1、今年降准降息还有一定空间，潘功胜最新发声 重要程度：★★★★★ 中国人民银行行长潘功胜接受采访表示，2026年，中国人民银行将继续实施好适度宽松的货币政策，灵活高效运用降准降息等多种货币政策工具，保持流动 性充裕，使社会融资规模、货币供应量增长同经济增长、价格总水平预期目标相匹配。今年降准降息还有一定的空间。人民银行还将做好利率政策执行和监 督，促进社会综合融资成本低位运行。 2、传闻阿里芯片子公司平头哥拟IPO 概念股一览 重要程度：★★★★ 1月22日，据报道，阿里正准备将旗下芯片公司平头哥上市，以迎合投资者对人工智能加速器这一热门领域的浓厚兴趣。不过，阿里方面对此消息未作评 论。 A股市场上同时具备阿里概念和芯片概念的个股，或将受益于阿里平头哥独立上市的传闻。部分个股成长性值得期待，据ifind数据，南方精工、佰维存储、 华正新材等股2025年净利预计增速均超100%。 | | | 选出股票数:1116 + 加自选 | | 添加指标到表格： | | | --- | --- | --- | --- | --- | --- | | 0 | 序号 | 股票简称 | 现价(元) | 涨跌幅(%) | 预告净 ...

Market Overview - The Shanghai and Shenzhen 300 Index increased by 0.57%, the Utilities Index rose by 0.06%, and the Environmental Index grew by 0.27%, with relative weekly returns of 0.63% and 0.84% respectively [2] - Among the 31 primary industry sectors classified by Shenwan, the Utilities and Environmental sectors ranked 13th and 11th in terms of growth [2] Power Sector Performance - In the power sector, thermal power increased by 0.35%, while hydropower decreased by 1.76%, and renewable energy generation rose by 1.61% [2] - The water sector saw a decline of 0.28%, and the gas sector fell by 1.17% [2] Important Events - Shanxi Province announced a bidding mechanism for new energy projects for 2026, with a total bidding scale of 95.76 billion kWh, including 35.27 billion kWh for wind power and 60.49 billion kWh for solar power [3] - The bidding price range is set between 0.2 and 0.32 yuan/kWh, with a bidding capacity sufficient rate of 120% for both wind and solar [3] Water Pricing Trends - Water prices in China have remained low due to complex adjustment procedures, but over 26 cities are expected to raise water prices by 2025 due to increasing cost pressures on water supply companies [4] - The adjustment will likely affect residential, non-residential, and special industry water pricing simultaneously [4] Investment Strategies - In the utilities sector, coal and electricity prices are declining, which may help maintain reasonable profitability for thermal power companies, with recommendations for Huadian International and Shanghai Electric [5] - Continuous government support for renewable energy is expected to stabilize profitability in this sector, with recommendations for leading companies like Longyuan Power and Three Gorges Energy [5] - Nuclear power companies are anticipated to maintain stable profitability, with recommendations for China Nuclear Power and China General Nuclear Power [5] - High-dividend hydropower stocks are highlighted for their defensive attributes in a global interest rate decline environment, recommending Yangtze Power [5] - The gas sector is advised to focus on companies with capabilities in marine gas trading, such as Jiufeng Energy [5] Environmental Sector Insights - The water and waste incineration industries are entering a mature phase, with significant improvements in free cash flow, suggesting investment opportunities in the environmental sector [6] - The domestic scientific instrument market, exceeding $90 billion, presents substantial opportunities for domestic replacements, recommending companies like Juguang Technology and Wanyi Technology [6] - The EU's SAF blending policy is expected to increase demand for raw materials, benefiting the domestic waste oil recycling industry, with recommendations for Shangaohuaneng [6]

| 连板反投 12.29 | | 截至收盘斩获连板个股 | | --- | --- | --- | | 股票名称 | 连板大数 | 所属概念 | | 胜通能源 | 12 | 燃气 | | 嘉美包装 | 9 | 包装 | | 神剑股份 | 8 | 商业航天 | | *ST建艺 | 6 | 建筑装饰 | | 锋龙股份 | 4 | 机器人 | | 中国卫星 | 4 | 商业航天 | | 鲁信创投 | 4 | 多元金融 | | 大业股份 | 4 | 商业航天 | | *ST轼昌 | 3 | 商业航天 | | 天奇股份 | 3 | 人形机器人 | | 泰尔股份 | 3 | 商业航天 | | 扬子新材 | 3 | 建筑 | | *ST正平 | 3 | 基建 | | 航天发展 | 2 | 商业航天 | | 珠海中富 | 2 | 包装 | | 中超控股 | 2 | 商业航天 | | 德力股份 | 2 | 日用玻璃 | | 恒大高新 | 2 | 航空航天 | 商业航天板块神剑股份8连板、中国卫星4连板。一图速览今日连板股>> 12月29日，Wind数据显示，A股市场共计90只个股涨停。其中燃气股胜通能源收获12连板，商业航天板 ...

