来源：市场资讯 （来源：CFETSFX） 中国建设银行金融市场部 汇率交易团队 国际宏观形势分析 G3国家宏观经济延续分化态势 全球经济仍有分化。全球贸易环境趋稳，欧元区、日本出口如期回升，加之内需表现稳健，两者第四季度经济有望迎来好转。受此提振，12月欧洲央行继 续按兵不动，而日本央行则再度加息。美国劳动力市场降温明显，美联储连续三次会议降息，但就业市场依旧疲软，消费增长动能或将减弱，叠加投资增 速出现边际下滑迹象，第四季度美国经济增长料将放缓。 图：G3国家宏观经济数据图示 来源：彭博 美国经济增长保持韧性 2025年，美国劳动力市场延续降温态势，但在"大美丽"法案的减税政策以及股市带来的财富效应提振下，消费展现出了较强韧性，对美国经济形成稳定支 撑。同时，AI投资热潮带动企业设备投资继续高增，成为美国经济近年来新的增长点。不过，特朗普政府全球关税政策导致美国净出口大幅波动，令美 国经济增速呈现"先低后高"走势，前三个季度实际GDP环比折年率分别为-0.6%、3.8%和4.3%（其中净出口对经济的拉动分别为-4.7%、4.8%、1.6%）。 根据亚特兰大联储GDPNow模型预测，第四季度经济增速有望达到3 ...

Group 1 - The core point of the article is that China Construction Bank has obtained a patent for a "data processing method and device," with the authorization announcement number CN115858079B and an application date of December 2022 [1] Group 2 - China Construction Bank, established in 2004 and located in Beijing, primarily engages in monetary financial services [1] - The registered capital of China Construction Bank is approximately 26.16 billion RMB [1] - The bank has invested in 37 companies, participated in 5,000 bidding projects, and holds 1,894 trademark records and 5,000 patent records, along with 149 administrative licenses [1]

Group 1 - Company Shenzhen Aoto Electronics Co., Ltd. won a procurement project from China Construction Bank Chongqing Branch with a bid amount of 1.0925 million yuan [1][2] - In 2024, the company's operating revenue was 722 million yuan, with a growth rate of 9.78%, while the net profit attributable to the parent company was -39 million yuan, reflecting a decline of 379.65% [2][3] - For the first half of 2025, the company's operating revenue was 313 million yuan, showing a decrease of 6.19%, but the net profit attributable to the parent company was 8 million yuan, indicating a growth rate of 251.82% [3] Group 2 - The company operates in the information technology industry, with its main product types including integrated circuits [2][3] - The revenue composition for 2024 was as follows: LED video display systems (47.32%), intelligent integration and equipment for outlets (26.21%), intelligent landscape lighting projects (16.93%), services and others (5.52%), and software and content (4.02%) [2][3]

证券之星消息，2月10日南向资金增持3056.42万股建设银行（00939.HK）。近5个交易日中，获南向资 金增持的有4天，累计净增持7753.45万股。近20个交易日中，获南向资金增持的有16天，累计净增持 5.12亿股。截至目前，南向资金持有建设银行（00939.HK）347.28亿股，占公司已发行普通股的 14.44%。 中国建设银行股份有限公司是一家商业银行。该银行主营业务分为公司银行业务，包括企业存款、企业 信贷、资产托管、企业年金、贸易融资、国际结算、国际融资和增值服务等；个人银行业务，包括个人 储蓄、贷款、银行卡服务、私人银行服务、外汇买卖和黄金买卖等，以及资金业务。该银行在中国国内 及海外市场开展业务。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Announcement Information - The fund manager will suspend large subscriptions, conversions, and regular investment business through China Construction Bank's sales channels starting from February 24, 2026, with a limit of 5 million yuan per single fund account per day [1] - If the cumulative amount exceeds 5 million yuan (excluding 5 million yuan), the company reserves the right to declare the related business as failed [1] Investor Information - Investors with inquiries can contact the fund manager's customer service hotline at 400-81-95533 or visit the website www.ccbfund.cn for more information [1]

二、中国建设银行日照分行应要求上述核准任职资格人员严格遵守金融监管总局有关监管规定，自中国 建设银行政许可决定作出之日起3个月内到任，并按要求及时报告到任情况。未在上述规定期限内到任 的，本批复文件失效，由决定机关办理行政许可注销手续。 三、中国建设银行日照分行应督促上述核准任职资格人员持续学习和掌握经济金融相关法律法规，牢固 树立风险合规意识，熟悉任职岗位职责，忠实勤勉履职。 2026年2月3日，日照金融监管分局发布批复称，《中国建设银行（601939）山东省分行关于核准杨龙塾 中国建设银行日照分行副行长任职资格的请示》（建鲁报〔2026〕20号）收悉。经审核，现批复如下： 一、核准杨龙塾中国建设银行日照分行副行长的任职资格。 ...

Core Viewpoint - Southbound funds have significantly increased their holdings in China Construction Bank, indicating strong investor interest and confidence in the bank's performance [1] Group 1: Shareholding Changes - On February 9, southbound funds increased their holdings by 33.27 million shares, marking a 0.10% change in total shares held [2] - Over the past 5 trading days, there have been 4 days of net increases, totaling 107 million shares [1] - In the last 20 trading days, there were 16 days of net increases, amounting to 563 million shares [1] Group 2: Current Holdings - As of February 9, southbound funds hold a total of 34.697 billion shares of China Construction Bank, which represents 14.42% of the company's total issued ordinary shares [1][2] - The total shareholding has seen fluctuations, with a decrease of 12.85 million shares on February 6, and increases on other days [2]

Group 1 - Company Hengbao Co., Ltd. won a procurement project from China Construction Bank with a bid amount of 91.0059 million yuan [1][2] - In 2024, the company's operating revenue was 903 million yuan, with a revenue growth rate of -28.47% [2] - The net profit attributable to the parent company for 2024 was 95 million yuan, showing a net profit growth rate of -39.70% [2] Group 2 - In the first half of 2025, the company's operating revenue was 430 million yuan, with a revenue growth rate of -8.64% [2] - The net profit attributable to the parent company for the first half of 2025 was 35 million yuan, reflecting a net profit growth rate of -44.41% [2] - The company operates in the information technology industry, with main product types including integrated circuits, plastic packaging products, printed materials, and smart commercial equipment [2]

Group 1 - The core point of the article is that China Construction Bank has obtained a patent for a method, system, storage medium, and electronic device related to partition table processing, with the patent granted under announcement number CN115495451B and the application date being September 2022 [1] - China Construction Bank, established in 2004 and located in Beijing, primarily engages in monetary financial services, with a registered capital of approximately 26.16 billion RMB [1] - The bank has made investments in 37 companies, participated in 5,000 bidding projects, and holds 1,894 trademark records along with 5,000 patent records, in addition to having 149 administrative licenses [1]

Group 1 - The core point of the article is that China Construction Bank has obtained a patent for a "Distributed File System and its Management Method," with the authorization announcement number CN115129684B, and the application date being July 2022 [1] Group 2 - China Construction Bank, established in 2004 and located in Beijing, primarily engages in monetary financial services [1] - The registered capital of China Construction Bank is approximately 26.16 billion RMB [1] - According to data analysis, China Construction Bank has invested in 37 companies, participated in 5,000 bidding projects, holds 1,894 trademark records, and has 5,000 patent records, along with 149 administrative licenses [1]