福斯特公告称，2025年3月20日公司曾审议通过暂时使用不超10亿元"福22转债"闲置募资补流，使用期 限至2026年3月19日。2026年1月14日，公司提前将2.65亿元暂时用于补流的募集资金归还至专户，截至 当日累计归还4.65亿元，尚有4.10亿元未归还。公司将在到期日前归还全部募资并披露信息。 ...

2026 年 01 月 14 日 工业硅：下游减产，需求边际递减 多晶硅：关注工厂报价情况 张 航 投资咨询从业资格号：Z0018008 zhanghang2@gtht.com 【基本面跟踪】 工业硅、多晶硅基本面数据 | | | 指标名称 | T | T-1 | T-5 | T-22 | | --- | --- | --- | --- | --- | --- | --- | | | | Si2605收盘价（元/吨） | 8,635 | -120 | -265 | 385 | | | | Si2605成交量（手） | 270,076 | 776 | -190,391 | 17,566 | | | | Si2605持仓量（手） | 242,469 | 3,592 | 7,858 | 70,712 | | | | PS2605收盘价（元/吨） | 49,005 | -990 | -10,360 | - | | 工业硅、多晶硅期货市场 | | PS2605成交量（手） | 28,379 | -14,131 | 8,460 | - | | | | PS2605持仓量（手） | 48,844 | 14 | -23,50 ...

第一，开年政策的第一刀，砍向出口退税! 这无疑是本周末，最为轰动的重磅新闻，下图，4月起，取消光伏的增值税出口退税，然后分阶段取消电池的出口退税。 上周五竞猜茅台的活动，约定时间内收到的留言接近6000条了，分母炸裂，等周一收盘后，统计一下，周一或者周二晚上向大家公布结果。 有心人，建议可以得闲刷一下评论区，算是比较真实的消费者们对白酒的观点汇总了。 周日晚上了，和大家聊下本周的几个热点事件，为明天开盘，做个热身。 1、取消光伏的 出口退税 ，影响几何？ ...... 我们分两个层次，解读这个新闻。 第一层，仅从行业来看，这无疑会加速行业的分化，以及出清。 这比较容易理解，出口退税，相当于国家的产业补贴，以光伏为例，2024年全行业处于亏损的状况，而25年预计转为小幅盈利，但假设取消出口退税，那 无疑对 短期 行业利润的影响，是较大的——据推算，25年光伏行业的出口规模在300亿美刀左右，如果纯粹线性外推，那么按目前9%的退税率来算，就 是 每年减少大概180亿rmb左右的利润 。 一方面，新规出台后，预计很多企业会在3月底前，加速出口，赶上末班车——另外，对过去几年，已经在布局 产能出海 的企业来说，竞争的 ...

人民财讯1月9日电，清源股份（603628）1月9日公告，公司控股股东的一致行动人清源國際有限公司拟 减持公司股份不超过47.75万股(占公司总股本的0.17%)。 ...

盘前要闻 1、央企"巨无霸"重组启幕!超2000亿元航空燃油市场或将重构 类型：行业 情绪影响：正面 据国资委网站，经报国务院批准，中国石油化工集团有限公司与中国航空油料集团有限公司实施重组。 业内人士认为，中石化拥有强大的炼化产能，中航油则掌控终端分销网络，打造"从炼厂到机翼"的全链 条一体化企业，有望助力降低航空燃料供应成本，增强我国航空燃料产业竞争力。 2、剑指中国商业航天新一极!广州拟攻关可复用火箭技术 类型：行业 4、商务部回应审查Meta收购Manus 类型：公司 情绪影响：正面 1月8日，广州市人民政府办公厅发布《广州市加快建设先进制造业强市规划(2024—2035年)》，提出到 2035年，打造具有全球影响力的中国商业航天新一极。聚焦攻关可重复使用火箭技术，为中大型液体火 箭研制提供坚实基础，未来将面向全国科研院所、企业和高校等开放共享。 3、业内人士：监管总局约谈6家光伏龙头及行业协会，不得约定产能及价格 类型：行业 情绪影响：正面 有市场传闻称，市场监管总局约谈中国光伏行业协会、通威集团、大全能源、新特能源等，约谈内容涉 及通报有关垄断风险。记者核实本次约谈确有其事。市场监管总局要求光伏行 ...

