近日，据中国证券监督管理委员会网上办事服务平台信息显示，浙江证监局受理了浙江佑威新材料股份有限公司提交的向 不特定合格投资者公开发行股票并在北交所上市的辅导备案申请，备案时间为2026年2月3日，辅导机构为中信建投。 | 辅导协议签署 2025年12月24日 | | | --- | --- | | 间 | 時 | | 辅 导 机 构 中信建投证券股份有限公司(以下简称"中信建投") | | | 律师事务所 上海市锦天城律师事务所(以下简称"锦天城律师") | | | 会计师事务所 天健会计师事务所(特殊普通合伙)(以下简称"天健会计师") | | 值得注意的是，佑威新材曾向深圳证券交易所提交首次公开发行股票并在主板上市的申请文件并于2023年6月8日获受理， 保荐机构为安信证券股份有限公司。 不过，2023年11月29日，公司提交撤回申请，深交所于2023年12月1日依规终止审核。 关于前次申报IPO撤回申请的具体原因，公司披露为"不符合深交所主板上市企业规模较大、具有行业代表性的板块定位， 因此撤回了申报"。 佑威新材2014年成立，主营业务为复合材料成型用辅助材料的研发、生产和销售，主要产品包括真空袋膜、 ...

Core Viewpoint - The A-share market is experiencing a strong demand for financing from securities firms, leading to a significant increase in bond issuance, with a total approval amount exceeding 3,400 billion yuan for 2026 [5][10]. Group 1: Bond Issuance Trends - As of February 4, 2026, 12 securities firms have received approval for bond issuance, with a total amount reaching 3,400 billion yuan [5]. - In 2026, 46 securities firms have issued 120 domestic bonds, totaling over 3,168 billion yuan, with a net financing amount of 2,227.17 billion yuan [6][10]. - The bond issuance volume in 2026 has increased by over three times compared to the same period last year, driven by a low base from 2025 [6]. Group 2: Major Issuers - Leading securities firms such as Huatai Securities and Guotai Junan Securities have issued 350 billion yuan and 340 billion yuan in bonds, respectively, making them the largest issuers in 2026 [7]. - Other significant issuers include CITIC Securities, China Merchants Securities, and China Galaxy Securities, each exceeding 200 billion yuan in bond issuance [7][8]. Group 3: Purpose of Fundraising - The primary purpose of the bond issuance is to ensure liquidity and support business development, with many firms indicating that funds will be used for debt repayment and to supplement working capital [11][12]. - Specific allocations for capital-consuming businesses have been noted, with firms like Guotai Junan and CITIC Securities committing to limit the use of raised funds for such purposes to no more than 10% [13]. Group 4: H-share Financing - In addition to domestic bond issuance, major securities firms are also engaging in H-share refinancing, with Guangfa Securities planning to raise over 6 billion HKD through a combination of new H-share placements and convertible bonds [15]. - Huatai Securities announced a zero-coupon convertible bond issuance of 10 billion HKD, aimed at supporting overseas business development and enhancing operational capital [18].

编辑|段炼 杜波 校对|金冥羽 封面图片|视觉中国（图文无关） 2月6日早盘，A股低开后探底回升。截至中午收盘，三大指数全线翻红，沪指报4080.31点，涨0.11%，深成指报14043.17点，涨0.65%，创业板指报 3281.45点，涨0.65%。全市超3800股上涨。 化工板块集体走强，沧州大化、金牛化工、百川股份、百合花涨停；中药股开盘大涨，特一药业、汉森制药等涨停；机器人概念股表现活跃，五洲新春、 联诚精密等涨停；黄金板块回暖，湖南黄金涨停。 每经记者｜杜恒峰 每经编辑｜段炼 记者|杜恒峰 （免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。） | | | 童金 | | | | --- | --- | --- | --- | --- | | | | 2956.81, +1.40% | | | | 新闻 大V | 成分 | 资金 | 研报 | | | 湖南黄金 | | | | | | SZ002155 | | 35.98 | +10.00% | 0.00% | | 业绩龙头5 市值龙头 5 | | | | | | 晓程科技 | | | | | | @ SZ30013 ...

