国盛证券研报指出，君亭酒店湖北文旅控股+加盟业务提速+REITs政策利好，迎发展新阶段。公司稳步 推进轻资产战略，通过君行和与精选国际的加盟合作进一步扩大品牌影响力和市场占有率，政策端酒店 REITs的放开也为公司轻重资产结构优化提供新机遇。当前湖北文旅控股将助力公司酒店业务完善区域 布局，资产注入有望增厚业绩，预计公司2025-2027年营业收入分别为7.0/9.0/11.1亿元，归母净利润分 别为0.17/0.85/1.61亿元，当前股价对应PE分别为296x/59x/31x，维持"买入"评级。 ...

北京商报讯(记者刘一博冯若男)1月7日尾盘，三大指数集体上涨，沪指4085.77点上涨0.05%。白酒板块 以2198.30点收盘，下跌0.21%，其中15只白酒股下跌。 从个股来看，贵州茅台（600519）收盘价达1423.36元/股，下跌0.33%；五粮液（000858）收盘价达 107.52元/股，下跌0.60%；山西汾酒（600809）收盘价达177.49元/股，下跌0.89%；泸州老窖 （000568）收盘价达117.12元/股，下跌1.26%；洋河股份（002304）收盘价达62.26元/股，下跌1.77%。 国盛证券（002670）在其发布研报称，白酒2025年充分释放风险，2026年有望迎"供给先行、需求渐 进"双改善，当下动销、价盘、报表三重底部，短期元春动销环比改善正向催化，中期维度动销、价 盘、报表有望相继修复，配置短期基于供给角度，中期基于格局与分红。 ...

Core Viewpoint - The report from Guosheng Securities emphasizes the importance of the Hainan sector and the elasticity of sub-sectors during the Spring Festival peak season in the short term, while mid-term prospects focus on new consumption, growth potential, transformation reforms, overseas expansion, and favorable policies. Group 1: Short-term Focus - The Hainan sector is highlighted due to the impact of the closure policy and the upcoming consumption peak season, with recommendations to focus on duty-free (supported by policies and improving fundamentals), cross-border e-commerce (Black Friday and Christmas promotions), certain scenic spots (ice and snow economy), supermarkets, and gold jewelry during the Spring Festival [1] - The cyclical sectors such as duty-free, hotels, and catering have shown month-on-month improvements, suggesting continued observation and validation [1] Group 2: Mid-term Outlook - By 2026, the report suggests maintaining focus on overseas expansion, particularly on leading brands, while also looking at innovative and transformative sub-sectors within the domestic consumption field, such as new cultural tourism and new retail [1] Group 3: Policy Impact - The joint issuance of the "Opinions" by various government bodies encourages grassroots unions to conduct up to four spring and autumn travel activities annually, and to support the purchase of annual tickets for scenic spots and the distribution of cultural tourism consumption vouchers [2] - The "Opinions" aim to expand the scale of employee cultural and sports activities, enhance cultural supply, and optimize the structure of sports development, thereby promoting employee consumption [2] Group 4: Consumption Trends - Data from Qunar indicates that during the autumn holiday in November 2025, ticket bookings in Sichuan province increased by 3.4 times year-on-year, with several popular scenic spots seeing ticket sales rise by over 100% [3] - During the snow holiday, hotel bookings in the Altay region increased by 30% year-on-year, and the search volume for "Altay skiing" rose by 43% [3] Group 5: Future Opportunities - The increase in statutory holidays and various policy documents promoting vacation rights and optimizing student holiday arrangements are expected to significantly boost cultural and sports consumption, creating new development opportunities for sectors such as duty-free, hotels, tourism, and sports [4]

