Group 1 - The core point of the article is that after more than a year of turmoil due to the departure of its actual controller, Jiubianli has been acquired by Chuangdong Huake, with a 51% stake, marking a significant change in ownership [1] - Chuangdong Huake's largest investor is Tianyin Holdings, a company with projected revenues exceeding 80 billion in 2024, which has partnerships with major brands like Apple, Huawei, and Samsung [2] - Despite its large revenue, Tianyin Holdings reported a net loss of 57 million in the first three quarters of 2025, indicating challenges in its mobile phone business, prompting a shift towards the liquor retail sector [2] Group 2 - Prior to acquiring Jiubianli, Tianyin Holdings had already invested in the new retail platform "Jiukuai Dao" and holds shares in the liquor e-commerce platform "Jiuxian Wang," creating a clear distribution network in the liquor industry [3] - Jiubianli faced severe financial difficulties after its actual controller, Yu Zengyun, was confirmed to have left the country and was under investigation for fundraising fraud, leading to a 37% year-on-year revenue decline and a net loss exceeding 60 million in the first half of 2025 [5][6][7] - The acquisition represents a potential strategic partnership between a mobile giant and a struggling liquor chain, raising questions about whether the digital supply chain expertise can successfully transition into the liquor business [8]

从资金流向上来看，当日专业连锁板块主力资金净流出6668.62万元，游资资金净流出2857.15万元，散户 资金净流入9525.77万元。专业连锁板块个股资金流向见下表： 证券之星消息，1月23日专业连锁板块较上一交易日上涨0.68%，孩子王领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。专业连锁板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301078 | 孩子王 | 11.10 | 2.02% | 45.94万 | 5.09亿 | | 300622 | 博士眼鏡 | 34.48 | 1.98% | 16.13万 | 5.52亿 | | 000829 | 天音控股 | 10.96 | 0.92% | 31.75万 | 3.47 Z | | 603214 | 爱歌室 | 17.96 | 0.84% | 4.13万 | 7398.90万 | | 300755 | 华致酒行 | 17.12 | 0.71% | 3.45 ...

本周，顺周期板块大幅拉升。 截至1月20日，基础化工、石油石化、建筑材料等顺周期板块均大涨超3%，高居申万一级行业涨幅榜前三位。今日（1月21日）上 午，顺周期板块继续上涨，有色金属涨超1%，钢铁、汽车、石油石化、基础化工均录得红盘。 消息面上，国家发改委副主任王昌林1月20日在国新办新闻发布会上表示，将会同相关部门打好政策"组合拳"，持续推动物价合 理回升。博时基金表示，从历史经验来看，过去"春节躁动"一般源于货币政策宽松、抑或增长预期明显改善、或重大事件催化三 方面驱动。1月当前的基准是虽暂无明显的增长改善预期、但人民币强势、同时产业催化也有一定期待，这指向本次"春季躁 动"仍可能有相对较强的驱动。结构方面，历次"春季躁动"经验显示，行情过往主要集中在科技成长和部分顺周期领域。 据证券时报·数据宝统计，根据机构一致预测，在汽车、商贸零售、机械、建材、有色等周期板块中，有10只个股2026年净利将暴 增10倍（在机构一致预测2025年净利为正的基础上）。其中增幅位居第一的是中自科技，机构一致预测今年净利增速超过51倍。 公司是一家专注于新材料、新能源的研发、生产和销售的高新技术企业，是我国环境催化剂领域的少 ...

证券时报记者 陈见南 1月21日，A股顺周期板块表现亮眼，其中申万有色金属行业指数涨幅2.79%，钢铁、建筑材料行业指数涨幅均超 1%。从2026年以来的行情看，有色金属行业指数涨幅排名第一，上涨近16%，基础化工上涨超11%，机械设备、 建筑材料等均上涨超7%。 顺周期板块对经济景气、价格和产能利用率高度敏感，一般包括上游的油气、有色金属等资源行业，中游的机 械、化工等制造行业，下游的汽车、家电等行业。业内人士表示，随着"反内卷"政策逐步深化，CPI触底回升，顺 周期板块整体表现比较强劲，或将显著跑赢市场基准。 博时基金表示，当前虽无明显的增长改善预期，但人民币强势，同时产业催化也有一定期待，"春季躁动"行情仍 可能有相对较强的驱动。结构方面，历次"春节躁动"行情主要集中在科技成长和部分顺周期领域。 值得注意的是，促进物价合理回升已是目前宏观调控的重要目标。1月20日，国家发展改革委副主任王昌林在新闻 发布会上表示，将会同相关部门打好政策"组合拳"，持续推动物价合理回升，并将促进物价合理回升作为货币政 策的重要考量。 从具体个股看，中自科技机构一致预测2026年净利润增速或超过51倍，排名第一，预测净利润为 ...

