Core Viewpoint - The company, Xinhua Department Store (600785.SH), has addressed false statements and rumors regarding the transfer of shares by its controlling shareholder, which suggested potential future asset injections related to semiconductors and integrated circuits, causing stock market fluctuations [1] Group 1 - The company has noted that some investors have made false claims on media platforms regarding the controlling shareholder's agreement to transfer part of its shares [1] - The company has confirmed through communication with the controlling shareholder and the parties involved in the share transfer that the rumors about asset injections related to semiconductors and chips are untrue [1] - The company urges investors to be cautious of market trading risks and to make rational investment decisions [1]

Core Viewpoint - Xinhua Department Store (600785) announced on January 15 that its stock price had deviated by more than 20% over three consecutive trading days, but confirmed that there are no undisclosed significant matters apart from what has already been disclosed [1] Group 1 - The company noted that some investors have made false statements and rumors on media platforms regarding the transfer of shares by the controlling shareholder, which allegedly involves the injection of semiconductor, integrated circuit, and chip-related assets [1] - The company communicated with the controlling shareholder and the parties involved in the share transfer (Hangzhou Jingqi Electronic Information Partnership and Xiamen Lianxinmei Enterprise Management Partnership) to verify the rumors, confirming that the matters described in the market rumors do not exist [1]

Strong Stocks - As of January 15, the Shanghai Composite Index fell by 0.33% to 4112.6 points, while the Shenzhen Component Index rose by 0.41% to 14306.73 points, and the ChiNext Index increased by 0.56% to 3367.92 points [1] - A total of 64 stocks in the A-share market hit the daily limit up, with the top three strong stocks being Sanbian Technology (002112), Waiservice Holdings (600662), and Shenglu Communication (002446) [1] - The top 10 strong stocks with specific data include: - Sanbian Technology (002112): 3 consecutive limit ups, turnover rate of 53.86%, and a closing price of 29.4 [1] - Waiservice Holdings (600662): 3 consecutive limit ups, turnover rate of 6.38%, and a closing price of 9.92 [1] - Shenglu Communication (002446): 3 limit ups in 4 days, turnover rate of 34.74%, and a closing price of 39.4 [1] Strong Concept Sectors - The top three concept sectors with the highest increase in A-shares are Photoresist, SMIC Concept, and Storage Chips [2] - The top 10 concept sectors with relevant data include: - Photoresist: increased by 2.83% [3] - SMIC Concept: increased by 2.59% [3] - Storage Chips: increased by 2.33% [3] - National Big Fund Holdings: increased by 2.3% [3] - Glyphosate: increased by 2.29% [3] - Phosphate Chemicals: increased by 2.14% [3] - Zinc Metal: increased by 2.12% [3] - Lithography Machines: increased by 2.05% [3] - Metal Drilling: increased by 2.02% [3] - Horse Racing Concept: increased by 1.93% [3]

资金流向方面，今日该股主力资金净流入5607.00万元，其中，特大单净流入5740.50万元，大单资金净 流出133.50万元。近5日主力资金净流入1.22亿元。 2025年10月30日公司发布的三季报数据显示，前三季度公司共实现营业收入47.07亿元，同比下降 1.11%，实现净利润1.08亿元，同比下降1.29%。（数据宝） 新华百货1月15日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 中信证券股份有限公司北京京城大厦证券营业部 | 5099.63 | | | 买二 | 广发证券股份有限公司杭州顺福商务中心证券营业部 | 1174.57 | | | 买三 | 国泰海通证券股份有限公司总部 | 1092.86 | | | 买四 | 中信建投证券股份有限公司杭州市民街证券营业部 | 1016.51 | | | 买五 | 华林证券股份有限公司淄博周村正阳路证券营业部 | 957.48 | | | 卖一 | 中国中金财富证券有限公司上海黄浦区中山东二路证券营 业部 | | ...

