China

操盘必读：影响股市利好或利空消息_2026年1月22日_财经新闻

Sina Finance | Local Language | News | Jan. 23, 2026 | UndeterminedInvestor Sentiment

U.S. Trade Representative Grier indicated potential new trade talks with China, supported by China’s call to implement important bilateral agreements to stabilize economic cooperation. The People’s Bank of China emphasized accelerating RMB cross-border payment systems and reinforced regulatory supervision to ensure healthy industry development. Tax policies were extended to exempt personal income tax on gains from innovative enterprise China Depositary Receipts (CDRs) through 2027. Former U.S. President Trump ruled out forcibly acquiring Greenland and canceled upcoming tariffs on Europe, prompting increased optimism in U.S. stock markets. Meanwhile, the European Parliament indefinitely froze the review of the EU-U.S. trade agreement, with Denmark opposing U.S. demands regarding Greenland.

Industry updates included the expansion of inbound duty-free shops at ports, new real estate policies focusing on controlling added supply and optimizing financing, and long-term supply agreements in the semiconductor memory industry valid through 2030. Guangdong proposed advancing AI-driven smart transportation and autonomous driving tests. Intel and AMD’s server CPU supply is sold out for 2026, leading to planned price hikes. Guangdong raised the minimum commercial housing mortgage down payment ratio to 30%. Suzhou outlined plans to promote AI-driven scientific development and housing market revitalization.

Among companies, several reported expected net losses for 2025, including Moore Threads (950 million to 1.06 billion yuan), Xinda Real Estate (7.6 to 8.2 billion yuan), Jinko Energy (5.9 to 6.9 billion yuan), and Hongqiang Co., which anticipated a swing from profit to loss. Notable profit forecasts included Tianfu Communications (1.881 to 2.15 billion yuan, up 40–60%), Demingli (650 to 800 million yuan, up 85–128%), Jin’an Guoji (280 to 360 million yuan, up 656–871%), Daikin Heavy Industry (1.05 to 1.2 billion yuan, up 122–153%), and Juhua Co., Ltd. (3.54 to 3.94 billion yuan, up 80–101%). Other announcements included large contracts by Tengjing Technology and Nankuang Group and strategic investments by Hualan Co., Ltd. and Binhai Energy in AI drug R&D and advanced materials.

Global markets reacted positively to Trump’s announcement, lifting major U.S. indexes by over 1%, with memory stocks like SanDisk rallying strongly. The Nasdaq Golden Dragon China Index also gained 2.21%. Spot silver dropped intraday but recovered slightly, while spot gold hit a record high near $4,888 per ounce. Natural gas prices surged due to weather threats to U.S. exports and ongoing cold across Europe and Asia, with U.S. natural gas futures up 29% for the day. Crude oil prices edged up amid geopolitical uncertainties focused on Greenland rather than Iran.

Investment opportunities highlighted include the spin-off of Zhiyuan Robotics’ dexterous hand business into an independent company, reflecting a maturing robotics sector poised for rapid growth through 2030. Neuralink’s brain-machine interface chip now supports wireless over-the-air upgrades, signaling progress toward commercial-scale deployment in the brain-machine interface industry, expected to reach $7.63 billion globally by 2029.

Additional updates feature no new trading suspensions and the resumption of trading for ST Zhongzhuang. Operating data revealed mixed corporate earnings forecasts, with strong profit growth expected in some sectors and significant losses in others. Key contract wins, share buyback plans, and shareholder reductions were also noted, alongside industry-focused investments in battery materials and carbon technologies. Executive resignations and production capacity adjustments were reported at select mining and chemical companies.

Xinhua | English | News | Jan. 23, 2026 | Political Scandal or Corruption

Taiwan's legislature held the first plenary meeting to review an impeachment motion against leader Lai Ching-te on January 21, 2026. Lai was invited to attend and provide explanations but did not appear. The impeachment motion, submitted by lawmakers from the Kuomintang (KMT) and the Taiwan People's Party, had been approved on December 26, 2025.

This meeting was the first of four scheduled sessions for Lai to respond in person, with the remaining meetings planned for January 22 and May 13 and 14. Lai declined the invitation in a letter, stating that the legislature had no authority to question him. The KMT caucus criticized Lai for his absence, interpreting it as a sign of guilt and cowardice.

During the meeting, lawmakers placed satirical cardboard cutouts of Lai to express their dissatisfaction. KMT lawmaker Fu Kun-chi accused Lai of lacking courage and criticized the Democratic Progressive Party for allegedly harming Taiwan's interests in areas such as tariff negotiations with the United States and Taiwan Semiconductor Manufacturing Co.'s overseas expansion. The legislature is expected to vote on the impeachment on May 19, 2026.

中方重申：日本根本没有资格要求“入常”

Xinhua | Local Language | News | Jan. 23, 2026 | Geopolitical Conflict and Disputes

Sun Lei, Chargé d'Affaires ad interim of China’s Permanent Mission to the United Nations, stated that Japan lacks the qualifications to demand permanent membership on the UN Security Council. He argued that Japan cannot shoulder the responsibilities of maintaining international peace and security or win the trust of the international community.

Sun Lei highlighted that the Security Council is central to the international collective security mechanism and recalled the Tokyo Trials that punished Japanese war criminals and upheld international justice. However, he claimed that Japanese militarism has resurfaced in new forms through efforts to deny historical crimes such as the Nanjing Massacre and the forcible conscription of "comfort women," revision of history textbooks, and visits by Japanese leaders to Yasukuni Shrine, a symbol of militarism. He also pointed to remarks by Prime Minister Sanae Takaichi, support for nuclear armament, and moves to revise Japan's security policies as evidence of attempts to revive militarism, posing threats to regional and global peace.

Sun Lei emphasized that a country showing no remorse for historical crimes and violating international norms cannot be entrusted with the responsibilities of maintaining peace and security or seek permanent Security Council membership.

Regarding Security Council reform, China supports necessary and reasonable reforms aimed at enhancing the Council's authority and efficiency, particularly emphasizing the increased representation and voice of developing countries. He urged for a comprehensive resolution to fundamental reform issues through a “package” solution during the current intergovernmental negotiations.