Group 1 - The stock price of China Petroleum Capital (000617) closed at 9.19 yuan on January 29, 2026, with an increase of 2.11% and a turnover rate of 0.86%, totaling a trading volume of 1.0922 million shares and a transaction value of 999.5 million yuan [1][3] - On January 29, the net inflow of main funds was 65.6863 million yuan, indicating active market trading [3] Group 2 - China Petroleum Capital plans to acquire 100% equity of Yingda Futures for a transaction price of 1.129 billion yuan, pending approval from the China Securities Regulatory Commission [1][3] - China Petroleum Group intends to transfer 3.00% of its shares (379,262,372 A-shares) to State Grid Yingda International Holdings Group, which has received approval from the State-owned Assets Supervision and Administration Commission [1][3]

1月29日，随着美联储正式宣布维持利率不变，2026年初的政策宽松预期已彻底烟消云散。EasyMarkets 易信认为，此次会议不仅是货币政策的延续，更是市场情绪的一个重要拐点。此前在11月中旬，预测市 场对1月降息的押注一度超过40%，然而由于通胀表现出超预期的韧性，这一概率在本次议息会议前已 骤降至接近0%。在这种宏观高压下，加密货币市场的流动性溢价受到抑制，直接导致了比特币等风险 资产的价格表现陷入停滞。 从市场反应的各项事实来看，比特币在利率决议后依然受困于89500美元下方，未能借势突破。与此同 时，美元指数在经历前期调整后强势反弹，而现货黄金则表现异常夺目，单日上涨3.7%并逼近每盎司 5300美元的历史高位。这种"金强币弱"的格局说明资金在政策迷雾中更倾向于传统避险资产。 EasyMarkets易信认为，美联储内部出现的两张反对票——Stephen Miran与Chris Waller均支持降息25个 基点——揭示了决策层内部的微妙分歧，这种分歧未来可能成为引发汇市和加密市场剧烈波动的潜在引 信。 针对后续的利率路径，市场对于3月降息的预期仅剩16%左右，即便到了4月，降息概率也仅回升至30% ...

Core Insights - The "Lujiazui Financial Salon" aims to enhance consumer demand and promote consumption in Pudong, focusing on the theme "Financial Empowerment: Igniting New Spring Consumption Engines" for 2026 [1][2] - The platform has hosted 40 events in the past year, addressing 40 hot topics and gathering insights from over 200 experts, establishing its professional status in the financial industry [1] Group 1 - The event is guided by the Shanghai Municipal Financial Office and the Pudong New Area Government, aiming to outline the development blueprint for 2026 [1] - The salon serves as a regular communication platform, enhancing the financial reform capabilities of Pudong and contributing to the high-quality development of the Shanghai International Financial Center [1][2] - The first salon featured representatives from various sectors, including government, financial markets, and enterprises, discussing the synergy between finance and consumption [2] Group 2 - Key discussions included topics on "Financial Empowerment of Consumption," digital technology service upgrades, risk prevention, and rights protection [2] - The salon aims to leverage global resources to drive innovation in the financial industry and deepen international cooperation, contributing to the high-quality development of Chinese finance [2]

