Di Yi Cai Jing
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国常会:研究推行常住地提供基本公共服务有关工作
Di Yi Cai Jing· 2026-01-09 11:14
据央视新闻,李强主持召开国务院常务会议,研究推行常住地提供基本公共服务有关工作。 (文章来源:第一财经) ...
多晶硅期货主力合约及硅料个股大跌,行业“反内卷”到底怎样了
Di Yi Cai Jing· 2026-01-09 11:10
1月9日,多晶硅期货多个合约延续了日前的走势继续走跌。截至今日收盘,主力2605合约报51300元/ 吨,收跌8.11%。同期,国内多晶硅领军企业的股价亦大幅下挫,通威股份(600438.SH)收跌3.83%, 大全能源(688303.SH)收跌6.10%,协鑫科技(03800.HK)收跌7.02%。 此前,在光伏"反内卷"的推动下,多晶硅的产量和市场价格表现均有不俗的进展。 记者查阅中国有色金属工业协会硅业分会(下称"硅业分会")过往数据,2025年,多晶硅产量同比减少 28.4%。当前(截至2026年1月7日)硅料的现货价格较半年前(2025年6月底)的历史低位已回调超 70%。 此外,受三重因素影响,2026年伊始的多晶硅价格延续了涨势。据硅业分会7日分析,第一,硅料端开 工率持续下调,导致多晶硅单位产品综合成本上升,基于售价覆盖成本的定价机制,企业调价意愿较 强;第二,下游硅片、电池片环节价格陆续上调,提升了对硅料价格上涨的接受度;第三,组件端在现 有订单支撑下,对上游价格的传导表现出一定容忍度,支撑了采购意愿。 不过,供需失衡的基本面仍未改变,目前市场供应的收缩速度慢于需求的下滑速度。记者了解到,目 ...
天康生物:2025年12月生猪销售收入3.69亿元,同比下降30.38%
Di Yi Cai Jing· 2026-01-09 11:05
天康生物公告,2025年12月份销售生猪29.59万头,销量环比下降4.12%,同比下降6.06%;销售收入 3.69亿元,销售收入环比下降12.14%,同比下降30.38%。2025年12月份商品猪(扣除仔猪、种猪后)销 售均价10.66元/公斤,环比下降3.96%。2025年1-12月,公司累计销售生猪319.02万头,较去年同期增长 5.34%;累计销售收入45.47亿元,较去年同期下降10.69%。 (本文来自第一财经) ...
国家互联网信息办公室:截至2025年12月31日 累计有748款生成式人工智能服务完成备案
Di Yi Cai Jing· 2026-01-09 11:04
(文章来源:第一财经) 据网信中国,促进生成式人工智能服务创新发展和规范应用,网信部门会同有关部门按照《生成式人工 智能服务管理暂行办法》要求,持续开展生成式人工智能服务备案工作。2025年全年新增446款生成式 人工智能服务在国家网信办完成备案,对于通过API接口或其他方式直接调用已备案模型能力的生成式 人工智能应用或功能,由地方网信办开展登记,新增330款完成登记。截至2025年12月31日,累计有748 款生成式人工智能服务完成备案,435款生成式人工智能应用或功能完成登记。 ...
