文｜华夏 林劼 工信部、国家能源局密集部署绿色燃料与氢能发展工作，政府工作报告明确设立国家低碳转型基金，将 氢能、绿色燃料培育为经济新增长点；同时以碳排放总量与强度双控为抓手，完善碳核算、碳足迹与碳 市场体系，推动碳排成本显性化为低碳转型提供资金支撑。高层政策密集表态为绿色燃料行业提升规模 扩张的确定性，国家低碳转型基金则从资金端强化价格与成本支撑，形成政策保"量"，资金稳"价"的双 重驱动，推动氢能与绿色燃料进入规模化、商业化提速阶段。 ▍高层各部门密集发声，产业定位国家级能源安全独立自主战略，发展空间极其广阔。 工信部2026年2月3日党组会议中强调发挥新型举国体制优势，推动氢能等领域攻关突破。2026年3月3 日，国家能源局召开绿色燃料产业发展专题座谈会，明确绿色燃料产业发展是党中央、国务院决策部署 的战略由国家发展改革委、国家能源局贯彻落实。绿色燃料发展事关国家能源自主可控，是绿电的非电 消纳形式，也是化石能源的具体替代形式。绿色燃料的使用可以减少我国原油对外依存度，减少国际能 源供应链风险。"风光 – 绿电（电能） – 绿色燃料（化学能）"的消纳链条提升了我国能源消费中的绿电 占比而又避免了对电网造 ...

Investment Rating - The report maintains an "Overweight" rating for the securities and banking sectors, while suggesting a cautious approach towards the insurance sector [10]. Core Insights - The report highlights the continuation of loose monetary policy and active fiscal measures, with expectations for further interest rate cuts and reserve requirement ratio reductions to support credit expansion [13][37]. - The government work report emphasizes the importance of enhancing financial services for technological innovation throughout its lifecycle, which is expected to drive the recovery of investment banking activities [14][16]. - The report anticipates that the deepening of the ChiNext reform and the optimization of refinancing mechanisms will improve the inclusiveness of listing standards and refinancing policies, thereby benefiting the investment banking sector [15][17]. Summary by Sections Securities Sector - The securities market remains active, with the average daily trading volume in the A-share market increasing by 8% to 26.4 trillion yuan, and the financing balance stabilizing at 2.6 trillion yuan [2][20]. - The report expresses optimism about valuation recovery opportunities in the brokerage sector, particularly for leading firms such as CITIC Securities, Guotai Junan, and GF Securities [3][14]. Insurance Sector - In light of rising market uncertainties, the report advises investors to lower their risk appetite and focus on relatively stable insurance stocks, such as China Pacific Insurance and AIA Group [31]. Banking Sector - The government work report indicates a commitment to a loose monetary policy and proactive fiscal measures, with expectations for a 300 billion yuan special government bond issuance to support large banks' capital replenishment [37][38]. - The report recommends quality banking stocks, including Chengdu Bank, Nanjing Bank, and Shanghai Bank, highlighting their strong dividend attributes and defensive value in the current environment [3][37].

格隆汇3月10日丨根据联交所最新权益披露资料显示，2026年3月6日，中国铝业(02600.HK)遭中信证券资产管理有限公司在场内以每股均价13.6635港元减持 1801.4万股，涉资约2.46亿港元。 减持后，中信证券资产管理有限公司最新持股数目为419,468,000股，持股比例由11.09%下降至10.64%。 | 股份代號: | 02600 | | --- | --- | | 上市法國名稱: | 中國鋁業股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 10/02/2026 - 10/03/2026 | | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的有關事件的日 相關法 | | --- | --- | --- | --- | --- | --- | | | 股份數目 | 原因 | | | 請參閱上述*註 有投票權股期(日/月/ 份權益 | | | | | | | 份自分比 细 | | CS20260310E00067 | 中信证券资产管理有限公司 | 1201(L) | 18.014. ...

Group 1 - CITIC Securities Asset Management Company reduced its stake in China Aluminum (601600) (02600) by 18.014 million shares at a price of HKD 13.6635 per share, totaling approximately HKD 246 million [1] - After the reduction, CITIC Securities holds approximately 419 million shares, representing a holding percentage of 10.64% [1]

Group 1 - CITIC Securities Asset Management Company reduced its stake in China Aluminum (02600) by 18.014 million shares at a price of HKD 13.6635 per share, totaling approximately HKD 246 million [1] - After the reduction, CITIC Securities holds approximately 419 million shares, representing a holding percentage of 10.64% [1]

（记者 王晓波） 每经头条（nbdtoutiao）——专访全国政协常委、中国民航局原局长冯正霖：提振消费要与发展新兴产 业协同发力，低空经济蕴藏万亿元经济规模 每经AI快讯，中信证券（SH 600030，收盘价：26.13元）3月10日晚间发布公告称，截至公告披露日， 公司及控股子公司对外担保总额为人民币2078.28亿元（全部为公司及其控股子公司对其控股子公司提 供的担保），占公司最近一期经审计净资产的比例为70.9%。公司无逾期担保。 ...

