嘉美包装（002969）（002969）1月25日公告，公司股票自2025年12月17日至2026年1月23日期间价格涨幅为408.11%，期间多次触及股票交易异常波动情 形，公司股票短期内价格涨幅较大，已背离公司基本面，为维护投资者利益，公司将就股票交易波动情况进行停牌核查。 经公司向深圳证券交易所申请，公司股票自2026年1月26日（星期一）开市起停牌，预计停牌时间不超过5个交易日。 公告称，嘉美包装股票最新市净率、市盈率显著高于行业平均水平，未来可能存在股价快速下跌的风险。截至2026年1月23日，公司股票静态市盈率 132.58，市净率9.61；公司所属金属制品业静态市盈率为44.61，市净率为3.24。公司股票市盈率和市净率与同行业情况存在显著差异，存在市场情绪过 热、非理性炒作风险。 值得一提的是，本月初公司已进行过一次停牌核查。嘉美包装1月6日晚间公告，公司股票自1月7日开市起停牌，预计不超过3个交易日。后公司股票于1月 12日开市起复牌。 在1月25日公告中，嘉美包装针对公司股票交易异常波动的情况，对有关事项进行了核实。 公司控股股东中国食品包装有限公司与苏州逐越鸿智科技发展合伙企业签署了《关 ...

Group 1 - Spot gold price has surpassed $5000 per ounce for the first time, with institutions predicting it could rise to $6600 [2] - The recent surge in gold prices is attributed to U.S. President Trump's policies reshaping international relations and investors fleeing sovereign bonds and foreign exchange markets [2] - Last week, gold prices increased by 8.5%, driven by a weakening dollar, which has made gold and silver cheaper for global buyers [2] Group 2 - In the past two weeks, stock ETFs have seen a net outflow of nearly 500 billion yuan, with significant redemptions in broad-based ETFs [3] - The trading volume of stock ETFs has surged, with some broad-based ETFs reaching record highs since their inception [3] Group 3 - The semiconductor sector in A-shares has been active in mergers and acquisitions, with several companies announcing related plans and progress [8] Group 4 - The commercial aerospace sector is experiencing a talent shortage, with investors with relevant experience being highly sought after [9] - The market is facing a significant gap in experienced commercial aerospace investors, leading firms to recruit candidates with adjacent experience [9] Group 5 - Global commodity markets are entering a new super cycle, with fund managers strategically increasing allocations to non-ferrous and chemical products [10] - Factors such as global monetary expansion, a credit crisis in the dollar, and geopolitical conflicts are contributing to this anticipated cycle [10]

Core Viewpoint - The stock of Jia Mei Food Packaging (Chuzhou) Co., Ltd. has experienced a significant price increase of 408.11% from December 17, 2025, to January 23, 2026, leading to a suspension of trading for further investigation due to a divergence from the company's fundamentals [2][5][18]. Stock Trading Anomalies - The company's stock price has surged significantly, prompting multiple instances of abnormal trading activity, which has raised concerns about the sustainability of this price increase relative to the company's actual performance [2][5]. - The stock will be suspended from trading starting January 26, 2026, for a period not exceeding five trading days to conduct a thorough review of the trading fluctuations [2][18]. Financial Performance Expectations - The company anticipates a substantial decline in its 2025 financial performance, projecting a net profit attributable to shareholders between 85.44 million and 104.42 million yuan, representing a decrease of 53.38% to 43.02% compared to the previous year [3][9]. - The current stock price is significantly misaligned with the company's expected earnings and industry averages, indicating potential overvaluation and risks of a rapid price correction [3][9]. Control Change and Business Independence - The control of the company is set to change hands to Suzhou Zhuyue Hongzhi Technology Development Partnership, which has committed not to inject assets into the company for 36 months post-acquisition [3][6]. - The company maintains that its core operations in food and beverage packaging remain stable, with no significant changes in business operations or market conditions expected in the next 12 months [3][8][12]. Regulatory and Approval Processes - The acquisition process is subject to various regulatory approvals, including antitrust reviews and compliance checks by the Shenzhen Stock Exchange, with uncertainties surrounding the completion timeline [4][11][17]. - The company has confirmed that there are no undisclosed significant events that could impact its stock price, and all prior disclosures remain accurate [12][16].

重要新闻提示 北京：2026年经济社会发展主要预期目标包括地区生产总值增长5%左右 永杰新材：拟购买奥科宁克秦皇岛100%股权和奥科宁克昆山95%股权，预计构成重大资产重组 德力佳：拟50亿元投建10兆瓦以上风电用变速箱研发制造项目 今日提示 科创板新股北芯生命今日申购，申购代码为787712，发行价为17.52元/股 央行公开市场今日有2000亿元1年期中期借贷便利（MLF）和1583亿元7天期逆回购到期 国新办今日下午3时举行新闻发布会，商务部副部长鄢东介绍2025年商务工作及运行情况，并答记者问 中国信息通信研究院今日召开2026年"星算·智联"太空算力研讨会 第19届亚洲金融论坛今日在香港举行，首设"全球产业峰会"，涵盖人工智能与科技、新消费、生物医药 与医疗健康等高增长、高价值产业，聚焦金融与实体经济融合 财经新闻 1. 根据目前的发行安排，本周有3只新股申购，包括2只科创板新股、1只沪市主板新股。日程安排上， 科创板新股北芯生命周一（1月26日）申购，沪市主板新股林平发展、科创板新股电科蓝天周五（1月30 日）申购。详见宇航电源核心供应商，来了！ 2. Wind数据显示，本周（1月26日—1月30 ...

