Market Overview - The infrastructure sector experienced a decline of 0.42% on January 13, with Dongzhu Ecological leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Top Performers - Guosheng Technology (603778) saw a closing price of 25.20, with a significant increase of 7.55% and a trading volume of 950,500 shares, amounting to a transaction value of 2.344 billion [1] - Chengbang Co., Ltd. (603316) closed at 15.86, up 4.07%, with a trading volume of 189,300 shares and a transaction value of 297 million [1] - Tunnel Co. (600820) closed at 6.68, up 2.30%, with a trading volume of 794,700 shares and a transaction value of 529 million [1] Underperformers - Dongzhu Ecological (603359) dropped by 10.02% to a closing price of 7.90, with a trading volume of 682,200 shares and a transaction value of 5.41 billion [2] - China Nuclear Engineering (601611) fell by 9.98% to 17.95, with a trading volume of 2,315,100 shares and a transaction value of 4.280 billion [2] - Palm Co. (002431) decreased by 7.29% to 2.67, with a trading volume of 1,255,000 shares and a transaction value of 341 million [2] Capital Flow - The infrastructure sector saw a net outflow of 752 million from institutional investors, while retail investors contributed a net inflow of 610 million [2] - The top net inflows from retail investors were observed in China Electric Power (601669) with 14.4 million, and Tunnel Co. (600820) with 50.6 million [3] - Conversely, significant net outflows were noted in China Energy Construction (601868) with 53.8 million and China Railway (601390) with 42.1 million [3]

Core Viewpoint - The stock market performance of three companies, namely Jiamei Packaging, Guosheng Technology, and Tianpu Co., has shown significant volatility, with Jiamei Packaging and Guosheng Technology experiencing sharp increases, while Tianpu Co. faced a substantial decline upon resuming trading [2][4]. Group 1: Stock Performance - Jiamei Packaging and Guosheng Technology both hit the daily limit up, with Jiamei Packaging opening at 16.58 yuan and Guosheng Technology at 23.43 yuan [4]. - In contrast, Tianpu Co. opened with a limit down, indicating a significant drop in its stock price [4]. - Tianpu Co. had a remarkable increase of 1645.35% in stock price, ranking second among the top ten stocks in 2025 before its recent trading issues [3][9]. Group 2: Company Background and Developments - Jiamei Packaging, established in 2011 and listed in 2019, specializes in food and beverage packaging, with a notable market share in three-piece cans [5]. - The surge in Jiamei Packaging's stock price was driven by the announcement of a potential change in control by its major shareholder, with a price increase of 230.48% from December 17, 2025, to January 6, 2026 [6]. - Guosheng Technology's stock price has been rising since early November 2025, primarily due to speculation around its solid-state battery concept and acquisition news [6][7]. Group 3: Financial Performance - Tianpu Co. reported a revenue of 23,037.26 million yuan for the first three quarters of 2025, reflecting a year-on-year decline of 4.98%, with a net profit of 1,785.08 million yuan, down 2.91% [11]. - Jiamei Packaging's revenue for the same period was 203,924.10 million yuan, a decrease of 1.94%, and its net profit fell by 47.25% to 3,916.02 million yuan [12]. - Guosheng Technology is expected to report a negative net profit for the 2025 fiscal year, indicating a potential loss [13]. Group 4: Market Activity and Trading Dynamics - Jiamei Packaging has been active in the market, appearing on the trading leaderboard seven times in the past month, with a turnover rate of 0.43% [11]. - Tianpu Co. has been on the leaderboard 12 times in the last three months, with a low turnover rate of 0.51%, indicating susceptibility to market fluctuations [11]. - Guosheng Technology has shown high trading activity, appearing on the leaderboard 26 times in the last three months, with a turnover rate of 9.94% [14].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603778 | 国晟科技 | 23.43 | 10.00% | 63.91万 | 14.72亿 | | 601611 | 中国核建 | 19.94 | 9.98% | 282.40万 | 53.60亿 | | 300949 | 奧雅股份 | 43.51 | 7.54% | 3.39万 | 1.44亿 | | 002431 | 棕櫚股份 | 2.88 | 4.73% | 216.17万 | 6.16亿 | | 600853 | 龙建股份 | 4.64 | 3.11% | 77.72万 | 3.63亿 | | 300948 | 冠中生态 | 26.85 | 3.03% | 17.77万 | 4.67亿 | | 603007 | *ST花王 | 5.90 | 2.79% | 29.52万 | 1.73亿 | | 603955 | 大千生态 | 30.77 | 2.74% | 3.00万 | 9157.03万 | | 002062 | 宏润建设 | 9. ...

