1月15日，建科智能装备制造(天津)股份有限公司（以下简称"建科智能"）以现场调研形式接待了中信 建投证券的特定对象调研。公司副总经理、董事会秘书林琳出席并与投资者就公司主营业务、研发团队 激励机制及核电项目应用等核心议题展开深入交流。作为钢筋加工装备行业首家上市公司及领军企业， 建科智能在智能化钢筋加工机器人装备领域的技术实力、市场布局及应用案例成为本次调研焦点。 调研基本情况 本次投资者关系活动类别为特定对象调研，于2026年1月15日（周四）上午10:00-11:30在天津市北辰区 陆路港物流装备产业园陆港五纬路7号（建科智能厂内）举行。参与单位为中信建投证券，参与人员包 括王翔、于文慧；上市公司接待人员为副总经理、董事会秘书林琳。 公司概况：深耕行业二十余年 引领智能化钢筋加工装备发展 林琳在调研中介绍，建科智能成立于2002年，深耕智能化钢筋加工机器人装备行业二十余年，目前已发 展成为国内最大、全球前列的智能化钢筋加工机器人装备企业之一，同时也是该行业首家上市公司。公 司专注于各类智能化中高端数控钢筋加工机器人装备及配套软件的研发、设计、生产和销售，并提供钢 筋加工智能工厂整体解决方案，产品广泛应用 ...

每经AI快讯，建科智能发布公告称，2026年1月15日上午10:00-11:30，建科智能接受中信建投等投资者 调研，公司副总经理、董事会秘书林琳参与接待，并回答了投资者提出的问题。 每经头条（nbdtoutiao）——不到20万元，就能买特斯拉了？"廉价版"Model 3或进入中国市场，续航里 程480公里！关于自动驾驶，美国市场也有大调整 （记者 曾健辉） ...

Group 1 - The core point of the news is that China Merchants Shekou Industrial Zone Holdings Co., Ltd. experienced a stock price increase of 5.09%, reaching 9.49 CNY per share, with a trading volume of 549 million CNY and a turnover rate of 0.71%, resulting in a total market capitalization of 85.562 billion CNY [1] - The company, established on February 19, 1992, and listed on December 30, 2015, is based in Nanshan District, Shenzhen, Guangdong, and its main business includes park development and operation, community development and operation, and cruise industry construction and operation [1] - The revenue composition of the company is as follows: development business accounts for 77.54%, property services for 15.75%, and asset operation for 6.71% [1] Group 2 - From the perspective of major fund holdings, a fund under CITIC Securities has a significant position in China Merchants Shekou, with CITIC Securities Vision Return A (011868) holding 347,900 shares, representing 0.7% of the fund's net value, making it the fourth-largest holding [2] - The fund, established on August 10, 2021, has a latest scale of 417 million CNY, with a year-to-date return of 5.71% and a one-year return of 37.75%, ranking 3281 out of 8094 in its category [2] - The fund manager, Xie Wei, has a tenure of 7 years and 227 days, with the total asset scale of the fund being 1.904 billion CNY, achieving the best return of 96.41% and the worst return of -24.9% during his tenure [2]

1月15日，三大指数集体低开后一度翻红，多空博弈激烈。截至午间收盘，沪指跌0.6%，深成指跌 0.44%，创业板指跌1.02%。 值得注意的是，多只宽基ETF今日显著放量，沪深300ETF华泰柏瑞成交近105亿，上证50ETF、科创 50ETF易方达、沪深300ETF易方达均成交超20亿元，且已经超出昨日全天成交额。 此前以沪深300ETF为代表的多只宽基ETF异动时，多位业内人士曾表示，此举能够为市场注入信心， 提升资本市场的内在稳定性。 回到盘面上，光伏板块低开高走，拓日新能2连板；贵金属概念表现活跃，四川黄金逼近涨停；锂电池 概念走强，天宏锂电涨超14%，天际股份涨超7%；旅游板块集体反弹，众信旅游2连板；智能驾驶概念 拉升，索菱股份涨停，此前威帝股份、锦江在线涨停。下跌方面，商业航天概念集体调整，银河电子、 海格通信、通宇通讯、鲁信创投、巨力索具、东方通信等多股跌停。 焦点股方面，受重组终止等利空影响，向日葵开盘封20cm一字跌停，封单金额约2.5亿元。 展望后市，中信证券表示，尽管近期监管层适度引导市场降温，防范短期过热风险，但权益市场当前整 体交易投资活跃度仍维持在历史高位水平，证券公司有望持续受 ...

