财信证券晨会纪要-20260108
Caixin Securities·2026-01-07 23:30

Market Strategy - The market is experiencing fluctuations, with the Shanghai Composite Index slightly rising, achieving a fourteen-day consecutive increase [7] - The overall A-share market saw a 0.19% increase, closing at 6654.1 points, while the Shanghai Composite Index rose by 0.05% to 4085.77 points [7] - The hard technology sector is performing well, with the Sci-Tech 50 Index increasing by 0.99% [7] Industry Dynamics - In 2025, the number of new A-share accounts reached 27.44 million, a 10% increase compared to 2024 [27] - The market for on-site food production in supermarkets in China has surpassed 100 billion yuan, with major supermarket chains achieving a sales share of 10%-20% [29] - A subsidiary of China Communications Construction Company, along with CRRC and MTR, secured over 7 billion Australian dollars in contracts for the Sydney Metro project [31][33] Company Tracking - GF Securities plans to raise capital for its overseas subsidiary through a combination of private placement and convertible bonds, aiming to raise approximately 6.11 billion Hong Kong dollars [34] - Xianle Health obtained 9 invention patents and 2 health food registration certificates in Q4 2025, enhancing its product pipeline [36] - Qianjin Pharmaceutical received drug registration certificates for several products, which will contribute to the company's sustainable development [38]