（原标题：利好！上市公司，密集公告！） 今日关注 近90家A股上市公司发布2025年年度业绩预告 17家净利同比预增上限超100% 两部门：4月1日起 取消光伏等产品增值税出口退税 证监会较大幅度提高证券期货违法行为"吹哨人"奖励 最高奖励100万元 重要的消息有哪些 1.全国商务工作会议：加快培育服务消费新增长点 优化消费品以旧换新政策实施 全国商务工作会议1月10日至11日在京召开。会议指出，2026年全国商务系统要重点做好八个方面工作：一是深入实施提振消费专项行动，打 造"购在中国"品牌。加快培育服务消费新增长点，释放服务消费潜力。优化消费品以旧换新政策实施，推动商品消费扩容升级。打造国际化消费 环境。发展数字消费、绿色消费、健康消费，激发下沉市场消费活力。二是健全现代市场和流通体系，推进全国统一大市场建设。加强制度保 障，优化设施载体，推动零售业创新发展，完善现代商贸流通体系，深入推进试点城市建设。推进内外贸一体化。三是推动贸易创新发展，打 响"出口中国"品牌。优化升级货物贸易，大力发展服务贸易，鼓励服务出口，创新发展数字贸易、绿色贸易，促进贸易投资一体化。四是塑造吸 引外资新优势，擦亮"投资中国"品 ...

今日关注 本周全球市场大事不断：中国2025年12月外贸数据、美国CPI及PPI数据将陆续公布；美国最高法院或公 布关税裁决；美联储将发布最新褐皮书，多位美联储官员将密集发声；美股财报季开启，摩根大通等将 披露最新业绩。重要会议方面，七国集团（G7）加其他国家财长会议将举行，中国核聚变与AIGC大会 召开。 宏观经济 1、1月10日至11日，全国商务工作会议在京召开。会议指出，全国商务系统2026年将重点做好深入实施 提振消费专项行动、推进全国统一大市场建设等八个方面工作。 2、国家医保局11日启动"个人医保云"建设试点。"个人医保云"将重点对接处理医院、药店、家庭智能 监测设备等数据，整合个人健康档案，形成个人医保财务档案，提供费用分析与医疗保障建议。 3、11日，由中国兵器工业集团完全自主研发的"天马-1000"无人运输机成功首飞。该型无人机是国内首 款实现"高原复杂地形适配、超短距起降、货运空投双模快速切换"的中空低成本运输平台。 4、据央视财经，截至1月9日，国内春节假期机票预订总量超300万张，日均预订量同比增长约20%。海 口在热门前10名城市中增速领跑，同比增长了1.2倍；三亚增长90%。拉萨、 ...

Key Points - Major asset restructuring plans are underway for several companies, including JiaoYun Co. and Dongzhu Ecology, with significant risks of termination noted for Dongzhu Ecology's restructuring efforts [11][12] - ST KeliDa is set to resume trading on January 12, 2026, following a proposed change in its actual controller [5] - NineLink Technology has terminated its major asset restructuring plans due to disagreements on core transaction terms [6] - Companies like Huazhou Laojiao and others have announced substantial profit distributions and performance forecasts, indicating positive growth trends [8][9][10] Focus Area 1: Asset Restructuring - JiaoYun Co. is planning a major asset swap involving its automotive sales and service segments with assets from its controlling shareholder [11] - Dongzhu Ecology is attempting to acquire control of Kai Rui Xing Tong Information Technology but faces significant termination risks due to valuation disagreements [12] - NineLink Technology has decided to halt its plans to acquire a 51% stake in Chengdu Neng Tong Technology after failing to reach consensus on key transaction details [6] Focus Area 2: Trading Resumption and Risk Warnings - ST KeliDa will resume trading on January 12, 2026, after a proposed change in its actual controller [5] - China First Heavy Industries and Oriental Pearl have issued risk warning announcements regarding their stock trading, highlighting the volatility and lack of revenue from certain projects [3][4] Focus Area 3: Performance Forecasts - Huazhou Laojiao expects a net profit of between 235 million to 271 million yuan for 2025, a significant recovery from a loss in the previous year [8] - China Shipbuilding Defense anticipates a net profit increase of 149.61% to 196.88% for 2025, driven by improved production efficiency and revenue from joint ventures [9] - Daotong Technology projects a net profit of 900 million to 930 million yuan for 2025, reflecting a growth of 40.42% to 45.10% [10]

