Group 1: Asian Infrastructure Investment Bank (AIIB) - AIIB President Jin Liqun will complete his term on January 15, 2026, after being elected as the first president in 2016 and re-elected in 2020. He expresses confidence in the future leadership of the new president, Zhao Jiayi [1] - AIIB, headquartered in Beijing with China as the largest shareholder, has grown its membership to 111 countries and approved nearly $70 billion in financing over its ten years of operation, contributing significantly to global infrastructure development and financial governance [1] Group 2: Xibei Restaurant - Xibei Restaurant confirmed the closure of 102 stores, accounting for approximately 30% of its total outlets, affecting around 4,000 employees. This decision stems from ongoing operational difficulties triggered by the pre-made food controversy in September 2025 [15] - The founder, Jia Guolong, acknowledged this event as the company's biggest external crisis and reflected on the need for better consumer engagement. Xibei is implementing measures such as product customization, a nearly 20% price reduction on core products, and the promotion of "sunshine kitchens" to recover from the crisis [15] Group 3: Monetary Policy - The People's Bank of China announced a 0.25 percentage point reduction in various structural monetary policy tool rates on January 15, 2026, aimed at lowering bank funding costs and directing credit resources to key areas such as small and micro enterprises, technological innovation, and green development [16] - This move is seen as a specific measure to implement a flexible monetary policy and conduct counter-cyclical adjustments, helping to stabilize market expectations and create space for potential future policy rate cuts [16] Group 4: U.S. Oil Sales - The U.S. has officially begun selling Venezuelan oil, with the first transaction valued at $500 million. This marks a significant shift in U.S. energy policy towards Venezuela, aimed at alleviating global energy supply pressures [17] Group 5: SF Express and Jitu - SF Express and Jitu announced a strategic shareholding agreement worth HKD 8.3 billion, with both companies acquiring 10% and 4.29% of each other's shares, respectively, with a five-year lock-up period [18] - This partnership signifies a transition from business collaboration to capital and strategic synergy, aiming to integrate SF's cross-border logistics advantages with Jitu's overseas last-mile network to expand in global markets [18] Group 6: U.S. Stock Market - On January 16, U.S. stock indices collectively rose, with the Dow Jones, S&P 500, and Nasdaq increasing by 0.60%, 0.26%, and 0.25%, respectively. Chip stocks performed strongly, driven by TSMC's impressive earnings report [19][20] - The banking sector also showed robust performance, with major financial institutions like BlackRock, Morgan Stanley, Goldman Sachs, and Citigroup seeing their stock prices rise [19][20] Group 7: Chinese Household Deposits - By the end of 2025, China's household deposit balance reached a record high of CNY 166.41 trillion, with broad money (M2) increasing to CNY 340.29 trillion. The M2 growth rate indicates a loose funding environment, while the M1 growth rate reflects insufficient corporate expansion willingness [23] Group 8: State Grid Investment - The State Grid plans to invest CNY 4 trillion during the 14th Five-Year Plan period, a 40% increase compared to the previous plan. The investment will focus on supporting the annual addition of 200 million kilowatts of renewable energy installations and enhancing system regulation capabilities [27] - This initiative aims to improve the capacity for west-to-east power transmission and support the development of clean energy bases, driving growth in the industry chain [27] Group 9: Kweichow Moutai - Kweichow Moutai has significantly reduced the contract prices for several key products and increased the volume on its direct sales platform "iMoutai" in early 2026. This decision follows a decline in the company's growth rate to a near ten-year low in Q3 2025 [28] - The company is responding to market pressures by lowering prices and strengthening direct sales, which may undermine its products' perceived financial attributes [28]

