Zhong Guo Ji Jin Bao
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2026年第一大牛股,突发!
Zhong Guo Ji Jin Bao· 2026-01-21 13:00
Core Viewpoint - Zhit New Materials (300986) is considering applying for a trading suspension again due to abnormal stock price fluctuations, having already experienced a 211.27% increase in stock price from January 5 to January 21, 2026, making it the top-performing stock in A-shares for 2026 [1][2]. Group 1: Company Performance - For the year 2024, Zhit New Materials reported a revenue of 2.526 billion yuan and a net profit attributable to shareholders of 73.6951 million yuan [1]. - In the first three quarters of 2025, the company achieved a revenue of 2.023 billion yuan and a net profit of 118 million yuan [1]. - The company's main business includes the research, production, and sales of aluminum molds, protective platforms, and prefabricated components, with no changes reported in its operations [1]. Group 2: Stock Market Metrics - As of January 21, 2026, Zhit New Materials' stock price closed at 34.8 yuan per share, giving it a market capitalization of 14.3 billion yuan [3]. - The latest rolling price-to-earnings (P/E) ratio for Zhit New Materials is 108.43, while the price-to-book (P/B) ratio is 6.73, indicating significant differences compared to the industry averages of 39.14 for P/E and 3.20 for P/B [2].
官宣!新设41个口岸进境免税店!
Zhong Guo Ji Jin Bao· 2026-01-21 12:08
Core Viewpoint - The Ministry of Finance, Ministry of Commerce, Ministry of Culture and Tourism, General Administration of Customs, and State Taxation Administration jointly issued a notice to establish and adjust a number of duty-free shops at ports, significantly increasing the number of such shops in China to enhance the shopping experience for inbound travelers and support consumption growth [1]. Group 1: Establishment and Adjustment of Duty-Free Shops - A total of 41 ports, including Wuhan Tianhe International Airport, will each have one new duty-free shop established, broadening the coverage of duty-free shops in China [1]. - The notice also includes adjustments for duty-free shops with expiring contracts or those affected by changes in passenger functions at their respective ports [1]. Group 2: Purpose and Impact - The establishment and adjustment of duty-free shops aim to facilitate duty-free shopping for inbound travelers, thereby promoting healthy and orderly development of the duty-free retail business [1].
停牌前涨停!603616 重大资产重组
Zhong Guo Ji Jin Bao· 2026-01-21 12:08
Group 1 - Han Jian He Shan plans to acquire 52.51% of Liaoning Xingfu New Materials Co., Ltd. through a combination of share issuance and cash payment, which is expected to constitute a major asset restructuring [2][4] - Xingfu New Materials, a company listed on the New Third Board, announced a trading suspension starting January 21, with a stock price of 17.88 yuan per share and a total market value of 3.948 billion yuan before the suspension [2] - Han Jian He Shan's stock price increased by 10.07% to 6.23 yuan per share on January 20, with a total market value of 2.438 billion yuan [2] Group 2 - The intention agreement for the acquisition was signed on January 20 between Han Jian He Shan and the main transaction parties, including Chen Xuhui, Gao Xianghan, Guo Zhenwei, and Yingkou Fuxing Tongchuang Enterprise Management Center [3][4] - The acquisition aims to achieve control over Xingfu New Materials and consolidate its financial statements [4] - If the acquisition is completed, the current shareholders of Xingfu New Materials will no longer hold shares in the company [6] Group 3 - Xingfu New Materials focuses on the research, production, and sales of aromatic products, including PEEK intermediates and pesticide and pharmaceutical intermediates, showing better profitability compared to Han Jian He Shan [10][11] - In the first half of 2025, Xingfu New Materials reported a net profit attributable to shareholders of 20.78 million yuan, a year-on-year increase of 294.02% [11][12] - Han Jian He Shan's net profit attributable to shareholders for the same period was 6.38 million yuan, reflecting a year-on-year increase of 118.71% [14][17]
五部门官宣!新设41个口岸进境免税店
Zhong Guo Ji Jin Bao· 2026-01-21 11:45
Core Viewpoint - The Ministry of Finance, Ministry of Commerce, Ministry of Culture and Tourism, General Administration of Customs, and State Taxation Administration jointly issued a notification to establish and adjust a number of duty-free shops at ports, significantly increasing the number of such shops in China to enhance the shopping experience for inbound travelers and stimulate consumption [1]. Group 1: Establishment of New Duty-Free Shops - A total of 41 new duty-free shops will be established at various ports, including Wuhan Tianhe International Airport, which will enhance the coverage of duty-free shopping in China [1]. - The new duty-free shops will be located at major airports and ports, including but not limited to: - Wuhan Tianhe International Airport (Hubei) - Changsha Huanghua International Airport (Hunan) - Fuzhou Changle International Airport (Fujian) - Zhengzhou Xinzheng International Airport (Henan) - Ningbo Dongsha International Airport (Ningbo) [2][4][5]. Group 2: Optimization of Existing Duty-Free Shops - The notification also includes adjustments to existing duty-free shops whose operating contracts are about to expire or have already expired, as well as those located at ports where passenger functions have changed [1]. - This optimization aims to ensure that the duty-free retail business develops in a healthy and orderly manner, further facilitating inbound travelers' shopping experiences [1].
