Core Viewpoint - The launch of the Dacheng CSI Battery Theme ETF is set for January 21, 2026, with a total trading share of 442 million, indicating a growing interest in sector-specific ETFs in the market [1] Group 1: ETF Launch Details - The Dacheng CSI Battery Theme ETF will officially launch on January 21, 2026, with a total trading share of 442 million [1] - The fund's establishment date is January 13, 2026, and as of January 14, 2026, the asset allocation is 77.96% in bank deposits and settlement reserves, and 22.01% in stock investments [1] - The fund is currently in its accumulation phase [1] Group 2: Recent ETF Trends - In January, 18 stock ETFs have announced their launch, with an average position of only 23.27% [1] - The highest position among these ETFs is the Penghua CSI General Aviation Theme ETF at 65.79%, followed by the Xingquan CSI 300 Quality ETF at 62.01% [1] - The lowest positions are seen in the Penghua CSI All-Index Food ETF at 0.40% and the E Fund CSI Hong Kong Stock Connect Medical Theme ETF at 4.78% [1] Group 3: Institutional Investor Participation - Among the recently launched ETFs, the average share held by institutional investors is 10.08% [2] - The ETFs with the highest institutional ownership include the Ping An Hang Seng China Central Enterprise Dividend ETF at 25.59% and the Penghua CSI General Aviation Theme ETF at 21.34% [2] - The Dacheng CSI Battery Theme ETF has a relatively low institutional ownership at 3.16% [2]

截至午间收盘，沪指跌0.22%报4103.45点，深证成指跌0.1%，创业板指微跌，科创50指数涨0.48%，沪 深北三市合计成交约2.01万亿元。 16日早盘，三大股指震荡回落，科创50指数相对强势，A股市场超3300股飘绿，半日成交超2万亿元。 盘面上看，传媒、石油、保险、煤炭、医药、银行等板块走低，汽车、半导体板块强势拉升，特高压、 存储芯片、人形机器人概念等活跃。 东莞证券认为，当前沪指在4100点附近形成技术性支撑，若不跌破该点位，后市仍有反复新高的可能。 近期美元指数呈现反弹态势，然而人民币汇率依然保持稳健，整体汇率环境为A股提供了相对有利的支 撑。当前通胀水平温和回升，经济复苏的内生动能逐步修复，宏观基本面向好，有助于A股市场延续结 构性慢牛格局。从情绪层面观察，跨年行情仍有望持续展开，但短期内A股市场波动或有所加剧，投资 者宜保持谨慎乐观，着重在震荡中布局产业趋势明确、业绩具备韧性的结构性机会。 （文章来源：证券时报网） ...

| 社会服务 | | | | 外服控股 | | | --- | --- | --- | --- | --- | --- | | 国防军工 | -1.80 | 730.52 | -22.40 | 海格通信 | -10.02 | | 计算机 | -2.17 | 1417.00 | -18.96 | 美登科技 | -13.09 | | 传媒 | -4.92 | 618.29 | -30.43 | 流金科技 | -12.71 | （文章来源：证券时报网） 今日各行业表现（截至上午10:27） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 有色金属 | 1.46 | 940.14 | -14.07 | 锌业股份 | 8.70 | | 电子 | 1.39 | 2624.60 | 39.58 | 派瑞股份 | 15.14 | | 建筑装饰 | 1.37 | 281.62 | 31.22 | 中国电建 | 10.07 | | 电力设备 | 1.30 | 1709.83 | 13.8 ...

人民财讯1月16日电，1月16日，由第一创业（002797）联合国家金融与发展实验室主办、深圳市第一创 业债券研究院承办的"2026债券市场年度论坛"在北京举办。中信建投（601066）固定收益首席分析师曾 羽在展望2026年利率趋势时认为，预计长期利率仍是底部宽幅震荡。如果房价在今明两年企稳，则宏观 经济有望自发性回暖，叠加"反内卷"持续推进，利率中枢有缓慢回升趋势。她认为，在震荡为主与收益 率中枢缓慢上行市场，不建议单边押注久期策略，建议以票息策略为主，即以短久期信用债为底仓，同 时通过杠杆策略适度套息，辅以更加灵活的长端波动操作增厚收益，并积极布局"固收+"。 ...

人民财讯1月16日电，1月16日，由第一创业（002797）联合国家金融与发展实验室主办、深圳市第一创 业债券研究院承办的"2026债券市场年度论坛"在北京举办。招商基金首席投资官李刚认为，在金融脱媒 与利率市场化的驱动下，国内债券市场实现了快速发展。截至2025年9月30日，债市总存量超190万亿 元，沪深股市超100万亿元。从经济总量占比看，中国债券市值接近名义GDP的130%，股票市值占比近 80%。对比来看，近年来美国债券市值占GDP比重持续超150%，股票市值占比持续超200%。中国债市 与股市在规模深度上仍有显著提升空间，未来发展潜力较大。此外，李刚表示，我国过去两轮低利率时 期，公募债基快速布局"固收+"赛道，通过多资产投资追求增厚收益，实现产品迅速扩容；2025年债市 震荡和股市上涨的背景下，"固收+"规模再次迎来明显增长，截至三季度末，"固收+"基金(含一级、二 级债基及偏债混基金)规模同比增速39.5%。 ...