Core Viewpoint - The 2025 China Enterprise ESG "Golden Responsibility Award" aims to recognize companies and institutions that have made significant contributions to ESG initiatives in China, reflecting a shift from voluntary practices to compliance requirements in ESG performance [1][12]. Group 1: ESG Development and Awards Overview - By 2025, China's ESG development has transitioned from "setting standards" to "strengthening regulations," with a comprehensive disclosure standard system being established [1][12]. - The award selection attracted over 5,000 companies, with results based on ESG performance, online voting, and professional evaluations [2][12]. Group 2: Award Categories and Winners - The award categories include Excellent Environmental Responsibility Award, Excellent Social Responsibility Award, Excellent Corporate Governance Responsibility Award, Excellent Responsibility Initiative Award, Excellent Sustainable Development Award, and various responsibility investment awards [1][12]. - Notable winners of the Excellent Environmental Responsibility Award include Great Wall Motors, Hikvision, and China Petroleum [7][24]. - The Excellent Social Responsibility Award was awarded to companies such as YF Communication, ZTE, and Ningde Times [7][24]. - Winners of the Excellent Corporate Governance Responsibility Award include China Petroleum, Hikvision, and WuXi AppTec [7][24]. - The Excellent Responsibility Initiative Award was given to companies like ZTE, Sunlight Power, and Industrial and Commercial Bank of China [7][24]. - The Excellent Sustainable Development Award included companies such as WanHua Chemical, China Bank, and China Petroleum [7][24]. Group 3: Responsibility Investment Awards - The Responsibility Investment Excellent Bank Award was given to institutions like CITIC Bank and Minsheng Bank [5][21]. - The Responsibility Investment Excellent Securities Company Award included firms such as Shenwan Hongyuan and CITIC Securities [5][22]. - The Responsibility Investment Excellent Insurance Company Award recognized companies like New China Life and AIA [5][26]. - The Responsibility Investment Excellent Fund Company Award included firms such as Xinhua Fund and Harvest Fund [5][27]. - The Responsibility Investment Excellent Asset Management Institution Award recognized institutions like Ping An Asset Management and Sunshine Asset Management [5][28]. Group 4: Call to Action and Future Directions - The award committee encourages more Chinese enterprises to integrate ESG principles into their operations and strategic planning, emphasizing the importance of balancing commercial and social values [10][29].

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]

据知情人士透露，近几个月来，中信证券、华泰证券和中信建投证券等几家大型券商的投银业务部门招 募了数十名初级和中级银行家。招聘的新员工以执行岗位为主，而非资深投银家，说明这些公司需要迅 速重建业务能力，同时还要控制成本。此外，知情人士称，一些大型券商初级银行家的基本工资已调整 回整顿行动前的水平，但奖金池仍然与交易完成情况和监管机构对该行业的态度密切相关。（新浪财 经） ...

Market Overview - On January 15, A-shares opened lower, with the ChiNext index turning positive after a near 1% drop, while the Shenzhen Component index turned red. By the time of reporting, the Shanghai Composite index was down 0.2%, the Shenzhen Component index was up 0.21%, and the ChiNext index was up 0.23% [1] Sector Performance - The tourism sector rebounded collectively, with Zhongxin Tourism achieving a second consecutive limit-up. Other stocks such as Junting Hotel, Shaanxi Tourism, China Youth Travel, Jinjiang Hotel, and ShouLai Hotel also saw gains [2] - The photovoltaic sector opened low but recovered, with Tuori New Energy also achieving a second consecutive limit-up [1] Focus Stocks - Sunflower faced a significant drop, hitting a 20% limit down due to negative impacts from a terminated restructuring, with a sealed order amounting to approximately 250 million yuan [1] Institutional Insights - CITIC Securities indicated that despite recent regulatory measures to cool the market and prevent overheating risks, the overall trading activity in the equity market remains at historically high levels. Key indicators such as average daily trading volume and margin financing balances are above long-term averages, suggesting that securities firms are likely to continue benefiting [4] - CITIC Jiantou noted that the global interest rate cut cycle is entering its second half in 2026, with macro liquidity characterized by "internal and external easing resonance." The depreciation of the dollar and appreciation of the yuan are expected to support A-share strength [5] - Huatai Securities reported that the innovative drug sector is experiencing a liquidity recovery, with significant growth in BD transactions compared to the same period last year, indicating a potential bullish trend in the innovative drug market [6] -招商证券 suggested that the chemical industry may see marginal improvements in profitability as outdated production capacity is expected to be eliminated, following a period of price declines in chemical products [7]

钛媒体App 1月15日消息，中信建投证券发文称，考虑到未来美联储进一步降息的可能，认为人民币2026年仍有 进一步升值空间，人民币汇率有望从当前7.0升值到6.8的水平。人民币本轮升值周期有望支撑A股走强，核心逻 辑有三：一是人民币升值有望提升外资对人民币资产的配置意愿，吸引资金流入A股市场；二是汇率预期的稳 定有利于市场风险偏好的提升和A股整体估值中枢的上行，历史上人民币升值阶段A股表现较好；三是人民币升 值有利于部分企业盈利的改善，主要逻辑包括：高外币负债、高进口依赖、高出海投资等。因此人民币走强一 方面会推动全A指数整体上行，另一方面也会推动外资重仓板块和汇率敏感板块有较好表现。（广角观察） ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 玉米：中性 1．昨日玉米03主力下调0.7%；全国玉米现货平均现货价格报价2285.00元/吨；春节前有效售粮时间不足一个月，玉米价格底部支撑较强。 2．下游库存方面，全国主要深加工企业玉米库存总量354万吨，与往年同比下降40.47%，处于近年显著低位；全国饲料企业玉米平均库存天数约为30.1天， 与往年同比下降6.81%，整体呈现明显的面临利润压力下的被动补库行为特征。与此同时，拍卖的玉米量，对玉米价格形成部分压制。但考虑到节前备货的 压力，拍卖主要带来企业采购面的补充变化。 观点总结：玉米03主力观察2200附近的支撑，周内缓步上行区间2300-2400。 （魏鑫 期货交易咨询从业信息： Z0014814；刘昊/期货交易咨询从业信息：Z0021277；邓昊然 期货交易咨询从业信息：Z0023357，仅供参考） 豆粕：中性 1．海外市场基本定价1月USDA报告带来的利空，隔夜CBOT大豆企稳。短期美盘缺乏新的利多驱动，南美丰产前景压制价格走势，阶段性底部关注1000- 1020美分区间的支撑有效性； 2．预报显示未来一周巴西大部降雨尚可；阿 ...