Weekend Major Events - The China Securities Regulatory Commission (CSRC) released the "Guidelines for Performance Comparison Benchmarks of Publicly Raised Securities Investment Funds," effective from March 1, 2026, to enhance investor protection and fund management practices [1][21]. Regulatory Actions - Individual Yu Han was penalized over 1 billion yuan for manipulating "Doctor Glasses" stock using 67 accounts from June 2019 to August 2024, with a total fine and confiscation of illegal gains amounting to 510,892,270.94 yuan [2][22]. - The CSRC imposed a record fine of over 28 million yuan on Zhejiang Ruifengda Asset Management Co., its affiliates, and its actual controller Sun Wei for illegal activities, with Sun receiving a lifetime ban from the securities market [3][23]. Market Developments - The CSRC expanded the range of futures market products by adding 14 specific futures and options, including nickel futures and options, paraxylene futures, and lithium carbonate futures [4][25]. - Silver prices surged to a historical high of 100 USD, with year-to-date increases of over 44% for both spot and futures [5][26]. Industry Insights - Beijing's government is encouraging mergers and acquisitions in satellite data-related enterprises as part of measures to promote the development and utilization of commercial satellite remote sensing data from 2026 to 2030 [6][26]. - Samsung Electronics raised NAND flash memory prices by over 100% in Q1 2024, indicating severe supply-demand imbalances in the semiconductor market, following a nearly 70% increase in DRAM prices [7][27]. Stock Market Analysis - The stock of Fenglong Co. experienced a 405.74% increase from December 25, 2025, to January 23, 2026, leading to a trading suspension for review due to significant price volatility [8][28]. - Jiamei Packaging's stock rose by 408.11% during the same period, also resulting in a trading suspension for review [9][29]. Broker Insights - CITIC Securities suggests focusing on sectors with strong support amid ongoing large-scale redemptions in broad-based ETFs, particularly in consumer and real estate chains [10][30]. - Shenyin Wanguo believes the spring market is progressing along a predetermined path, with a focus on cyclical investments and the potential for profit expansion [11][31]. - China Merchants Securities highlights the need to adapt to market cooling measures while focusing on high-growth sectors, especially in the context of rising silver prices [12][32]. - Guotai Junan emphasizes the resilience of the A-share market amid regulatory signals and external risks, with a focus on physical assets and Chinese assets as key investment themes for 2026 [13][34]. - CITIC Jiantou advocates for a dual focus on technology and resource products, given the current economic environment and liquidity conditions [14][33]. - Orient Securities notes the importance of tracking demand-driven price increases in various sectors, including AI hardware and upstream raw materials [15][35]. - GF Securities indicates a high certainty of wealth migration among high-net-worth individuals, with a notable slowdown in fund inflows into the market [16][36]. - Zhongtai Securities discusses the current market's significant differentiation, supported by high-risk appetite and favorable conditions for high-elasticity sectors [17][38]. - Everbright Securities recommends a cautious approach leading up to the Spring Festival, while maintaining positions in key sectors such as electronics and power equipment [18][39].

Weekend Major Events - The China Securities Regulatory Commission (CSRC) released guidelines for the performance comparison benchmarks of publicly offered securities investment funds, effective from March 1, 2026, to enhance investor protection and fund management practices [3] - A natural person named Yu Han was penalized by the CSRC for manipulating the stock of "Doctor Glasses" using 67 accounts, resulting in a total fine and confiscation of over 1 billion yuan [4] - The CSRC imposed significant penalties on Zhejiang Ruifengda Asset Management Co., totaling over 28 million yuan, with the actual controller facing a lifetime ban from the securities market [5] - The CSRC expanded the range of futures market open varieties, adding 14 new futures and options products [6] Silver Market Update - Silver prices surged to a historic high of over 100 USD, with year-to-date increases exceeding 40%, indicating a significant shift in global resource asset pricing mechanisms [7][17] Commercial Aerospace Encouragement - Beijing's government issued measures to promote mergers and acquisitions in satellite data-related enterprises, signaling support for the commercial aerospace sector [8][9] Broker Insights - CITIC Securities emphasized the importance of strong market support and suggested focusing on sectors with logical narratives and low valuations, particularly in consumer and real estate chains [14] - Shenwan Hongyuan noted that the spring market is progressing along a predetermined path, with a focus on cyclical investments and the potential for profit expansion [15] - China Merchants Strategy highlighted the need for a stable A-share market in response to rising silver prices and suggested focusing on high-growth sectors [16][17] - Guotai Junan pointed out the resilience of the A-share market amid external risks and emphasized the importance of physical assets and Chinese assets in 2026 [18] - CITIC Construction Investment recommended a dual focus on technology and resource products, with particular attention to sectors like AI, semiconductors, and new energy [19] - Cinda Strategy observed a shift in market dynamics, with a focus on sectors with strong performance and potential for price increases [20] - Dongfang Caifu Strategy identified commercial aerospace and AI applications as key investment themes, alongside sectors benefiting from supply-demand mismatches [21] - GF Securities noted a high certainty of deposit migration among high-net-worth individuals, with a significant inflow of funds into the market [22] - Zhongtai Strategy discussed the current market's significant divergence, supported by high-risk appetite and favorable liquidity conditions [24] - Everbright Strategy recommended a cautious approach leading up to the Spring Festival, with expectations of a market rebound post-holiday [25]

