零售概念逆势拉升，上海九百涨停，新华百货一度5连板，合百集团、银座股份、利群股份等跟涨。 | | 名称 | 张帽� | | --- | --- | --- | | 1 | 上海九百 +10.01% | | | 2 | 合百集团 | +6.21% | | 3 | 汇通能源 | +6.18% | | ঘ | 万辰集团 | +5.74% | | 5 | 新华百货 | +5.65% | | 6 | *ST南置 | +5.14% | | 7 | 银座股份 | +4.81% | | 8 | 利群股份 | +4.30% | | 9 | 德必集团 | +4.24% | | 10 | 中国中免 | +3.90% | 国家发展改革委国民经济综合司司长周陈表示，在提振内需方面，目前，正在研究制定稳岗扩容体制行 动和城乡居民增收计划，目的就是增强居民的消费能力，优化消费升级。2026年，将推动实施服务业扩 能提质行动，推出一批具有含金量的政策，加力支持服务业优质高效发展。 相关行业： 实体零售：随着扩大内需政策持续推进，线下消费场景将不断得到激活，拥有成熟线下门店网络、能够 提供沉浸式购物体验的实体零售企业，将直接受益于客流回升与消 ...

Core Viewpoint - The A-share consumer sector has experienced a strong rebound since the beginning of 2026, driven by continuous policy support, with retail stocks like Xinhua Department Store leading the surge [2][5]. Group 1: Retail Sector Performance - Xinhua Department Store's stock has achieved a four-day limit-up streak, closing at 20.70 yuan per share on January 19, 2026, with a year-to-date increase of 52.77%, significantly outperforming the broader market and retail sector index [3]. - Other retail stocks, such as Guangbai Co., Sanjiang Shopping, and Maoye Commercial, have also shown significant gains in January, with increases of 27.81%, 18.49%, and 18.21% respectively [5]. - The trading activity for Xinhua Department Store has been notable, with turnover rates reaching as high as 22.45% on January 16, indicating high market interest and trading volume [3]. Group 2: Company Fundamentals - Xinhua Department Store, as the largest retail enterprise in Ningxia, has a diverse business model that includes retail, logistics, and commercial property leasing, contributing to its strong market presence [4]. - The company's revenue has shown steady growth, with figures of 58.83 billion yuan in 2022, 60.65 billion yuan in 2023, and projected revenues of 61.16 billion yuan for 2024 [4]. Group 3: Policy Support - The central government's economic work conference has prioritized domestic demand and the construction of a strong domestic market as key tasks for 2026, which is expected to boost the consumer market [7]. - Specific policies, such as large-scale equipment updates and consumer goods replacement programs, have been implemented to stimulate consumption, providing a strong impetus for the retail sector [7][8]. - Additional supportive measures include financial policies aimed at enhancing consumer capacity and promoting service sector growth, further solidifying the foundation for consumer market recovery [8].

Group 1 - The A-share market is experiencing short-term fluctuations due to a cooling of investor sentiment, but the overall bull market pattern remains unchanged [1][7] - The market is entering a low volatility phase, with speculative sentiment decreasing, yet small-cap stocks are leading the gains and financing balances continue to rise, indicating that funds are still seeking flexibility [7] - Short-term market sentiment is still relatively high, and if there are catalysts in fundamentals or liquidity, the overall trend of A-shares may move upward [7] Group 2 - The Supreme People's Procuratorate has made deployments to utilize legal power to serve high-quality development, emphasizing the need to maintain economic and financial security and to combat serious economic crimes [4] - The China Securities Regulatory Commission (CSRC) has imposed a three-year market ban on Jin Yongrong for illegal stock recommendations and reverse trading, highlighting regulatory actions against market manipulation [5] - Several companies are facing significant financial challenges, with projected losses for 2025 including Tianhe Solar with a net profit loss of 6.5 billion to 7.5 billion yuan and other firms like Water Well and Yatai Group also expecting substantial losses [6]

股票交易异常波动公告 特别提示 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个别及连带责任。 重要内容提示： 银川新华百货商业集团股份有限公司（以下简称"公司"）股票于 2026 年 1 月 16 日、1 月 19 日连续两个交易日内收盘价格涨幅偏离值累计达到 20%。 根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。公 司股价短期涨幅较大，存在非理性炒作风险，公司提醒广大投资者注意二级市场 交易风险，理性决策，审慎投资。 证券代码:600785 证券简称:新华百货 编号:2026-005 银川新华百货商业集团股份有限公司 公司存在滚动市盈率较高的风险，根据同花顺数据显示，截至 2026 年 1 月 19 日，公司滚动市盈率为 34.98，公司所属的行业分类"零售业"的滚动市 盈率为 28.75，公司滚动市盈率高于同行业数值。公司提醒广大投资者注意二级 市场交易风险，理性决策，审慎投资。 经公司自查并向控股股东、实际控制人问询，除公司已披露的事项外， 不存在应披露而未披露的重大事项。 公司控股股东协议转让股份事项存 ...

