Group 1 - The core viewpoint of the article is that Sichuan Shuangma is actively involved in the biopharmaceutical sector, focusing on the incubation of innovative drugs through direct investment and incubator platforms [2] - The company has concentrated its efforts on several disease areas, including oncology, autoimmune diseases, metabolic disorders, and neurological diseases, and is developing a number of early-stage innovative drug enterprises with internationally competitive product data [2] - Sichuan Shuangma employs a systematic and platform-based incubation model to promote the transformation of research results into marketable products [2]

资料显示，四川和谐双马股份有限公司位于四川省成都市锦江区红星路三段一号成都国际金融中心1号 写字楼26楼2号，成立日期1998年10月20日，上市日期1999年8月24日，公司主营业务涉及建材生产业 务、私募股权基金投资管理业务。主营业务收入构成为：私募股权投资基金管理33.36%，水泥 32.46%，生物医药23.08%，骨料11.10%。 截至9月30日，四川双马股东户数2.92万，较上期减少5.50%；人均流通股26145股，较上期增加5.83%。 2025年1月-9月，四川双马实现营业收入9.17亿元，同比增长23.21%；归母净利润2.94亿元，同比增长 20.03%。 分红方面，四川双马A股上市后累计派现9.31亿元。近三年，累计派现2.59亿元。 机构持仓方面，截止2025年9月30日，四川双马十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股672.58万股，相比上期增加309.76万股。 1月23日，四川双马跌0.72%，成交额1.76亿元。两融数据显示，当日四川双马获融资买入额1390.96万 元，融资偿还2589.14万元，融资净买入-1198.18万元。截至1月23日，四川 ...

Investment Rating - The report assigns an "Overweight" rating to the industry, indicating a positive outlook for investment opportunities in the non-bank financial sector [5][14]. Core Insights - The report highlights that the non-bank sector is currently underweight by 3.08 percentage points, despite an increase in holdings during the fourth quarter of 2025. It emphasizes the potential for profit improvement and low valuations in non-bank stocks due to the influx of household funds into the market [3][5]. - The report notes a significant increase in the allocation to the insurance sector, with the proportion rising from 1.03% to 2.13%, while the insurance index saw a substantial increase of 23.42% in the fourth quarter [5][8]. - The report suggests that the brokerage sector has also received increased allocations, with public fund holdings rising from 0.85% to 1.08%, although it remains underweight by 2.30 percentage points [5][8]. Summary by Sections Non-Bank Sector - The non-bank sector remains underweight overall by 3.08 percentage points, with a positive outlook for long-term capital inflows and wealth management opportunities [5][8]. - Specific recommendations include increasing holdings in companies such as Jiufang Zhituo Holdings, Tonghuashun, Guoxin Securities, and others, as they are expected to benefit from the ongoing market dynamics [5][8]. Insurance Sector - The insurance sector's allocation has increased significantly, with a focus on low-valuation stocks as capital continues to flow into the market. The report recommends increasing holdings in China Life, Ping An, and China Pacific Insurance [5][8]. Brokerage Sector - The brokerage sector has seen a rise in public fund holdings, with notable increases in individual stocks like CITIC Securities and Huatai Securities. The report suggests that the retail business share is likely to improve, making these stocks attractive [5][8]. Financial Technology and Diversified Finance - The report indicates a decrease in the allocation to diversified finance and financial technology sectors, but highlights potential investment opportunities in companies like Lakala and Yuexiu Financial Holdings due to ongoing policy support and technological advancements [5][8].

证券日报网讯1月22日，四川双马（000935）在互动平台回答投资者提问时表示，公司参投的基金涉及 芯片行业的投资，相关情况请以公开信息为准。 ...

