上交所公开信息显示，当日该股因日跌幅偏离值达-10.01%上榜，营业部席位合计净买入1103.08万元。 世茂能源(605028)今日跌停，全天换手率3.48%，成交额1.58亿元，振幅0.67%。龙虎榜数据显示，营业 部席位合计净买入1103.08万元。 近半年该股累计上榜龙虎榜7次，上榜次日股价平均跌0.17%，上榜后5日平均跌8.44%。 资金流向方面，今日该股主力资金净流出2718.83万元，其中，特大单净流出1279.47万元，大单资金净 流出1439.36万元。近5日主力资金净流出3367.53万元。 卖五 中信建投证券股份有限公司北京朝阳公园南路证券营业 部 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交9611.70万元，其中，买入成交额为 5357.39万元，卖出成交额为4254.31万元，合计净买入1103.08万元。 （文章来源：证券时报网） 具体来看，今日上榜营业部中，第一大买入营业部为申万宏源证券有限公司深圳滨海大道证券营业部， 买入金额为2570.55万元，第一大卖出营业部为五矿证券有限公司宁波镇明路证券营业部，卖出金额为 2432.11万元。 400.87 2025年1 ...

Group 1 - The core point of the article is that Shimao Energy (605028.SH) resumed trading with a significant drop of 9.99%, closing at 31.46 yuan after announcing the termination of its control rights transfer plan [1] - Shimao Energy's stock experienced a notable increase prior to the announcement, with a peak rise of 10.01% on January 8 and reaching a new all-time high of 35.50 yuan on January 9 [1] - The company had previously received a notification on January 11, 2026, regarding the potential transfer of shares that could lead to a change in control, prompting a trading suspension to ensure fair information disclosure [1] Group 2 - The company announced that it would continue to be suspended from trading beyond January 14, 2026, due to ongoing discussions regarding the control rights transfer, which ultimately did not reach an agreement on key terms [2] - The decision to terminate the control rights transfer plan was made after thorough communication and consideration, with no party bearing liability for breach of contract [2] - The company stated that its business operations remain normal and that the termination of the control rights transfer plan will not have a significant adverse impact on its operational performance and financial status [2]

Group 1 - New stock subscriptions: Agricultural University Technology subscription code 920159, issue price 25 yuan/share, subscription limit 720,000 shares. Zhenstone Co. subscription code 780112, issue price 11.18 yuan/share, subscription limit 54,500 shares [6] - The China Securities Regulatory Commission (CSRC) held a system work meeting on January 15, 2026, emphasizing the need to maintain market stability and enhance monitoring and regulation to prevent market volatility [7] - The CSRC is investigating Rongbai Technology for misleading statements regarding a major contract, which the company estimated at a total of 120 billion yuan with CATL [9] Group 2 - Minexplosion Optoelectronics plans to acquire Xiamen Zhizhi Precision and Jiangxi Maida, both focusing on core consumables in PCB manufacturing [10] - Yanjing Co. intends to purchase 98.54% equity of Yongqiang Technology, expanding its business into high-end electronic interconnection materials for integrated circuits [11] - Qizhong Technology plans to invest 50 million yuan in a stake in He Xin Integrated, a company in the advanced packaging and testing field [12] Group 3 - Tianyuan Intelligent's actual controller and chairman, Wu Yizhong, has been detained [14] - Tian Tie Technology's actual controller, Xu Jiding, has had his compulsory measures changed to bail pending trial [15] - Guolian Minsheng expects a net profit increase of approximately 406% year-on-year for 2025 [16] Group 4 - Oke Yi anticipates a net profit increase of 67.53% to 91.96% year-on-year for 2025 [17] - I Love Home expects a net profit increase of 40.78% to 56.42% year-on-year for 2025 [17] - Longi Green Energy expects a net profit loss of 6 billion to 6.5 billion yuan for 2025 [17]

Economic Information - Several smartphone manufacturers, including Xiaomi, OPPO, vivo, and Transsion, have lowered their annual shipment forecasts, with Xiaomi and OPPO reducing by over 20%, vivo by nearly 15%, and Transsion to below 70 million units [2] - Silver prices have surged over 50% in one month and over 150% in six months, impacting the photovoltaic industry, which consumes a significant amount of silver. The cost of raw materials for solar cells has increased by nearly 20% due to rising silver prices [2] - The company Xibei is expected to incur cumulative losses exceeding 600 million yuan from September 2025 to March 2026, leading to the closure of 102 stores, accounting for 30% of its total outlets [2] Company Alerts - Shenghong Technology anticipates a net profit increase of 260%-295% year-on-year for 2025, although Q4 performance fell short of expectations [4] - Cambridge Technology expects a net profit increase of 51%-67% year-on-year for 2025, with Q4 results also below expectations [4] - Multiple companies, including Weimait and Youyan Silicon, have announced plans to reduce their shareholdings by up to 4.98% and 3% respectively [4][11] Overseas Alerts - The three major U.S. stock indices collectively declined last Friday, with the Nasdaq China Golden Dragon Index dropping by 1.15%. Notable declines were seen in Chinese stocks such as Alibaba and JD.com [5] - The European Union is considering imposing tariffs on U.S. goods worth 93 billion euros in response to U.S. tariffs on eight European countries, which could take effect on February 6 if no agreement is reached [5]

