Core Viewpoint - The retail sector is experiencing a significant boost, driven by government policies aimed at enhancing consumer spending and stimulating the economy, particularly in the lead-up to the traditional Chinese New Year [1] Group 1: Government Initiatives - The National Business Work Conference held on January 10-11 emphasized the need to accelerate the cultivation of new growth points in service consumption and to unleash the potential of service consumption [1] - Policies to optimize the implementation of trade-in programs for consumer goods are being promoted to expand and upgrade product consumption [1] - The government aims to create an international consumption environment and develop digital, green, and health-oriented consumption to invigorate spending in lower-tier markets [1] Group 2: Market Reactions - Retail stocks such as Juran Smart Home, Jiajiayue, and Sanjiang Shopping have seen significant gains, with some reaching their daily limit, indicating strong market sentiment [1] - The recent policy measures have led to a notable increase in market enthusiasm, as evidenced by the performance of retail and dining sectors, which are benefiting from various promotional activities [1] - The combination of top-level policy guidance and local promotional efforts is expected to enhance consumer willingness to spend during the upcoming festive season [1] Group 3: Economic Outlook - Analysts from Xiangcai Securities noted that since December 2025, there has been a marked increase in policy efforts to boost consumption, transitioning from isolated stimulus measures to a coordinated approach involving business and finance [1] - Local governments are actively launching various consumer promotion measures, such as issuing consumption vouchers and organizing cultural tourism events, to directly stimulate retail and large-scale consumption [1] - The convergence of favorable policies, improved fundamental expectations, and positive market sentiment is creating structural opportunities in the commercial retail sector [1]

Group 1 - The retail concept is rapidly gaining traction, with Sanjiang Shopping hitting the daily limit up [1] - Maoye Commercial has achieved two consecutive trading limit increases [1] - Other companies such as Jiajia Yue, Chongqing Department Store, Dazhong Shares, Shanghai Jiubai, and Xinhua Department Store are also experiencing upward movement [1]

资金流向方面，今日该股主力资金净流入1.18亿元，其中，特大单净流入1.15亿元，大单资金净流入 384.43万元。近5日主力资金净流入1.59亿元。 2025年10月28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18.24亿元，同比下降 14.20%，实现净利润4173.16万元，同比下降72.88%。（数据宝） 茂业商业(600828)今日涨停，全天换手率4.74%，成交额5.50亿元，振幅12.20%。龙虎榜数据显示，机 构净买入3986.38万元，沪股通净买入1529.23万元，营业部席位合计净买入5074.86万元。 上交所公开信息显示，当日该股因日涨幅偏离值达9.16%上榜，机构专用席位净买入3986.38万元，沪股 通净买入1529.23万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.24亿元，其中，买入成交额为1.65亿 元，卖出成交额为5910.16万元，合计净买入1.06亿元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买二，合计净买入3986.38万元，沪股 通为第三大买入营业部及第一大卖出营业部，买入金额为3757.61万元，卖出金额为2 ...

Core Viewpoint - The retail sector in the A-share market has shown strong performance, with several stocks reaching their daily limit up [1] Group 1: Stock Performance - Yinzuo Co., Maoye Commercial, and Guangbai Co. all hit the 10% daily limit up [1] - Aishide and Tianhong Co. saw increases of over 5% [1] - Dongbai Group and Hangzhou Laojie both rose by more than 4% [1] - Central Plaza experienced a rise of over 3% [1]

