格隆汇1月16日丨苏美达(600710.SH)公布，近日，公司收到环保产业基金管理人发来的通知，环保产业 基金目前存续期限已届满，已向苏美达集团、成套公司预分配投资本金和投资收益共计2410万元。并拟 对环保产业基金实施解散并清算，由普通合伙人中咨华盖担任清算人成立专项清算组，负责本合伙企业 结算清算事宜。清算完成后，普通合伙人将编制符合中国基金业协会相关法律法规的《清算报告》并在 中国基金业协会的"资产管理业务综合报送平台"完成本合伙企业的清算备案。同时，普通合伙人将代表 本合伙企业向登记机关办理工商注销登记，办理完成后正式解散。 ...

格隆汇1月16日丨苏美达(600710.SH)公布，2026年1月16日，苏美达股份有限公司召开第十届董事会第 二十一次会议，审议通过了《关于聘任公司副总经理的议案》，根据公司工作安排，同意聘任王申涛先 生、何隽先生为公司副总经理，聘期与公司第十届董事会任期一致。董事会审议前，该事项已经公司提 名委员会审议通过。 ...

重要内容提示： | 投资金额（万元） | 9,900 | | | | | --- | --- | --- | --- | --- | | 投资标的名称 投资进展阶段 | 中咨苏美达（海宁）环保产业投资合伙企业（有限合伙） 完成 | ☑终止 | 交易要素变更 | 进展 | 一、合作投资基本概述情况 苏美达股份有限公司 证券代码：600710 证券简称：苏美达 公告编号：2026-009 苏美达股份有限公司 关于子公司参与投资的环保产业基金 实施清算的公告 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。 2019 年 4 月，苏美达股份有限公司（以下简称"公司"）为支持生态环保 业务的发展，同时借助专业管理机构寻找和储备优质项目资源，公司全资子公司 江苏苏美达集团有限公司（以下简称"苏美达集团"）及其控股子公司江苏苏美 达成套设备工程有限公司（以下简称"成套公司"）与中咨华盖投资管理（上海） 有限公司（以下简称"中咨华盖"）共同出资 1 亿元人民币投资设立中咨苏美达 （海宁）环保产业投资合伙企业（有限合伙）（以下简称"环保产 ...

苏美达股份有限公司 苏美达股份有限公司董事会 2026 年 1 月 17 日 关于聘任副总经理的公告 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。 2026 年 1 月 16 日，苏美达股份有限公司（以下简称"公司"）召开第十届 董事会第二十一次会议，审议通过了《关于聘任公司副总经理的议案》，根据公 司工作安排，同意聘任王申涛先生、何隽先生为公司副总经理（简历见附件）， 聘期与公司第十届董事会任期一致。董事会审议前，该事项已经公司提名委员会 审议通过。 经审查，王申涛先生、何隽先生具备担任公司高级管理人员的任职资格、专 业能力和条件，不存在《中华人民共和国公司法》规定的不得担任上市公司高级 管理人员的情形；未受到过中国证监会及其他有关部门的处罚和惩戒，不存在被 中国证监会认定为市场禁入者且尚未解除的情况。除附件中任职情况外，王申涛 先生、何隽先生与公司董事、高级管理人员、实际控制人及持股 5%以上的股东 不存在关联关系。公司对王申涛先生、何隽先生的聘任程序符合有关法律、法规 及《公司章程》的规定。截至本公告日，王申涛先生、何 ...

苏美达股份有限公司 证券代码：600710 证券简称：苏美达 公告编号：2026-007 一、 关于聘任公司副总经理的议案 苏美达股份有限公司 第十届董事会第二十一次会议决议公告 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。 苏美达股份有限公司（以下简称"公司"）第十届董事会第二十一次会议通 知及相关资料于 2026 年 1 月 12 日分别以书面、电子邮件方式向全体董事发出， 会议于 2026 年 1 月 16 日以通讯方式召开。本次会议应出席董事 9 人，实际出席 董事 9 人。本次会议的通知、召开及表决程序符合《中华人民共和国公司法》等 有关法律、行政法规、部门规章、规范性文件和《公司章程》的有关规定，决议 合法有效。本次会议审议通过了以下议案： 苏美达股份有限公司董事会 2026 年 1 月 17 日 具体内容请见同日在上海证券交易所网站（www.sse.com.cn）披露的《关于 聘任副总经理的公告》（公告编号：2026-008）。 本议案在董事会审议前已经公司董事会提名委员会审议通过。 表决结果：赞成票 9 票， ...

Group 1 - The trade sector increased by 1.57% on January 15, with Wukuang Development leading the gains [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] - Wukuang Development's stock price rose by 9.98% to 12.67, with a trading volume of 173,000 shares and a transaction value of 219 million yuan [1] Group 2 - The trade sector experienced a net outflow of 47.42 million yuan from institutional investors, while retail investors saw a net outflow of 39.23 million yuan [2] - Jiangsu Guotai had a net inflow of 34.96 million yuan from institutional investors, while also experiencing a net outflow of 59.87 million yuan from retail investors [3] - Nanjing Commercial Travel saw a net inflow of 34.22 million yuan from institutional investors, with a net outflow of 53.55 million yuan from retail investors [3]

