作为中国房地产行业的标杆企业之一，万科的人事变动持续引发市场关注。 1月8日，万科A发布公告称，郁亮因到龄退休，于2026年1月8日向公司董事会提交书面辞职报告，申请 辞去公司董事、执行副总裁职务。辞去上述职务后，郁亮将不再担任公司任何职务。郁亮的辞职不会导 致公司董事会成员低于法定人数，不会影响公司董事会的正常运作和公司的日常经营。公司将尽快完成 董事的补选工作。 根据市场公开信息，郁亮在1990年加入万科。1993年，郁亮就升任了深圳市万科财务顾问有限公司总经 理，开始扮演重要角色。2001年，郁亮从王石手中接任万科总经理（总裁），标志着职业经理人制度在 万科的全面落地。 就在去年1月27日，万科传来重要人事变动，郁亮申请辞去公司董事会主席职务，继续担任公司董事并 担任执行副总裁职务。 版权声明 最近，备受关注的万科中票展期问题即将迎来关键时刻。据悉，万科两只中票债权人大会将在1月21日 同日召开，审议债券展期相关事项。此次债权人大会召开日期为1月21日，距离宽限期1月28日仅有一周 时间。如果宽限期内公司与债权人取得沟通进展，达成一致共识，或者兑付本息，该债券将会避免违约 风险。上海易居研究院副院长严跃 ...

1月8日，光伏行业流传出一份市场监管总局约谈了光伏协会、通威、协鑫、大全、新特、亚硅、东方希 望等单位的会议纪要。纪要显示，该会议就多晶硅及光伏行业近期推动的自律行动，通报有关垄断风 险、提出明确整改意见并对企业做好整改工作提出要求等。 纪要显示，会议主要内容包括： 反垄断通报有关垄断风险，主要存在于： 1、通报自2025年7月以来，市场多起举报，以行业自律为名，推动多晶硅涨价。 2、企业签订承诺函，制定行业整合方案，并在12月9日成立平台公司。平台公司根据需求决定动态调 整，实现产销平衡。上述行为名义调整产能，实际是控制产销量，根据出资比例瓜分市场，挤压下游空 间。 3、前期多次提示，要依法依规，协会未向总局反馈推进进度。 市场监管总局对上述行为提出了明确的整改意见，具体包括： 1、已经开展的行为，要求全面梳理，完成完整的情况说明，对出资协议、公司章程、股权收购协议、 备忘录、承诺函、会议纪要进行系统整理提供。 2、要求协会、企业制定整改方案: 不得约定产能、产能利用率、产销量以及销售价格； 不得通过出资比例，以任何形式进行市场划分、产量分配、利润分配； 不得当前、今后就价格、成本、产销量等信息开展沟通协调 ...

（原标题：【8日资金路线图】国防军工行业净流入逾119亿元居首 龙虎榜机构抢筹多股） 1月8日，A股市场整体涨跌互现。 截至收盘，上证指数收报4082.98点，下跌0.07%，深证成指收报13959.48点，下跌0.51%，创业板指收 报3302.31点，下跌0.82%，北证50指数上涨0.81%。 1. A股市场全天主力资金净流出374.35亿元 今日A股市场主力资金开盘净流出163.14亿元，尾盘净流出6.58亿元，A股市场全天主力资金净流出 374.35亿元。 2. 沪深300今日主力资金净流出191.54亿元 沪深300今日主力资金净流出191.54亿元，创业板净流出144.73亿元，科创板净流出10.45亿元。 3. 国防军工行业净流入119.8亿元居首 盘后龙虎榜数据显示，机构现身多股，其中航天电器等股票呈现机构资金净买入，金风科技等股票呈现 机构资金净卖出。 6.机构最新关注个股 责编：叶舒筠 校对：王蔚 5. 龙虎榜机构抢筹多股 申万一级行业中，12个行业实现资金净流入，其中国防军工行业净流入119.8亿元居首。 4.航天科技主力资金净流入9.10亿元居首 （注：此表为主力资金净流入统计，与上 ...

中国石化（600028）和中国航油将重组。 截至今日收盘，中国石化股价报6.07元/股，最新市值6898亿元。 据新华社，经报国务院批准，中国石油化工集团有限公司与中国航空油料集团有限公司实施重组。 据了解，中国航油是亚洲最大的集航空油品采购、运输、储存、检测、销售、加注于一体的航空运输服务保障企业，主营业务主要涉及航油、 石油、物流、国际和通航五大板块。中国石化是全球第一大炼油公司和我国第一大航油生产商。 | | | | Q | | --- | --- | --- | --- | | | 中国石油化工集团有限公司与中国航空油料集团有限公司实施重组 | | | | | 来源：改革局 发布时间:2026-01-08 字体:[ 大 中 小] | | | | 秦引号 | 00001854-5/2026-00002 是否有效 现行有效 | | | | 发布机构 | 国务院国资委 2026-01-08 | 发文时间 | | | 名称 | 中国石油化工集团有限公司与中国航空调研发团购物工作所口面积 | | | | 文号 | | 主题词 | | ...