Group 1: China-UK Cooperation - Chinese Premier Li Qiang emphasized the need for China and the UK to deepen cooperation in emerging industries such as artificial intelligence, advanced manufacturing, clean energy, digital economy, and modern shipping services [1] Group 2: Service Consumption Growth - The State Council of China issued a work plan to accelerate the cultivation of new growth points in service consumption, aiming to optimize and expand service supply and enhance service consumption quality [2] - Specific measures include supporting real estate projects, promoting the automotive aftermarket, extending visa-free policies for tourism, and optimizing financial support for service sector enterprises [2] Group 3: Market Risks - Several funds, including Guotou Silver LOF and E Fund Gold Theme LOF, announced risk warnings, with Guotou Silver LOF halting trading and adjustments made to margin requirements for silver contracts [3] - The oil fund LOF will also suspend trading, while the liquor fund LOF warned investors about potential price premium risks [3] Group 4: Liquor Sector Performance - The liquor sector experienced a significant surge on January 29, attributed to its perceived undervaluation after a prolonged decline, attracting short-term capital [4] - Institutions like CITIC Securities predict stable sales for liquor during the 2026 Spring Festival, indicating a potential bottoming opportunity in the industry [4] Group 5: US-China Trade Relations - The Chinese Ministry of Commerce expressed willingness to maintain and implement important consensus reached by the leaders of China and the US, aiming for stable and sustainable development of bilateral trade relations [6] Group 6: Guizhou Moutai Clarification - Guizhou Moutai denied rumors regarding its participation in SpaceX's Series A funding, labeling the information as false [7] Group 7: AI and Robotics Developments - Beijing launched its first humanoid robot pilot verification platform, capable of producing 5,000 units annually, marking a significant step in the humanoid robot industry [13] - The industry is expected to enter a commercialization phase by 2026, with major investments anticipated in AI infrastructure and cloud computing [20] Group 8: Company Announcements - Jin Tian Co. plans to repurchase shares worth 200 million to 400 million yuan, while Hengyuan Coal Power intends to repurchase shares worth 200 million to 250 million yuan [21] - Several companies, including China Communications Construction and Shenghe Resources, reported significant projected net profit increases for 2025, indicating strong growth potential [21]

国际金价在美联储维持利率政策的背景下逆势突破5500美元，市场用脚投票，揭示了对未来经济不确定 性的深层担忧。 1月底，全球金融市场见证了一场历史性的背离：美联储将联邦基金利率维持在3.5%至3.75%的区间， 而国际金价却在这一政策背景下逆势突破每盎司5500美元。这一矛盾现象揭示了当下全球经济的深层次 困境——避险需求已压倒传统利率逻辑，成为主导黄金市场的核心力量。 反常飙升 1月29日早间，黄金市场呈现出一幅与传统金融理论背道而驰的画面。在美联储明确维持3.5%至3.75% 利率区间的同时，国际黄金期货和现货价格却双双突破每盎司5500美元大关，甚至一度逼近5600美元。 更令人深思的是，金价在创下历史新高后迅速回落超过100美元，这种剧烈波动恰恰反映了市场在高利 率环境与避险需求之间的艰难抉择。 通常情况下，美联储维持高利率政策会增加持有黄金的机会成本，抑制金价上涨。但此次市场似乎完全 无视这一传统逻辑，将关注点完全放在了地缘政治风险和全球经济不确定性上。 多重力量的重新评估 美联储的高利率政策在此次黄金上涨中扮演了一个复杂角色。表面上看，维持利率不变应该对黄金构成 压力；但实际上，这一政策决策背后隐 ...

Group 1 - The Hang Seng Gold ETF has been listed on the Hong Kong Stock Exchange, marking it as the first ETF in Hong Kong that allows physical gold redemption through banks [2] - The listing signifies an important new chapter for the Hong Kong financial market, driven by increasing demand from sovereign nations and investors for diversified reserves and asset allocation, with gold's value as a commodity, investment tool, and safe-haven asset further enhanced [2] - A cooperation agreement was signed between the Financial Services and the Treasury Bureau and the Shanghai Gold Exchange, establishing a solid foundation for the integration of Hong Kong's gold central clearing system with the mainland market [2] Group 2 - The market supervisor of the Hong Kong Stock Exchange noted that this is the first gold-themed ETF product listed in nearly a decade, with more precious metal-related products expected to be available for investors as additional gold-themed ETFs are launched [2] - The chairman of the Hong Kong Securities and Futures Commission expressed support for more innovations to expand market participation and enhance market resilience, emphasizing the use of cutting-edge tools like blockchain to prepare the Hong Kong market for the future [2]

瑞银策略师本周已向客户示警，称贵金属及工业金属近期涨幅"失控"。 贵金属分析师Bill Holter最新警告称， 纽约商品交易所（COMEX）可能最早在2026年3月出现白银实物交割违约，这将彻底摧毁现有定价机制的公 信力，并引发蔓延至黄金及信用市场的连锁反应，进而导致整个金融体系崩溃。 据Holter透露，在传统上属于非交割月的1月，COMEX已有超过4000万盎司白银申请交割，而往年同期这一数字通常仅为100万至200万盎司。随着3 月主要交割月临近，交割需求达到7000万至8000万盎司，可能耗尽COMEX目前登记的1.1亿至1.2亿盎司库存。 ...