Group 1 - The professional chain sector increased by 0.2% compared to the previous trading day, with Aishide leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] - Aishide's closing price was 13.64, with a rise of 2.40%, and a trading volume of 578,100 shares, amounting to 794 million yuan [1] Group 2 - The main funds in the professional chain sector experienced a net outflow of 76.12 million yuan, while retail investors saw a net inflow of 62.58 million yuan [1] - Aishide had a net inflow of 59.11 million yuan from main funds, accounting for 7.45% of the total, while retail investors had a net outflow of 67.04 million yuan [2] - Tianyin Holdings saw a net inflow of 44.16 million yuan from main funds, representing 10.19%, but a net outflow of 3.55 million yuan from retail investors [2]

Group 1: Market Trends - The cyclical sectors, including basic chemicals, petroleum and petrochemicals, and building materials, have seen significant gains, with increases exceeding 3% as of January 20 [1] - On January 21, cyclical sectors continued to rise, with non-ferrous metals up over 1%, and steel, automotive, petroleum and petrochemicals, and basic chemicals all recording positive performance [1] - The National Development and Reform Commission's deputy director indicated a commitment to implement policies to support reasonable price recovery, which may drive market sentiment [1] Group 2: Investment Opportunities - Ten stocks in cyclical sectors are predicted to see net profit growth of tenfold by 2026, with the highest growth forecasted for Zhongzi Technology at over 51 times this year [2] - Tianyin Holdings is expected to achieve a net profit growth of over 42 times, benefiting from the AI replacement trend and national subsidies [2] - Delong Laser is projected to see a 36-fold increase in net profit, focusing on high-end industrial laser processing equipment [2] Group 3: Company Specifics - Ganfeng Lithium, with eight institutional ratings, is a leading lithium producer, planning to achieve an annual production capacity of no less than 600,000 tons of lithium products by 2030 [3] - Yujing Co., with six institutional ratings, specializes in processing equipment for hard materials and is expected to benefit from upgrades in the consumer electronics industry and expansion in the photovoltaic sector [3]

控股权被拍卖之后，酒便利迎来了新的控股方。 1月20日下午，南都湾财社-酒水新消费指数课题组记者注意到，酒便利发布《关于公司控股股东所持公 司部分股份被司法拍卖过户完成》公告，内容显示，1月16日河南侨华持有酒便利的38312119股（此前 被冻结），已经过户至共青城创东方华科股权投资合伙企业（有限合伙，下文简称创东方华科，即华科 基金）名下，公司实际控制人已发生变更。这也意味着，创东方华科已成为酒便利的控股股东，占股比 例达到51%。 酒便利方面还表示：公司具有独立完整的业务及自主经营能力，在业务、人员、资产、机构、财务等方 面相互独立，"上述事项目前未对公司的日常经营造成影响"。 南都湾财社记者此前报道，2025年12月9日，河南侨华持有酒便利的51%股份，在法拍平台上被分为3部 分进行拍卖，三批标的起拍价合计达6712万元，最终创东方华科以6839.9592万元最终成交。但是从评 估价来看，酒便利这批股权价值约9590万元，而实际市场价值或远高于评估价。 据了解，创东方华科是由深圳企业天音控股全资子公司天音通信，联合创东方资本共同发起，该合伙专 注于产业互联网领域投资，其中天音通信占股约32.3%为第一 ...

