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On January 16, the China Securities Regulatory Commission (CSRC) publicly solicited opinions on the "Trial Measures for the Supervision and Administration of Derivatives Transactions (Draft for Comment)". Listed companies or companies whose stocks are traded on other national securities exchanges approved by the State Council are prohibited from engaging in derivatives transactions with their issued stocks as the underlying asset, unless otherwise stipulated by laws, administrative regulations, or the CSRC. Derivatives business institutions are prohibited from conducting derivatives transactions with shareholders holding more than 5% of the shares of listed companies or companies whose stocks are traded on other national securities exchanges approved by the State Council, their actual controllers, directors, supervisors, senior management personnel, and shareholders whose shares are subject to restrictions on sale or reduction, with the company's stock as the underlying asset.

On January 16th, Roborock Technology announced that it is currently working on its application to issue overseas listed shares and list on the Main Board of the Hong Kong Stock Exchange. The Listing Committee of the Hong Kong Stock Exchange will hold a listing hearing on January 15, 2026, to review the company's application for this offering. The joint sponsors of the company's offering received a letter from the Hong Kong Stock Exchange on January 16, 2026, stating that the Listing Committee has reviewed the company's listing application, but this letter does not constitute formal listing approval, and the Hong Kong Stock Exchange still reserves the right to provide further comments on the company's listing application.

Russian President Vladimir Putin and Iranian President Sergei Pezechyan reaffirmed their commitment to implementing joint economic projects.

On January 16, Li Qiang chaired an executive meeting of the State Council, which reviewed and approved the "Draft Decision of the State Council on Amending and Repealing Some Administrative Regulations." The meeting decided to amend certain provisions of nine administrative regulations, including the "Urban Greening Regulations," and to repeal two administrative regulations, including the "Township Coal Mine Management Regulations." The meeting pointed out that it is necessary to promote the enactment, amendment, repeal, and interpretation of administrative regulations in a timely manner, to ensure a smooth transition between old and new regulations, to improve supporting mechanisms and methods, to enhance the systematic, holistic, coordinated, and timely nature of government legislation, and to continuously improve the quality of administrative regulations.

On January 16th, KunCai Technology announced that the company and relevant responsible persons recently received a "Decision on Taking Corrective Measures Against Fujian KunCai Materials Technology Co., Ltd. and Issuing Warning Letters to Xie Bingkun and Fang Fei" issued by the Fujian Regulatory Bureau of the China Securities Regulatory Commission. The reasons for the discrepancies are as follows: In 2024, the company delayed the transfer of some buildings, machinery, and equipment to fixed assets and under-accrued depreciation, which did not comply with Articles 9 and 14 of the "Accounting Standard for Business Enterprises No. 4—Fixed Assets"; In 2024, the company's inventory impairment provision for some models of pearlescent products was inaccurate, which did not comply with Article 15 of the "Accounting Standard for Business Enterprises No. 1—Inventories". These two matters resulted in inaccurate disclosure of relevant financial data in the company's 2024 annual report.

On January 16, Xiaomi repurchased 5.9 million Class B shares for HK$219.1 million.

January 16th - Pansen Macro analyst Claus Vistesen stated that January inflation data from Germany and the Eurozone may increase market bets on a European Central Bank rate cut. Data released Friday showed that Germany's annual inflation rate fell to 1.8% in December from 2.3% in November, as energy prices declined due to a one-off tariff reduction, laying the foundation for continued inflation declines into 2026. Core inflation is also expected to fall, although food and alcohol inflation are expected to rebound due to last year's benchmark effect. Pansen Macro expects Germany's January inflation rate to fall to 1.5%.

On January 16th, in response to the current economic and financial situation, the People's Bank of China (PBOC) opened its policy toolbox, announcing eight structural monetary policy measures and revealing that there is still "some room" for reserve requirement ratio (RRR) and interest rate cuts this year. The market is paying close attention to the subsequent policy direction. Regarding the timing of these policies, Wen Bin, chief economist of China Minsheng Bank, believes that the possibility of an interest rate cut in the short term is reduced due to concerns about preventing further overheating of asset prices such as the stock market. Currently, the PBOC has many tools available for monetary policy, and its outright reverse repurchase operations have proven effective, all of which reduce the probability of a short-term RRR cut. The macro research team at Orient Securities believes that the PBOC is committed to building a scientific and sound monetary policy system and will adhere to avoiding excessive monetary easing to prevent future risks such as high inflation and high debt. The current focus of monetary policy is to effectively utilize various structural monetary policy tools, targeting specific areas precisely to continuously promote the transformation of old and new growth drivers. Therefore, the possibility of a significant interest rate cut or large-scale quantitative easing this year can be largely ruled out.

On January 16th, Morgan Stanley expressed optimism about the share price of Dutch semiconductor equipment manufacturer ASML. Analysts at the bank stated that in the most optimistic scenario, as chipmakers increase spending to meet soaring demand from artificial intelligence, the stock could rise by 70%, potentially reaching €2,000. Morgan Stanley's bullish outlook on ASML is further fueled by TSMC's earnings report demonstrating that the AI spending boom has not slowed. ASML's share price has already risen 25% year-to-date by 2026, and its market capitalization surpassed $500 billion this week, making it the third European company to reach this milestone.

On January 16th, Barclays Bank predicted that the Bank of Japan (BOJ) will hold its interest rates steady next week and adhere to its existing forward guidance without making significant adjustments. Barclays noted that given the extremely low real interest rates, the BOJ should "continue to reiterate its willingness to raise interest rates further, based on improvements in economic activity and prices." Furthermore, they pointed out that the sell-off of the yen will also be a factor in the central bank's decision.

Bank of America: Upgrades European insurance sector rating to equal.

On January 16, the Sixth China-ASEAN Digital Ministerial Meeting adopted the "China-ASEAN Digital Cooperation Plan 2026," which specifies the establishment of the China-ASEAN Digital Academy and the China-ASEAN Artificial Intelligence Industry Innovation Center within the year, and the commencement of exchanges and cooperation in areas such as digital and information and communication infrastructure, open source, and digital security. The meeting also adopted the "China-ASEAN Action Plan for Building a Sustainable and Inclusive Digital Ecosystem (2026-2030)," outlining strengthened cooperation between the two sides over the next five years in policy exchanges and strategic alignment, digital infrastructure construction, and the innovative application of emerging digital technologies.