Core Viewpoint - Zhongji United's 2025 performance forecast aligns with expectations, projecting a year-on-year increase in net profit attributable to shareholders of 59%-75% [1] Group 1: Company Performance - The company is experiencing continuous growth in order scale due to optimized order structure and enhanced customer coverage and product recognition [1] - Internal capability building is strengthened through various measures such as product structure optimization, technical breakthroughs, process improvements, and cost reduction, leading to a decrease in overall comprehensive cost rate and further enhancement of profitability [1] Group 2: Industry Context - The company is positioned as a leader in high-altitude safety equipment for wind power operations, benefiting from the high prosperity of the domestic wind power market and expansion into overseas and multiple sectors, which opens up growth opportunities [1]

截至发稿，陈顾君累计任职时间6年15天，现任基金资产总规模4.57亿元，任职期间最佳基金回报 47.96%， 任职期间最差基金回报-7.57%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，浙商证券资管旗下1只基金重仓完美世界。浙商汇金新兴消费（009527）四季度持有股数 3.26万股，占基金净值比例为2.29%，位居第九大重仓股。根据测算，今日浮亏损失约3.13万元。 浙商汇金新兴消费（009527）成立日期2020年5月29日，最新规模2338.1万。今年以来收益3.12%，同类 排名5847/9000；近一年收益23.03%，同类排名5054/8193；成立以来收益19.07%。 浙商汇金新兴消费（009527）基金经理为陈顾君。 2月2日，完美世界跌5.1%，截至发稿，报17.88元/股，成交7.04亿元，换手率2.09%，总市值346.87亿 元。 资料显示，完美世界股份有限公司位于北京 ...

Core Viewpoints - The current bond market is expected to remain volatile, with a possibility of the 10-year government bond yield breaking below 1.80%, but the downward space may be limited without substantial positive factors like reserve requirement ratio cuts or increased trading volume of government bonds [3][11][15] - The equity market maintains an optimistic outlook, with calendar effects likely benefiting small-cap stocks and sustaining strong performance [3][8][15] Bond Market Analysis - The bond market has shown a slight strengthening trend recently, driven by renewed expectations of loose monetary policy, but the performance has been asymmetric, with mid to long-term bonds performing better while ultra-long 20-year and 30-year bond yields have risen [4][12] - A recalibration of perceptions regarding the bond market is necessary, as bonds may now be viewed as weak assets despite some positive catalysts, contrasting with the previous bull market from 2021 to early 2025 [4][12] - The 30-year bond's recognition needs to be reassessed, as its performance has been tied to specific macroeconomic factors, and the current yield spread is at a relatively low level historically [5][13] - The difficulty in capturing market waves has increased, with rapid pricing adjustments occurring within 1-2 trading days, necessitating enhanced trading capabilities [5][12] February Calendar Effects - The bond market in February has historically shown mixed performance, with 4 years of gains and 6 years of losses from 2016 to 2025, influenced by cash demand during the Spring Festival [6][14] - The equity market in February exhibits a style divergence favoring small-cap stocks, driven by a lack of verifiable financial data and a shift in market logic towards future growth narratives [7][14] - The timing of the Spring Festival can significantly impact February's equity market performance, with later festivals correlating with stronger market movements due to the convergence of seasonal and policy factors [7][14]

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。 浙商证券股份有限公司（以下简称"浙商证券"或"公司"）第四届董事会 第四十一次会议于 2026 年 1 月 23 日以书面方式通知全体董事，于 1 月 27 日发 出补充通知，会议于 2026 年 1 月 30 日以通讯表决方式召开。会议应出席董事 9 人，实际出席董事 9 人。会议的召开符合《公司法》和《公司章程》规定。 经审议，作出决议如下： 证券代码：601878 证券简称：浙商证券 公告编号：2026-009 浙商证券股份有限公司 第四届董事会第四十一次会议决议公告 三、审议通过《关于单独设立公司巡查办公室的方案的议案》 表决结果：9 票同意，0 票反对，0 票弃权。 特此公告。 浙商证券股份有限公司董事会 2026 年 1 月 31 日 一、审议通过《关于经理层 2022-2024 任期激励核定的议案》 表决结果：9 票同意，0 票反对，0 票弃权。 本议案提交董事会前已经公司董事会提名与薪酬委员会审议通过。 二、审议通过《关于将"纪检监察室"更名为"纪检室"并明 ...

中国经济网北京1月30日讯 昨日，浙商证券资产管理有限公司公告，浙商汇金量化精选混合增聘陈 顾君。 浙商汇金量化精选混合A/C成立于2019年03月25日和2025年09月30日，截至2026年01月29日，其今 年来收益率为2.50%、2.47%，成立来收益率为71.29%、2.46%，累计净值为1.7129元、1.7110元。 | 基金名称 | 浙商汇金量化精选灵活配置混合型证券投资基 | | --- | --- | | | 金 | | 基金简称 | 浙商汇金量化精选混合 | | 基金主代码 | 006449 | | 基金管理人名称 | 浙江浙商证券资产管理有限公司 | | 公告依据 | 《证券投资基金信息披露管理办法》 | | 基金经理变更类型 | 增聘基金经理 | | 新任基金经理姓名 | 陈顾君 | | 共同管理本基金的其他基 | 庞雅菁 | | 金经理姓名 | | (责任编辑：康博) 陈顾君历任上海海通证券资产管理有限公司量化研究员，曾任浙江浙商证券资产管理有限公司量化 研究员、基金经理助理，现任基金经理。 ...

