乐凯胶片(600135)今日下跌6.68%，全天换手率19.91%，成交额13.81亿元，振幅14.72%。龙虎榜数据显 示，营业部席位合计净卖出135.98万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-7.60%上榜，营业部席位合计净卖出135.98万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.00亿元，其中，买入成交额为9917.88 万元，卖出成交额为1.01亿元，合计净卖出135.98万元。 具体来看，今日上榜营业部中，第一大买入营业部为国信证券股份有限公司浙江互联网分公司，买入金 额为2635.26万元，第一大卖出营业部为国泰海通证券股份有限公司总部，卖出金额为3078.18万元。 资金流向方面，今日该股主力资金净流出1.25亿元，其中，特大单净流出9320.39万元，大单资金净流出 3131.18万元。近5日主力资金净流入9498.84万元。 融资融券数据显示，该股最新(1月8日)两融余额为2.74亿元，其中，融资余额为2.74亿元，融券余额为 31.55万元。近5日融资余额合计增加5353.35万元，增幅为24.32%。融券余额合计增加20.48万元，增幅 185. ...

在完善保护机制方面，《"吹哨人"奖励规定》对"吹哨人"身份信息实行匿名管理，因核实情况、实施奖 励而联系"吹哨人"，需要使用"吹哨人"身份信息的，应当履行登记手续。严格规范收集处理内部知情人 员个人信息。任何单位和个人不得以暴力、胁迫、诽谤、泄露个人隐私或者其他违法手段打击报复"吹 哨人"，不得以解除、变更劳动合同或者其他方式阻拦、限制或者干扰内部知情人员提供违法线索。发 行人、上市公司、非上市公众公司、证券期货经营机构、证券期货服务机构等打击报复"吹哨人"的，按 照公司治理、内部控制存在缺陷，视情节轻重依法依规处理，合规风控、督察稽核人员参与的，依法依 规从重处理。 此外，《"吹哨人"奖励规定》加强对举报线索处理履职不力的追责问责机制建设，规定线索处理单位的 工作人员对"吹哨人"提供的重大违法行为线索，不履行职责、玩忽职守、徇私舞弊，影响查处工作的， 视情节轻重依法依规作出处分；涉嫌犯罪的，移送司法机关依法处理。 校对：彭其华 "吹哨人"，是指了解证券期货违法行为情况、掌握线索及证据，愿意为保护投资者合法权益担当责任， 主动向证监会提供证券期货违法行为线索的单位或者个人。《"吹哨人"奖励规定》体现"吹哨人" ...

Core Viewpoint - The actual controller and chairman of Mahe Co., Ltd. has been released from detention and can now resume normal duties, indicating a stabilization in company leadership and operations [1][2]. Group 1: Company Leadership - On January 9, Mahe Co., Ltd. received a notice from the Xuecheng District Supervisory Committee in Zaozhuang City, stating that the detention measures against Wang Jinping have been lifted, allowing him to fulfill his role as chairman [1][2]. - Wang Jinping was detained for nearly two months starting from November 16, 2025, during which Zhang Kaixu temporarily assumed the chairman's responsibilities [2]. Group 2: Company Performance - For the first three quarters of 2025, Mahe Co., Ltd. reported revenue of 856.7 million yuan, a year-on-year decline of 4.78%, while net profit reached 98.42 million yuan, reflecting a significant year-on-year increase of 46.87% [3][4]. - The company is focusing on a "youthful management team" strategy to enhance decision-making efficiency and market responsiveness [3]. Group 3: Business Strategy - Mahe Co., Ltd. aims to mitigate industry cycle fluctuations by expanding its business scope through its wholly-owned subsidiary, Mahe Design Institute, which offers comprehensive services from planning to EPC contracting [3]. - The company is also planning to develop international markets by collaborating with well-known automotive manufacturers, aiming to establish international business as a new profit growth point [4]. - Additionally, Mahe Co., Ltd. is actively seeking to diversify its customer base by optimizing sales strategies and focusing on high-end clients to reduce reliance on a single market [4].

