Group 1 - The A-share market continues its longest winning streak, with the Shanghai Composite Index reaching a 10-year high of 4085.77 points, marking 14 consecutive days of gains and nearing the 4100-point mark [1][7] - A significant sell order of 492,200 lots from CITIC Securities, valued at approximately 1.45 billion yuan, was observed near the market close, indicating potential selling pressure [1][7] - Previous instances of large sell orders from CITIC Securities were noted, with over 3 billion yuan and 1 billion yuan in sell orders recorded on September 17 and October 24, 2025, respectively [1][7] Group 2 - The brokerage sector experienced a notable surge, with a total inflow of 14.549 billion yuan, leading all secondary industries in the Shenwan classification [4][8] - Major brokerages, including CITIC Securities, received over 1 billion yuan in inflows, with Oriental Fortune seeing a net financing buy of 955 million yuan, the highest in over three months [4][8] - The market outlook remains positive, driven by government policies aimed at stabilizing growth and boosting the capital market, alongside a favorable liquidity environment and improved investor confidence [9]

Wind用户在金融终端输入 ACHA T(Ali ce chat) 千亿级参数智能模型， 能理解复杂金融概念 20年金融数据沉淀，分析能力媲美行业专家 手机和电脑实时联动，确保随时随地高效响应 为用户提供智能化的工作新体验 1月7日，A股再度小幅收涨，上证指数实现14连阳，市场仍然强劲。 不过个股有异动，中信证券现巨额资金压单。Wind数据显示，中信证券卖一出现49.22万手卖单，按照收盘价计算，卖单金额达14.52亿元。 | く 日 | 中信证券(600030) | | | --- | --- | --- | | 闭市 01-07 15:00:03 通 融 | | | | 29.50 额 68.3亿 股本 148亿 市盈™ 15.58 | | 万得 营口 | | -2.29% 换 1.88% 市值 4310亿 市净 1.56 -0.69 | | | | 分时 五日 日K 周K 月K 更多 ◎ | | | | 叠加 | 均价: 29.76 盘口 资金 | | | 30.98 | 2.62% 卖5 29.54 621 | | | | 卖4 29.53 2507 | | | | 卖3 29.52 79 卖2 29 ...

近日，中金公司、方正证券、中信证券等多家机构发布研报，一致看好2026年保险行业的复苏与增长前 景。专家认为，这将是"具备保险经营能力的保险企业的黄金时代"。保险行业迎接未来的关键在于"打 造自适应的保险经营能力、构建可持续的保险商业模式、重构高质量的保险发展逻辑"。 站在"十四五"收官与"十五五"即将开启的历史交汇点，保险业正立于新一轮发展周期的起点。近日，中 金公司、方正证券、中信证券等多家机构发布研报，一致看好2026年保险行业的复苏与增长前景。业界 普遍认为，在资产端改善与负债端转型的双重驱动下，保险业有望真正步入高质量发展阶段，主要上市 险企将迎来资产负债共振的"黄金时代"。 从"规模驱动"转向"经营驱动" 中金公司在《保险2026年展望：再迎黄金时代》中提出，2026年寿险行业将再次进入黄金发展期，负债 端呈现更积极的发展趋势。行业投资逻辑将从"寻求存量业务的重估修复"转向"给予成长能力估值溢 价"，优质公司的核心经营优势有望重新凸显。 在寿险领域，中金公司认为，新业务将保持快速增长，刚性成本进一步下降，产品结构趋于多元化。优 质公司业务结构优化更为显著，新业务质量与同业分化加大。行业客群持续向上 ...

据财联社盯盘数据显示，中信证券卖一现超14.5亿元巨额压单，最终收盘集合竞价成交超1亿元。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 此前在2025年9月17日和10月24日收盘集合竞价，中信证券曾分别出现超30亿和10亿元压单。 | 复权 盛加 多股 绕计 | 田区 F10 | 标记 +自选 返回 | | L 600030 中信证券 | | | | 闪电卖出 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 闪电买 | | | | | | | 32.50 | 变比 | -98.02% 李芳 | -49 / | 撤单查询 | | 条件预警 | | | | | | | 29.54 | 183.47 | | | | | | | | 32.00 | | | | 600030 | 单季 同季 财报 更多 | | | | | | | 录加 | 29.53 | 740.37 | | | | | | | | | | 29.52 | 23.37 | 10.7 ...