Group 1 - The core focus of the news is on the performance of stocks in the A-share market, highlighting significant gains in specific sectors, particularly gas and commercial aerospace [1] - Shengtong Energy achieved an impressive 11 consecutive trading limit-ups, indicating strong investor interest and confidence in the gas sector [1] - Other notable stocks include Jianjian Co., which recorded 7 consecutive limit-ups in the commercial aerospace sector, and Jiuding New Materials with 4 consecutive limit-ups, also in commercial aerospace [1] Group 2 - A total of 92 stocks reached their daily limit-up on December 26, showcasing a broad market enthusiasm [1] - The list of stocks with consecutive limit-ups includes various sectors, such as packaging, logistics, and construction, indicating diverse investment opportunities [2] - The performance of stocks like *ST Yushun and *ST Jianyi, both with 5 consecutive limit-ups, reflects ongoing interest in panel and construction decoration sectors [1][2]

Group 1 - The core focus of the news is on the performance of stocks in the A-share market, highlighting the significant number of stocks that have reached their daily limit up, particularly in the packaging and commercial aerospace sectors [1][2] - A total of 96 stocks in the A-share market hit the daily limit up on December 25, indicating strong market activity and investor interest [1] - Notable stocks include Jiamei Packaging with 7 consecutive limit ups and Hexing Packaging with 4 consecutive limit ups, showcasing the packaging sector's robust performance [1] Group 2 - In the commercial aerospace sector, Shenjian Co. achieved 6 consecutive limit ups, while Chuangyuan Technology recorded 4 consecutive limit ups, reflecting strong investor sentiment in this industry [1] - Other stocks with notable consecutive limit ups include Shengtong Energy with 10 days, indicating a strong upward trend in the gas sector [1] - The data also lists various other stocks with consecutive limit ups across different sectors, including electronic components, photovoltaic, construction, and transportation, indicating a broad market rally [1][2]

Market Overview - The market experienced fluctuations throughout the day, with the Shanghai Composite Index falling nearly 1% and the ChiNext Index declining nearly 3% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.96 trillion yuan, a decrease of 839 billion yuan compared to the previous trading day [1] - Over 3,300 stocks in the market saw declines, indicating a broad market downturn [1] Sector Performance - The lithium battery sector continued its strong performance, with companies like Furui Co., Ltd. achieving a seven-day consecutive rise and Shida Shenghua achieving a three-day consecutive rise [1] - The Fujian sector showed resilience, with stocks such as Pingtan Development and Haixia Environmental Protection hitting the daily limit [1] - The gas sector also performed well, with Shouhua Gas reaching a 20% limit up [1] - Flu-related stocks were active, with Jindike achieving three rises in five days and Zhongsheng Pharmaceutical achieving two rises in three days [1] - The Hainan sector was notably active, with Hainan Mining hitting the daily limit [1] Declining Sectors - The computing power hardware sector experienced a collective pullback, with the storage chip concept suffering significant losses, particularly Bawei Storage, which fell over 10% [1] - The CPO concept faced fluctuations, with the three major players in optical modules showing weakness [1] - Overall, sectors such as Hainan, gas, pharmaceuticals, and Fujian saw gains, while storage chips and CPO sectors faced declines [1]

Core Viewpoint - The market showed positive performance this week, with the CSI 300 index rising by 0.82%, the utilities index increasing by 2.42%, and the environmental index up by 2.71% [2] Market Review - The utilities and environmental sectors ranked 9th and 7th respectively among the 31 primary industry classifications by Shenwan [2] - Within the electricity sector, thermal power rose by 2.09%, hydropower increased by 2.00%, and new energy generation grew by 3.08% [2] - The water sector saw a rise of 1.05%, while the gas sector increased by 1.23% [2] Important Events - The State Council, led by Premier Li Qiang, announced the "Ecological Environment Monitoring Regulations," effective from January 1, 2026, aimed at enhancing the ecological environment monitoring system [2] Fund Holdings Analysis - As of Q3 2025, the utilities and environmental sectors experienced a reduction in fund holdings, with 122 stocks held, down by 4 from Q2 [3] - The total market value of holdings in these sectors was 49.695 billion, a decrease of 29.64% from the previous quarter [3] - The proportion of holdings in these sectors relative to total fund equity investments fell by 0.43 percentage points to 0.55% [3] Investment Strategy - In the utilities sector, recommendations include major thermal power companies like Huadian International and Shanghai Electric due to stable profitability [4] - Continued government support for new energy development suggests a gradual stabilization in profitability for leading new energy firms such as Longyuan Power and Three Gorges Energy [4] - Nuclear power companies like China National Nuclear Power and China General Nuclear Power are expected to maintain stable earnings [4] - High-dividend hydropower stocks are highlighted for their defensive attributes, with recommendations for leading firms like Yangtze Power [4] - In the environmental sector, opportunities in water and waste incineration industries are noted, with recommendations for firms like China Everbright Environment [5] - The domestic waste oil recycling industry is expected to benefit from the EU's SAF blending policy, with recommendations for firms like Shanggou Environmental Energy [5]

