广发证券(000776.SZ)：拟按每股配售价格18.15港元向符合条件的独立投资者配售本公司新增发行的 219,000,000股H股。 本文源自：金融界AI电报 ...

广发证券：发行本金总金额为2,150百万港元的可转换为公司H股股份的债券。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 承董事會命 廣發証券股份有限公司 GF SECURITIES CO., LTD. 廣發証券股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：1776） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條刊發。 根據中華人民共和國的有關法例規定，廣發証券股份有限公司（「本公司」）在深圳 證券交易所網站(http://www.szse.cn)及中國報章刊發的《廣發証券股份有限公司第 十一屆董事會第十 次會議決議公告》。茲載列如下，僅供參閱。 林傳輝 董事長 广发证券股份有限公司（以下简称"广发证券"或"公司"）第十一届董事会 第十二次会议通知于 2026 年 1 月 6 日以专人送达或电子邮件方式发出，会议于 2026 年 1 月 6 日以通讯表决的方式召开。本次董事会应出席董事 11 人，参与表决 董事 11 人。会议内容同时通知了公司高级管理人员。会议的召开 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 本公告僅供參考，並非收購、購買或認購任何證券的邀請或要約，或訂立協議以進行任何該等 事宜的邀請，亦非旨在邀請任何要約以收購、購買或認購任何證券。 本公告並非亦不構成於美國（包括其領土和屬地、美國任何州份和哥倫比亞地區）出售證券的要 約或邀請。本公告或其任何內容或其副本亦不得攜進美國境內或於美國境內直接或間接派發。 除非有關證券根據證券法或美國的任何其他適用證券法律辦理登記或獲得豁免遵守證券法或美 國任何其他適用證券法律的登記規定，否則有關證券未曾亦不會根據經修訂的1933年《美國證 券法》（「證券法」）或美國任何其他適用證券法律登記，且不得於美國提呈發售、出售或以其他 方式轉讓。任何在美國提呈的證券公開發售必須由本公司刊發招股說明書，當中須載列本公司 及管理層以及財務報表的詳細資料。本公司並無計劃在美國公開發售任何證券。 GF SECURITIES CO., LTD. 廣發証券股份有限公司 （於中華人民 ...

证券代码：000776 证券简称：广发证券 公告编号：2026-002 广发证券股份有限公司关于根据一般性授权配售新增 H 股 及发行 H 股可转换债券的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 2026年1月6日（H股交易时段后），广发证券股份有限公司（以下简称"本 公司"）根据一般性授权与配售代理和经办人分别签订了新增H股《配售协议》 与可转换债券《认购协议》，公司拟按每股配售价格18.15港元向符合条件的独 立投资者配售本公司新增发行的219,000,000股H股，并发行本金总金额为2,150 百万港元的可转换为公司H股股份的债券（以下统称"本次发行"）。 本次发行系根据公司2025年第二次临时股东大会以特别决议审议通过的《关 于提请股东大会授予董事会发行H股股份一般性授权的议案》实施，公司股东大 会已授予董事会关于发行H股股份的无条件一般性授权（包括授权董事会于有关 期间作出或授予可能须于有关期间届满后，行使该等权力的售股建议、协议、购 股权及交换或转换股份的权力），新增发行不超过公司2025年第二次临时股东大 会通过时公司已发行境外上市外 ...

证券代码：000776 证券简称：广发证券 公告编号：2026-001 广发证券股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 以上议案同意票 11 票，反对票 0 票，弃权票 0 票。 反对票或弃权票的理由：不适用。 公司根据一般性授权实施 H 股再融资的详情请见与本公告同时披露于巨潮资 讯网站（www.cninfo.com.cn）的《广发证券股份有限公司关于根据一般性授权配 售新增 H 股及发行 H 股可转换债券的公告》。 特此公告。 第十一届董事会第十二次会议决议公告 广发证券股份有限公司（以下简称"广发证券"或"公司"）第十一届董事 会第十二次会议通知于 2026 年 1 月 6 日以专人送达或电子邮件方式发出，会议于 2026 年 1 月 6 日以通讯表决的方式召开。本次董事会应出席董事 11 人，参与表决 董事 11 人。会议内容同时通知了公司高级管理人员。会议的召开符合《公司法》 等有关法律法规和《广发证券股份有限公司章程》的规定。 会议审议通过了以下议案： 一、审议关于公司根据一般性授权实施 H 股再融资的议案 广发证券股份有限公 ...

Market Overview - The US stock market closed higher, with the Dow Jones and S&P 500 indices reaching all-time closing highs. The S&P 500 rose by 0.62%, the Nasdaq increased by 0.65%, and the Dow Jones gained 0.99% [3] - The core drivers of the market were semiconductor and AI-related stocks, particularly following announcements from Nvidia's CEO regarding new AI processors and storage technology [3] - Semiconductor stocks performed exceptionally well, with SanDisk surging over 27%, Western Digital up 17%, Seagate Technology rising 14%, and Micron Technology increasing by 10% [3] - The Philadelphia Semiconductor Index rose by 2.75%, marking a historical record with a cumulative gain of approximately 8% in the first three trading days of the year [3] Technology Sector - Large tech stocks showed mixed performance, with Amazon leading at a 3.38% increase, followed by Microsoft at 1.20%. However, Tesla fell sharply by 4.14%, and Nvidia declined by 0.47% [3] - Chinese concept stocks faced pressure, with the Nasdaq Golden Dragon China Index dropping by 0.78%. Notable movements included a 70.83% surge in Zhongchi Chefu and a 3.18% increase in ASE Technology [4] Commodity Market - Gold prices continued to rise, with spot gold increasing by 0.8% to $4485.39 per ounce [5] - International oil prices retreated, with light crude oil futures for February delivery falling by 2.04% to $57.13 per barrel [5] Regulatory Developments - The Chinese Ministry of Commerce announced stricter export controls on dual-use items to Japan, effective immediately, to safeguard national security [6] - The People's Bank of China outlined its monetary policy for 2026, emphasizing a moderately loose approach and support for economic development and financial stability [6] Financial Sector Insights - Financial institutions anticipate an improvement in market liquidity due to increased credit issuance and fiscal fund allocation at the beginning of the year [9] - Analysts suggest that the Shanghai Composite Index may experience slight upward fluctuations, urging investors to monitor macroeconomic data and policy changes closely [9]

