Market Overview - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 0.45% to 26,749.51 points, the Hang Seng China Enterprises Index up by 0.51% to 9,160.81 points, and the Hang Seng Tech Index rising by 0.62% to 5,798.01 points [2]. Technology Sector - Major technology stocks mostly saw gains, with Xiaomi up nearly 3%, Alibaba rising over 2%, and both JD.com and Meituan also increasing [3]. - The commercial aerospace sector experienced significant growth, highlighted by JunDa Co., which surged over 51%, followed by Asia Pacific Satellite up over 14% and Goldwind Technology up over 10% [3][6]. Gold and Metals - Gold prices continued to rise, leading to gains in gold stocks, with Chifeng Jilong Gold Mining up over 7% and China Gold International up over 6%, reaching new highs [3]. - Non-ferrous metal stocks also saw upward movement, with Minmetals Resources increasing over 11% and Zijin Mining International up over 8% [3]. Consumer and Biotech Sectors - Consumer stocks showed signs of recovery, alongside biotechnology and photovoltaic stocks, which also experienced upward trends [4]. Commercial Aerospace Developments - The third Beijing Commercial Aerospace Industry High-Quality Development Promotion Conference was held, launching six platforms under "Beijing Rocket Street" aimed at accelerating major project construction and enhancing the commercial aerospace value chain [6]. - The "Chuan Yue Zhe No. 1" manned spacecraft was showcased, with over 20 space tourists already booked for future flights, indicating a shift in the aerospace sector from state-driven to commercially driven growth [7]. Smart Driving Sector - The smart driving sector saw strong performance, with Zhejiang Shibao rising nearly 10%, Pony.ai up over 7%, and other companies like WeRide and Youjia Innovation increasing by over 4% [8]. - Reports indicated that Tesla's Full Self-Driving (FSD) system may receive approval in China soon, aligning with its approval timeline in Europe, although Tesla's local representatives did not confirm any new developments [9].

Group 1 - The China Securities Regulatory Commission (CSRC) has imposed administrative penalties on Zhejiang Ruifengda Asset Management Co., Ltd. and related private equity institutions for serious violations of private fund laws and regulations, resulting in fines exceeding 28 million yuan and penalties for five responsible individuals totaling over 13 million yuan [1] - The actual controller of Ruifengda, Sun Wei, has been banned from the securities market for life, and the China Securities Investment Fund Industry Association has canceled the registration of the related private equity institutions [1] - The CSRC emphasizes its commitment to strictly enforce laws against illegal fundraising, misappropriation, self-financing, and other serious violations in the private fund sector, aiming to enhance accountability and protect investors' rights [1] Group 2 - The China Securities Investment Fund Industry Association announced the cancellation of the private fund manager registration for Ruifengda and four other private equity firms due to abnormal operational circumstances and failure to submit a compliant legal opinion within the specified timeframe [3] - Investors are advised to remain vigilant regarding the integrity and compliance of private fund managers and to utilize legal channels to protect their rights [3] - The association continues to uphold the principle of "supporting the excellent and limiting the inferior" to improve the integrity information recording mechanism in the private fund industry [3]

Market Overview - On January 23, the market experienced a high opening and fluctuated throughout the day, with all three major indices closing higher: Shanghai Composite Index up 0.33%, Shenzhen Component Index up 0.79%, and ChiNext Index up 0.63% [2] - A total of 3,941 stocks rose, with 121 stocks hitting the daily limit, while 1,390 stocks declined [3] ETF Activity - Several broad-based ETFs saw significant trading volumes in the afternoon, with the E Fund CSI 300 ETF exceeding 31 billion yuan in trading volume, marking a new high since its listing. Other ETFs also reported high volumes: Huatai-PB CSI 300 ETF over 30 billion yuan, and both China Asset Management and Jiashi ETFs exceeding 30 billion yuan [4] Sector Highlights - The photovoltaic sector saw a collective surge, with over 30 stocks, including Longi Green Energy and Aiko Solar, hitting the daily limit. This was influenced by comments from Tesla CEO Elon Musk at the World Economic Forum, where he supported space-based solar power and revealed plans for a solar manufacturing capacity of 100 GW annually over the next three years [5] - The commercial aerospace sector experienced a significant rise, with investors humorously commenting on the market's volatility and the consequences for those who did not believe in its potential [6] ETF Performance - Automotive Parts ETF (Product Code: 562700) tracked the CSI Automotive Parts Theme Index, with a recent five-day change of +2.22% and a P/E ratio of 34.33, maintaining a fund flow of 1.8 million shares [8] - Smart Vehicle ETF (Product Code: 159888) tracked the CSI Smart Vehicle Theme Index, with a five-day change of -0.07% and a P/E ratio of 33.95, showing a decrease in shares to 7.146 million [8] - New Energy Vehicle ETF (Product Code: 515030) tracked the CSI New Energy Vehicle Index, with a five-day change of -1.02% and a P/E ratio of 34.06, with a reduction in shares to 2.24 billion [8] - New Energy ETF (Product Code: 516850) tracked the CSI New Energy Index, with a five-day change of -0.45% and a P/E ratio of 49.40, with shares decreasing to 100 million [8]

