Core Viewpoint - The non-ferrous metals sector has shown remarkable performance, leading the annual growth rankings in 2025 and continuing its strong upward trend into 2026, driven by various macroeconomic and industry factors [1][2][7]. Group 1: Market Performance - As of January 6, 2026, multiple futures contracts in the non-ferrous metals market have surged, with lithium carbonate futures hitting a limit-up of 8.99%, closing at 137,940 yuan/ton, more than doubling since mid-2025 [2]. - Major contracts for silver, platinum, and palladium have seen increases of 7.06%, 6.02%, and 5.16% respectively, while industrial metals like copper, tin, and nickel have risen over 4% [4]. - Zijin Mining, a leading company in the sector, saw its stock price rise by 6.5%, pushing its market capitalization past 1 trillion yuan, making it the only non-ferrous company in A-shares to reach this milestone [4]. Group 2: Catalysts for Growth - The strong price increases in non-ferrous metals reflect a significant trend of interconnected price movements, particularly driven by the surge in lithium-related sectors, especially lithium carbonate [8][10]. - The recent rise in lithium prices has been supported by production delays in key lithium mines due to compliance and environmental issues, exacerbating supply constraints in the market [10]. - Silver prices have rebounded sharply due to geopolitical events, leading to increased market demand and a significant rise in trading volumes, with silver futures seeing a total transaction value of 820.88 billion yuan on January 6 [13]. Group 3: Supply and Demand Dynamics - The copper market is experiencing a tight supply situation, influenced by production disruptions at major mines and declining ore grades, which are driving long-term price increases [13]. - Aluminum prices are nearing historical highs due to limited new production capacity and strong demand, with the primary aluminum price rising by 3.29% to 24,335 yuan/ton [14]. - Nickel production quotas have been reduced, which may lead to price rebounds as the market adjusts to lower supply levels [14]. Group 4: Macro and Policy Influences - The current bullish trend in non-ferrous metals is supported by a combination of loose monetary policy, geopolitical tensions, and persistent supply-demand imbalances [23][24]. - Historical data indicates that periods of monetary easing and declining interest rates correlate strongly with price increases in non-ferrous metals, suggesting a favorable environment for continued growth [19][20]. - The ongoing development of new technologies and industries, such as AI and renewable energy, is expected to further drive demand for non-ferrous metals, reinforcing their status as core assets with both cyclical and growth characteristics [21][24].

Group 1 - The core viewpoint of the news highlights a significant rise in technology-related stocks, particularly in commercial aerospace, brain-computer interface concepts, photovoltaic, chips, and semiconductor sectors, with the STAR Market indices showing positive performance [1] - The STAR 50 Index increased by 1.8%, while the STAR 100 Index and STAR Composite Index both rose by 1.5%, and the STAR Growth Index saw a 0.7% increase [1] - According to Wind data, the E Fund STAR 50 ETF (588080) experienced a net inflow of nearly 300 million yuan over two consecutive trading days [1] Group 2 - China Galaxy Securities anticipates that the reform policy expectations will strengthen in the first year of the 14th Five-Year Plan, with factors such as the upward trend of the RMB exchange rate supporting liquidity and boosting market confidence [1] - The report emphasizes the importance of focusing on technology leaders with performance realization capabilities under the logic of profit recovery [1]

来源：厦门创投 每日｜荐读 热文： 谁押中了沐曦股份？ 荐读： 2025募资市场年度观察：一年聊过239家LP的真实感受 荐读： 2025年IPO退出盘点：哪些GP赚钱了？ 热文： 投资人"忙疯了" 2025年12月31日，由福建省、厦门市、全国社会保障基金理事会、中国建设银行共同发起设立的 福建（厦门）社保科创股权投资基金合伙企业（有限合伙）顺利通过中国证券投资基金业协会备 案。此次备案完成标志着全国社会保障基金理事会与福建省、厦门市的战略合作正式落地。 据悉，福建（厦门）社保科创基金首期规模200亿元，采用"上下两层、联合管理"管理架构，紧 密围绕国家重大产业政策导向、福建省"555X"产业集群和厦门"4+4+6"现代化产业体系建设布 局，主要投向人工智能、高端制造、新能源、新材料、生物医药、新一代信息技术等重点领域，引 导撬动更多社会资本，赋能科技创新引领现代化产业体系建设。 ...

