Group 1 - The core point of the article is that the Shenzhen Stock Exchange has taken regulatory actions against *ST Chengchang due to significant abnormal fluctuations in its stock price, leading to a temporary suspension and subsequent resumption of trading [2] - On January 16, *ST Chengchang's stock opened at a limit down but quickly rebounded to a limit up, closing at 128.98 yuan per share, marking a "地天板" (ground-to-sky board) movement, with 11 limit up days in the last 12 trading days [2] - The exchange has identified abnormal trading behaviors among some investors, resulting in self-regulatory measures such as trading suspensions [2] Group 2 - The stock price of *ST Chengchang increased by 6.14 yuan, or 5.00%, on January 16, with an average price of 119.93 yuan and a trading volume of 52 shares, amounting to a transaction value of 680,000 yuan [3] - The stock has shown a strong performance in recent trading sessions, indicating heightened investor interest and volatility [3]

（原标题：【16日资金路线图】两市主力资金净流出近240亿元 电子等行业实现净流入） 1月16日，A股市场整体下跌。截至收盘，上证指数收报4101.91点，下跌0.26%；深证成指收报14281.08 点，下跌0.18%；创业板指收报3361.02点，下跌0.2%。两市合计成交30262.32亿元，较上一交易日增加 1207.36亿元。 1. 两市主力资金净流出近240亿元 3.电子等行业实现净流入 4. 主力资金净流入居前20股 5.机构龙虎榜 6.机构最新关注个股 责编：万健祎 校对：杨立林 今日沪深两市主力资金开盘净流出106.45亿元，尾盘净流出38.37亿元，全天净流出238.85亿元。 2. 沪深300主力资金净流入超30亿元 沪深300今日主力资金净流入33.3亿元，创业板净流出199.28亿元。 ...

1月16日午后，罗永浩对该事件发文，他认为没有一家企业仅仅因为被黑就能倒闭。罗永浩称："锤子科 技做了五年，集中被黑就有足足四年。锤子科技是被我做倒闭的，后期上千名同事的团队被裁、被转 让，都是我的原因，跟被黑没什么关系。我这辈子也没有见过一个企业没犯别的错误，仅仅是因为被 黑，就能倒闭的。" 随后，西贝餐饮创始人贾国龙在微博发文称，将于今晚10点将就罗永浩对西贝的重大污蔑诽谤一一全面 回应。"在回应前，请罗永浩先就四个月来在冷冻有机西蓝花事情上欺骗全国网友（你总不能说自己是 刚知道的吧），给西贝，给无数宝妈，给全国餐饮业造成的危害，认真道歉，并赔偿相应损失。" 回溯该事件，2025年9月，西贝遭遇"预制菜风波"，贾国龙称之为自西贝成立以来最大的一次外部危 机。风波源于罗永浩的一条吐槽微博，他称和朋友吃了一顿西贝，但"几乎全都是预制菜，还那么贵"。 此后，西贝创始人、CEO贾国龙表示，西贝门店没有一道是预制菜，并在接受媒体采访时表示，一定会 起诉罗永浩，旗下餐厅还将推出"罗永浩套餐"。由此，双方你来我往的争论引发了广泛关注。 （原标题：罗永浩回应"西贝关店"！贾国龙：10点见！） 西贝将关闭全国102家门店的 ...