经过四年多的迅猛发展，元视芯已快速成长为行业内营收破亿速度最快的图像传感器设计企业之一，营 收规模从2023年的数百万元跃升至2025年近2亿元，累计出货量突破7500万颗，规模化交付能力获得市 场高度认可。 针对公司未来发展，元视芯创始人兼董事长刘参易表示："此次A+轮融资的完成，以及即将推出的高端 智驾汽车8M CIS，是元视芯发展历程中的重要里程碑。新一轮资本的注入也为元视芯开启了发展新篇 章。未来元视芯将持续加大研发投入，深化双轮驱动，坚持极致的产品创新发展战略，为客户和行业提 供价值。" 经济观察网近日，国内高动态视频CMOS图像传感器(CIS)设计企业——深圳市元视芯智能科技股份有 限公司(以下简称"元视芯")正式宣布，于2025年底顺利完成A+轮融资并于近日完成工商变更登记。本轮 融资总额超3亿元人民币，由策源资本、无锡产投及一汽红旗私募基金联合领投，创新工场、知守投 资、中信建投（601066）资本、华天科技（002185）、弘芯投资、福田资本、亿合资本等多家知名机构 跟投，老股东GRC富华资本继续追投。 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 担保对象及基本情况 ■ ● 累计担保情况 ■■ 中信建投证券股份有限公司（以下简称公司）全资子公司中信建投（国际）金融控股有限公司（以下简 称中信建投国际或担保人）之间接全资附属公司CSCIF Hong Kong Limited（以下简称发行人或被担保 人）作为发行主体，于2024年4月26日设立有担保的本金总额最高为40亿美元（或以其它货币计算的等 值金额）的境外中期票据计划（以下简称中票计划，详见公司于2024年4月26日在上海证券交易所网站 披露的相关公告），并在该计划项下完成多次票据发行。发行人于2026年2月5日完成中票计划项下一笔 票据（以下简称本次票据）发行工作，期限为358天，发行本金金额人民币3.50亿元。 中信建投国际于2026年2月5日作为担保人与信托人香港上海汇丰银行有限公司签署担保协议，为发行人 本次票据项下的偿付义务提供无条件及不可撤销的连带责任保证担保（以下简称本次担保）。本次担保 金额为人民币3.57亿元。本次担保无反担保。 （ ...

钛媒体App 2月6日消息，中信建投研报表示，2025年上市券商净利润普遍实现高增，主要受益于日均成 交额同比提升及两融余额维持高位，多家券商净利增幅超70%；与此同时，降准降息与中长期资金入市 方案落地，分类评价优化打开优质券商资本空间，并购重组成效显著。宏观层面经济圆满实现5%增长 目标，资本市场活跃度创十年新高，为业绩提供坚实支撑。当前板块PB估值仅1.36倍，处于历史中等分 位，业绩改善与政策红利有望驱动估值中枢上移。（广角观察） ...

Group 1: Copper Market - The main copper futures in Shanghai fell to 101,130 yuan, with a low of 99,850 yuan, while London copper dropped to around 12,850 USD [4][17] - Macroeconomic sentiment is neutral to bearish, with a significant increase in initial jobless claims in the US and job vacancies hitting a new low since 2020, leading to pessimistic market sentiment [4][17] - The fundamentals are neutral, with an increase in copper warehouse receipts by 907 tons to 160,000 tons on the Shanghai exchange and a rise in LME copper inventory by 1,925 tons to 180,000 tons [4][17] - Recent macroeconomic cooling and expectations of a strong dollar are putting pressure on copper prices, but global efforts to accelerate mineral resource reserves provide bottom support for prices [4][17] Group 2: Nickel and Stainless Steel - Nickel prices are under pressure due to a global decline in major asset classes, with supply constraints from the Philippines and Indonesia affecting the market [5][18] - The stainless steel market faces oversupply pressure, with limited terminal demand, although suppliers are showing a strong willingness to maintain prices due to lower arrivals and strong cost support [5][18] - The operational strategy for nickel and stainless steel suggests a range trading approach, with Shanghai nickel expected to trade between 125,000 and 145,000 yuan per ton [6][19] Group 3: Aluminum Market - The aluminum market saw a slight rebound in alumina futures, with current prices stabilizing due to temporary production halts at a major alumina plant [20][21] - Recent transactions of alumina from Australia indicate a slight price increase, with offshore prices at 310 USD/ton for East Australia and 313 USD/ton for West Australia [20][21] - The operational strategy for aluminum suggests a range trading approach, with the Shanghai aluminum contract expected to trade between 23,000 and 24,000 yuan per ton [22] Group 4: Zinc and Lead Market - Zinc prices are experiencing weak fluctuations, influenced by poor US employment data and a lackluster equity market [23][24] - The supply side for lead remains tight, although some previously shut-down smelters are resuming operations, leading to a relatively loose spot supply [24] - The operational strategy for lead suggests a range trading approach, with the Shanghai lead contract expected to trade between 16,500 and 17,500 yuan per ton [24] Group 5: Precious Metals - Precious metals are experiencing a broad decline due to cautious comments from Federal Reserve officials and negative market sentiment [14][26] - The short-term outlook for precious metals is pressured by a neutral to hawkish stance from the US government and the Federal Reserve, impacting expectations for a weaker dollar [14][26] - The operational strategy for gold suggests holding long positions, while silver, platinum, and palladium should be observed for market movements [14][26]

