(本文来自第一财经) 航天晨光发布股票交易风险提示公告称，公司股票自2025年12月1日以来，累计涨幅达80.52%，股票涨 幅高于同期上证指数。但公司基本面未发生重大变化，也不存在应披露而未披露的重大信息。公司主营 业务涉及特种装备、专用车改装、柔性管件、压力容器、艺术工程等板块，主营产品广泛应用于石油化 工、水利水电、核电、环卫、能源装备等领域，公司收入结构预计短期内不会发生重大变化。 ...

当天机构净卖出前三的股票分别是昆仑万维、国博电子、再升科技，净流出金额分别是5.36亿元、4.83 亿元、3.56亿元。 | 13 Pri 12 | 机构资金参与个股 | | | --- | --- | --- | | 证券简称 | 目涨跌幅 | 机构净买入(万元) | | 山子高科 | 10.09% | 48420.27 | | 中国卫通 | 10.00% | 43729.50 | | 东信和平 | 10.00% | 42039.26 | | 华秦科技 | 12.29% | 33953.48 | | 利欧股份 | 10.05% | 30942.58 | | 星环科技 | 20.00% | 28737.24 | | 雷科防务 | 10.00% | 23498.28 | | 震有科技 | 12.06% | 23093.92 | | 税友股份 | 10.01% | 20379.79 | | 壹网壹创 | 20.00% | 20250.36 | | 中科星图 | 20.00% | 18651.58 | | 恒为科技 | 10.01% | 16748.20 | | 航天环宇 | 13.99% | 14398.76 | ...

2025年以来，中欧双方围绕电动汽车案的磋商持续进行。 1月12日，商务部在官网通报了中欧电动汽车案的最新磋商进展。 通报称，为落实中欧领导人会晤共识，妥善解决欧盟对华电动汽车案，中欧双方本着相互尊重的态度， 进行了多轮磋商。双方一致认为，有必要向对欧盟出口纯电动汽车的中国出口商，提供关于价格承诺的 通用指导，以便中国出口商可通过更加实用、有针对性且符合世贸组织规则的方式，解决相关关注。 中国机电商会认为，妥善解决欧盟对华电动汽车反补贴案，是中欧电动汽车上下游业界的普遍期待，有 助于促进中欧相关产业链供应链的安全稳定，维护中欧经贸合作大局及以规则为基础的国际贸易秩序。 中欧双方本着相互尊重和对话精神，经过多轮磋商，成功推动该案实现"软着陆"。中国机电商会感谢中 国商务部在切实维护相关产业利益方面所开展的大量工作和取得的积极成果，并将鼓励和支持涉案企业 充分利用磋商成果，以价格承诺申请方式，努力争取自身对欧出口权益，促进中欧相关产业合作健康发 展。 欧盟中国商会称，对中欧双方通过对话磋商推动电动汽车案实现"软着陆"表示高度欢迎和充分肯定。这 一重要成果积极回应了包括汽车产业在内的业界高度关切，不仅有利于推动中欧 ...

Core Viewpoint - The construction of a modern industrial system in China is a key topic amid rising external uncertainties and internal transformation pressures, focusing on efficiency, safety, and long-term competitiveness [1] Group 1: Industry Direction - The modern industrial system is composed of traditional industries, emerging industries, future industries, services, and infrastructure, rather than being solely focused on emerging sectors [2][3] - Traditional industries contribute approximately 80% of employment and value-added in China's manufacturing and related services, serving as the foundation for industrial chain competitiveness [2] - The energy sector is emphasized as a core component of the modern industrial system, particularly in the context of building a new energy power system [2] Group 2: Policy Guidance - The collaborative approach of fiscal, monetary, and industrial policies is undergoing significant changes, shifting from administrative-led support to more market-oriented methods [7] - National investment through industrial and guiding funds aims to leverage social capital and promote technological breakthroughs and industrial upgrades, focusing on long-term impacts rather than short-term returns [7] - Monetary policy is transitioning from broad easing to structural support, with the central bank utilizing capital market tools to support innovation sectors [7] Group 3: Future Industry Focus - The chemical industry is viewed positively for its global competitiveness and reasonable valuation, representing traditional industry upgrades [8] - Energy storage and hydrogen energy are identified as strategically important in the new power system and energy transition [8] - AI applications, particularly in humanoid robots and L3 autonomous driving, are entering an accelerated implementation phase, with continuous application scenarios being crucial for long-term industry growth [9]

南向资金今日净买入73.06亿港元，快手-W、腾讯控股、南方恒生科技净买入额位列前三，分别获净买 入22.45亿港元、20.12亿港元、8.58亿港元。净卖出方面，中国移动、美团-W、中国平安分别遭净卖出 10.30亿港元、4.82亿港元、3.42亿港元。 ...

潮宏基发布业绩预告，公司预计2025年归属于上市公司股东的净利润为43,571.09万元-53,253.56万元， 同比增长125%-175%。 ...

