看多中国股市的高盛1月7日再次发布研究报告，预测2026年MSCI中国指数和沪深300指数将分别上涨 20%和12%，慢牛行情继续。高盛在研究报告中写道："2026年中国股市上涨预计将完全由盈利驱 动。"在人工智能、走出去战略和反内卷政策的支撑下，高盛预计中国上市公司利润增速将从2025年的 4%提升至2026年和2027年的14%。基于对后市的乐观预期，高盛给出了维持A股和H股的增持投资评 级。 01 资金预期：流入大于流出 高盛预测，2026年流入中国股市的资金会大于流出，主要基于以下5方面： 1、2026年，南向资金净买入额预计将达2000亿美元，再创历史新高 02 政策预期：好消息偏多 货币政策：通过适度降准降息(包括房贷利率)进一步宽松货币环境，尽管人民币兑美元可能面临升值压 力(高盛预测2026年底美元兑人民币汇率为6.85)。 财政政策：2025年赤字支出未达经济学家预期，但今年有望回升(高盛预测广义财政赤字率从2025年的 11%升至2026年的12.2%)，以助力房地产去库存、基础设施和社会领域投资，以及消费刺激计划。 民营经济监管：高盛专有民营经济监管代理指标显示，2026年对民营经济的监 ...

近日，南京红太阳股份与安哥拉AGROVIDA ABC在安哥拉正式签署战略合作协议，双方将合作建立生产 基地，共同拓展非洲农业市场。 合作签约仪式受到安哥拉政府高度重视。安哥拉投资促进局、农业部、工商部等部委代表出席并与红太 阳团队深入交流。投资促进局执行董事Jeronimo Nunda Pongolola承诺，将在优惠政策上全力支持项目快 速落地。农业部长Isaac Francisco Maria dos Anjos对中国企业投资建厂表示赞许，强调安哥拉急需农药工 厂满足农资需求，并对红太阳36年行业经验充满信心，希望其将优质、环保、安全的绿色农药尽快推向 市场。工商部长Rui Miguêns de Oliveira高度评价此次合作，称红太阳股份不仅是助力安哥拉经济发展的 关键举措，更是中安两国友谊的生动体现，工商部将全力做好相关服务与审批工作。 与安哥拉投资促 进局合影 当前，非洲农业面临基础设施薄弱、技术不足、农资短缺等发展瓶颈，同时全球农化行业正朝着绿色 化、高效化与本地化转型。红太阳股份作为国内农药行业领军企业，积极响应"走出去"战略，此次合作 正是其布局海外、服务农业全球化的关键一步。 安哥拉农业部 ...

投资者关系活动记录表 证券代码:301368 证券简称：丰立智能 浙江丰立智能科技股份有限公司 2 | | 1、德国子公司，设立在斯图加特地区，在博世新厂区附 | | --- | --- | | | 近区域设立子公司，依托博世在欧州的影响力便于获取更 | | | 多客户的订单，开拓家居智能、新能源汽车、机器人等相 | | | 关领域的产品的订单。开展博世汽车、E-Bike 以及物联网 | | | 互通相关领域的订单。 | | | 2、越南子公司，位于越南州德隆平工业区，随着越来越 | | | 多的中国企业支持和响应国家"一带一路"战略、中国-东 | | | 盟自由贸易试验区以及"走出去"战略等政策实施，丰立跟 | | | 随跨国公司，为核心客户提供产品全流程、全生命周期的 | | | 定制生产一站式服务，有效降低客户采购成本、缩短其供 | | | 应链条，为未来快速发展和全面国际化奠定了良好基础。 | | | 3、马来西亚子公司，主要为车企业服务，目前有序推进 | | | 中。 | | 关于本次活动是否涉 | 无 | | 及应披露重大信息的 | | | 说明 | | | 活动过程中所使用的 | 无 | | 演 ...

Core Insights - The company successfully won two projects at Shanxi University, focusing on the installation of basic experimental equipment and variable air volume control systems, with a total bid amount of 25.1 million yuan [2] - The projects are set to commence in January 2026 and are expected to take approximately 90 days to complete [1] Group 1: Project Details - The projects are located at the Datong campus of Shanxi University and aim to upgrade multi-disciplinary experimental platforms in chemistry, biology, and materials [1] - The company formed a specialized task force to address client needs, conduct site inspections, and anticipate engineering challenges, which contributed to their competitive edge [1] Group 2: Strategic Focus - The successful bids reflect the company's implementation of the strategic direction outlined in the 15th Second Employee Representative Assembly of Huayang Group [1] - In response to the increasingly competitive infrastructure market, the company is focusing on high-quality livelihood projects and expanding its business in the higher education infrastructure sector [1] - The company aims to maintain a dual rental and sales strategy during the real estate market adjustment period, emphasizing quality and brand reputation to enhance project execution capabilities [1]

Group 1 - The offeror, Hong Kong Lianfeng Property Co., Ltd., in conjunction with Asia Fusi (08413), announced a voluntary cash partial offer to acquire between 590 million and 755.3 million shares, representing approximately 50.77% to 65.00% of the company's issued share capital, at a price of HKD 0.258 per share, which is a premium of about 124% over the closing price of HKD 0.115 on November 11, 2025 [1][2] - The offeror, a leading agricultural and agricultural by-products producer from Hubei Province, believes that the company represents a unique and attractive platform for vertical integration with its downstream distributors, complementing its core business and that of its parent company in China [1][2] - The offeror anticipates that the partial offer will create strong industrial synergies and growth opportunities, enhancing the competitiveness of Hubei agricultural by-products in the Hong Kong market [2] Group 2 - The company has applied for the resumption of trading of its shares on the Stock Exchange of Hong Kong starting from 9:00 AM on December 11, 2025 [3]

