Group 1 - The report maintains an optimistic outlook for the convertible bond market in January 2026, driven by policy expectations and seasonal capital inflows, which are expected to create a "good start" for the market [6][17] - The central economic work conference has identified "technological innovation" and "expanding domestic demand" as key policy focuses, with related industry policy benefits expected to continue, directly boosting market risk appetite [6][17] - The convertible bond market is experiencing a tight supply-demand balance, with the total size of publicly traded convertible bonds at approximately 527.1 billion yuan as of December 31, 2025, down 183.6 billion yuan from the beginning of 2025 [19] Group 2 - The report suggests focusing on growth styles in investment strategies, particularly in technology sectors such as aerospace, AI computing, semiconductor equipment, and innovative pharmaceuticals, which are expected to benefit from industry policy support [6][20] - The top ten convertible bond portfolio for January 2026 emphasizes aggressive and elastic sectors, with a focus on technology growth, cyclical recovery, and financial sectors [6][20] - Specific recommendations include increasing holdings in convertible bonds from companies like Yinbang, Zhenhua, and Yingliu in the technology sector, and focusing on cyclical sectors such as precious metals and chemicals [20][22]

Group 1 - The core point of the article is that Huai Bei Public Utility Asset Operation Co., Ltd., a shareholder holding more than 5% of Yingbang Co., Ltd. (300337.SZ), plans to reduce its stake by up to 24,658,068 shares, which represents no more than 3% of the company's total share capital due to its own funding needs [1]

银邦股份（300337）(300337.SZ)公告，公司股东淮北市公用事业资产运营有限公司计划以集中竞价交 易和大宗交易方式减持公司股份不超过2465.81万股，即不超过公司总股本的3%。 ...

Summary of Key Points Core Viewpoint - Huai Bei Public Utility Asset Operation Co., Ltd. plans to reduce its stake in Yinbang Co., Ltd. by up to approximately 24.66 million shares, representing no more than 3% of the company's total share capital [1] Group 1: Shareholding Reduction Plan - The shareholder holds approximately 52.71 million shares, accounting for 6.41% of the total share capital [1] - The reduction will occur through centralized bidding and block trading methods [1] - Within three months after the announcement, the company plans to reduce its holdings by up to approximately 8.22 million shares (1% of total share capital) via centralized bidding [1] - Additionally, up to approximately 16.44 million shares (2% of total share capital) will be reduced through block trading within the same timeframe [1]

Core Viewpoint - Huai Bei Public Utility Asset Operation Co., Ltd., a shareholder holding 52.71 million shares (6.41%), plans to reduce its stake in Yinbang Co., Ltd. due to funding needs, with a total reduction of up to 24.66 million shares (3% of total share capital) over the next three months [1] Summary by Category Shareholder Reduction Plan - The shareholder intends to reduce its holdings by up to 8.22 million shares (1%) through centralized bidding and up to 16.44 million shares (2%) via block trading, totaling a maximum of 24.66 million shares [1]

| 证券代码：300337 | 证券简称：银邦股份 | 公告编号：2026-002 | | --- | --- | --- | | 债券代码：123252 | 债券简称：银邦转债 | | 银邦金属复合材料股份有限公司 关于公司持股 5%以上股东减持股份的预披露公告 公司持股 5%以上股东淮北市公用事业资产运营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。 （一）本次减持计划的相关情况 1. 本次拟减持的原因:淮北公用自身资金需求 2. 股份来源:协议受让方式及二级市场集中竞价交易方式增持所得的股份 | | | 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。 特别提示： 持本公司股份 52,714,700 股（占本公司总股本比例 6.41%）的股东淮北市 公用事业资产运营有限公司计划以集中竞价交易和大宗交易方式减持本公司股 份不超过 24,658,068 股，即不超过公司总股本的 3%。在本次减持计划公告之日 起 15 个交易日后的 3 个月内通过集中竞价交易方式减持本公司股份不超过 8,219,356 股，即不超过公司总股本的 1%，在本次减持计 ...

