转自：新华财经 紫金矿业"最赚钱" 周期股优势明显 数据显示，602家预计2025年实现盈利的公司中，紫金矿业以520亿元的预告净利上限居首，洛阳钼业以208亿元的预告净利上限紧随其后。 预告盈利规模前10位的上市公司还包括了立讯精密、牧原股份、药明康德、宝丰能源、上汽集团、盐湖股份、招商轮船和华友钴业。其中上汽集团预计净利 同比增长438%-558%，在10家公司中增速排名第一。而牧原股份预计同比净利下滑12.2%-17.79%，是10家公司中唯一一家预计净利出现下滑的公司。 从行业来看，盈利规模前10位公司中有3家有色金属行业公司，分别是紫金矿业、洛阳钼业和华友钴业，再加上化工行业的宝丰能源和盐湖股份，周期股占 比达到一半。 | 代码 名称 | | 净利下限(万元) 净利上限(万元) 增长下限 增长上限 | 浄利同比 浄利同比 | | | --- | --- | --- | --- | --- | | | | | (%) | (%) | | 601899.SH 紫奈矿业 | 5,100,000.00 | 5,200,000.00 | 59.00 | 62.00 | | 603993.SH 洛阳钼亦 | 2 ...

1月22日，公司召开2025年营销总结暨2026年新春开门红专项会。公司副总经理刘瑜主持会议并讲话，各区域公司营销条线分管领导，区域公司营销中心 负责人、重点项目销售负责人、信诚智慧相关负责人参加会议。 会议要求，一是打赢新春开门红硬仗。按返乡客群特点进行项目分类施策，结合场景做特色获客，配套激励与团队关怀，凝聚冲刺氛围；二是深化营销标 准化建设。统一投前研判、首开管控等全周期标准，转化优秀项目经验为管理资产，沉淀组织能力，筑牢新业务基础；三是落实降本增效要求。树立"过 紧日子"思想，明确费用压降目标，压缩低效投入、控中介成本，以收定支防超支，通过考核与数字化系统落地目标。 （来源：信达地产） 1月22日，公司召开2025年营销总结暨2026年新春开门红专项会。公司副总经理刘瑜主持会议并讲话，各区域公司营销条线分管领导，区域公司营销中心 负责人、重点项目销售负责人、信诚智慧相关负责人参加会议。 （来源：信达地产） 会议全面总结了2025年营销工作成效。2025年，房地产市场格局持续优化、竞争更趋理性，营销工作面临新的机遇与挑战。各区域公司及一线营销团队始 终坚守"敢打敢拼、目标导向"的核心价值观，凝心聚力、务 ...

联合资信公告，关注信达地产股份有限公司2025年年度业绩预亏。针对上述事项，联合资信已与公司取 得联系并了解相关情况，公司认为业绩预亏不会对公司经营和融资环境产生重大不利影响。联合资信认 为上述事项暂未对公司信用水平造成重大不利影响。综合评估，联合资信决定维持评级结果不变，公司 个体信用状况为a，外部支持提升子级个数为4个，主体长期信用等级为AA+，上述债项信用等级为 AA+，评级展望为稳定。联合资信将对公司的经营情况保持密切关注，及时评估并披露相关事项对公 司主体及相关债项信用水平可能带来的影响。 ...