Group 1: Core Insights - The report from Guosheng Securities indicates that the liquor industry is expected to fully release risks by 2025, with improvements in supply and demand anticipated in 2026, characterized by a "supply-first, demand-gradual" recovery [1] - Current market conditions show a triple bottom in sales, pricing, and financial reports, with short-term improvements in sales expected during the Spring Festival, and mid-term recovery in sales, pricing, and financial reports anticipated [1] Group 2: Consumer Trends - The overall consumption landscape is stabilizing, but prices are under pressure, with structural growth changes continuing; the food and beverage sector saw a cumulative decline of 4% in 2025, with liquor significantly impacted, down 7% year-to-date [1] - High-end consumption is recovering first, with experiential consumption leading the way; product life cycles are shortening, and there is a clear trend towards health-oriented products and improved trust in channels [1] Group 3: Liquor Industry Analysis - The supply side is clearing, with leading companies like Kweichow Moutai and Wuliangye stabilizing prices and boosting channel confidence; the industry is expected to prioritize volume over price and focus on sales and market share in 2026 [2] - Demand is gradually recovering, with sales showing signs of improvement; the peak sales period around the Spring Festival is expected to see continued recovery, particularly for leading brands [2] Group 4: Beer and Beverage Sector - The beer sector is anticipated to benefit from restaurant recovery, with expectations for volume and price performance to exceed forecasts; key stocks include Beijing Beer and China Resources Beer [3] - The beverage industry is expanding steadily, with segments like sugar-free tea and energy drinks leading growth; companies with strong brand and channel capabilities are likely to stand out in a competitive landscape [3] Group 5: Food Sector Insights - The restaurant supply chain is seeing a recovery in demand, with price wars easing; leading companies like Anjijia are expected to navigate price pressures effectively [4] - The snack sector is focusing on retail transformation and product-driven growth, with opportunities for standout products; the dairy sector is expected to see a turning point in raw milk cycles in the second half of 2026 [4] - The health supplement market in China is still in a growth phase, with new ingredients and effects presenting explosive opportunities; companies like H&H International Holdings are highlighted for their resilience [4]

Group 1 - Wan Shun New Materials announced that on January 6, 2026, it will accept investor research from Guosheng Securities and others, with Huang Wei and Yang Shizhe participating in the reception and answering investor questions [1] - The automotive market is experiencing a surge at the beginning of 2026, with sales being so busy that companies do not have time to eat [1] - BMW's original guide price of 349,900 yuan has been reduced to 225,000 yuan, with multiple car manufacturers also subsidizing purchase taxes [1]

Market Overview - The Shanghai Composite Index has reached a new ten-year high, surpassing the previous peak of 4034.08 points, closing at 4054.30 with a gain of 0.77% [4][5] - A total of over 4000 stocks rose in the market, indicating a broad-based rally [2] Sector Performance - Non-bank financial stocks, often seen as the "flag bearers" of the bull market, have shown significant gains, with stocks like Huayin Securities and Huatai Securities hitting their daily limits [12][13] - The semiconductor sector and precious metals have also performed well, while some concepts like optical modules and optical communication have seen pullbacks [5][6] Brain-Computer Interface Sector - The brain-computer interface concept stocks have remained active, with companies like Aipeng Medical and Xiangyu Medical hitting their daily limits with gains of 20% [9][10] - Neuralink's announcement of large-scale production of brain-computer interface devices by 2026 has been highlighted as a significant milestone for the AI industry, indicating a shift towards human-machine symbiosis [11] Stock Highlights - Notable stock performances include: - Aipeng Medical (300753) at 39.96, up 20.00% - Xiangyu Medical (688626) at 87.12, up 20.00% - Meihua Medical (301363) at 34.63, up 19.99% [10] - In the software trading sector, stocks like Zhinanzhen and Tonghuashun have surged over 8% [15][16] Summary of Key Stocks - Huayin Securities (002945) rose to 17.84, up 9.99% - Huatai Securities (601688) increased to 25.33, up 4.02% - Zhinanzhen (300803) reached 147.06, up 8.35% [14][16]

