| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600036 | 招商银行 | -2.58 | 0.93 | -203476.81 | | 601169 | 北京银行 | -2.71 | 2.18 | -92629.68 | | 601166 | 兴业银行 | -2.38 | 0.61 | -51513.60 | | 600000 | 浦发银行 | -2.85 | 0.41 | -31061.75 | | 600015 | 华夏银行 | -2.81 | 0.99 | -27174.30 | | 601288 | 农业银行 | -1.71 | 0.12 | -24314.35 | | 601658 | 邮储银行 | -1.68 | 0.32 | -19835.95 | | 000001 | 平安银行 | -0.96 | 0.66 | -18038.37 | | 601398 | 工商银行 | -1.54 | 0.14 | -15404.23 | | 601988 | 中国银行 | -1.44 | 0 ...

Group 1 - The article highlights various credit card offerings from different banks, emphasizing promotional benefits for new users [5][14][16] - Specific rewards for new cardholders include discounts on travel, dining, and shopping, such as train tickets and cash vouchers [5][14][16] - The article mentions the importance of referral programs, where both the referrer and the new applicant can receive rewards upon meeting certain criteria [20] Group 2 - The article outlines the advantages of holding specific co-branded credit cards, such as those with Starbucks and Tmall, which offer unique rewards [14][11] - It discusses the convenience of managing multiple financial services through a single app, enhancing user experience [26] - The article encourages users to explore additional credit card options and promotions available through the bank's platform [28]

Group 1: Macro Research Position - The position involves in-depth research on domestic real economy or macro policies, providing forward-looking assessments and writing macro research reports [4] - Responsibilities include updating analysis frameworks, undertaking internal and external macro research projects, and providing research services to clients [4] - Candidates are required to have a master's degree in economics or finance, with a preference for a PhD, and at least 3 years of macro research experience [6] Group 2: Capital Markets Research Position (Commodity Market) - The role focuses on researching investment opportunities and risks in major commodity markets, developing research frameworks, and writing reports from short to medium-term [11] - It includes conducting in-depth studies on significant issues in the field and providing buy-side research services to internal departments [11] - Candidates should have a master's degree in economics or finance, with at least 3 years of experience in research roles within large financial institutions [12] Group 3: Regional Research Position - The position entails conducting regional comparisons and industry research, building frameworks for regional economic studies, and writing in-depth reports on key areas such as the Yangtze River Delta and Guangdong-Hong Kong-Macau Greater Bay Area [16] - Responsibilities also include researching major regional policies and providing decision-making support to leadership and clients [16] - Candidates are expected to have a master's degree, with a preference for those with a dual background in economics and engineering, and at least 3 years of relevant research experience [18]

在沪深北交易所午间出手降温后， A股多只权重股尾盘竞价再现巨额压单！ 1月14日，A股继续高开高走，但是午后风云突变，三大股指出现过山车走势，沪指翻绿，与此同时A股 成交额急剧扩大，仅155分钟成交额便突破3万亿大关，截至收盘，沪指跌0.31%，深成指涨0.56%，创 业板指涨0.82%。沪深京三市全市场成交额39868亿元，较上日成交额放量2880亿元。 板块题材上，医疗服务、AI应用板块题材成为资金进攻的核心方向，其中AI应用概念爆发，二十余只 成分股涨停，利欧股份9天6板，省广集团4连板，新华网、人民网、三江购物3连板，壹网壹创3天2板。 此前遭到资金爆炒的商业航天概念局部活跃，海格通信3连板创新高，大唐电信、佳缘科技等涨停。 值得注意的是，尾盘集合竞价上证50和沪深300多只权重股再次出现巨额压单，其中招商银行卖一位置 出现164万手（1.64亿股）压单，以招商银行40.07元/股的收盘价计算，压单金额超65亿元，而招商银行 全天成交也不过78亿元。 | | 600036 招商银行 | | | | --- | --- | --- | --- | | 委比 | -98.78% 委差 | | -163 / ...

Core Insights - The article highlights the top and bottom AH share premium rates as of January 14, with Northeast Electric (00042) leading at a premium rate of 785.25% and Ningde Times (03750) at the bottom with -12.40% [1][2]. Premium Rate Rankings - The top three AH shares by premium rate are: - Northeast Electric (00042) with a premium rate of 785.25% and a deviation value of -83.55% [2]. - Zhejiang Shibao (01057) with a premium rate of 462.65% and a deviation value of 109.56% [2]. - Junda Co., Ltd. (02865) with a premium rate of 315.07% and a deviation value of 103.82% [2]. - The bottom three AH shares by premium rate are: - Ningde Times (03750) with a premium rate of -12.40% and a deviation value of -1.93% [2]. - Heng Rui Medicine (01276) with a premium rate of -3.68% and a deviation value of -4.76% [2]. - China Merchants Bank (03968) with a premium rate of 1.84% and a deviation value of 3.83% [2]. Deviation Value Rankings - The top three AH shares by deviation value are: - Goldwind Technology (02208) with a deviation value of 110.02% [3]. - Zhejiang Shibao (01057) with a deviation value of 109.56% [3]. - Junda Co., Ltd. (02865) with a deviation value of 103.82% [3]. - The bottom three AH shares by deviation value are: - Northeast Electric (00042) with a deviation value of -83.55% [3]. - Morning Paper Industry (01812) with a deviation value of -36.42% [3]. - Nanhua Futures Co., Ltd. (02691) with a deviation value of -26.10% [3].