Core Viewpoint - The white liquor industry is experiencing significant performance declines, with companies like Kuozi Jiao (口子窖) projecting a 50% to 60% decrease in net profit for 2025, reflecting broader market expectations of continued pressure on growth [1][2]. Industry Performance - Kuozi Jiao expects a net profit of 662 million to 828 million yuan for 2025, a substantial drop compared to the previous year [1]. - The white liquor sector is undergoing a deep adjustment, with many companies facing growth challenges and setting modest targets for 2026 [1][2]. - According to a report by招商证券, the white liquor industry's revenue, net profit, and cash collection for Q3 2025 are projected to decline by 18.4%, 22.2%, and 26.7% year-on-year, respectively [2]. Causes of Decline - Kuozi Jiao attributes its profit decline to falling demand and policy impacts, with high-end product sales significantly decreasing [2]. - The industry is experiencing structural adjustments, with a noted increase in market differentiation and channel changes [2][3]. - 国信证券 forecasts that the revenue and net profit declines will continue to widen, with profit margins under sustained pressure due to reduced consumer demand and weakened channel capabilities [3]. Strategic Responses - Major white liquor companies are actively engaging in strategic meetings to outline their annual results and plans for 2026, signaling a commitment to stabilize and innovate despite market challenges [4]. - Guizhou Moutai emphasizes a consumer-centric approach and aims to enhance market precision and service levels while maintaining stable product pricing [4]. - Wuliangye is focusing on proactive market adjustments and inventory management to navigate the complexities of the current industry landscape [4][5]. Market Adjustments - The leading companies are entering a phase of active adjustment, with Moutai and Wuliangye implementing strategies to optimize supply-demand structures and channel ecosystems [5]. - The consensus among top liquor firms is to prioritize high-quality development and align strategies with consumer needs to achieve balanced pricing and supply [5].

Core Insights - Guangzhou aims to become a strong advanced manufacturing city by 2030, achieving significant progress in modern industrial system construction and enhancing overall industrial efficiency, forming a new pattern driven by trillions, supported by hundreds of billions, and elevating to hundreds of millions [1] Group 1: Key Industrial Directions - The plan emphasizes the integration of advanced manufacturing and modern services, promoting digital and green transformation, and accelerating new industrialization [2] - It aims to cultivate 15 strategic industrial clusters and develop six emerging pillar industries, including smart connected new energy vehicles, ultra-high-definition and new displays, biomedicine and health, green petrochemicals and new materials, software and the internet, and intelligent equipment and robotics [2] - The plan also focuses on five strategic leading industries such as artificial intelligence, semiconductors and integrated circuits, new energy and new energy storage, low-altitude economy and aerospace, and biomanufacturing [2] Group 2: Automotive Manufacturing Focus - During the 14th Five-Year Plan, Guangzhou produced 2.25 million smart connected new energy vehicles, with a focus on transforming traditional car manufacturers towards smart connected new energy [3] - The plan includes developing a new generation of modular high-performance vehicle platforms and advancing key technologies in electric vehicle chassis design, energy management, and safety technology [3] - It supports the establishment of innovation platforms that integrate new energy vehicles with smart energy and intelligent transportation, and aims to accelerate the development and industrialization of smart connected new energy vehicle technologies [3] Group 3: Regional Collaboration and Development - The Guangdong-Hong Kong-Macao Greater Bay Area Development Plan emphasizes innovation-driven development and aims to enhance advanced manufacturing by cultivating world-class industrial clusters [4] - The plan includes five major projects, including the collaborative construction of world-class manufacturing clusters in the Greater Bay Area and the development of high-end electronic information manufacturing and advanced equipment manufacturing industrial belts [4] - It promotes deep cooperation between Guangzhou and Hong Kong/Macao, establishing various cooperative industrial parks and enhancing regional collaboration in advanced manufacturing [4]

以封单金额计算，锋龙股份、鲁信创投、航天电子等涨停板封单资金较多，分别有17.16亿元、8.27亿 元、7.21亿元，其中鲁信创投、航天电子为商业航天概念热门股。 从封单力度（封单量占流通A股比例）来看，锋龙股份、快意电梯、派斯林等力度较大，分别为 18.37%、12.15%、6.99%。 | | | | 1月8日涨停封单资金居前的个股 | | | --- | --- | --- | --- | --- | | 代码 | 名称 | 涨停封单额 | 涨停板 | 涨停原因 | | | | (亿元) | 情況 | | | 002931 | 锋龙股份 | 17.16 | 10连板 | 脑机接口+人形机器人+Al大模型 | | 600783 | 鲁信创投 | 8.27 | 10日8板 | 蓝箭航天IPO+人工智能基金+创投龙头+山东国资 | | 600879 | 航天电子 | 7.21 | 首板 | 商业航天+航天电子+央企 | | 002173 | 创新医疗 | 7.14 | 4连板 | 脑机接口+民营医院+博灵脑机 | | 002195 | 岩山科技 | 6.44 | 4连板 | 脑机接口+人形机器人+Al大模型 ...