Market Overview - The three major A-share indices collectively adjusted today, with the Shanghai Composite Index down 0.38%, the Shenzhen Component Index down 0.52%, and the ChiNext Index down 0.74% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets was 12,680 billion yuan, a decrease of 1,864 billion yuan compared to the previous day [1] - Over 2,900 stocks in the market experienced an increase [1] Sector Performance - The sectors with the highest gains included cultivated diamonds, photovoltaic equipment, battery chemicals, gas, pharmaceutical commerce, and non-ferrous metals [1] - The sectors with the largest declines included coal mining and processing, insurance, liquor, AI corpus, computing power hardware, and securities [1] ETF Performance - In the ETF market, Hong Kong automotive ETFs showed strong performance, with gains of 2.38%, 2.35%, and 2.26% for Guangfa Fund, ICBC Credit Suisse Fund, and Huatai-PineBridge Fund respectively [1] - The new energy sector also performed well, with Penghua Fund's Science and Technology New Energy ETF rising by 1.94% [1] - Gold prices continued to rise, with Tianhong Fund's Shanghai Gold ETF increasing by 1.86% [1] - The coal sector saw significant declines, with the coal ETF down 2.56% [1] - The AI hardware sector weakened, with both the communication ETF and communication equipment ETF falling by 2% [1] - Consumer electronics concept stocks weakened, with the consumer electronics ETF down 1.63% [1]

Group 1 - The core viewpoint highlights the increasing demand for gas turbines driven by AI infrastructure and power energy needs, with potential market growth in the hundreds of billions of dollars [1] - Domestic gas turbine suppliers are strategically positioning themselves to support leading overseas gas turbine OEMs, accelerating their international expansion [1] - Triangle Defense, a component of the National Defense ETF, announced a development agreement with Siemens Energy, which includes specific qualifications for supplying certain items and a framework order agreement for product delivery [1] Group 2 - The National Defense ETF closely tracks the CSI National Defense Index, which includes listed companies under the top ten military industrial groups and those involved in supplying weaponry to the armed forces [2] - As of October 31, 2025, the top ten weighted stocks in the CSI National Defense Index account for 44.41% of the index, with significant players including AVIC Shenyang Aircraft Corporation and Aero Engine Corporation of China [2] - The National Defense ETF has the lowest management and custody fees among its peers at 0.40%, making it unique in its category [2]

Group 1: Macroeconomic News - The price of 92-octane gasoline may return to the 6 yuan era, marking a four-year low, with a projected decrease of 320 yuan/ton, translating to a drop of 0.24 to 0.27 yuan per liter [2] - The current average price of 92-octane gasoline is 7.04 yuan/liter, expected to fall to a range of 6.77 to 6.80 yuan/liter after the adjustment [2] Group 2: Satellite and Space Technology - The first "Xiong'an-made" satellite, "Xiong'an No. 1," has completed production, marking a significant milestone in the intelligent manufacturing capabilities of the aerospace industry in Xiong'an New Area [2] - The satellite focuses on three key technological innovations: high-performance onboard computers, large flexible solar wings, and a new generation of Hall electric propulsion systems [2] Group 3: Pharmaceutical Industry - The first AI-assisted new drug MTS-004 has successfully completed Phase III clinical trials, becoming the first of its kind in China [3] - MTS-004 is designed for treating Pseudobulbar Affect (PBA) and addresses common swallowing difficulties with an orally disintegrating tablet formulation [3] Group 4: Technology and Innovation - Guangzhou has introduced a systematic action plan to accelerate the development of future industries, focusing on a dynamic development system that includes six core industries and multiple potential tracks [5] - The plan emphasizes continuous monitoring, technology sourcing, scenario-driven development, and collaborative governance to foster innovation [5] Group 5: Market Movements - The Hang Seng Technology Index fell by 2.12%, with major tech stocks experiencing declines, including NetEase down over 5% and Baidu and Alibaba down nearly 3% [5] - International spot gold prices saw a significant drop, with a one-day decline exceeding 6%, marking the largest drop in 12 years [5][6] Group 6: Corporate Developments - Cambrian Technology saw a surge of over 7%, with its market capitalization returning above 600 billion yuan, driven by positive sentiment in the computing chip sector [7] - Huawei announced the release of HarmonyOS 6, with over 23 million terminal devices now using HarmonyOS, highlighting significant user engagement and ecosystem development [8] - Yushun Technology received a patent for a robot joint control method based on motion capture technology, enhancing human-robot interaction capabilities [8] Group 7: Apple Inc. Developments - Apple's large foldable iPad project faces engineering challenges, potentially delaying its launch to 2029 or later due to issues with weight, functionality, and display technology [9]