格隆汇2月9日｜澳大利亚S&P/ASX200指数涨2%。 ...

Core Viewpoint - The solar photovoltaic sector is experiencing significant growth, with multiple stocks reaching their upper trading limits and a notable increase in the solar ETF index, indicating strong investor interest and market momentum [1][2]. Group 1: Market Performance - The solar concept stocks have shown strong performance, with companies like GCL-Poly Energy achieving four consecutive trading limits, and others like Hangzhou Electric and Shanshan achieving two consecutive limits [1] - The solar ETF (159857) saw a substantial increase of 4.88%, with 17 million units being subscribed during the trading session and over 200 million yuan flowing in over the past ten days [1] Group 2: Industry Dynamics - The solar industry index reflects the overall performance of upstream and downstream companies involved in the solar supply chain, including silicon materials, wafers, cells, modules, and solar power station operations [1] - The solar industry index is characterized by significant growth potential and volatility, effectively capturing the development dynamics of the solar industry chain [1] Group 3: Future Prospects - Elon Musk's recent comments suggest that space photovoltaic demand is expected to grow exponentially, with Tesla planning to manufacture solar cells and aiming for an annual production of 100 gigawatts [2] - Chinese leading photovoltaic equipment manufacturers are well-positioned to enter the supply chains of Tesla and SpaceX, potentially securing high-value orders and opening new growth opportunities [2]

Core Viewpoint - The A-share market is experiencing a strong performance in the real estate sector, with several companies seeing significant stock price increases due to supportive government policies aimed at stabilizing and boosting the real estate market [1] Group 1: Market Performance - Shahe Co., Ltd. reached the daily limit up with a 9.99% increase, bringing its total market value to 3.517 billion [2] - Zhuan Mian Group saw a rise of 6.64%, with a total market value of 15.1 billion [2] - New Town Holdings increased by 5.46%, with a market capitalization of 41 billion [2] - Other notable performers include Yingxin Development (+4.98%), Jindi Group (+4.82%), and Jingtou Development (+4.79%) [2] Group 2: Government Policies - Jiangsu Province government held a meeting to discuss policies to stabilize and boost the real estate market [1] - A closed-door seminar ahead of the National Two Sessions suggested measures such as issuing additional government bonds, lowering interest rates, and stabilizing the housing market [1] - Fujian Province issued implementation opinions to promote high-quality urban development, focusing on the renovation of urban villages and old housing [1] - Shenzhen City emphasized the need for organic urban renewal to accelerate the construction of safe, comfortable, green, and smart housing [1]

Group 1 - The "Bull-Bear Indicator" has risen to 9.6, the highest level since March 2006, indicating that market positions and sentiment are nearing extreme bullishness, which may trigger selling [1] - The current reading represents a peak in holdings, liquidity, and market divergence, with a sell signal issued as early as December 17 of the previous year [1] - Investment strategy suggests avoiding "celebrity billionaire concept stocks" such as Tesla, Palantir, and Nvidia, while favoring small-cap stocks, REITs, and bank stocks [1] Group 2 - The company maintains that international market allocation remains a core focus, emphasizing that significant historical events have often led to shifts in asset leadership [1] - For 2026, the company is optimistic about international stocks, Chinese consumer themes, and emerging market commodity producers [1]

Group 1 - The A-share market saw a broad increase in gold-related stocks, with notable gains from Hunan Silver, which rose over 4%, and several other companies like Xiaocheng Technology, Baoding Technology, and Zijin Mining, all increasing by more than 3% [1] - The weakening of the US dollar and the rebound in gold and silver prices contributed to this surge, with spot gold rising to $5046.79 and spot silver reaching $81.67 [1] Group 2 - Hunan Silver (002716) experienced a 4.67% increase, with a total market capitalization of 37.9 billion and a year-to-date increase of 94.22% [2] - Xiaocheng Technology (300139) saw a 3.99% rise, with a market cap of 17.4 billion and a year-to-date increase of 108.70% [2] - Baoding Technology (002552) increased by 3.79%, with a market cap of 8.295 billion and a year-to-date increase of 29.50% [2] - Other notable companies include Zijin Mining (601899) with a 3.74% increase and a market cap of 1025.8 billion, and Guocheng Mining (000688) with a 3.59% increase and a market cap of 33.8 billion [2]

