1月13日，三江购物大宗交易成交100万股，成交额1553万元，占当日总成交额的4.62%，成交价15.53元，较市场收盘价18.98元折价18.18%。 | 交易日期 | 证券简称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-13 | 三江购物 | 601116 | 15.53 | 683.32 | 44 | 机构专用 | 高峰公司正增设 中国国际实际论坛 | | 2026-01-13 | 三江购物 | 601116 | 15.53 | 465.9 | 30 | 国泰海通业务股份 有限公司总部 | 有限公司主演分公 | | 2026-01-13 | 三江购物 | 601116 | 15.53 | 201.89 | 13 | 有限公司北京望紧 | 中国国际金融股份 | | 2026-01-13 | 三江购物 | 601116 | 15.53 | 201.89 | 13 | 机构专用 | 中国国际金融股份 | ...

证券代码：601116 公司简称：三江购物 公告编号：2026-001 三江购物俱乐部股份有限公司 关于股票交易异常波动的公告 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。 重要内容提示： 三江购物俱乐部股份有限公司（以下简称"本公司"或"公司"）股票于 2026 年 1 月 9 日、1 月 12 日和 1 月 13 日连续三个交易日内收盘价格涨幅偏离值 累计超过 20%，属于股票交易异常波动。 经公司自查及向控股股东、实际控制人征询，截至本公告披露日，公司 不存在应披露而未披露的重大信息。 二级市场交易风险。公司最新滚动市盈率为 76.45 倍，根据上海证券交 易所"上证 e 服务"的数据，公司所处的批发和零售业最新滚动行业市盈率为 28.29 倍（数据日期为 2026 年 1 月 12 日），公司市盈率显著高于行业水平。 业绩下滑风险。公司第三季度实现营业收入 999,961,805.97 元，同比下 降 0.81%；归属于上市公司股东的净利润 23,120,842.18 元，同比下降 46.64%； 归属于上市公 ...

Market Overview - The three major indices collectively adjusted, with the Shenzhen Component Index falling over 1% and the ChiNext Index dropping nearly 2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.65 trillion yuan, an increase of 49.6 billion yuan compared to the previous trading day [1] - By the end of the trading session, the Shanghai Composite Index decreased by 0.64%, the Shenzhen Component Index by 1.37%, and the ChiNext Index by 1.96% [1] Sector Performance - The AI application concept sector rose against the trend, with over ten constituent stocks hitting the daily limit, including Ingrity Media, Liou Co., and Shenguang Group [1] - The AI medical concept remained active, with Meian Health achieving three consecutive limit-ups, and stocks like Hongbo Pharmaceutical and Xin Ganjiang also hitting the limit [1] - The power grid equipment sector strengthened in the afternoon, with TBEA and Sanbian Technology reaching the daily limit [1] - The retail sector showed active performance, with Sanjiang Shopping achieving two consecutive limit-ups [1] Declining Sectors - The commercial aerospace and controllable nuclear fusion sectors experienced significant declines, with stocks like Shunhao Co. and China Satellite Communications hitting the daily limit down [1]

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Core Viewpoint - The general retail sector experienced a significant increase of 2.46% on January 12, with Juran Zhijia leading the gains, reflecting positive market sentiment in the retail industry [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4165.29, up by 1.09% [1]. - The Shenzhen Component Index closed at 14366.91, up by 1.75% [1]. - Juran Zhijia's stock price rose to 3.28, marking a 10.07% increase, with a trading volume of 2.2853 million shares and a transaction value of 731 million yuan [1]. Group 2: Individual Stock Performance - Other notable performers included: - Maoye Commercial, closing at 7.69 with a 10.01% increase and a trading volume of 520,000 shares [1]. - Sanjiang Shopping, closing at 17.25 with a 10.01% increase and a transaction value of 1.16 billion yuan [1]. - Chongqing Department Store, closing at 29.01 with a 10.01% increase and a transaction value of 1.142 billion yuan [1]. - Dashang Co., closing at 20.05 with a 9.98% increase and a transaction value of 762 million yuan [1]. Group 3: Capital Flow - The general retail sector saw a net outflow of 257 million yuan from institutional investors, while retail investors contributed a net inflow of 299 million yuan [2]. - The capital flow for key stocks included: - Sanjiang Shopping had a net inflow of 277 million yuan from institutional investors, while retail investors had a net outflow of 130 million yuan [3]. - Juran Zhijia experienced a net inflow of 206 million yuan from institutional investors, with retail investors seeing a net outflow of 125 million yuan [3]. - Dashang Co. had a net inflow of 151 million yuan from institutional investors, with retail investors experiencing a net outflow of approximately 794 million yuan [3].