格隆汇1月14日｜中金公司研报指出，2023年11月起，招商银行A股股息率反超四大行，H股股息率则持 续低于四大行，可能是差异化的投资者结构带来的定价不充分。低利率时代，该行认为，招行业务成长 性外，同时具备高分红能力，A股则显著低估，主要来自：1）多元的业务结构带来的营收稳定性；2） 低负债成本、优质的客群结构、专业的风控能力带来的更稳健、可预期的信用成本。因此，在"低利率 叙事"延续、传统高股息标的股息率快速下降的背景下，认为招行的高分红属性有望被A股投资者逐步 认可，静态测算A股股息率下降至四大行的水平，对应股价约25%的涨幅。维持盈利预测不变，维持 A、H股目标价58.35元、60.49港元不变。维持"跑赢行业"评级。 ...

格隆汇1月14日｜中金发表报告指，在低利率叙事延续、传统高股息标的股息率快速下降的背景下，招 行的高分红属性有望被A股投资者逐步认可，静态测算A股股息率下降至四大行的水平，对应股价约 25%的涨幅。中金维持对招行盈利预测不变，维持A、H股目标价58.35元、60.49港元不变，评级均 为"跑赢行业"。 MACD金叉信号形成，这些股涨势不错！ ...

Core Insights - The "2026 Corporate Compensation Health Benefits Forum" was successfully held in Shenzhen, focusing on global health benefit trends, domestic policy responses, and corporate health solutions [1][4] - The forum highlighted the importance of employee health for organizational resilience and sustainable development, aligning with national strategies to prioritize health [1][2] Group 1: Company Strategies - Cigna's Asia Pacific CEO Robert Peat emphasized the introduction of the Cigna Care 2.0 program to optimize healthcare resource utilization and enhance service quality amid medical inflation challenges [3] - Cigna aims to establish a strong brand reputation in health services, focusing on integrating quality medical resources, innovating health management solutions, and building a professional health management team [2][3] Group 2: Industry Trends - The white paper "2025 China Corporate Health Benefits White Paper" was launched, analyzing the latest trends and practices in corporate health benefits, proposing comprehensive solutions centered around group insurance [4] - The evolution of corporate health insurance in China has transitioned through four stages, with current challenges including cost control and personalized solutions [3] Group 3: Health Needs and Innovations - Trends in employee health needs include younger onset of diseases, changes in workplace illness patterns, and the prevalence of nodules, indicating a shift in health management focus [5] - The forum incorporated interactive technology experiences, showcasing innovations in health services, such as video consultations and AI assessments, reflecting Shenzhen's technological advancements [5][6] Group 4: Financial Services Integration - China Merchants Bank provides a comprehensive financial service system for enterprises, including payroll, employee benefits, and human resource management, aimed at improving efficiency and reducing digital transformation costs [2][6] - The collaboration between Cigna and China Merchants Bank aims to empower enterprises and safeguard talent, contributing to the stable development of the real economy [6]

Group 1 - The core viewpoint of the article highlights the target price increases for several listed companies, with significant growth percentages noted for招商银行 (China Merchants Bank), 潮宏基 (Chao Hong Ji), and 汉朔科技 (Han Shuo Technology) [1][2] - The target price increases for the top companies are as follows: 招商银行 at 41.87%, 潮宏基 at 26.27%, and 汉朔科技 at 25.61% [1][2] - On January 13, a total of 18 listed companies received broker recommendations, with 潮宏基 receiving recommendations from 2 brokers, while 渝农商行 (Yunong Commercial Bank) and 新集能源 (Xinjie Energy) received recommendations from 1 broker each [2][3] Group 2 - Five companies received initial coverage from brokers on January 13, including 隆华科技 (Longhua Technology) and 豪能股份 (Haoneng Co.), which were rated "Buy" and "Increase" by Northeast Securities [3][4] - 桐昆股份 (Tongkun Co.) and 新凤鸣 (Xinfengming) both received "Buy" ratings from Dongwu Securities, while 江海股份 (Jianghai Co.) was rated "Buy" by Tianfeng Securities [4]

Core Viewpoint - The recent increase in shareholding by major shareholders and executives in several banks reflects confidence in the banking sector's development and may signal a potential valuation recovery for bank stocks [1][6]. Group 1: Shareholder and Executive Purchases - Yunnan Rural Commercial Bank announced that several directors and senior management purchased 192,000 shares between January 5 and January 7, 2026, at prices ranging from RMB 6.36 to RMB 6.42 per share [7]. - Nanjing Bank reported that its major shareholder, Zijin Group, increased its stake by 123,472,060 shares, representing 1.00% of the total share capital, between September 11, 2025, and January 12, 2026 [7]. - Qilu Bank disclosed that its directors, supervisors, and senior management successfully purchased 771,000 shares for a total of RMB 4.48 million, exceeding their initial commitment of at least RMB 3.5 million [2][7]. Group 2: Market Signals and Insights - Analyst Yang Haiping indicated that the increase in shareholding sends three signals: it supplements the capital of listed banks, demonstrates shareholder confidence in future performance, and may serve as a catalyst for valuation recovery [8]. - The insurance sector is increasingly investing in bank stocks, with significant purchases from companies like Ping An Life, reflecting a strategic long-term choice rather than a short-term tactical adjustment [9]. Group 3: Future Outlook - Multiple institutions predict that the trend of increasing interest in bank stocks will continue into 2026, with a focus on the dividend attributes of bank shares attracting long-term capital [10]. - Analysts believe that the valuation of bank stocks remains low, suggesting further potential for appreciation in the banking sector [11].