Core Viewpoint - The stocks of Tianpu Co., Guosheng Technology, and Jiamei Packaging will resume trading on January 12, 2026, after completing their suspension for investigation due to abnormal trading fluctuations. Jiamei Packaging's stock experienced a significant price increase, leading to its suspension, while Guosheng Technology announced an expected annual loss [1][10][11]. Group 1: Jiamei Packaging - Jiamei Packaging's stock was suspended from trading on January 7, 2026, due to a significant price increase of 230.48% from December 17, 2025, to January 6, 2026, which deviated from the company's fundamentals [2][5][17]. - The company announced that it will resume trading on January 12, 2026, after completing the investigation [3][15]. - The stock's price at suspension was 15.07 yuan per share, marking its highest point since listing, with a total market capitalization exceeding 15 billion yuan [23]. Group 2: Control Change and Financial Performance - Jiamei Packaging's controlling shareholder, China Food Packaging Co., signed a share transfer agreement with Suzhou Zhuyue Hongzhi Technology Development Partnership, aiming to transfer 29.9% of the company's shares [6][18]. - The share transfer price is set at 4.45 yuan per share, approximately 2.4% lower than the last closing price before the suspension, with a total transaction value of 1.243 billion yuan for the transferred shares [19]. - The company reported a net profit of 39.16 million yuan for the first three quarters of 2025, a decrease of 47.25% year-on-year, indicating a decline in profitability [21][22]. Group 3: Future Business Direction - Jiamei Packaging has committed to maintaining its core business in food and beverage packaging without significant changes in the next 12 months, emphasizing its focus on integrated filling services and brand incubation [9][22]. - The new controlling entity, Zhuyue Hongzhi, does not plan to alter the company's main business operations or engage in significant asset sales or mergers in the near term [9][22].

此外，16倍大牛股 天普股份 表示，公司就近期股票交易情况进行了核查，鉴于相关核查工作已完成，公司股票将于1月12日 （明日）开市起复牌。证监会1月9日晚间发布公告，天普股份股票价格异常波动，市场高度关注。近日，证监会已对天普股 份股票交易异常波动公告涉嫌重大遗漏立案调查。 A股三只大牛股，明日复牌。 1月11日， 嘉美包装 发布公告称，就股票交易波动情况相关核查工作已完成，公司股票将于1月12日（明日）开市起复牌。在 此之前，嘉美包装股价持续飙涨，2025年12月17日至2026年1月6日期间累计涨幅超230%。 5倍大牛股 国晟科技 公告称，鉴于相关核查工作已完成，公司股票将于1月12日（明日）开市起复牌。回顾此前，2025年9月 23日至2026年1月6日期间，国晟科技股价累计涨幅达540%。 1月11日，嘉美包装发布公告称，公司股票将于2026年1月12日（星期一）开市起复牌。此前，因公司股票自2025年12月17日 至2026年1月6日期间价格涨幅为230.48%，其间多次触及股票交易异常波动情形，公司股票短期内价格涨幅较大，已背离公司 基本面，为维护投资者利益，公司就股票交易波动情况进行停牌核查。 ...

Core Viewpoint - Guosheng Technology announced a negative net profit forecast for 2025, indicating a significant downturn in its financial performance as it prepares to resume trading after a suspension due to stock price volatility [1][4]. Group 1: Financial Performance - The company expects a negative net profit for the fiscal year 2025, with preliminary estimates indicating a loss for shareholders [4]. - In recent years, the company's losses have been increasing, with net profits recorded at -68.88 million in 2023 and -106 million in 2024, reflecting a substantial year-on-year decline [9]. - As of the first three quarters of 2025, the net profit attributable to shareholders was -151.05 million, further deteriorating from previous periods [10]. Group 2: Stock Performance and Market Reaction - Prior to the trading suspension, Guosheng Technology's stock price surged, achieving a 370.20% increase over a specific period, which raised concerns about market speculation and irrational trading [6][7]. - The stock price reached 21.3 yuan per share, with a market capitalization of 13.99 billion before the suspension [3]. Group 3: Company Operations and Strategic Moves - Guosheng Technology is actively pursuing investments and acquisitions, including a planned cash payment of 240.6 million for a stake acquisition, despite facing increasing debt pressure with a debt-to-asset ratio of 70.52% [11]. - The company is focusing on the renewable energy sector, particularly in solid-state and lithium battery markets, which has been a key driver for its recent stock price increase [8].

Group 1: Tianpu Co., Ltd. (天普股份) - Tianpu Co., Ltd. stock price surged 16 times in 2025, closing at 218.02 yuan, with a total market capitalization nearing 30 billion yuan [3] - The company announced that its stock will resume trading on January 12 after completing a review of recent trading activities [3] Group 2: Guosheng Technology (国晟科技) - Guosheng Technology's stock experienced significant fluctuations, with a total increase of 370.20% from October 31, 2025, to January 6, 2026, reaching a historical high of 21.30 yuan per share [5] - The company will resume trading on January 12 after completing a review of abnormal trading activities [5] Group 3: Jiamei Packaging (嘉美包装) - Jiamei Packaging's stock price increased by 230.48% from December 17, 2025, to January 6, 2026, with the stock price at 15.07 yuan and a total market capitalization of 15.1 billion yuan [7] - The company announced that its stock will resume trading on January 12 after a review of trading fluctuations, which were primarily related to a change in control [7]