除房地产开发项目交付规模减少导致营收和毛利率双降外，61.89亿元的资产减值计提是亏损的核心因 素。 长江商报记者注意到，此次减值计提范围覆盖全面，包括应收款项坏账、债权投资减值、存货跌价、投 资性房地产减值等多项资产，折射信达地产前期参与的房企纾困项目与地产投资面临的严峻考验。作为 中国信达旗下唯一的地产上市平台，信达地产过去数年深度参与房企纾困。 如今，在181.3亿元存续债的重压下，这家AMC系房企将转型的筹码押注于代建轻资产业务，试图以此 破局行业深度调整与自身经营的双重困局。对于整个行业而言，信达地产的转型尝试，也为深陷调整的 房企提供了一份轻资产转型的参考样本。 2025年预亏75亿至81亿 信达地产的业绩大幅承压。 长江商报消息 ●长江商报记者 江楚雅 地产行业深度调整，曾经的房企"救场专业户"信达地产也面临深度挑战。 1月21日，信达地产（600657.SH）发布2025年业绩预告，公司全年归母净利润预计亏损75亿元至81亿 元，较2024年7.84亿元的净亏损额，亏损幅度扩大近十倍。 与此同时，企业预警通数据显示，信达地产目前有17只存续债券，存量规模达181.3亿元，其中最新发 行的"25 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The monitored enterprises acquired a total of 30 land parcels with a total transaction amount of 14.5 billion yuan [4] - Brand real estate companies completed 4 financing transactions, totaling 8.44 billion yuan [4] Land Acquisition - In Shanghai, Yuexiu Property secured a residential land parcel in Pudong New District for 4.57 billion yuan, with a floor price of 38,035 yuan/m² [8] - In Huzhou, a residential land parcel was acquired by Deqing County Transportation Engineering Construction Co. for 323 million yuan, with a floor price of 5,954 yuan/m² [9] - In Dalian, a joint venture between Poly and JinDi acquired a site for 736 million yuan, with a floor price of 7,454 yuan/m² [10] - In Wenzhou, Zhongnan Industry secured a residential land parcel for 403 million yuan, with a floor price of 12,582 yuan/m² [11] Investment Financing - Xinjing New Town Development Group successfully issued 440 million yuan in medium-term notes with a 5-year term at an interest rate of 2.7% [12][13] - Lianfa Group issued 250 million yuan in green medium-term notes with a 3+3 year term at an interest rate of 2.6% [15] - Xinda Real Estate received approval for a company bond issuance of 5.75 billion yuan [16] - Shanghai Construction Group successfully issued 2 billion yuan in medium-term notes with a 5+N year term at an interest rate of 2.9% [17] Corporate Dynamics - China Overseas Development signed a strategic cooperation agreement with Sun Hung Kai Properties to deepen collaboration in project construction and other areas [18]

（文章来源：证券日报） 证券日报网讯 1月23日，信达地产在互动平台回答投资者提问时表示，公司将发挥房地产开发专业优势 和投融资综合优势，强化集团协同，积极参与金融机构涉房业务"价值研判、价值重塑、价值提升、价 值实现"全过程管理，形成"投融建管退"的综合解决方案，助力金融机构防范化解不动产项目风险，盘 活不动产存量资产，促进金融与房地产良性循环，努力为房地产市场稳定发展贡献一份力量。 ...

证券日报网讯1月23日，信达地产（600657）在互动平台回答投资者提问时表示，公司股价及市值表现 受宏观经济、市场环境、行业政策、资本市场、经营业绩等多方面因素的影响。尤其是自2022年以来， 我国房地产市场已经持续调整四年，调整周期长，房价下跌幅度大，给房地产企业经营带来了很大的压 力，这也是导致目前房地产行业出现大面积亏损的主要原因。面对复杂严峻形势，公司将继续坚持稳健 经营，努力改善经营状况，同时也希望广大投资者继续支持公司行稳致远，共同促进公司长期可持续发 展！ ...

