吉林碳谷（920077）1月7日大宗交易平台共发生2笔成交，合计成交量291.49万股，成交金额4655.13万 元，以折溢价进行统计，今日2笔大宗交易成交价相对收盘价均为折价交易。 | 成交量 （万股） | 成交金额 （万元） | 成交价格 （元） | 相对当日收 盘价折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | | | （%） | | | | 145.75 | 2553.47 | 17.52 | -2.77 | 中信证券股份有限公司 | 中信建投证券股份有限 | | | | | | 北京呼家楼证券营业部 | 公司大连分公司 | | 145.75 | 2101.66 | 14.42 | -19.98 | 中信建投证券股份有限 | 东北证券股份有限公司 | | | | | | 公司大连分公司 | 九台站前路证券营业部 | （文章来源：证券时报网） 进一步统计，近1个月内该股累计发生8笔大宗交易，合计成交金额为1.80亿元。 证券时报·数据宝统计显示，吉林碳谷今日收盘价为18.02元，上涨5.63%，日换手率为8.87%，成交额为 ...

Group 1 - The chemical fiber sector experienced a slight increase of 0.11% on January 7, with Jilin Carbon Valley leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] - Notable gainers in the chemical fiber sector included Jilin Qigu, which rose by 5.63% to a closing price of 18.02, and Taihe New Materials, which increased by 4.46% to 11.71 [1] Group 2 - The chemical fiber sector saw a net outflow of 214 million yuan from main funds, while retail funds had a net inflow of 25.27 million yuan [2] - The trading volume for Jilin Qigu was 281,000 shares, with a transaction value of 497 million yuan, indicating strong investor interest [1][2] - The overall market sentiment reflected mixed performances, with some stocks like Sanfangxiang and Haiyang Technology experiencing declines of 6.20% and 4.10%, respectively [2] Group 3 - Main fund inflows were observed in stocks like Xinxiang Chemical Fiber, which had a net inflow of 36.42 million yuan, and Nanjing Chemical Fiber with 16.69 million yuan [3] - Retail investors showed a negative sentiment towards several stocks, with significant outflows from Xinxiang Chemical Fiber and Nanjing Chemical Fiber, indicating potential concerns among smaller investors [3] - The overall trading dynamics suggest a cautious approach among investors, with main funds favoring certain stocks while retail investors exhibited mixed reactions [3]

（记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 每经讯，2026年1月6日，北交所上市公司吉林碳谷（920077，收盘价：17.06元）发生2笔大宗交易，折价率最高的一笔成交价 13.65元/股，成交数量146万股，成交金额1992.9万元，折价19.99%。买入营业部是中信建投证券股份有限公司大连分公司，卖 出营业部是东北证券股份有限公司九台站前路证券营业部。 | | | | 20260106吉林碳谷(920077)大宗交易 | | | | | --- | --- | --- | --- | --- | --- | --- | | 公司简称 | 成交价 * (元/股) | (股) | 成交数量* 成交金额 * (元) | 折溢价 * ( % ) | 买入营业部 | 卖出营业部 | | 吉林碳谷 | 13.65 | 146万 | 1992 9万 | -19.99 | 中信建投证券股份有 限公司大连分公司 | 东北证券股份有限公 司九台站前路证券营 业部 | | 吉林碳谷 | 16.58 | 146万 | 2420.68万 | -2.81 | ...

吉林碳谷（920077）1月5日大宗交易平台共发生2笔成交，合计成交量292.00万股，成交金额4511.40万 元，以折溢价进行统计，今日2笔大宗交易成交价相对收盘价均为折价交易。 进一步统计，近1个月内该股累计发生4笔大宗交易，合计成交金额为8914.76万元。 证券时报·数据宝统计显示，吉林碳谷今日收盘价为17.44元，上涨2.47%，日换手率为7.42%，成交额为 3.97亿元，近5日该股累计上涨23.16%。（数据宝） 1月5日吉林碳谷大宗交易一览 | 成交量 （万股） | 成交金额 （万元） | 成交价格 （元） | 相对当日收 盘价折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | | | （%） | | | | 146.00 | 2474.70 | 16.95 | -2.81 | 中信证券股份有限公司 | 中信建投证券股份有限 | | | | | | 北京呼家楼证券营业部 | 公司大连分公司 | | 146.00 | 2036.70 | 13.95 | -20.01 | 中信建投证券股份有限 | 东北证券股份有限公司 ...

Core Viewpoint - Jilin Carbon Valley (stock code: 920077) experienced significant block trades on January 5, 2026, with a notable discount on the transaction price, indicating potential market volatility and investor sentiment towards the stock [1]. Group 1: Block Trade Details - The highest discount transaction occurred at a price of 13.95 CNY per share, involving 1.46 million shares and totaling 20.367 million CNY, reflecting a discount rate of 20.01% [1]. - The buying brokerage for this transaction was CITIC Jiantou Securities Co., Ltd. Dalian Branch, while the selling brokerage was Northeast Securities Co., Ltd. Jiu Tai Station Front Road Securities Branch [1]. - Another transaction for Jilin Carbon Valley was executed at a price of 16.95 CNY per share, also involving 1.46 million shares, with a total value of 24.747 million CNY and a smaller discount of 2.81% [2].

