiative, focusing on infrastructure and resource development [11]. - The trend of "investing in people" is highlighted as essential for stimulating consumer markets, moving away from a focus solely on physical investments [7].

Core Viewpoint - The article emphasizes the importance of integrating finance and technology to support sustainable forestry development, highlighting the role of financial services in enhancing ecological value and promoting high-quality growth in the forestry sector [2][3]. Group 1: Financial and Technological Integration - The "Financial + Technology" initiative aims to leverage financial and technological collaboration to inject new momentum into forestry development, facilitating the quantification of ecological value and promoting sustainable development cycles [3][4]. - The initiative is supported by the Chongqing Manzhai Industrial Group, a key player in ecological restoration and forestry-related industries, which underscores the importance of industry collaboration [2][3]. Group 2: Policy and Regulatory Framework - In August 2025, a joint notice from the People's Bank of China, the Financial Regulatory Bureau, and the National Forestry and Grassland Administration outlined 15 measures to enhance financial support for high-quality forestry development, addressing barriers between finance, collective forest rights reform, and comprehensive forest management [2][3]. - The article highlights the significance of Chongqing as a pilot area for collective forest rights reform and green finance innovation, showcasing its unique role in exploring financial and technological support for forestry [4]. Group 3: Future Directions and Expert Contributions - The first issue of the "Financial + Technology" column will be published in January 2026, focusing on Chongqing's systematic exploration of digital forest rights, ecological value quantification, and financial product diversification [4]. - The column aims to gather insights from experts in finance, technology, and forestry to discuss innovative trends and policy recommendations for enhancing financial empowerment in the forestry sector [4].

Group 1 - The core point of the article is that Asia Financial (00662) announced the resignation of Ms. He Cuiping as the Chief Financial Officer, effective from January 1, 2026, to pursue other personal goals [1] Group 2 - The announcement indicates a significant leadership change within the company, which may impact its financial strategies and operations moving forward [1] - The timing of the resignation, set for 2026, suggests that the company may have a transition plan in place to ensure continuity in financial management [1] - The reason for the resignation is stated as the pursuit of personal goals, which may reflect a trend of executives seeking work-life balance or new opportunities [1]

Core Viewpoint - Asian Financial (00662.HK) announced the resignation of its Chief Financial Officer, He Cuiping, effective January 1, 2026, to pursue other personal goals [1] Group 1 - The resignation of He Cuiping marks a significant leadership change within the company [1] - The effective date of the resignation is set for January 1, 2026, indicating a planned transition period [1] - The reason for the resignation is stated as the pursuit of other personal goals, suggesting a voluntary departure [1]

Core Viewpoint - Wenkang Capital (600390.SH) announced the appointment of Ye Zhixiang as the secretary of the board of directors, effective from the date of approval by the board until the end of the current board's term [1] Group 1 - The ninth board of directors of Wenkang Capital will hold its 30th meeting on December 31, 2025, to review the proposal regarding the adjustment of certain senior management personnel [1] - The appointment of Ye Zhixiang as the board secretary was approved by the nomination committee of the board [1]

近年来，世界经贸格局又在经历一场深刻的重塑。伴随贸易保护主义加剧、地缘政治的复杂性上升、担 忧供应链安全性的考量增加，全球经济步入一个与以往大张旗鼓宣扬开放与发展不太一样的新常态中。 叠加当前科技迭代日益加快的背景，对中国企业的全球化发展来说，这是一个与以往不同的发展环境。 我们在观察中发现，中国企业特别是那些在海外有着大量业务的全球化企业，它们的身上也拥有了不一 样的特征。 在2025年轰轰烈烈的全球关税之争中，中国企业展现出强大的韧性。对外贸易方面，2025年上半年，中 国货物出口总额同比增长7.2%至13万亿元。出口结构持续优化，以新能源、工业机器人为代表的新兴 行业正成为出口新引擎。越来越多中国企业致力于从"卖产品"向"建体系、树品牌"进阶；中国对外直接 投资高速增长，2024年度对外直接投资净额为1922亿美元，比上年增长8.4%。其中，我国企业投资规 模持续名列前茅，对外直接投资占全球份额的11.9%，呈现出更注重本地化、合规性与可持续性的特 征。2025年，第一财经研究院·中国企业全球化指数预计同比增长6.1%，为近三年最高增速。 又一年，第一财经研究院撰写的《跨越山海│2025中国企业全球化报 ...

Group 1 - The core point of the article highlights that Yuyin Co., Ltd. has experienced a continuous three-day trading limit increase, achieving a three-day consecutive limit up [1] - The stock reached a trading limit at 13:23 today, with a transaction amount of 3.393 billion yuan and a turnover rate of 56.23% [1] - The digital currency concept has become active again, with the company establishing a digital currency research and development center to engage in related research [1] Group 2 - In the financial services sector, the company is involved in ATM cooperative operations, technical services, and related financial services [1] - In terms of industrial park operations, the company is engaged in the operation of industrial parks developed from its own properties [1] - In the field of biometric technology, the company has developed technologies such as facial recognition and fingerprint recognition [1]

| | | 财经目历 E 17777 LSU P INT/D i TV I 217 t 60 日后 中国2025 加拿大央行 美联储公布 中国1月PMI 年规模以上 公布利率决 利率决议 工业企业利 议 润 第十九届亚洲金融论坛 (1/26-1/27) 编辑 | 高明妍 制图丨方舟 x | 2026年 月 January | | | | | | | | | | 重大事件 重要数据 重点公司 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | = | B | | 五 | | 六 日 | | | | 初十 | 29 | + | 30 | 十二 | 37 | 十三 | 1 | 十四 | 2 | 十五 3 | 十六 | 4 | | | | | | | | 我国调整部 | 分商品关税 港股上市 | 壁仍科技在 | | 2026年博鳌全球数字消 费大会(1/3-1/5) | | | | | | | | | | 税率税目 | | A股休市 | | | | | | | | | | | ...