本周，南向资金累计净流入约235.23亿港元，环比上周多流入135亿。 北水动向 1月23日，南下资金净卖出港股16.01亿港元。 其中，净买入泡泡玛特7.47亿、小米集团-W 6.08亿、腾讯控股2.4亿； 净卖出阿里巴巴-W 14.9亿、中国移动6.21亿、长飞光纤光缆1.38亿、金风科技1.23亿。 据统计，南下资金已连续6日净买入小米，共计30.7384亿港元；连续15日净卖出中国移动，共计 117.1603亿港元。 中国移动：消息面上，中国移动设立"算力专项办公室"，统筹全集团的算力战略与布局。 长飞光纤光缆：国家工业和信息化部副部长张云明表示，内地6G第一阶段技术试验形成超过300项关键 技术储备。5G和千兆光网融入97个国民经济大类中的91个，工业互联网实现41个工业大类全覆盖，为 经济社会发展注入更多活力。 泡泡玛特：消息面上，该公司近期推出2026年情人节限定款盲盒"星星人怦然星动"系列，作为该IP首个 情人节主题产品，其毛绒挂件一经发售迅速售罄，并在社交媒体引发热议。 小米集团：消息面上，公司拟回购不超过25亿港元小米集团的B类普通股，回购计划将于1月23日正式 启动。 腾讯控股："微信珊 ...

中原期货研究咨询部 晨会纪要 2026 第（14）期 发布日期：2026-01-22 | 中原期货研究咨询部 | 0371-58620081 | | --- | --- | | 0371-58620083 | | | 公司官方微信 | | 1.针对"十五五"时期如何推动房地产高质量发展，住建部部长倪虹表示，将重点抓好两方面 工作：一是有序推动"好房子"建设；二是加快构建房地产发展新模式，有序搭建房地产开发、 融资、销售等基础制度。在商品房销售上，推进现房销售制，实现"所见即所得"。 公司官方微信 1 中原期货研究咨询部 | 化工 | 主力合约 | 2026/1/22 | 2026/1/21 | 涨跌 | 涨跌幅/% | | --- | --- | --- | --- | --- | --- | | | | 8:00 | 15:00 | | | | | 焦煤 | 1,121.00 | 1,129.00 | -8.0 | -0.709 | | | 焦炭 | 1,671.00 | 1,683.50 | -12.50 | -0.743 | | | 天然橡胶 | 15,725.00 | 15,745.00 | -20. ...

Group 1 - The core viewpoint of the article highlights the achievements in industrial and information technology development in China by 2025, emphasizing qualitative improvements and reasonable quantitative growth in the industrial economy [1] - The industrial and information sectors contribute over 40% to economic growth, characterized by stability, progress, innovation, and vitality [1] Group 2 - The added value of large-scale equipment manufacturing and high-tech manufacturing industries increased by 9.2% and 9.4% year-on-year, respectively [6] - More than 35,000 basic-level, over 8,200 advanced-level, and over 500 excellent-level smart factories have been established, along with the cultivation of 15 leading smart factories [6] - A total of 8,000 national green factories have been cultivated [6] Group 3 - The first phase of 6G technology trials has resulted in the formation of over 300 key technology reserves [10] - The added value of the integrated circuit and electronic special materials industries increased by 26.7% and 23.9% year-on-year, respectively [10] Group 4 - The production of industrial robots increased by 28% year-on-year [11] - The sales of new energy vehicles reached 16.49 million units, representing a year-on-year growth of 28.2% [11] - 5G and optical networks have been integrated into 97 of the 100 national economic categories [11]