证券之星消息，1月5日国有大型银行板块较上一交易日下跌1.21%，农业银行领跌。当日上证指数报收 于4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。国有大型银行板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601939 建设银行 | | -1777.03万 | -1.94% | -1562.64万 | -1.70% | 3339.67万 | 3.64% | | 601988 中国银行 | | -4664.15万 | -2.37% | 5324.37万 | 2.71% | -660.22万 | -0.34% | | 601658 邮储银行 | | -6707.48万 | -7.97% | 1465.24万 | 1.74% | 5242.24万 | 6.23% | | 601328 交通银行 | | -7185.14万 | -7.21% | 9983.21万 | ...

Core Viewpoint - The National Food and Strategic Reserves Administration and Agricultural Bank of China have signed a strategic cooperation agreement to enhance the quality development of food and material reserves during the 14th Five-Year Plan period [1] Group 1: Strategic Cooperation - The agreement focuses on building a new type of government-bank strategic cooperation relationship [1] - Both parties will collaborate on services for grain brokers and major grain producers, financing for grain trading supply chains, and credit funding for market-oriented procurement [1] - The aim is to continuously improve the level and effectiveness of cooperation to promote high-quality development in the food industry [1] Group 2: Implementation and Innovation - The agreement emphasizes the need for both parties to guide local food and material reserve departments and Agricultural Bank branches to deepen their work connections [1] - There will be an innovation in cooperation models and detailed work measures to explore effective financial services for food security and strategic emergency material reserves [1] - The goal is to create a mutually reinforcing and jointly developing environment for food and material reserves and finance [1]

人民财讯1月5日电，近日，中国农业银行（601288）与国家粮食和物资储备局签署战略合作协议。协议 约定，双方将围绕粮食经纪人和种粮大户服务、粮食交易供应链融资、市场化收购信贷资金保障、粮食 流通领域项目支持等方面开展深度合作，不断提高合作水平和实效，促进粮食产业高质量发展。 ...

来源：中国农业银行 近日，中国农业银行与国家粮食和物资储备局签署战略合作协议，双方着力构建新型政银战略合作关 系，共同推动"十五五"时期粮食和物资储备事业高质量发展。 近日，中国农业银行与国家粮食和物资储备局签署战略合作协议，双方着力构建新型政银战略合作关 系，共同推动"十五五"时期粮食和物资储备事业高质量发展。 协议约定，双方将围绕粮食经纪人和种粮大户服务、粮食交易供应链融资、市场化收购信贷资金保障、 粮食流通领域项目支持等方面开展深度合作，不断提高合作水平和实效，促进粮食产业高质量发展。 协议提出，双方将立足各自职能定位，指导农业银行分支机构与各级粮食和物资储备部门深化工作对 接，创新合作模式，细化工作举措，共同探索金融服务粮食安全和战略应急物资储备有效路径，形成粮 食和物资储备工作与金融相互促进、共同发展的良好局面。 责任编辑：曹睿潼 协议约定，双方将围绕粮食经纪人和种粮大户服务、粮食交易供应链融资、市场化收购信贷资金保障、 粮食流通领域项目支持等方面开展深度合作，不断提高合作水平和实效，促进粮食产业高质量发展。 协议提出，双方将立足各自职能定位，指导农业银行分支机构与各级粮食和物资储备部门深化工作对 ...

Core Viewpoint - *ST Qingyan (301288.SZ) currently does not hold any mineral assets and focuses on resource utilization through hazardous waste disposal services [1] Group 1: Business Operations - The company's resource utilization business is primarily conducted through its subsidiary, Fujian Tonghai Nickel Industry Technology Co., Ltd., which collects and disposes of hazardous waste from enterprises [1] - The company charges fees for hazardous waste disposal services and employs mature pyrometallurgical processes to treat various industrial solid wastes containing metals such as nickel, chromium, copper, and iron [1] - The company recovers various metal resources from hazardous waste and produces alloy metals and other resource products for external sales [1]

中新网甘肃新闻1月4日电 (樊兆琦 马亮亮 马兰婷)冬日的大河家镇，暖阳缓缓漫过重建后的村落屋脊， 洒落在农行积石山县大河家支行的施工现场。随着脚手架渐次拆除，一座780平方米的建筑主体完整呈 现——内部功能分区清晰有序，各类智能设备静待调试。这座从地震废墟中崛起的金融新阵地，已初显 崭新姿态，即将正式开业。 两年前，一场6.2级地震撕裂了这片土地的宁静；两年后，网点的重生宛如一束亮光，不仅映照着积石 山灾后重建的足迹，也见证着农业银行以金融力量护航灾区复苏的坚定担当。 图为新建 的农行积石山县大河家支行办公楼。 的农行积石山县大河家支行内部陈设。 紧急救援：打通金融生命线 2023年寒冬，一场6.2级地震突袭积石山，瞬间打破了这里的平静。房屋倾颓、道路受损，大河家镇作 为受灾中心，一度陷入停滞，金融服务也随之暂停。 灾后72小时，是生命救援的黄金窗口，也是金融保障的关键时刻。总行党委对灾情高度关切，时刻心系 员工及客户生命财产安全，第一时间致电了解情况、表达深切关怀。农行甘肃省分行立即成立地震应急 处置领导小组，迅速启动应急机制，出台专项金融服务十条意见，组织多支服务队，调度移动金融服务 车，直赴受灾最严重 ...

