格隆汇1月5日丨新集能源(601918.SH)公布，自2025年1月4日起至2026年1月4日期间，中国中煤通过上 海证券交易所系统以集中竞价交易方式增持公司4154.88万股A股股份，占公司总股本比例约为1.61%， 累计增持金额共计人民币274,839,363.10元(不含佣金税费)。截至2026年1月4日，本次增持计划实施期限 已届满，本次增持计划已实施完毕。本次增持后，中国中煤直接持有公司826,840,926股A股股份，占公 司已发行总股本的31.92%。 MACD金叉信号形成，这些股涨势不错！ ...

格隆汇1月5日丨中国交建(601800.SH)公布，截至2025年12月31日，公司通过集中竞价交易方式已回购A 股股份数量为2934.59万股，已回购股份约占公司总股本的0.1803%，回购成交的最高价格为8.98元/股， 回购成交的最低价格为8.47元/股，成交总金额为2.57亿元人民币(不含交易费用)。 MACD金叉信号形成，这些股涨势不错！ ...

凯投宏观分析师在研究报告中指出，委内瑞拉总统马杜罗被罢免可能仅对经济金融产生轻微短期影 响。"市场似乎已从容消化美国干预委内瑞拉的消息，"分析师表示。尽管委内瑞拉动荡可能影响能源价 格，但他们认为股市完全有能力抵御油价波动。对于美国国债而言，石油供应冲击通常不如需求冲击重 要。分析师补充道，委内瑞拉原油产量约占全球供应的1%，即使产量恢复至十年前的辉煌水平，占比 也仅会升至2%左右。 MACD金叉信号形成，这些股涨势不错！ MACD金叉信号形成，这些股涨势不错！ 责任编辑：王许宁 凯投宏观分析师在研究报告中指出，委内瑞拉总统马杜罗被罢免可能仅对经济金融产生轻微短期影 响。"市场似乎已从容消化美国干预委内瑞拉的消息，"分析师表示。尽管委内瑞拉动荡可能影响能源价 格，但他们认为股市完全有能力抵御油价波动。对于美国国债而言，石油供应冲击通常不如需求冲击重 要。分析师补充道，委内瑞拉原油产量约占全球供应的1%，即使产量恢复至十年前的辉煌水平，占比 也仅会升至2%左右。 责任编辑：王许宁 ...

Core Viewpoint - The insurance sector is experiencing a strong upward trend, with significant increases in stock prices and premium income, indicating robust market performance and potential growth opportunities for investors [1][2]. Group 1: Market Performance - The CSI 800 Securities Insurance Index rose by 2.77%, with key stocks such as New China Life Insurance increasing by 7.73%, China Pacific Insurance by 6.92%, and Ping An Insurance by 5.98% [1]. - The insurance sector ETF also saw a rise of 2.76%, closing at 1.49 yuan [1]. - The total premium income for the insurance industry reached 57,629 billion yuan, marking a year-on-year growth of 7.6% for the first eleven months of 2025 [1]. Group 2: Product Trends - Traditional, dividend, and universal insurance rates have decreased to 2.0%, 1.75%, and 1.0% respectively, with the spread between dividend and traditional insurance rates narrowing from 50 basis points to 25 basis points [2]. - Dividend insurance is expected to become a dominant product in the market due to its floating return potential and the high growth in total investment income for listed insurance companies [2]. - The January sales of new policies are anticipated to show strong growth, benefiting from a lower base and the increased number of working days compared to the previous year [2]. Group 3: Index Composition - As of December 31, 2025, the top ten weighted stocks in the CSI 800 Securities Insurance Index accounted for 64.71% of the index, including major players like Ping An Insurance, China Pacific Insurance, and New China Life Insurance [3].

MACD金叉信号形成，这些股涨势不错！ MACD金叉信号形成，这些股涨势不错！ 受人工智能AI相关公司股价上涨和日元走软的提振，日本股市日经225指数在今年首个交易日上涨3%。 周一东证指数上涨2.1%。日元兑美元汇率下跌0.3%，至157.24。 责任编辑：王永生 受人工智能AI相关公司股价上涨和日元走软的提振，日本股市日经225指数在今年首个交易日上涨3%。 周一东证指数上涨2.1%。日元兑美元汇率下跌0.3%，至157.24。 责任编辑：王永生 ...

1月5日，深交所发布《关于深港通下的港股通标的证券名单调整的公告》指出，因纳芯微(02676)在香港市场价格稳定期结束且相应A股上市满10个交易日、 万国黄金集团(02979)结束并行买卖分拆股份，根据《深圳证券交易所深港通业务实施办法》的有关规定，港股通标的证券名单发生调整：调入纳芯微 (02676)、调出万国黄金集团-旧(02979)，相关调整自2026年01月05日起生效。 | 代码 | 简称 | 调整方向 | | --- | --- | --- | | 02676 | 纳芯微 | 调入 | | 02979 | 万国黄金集团一旧 | 调出 | MACD金叉信号形成，这些股涨势不错！ ...

