Group 1 - The epoxy propylene concept increased by 5.78%, ranking first among concept sectors, with 21 stocks rising, including Meibang Technology with a 30% limit up, and China Chemical, Hongqiang Co., and Weiyuan Co. also hitting the limit up [1][2] - The leading gainers in the epoxy propylene sector included Yida Co. with an 11.96% increase, Huitong Technology with a 7.84% rise, and Yinuowei with a 7.64% increase [1][2] - The stocks with the largest declines included Shida Shenghua, Guoen Co., and Yonghe Co., which fell by 3.52%, 2.04%, and 0.39% respectively [1] Group 2 - The epoxy propylene sector saw a net inflow of 1.05 billion yuan, with 15 stocks receiving net inflows, and 6 stocks attracting over 50 million yuan in net inflows [2] - The top stock for net inflow was Hongbaoli, with a net inflow of 338 million yuan, followed by China Chemical with 262 million yuan, and Wanhua Chemical with 174 million yuan [2] - The net inflow ratios for leading stocks were Hongbaoli at 46.60%, Hongqiang Co. at 42.22%, and Weiyuan Co. at 17.98% [3]

沪指1月20日下跌0.01%，申万所属行业中，今日上涨的有20个，涨幅居前的行业为石油石化、建筑材 料，涨幅分别为1.74%、1.71%。银行行业今日上涨0.80%。跌幅居前的行业为通信、国防军工，跌幅分 别为3.23%、2.87%。 资金面上看，两市主力资金全天净流出957.23亿元，今日有11个行业主力资金净流入，银行行业主力资 金净流入规模居首，该行业今日上涨0.80%，全天净流入资金14.72亿元，其次是房地产行业，日涨幅为 1.55%，净流入资金为6.27亿元。 主力资金净流出的行业有20个，电力设备行业主力资金净流出规模居首，全天净流出资金190.54亿元， 其次是电子行业，净流出资金为183.94亿元，净流出资金较多的还有通信、国防军工、计算机等行业。 银行行业今日上涨0.80%，全天主力资金净流入14.72亿元，该行业所属的个股共42只，今日上涨的有41 只；下跌的有1只。以资金流向数据进行统计，该行业资金净流入的个股有31只，其中，净流入资金超 亿元的有7只，净流入资金居首的是招商银行，今日净流入资金2.25亿元，紧随其后的是农业银行、工 商银行，净流入资金分别为2.22亿元、2.08亿元。 ...

Group 1 - The beer concept index rose by 1.52%, ranking 8th among concept sectors, with 18 stocks increasing in value, including Hongmian Co., HeBai Group, and Jiamei Packaging reaching the daily limit [1] - Leading gainers in the beer sector included Haoxiangni, Kaimeteqi, and Aoruijin, with respective increases of 5.77%, 5.31%, and 3.76% [1] - The stocks with the largest declines were Zhuhai Zhongfu, *ST Lanhua, and Pinwo Food, which fell by 3.18%, 2.94%, and 1.94% respectively [1] Group 2 - The beer concept sector saw a net inflow of 828 million yuan, with 14 stocks receiving net inflows, and 5 stocks exceeding 50 million yuan in net inflow [2] - Kaimeteqi led the net inflow with 254 million yuan, followed by Hongmian Co., Luzhou Laojiao, and HeBai Group with net inflows of 167 million yuan, 164 million yuan, and 130 million yuan respectively [2] Group 3 - In terms of net inflow ratios, Hongmian Co., HeBai Group, and Chongqing Beer had the highest ratios at 32.90%, 15.07%, and 13.17% respectively [3] - The top stocks in the beer concept by net inflow included Kaimeteqi with a 5.31% increase and a turnover rate of 16.50%, and Hongmian Co. with a 10.13% increase and a turnover rate of 9.38% [3][4]

Group 1 - The NMN concept index rose by 1.95%, ranking fourth among concept sectors, with 16 stocks increasing in value, including Meibang Technology which hit a 30% limit up [1] - Notable gainers in the NMN sector included Hongyang Sun, Youa Shares, and Chenguang Biology, which rose by 6.54%, 3.52%, and 3.35% respectively [1] - The sector experienced a net outflow of 51 million yuan in main funds, with six stocks seeing net inflows, led by Zhongsheng Pharmaceutical with a net inflow of 93.86 million yuan [2][3] Group 2 - The main fund inflow ratios were highest for Guoyao Modern, Zhongsheng Pharmaceutical, and Hongyang Sun, with net inflow rates of 6.13%, 4.99%, and 3.77% respectively [3] - The NMN concept fund inflow rankings showed Zhongsheng Pharmaceutical at 1.80% increase with a turnover rate of 11.13%, while Hongyang Sun had a 6.54% increase with a turnover rate of 9.10% [3][4] - Stocks like Yaba Chemical and Anqi Yeast showed negative fund flow, indicating potential concerns in their performance, with Yaba Chemical at -317.96 million yuan and Anqi Yeast at -610.36 million yuan [4]