Group 1: Domestic News - The People's Bank of China (PBOC) emphasizes accelerating the construction of a cross-border payment system for the renminbi, aiming for a diversified and multi-layered development by 2026 [2] - The Ministry of Industry and Information Technology (MIIT) reports that the industrial and information sectors contributed over 40% to economic growth, with a projected 5.9% increase in industrial value added by 2025 [3] - The Ministry of Housing and Urban-Rural Development (MOHURD) plans to stabilize the real estate market by focusing on urban renewal, community construction, and improving housing sales systems [5] Group 2: International News - Former President Trump announces a framework agreement with NATO regarding Greenland, temporarily halting planned tariffs on European countries [6] - The U.S. Treasury yields show a general decline, with the 10-year Treasury yield down by 4 basis points to 4.26% [25] Group 3: Bond Market Dynamics - The bond market shows a strong performance with the 10-year government bond yield decreasing by 0.05 basis points to 1.8335% [10] - The credit bond market experiences significant price deviations, with some industrial bonds seeing price changes exceeding 10% [11] - Vanke announces a bondholder meeting where a proposal to extend the maturity of a portion of its bonds was approved [12] Group 4: Commodity Market - International crude oil prices rise, with WTI crude up 0.43% to $60.62 per barrel, and natural gas prices surge nearly 30% to $5.040 per million British thermal units [7] Group 5: Equity and Convertible Bond Market - The equity market sees a collective rise, with major indices increasing, and the convertible bond market also reflects this trend with major indices up by approximately 0.90% [21] - The convertible bond market records a trading volume of 912.89 billion yuan, with 308 out of 385 bonds rising in value [21]

Group 1 - Greenland crisis has seen a turnaround with a framework agreement reached between the US and NATO regarding Greenland, which could benefit the US and NATO member countries [5] - The European Parliament has indefinitely frozen the review of the EU-US trade agreement due to threats to EU sovereignty and territorial integrity [6] - The People's Bank of China is accelerating the construction of a cross-border payment system for the renminbi and implementing strict regulatory measures for payment institutions [7] Group 2 - The cosmetics market in China is projected to exceed 1.1 trillion yuan by 2025, with domestic brands capturing over 57% market share [23] - China has become the world's largest exporter of machine tools, surpassing Germany with a 21.6% share of global exports [24] - The successful trial of automatic formation operation for heavy-duty trains in China marks a significant change in railway freight control [25] Group 3 - SpaceX plans to complete its IPO by July this year, as stated by CEO Elon Musk [27] - Xibei Catering has completed its Series A financing, with new investors including Zhang Yong, founder of New Rongji [28] - Apple is set to transform Siri into its first chatbot product by the second half of 2026, utilizing Google's Gemini model [29] Group 4 - TSMC's 3nm production capacity is fully booked until 2027 due to surging demand from artificial intelligence [30] - China Nuclear Power and Alibaba have established a nuclear energy company with a registered capital of 250 million yuan [31] - The download volume of Alibaba's Qianwen series models has surpassed 1 billion, making it the first open-source large model to achieve this milestone [32]

对于格陵兰岛，特朗普表示，格陵兰岛是北美的一部分，这是美国的领土。它是国家战略安全所必需的，寻 求立即谈判收购格陵兰岛，不会动用武力夺取格陵兰岛。 特朗普最新演讲！谈及多个热门话题 当地时间1月21日，美国总统特朗普在瑞士达沃斯发表演讲。他在演讲中提及美联储主席、格陵兰岛等多个热 门话题。 对于新任美联储主席候选人，特朗普表示，美联储主席鲍威尔在利率问题上行动太迟了，在不久的将来宣布 新的美联储主席人选。 第 803 期 2026-01-22 焦点事件 特朗普：已就格陵兰岛未来合作制定框架，暂时不会加征关税 美国总统特朗普21日在社交媒体发文称，他已经同北约秘书长吕特就未来达成有关格陵兰岛的协议制定了框 架，因此不会实施原定于2月1日生效、对欧洲8国加征关税的措施。 两大央企换帅！涉及7家上市公司 1月21日，国务院国资委公布了7户中央企业14名领导人员职务任免情况。 两家央企集团旗下共有七家上市公司。其中保利集团境内外控股上市公司5家，分别为：保利发展、保利置业 集团、中国海诚、保利联合、保利物业；中盐集团旗下上市公司分别为中盐化工和红四方。 其中，申兆军任中国盐业集团有限公司党委书记、董事长；免去李耀强的 ...