人民财讯1月21日电，天华新能（300390）1月21日公告，公司正在筹划发行H股股份并在香港联交所上 市。截至公告披露日，公司正在与相关中介机构就本次H股发行上市的具体推进工作进行商讨，相关细 节尚未确定。本次发行H股并上市不会导致公司控股股东和实控人发生变化。 ...

电子行业主力资金净流入金额居首。 A股主要指数今日（1月21日 ）集体收涨，行业板块涨多跌少，贵金属、能源金属、采掘行业、电机、 半导体、小金属、电子元件等板块涨幅居前，煤炭、酿酒、商业百货、电网设备等板块跌幅居前。 从今日主力资金情况来看，沪深两市全天主力资金净流入56.08亿元。17个行业主力资金净流入，电 子、有色金属、银行、机械设备行业主力资金净流入金额分别为52.2亿元、43.76亿元、21.59亿元、 11.36亿元；非银金融、通信、计算机、交通运输等行业主力资金净流入金额均超5亿元。 14个主力资金净流出行业中，电力设备、国防军工、传媒行业主力资金净流出金额居前，分别为44.51 亿元、28.47亿元、11.42亿元； 农林牧渔、食品饮料、家用电器、商贸零售行业主力资金净流出金额均 超6亿元。 10股获主力资金净流入均超5亿元 从个股看，56股主力资金净流入均超2亿元，10股获主力资金净流入均超5亿元。 新易盛、华天科技、通富微电主力资金净流入分别为12.14亿元、10.87亿元、10.17亿元。 近日，华天科技发布购买资产的进展公告，公司拟通过发行股份及支付现金方式，收购27名交易对方合 计持 ...

人民财讯1月21日电，南方精工(002553)1月21日发布业绩预告，预计2025年净利润为3亿元—3.7亿元， 比上年同期增长1130%—1417%，扣费净利润9000万元—1.07亿元，同比下降1%—16%。报告期内，公 司持有的江苏泛亚微透科技股份有限公司等投资项目公允价值变动收益对公司税前利润的影响金额预计 为3亿元至3.2亿元之间，该收益属于非经常性损益。报告期内，伴随着销售的增长，公司的研发费用、 税金及附加和资产减值损失同比有所增加。 转自：证券时报 ...

Group 1 - The company, Baili Technology (603959), announced plans to establish a holding subsidiary in Changzhou named Changzhou Baili Powder Integration System Co., Ltd. with a registered capital of 20 million yuan [1] - The new subsidiary will focus on the development of solid-state battery material production systems and lithium battery dismantling and recycling equipment systems [1]

Core Viewpoint - The company, Feilihua, forecasts a net profit attributable to shareholders of 412 million to 472 million yuan for 2025, representing a year-on-year growth of 31.12% to 50.22% [1] Group 1: Financial Performance - The company is expected to show strong growth in performance during the reporting period [1] - The anticipated growth is primarily driven by the recovery in demand within the aerospace sector and the continuous restoration of orders [1] - The semiconductor segment is experiencing steady growth due to the ongoing improvement in industry conditions and factors such as domestic substitution [1]

| | | | 1月21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 | 10.36 | 16连板 | 优必选拟入主+机器人 | | 002156 | 通富微电 | 7.32 | 育板 | 年报预增+定增扩产+AMD链+存储封测 | | 000670 | 宮方微 | 7.30 | 2连板 | 重大资产重组+存储芯片+半导体分销 | | 000066 | 中国长城 | 6.11 | 首板 | 业绩减亏+AI服务器+商业航天+央企 | | 000880 | 潍柴重机 | 5.02 | 首板 | 数据中心+发电机组+山东国资 | | 603078 | 江化微 | 4.48 | 2连板 | 复牌+上海国资入主+芯片材料+光刻胶 | | 002185 | 华大科技 | 3.85 | 首板 | 收购华羿微电+功率器件+存储芯片+先进封装 | | 688047 | 龙芯中科 | 3.50 | 首板 | 自主CPU+商业航天 | | 00 ...

人民财讯1月21日电，工信部消息，根据《道路机动车辆生产企业及产品准入管理办法》(工业和信息化 部令第50号)、《关于修改〈新能源汽车生产企业及产品准入管理规定〉的决定》(工业和信息化部令第 54号)等相关规定，工信部修订了《道路机动车辆生产企业准入审查要求》和《道路机动车辆产品准入 审查要求》。现予公布，自2027年1月1日起施行。 ...

