【光大宏观】假期海外地缘局势动荡，全球权益市场多数上涨，港股能源、半导体、软件表现偏强；大宗商品涨 跌分化，金银油齐涨，美元走强压制港股，但人民币升值及特朗普访华，总体提振节后权益市场的风险偏好。 美国较强的通胀和经济数据对于降息预期带来掣肘，短期降息交易较为波折～ 【光大宏观】假期海外地缘局势动荡，全球权益市场多数上涨，港股能源、半导体、软件表现偏强；大宗商品涨 跌分化，金银油齐涨，美元走强压制港股，但人民币升值及特朗普访华，总体提振节后权益市场的风险偏好。 ...

Summary of Conference Call Notes Industry Overview - The conference call discusses macroeconomic narratives impacting various sectors, particularly focusing on demand recovery, currency dynamics, interest rate expectations, geopolitical risks, and the implications of artificial intelligence (AI) on market performance. Key Points Demand Recovery Narrative - Demand expectations are stable, with no signs of a turning point anticipated until 2026; if a turning point were to be identified, it would be considered to have occurred in 2022 or 2023 [1][2] Dollar Credit Loss - The dollar is entering an observation period, with no other currency currently presenting a strong appreciation narrative; the narrative surrounding the dollar's depreciation is expected to weaken in its influence on other assets [1][2] Interest Rate Narrative - The market has not priced in any interest rate cuts for January, with expectations indicating that no cuts will occur in March; future developments will depend on the testimony of Waller, who has previously expressed hawkish views during the Obama administration and dovish views during the Trump administration; if Waller does not exhibit hawkish tendencies in his upcoming testimony, the market may begin to price in the possibility of interest rate cuts [1][2] Geopolitical Narrative - There have been no fundamental changes in geopolitical risks; oil and precious metals continue to be supported by ongoing tensions, particularly regarding Trump's potential actions towards Iran [2][3] AI Narrative - There is a belief that 2023 will be a year for validating AI performance; if AI companies fail to meet market expectations, they may face significant pressure; however, proponents of AI believe the narrative surrounding AI is substantial and transformative [3]

本报讯 （记者 董洁） 2月15日，来自青海省商务厅的消息，为贯彻落实党中央、国务院和省委省政府 关于做好春节期间民生保障工作的安排部署，省商务厅聚焦商贸流通关键环节，细化落实各项保供措 施，全力保障春节期间全省生活必需品市场供应充足、价格平稳、安全有序。 认真落实节日市场运行监测制度，督促样本企业及时准确填报数据，动态掌握粮、油、肉、蛋、菜、奶 等主要生活必需品进、销、存及价格变化情况。紧密联系应急、气象、交通运输等部门，做好极端天 气、运输阻塞等突发应急情况预案，避免出现价格异常波动、商品脱销断档等紧急情况。 同时，指导全省174家保供企业和1080个投放点，发挥保供主体作用，针对节日消费特点和天气变化， 加大直采力度，拓宽货源渠道，确保商品库存充足。近5日，青藏集散中心日均进场蔬菜1520吨、水果 680吨、鸡蛋146吨；青藏集散中心、西宁仁杰和中庄3家批发市场米、面和食用油日均库存量保持在 2100吨、2800吨和2700吨以上。省内众利、裕泰、众和、夏华、长丰和湖源牧业6家重点屠宰企业供应 猪肉48吨、牛肉64吨、羊肉14吨。市场供应充足稳定，可满足居民节日集中消费需求。 据悉，2月9日，省商务厅组 ...

新春将至,年味渐浓。2月12日,安华农业保险菏泽中心支公司副总经理胡振兴带队,组织公司员工组成慰 问组,先后深入牡丹区、定陶区、东明县、巨野县、成武县等多地乡村,开展新春走访慰问活动,为当地困 难家庭送去米、面、油等生活必需品,传递企业关怀与节日温暖,让群众在寒冬中感受到浓浓的暖意。 在定陶半堤镇孙堂村,慰问组一行与农户促膝交谈,详细了解他们的家庭收入、身体状况、生产生活等实 际情况,认真倾听农户在春耕备耕、日常生活中遇到的困难与诉求, 并认真记录下来,为后续精准帮扶打 下基础。 ...

Group 1 - The city’s Commerce Bureau is conducting research to ensure a stable supply of essential goods and promote consumption ahead of the Spring Festival [1] - The Bureau visited key supply enterprises like Vido Supermarket to assess the stock and sales of essential goods such as rice, flour, oil, meat, eggs, and milk, ensuring logistics and pricing are managed effectively [3] - The Bureau is advising enterprises to enhance supply organization, strengthen production-sales connections, diversify product offerings, and prepare emergency plans to handle extreme weather, ensuring continuous market supply [3] Group 2 - The Bureau also inspected major commercial enterprises like Wanda Supermarket and Xinhua Bookstore to evaluate holiday consumption scenarios and service guarantees [5] - Enterprises are encouraged to capitalize on the peak consumption season by launching diverse promotional activities, including government vouchers, discounts, and loyalty programs to stimulate consumer spending [5] - The goal is to create a festive and vibrant consumption atmosphere, providing solid support for citizens to celebrate the New Year [5]

Core Viewpoint - The article discusses the efforts of the Min County Market Supervision Administration to regulate market prices during the holiday season, ensuring consumer rights and preventing price gouging and fraud [1][3]. Group 1: Regulatory Actions - The Min County Market Supervision Administration organized inspections of major supermarkets, wholesale markets, and pharmacies to monitor prices of essential goods such as rice, flour, oil, meat, eggs, milk, and medicines [1]. - Inspections focused on promotional pricing, price fluctuations of essential goods, and compliance with clear pricing regulations, targeting issues like false promotions and rapid price increases [3]. Group 2: Enforcement and Compliance - A total of 52 enforcement personnel were deployed, inspecting one grain and oil reserve point, five supermarkets, one wholesale market, and three pharmacies, resulting in the identification of one entity with non-compliant pricing and another with improper promotional signage, both of which were ordered to rectify immediately [5]. - The market price operation during the holiday period has remained stable [5]. Group 3: Future Plans - The Min County Market Supervision Administration plans to increase the frequency of market inspections and enforcement efforts, while also improving consumer complaint channels to strengthen market price stability during the holiday season [6].

