来源｜央视新闻 编辑｜瑜见 中国地质调查局表示，在新疆萨尔托海南矿带覆盖区，我国新发现萨尔托海27矿群，圈定矿体20个，平 均品位30.73%，实现该地区近四十年来最大找矿发现。铬铁矿是我国紧缺战略性矿产，呈黑至棕黑 色，具有半金属光泽，主要用于冶炼含钴、镍、钨等元素的特种合金，是航空、航天、汽车、造船等领 域不可或缺的材料。 除了新发现的铬铁矿，我国在鄂西地区聚焦二叠系页岩层系，成功实现非常规油气工业气流突破，开拓 了非常规气新层系新类型，实现了页岩气勘探从四川盆地向鄂西地区的有效拓展。新增页岩气地质资源 量1329.5亿立方米，进一步夯实鄂西页岩气资源接续基地的资源基础。 记者今天（8日）从自然资源部中国地质调查局获悉，近日我国矿产资源勘查再获新进展，铬铁矿与非 常规油气勘查双双获得新突破。 ...

记者｜陈杨园 编辑｜瑜见 1月8日，记者了解到，阿里巴巴面向投资者的最新交流信息显示，淘宝闪购在最新季度取得关键进展。 阿里集团对于淘宝闪购2026年的投入战略明朗化：闪购首要目标是份额增长，会坚定加大投入以达到市 场绝对第一。 ...

Core Viewpoint - Yichin Photovoltaic (600537.SH), known as the "first stock in photovoltaic modules," announced a profit warning, expecting a negative net profit for the fiscal year 2025, which may exceed the audited net assets of the previous year, potentially leading to negative net assets by the end of 2025 [2] Group 1: Financial Performance - The company anticipates a net profit attributable to shareholders will be negative for the fiscal year 2025, indicating a significant operational loss [2] - The total market value of Yichin Photovoltaic dropped by 8.35% following the announcement, bringing it to 4.7 billion yuan [2] - If the audited net assets are confirmed to be negative at the end of 2025, the company will face delisting risk under the Shanghai Stock Exchange's regulations [2] Group 2: Operational Challenges - Recently, the company received a notice from the Quanjiao Economic Development Zone regarding a potential recovery of 140 million yuan in project funding due to failure to fulfill prior investment agreements [3] - The company stated that the impact of the hearing and final administrative decision on current or future profits remains uncertain [3] - The photovoltaic industry has faced structural capacity mismatches and a downturn, leading to a decline in operational rates across the sector, with Yichin Photovoltaic's projects only partially completed [3] Group 3: Production Status - Various production bases of Yichin Photovoltaic have begun to cease operations, with the Chuzhou base starting to shut down in October 2024 [4] - The 5GW PERC battery capacity at the Changzhou base and the 7.5GW TOPCon battery capacity at the Chuzhou base have already been halted [4]

2026.01.08 微信编辑| 七三 1月7日，毛戈平公司的股价盘中上涨达到5.3%, 当日开盘价为81.75港元，最高飙升至88.900港元。按这 样的股价范围，这六名控股股东和执行董事最少能套现14亿港元。 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专 用邮箱：bianjibu@yicai.com 公告显示，本次减持的人员除了毛戈平、汪立群夫妇，还包括执行董事毛霓萍、毛慧萍、汪立华及宋虹 佺。据了解，前两位是毛戈平的姐姐，汪立华为汪立群的弟弟，宋虹佺为公司核心高管。 对于这次减持的目的，公告显示，公司股东系因自身财务需求拟减持其所持有的部分股份，减持所得款 项用途包括但不限于美妆相关产业链的投资、改善个人生活等。同时，公告强调，控股股东及董事对公 司发展充满信心，将持续致力于公司的产品研发及生产经营管理。另外，本次股份减持计划的实施不会 导致本公司控制权发生变更，不会对本公司治理结构和持续经营产生重大影响。 据悉，毛戈平于2024年10月在港交所上市，上市时头顶"港股国货彩妆第一股"光环，之后，其股价表现 一直不俗，当时的发行价为29.8港元，开盘价达到47 ...