Market Overview - The trade sector experienced a decline of 1.15% on January 13, with Kerryde leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Stock Performance - Notable stock performances in the trade sector included: - CITIC Metal (601061) closed at 15.15, up 0.53% with a trading volume of 294,300 shares and a turnover of 447 million yuan [1] - Jiangsu Guotai (002091) closed at 9.02, down 0.33% with a trading volume of 402,700 shares and a turnover of 365 million yuan [1] - Yiyaton (002183) closed at 5.18, down 2.26% with a trading volume of 1,005,800 shares and a turnover of 528 million yuan [1] Capital Flow - The trade sector saw a net outflow of 156 million yuan from main funds, while retail investors contributed a net inflow of 165 million yuan [2] - The capital flow for specific stocks included: - Yiyaton (002183) had a main fund net outflow of 34.48 million yuan and a retail net inflow of 50.06 million yuan [3] - CITIC Metal (601061) experienced a main fund net outflow of 30.13 million yuan and a retail net inflow of 24.53 million yuan [3] - Jiangsu Guotai (002091) had a main fund net outflow of 6.51 million yuan and a retail net inflow of 18.17 million yuan [3]

Market Overview - The trade sector increased by 0.82% on January 12, with Dongfang Chuangye leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] Stock Performance - Dongfang Chuangye (600278) closed at 8.24, up 4.97% with a trading volume of 247,700 shares and a turnover of 201 million yuan [1] - Yiatong (002183) closed at 5.30, up 3.72% with a trading volume of 1,354,300 shares and a turnover of 715 million yuan [1] - Nanjing Shanglv (600250) closed at 12.01, up 2.04% with a trading volume of 267,900 shares and a turnover of 320 million yuan [1] - Other notable stocks include Zhongcheng Co. (000151) at 12.43, up 1.39%, and Chimon Fashion (600287) at 5.69, up 0.71% [1] Capital Flow - The trade sector experienced a net outflow of 129 million yuan from institutional investors, while retail investors saw a net inflow of 27.29 million yuan [2] - The overall capital flow indicates that speculative funds had a net inflow of 102 million yuan [2] Individual Stock Capital Flow - Zhongcheng Co. (000151) had a net inflow of 12.02 million yuan from institutional investors, while it faced a net outflow of 6.73 million yuan from speculative funds [3] - Dongfang Chuangye (600278) saw a net inflow of 5.46 million yuan from institutional investors, with a net outflow of 1.95 million yuan from speculative funds [3] - Jiangsu Guotai (002091) had a net inflow of 1.18 million yuan from institutional investors and a significant net inflow of 21.25 million yuan from speculative funds [3]

Investment Rating - The report assigns an "Accumulate" rating for the industry [1] Core Insights - The report recommends focusing on sectors such as the travel industry chain, gold and jewelry, and AI applications [3] - The investment highlights include the ongoing recovery in consumer spending, particularly in tourism and retail sectors, driven by favorable policies [4] Summary by Relevant Sections Investment Highlights - Key companies to watch include OTA platforms (Ctrip, Tongcheng), hotels (Atour, Huazhu, ShouLai, JinJiang, JunTing), and scenic spots (Emei Mountain, Three Gorges Tourism, Changbai Mountain) [4] - Significant improvement in competitive landscape noted for companies like Caibai Co. and Huatu Shanding [4] - AI application trends are gaining momentum with companies such as Kangnait Optical, Qingmu Technology, Tianli International Holdings, and Focus Technology [4] - Impressive sales data in the duty-free sector, particularly for China Duty Free Group [4] - Other undervalued companies highlighted include Laopu Gold, Sumida, Jiangsu Guotai, Action Education, and China Oriental Education [4] Market Performance - The retail sector saw a 4.43% increase last week, while the consumer services sector rose by 2.54%, ranking 13th and 21st among 30 industries respectively [4] - Notable stock performances included Focus Technology (+16.4%), Tianli International Holdings (+15.5%), and JunTing Hotel (+12.1%) [4] Industry Updates - The report provides updates on key industry metrics, including a 128.9% year-on-year increase in sales during the New Year holiday for Hainan's duty-free shopping [4] - The CPI data for December 2025 showed a year-on-year increase of 0.8% [4] - The CES 2026 event in Las Vegas featured over 50 Chinese brands showcasing smart glasses [4] - IKEA China announced the closure of seven large stores starting February 2, 2026, shifting focus to smaller stores and online channels [4]

在国家大力推动新质生产力发展、鼓励国有资本向战略性新兴产业集中的政策导向下，央企重组整合再 添重磅案例。 1月7日， 苏美达 （600710.SH）公告称，公司拟购买控股股东 国机集团 下属国机资产所持 蓝科高新 6000万股股份，约占蓝科高新总股本的16.92%，交易总价款为4.03亿元。 此次交易完成后，苏美达对蓝科高新的持股比例将升至21.72%，正式成为其控股股东。苏美达也将借 此完善在 高端装备 制造领域的产业链布局，持续提升在战略性新兴产业中的市场份额与核心竞争力。 作为国机集团核心上市平台，苏美达近年来通过双链协同，实现"产业链+供应链"全链条价值重构，盈 利能力稳健增长。2025年前三季度，公司实现营收874.23亿元、归母净利润11.04亿元，延续增长态势。 拟4.03亿购买蓝科高新16.92%股份 双链协同业绩稳增 公开资料显示，苏美达成立于1978年，系国机集团的重要成员企业。经过40多年的发展，其已成为一家 在产业链拓展与供应链运营领域颇具市场规模和品牌影响力的国际化、多元化企业集团。2016年，苏美 达正式登陆资本市场实现整体上市。 近年来，苏美达的经营业绩在持续增长。2020年—2 ...