Market Overview - The general retail sector experienced a decline of 0.36% on January 7, with Cuiwei Co. leading the drop [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Stock Performance - Notable gainers in the general retail sector included: - Youa Co. (002277) with a closing price of 7.85, up 9.94% and a trading volume of 899,900 shares, totaling 6.91 billion yuan [1] - Shanghai Jiubai (600838) closed at 12.60, up 7.05% with a trading volume of 1,061,900 shares, totaling 13.37 billion yuan [1] - New World (600628) closed at 8.45, up 5.23% with a trading volume of 546,400 shares, totaling 4.55 billion yuan [1] Fund Flow Analysis - The general retail sector saw a net outflow of 346 million yuan from institutional investors, while retail investors contributed a net inflow of 145 million yuan [2] - The top stocks by net inflow from retail investors included: - Youa Co. with a net outflow of 91.06 million yuan from retail investors [3] - Shanghai Jiubai with a net outflow of 5.84 million yuan from retail investors [3] - New World with a net outflow of 3.12 million yuan from retail investors [3]

1月7日，茂业商业盘中上涨2.03%，截至11:29，报6.02元/股，成交2.23亿元，换手率2.18%，总市值 104.27亿元。 截至9月30日，茂业商业股东户数3.03万，较上期增加4.82%；人均流通股57208股，较上期减少4.60%。 2025年1月-9月，茂业商业实现营业收入18.24亿元，同比减少14.20%；归母净利润4173.16万元，同比减 少72.88%。 分红方面，茂业商业A股上市后累计派现30.39亿元。近三年，累计派现3.07亿元。 机构持仓方面，截止2025年9月30日，茂业商业十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股705.04万股，相比上期减少2318.38万股。 责任编辑：小浪快报 资料显示，茂业商业股份有限公司位于四川省成都市东御街19号，成立日期1993年12月31日，上市日期 1994年2月24日，公司主营业务涉及控股公司服务;项目投资及管理;企业管理咨询服务;租赁业务;商务信 息咨询;批发、零售商品;货物进出口、技术进出口。主营业务收入构成为：百货零售68.60%，其他(补 充)20.37%，酒店、地产等其他行业11.03%。 茂业商业所属 ...

Group 1 - The company approved a resolution to apply for a credit line of RMB 30 million from China Merchants Bank Chengdu Branch, with a term not exceeding one year [1][2] - The credit line is a renewal of existing credit after settling previous loans, not a new loan, and is intended to support the company's daily operations and funding needs [2] - The board meeting was held on January 5, 2026, with all 7 participating directors voting in favor of the resolution, resulting in a unanimous decision [3] Group 2 - The credit will be secured by the company's wholly-owned subsidiary's office property located in Chengdu [1] - The chairman of the board is authorized to sign all relevant legal documents related to the loan and mortgage agreements based on the company's funding needs [1]

Group 1 - The retail sector experienced a short-term surge, with Shanghai Jiubai hitting the daily limit, indicating strong market interest [1] - Yonghui Supermarket saw an increase of over 3%, reflecting positive investor sentiment towards the company [1] - Other companies such as Baida Group, Guangbai Shares, Maoye Commercial, and Yimin Group also experienced significant gains, contributing to the overall upward trend in the retail sector [1]

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证券代码：600828 证券简称：茂业商业 编号：临 2026-001 号 茂业商业股份有限公司 第十一届董事会第二次会议决议公告 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个别及连带 责任。 茂业商业股份有限公司（以下简称"公司"或"本公司"）第十 一届董事会第二次会议于 2026 年 1 月 5 日以现场结合通讯方式召开。 本次会议应参与表决董事 7 人，实际参与表决董事 7 人。会议召开符 合《公司法》和《公司章程》的要求。会议由董事长高宏彪先生主持， 以记名投票方式表决，形成了如下决议： 一、审议通过了《关于向招商银行成都分行申请续授信的议案》 同时，董事会同意授权公司董事长根据公司资金需求情况，在上 述授信额度及期限内代表公司签署贷款合同、抵押合同等所有相关法 律文件。 1 公司向招商银行成都分行申请人民币 3000 万元综合授信额度， 为存量授信结清后的续授信，非新增贷款。本次续授信有利于保证公 司日常经营和资金需求，符合公司经营发展的需要。 表决结果：同意 7 票，反对 0 票，弃权 0 票。 特此公告 茂业商业股份有 ...