Group 1 - The domestic aircraft carrier concept index rose by 3.93%, ranking fifth among concept sectors, with 35 stocks increasing in value, including Beidouxing Tong, Beifang Navigation, and AVIC Xi'an Aircraft Industry Group hitting the daily limit [1][2] - Notable stock performances within the domestic aircraft carrier sector include Xingchen Technology, AVIC Aviation, and Yinbang Co., which increased by 11.87%, 8.09%, and 7.72% respectively [1][2] Group 2 - The domestic aircraft carrier sector saw a net inflow of 1.572 billion yuan, with 25 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflows [2] - The top stock for net inflow was AVIC Xi'an Aircraft Industry Group, with a net inflow of 705 million yuan, followed by Beifang Navigation, AVIC Optoelectronics, and Yinbang Co. with net inflows of 581 million yuan, 319 million yuan, and 280 million yuan respectively [2] Group 3 - In terms of net inflow ratios, Beifang Navigation, AVIC Xi'an Aircraft Industry Group, and *ST Baoshi had the highest ratios at 26.96%, 20.84%, and 15.23% respectively [3]

Group 1: Commercial Aerospace Insights - The Shanghai Stock Exchange has introduced policies to support quality commercial rocket companies for listing, focusing on reusable rocket payloads as a core standard[6] - The commercial aerospace sector is expected to maintain stable or potentially increasing value under cost reduction trends, with key targets identified in satellite payloads and platforms[3] - Significant growth is anticipated in the satellite constellation deployment, with the G60 constellation aiming to launch 1,296 satellites by the end of 2027 and 15,000 by 2030[19] Group 2: Consumer-Level Engraving Machines - xTool plans to go public in Hong Kong, with revenue projected to grow from CNY 14.6 billion in 2023 to CNY 24.8 billion in 2024, reflecting a 70% year-on-year increase[29] - The company holds a 35.1% market share in the consumer-level laser engraving tool market, positioning it as a leading player[48] - The business model of xTool includes a closed loop of "equipment + consumables + software + ecosystem," enhancing customer retention and engagement[32] Group 3: Zhengli New Energy Developments - Zhengli New Energy reported a revenue of CNY 31.7 billion in the first half of 2025, a 71.9% increase year-on-year, with a net profit of CNY 2.2 billion, marking a successful turnaround[55] - The company is positioned to benefit from the growing demand in the electric vehicle and energy storage markets, with a projected increase in global energy storage battery shipments from 530 GWh in 2025 to 1,343 GWh by 2028[55]

证券日报网讯 1月5日，银邦股份在互动平台回答投资者提问时表示，截至2025年12月31日，公司股东 户数为65945户。 （文章来源：证券日报） ...

Group 1 - The dental medical concept sector rose by 4.97%, ranking fifth among concept sectors, with 25 stocks increasing, including Maipu Medical, Kangtuo Medical, and Lepu Medical, which hit the 20% limit up [1] - The leading gainers in the dental medical sector included Chunli Medical, Haili Biological, and Yirui Technology, which rose by 8.87%, 7.87%, and 6.51% respectively [1] - The stocks with the largest declines were Langzi Co., Weihong Co., and Dongfang Precision, which fell by 0.98%, 0.98%, and 0.83% respectively [1] Group 2 - The dental medical concept sector saw a net inflow of 666 million yuan, with 18 stocks receiving net inflows, and 6 stocks attracting over 30 million yuan in net inflows [2] - Lepu Medical led the net inflow with 485 million yuan, followed by Yinbang Co., Meinian Health, and Haili Biological, which had net inflows of 123 million yuan, 63.16 million yuan, and 46.79 million yuan respectively [2] - The net inflow ratios for Lepu Medical, Haili Biological, and Kangtuo Medical were 18.55%, 15.49%, and 14.12% respectively [3] Group 3 - The top stocks in the dental medical sector based on net inflow included Lepu Medical, Yinbang Co., Meinian Health, and Haili Biological, with respective daily price changes of 19.99%, 4.45%, 3.41%, and 7.87% [3][4] - The trading turnover rates for these stocks were 9.07%, 21.43%, 7.16%, and 7.11% respectively [3][4] - Other notable stocks included Maipu Medical with a 20% increase and a turnover rate of 6.51% [4]