Renault CEO: With India's relationship with the EU growing closer, India is becoming a priority market for us.

US Dollar: 1. Polymarket's forecasting platform shows a 78% probability of a US government shutdown before the end of January, a significant increase from less than 10% last Friday. 2. Goldman Sachs: Expects the Federal Reserve to keep interest rates stable, with two rate cuts in 2026, the first likely in June. 3. The Atlanta Fed's GDPNow model projects US GDP growth of 5.4% in the fourth quarter of 2025, unchanged from the previous forecast. 4. US durable goods orders in November 2025 saw their largest increase in six months. Euro: 1. The European Parliament postponed its decision on whether to resume ratification of the EU-US trade agreement. 2. India and the EU reached a trade agreement, with tariffs on over 90% of EU goods exports to be eliminated or reduced, automobile tariffs to be gradually reduced to 10%, and tariffs on various EU wines to be reduced to 20%-50%. 3. French Ministry of Finance: France will hold a G7 finance meeting on Tuesday. Pound Sterling: 1. Former Conservative Home Secretary Sueira Braverman has joined the Reform Party. 2. 55% of economists predict the Bank of England will cut interest rates to 3.50% by the end of March. The vast majority of economists expect the Bank of England to maintain interest rates at 3.75% on February 5th. Japanese Yen: 1. Bank of Japan account data showed no clear indication of intervention in the foreign exchange market last Friday. 2. Chairman of the Japan Business Federation (Keidanren): Welcomes the moderate adjustment to the excessive weakness of the yen. Korean Won: 1. South Korea's National Pension Fund plans to reduce its overseas stock exposure and increase its domestic allocation. 2. South Korean President Lee Jae-myung: The economy is gradually improving. We will continue to improve unfair rules in the stock market. 3. Market rumors suggest the South Korean government has set a target of 3000 points for the KOSDAQ index and plans to channel approximately 17 trillion won annually from brokerage investment management accounts into the market. 4. South Korean Presidential Office: South Korea's trade envoy will soon visit the United States and meet with the U.S. Trade Representative to discuss the implementation of the trade agreement. We will express our willingness to implement the tariff agreement to the United States. Other: 1. The Central Bank of Uruguay cut interest rates by 100 basis points to 6.50%. 2. Canadian Prime Minister Carney: No plans to hold early elections. 3. Australia will no longer publish year-on-year data in its quarterly CPI report. 4. Governor of the Central Bank of Pakistan: Foreign exchange reserves are expected to exceed a record high of US$20 billion by the end of 2026. 5. Thailand's Ministry of Finance: Thailand's GDP growth rate is projected to be 2.0% in 2026 (unchanged from the October forecast); overall inflation is projected to be 0.3% (lower than the 0.5% forecast in October).

A-share insurance stocks continued to rise, with China Life Insurance up more than 4%, New China Life Insurance and China Pacific Insurance up more than 3%, and Ping An Insurance and PICC following suit.