Market Overview - On January 15, A-shares opened lower and then experienced slight gains before declining, with the Shanghai Composite Index down 0.6% at 4101.52 points, the Shenzhen Component down 0.44% at 14186.11 points, and the ChiNext Index down 1.02% at 3314.88 points. The total trading volume in the Shanghai and Shenzhen markets reached 1.87 trillion yuan, with over 3600 stocks declining [1] Sector Performance - The tourism and hotel sector showed strong performance, with stocks like Zhongxin Tourism hitting a two-day limit up and Shaanxi Tourism reaching the daily limit [4] - The precious metals sector was active, with Sichuan Gold nearing the daily limit and other stocks like Chifeng Gold and Hunan Silver following suit. Recent news indicated that spot silver prices surged over 7%, reaching a historical high of $93 per ounce, while spot gold also hit a record high of $4643 per ounce [2] - The lithium battery sector strengthened, with Tianhong Lithium rising over 14% and other companies like Tianji Co. and Huasheng Lithium also seeing gains. The price of industrial-grade lithium carbonate increased by 36.71% from the beginning of the month, reaching 160,000 yuan per ton [3] - The smart driving sector saw a rise, with stocks like Suoling Co. hitting the daily limit. The Shanghai Municipal Economic and Information Commission announced plans for the large-scale application of high-level autonomous driving by 2027 [6] Institutional Insights - CITIC Securities noted that despite recent regulatory measures to cool the market, overall trading activity remains high, with key indicators like daily trading volume and margin financing balances above long-term averages. The firm expects continued benefits for securities companies and a potential for revenue diversification and quality improvement [7] - CITIC Jiantou highlighted that the mid-term "stock-bond seesaw" effect will further support A-share performance, with macro liquidity showing characteristics of "internal and external easing resonance" [9] - Huatai Securities reported that the innovative drug sector is experiencing a liquidity recovery, with significant growth in BD transactions compared to the previous year, indicating a potential bullish trend for innovative drugs [10]

Core Viewpoint - The company, Xinhua Department Store (600785.SH), has addressed false statements and rumors regarding the transfer of shares by its controlling shareholder, which suggested potential future asset injections related to semiconductors and integrated circuits, causing stock market fluctuations [1] Group 1 - The company has noted that some investors have made false claims on media platforms regarding the controlling shareholder's agreement to transfer part of its shares [1] - The rumors indicated that the share transfer would involve future injections of assets related to semiconductors, integrated circuits, and chips [1] - The company has confirmed, through communication with the controlling shareholder and the parties involved in the share transfer, that the matters described in the market rumors do not exist [1]

Core Viewpoint - The company, Xinhua Department Store (600785), issued a clarification announcement addressing false rumors regarding the transfer of shares by its controlling shareholder, which suggested potential future asset injections related to semiconductors and integrated circuits, causing stock market fluctuations [1] Group 1 - The company confirmed that there are no truths to the market rumors regarding the transfer of shares and potential asset injections [1] - Current business operations of the company remain normal, focusing on commercial retail, with no significant changes in external market conditions or industry policies [1]

新华百货(600785)1月14日晚间发布澄清公告，公司关注到有个别投资者在相关媒体平台发表不实言论 及传闻，针对公司控股股东协议转让部分股份事宜，将涉及后期向公司注入半导体、集成电路、芯片等 相关资产，引发公司股票市场波动。经公司与控股股东及控股股东股权受让各方（杭州景祺电子及厦门 联芯美）沟通核实，不存在市场传闻所述事项。公司当前经营主业为商业零售，目前经营活动、经营秩 序正常，外部市场环境、行业政策亦未发生重大变化。 （文章来源：证券时报网） ...

新华百货(600785.SH)公告称，关注到有个别投资者在相关媒体平台发布不实言论及传闻，针对公司控 股股东协议转让股份事宜，涉及后期将向公司注入 半导体、 集成电路、芯片等相关资产，引发公司股 票市场波动。经核实，目前均不存在市场传闻所述事项。公司当前经营主业为商业零售，经营活动、经 营秩序正常，外部市场环境、行业政策亦未发生重大变化。 ...

格隆汇1月14日丨新华百货(600785.SH)公布，公司关注到有个别投资者在相关媒体平台发表不实言论及 传闻，针对公司控股股东协议转让部分股份事宜，将涉及后期向公司注入半导体、集成电路、芯片等相 关资产，引发公司股票市场波动。经核实，目前不存在市场传闻所述事项。公司当前经营主业为商业零 售，目前经营活动、经营秩序正常，外部市场环境、行业政策亦未发生重大变化。不存在与公司有关的 应披露而未披露的其他重大事项。 ...