Core Viewpoint - The A-share banking sector concluded 2025 with a structural rise, with 35 out of 42 listed banks experiencing gains, and the banking index rising by 12.04%, indicating strong defensive and allocation value [2][3]. Group 1: 2025 Banking Sector Performance - The banking sector exhibited significant structural differentiation, with the top ten stocks including Agricultural Bank (52.66%), Xiamen Bank (35.78%), and others showing gains over 20% [3][4]. - The market's focus shifted towards "certainty of returns" and "growth cost-effectiveness" amid an "asset shortage" backdrop, leading to a preference for certain banks [3][4]. Group 2: Core Drivers of 2025 Bull Stocks - Three main factors drove the performance of bull stocks: high dividends and low valuations supporting state-owned banks, regional economic vitality empowering small and medium banks, and asset structure optimization promoting value reassessment [4][5]. - Agricultural Bank led with a dividend yield above 5% and a price-to-book ratio exceeding 1, breaking the long-standing trend of state-owned banks trading below book value [4][5]. Group 3: 2026 Bull Stock Predictions - The banking sector is expected to maintain a "steady progress" operational trend in 2026, with key dimensions for identifying bull stocks including net interest margin improvement, business transformation growth, and stable asset quality [5][6]. - The predicted top ten bull stocks for 2026 include Agricultural Bank, China Merchants Bank, and Ningbo Bank, among others, with each having specific growth drivers [7][8]. Group 4: Key Factors for 2026 Predictions - Agricultural Bank is expected to continue its strong performance due to its county-level business advantages and low liability costs [7]. - China Merchants Bank is anticipated to see dual growth in performance and valuation, driven by its wealth management transformation and strong asset quality [8]. - Ningbo Bank is positioned to benefit from regional economic vitality and diversified non-interest income growth [8][9]. Group 5: Structural Trends and Risks - The banking sector is likely to experience a dual rise in performance and valuation, supported by improved net interest margins and robust asset quality [12][13]. - However, structural differentiation risks may intensify, with some smaller banks facing challenges due to high regional economic dependency and single customer structures [12][13].

Core Viewpoint - The company, *ST Qingyan (301288.SZ)*, is currently focused on municipal wastewater treatment and industrial wastewater treatment, with no involvement in seawater desalination technology at this time [1] Group 1: Business Focus - The company's water treatment business primarily covers municipal wastewater treatment and industrial wastewater treatment [1] - The company is monitoring industry development trends and plans to leverage its technological advantages to advance its business layout [1] Group 2: Future Plans - The company will provide specific updates based on its disclosed information as it continues to adapt to industry changes [1]

二、农业银行应要求上述核准任职资格人员严格遵守金融监管总局有关监管规定，自农业银行政许可决 定作出之日起3个月内到任，并按要求及时报告到任情况。未在上述规定期限内到任的，本批复文件失 效，由决定机关办理行政许可注销手续。 三、农业银行应督促上述核准任职资格人员持续学习和掌握经济金融相关法律法规，牢固树立风险合规 意识，熟悉任职岗位职责，忠实勤勉履职。 2025年12月29日，昌吉金融监管分局发布批复称，《中国农业银行（601288）新疆分行关于薛王斌金融 机构高级管理人员任职资格核准的请示》（农银新发〔2025〕143号）收悉。经审核，现批复如下： 一、核准薛王斌农业银行昌吉分行副行长的任职资格。 ...

Core Insights - The report indicates that the current market sentiment is rated at 61, categorized as "relatively hot," suggesting a strong investor confidence in the market [2][10] - Key themes identified include robotics, banking, and brokerage sectors, with significant developments and investment opportunities highlighted in each area [6] Group 1: Robotics Sector - The establishment of a national standard organization for humanoid robots and embodied intelligence on December 26, 2025, marks a transition from "technical exploration" to "industrial collaboration" and "scale implementation," which is expected to accelerate technology deployment and ecosystem formation [6] - Related investment opportunities include companies such as Sanhua Intelligent Control (002050) and Wolong Electric Drive (600580) [6] Group 2: Banking Sector - Banking stocks are characterized by high dividend yields, with the China Securities Banking Index yielding 6.02%, significantly higher than the 10-year government bond yield, making them attractive for long-term investors like insurance and social security funds [6] - Notable banking stocks include Agricultural Bank of China (601288) and Ningbo Bank (002142) [6] Group 3: Brokerage Sector - The China Securities Regulatory Commission's chairman emphasized on December 6 the need for differentiated regulation, which aims to support high-quality institutions while limiting weaker ones, thus enhancing capital efficiency [6] - The focus is shifting from mere scale and growth to high-quality development, with recommendations for brokerage firms to differentiate their operations [6] - Relevant brokerage stocks include CITIC Securities (600030) and Guotai Junan Securities (601211) [6]