Market Performance - As of December 31, 2025, the North Exchange A-shares had a total of 288 stocks with an average market capitalization of 3.019 billion yuan[19] - The North Exchange 50 Index fell by 1.55% during the week of December 29 to December 31, closing at 1,440.43 points[19] - The average daily trading volume for North Exchange A-shares was 19.439 billion yuan, a decrease of 2.74% from the previous week[19] New Stock Listings - The new stock Hengtong Light (stock code: 920045.BJ) was listed on December 31, 2025, with a revenue of 1.625 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 91.38%[3][27] - The net profit attributable to shareholders for Hengtong Light was 224 million yuan, up 123.75% year-on-year[3][27] Investment Insights - The North Exchange's price-to-earnings (PE) ratios as of December 31, 2025, were 45.85 for A-shares, 43.62 for the ChiNext, 13.08 for the Shanghai Main Board, 23.21 for the Shenzhen Main Board, and 75.12 for the Sci-Tech Innovation Board[4][28] - The report suggests focusing on technology sectors such as robotics, AI, commercial aerospace, and smart driving during the "spring market rally" period[4][28] Risks - Potential policy risks may affect investor enthusiasm and market heat[5][29] - Liquidity risks exist due to lower trading volumes compared to other boards like the Sci-Tech Innovation Board and ChiNext[5][29] - Earnings may not meet expectations due to external market changes, impacting stock prices negatively[5][29]

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 （记者 曾健辉） 每经讯，2025年12月31日，北交所上市公司吉林碳谷（920077，收盘价：17.02元）发生2笔大宗交易，折价率最高的一笔成交价 13.62元/股，成交数量146万股，成交金额1988.52万元，折价19.98%。买入营业部是中信建投证券股份有限公司大连分公司，卖 出营业部是东北证券股份有限公司九台站前路证券营业部。 | | | | 20251231吉林碳谷(920077)大宗交易 | | | | | --- | --- | --- | --- | --- | --- | --- | | 公司简称 | 成交价 * (元/股) | (股) | 成交数量 * 成交金额 * (元) | 折溢价 * ( % ) | 买入营业部 | 卖出营业部 | | 吉林碳谷 | 13.62 | 146万 | 1988.52万 | -19.98 | 中信建投证券股份有 限公司大连分公司 | 东北证券股份有限公 司九台站前路证券营 业部 | | 吉林碳谷 | 16.54 | 146万 | 2414.84万 | -2. ...

据天眼查APP显示，吉林碳谷碳纤维股份有限公司成立于2008年12月24日，注册资本58768.1817万人民 币。（数据宝） 12月31日吉林碳谷大宗交易一览 | 成交量 （万股） | 成交金额 （万元） | 成交价格 （元） | 相对当日收 盘价折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | | | （%） | | | | 146.00 | 2414.84 | 16.54 | -2.82 | 中信证券股份有限公司 | 中信建投证券股份有限 | | | | | | 北京呼家楼证券营业部 | 公司大连分公司 | | 146.00 | 1988.52 | 13.62 | -19.98 | 中信建投证券股份有限 | 东北证券股份有限公司 | | | | | | 公司大连分公司 | 九台站前路证券营业部 | （文章来源：证券时报网） 吉林碳谷（920077）12月31日大宗交易平台共发生2笔成交，合计成交量292.00万股，成交金额4403.36 万元，以折溢价进行统计，今日2笔大宗交易成交价相对收盘价均为折价交易。 证券时报·数据宝统 ...

Core Insights - The report indicates that the North Exchange 50 index experienced a slight decline of -0.40%, closing at 1,450.64 points on December 30, 2025, with a trading volume of 190.85 billion yuan and a turnover rate of 3.18% [2][3]. Market Performance - The North Exchange's overall market capitalization is 851.06 billion yuan, with a circulating market value of 521.85 billion yuan. The total number of listed shares is 39.676 billion, with 25.354 billion shares available for circulation [2]. - The North Exchange's daily trading volume decreased compared to the previous week, where the average daily trading volume was 199.76 billion yuan [2]. Industry Analysis - Among the industries, the automotive sector showed the highest increase at +3.1%, followed by environmental protection at +1.0% and electronics at +0.9%. Conversely, the largest declines were seen in non-ferrous metals at -5.7%, defense and military at -3.9%, and beauty and personal care at -2.8% [2][3]. - The report highlights that 287 companies listed on the North Exchange had mixed performance, with 106 companies rising, 6 remaining flat, and 175 declining [2]. Stock Performance - The top-performing stocks included Tianming Technology (+30.00%), Fengguang Precision (+17.58%), and Chunguang Intelligent (+10.95%). In contrast, the largest declines were seen in Guangdao Tui (-29.49%), Tianli Composite (-11.71%), and Hongyu Packaging (-8.32%) [7][8]. - The report notes that the average price-to-earnings (P/E) ratio for the North Exchange is 45.43 times, which is higher than the P/E ratios of the Sci-Tech Innovation Board (71.40 times) and the Growth Enterprise Market (43.56 times) [2][9]. Valuation Insights - The highest average P/E ratio among industries on the North Exchange is in non-ferrous metals at 108.1 times, followed by food and beverage at 80.0 times and telecommunications at 76.2 times [2][9]. - The report indicates a continuous high valuation for the North Exchange compared to other boards, suggesting a potential area for investment consideration [2][10].

| | 工 | | | | | 备 | | --- | --- | --- | --- | --- | --- | --- | | 920002 | 万达轴 | 1.23 | 6151.25 | 307.53 | 1.81 | 机械设 | | | 承 | | | | | 备 | | 920121 | 江天科 | -7.96 | 949.35 | 306.83 | 1.67 | 轻工制 | | | 技 | | | | | 造 | | 920599 | 同力股 | -1.28 | 15469.42 | 294.75 | 2.13 | 机械设 | | | 份 | | | | | 备 | | 920245 | 威博液 | 1.77 | 1190.88 | 292.87 | 1.07 | 机械设 | | | 压 | | | | | 备 | | 920017 | 星昊医 | -0.81 | 4283.34 | 242.93 | 1.90 | 医药生 | | | 药 | | | | | 物 | | 920706 | 铁拓机 | -2.82 | 2563.65 | 227.79 | 2.34 | 机械设 | | | 械 | ...