这家罕见病药企终止在华业务,已上市的罕见病药物何去何从
Di Yi Cai Jing· 2026-01-09 11:03
Core Viewpoint - The sudden termination of operations by Ruikangdi (Beijing) Pharmaceutical Co., Ltd. highlights the commercial challenges faced by rare disease pharmaceutical companies in China, particularly in terms of market awareness and patient affordability [1][3][4]. Group 1: Company Overview - Ruikangdi was established in Beijing in 2021 as a subsidiary of the Italian pharmaceutical group Recordati, focusing on introducing rare disease medications to benefit Chinese patients [1]. - The company has received approval for three rare disease drugs in China, including treatments for methylmalonic acidemia, isovaleric acidemia, propionic acidemia, and hyperammonemia due to N-acetylglutamate synthase deficiency, as well as drugs for Cushing's syndrome and acromegaly [1]. Group 2: Market Challenges - The termination of Ruikangdi's operations raises questions about the future availability of the approved rare disease drugs in China, especially since there are currently no domestic generic versions available for the drugs phospho-ozagrel and long-acting injection of palmitoyl-β-naphthyl acetate [2][3]. - The estimated number of Cushing's syndrome patients in China is between 40,000 to 50,000, but only about 3,000 patients are likely to require medication, indicating a significant gap in treatment needs [2]. - The commercial difficulties faced by rare disease pharmaceutical companies are exacerbated by low awareness of rare diseases, diagnostic challenges, and insufficient coverage by health insurance and commercial insurance [3]. Group 3: Insights from Management - The general manager of Ruikangdi, Hu Maosheng, acknowledged the significant challenges in the rare disease sector, emphasizing the limited awareness among patients and doctors, which necessitates substantial investment in medical education and market cultivation [4]. - The high costs and time-consuming nature of educating the market about rare diseases pose additional hurdles, particularly as approximately 80% of rare diseases are genetic and many patients come from economically disadvantaged families [4].
熵基科技:收到广东证监局警示函
Di Yi Cai Jing· 2026-01-09 11:00
(本文来自第一财经) 熵基科技公告,公司于近日收到广东证监局出具的《关于对熵基科技股份有限公司、车全宏、金海荣、 王友武、郭艳波采取出具警示函措施的决定》。《警示函》指出,公司存在收入确认不准确、坏账准备 计提不准确、研发费用核算不准确、存货跌价准备计提不准确以及关联交易披露不准确等违规问题。公 司及相关责任人需在30日内提交书面报告并整改。 ...
上交所2025年开出纪律处分“罚单”130余单
Di Yi Cai Jing· 2026-01-09 11:00
第一财经记者获悉,上交所严管上市公司信息披露违规,全年开出纪律处分"罚单"130余单。其中,重 拳打击财务造假恶性违规,依规对23单顶格作出公开谴责,包括6家公司触及重大违法情形被予以退 市,推动对退市锦港启动特别代表人诉讼并追究刑事责任。严肃问责"关键少数",查处控股股东、实际 控制人51人次;公开认定、暂不受理发行上市申请文件42人次,同比增加45%;追责董监高322人次。 持续加大违规惩戒力度,公开谴责占比近50%,连续两年呈增长态势。从严从快打击市场乱象,紧盯利 用重组炒作概念、收购信息披露不实、业绩承诺"有诺不践"等行为。 (文章来源:第一财经) ...
晚间公告|1月9日这些公告有看头
Di Yi Cai Jing· 2026-01-09 10:57
Group 1 - Gree Co., Ltd. plans to use no more than 6 billion yuan of idle self-owned funds for entrusted wealth management, with a validity period of one year from the date of board approval [1] - Guosheng Technology's stock will resume trading on January 12 after completing an investigation into abnormal trading, but the company expects a net loss for 2025 [2] - Dongzhu Ecology is negotiating to terminate the acquisition of control over Kairui Xingtong due to failure to reach an agreement on valuation and other commercial terms [3] Group 2 - Jiaoyun Co., Ltd. intends to swap its passenger car sales and automotive after-service assets with the cultural and tourism-related assets of its controlling shareholder, which is expected to constitute a major asset restructuring [4] - Baogang Co., Ltd. plans to adjust the related transaction price of rare earth concentrate for the first quarter of 2026 to 26,834 yuan per ton, a slight increase from the previous quarter [5] - Luzhou Laojiao proposes a cash dividend of 13.58 yuan per 10 