2026年1月8日 1月7日标的指数成份股涨跌幅TOP20 标普中国 A 股红利机会指数(CSPSADRP) | 序号 | 代码 | 简称 | 更日涨幅 (%) | 年内涨幅 | 股息率(近12· | | --- | --- | --- | --- | --- | --- | | | | | | (%) | 月) (%) | | 1 | 600188.SH | 突矿能源 | 3.61 | 6.84 | 5.31 | | 2 | 600219.SH | 南山铝业 | 2.82 | 8.36 | 6.87 | | 3 | 603730.SH | 岱美股份 | 1.72 | 1.48 | 3.08 | | 4 | 002532.SZ | 天山铝业 | 1.70 | 14.52 | 2.18 | | 5 | 002533.SZ | 金杯电工 | 1.35 | 2.56 | 1.96 | | 6 | 605117.SH | 德业股份 | 1.30 | 2.37 | 3.39 | | 7 | 002014.SZ | 永新股份 | 1.19 | 0.17 | 7.63 | | 8 | 601088.SH | 中国神华 | ...

来源：新浪基金∞工作室 流动性方面，截止1月6日，港股通红利低波ETF（520890）近20个交易日累计成交金额6.14亿元，日均 成交金额3071.86万元；今年以来，2个交易日，累计成交金额6742.23万元，日均成交金额3371.11万 元。 港股通红利低波ETF（520890）现任基金经理为李茜。李茜自2024年9月4日管理（或拟管理）该基金， 任职期内收益42.27%。 最新定期报告显示，港股通红利低波ETF（520890）重仓股包括首钢资源、兖矿能源、兖煤澳大利亚、 VTECH HOLDINGS、工商银行、深圳国际、中国光大银行、中国神华、中煤能源、中国电力，持仓占 比如下。 股票代码股票名称持仓占比持仓股数（股）持仓市值（元）00639首钢资源3.76%128.00万331.89万 01171兖矿能源2.94%28.00万260.24万03668兖煤澳大利亚2.90%10.41万256.61万00303VTECH HOLDINGS2.76%4.26万243.86万01398工商银行2.41%40.60万212.76万00152深圳国际2.40%29.75万 212.13万06818中国光大银行2 ...

贵州茅台2025年11月28日召开股东会，通过了回购方案，计划回购金额15亿元至30亿元，回购股份将用 于注销并减少公司注册资本。根据今晚公告，该公司2025年12月31日首次回购股份超过8.7万股，已支 付的总金额为1.2亿元。 2026年开年，沪市上市公司密集发布股份回购增持进展公告。截至1月4日17时，共有105家沪市公司披 露最新回购增持进展，包括回购类公告98份，增持类公告7份。其中，主板70家公司披露回购进展，对 应回购上限超过278亿元；6家公司发布股东增持进展或结果公告，对应增持上限超过40亿元。 今晚披露的回购类公告均为回购进展，其中，贵州茅台、海尔智家、三一重工、恒瑞医药、中远海控、 国电南瑞、中国核电等7家上证50指数公司披露的回购进展对应的已实施回购金额超过48亿元。 在大额回购计划中，部分公司已回购金额较为可观。中远海控董事会于2025年10月13日通过A股回购方 案，将在3个月内回购7.49亿元至14.98亿元。根据今晚公告，截至2025年12月31日，公司已累计回购A 股股份5511万股，累计已支付的总金额为8.25亿元。此外，海尔智家、三一重工今晚披露的回购进展显 示，已回购金 ...

12月29日 《云南日报》刊发评论员文章 《深入挖掘投资和消费潜力 ——论深入学习贯彻省委全会 省委经济工作会议精神》 手深田精 中国史上新校三国中 封发代号:63- 部27474 能 今日8版 0语进步创建成功 面积极多核心,不过区|早在 国前列,民族团结,京教和政 王毅分别会见柬埔寨副首相兼外交 大臣布拉索昆、泰国外交部长西哈萨 页筒一线 2025年12月24日中国共产党云南省第十 一届委员会第九次全体会议通计 最好后看到云回事变讲话题有 666 K 在 使用层有 all 参王文明 el,全国发力的关键时期,中国共产党 南省第十一届委员会第九次全体会议 曾发习中 ttp://www.com/p.com/p/com/ 服分析形势,就急找云南省博彩公 参发展"十五五"规划提出以下建议 一、"十五五"时期是在中国式 现代化进程中开创云南发展新局面 的关键时期 兼人 ! ! ! ! | 中国五"时期最后就像 举无、印刷家紧密的机会云南网站 男人和男家景的互联网上海的足球网站 加强党的领导和党的建设,日格带会队 的体发展目 #我国民族团结进步 曝景不移地 文,中国民国,此次安德德德安格费, 超射中心建设,大力发展难 ...