Market Overview - The professional chain sector experienced a decline of 1.06% on January 20, with Kid King leading the drop [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] Stock Performance - Doctor Glass (300622) saw a closing price of 34.73, with an increase of 2.66% and a trading volume of 319,100 shares, amounting to 1.104 billion yuan [1] - Aishide (002416) closed at 13.32, up 1.60%, with a trading volume of 342,700 shares, totaling 459 million yuan [1] - Huazhi Wine (300755) closed at 17.09, down 0.29%, with a trading volume of 29,800 shares, amounting to 50.8794 million yuan [1] - Tianyin Holdings (000829) closed at 10.52, down 0.94%, with a trading volume of 300,500 shares, totaling 318 million yuan [1] - Jifeng Technology (300022) closed at 8.57, down 1.38%, with a trading volume of 130,400 shares, amounting to 112 million yuan [1] - Aiyingshi (603214) closed at 17.79, down 3.68%, with a trading volume of 87,000 shares, totaling 156 million yuan [1] - Kid King (301078) closed at 11.10, down 5.21%, with a trading volume of 906,400 shares, amounting to 1.023 billion yuan [1] Capital Flow - The professional chain sector saw a net inflow of 26.1232 million yuan from institutional investors, while retail investors experienced a net outflow of 188 million yuan [1] - The capital flow for individual stocks indicates that Doctor Glass had a net inflow of 107 million yuan from institutional investors, representing 9.68% of its total [2] - Aishide had a net inflow of 37.4699 million yuan from institutional investors, accounting for 8.16% [2] - Kid King experienced a net outflow of 102 million yuan from institutional investors, representing 9.97% [2]

Core Viewpoint - The professional chain sector experienced a slight increase of 0.49% on January 19, with Kid King leading the gains, while the Shanghai Composite Index rose by 0.29% and the Shenzhen Component Index increased by 0.09% [1] Group 1: Market Performance - The closing price of Kid King was 11.71, reflecting a rise of 3.45% with a trading volume of 810,000 shares and a transaction value of 92.36 million [1] - Aiyingshi closed at 18.47, up by 2.90%, with a trading volume of 102,800 shares and a transaction value of 18.5 million [1] - Huazhi Wine's closing price was 17.14, showing an increase of 0.82% with a trading volume of 33,700 shares and a transaction value of 57.70 million [1] - Tianyin Holdings closed at 10.62, up by 0.38%, with a trading volume of 256,600 shares and a transaction value of 271 million [1] - Jifeng Technology closed at 8.69, reflecting a rise of 0.23% with a trading volume of 204,400 shares and a transaction value of 176 million [1] - Boshiyanjing closed at 33.83, down by 1.26%, with a trading volume of 172,800 shares and a transaction value of 589 million [1] - Aishide closed at 13.11, down by 1.87%, with a trading volume of 275,000 shares and a transaction value of 36.2 million [1] Group 2: Capital Flow - The professional chain sector saw a net inflow of 47.10 million from main funds, while retail investors experienced a net outflow of 70.20 million [1] - Kid King had a main fund net inflow of 97.03 million, accounting for 10.51% of the total, while retail investors had a net outflow of 91.11 million, representing -9.87% [2] - Tianyin Holdings recorded a main fund net inflow of 8.36 million, with retail investors experiencing a net outflow of 27.91 million [2] - Jifeng Technology had a main fund net inflow of 7.14 million, while retail investors saw a net outflow of 4.01 million [2] - Aiyingshi experienced a slight main fund net outflow of 0.08 million, with retail investors having a net inflow of 0.87 million [2] - Huazhi Wine had a main fund net outflow of 1.95 million, with retail investors experiencing a net outflow of 1.94 million [2] - Boshiyanjing faced a significant main fund net outflow of 23.56 million, while retail investors had a net inflow of 7.51 million [2] - Aishide had a main fund net outflow of 39.83 million, with retail investors seeing a net inflow of 38.36 million [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券简称：天音控股 证券代码：000829 公告编号：2026-001号 天音通信控股股份有限公司 第九届董事会第四十三次会议决议 公 告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 天音通信控股股份有限公司（以下简称"公司"）第九届董事会第四十三次会议于2026年1月13日以通讯 方式召开。会议通知于2026年1月8日以邮件方式发送至全体董事。应出席会议的董事9人，实际出席会 议的董事9人。公司同时将会议审议事项内容告知公司监事及高管人员。本次会议的通知、召开以及参 会董事人数均符合《公司法》和《公司章程》的有关规定，本次会议审议通过了如下议案： 一、审议通过《关于2026年度日常关联交易预计的议案》 根据公司业务发展需要及实际情况，同意公司预计与联合利丰供应链股份有限公司的年度日常关联交易 合计550,000万元。详见公司于2026年1月14日刊登在《中国证券报》、《证券时报》和巨潮资讯网 （http://www.cninfo.com.cn）上的《关于日常关联交易预计的公告》（公告编号：2026-002 ...