券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 瑞士联邦委员会5日发表声明说，瑞士决定冻结委内瑞拉总统马杜罗及相关人员在瑞士持有的所有资产。此项 资产冻结令立即生效，有效期暂定为4年。 来源：新华社 责编：汪云鹏 校对： 赵燕 百万用户都在看 沸腾！满屏涨停！A股，集体爆发！ 美国"正在掌权"！特朗普，强硬表态！委内瑞拉，最新发声！ 俄罗斯，发动大规模打击！泽连斯基，突然宣布！ 利空！马斯克，突传重磅！ 2026年新年献词｜顺流逆流，守护我们内心的罗盘！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 看券商中国 知天下财经 F ...

原标题：中国证监会召开资本市场财务造假综合惩防体系跨部门工作推进座谈会 1月5日，中国证监会召开资本市场财务造假综合惩防体系跨部门工作推进座谈会。证监会党委书记、主席吴清主持会议并讲话，最高人民法院、最高人民检察院、 国家发展改革委、公安部、司法部、财政部、中国人民银行、国务院国资委、税务总局、市场监管总局、金融监管总局等部门负责同志出席会议并发言，共同研究 推进进一步加强财务造假综合惩防重点工作。证监会党委委员、副主席李超出席会议，证监会相关司局负责同志列席会议。 会议通报了综合惩防工作进展。2024年7月5日国务院办公厅转发中国证监会等部门《关于进一步做好资本市场财务造假综合惩防工作的意见》（以下简称《综合惩 防意见》）以来，各部门深入学习认真贯彻落实习近平总书记重要指示批示精神，加强法治供给、加大对财务造假查处力度、合力惩治第三方配合造假、压实中介 机构"看门人"责任，行政执法、刑事惩戒、民事追偿、诚信约束有效衔接的全方位立体追责体系不断深化，常态化长效化惩防机制进一步健全。 2024年以来，证监会累计查办财务造假案件159起，做出行政处罚111起，罚没金额81亿元。会同相关部门坚持惩首恶和打帮凶并重， ...

Group 1: 盈方微重大资产重组 - 盈方微 is planning to acquire controlling stakes in Shanghai Xiaokeli Information Technology Co., Ltd., FIRST TECHNOLOGY CHINA LIMITED, and Shiqing Intelligent Technology (Shanghai) Co., Ltd., which is expected to constitute a major asset restructuring [1][6] - The acquisition will be conducted through a combination of issuing shares and/or cash payments, and the company has applied for a trading suspension starting January 6, 2026, due to uncertainties surrounding the transaction [3][7] - The company aims to disclose the transaction plan within 10 trading days, by January 20, 2026, and if not completed, the stock will resume trading on January 20, 2026, and the restructuring plans will be terminated [6][7] Group 2: 威高血净重大资产重组 - 威高血净 plans to issue shares to acquire 100% equity of 威高普瑞 from 威高股份 and other shareholders for approximately 85.11 billion CNY, which constitutes a major asset restructuring and related party transaction [12][13] - Post-transaction, 威高股份 and its concerted parties will hold 84.36% of 威高血净, maintaining absolute control without changing the company's control structure [12][13] - The acquisition will expand 威高血净's business into the pharmaceutical packaging sector, adding pre-filled drug delivery systems and automatic safety drug delivery systems to its product line [13][14]

★ 宏观动态 ★ 特朗普接连向多国发出威胁 据央视新闻，美国总统特朗普1月4日在总统专机"空军一号"上面对媒体，向委内瑞拉、哥伦比亚、古巴、伊 朗、墨西哥等国发出威胁。谈及委内瑞拉时，特朗普称，美国"必须获得（对委内瑞拉资源的）完全准入"。特 朗普自称美国已"掌控"委内瑞拉。"别问我现在谁掌权，因为我会给你一个答案，而且这个答案会非常有争 议。"当记者追问时，特朗普说："我的意思就是，现在由我们掌控。"特朗普称，委内瑞拉代理总统罗德里格 斯"如果不做正确的事，将面临比马杜罗更糟糕的处境"。更多军事干预方案已摆在桌面上。"如果他们不守规 矩，我们将发动第二轮打击。" 国家铁路运输总收入首次破万亿 据中国新闻网，1月5日，记者从中国国家铁路集团有限公司获悉，国家铁路2025年完成运输总收入10204亿 元、同比增长3.1%，首次突破1万亿元。2025年，国铁集团较预算节支197亿元，非运输业完成利润296亿元， 国铁控股运营合资铁路公司总体盈利约260亿元。截至2025年底，国铁集团资产负债率降至62.5%，较上年末 下降1个百分点。 四川：围绕专用芯片、大模型、智能终端等重点方向，全力突破先进计算等方面关键核心 ...

