Market Performance - The A-share market showed strong overall performance in 2025, with major indices all closing higher. The ChiNext Index led with a 49.57% increase, followed by the Shenzhen Component Index at 29.87%, the Shanghai Composite Index at 18.41%, and the CSI 300 Index at 17.66% [2] - The STAR 200 Index surged by 59.31%, and the ChiNext 50 Index rose by 57.45% [2] - The Hong Kong stock market also performed well, with the Hang Seng Index rising by 27.77%, marking its largest annual increase since 2017. The Hang Seng Tech Index increased by 23.45%, and the Hang Seng China Enterprises Index rose by 22.27% [2] - In contrast, the bond market faced challenges, with the 10-year government bond yield rising above 1.9%, ending a two-year bull market [2] Mixed Public Fund Performance - As of December 31, 2025, there were 895 mixed public funds in existence, with an average net value growth rate of 4.52% for the year [3] - Over 70% of the products had a net value growth rate between 1% and 5%. Twelve products exceeded a 20% growth rate, while 38 products had growth rates between 10% and 20%. Two products experienced negative growth [3] - Ningyin Wealth Management and Huihua Wealth Management led in average returns, both exceeding 10% for the year [3] - The top ten performing products came from six different wealth management companies, with Ningyin Wealth Management having four products on the list [3] Product Analysis - The "Fuli Xingyi Intelligent Quantitative Index Growth 3-Month Minimum Holding Period No. 1 Mixed Wealth Management Product A" from Xingyin Wealth Management is classified as a medium-high risk product, with 43.06% in equity holdings and 53.21% in cash and bank deposits as of Q3 2025 [4] - The product is expected to focus on high-grade credit bonds and technology growth sectors in the equity market [4] - The "CITIC Wealth Management Zhi Rui Win Progress No. 1 Net Value Type RMB Wealth Management Product" from Xinyin Wealth Management is also a medium-high risk product, with 47.73% of its investments in public funds and 25.78% in equity investments as of Q3 2025 [4] - This product includes gold stock ETFs in its top ten assets, which may benefit from a strong performance in the gold sector [4]

证券代码：002616 证券简称：长青集团 广东长青（集团）股份有限公司投资者关系活动记录表 编号：2026-0115 投资者关系 活动类别 特定对象调研 □分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 现场参观 □其他 参与单位 名称 中信证券 周霆瑄 时间 2026 年 1 月 15 日下午 地点 广东长青集团总部 上市公司接 待人员姓名 副总裁、董事会秘书：何骏 先生 证券事务代表：苏慧仪 女士 投资者关系 活动主要内 容介绍 一、参观展厅：向参与现场调研的投资者介绍了公司的历史 沿革和业务概况，投资者还通过数字大屏观看了全国各地项目的 实况。 二、互动交流：在信息披露规定允许的范围内，就投资者关 心的问题进行了回答（同类问题已作汇总整理，近期已回复问题 不再重复），主要内容如下： 1. 国家可再生能源补贴到期后，生物质项目的盈利能力会否 下滑？公司有无应对措施？项目未来的收入结构，除了发电供热 外，是否还有其他收入来源？ 公司已建成的生物质能项目中，除了早期投产的三个项目， 其余均按热电联产模式进行选址、建设、运营，并逐步发展到以 供热收入为主。其下游供热客户主要为食品加工、 ...

近期，印度新能源产业遭遇了一场滑铁卢。印度最大民营企业之一的信实工业，斥资近百亿美元打造锂电池超级工厂的计划，终因技术壁垒被迫搁置。与此 形成鲜明对比的是，宝莱坞新片《120勇士》同期上映，影片极力渲染历史胜利的叙事，却难掩现实中的产业失落。 印度政府曾对新能源产业寄予厚望，推出一系列外资吸引政策，力图实现"自力更生印度"的愿景。这一雄心并非空穴来风——作为世界第二人口大国，该国 正面临日益严峻的环境与经济双重挑战。当前，印度电动车市场渗透率仅约3%，极低的普及度凸显了电动化转型的滞后，而这一切的根源，正是本土电池 产业链的残缺与对进口产品的过度依赖。 中国新能源产业的崛起，源于数十年的持续投入与技术积累，如今已形成完善的锂电池产业链，兼具技术优势与市场应用规模。反观印度，若想在新能源这 一未来核心产业中占据一席之地，首要任务是正视自身的技术与产业链短板。 若印度真想在2070年前实现碳中和目标，就必须承认当前科技与经济实力的巨大差距。面对冷酷现实，口号与虚构故事无法推动社会进步。技术突破需要长 期的时间与资金投入，企业需理性制定长期产业规划，而非寄望于短期技术引进实现逆转。 总而言之，印度的新能源梦，不仅需 ...