（文章来源：证券日报） 证券日报网讯 1月25日，嘉美包装发布公告称，公司决定按100.893元/张（含息含税）提前全部赎回"嘉 美转债"，赎回条件满足日为2026年1月15日，赎回登记日2026年2月5日，赎回日2026年2月6日；截至2 月5日收市未转股部分将被强制赎回并摘牌。 ...

每经记者｜彭斐 每经编辑｜陈旭 在资本市场中，当股价的上涨速度远远甩开基本面支撑时，往往预示着巨大的风险正在积聚。近期，嘉美包装（SZ002969，股价23.17元，市值 242.99亿元）就上演了一场令人咋舌的"极速狂飙"行情。 自2025年12月17日至2026年1月23日，短短一个多月的时间里，嘉美包装股价累计涨幅高达408.11%，期间多次触及股票交易异常波动情形。 然而，与K线上昂扬的"红线"形成鲜明对比的是公司黯淡的业绩预期与充满变数的控制权变更——嘉美包装披露了2025年度业绩预计同比下降约五 成的"利空"，拟入主的新控股股东公开表态"36个月内不进行资产注入"。 2025年度公司业绩预计情况（单位：万元） | 项目 | 本报告期 | | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 | | 8,543.71 | 2 | 10.442.31 | 18,327.33 | | 东的净利润 | 比上年同期 | 53.38% | ~ | 43.02% | | | | 下降 | | | | | | 扣除非经常性损益 | | 7.68 ...

本文转自【中国经济网】； 1月25日晚，锋龙股份、嘉美包装分别发布关于公司股票交易风险提示暨停牌核查的公告，两家公司股票均自1月26日（星期一）开市起停牌，预计停牌时 间不超过5个交易日。 锋龙股份股价短期涨幅较大 锋龙股份公告称，公司股票自2025年12月25日至2026年1月23日已连续17个交易日涨停，价格涨幅为405.74%，期间多次触及股票交易异常波动情形，公 司股票短期内价格涨幅较大，已积累巨大交易风险，明显偏离市场走势，未来可能存在股价快速下跌的风险。 | 锋龙股份 | | | --- | --- | | ESG 深 SZ002931 | | | 99.53 +9.05 +10.00% | | | 休市 01-23 15:00:00 金属制品 +1.22% > | | | 今开 换手 19.20% 总值 ⊙ 217.48亿 | 99.53 | | 最高 대해 38.64万 流值 200.31亿 | 99.53 | | 最低 额 38.46亿 市盈 TM 872.36 | 98.90 | | [Q] 龙虎榜: 01-23 入选龙虎榜, 成交额 38.46亿，... AI 解读 × | | | 分时 ...

Key Points - The Federal Reserve is expected to pause interest rate cuts during its upcoming meeting, with a 95.6% probability of maintaining current rates [2] - Beijing's GDP growth target for 2026 is set at around 5%, with public budget revenue expected to grow by 4% [4] - Shandong Province's GDP has surpassed 10 trillion yuan, achieving a growth of 5.5% in 2025 [5] - The China Securities Regulatory Commission (CSRC) has released new guidelines for public fund performance benchmarks, marking a significant step in promoting high-quality development in the public fund sector [6] - The CSRC has expanded the range of futures market products, adding 14 new futures and options for domestic specific varieties [7] - A record fine of over 28 million yuan was imposed on Zhejiang Ruifengda Asset Management Co., reflecting the CSRC's zero-tolerance policy towards severe violations in the private fund sector [8] - A market manipulation case resulted in a fine exceeding 1 billion yuan for an individual, highlighting the CSRC's commitment to enforcing market integrity [10][11] - Samsung has raised NAND flash prices by over 100%, indicating a significant supply-demand imbalance in the semiconductor market [12] - Two stocks, Fenglong Co. and Jiamei Packaging, are under trading suspension for price volatility, with respective price increases of 405.74% and 408.11% [13] - The commercial rocket company Zhongke Aerospace has completed its IPO counseling, indicating growth in the aerospace sector [14] - Apple has launched a limited-time discount on various products, including the iPhone 16 series and MacBook, with savings of up to 1,000 yuan [15][16] - This week, three new stocks are available for subscription, and 29 stocks will have their restricted shares released, totaling over 400 billion yuan in market value [18][19] - Investment strategies suggest a focus on stability before the Spring Festival, with potential growth in sectors like electronics and power equipment post-holiday [21][22][23]