（编辑 姚尧） 证券日报网讯 1月26日，广东宏大发布公告称，广东宏大控股集团股份有限公司（以下简称"公司"）于 今日收到公司合计持股5%以上股东郑明钗先生发来的《关于解除质押部分广东宏大股份的告知函》， 获悉郑明钗先生将其所持有的公司3，650，000股股权办理了解除质押手续，解除质押日期为2026年1月 23日。 ...

从资金流向上来看，当日化学制品板块主力资金净流出7.18亿元，游资资金净流入5827.03万元，散户资 金净流入6.6亿元。化学制品板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002165 | 红宝丽 | 3.47 Z | 17.02% | -1.53 Z | -7.50% | -1.94 Z | -9.52% | | 600309 万华化学 | | 1.68亿 | 3.51% | -4772.48万 | -1.00% | -1.20 Z | -2.51% | | 002326 | 永太科技 | 1.60 Z | 7.14% | -7695.38万 | -3.43% | -8335.25万 | -3.71% | | 600230 沧州大化 | | 1.09 Z | 12.89% | -3504.91万 | -4.14% | -7419.85万 | -8.75% | | 002166 ...

Group 1 - Guangdong Hongda announced the receipt of a notice from major shareholder Zheng Mingchai regarding the release of pledge on 3.65 million shares, effective January 23, 2026 [1] - Zheng Mingchai and his concerted action partner Xinxiangjing hold approximately 40.2 million shares, representing 5.29% of the total share capital [1] - After the release of the pledge, Zheng Mingchai has a total of 17.67 million shares pledged, which accounts for 2.32% of the total share capital [1]

广东宏大公告称，合计持股5%以上股东郑明钗于2026年1月23日解除质押3,650,000股，占其所持股份比 例9.08%，占公司总股本比例0.48%。截至本公告日，郑明钗直接持有公司33,731,718股，占总股本 4.44%，与鑫祥景为一致行动人，合计持股40,197,137股，占总股本5.29%。本次解质押后，郑明钗累计 质押17,670,000股，占公司总股本2.32%，所质押股份均不存在平仓或被强制平仓情形。 ...

证券代码：002683 证券简称：广东宏大 公告编号：2026-003 广东宏大控股集团股份有限公司 广东宏大控股集团股份有限公司（以下简称"公司"）于今日收 到公司合计持股 5%以上股东郑明钗先生发来的《关于解除质押部分 广东宏大股份的告知函》，获悉郑明钗先生将其所持有的公司 3,650,000 股股权办理了解除质押手续，解除质押日期为 2026 年 1 月 23 日。具体事项如下： 三、其他说明 注：截至本公告日，郑明钗先生直接持有公司 33,731,718 股，占公 司总股本的 4.44%；郑明钗先生与厦门鑫祥景贸易发展有限公司（以 下简称"鑫祥景"）构成一致行动人，合计持有公司 40,197,137 股， 占公司总股本的 5.29%。上述"占其所持股份比例"为该笔解除质押 股东 名称 是否为控股股东 或第一大股东及 其一致行动人 本次解除质 押股份数量 （股） 占其所持 股份比例 占公司 总股本 比例 起始日 解除日期 质权人 郑明钗 否 1,610,000 4.01% 0.21% 2025 年 2 月 24 日 2026 年 1 月 23 日 中国银 河证券 股份有 限公司 1,140,000 2. ...

Group 1 - The core point of the article highlights that Guangdong Hongda's trading volume reached 1.549 billion RMB, marking a new high since July 22, 2025 [2] - The latest stock price of Guangdong Hongda has decreased by 9.40%, with a turnover rate of 4.73% [2] - The previous trading day's total transaction volume for the stock was 493 million RMB [2] Group 2 - Guangdong Hongda Holding Group Co., Ltd. was established on May 13, 1988, with a registered capital of 7.6002247 billion RMB [2]

化工ETF紧密跟踪中证细分化工产业主题指数，中证细分产业主题指数系列由细分有色、细分机械等7 条指数组成，分别从相关细分产业中选取规模较大、流动性较好的上市公司证券作为指数样本，以反映 相关细分产业上市公司证券的整体表现。 化工板块逆市吸金，化工ETF(159870)盘中净申购11.13亿份，冲刺连续18天净流入。 机构指出，宏观上化工行业已迎来重大拐点。1)双碳政策为化工行业的产能设立长期天花板。未来产能 将有指标化趋势，化工行业盈利周期将被拉长。2)世界局势变化，化工行业有望再定价。我国化工多个 子行业全球市占率已超50%，出口持续高增，中国化工产能在全球或具备稀缺性。且我国化工企业经营 思路或从"抢份额"向"增厚利润"转变，未来化工行业有望再定价。3)下游需求回暖。海外降息周期打 开，国内PPI同比增速下半年有望转正，行业盈利将从上游原材料扩散至中游，且化工行业多个子行业 连续亏损3年以上，涨价意愿强烈，价格上涨弹性或超预期。 截至2026年1月26日 13:53，中证细分化工产业主题指数(000813)成分股方面涨跌互现，云天化领涨 4.01%，卫星化学上涨3.25%，东方盛虹上涨2.73%；广东宏大 ...

