1 月 12 日，A股再次大涨，成交额再创历史新高，受政策预期升温、宏观数据改善与流动性向好共同推动。春季行情延续，科技板块领涨凸显结构性特 征。 上证指数(000001) < W 01-12 15:00:09 4165.29 昨收 成交额 4120.43 14462亿 成交量 4134.89 839.5亿 今开 1.09% 44.86 上 涨 1652 75 下 跌 平 盘 614 最高价 17.3 4168.36 市盈率 7.54% 近20日 1.57 最低价 4119.88 市净率 今年来 4.95% 五日 日K 周K 分时 更名 叠加 设均线 EXPMA12:4043.15↑ 50:3947.56↑ 4201.22 - 4168.36 -- >> 3815.84 3782.98 r in the first the latest of the 2025-10-31 12-23 2026-01-12 11-19 12-05 | 14 | w A股 | | | --- | --- | --- | | A服 港股 美股 i | 全球 商品 外汇 | | | 已为您生成昨日市场智评 | | 查看 | | 内地 ...

华泰证券指出，上周，A股延续放量上涨，突破前高，风险偏好提升驱动的春季躁动继续演绎。展望 看，华泰证券认为，强动量效应下，春季行情或仍有空间，但从行业涨跌幅标准差、成交额占比以及杠 杆资金和ETF的动向看，交易结构较为集中，部分热点板块或需消化拥挤度压力，行情转向轮动的概率 逐步上升。业绩预告窗口期将至，建议结合基本面预期，寻找高性价比方向，聚焦外需链景气改善品种 以及后续有催化且拥挤度相对低的主题，具体到行业层面，建议关注游戏、免税、电池、工程机械、农 化。中期配置思路不变，电力链上游资源品逢低吸筹。 MACD金叉信号形成，这些股涨势不错！ ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：金石杂谈 1月11日，沪指已经突破4100点，暴力上演历史记录的16连阳，相较于11月12月动辄4000股下跌，目前 则是动辄4000股上涨。随着商业航天、可控核聚变、脑机接口、人形机器人、资源股暴力大涨之下，未 来走势能否延续，一起来看机构怎么看？ 中信证券：主题、小票震荡向上格局延续，看好资源和传统制造。年初的躁动缘于跨年踏空资金的集中 密集入场，"人心思涨"是大背景，一些前期谨慎资金的追涨加速了行情演绎，但躁动主要发生在主题板 块以及量化影响较大的小票，而非配置型资金布仓方向。 从当前的量价和风偏指标来看，短期市场热度偏高，但情绪指标还没有转弱迹象，预计主题、小票轮动 的震荡上行格局可能还会延续到两会前后，直至内需预期的上修，市场才会回到基本面驱动状态。 不过，抛开短期的市场躁动，站在全年维度，真正具备持续入场体量的配置型资金今年对权益组合降低 波动的诉求是更高的，需要考虑的是这部分可持续的"大钱"（而不是年初踏空资金）会持续流向的方 向。在配置上，建议资源和传统制造定价权提升逻辑打底，增配非银金融，兼顾反共识品种降低组合波 ...

人民财讯1月11日电，华泰证券研报称，近期，A股延续放量上涨，突破前高，风险偏好提升驱动的春 季躁动继续演绎。展望看，强动量效应下，春季行情或仍有空间，但从行业涨跌幅标准差、成交额占比 以及杠杆资金和ETF的动向看，交易结构较为集中，部分热点板块或需消化拥挤度压力，行情转向轮动 的概率逐步上升。业绩预告窗口期将至，建议结合基本面预期，寻找高性价比方向，聚焦外需链景气改 善品种以及后续有催化且拥挤度相对低的主题，具体到行业层面，建议关注游戏、免税、电池、工程机 械、农化。中期配置思路不变，电力链上游资源品逢低吸筹。 ...

证券日报网讯1月9日，农心科技（001231）在互动平台回答投资者提问时表示，截至2025年12月31日， 公司股东人数为9584户。 ...

此外，据智通财经，香港食物环境卫生署食物安全中心1月6日宣布，即时指示业界暂停从上述地区进口 禽肉及禽类产品（包括禽蛋），以保障香港公众健康。 东方证券指出，2026年农业是拐点向上的年份，养殖、种植将依次发力，带来板块趋势上行，建议重点 关注。 中国银河表示，2026年农业行业投资机会可核心围绕生猪养殖以及宠物板块展开。2026年农业行业关注 点在于等待并捕捉行业拐点，回归基本面的核心指标跟踪，在估值相对合理区间寻找切入点。具体来 看，养殖板块持续强调攻守兼备，但区别于2025年以守为主基调，2026年更强调对未来潜在弹性的把 握；宠物板块经历估值回归，等待业绩增速恢复，投资机会将再次来临。 （文章来源：21世纪经济报道） 1月8日，沪指窄幅震荡，创业板指盘中跌超1%。截至收盘，沪指跌0.07%，深成指跌0.51%，创业板指 跌0.82%。 热门ETF中，农业ETF天弘（512620）全天成交额近500万元，换手率1.12%。成分股中，生物股份、兄 弟科技、益生股份等涨幅领先。 农业ETF天弘（512620）紧密跟踪中证农业指数，覆盖养殖、农化等领域，成分股汇聚牧原股份、温氏 股份、海大集团等农业龙头企业， ...

