声明：本文仅作研究讨论用，只是个算法测试，不构成任何投资建议。股市有风险，决策需独立思考，搭建好自己的逻辑体系和风控体系，切忌人云亦 云。 这两周时间（20260124-20260207），大盘继续在调整。 测试单分出来的几个组合中，3月动量、1月动量、半月动量、综合交集、综合并集组合的收益率分别为：-0.67%、0.83%、-1.01%、-0.72%、-1.22%。 表现比大盘略好一些，当然，但就两周情况看不出什么来。 其实就上周的筛选结果来看，还有一只翻倍的股票，那就是民爆光电，不过它在期初是停牌状态，根本买不进去。 | | 沪深300 | | 3月动量策略1月动量策略半月动量策 综合策略 | | | | --- | --- | --- | --- | --- | --- | | 2025-10-04 | 1 | 1 | 1 | 1 | 1 | | 2025-10-18 | 0.9727 | 0.9783 | 0.9967 | 1.0198 | 1.0288 | | 2025-11-01 | 1.0000 | 1.0171 | 1.0331 | 1.0414 | 1.0591 | | 2025-11-15 ...

| 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 600172 | 黄河旋 | 9.98 | 21.94 | 69693.89 | 35.22 | | | 风 | | | | | | 300316 | 晶盛机 电 | 1.01 | 5.03 | 11360.04 | 4.02 | | 300179 | 四方达 | 14.67 | 25.17 | 6106.22 | 3.03 | | 000519 | 中兵红 | 2.50 | 4.96 | 4370.18 | 3.25 | | | 箭 | | | | | | 301021 | 英诺激 光 | 1.62 | 6.19 | 3806.73 | 6.70 | | 002046 | 国机精 | 5.75 | 5.27 | 3396.69 | 2.64 | | | 工 | | | | | | 605580 | 恒盛能 | 1.56 | 3.16 | 1381.86 | 6.06 | ...

证券代码：605580 证券简称：恒盛能源 公告编号：2026-003 恒盛能源股份有限公司 关于聘任董事会秘书的公告 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法律责任。 恒盛能源股份有限公司（以下简称"公司"）于 2026 年 1 月 23 日召开第三 届董事会第十九次会议，审议通过了《关于聘任董事会秘书的议案》，经公司董 事会提名委员会审核通过，公司董事会同意聘任金海先生为公司董事会秘书（简 历详见附件），任期自董事会审议通过之日起至第三届董事会届满之日止。公司 董事长余国旭先生将不再代行董事会秘书职责。 电子邮箱：hsny@hs-energy.com.cn 联系地址：浙江省衢州市龙游县永泰路 6 号浙江桦茂科技有限公司三楼 特此公告。 恒盛能源股份有限公司董事会 2026 年 1 月 24 日 1 附件: 金海先生具备履行董事会秘书职责所必需专业知识，具有良好的职业道德和 个人品德，并已取得董事会秘书任职资格；任职资格符合《公司法》《上海证券 交易所股票上市规则》《上海证券交易所上市公司自律监管指引第 1 号——规范 运作》 ...

证券代码：605580 证券简称：恒盛能源 公告编号：2026-004 恒盛能源股份有限公司 关于2025年度日常关联交易执行情况及 2026年度日常关联交易预计的公告 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法律责任。 重要内容提示： 本次日常关联交易事项在董事会审批权限内，无需提交股东会审议。 日常关联交易对上市公司的影响：本次交易是出于公司日常生产经营需 要，不会对公司的经营成果和财务状况产生不利影响，不会对关联方形成较大的 依赖，不会损害公司或中小股东的利益。 1.董事会审议程序 恒盛能源股份有限公司（以下简称"公司"）于2026年1月23日召开第三届 董事会第十九次会议，审议通过了《关于2025年度日常关联交易执行情况及2026 年度日常关联交易预计的议案》，表决结果为：同意5票，反对0票，弃权0票。 关联董事余国旭先生、余恒先生回避表决。 2.独立董事专门会议审议情况 公司 2026 年第一次独立董事专门会议审议了《关于 2025 年度日常关联交易 执行情况及 2026 年度日常关联交易预计的议案》，认为公司预计的 2 ...

二、董事会会议审议情况 （一）审议通过《关于聘任董事会秘书的议案》 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法律责任。 一、董事会会议召开情况 恒盛能源股份有限公司（以下简称"公司"）第三届董事会第十九次会议于 2026 年 1 月 23 日以现场结合通讯会议方式在浙江桦茂科技有限公司三楼会议室 召开，本次会议通知于 2026 年 1 月 16 日以专人送达方式送达各位董事，本次会 议应出席董事 7 人，实际出席董事 7 人，会议由董事长余国旭先生主持。本次会 议的召集、召开符合《中华人民共和国公司法》《公司章程》《董事会议事规则》 等有关法律法规和规范性文件的规定。经与会董事认真讨论、审议并通过如下事 项： 证券代码：605580 证券简称：恒盛能源 公告编号：2026-002 恒盛能源股份有限公司 第三届董事会第十九次会议决议公告 具体内容详见公司披露于公司指定信息披露媒体《上海证券报》和上海证券 交易所网站（www.sse.com.cn）的《恒盛能源股份有限公司关于聘任董事会秘书 的公告》（公告编号：2026-003）。 表 ...