shares, totaling approximately 2 billion yuan [6] Group 3 - Zhenlei Technology states that the commercial aerospace industry is still in its early industrialization stage, with unpredictable contributions to revenue from batch launches [7][8] - China First Heavy Industries has only undertaken a small number of projects related to "controlled nuclear fusion," and these products have not yet generated revenue [9] - Huanxu Electronics plans to invest 30 million yuan in a private equity fund focused on AI-driven new generation information technology industries [10] Group 4 - Ruina Intelligent plans to invest approximately 169.9 million yuan to build a modern intelligent high-efficiency heat pump R&D and production base [11] - Hualan Biological intends to acquire a 35% stake in Ningbo Guangfeng Capsule Co., Ltd. for 8.4647 million yuan, with plans for further acquisitions in the future [12] - Yili Media reports that its main business and business model have not undergone significant changes, and its operations are normal [13] Group 5 - Jushi Chemical received a notice of administrative penalty for inflating revenue and profits through false trading, with a proposed fine of 2.4 million yuan [14] - Haiyou New Materials has been designated as a supplier for a well-known automotive glass manufacturer to develop and supply PDLC dimming film products [15][16] - Shanda Electric signed a strategic cooperation agreement with Shandong Development New Energy Co., Ltd. to promote the technological upgrade and large-scale development of the new energy industry in Shandong Province [17] Group 6 - China Shipbuilding Defense expects a net profit increase of 149.61% to 196.88% for 2025, driven by improved ship product revenue and production efficiency [18] - Daotong Technology anticipates a net profit increase of 40.42% to 45.1% for 2025, fueled by AI-driven services [19] - Zhenhua New Materials expects a net loss of 400 million to 500 million yuan for 2025 due to declining market demand for existing products [20] Group 7 - Greenland Holdings anticipates a net loss of 16 billion to 19 billion yuan for 2025, primarily due to declining asset prices and increased financial expenses [21] - Electric Wind Power expects a net loss of 890 million to 1.09 billion yuan for 2025, attributed to intensified competition and delays in project construction [22] - Jintou City Development forecasts a net loss for 2025 [23] Group 8 - Dazhi expects a net loss for 2025 [25] - Wantong Development anticipates a net loss for 2025 [26] - Wanfu Biological projects a net profit decline of 87.71% to 91.81% for 2025 due to market price reductions and increased R&D expenses [27] Group 9 - Zhongkong Technology expects a net profit decline of 53.07% to 61.85% for 2025, driven by economic slowdown and reduced customer demand [28] - Jian Kai Technology's shareholder plans to reduce holdings by up to 3% [29] - Huati Technology's actual controller plans to reduce holdings by up to 3% [30]
多晶硅期货主力合约及硅料个股大跌,行业“反内卷”到底怎样了| 陆说能源
Di Yi Cai Jing· 2026-01-09 10:57
2025年,多晶硅产量同比减少28.4%,但受制于需求收缩,行业暂未走出供过于求的行情。 1月9日,多晶硅期货多个合约延续了日前的走势继续走跌。截至今日收盘,主力2605合约报51300元/ 吨,收跌8.11%。同期,国内多晶硅领军企业的股价亦大幅下挫,通威股份(600438.SH)收跌3.83%, 大全能源(688303.SH)收跌6.10%,协鑫科技(03800.HK)收跌7.02%。 此前,在光伏"反内卷"的推动下,多晶硅的产量和市场价格表现均有不俗的进展。 记者查阅中国有色金属工业协会硅业分会(下称"硅业分会")过往数据,2025年,多晶硅产量同比减少 28.4%。当前(截至2026年1月7日)硅料的现货价格较半年前(2025年6月底)的历史低位已回调超 70%。 此外,受三重因素影响,2026年伊始的多晶硅价格延续了涨势。据硅业分会7日分析,第一,硅料端开 工率持续下调,导致多晶硅单位产品综合成本上升,基于售价覆盖成本的定价机制,企业调价意愿较 强;第二,下游硅片、电池片环节价格陆续上调,提升了对硅料价格上涨的接受度;第三,组件端在现 有订单支撑下,对上游价格的传导表现出一定容忍度,支撑了采购意愿。 ...
中控技术:2025年净利润同比预降53.07%-61.85%
Di Yi Cai Jing· 2026-01-09 10:53
中控技术公告,公司预计2025年度归属于母公司所有者的净利润为4.26亿元到5.24亿元,同比下降 53.07%到61.85%。公司2025年业绩较上年同期下降的主要原因系:宏观经济增速放缓,下游客户需求 疲软,公司主营业务收入较去年同期下降;银行理财、利息收入同比减少以及汇兑损失同比增加所致。 公司全力投入发展工业AI业务,时间序列大模型TPT等创新业务已逐步实现规模化商业落地。 ...