Group 1 - The General Aviation ETF (563320.SH) experienced a decline of 8.10% on January 13, 2026 [1] - The net outflow of main funds (transactions over 1 million yuan) amounted to 10.74 million yuan, ranking it among the top two in comparable funds [1] - The latest trading volume for the fund was 70.20 million shares, with a total transaction value of 96.24 million yuan, placing it among the bottom two in comparable funds [1]

Group 1 - The Rare Earth ETF (159713.SZ) closed down by 3.40% on January 13, 2026 [1] - The net outflow of main funds (single transaction amount over 1 million yuan) was 29.32 million yuan, ranking it among the top two in comparable funds [1] - The latest trading volume of the fund was 152 million shares, with the latest transaction amount falling below 230 million yuan, ranking it among the bottom two in comparable funds [1]

2、国家发展和改革委员会价格监测中心最新数据显示，截至2026年1月7日，生猪价格为12.67元/公 斤，玉米价格为2.30元/公斤，猪粮比价为5.51。与2025年12月31日相比，生猪价格上涨了2.10%，玉米 价格持平，猪粮比价上涨了2.04%。 来源：市场资讯 （来源：南京玛合雅） 正文 一、【市场关注】 1、据Wind数据显示，截至1月9日当周，自繁自养生猪养殖利润为亏损11.54元/头，前一周为亏损34.59 元/头，外购仔猪养殖利润为亏损2.31元/头，前一周为亏损48.35元/头。 注：其他关于大豆与豆粕咨询可看公众号第一篇《豆粕晚评》 二、【每日外三元生猪现货报价和明日走势预测】 | | | | | | | | | 元/公斤 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ×城 | 4149 | 规模场 | 中小散 | 主流价 | 涨跌(较昨日) | 年同比 | 明日预测 | 后日预测 | | | 黑龙江 吉林 | 12.12 12.36 | 12.20 11.90 | 12.15 12.18 | 0.04 0.00 | ...

Core Viewpoint - The insurance sector experienced a rise of 2.14% on January 13, with New China Life leading the gains, while the overall market indices saw declines [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4138.76, down 0.64% [1] - The Shenzhen Component Index closed at 14169.4, down 1.37% [1] Group 2: Individual Stock Performance - New China Life (601336) closed at 83.47, up 4.26% with a trading volume of 341,300 shares and a turnover of 2.836 billion [1] - China Life (601628) closed at 51.03, up 3.22% with a trading volume of 216,000 shares and a turnover of 1.101 billion [1] - China Pacific Insurance (601601) closed at 45.91, up 1.17% with a trading volume of 392,100 shares and a turnover of 1.814 billion [1] - China Ping An (601318) closed at 68.20, up 0.96% with a trading volume of 1,502,200 shares and a turnover of 10.342 billion [1] - China Re (601319) closed at 9.92, up 1.22% with a trading volume of 1,053,100 shares and a turnover of 1.051 billion [1] Group 3: Fund Flow Analysis - The insurance sector saw a net outflow of 467 million from institutional investors, while retail investors contributed a net inflow of 418 million [1] - New China Life had a net inflow of 212 million from institutional investors, while retail investors had a net outflow of 171 million [2] - China Life experienced a net inflow of 104 million from institutional investors, with retail investors seeing a net outflow of 8.424 million [2] - China Pacific Insurance had a net outflow of 23.39 million from institutional investors, while retail investors had a net inflow of 61.86 million [2] - China Ping An faced a significant net outflow of 718 million from institutional investors, while retail investors had a net inflow of 597 million [2]

新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务，助力上市公司传播ESG理念，提升ESG可持续发展表现。点 击查看【 ESG评级中心服务手册】 在全球可持续发展浪潮席卷而来的当下，ESG（环境、社会、公司治理）已成为衡量企业高质量发展的核心标尺，更是连接企业价值与社会价值的关键纽 带。随着国内 ESG 生态体系的加速完善，政策监管持续收紧、资本市场对 ESG 表现的关注度不断飙升，企业的可持续发展能力愈发成为其核心竞争力的 重要组成部分。 在此行业背景下，新浪财经重磅发布"2025中国企业ESG百强"榜单。该榜单依托新浪财经专业的ESG评级体系，以5000余家A股上市公司及在港上市内地 企业为评价对象，创新性搭建 18套行业ESG评价模型，纳入150余项 ESG 指标，通过量化模型综合演算，对企业ESG表现进行全面、客观的综合评价，最 终筛选出中国 ESG 实践的标杆企业。榜单不仅为行业树立了发展典范，更为投资者提供了极具参考价值的决策依据。 中国太保在环境、社会、公司治理领域开展了大量工作，积累了丰富的创新实践与扎实的落地成果。凭借在ESG各领域的卓越表现，中国太保成功入选本 次 ...