Group 1: Machinery Manufacturing Industry - The domestic demand for construction machinery has fully recovered, and overseas growth has accelerated, indicating a positive long-term outlook for the industry [2] - Recommended companies include SANY Heavy Industry, XCMG, Zoomlion (A/H), Liugong, Shantui, and China Longgong (H), along with component manufacturers like Hengli Hydraulic [2] - The smart logistics sector is expected to open up growth opportunities in the forklift industry, with recommendations for Anhui Heli and Hangcha Group, and a suggestion to pay attention to Zhongli and Nuoli [2] Group 2: Dairy Industry - Junlebao, starting from yogurt, launched its first infant formula in 2014, and has since developed strong single product capabilities, with "Jianchun" becoming the top low-temperature yogurt brand in China since 2022 [3] - The high-end fresh milk brand "Yuexianhuo" is projected to achieve revenue of 1.88 billion yuan in 2024, establishing itself as a leading brand in the high-end fresh milk segment [3] - For the first three quarters of 2025, "Yuexianhuo" has generated revenue of 1.84 billion yuan, reflecting a year-on-year growth of 37.6% [3] Group 3: AI in Healthcare - Domestic and international healthcare companies are increasingly investing in AI products and services across various segments, including health management, precision medicine, and AI-driven clinical trials [4] - The report emphasizes the transition of AI in healthcare from technical validation to commercial realization, driven by the dual forces of cost control in healthcare and technological advancements [4] - The core competitive advantage in the future will depend on possessing exclusive, high-quality private data and the ability to continuously iterate data through business scenarios [4]

Core Viewpoint - Guangdong Hongda (002683) announced the successful production and signing ceremony of its subsidiary Guoke Hongguan, which focuses on the research and production of laser gyroscopes and related inertial navigation systems, indicating a strategic move into high-end defense equipment [1] Group 1: Company Developments - Guoke Hongguan specializes in laser gyroscopes and related inertial navigation systems, with applications in various fields including military and aerospace [1] - The company is positioned as a key player in the high-end defense equipment sector, supported by the innovation team from the National University of Defense Technology [1] - The establishment of Guoke Hongguan marks a significant step in Guangdong Hongda's strategy to expand into markets such as high-end weaponry, low-altitude economy, commercial aerospace, and geodesy [1]

Core Viewpoint - The engineering machinery industry is expected to experience sustained growth in domestic sales and a significant recovery in non-excavator categories, driven by positive fiscal policies and ongoing internationalization and electrification trends [1][2][3]. Group 1: Domestic Sales Growth - In December 2025, domestic excavator sales continued to grow, with total excavator sales (including exports) reaching 23,095 units, a year-on-year increase of 19.2%, and domestic sales at 10,331 units, up 10.9% [1]. - For the entire year of 2025, total excavator sales (including exports) amounted to 235,257 units, reflecting a 17.0% year-on-year growth, while domestic sales reached 118,518 units, increasing by 17.9% [1]. - Non-excavator machinery categories showed a clear recovery trend, with loader sales up 17.6%, grader sales up 70.5%, truck crane sales up 39.1%, crawler crane sales up 95.5%, and truck-mounted crane sales up 36.7% in December 2025 [1]. Group 2: Infrastructure Investment and Policy Support - The Central Economic Work Conference emphasized the continuation of a more proactive fiscal policy in 2026, which is expected to stimulate infrastructure investment and support downstream equipment demand [3]. - The meeting highlighted the need to optimize fiscal expenditure structures and enhance the management of local government special bond usage, which will further boost investment [3]. Group 3: Export Performance - In December 2025, excavator export sales reached 12,764 units, marking a 26.9% year-on-year increase, with total annual excavator exports at 116,739 units, up 16.1% [4]. - The export value of engineering machinery in December 2025 was $6.42 billion, a 27.2% increase year-on-year, while the total export value for the year was $60.17 billion, reflecting a 13.8% growth [4]. - The engineering machinery export market is expected to benefit from increased demand in Southeast Asia, Africa, and the Middle East, despite facing challenges such as U.S.-China tariff uncertainties [4]. Group 4: Electrification Trends - Electric loader sales in December 2025 reached 2,722 units, a significant year-on-year increase of 218.7%, with an electrification rate of 22.2%, up 13.2 percentage points [5]. - For the entire year of 2025, electric loader sales totaled 29,771 units, reflecting a 165.3% year-on-year growth, with an electrification rate of 23.2%, an increase of 12.9 percentage points [5]. - The industry is expected to accelerate its electrification process, which will enhance revenue and profit for major manufacturers [5]. Group 5: Major Projects Impact - The Yaxia Hydropower Project, with a total investment of approximately 1.2 trillion yuan, is anticipated to significantly boost demand for engineering machinery, with equipment demand potentially reaching 120 to 180 billion yuan [8]. - The project is expected to create a strong demand for large excavators, rock tunnel boring machines, cranes, and concrete machinery, further driving the engineering machinery industry [8]. Group 6: Investment Recommendations - Companies such as SANY Heavy Industry, XCMG, Zoomlion, Liugong, Shantui, and China Longgong are recommended for investment, along with component manufacturers like Hengli Hydraulic [9]. - The electrification and internationalization trends are expected to benefit traditional forklift manufacturers that have strong manufacturing and sales capabilities, with recommendations for Anhui Heli and Hangcha Group [9].