恒盛能源1月23日公告，公司董事会同意聘任金海为公司董事会秘书，任期自董事会审议通过之日起至 第三届董事会届满之日止。公司董事长余国旭将不再代行董事会秘书职责。 ...

Summary of Key Points from Conference Call Records Industry Overview - The chemical industry has experienced a "global price surge" in the past month, with major companies like BASF, Dow, and Huntsman implementing price increases across Europe, Asia, and the Middle East [1][1][1] - Significant price increases have been noted for certain chemical products, with propylene oxide prices rising by 7.9% week-over-week [2][2][2] Companies Mentioned - Companies involved in the chemical sector include: - Xinxiang Chemical Fiber - Cangzhou Dahua - Weiyuan Co. - Shandong Heda - Hongbaoli - Hongbai New Materials - Red Wall Co. - Zhongyida - Zanyu Technology - China National Chemical - Jiangtian Chemical - Meibang Technology [2][2][2] Core Insights and Arguments - The recent price increases in the chemical market are attributed to a combination of supply chain pressures and increased demand for chemical products globally [1][1][1] - The government has introduced new policies to support urban renewal and stimulate the economy, which may further impact the demand for chemical products [2][2][2] Additional Important Information - The National Energy Administration reported that national electricity load has reached a historical winter high, exceeding 1.4 billion kilowatts for the first time, indicating strong energy demand [2][2][2] - The investment in new power systems is expected to grow significantly, with a projected 40% increase in investment during the 14th Five-Year Plan period [2][2][2] - The chemical industry is likely to benefit from these macroeconomic trends, as increased urban development and energy demands will drive further consumption of chemical products [1][1][1]

Group 1 - The electricity sector increased by 0.9% compared to the previous trading day, with Hengsheng Energy leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Key stocks in the electricity sector showed significant price increases, with Hengsheng Energy rising by 10.01% to a closing price of 27.47 [1] Group 2 - The electricity sector experienced a net inflow of 135 million yuan from institutional investors, while retail investors contributed a net inflow of 439 million yuan [2] - Major stocks like Shanghai Electric and Nanfang Energy saw varying levels of net inflow and outflow from different investor types [3] - Hengsheng Energy had a net inflow of 92.45 million yuan from institutional investors, indicating strong interest despite a net outflow from retail investors [3]

Group 1 - The cultivated diamond concept rose by 1.93%, ranking fifth among concept sectors, with 12 stocks increasing in value, including Hengsheng Energy, which hit the daily limit, and Sifangda, Huifeng Diamond, and Huanghe Xunfeng, which rose by 11.03%, 5.09%, and 4.87% respectively [1] - The leading stocks in the cultivated diamond sector by net inflow of main funds included Sifangda with a net inflow of 186 million yuan, followed by Hengsheng Energy, Liliang Diamond, and Huanghe Xunfeng with net inflows of 94.77 million yuan, 80.18 million yuan, and 57.77 million yuan respectively [1] - The main fund inflow rates for Hengsheng Energy, Sifangda, and Liliang Diamond were 17.01%, 11.73%, and 7.74% respectively, indicating strong investor interest in these stocks [2] Group 2 - The cultivated diamond sector saw a total net inflow of 208 million yuan, with 10 stocks receiving net inflows, and 7 stocks exceeding 10 million yuan in net inflow [1] - The stocks with the highest trading volume in the cultivated diamond sector included Sifangda with a trading volume of 185.70 million yuan and a turnover rate of 25.33%, indicating high investor activity [2] - Stocks such as Chuangjiang New Materials, Boyun New Materials, and Jing Sheng Electric experienced declines of 4.24%, 3.63%, and 2.26% respectively, highlighting some volatility within the sector [3]

Market Overview - The A-share market experienced a collective decline on January 20, with the Shanghai Composite Index down 0.01% to 4113 points, the Shenzhen Component Index down 0.97%, and the ChiNext Index down 1.79% [1][2] - The total market turnover reached 2.8 trillion yuan, an increase of 72 billion yuan compared to the previous trading day, with over 3100 stocks declining [1] Sector Performance - The commercial aerospace and satellite internet sectors saw significant declines, with multiple stocks hitting the daily limit down, including Tongyu Communication and Sanwei Communication [4] - The photovoltaic equipment sector also fell, with Guosheng Technology hitting the limit down, and several other stocks following suit [6] - The military industry sector weakened, with Shenjian Co. and others hitting the limit down [8] - Conversely, the epoxy propylene and chemical raw materials sectors performed well, with China Chemical and Hongbaoli hitting the limit up [12] - The precious metals sector continued to rise, with Hunan Silver and Zhaojin Gold both hitting the limit up [10] Notable Stocks - Aerospace Macro's stock price dropped over 11%, while Tongyu Communication and Sanwei Communication fell by approximately 10% [6][4] - In the photovoltaic sector, leading companies are expected to report losses for the 2025 fiscal year, with a total estimated loss of 41.5 to 47 billion yuan [7] - The military sector saw significant drops, with Xice Testing down over 12% and other stocks following suit [9] Economic Indicators - The price of spot gold surpassed $4700 per ounce, marking a historical high, with an increase of 8.8% in January alone [11] - Global chemical giants like BASF and Dow have announced price increases across various regions, indicating a potential upward trend in chemical product prices [13] Future Outlook - The overall valuation of the A-share market remains within a reasonable range, with investor risk appetite still high. Factors such as macro policy support, medium to long-term capital inflows, and moderate corporate profit recovery are expected to sustain the bullish market trend [19]