Core Viewpoint - The successful loading of the first ship of bauxite at the Guinea port marks the commencement of trial operations for China's Henan International Group's overseas port hub project, establishing a stable and efficient supply channel for the aluminum industry in China [1][2]. Group 1: Project Overview - The Guinea port is located in the Boké region, adjacent to the company's own mining site, providing a complete closed-loop advantage of "self-production, self-transportation, and self-operation" [2]. - The first phase of the port has two 12,000-ton berths and a modern closed conveyor and intelligent loading system, with an annual designed throughput of 10 million tons [4]. - During the trial operation phase, the project aims to optimize process flows and improve equipment operation quality, ensuring the completion of a 500,000-ton loading task by the end of the year [2][4]. Group 2: Strategic Importance - The project is a key step for the company in utilizing both domestic and international markets, contributing to the establishment of a new open pattern in Henan province [3]. - The port aims to gradually expand its trade functions to include iron ore, grain, and other commodities, striving to create a trade hub that radiates West Africa, serves China, and connects globally [5]

Group 1 - The Hong Kong IPO market is expected to raise at least HKD 300 billion in 2024, with an increase in the number of IPOs compared to 2023 [1] - Hong Kong is projected to maintain its position as the top global IPO fundraising venue in 2024, following a strong rebound in 2023 [1] - 66% of respondents anticipate an increase in IPO activity in 2026, with 22% believing that enhancing financial connectivity with other regions will benefit enterprises the most [1] Group 2 - The Australian CPA suggests that the Hong Kong government should consider implementing an "IPO connectivity" mechanism to allow mainland investors to participate in Hong Kong IPOs [2] - 57% of respondents expect salary increases in 2024, with 63% predicting steady economic expansion in Hong Kong [2] - Key drivers of economic growth identified include a competitive tax system (39%), a thriving capital market (30%), and growth in mainland China's economy (24%) [2] Group 3 - Income expectations for 2024 are more conservative, with only 39% of respondents predicting revenue growth, down from 51% in 2025 [3] - Increased competitive pressure is noted, with 29% of respondents identifying it as the primary challenge for the upcoming year [3] - Cost management remains the top strategy for businesses for the third consecutive year, with 43% prioritizing it [3]

Group 1: Industry Insights - The company anticipates an increase in PTA prices due to government initiatives addressing issues like price wars and profit margin compression in upstream industries, which may lead to marginal improvements in company performance [2] - The establishment of a new subsidiary in Lhasa, Tibet, aims to enhance local production of composite materials, improving market coverage and service response in the engineering materials sector [2][3] Group 2: Strategic Expansion - The company has significantly increased its overseas sales efforts, with foreign trade revenue expected to double in 2024 compared to the first half of 2023, and a projected 60% increase in 2025 [3] - A new subsidiary in Singapore was established in 2024, with future overseas expansion plans contingent on business strategy, market conditions, and global supply chain optimization [3]

Core Viewpoint - The company is adapting to a changing market environment and competitive landscape by focusing on technology-driven strategies and increasing investment in research and innovation to enhance profitability [1] Group 1: Strategic Focus - The company will concentrate on the development of new veterinary drugs to provide high-quality and cost-effective animal health products and solutions for the aquaculture industry, thereby improving the efficiency of its clients' farming operations [1] - The company aims to deepen its "raw material-formulation integration" strategy to ensure stable raw material supply and controllable costs, which will enhance competitive barriers and increase product market competitiveness [1] Group 2: Business Expansion - The company is accelerating its layout in the pet medicine sector by leveraging its advantages in research and innovation to enrich its product matrix and complete the pet business segment, creating a new growth driver [1] - The company is implementing an "outbound" strategy to actively explore overseas markets, which will help mitigate the cyclical impacts on domestic business [1]

Core Insights - Deep-sea mining has emerged as a contentious global issue, balancing economic interests, environmental risks, and international regulatory frameworks [1][2] - The International Seabed Authority (ISA) faces pressure from resource-demanding nations and multinational corporations while addressing ecological concerns from island nations and environmental organizations [1][2] - The negotiation process highlights the need for vulnerable countries to leverage moral discourse and alliance strategies to gain relative advantages in international negotiations [1] Group 1: International Negotiation Dynamics - International negotiations seek to balance diverse interests, with countries prioritizing their benefits based on technological investment, resource endowment, and environmental vulnerability [2] - Global governance issues, such as deep-sea mining, require major powers to balance development and responsibility, proposing fair and sustainable institutional arrangements [2] - Informal interactions during negotiations can be crucial for breaking deadlocks, emphasizing the importance of flexibility between formal and informal communication [2] Group 2: Capacity Building for Negotiation - There is a need to enhance the framework and skill set for international negotiations, applicable to various Chinese entities facing complex issues [3] - Understanding cultural differences through field engagement is essential for identifying common ground and avoiding misunderstandings in negotiations [3] - A mechanism for cultivating composite negotiation talents is necessary, with a focus on interdisciplinary training and practical simulation platforms in Chinese higher education [3] Group 3: China's Role in Global Governance - China must uphold core interests while addressing global concerns, demonstrating responsible great power behavior [4] - Enhancing negotiation capabilities across government, enterprises, think tanks, and social organizations is vital for establishing a multi-layered foreign exchange network [4] - This approach will enable China to maintain its bottom line and gain more initiative in complex international negotiations [4]