关于2026年春节休市安排的公告 2月5日，沪深北交易所均公布了2026年春节休市安排：2月15日（星期日）至2月23日（星期一）休市， 2月24日（星期二）起照常开市。另外，2月14日（星期六）、2月28日（星期六）为周末休市。 具体来看： 根据《关于上海证券交易所2026年部分节假日休市安排的通知》（上证公告〔2025〕45号），上海证券 交易所现将2026年春节休市安排通知如下。 一、休市安排：2月15日（星期日）至2月23日（星期一）休市，2月24日（星期二）起照常开市。另 外，2月14日（星期六）、2月28日（星期六）为周末休市。 二、有关清算事宜将根据中国证券登记结算有限责任公司的安排进行。 关于2026年春节期间深港通下的港股通 交易日安排的通知 一、休市安排 2月15日（星期日）至2月23日（星期一）休市，2月14日（星期六）、2月28日（星期六）为周末休市。 2月24日（星期二）起照常开市。 二、为保证节后交易正常进行，本所定于2026年2月23日（星期一）9:15至12:00进行交易系统联调测 试。 三、有关清算事宜，根据中国证券登记结算有限责任公司的安排进行。 来源：沪深北交易所官网 （ ...

畜牧业是农业的重要组成部分。2026年中央一号文件提出，"强化生猪产能综合调控""培育具有国际竞 争力的农业企业"等，旨在推动畜牧业实现供求平衡与健康发展。 作为国内生猪养殖龙头企业，牧原股份积极响应国家生猪产能调控政策，2025年已超额完成330万头母 猪调减目标，截至2025年底存栏母猪323.2万头，较2025年初减少38.9万头。2026年1月底进一步调减到 313万头。生猪出栏体重从2025年5月的129公斤/头，降至2026年1月的117公斤/头，实现头均产肉量减 少。 针对2026年中央一号文件提出的"积极促进农民稳定增收"，牧原股份相关负责人表示，公司多年来一直 通过多种路径促进农民增收，助力乡村振兴。在牧原的赋能培养体系下，有7万余人从农民成长为"养猪 工程师"，平均年收入在13万元以上，其中还有7000名曾经的养猪户通过加入牧原实现了稳定就业与收 入提升。另外，牧原通过向中小养殖户提供优质种仔猪及专业技术服务，带动超1万名养殖户专业化生 产，未来也会向养殖户共享养猪大模型。 数据显示，牧原股份积极推广"猪养田、田养猪"循环农业模式，2025年，通过种养循环模式服务农田 492万亩，帮助农户 ...

Wind数据显示，今年以来，华明装备累计获得59家外资机构调研，在所有公司中位列第一；影石创新 和汇川技术分别以58家和53家的调研家数位居第二、第三。此外，奥普特、怡合达、安集科技、华润 微、思特威等公司也吸引了超过20家外资机构前来调研。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2026年开年以来，外资机构继续积极调研A股上市公司。Wind数据显示，截至2月4日，外资机构年初以 来合计调研A股上市公司逾500次。其中，被称为华尔街"最疯狂的赚钱机器"的Point72资产管理公司、 摩根资产管理、贝莱德、高盛、摩根士丹利、美银证券等知名对冲基金、资管公司和国际投行均出现在 调研名单上。从调研标的来看，华明装备、影石创新和汇川技术位于外资调研榜前三位。 外资调研动向往往被视为市场的"风向标"。Wind数据显示，2026年以来截至2月4日，外资机构合计调 研A股上市公司503次。其中，摩根资产管理调研15次，排名首位。在调研名单中，还出现了Point72资 产管理公司、贝莱德、高盛、摩根士丹利、美银证券等外资巨头。 | 序号 | | | | | | --- | --- | -- ...