李在明表示，昨天我同習近平主席舉行了成功會談，就推動韓中戰略合作伙伴關係發展達成重要共識。 韓中是近鄰和友鄰，韓方高度重視對華關係，願尊重彼此核心利益，密切雙邊對話交往，深化經貿等各 領域互惠合作，與時俱進、合作共贏，爲兩國人民帶來更多福祉。韓方積極鼓勵韓國企業擴大對華合 作，歡迎中國企業赴韓投資興業。韓方願同中方加強多邊溝通協調，共同維護自由貿易，促進地區和國 際和平穩定。 吳政隆參加會見。 1月6日上午，國務院總理李強在北京釣魚臺國賓館會見來華進行國事訪問的韓國總統李在明。 李強表示，當前，在兩國元首戰略引領下，中韓關係呈現新氣象。昨天，習近平主席同總統先生舉行會 談，爲深化發展中韓戰略合作伙伴關係作出戰略指引，注入強勁動力。中方始終將對韓關係置於周邊外 交的重要位置，願同韓方一道堅持睦鄰友好，加強戰略溝通，鞏固政治互信，求同存異、聚同化異，推 動兩國關係沿着正確軌道不斷向前發展，更好惠及兩國人民。 李強指出，中韓互爲重要經貿夥伴，建交30多年來充分發揮經濟互補優勢，取得豐碩合作成果，有力促 進了共同發展。兩國的經濟聯繫緊密，交通運輸高效，產供鏈深度互嵌，應當摒棄零和思維，堅持良性 競合，通過加強合作爲彼 ...

新华社北京1月6日电（记者董雪）1月6日上午，国务院总理李强在北京钓鱼台国宾馆会见来华进行国事 访问的韩国总统李在明。 新华社北京1月6日电（记者董雪）1月6日上午，国务院总理李强在北京钓鱼台国宾馆会见来华进行国事 访问的韩国总统李在明。 李强表示，当前，在两国元首战略引领下，中韩关系呈现新气象。昨天，习近平主席同总统先生举行会 谈，为深化发展中韩战略合作伙伴关系作出战略指引，注入强劲动力。中方始终将对韩关系置于周边外 交的重要位置，愿同韩方一道坚持睦邻友好，加强战略沟通，巩固政治互信，求同存异、聚同化异，推 动两国关系沿着正确轨道不断向前发展，更好惠及两国人民。 李强指出，中韩互为重要经贸伙伴，建交30多年来充分发挥经济互补优势，取得丰硕合作成果，有力促 进了共同发展。两国的经济联系紧密，交通运输高效，产供链深度互嵌，应当摒弃零和思维，坚持良性 竞合，通过加强合作为彼此发展提供更多确定性。中方愿同韩方加强市场开放联通，积极推进高端制 造、人工智能、新能源等新兴领域合作，深化产业融合对接，携手培育新的发展动能。中方欢迎韩国企 业扩大对华投资，希望韩方为中国企业赴韩投资提供便利。中韩应当一道坚持多边主义、自由贸 ...

Investment Rating - The investment rating for the company is "Outperform the Market" (maintained) [2][16]. Core Views - The adjustment of water prices in Zhongshan is expected to enhance the company's performance, with the new pricing mechanism set to take effect on February 1, 2026, leading to an estimated increase in comprehensive water prices by 23%-26% [4][5]. - The company has an indirect stake in Changxin Technology, which has received approval for its IPO on the Sci-Tech Innovation Board, potentially enhancing the company's intrinsic value [7][11]. Summary by Relevant Sections Water Price Adjustment - The new water pricing mechanism in Zhongshan will increase the comprehensive water price from 1.73 RMB per cubic meter to approximately 2.14-2.18 RMB per cubic meter, representing a 23%-26% increase [5][6]. - Specific adjustments include residential water prices in the public water service area rising to 1.88 RMB per cubic meter and non-residential water prices to 2.45 RMB per cubic meter [5][6]. Financial Performance - For the first three quarters of 2025, the company reported a net profit attributable to shareholders of 12.11 billion RMB, a year-on-year increase of 18.11%, with a significant growth in investment income driven by Guangfa Securities [12][13]. - The company’s net profit forecast for 2025-2027 has been slightly adjusted upwards, with expected figures of 15.18 billion RMB, 16.86 billion RMB, and 18.47 billion RMB, reflecting year-on-year growth rates of 27%, 11%, and 10% respectively [16]. Investment in Changxin Technology - The company holds an indirect stake of approximately 0.02% in Changxin Technology through its investment fund, which is expected to support the company's intrinsic value as Changxin Technology aims to raise 29.5 billion RMB in its IPO [7][11].