Core Viewpoint - The company plans to acquire a controlling stake in Chang Kong Gear to enhance collaboration in precision mechanical component manufacturing, leveraging both parties' strengths in technology and market resources [1] Group 1: Company Strategy - The company has identified a strategic partnership with Chang Kong Gear, which possesses extensive experience in mechanical design and precision manufacturing processes [1] - The acquisition aims to promote synergy in capabilities and business development between the two companies [1] Group 2: Transaction Details - The transaction plan for acquiring Chang Kong Gear's controlling stake is still under consideration and remains uncertain at this stage [1]

格隆汇2月9日｜紫金矿业在港交所公告称，公司规划，到2028年，公司的资源储量、主要矿产品产量、 销售收入、资产规模、利润等综合指标排名进一步提升，铜、金矿产品产量进入全球前3位，全面建成 高度适配且具有紫金特色的全球化运营管理体系和ESG可持续发展体系；力争到2035年，公司主要指标 较2025年实现跨越式增长，部分指标达到全球首位，全面建成"绿色高技术超一流国际矿业集团"。 ...

Core Viewpoint - The report from Huatai Fixed Income indicates that the bond market is likely to experience an upward trend before the Spring Festival due to a stable funding environment and a "hold bonds for coupon" mentality, while post-festival market performance is expected to be more differentiated [1] Group 1: Market Trends - The Spring Festival calendar effect suggests a higher probability of bond market gains before the festival, with limited increases in positions due to high institutional holdings [1] - The basic economic fundamentals are significantly influenced by base effects, with policy signals and technology narratives being key areas of focus [1] Group 2: Short-term Outlook - Short-term fluctuations in commodities and stock markets remain unsettled, with risk aversion combined with seasonal patterns of the Spring Festival leading to stable bond market performance before the festival [1] - Mid to short-duration coupon-bearing bonds are expected to outperform, although trading momentum is insufficient [1] Group 3: Post-Festival Expectations - The bond market's trajectory after the festival will depend on economic fundamentals, policy signals, and stock market performance, with a forecast of narrow fluctuations [1] - The attractiveness of the 10-year government bond at 1.8% is decreasing, but risks remain limited [1] Group 4: Investment Opportunities - There may be structural opportunities in ultra-long bonds, perpetual bonds, and mid to short-term varieties, while the experience of convertible bond investments is deteriorating, leading to smaller speculative opportunities [1]

根据香港法例第571W章证券及期货(稳定价格)规则第9(2)条，公司进一步宣布，全球发售的稳定价格期 间已于2026年2月7日(星期六)(即递交香港公开发售申请截止日期後第30天)结束。 格隆汇2月8日丨兆易创新(03986.HK)宣布，招股章程所述超额配股权已于2026年2月7日(星期六)获整体 协调人(为其本身及代表国际包销商)悉数行使，涉及合共433.73万股H股，占全球发售项下可供认购的 发售股份总数约15.0%(于任何超额配股权获行使前)。 超额配发股份将由本公司按每股H股162.00港元(即全球发售项下每股H股的发售价，不包括1.0%经纪佣 金、0.0027%证监会交易徵费、0.00565%香港联交所交易费及0.00015%会财局交易徵费)配发及发行。 超额配发股份将用于加快向同意延迟交付其根据全球发售认购的相关发售股份的承配人交付部分H股。 ...

格隆汇2月8日丨兆易创新(03986.HK)宣布，招股章程所述超额配股权已于2026年2月7日(星期六)获整体 协调人(为其本身及代表国际包销商)悉数行使，涉及合共433.73万股H股，占全球发售项下可供认购的 发售股份总数约15.0%(于任何超额配股权获行使前)。 根据香港法例第571W章证券及期货(稳定价格)规则第9(2)条，公司进一步宣布，全球发售的稳定价格期 间已于2026年2月7日(星期六)(即递交香港公开发售申请截止日期後第30天)结束。 超额配发股份将由本公司按每股H股162.00港元(即全球发售项下每股H股的发售价，不包括1.0%经纪佣 金、0.0027%证监会交易徵费、0.00565%香港联交所交易费及0.00015%会财局交易徵费)配发及发行。 超额配发股份将用于加快向同意延迟交付其根据全球发售认购的相关发售股份的承配人交付部分H股。 ...