Core Viewpoint - The semiconductor and photovoltaic industries are experiencing dual benefits from increased policy support and accelerated technological iteration since 2026, positioning them for structural growth and new opportunities [1]. Semiconductor Industry - The national "14th Five-Year Plan" identifies the semiconductor sector as a core area for strengthening and compensating for weaknesses, with a significant fund of 350 billion yuan supporting its development [1]. - The company has over 30 years of experience in semiconductor packaging and testing, establishing a mature technology and diverse application scenarios, particularly in automotive electronics, which is a key growth driver due to the rise of electric vehicles and smart driving [2]. Photovoltaic Industry - The photovoltaic sector is entering a critical phase with the full replacement of N-type technology, where TOPCon and HJT technologies are leading the market, and the integration of energy storage and distributed scenarios is becoming a new growth engine [1]. - The company has built significant technological and market advantages in the photovoltaic silver paste sector, ranking third globally in silver paste market share and second in low-temperature silver paste shipments [2]. Company Developments - The company has successfully passed the review for its private placement, aiming to raise 887 million yuan for projects related to solar electronic paste production, small signal product packaging and testing, and an innovation research institute [4]. - The planned increase in production capacity for photovoltaic silver paste from 800 tons to 1,300 tons will align with the expansion needs of N-type battery production [4]. Global Market Strategy - To meet global market demands, the company has established semiconductor and integrated circuit packaging factories in Malaysia and Suqian, Jiangsu, ensuring flexible supply chain responses and stable deliveries [3]. - The company is optimistic about the semiconductor industry's recovery from 2026 to 2027, anticipating that the trend of domestic substitution will be unstoppable [4]. Investment Outlook - The successful implementation of the private placement is expected to drive simultaneous growth in scale and efficiency for the company in both the photovoltaic and semiconductor sectors, potentially providing new value returns for investors in the long term [5].

人民财讯1月21日电，1月21日，贵州省政府新闻办举行贵州省2025年经济运行情况新闻发布会，根据地 区生产总值统一核算结果，2025年全省地区生产总值23562.17亿元，按不变价格计算，比上年增长 4.9%。其中，第一产业增加值3023.35亿元，增长4.4%；第二产业增加值7298.24亿元，增长5.1%；第三 产业增加值13240.58亿元，增长4.9%。 ...

Core Viewpoint - The recent public dispute between Xibei's founder Jia Guolong and influencer Luo Yonghao has put the company in a precarious position, facing store closures and increasing losses, yet there remains potential for a turnaround if the company can adapt to consumer needs and undergo significant changes in its operations and brand image [1][2][3]. Company Situation - Xibei is experiencing a crisis, with projected losses exceeding 600 million yuan from September 2025 to March 2026, and plans to close 102 stores, which is 30% of its total [2]. - The company currently operates nearly 400 stores, and the founder emphasizes the urgent need to survive the current crisis [2]. - Despite the challenges, experts believe there is still an opportunity for Xibei to leverage its established supply chain and brand recognition to implement effective strategies such as price reductions and adjustments to food preparation methods [3][4]. Industry Impact - The incident has the potential to transform the pre-prepared food industry, pushing it towards a "mandatory transparency" era, with a significant increase in demand for "fresh-prepared" dishes [1][8]. - The market for fresh-prepared dishes has seen a doubling in orders, indicating a consumer preference for transparency over long-term frozen options [8][9]. - The pre-prepared food sector is expected to undergo a major restructuring, focusing on transparency, health, and quality, moving away from the previous model of long-term frozen products [9][10]. Recommendations for Xibei - Experts suggest that Xibei should focus on two main strategies to reduce losses: enhancing transparency in food preparation and optimizing operations by closing underperforming stores and controlling costs [6][7]. - The company is advised to clearly differentiate between freshly made and pre-prepared items on its menu, potentially adopting a model that allows consumers to choose between different preparation methods [7]. - There is a call for Xibei to open its central kitchen for public viewing to rebuild consumer trust and to retain core handmade dishes while using pre-prepared items as efficiency supplements [7][8]. Future Outlook - The pre-prepared food industry is projected to grow significantly, with estimates suggesting a market size of 617.3 billion yuan by 2025, reflecting a year-on-year growth of 27.3% [11]. - The industry is expected to evolve towards standardization, innovation, and integration across the entire supply chain, driven by policy support and market demand [10][11].