Core Viewpoint - Sichuan Shuangma is focusing on developing its biopharmaceutical research and production business while maintaining its existing building materials manufacturing operations [1] Group 1: Company Operations - Sichuan Shuangma is engaged in industrial investment and management as well as private equity fund management [1] - The company is managing and participating in investments in multiple private equity funds across various sectors including smart manufacturing, semiconductors, new energy, new consumption, health care, and biotechnology [1] Group 2: Investment Philosophy - The company adheres to the philosophy of promoting industry through capital, supporting the development of the real economy [1]

每经AI快讯，四川双马1月22日晚间发布公告称，公司第九届第十九次董事会会议于2026年1月21日以 现场或通讯的方式召开。会议审议了《关于2026年向银行申请授信额度并给予公司总经理和财务总监相 应授权的议案》等文件。 每经头条（nbdtoutiao）——特朗普强要格陵兰岛，丹麦一养老基金率先清仓美债，美国资产全线下 跌！欧洲手握"金融核按钮"，双方会"鱼死网破"吗？专家解读→ （记者 王瀚黎） ...

证券代码：000935 证券简称：四川双马 公告编号：2026-2 四川和谐双马股份有限公司 第九届董事会第十九次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、董事会会议召开情况 四川和谐双马股份有限公司（以下简称"公司"）第九届董事会第十九次会 议于 2026 年 1 月 21 日以现场或通讯的方式召开，现场会议地址为四川省成都市 锦江区红星路三段一号成都国际金融中心 1 号写字楼 26 楼 2 号。本次会议应出 席董事 7 人，实到 7 人。会议通知于 2026 年 1 月 17 日以书面方式向各位董事和 相关人员发出。 在公司董事充分理解会议议案并表达意见后，审议通过了以下议案： 《关于 2026 年向银行申请授信额度并给予公司总经理和财务总监相应授权的 议案》 根据公司 2025 年的实际经营和资产状况以及 2026 年的生产经营计划，为满 足运营的资金需求，根据贷款银行的要求及公司章程的规定，2026 年度，公司 及子公司拟向金融机构申请全年累计总金额不超过人民币 15 亿元的综合授信额 度。最终授信额度以银行实际审批情况为准， ...

| | 基础化工 | 江西省 | | --- | --- | --- | | | | 上海市 | | 环境违法违规 | 建筑装饰 | 四川省 | | | | 北京市 | | | 农林牧渔 | 海南市 | | | 环保 | 江苏省 | 每经AI快讯，"A股绿色报告"项目监控到的数据显示，四川双马（000935）间接控股子公司湖北健翔生 物制药有限公司多肽药物扩建项目环评审批获原则同意。该项目总投资额达5亿元。该审批信息于2026 年1月6日被相关监管机构披露。 "A股绿色报告"项目由每日经济新闻联合环保领域知名NGO公众环境研究中心（IPE）共同推出，旨在 让上市公司环境信息更加阳光透明。本项目基于31个省（区、市）、337个地级市政府发布的权威环境 监管数据，筛选监控上市公司及其旗下公司（包括分公司、参股公司和控股公司）的环境表现，加以专 业数据分析及深入解读，每日智能写作及时发布上市公司AI绿报，每周推出A股绿色周报，定期动态更 新上市公司环境风险榜。 上期（总第229期）A股绿色周报显示，共有6家上市公司在近期暴露了环境风险。 (记者 刘志远 陈俊杰) 免责声明：本文内容与数据仅供参考，不构成投资建议，使 ...

Group 1 - The core viewpoint of the article is that Sichuan Shuangma (000935) is currently constructing the A16 workshop in Hubei Jianxiang, which is expected to be completed in the second quarter of this year, leading to a significant increase in production capacity [1] Group 2 - The A16 workshop construction is ongoing and is a key development for the company [1] - Completion of the A16 workshop will enhance the company's production capabilities substantially [1]

Group 1 - The core point of the article is that Sichuan Shuangma is currently constructing the A16 workshop, which is expected to be completed in the second quarter of this year, leading to a significant increase in production capacity [2] Group 2 - Investors inquired about the construction progress of the A16 workshop on the investor interaction platform [2] - The company confirmed that the construction of the A16 workshop in Hubei Jianxiang is ongoing [2] - The completion of the A16 workshop is anticipated to enhance the company's production capabilities substantially [2]