Domestic News:
1. Domestic exchanges have made intensive adjustments to margin ratios and price limits for some futures contracts.
2. China and Russia held a new round of strategic stability consultations.
3. The People's Bank of China (PBOC) injected a net 100 billion yuan into the open market in January through open market operations of treasury bonds.
4. Is the tax rate for the gaming industry going to align with that of liquor companies? Several gaming companies responded: This is false information.
5. The PBOC will conduct 800 billion yuan of outright reverse repurchase operations on February 4th, with a term of 3 months.
6. Domestic retail prices for refined oil products have risen for the second consecutive year, with 50 liters of 92-octane gasoline costing an extra 8.5 yuan.
7. The EU-China Chamber of Commerce expressed serious concern and firm opposition to the EU's frequent use of the FSR (Financial Security Research Service) to investigate Chinese companies.
8. Duan Shaofu of the China Nonferrous Metals Industry Association: Research is underway to include copper concentrate, which has a large trading volume and is easily liquidated, in the reserve scope.
9. The Central Committee's No. 1 Document, "Opinions of the CPC Central Committee and the State Council on Anchoring Agricultural and Rural Modernization and Solidly Promoting the Comprehensive Revitalization of Rural Areas," was released. International News:
1. Trump signs bill to end partial government shutdown.
2. Foreign media: EU plans to advance key mineral partnership with the US.
3. Trump meets with Colombian President Petro at the White House to discuss combating drug trafficking.
4. US Trade Representative: India's tariffs on US industrial goods will be reduced from 13.5% to almost zero.
5. US Interior Secretary: US plans to announce up to 11 key mineral trade agreements this week.
6. Reserve Bank of Australia raises interest rates by 25 basis points to 3.85%, in line with market expectations, after holding rates steady for three consecutive weeks.
7. Spot gold once recorded its largest single-day gain in history, exceeding $320; silver once rose by more than 12%; the Nasdaq fell 1.4%; and international oil prices rose by more than 2%.
8. Federal Reserve – Barkin: Rate cuts support the job market; the final step in combating inflation remains to be completed. ② Milan: Interest rate cuts of slightly more than one percentage point are needed this year; no excessive interpretation of metal market price fluctuations; in the long term, a smaller Federal Reserve balance sheet is desired.
9. Iran Situation—① White House: Despite Iranian requests for adjustments to the location and format of the talks, the US-Iran talks are still scheduled for this week. The US retains the military option. ② US Officials: The US military shot down an Iranian drone that approached the USS Lincoln aircraft carrier. ③ It is reported that Iranian armed speedboats attempted to stop a US oil tanker in the Strait of Hormuz but failed.