Market Overview - On January 15, A-shares showed mixed performance with the Shanghai Composite Index closing at 4112.6 points, down 0.33%, while the Shenzhen Component Index rose by 0.41% and the ChiNext Index increased by 0.56% [1] - The total market turnover was approximately 2.93 trillion yuan, a decrease of over 1 trillion yuan compared to the previous trading day, with more than 2200 stocks closing higher, including 63 stocks hitting the daily limit [1] Sector Performance - The precious metals sector led the gains, with Sichuan Gold hitting the daily limit. Other sectors that saw gains included electronic chemicals, photoresists, SMIC concepts, and agricultural chemicals [1] - Conversely, sectors such as Xiaohongshu concepts, internet e-commerce, and Sora video saw significant declines [1] Historical Highs - A total of 88 stocks reached historical closing highs, with notable concentrations in the electronics, non-ferrous metals, and machinery equipment sectors, which had 25, 15, and 14 stocks respectively [2] - The average price increase for stocks reaching historical highs was 4.74%, with stocks like Dongfang Tieta and Decai Co., Ltd. hitting the daily limit, and Shanghai Xinyang, Helin Weina, and Sudawige showing significant gains [2] Institutional Activity - In the龙虎榜, 16 stocks were net bought, with 13 stocks seeing net purchases exceeding 10 million yuan. The top net buyer was Shenguang Group with 494 million yuan, followed by Sanwei Communication with 279 million yuan [5] - Conversely, the top net seller was Liou Co., Ltd. with a net sell of 432 million yuan, followed by Zhongke Xingtou, Shanzi Gaoke, and Vision China, each exceeding 200 million yuan in net sales [5] Northbound Capital Flow - Among the stocks on the龙虎榜, 10 stocks received net purchases from northbound funds, with Wolong Nuclear Materials leading at 254 million yuan. Other notable net buyers included Zhongke Xingtou, Hezhuan Intelligent, and Xidian Co., Ltd. [7] - Northbound funds sold off 23 stocks, with Shanzi Gaoke leading the net sell at 315 million yuan, which hit the daily limit down [7] Company Announcements - Gree Electric Appliances announced a mid-year dividend distribution of 10 yuan per 10 shares, with the record date set for January 22, 2025 [10] - Longpan Technology expects to have procurement transactions with Ningde Times not exceeding 7 billion yuan in 2026 [11] - Zhi Te New Materials clarified that its business does not involve AI applications and will resume trading tomorrow [12] - Zhejiang Construction reported a cumulative new contract amount of 146.816 billion yuan for the year 2025 [14] - Zhenghai Magnetic Materials expects a net profit increase of 235.72% to 311.52% year-on-year for 2025 [16] - Shengnuo Bio anticipates a net profit increase of 204% to 281% year-on-year for 2025 due to growing demand for peptide raw materials [18]

Core Viewpoint - Several companies are expected to turn losses into profits in 2025, driven by improved market conditions and strategic initiatives. Group 1: Companies Expected to Turn Profits - Dongli New Science forecasts a net profit of 2.752 billion to 2.852 billion yuan for 2025, recovering from a loss of 843 million to 643 million yuan in the previous year [2] - Tianji Co. anticipates a net profit of 70 million to 105 million yuan in 2025, compared to a loss of 1.361 billion yuan in the previous year [2] - Haowu Co. expects a net profit of 42 million to 54 million yuan for 2025, recovering from a loss of 20.057 million yuan [4] - Xue Rong Bio predicts a net profit of 29 million to 40 million yuan in 2025, recovering from a loss of 617 million yuan [4] - Beisi Mei forecasts a net profit of 23.68 million to 34.06 million yuan for 2025, compared to a loss of 32.8646 million yuan [5] Group 2: Significant Corporate Changes - Tian Sheng New Materials plans to change its controlling shareholder and actual controller, with shares being transferred at 6.39 yuan per share [6][7] - Zhizhi New Materials and *ST Chengchang have completed their verification work and will resume trading on January 16, 2026 [8] Group 3: Performance Forecasts - SAIC Group expects a net profit of 9 billion to 11 billion yuan for 2025, an increase of 7.3 billion to 9.3 billion yuan from the previous year, representing a growth of 438% to 558% [10] - Sanmei Co. anticipates a net profit of 1.9903846 billion to 2.1496154 billion yuan for 2025, an increase of 1.2118480 billion to 1.3710788 billion yuan, reflecting a growth of 155.66% to 176.11% [10] - Futek Technology expects a net profit of 210 million to 250 million yuan for 2025, a growth of 121.98% to 164.26% [11] - Zhenyu Technology forecasts a net profit of 500 million to 550 million yuan for 2025, an increase of 96.89% to 116.58% [11] - Jinwo Co. expects a net profit of 46 million to 52 million yuan for 2025, a growth of 76% to 98.96% [12]