2026.01. 29 本文字数：1764，阅读时长大约3分钟 作者 | 第一财经 陈玺宇 据新华社消息，英国首相斯塔默1月28日抵达北京，开始对中国进行为期四天的正式访问。 英国首相时隔8年再次访华，其随行阵容中的商业分量备受关注。多名英国大型企业高层代表与首相同行，覆盖金融、 生命科学、制造业及专业服务等多个领域。公开信息显示，随访英国企业包括阿斯利康、汇丰、捷豹路虎等在中国市 场布局较深、业务关联度较高的英国大型跨国企业。 第一财经记者通过采访各方代表了解到，对英国工商业界而言，此次访问被视为一次加强对华沟通，为双边经贸关系 释放更清晰、可预期信号的重要机会。 英国企业界：最关心投资与合作 围绕斯塔默访华，英国工商界对中英如何推进经贸关系高度关注。多位长期与中国打交道的英国工商界代表在接受第 一财经记者采访时表示，他们高度关注中英之间的投资机遇和合作机会。 中国商务部数据显示，2025年，中英双边货物贸易额达到1037亿美元，服务贸易额有望突破300亿美元，双向投资存 量近680亿美元。英国分别担任第二十五届投洽会、第五届消博会主宾国，中英两国务实合作充满活力。 伦敦发展促进署（London & Par ...

Core Viewpoint - The launch of the Hang Seng Gold ETF marks a significant development in Hong Kong's financial market, providing a new avenue for investors to access physical gold through an ETF product [1]. Group 1: Product Launch - The Hang Seng Gold ETF was listed on the Hong Kong Stock Exchange on the 29th, becoming the first ETF in Hong Kong that can be redeemed for physical gold [1]. - This launch is seen as a pivotal moment for the financial market in Hong Kong, reflecting the increasing demand for diversified reserves and asset allocation among sovereign nations and investors [1]. Group 2: Government and Regulatory Support - The Financial Secretary of the Hong Kong Special Administrative Region, Xu Zhengyu, highlighted the importance of the ETF's launch and the signing of a cooperation agreement with the Shanghai Gold Exchange, which lays a solid foundation for connecting Hong Kong's gold central clearing system with the mainland market [1]. - The Hong Kong Securities and Futures Commission (SFC) Chairman, Huang Tianyou, expressed support for more innovations to expand market participation and enhance market resilience, indicating a commitment to responsible innovation in the financial sector [1]. Group 3: Market Implications - The market is expected to see more gold-themed ETFs launched in the near future, providing investors with a wider range of precious metal-related products [1]. - The SFC aims to utilize cutting-edge tools like blockchain to prepare the Hong Kong market for future developments, indicating a forward-looking approach to market evolution [1].

Core Viewpoint - China Baowu and China Everbright Group signed a new strategic cooperation framework agreement to deepen financial and industrial collaboration, aiming for mutual benefits and high-quality development [1][3][9]. Group 1 - The signing took place on January 29, with key leaders from both companies, including China Baowu's Chairman Hu Wangming and Everbright Group's Chairman Wu Lijun, participating in discussions [1][7]. - Both companies reviewed their successful cooperation since the initial agreement in 2020, highlighting fruitful outcomes across various fields [3][9]. - The new agreement is seen as an opportunity to further enhance strategic cooperation, expand collaboration areas, and support industrial transformation and upgrading [3][9]. Group 2 - The signing was represented by China Baowu's Chief Accountant Li Lina and Everbright Group's Vice President Hong Bo, with other relevant department heads and subsidiary leaders in attendance [4][10].