Core Viewpoint - As of January 10, 2026, the number of shareholders of Xinyu Guoke (300722) is reported to be 32,226 households [1] Summary by Relevant Categories Company Information - Xinyu Guoke has confirmed through an interactive platform that the total number of shareholders, after consolidation, stands at 32,226 households as of the specified date [1]

Market Overview - The A-share market experienced a collective pullback on January 13, ending a 17-day winning streak, with the Shanghai Composite Index down by 0.64%, the Shenzhen Component down by 1.37%, and the ChiNext Index down by 1.96% [1][2] - The trading volume in the Shanghai and Shenzhen markets reached a record high of 3.7 trillion yuan [1] Sector Performance - Multiple companies issued risk warnings, leading to significant declines in sectors such as commercial aerospace and satellite internet, with nearly a hundred stocks, including Aerospace Electronics and China Satellite Communications, dropping over 8% [3] - The large aircraft and military sectors also saw declines, with stocks like Zhongtian Rocket and Leike Defense hitting their daily limit down [3] - The controllable nuclear fusion sector faced a downturn, with Wangzi New Materials hitting its daily limit down [3] - The communication equipment sector declined, with Changjiang Communication hitting its daily limit down [3] - Other sectors such as Beidou Navigation, quantum technology, 3D printing, CPO concepts, and F5G concepts experienced significant losses [3] Analyst Insights - Analyst Liu Hangdeng from Haineng Investment noted that after the 17-day rally, the market faced a volume adjustment of 3.65 trillion yuan, with commercial aerospace being the main sector under pressure [4] - The market encountered resistance near the 4180 level, indicating a short-term pullback, with support expected around the 4090 level [4] - The AI application sector, which had a strong performance previously, opened high but closed lower, although its structural trend and fundamental application logic remain strong [4] - The afternoon session saw a rapid surge in the electric power and grid equipment sector, indicating potential short-term opportunities [4] Precious Metals - Gold and silver prices showed volatility, but precious metal stocks led gains in the non-ferrous metal sector, with Mingbai Jewelry hitting the daily limit up and Hunan Silver approaching the daily limit up [4] - As of the report, spot gold fell slightly below 4590 USD/ounce, while spot silver fell below 85 USD/ounce [4][5]

| 内地股票 △ | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 科创综指 | | 4138.76 | 14169.40 | 1806.02 | | -26.53 -0.64% -197.51 -1.37% -49.36 -2.66% | | | | 万得全A | 创业板指 | 北证50 | | 6772.59 | 3321.89 | 1565.58 | | -80.94 -1.18% -66.45 -1.96% -40.19 -2.50% | | | | 沪深300 | 中证500 | 中证A500 | | 4761.03 | 8143.28 | 5901.21 | | -28.88 -0.60% -105.85 -1.28% -47.49 -0.80% | | | | 中证1000 | 深证100 | 中证红利 | | 8203.13 | 5918.98 | 5591.97 | | -153.88 -1.84% -72.25 -1.21% | | -19.20 -0.34% | | 万得全A涨跌分布 | | | | 跌 372 ...

Market Overview - A-shares experienced a collective pullback on January 13, with the Shanghai Composite Index ending a 17-day winning streak, closing down 0.64% [1] - The total trading volume in the Shanghai and Shenzhen markets reached a historical high of 3.7 trillion [1] Sector Performance - Significant declines were observed in various sectors, including commercial aerospace, satellite internet, and military industries, with many stocks dropping over 8% [3] - The large aircraft and military sectors also faced downturns, with several stocks hitting the daily limit down [3] - The commercial aerospace index fell by 6.15%, with a net outflow of 230.78 billion [4] Individual Stock Movements - Over 1,600 stocks rose, with more than 70 stocks hitting the daily limit up, while the commercial aerospace sector saw over 60 stocks limit down or drop more than 10% [3] - Specific stocks such as Aerospace Electronics and Beidou Star Communication experienced significant declines, with many stocks in the sector down by nearly 10% [7] Investment Insights - Analysts suggest that the current market sentiment may indicate a nearing peak, with potential for further structural upward trends despite short-term volatility [12] - Key investment strategies include avoiding speculative risks in popular sectors, focusing on policy-driven industries, and maintaining diversified portfolios to balance risk and return [14] - The emphasis is on sectors with strong earnings growth and valuation alignment, particularly in technology manufacturing and innovative healthcare [14]

