Core Viewpoint - Northbound capital saw a net inflow of 10.15 billion yuan in Q4 2025, with the market value of A-shares held increasing slightly from 25,852 billion yuan at the end of Q3 to 25,898 billion yuan at the end of Q4 [1]. Group 1: Top Holdings - The top ten stocks held by northbound capital as of the end of 2025 include CATL, Midea Group, Kweichow Moutai, China Merchants Bank, Zijin Mining, Northern Huachuang, Zhongji Xuchuang, Huichuan Technology, Ping An Insurance, and Luxshare Precision [1]. - New additions to the top 20 holdings include Suyuan Electric and Cambricon, while WuXi AppTec and Lattice Semiconductor exited the top 20 [1]. Group 2: Sector Performance - In Q4, northbound capital increased holdings in sectors such as new energy (CATL, DeYuan Co., Sunshine Power), electronics (Luxshare Precision, Northern Huachuang, Zhaoyi Innovation), non-ferrous metals (Aluminum Corporation of China, Jiangxi Copper, Zhongjin Gold), and large financials (China Merchants Bank, Ping An Insurance) [2][3]. - The sectors with the highest increase in holdings were non-ferrous metals, communication, and basic chemicals [7][8]. Group 3: Net Inflows and Outflows - The stocks with the highest net inflows in Q4 included CATL (12.19 billion yuan), Luxshare Precision (6.1 billion yuan), Weichai Power (4.87 billion yuan), China Merchants Bank (4.26 billion yuan), and Ping An Insurance (3.49 billion yuan) [4]. - Conversely, the stocks with the largest net outflows included Kweichow Moutai (-8.45 billion yuan), WuXi AppTec (-5.32 billion yuan), BYD (-4.98 billion yuan), and Mindray Medical (-4.22 billion yuan) [5]. Group 4: Industry Holdings - The leading industry by market value held by northbound capital is electrical equipment, followed by electronics, non-ferrous metals, banking, and machinery [6]. - The industries with the most significant increase in market value held were non-ferrous metals (51.63 billion yuan), communication (19.48 billion yuan), and basic chemicals (8.86 billion yuan) [8].

Group 1 - The China Securities Regulatory Commission (CSRC) emphasized maintaining market stability and enhancing monitoring and regulation to prevent excessive speculation and market manipulation [3] - Canada and China reached a consensus on deepening economic and trade cooperation, signing the "China-Canada Economic and Trade Cooperation Roadmap," which includes an annual quota of 49,000 electric vehicles from China with a 6.1% most-favored-nation tariff [3] Group 2 - The State Council of China is focusing on boosting consumption and has outlined measures to clear overdue payments to businesses and ensure wage payments to migrant workers [4] - The Ministry of Commerce announced stronger support for green and smart product consumption through a recycling program for consumer goods [4] Group 3 - The State-owned Assets Supervision and Administration Commission (SASAC) is working on optimizing the layout and structure of state-owned enterprises, focusing on enhancing core business strengths [5] - The Market Supervision Administration has introduced new guidelines for recognizing illegal gains in market regulation, effective from March 20 [5] Group 4 - The A-share market experienced fluctuations, with the Shanghai Composite Index closing at 4,101.91 points, down 0.26%, while the Shenzhen Component Index and the ChiNext Index also saw slight declines [6] - The Hong Kong stock market showed mixed results, with the Hang Seng Index closing down 0.29% but showing a weekly gain of 2.34% [7] Group 5 - The Ministry of Housing and Urban-Rural Development highlighted significant investment opportunities in urban renewal projects during the 14th Five-Year Plan period [11] - The Ministry of Finance extended tax incentives for public rental housing, exempting certain taxes to promote construction [11] Group 6 - The China Automotive Power Battery Industry Innovation Alliance reported a 60.1% year-on-year increase in the cumulative production of power and energy storage batteries in 2025 [12] - The China Securities Association announced new rules allowing certain individual investors to redeem public pension fund shares early under specific conditions [12] Group 7 - The U.S. Federal Reserve officials indicated that current monetary policy remains moderately restrictive, with potential adjustments depending on labor market conditions [15][16] - The U.S. Senate approved funding for federal research institutions, rejecting previous budget cuts proposed by the Trump administration [16] Group 8 - The Chinese bond market showed signs of warming, with yields generally declining and the central bank conducting a net injection of liquidity [20] - Barclays analysts forecast a total issuance of U.S. corporate bonds to reach $2.46 trillion in 2026, marking an 11.8% increase year-on-year [20]

每经AI快讯，1月16日，中际旭创公告称，公司控股股东山东中际投资控股有限公司于2025年11月20日 至2026年1月15日期间，通过大宗交易方式减持550万股，占公司总股本的0.49%。本次减持计划已实施 完毕。 ...

中际旭创控股股东减持计划实施完毕公告要点 减持前：持股12,694.01万股，占比11.42% 减持后：持股12,144.01万股，占比10.93% 股份来源：首发前股份及资本公积转增股份 一、减持实施情况 减持主体：控股股东山东中际投资控股有限公司 减持数量：550万股，占总股本0.49% 减持方式：大宗交易 减持均价：521.73元/股 减持期间：2025年11月20日至2026年1月15日 二、持股变动情况 三、重要承诺 中际控股及其一致行动人承诺：自本次减持完成后12个月内不再减持公司股份。 四、其他说明 本次减持不改变公司控制权，不影响公司治理结构和持续经营。减持符合相关法规要求，与此前披露计 划一致。 ...