Core Viewpoint - Shimao Energy has terminated the planned change of control due to failure to reach agreement on key terms between the parties involved, and plans to resume trading on January 19 [2][5] Group 1: Control Change Termination - The termination of the control change was announced on January 16, following a period of communication and negotiation that did not yield consensus on core terms [5] - Shimao Energy's stock was suspended from trading starting January 12, after experiencing significant price increases, including a limit-up close on January 8 and an over 8% rise on January 9, with a closing price of 34.95 yuan per share and a total market value of 5.592 billion yuan [2][5] Group 2: Business Operations - The company stated that the termination of the control change will not adversely affect its operational performance or financial condition [8][9] - Shimao Energy operates as a cogeneration enterprise primarily using municipal waste and coal as raw materials, producing steam and electricity for industrial use [9][10] Group 3: Financial Performance - For the first three quarters of 2025, Shimao Energy reported a year-on-year decline in revenue by 12.38%, net profit attributable to shareholders by 5.89%, and a significant drop in net profit excluding non-recurring gains and losses by 29.51% [11][14] - The decrease in net profit was attributed to reduced demand from surrounding heating users, a decline in steam sales, and coal price fluctuations [14]

Group 1 - The total market value of shares to be unlocked next week is 46.499 billion yuan, with 39 stocks involved, totaling 3.447 billion shares [5] - Shimao Energy (605028) announced the termination of control change discussions due to disagreements on core terms, with stock resuming trading on January 19, 2026 [2][3] - Shimao Energy focuses on waste-to-energy production, utilizing waste and coal as primary materials to generate steam and electricity [2] Group 2 - The highest market value of unlocked shares next week is from Xingtum Control, with 123 million shares (70.66% of total shares) becoming tradable, valued at 13.13 billion yuan [5][8] - Shanxi Coking Coal follows with 1.037 billion shares unlocking, valued at 6.968 billion yuan, primarily from targeted placement shares [5] - Five stocks have an unlocking ratio exceeding 20%, with Xingtum Control, Longda Co., and Chaoyan Co. leading at 70.66%, 48.78%, and 35.05% respectively [8]

Group 1 - Canada will grant China an annual quota of 49,000 electric vehicles, which will enjoy a 6.1% Most Favored Nation tariff rate, with the quota increasing at a certain rate each year [1] - The Ministry of Commerce of China expects both countries' industries to seize opportunities for mutual benefit and win-win cooperation [1] - The State Council of China is focusing on boosting consumption and supporting new service consumption growth points, aiming to enhance service quality and consumer willingness [1] Group 2 - The China Securities Regulatory Commission (CSRC) is strengthening market monitoring and regulation to prevent excessive speculation and market manipulation [1] - The CSRC is drafting a trial management method for derivative trading, emphasizing prudent regulation and maintaining reasonable leverage levels in the derivatives market [1] - The market supervision authority approved the acquisition of Dole Group by American Axle Manufacturing with additional restrictive conditions to ensure fair competition in the automotive parts sector [2] Group 3 - TCL Zhonghuan signed a cooperation framework agreement to invest in a new energy project [4] - Huatai Hotel's controlling shareholder is planning a merger and reorganization, which may lead to a change in actual control [4] - Cheng Tian Wei Ye plans to raise no more than 800 million yuan through a private placement for liquid cooling system projects [4]

