证券代码：601377 证券简称：兴业证券 公告编号：临 2026-001 兴业证券股份有限公司 2026 年度第一期短期融资券 发行结果公告 本公司及董事会全体成员保证公告内容不存在虚假记载、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个别及连带责任。 兴业证券股份有限公司 2026 年度第一期短期融资券已于 2026 年 1 月 22 日发 行完毕，现将有关发行情况公告如下： | 短期融资券名称 | 兴业证券股份有限公司 | 2026 | 年度第一期短期融资券 | | --- | --- | --- | --- | | 短期融资券简称 | 26 兴业证券 CP001 | 短期融资券代码 | 072610017 | | 发行日 | 2026 年 1 月 21 日 | 起息日 | 2026 年 1 月 22 日 | | 兑付日 | 2026 年 9 月 24 日 | 期限 | 245 天 | | 计划发行总额 | 30 亿元 | 实际发行总额 | 30 亿元 | | 发行价格 | 100 元/张 | 票面利率 | 1.68% | 特此公告。 兴业证券股份有限公司 董 事 会 二〇二六年一月 ...

格隆汇1月22日丨兴业证券(601377.SH)公布，兴业证券股份有限公司2026年度第一期短期融资券已于 2026年1月22日发行完毕。短期融资券简称：26兴业证券CP001，短期融资券代码：072610017，实际发 行总额：30亿元，票面利率：1.68%。 ...

兴业证券公告称，公司2026年度第一期短期融资券于2026年1月22日发行完毕。该融资券简称"26兴业证 券CP001"，代码为"072610017"，发行日为1月21日，起息日为1月22日，兑付日为9月24日，期限245 天。计划发行总额和实际发行总额均为30亿元，发行价格100元/张，票面利率1.68%。相关发行文件已 在指定网站刊登。 ...

Core Viewpoint - The major shareholders of Qingmu Technology have completed their share reduction plan, resulting in a significant decrease in their ownership percentage, which now stands at 42.51% of the total shares outstanding [1] Group 1: Share Reduction Details - The share reduction plan was initially announced on September 29, 2025, allowing for a maximum reduction of 2,776,000 shares, representing up to 3.00% of the total share capital [1] - The reduction was executed through various transactions: 1,647,000 shares were sold via block trading at an average price of 63.28 CNY per share, and 818,868 shares were sold through centralized bidding at an average price of 92.30 CNY per share [2][3] - The total cash generated from the share reduction is approximately 200 million CNY [3] Group 2: Company Background - Qingmu Technology was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on March 11, 2022, with an initial public offering of 16.67 million shares at a price of 63.10 CNY per share [4] - The total funds raised from the IPO amounted to 1.052 billion CNY, with a net amount of 951 million CNY after expenses, exceeding the initial plan by 311 million CNY [4] - The funds raised are intended for various projects, including the construction of an e-commerce service operation center and upgrades to consumer data platforms [4]

Group 1 - The core viewpoint of the news is that leading securities firms are expected to report record high profits for the year 2025, driven by active trading and strong performance in retail and proprietary businesses [1] - CITIC Securities, Guotai Junan, and Southwest Securities are among the first to disclose their annual performance, indicating robust growth in earnings for leading firms [1] - Guotai Haitong Securities forecasts a significant improvement in the performance of listed securities firms, with a projected year-on-year increase of 46.4% in net profit attributable to shareholders, supported by active trading and a favorable base effect [1] Group 2 - The securities sector is benefiting from a combination of strong market performance and earnings elasticity, with a positive outlook for high-quality leading firms and those with wealth management features [1] - The influx of medium to long-term capital into the market is expected to drive retail investor participation, further enhancing the performance of securities firms [1] - The Guozheng Securities Leading Index (399437) has shown a slight increase of 0.11%, with notable gains from constituent stocks such as Caitong Securities and Dongwu Securities [2]

Core Viewpoint - Guoxia Technology (02655) saw a morning increase of over 4%, currently up 4.24% at HKD 57.75, with a trading volume of HKD 16.54 million [1] Group 1: Strategic Cooperation - Recently, Sunwoda Electric (300827) and Guoxia Technology signed a strategic cooperation agreement at Sunwoda's headquarters [1] - The agreement aims to leverage each company's strengths to deepen collaboration in the energy storage sector, focusing on market expansion and project promotion [1] - The partnership is expected to enhance global brand influence and support the transition to a greener and more sustainable energy structure worldwide [1] Group 2: Market Developments - The Hong Kong Stock Connect is set for a new round of adjustments, with results expected to be announced on February 20 and to take effect from March 9 [1] - According to a report by Industrial Securities, 48 Hong Kong stocks are anticipated to be included in the Stock Connect list, with Guoxia Technology likely to be among them [1]

Group 1 - The core point of the article highlights that Guoxia Technology (02655) experienced a stock price increase of over 4%, reaching HKD 57.75 with a trading volume of HKD 16.54 million [1] - A strategic cooperation agreement was signed between Shuneng Electric and Guoxia Technology, aiming to enhance collaboration in the energy storage sector, focusing on market expansion and project promotion [1] - The upcoming adjustment of the Hong Kong Stock Connect list is expected to include 48 new stocks, with Guoxia Technology likely to be added to the list effective from March 9 [1]