风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 1月16日，美利信涨5.27%，截至发稿，报35.96元/股，成交3.22亿元，换手率8.50%，总市值75.73亿 元。 鹏华碳中和主题混合A（016530）成立日期2023年5月5日，最新规模28.3亿。今年以来收益0.57%，同 类排名7940/8847；近一年收益65.98%，同类排名1005/8094；成立以来收益108.17%。 鹏华碳中和主题混合A（016530）基金经理为闫思倩。 截至发稿，闫思倩累计任职时间8年94天，现任基金资产总规模188.18亿元，任职期间最佳基金回报 306.25%， 任职期间最差基金回报5.15%。 资料显示，重庆美利信科技股份有限公司位于重庆市巴南区天安路1号附1号,附2号，成立日期2001年5 月14日，上市日期2023年4月24日，公司主营业务涉及通信领域和汽车领域铝合金精密压铸件的研发、 生产和销售。主营业务收入构成为：汽车类零部件64.79%，通信类结 ...

1月16日，福莱特盘中上涨2.04%，截至13:49，报16.48元/股，成交2.57亿元，换手率0.83%，总市值 386.11亿元。 福莱特所属申万行业为：电力设备-光伏设备-光伏辅材。所属概念板块包括：碳中和、特种玻璃、H 股、一带一路、融资融券等。 截至9月30日，福莱特股东户数6.83万，较上期减少3.88%；人均流通股0股，较上期增加0.00%。2025年 1月-9月，福莱特实现营业收入124.64亿元，同比减少14.66%；归母净利润6.38亿元，同比减少50.79%。 分红方面，福莱特A股上市后累计派现28.33亿元。近三年，累计派现17.50亿元。 资金流向方面，主力资金净流入1899.28万元，特大单买入1523.87万元，占比5.94%，卖出530.44万元， 占比2.07%；大单买入5044.57万元，占比19.66%，卖出4138.73万元，占比16.13%。 福莱特今年以来股价涨5.17%，近5个交易日涨1.85%，近20日涨6.94%，近60日涨1.98%。 资料显示，福莱特玻璃集团股份有限公司位于浙江省嘉兴市秀洲区运河路1999号，成立日期1998年6月 24日，上市日期201 ...

截至发稿，张媛累计任职时间7年361天，现任基金资产总规模6.94亿元，任职期间最佳基金回报 223.03%， 任职期间最差基金回报-1.54%。 党晶累计任职时间58天，现任基金资产总规模3006万元，任职期间最佳基金回报15.18%， 任职期间最 差基金回报15.11%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，英大基金旗下1只基金重仓华虹公司。英大碳中和混合A（015724）三季度持有股数8903 股，占基金净值比例为3.39%，位居第四大重仓股。根据测算，今日浮盈赚取约5.94万元。 英大碳中和混合A（015724）成立日期2023年1月16日，最新规模2493.39万。今年以来收益6.2%，同类 排名2755/8847；近一年收益62.62%，同类排名1196/8094；成立以来收益32.54%。 英大碳中和混合A（015724）基金经理为张媛、党晶。 1月16日，华虹公司涨5.09%，截至发稿，报137.67元/股，成交29.89亿元，换手率 ...

Group 1 - The core viewpoint of the news is that Shanghai Petrochemical's stock has experienced fluctuations, with a recent decline of 2.08% and a total market value of 29.836 billion yuan [1] - As of January 16, the stock price is reported at 2.83 yuan per share, with a trading volume of 70.2272 million yuan and a turnover rate of 0.33% [1] - The company has seen a year-to-date stock price increase of 1.80%, but a decline of 2.75% over the last five trading days [1] Group 2 - Shanghai Petrochemical's main business includes crude oil processing, production of oil products, chemical products, and various other petrochemical products, with revenue composition being 67.95% from refining products, 21.60% from chemical products, and 9.77% from petrochemical product trading [1] - The company is classified under the oil and petrochemical industry, specifically in refining and trading, and is associated with concepts such as oil and gas reform and carbon neutrality [2] - For the period from January to September 2025, Shanghai Petrochemical reported operating revenue of 58.886 billion yuan, a year-on-year decrease of 10.77%, and a net profit attributable to shareholders of -0.432 billion yuan, a significant decline of 1349.41% [2] Group 3 - Since its A-share listing, Shanghai Petrochemical has distributed a total of 23.903 billion yuan in dividends, with 2.11 million yuan distributed in the last three years [3] - As of September 30, 2025, the number of shareholders has increased to 91,800, with the average circulating shares per person remaining at zero [2][3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 84.9738 million shares, an increase of 13.0582 million shares from the previous period [3]

