The market has faced numerous bearish factors over the past two days, which intensified today. The Hong Kong stock market once again gapped down at the open, closing 1.17% lower. The Hang Seng Index appears poised to test the critical 26,000-point level next. As mentioned previously, former President Trump is reportedly discussing various options for acquiring Greenland, including the potential use of military force. Greenland's significance lies not only in its extremely important geographical location as a key node in the Arctic shipping route but also in its abundant resources. According to US Geological Survey statistics, Greenland holds reserves of 43 out of the 50 key minerals critical to the US economy's operation, including copper, cobalt, nickel, and 42 million tons of rare earths. For the US to realize its "Greater North America" strategy, Greenland is an unavoidable piece of the puzzle. The pressure is now on Denmark. On January 7, local time, the Danish Ministry of Defense, responding to inquiries from the Danish newspaper Berlingske, confirmed that a military regulation issued in 1952 "remains in effect." This regulation stipulates that "forces under attack must immediately engage in combat, without waiting for or seeking orders." While maintaining appearances is necessary, the reality is that Denmark simply cannot withstand such pressure, even with EU support. The subsequent questions are merely how the acquisition will happen and how long it will take. As long as this geopolitical pressure persists, gold is likely to remain active. Today, Wanguo Gold Group (03939) surged over 8%, while Tongguan Gold (00340) rose 5%, and Shandong Gold (01787) and Zhaojin Mining (01818) both rebounded.
In a latest sudden development, according to the Global Times, the US European Command announced on the 7th that the US had seized the oil tanker "Bella 1" in the North Atlantic, alleging it violated US sanctions. The "Bella 1" is a Russian-flagged tanker associated with Venezuela. Subsequent reports from US CBS and the UK's The Times indicated that the operation involved substantial US forces, including Navy SEALs and the 160th Special Operations Aviation Regiment. This aligns with remarks on the 7th by US Energy Secretary Christopher Wright, who stated the US will control Venezuela's oil sales "indefinitely," with the proceeds being deposited into US accounts. US government control will extend not only to existing stockpiles but also to all future sales "indefinitely." The seizure of oil is now blatant. In the defense sector, AVIC (02357) rose over 5%.
Furthermore, Russia's shadow fleet will also come under increased US scrutiny. This benefits oil shipping companies like COSCO SHIPPING Energy (01138), which surged over 7% today. Concurrently, the shipbuilding industry is expected to receive a fresh stimulus. China Shipbuilding (00317), with its ample order book, is set to deliver high-value orders progressively, releasing profits. Its stock rose over 6% today. China Shipbuilding Lease (03877), involved in leasing, also stands to benefit from this opportunity, gaining over 3%.
According to Qiantang Release, Yuanjian Technology's assembly, testing, and recovery reuse base for medium-to-large liquid-fueled carrier rockets recently broke ground in Qiantang. This marks the official launch of China's first production base for sea-recovered reusable rockets, also the inaugural stainless-steel rocket super factory. Aerospace concepts continued their strong performance. Zhutong's January top stock pick, Junda (02865), mentioned for several consecutive days, soared another 13%. Goldwind Science & Technology (02208): Blue Arrow Aerospace plans to list on the Shanghai Stock Exchange's STAR Market this year, with its current valuation exceeding RMB 20 billion. Market expectations suggest a potential revaluation to RMB 100 billion post-listing. Goldwind holds a 4.1412% stake in Blue Arrow through its subsidiary Jianghan Asset, ranking as the sixth-largest shareholder. Driven by this potential value re-rating, the stock rose nearly 3% today. Another Zhutong January top pick, CIMC Enric (03899), also gained nearly 3%.
Today, the People's Daily commentary public account published an article titled "Central Government 'Names' Housing Provident Fund: What Signal Does It Release?" The article noted that the Central Economic Work Conference held at the end of 2025 proposed "deepening the reform of the housing provident fund system." This is the first time in a decade that the provident fund has been specifically mentioned in the conference communiqué. Subsequently, the National Housing and Urban-Rural Development Work Conference referenced the provident fund seven times. This appears to be a signal to the real estate sector. Currently, approximately RMB 11 trillion (figure from end-2024) sits idle in the national provident fund accounts. If effectively utilized, this could provide a significant boost to the property market. According to a Sing Tao report, China Vanke (02202) has reached agreements with domestic lenders, including Bank of China, to change interest payments from quarterly to annually. Furthermore, similar interest payments due in the coming months can be deferred until September 2026. Vanke (02202) rose over 4% today. The stabilization of this industry leader sets a positive expectation for others. Greentown Management (09979) and Sun Hung Kai Properties (00016) both gained over 3%. Recently, China Resources Land (01109) and Longfor Group (00960) have seen funds accumulating at their bottom levels.
Recently, the Ministry of Industry and Information Technology, jointly with the Cyberspace Administration of China, the National Development and Reform Commission, and five other departments, issued the "Implementation Opinions on the Special Action for 'AI + Manufacturing'." The document explicitly sets a development goal for 2027: achieving secure and reliable supply of key core AI technologies, with industrial scale and enabling capabilities ranking among the world's forefront. Shanghai Fudan Microelectronics (01385) and Huahong Semiconductor (01347) both rose over 3%.
According to the Hangzhou Municipal Bureau of Economy and Information Technology, the Qianli Haohan H9 system, equipped on the Zeekr 9X, has officially obtained an L3 autonomous driving road test license. This license covers over 9,200 square kilometers of roads across the entire Hangzhou area, reportedly the largest L3 test permit by coverage in China currently. A key foundation for this breakthrough is that the licensed Qianli Haohan H9 system comes standard with RoboSense's 520-line ultra-field digital LiDAR. This product is currently the industry's only mass-producible automotive LiDAR with over 500 lines. RoboSense (02498) exhibited the world's first "delivery guy" robot at CES 2026, capable of autonomous packing, transporting, unpacking, and recycling. Relying on its self-developed VTLA-3D model and "hand-eye coordination" solution, it integrates visual, force-tactile, and language information to enhance high-dexterity operation efficiency. The stock rose nearly 3% today.
According to media reports, the price of 3-5 year old cynomolgus monkeys has risen to RMB 140,000 each, with supply failing to meet demand within the year. The market is optimistic about the price increase expectations for Joinn Laboratories (06127)'s cynomolgus monkeys. The company announced that on January 7, 2026, it cancelled 129,100 treasury shares related to the 2021 and 2022 A-share employee stock ownership plans. The stock rose over 4% today.
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