业内人士表示，碳酸锂价格的回暖，有望带动拥有自有矿和盐湖的生产企业业绩修复。 1月30日，锂矿板块大跌，截至14:40，锂矿板块跌超6%，西部矿业、中矿资源、天齐锂业等跌超7%。 对此，赣锋锂业、雅化集团等多家锂矿企业回应中国证券报·中证金牛座记者称，公司生产经营一切正 常。 其中，一家不愿具名的企业负责人对记者表示："公司产品供不应求，产销正常，现在没有什么库存。" 上海钢联数据显示，2025年下半年以来，电池级碳酸锂价格持续上涨，从7万元/吨左右一度涨至17万 元/吨左右。 ...

Group 1 - The core point of the article is that Keda Manufacturing plans to acquire a 51.55% stake in Guangdong Teflon International Holdings Co., Ltd. through a combination of issuing shares and cash payment, aiming for full control and expansion of its building materials capacity in West Africa [1][2] - The share issuance price is set at 10.80 yuan per share, and upon completion of the transaction, Teflon International will become a wholly-owned subsidiary of Keda Manufacturing [1] - Teflon International operates 25 production lines across seven African countries and has a strong brand presence in sub-Saharan Africa, which is expected to enhance Keda Manufacturing's overall profitability after the acquisition [1] Group 2 - Keda Manufacturing also plans to build a float glass production line in Ghana with a daily melting capacity of 600 tons, utilizing self-raised funds as part of its "big building materials" strategy [2] - Ghana, as a member of the Economic Community of West African States (ECOWAS), has a strong regional influence but lacks local glass production capacity, indicating clear market demand [2] - The new project will leverage existing resources from Keda's ceramic base in Ghana, reducing operational costs and benefiting from the experience gained from the Tanzania glass project [2]

昨天，现货黄金首次突破5500美元/盎司关口，盘中一度逼近5600美元/盎司关口。今天上午，现货黄金、现货白银双双大跌，其中，现货黄金盘中失守 5200美元/盎司关口。 有色金属板块上午大跌，有色双巨头紫金矿业、洛阳钼业分别跌超8%、9%。紫金矿业盘中最低跌至39.12元，距跌停价仅差1分钱，最新市值为1.06万亿 元。此外，白银有色、湖南白银、四川黄金等多股跌停。 有色金属板块的表现，令上证指数、深证成指承压，创业板指由于宁德时代、阳光电源、"易中天"等权重股上涨，逆势走强。 盘面上，部分顺周期品种表现强势，种植业、养殖业板块大涨，消费股表现活跃。这背后的交易逻辑是，按照以往大宗商品的典型轮动路径，在贵金属、 工业金属、能源化工上涨后，最后将轮动至农产品。农产品上涨，又会传导至养殖业，进而扩散至终端消费领域。 截至上午收盘，上证指数下跌1.19%，深证成指下跌0.96%，创业板指上涨0.8%。 影视院线板块上涨 今天上午，大消费表现活跃，影视院线、旅游酒店等板块上涨。其中，影视院线板块领涨，横店影视、幸福蓝海等个股大涨。 | | V | 影视院线 1780.23 1.82% | | | | --- | -- ...

Group 1: Precious Metals Market - Spot gold first broke the $5500/oz mark, reaching nearly $5600/oz before dropping below $5200/oz [1] - The non-ferrous metals sector saw significant declines, with major companies like Zijin Mining and Luoyang Molybdenum falling over 8% and 9% respectively [1] - The performance of the non-ferrous metals sector pressured the Shanghai Composite Index and Shenzhen Component Index, while the ChiNext Index rose due to gains in key stocks like CATL and Sungrow [1] Group 2: Agricultural and Consumer Sectors - Some cyclical sectors showed strong performance, with agriculture and aquaculture sectors rising significantly, indicating a typical rotation pattern in commodity markets [1] - The rise in agricultural products is expected to transmit to the aquaculture sector and further into the consumer market [1] - By the close of the morning session, the Shanghai Composite Index fell by 1.19%, the Shenzhen Component Index by 0.96%, while the ChiNext Index increased by 0.8% [1] Group 3: Film and Entertainment Sector - The film and cinema sector saw active performance, with stocks like Hengdian Film and Happiness Blue Sea experiencing significant gains [4][6] - A favorable policy environment, including the State Council's plan to enhance service consumption, is expected to support the film industry [6][7] - The upcoming 2026 Spring Festival film lineup is anticipated to drive market recovery, with multiple new films scheduled for release [7] Group 4: AI and Optical Communication Sector - The North American computing power chain showed strong performance, with stocks like "Yizhongtian" and Tianfu Communication reaching historical highs [7] - The demand for AI computing power is driving upgrades in the optical communication industry, with strong demand for high-speed optical modules [10] - Despite short-term supply gaps in high-speed optical chips, upstream manufacturers are actively expanding production, which is expected to alleviate supply chain bottlenecks [10]