2026年美联储的降息节奏将如何影响美元？ 巴克莱使用中国外汇结算和交易数据估计，中国企业美元持有量中可能有1000亿美元的兑换资金流动。 张蒙解释说，2020年以来，出口商保留了大量美元收入，估计2023年以来出口商持有的美元金额约为 7000亿。这些美元可能不会全部兑换为人民币。巴克莱认为，中国企业将继续持有美元，但若美元对人 民币汇率继续跌至7.1~7.15区间，7000亿美元中最多有1000亿美元可能被兑换。 随着去年下半年关税担忧缓和，人民币近期涨势明显，连续下破7.2、7.15、7.1关口，并最终在去年12 月突破7.0。有多位中资行对公业务人士对第一财经提及，近几个月部分出口商客户已经大量结汇，不 过还有较多美元存款（近年来由于美元利率更高，出口商倾向于以美元存款形式保留外汇收入）。 "出口商结汇的趋势明显在9月开始加速。结汇原因在于，7.1以下是关键结汇心理关口（位于过去几年 出口商平均的购汇点位附近），临近春节等因素也推动人民币升值。"张蒙表示，全年来看，1-2月出口 商净购汇，从3月到11月则结汇1800亿美元，预计加上12月和今年1月会超2000亿美元。"一般春节前2-4 周结汇潮会停止 ...

信科移动发布异动公告，公司目前主营业务为移动通信网络设备及移动通信技术服务，未发生变化。公 司在卫星互联网领域的收入占整体营业收入的比例约为2%～3%，对公司业绩无重大影响，公司卫星互 联网业务尚处于投入期。目前我国卫星互联网产业发展仍处于初期阶段和投入阶段，卫星系统从卫星网 络资料国际申报、国际协调到卫星发射、系统建设、提供服务、应用推广需要较长周期，批量化发射组 网进展及对公司经营业绩的贡献存在不可预见性。此外，目前6G产业尚处于标准制订的初期阶段。 ...

Core Viewpoint - The recent price reduction by BMW in China, which saw a decrease of up to 301,000 yuan for 31 models, is primarily aimed at attracting customer traffic rather than significantly lowering actual transaction prices in the market [1][2]. Group 1: Price Adjustments and Market Impact - BMW's official price cuts have not substantially affected the final transaction prices, especially for popular models, as dealers maintain pricing strategies based on inventory and market dynamics [1][2]. - The BMW 3 Series, X3, and 5 Series, which are key volume models, have not been included in the price adjustments, while the X3 and 5 Series have seen slight price increases due to strong sales and tight inventory [2]. - The high-performance M series models have seen increased discounts, with the M2 model's discount rising from 60,000 yuan to 80,000 yuan [2]. Group 2: Competitive Landscape and Consumer Behavior - Other luxury brands like Mercedes-Benz and Audi are also offering significant discounts, with common reductions around 100,000 yuan for popular models [3]. - The overall car price is experiencing fluctuations, with a typical annual change of 10,000 to 20,000 yuan, and promotional strategies are often used to attract customers [3][4]. - The luxury car market is under pressure from the rising penetration of electric vehicles, which has led to a decline in sales for traditional luxury brands [5]. Group 3: Dealer Strategies and Financial Considerations - Dealers are adjusting their pricing strategies to maintain profitability, as their earnings increasingly rely on after-sales services rather than new car sales [2][5]. - The average maintenance cost for luxury vehicles exceeds 20,000 yuan annually, with profit margins reaching 60-70% [2]. - The competitive environment has intensified, with many brands implementing promotional strategies to counteract the impact of new energy vehicles on market demand [6][7].

"退税取消推高了出口成本，企业将压力转嫁至产品价格。海外买家也希望以更低价格采购产品，为规 避4月份以后成本增加，纷纷提前下单，导致本应进入检修的行业生产线全面开工。"一家光伏上市公司 业务负责人对第一财经记者说："一季度本来是需求淡季，现在因为这个（退税取消），成为小旺季。" 本应进入检修的行业生产线，正在全面开工。 政策调整是这一轮光伏需求行情的主要催化剂。财政部和国家税务总局日前宣布，自2026年4月1日起， 国内将取消光伏产品的增值税出口退税。政策转向标志着光伏行业进入"无退税补贴"阶段，也意味着出 口光伏产品的成本将有所上升，海外采购商纷纷抢在政策生效前锁定订单，推高了一季度的出口需求。 每年的一季度，对光伏产业而言本该是传统的检修季与需求淡季。然而，今年的情况却有些不同。 1月12日，深度博弈抢出口现象，直面终端需求的光伏组件迎来大涨，东方日升（300118.SZ）盘中一度 涨停，收盘涨超14%，创2023年9月以来新高，天合光能（688599.SH）涨逾8%，隆基绿能 （601012.SH）涨逾4%。 与此同时，盘面资金也对硅料联盟反垄断进行作出反应，使得光伏产业链表现分化，上游硅料环节呈现 出 ...