明明：综合判断，我们预计2026年我国GDP的增长目标仍会处于世界主要经济体的领先位置。 以下为对话全文，经21世纪经济报道记者整理。 谈国内经济整体预期： 财政政策将保持温和扩张 从驱动因素看，财政发力以及政策协同下的内需回暖和投资止跌回稳将是主要支撑；挑战则在于房地产 市场持续调整的影响、居民和企业信心修复节奏以及外部环境的不确定性。 21世纪经济报道记者余纪昕 2025年，国内资本市场表现出强劲韧性与活力。权益市场主要指数一度突破4000点，科技、银行等板块 表现亮眼；股债轮动之下，资金流向持续变化。站在"十五五"起点，中央经济工作会议已为2026年作出 部署，稳增长政策有望持续加码，市场信心有望进一步提升。同时，如何更好释放消费潜力、优化产业 结构，也将成为谱写高质量发展新篇章的关键动力。 在此背景下，21世纪经济报道专访了中信证券首席经济学家明明。明明指出，在"三驾马车"中，未来消 费将继续温和回升，成为经济增长的主要动力。新增专项债额度有望达到5万亿元，用于"两新""两 重"建设的超长期特别国债规模或将维持在1.3万亿元。在政策靠前发力下，或带动长债收益率全年呈 现"先下后上"的走势。 21世纪： ...

Core Viewpoint - CITIC Securities has experienced fluctuations in stock price and trading volume, with a recent decline of 2.05% on January 7, 2023, while showing a year-to-date increase of 3.00% [1] Group 1: Stock Performance - As of January 7, 2023, CITIC Securities' stock price was reported at 29.57 yuan per share, with a total market capitalization of 438.24 billion yuan [1] - The stock has seen a trading volume of 4.167 billion yuan, with a turnover rate of 1.14% [1] - Year-to-date, the stock has increased by 3.00%, with a 5-day increase of 2.18%, a 20-day increase of 3.03%, and a 60-day increase of 1.27% [1] Group 2: Financial Performance - For the period from January to September 2025, CITIC Securities reported operating revenue of 55.815 billion yuan, reflecting a year-on-year growth of 20.96% [2] - The net profit attributable to shareholders for the same period was 23.159 billion yuan, representing a year-on-year increase of 37.86% [2] Group 3: Shareholder Information - As of September 30, 2025, the number of CITIC Securities shareholders was 669,400, an increase of 1.64% from the previous period [2] - The average number of circulating shares per shareholder was 18,192 shares, a decrease of 1.61% from the previous period [2] - The company has cumulatively distributed dividends of 88.704 billion yuan since its A-share listing, with 22.009 billion yuan distributed in the last three years [3]

Group 1 - The core viewpoint of the news highlights the strong performance of CITIC Securities, with a notable increase in stock price and significant trading volume on January 6, 2025 [1] - On January 6, CITIC Securities' stock rose by 2.93%, with a trading volume of 10.055 billion yuan, and a net financing purchase of 28.07 million yuan [1] - The total margin financing and securities lending balance for CITIC Securities reached 17.663 billion yuan as of January 6, 2025, indicating a high level of activity in both financing and lending [1] Group 2 - CITIC Securities, established on October 25, 1995, operates in various sectors including securities brokerage, underwriting, asset management, and proprietary trading, with a revenue composition of 43.88% from investment business, 28.21% from brokerage, 18.21% from asset management, 6.22% from underwriting, and 3.49% from other businesses [2] - For the period from January to September 2025, CITIC Securities reported a revenue of 55.815 billion yuan, reflecting a year-on-year growth of 20.96%, and a net profit attributable to shareholders of 23.159 billion yuan, up 37.86% year-on-year [2] Group 3 - CITIC Securities has distributed a total of 88.704 billion yuan in dividends since its A-share listing, with 22.009 billion yuan distributed over the past three years [3] - As of September 30, 2025, the top ten circulating shareholders of CITIC Securities include Hong Kong Central Clearing Limited, which holds 500.1 million shares, a decrease of 83.4469 million shares from the previous period [3] - New institutional shareholders include the Guotai CSI All-Share Securities Company ETF, holding 252 million shares, while other major shareholders have also seen reductions in their holdings [3]