Group 1 - The China Securities Regulatory Commission (CSRC) emphasizes the need for timely counter-cyclical adjustments to prevent significant market fluctuations and to maintain a stable market environment [2][3] - The CSRC is working on a draft regulation for the derivatives market to promote healthy development and limit excessive speculation [3] - The Shanghai Stock Exchange is monitoring stocks with significant volatility, including *ST Zhengping and *ST Yazhen, among others [3] Group 2 - The Ministry of Industry and Information Technology, along with five other departments, has released interim measures for the recycling and comprehensive utilization of used power batteries from new energy vehicles, effective from April 1, 2026 [4] - The State Taxation Administration is enhancing guidance on the taxation of residents' overseas income, reminding taxpayers to self-check their income from abroad for the years 2022 to 2024 [5] Group 3 - North Rare Earth expects a net profit of 2.176 billion to 2.356 billion yuan for 2025, an increase of 116.67% to 134.60% year-on-year [6] - Jianhe Technology anticipates a net profit of 252 million to 278 million yuan for 2025, representing a year-on-year increase of 51.19% to 66.79% [6] - Lanke Technology forecasts a net profit of 2.15 billion to 2.35 billion yuan for 2025, a growth of 52.29% to 66.46% compared to the previous year [6] - Changxin Bochuang expects a net profit of 320 million to 370 million yuan for 2025, reflecting a significant increase of 344.01% to 413.39% year-on-year [6] - Shenghong Technology projects a net profit of 4.16 billion to 4.56 billion yuan for 2025, marking a growth of 260.35% to 295% compared to the previous year [6] Group 4 - Huaxia Bank announced a cash dividend distribution of 1.591 billion yuan, with a record date of January 22, 2026 [7] - Dingxin Communications has received a notice from the CSRC regarding an investigation into suspected short-term trading of its stock [7] - Debang Co. announced that its stock will be suspended from trading due to a decision to terminate its listing, with trading resuming after the announcement of the delisting decision [8] - Huazhong Hotel is planning a merger and restructuring, which may involve a change in its controlling shareholder [8] - Shimao Energy has terminated its planned change of control due to disagreements on key terms, with no significant impact on its operations [9] - Jing Shan Light Machinery received a notice of administrative penalty for false disclosures in its 2018 annual report, leading to a risk warning for its stock [9]

Group 1 - The China Securities Regulatory Commission (CSRC) emphasized maintaining market stability and enhancing monitoring and regulation to prevent excessive speculation and market manipulation [3] - Canada and China reached a consensus on deepening economic and trade cooperation, signing the "China-Canada Economic and Trade Cooperation Roadmap," which includes an annual quota of 49,000 electric vehicles from China with a 6.1% most-favored-nation tariff [3] Group 2 - The State Council of China is focusing on boosting consumption and has outlined measures to clear overdue payments to businesses and ensure wage payments to migrant workers [4] - The Ministry of Commerce announced stronger support for green and smart product consumption through a recycling program for consumer goods [4] Group 3 - The State-owned Assets Supervision and Administration Commission (SASAC) is working on optimizing the layout and structure of state-owned enterprises, focusing on enhancing core business strengths [5] - The Market Supervision Administration has introduced new guidelines for recognizing illegal gains in market regulation, effective from March 20 [5] Group 4 - The A-share market experienced fluctuations, with the Shanghai Composite Index closing at 4,101.91 points, down 0.26%, while the Shenzhen Component Index and the ChiNext Index also saw slight declines [6] - The Hong Kong stock market showed mixed results, with the Hang Seng Index closing down 0.29% but showing a weekly gain of 2.34% [7] Group 5 - The Ministry of Housing and Urban-Rural Development highlighted significant investment opportunities in urban renewal projects during the 14th Five-Year Plan period [11] - The Ministry of Finance extended tax incentives for public rental housing, exempting certain taxes to promote construction [11] Group 6 - The China Automotive Power Battery Industry Innovation Alliance reported a 60.1% year-on-year increase in the cumulative production of power and energy storage batteries in 2025 [12] - The China Securities Association announced new rules allowing certain individual investors to redeem public pension fund shares early under specific conditions [12] Group 7 - The U.S. Federal Reserve officials indicated that current monetary policy remains moderately restrictive, with potential adjustments depending on labor market conditions [15][16] - The U.S. Senate approved funding for federal research institutions, rejecting previous budget cuts proposed by the Trump administration [16] Group 8 - The Chinese bond market showed signs of warming, with yields generally declining and the central bank conducting a net injection of liquidity [20] - Barclays analysts forecast a total issuance of U.S. corporate bonds to reach $2.46 trillion in 2026, marking an 11.8% increase year-on-year [20]

Core Viewpoint - Shimao Energy's planned change of control has been rapidly terminated due to a lack of agreement on key terms between the parties involved, despite the company's stock experiencing significant gains prior to the suspension of trading [1][2][3]. Group 1: Control Change Announcement - On January 12, Shimao Energy announced that it received a notification from its controlling shareholder, Shimao Investment, regarding a potential share transfer that could lead to a change in control [2]. - The company applied for a trading suspension on January 12, which was effective from the market opening on that day [2]. - On January 16, Shimao Energy announced the termination of the planned control change, stating that the parties could not reach an agreement on several core terms [2]. Group 2: Stock Performance - Prior to the suspension, Shimao Energy's stock price surged, hitting a historical high of 34.95 yuan per share on January 9, with a market capitalization of approximately 5.6 billion yuan [3]. - The stock experienced a limit-up on January 8 and an increase of over 8% on January 9, with significant trading volume noted [3]. Group 3: Company Structure - Shimao Energy primarily operates as a combined heat and power enterprise, utilizing municipal waste and coal as its main raw materials, producing steam and electricity [3]. - As of the third quarter of 2025, Ningbo Shimao Investment holds a 60% stake in Shimao Energy, making it the controlling shareholder [3]. - The actual controllers of Shimao Energy include six individuals, collectively holding 75% of the company's shares [4].