1月8日，A股市场整体涨跌互现。 截至收盘，上证指数收报4082.98点，下跌0.07%，深证成指收报13959.48点，下跌0.51%，创业板指收报3302.31点，下跌0.82%，北证50指数上涨0.81%。 1.A股市场全天主力资金净流出374.35亿元 今日A股市场主力资金开盘净流出163.14亿元，尾盘净流出6.58亿元，A股市场全天主力资金净流出374.35亿元。 | | | 沪深两市近五日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 分流入金额 开盘净流入 | | 尾盘净流入 超大单净买入 | | 2026-1-8 | -374. 35 | -163.14 | -6. 58 | -144.92 | | 2026-1-7 | -471.98 | -191. 26 | 8. 31 | -213.68 | | 2026-1-6 | -176. 68 | -147.71 | 18. 05 | 33. 67 | | 2026-1-5 | -62.98 | -54. 18 | 17. 34 | 90. 80 | | 2025-12-3 ...

Group 1 - The core point of the news is that the A-share market experienced mixed performance on January 8, with significant net inflows in the defense and computer sectors, while overall market saw a net outflow of 374.35 billion yuan [1] - The defense and computer industries each saw net inflows exceeding 1.1 billion yuan, while banking, building materials, and automotive sectors had inflows over 600 million yuan [1] - The electronics sector faced the largest net outflow, totaling 14.155 billion yuan, with other sectors like telecommunications, non-ferrous metals, and power equipment also experiencing significant outflows [1] Group 2 - Ten stocks saw net inflows exceeding 500 million yuan, with Aerospace Science and Technology, Hailanxin, Hand Information, and Qian Zhao Guangdian leading with inflows of 910 million yuan, 887 million yuan, 847 million yuan, and 730 million yuan respectively [2][3] - Hailanxin's stock price surged by 20% following the release of a government initiative aimed at advancing AI in manufacturing by 2027 [2] - Hand Information submitted an application for H-shares listing on the Hong Kong Stock Exchange, indicating potential growth opportunities [2] Group 3 - The top stocks with net inflows on January 8 included Aerospace Science and Technology (9.1 billion yuan), Hailanxin (8.87 billion yuan), and Hand Information (8.47 billion yuan) [3] - Conversely, the stocks with the highest net outflows included Zhongji Xuchuang (3.90% decline, 3.227 billion yuan), Luxshare Precision (4.15% decline, 2.195 billion yuan), and Aerospace Development (0.35% increase, 1.652 billion yuan) [4] Group 4 - At the end of the trading day, the overall market saw a net outflow of 658 million yuan, with the power equipment sector experiencing net inflows exceeding 1 billion yuan [5] - Individual stocks like Jinfeng Technology and Qian Zhao Guangdian had significant net inflows exceeding 400 million yuan at the close [5][6] - The stocks with the largest net outflows at the end of the day included Zhongji Xuchuang (751.48 million yuan), New Yisheng (321.63 million yuan), and Luxshare Precision (219.82 million yuan) [7]

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1.47亿元，其中，买入成交额为9614.41 万元，卖出成交额为5130.40万元，合计净买入4484.01万元。 具体来看，今日上榜营业部中，第一大买入营业部为国泰海通证券股份有限公司成都北一环路证券营业 部，买入金额为3402.55万元，第一大卖出营业部为国泰海通证券股份有限公司杭州市心北路证券营业 部，卖出金额为2217.22万元。 资金流向方面，今日该股主力资金净流入1.13亿元，其中，特大单净流入1.39亿元，大单资金净流出 2570.97万元。近5日主力资金净流入1.87亿元。 融资融券数据显示，该股最新(1月7日)两融余额为2.45亿元，其中，融资余额为2.44亿元，融券余额为 133.06万元。近5日融资余额合计增加2518.18万元，增幅为11.50%。融券余额合计减少20.42万元，降幅 13.31%。 2025年10月31日公司发布的三季报数据显示，前三季度公司共实现营业收入57.69亿元，同比下降 3.51%，实现净利润1.49亿元，同比下降27.51%。 杭萧钢构1月8日交易公开信息 买/卖会员营业部名称买入金额(万元)卖出金 ...