Group 1 - *ST Chengchang and Zhite New Materials announced resumption of trading after completing stock price fluctuation investigations, with trading set to resume on January 16 [2] - *ST Chengchang confirmed that there are no undisclosed matters affecting its stock price, and its production and operational status remain normal [3] - The stock of *ST Chengchang experienced a significant increase, with a cumulative rise of 162.65% from December 5, 2025, to January 12, 2026, and a price of 122.84 yuan per share on January 12, 2026 [3] Group 2 - Zhite New Materials' stock rose 198.57% over six consecutive trading days before being suspended for investigation, with resumption also set for January 16 [5] - The company clarified that it does not operate in popular sectors such as AI, quantum technology, or commercial aerospace, focusing instead on aluminum molds and prefabricated construction products [5] - For the first three quarters of 2025, Zhite New Materials reported approximately 2.023 billion yuan in revenue, a year-on-year increase of 12.09%, and a net profit of approximately 118 million yuan, reflecting a significant growth of 98.65% [5]

1月15日晚间， 志特新材、 *ST铖昌先后宣布股票明日起复牌。 ▍志特新材 ▍*ST铖昌 *ST铖昌公告，公司股票交易连续10个交易日内4次出现同向股票交易异常波动情形，属于股票交易严 重异常波动的情况。停牌期间，公司就股票交易波动情况进行了核查，鉴于相关核查工作已完成，公司 股票将于2026年1月16日（星期五）开市起复牌。 志特新材表示，公司股票自2026年1月5日至12日连续6个交易日涨停，涨幅达198.57%，为维护投资者 利益，公司就股票交易波动情况进行核查。经公司申请，公司股票自2026年1月13日开市起停牌，停牌 期间，公司就股价波动的相关事项进行了核查。鉴于相关自查工作已完成，公司股票将于2026年1月16 日开市起复牌。 *ST铖昌股价自2025年12月1日以来大幅拉升，至今累计涨幅近180%。本次停牌前7个交易日，公司股 票连续涨停。截至停牌前，该股报收122.84元/股。 公告称，公司业务不涉及AI应用、人工智能、量子科技、机器人及商业航天领域，亦未形成相关收 入。自上市以来，公司主营业务为铝模、防护平台、装配式预制件等产品的研发、生产与销售，未发生 任何变化。公司及子公司生产经营正常 ...