近日，国务院反垄断反不正当竞争委员会办公室对外卖平台服务行业市场竞争状况开展调查、评估。 对此，证券时报记者获悉，在1月9日，三大外卖平台齐齐发声，称支持相关调查和评估。 在这一消息发出后，三大外卖平台也是齐齐发声。 美团表示，坚决拥护，将全力做好配合工作。近一段时间以来，外卖市场"拼价格、拼补贴、控流量"等 非理性竞争问题突出。美团多次呼吁行业回归理性，坚决反对"内卷式"竞争。美团将以此次调查为契 机，和行业内各平台一起，共同落实市场主体责任，公平参与市场竞争，促进外卖平台服务行业创新和 健康发展。 淘宝闪购也表示，公司欢迎并将积极配合此次行业市场竞争状况调查、评估工作，严格落实合规主体责 任，持续与商户、生态合作伙伴等各方携手，提供更多元化、更高质量的服务，共同维护好公平有序的 市场环境，合力推动外卖服务行业进一步繁荣发展。 淘宝闪购还指出，公司深知公平竞争是市场经济的核心原则，也是推动外卖平台服务行业持续创新与健 康发展的基石。我们始终坚持公平、公正、公开的原则，在商户管理、价格行为、配送员权益保障、消 费者权益保护等方面，严格遵守《反垄断法》、《反不正当竞争法》等相关法律法规，遵循《外卖平台 服务管理 ...

近日，国务院反垄断反不正当竞争委员会办公室对外卖平台服务行业市场竞争状况开展调查、评估。 对此，证券时报记者获悉，在1月9日，三大外卖平台齐齐发声，称支持相关调查和评估。 三大外卖平台齐发声 国务院反垄断反不正当竞争委员会办公室有关负责同志在答记者时表示，外卖平台服务行业作为我国平 台经济的重要组成部分，在促进消费、扩大就业、推动创新等方面发挥了重要作用。但近段时间以来， 外卖平台服务行业拼补贴、拼价格、控流量等问题突出，挤压实体经济，加剧行业"内卷式"竞争，社会 各方面反映强烈。为推动外卖平台依法合规经营、公平有序竞争，形成优质优价、良性竞争的市场秩 序，国务院反垄断反不正当竞争委员会办公室（以下简称委员会办公室）依据《中华人民共和国反垄断 法》规定，决定对外卖平台服务行业市场竞争状况开展调查、评估。 在这一消息发出后，三大外卖平台也是齐齐发声。 美团表示，坚决拥护，将全力做好配合工作。近一段时间以来，外卖市场"拼价格、拼补贴、控流量"等 非理性竞争问题突出。美团多次呼吁行业回归理性，坚决反对"内卷式"竞争。美团将以此次调查为契 机，和行业内各平台一起，共同落实市场主体责任，公平参与市场竞争，促进外卖平台服 ...

同日，北方稀土发布公告称，根据稀土精矿定价方法及2025年第四季度稀土氧化物价格，经测算并经公 司2026年第1次总经理办公会审议通过，2026年第一季度稀土精矿交易价格调整为不含税26834元/吨 （干量，REO=50%），REO每增减1%、不含税价格增减536.68元/吨。 2024年以来，稀土精矿交易价格持续上调。 商务部新闻发言人何咏前2025年12月25日在商务部例行新闻发布会上回答有关稀土磁体出口的有关提问 时说，中方积极促进、便利合规贸易。 包钢股份发布公告称，根据公司2022年年度股东大会审议通过的稀土精矿价格调整机制及计算公式，拟 将2026年第一季度稀土精矿关联交易价格调整为不含税26834元/吨（干量，REO=50%）。REO每增减 1%，不含税价格增减536.68元/吨。 此前，北方稀土将2025年第四季度稀土精矿交易价格调整为不含税26205元/吨（干量，REO=50%）， 环比上涨37%。REO（稀土氧化物）每增减1%，不含税价格相应增减524.10元/吨。 今日（1月9日），包钢股份与北方稀土双双发布公告称，上调2026年第一季度稀土精矿关联交易价格。 据了解，稀土是17种元素的 ...

Group 1: Fiscal and Financial Policies - The State Council meeting led by Premier Li Qiang announced a package of fiscal and financial policies aimed at promoting domestic demand, enhancing consumer capacity, and optimizing service supply [1][2] - The "Double Subsidy" policy, effective from 2025, will provide a 1% interest subsidy on service industry loans and personal consumption loans, with the central government covering 90% of the subsidy costs [2] - The meeting emphasized the importance of aligning fiscal and financial policies to stimulate effective demand and encourage social capital participation in consumption and investment [2] Group 2: Support for Private Investment - The meeting proposed implementing a loan subsidy policy for small and micro enterprises, establishing a special guarantee plan for private investment, and creating a risk-sharing mechanism for private enterprise bonds [3] - The bond market is highlighted for its advantages in supporting technological innovation, with risk-sharing tools ensuring the safety of bond issuance and extending the maturity of bonds [3] - The China Securities Regulatory Commission is actively supporting private enterprise bond financing, with plans to create risk-sharing tools for long-term bond financing in the "Technology Board" by 2025 [3] Group 3: Basic Public Services - The meeting discussed promoting the provision of basic public services based on residents' locations, aiming to enhance service equality and support urbanization [6][7] - Key measures include improving education policies for migrant children, expanding public rental housing, and strengthening social insurance and medical security for residents [6] - The initiative is expected to address the needs of over 130 million migrant workers living in urban areas by ensuring access to education, social insurance, and housing [6]

