Group 1 - The A-share market saw a strong performance in the new retail sector, with stocks such as Hongmian Co., Hanchang Group, and Shanghai Jiubai hitting the daily limit, while Xinhua Department Store rose over 6% [1] - The National Development and Reform Commission (NDRC) plans to formulate an implementation plan for expanding domestic demand from 2026 to 2030, aiming to create new demand through new supply and provide strong innovation measures and resource guarantees [1] - The NDRC is currently working on a plan to stabilize jobs and expand capacity, as well as a plan to increase income for urban and rural residents, with the goal of enhancing consumer capacity and optimizing consumption upgrades [1] Group 2 - Specific stock performance includes: - Hongmian Co. increased by 10.13% with a market cap of 7.782 billion [2] - Hanchang Group rose by 10.02% with a market cap of 3.434 billion [2] - Shanghai Jiubai increased by 10.01% with a market cap of 5.640 billion [2] - Xinhua Department Store rose by 6.18% with a market cap of 4.959 billion [2] - Other notable increases include He Bai Group (5.85%), Wancheng Group (5.59%), and Xinhua Du (5.56%) [2]

Group 1 - The A-share market has seen a strong performance in the new retail sector, with stocks such as Hongmian Co., Hanchang Group, and Shanghai Jiubai hitting the daily limit, while Xinhua Department Store rose over 6% [1] - The National Development and Reform Commission (NDRC) plans to formulate an implementation plan for expanding domestic demand from 2026 to 2030, aiming to create new demand through new supply and provide strong innovation measures and resource guarantees [1] - The NDRC is currently working on actions to stabilize employment and expand capacity, as well as plans to increase urban and rural residents' income, with the goal of enhancing consumer capacity and optimizing consumption upgrades [1] Group 2 - Notable stock performances include Hongmian Co. with a 10.13% increase and a market capitalization of 7.782 billion, and Hanchang Group with a 10.02% increase and a market capitalization of 3.434 billion [2] - Shanghai Jiubai also saw a 10.01% increase, bringing its market capitalization to 5.640 billion, while Xinhua Department Store increased by 6.18% with a market cap of 4.959 billion [2] - Other companies like HeBai Group and Wancheng Group experienced increases of over 5%, with market capitalizations of 6.910 billion and 39.9 billion respectively [2]

Group 1 - The retail sector experienced significant gains on January 20, with Shanghai Jiubai and Xinhua Department Store hitting the daily limit, while companies like Hebei Group and Huitong Energy rose over 6% [1] - Shanghai Jiubai's stock price increased by 10.01%, reaching a total market value of 56.40 billion, with a current price of 14.07 [2] - Xinhua Free Trade's stock rose by 6.38%, with a total amount of 8.77 billion and a market value of 49.68 billion, currently priced at 21.99 [2] Group 2 - The National Development and Reform Commission (NDRC) emphasized the importance of strengthening domestic circulation and expanding domestic demand, aligning with the trend of upgrading the country's demand structure [1] - The NDRC plans to develop a strategic implementation plan for expanding domestic demand from 2026 to 2030, focusing on creating new demand through new supply and providing strong innovation measures and resource guarantees [1]

Group 1 - Shanghai Jiubai's stock price increased by 5.16%, reaching 13.45 CNY per share, with a trading volume of 370 million CNY and a turnover rate of 7.06%, resulting in a total market capitalization of 5.392 billion CNY [1] - Shanghai Jiubai Co., Ltd. is a comprehensive enterprise established on December 21, 1993, and listed on February 24, 1994, primarily engaged in the wholesale and retail of alcoholic beverages, commercial property leasing and management, equity investment, and laundry services [1] - The main business revenue composition of Shanghai Jiubai is 100% from commercial activities [1] Group 2 - The top circulating shareholder of Shanghai Jiubai includes a fund from Huatai-PineBridge, with the China Securities Shanghai State-Owned Enterprise ETF (510810) reducing its holdings by 336,000 shares, now holding 2.6129 million shares, which is 0.65% of the circulating shares [2] - The China Securities Shanghai State-Owned Enterprise ETF (510810) was established on July 28, 2016, with a latest scale of 7.994 billion CNY, yielding 3.92% this year, ranking 3503 out of 5542 in its category, and 20.8% over the past year, ranking 3334 out of 4235 [2]