Group 1 - The retail concept is rapidly gaining traction, with Sanjiang Shopping reaching a trading limit increase [1] - Maoye Commercial has achieved two consecutive trading limit increases [1] - Other stocks such as Jiajia Yue, Chongqing Department Store, and Dazhong Co. are also experiencing upward movement [1]

Core Viewpoint - The retail sector in the A-share market experienced a strong rally, with multiple retail stocks hitting the daily limit up, driven by supportive government policies aimed at boosting consumption [1][3]. Group 1: Market Performance - Several retail stocks, including Juran Smart Home, Mingpai Jewelry, and Maoye Commercial, saw significant price increases, with Maoye Commercial closing at 7.69 yuan after hitting the limit up for two consecutive days [1][2]. - Other notable performers included Dazhong Shares, Chongqing Department Store, and Antarctic E-commerce, contributing to a collective upward movement in the retail sector [1]. Group 2: Policy Support - The National Business Work Conference held on January 10-11 emphasized the implementation of special actions to boost consumption by 2026, which is expected to inject strong momentum into the retail industry [3]. - The conference outlined plans to cultivate new growth points in service consumption and optimize policies for upgrading consumer goods, directly benefiting traditional department stores and chain supermarkets [3]. Group 3: Consumer Behavior Trends - According to a report by NielsenIQ, the Chinese retail market is entering a critical restructuring phase, where the focus will shift from foot traffic and price subsidies to meeting consumers' relevant product and emotional needs [3][4]. - Consumer behavior is evolving from "buying products" to "buying lifestyles," with an increasing emphasis on experience and quality, as 68% of respondents value atmosphere in stores and 54% are willing to pay a premium for quality [4]. Group 4: Future Outlook - The retail industry is expected to accelerate its transformation towards a more intelligent, personalized, and experiential model, driven by policy support, consumption upgrades, and technological innovation [4][5]. - Experts suggest that as the special actions to boost consumption are implemented, the retail sector may enter a new phase of development, highlighting the importance of companies that align with industry trends and actively pursue transformation [5].

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]

Group 1 - The stock of Sanjiang Shopping increased by 3.91%, closing at 15.68 yuan, with a total of 4 block trades amounting to 1.9393 million shares and a total transaction value of 26.6266 million yuan [1] - The first block trade occurred at a price of 13.73 yuan for 147,300 shares, with a transaction value of 2.0224 million yuan and a premium rate of -12.44% [1] - The second block trade also occurred at 13.73 yuan for 146,000 shares, with a transaction value of 2.0046 million yuan and a premium rate of -12.44% [1] - The third block trade involved 1.5 million shares at 13.73 yuan, totaling 20.5950 million yuan, with a premium rate of -12.44% [1] - The fourth block trade was for 14,600 shares at 13.73 yuan, with a transaction value of 2.0046 million yuan and a premium rate of -12.44% [1] Group 2 - In the last three months, the stock has recorded a total of 9 block trades with a cumulative transaction value of 58.4288 million yuan [2] - Over the past five trading days, the stock has increased by 13.87%, with a net inflow of 105 million yuan from major funds [2]