浙商证券研报指出，先导智能2025年业绩预增424%~529%符合预期，盈利能力加速修复，锂电设备龙 头王者归来。2025年全球动力电池市场持续回暖，储能领域需求强劲增长，行业整体需求持续复苏，锂 电设备行业受益于下游头部电池厂开工率提升及新一轮扩产周期的启动。公司作为行业龙头，业绩拐点 已明确。财务风险出清，盈利弹性释放；固态电池整线龙头，有望开启第二增长曲线。维持"买入"评 级。 ...

Market Overview - On January 28, the Shanghai Composite Index rose by 0.27%, the CSI 300 increased by 0.26%, the STAR Market 50 fell by 0.08%, the CSI 1000 rose by 0.21%, the ChiNext Index decreased by 0.57%, and the Hang Seng Index increased by 2.58% [3]. - The best-performing sectors on January 28 were non-ferrous metals (+5.92%), oil and petrochemicals (+3.54%), coal (+3.42%), building materials (+2.18%), and steel (+2.16%). The worst-performing sectors were comprehensive (-2.53%), media (-1.77%), national defense and military industry (-1.68%), beauty and personal care (-1.65%), and pharmaceuticals and biology (-1.56%) [3]. - The total trading volume of the A-share market on January 28 was 29,922.89 billion yuan, with a net outflow of 3.427 billion Hong Kong dollars from southbound funds [3]. Key Insights - The report discusses a strategy focused on Elon Musk's concept stocks and thematic index, highlighting that 2026 is seen as a pivotal year for the commercialization of Musk's technological ventures [4]. - Musk's companies, including Tesla, xAI, SpaceX, and Neuralink, are positioned in six key technology areas: AI, robotics, autonomous driving, commercial space, brain-computer interfaces, and new energy [4]. - The market's perspective is shifting from long-term valuation to actual considerations of order flow, revenue realization, and market penetration for Musk's business landscape [4]. - The investment theme is scored based on eight dimensions, with Musk's concept theme receiving a score of 95, indicating high ratings in all areas except valuation level [4]. - A stock pool of 78 beneficiaries related to AI, robotics, autonomous driving, commercial space, brain-computer interfaces, and new energy has been created, with a back-tested excess return of 127.44% compared to the Wind All A Index from early 2025 to the present, and 157.35% from April 9, 2025, to January 23, 2026 [4].

证券之星消息，1月28日证券板块较上一交易日下跌0.02%，首创证券领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。证券板块个股涨跌见下表： 从资金流向上来看，当日证券板块主力资金净流出5522.2万元，游资资金净流出5536.28万元，散户资金 净流入1.11亿元。证券板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600030 | 中信证券 | 5.80 Z | 12.08% | -8.74亿 | -18.19% | 2.94(Z | 6.11% | | 601211 | 圆圆超幅圆 | 2.14亿 | 6.78% | 676.80万 | 0.21% | -2.21 Z | -6.99% | | 601688 | 华泰证券 | 1.71亿 | 7.56% | 1780.28万 | 0.79% | -1.88 亿 | -8.35% ...

浙商汇金卓越配置一年持有混合(FOF)A/B成立于2021年11月08日，截至2026年01月26日，其今年 来收益率为2.70%、2.71%，成立来收益率为-20.37%、-19.66%，累计净值为2.4085元、2.1389元。 中国经济网北京1月28日讯 今日，浙江浙商证券资产管理有限公司公告，浙商汇金卓越配置一年持 有混合（FOF）、浙商汇金卓越稳健3个月持有混合发起式（FOF）增聘陈正声。 浙商汇金卓越稳健3个月持有混合发起式(FOF)A/C成立于2023年07月31日，截至2026年01月26日， 其今年来收益率为1.60%、1.62%，成立来收益率为11.23%、8.65%，累计净值为1.1123元、1.0865元。 陈正声曾任上海申银万国证券研究所金融工程部博士后研究员、申万宏源证券资产管理事业部权益 投资部FOF投资负责人、山西证券金融产品投资部总经理，现任浙江浙商证券资产管理有限公司资产配 置部行政负责人。 | 基金名称 | 浙商汇金卓越配置一年持有期混合型基金中基 | | --- | --- | | | 金(FOF) | | 基金简称 | 浙商汇金卓越配置一年持有混合(FOF) | | ...

Group 1 - The Low Volatility Dividend Index (H30269.CSI) selects 50 securities with good liquidity, continuous dividends, moderate payout ratios, positive growth in dividends per share, high dividend yields, and low volatility, with a dividend yield of 4.59% as of January 27 [1] - The Low Volatility Dividend ETF (华夏 159547) is the ETF with the lowest comprehensive fee tracking this index, with quarterly evaluations for dividends [1] - The Quality Dividend Index (931468.CSI) selects 50 listed companies with continuous cash dividends, high payout ratios, and strong profitability, with a dividend yield of 2.95% as of January 27 [1] Group 2 - The Quality Dividend ETF (159758) is the only ETF tracking the Quality Dividend Index, with associated connection funds A (016440), C (016441), and D (024263) [1] - Zhejiang Securities announced a cash dividend of 0.07 yuan per share (tax included), with the record date on February 3, 2026, and the ex-dividend date on February 4, 2026 [1] - The announcement is sourced from the "Zhejiang Securities Co., Ltd. 2025 Third Quarter Equity Distribution Implementation Announcement" [1]