责任编辑：史丽君 责任编辑：史丽君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 中信证券发布研报称，首予携程集团-S（09961）"买入"评级，对应目标价660港元。报告表示，近期携 程集团因自身舆论及国际政治波动对出境旅游造成的潜在负面影响，股价波动。该行认为，短期舆论影 响可控，长期而言，集团作为OTA龙头份额大概率不会降低，且对整体业绩影响较小。 该行预计，2026年携程集团境内收入增9%、出境增12%、纯海外增34%，整体收入增速13%，经调整净 利润225.8亿人民币。当前估值约16.5倍，低于历史估值中枢的18倍，建议逢低布局。展望2026年，该行 预计境内酒店价格逐步企稳回升、竞争格局相对稳定的背景下公司境内酒店业务增速有望持续领先行 业，同时Trip.com有望驱动海外业务延续高增长，携程有望持续实现份额提升与利润释放。 中信证券发布研报称，首予携程集团-S（09961）"买入"评级，对应目标价660港元。报告表示，近期携 程集团因自身舆论及国际政治波动对出境旅游造成的潜在负面影响，股价波动。该行认为，短期 ...

股东集体退场背后，是博纳影业持续恶化的基本面。2022年至2025年前三季度，公司累计亏损超26亿 元，2025年前三季度亏损达11.1亿元。高成本主投影片《蛟龙行动》（投资10亿元）票房仅3.93亿元， 直接导致前三季度毛利率跌至-64.51%。 2025年12月下旬，博纳影业因参投影片《阿凡达3》票房不及预期，在15个交易日内市值蒸发近80亿 元。与此同时，公司大股东中信证券投资有限公司及其一致行动人拟合计减持约2%股份。这场由爆款 预期落空引发的资本撤退，折射出影视行业"高投入、高波动"模式的脆弱性。 股价过山车：从狂热到幻灭 减持潮下的资本退场 股价暴跌之际，大股东减持计划加剧了市场担忧。中信证投及其一致行动人拟减持约2%股份，若当前 股价计算，套现规模约2.08亿元。此次减持并非孤例：2025年9月以来，阿里影业已减持至5%以下，西 藏和合等股东也陆续退出重要股东行列。 2025年12月初，因《阿凡达3》上映预期，博纳影业股价在9日内暴涨87.76%，市值一度突破183亿元。 然而影片上映后，其内地票房迅速滑落至不足12亿元（猫眼预测），远低于前作17亿元的成绩。市场信 心崩塌导致股价连续跌停，截至 ...

该行预计，2026年携程集团境内收入增9%、出境增12%、纯海外增34%，整体收入增速13%，经调整净 利润225.8亿人民币。当前估值约16.5倍，低于历史估值中枢的18倍，建议逢低布局。展望2026年，该行 预计境内酒店价格逐步企稳回升、竞争格局相对稳定的背景下公司境内酒店业务增速有望持续领先行 业，同时Trip.com有望驱动海外业务延续高增长，携程有望持续实现份额提升与利润释放。 智通财经APP获悉，中信证券发布研报称，首予携程集团-S(09961)"买入"评级，对应目标价660港元。 报告表示，近期携程集团因自身舆论及国际政治波动对出境旅游造成的潜在负面影响，股价波动。该行 认为，短期舆论影响可控，长期而言，集团作为OTA龙头份额大概率不会降低，且对整体业绩影响较 小。 ...