Group 1 - Huasheng Tiancheng's AI-related revenue currently accounts for a low proportion of overall revenue, indicating that it does not significantly impact the company's performance [2] - CICC's merger with Dongxing Securities and Xinda Securities is still undergoing audit work, which has not yet been completed [2] - Xinhua Department Store confirmed that there are no undisclosed major matters related to semiconductor asset injections, addressing market rumors [3] Group 2 - Zhong Rare Metals signed a strategic cooperation agreement with Xian Dao Group to enhance market share and industry influence in rare metals [4] - Zhongtian Rocket reported losses in its carbon/carbon thermal field materials business due to intensified competition in the photovoltaic industry [5] - Zhongyuan Nepe proposed to acquire 59% of Zhongyuan Jikean's equity for 143 million yuan, which will make it a wholly-owned subsidiary [5] Group 3 - Jiangxi Copper's subsidiary signed a cooperation agreement with First Quantum Minerals for exploration projects [6] - China Nuclear Power's Jiangsu Xuwei Nuclear Energy Heating Power Plant's first unit is set to pour its first concrete on January 16, 2026 [6] - ST Aowei's stock may be delisted if it continues to trade below par value [6] Group 4 - Triangle Tire plans to invest 3.219 billion yuan in a new high-performance tire project in Cambodia, expected to generate annual revenue of 2.585 billion yuan [7] - Baoxin Technology intends to publicly sell part of its subsidiary's assets, with a valuation of 50.2334 million yuan [7] - Nong Shang Environment's computing infrastructure project has not progressed as planned due to funding issues [8] Group 5 - Golden Dragon Fish plans to transfer stakes in two subsidiaries to Mars China for a total of 60 million USD, which is expected to impact its 2026 earnings significantly [8] - Jin Dao Technology intends to issue convertible bonds to raise up to 306 million yuan for various projects [8] - Aerospace Information expects a net loss of 700 million to 980 million yuan for 2025 due to industry changes [10] Group 6 - Tianji Co. forecasts a net profit of 70 million to 105 million yuan for 2025, recovering from a previous loss [10] - Muyuan Foods anticipates a net profit decrease of 12.2% to 17.79% for 2025 [11] - SAIC Group expects a net profit increase of 438% to 558% for 2025, driven by sales growth [12] Group 7 - Haolaike expects a significant drop in net profit for 2025, projecting a decrease of 75.16% to 83.23% [13] - Hainan Development anticipates a net loss of 440 million to 565 million yuan for 2025 [13] - Shuangliang Energy expects to report a loss for 2025 [14] Group 8 - Aijian Group also anticipates a loss for 2025 [14] - Meijin Energy forecasts a net loss of 850 million to 1.25 billion yuan for 2025 [14] - Kunlun Wanwei expects to report a loss for 2025 [14] Group 9 - Xue Rong Biological expects a net profit of 29 million to 40 million yuan for 2025, recovering from a previous loss [15] - Xin Nuo Wei anticipates a net loss of 170 million to 255 million yuan for 2025 due to increased R&D expenses [15] - Shengnuo Biological expects a net profit increase of 204.42% to 280.53% for 2025 [16] Group 10 - Longyuan Construction forecasts a net loss of 1 billion to 1.5 billion yuan for 2025 [17] - Kosen Technology expects a net loss of 245 million to 330 million yuan for 2025 [17] - Daqian Ecology anticipates a net loss of 100 million to 120 million yuan for 2025 [17] Group 11 - Lianfa Co. expects a net profit increase of 38.92% to 58.77% for 2025 [18] - Chongqing Steel anticipates a net loss of 2.5 billion to 2.8 billion yuan for 2025, but expects to reduce losses compared to the previous year [18] - Tongxing Technology forecasts a net profit increase of 74.2% to 125.44% for 2025 [19] Group 12 - Siyuan Electric expects a net profit of 3.163 billion yuan for 2025, a 54.35% increase year-on-year [19] - Luoyang Molybdenum expects a net profit increase of 47.8% to 53.71% for 2025 [20] - Nawei Technology anticipates a net profit increase of 54.51% to 75.03% for 2025 [20] Group 13 - Jingjia Micro expects a net loss of 120 million to 180 million yuan for 2025 [21] - Southwest Securities forecasts a net profit increase of 47% to 57% for 2025 [22] - Wankai New Materials expects a net profit of 156 million to 203 million yuan for 2025, recovering from a previous loss [22] Group 14 - Yilian Network anticipates a slight decrease in net profit for 2025, projecting a decline of 0% to 4% [23] - Baofeng Energy expects a net profit increase of 73.57% to 89.34% for 2025 [23] - Sanmei Co. forecasts a net profit increase of 155.66% to 176.11% for 2025 [23] Group 15 - Zhenyu Technology expects a net profit increase of 96.89% to 116.58% for 2025 [24] - Fute Technology anticipates a net profit increase of 121.98% to 164.26% for 2025 [24] - Guoli Electronics expects a net profit increase of 124.89% to 164.57% for 2025 [24] Group 16 - Shenyu Co. expects a slight decrease in net profit for 2025, projecting a decline of 0.05% to 11.37% [25] - Rongchang Biological plans to increase its share repurchase price limit to 116 yuan per share [26] - Defu Technology plans to repurchase shares for 75 million to 150 million yuan [26] Group 17 - ST Chengchang's stock will resume trading on January 16 after completing a trading fluctuation investigation [27] - Zhi Te New Materials will also resume trading on January 16 after confirming no major changes in business operations [27] - Lio Co. will suspend trading starting January 16 for stock fluctuation investigation [27]

志特新材表示，公司股票短期内涨幅较大，显著偏离大盘指数，但公司基本面未发生重大变化，目前公司股价严重偏 离基本面，存在市场情绪过热情形，公司股票击鼓传花效应明显，存在短期大幅下跌的风险，交易风险极大。 志特新材将于1月16日开市起复牌。 同样将于1月16日复牌的，还有*ST铖昌。作为退市风险警示股，*ST铖昌自2025年11月27日以来，股价连续上涨，至 今年1月12日，累计涨幅达到187%。1月13日开市起，*ST铖昌停牌核查。 1月15日晚，志特新材（300986）、*ST铖昌（001270）两只停牌核查股同日宣布，即将复牌。 志特新材是开年以来A股涨幅最大的公司。信息显示，年初至今志特新材累计涨幅接近200%。1月5日至12日的6个交易 日，志特新材连续20%涨停。由于涨幅过大，1月13日开市起，志特新材停牌核查。 1月15日晚，志特新材在公告中表示，截至目前，公司业务不涉及AI应用、人工智能、量子科技、机器人及商业航天领 域，亦未形成相关收入。自上市以来，公司主营业务为铝模、防护平台、装配式预制件等产品的研发、生产与销售， 未发生任何变化。 *ST铖昌在核查结果公告中表示，公司董事会确认，公司目前没有 ...