新华百货公告，公司股票于2026年1月16日、1月19日连续两个交易日内收盘价格涨幅偏离值累计达到 20%，属于股票交易异常波动情形。公司控股股东物美科技集团有限公司于2026年1月13日与杭州景祺 电子信息合伙企业（有限合伙）、厦门联芯美企业管理合伙企业（有限合伙）分别签署了《股份转让协 议》。目前协议受让各方尚未进行股权转让资金的支付，本次权益变动事项尚需取得上海证券交易所合 规性审查确认意见，并在中国证券登记结算有限责任公司上海分公司办理股份过户登记手续。 ...

证券之星消息，1月19日一般零售板块较上一交易日上涨0.8%，新华百货领涨。当日上证指数报收于 4114.0，上涨0.29%。深证成指报收于14294.05，上涨0.09%。一般零售板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600785 | 新华百货 | 20.70 | 9.99% | 29.71万 | | 6.00亿 | | 002187 | 广百股份 | 9.06 | 9.95% | 67.97万 | | 5.97亿 | | 600738 | 開東国際 | 5.44 | 6.04% | 58.19万 | | 3.14亿 | | 000715 | 中兴商业 | 6.40 | 5.44% | P 29.93万 | | 1.88亿 | | 002697 | 红旗连锁 | 6.55 | 4.97% | 87.49万 | | 5.67亿 | | 000501 | 武商集团 | 11.00 | 4.76% | 29.92万 | | 3.24亿 | | 6002 ...

格隆汇1月19日｜零售、旅游等大消费板块拉升，其中，新华百货涨停，广百股份涨超7%，九华旅游、 大连圣亚、君亭酒店涨幅居前。消息面上，国常会提到研究加快培育服务消费新增长点等促消费举措。 ...

据天眼查APP显示，银川新华百货商业集团股份有限公司成立于1997年01月03日，注册资本22563.128 万人民币。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2026.01.16 | 9.99 | 22.45 | 10400.92 | | 2026.01.15 | 10.03 | 12.69 | 5607.00 | | 2026.01.14 | 9.97 | 6.04 | 7872.89 | | 2026.01.13 | -2.08 | 5.34 | -1299.93 | | 2026.01.12 | 3.00 | 6.91 | -203.51 | | 2026.01.09 | 1.89 | 4.43 | 228.55 | | 2026.01.08 | -0.58 | 3.41 | -195.47 | | 2026.01.07 | 1.62 | 4.64 | -250.25 | | 2026.01.06 | 1.64 | 3.97 | -45.90 | | 2026.01.05 | - ...

Core Viewpoint - The company has experienced significant stock price fluctuations, with a cumulative increase of 27.91% from January 13 to January 16, 2026, raising concerns about irrational speculation in the market [2][4]. Group 1: Stock Performance - The company's stock price increased by 27.91% from January 13 to January 16, 2026, indicating a substantial short-term gain [2][4]. - The stock experienced abnormal trading fluctuations, with a cumulative price deviation of 20% over three consecutive trading days [5][6]. Group 2: Share Transfer Agreement - The controlling shareholder, Wumart Technology Group Co., Ltd., signed share transfer agreements with Hangzhou Jingqi Electronic Information Partnership and Xiamen Lianxinmei Enterprise Management Partnership on January 13, 2026 [3][6]. - The share transfer is pending payment and regulatory approval from the Shanghai Stock Exchange [3][6]. Group 3: Financial Performance - For the first three quarters of 2025, the company reported revenue of approximately 4.707 billion yuan, a year-on-year decrease of 1.11% [4][6]. - The net profit attributable to shareholders was approximately 108 million yuan, reflecting a year-on-year decline of 1.29% [4][6]. Group 4: Market Rumors and Clarifications - The company has noted false statements and rumors circulating in media regarding the share transfer and potential asset injections related to semiconductors and integrated circuits [5][7]. - The company confirmed that there are no such matters as suggested by market rumors after communication with the controlling shareholder and the parties involved in the share transfer [5][7]. Group 5: Operational Status - The company's main business in commercial retail is currently operating normally, with no significant changes in the external market environment or industry policies [7]. Group 6: Disclosure and Communication - The company has designated "China Securities Journal" and "Securities Daily" as its official information disclosure media, with the Shanghai Stock Exchange website as the official disclosure platform [8].

Group 1 - Huaseng Tiancheng's revenue from AI-related business currently accounts for a low proportion of the company's overall operating income [1] - Xinhua Department Store has no plans to inject assets related to semiconductors, integrated circuits, or chips into the company [1] - Triangle Tire plans to invest 3.219 billion yuan to establish a new project in Cambodia with an annual production capacity of 7 million high-performance radial tires [1] Group 2 - Tianhong Co., Ltd.'s subsidiary has won a bid for an AI service procurement project from AVIC Technology [1] - Xinghua New Materials intends to acquire at least 51% of Tian Kuan Technology's shares [1] - Luxshare Precision plans to repurchase company shares worth between 1 billion to 2 billion yuan [1] Group 3 - Rui Zhi Pharmaceutical's Liang Yufeng and Yu Xianwen plan to collectively reduce their holdings by no more than 6% [1] - Tian Sheng New Materials plans to raise no more than 253 million yuan through a private placement to Rongsheng Zhizhi [1] - Zhongchuang Zhiling intends to issue convertible bonds to raise no more than 4.35 billion yuan for investment in high-end components for the new energy vehicle industry [2]