On January 22nd, Xinjiang Khorgos Port set a new record with 41.784 million tons of import and export freight. Guangdong supports Nansha's financial expansion, while Shanghai's shipping market sees a decline in booking prices. Internationally, the RMB surpassed the USD in Moscow Exchange trading volumes, and Microsoft and OpenAI face potential antitrust investigations.

On January 19th, the domestic macro economy displayed stability and progress, with positive outlooks on consumption trends and significant lithium resource discoveries in Sichuan. The National Bureau of Statistics remains optimistic about 2024 consumption, while Shengxin Lithium Energy made a major breakthrough in lithium exploration. Additionally, the Anhui Province saw RMB loan increments exceed one trillion yuan in 2023, and the National Development and Reform Commission plans to expand new energy vehicle consumption.

On January 19th, the National Bureau of Statistics expressed optimism about China's 2024 consumption trend, citing stable trade and low government debt. Internationally, the Reserve Bank of Australia is expected to halt interest rate hikes, while oil prices fell due to a stronger dollar. Domestic macroeconomic indicators show stability, with a focus on continued policy support and trade optimization.

On January 17th, domestic news highlights include improvements in patent examination standards for new technologies and Guangxi's strong import and export performance. Internationally, oil prices remain stable despite Red Sea tensions, and the dollar rises as traders reassess interest rate cut bets.

On January 16th, key economic indicators showed mixed trends globally. Domestically, China's MLF operations continued at 995 billion yuan, with potential RRR and interest rate cuts in Q2. Internationally, the Red Sea situation escalated, impacting container shipping indices, while the Federal Reserve's interest rate cut bets increased, driving gold prices. The ECB is expected to cut rates four times this year.

On January 12th, China's CPI fell 0.3% YoY and PPI fell 2.7% YoY. Expectations for interest rate cuts in January are growing, and the RRR may be lowered post-Spring Festival. The NDRC launched the seventh batch of major foreign-funded projects. Internationally, the Baltic Dry Bulk Freight Index saw its largest weekly decline since 2008, and tensions in the Red Sea are pushing up global shipping prices.

On January 12th, the domestic economy saw steady growth in monetary credit and social financing, a 12% increase in automobile sales, and a 51.7% rise in public charging piles. Internationally, Japanese EV sales surpassed 20,000 units, and the Turkish lira hit a new low against the US dollar. Expectations for a Bank of England interest rate cut rose, influencing UK bond yields.

On January 11th, the Ministry of Commerce studied new policies to boost foreign trade, while Russia fulfilled its crude oil export reduction commitments. Global gold ETFs saw net outflows for seven consecutive months, and the Reserve Bank of Australia may not cut interest rates until 2025. Domestically, thirteen departments aim to expand 5G and gigabit optical networks in border areas by 2025.

On January 10th, domestic news highlights include a 25.4% YoY increase in new tax-related business entities, stable grain purchases exceeding 400 million tons, and domestic oil and gas production reaching 390 million tons. Internationally, S&P Global Ratings affirms Russia's position as India's top crude supplier despite Red Sea tensions, Cuba raises fuel prices, and South Korea faces rising unemployment.

On January 9th, domestic news includes significant growth in China Southern Power Grid's distributed photovoltaic projects and new policies for individual business transformations in Zhejiang. Internationally, Saudi Arabia's crude oil prices fell, impacting global markets, while Gazprom continues gas deliveries to Europe via Ukraine.

On January 6th, China's commodity supply and demand maintained an upward trend but with a slower growth rate. Ning Jizhe emphasized strengthening counter-cyclical adjustments and utilizing fiscal policy. Russia's petroleum product exports hit an eight-month high, and Germany's clean energy usage reached a new record. The global manufacturing PMI showed continued weakening recovery momentum. Goldman Sachs forecasts upside potential in S&P 500 EPS.

On January 5th, key updates include Da Bei Nong Group's pig sales reaching 9.66 billion yuan, China's commitment to global economic growth, and new charging pile standards. Internationally, Morgan Stanley shifts to a neutral dollar outlook, South Korean automakers exceed 7 million units in sales, and French inflation rises due to energy costs.

On January 4th, 2024, domestic news highlights include the State-owned Assets Supervision and Administration Commission promoting a strong start for central enterprises, and CNOOC Limited announcing the operation of the Lufeng Oilfield Group's second phase. Internationally, concerns arise over the closure of a major Libyan oil field and OPEC+ planning a virtual meeting in early February to assess the oil market.

On January 3rd, 2024, domestic news highlights include Jiangsu's increased subsidies for housing, Chongqing's industrial growth, and Liaoning's tourism surge. Internationally, concerns over US restrictions on lithography exports to China and updates on the dollar's weakening trend were prominent. Domestic macroeconomic indices showed varied trends across sectors.

On January 2nd, key economic indicators showed mixed trends. Domestically, the PMI for high-tech and equipment manufacturing was 50.3% and 50.2%, respectively, while the overall manufacturing PMI fell to 49.0%. Internationally, South Korea maintained second place in new ship orders, and the EU agreed to partial Schengen accession for Bulgaria and Romania.