新股动态： ①国亮新材今日申购，发行价10.76元。 行业大事： ①国新办今日举行新闻发布会，介绍 2025年全年进出口情况。 ②2025年第七届"碳索"企业家跨年分享会于1月14日至15日举办。 ③"十五五" 钢铁行业 绿色低碳、智能升级交流暨"五新"供需会于1月14日至16日举办。 ④2026高质量数据集与数据 标注产业供需对接活动今日举办。 ⑤欧佩克公布月度原油市场报告。 经济数据公布： ①今日有286亿 元7天期逆回购到期。 ②美国11月零售销售环比，预期0.4，前值0。 ③美国11月PPI同比，预期2.7。 ④ 美国至1月9日当周EIA原油库存。 A股动态： ①1家上市公司迎来股票解禁。 劲旅环境解禁7941.84万 股，占总股本59.17%。 ②多家上市公司派息公告汇总，部分将于今日股权登记，1月15日除权除息。派 息力度较大的为 云路股份(10派5.00元)、 江苏银行(10派3.31元)、 佛燃能源(10派2.50元)、 广东明珠(10 派2.00元)、 广电运通(10派1.70元)。其他公司如 三花智控(10派1.20元)、 富乐德(10派1.05元)、 爱尔眼 科(10派0.80元)、 中 ...

2026.01.14 本文字数：1035，阅读时长大约2分钟 作者 |第一财经 陈姗姗 据记者了解，德邦股份此次主动退市，核心原因之一是京东物流此前收购德邦时解决同业竞争的承诺的 履行。 2022年3月，德邦股份公告，京东卓风将通过受让德邦控股部分股份且同时接受德邦控股部分股东委托 获得德邦控股部分股份对应的表决权的方式，实现对德邦控股的控制，从而间接控制德邦控股所持有的 上市公司66.4965%股份。 之后，京东卓风于2022年9月6日出具承诺，自要约收购完成之日起五年内，通过具有可操作性的方式解 决京东物流与德邦股份的同业竞争问题。 如今，德邦被要约收购已经进入第四年，投资者平台上也出现关于德邦股份通过资产注入、京东物流回 A股等多种猜想。不过，相关投行业内人士认为，从监管要求、业务逻辑与行业实际来看，这些路径均 不具备可行性，京东物流体系其他物流资产的注入也无法解决核心的同业竞争问题。 对于德邦股份最终选择退市，有业内人士分析称，目前维持德邦股份上市地位的实际收益有限，成为非 上市公司后，德邦股份可全面接入京东物流体系的核心资源，无须受限于上市公司的信息披露节奏与盈 利短期压力。 财报数据显示，2025 ...

2026.01. 14 本文字数：1035，阅读时长大约2分钟 作者 | 第一财经 陈姗姗 封图 | AI生成 1月13日晚间，停牌3个交易日的德邦股份（603056.SH）发布公告称，公司拟以股东会决议方式主动 撤回A股股票在上海证券交易所的上市交易，并在取得上海证券交易所终止上市决定后申请在全国中 小企业股份转让系统退市板块继续交易。 这意味着，又一快运巨头即将退市。 在此之前，在香港上市的安能物流已经宣布于2月9日私有化退市。而德邦股份是国内首家IPO上市的 快递物流企业，最早主要从事零担物流业务，并一度成为国内零担快运市场的老大。 根据公告，此次德邦退市的现金选择权提供方为京东物流，现金选择权的行权价格为19元/股，对应 公司市值超190亿元，较德邦停牌前1日的市价溢价超过35%，现金选择权的股权登记日拟定为2026 年2月6日。 据记者了解，德邦股份此次主动退市，核心原因之一是京东物流此前收购德邦时解决同业竞争的承诺 的履行。 如今，德邦被要约收购已经进入第四年，投资者平台上也出现关于德邦股份通过资产注入、京东物流 回A股等多种猜想。不过，相关投行业内人士认为，从监管要求、业务逻辑与行业实际来看，这 ...