● 本报记者 欧阳剑环 "手表、手机、平板、电脑仍然都参与补贴，每天早上可以在京通抢'国补'资格，领券后Mate 80标准版 可以立减500元，电脑可以便宜15%，还是比较划算的。"1月6日，北京市西城区一家华为授权体验店工 作人员正忙着给顾客演示"国补"领取流程，"这几天来咨询的顾客特别多。" 这是2026年"两新"政策落地后消费市场升温的一个缩影。随着政策优化实施，以及首批625亿元超长期 特别国债支持消费品以旧换新资金计划下达，"国补"点燃了新年伊始的消费热情。 值得关注的是，2026年"两新"政策精准补贴1级能效或水效标准的家电产品，正引领消费者更多参与绿 色消费。 "元旦期间到店顾客大多会主动询问'国补'，往年他们可能会在1级和2级能效间犹豫纠结，这次'国补'直 接精准补贴1级能效产品，算下来能省不少钱，政策落地后，1级能效家电产品已经成为销售主 流。"Suning Max北京中塔店有关负责人表示。 设备更新优化提质 如果说消费端的热潮是政策红利的直观体现，设备更新领域政策的优化升级则是在投资端为经济发展注 入了持久动力。 在大规模设备更新方面，2026年"两新"政策优化项目申报机制和审核流程，进一 ...

Group 1 - The "National Subsidy" program has stimulated consumer enthusiasm at the beginning of 2026, with a total of 625 billion yuan allocated for the consumption upgrade plan [1][2] - During the New Year holiday, the "National Subsidy" led to significant sales growth across various categories, with Guangdong province reporting 1.3 billion yuan in old-for-new subsidies, driving total sales of 9.9 billion yuan [1] - The sales of 1st-level energy efficiency appliances have become mainstream due to targeted subsidies, reflecting a shift towards green consumption [2] Group 2 - The 2026 "Two New" policy has optimized the project application mechanism for equipment updates, lowering investment thresholds and increasing support for small and medium-sized enterprises [3] - The policy now covers 22 categories of equipment updates, with most having no thresholds, ensuring project quality and effective use of funds [3] - Local governments, such as Hunan, have acted quickly to lower financing thresholds for equipment updates, enhancing support for industrial enterprises [3] Group 3 - The policy aims to enhance the quality and efficiency of the consumption supply system, fostering new consumption formats and creating a cycle of investment and consumption [4] - The early allocation of 625 billion yuan for the consumption upgrade plan demonstrates the government's commitment to stabilizing growth and boosting consumption at the start of 2026 [4] - The policy's focus on electric vehicles, green appliances, and high-rise elevators is expected to leverage fiscal funds to stimulate incremental consumption [4] Group 4 - Experts anticipate that service consumption will play a significant role in market growth, with policies aimed at unleashing service consumption potential [5] - Future policies may focus on enhancing quality services in sectors like AI, green technology, and cultural entertainment to meet diverse consumer needs [6] - There is a possibility of a mid-term plan to boost service consumption, emphasizing investment in human resources and supply-side improvements [6]

Core Viewpoint - The market is experiencing a resurgence, with significant trading volumes and a bullish sentiment, particularly in the brokerage and fintech sectors, indicating a potential for further growth [3][5][21] Market Performance - The trading volume has consistently exceeded 2.5 trillion, suggesting a strong market interest and participation [3][21] - Major indices such as the CSI 500 and CSI 300 have shown notable increases, with the CSI 500 rising by 2.13% and the CSI 300 by 1.55% on recent trading days [6] Sector Analysis - The resurgence in the brokerage sector is attributed to a combination of factors, including the performance of insurance stocks and a shift in market dynamics towards larger brokerage firms [5][12] - The leading brokerage stocks have outperformed smaller firms, indicating a shift in market focus towards established players [7][12] Trading Dynamics - The correlation between trading volume and brokerage stock performance suggests that high trading activity is beneficial for the sector, although there is a caution against over-reliance on market sentiment [10][13] - Recent data indicates that while IPO activities have increased, the primary revenue for brokerages still relies heavily on investment and brokerage income, making them sensitive to market fluctuations [12] Institutional Investment - Institutional investors, particularly insurance funds, are significantly increasing their positions, indicating a long-term bullish outlook on the market [18] - The current market dynamics are characterized by a focus on value rather than speculative trading, with institutions leading the charge in driving market sentiment [19][21] Future Outlook - The market is expected to continue benefiting from three main driving forces: the appeal of RMB assets, global tech trends, and the consolidation of strong industries [19][21] - The ongoing influx of capital from outside investors suggests that even if indices do not rise significantly, there will still be opportunities for profitable trades within specific sectors [19]