路透社提到，此次会谈正值巴基斯坦国防工业推进一系列国防用品交易谈判之际。据悉，巴基斯坦和孟加 拉国两国军方日前就一项军售协议在伊斯兰堡举行会谈，巴空军寻求向孟空军出售JF-17"雷电"战斗机。路 透社7日报道称，自去年5月在与印度的空战冲突中取得成功后，巴基斯坦正在扩大其武器出口雄心，并加 强与孟加拉国的关系。此次欲售卖给孟加拉国的JF-17"雷电"战斗机是巴基斯坦军方的"金牌"主力机型，也 是其对外军售计划的基石。此前，巴方已与阿塞拜疆达成军售交易。巴防长卡瓦贾·阿西夫近日对媒体表 示，巴武器工业的成功可能会迅速改善该国的经济前景。 JF-17"雷电"战斗机（中国称"枭龙"）。资料图 图自英媒 报道援引一名消息人士的话称，双方会谈主要围绕出售JF-17"雷电"战斗机（中国称"枭龙"）展开，同时涉 及用于侦察和打击目标的无人机。另外两名消息人士称，会谈已进入后期阶段，涉及出售超过40架JF-17战 斗机。其中一名消息人士透露，印尼还对巴基斯坦的"沙赫帕尔"无人机感兴趣。消息人士未透露关于交付 时间表和拟议协议期限的讨论内容。 报道说，印尼国防部和巴基斯坦军方均证实双方举行了会谈。印尼国防部发言人表示，"会谈重 ...

1月13日，A股三大股指早盘冲高回落，午后震荡下跌，截止收盘，上证综指下跌26.53点，跌幅0.64% 报4138.76点；深证成指下跌197.51点，跌幅1.37%报14169.4点；沪深300指数下跌28.88点，跌幅0.6%报 4761.03点；创业板指下跌66.45点，跌幅1.96%报3321.89点；科创50指数下跌42.27点，跌幅2.8%报 1469.57点；盘中创业板指一度跌超2%，沪指跌近1%；全天成交额较昨日再度放量，两市成交额录得 3.65万亿再创历史新高，两市超3500只个股下跌。 盘面上，AI应用概念逆势上涨，十余只成分股涨停，引力传媒、利欧股份、省广集团涨停。AI医疗概 念反复活跃，美年健康3连板，泓博医药、新赣江等多股涨停。电网设备概念午后走强，特变电工、三 变科技涨停；零售概念表现活跃，三江购物2连板；贵金属板块走高，晓程科技涨超8%；减肥药板块拉 升，普洛医药逼近涨停；创新药、锂矿概念及游戏等板块涨幅居前。下跌方面，多家公司公告提示风 险，商业航天、卫星互联网板块大退潮，航天电子、中国卫通、航天科技等近百股跌超8%；大飞机、 军工板块走低，中天火箭、雷科防务等多股跌停；可控核 ...

Market Overview - The three major A-share indices collectively declined, with the Shanghai Composite Index down 0.64% to 4138 points, the Shenzhen Component Index down 1.37%, and the ChiNext Index down 1.96% [1] - The total market turnover reached a record high of 3.7 trillion yuan, an increase of 54.2 billion yuan compared to the previous trading day, with over 3700 stocks declining [1] Sector Performance - The commercial aerospace and satellite internet sectors experienced significant downturns, with nearly 100 stocks, including Aerospace Electronics, China Satellite Communications, and Aerospace Science and Technology, falling over 8% [1] - The large aircraft and military sectors also declined, with stocks like Zhongtian Rocket and Leike Defense hitting the daily limit down [1] - The controllable nuclear fusion sector saw a drop, with Wangzi New Materials hitting the daily limit down [1] - The communication equipment sector fell, with Changjiang Communication hitting the daily limit down [1] - Other sectors with notable declines included Beidou Navigation, quantum technology, 3D printing, CPO concepts, and F5G concepts [1] Positive Sector Movements - The pharmaceutical sector saw a broad increase, with recombinant proteins, CRO, and medical services leading the gains, and stocks like Baihua Pharmaceutical and Boji Pharmaceutical hitting the daily limit up [1] - The precious metals sector rose, with Xiaocheng Technology increasing over 8% [1] - Pfizer announced plans to launch a GLP-1 weight loss drug by 2028, boosting the weight loss drug sector, with Prolo Pharmaceutical nearing the daily limit up [1] - Other sectors with notable gains included innovative drugs, lithium mining concepts, and gaming [1]