Core Viewpoint - The Guangdong Free Trade Zone concept has shown a positive performance with a 1.44% increase, ranking 9th among concept sectors, indicating a growing interest and investment in this area [1]. Group 1: Market Performance - The Guangdong Free Trade Zone concept saw 18 stocks rise, with notable performers including Hongmian Co., Yue Media, and Yaowang Technology reaching their daily limit up [1]. - The top gainers in the sector included Shiyong Zhaoye, Huanlejia, and Huafa Co., with increases of 3.20%, 3.10%, and 2.96% respectively [1]. - Conversely, stocks such as Yuegui Co., Zhongjing Electronics, and Yichang Technology experienced declines of 4.12%, 2.52%, and 1.77% respectively [1]. Group 2: Capital Flow - The Guangdong Free Trade Zone concept attracted a net inflow of 733 million yuan from main funds, with 13 stocks receiving net inflows, and 8 stocks exceeding 10 million yuan in net inflow [2]. - Yue Media led the net inflow with 337 million yuan, followed by Yaowang Technology and Hongmian Co. with net inflows of 217 million yuan and 167 million yuan respectively [2]. - The net inflow ratios for Yaowang Technology, Hongmian Co., and Yue Media were 39.87%, 32.90%, and 30.42% respectively, indicating strong investor interest in these stocks [3].

Core Viewpoint - Lianlong has inaugurated a research and production base in Johor, Malaysia, with a total investment of $300 million, focusing on the development of anti-aging materials, lubricating materials, and bio-based materials, aiming to enhance global supply chain efficiency and innovation quality [1][3][4] Group 1: Investment and Development - The total investment for the new base is $300 million, which will concentrate on research and global market applications of anti-aging materials, lubricating materials, and bio-based materials [3] - The research center and the first phase of the facility are expected to be operational by the first quarter of 2027 [3] Group 2: Strategic Partnerships and Regional Impact - The Chief Minister of Johor highlighted the region's advantages in attracting international companies, indicating that Lianlong's project could invigorate innovation in fine chemicals and green chemistry within the state [3] - Aldo Govi, CEO of the strategic partner Runyinglian, emphasized the opportunity to deepen cooperation in the lubricating oil value chain, enhancing supply chain security and efficiency in the Asia-Pacific region [3] Group 3: Company Strategy and Future Outlook - Lianlong's president articulated a development strategy focused on becoming a leading enterprise in global anti-aging materials and a key player in domestic lubricating oil additives, while exploring future opportunities in life sciences [4] - The Malaysian base represents Lianlong's first overseas integrated research and production facility, marking a significant milestone in the company's globalization strategy and a new starting point for value creation with partners [4]

1月20日，自然资源部召开例行新闻发布会，联合住房城乡建设部发布《关于进一步支持城市更新行动 若干措施的通知》（以下简称《通知》）。《通知》推出增强详细规划适应性、优化过渡期支持政策、 推进存量土地和空间的临时利用、鼓励资源资产组合供应整体运营、创新不动产登记服务、妥善处置历 史遗留问题等系列举措，着力破解城市更新中的政策堵点，进一步强化规划与土地政策融合。 针对存量土地和空间的临时利用，《通知》明确在保障安全、不影响远期规划实施前提下，各地可制定 空闲建设用地的临时利用规则并加强实施监管；制定存量建（构）筑物不增加容积率和高度情况下的临 时利用管控规则。如杭州制定了临时用地、临时改变房屋用途等管理实施细则。 围绕鼓励资源资产组合供应整体运营，《通知》提出积极开展特色资源调查和活化利用，建立健全多门 类资源资产在特定国土空间范围内的组合供应，提升资源利用综合效能。如湖南、湖北等地探索将自然 资源资产打包组合供应，提升空间价值。 对于创新不动产登记服务，《通知》明确各地可开展预编不动产单元预告登记；对老旧住房自主更新项 目，可采用直接按户首次登记；对土地带建筑一并收储供应的，探索简化申请材料。如盐城出台产权归 ...

中山公用1月20日披露，截至2026年1月10日公司股东户数为43817户，较上期（2025年12月31日）减少 4032户，环比降幅为8.43%。 公司发布的三季报数据显示，前三季公司共实现营业收入31.43亿元，同比下降7.04%，实现净利润 12.11亿元，同比增长18.11%，基本每股收益为0.8300元，加权平均净资产收益率6.90%。（数据宝） （文章来源：证券时报网） 证券时报·数据宝统计，截至发稿，中山公用收盘价为12.27元，下跌1.76%，本期筹码集中以来股价累 计上涨5.32%。具体到各交易日，5次上涨，7次下跌。 融资融券数据显示，该股最新（1月19日）两融余额为6.83亿元，其中，融资余额为6.82亿元，本期筹码 集中以来融资余额合计减少4401.27万元，降幅为6.06%。 ...

