2026.02. 06 作者 | 一财阿驴 11:31 A股午盘丨创业板指半日涨0.65% 截至午盘，沪指涨0.11%，深成指涨0.65%，创业板指涨0.65%。科创综指涨0.51%。 盘面上，锂电池、能源金属、人形机器人、金融科技题材活跃，中药、化工板块涨幅靠前。白酒、零售、AI应用概念股走弱。 | 板块名称 | | 张幅� 张速 | | --- | --- | --- | | 草甘麟 | | +3.08% +0.07% | | 氟化工概念 | +3.08% | +0.16% | | 油气开采及服务 | +3.07% | +0.24% | | 染料 | +3.07% | +0.21% | | 环氧丙烷 | +2.94% | +0.14% | | PEEK材料 | +2.84% | +0.17% | | 磷化工 | +2.72% | +0.21% | | 丙烯酸 | +2.70% | +0.12% | | PVDF概念 | +2.61% | +0.11% | | 化学原料 | +2.60% | +0.15% | | 中药 | +2.52% | +0.06% | | 新型烟草(电子 ... | +2.51% | ...

（文章来源：每日经济新闻） 每经AI快讯，2月6日，零售板块盘初调整，三江购物触及跌停，新华百货、百大集团、友好集团、国 光连锁跌幅居前。 ...

Group 1 - The retail sector experienced significant volatility, with major companies such as Baida Group and Sanjiang Shopping both hitting the daily limit down [1] - Other companies including Youhao Group and Guoguang Chain also reached their daily limit down, indicating a broader trend of decline in the retail market [1] - Additional retailers like Xinhua Department Store, Guangbai Shares, Dongbai Group, Shanghai Jiubai, and Zhongbai Group followed suit with declines [1]

Group 1 - The A-share tax refund store sector has shown a continuous rise, with Maoye Commercial reaching the daily limit increase [2] - Hangzhou Xie Bai previously hit the daily limit, while Bai Da Group increased by over 5% [2] - Other stocks such as Guangbai Co., Hebai Group, Yuyuan, Bailian Group, and New World also experienced gains [2]

零售板块表现活跃，杭州解百涨停，赫美集团、皇庭国际、欧亚集团、新华百货、百大集团跟涨。 ...

Core Viewpoint - Hisense Home Appliances has made significant investments in trust financial products, totaling over 5.5 billion yuan, indicating a strategic move to enhance the efficiency of idle funds and increase cash asset returns [1][2]. Group 1: Company Actions - Hisense Home Appliances has announced three purchases of trust financial products since December 20, 2025, involving trust companies such as Jingu Trust, Huaneng Trust, and Zhongcai Trust, with a total investment exceeding 5.5 billion yuan [1]. - The company invested 1.815 billion yuan in Huaneng Trust products between July 16, 2025, and January 20, 2026, signing 10 related agreements [1]. - Hisense's subsidiary also invested 1.855 billion yuan in six products from Zhongcai Trust and 1.892 billion yuan in products from Jingu Trust during the same period [1]. Group 2: Industry Performance - The three trust companies involved reported strong financial performance in 2025, with Zhongcai Trust achieving 1.409 billion yuan in revenue and 653 million yuan in net profit, Huaneng Trust with 2.815 billion yuan in revenue and 1.260 billion yuan in net profit, and Jingu Trust with 1.562 billion yuan in revenue and 823 million yuan in net profit [2]. - Hisense Home Appliances accounted for 68.3% of the total trust financial product purchases by listed companies in 2025, with a total subscription amount of 17.854 billion yuan [2][3]. Group 3: Market Trends - In 2025, A-share listed companies collectively subscribed to trust products worth 26.123 billion yuan, an increase from 22.909 billion yuan in 2024, indicating a growing trend in utilizing trust financial products to manage idle funds [3]. - Companies across various sectors, including manufacturing and technology, have shown different preferences in trust product selection, with tech firms opting for short-term products for liquidity, while manufacturing firms like Hisense prefer fixed-income products for stable returns [3]. Group 4: Regulatory Environment - The trust industry has seen a shift towards standardized asset management, with non-standard assets becoming a secondary investment method, reflecting a regulatory push for better disclosure and risk management [5]. - The 2025 revised Trust Company Management Measures require trust companies to establish robust information disclosure systems, enhancing the quality of disclosures and compliance [5].