先说整体情况。1月23日，市场全天高开震荡，三大指数集体上涨。截至收盘，沪指涨0.33%，深成指涨0.79%，创业 板指涨0.63%。 兄弟姐妹们啊，今晚周五，盘面非常热闹，一起看看发生了什么事情。 市场共3941只个股上涨，121只个股涨停，1390只个股下跌。 | 880005 张跌家数 | | | | --- | --- | --- | | 真中 涨停 | | 121 | | 涨幅 | > 7% | 276 | | 涨幅 | 5-7% | 243 | | 涨幅 | 3-5% | 511 | | 沿帽 | 0-3% | 2911 | | 跌幅 | 0-3% | 1268 | | 跌幅 | 3-5% | 83 | | 跌幅 | 5-7% | 30 | | 跌幅 > 7% | | 9 | | 其中 跌停 | | 2 | | 上涨家数 | | 3941 | | 17843 | | 1390 | | | | 143 | | 中國停留 总成交额 | | 5474 | | | | 31181.08 乙 | | 总成交量 | | 177717.4万 | | 涨家增减 | | 1204 | | 涨家增幅 | | 43.9 ...

【导读】拾贝投资投委会主席胡建平：努力在确定的市场中把握节奏，将优势转化为胜势 中国基金报记者任子青 1月21日，拾贝投资举办投资者交流会，拾贝投资投委会主席胡建平以"努力把确定的趋势转化成收 益"为题，回顾2025年的投资得失并展望未来市场机会。 胡建平认为，全球的经济格局正在或者已经发生深刻的变化，但市场定价尚不充分。物价端，PPI、CPI 均存向好趋势，统一大市场建设助力产业提质增效。出海是兼具时代机遇与历史使命的长期投资主线， 医药行业的成长才刚起步，AI领域仍是今年最大的机会所在。 在后续的投资中将始终坚守价值投资的核心逻辑，同时积极拥抱AI技术，努力在确定的市场中把握节 奏，把优势转化成胜势。 全球经济格局已发生深刻变化 市场并未充分反应 过去一年，拾贝投资在全球视野的构建上有所进步，在多空维度的布局上积极探索实践，在周期视角的 研判上不断深耕打磨，同时始终坚守价值投资的核心逻辑。在此基础上，将进一步融入AI工具与技 术，以智能化能力赋能投资决策，让专业判断与科技力量深度结合，AI可以改变投研覆盖的宽度、速 度和深度，进而改变投资的胜率和赔率分布，最后改变投资的模式。 胡建平表示，全球的经济格局正 ...

Group 1 - On January 22, A-shares showed mixed performance with major indices fluctuating, leading to a significant net outflow of 63.31 billion yuan from stock ETFs [1][2] - Industry-themed ETFs and commodity ETFs attracted substantial inflows, with net inflows of 12.04 billion yuan and 1.99 billion yuan respectively, while broad-based ETFs experienced significant outflows [2][4] - The semiconductor sector saw the most notable inflow, with a net inflow of 3.86 billion yuan, particularly driven by the Jiashi Fund's Sci-Tech Chip ETF, which had a net inflow of 0.93 billion yuan [2][3] Group 2 - The chemical sector also experienced significant inflows, with a net inflow of 2.97 billion yuan, led by Penghua Fund's chemical ETF with a net inflow of 1.36 billion yuan [2][3] - Other sectors such as electric grid equipment, non-ferrous metals, gold, and pharmaceuticals also saw notable inflows, with the Huaxia Fund's electric grid equipment ETF attracting a net inflow of 0.87 billion yuan [2][3] - In contrast, broad-based ETFs faced heavy outflows, with the CSI 300 ETF experiencing the largest outflow of 46.76 billion yuan, followed by the CSI 1000 ETF with an outflow of 16.6 billion yuan [4][5]