从巡查情况看，泗水县当前节日市场主要民生商品货源储备充足，品种丰富，物流配送顺畅，能够满足 市民节日消费需求。市场价格总体平稳，未发现异常波动。经营者能够自觉规范价格行为，市场秩序良 好。巡查人员并向经营者进一步宣传了价格法律法规和政策，要求其强化社会责任，依法诚信经营，自 觉维护公平、公正的市场价格环境。 中国发展网讯为切实做好2026年春节期间市场保供稳价工作，维护正常市场价格秩序，保障节日市场繁 荣稳定，确保人民群众度过一个欢乐祥和的春节，2月11日，山东省泗水县发展和改革局分管负责人带 队，对县主要大型商超(银座超市)、重点社区粮油肉菜店(福珍超市)以及专业粮油门店(王赞粮油店)等民 生商品销售场所，开展了一次全面、细致的价格巡查和市场调研工作。 此次巡查聚焦节日消费热点，重点查看了粮、油、肉、蛋、菜、奶、水果等居民生活必需品的市场供 应、库存保障和价格情况。与经营者现场交流，详细了解了当前主要商品的价格水平、货源渠道、供需 变化及未来价格走势预判。 今年是"十五五"规划的开局之年，保供稳价是重要的民生工程，尤其在春节消费旺季更是丝毫不能松 懈。下一步，泗水县发展和改革局将持续加强节日期间价格监测预警 ...

Group 1 - The National Development and Reform Commission (NDRC) is analyzing the supply and price situation of essential goods, focusing on ensuring supply stability and price control for important livelihood products [1][2] - The NDRC is coordinating with multiple departments to enhance agricultural production and logistics, ensuring sufficient supply of vegetables and other crops during the winter season [1] - Measures include increasing stock levels in wholesale markets and supermarkets, implementing a "green channel" policy for fresh agricultural products, and improving logistics efficiency [1] Group 2 - The NDRC is also focusing on supporting vulnerable groups, including low-income families, by monitoring their needs and providing timely social assistance [2] - There is a preparation for linking social assistance standards with rising prices to prevent poverty and ensure support for those in need [2] - The overall production of essential goods is reported to be stable, with grain production exceeding 1.4 trillion jin for two consecutive years and sufficient meat and vegetable supplies expected for the upcoming Spring Festival [2]

Core Viewpoint - The local government is taking proactive measures to ensure the supply and price stability of essential goods during the upcoming Spring Festival, focusing on safeguarding the public's access to basic necessities [1][7]. Supply and Market Investigation - A market supply investigation was conducted by the local development and reform commission, visiting key commercial areas such as the China Supply and Marketing Cooperative and Jia Baile Supermarket to assess the availability and pricing of essential goods [1][3]. - The investigation included a thorough examination of various product categories, including vegetables, fruits, seafood, fresh meat, grains, oils, and dairy products, to monitor stock levels and price fluctuations [3][5]. Price Stability - Current monitoring data indicates that essential goods such as grains, oils, meats, eggs, and vegetables are sufficiently stocked and priced relatively stable, meeting the festive consumption needs of the public [7]. - The local development and reform commission emphasized the importance of social responsibility among suppliers to maintain price discipline and ensure transparent pricing practices [7]. Commitment to Public Welfare - The local government plans to enhance price monitoring and early warning systems during the festival period, ensuring coordinated efforts to address any abnormal price fluctuations [9]. - The aim is to maintain a stable and harmonious environment for the public during the New Year celebrations, ensuring a comfortable and secure festive experience for all citizens [9].

2026年春节期间 全市启动平价销售家数一览表 | 县(市、区) | 平价商店数量 (家) | 平价商店名称 | | --- | --- | --- | | | | 中闽百汇涂门街店 | | | | 大润发开元盛世广场店 | | 聲城区 | 5 | 大润发温陵店 | | | | 福德龙购物广场 | | | | 万家旺购物广场江南店 | | | | 永辉超市(城东店) | | | | 永辉超市(浦西万达店) | | | | 中闽百汇(泉秀店) | | 丰泽区 | | 中闽好生活超市(润华店) | | | 8 | 泉州市丰泽区京泰隆食品有限公司(京泰隆生鲜超市) | | | | 泉州市丰泽区金聚明选超市(家乐华超市湖心店) | | | | 泉州市丰泽区春华秋实超市(家乐华超市汉唐店) | | | | 泉州市刺桐汇商业管理有限公司(家乐华超市泉秀店) | | 洛江区 | 4 | 洛江大润发 | | | | 万安友谊 | | | | 河市万利隆平价商店 | | | | 马甲来福隆 | | 台商投资区 | र्वे | 泉州市兴源购物商场有限公司 | | | | 泉州市好易多商业管理有限公司 | | | | 泉州台商投 ...