Group 1 - Hisense Electric has made significant investments in trust financial products, totaling over 5.5 billion yuan since December 20, 2025, with multiple agreements signed with various trust companies [1] - The company has committed 1.815 billion yuan to Huaneng Trust and 1.855 billion yuan to Zhongcai Trust, indicating a strong focus on utilizing idle funds to enhance cash asset returns without affecting daily operations [1] - In 2025, Hisense Electric accounted for 68.3% of the total trust product purchases by listed companies, with a total investment of 17.854 billion yuan [1] Group 2 - The overall investment in trust products by A-share listed companies increased to 26.123 billion yuan in 2025, up from 22.909 billion yuan in 2024, indicating a growing trend in utilizing trust products for idle funds [3] - Other companies such as Baida Group, Wangsu Technology, and Shagang Group have also made significant investments, each exceeding 500 million yuan, showcasing diverse industry participation in trust investments [3] - Companies in the technology sector tend to prefer short-term products for liquidity, while manufacturing firms like Hisense Electric favor fixed-income products from state-owned trust companies for stable returns [3] Group 3 - The trust industry is experiencing a shift towards standardized assets, with non-standard assets becoming a secondary investment method, reflecting a more stable development trend [5][6] - Regulatory measures have tightened, requiring trust companies to enhance information disclosure and compliance, which is expected to improve the quality of financial services provided to the real economy [6] - The proportion of non-standard asset investments in trust funds has decreased from 54.52% at the end of 2022 to below 40% in 2023, indicating a significant shift in investment strategy [6]

本报讯 （记者吴文婧）1月20日，百大集团股份有限公司（以下简称"百大集团"）发布2025年年度业绩 预告。公告显示，公司预计2025年度实现归母净利润约700万元，同比减少1.26亿元，降幅达94.73%。 同时，公司预计2025年度实现营业收入约2亿元，同比小幅增长2.87%；扣除非经常性损益后的净利润 约为7500万元，同比下降4.83%。整体来看，在主营业务相对平稳的情况下，百大集团2025年归母净利 润"大跳水"主要是由于非经常性损益的大幅波动。 从具体原因看，公允价值变动成为拖累业绩的核心因素。公告显示，2024年度，百大集团确认公允价值 变动收益约2356.84万元，而2025年度公司确认公允价值变动收益约-1.37亿元，同比减少归母净利润约 1.35亿元。 其中，一方面，百大集团依据杭州工商信托股份有限公司提供的未经审计年报数据，确认相关公允价值 变动收益约-9440万元；另一方面，公司所持二级市场股票因股价下跌，确认公允价值变动收益约-6160 万元，对公司当期利润形成了显著冲击。 （文章来源：证券日报） ...

Group 1 - The trust concept sector declined by 1.09%, ranking among the top declines in concept sectors, with companies like Huaguang Huaneng, Delong Huineng, and Maoye Commercial experiencing significant drops [1][2] - Among the trust concept stocks, three companies saw price increases, with Hongda Co., New Huangpu, and Jianyuan Trust rising by 1.80%, 1.10%, and 0.34% respectively [1][2] - The trust concept sector experienced a net outflow of 381 million yuan, with 17 stocks facing net outflows, and six stocks seeing outflows exceeding 30 million yuan [2][3] Group 2 - The top net outflow stock was Zhongyou Capital, with a net outflow of 105 million yuan, followed by Guowang Yingda and Huaguang Huaneng with net outflows of 89.28 million yuan and 68.60 million yuan respectively [2][3] - The leading stocks for net inflow in the trust concept sector included Hongda Co., Guotou Investment, and Zhejiang Dongfang, with net inflows of 45.47 million yuan, 18.86 million yuan, and 13.57 million yuan respectively [2][3] - The trading volume for Zhongyou Capital was 0.60%, while Guowang Yingda had a trading volume of 1.29%, indicating varying levels of investor activity within the sector [3]

Core Viewpoint - The A-share market's retail and chain sector experienced a significant rally, with notable stock performances, following the announcement of a new strategic plan for expanding domestic demand from 2026 to 2030 by the National Development and Reform Commission [1] Group 1: Market Performance - As of 10:58 AM on January 20, the retail and chain sector rose over 0.9% [1] - Shanghai Jiubai reached its daily limit, while HeBai Group and Huitong Energy increased by over 6% [1] Group 2: Policy Announcement - Wang Changlin, Deputy Director of the National Development and Reform Commission, announced plans to formulate a strategic implementation plan for expanding domestic demand for the years 2026 to 2030 [1]