（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 | ...

Summary of Key Points Core Viewpoint - The trading volume on the Beijing Stock Exchange (BSE) reached 825 million shares with a total transaction value of 18.482 billion yuan, reflecting a decrease of 2.601 billion yuan compared to the previous trading day. A total of 41 stocks closed higher, while 244 stocks closed lower, indicating a bearish market trend overall [1]. Trading Performance - The total transaction value on the BSE was 18.482 billion yuan, down from the previous day by 2.601 billion yuan [1]. - 41 stocks, accounting for 14.29% of the traded stocks, closed higher, with notable gainers including Jilin Carbon Valley (up 23.65%), Dapeng Industrial (up 14.35%), and Fengguang Precision (up 8.65%) [1]. - Conversely, 244 stocks closed lower, with significant declines seen in Hongyu Packaging (down 23.81%), Hongxi Technology (down 10.85%), and Jiangtian Technology (down 7.96%) [1]. Stock Activity - 52 stocks had transaction values exceeding 10 million yuan, with Jilin Carbon Valley, Dapeng Industrial, and Tianli Composite leading in transaction values at 710.43 million yuan, 604.46 million yuan, and 530.99 million yuan, respectively [1]. - In terms of trading activity, 19 stocks had a turnover rate exceeding 10%, with 5 stocks exceeding 20%. The highest turnover rates were recorded for Dapeng Industrial (52.23%), Beikang Detection (46.74%), and Jiangtian Technology (39.01%) [1]. Notable Stocks - Jilin Carbon Valley closed at 18.30 yuan with a gain of 23.65% and a turnover rate of 12.85% [1]. - Dapeng Industrial closed at 88.60 yuan with a gain of 14.35% and a turnover rate of 52.23% [1]. - Hongyu Packaging closed at 32.23 yuan with a loss of 23.81% and a turnover rate of 13.71% [1].

证券代码：920077 证券简称：吉林碳谷 公告编号：2025-144 吉林碳谷碳纤维股份有限公司 关于公司控股股东股权变动的进展的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、权益变动情况概述 2025年11月7日，公司披露了吉林市人民政府国有资产监督管理委员会（以 下简称"吉林市国资委"）与吉林化纤集团有限责任公司（以下简称"化纤集团"） 签署了《国兴新材料64.52%股权转让协议》。 截至本公告披露日，上述股权转让已经取得吉林市国资委批准，并通过了国 家市场监督管理总局的反垄断审查。上述具体内容详见于2025年11月7日与2025 年12月11日，在北京证券交易所披露的《关于公司控股股东股权控制结构变动的 提示性公告》（公告编号：2025-127）与《关于公司控股股东股权控制结构变动 的进展公告》（公告编号2025-140）。 二、进展情况 本次股权变动后，化纤集团持有国兴新材料54.84%的股权。公司控股股东仍 为国兴新材料，间接控股股东变更为化纤集团，实际控制人仍为吉林市国资委。 ...