Market Overview - As of January 8, the Shanghai Composite Index fell by 0.07% to 4082.98 points, while the STAR 50 Index rose by 0.82% to 1455.17 points. The Shenzhen Component Index decreased by 0.51% to 13959.48 points, and the ChiNext Index dropped by 0.82% to 3302.31 points [1] - In the U.S. stock market, the Dow Jones Industrial Average increased by 270.03 points, closing at 49266.11 points, a rise of 0.55%. The S&P 500 Index rose by 0.53 points to 6921.46 points, a change of 0.01%, while the Nasdaq Composite Index fell by 104.26 points to 23480.02 points, a decline of 0.44% [1] Oil Prices - International oil prices saw a significant increase on January 8. The price of light crude oil futures for February delivery rose by $1.77 to $57.76 per barrel, marking a 3.16% increase. The March delivery of Brent crude oil futures increased by $2.03 to $61.99 per barrel, a rise of 3.39% [1] Industry Developments - The Ministry of Industry and Information Technology, along with other regulatory bodies, held a meeting to discuss the regulation of the power and energy storage battery industry. The meeting highlighted the rapid development of the industry and the need to address irrational competition and overcapacity risks. Measures will include strengthening market supervision, enhancing product quality checks, and promoting industry self-regulation [2] - A meeting focused on the development and implementation of the "Mobile Power Safety Technical Specifications" was held, emphasizing the need for standardization to prevent safety incidents related to mobile power sources. This initiative is seen as crucial for ensuring public safety and promoting high-quality industry development [3] - The State Administration for Market Regulation has reportedly conducted discussions with major companies in the photovoltaic industry regarding monopoly risks and has issued corrective measures to ensure fair competition and prevent price collusion [4] - China Petroleum & Chemical Corporation and China Aviation Oil Group have received approval for a merger, which aims to leverage their integrated refining and aviation fuel supply advantages to reduce costs [5] Company News - Vanke Enterprise Co., Ltd. announced that its executive vice president, Yu Liang, will resign due to retirement age, effective January 8, 2026 [6] - Wens Foodstuff Group Co., Ltd. projected a net profit of 5 billion to 5.5 billion yuan for 2025, representing a year-on-year decline of 40.73% to 46.12% [6] - Semiconductor equipment manufacturer Zhongwei Semiconductor Equipment (Shanghai) Co., Ltd. announced plans for a share reduction by its major shareholder, which may involve up to 12.52 million shares, or 2% of the total share capital [7]

Core Viewpoint - Zhejiang Bangjie Holdings Group Co., Ltd. is actively seeking to optimize its asset and business structure through a pre-restructuring process under legal frameworks, as it faces significant financial difficulties and is recruiting restructuring investors [1][3][12]. Group 1: Pre-restructuring Process - On January 5, the Intermediate People's Court of Jinhua, Zhejiang Province, officially initiated the pre-restructuring process for Bangjie Holdings, appointing two law firms as temporary managers [3][14]. - The court's decision was based on a creditor's application stating that the company could not repay its due debts and had insufficient assets to cover all debts, but still possessed restructuring value [3][14]. - During the pre-restructuring period, the company will begin debt and asset investigations, as well as recruit potential restructuring investors [3][14]. Group 2: Recruitment of Restructuring Investors - On January 7, Bangjie Holdings announced the recruitment of restructuring investors, requiring interested parties to submit application materials by February 9 and pay a deposit of 20 million yuan [1][11]. - Investors must be legally established entities or individuals with good commercial reputations and no significant legal violations in the past three years [3][14]. - The announcement emphasizes that investors whose main business aligns with local industrial development plans will be given priority [4][15]. Group 3: Financial Challenges and Strategic Shift - Bangjie Holdings, once a leader in seamless garment production, has faced declining growth in its textile business and has made a significant investment of 2.6 billion yuan to enter the photovoltaic industry, establishing a dual business strategy [6][17]. - The company has experienced substantial financial losses, with net profits declining from over 88 million yuan in 2023 to a projected loss of 672 million yuan in 2024, and further to 905 million yuan by the third quarter of 2025 [6][17]. - The photovoltaic segment has led to severe debt defaults, with significant overdue loans from financial institutions, resulting in judicial freezes on core subsidiary shares [6][17]. Group 4: Urgency of the Situation - The company is under immense debt pressure, prompting the founder to consider transferring control to a new entity, Shanghai Qishuo, which is believed to have expertise in debt restructuring [18]. - The restructuring timeline is tight, with interested investors required to submit their proposals by February 28 after passing qualification checks [19]. - If only one investor qualifies and submits a valid restructuring plan, they will automatically become the restructuring investor [19].