Market Overview - Chip stocks have seen multiple instances of end-of-day buying this week, with several stocks hitting the daily limit up multiple times [1] - The A-share market experienced a rise and fall, with the Shanghai Composite Index barely holding above 4100 points, while major blue-chip stocks faced significant pullbacks [1] - The market's trading activity was robust, with weekly trading volume reaching 17 trillion yuan [1] Fund Flows - Leverage funds continued to increase their positions despite market adjustments, with a net buy of over 91.3 billion yuan for the week, marking a five-month high [1] - The computer industry attracted over 12.3 billion yuan in net buying, while electronics and communications sectors saw net inflows of 10.3 billion yuan and over 9 billion yuan, respectively [1] - The computer sector received significant attention from major funds, with a total net inflow of over 55.8 billion yuan for the week [1] Sector Performance - The chip sector index has set historical highs in 7 out of the last 10 trading days this year, indicating strong market interest [2] - Specific stocks like *ST Chengchang and Liou Co. have shown remarkable performance, with *ST Chengchang hitting the highest price among ST stocks at 128.98 yuan per share [2] - Sub-sectors such as storage chips, advanced packaging, and third-generation semiconductors have also reached historical highs, with companies like Baiwei Storage and Huicheng Co. achieving record stock prices [4] Future Outlook - CITIC Securities anticipates a significant influx of incremental funds into the A-share market, potentially sustaining a slow bull market [2] - The first quarter is expected to see a peak in maturing fixed deposits, leading to increased capital flow from insurance and wealth management channels into the equity market [2] - The demand for storage chips is expected to surge due to AI and server capacity needs, with prices projected to rise significantly in the coming quarters [5] Investment in Power Equipment - The State Grid announced a fixed asset investment of 4 trillion yuan during the 14th Five-Year Plan, a 40% increase from the previous plan, focusing on technological innovation and new power system construction [7] - Goldman Sachs predicts that AI-driven investments in global digital infrastructure and energy systems could reach 5 trillion USD over the next decade, with power equipment being a primary beneficiary [8]

世茂能源（605028）终止筹划控制权变更。 1月16日晚间，世茂能源发布公告称，终止筹划控制权变更事项，公司股票将自2026年1月19日(下周一)开市起复牌。 世茂能源表示，停牌期间，公司控股股东世茂投资及实际控制人与交易对方就筹划控制权变更事项进行了充分沟通与论证，但双方就部分核心条款未能达 成一致意见，基于审慎决策原则，为切实维护公司全体股东及公司利益，相关交易方经慎重考虑、协商，决定终止筹划本次控制权变更事项。目前，公司 各项业务经营情况正常，终止筹划本次控制权变更事项不会对公司经营业绩和财务状况产生重大不利影响。 在本次停牌前，世茂能源股票曾连续两个交易日大涨，其中，1月8日公司股价涨停，1月9日盘中一度逼近涨停，最终收涨8.2%。 校对：杨立林 | 证券代码 | 让券同称 | 停复牌类型 | | 停牌起始日 | 停留 期间 | 停牌终止日 | 复 | | --- | --- | --- | --- | --- | --- | --- | --- | | 605028 | 世茂能源 | A BS | 复 - | | | 2026/1/16 | 2026/1/19 | 此前，世茂能源于2026年1月1 ...

1月16日，A股市场整体下跌。截至收盘，上证指数收报4101.91点，下跌0.26%；深证成指收报14281.08点，下跌 0.18%；创业板指收报3361.02点，下跌0.2%。两市合计成交30262.32亿元，较上一交易日增加1207.36亿元。 1.两市主力资金净流出近240亿元 今日沪深两市主力资金开盘净流出106.45亿元，尾盘净流出38.37亿元，全天净流出238.85亿元。 | | | 沪深两市最近五个交易日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | 尾盘净流入 | 超大单净买入 | | 2026-1-16 | -238.85 | -106. 45 | -38. 37 | -133. 83 | | 2026-1-15 | -509.20 | -225.52 | 49.73 | -265. 38 | | 2026-1-14 | -504.74 | -71.84 | -54. 14 | -90. 16 | | 2026-1-13 | -1286.54 | -530. 96 | -183. 95 | ...

Market Overview - The A-share market experienced a volatile decline, with the three major indices retreating while the Sci-Tech 50 Index rose against the trend, closing with a total trading volume exceeding 3 trillion yuan [1] - The Shanghai Composite Index fell by 0.26% to 4101.91 points, while the Shenzhen Component Index and the ChiNext Index dropped by 0.18% and 0.2%, respectively [1] Semiconductor Sector - The semiconductor sector showed strong performance, with stocks like Tianyue Advanced and Yongxi Electronics hitting the 20% daily limit up, and several others reaching historical highs [4] - A report from Counterpoint Research indicated that the global storage industry has entered a "super bull market," with prices for DRAM and NAND Flash expected to rise significantly, with projections of over 40% increases by Q1 2026 [4] Ultra-High Voltage (UHV) Sector - The UHV sector gained momentum, with companies like Electric Power Research Institute and Xihigh Institute nearing 20% limit up, driven by a significant investment announcement from the State Grid [6] - The State Grid's planned investment of 4 trillion yuan during the 14th Five-Year Plan period represents a 40% increase from the previous plan, focusing on new power systems and technology innovation [6] AI Application Sector - The AI application sector faced a downturn, with companies like BlueFocus and Kunlun Wanwei dropping over 10%, and several others hitting the daily limit down [8] - Notably, People's Daily experienced a sharp decline after a risk warning, clarifying that it does not engage in GEO business and has not found any significant media reports affecting its stock price [9][10]