Group 1 - The article highlights a significant increase in pizza sales near the Pentagon, with one store reporting a 1250% surge, indicating heightened activity and potential military actions in the region [1][3]. - The U.S. State Department's Persian account shared a photo of Trump with a warning message, suggesting a strong stance against Iran, coinciding with increased military readiness [3][4]. - Israel's Prime Minister Netanyahu has approved a new attack plan against Iran, named "Iron Fist," and the Israeli military has entered a state of high alert due to concerns over Iranian threats [5][6]. Group 2 - Protests in Iran have escalated for the eighth consecutive day, with demonstrations reported in 222 locations across 26 provinces, resulting in at least 20 deaths [8]. - The Iranian government has accused the U.S. and Israel of interfering in its internal affairs, claiming that certain officials' statements incite violence and unrest [8].

委内瑞拉总统马杜罗之子尼古拉斯·马杜罗·格拉4日发声，号召马杜罗的支持者走上街头，抗议美国的入侵行 径。针对他父亲可能被"身边人"出卖的传言，格拉回应称，"历史会揭晓谁是叛徒"。 马杜罗之子号召支持者上街抗议美国入侵行径 马杜罗3日凌晨被美军强行控制并带走后，身为国会议员的格拉4日在社交媒体上传一段录音，号召马杜罗的支 持者游行抗议。 格拉说："你会在街头看到我们，你会看到我们站在人民一边，你会看到我们挥舞尊严的旗帜……他们想让我 们显得不堪一击，但我们不会示弱。" 据法新社报道，马杜罗在法律上共有4个孩子，格拉是其唯一亲生儿子，另外3个是继子。格拉现年35岁，23岁 步入政坛，27岁时当选议员。他与马杜罗夫妇一同被美方指控犯有"毒品恐怖主义阴谋罪"等罪名。 美军轻易掳走马杜罗，引发外界关于他身边可能有"内鬼"的猜测。针对这些传言，格拉4日说："历史会告诉我 们叛徒是谁，历史会揭晓，我们拭目以待。" 美军强行控制马杜罗夫妇后，用直升机将他们运至一艘军舰上，而后前往关塔那摩美军基地，在那里转机飞抵 纽约。马杜罗将于美国东部时间5日12时（北京时间6日1时）出庭。 马杜罗被美国绑走后，委最高法院命令他的副手罗德里 ...

Core Viewpoint - The A-share market experienced a strong start in 2026, with the Shanghai Composite Index returning to 4000 points, driven by significant gains in technology sectors such as brain-computer interfaces, semiconductors, and pharmaceuticals [1][2] Market Performance - On January 5, 2026, the A-share market saw the Shanghai Composite Index rise over 2%, with the ChiNext Index and the Sci-Tech Innovation Index also showing strong performance [2] - The brain-computer interface index recorded nearly a 10% increase, while medical device and memory chip indices rose over 6% [2] - More than 1000 stock ETFs rose in tandem, with over 90% of all stock ETFs experiencing gains, particularly in the semiconductor and pharmaceutical sectors [2][4] ETF Trends - 35 ETFs related to semiconductors and pharmaceuticals saw gains exceeding 5%, with some medical device ETFs rising over 6% [2] - The top-performing ETF was the China-Korea Semiconductor ETF, which increased by 8.46% [3] - Cross-border ETFs also performed well, with over 90% of 185 ETFs rising, particularly those tracking the Hong Kong medical and pharmaceutical indices [3] Fund Flows and Investment Trends - In 2025, the total net inflow into ETFs exceeded 1.16 trillion yuan, with over 620 billion yuan directed towards industry-themed ETFs, particularly in AI and innovative pharmaceuticals [6] - The Hong Kong market saw significant inflows, with over 250 billion yuan into ETFs, especially those related to the Hang Seng Technology Index and medical sectors [6] Future Outlook - Analysts suggest that 2026 will focus on embracing technology growth and upstream cycles, with expectations of a slow bull market driven by stable growth policies and improving corporate earnings [7][8] - Key sectors for investment include renewable energy, chemicals, construction materials, and innovative pharmaceuticals, with a particular emphasis on AI applications and semiconductor advancements [8]