1月28日，江西铜博科技股份有限公司（简称"铜博科技"）向港交所递交上市申请书。财务数据显示，2024年及2025年前三季度，公司在经营活动中产生 净现金流出，分别为7.15亿元、3.49亿元，而2023年为产生净现金流入1.06亿元。 国内第九大电解铜箔生产商 招股书显示，铜博科技是一家电解铜箔解决方案提供商，专注于高性能电解铜箔的设计、研发、生产和销售。根据弗若斯特沙利文的资料，按2024年销量 计，公司是中国第九大电解铜箔生产商，市场份额约为4%。 来源：招股书 曾撤回IPO辅导备案 过去几年，铜博科技的资本动作频频。 据披露，铜博科技的产品组合包括两大核心类别：一是标准及高性能锂电池铜箔，作为锂离子电池中不可或缺的负极集流体；二是电子电路铜箔，用于生 产印刷电路板（PCB）和覆铜板（CCL）。 铜博科技的收入主要来自销售各类铜箔产品，即锂电池铜箔及电子电路铜箔。2023年、2024年以及2025年前三季度，公司销售铜箔的收入分别占总收入的 99.3%、99.7%及99.6%，销售锂电铜箔的收入分别占公司同期总收入的89.1%、88.8%及86.8%。 财务数据显示，铜博科技毛利率水平存在一定的波动。据 ...

Core Viewpoint - A recent incident involving a fund company that experienced over 10 billion in net subscriptions in a single day has led to regulatory actions due to suspected violations in sales practices [1][2]. Group 1: Regulatory Actions - The regulatory authorities have mandated the fund company to rectify its practices and have suspended the acceptance of public fund product registrations [2][5]. - The company’s general manager, compliance officer, and head of the internet business department are being held accountable for the violations [2][5]. Group 2: Violations and Marketing Practices - The fund company was found to have collaborated with unqualified internet influencers ("大V") for marketing, paying substantial advertising fees to promote its products, which misled investors [2][3]. - The marketing tactics included using the influencers' platforms to create hype around significant purchases of the fund's products, enticing investors with inadequate risk disclosures [2][3]. Group 3: Industry Concerns - The industry has been criticized for the prevalence of marketing irregularities such as "real-time fund valuation," "increased purchase rankings," and "actual performance rankings," which have now been prohibited by regulators [3][4]. - The use of these marketing strategies has contributed to a short-term trading mentality among investors and has been deemed a form of disguised fund sales [3][4]. Group 4: Regulatory Requirements - Fund companies and sales institutions are required to enhance investor suitability management to ensure appropriate products are sold to suitable investors, preventing risk mismatches [5]. - Strict prohibitions have been placed on collaborations with unqualified internet influencers for any form of fund sales activities [5]. - Fund sales institutions and third-party platforms must conduct self-inspections and remove misleading features such as "real-time fund valuation" and "performance rankings" [5].

编者按 当前，资本市场改革持续深化，证券行业正处在乘势而上、建设一流投资银行和投资机构的关键战略机 遇期，学习、宣传、贯彻党的二十届四中全会精神是当前和今后一个时期的重要政治任务。为此，中国 证券报联合中国证券业协会推出"证券公司学习宣传贯彻党的二十届四中全会精神"系列专题报道，聚焦 证券公司在强化功能发挥、提升专业能力、推进差异化发展、筑牢合规风控底线、厚植行业文化底蕴等 方面的实践探索与丰硕成果，生动展现证券公司作为资本市场重要践行者、改革排头兵、服务主力军的 责任担当与时代作为。本篇为系列报道第十七篇。 泰山不让土壤，故能成其大。作为山东省唯一省属骨干国有券商，中泰证券（600918）扎根齐鲁大地、 深耕资本市场，其发展历程镌刻着时代印记与实干足迹。二十余载砥砺前行，公司始终与国家发展同 频、与区域振兴共振，从蹒跚起步到深耕细作，从蓄力赋能到领跑争先，在岁月淬炼中坚守金融初心， 在时代浪潮中践行国企担当。 站在"十五五"开局的历史节点，面对党的二十届四中全会擘画的金融强国建设宏伟蓝图，中泰证券正以 初心为舵、以实干为帆，奋力驶向高质量发展的新航程。近日，中泰证券党委书记、董事长王洪在接受 中国证券报记者 ...