Group 1 - The founder of Zhong Xue Gao, Lin Sheng, won a lawsuit against malicious editing of his interview, confirming that he never made the controversial statement "buy it or not" [2][3] - The court ruled that the malicious editing constituted defamation, ordering the defendants to pay 2.3 million yuan in damages and issue a public apology [3] - Despite the legal victory, Lin Sheng noted that it does not help the current situation of Zhong Xue Gao, which has filed for bankruptcy [3] Group 2 - A report by Deloitte indicates that over 63% of Chinese consumers plan to spend over 300,000 yuan on their next vehicle, with fuel vehicles remaining the preferred choice at 41% [4] - The survey shows a significant preference for higher-priced vehicles, with 30% of respondents favoring the 300,000-399,900 yuan range [4] - The report reflects an upgrading trend in the Chinese automotive market, indicating a solid user base for fuel vehicles despite the rise of electric and hybrid options [4] Group 3 - ByteDance has raised its option price from $200.41 to $226.07, marking a nearly 13% increase since last August and over a fourfold increase since 2019 [5] - The new option price applies to recruitment offers, while the repurchase price for employees has not yet been adjusted [5] Group 4 - Pinduoduo is quietly testing a new feature called "Billion Supermarket," leveraging its established subsidy system to attract price-sensitive consumers [7] - The feature includes significant discounts and a variety of products, aiming to differentiate itself from traditional supermarkets and other e-commerce platforms [7] Group 5 - East Peak Beverage forecasts a net profit increase of 30.46%-37.97% for 2025, estimating profits between 4.34 billion and 4.59 billion yuan [21] - Shanghai Pudong Development Bank reported a net profit of 50.017 billion yuan for 2025, reflecting a year-on-year growth of 10.52% [22] - Yangtze Power announced a net profit of 34.167 billion yuan for 2025, with a growth of 5.14% compared to the previous year [23]

Group 1 - The founder of Zhong Xue Gao, Lin Sheng, won a lawsuit regarding a maliciously edited interview, affirming that he never made the statement "buy it or not" [1] - A report by Deloitte indicates that over 63% of Chinese consumers plan to spend over 300,000 yuan on their next vehicle, with fuel vehicles remaining the preferred choice at 41% [2][3] - ByteDance has raised its option price from $200.41 to $226.07, marking a nearly 13% increase since last August and over a fourfold increase since 2019 [2] Group 2 - McDonald's is facing consumer complaints about shrinking burger sizes, with customers sharing comparisons on social media [2] - The Yanran Angel Children's Hospital is negotiating with landlords over rent debts, claiming that the actual owed amount is due to a rent increase since 2020 [7] - Pinduoduo is testing a new "Billion Supermarket" feature within its app, focusing on low-price strategies to attract price-sensitive consumers [6] Group 3 - Meta Platforms plans to cut about 10% of jobs in its Reality Labs department to shift resources towards artificial intelligence [11] - The U.S. government has approved Nvidia to export its H200 AI chips to China, with a 25% fee on the transactions [12] - Liftoff Mobile, Inc. has filed for an IPO with the SEC, planning to list on the Nasdaq [13]

Core Viewpoint - JD Logistics announced the proposal to withdraw Debon Holdings' shares from the Shanghai Stock Exchange, which has been approved by Debon's board of directors [1] Group 1: Withdrawal of Listing - Debon intends to withdraw its shares from trading on the Shanghai Stock Exchange, with the proposal to be approved by Debon's shareholders [1] - Following shareholder approval, JD Logistics' wholly-owned subsidiary will issue a cash option to Debon shareholders at a price of RMB 19.0 per share [1] Group 2: Financial Implications - The cash option may cover a total of 202,782,159 shares held by Debon shareholders, excluding treasury shares [1] - The estimated value of the cash option, assuming all shareholders exercise it, is approximately RMB 3.797 billion [1] Group 3: Ownership Structure - JD Logistics holds approximately 80.01% of Debon's total shares, excluding treasury shares, and Debon is a consolidated subsidiary of JD Logistics [1]

德邦股份拟以股东会决议方式主动终止公司股票上市。 1月13日晚间，德邦股份（603056）发布多条公告，公告显示，公司拟以股东会决议方式主动撤回德邦股份 A股股票在上海证券交易所的上市交易，同时，公司股票将自2026年1月14日（星期三）开市起复牌。 | 证券代码 | 证券简称 | 信息理於型 | 停牌起始 | 停牌期间 | 停牌终止 | 复 雷 日 | | --- | --- | --- | --- | --- | --- | --- | | | | | H | | H | | | 603056 | 德邦股份 | A 量 理 | | | 2026/1/13 | 2026/1/14 | 此前，因公司间接控股股东宿迁京东卓风企业管理有限公司（以下简称"京东卓风"）筹划与公司相关的重大 事项，德邦股份股票自1月9日午间起停牌。 德邦股份表示，为了更好地顺应物流行业的发展趋势，更为高效、有力地统筹协调与整合JD Logistics, Inc. （京东物流股份有限公司，以下简称"京东物流"）体系内的物流资源，亦考虑积极践行公司间接控股股东京 东卓风于收购公司时作出的关于同业竞争的承诺，根据相关规定，经京东卓风提议，并 ...