Core Insights - The China Photovoltaic Industry Association held a seminar on February 5, discussing the development roadmap for the photovoltaic industry from 2025 to 2026, predicting a decline in new installed capacity in 2026 compared to 2025 [1][9] Group 1: Industry Forecast - The new installed photovoltaic capacity in China for 2026 is expected to be between 180GW and 240GW, a decrease from 315.07GW in 2025 [1][9] - The global new installed capacity for 2026 is projected to be between 500GW and 667GW, down from 580GW in 2025 [11] - From 2027 onwards, both the Chinese and global markets are expected to return to an upward trend, with China's capacity reaching between 270GW and 320GW by 2030 [1][9][11] Group 2: Key Initiatives by the Ministry of Industry and Information Technology - The Ministry of Industry and Information Technology will focus on four key areas in 2026, with a primary emphasis on addressing industry internal competition [5][6] - The ministry aims to enhance standards and quality supervision, implementing mandatory national standards to curb issues like false power ratings and quality control violations [5][6] - Innovation-driven development will be prioritized, supporting a collaborative innovation system among industry, academia, and research to advance next-generation technologies [5][6] Group 3: Market Dynamics and Strategic Shifts - The industry is expected to shift from a focus on scale and price competition to value competition, driven by new policies and market conditions [11][12] - Companies are encouraged to explore new growth avenues, such as developing technology barriers and expanding into new photovoltaic applications like energy storage and hydrogen energy [12] - The international market is experiencing varied trends, with stable growth in Europe, a downward adjustment in the U.S. due to policy uncertainties, and rapid growth in India and emerging markets [11]

| < V | | | 证券 | | ع | () | | --- | --- | --- | --- | --- | --- | --- | | | | 155533.54 0.93% | | | | | | 分时 | 五日 | 日K | 周K | 目 K | | 更多,◎ | | 成份股 | | | 股吧 | | 资讯 | | | 名称 | | 最新 | | 涨幅 ↓ | | 涨跌 | | 华林证券 | | 20.75 | | 10.02% | | 1.89 | | 002945 融 | | | | | | | | 花露股份 | | 17.94 | | 5.41% | | 0.92 | | 600621 融 | | | | | | | | 国盛证券 | | 17.12 | | 3.26% | | 0.54 | | 002670 融 | | | | | | | | 中信建投 | | 24.72 | | 1.60% | | 0.39 | | 601066 融 | | | | | | | | 兴业证券 | | 6.93 | | 1.32% | | 0.09 | | 601377 融 | | | | | | | ...

| < V | 黄金/美元 | | | CG Q | | | | --- | --- | --- | --- | --- | --- | --- | | XAU | | | | | | | | 4854.53 今开 4980.34 最高 5023.81 最低 4790.01 | | | | | | | | -- 特色 -2 21%-10978 芯于 | | | 日増 | | | | | 结算 । 昨结 4964.31 | | | | | 重容 | | | 分时 五日 HK | | 周Ｋ 月Ｋ 更多,◎ | | | | | | 5138.61 | | | 3.51% 卖1 4856.09 | | | 0 | | | | | 买1 4852.97 | | | 0 | | | | | 时 价 | | ਜਾ | | | | | | 11:10 4853.11 11:10 4852.57J | | | 0 O | | | | | 11:10 4855.11个 | | | O | | | | | 11:10 4855.01↑ | | | O | | | | | 11:10 4855.03 ↓ | | | O | | 49 ...

Core Viewpoint - The FCC has accepted SpaceX's application for a satellite system aimed at creating an orbital data center, which is seen as a significant step towards advanced AI capabilities and a potential transition to a Type II Kardashev civilization [1][6]. Group 1: Application Details - SpaceX submitted the satellite application on January 30, proposing a satellite constellation with unprecedented computational power to support advanced AI models and related applications [6]. - The proposed satellite system could include up to 1 million satellites, forming a network around the Earth [6]. - The FCC's swift acceptance of the application, taking only a few days, surprised many, as such decisions typically take weeks or months [6]. Group 2: Technical Specifications - The satellite system is designed to handle explosive data growth from AI, machine learning, and edge computing, providing the necessary computational power for large-scale AI inference and data center applications for billions of users globally [9]. - Satellites will operate within a narrow orbital shell not exceeding 50 kilometers in width, at altitudes between 500 kilometers and 2000 kilometers, on a sun-synchronous orbit with a 30-degree inclination [9]. - The system will utilize nearly constant solar energy, significantly reducing operational and maintenance costs while minimizing environmental impacts compared to traditional ground data centers [9]. Group 3: Connectivity and Integration - The satellite system will rely heavily on high-bandwidth optical link communications and will be integrated with the existing Starlink satellite internet system to transmit data to ground stations [9]. Group 4: Industry Concerns - There are concerns regarding the feasibility of the plan, particularly regarding space debris and atmospheric pollution, given that SpaceX's existing Starlink constellation has already launched over 10,000 satellites [10].