中证智能财讯广宇集团（002133）1月29日晚间披露2025年度业绩预告，预计2025年归母净利润3000万元至4500万元，上年同期亏损10.09亿元；扣非净利润 预计2500万元至3750万元，上年同期亏损10.22亿元；基本每股收益0.0391元/股-0.0586元/股。以1月29日收盘价计算，广宇集团目前市盈率（TTM）约为 65.72倍-98.57倍，市净率（LF）约1.01倍，市销率（TTM）约0.57倍。 以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况（倍） 90 @ 60 30 -20-17 17:19 14-39 9.66 7.93 7-64 7-26 0 -30 -49.02 -60 -90 2027-12-37 i 2022-12-37 2020-12-37 ·1-06-30 3-06-30 124-06-30 122-06-30 123-12-37 2n- ○- 行业均值 Vall - 100 ହ 90 80 70 60o37 60 54:04 50 45.52 40 30 25.9 20 12:64 9.78 10 4.57 0 2020-1 ...

对标"促进高水平制度型开放"，财富零售业务以开放视野借鉴行业先进实践，提升信息披露、风险提示 与服务透明度。同时，顺应资产配置全球化趋势，围绕港股通、公募QDII、跨境ETF/基金等投资渠道 与产品，清晰解读不同市场的规则、汇率波动等关键差异，引导客户在整体资产配置框架下，理性、有 步骤地参与全球市场。 深刻把握金融工作的政治性与人民性 以优质财富零售服务践行"四个使命担当" 治国有常，利民为本。金融工作的政治性与人民性，最终要落脚于具体而细微的服务实践。基于国新证 券的探索，张海文分享了四点心得。 舟行万里，操之在舵；金融为民，固本在实。作为脱胎于老牌证券公司、融入中国国新央企生态的券 商，国新证券深谙"国之大者"，其发展脉搏始终与国家战略同频共振。在金融强国建设的新航程上，如 何将宏观使命转化为微观实践，让资本市场发展成果惠及万千投资者，成为其思考的核心。近日，国新 证券党委书记、董事长张海文接受了中国证券报记者专访，阐述了公司以财富零售业务为支点，践 行"四个使命担当"的思考与路径。 张海文表示，党的二十届四中全会着眼于中国式现代化全局，对金融强国建设和资本市场高质量发展作 出重大部署，同时强调要多渠道 ...

意见从加强民政关键核心技术攻关、促进民政科技成果转化应用、提升民政科技支撑能力、强化组织保 障等方面提出多项举措。 在加强民政关键核心技术攻关方面，意见提出，强化老龄和养老服务领域科技支撑。广泛应用人形机器 人、脑机接口、人工智能等前沿技术，开展失能失智预防和抗衰老、生活照料和康复护理、精神慰藉和 社会参与促进、安全风险监测和紧急救援、老年宜居环境建设和适老化改造等方面关键技术装备研发， 推动助餐助行、二便护理、进食穿衣、助洁助浴、移乘转运、康复训练、心理干预、情感陪伴、监测预 警、应急响应等产品研发集成、安全化和规模化应用。 推进康复辅助器具、殡葬等领域技术创新。加强康复辅助器具科技攻关，研究精准神经调控、人机协同 控制等关键技术，研发外骨骼机器人、智能矫形器、智能假肢、精神障碍患者康复辅助器具等技术装备 和产品；研发康复辅助器具适配对象能力数字化评估技术，研究质量检测方法和标准规范，研制检测设 备，完善康复辅助器具检测评估体系。推动大语言模型、脑机接口等技术在残疾儿童康复领域的应用， 加强脑瘫、孤独症等残疾儿童康复技术和设备研发。 民政部1月29日消息，民政部近日印发的关于进一步推进民政科技创新的指导意见 ...