编辑丨瑜见 | 名称 | | 涨幅量 | 总金额 | 总市值 | 现价 | | --- | --- | --- | --- | --- | --- | | 600838 | 上海九百 | +10.01% | 7.55 | 56.40亿 | 14.07 | | 600785 | 新华百货 | +6.38% | 8.77 乙 | 49.68亿 | 21.99 | | 000417 | 合自集团 | +6.33% | 6.14 乙 | 69.41 乙 | 8.89 | | 600605 汇通能源 | | +6.18% | 1.89亿 | 62.75 Z | 30.42 | | 600858 银座股份 | | +5.63% | 3.21 Z | 39.99 7 | 7.68 | | 300972 万辰集团 | | +5.31% | 4.24 Z | 397.7 Z | 210.34 | | 002305 *STEE | | +5.14% | 93707 | 39.02 Z | 2.25 | | 601366 利群股份 | | +4.30% | 4.14 Z | 52.06 Z | 5.59 | | 601888 | ...

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 ...

静安资本、静安土控、锦迪城建的实际控制人均为上海市静安区国有资产监督管理委员会（称"静安区 国资委"）。本次无偿划转不会导致公司控股股东及实际控制人发生变更。 格隆汇1月15日丨上海九百(600838.SH)公布，2026年1月14日，公司收到静安资本的《告知函》，静安 资本通过国有股权无偿划转的方式受让静安土控和锦迪城建持有的上海九百无限售流通股股份合计 27,784,385股，占公司总股本6.93%；其中，静安土控持有19,678,278股，占公司总股本4.91%；锦迪城 建持有8,106,107股，占公司总股本2.02%。静安资本分别与静安土控和锦迪城建签署了《无偿划转协 议》。 ...

重要内容提示： 证券代码：600838 证券简称：上海九百 公告编号：临 2026-002 上海九百股份有限公司 关于股权无偿划转暨股东权益变动的提示性公告 本公司董事会、全体董事及相关股东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。 ●上海静安资本投资运营有限公司（以下简称"静安资本"）通 过国有股权无偿划转的方式受让上海市静安区土地开发控股（集团） 有限公司（以下简称"静安土控"）和上海锦迪城市建设开发有限公 司（以下简称"锦迪城建"）持有的上海九百股份有限公司（以下简 称"上海九百或公司"）股份合计 27,784,385 股，占公司总股本 6.93%。 ●静安资本、静安土控、锦迪城建的实际控制人均为上海市静安 区国有资产监督管理委员会（以下简称"静安区国资委"）。本次无偿 划转不会导致公司控股股东及实际控制人发生变更。 ●本次无偿划转事项还需通过上海市国有资产监督管理委员会 批准、上海证券交易所合规性确认、中国证券登记结算有限责任公司 上海分公司股份转让过户登记等手续，能否最终实施完成及实施结果 尚存在不确定性，敬请投资者注意投资风险。 一 ...

上海九百股份有限公司 简式权益变动报告书 上市公司名称：上海九百股份有限公司 股票上市地点：上海证券交易所 股票简称：上海九百 股票代码：600838 信息披露义务人：上海静安资本投资运营有限公司 通讯地址：上海市静安区康定东路20号 股权变动性质：增加（国有股份无偿划转） 签署日期：2026年1月 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人 民共和国证券法》《上市公司收购管理办法》《公开发行证券公司 信息披露内容与格式准则第 15 号——权益变动报告书》及相关法 律、法规、规范性文件编写本权益变动报告书（以下简称"本报告 书"）。 二、本信息披露义务人签署本权益变动报告书已获得必要的授 权和批准，其履行亦不违反信息披露义务人章程及内部规定中的任 何条款，或与之相冲突。 三、依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券公司信息披露内容与格 式准则第 15 号——权益变动报告书》的规定，本报告书已全面披 露了信息披露义务人在上海九百股份有限公司拥有权益的股份变动 情况。 四、截至本报告书签署之日，除本报告书披露的持股信息外， 信息披 ...

21智讯1月15日电，上海九百公告，上海静安资本投资运营有限公司通过国有股份无偿划转方式受让上 海市静安区土地开发控股（集团）有限公司和上海锦迪城市建设开发有限公司持有的公司27,784,385股 无限售流通股，占公司总股本的6.93%。本次权益变动前，信息披露义务人未持有公司股份；本次权益 变动后，持股比例将升至6.93%。该事项尚需获得上海市国有资产监督管理委员会批准及上海证券交易 所合规性确认，并办理股份过户登记手续。本次权益变动不会导致公司控股股东、实际控制人发生变 化。 ...