Group 1: Company News - Rongbai Technology signed a procurement cooperation agreement with CATL for lithium iron phosphate cathode materials, with a total sales amount exceeding 120 billion yuan, supplying 3.05 million tons from Q1 2026 to 2031 [10][11] - Baiwei Storage expects a net profit attributable to shareholders of 850 million to 1 billion yuan in 2025, representing a year-on-year increase of 427.19% to 520.22% [5] - Dazhu CNC anticipates a net profit attributable to shareholders of 785 million to 885 million yuan in 2025, reflecting a year-on-year growth of 160.64% to 193.84% [6] - TCL Technology forecasts a net profit attributable to shareholders of 4.21 billion to 4.55 billion yuan in 2025, indicating a year-on-year increase of 169% to 191% [6] - Hengdi Pharmaceutical expects a net profit attributable to shareholders of 31 million to 39 million yuan in 2025, showing a decline of 57.40% to 66.14% [9] - *ST Wanfang anticipates a revenue below 300 million yuan in 2025, with net profit expected to be negative, leading to potential delisting [10] Group 2: Industry Developments - The State Grid reported that inter-provincial electricity trading volume reached 1.67 trillion kWh in 2025, a 10% year-on-year increase, with renewable energy trading volume up 41% to 317.7 billion kWh [2] - The Ministry of Industry and Information Technology released an action plan for the high-quality development of industrial internet platforms from 2026 to 2028, aiming for over 450 influential platforms and a core industry scale exceeding 1.6 trillion yuan by 2025 [3] - The sixth batch of high-value medical consumables procurement has concluded, with results to be announced today [1]

Group 1 - The Ministry of Industry and Information Technology has issued an action plan for the high-quality development of industrial internet platforms from 2026 to 2028, aiming to establish a multi-level platform system with over 450 influential platforms by 2028 [2] - The plan emphasizes enhancing resource connectivity, with a target of over 120 million industrial devices connected and a platform penetration rate exceeding 55% by 2028 [2] - Four key actions are proposed to drive the development of industrial internet platforms: platform cultivation, data intelligence enhancement, large-scale application, and ecosystem support [3][4][5] Group 2 - The platform cultivation action focuses on differentiated development, supporting specialized, industry-specific, and collaborative platforms, and enhancing application capabilities [3] - The data intelligence action aims to unlock the value of industrial data, improve data collection and aggregation capabilities, and promote the integration of artificial intelligence with industrial internet platforms [4] - The large-scale application action encourages the development of solutions for high-value scenarios and supports both large and small enterprises in digital transformation [5] Group 3 - The ecosystem support action includes exploring open-source mechanisms, enhancing cooperation levels, and establishing a new standard system for industrial internet platforms [5] - The plan aims to strengthen the international influence of China's industrial internet platforms and improve data security measures [5] - The overall goal is to create a new generation of industrial internet platform ecology characterized by ubiquitous connectivity, intelligent integration, deep collaboration, and open-source development [2]

1月13日晚间，德邦股份（603056）停牌谜底揭晓：公司拟主动终止在A股上市。公司将为异议股东提 供现金选择权，行权价格比该股停牌前的价格高。 公告显示，为了更好地顺应物流行业的发展趋势，更为高效、有力地统筹协调与整合JD Logistics， Inc．（京东物流股份有限公司，下称"京东物流"）体系内的物流资源，亦考虑积极践行公司间接控股 股东宿迁京东卓风企业管理有限公司（下称"京东卓风"）收购德邦物流时作出的关于同业竞争的承诺， 根据相关法律、法规及规范性文件的规定，经京东卓风提议，并经公司董事会审议通过，公司拟以股东 会决议方式，主动撤回A股股票在上交所的上市交易，并在取得上交所终止上市决定后，申请在全国中 小企业股份转让系统退市板块继续交易。 德邦股份于2018年1月在上交所主板上市，控股股东为德邦投资控股股份有限公司。2022年7月，京东集 团通过下属境内子公司京东卓风，获得了德邦控股的控制权。目前，京东卓风持有德邦控股99.987%的 表决权，成为德邦控股的控股股东。 财报数据显示，2025年前三季度，德邦股份营业收入为302.7亿元，同比增长6.97%；归母净利润为-2.77 亿元，同比下降15 ...