转自：证券时报 人民财讯1月16日电，1月16日，由第一创业联合国家金融与发展实验室主办、深圳市第一创业债券研究 院承办的"2026债券市场年度论坛"在北京举办。摩根士丹利中国首席经济学家邢自强表示，预计2026年 —2027年财政扩张将更加温和，其认为政策在2026年仍将以供给侧为主，随后在2027年逐步向消费侧倾 斜。 ...

融资融券数据显示，该股最新（1月15日）两融余额为11.04亿元，其中，融资余额为10.93亿元，较上一 个交易日增加1913.70万元，增幅为1.78%；融券余额为1157.83万元，较上一个交易日增加537.94万元， 增幅为86.78%。近10日两融余额合计增加1.67亿元，增幅为17.80%，其间融资余额增长18.01%，融券余 额增长0.95%。 从机构评级来看，近一个月该股获2家机构买入评级。1月7日浙商证券发布的研报给予公司增持评级。 12月30日中邮证券发布的研报给予公司买入评级。 （文章来源：证券时报网） 1月16日盘中科创板股天岳先进涨停，截至11:26，股价报111.19元，成交20.55亿元，换手率4.55%，振 幅16.07%。 科创板个股中，截至发稿上涨的共有351只，涨幅在10%以上的共有9只，涨幅较高的有美埃科技、天岳 先进、西高院等，分别上涨20.00%、20.00%、18.93%，下跌的有243只，跌幅较大的有光云科技、友车 科技、纳微科技，分别下跌9.03%、8.71%、8.09%。 资金面上，天岳先进上一交易日主力资金净流入1483.73万元，近5日净流出7326.76 ...

Core Viewpoint - Chenguang Jingjie (Sichuan) Technology Co., Ltd. has been established with a registered capital of 1.337 billion yuan, focusing on optical instrument manufacturing and electronic components [1] Company Summary - The legal representative of the newly established company is Zhao Mingji [1] - The company’s business scope includes manufacturing and wholesale of optical instruments and electronic components, as well as research and development of electronic materials [1] - The ownership structure reveals that the company is jointly held by Sichuan Tianfu Rongguang Technology Co., Ltd. and the Chinese Academy of Sciences Institute of Optoelectronic Technology [1]

Core Insights - Guizhou Bank's Qiandongnan Branch is focusing on providing specialized financial services to support the development of the glass industry in Kaili City, which is rich in quartz sand resources and has a significant share of the province's glass production capacity [1][3]. Financial Support for Key Enterprises - Qianbo Yongtai, a leading enterprise in the glass industry, is planning to build the province's first 1250 tons/day photovoltaic glass production line, requiring over 1 billion yuan in investment. The bank has provided 372 million yuan in loans to support this project, ensuring its successful construction and operation [2][3]. - Kairong Glass, a well-established local manufacturer, faced financial pressure due to the need for a significant investment in upgrading production lines to meet environmental regulations. The bank responded by providing a 19.5 million yuan working capital loan, enabling the company to complete its production line transformation [5][6]. Technological and Market Expansion - Guizhou Haisheng Glass, funded by Hebei Haisheng Industrial Group, is focusing on the research and production of ultra-thin float glass, with an expected annual output value exceeding 5 billion yuan upon completion of all production lines. The bank has provided 50 million yuan in credit support to meet the company's funding needs for research and equipment upgrades [6][7]. Industry Chain Development - The bank has extended its financial services beyond individual enterprises to the entire glass industry chain, providing 199 million yuan in credit support to over 20 related companies. This initiative aims to address the financial needs of upstream suppliers and downstream sales companies, promoting collaborative development within the glass industry cluster [7]. - The bank is committed to continuing its support for the local glass industry, focusing on high-end, green, and clustered development through a variety of financial products and efficient services [7].

转自：证券时报 人民财讯1月16日电，1月16日，由第一创业联合国家金融与发展实验室主办、深圳市第一创业债券研究 院承办的"2026债券市场年度论坛"在北京举办。国家金融与发展实验室主任张晓晶在分析中国债务风险 时表示，结合资产角度看，中国债务风险总体可控。其主要基于三个理由，一是地方政府持有大量在A 股上市的优质国企股权，是缓解地方财政问题的重要支持；二是通过稀释股权或出让部分股权引入战略 投资者，可直接获得大量现金流用于偿还债务和新投资；三是存量资产证券化（REITs）的推进。他明 确表示，经验研究表明，不存在统一的债务占GDP比例能够预测危机。 ...