今日(1月16日)，北方稀土股价收涨1.13%，报51元/股。 北方稀土（600111）发布2025年度业绩预增公告。 1月16日盘后，北方稀土发布业绩预增公告，经公司财务部门初步测算，预计2025年度实现归属于母公司所有者的净利润21.76亿元到23.56亿元，与上年同 期(法定披露数据)相比，将增加11.72亿元到13.52亿元，同比增加116.67%到134.60%。 预计2025年度实现归属于母公司所有者的扣除非经常性损益的净利润19.6亿元到21.4亿元，与上年同期(法定披露数据)相比，将增加10.59亿元到12.39亿 元，同比增加117.46%到137.43%。 校对：杨立林 ...

Core Insights - The basic pension insurance fund, as a "national team," adheres to value investment principles, showing stable investment styles over time, with a record high of 191 stocks held and a market value of 33.865 billion yuan in 2022 [1] - As of the end of Q1 2023, the pension fund was involved in 173 stocks among the top ten circulating shareholders, with a total holding market value of 33.7 billion yuan, a decrease of 1.64 million yuan compared to the previous report [1] - The electronics industry had the highest market value held by the pension fund at 4.061 billion yuan, followed by the power equipment and basic chemicals industries at 3.675 billion yuan and 3.245 billion yuan, respectively [1] Stock Holdings - The pension fund favored two stocks with holdings exceeding 1 billion yuan: ZTE Corporation at 1.465 billion yuan and Zhejiang Chint Electrics at 1.301 billion yuan [2] - ZTE Corporation is a leading 5G communication company, achieving record high revenue and net profit in 2022, while Chint Electrics is a leader in low-voltage electrical and renewable energy sectors [2] Changes in Holdings - The pension fund entered 42 new stocks and increased holdings in 41 stocks compared to the previous report, with notable new entries including Sanrenxing, Pumen Technology, and Haiyou New Materials [3] - Sanrenxing had the highest holding proportion at 2.19% of circulating shares, with a net profit growth of 134.71% year-on-year in Q1 [3] - The stock with the largest increase in holding proportion was Tuojing Technology, which saw a rise of 2.1 percentage points to 3.81% [3] Valuation Insights - A total of 27 stocks had a market value exceeding 200 million yuan and a holding proportion over 2% by the pension fund, with an average increase of 14.84% this year, outperforming the Shanghai Composite Index [4] - Among these, five stocks, including Tuojing Technology and Pumen Technology, had net profit growth exceeding 10% [4] - 15 stocks within this group had a rolling price-to-earnings ratio below 30, with Changhai Co., Ltd. having the lowest at 8.4 times, held by the pension fund for 12 reporting periods [4]

Group 1 - The core viewpoint of the article is that President Trump has postponed the decision on whether to launch a military strike against Iran, while keeping all options open amid rising uncertainties [1] - The White House Press Secretary stated that Trump is closely monitoring the situation in Iran and has communicated with Israeli Prime Minister Netanyahu, but details of their conversation remain undisclosed without Trump's explicit approval [1] - Multiple sources indicate that while military options are still on the table, there is significant uncertainty regarding the potential actions and their implications [1] Group 2 - Trump's advisory team has indicated that any large-scale military strike would require the deployment of additional U.S. military forces in the Middle East to protect American troops and allies, including Israel, from potential Iranian retaliation [1] - On the same day, the U.S. Treasury Department announced sanctions against several individuals and entities linked to Iran, including the Secretary of Iran's Supreme National Security Council, Larijani, and 18 other individuals and entities involved in Iran's oil and petrochemical exports [1] - Following the announcement of sanctions, international oil prices experienced a significant drop, with NYMEX WTI crude oil falling over 4% and ICE Brent crude oil declining nearly 4% [1]