Core Insights - In November 2025, China's industrial added value for large-scale enterprises grew by 4.8% year-on-year, with a month-on-month increase of 0.44% [3][5][8] - From January to November 2025, the industrial added value increased by 6.0% year-on-year [3][5][8] Industrial Production Data - In November 2025, China's crude steel production was 69.87 million tons, down 10.9% year-on-year; pig iron production was 62.34 million tons, down 8.7%; and steel production was 115.91 million tons, down 2.6% [3][6][9] - From January to November 2025, crude steel production totaled 891.67 million tons, down 4.0% year-on-year; pig iron production was 774.05 million tons, down 2.3%; and steel production was 1,332.77 million tons, up 4.0% [3][6][9] Sector Performance - In November 2025, the mining industry added value increased by 6.3%, manufacturing by 4.6%, and the production and supply of electricity, heat, gas, and water by 4.3% [3][5][8] - Among 41 major industries, 30 experienced year-on-year growth in added value [5] Economic Type Analysis - In November 2025, state-controlled enterprises saw a 4.2% increase in added value; joint-stock enterprises grew by 5.2%; foreign and Hong Kong, Macao, and Taiwan-invested enterprises increased by 3.4%; and private enterprises grew by 3.2% [5][8] Product Output - In November 2025, out of 623 industrial products, 310 saw year-on-year output growth [6] - Notable product outputs included: - Cement: 15.434 million tons, down 8.2% - Ethylene: 3.09 million tons, up 7.3% - Automobiles: 3.519 million units, up 2.4%, with new energy vehicles at 1.841 million units, up 17.0% [6][9] Sales and Export Data - The sales rate for large-scale industrial enterprises was 96.5%, a decrease of 0.8 percentage points year-on-year [6][9] - The export delivery value reached 1.361 trillion yuan, a nominal year-on-year decrease of 0.1% [6][9]

Market Overview - The stock indices showed mixed performance this week, with a total net outflow of 28.97 billion yuan from stock ETFs and cross-border ETFs in the Shanghai and Shenzhen markets [1][3]. - The Shanghai Composite Index closed at 3889.35 points, down 0.34% for the week, while the Shenzhen Component Index rose 0.84% to 13258.33 points [3]. ETF Performance - Significant inflows were observed in the CSI A500-related ETFs, which saw a net inflow of 96.84 billion yuan, while the ChiNext Index experienced a net outflow of 31.52 billion yuan [6]. - Among the top ten large-cap index ETFs, there was a slight net outflow of 0.13 billion yuan, with the ChiNext ETF alone seeing a net outflow of 18.22 billion yuan [9]. Sector Analysis - In terms of sector-specific ETFs, those related to non-ferrous metals and robotics attracted significant capital, while financial-related ETFs faced substantial sell-offs [2][12]. - The non-ferrous metals ETF, robotics ETF, and green power ETF saw net inflows of 8.19 billion yuan, 6.91 billion yuan, and 6 billion yuan, respectively [12]. Notable Trends - The current macroeconomic environment in China is characterized by moderate recovery, with analysts suggesting that the underlying support for the recent A-share market rally remains intact [11]. - The recent performance of the robotics and green power ETFs indicates growing investor interest, with both funds reaching new highs in terms of shares issued [15][18]. Trading Activity - A total of 17 ETFs had trading volumes exceeding 100 billion yuan this week, indicating robust trading activity in the ETF market [19]. - The A500 ETF from Huatai-PineBridge and the Hong Kong Securities ETF both surpassed 400 billion yuan in weekly trading volume, with several CSI A500-related ETFs achieving record high trading volumes [20].

通过调研，《报告》发现在ESG报告动机方面，监管合规是各类企业发布ESG报告的首要动机，其中国 有企业表现尤为突出（100%）。但不同性质企业的次要动机存在显著差异：中央企业更注重ESG报告 对企业形象的提升作用（90.63%），而其他国有企业和民营企业则相对更关注投资者需求（91.11%和 78.38%）。 北京注协政务服务委员会主任委员、安永北京主管合伙人杨淑娟谈到，在全球可持续发展浪潮深入推进 的当前，ESG体系日益成为衡量企业综合价值的关键标尺，ESG信息披露已成为企业高质量发展的核心 要素。《报告》的发布为构建中国特色的可持续发展路径、提升企业长期价值创造与国际竞争能力，奠 定坚实的理论与实践基础。 为了系统梳理企业ESG披露与管理的实践痛点，科学评估现行政策支持效能，推动构建兼具中国特色与 国际衔接的ESG披露政策体系，2025年5月至9月，北京注册会计师协会政务服务委员会联合会计师事务 所、企业代表及政策研究机构，启动《可持续发展（ESG）信息披露与实践现状调研报告》（以下简称 《报告》）课题调研。 结合上市情况交叉分析，A股和A+H股上市企业对资本市场需求的响应最为积极，分别有93.33%和 ...