Group 1 - The short drama gaming sector is active in the morning session, with Hengdian Film and Television (603103) achieving "5 boards in 6 days," and stocks like Yaowang Technology and Zhejiang Wenyi reaching the daily limit [1] - The Fujian sector saw a rapid rise, with Pingtan Development and Kuncai Technology hitting the daily limit, while Haixia Innovation surged over 12%, and stocks like Lupu Information and Xiamen Port also experienced gains [2][3] Group 2 - Notable stocks in the Fujian sector include Haixia Innovation at 13.65 (+12.81%), Pingtan Development at 11.83 (+10.05%), and Kuncai Technology at 19.46 (+10.01%) [3] - The market is closely monitoring the rotation of hot sectors to capture signals of sector movements and track the direction of main capital [4]

Core Viewpoint - In January 2026, over 90% of insurance asset management equity products achieved positive returns, with 27 products yielding over 10%, indicating a strong start for the year in this sector [1][3]. Group 1: Performance of Insurance Asset Management Products - Among 290 insurance asset management equity products, the top performer was the CITIC Prudential Asset Management's Chengyi Resource product, with a return of approximately 24.71% [1][2]. - The top 20 equity asset management products predominantly included technology growth products, such as Sunshine Asset's Innovation Growth and China Life Asset's Advanced Manufacturing Selected No. 1 [1][2]. - Major institutions like China Life Asset, Ping An Asset, and others had multiple products listed in the top 20, with China Life Asset having four products featured [1][2]. Group 2: Market Trends and Insights - The strong performance in January was attributed to market trends, particularly in the technology sector, with the ChiNext Index rising by 4.47% and the Sci-Tech 50 Index increasing by 12.29% [3]. - Analysts suggest that for insurance funds seeking long-term stable returns, short-term market fluctuations do not significantly impact their long-term strategic asset allocation [3]. - Among over 170 insurance asset management equity products established for more than three years, around 80% have positive annualized returns since inception, with 46 products exceeding 10% annualized returns [3]. Group 3: Future Investment Directions - Looking ahead to 2026, increasing equity asset allocation remains a key investment direction for insurance institutions, with a particular focus on technology growth themes [4]. - Investment strategies will prioritize sectors such as AI, semiconductors, robotics, and new energy, while also considering financial, cyclical, and consumer sectors [4]. - Advanced manufacturing and TMT strategies are expected to continue to provide excess returns, with specific attention to sectors like power equipment, energy metals, and consumer electronics [5].

2月4日，A股航空机场板块强势上涨。当强劲的春运需求遇上刚性供给约束，航司定价能力正在回归。 随着部分公司业绩端曙光已现，压抑已久的航空业，是否站在景气反转的临界点？且看机构最新研判。 近日航空机场板块走强。2月2日，2026年春运正式启动，中国民航局数据显示，春运首日民航运送旅客 超219万人次，预计整个春运客运量有望突破9500万人次，强劲数据为行业全年需求奠定了良好开局。 风险提示：油价、汇率大幅波动，宏观经济增长失速，行业供需失衡、竞争加剧，空难、恐怖袭击、战 争、疾病爆发等其他需求冲击。以上观点均来自广发证券、中信建投、兴业证券、国金证券、华源证券 近期公开的研究报告，不代表本平台立场，敬请投资者注意投资风险。 作者：聂林浩 刘禹希 机构分析，当前航空机场板块正经历从周期底部走出的关键阶段。从业绩层面看，航空公司的经营低谷 期或已过去，修复趋势明确。2025年航司业绩预告呈现出"亏损显著收敛、部分率先扭亏"的特征，南方 航空、海航控股实现扭亏为盈，其他主要航司亏损幅度也大幅收窄。尽管去年四季度传统淡季仍有压 力，但同比改善趋势延续。 另一关键催化剂，来自供给侧的刚性约束。机构普遍分析认为，受飞机制造 ...