Market Overview - The market experienced a comprehensive rise on January 12, with a trading volume of 3.64 trillion, an increase of approximately 490 billion compared to the previous trading day[1] - Most sectors saw gains, particularly media, computer, military, and communication, while oil, coal, and real estate sectors faced declines[1] - Since mid-December, the market has shown a recovery with a continuous rise, achieving 10 consecutive days of gains, indicating a strong upward trend supported by increasing trading volume[1] Sector Performance - The commercial aerospace sector continues to show strong upward momentum, with no signs of slowing down, while the AI sector is shifting focus from hardware to software[2] - Significant gains were noted in the computer and media sectors, largely influenced by the popularity of domestic model companies listed in Hong Kong and the natural evolution of AI infrastructure over the past two years[2] Fund Flows - On January 12, net inflows into the Shanghai Composite Index were 38.22 billion, and into the Shenzhen Composite Index were 38.35 billion, with the top three sectors receiving inflows being software development, IT services, and advertising[5] - Since the beginning of 2026, public funds entering the market are estimated to exceed 45 billion, driven by new ETF listings and active funds entering the market[14] Policy and Economic Outlook - The Ministry of Industry and Information Technology plans to implement new policies to support the high-quality development of specialized small and medium-sized enterprises, focusing on enhancing technological innovation and digital transformation[6][11] - The government has introduced measures to evaluate and guide investment funds, encouraging collaboration with high-ranking funds to support quality projects[8] Agricultural Market - As of January 12, the average price of pork in national wholesale markets was 17.83 yuan/kg, a decrease of 0.8% from the previous week, while beef and lamb prices saw slight increases[13]

Market Overview - On January 12, the A-share market continued its strong performance since the beginning of the year, with the Shanghai Composite Index surpassing 4165 points, an increase of 1.09%. The total trading volume exceeded 3.64 trillion yuan, setting a historical high [1] - The ETF market also showed a strong upward trend, with non-currency ETFs totaling 400.24 billion yuan in trading volume [1] - Sectors such as media, computer, and defense industries saw significant gains, while oil, coal, and real estate sectors experienced declines [1] Performance Review - The Shanghai Composite Index has accumulated an increase of 8.9% during the 17 consecutive days of gains, indicating significant market differentiation [2] - Notable sector performances include military industry, media, and non-ferrous metals, which rose by 33.95%, 29.25%, and 23.37% respectively. The banking sector was the only one to decline, with a decrease of 0.02% [4][5] Expert Insights - A leading analyst, J, expressed skepticism about the market's ability to sustain a bull run, citing that many company earnings reports are not favorable. The market may not remain optimistic after the first quarter earnings announcements [8] - There has been a noticeable shift in focus from performance-based stocks to concept-driven and speculative investments, with stocks that have strong earnings not seeing significant price increases [9] - The analyst has gradually shifted to a defensive stance, anticipating increased pressure on indices following the release of annual reports [10] ETF Performance - As of January 12, among 90 ETFs, 80 have achieved positive returns, with the aerospace ETF (159227) leading at a 48.98% increase, followed by the military industry ETF (512660) at 43.52% [12] - Other top-performing ETFs include general aviation (159230) at 41.29% and semiconductor equipment (159516) at 29.02% [12]

首先，春季行情继续演绎。 2026年一开局，市场便连续放量上行，原因在于市场对扩大内需的战略方针抱有期待，对"十五五"的开门红有所企盼。 从实际情况看，股票市场的成交金额出现连续放大的趋势，显示增量资金正在集中入场。成长性行业继续表现领先，体现投资者风险偏好提升，资金进攻 欲望较强的市场特征。以上各种信号与传统的春季行情的特征较为相符，并且已经处于快速上行阶段，热点或有进一步的扩散。 其次，周一两市再次上涨，量能放大。 沪指高开后，一路震荡反弹，收盘于全天高点附近，与5天均线的乖离率有所加大。深圳成指表现更强，延5 天均线不断上移重心。两市成交金额超过3.6 万亿元，较上个交易日有所增加。当天市场热点主要集中在TMT和军工行业。投资风格方面，中小盘和科技 股领涨。从运行节奏看，沪指完成小双底形态，正在向前期高点挑战。沪指分别于2025年11月下旬和12月中旬向下调整，止跌的位置基本相。随后进入了 持续反弹的进程，目前已经越过了小"双底"形态的目标位，正在挑战更高的点位。未来需要关同，形态类似于"双底"注量价配合的状况。 风险提示： 国际贸易、地缘冲突超出预期；上市公司业绩增速回落超预期；全球经济衰退超预期。 ...