Group 1 - The Chinese government supports the UN Security Council in convening an emergency meeting regarding the US military actions against Venezuela, emphasizing the need for dialogue and negotiation to resolve issues [1] - China expresses serious concern over the US's actions to forcibly control President Maduro and his wife, stating that such actions violate international law and the principles of the UN Charter [1] - China reaffirms its commitment to maintaining good relations with Latin American and Caribbean countries, emphasizing a policy of non-interference and mutual respect [2] Group 2 - The Chinese government respects Venezuela's sovereignty and believes that the Venezuelan government will handle internal affairs according to its constitution and laws [3] - China is committed to deepening practical cooperation with Venezuela, regardless of the political situation, and assures that its legitimate interests in Venezuela will be protected by law [3] - There are currently no reports of Chinese personnel in Venezuela being affected by US airstrikes, indicating a focus on the safety of its citizens abroad [3]

IPO受理年度盘点。 随着2025年落下帷幕，IPO受理全景浮出水面。2025年是资本市场深化改革的关键年，为提升制度的包容性和 适应性，监管以深化科创板、创业板改革为抓手，推动科技创新和产业创新融合发展迈上新台阶。在此背景 下，2025年IPO受理颇具看点。 根据券商中国记者统计，2025年全年沪深北三地交易所共新增受理300家IPO企业，其中"硬科技"企业陆续亮 相，比如摩尔线程、沐曦股份。就在2025年12月底蓝箭航天获得受理，成为商业火箭IPO受理第一股；存储领 域独角兽企业——长鑫存储也进入受理队列。 不过，北交所仍然是IPO企业的重要选择，该板块受理数量占比近六成，体现出其对中小企业的持续吸引力。 项目储备往往体现券商投行的潜在竞争力，根据券商中国记者统计，头部效应进一步加剧，排名前5家券商的 受理数量总和占比超过45%。其中，国泰海通位居首位，中信证券紧跟其后。 受理回暖结构分化 主板的受理家数相对较少，沪市和深市分别受理18家、14家。值得注意的是，2025年主板受理了多家来自"大 消费"行业的企业，比如食用盐领域的中盐股份、乳制品和含乳饮料的百菲乳业、旅游演艺行业的陕西旅游。 据悉，在202 ...

Core Viewpoint - The article discusses the implementation of green consumption initiatives aimed at promoting a low-carbon lifestyle and accelerating the transition to green consumption models through 20 specific measures outlined in the notification issued by the Ministry of Commerce and other departments [1][2]. Group 1: Green Product and Service Supply - The notification emphasizes increasing the supply of green agricultural products, promoting green home appliances and renovations, and encouraging green consumption in the automotive sector [1]. - It highlights the need to improve energy and water efficiency standards for home appliances and to develop a certification system for green smart appliances [1]. - The automotive industry is encouraged to explore the potential of the "aftermarket," including used cars, car rentals, modifications, and sharing services, while also supporting new consumption models like RV camping and self-driving tours [1]. Group 2: Green Consumption Growth Points - The notification aims to cultivate new growth points in green consumption by establishing green supply chains and conducting carbon footprint evaluations [2]. - It promotes green procurement, products, and packaging, and encourages the development of a universal green consumption points system that can be used both online and offline [2]. - The article also mentions the importance of innovative green sharing services to enhance resource efficiency through shared transportation, space, and goods [2]. Group 3: Green Recycling and Policy Support - The notification stresses the need for promoting green recycling by reducing single-use plastic products and enhancing the recycling and reuse of waste materials [2]. - It aims to create a resource recycling system based on reduction, recycling, and reuse of goods [2]. - The notification outlines a commitment to strengthen policy integration and support local initiatives for green markets and restaurants through potential reward policies [2]. Group 4: Financial Support for Green Consumption - Financial institutions are encouraged to increase support for green consumption loans that meet specific standards [3]. - The notification suggests that banks should provide convenient services for users with good green consumption records [3]. - It also proposes the establishment of a project library for green consumption infrastructure to connect quality projects with financial institutions [3].