商业航天牛股*ST铖昌和今年首只翻倍牛股志特新材今日双双宣布股票明日复牌。 今日晚间，志特新材发布公告称，公司股票自2026年1月5日至12日连续6个交易日涨停，涨幅达198.57%，为维护投资者利益，公司就股 票交易波动情况进行核查。经公司申请，公司股票自2026年1月13日开市起停牌，停牌期间，公司就股价波动的相关事项进行了核查。鉴 于相关自查工作已完成，公司股票将于2026年1月16日(星期五)开市起复牌。 针对近期公司股票异常波动情况，公司董事会对公司、控股股东、实际控制人及其一致行动人就相关事项进行了核实，有关情况如下： 截至目前，公司业务不涉及AI应用、人工智能、量子科技、机器人及商业航天领域，亦未形成相关收入。自上市以来，公司主营业务为 铝模、防护平台、装配式预制件等产品的研发、生产与销售，未发生任何变化； 经公司自查，公司目前生产经营活动一切正常，近期公司经营情况及内外部经营环境未发生重大变化； 公司2024年度实现营业收入252,638.67万元，归属于上市公司股东的净利润为7,369.51万元；2025年前三季度实现营业收入202,34 8.67万元，归属于上市公司股东的净利润为11,78 ...

Group 1 - Luxshare Precision plans to repurchase shares worth between 1 billion to 2 billion RMB, with a maximum repurchase price of 86.96 RMB per share, aimed at implementing employee stock ownership plans or equity incentives [1] - Hanyu Pharmaceutical signed a sales order for GLP-1 raw materials worth 180 million RMB, which accounts for 30.50% of its audited revenue for 2024, potentially positively impacting annual performance [2] - Longpan Technology expects to engage in procurement transactions with CATL worth no more than 7 billion RMB in 2026, as part of a continuous related transaction agreement [3] Group 2 - Hu Silicon Industry reported that the National Integrated Circuit Industry Investment Fund reduced its stake by 32.0113 million shares, representing 0.97% of the total share capital, decreasing its ownership from 16.96% to 15.99% [4] - ST Chengchang completed its stock suspension review after abnormal trading fluctuations, confirming no need for corrections or disclosures, and will resume trading on January 16, 2026 [5] - Luoyang Molybdenum plans to use up to 20 billion RMB of idle funds for wealth management and entrusted financial products, pending shareholder approval [6] Group 3 - Siyuan Electric reported a net profit of 3.163 billion RMB for 2025, a year-on-year increase of 54.35% [7] - Tianji Co. expects a net profit of 70 million to 105 million RMB for 2025, recovering from a loss of 1.361 billion RMB in the previous year [7] - Muyuan Foods anticipates a net profit of 14.7 billion to 15.7 billion RMB for 2025, a decrease of 12.20% to 17.79% compared to the previous year [7] Group 4 - Luoyang Molybdenum forecasts a net profit of 20 billion to 20.8 billion RMB for 2025, representing an increase of 47.80% to 53.71% year-on-year [8] - Kunlun Wanwei expects to report a loss for 2025 [8] - Dalong Real Estate's subsidiary won a 763 million RMB engineering project contract [11]

今年最牛股将复牌。 1月15日晚间，志特新材（300986）发布《关于股票交易停牌核查结果暨复牌的公告》，公司股票将于2026年1月16日（星期五）开市起复牌。 行情数据显示，今年开年以来前6个交易日，公司股价连续斩获6个"20cm"涨停板，累计涨幅近200%。1月13日开市起，公司股票停牌核查。 Wind统计数据显示，以最新收盘价计算，志特新材是目前A股市场今年表现最佳股票，其累计涨幅大幅领先排名第二的股票。 | 序号 | 证券代码 | 证券简称 | 年涨跌幅 | | | --- | --- | --- | --- | --- | | | | | [交易日期] 2026-1-15 | | | | | | [单位] %↓ | | | 1 | 300986.SZ | 志特斯材 | | 198.5689 | | 2 | 301171.SZ | 易点天下 | | 100.7901 | | 3 | 002931.SZ | 锋龙股份 | | 94.9211 | | র্ব | 603598.SH | 引力传媒 | | 85.4620 | | 5 | 002131.SZ | 利欧股份 | | 84.3972 | | e ...