近日，国务院反垄断反不正当竞争委员会办公室对外卖平台服务行业市场竞争状况开展调查、评估。 对此，证券时报记者获悉，在1月9日，三大外卖平台齐齐发声，称支持相关调查和评估。 三大外卖平台齐发声 国务院反垄断反不正当竞争委员会办公室有关负责同志在答记者时表示，外卖平台服务行业作为我国平 台经济的重要组成部分，在促进消费、扩大就业、推动创新等方面发挥了重要作用。但近段时间以来， 外卖平台服务行业拼补贴、拼价格、控流量等问题突出，挤压实体经济，加剧行业"内卷式"竞争，社会 各方面反映强烈。为推动外卖平台依法合规经营、公平有序竞争，形成优质优价、良性竞争的市场秩 序，国务院反垄断反不正当竞争委员会办公室(以下简称委员会办公室)依据《中华人民共和国反垄断 法》规定，决定对外卖平台服务行业市场竞争状况开展调查、评估。 在这一消息发出后，三大外卖平台也是齐齐发声。 美团表示，坚决拥护，将全力做好配合工作。近一段时间以来，外卖市场"拼价格、拼补贴、控流量"等 非理性竞争问题突出。美团多次呼吁行业回归理性，坚决反对"内卷式"竞争。美团将以此次调查为契 机，和行业内各平台一起，共同落实市场主体责任，公平参与市场竞争，促进外卖平台服 ...

Group 1 - The Ministry of Finance and the State Taxation Administration announced the cancellation of VAT export tax rebates for photovoltaic products starting April 1, 2026, and for battery products starting January 1, 2027 [1][2] - From April 1, 2026, to December 31, 2026, the VAT export rebate rate for battery products will be reduced from 9% to 6% [2] Group 2 - The "anti-involution" trend in the photovoltaic industry has led to a recovery in industry valuations, with upstream prices returning to reasonable levels and mid-to-downstream prices showing an upward trend [4] - Investment opportunities are identified in three areas: price elasticity opportunities, new technology advancements, and the commercialization of perovskite solar cells [4] - The space photovoltaic sector is gaining attention, with plans for deploying solar energy satellites, which could significantly enhance energy supply for space applications [4][5] - The potential market size for space photovoltaics is estimated at approximately 80 billion yuan, driven by the demand for energy in satellite communication and emerging applications [6]

Core Viewpoint - The launch of Lianrui Convertible Bond marks the first new bond issuance in the convertible bond market for 2026, indicating a growing interest and expectation for future issuances in the market [1][3]. Group 1: Lianrui Convertible Bond Details - Lianrui Convertible Bond has a total issuance amount of 695 million yuan, with funds allocated for high-performance substrate materials projects and working capital [2]. - The issuer, Lianrui New Materials, is a leading company in inorganic non-metallic powder materials, benefiting from the demand for AI computing power and domestic substitution [3]. - The bond attracted 9.2173 million investors, setting a record for subscription numbers since October 2023, with a low winning rate of 0.0009% [3]. Group 2: Market Trends and Issuance - The pace of convertible bond issuance is accelerating, with 35 companies having announced plans for issuance since October 2025, totaling 37.247 billion yuan [4]. - The total planned issuance from companies that have received approval since November 2025 amounts to 10.249 billion yuan [4]. - The convertible bond market is expected to see a significant increase in issuance volume in 2026, potentially reaching 60 billion yuan if the growth rate remains consistent with 2025 [6]. Group 3: Market Supply and Demand Dynamics - Despite the increase in issuance pace, the market still faces a supply-demand imbalance, with 411 existing convertible bonds totaling 556.015 billion yuan as of January 9 [7]. - The demand for convertible bonds remains strong, driven by their attractive risk-return profile, especially in a volatile stock market [8]. - The exit of convertible bonds through forced redemption is expected to continue, with a significant number of bonds maturing in 2026, which may exacerbate the supply-demand imbalance [8].