证券代码：002670 证券简称：国盛证券 公告编号：2026-001 国盛证券股份有限公司 关于公司控股股东股权无偿划转事项完成变更登记的公告 登录新浪财经APP 搜索【信披】查看更多考评等级 2025年12月22日，江西省国资委与江西省交通运输厅就该股权划转事项签署无偿划转协议。本次划转完 成后，公司控股股东仍为江西交投，实际控制人由江西省交通运输厅变更为江西省国资委。 具体内容详见公司于2025年11月20日披露的《关于公司控股股东股权无偿划转暨实际控制人变更的提示 性公告》（公告编号：2025-061），于2025年12月26日披露的《关于公司控股股东股权无偿划转暨实际 控制人变更的进展公告》（公告编号：2025-066）及《收购报告书摘要》，于2025年12月27日披露的 《收购报告书》。 二、本次股权无偿划转变更登记完成情况 2025年12月31日，江西交投90.00%股权无偿划转至江西省国资委的变更登记手续已办理完毕。 三、其他相关事项说明 本次控股股东股权无偿划转及实际控制人变更不会对公司治理及生产经营情况产生重大影响。敬请广大 投资者理性投资，注意投资风险。 国盛证券股份有限公司董事会 本公 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 为更好地满足广大投资者的理财需求，根据景顺长城基金管理有限公司（以下简称"本公司"）与国盛证 券股份有限公司（以下简称"国盛证券"）签署的委托销售协议，自2026年1月5日起新增委托国盛证券销 售本公司旗下景顺长城创业板综指增强型证券投资基金，具体的业务流程、业务开通情况、办理时间、 办理方式及费率优惠情况以国盛证券的安排和规定为准。现将相关事项公告如下： 一、适用基金 ■ 二、销售机构信息 销售机构名称：国盛证券股份有限公司 注册地址：江西省南昌市新建区子实路1589号 办公地址：江西省南昌市红谷滩新区凤凰中大道1115号北京银行大楼 法定代表人：刘朝东 联系人：占文驰 电话：0791-88250812 客户服务电话: 956080 网址：www.gszq.com 三、相关业务说明 1、申购赎回等业务仅适用于处于正常申购期及处于特定开放日和开放时间的基金。基金封闭期、募集 期等特殊期间的有关规定详见对应基金的《基金合同》、《招募说明书》、《产品资料概要》等相关法 律文件及本公司发布的最 ...

据智通财经报道，近日，郑震湘已正式卸任国盛证券研究所副所长一职，并从国盛证券离职。 公开资料显示，郑震湘曾任国盛证券研究所联席所长兼电子首席分析师，拥有超过10年证券研究经验，曾先后在中泰证券、国盛证券、方正证券等机构任 职，2018年12月至2023年8月期间首次任职于国盛证券并担任联席所长，2024年12月重返国盛证券并再次担任联席所长，后于2025年离职。截至2023年8月， 他已8次入选新财富最佳分析师榜单，研究领域覆盖电子科技产业与智能汽车领域。 公开资料显示，国盛证券成立于2002年12月，注册资本为46.95亿元，2012年4月16日在深圳证券交易所上市，经营范围涵盖证券经纪、证券自营、证券承销 与保荐、证券投资咨询、财务顾问、融资融券、转融通、约定购回式证券交易、证券投资基金销售、新三板做市、港股通、股票期权等。 财务数据方面，2025年前三季度，国盛证券实现营业收入18.56亿元，同比增长46.84%；实现净利润2.42亿元，同比增长191.21%。截至2025年三季度末，国 盛证券总资产为487.90亿元，应收账款为12.00亿元，经营活动产生的现金流量净额为-3.63亿元。 据智通财经报 ...

每经AI快讯，国盛证券1月5日晚间发布公告称，经江西省人民政府同意，江西省交通运输厅将其持有 的江西省交通投资集团有限责任公司（以下简称"江西交投"）90.00%股权无偿划转至江西省国有资产监 督管理委员会（以下简称"江西省国资委"）。 2025年12月22日，江西省国资委与江西省交通运输厅就该股权划转事项签署无偿划转协议。本次划转完 成后，公司控股股东仍为江西交投，实际控制人由江西省交通运输厅变更为江西省国资委。 2025年12月31日，江西交投90.00%股权无偿划转至江西省国资委的变更登记手续已办理完毕。 每经头条（nbdtoutiao）——秒光！1499元飞天茅台上线即空，i茅台App冲上苹果购物榜第一，10万用 户已下单！经销商同价做回馈，1000箱很快卖完 （记者 贾运可） ...