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 橡胶：预期降温 周四，国产全乳胶 16000 元/吨，环比上日下跌 200 元/吨；泰国 20 号混合胶 15180 元/吨，环比上日下跌 120 元/吨。 原料端：昨日泰国胶水报收 59.0 泰铢/公斤，环比上日上涨 0.2 泰铢/公斤，泰国杯胶价格报收 54.0 泰铢/公斤，环比上日上涨 0.2 泰铢/公斤；云南停割；海 南停割。 截至 2026 年 2 月 1 日，中国天然橡胶社会库存 128.1 万吨，环比增加 0.9 万吨，增幅0.7%。中国深色胶社会总库存为 85.3 万吨，增 0.7%。其中青岛现货库 存增 1.2%；云南降0.8%；越南 10#增 2%；NR 库存小计降 0.5%。中国浅色胶社会总库存为 42.8 万吨，环比增0.8%。其中老全乳胶环比降 0.5%，3L 环比增 5%，RU 库存小计增 1.4%。 观点：随着北半球冬季来临，全球即将进入低产季，也代表着单边价格的定价框架将从供需平衡的动态定价转换至存量库存的静态定价，在近期商品市场预 期全面走强的背景下，预计短期内 RU&NR&Sicom 仍将高位震荡。向后看，尽 ...

Group 1: Economic Indicators - 30 provinces in China have set GDP growth targets for 2026, with several major economic provinces aiming for over 5% growth. Shanghai's government report indicates a target growth of around 5% for 2026 [4][16] - China's official manufacturing PMI for January is 49.3%, a decrease of 0.8 percentage points month-on-month, indicating a decline in manufacturing activity due to seasonal factors and insufficient market demand [4][16] Group 2: Shipbuilding Industry - In 2025, China's shipbuilding completion volume reached 53.69 million deadweight tons, a year-on-year increase of 11.4%, accounting for 56.1% of the global total. However, new orders decreased by 4.6% year-on-year [4][16] Group 3: Steel Market Overview - On February 5, the national main port iron ore transactions totaled 986,000 tons, a decrease of 4.6% month-on-month, while the transaction volume of construction steel from 237 mainstream traders dropped by 22.7% [5][17] - The profitability rate of 247 steel mills is 39.39%, remaining stable compared to the previous week, with an average daily pig iron output of 2.2858 million tons, a slight increase of 0.6 tons [6][18] - Total supply of five major steel products is 8.199 million tons, a week-on-week decrease of 32,700 tons, while total inventory increased by 4.6% to 13.3775 million tons [6][18] Group 4: Rebar and Hot Rolled Steel - Rebar production decreased by 81,500 tons to 1.9168 million tons, with total inventory increasing by 440,400 tons to 5.1957 million tons. Demand has decreased significantly due to seasonal factors [7][19] - Hot rolled steel production slightly decreased by 500 tons to 3.0916 million tons, with total inventory increasing by 36,200 tons. The market is expected to continue experiencing narrow fluctuations as demand declines [8][20] Group 5: Alloy Market - Alloy prices are expected to fluctuate within a limited range, with overall supply remaining low and production changes being minimal. Demand from steel mills has slightly increased, but recovery progress is constrained by profit margins and safety production [10][22]

A股券商两融业务迎来"开门红"。 市场活跃度提升与政策逆周期调节同步推进，推动两融余额攀升至历史高位，机构普遍看好券商业绩因 此获得提振。 中信建投（601066）研报表示，2025年上市券商净利润普遍实现高增，主要受益于日均成交额同比提升 及两融余额维持高位，多家券商净利增幅超70%；与此同时，降准降息与中长期资金入市方案落地，分 类评价优化打开优质券商资本空间，并购重组成效显著。宏观层面经济圆满实现5%增长目标，资本市 场活跃度创十年新高，为业绩提供坚实支撑。当前板块PB估值仅1.36倍，处于历史中等分位，业绩改善 与政策红利有望驱动估值中枢上移。 中资券商相关概念港股： 华泰证券（601688）(06886)、广发证券（000776）(01776)、中国银河（601881）(06881)、国泰海通 (02611)、中金公司（601995）(03908)、中信证券（06030）、中信建投证券(06066)、东方证券 （600958）(03958)、光大证券（601788）(06178)、申万宏源（000166）(06806)、中州证券(01375)、国 联民生(01456)等。 最新数据显示，2026年1 ...