Group 1 - On January 22, A-shares showed mixed performance with the three major indices fluctuating, leading to a significant net outflow of 63.31 billion yuan from stock ETFs [1][3] - Industry-themed ETFs and commodity ETFs attracted substantial inflows, with net inflows of 12.04 billion yuan and 1.99 billion yuan respectively, while broad-based ETFs experienced significant outflows [3][6] - The semiconductor sector saw the most notable net inflow of 3.86 billion yuan, with the Jiashan Fund's Sci-Tech Chip ETF leading with a net inflow of 0.93 billion yuan [3][5] Group 2 - The chemical sector also experienced significant inflows, totaling 2.97 billion yuan, with Penghua Fund's Chemical ETF receiving a net inflow of 1.36 billion yuan [3][5] - Other sectors such as electric grid equipment, non-ferrous metals, gold, and pharmaceuticals also saw considerable inflows, with notable contributions from the Huaxia Fund's electric grid equipment ETF [3][5] - Over the past five days, the electric grid equipment index attracted over 7.9 billion yuan in inflows [3] Group 3 - Broad-based ETFs faced heavy outflows, totaling 76.95 billion yuan, with the CSI 300 ETF leading the outflows at 46.76 billion yuan [6][7] - The CSI 1000 ETF and the Shanghai Stock Exchange 50 ETF also saw significant outflows of 16.6 billion yuan and 5.26 billion yuan respectively [7][8] - The overall scale of broad-based ETFs decreased by 72.77 billion yuan [6]

Market Overview - As of January 23, the A-share market showed mixed results with the Shanghai Composite Index rising by 0.27% to 4133.58, the Shenzhen Component Index increasing by 0.24% to 14360.98, while the ChiNext Index fell by 0.17% to 3322.96 [1][2]. Commercial Aerospace Sector - The commercial aerospace sector experienced significant gains, with stocks such as Ruihua Tai, Feiwo Technology, and others hitting the 20% daily limit up [3][4]. - The first batch of tourists for China's commercial spacecraft has been revealed, with tickets priced at 3 million yuan, and over 20 individuals, including notable figures, have already signed up [5][7]. Photovoltaic Industry - The photovoltaic industry saw a surge, with multiple stocks reaching the 20% daily limit up, including Dongfang Risheng and Maiwei Shares [9][10]. - The demand for photovoltaic cells is expected to increase significantly due to the planned launch of 200,000 satellites, which will drive both quantity and quality improvements in solar energy technology [10]. Gold Market - Gold stocks continued to rise, with Sichuan Gold increasing by over 8% and other companies like Chifeng Gold and Zhongjin Gold also seeing gains [11][12]. - The price of gold jewelry in China has surpassed 1500 yuan per gram, with major brands exceeding 1540 yuan per gram [13].

2026年1月23日，广东省深圳市人民检察院发布公告，近日，对鼎益丰核心成员隋广义、马小秋等30人 以集资诈骗罪、非法吸收公众存款罪等罪名依法提起公诉。另外，广东省深圳市福田区人民检察院对鼎 益丰唐吉强等50人依法提起公诉。 近年来，深圳市防范和处置非法集资工作专班办公室先后四次发布《风险提示》，点名鼎益丰涉嫌非法 集资、诈骗，还对有关单位和个人进行多次警示约谈。2024年11月5日，公安机关对隋广义、马小秋等 人以涉嫌集资诈骗等犯罪依法采取刑事强制措施。 （文章来源：中国基金报） 市检察院公告称，近日经依法审查，对利用深圳市鼎益丰资产管理股份有限公司、香港鼎益丰国际控股 集团有限公司及其关联公司在深圳等地从事非法集资犯罪的被告人隋广义、马小秋等30人，根据《中华 人民共和国刑法》《中华人民共和国刑事诉讼法》等相关规定，以集资诈骗罪、非法吸收公众存款罪、 洗钱罪、职务侵占罪、偷越国（边）境罪、提供虚假证明文件罪等向广东省深圳市中级人民法院提起公 诉。 福田区人民检察院称，近日经依法审查，对利用深圳市鼎益丰资产管理股份有限公司、香港鼎益丰国际 控股集团有限公司及其关联公司在深圳等地从事非法集资犯罪的被告人唐吉强 ...

【导读】1月23日上午A股三大指数涨跌不一，商业航天、光伏集体大涨 大家好，又到周五了！一起关注上午的市场行情及资讯。 截至1月23日上午收盘，上证指数上涨0.27%，深证成指上涨0.24%，创业板指下跌0.17%。 沪深京三市半日成交额为19136亿元，较昨日放量1239亿元。全市场超3500只个股上涨。 板块题材上，光伏设备、贵金属、商业航天、医药商业、A应用等涨幅居前；保险、煤炭开采加工、半导体等跌幅居前。 商业航天集体大涨，中国飞船首批游客曝光 商业航天集体大涨，瑞华泰、飞沃科技（301232）、睿创微纳、德恩精工（300780）等20cm涨停。 消息面上，中国信息通信研究院拟于1月26日召开2026年"星算·智联"太空算力研讨会。会议将举行"算力星网"联合推进倡议暨《太空算力发展前瞻研究报 告（2026年）》启动仪式。 此外，1月22日，北京穿越者载人航天科技（000901）有限公司宣布，国内首艘商业载人飞船"穿越者壹号"计划于2028年首飞。太空船票预售单价300万 元，预付10%可锁定名额，目前已签约20余位跨领域付费游客，包括85岁中国工程院院士李立浧、啟赋资本董事长兼创始人傅哲宽、智元机器人 ...