诺安多策略混合A（320016）成立日期2011年8月9日，最新规模18.55亿。今年以来收益70.98%，同类 排名404/8155；近一年收益70.98%，同类排名404/8155；成立以来收益230%。 诺安多策略混合A（320016）基金经理为孔宪政。 截至发稿，孔宪政累计任职时间5年41天，现任基金资产总规模56.08亿元，任职期间最佳基金回报 86.44%， 任职期间最差基金回报-16.74%。 1月5日，国晟科技涨5%，截至发稿，报18.48元/股，成交2.31亿元，换手率1.99%，总市值121.35亿元。 资料显示，国晟世安科技股份有限公司位于北京市海淀区海淀大街38号楼909-910，成立日期2002年11 月5日，上市日期2015年12月31日，公司主营业务涉及园林工程施工和园林景观设计,已形成科技研发、 苗木种植与养护、园林景观设计、工程施工一体化经营的全产业链业务模式。主营业务收入构成为：光 伏行业100.31%。 从国晟科技十大流通股东角度 数据显示，诺安基金旗下1只基金位居国晟科技十大流通股东。诺安多策略混合A（320016）三季度新 进十大流通股东，持有股数392.97万股，占 ...

Core Viewpoint - The emergence of domestic large models like DeepSeek has prompted a global reassessment of China's AI capabilities and the value of its technological assets, making AI and digitalization essential for future survival and competitiveness in business [1] Group 1: AI Integration in Manufacturing - Longi Green Energy integrates AI throughout its smart manufacturing processes, establishing benchmarks for efficiency and quality [1] - The company utilizes AI for process optimization, quality prediction, and accelerated R&D, creating a replicable smart manufacturing model [8] - AI-driven visual inspection systems have significantly increased productivity and reduced the cycle time for new processes [9] Group 2: AI-Driven Product Innovation - BOE is transitioning from a display leader to an IoT innovation enterprise, with AI as the core driver of its business layout [5] - The company has introduced the first "AI factory" concept in the industry, emphasizing AI-native production across all elements [6] - AI enhances product development by providing new methods and tools for material research, simulation design, and process optimization [6] Group 3: Quantum Technology for Security - Quantum technology is crucial for establishing a secure foundation for digital transformation, addressing the challenges of data security in the age of AI and big data [10] - GuoShun Quantum's quantum communication services have evolved from national security needs to empowering various industries, with applications in critical infrastructure [10] - The company is actively involved in building a nationwide quantum communication network, enhancing security for sectors like government, finance, and energy [11]

Market Overview - The Hong Kong stock market opened positively in 2026, with the index breaking through the 26,000-point mark and closing up by 2.76% [1] - The offshore RMB strengthened, surpassing 6.97 against the USD, reaching a new high since May 2023 [1] - Aluminum prices hit $3,000, the highest since 2022, driven by supply tightening and long-term demand expectations [1] Technology Sector - Baidu announced that Kunlun Chip has submitted a listing application to the Hong Kong Stock Exchange, aiming for a valuation between $3 billion and $11 billion for Baidu's 59% stake [2] - Baidu's stock rose over 9%, positively impacting other tech giants like Alibaba and Tencent, which also saw gains of over 4% [2] Semiconductor Industry - Wall Street's first GPU stock, Birun Technology, saw a subscription rate of 1,583.50 times, with an opening price of HKD 35.7, reflecting an 82% premium [3] - Semiconductor stocks like TSMC and Hua Hong Semiconductor also experienced gains, with Hua Hong's stock rising over 9% [3] Aerospace Sector - The commercial aerospace sector saw a surge, with Blue Arrow Aerospace's IPO application accepted, leading to a stock price increase of over 20% for Goldwind Technology [4] Satellite Industry - SpaceX announced a reduction in the orbital height of thousands of Starlink satellites to mitigate collision risks, leading to significant stock increases for Chinese satellite companies [5] - Companies like China Technology Group and Asia Pacific Satellite saw stock increases of nearly 43% and over 34%, respectively [5] Renewable Energy - Skyworth Group's stock rose over 10% following the signing of a 10MW distributed solar power project in Italy, marking significant progress in the European market [6] - The Chinese government is enhancing regulatory measures in the solar industry to ensure fair competition and sustainable development [6] Consumer Electronics - The home appliance sector saw a boost, with major companies like Midea and Haier rising over 4% due to positive market sentiment [7] Automotive Industry - Chinese brands captured a record 12.8% market share in the European electric vehicle market, with significant sales growth reported by companies like BYD and Geely [8] - New energy vehicle sales in Europe doubled compared to the previous year, indicating strong demand for Chinese automotive brands [8] Aluminum Industry - China Aluminum's stock is expected to benefit from rising aluminum prices, which have reached a new high, with a projected revenue increase due to strong demand from the electric vehicle and solar sectors [10][11] - The company reported a 90.31% year-on-year increase in net profit for Q3 2025, driven by cost control and resource optimization [11]