Core Viewpoint - 毛戈平化妆品股份有限公司 has entered into a strategic cooperation framework agreement with L Catterton Asia Advisors, focusing on global market expansion, acquisitions, strategic investments, capital structure optimization, and talent introduction [1] Group 1: Strategic Cooperation - The cooperation is not a capital investment but a strategic partnership aimed at leveraging L Catterton's global investment network to assist 毛戈平公司 in expanding its high-end retail channels overseas [1] - Both parties plan to establish a private equity investment fund focused on the global high-end beauty sector [1] - The collaboration will also involve optimizing capital structure and governance, as well as talent acquisition [1] Group 2: Background and Market Context - L Catterton is the largest consumer goods investment firm globally, with extensive resources and cross-regional investment experience in the beauty and personal care sectors [2] - 毛戈平公司 went public in Hong Kong on December 10, 2024, with an initial offering price of HKD 29.80 per share, and the stock reached a peak of HKD 96.55 per share last year [2] - On January 6, 毛戈平公司 announced a plan for core shareholders to reduce their holdings by up to 17.2 million shares, representing 3.51% of the total issued shares, primarily for personal financial needs [2][3] Group 3: Financial Implications - The reduction in shareholding by executives could yield approximately HKD 1.6 billion based on a share price of around HKD 90 [4]

Group 1 - The commercial aerospace sector is experiencing significant growth, with multiple stocks reaching their daily limit up, indicating strong investor interest and market momentum [1][2]. - Notable stocks include Shaoyang Hydraulic, which saw a 20% increase, and others like Taisheng Wind Power and Jin Hong Gas, which rose by over 14% and 12% respectively [1][2]. - The latest report from CITIC Securities highlights that the commercial aerospace industry is poised to enter a new era, driven by national policy support and technological breakthroughs [2]. Group 2 - The stock performance data shows that Shaoyang Hydraulic has a market capitalization of 54.03 billion and a current price of 49.60, reflecting a 20.01% increase [2]. - Taisheng Wind Power has experienced a remarkable 414.15% increase in its stock price, with a market cap of 124.5 billion and a current price of 13.31 [2]. - Other companies like China First Heavy Industries and Shengyang Technology also reported increases of over 10%, indicating a broad-based rally in the sector [2].

Core Viewpoint - The incident involving the recall of infant formula by Nestlé due to quality risks associated with ARA supplied by Jia Bi You has led to a significant drop in Jia Bi You's stock price, highlighting potential risks in the supply chain and consumer confidence in the company [2]. Group 1: Incident Overview - Nestlé announced a global preventive recall of certain batches of infant formula in 31 countries due to quality risks linked to ARA supplied by Jia Bi You [2]. - The recall affects four brands in the Chinese market, totaling 30 batches, while other Nestlé products remain unaffected [2]. - The substance Cereulide, potentially harmful and produced by Bacillus cereus, was detected in the ARA oil provided by the supplier [2]. Group 2: Company Impact - Jia Bi You's stock price fell over 13% following the announcement of the recall [2]. - The company's ARA business generated revenue of 390 million yuan in 2024, marking a year-on-year increase of 29.2%, indicating its significance to the company's core operations [3]. - Jia Bi You has stated that its ARA products have passed certifications in Europe and the U.S. and are supplied to various dairy companies [3]. Group 3: Industry Response - Other dairy companies are monitoring the situation closely, with some clarifying that they do not use the implicated ARA from Jia Bi You [3][4]. - The supply chain for infant formula ingredients is generally concentrated, which may affect the industry dynamics depending on the outcome of the investigation [4].