Core Viewpoint - The company Puxin (璞泰来) expects a net profit of 2.3 billion to 2.4 billion yuan for the year 2025, representing a year-on-year increase of 93.18% to 101.58% [1] Group 1: Market Trends - The global automotive market is continuing its trend towards intelligence and electrification in 2025 [1] - There is a strong growth in demand for the energy storage market [1] - The consumer electronics market is showing signs of recovery [1] Group 2: Company Performance - The company is experiencing rapid sales growth in functional materials such as PVDF, PAA, and ceramic coating materials [1] - These product sales are making a significant contribution to the company's performance increase [1] Group 3: Industry Environment - The inventory destocking cycle for new energy batteries and materials is coming to an end [1] - The overall operating environment for the industry is gradually improving [1]

Market Overview - The Shanghai Composite Index fell by 0.01% on January 20, with 20 industries experiencing gains, led by the oil and petrochemical sector and building materials, which rose by 1.74% and 1.71% respectively. The real estate sector ranked third in terms of gains [2] - The telecommunications and defense industries saw the largest declines, with drops of 3.23% and 2.87% respectively [2] Capital Flow Analysis - The net outflow of capital from the two markets reached 95.72 billion yuan, with 11 industries experiencing net inflows. The banking sector led with a net inflow of 1.47 billion yuan and a daily increase of 0.80%. The real estate sector followed with a daily increase of 1.55% and a net inflow of 627 million yuan [2] - The industries with the largest net outflows included the power equipment sector, which saw a net outflow of 19.05 billion yuan, and the electronics sector, with a net outflow of 18.39 billion yuan. Other sectors with significant outflows included telecommunications, defense, and computers [2] Real Estate Sector Performance - The real estate sector increased by 1.55%, with a total net inflow of 627 million yuan. Out of 100 stocks in this sector, 76 rose, including 5 that hit the daily limit, while 21 fell, with 3 hitting the lower limit. A total of 55 stocks experienced net inflows, with 6 stocks seeing inflows exceeding 100 million yuan [3] - The top stocks by net inflow included Hefei Urban Construction with 277 million yuan, followed by Wo Ai Wo Jia and Poly Development with inflows of 233 million yuan and 165 million yuan respectively [3] Top Gainers in Real Estate Sector | Code | Name | Daily Change (%) | Turnover Rate (%) | Main Capital Flow (10,000 yuan) | | --- | --- | --- | --- | --- | | 002208 | Hefei Urban Construction | 10.03 | 9.23 | 27662.79 | | 000560 | Wo Ai Wo Jia | 7.33 | 27.70 | 23316.23 | | 600048 | Poly Development | 4.31 | 3.51 | 16473.16 | | 600649 | Urban Investment Holdings | 10.11 | 3.58 | 12810.67 | | 600675 | China Enterprises | 10.14 | 3.22 | 12651.12 | | 000002 | Vanke A | 1.27 | 2.16 | 10971.52 | | 600266 | Urban Construction Development | 2.32 | 14.86 | 7311.35 | | 000031 | Dayue City | 10.17 | 1.54 | 6907.80 | | 000514 | Chongqing Development | 5.72 | 8.90 | 5353.57 | | 600383 | Jindi Group | 2.93 | 2.92 | 5332.09 [4] Top Losers in Real Estate Sector | Code | Name | Daily Change (%) | Turnover Rate (%) | Main Capital Flow (10,000 yuan) | | --- | --- | --- | --- | --- | | 000036 | Hualian Holdings | -9.95 | 7.38 | -21128.16 | | 600376 | Shoukai Shares | -4.72 | 5.10 | -12971.76 | | 600340 | Huaxia Happiness | -9.88 | 9.08 | -11362.09 | | 600641 | Xian Dao Ji Dian | -4.20 | 6.73 | -10618.38 | | 600895 | Zhangjiang High-Tech | -0.87 | 2.68 | -10515.38 | | 000620 | Yingxin Development | 0.56 | 15.70 | -9666.43 | | 600246 | Wantong Development | -2.20 | 5.83 | -7825.24 | | 600515 | Hainan Airport | -1.88 | 1.83 | -7275.72 | | 600658 | Electronic City | -3.90 | 3.94 | -2817.30 | | 600173 | Wolong New Energy | -5.05 | 3.51 | -2327.00 [6]