日本股市早盘走高，受芯片和重工业股带动，尽管美国罢免委内瑞拉领导人马杜罗一事带来了能源价格 的不确定性。日经指数上涨2.2%，报51，442.83点。铠侠上涨8.4%，东京电子上涨4.6%，软银集团上涨 3.9%。与此同时，三菱重工业上涨5.7%，川崎重工业上涨4.8%。投资者正在关注日元走势、油价以及 美国治理委内瑞拉计划的任何明朗化迹象。 日本股市早盘走高，受芯片和重工业股带动，尽管美国罢免委内瑞拉领导人马杜罗一事带来了能源价格 的不确定性。日经指数上涨2.2%，报51，442.83点。铠侠上涨8.4%，东京电子上涨4.6%，软银集团上涨 3.9%。与此同时，三菱重工业上涨5.7%，川崎重工业上涨4.8%。投资者正在关注日元走势、油价以及 美国治理委内瑞拉计划的任何明朗化迹象。 责任编辑：王永生 MACD金叉信号形成，这些股涨势不错！ 责任编辑：王永生 MACD金叉信号形成，这些股涨势不错！ ...

Group 1: Company Conflicts and Governance - Dousheng Shoe Industry's founder Wang Hai announced a severance of ties with his son Wang Jun and daughter-in-law Xu Ying, highlighting a power struggle within the family over control of the company [1][7] - The internal conflict has reportedly drained the company's resources for transformation and has cast a shadow over the future of this traditional domestic brand [1][7] - Zong Fuli has resumed her role as the legal representative and manager of Hongsheng Group after a three-year hiatus, consolidating power to strengthen control over the company [2][10] Group 2: Market and Economic Updates - OPEC and non-OPEC oil-producing countries decided to maintain their current production levels for February and March 2026, aiming to stabilize the oil market [3][11][12] - The Chinese yuan has experienced a "weak to strong" trend, with both offshore and onshore rates surpassing the "7" mark by year-end 2025, driven by multiple factors including a weaker dollar and stable economic fundamentals [4][13] - The A-share market is anticipated to potentially see a "New Year opening red" as cyclical sectors may emerge as market leaders amid improving economic recovery expectations [4][14] Group 3: Real Estate Market Trends - The real estate market in key cities showed signs of "partial warming and continued differentiation" during the New Year holiday, with Beijing's new policies beginning to take effect and Shenzhen's second-hand housing transactions increasing by 43% year-on-year [4][15] - The publication "Qiushi" emphasized the need for stable expectations in real estate policies, indicating a shift towards a new phase focused on maintaining stability [5][15] Group 4: Corporate Actions and Clarifications - Yushutech issued a clarification denying involvement in any "green channel" application for its IPO, asserting that its listing process is proceeding normally [1][8] - Fangda Carbon announced the termination of its participation in the restructuring of Shanshan Group due to insufficient due diligence time, stating that this decision would not adversely affect its operations or financial status [5][16]

东吴证券认为：天赐材料预计2025年归母净利润11~16亿元，同比增长127%~230%，业绩超出市场预 期。第四季度电解液出货量同比高增长，预计2026年出货量将超过100万吨，同比增长40%。电解液盈 利能力显著提升，六氟价格的上涨将对盈利产生显著影响。正极板块亏损缩窄，日化业务稳定贡献利 润。公司上调了2025-2027年的归母净利润预测，维持"买入"评级。 分业务来说： 1)电解液业务：2025年第四季度出货量同比高增长，预计2026年出货量将超过100万吨，同比增长 40%。 2)电解液盈利能力：2025年第四季度单吨净利显著提升，六氟价格的上涨将对盈利产生显著影响。 3)正极板块：亏损缩窄，预计2026年出货量20万吨，单吨盈利恢复至0.05-0.1万元。 4)日化业务：2025年第四季度预计贡献0.6亿元利润，预计2026年稳定增长。 （注：本文内容基于朝阳永续AI技术生成，文中相关盈利预测数据均来自朝阳永续盈利预测数据库） 风险提示：本文所示数据或案例仅供参考之用，不能作为未来投资依据。投资股票有风险，市场波动、 公司业绩、政策因素等都可能导致股票价格波动。请您在投资前充分了解相关信息，并根据 ...

潍柴动力(02338)发布公告，截至2025年12月31日，公司通过回购专用证券账户以集中竞价交易方式累 计回购A股股份共计5025.25万股，占公司目前总股本的比例约为0.58%，最高成交价为人民币15.43元/ 股，最低成交价为人民币14.57元/股，支付的总金额为人民币7.61亿元(不含交易费用)，本次回购符合相 关法律法规及公司既定回购股份方案的要求。 MACD金叉信号形成，这些股涨势不错！ ...