2026.01.08 本文字数：1565，阅读时长大约3分钟 作者 |第一财经 揭书宜 从街边小店到资本赛道，量贩零食仅用几年时间便重塑了国内零食零售生态，业内两家头部企业都已经 递表港交所。 而随着行业竞争日趋激烈，模式创新与供应链能力成为未来突围的关键。 近日，港交所网站显示，湖南鸣鸣很忙商业连锁股份有限公司（下称"鸣鸣很忙"）已通过港交所上市聆 讯，即将成为港股"量贩零食第一股"。 鸣鸣很忙聆讯后资料集显示，截至2025年9月30日的九个月内实现零售额（GMV）661亿元人民币，同 比增长74.5。 这是鸣鸣很忙第二次递表港交所。2025年4月28日，鸣鸣很忙就曾首次递表，不过，六个月审核期满， 公司未能如期通过聆讯。 登陆资本市场是量贩零食行业头部企业的默契。2025年9月，量贩零食行业另一家头部企业——好想来 的母公司万辰集团也递表港交所。截至2025年6月末，整合好想来门店数量已突破1.5万家。截至2025年 9月，鸣鸣很忙全国在营门店则是19517家。 从整体的业务体量来看，鸣鸣很忙门店数量略胜一筹。不过，从增速表现来看，万辰集团跑得稍快。 招股书显示，鸣鸣很忙2025年前三季度营收463.71 ...

Core Insights - Shanghai has seen a surge in AI chip companies going public, with TianShu ZhiXin (09903.HK) recently listing on the Hong Kong Stock Exchange, following MuXi Co., Ltd. (688802.SH) and BiRan Technology (06082.HK) [2] - The integrated circuit industry in Shanghai is projected to generate revenue of 391.2 billion yuan in the period from January to November 2025, marking a year-on-year growth of 23.72%, with an expected total industry scale exceeding 460 billion yuan for the entire year [2] - The city has established itself as a hub for integrated circuit innovation, housing over 1,200 companies and attracting approximately 40% of the nation's talent and nearly 50% of its innovation resources [2] Company Insights - TianShu ZhiXin is the first domestic company to independently develop general-purpose GPUs, having completed the entire process from core technology development to commercialization [2] - The company boasts a research and development team of 480 members, with an average of over 20 years of industry experience, and more than one-third of its R&D personnel having over 10 years of experience in chip design and software development [3] Industry Landscape - Shanghai ranks fourth globally and first in mainland China in the latest Global Integrated Circuit Industry Comprehensive Competitiveness Rankings by the World Semiconductor Association [4] - The city has built a comprehensive integrated circuit industry chain that includes design, manufacturing, packaging, testing, equipment, materials, and EDA/IP, fostering a number of leading enterprises in various segments [5] - Shanghai's focus on the integrated circuit sector as one of its three key industries has led to the emergence of several innovative AI chip companies, supporting the development of new productivity models [5]

Market Overview - The A-share market opened lower with the Shanghai Composite Index down 0.20%, the Shenzhen Component down 0.42%, and the ChiNext Index down 0.63% [2][3] - Over 3,000 stocks declined in the market, with sectors such as brokerage, insurance, retail, and CPO experiencing significant drops [1] Sector Performance - The electronic gas sector saw a strong opening, with Sanfu Co. and Heyuan Gas hitting the daily limit up, while Jin Hong Gas, Huate Gas, Silane Technology, and Yake Technology also showed notable gains [1] - The brain-computer interface concept remained active, with companies like Prit and Innovation Medical achieving four consecutive trading limit ups [1] Notable Stocks - Zhongke Lanyun opened over 12% higher, projecting a net profit increase of 367%-377% year-on-year for 2025 [3] - Yijing Optoelectronics approached the daily limit down, announcing an expected negative net profit for the year 2025 [5] Hong Kong Market - The Hong Kong stock market opened lower, with the Hang Seng Index down 0.59% and the Hang Seng Tech Index down 0.44% [5][6] - Major stocks such as Tencent Music, Baidu Group, Alibaba, and Zijin Mining experienced significant declines, while China Shenhua, China Telecom, and China Merchants Bank showed strength [5]