| 调出名单 | | 调入名单 | | | --- | --- | --- | --- | | 证券代码 | 证券名称 | 证券代码 | 证券名称 | | 600048 | 保利发展 | 600104 | 上汽集团 | | 600941 | 中国移动 | 600111 | 北方稀土 | | 601600 | 中国铝业 | 600930 | 华电新能 | | 601766 | 中国中车 | 603019 | 中科曙光 | | 调出名单 | | | 调入名单 | | --- | --- | --- | --- | | 证券代码 | 证券名称 | 证券代码 | 证券名称 | | 600026 | 中远海能 | 600061 | 国投资本 | | 600219 | 南山铝业 | 600522 | 中天科技 | | 601058 | 赛轮轮胎 | 600930 | 华电新能 | | 601699 | 潞安环能 | 601456 | 国联民生 | | 601808 | 中海油服 | 603893 | 瑞芯微 | | 688169 | 石头科技 | 688082 | 盛美上海 | | 688589 | 天合光能 | 688 ...

11月14日，《自然》杂志官网公布"2024自然指数-科研城市"排名，广州首次跃居全球第六 20日，广东省科学技术奖公布，广州再创佳绩，占全省获奖总数的65.6% 21日，2025年中国科学院、中国工程院院士增选结果正式揭晓，曾木圣、陈新、杨中民、徐瑞华、黄险波5位广州科学家入选，占全省5/9 近日，广州科创佳报频传。 亮眼成绩背后，是广州多年来以人才为科技创新发展核心，在创新链上勇于投入、默默耕耘的"开花结果"。有人于实验室坚 守，点亮"从0到1"的原创星火；有人进行概念验证，让"从1到10"的雏形淬火成器；有人奔赴产线，促成产业"从10到100"的百花齐放。人才之潮，百川赴 海；金融之风，鼓帆助航；创新之轮，飞旋疾驰。如今，广州结下累累科创硕果，正似木棉欲燃，照彻南天。 企业造"士" 创新主体地位不断凸显 当前， 广州的科技企业数量已达1.35万家，比2015年翻了7倍。 企业是科技创新的主体，科技企业已成为我国引领科技创新和产业创新的主导力量，同时 也成为培养科技人才的主战场。 新晋5位两院院士中， 黄险波院士的身份十分显眼，他担任金发科技股份有限公司首席技术官、高分子材料资源高质化利用国家重点实验室主 ...

Economic Overview - The province's economy showed overall stability in the first ten months of the year, with industrial growth, declining fixed asset investment, expanding market sales, and rapid export growth [1] Industrial Performance - The added value of industrial enterprises above a designated size increased by 1.5% year-on-year, with high-tech manufacturing growing by 3.9% [1] - By sector, mining increased by 7.8%, manufacturing by 0.7%, and electricity, heat, gas, and water production and supply by 0.1% [2] - State-owned enterprises saw a 2.2% increase in added value, while foreign and Hong Kong, Macao, and Taiwan-invested enterprises experienced a decline of 5.9% [2] - Among 40 industrial categories, 23 reported year-on-year growth, resulting in a growth rate of 57.5% [2] - Notable growth sectors included chemical fiber manufacturing (growth of 7.7 times), transportation equipment manufacturing (growth of 47.1%), and gas production and supply (growth of 21.6%) [2] Investment Trends - Fixed asset investment decreased overall, but manufacturing investment rose by 6.2%, with high-tech manufacturing investment increasing by 10.8% [2] - Investment in the primary industry grew by 5.1% year-on-year [2] Market Sales - The total retail sales of consumer goods reached 877.98 billion yuan, reflecting a year-on-year growth of 3.5% [3] - Sales of essential goods remained stable, with food and oil retail sales increasing by 13.4% and daily necessities by 11.8% [3] - Upgraded consumer goods saw significant sales growth, including wearable smart devices (growth of 15.5 times) and energy-efficient home appliances (growth of 1.3 times) [3] Trade Performance - The province's total import and export value reached 338.37 billion yuan, marking a 9.6% increase [3] - Agricultural product exports totaled 27.67 billion yuan, with a year-on-year growth of 9.9% [3] - Machinery and electrical products exports were 170.59 billion yuan, growing by 8.5%, with notable increases in ship and automotive parts exports [3] Price Trends - Consumer prices remained stable overall, while industrial producer prices experienced a decline [4]