证券代码:002541 证券简称:鸿路钢构 公告编号:2026-003 债券代码:128134 债券简称:鸿路转债 安徽鸿路钢结构（集团）股份有限公司 以上数据为阶段性数据，仅供投资者参考，最终数据以定期报告披露数据为准。 请广大投资者理性投资，注意投资风险。 特此公告。 | 项 目 名 称 | 合同金额 | 加工量 | 合同类型 | 备注 | | --- | --- | --- | --- | --- | | | （亿元） | （吨） | | | | ***时代高性能锂电池基地建设项目 | 1.17 | 24,010 | 包工包料 | | | ***新航成都项目二期 | 0.51 | 10,945 | 包工包料 | | | ***大学合作大厦项目 | 0.61 | 12,078 | 包工包料 | | | ***造船有限公司新建管系制作中心项目 | 0.98 | 18,852 | 包工包料 | | | ***新质智造产业园电芯生产基地项目 | 0.93 | 20,170 | 包工包料 | | | ***智能终端制造基地 WK14-4 地块项目 | 0.52 | 10,470 | 包工包料 | | | ***时 ...

有效需求持续扩大成为发展亮点。持续开展"四比四提"行动，304个省重点建设项目、2372个中央投资项目累计完 成投资超5300亿元，宁电入湘等重大项目建成投运，长赣高铁、宜常高铁等开工建设；民间投资活力迸发，全年 推介900个项目吸引民间资本，总投资达3453亿元，民间投资占比保持全国前列，全国促进民营经济发展壮大现场 会在长沙成功举办；消费潜力加速释放，"1+7"促消费政策体系成效显著，消费品以旧换新政策带动销售超912亿 元。 "三个高地"建设纵深推进。统筹抓好标志性工程建设，明确83项具体目标和213个重大项目，标志性工程重大项目 完成年度投资1418亿元，投资计划完成率达103.3%；促进科技创新和产业创新深度融合，制定出台"人工智能 +"行动、氢能产业发展三年行动等方案，实施重点产业倍增计划，牵头推进新能源、航空航天及北斗、磁悬浮三 条产业链；改革开放持续深化，长株潭要素市场化配置综合改革试点获国务院批复，4市进入全国信用监测排名优 秀序列，长沙获批中欧班列全国集结中心、空港型国家物流枢纽，常德、永州获批国家物流枢纽承载城市。 区域协调与民生保障同步提升。长株潭一体化"十项改革、十大项目"顺利推进， ...

转自：证券时报 人民财讯1月6日电，企查查APP显示，近日，森士浙宏（杭州）新能源有限公司成立，法定代表人为陶 建，经营范围包含：集成电路设计；电池零配件销售；电池销售；半导体器件专用设备销售；电子专用 材料研发等。企查查股权穿透显示，该公司由森特股份全资持股。 ...

为更好地推动科技金融与科技产业化的发展，对母基金在中国资本市场里所发挥的重要作用进 行系统研究，发挥政府出资产业投资基金等的资源和战略优势，加强政府对社会资本的管理和 引导，促进社会资本流向创新创业型企业和实体经济，推动中国投资行业特别是母基金行业的 健康发展， "中国国际科技促进会母基金分会"（简称"科促会母基金分会"）成立。科促会母基 金分会领导班子所在机构及参会机构共8 7 家，科促会母基金分会于每周二更新相关机构的一 周资讯。 【内容提要】 1 . 2 0 0亿，这个省社保科创基金正式启航 01 200亿，这个省社保科创基金正式启航 1 2月3 1日 由福建省、厦门市、全国社会保障基金理事会、中国建设银行共同发起设立的 福建 （厦门）社保科创股权投资基金合伙企业（有限合伙） 顺利通过 中国证券投资基金业协会备 案。 此次备案完成，标志着全国社会保障基金理事会与福建省、厦门市的战略合作正式落地。 在基 金筹备过程中，在市财政局的支持下，在金圆集团的带领下，厦门产投和厦门创投积极对接， 与全国社会保障基金理事会、建银投资、省市两级相关主体等合作方高效协同、紧密配合，在 一个月内高效推进完成了基金战略签约、 ...