证券研究报告 | 2026年01月09日 | 晨会纪要 | | --- | | 数据日期:2026-01-08 | 上证综指 | 深证成指沪深 | 300 指数 | 中小板综指 | 创业板综指 | 科创 50 | | --- | --- | --- | --- | --- | --- | --- | | 收盘指数（点） | 4082.97 | 13959.48 | 4737.65 | 15093.72 | 4074.35 | 1455.17 | | 涨跌幅度（%） | -0.06 | -0.50 | -0.81 | 0.18 | 0.22 | 0.81 | | 成交金额（亿元） | 11831.88 | 16170.76 | 6306.55 | 5899.57 | 7503.35 | 992.47 | 晨会主题 【常规内容】 宏观与策略 策略专题:入市增量资金有望超两万亿——2026 年牛市展望系列 1 策略月报:大类资产月度策略（2026.1）- 股汇共鸣迎暖春，债市避锋待 转机 行业与公司 农业行业周报:农产品研究跟踪系列报告（189）-牛肉进口保障措施政策 落地，看好牧业大周期反转 汽车行业专题:低空经 ...

经与会董事认真审议，本次会议以记名投票表决方式通过了以下决议： 一、审议通过了《关于变更独立董事及调整专门委员会委员的议案》 公司独立董事骆广生先生于2025年12月申请辞去公司第九届董事会独立董事职务，同时一并辞去董事会 相关专门委员会职务（具体内容详见公司于2025年12月9日发布的《关于独立董事辞职的公告》）。 江苏长青农化股份有限公司（以下简称"公司"）第九届董事会第六次会议于2026年1月4日在公司会议室 以现场结合通讯的方式召开，会议通知于2025年12月24日以通讯方式发送至公司全体董事和高级管理人 员。会议由董事长于国权先生召集并主持，会议应到董事8名，现场参会董事5名，独立董事骆广生先 生、杨光亮先生、石柱先生以通讯方式参会，公司部分高级管理人员列席了会议。本次会议的召集、召 开程序及出席会议的董事人数符合《公司法》和《公司章程》的规定。 江苏长青农化股份有限公司 第九届董事会第六次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：002391 股票简称：长青股份 公告编 ...

Group 1 - The core viewpoint of the article highlights the transformation of the business environment in Liaoning, with a focus on government support and service-oriented approaches to enhance investment and operational efficiency for companies [1][2][12] - Liaoning's high-tech manufacturing investment increased by 14.1% year-on-year, with a 3.3% growth in high-tech manufacturing added value and a 66.9% rise in profits for private industrial enterprises [1] - The government has shifted from a regulatory role to a service-oriented approach, emphasizing "no disturbance unless necessary" and "responsive to needs," which has improved the relationship between government and enterprises [2][11] Group 2 - Companies like Shenyang Sanyo Elevator Co., Ltd. have reported a 25% year-on-year increase in output value, attributing this success to government support in securing projects and expanding market channels [3] - Liaoning has implemented various initiatives to streamline administrative processes, such as on-site issuance of business licenses and the introduction of online services that allow for "zero running" for 899 items [4][7][10] - The establishment of a multi-level government-enterprise interaction system in cities like Yingkou has provided tailored support for local businesses, enhancing their growth prospects [2][11] Group 3 - The introduction of the first public bonded tank in Northeast China has allowed companies to directly source core raw materials, saving significant costs [2] - The government has committed to a comprehensive action plan for optimizing the business environment, with 24 key tasks aimed at improving service efficiency for enterprises and the public [12][14] - Liaoning's leadership has engaged directly with businesses to gather feedback and improve the operational landscape, reinforcing the commitment to creating a favorable business climate [11][12]

Core Viewpoint - The chemical industry in China is expected to end its downward cycle in 2026, presenting structural investment opportunities due to the recovery of downstream demand, the acceleration of domestic substitution, and the ongoing implementation of anti-involution policies [1][2]. Group 1: Traditional Chemical Sector Recovery - The core opportunity in the traditional chemical sector for 2026 arises from improved supply-demand dynamics driven by anti-involution policies, leading to a rational price recovery [2][18]. - The domestic production capacity of organic silicon has peaked, with major companies leading production cuts to stabilize prices, resulting in inventory levels dropping to a three-year low [2][4]. - PTA production capacity expansion is nearing completion, with a significant reduction in inventory levels, indicating a potential recovery in the polyester chain's profitability [4]. Group 2: Agricultural Chemicals and Price Recovery - The agricultural chemical sector is poised for growth as safety incidents have disrupted global pesticide supply chains, leading to a supply contraction that catalyzes price recovery [4][8]. - The price index for raw agricultural chemicals has shown signs of bottoming out, indicating a potential rebound in prices [4]. Group 3: Acceleration of Domestic Substitution in New Materials - The domestic substitution of chemical new materials is gaining momentum, driven by government support and technological advancements, becoming a key growth engine for the industry [9][10]. - The market for lubricating oil additives has seen a decrease in imports and an increase in exports, indicating a shift towards becoming a net exporter and enhancing domestic brands' market presence [10]. - The electronic chemicals sector is benefiting from the growth of AI and semiconductor industries, with domestic manufacturers achieving technological breakthroughs and entering major supply chains [14][17]. Group 4: Demand Recovery and Policy Support - Gradual recovery in downstream demand, particularly in the real estate and automotive sectors, is expected to support the chemical industry's growth [18][19]. - Government policies aimed at stabilizing growth and stimulating consumption are expected to bolster demand for chemical products, enhancing the industry's resilience [19]. - The implementation of anti-involution policies and regulations is expected to improve market competition and guide industry profitability back to reasonable levels [19]. Group 5: Investment Recommendations - Investment in the chemical industry should focus on three core areas: capitalizing on cyclical recovery opportunities in sectors like organic silicon and PTA, investing in high-growth areas such as bio-based materials and electronic chemicals, and targeting leading chemical companies with cost and scale advantages [20]. - The industry is at a critical juncture of cyclical reversal and structural upgrade, with both cyclical and growth opportunities present [20].