Market Overview - On January 13, the A-share market saw a collective decline in the three major indices, with the Shanghai Composite Index closing at 4163.84 points, down 0.03% [2] - The Shenzhen Component Index fell by 0.31%, and the ChiNext Index decreased by 0.83% [2][3] - A total of 2427 stocks rose while 2862 stocks fell, indicating a mixed market sentiment [3] Sector Performance - The healthcare services, lithium mining, precious metals, and insurance sectors showed strong performance, while sectors such as commercial aerospace, communication equipment, and shipbuilding faced declines [3][4] - Lithium mining stocks experienced a significant surge, with companies like Tibet Summit reaching a 10% limit up, and others like Salt Lake Co. and Ganfeng Lithium rising over 7% [6][7] Lithium Mining Sector - The lithium mining sector saw a notable rally, with the main contract for lithium carbonate futures on the Shanghai Futures Exchange surpassing 170,000 yuan per ton, marking a rise of over 9% [6] - Key stocks in this sector include: - Tibet Summit: 19.49 yuan, up 9.99%, market cap of 17.8 billion yuan - Ganfeng Lithium: 72.83 yuan, up 7.15%, market cap of 144.5 billion yuan - Salt Lake Co.: 34.24 yuan, up 7.13%, market cap of 181.2 billion yuan [7] Insurance Sector - The financial sector was active, with the insurance sector showing strength. China Life Insurance rose over 3%, reaching 50.94 yuan per share, with a market cap of 1.2794 trillion yuan [10] - China Ping An increased by over 2%, priced at 68.92 yuan per share, with a market cap of 1.2034 trillion yuan [12] - Analysts predict that by 2026, new premium income for listed insurance companies will achieve double-digit growth, driven primarily by the bancassurance channel [15] AI Healthcare Sector - AI healthcare stocks were notably active, with several companies hitting the daily limit up. Notable performers included: - Nossg: 76.48 yuan, up 20.01%, market cap of 7.4 billion yuan - Pruis: 72.24 yuan, up 20.00%, market cap of 5.7 billion yuan - Hongbo Medicine: 56.64 yuan, up 20.00%, market cap of 7.9 billion yuan [18] - Nvidia announced a joint investment of $1 billion with Eli Lilly to establish an AI drug laboratory, which is expected to accelerate medical discoveries [17] Precious Metals Sector - The precious metals sector saw a significant rise, with spot gold prices reaching a record high of $4630.28 per ounce [20] - Key stocks in this sector include: - Hunan Silver: 9.21 yuan, up 9.90%, market cap of 26 billion yuan - Xiaocheng Technology: 38.54 yuan, up 8.72%, market cap of 10.6 billion yuan [21]

Core Viewpoint - China Pacific Asset Management has increased its stake in Shanghai Airport, raising its shareholding from 2.09% to 5.00%, triggering a mandatory tender offer [1][2]. Group 1: Shareholding Changes - On January 9, China Pacific Asset Management acquired over 70 million A-shares of Shanghai Airport through block trading [1]. - Following this transaction, the total shareholding of China Pacific Asset Management and its affiliate, Taiping Life, increased to 124 million shares [1][2]. - The increase in shareholding was funded by insurance funds managed by China Pacific Asset Management [4]. Group 2: Trading Details - The block trades on January 9 had a total transaction value of 2.14 billion yuan, with a trading price of 29.55 yuan per share, reflecting a 9.99% discount compared to the previous closing price [2][3]. - Three block trades were executed on that day, with the largest transaction involving 40.39 million shares [3]. Group 3: Financial Performance of Shanghai Airport - For the first three quarters of 2025, Shanghai Airport reported a revenue of 9.71 billion yuan, a year-on-year increase of 5.69%, and a net profit of 1.63 billion yuan, up 35.98% [8][9]. - The significant profit growth was attributed to increased air traffic at both Pudong and Hongqiao airports [8]. Group 4: Industry Context - The insurance sector has been active in equity acquisitions, with 41 instances of insurance capital increasing stakes in listed companies since 2025 [5]. - The trend of insurance capital acquisitions is expected to continue, focusing on companies with stable dividend cash flows and mature business models [8].

Market Overview - The A-share market experienced a narrow fluctuation with the Shanghai Composite Index down 0.03% at 4163.84 points, the Shenzhen Component down 0.31% at 14321.8 points, and the ChiNext Index down 0.83% at 3360.23 points, as well as the STAR Market Index down 1.77% at 1485.01 points, with a total trading volume of 2.44 trillion yuan and over 2800 stocks declining [1] Hot Sectors - The AI application sector led the market, with stocks like Easy Point World, Liou Shares, and Gravity Media hitting the daily limit, while AI medical concepts remained active with companies like Meian Health and Dean Diagnostics achieving three consecutive limit-ups [2][1] - The innovative drug sector saw significant gains, with Hongbo Pharmaceutical hitting the daily limit and other companies like Chengdu Xian Dao and Rui Zhi Pharmaceutical rising over 10% [3] - The insurance sector remained active, with China Life rising over 4% and other major insurers following suit, driven by policy support and macroeconomic changes [4] Securities Sector - The securities sector showed a rising trend, with Huayin Securities hitting the limit and other firms like Founder Securities and GF Securities also experiencing gains [5] Trading Volume - The trading volume in the Shanghai and Shenzhen markets reached a record high of 3.6 trillion yuan, indicating strong market activity [6] Institutional Insights - Zhongtai Securities noted that the market may maintain active trading under policy support, with long-term funds providing a necessary liquidity condition [7] - Dongfang Securities commented on the current healthy market trend, despite concerns about potential adjustments due to increased trading volume [8][9] - CITIC Securities highlighted the potential impact of the cancellation of export tax rebates for the photovoltaic industry, suggesting short-term challenges but long-term opportunities for high-quality development [10]

January 12, 2026 09:00 PM GMT Hong Kong/China Insurance | Asia Pacific 2026 Outlook - Returning to an Effective Valuation Framework We reiterate our Attractive industry view. We believe insurers could continue their re-rating, aided by strong sales growth, improved quality, and a favorable investment environment. Interest rate spread loss risk concerns could ease further. We prefer China life names, especially Ping An. From asset-focused to dual tailwinds on both asset and liability sides, with increased va ...

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