资料显示，浙江新中港热电股份有限公司位于浙江省嵊州市剡湖街道罗东路28号，成立日期1997年10月 17日，上市日期2021年7月7日，公司主营业务涉及采用热电联产的方式进行热力产品和电力产品的生产 及供应。主营业务收入构成为：热电联产95.17%，储能电力4.73%，其他0.10%。 新中港所属申万行业为：公用事业-电力-热力服务。所属概念板块包括：小盘、碳中和、储能、QFII持 股、增持回购等。 截至9月30日，新中港股东户数2.29万，较上期增加12.16%；人均流通股17497股，较上期减少10.83%。 2025年1月-9月，新中港实现营业收入5.29亿元，同比减少18.48%；归母净利润9183.45万元，同比增长 2.51%。 分红方面，新中港A股上市后累计派现3.44亿元。近三年，累计派现2.04亿元。 来源：新浪证券-红岸工作室 1月16日，新中港盘中下跌2.01%，截至10:26，报9.26元/股，成交5238.29万元，换手率1.39%，总市值 37.09亿元。 资金流向方面，主力资金净流出759.94万元，特大单买入241.48万元，占比4.61%，卖出1229.63万元， 占比23. ...

2026 年 1 月 16 日 晨会速递 分析师点评 市场数据 总量研究 【宏观】结构性降息影响几何？——2025 年 12 月金融数据&国新办会议点评 12 月金融数据平稳收官：企业信贷增长加快是一大亮点，但考虑春节错位因素，持 续性值得关注；人民币升值推动居民结汇，居民存款大幅增长；股市持续活跃仍将提 振 M2 增速。货币政策结构性降息以及扩大并优化结构性工具的使用，更有利于提振 风险偏好，短期内股强债弱的格局将持续。风险提示:财政刺激政策落地不及预期； 流动性投放有缺口导致资金面出现波动。 【宏观】消费反弹，美国一季度经济继续偏强——2025 年 11 月美国零售数据点评 考虑到关税政策与政府停摆扰动影响收敛，叠加 11 月是传统消费旺季，美国消费数 据回升在"意料之中"，11 月零售环比增速录得+0.6%，高于预期。展望看，基数效 应下，如果 2026 年一季度政府可以顺利完成运转，则在政府预算集中支出和税收返 还的影响下，2026 年一季度美国各项经济数据或显著上行，短期内进一步降息必要 性不强，待新一届美联储主席上任后，降息节奏或有所加快。 行业研究 【电新】渠道与场景加持，光伏组件企业大举进入储 ...

Core Viewpoint - Hangzhou Gaote Electronics Co., Ltd. has applied for the "registration submitted" status for its IPO on the Shenzhen Stock Exchange's ChiNext board, aiming to raise 850 million yuan [1] Group 1: Company Overview - Gaote Electronics is a national high-tech enterprise and a specialized "little giant" company driven by technological innovation, providing new energy storage battery management system (BMS) products [1] - The company has maintained a leading position in the shipment volume of large-scale storage BMS products for three consecutive years and aims to become a global leader in safety and value enhancement solutions for new energy storage systems [1][2] Group 2: Product and Market Position - The company's BMS products are widely used in large high-voltage energy storage power stations, commercial and residential storage, data centers, communication bases, rail transit, and electric vehicles [1][2] - Gaote Electronics ranks first in the 2023 China New Energy Storage BMS Companies Top 10 list according to the CESA's 2024 white paper [2] Group 3: Financial Performance - The company reported revenues of approximately 346 million yuan, 779 million yuan, 919 million yuan, and 507 million yuan for the years 2022, 2023, 2024, and the first half of 2025, respectively [3] - Net profits for the same periods were approximately 53.75 million yuan, 88.23 million yuan, 98.42 million yuan, and 51.42 million yuan [3] Group 4: Financial Metrics - As of June 30, 2025, total assets are reported at approximately 137.40 million yuan, with equity attributable to shareholders at about 85.16 million yuan [4] - The company's asset-liability ratio is 38.02% as of June 30, 2025, showing an increase from 28.89% in 2023 [4]