Domestic News:
1. As of January 2, 2026, the estimated total cross-regional population movement in China is 186.82 million person-times, a 10% decrease month-on-month and a 13.4% increase year-on-year.
2. Tesla's fourth-quarter deliveries were 418,227 vehicles, and its total vehicle deliveries for 2025 were 1.64 million vehicles, both lower than market expectations.
3. According to the latest news from multiple foreign media outlets, BYD has surpassed Tesla to become the world's top-selling electric vehicle manufacturer.
4. The National Integrated Circuit Industry Investment Fund's stake in SMIC's H shares increased from 4.79% to 9.25%.
International News:
1. A South Korean court issued an additional arrest warrant for Yoon Seok-yeol.
2. US stocks opened the new year strong, with the Nasdaq rising over 1% and the Nasdaq China Golden Dragon Index rising over 4%.
3. The head of Ukraine's Military Intelligence Service, Budanov, stated that he accepted Ukrainian President Zelensky's invitation to lead the presidential office. 4. According to Kyodo News: Japanese Prime Minister Sanae Takaichi and US President Donald Trump spoke by phone on Friday evening, and Takaichi agreed to meet with Trump in the spring.
5. Iranian Parliament Speaker: If Washington takes risks, US bases and troops in the region will become "legitimate targets." (This comes after US President Trump threatened to provide aid to protesters in Iran.)
6. Situation in Yemen—① The Yemeni government launched a military operation against the Southern Transitional Council; the Southern Transitional Council stated it would "severely retaliate" against the Yemeni government's military operation. ② According to sources within the Southern Transitional Council and local witnesses, Yemeni airports and military bases were attacked by airstrikes.
