重要新闻 1. 六大行全部重启大额存单发行。 2. 金融法草案二审稿充实金融消费者、投资者保护相关内容。 3. 国有资产法草案二审稿完善多项规定。 个股新闻 1. 主力资金流向数据显示，东山精密主力资金净流入14.88亿元居首位，东方财富、兆易创新、北方华创、宁德时代获主力资金净流入居前；天孚通信主力资金净流出7.63亿元居首位，长鑫科技、金安国纪、胜宏科技主力资金净流出居前。 2. 京东方A：公司未来在折叠屏市场确定性增长过程中有望受益。 3. 湖南裕能：预计2027年高端磷酸铁锂仍处于供应偏紧状态。 4. 平煤股份：近期主焦煤价格呈现上行态势，但盈利弹性存在不确定性。 5. 天合光能回应拟出售支架业务：引入战略合作方，聚焦光储主业。 6. 平煤股份：近期主焦煤价格呈现上行态势 但盈利弹性存在不确定性。 7. 回天新材：半导体封装用胶部分产品实现批量供货，当前业务体量相对较小。 8. 国际复材：T布已向主流客户小批量供货，当前供给仍存较大缺口。 9. 招商银行李俐：息差后续走势仍存不确定性，降幅有望好于往年同期。

2-year government bond futures (TS) main contract down 0.02%, 5-year (TF) down 0.04%, 10-year (T) down 0.06%, 30-year (TL) down 0.20%.

Two sources said the Securities and Exchange Board of India (SEBI) has recommended removing the long-term capital gains tax (LTCG) for foreign investors to support a weak Indian equity market. SEBI also proposed an LTCG exemption for domestic mutual fund investors who sell existing holdings and reinvest proceeds into new assets. The proposals are non-binding and were submitted months ahead of the February federal budget; final authority rests with the government. Indian equities have lagged other emerging markets over the past two years, and foreign investors have sold a record $31bn of Indian stocks this year. SEBI held tens of meetings with foreign investors over the past two years amid continued foreign outflows and rupee weakness, after which it advanced the recommendations.