证券代码：600030 证券简称：中信证券 公告编号：临2026-017 中信证券股份有限公司 关于间接子公司发行中期票据 并由全资子公司提供担保的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 担保对象及基本情况 | | 被担保人名称 | 本次担保金额 | 实际为其提供的担保余额 | 是否在前期 | 本次担保是 | | --- | --- | --- | --- | --- | --- | | | | | （不含本次担保金额） | 预计额度内 | 否有反担保 | | CSI MTN | Limited | 980万美元 | 33.55亿美元 | 是 | 否 | 累计担保情况 | 对外担保逾期的累计金额（万元） - | | | --- | --- | | 截至本公告日上市公司及其控股子 公司对外担保总额（亿元） | 2,078.28 | | 对外担保总额占上市公司最近一期 经审计净资产的比例（%） | 70.90 | | 特别风险提示 | 担保金额（含本次）超过上市公司最近一期经审计净 | | | 资产 ...

海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 茲載列中信証券股份有限公司（「本公司」）在上海證券交易所網站刊登的本公司關於間 接子公司發行中期票據並由全資子公司提供擔保的公告，僅供參閱。 承董事會命 中信証券股份有限公司 董事長 張佑君 中國北京 2026年3月10日 於本公告刊發日期 ，本公司執行董事為張佑君先生 、鄒迎光先生及張長義先生；本公司非執行董事為李艺女士 、 梁丹先生、張學軍先生、付臨芳女士及趙先信先生；本公司獨立非執行董事為李青先生、史青春先生、張健華 先生、劉俏先生及李蘭冰女士；及本公司職工董事為施亮先生。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表 任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任 何責任。 （ 於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司 ） （股份代號：6030） 证券代码：600030 证券简称：中信证券 公告编号：临2026-017 | 对外担保逾期的累计金额（万元） | - | | --- ...

Core Viewpoint - On March 10, Fuxin Technology experienced a significant stock price increase of 15.49%, reaching a closing price of 71.78 yuan, with a trading volume of 688 million yuan and a total market capitalization of 6.334 billion yuan [1][5]. Trading Activity - Fuxin Technology was listed on the "Dragon and Tiger List" due to its price increase exceeding 15% on the same day [1][5]. - The total buying amount on that day was 135 million yuan, while the total selling amount was 59.94 million yuan, resulting in a net buying of 74.74 million yuan [6]. - Major buying firms included CITIC Securities Shanghai Branch (34.10 million yuan), JPMorgan Securities (China) Shanghai (30.89 million yuan), and UBS Securities Shanghai (30.55 million yuan) [6][7]. - Major selling firms included Guotai Junan Securities Headquarters (19.50 million yuan), CITIC Securities Shanghai Branch (16.77 million yuan), and UBS Securities Shanghai (11.99 million yuan) [6][7]. Company Overview - Fuxin Technology, established on June 6, 2003, and listed on April 1, 2021, is located in Shunde High-tech Zone, Guangdong Province [3][8]. - The company's main business involves the production and operation of household appliances and semiconductor electronic devices, with revenue composition as follows: thermoelectric complete applications (33.90%), semiconductor thermoelectric devices (31.24%), semiconductor thermoelectric systems (21.21%), and others (13.65%) [3][8]. - Fuxin Technology belongs to the "Electronics - Other Electronics" industry and is associated with concepts such as optical communication, 5G, small-cap value, and copper-clad laminates [3][8]. Financial Performance - As of September 30, the number of shareholders for Fuxin Technology was 7,720, an increase of 48.58% compared to the previous period, while the average circulating shares per person decreased by 32.69% to 11,430 shares [3][8]. - For the period from January to September 2025, Fuxin Technology achieved a revenue of 419 million yuan, representing a year-on-year growth of 6.79%, while the net profit attributable to shareholders was 32.72 million yuan, a decrease of 1.70% year-on-year [3][8]. - Since its A-share listing, Fuxin Technology has distributed a total of 119 million yuan in dividends, with 52.83 million yuan distributed over the past three years [4][9].

3月10日，国晟科技（维权）涨6.83%，日振幅值达8.52%，日换手率达16.71%，收盘价18.93元，成交额 19.72亿元，总市值124.30亿元。 当日，沪深交易所公布的交易公开信息显示，国晟科技（603778）因连续三个交易日内，涨幅偏离值累 计达20%的证券登上龙虎榜。 从龙虎榜公布的三日买卖数据来看，总买入额3.32亿元，总卖出额3.37亿元，总净买-484.72万元。 其中，中信证券上海分公司买入8228.91万元，国泰海通证券湛江万豪世家买入6872.24万元，国信证券 浙江互联网分公司买入6351.03万元。 中信证券上海分公司卖出7814.33万元、国泰海通证券总部卖出7655.97万元、瑞银证券上海花园石桥路 卖出6125.38万元。 | 买入前5的营业部 | 买入额（万） | 卖出额（万） | 净额（万） | | --- | --- | --- | --- | | 中信证券上海分公司 | 8228.91 | 0.00 | 8228.91 | | 国泰海通证券湛江万豪世家 | 6872.24 | 0.00 | 6872.24 | | 国信证券浙江互联网分公司 | 6351.03 | ...