停牌前涨停!603616,重大资产重组
Zhong Guo Ji Jin Bao· 2026-01-21 11:33
Group 1 - Han Jian He Shan plans to acquire 52.51% of Liaoning Xingfu New Materials Co., Ltd. through a combination of share issuance and cash payment, which is expected to constitute a major asset restructuring [1][3] - Xingfu New Materials, a company listed on the New Third Board, announced a trading suspension starting January 21, with a stock price of 17.88 yuan per share and a total market value of 3.948 billion yuan before the suspension [1] - Han Jian He Shan's stock price increased by 10.07% to 6.23 yuan per share on January 20, with a total market value of 2.438 billion yuan [2] Group 2 - The intention agreement for the acquisition was signed on January 20 between Han Jian He Shan and the main transaction parties, including Chen Xuhui, Gao Xianghan, Guo Zhenwei, and Yingkou Fuxing Tongchuang Enterprise Management Center [3][7] - The shareholders of Xingfu New Materials, including Chen Xuhui (29.87%), Gao Xianghan (4.53%), Guo Zhenwei (7.24%), and Fuxing Tongchuang (10.87%), collectively hold 52.51% of the company [5] Group 3 - Xingfu New Materials specializes in the research, production, and sales of aromatic products, with a focus on specialty engineering plastics and intermediates for pesticides and pharmaceuticals, showing superior profitability compared to Han Jian He Shan [8] - In the first half of 2025, Xingfu New Materials reported a net profit attributable to shareholders of 20.78 million yuan, a year-on-year increase of 294.02%, and a net profit after deducting non-recurring gains and losses of 19.34 million yuan, up 304.69% [9] - Han Jian He Shan's net profit attributable to shareholders for the same period was 6.38 million yuan, reflecting a year-on-year increase of 118.71% [11]
西贝大动作,新融资来了
Zhong Guo Ji Jin Bao· 2026-01-21 11:17
| | | | 查公司 查老板 萱关系 查风险 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 都在用的商业 查询工具 国家中小企业发展子基金旗下机构 | 内蒙古西贝餐饮集团有限公司 | 8 | 天眼一下 器 应用 ▼ | | 商务合作 企业级产品 √ 四 开通会员 ▼ | | | | | 基本信息 606 | 法律诉讼 50 | 经营风险 1 | 经营信息 999+ | | 公司发展 26 | 知识产权 999+ | | 历史信息 73 ⑦ | | 变更记录 40 3 ● | | | | | | 园 数据纠错 变更项目 ~ 이 음田 | 变更时间, | | 2天眼查 | | 序号 | 变更日期 | 变更项目 | 变更前 | | | | 变更后 | | >> | | 1 | 2026-01-20 | 注册资本变更(注册资 金、资金数额等变更) | 8990.2896 | | | 10168.0175 ( + 13.1% ) | | | | | 2 | 2026-01-20 | 投资人变更(包括出 ...
黄铮霖被“双开”!
Zhong Guo Ji Jin Bao· 2026-01-21 10:40
中国基金报记者 晨曦 最新反腐通报来了! 1月21日,"廉洁上海"消息显示,上海国际机场股份有限公司原总经理黄铮霖严重违纪违法被开除党籍和公职。 【导读】上海国际机场股份有限公司原总经理黄铮霖严重违纪违法被开除党籍和公职 截至1月21日收盘,上海机场股价为31.96元/股,总市值为795.26亿元。 日前,上海市纪委监委对上海国际机场股份有限公司原总经理黄铮霖严重违纪违法问题进行了立案审查调查。 经查,黄铮霖身为国有企业党员领导干部,丧失理想信念,背弃初心使命,对党不忠诚不老实,对抗组织审查;罔顾中央八项规定精神,收受可能影响公 正执行公务的礼品、礼金,接受可能影响公正执行公务的宴请和旅游活动安排,违规出入私人会所;廉洁底线失守;违规干预和插手市场经济活动;利用 职务上的便利为他人谋取利益,非法收受他人财物;利用职务上的便利,以明显高于市场的价格向自己的亲友经营管理的单位采购商品,致使国家利益遭 受重大损失。 黄铮霖严重违反党的政治纪律、廉洁纪律、工作纪律、生活纪律,构成严重职务违法并涉嫌受贿、为亲友非法牟利犯罪,且在党的十八大后乃至二十大后 不收敛、不收手,性质严重,影响恶劣,应予严肃处理。 依据《中国共产 ...