Core Viewpoint - The report from Industrial Securities initiates coverage on Chongqing Machinery and Electric Co., Ltd. (02722) with a "Buy" rating, highlighting strong growth potential from Chongqing Cummins and Chongqing Hitachi Energy in the coming years, alongside a gradual recovery in profitability as impairment decreases [1]. Group 1: Company Overview - Chongqing Machinery and Electric is a leading equipment manufacturing enterprise under the Chongqing State-owned Assets Supervision and Administration Commission, with a 58.52% stake held by Chongqing Holdings (Group) [1]. - The company's main business includes hydro turbines, electrical wires and cables, gas compressors, industrial pumps, wind turbine blades, and machine tools, while also holding stakes in Chongqing Cummins and Chongqing Hitachi Energy [1]. Group 2: Financial Projections - The company is projected to achieve revenues of 8.92 billion yuan in 2024, representing a year-on-year growth of 10.7%, with a gross profit of approximately 1.555 billion yuan, up 5% [1]. - The net profit attributable to shareholders is expected to reach 431 million yuan in 2024, reflecting a significant year-on-year increase of 42% [1]. - Revenue forecasts for 2025, 2026, and 2027 are 9.678 billion yuan, 10.539 billion yuan, and 11.521 billion yuan, respectively, with net profits of 732 million yuan, 902 million yuan, and 1.019 billion yuan, leading to PE ratios of 9.82, 8.02, and 7.11 times [1]. Group 3: Business Segments - Chongqing Cummins is the only large-bore engine manufacturer in China, benefiting from the booming demand for large-bore engines and data centers, and is actively expanding production capacity [1]. - Chongqing Hitachi Energy specializes in producing transformers rated at 220kV and above, and is positioned to benefit from strong overseas demand for high-voltage power grid construction, with significant growth expected due to the National Grid's investment plan [2].

Group 1 - Core viewpoint: Industrial Securities initiates coverage on Chongqing Machinery and Electric (02722) with a "Buy" rating, highlighting strong growth potential from Chongqing Cummins and Chongqing Hitachi Energy, alongside a gradual recovery in profitability as impairments decrease [1] - Revenue projections: The company is expected to generate revenues of 9.678 billion, 10.539 billion, and 11.521 billion yuan in 2025, 2026, and 2027 respectively, with net profits of 732 million, 902 million, and 1.019 billion yuan [1] - Valuation metrics: Projected PE ratios for the years 2025, 2026, and 2027 are 9.82, 8.02, and 7.11 respectively [1] Group 2 - Company background: Chongqing Machinery and Electric is a leading equipment manufacturing enterprise under the Chongqing State-owned Assets Supervision and Administration Commission, with a 58.52% stake held by Chongqing Holdings [1] - Main business segments: The company’s core operations include hydro turbines, electrical wires and cables, gas compressors, industrial pumps, wind turbine blades, and machine tools, along with stakes in Chongqing Cummins and Chongqing Hitachi Energy [1] - 2024 revenue forecast: The company anticipates a main business revenue of 8.92 billion yuan in 2024, representing a year-on-year growth of 10.7%, with a gross profit of approximately 1.555 billion yuan, up 5% [1] Group 3 - Chongqing Cummins: The company is the only large-bore engine manufacturer for Cummins in China, benefiting from the growth in large-bore engines and data centers, and is actively expanding production capacity [2] - Product range: Chongqing Cummins produces various engine models including QSN/NT, QSK19/K19, QSK38/K38, QSK50/K50, and QSK60 [2] Group 4 - Chongqing Hitachi Energy: This company is a major production base for high-voltage transformers (220kV and above) and is expected to benefit from strong overseas demand and the expansion of its production capacity [3] - Market opportunity: The company is poised to gain from the rapid growth in ultra-high voltage construction, supported by a significant investment plan from the State Grid [3]

Group 1 - The Chinese government will extend tax policies for innovative enterprises' domestic issuance of depositary receipts (CDRs) from January 1, 2026, to December 31, 2027, including exemptions on individual income tax for capital gains and differentiated tax policies for dividends [1] - The Ministry of Finance and other departments announced the establishment of new duty-free shops at 41 ports, including Wuhan Tianhe International Airport, allowing residents from Macau to purchase duty-free goods up to 15,000 yuan [2] - The Ministry of Housing and Urban-Rural Development emphasized the ongoing progress of new urbanization and the potential for high-quality development in the real estate sector, advocating for city-specific policies to manage supply and demand [2] Group 2 - The Ministry of Finance issued a notice to address "abnormally low prices" in government procurement, requiring procurement entities to set reasonable maximum prices based on market conditions and project budgets [3] - The People's Bank of China will hold a meeting on January 15, 2026, to discuss the development of a modern payment system, focusing on cross-border payment systems and regulatory measures [3] - Guangdong Province introduced policies to promote high-quality development in transportation through artificial intelligence, encouraging the testing and application of smart connected vehicles [4] Group 3 - The European Parliament's International Trade Committee announced an indefinite freeze on the review of the EU-US trade agreement due to current geopolitical tensions [5] - Major US stock indices showed recovery, with the Dow Jones Industrial Average rising by 1.21% to 49,077.23 points, and significant rebounds in large tech stocks such as Nvidia and Tesla [6] - The Nasdaq China Golden Dragon Index increased by 2.2%, with notable gains in companies like Baidu and Alibaba [6] Group 4 - Analysts from various securities firms suggest that the current spring market rally is still in progress, with expectations for continued structural market trends and rotation of hot sectors [7] - There is a focus on earnings disclosures in the technology sector, particularly in chips and artificial intelligence, as well as the impact of domestic policies on capital expenditures [7]