Group 1 - The controlling shareholder, Shandong Zhongji Investment Holding Co., Ltd., has reduced its holdings by 5.5 million shares through block trading between November 20, 2025, and January 15, 2026, at an average price of 521.73 yuan per share, accounting for 0.49% of the company's total share capital [1] - After the reduction, the controlling shareholder holds 121 million shares, representing 10.93% of the total shares, down from 127 million shares, which accounted for 11.42% before the reduction [1] - The reduction plan has been completed, and the controlling shareholder and its concerted parties have committed not to reduce their holdings in the company for 12 months following the completion [1]

- The report tracks the market trend by monitoring stocks, industries, and sectors that have reached new highs, using a 250-day high distance metric[11] - The 250-day high distance is calculated as follows: $ 250 \text{ day high distance} = 1 - \frac{Closet}{ts\_max(Close, 250)} $ where Closet is the latest closing price and $ ts\_max(Close, 250) $ is the maximum closing price over the past 250 trading days[11] - As of January 16, 2026, the 250-day high distances for major indices are: Shanghai Composite Index 1.52%, Shenzhen Component Index 0.60%, CSI 300 1.23%, CSI 500 0.20%, CSI 1000 1.49%, CSI 2000 1.77%, ChiNext Index 0.81%, and STAR 50 Index 1.63%[12][13] - The report identifies 1204 stocks that reached a 250-day high in the past 20 trading days, with the highest numbers in the machinery, electronics, and basic chemicals industries[19] - The highest proportions of new high stocks are in the defense, non-ferrous metals, and petrochemical industries[19] - The report also tracks "stable new high stocks" based on analyst attention, relative strength, trend continuity, price path stability, and new high sustainability[23][26] - The screening criteria for stable new high stocks include: at least 5 buy or hold ratings in the past 3 months, top 20% in 250-day price change, and top 50% in price path smoothness and new high continuity metrics[26] - The report lists 50 stable new high stocks, with the highest numbers in the cyclical and technology sectors, particularly in non-ferrous metals and electronics industries[27]

证券代码：300308 证券简称：中际旭创 公告编号：2026-008 中际旭创股份有限公司 关于控股股东减持计划实施完毕的公告 公司控股股东山东中际投资控股有限公司保证向本公司提供的信息内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 中际旭创股份有限公司（以下简称"公司"或"中际旭创"）于 2025 年 9 月 27 日在中国证监会指定创业板上市公司信息披露网站巨潮资讯网上披露了《中际旭创关 于控股股东减持股份的预披露公告》（公告编号：2025-095），公司控股股东山东中际 投资控股有限公司（以下简称"中际控股"）持有公司股份 126,940,135 股，占公司总 股本的 11.42%，其计划未来三个月内（中国证监会、深圳证券交易所相关法律法规、 规范性文件规定不得进行减持的时间除外）以大宗交易方式减持公司股份不超过 550.00 万股，占公司总股本的 0.49%，同时中际控股及其一致行动人承诺自本次减持 计划完成后 12 个月内不减持公司股份。 近日，公司收到中际控股出具的《关于股份减持计划实施情况的告知函》，本次 股份减 ...

Group 1 - The A-share market experienced active trading this week, with total trading volume exceeding 17 trillion yuan, reaching 17.1 trillion yuan, setting a record for the highest weekly trading volume in history [1] - The average daily trading volume for the week was approximately 3.42 trillion yuan, marking the first time the average daily trading volume surpassed 3 trillion yuan [1] - The previous record for weekly trading volume was 14.8 trillion yuan, recorded during the week of August 25 to 29, 2025, with an average daily trading volume that did not exceed 3 trillion yuan [1] Group 2 - The stock with the highest trading volume this week was Zhongji Xuchuang, with a total trading volume of 116.922 billion yuan [2] - BlueFocus Media followed closely with a trading volume of 112.793 billion yuan, both stocks exceeding 100 billion yuan in trading volume for the week [2] - Other notable stocks in the top ten by trading volume included Aerospace Electronics, Goldwind Technology, China Satellite, and Xinwei Communication, all related to the commercial aerospace theme [1][2]

（原标题：中际旭创大宗交易成交6111.01万元，卖方为机构专用席位） 中际旭创1月16日大宗交易平台出现一笔成交，成交量9.90万股，成交金额6111.01万元，大宗交易成交价为617.00元。该笔交易的买方营业部为国 泰海通证券股份有限公司深圳深南大道京基一百证券营业部，卖方营业部为机构专用。 进一步统计，近3个月内该股累计发生50笔大宗交易，合计成交金额为33.90亿元。 证券时报•数据宝统计显示，中际旭创今日收盘价为617.00元，下跌1.28%，日换手率为3.37%，成交额为233.74亿元，全天主力资金净流出13.89亿 元，近5日该股累计上涨5.80%，近5日资金合计净流出3.45亿元。 两融数据显示，该股最新融资余额为234.48亿元，近5日增加25.20亿元，增幅为12.04%。 据天眼查APP显示，中际旭创股份有限公司成立于2005年06月27日，注册资本111111.8334万人民币。（数据宝） 1月16日中际旭创大宗交易一览 | 成交量 | 成交金额 | 相对当日 成交价格 收盘折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | ...

责任编辑：小浪快报 第1笔成交价格为617.00元，成交9.90万股，成交金额6,111.01万元，溢价率为0.00%，买方营业部为国 泰海通证券股份有限公司深圳深南大道京基一百证券营业部，卖方营业部为机构专用。 进一步统计，近3个月内该股累计发生50笔大宗交易，合计成交金额为33.9亿元。该股近5个交易日累计 上涨5.80%，主力资金合计净流出2.73亿元。 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！ 1月16日，中际旭创收跌1.28%，收盘价为617.00元，发生1笔大宗交易，合计成交量9.9万股，成交金额 6111.01万元。 ...