三部门发布,利好来了!
Zhong Guo Ji Jin Bao· 2026-01-21 10:35
【导读】三部门宣布,延续实施创新企业CDR试点阶段有关税收优惠政策 1月21日,财政部、税务总局、中国证监会发布《关于延续实施创新企业境内发行存托凭证试点阶段有关税收政策的公告》。 为继续支持实施创新驱动发展战略,三部门延续实施了创新企业境内发行存托凭证(以下称创新企业CDR)试点阶段的税收优惠政策。 公告显示,优惠政策主要涉及个税、企业所得税、增值税三大税种。基金君整理要点如下: 1.个人投资者转让创新企业CDR差价所得暂免个税与增值税;持有创新企业CDR取得的股息红利所得,实施股息红利差别化个人所得税政策,在境外已缴 纳的税款可按规定予以抵免。 2.企业投资者和公募基金转让、持有创新企业CDR的差价及股息红利所得暂免企业所得税与增值税。 3.QFII、RQFII相关所得同样暂免企业所得税与增值税。 全文如下—— 关于延续实施创新企业境内发行存托凭证试点阶段有关税收政策的公告 财政部税务总局中国证监会公告2026年第8号 为继续支持实施创新驱动发展战略,现将创新企业境内发行存托凭证(以下称创新企业CDR)试点阶段涉及的有关税收政策公告如下: 一、个人所得税政策 1.自2026年1月1日至2027年12月31 ...
奥运冠军张雨霏亮相第26届瑞银大中华研讨会
Zhong Guo Ji Jin Bao· 2026-01-21 09:58
近日,奥运金牌得主、世界冠军张雨霏亮相在上海举行的第26届瑞银大中华研讨会(UBS Greater China Conference)。在一场炉边对话中,张雨霏回顾了她在高水平竞技背后多年的坚持,分享了心理素质在 赛场表现中的重要性,并探讨了如何通过持续学习和改进实现稳定发挥。 张雨霏是中国杰出的游泳运动员,主项为蝶泳。她在东京2020年奥运会上获得两枚金牌,其中包括女子 200米蝶泳金牌,并在巴黎2024年奥运会上获得多枚奖牌,进一步巩固了其在国际泳坛的领先地位。张 雨霏凭借其在国际游泳最高水平赛事中的稳定发挥和竞争实力备受泳坛认可。 张雨霏此次参与的瑞银大中华研讨会已连续举办26届,致力于为客户提供对中国经济与市场发展的前瞻 洞见。本届研讨会以"新前沿:识变局, 谋增长"为主题,汇聚了超过3,600名与会嘉宾以及300多家中国 领先企业代表, 围绕市场趋势、行业发展和长期机遇展开深入交流。 瑞银集团首席执行官安思杰(Sergio P. Ermotti )与奥运金牌得主、世界冠军张雨霏在上海举办的第26 届瑞银大中华研讨会上合影。 借助张雨霏出席研讨会的契机,瑞银邀请了来自慈善合作伙伴的约200名学生与张雨 ...
多只资源类基金,翻倍!
Zhong Guo Ji Jin Bao· 2026-01-21 09:45
Core Viewpoint - The resource sector has seen significant growth, with many resource-related funds doubling their net value over the past year, driven by strong performance in the non-ferrous metals sector and rising prices of gold and silver [1][2]. Group 1: Market Performance - The Shenyin Wanguo non-ferrous metals sector index surged by 89.38% in 2025, leading the A-share market [1]. - As of January 19, 2026, the number of public funds with a unit net value growth rate exceeding 100% reached 176, with 124 being actively managed equity funds [3]. - Among the doubling funds, a significant number are focused on resource sectors, particularly in non-ferrous metals and gold [2][3]. Group 2: Fund Strategies and Adjustments - Many fund managers adjusted their holdings in the fourth quarter based on fundamental changes and valuation considerations, with a focus on resource-related stocks [1][4]. - The Longcheng Value Selection fund achieved a net value growth rate of 105.16% over the past year, with a majority of its top holdings in non-ferrous metals [4]. - The China Europe Cycle Preferred fund reduced its holdings in traditional non-ferrous metals while increasing exposure to lithium and cobalt, reflecting a shift towards new energy resources [8]. Group 3: Future Outlook - Fund managers remain optimistic about the resource sector, citing factors such as global monetary easing, increased demand from AI data centers, and supply-side uncertainties as drivers for growth [9][10]. - The China Europe Resource Selection fund manager highlighted copper, aluminum, lithium carbonate, gold, and tungsten as the top five investment targets for 2026, while also considering opportunities in chemical and steel sectors [10].