证券日报网讯1月22日，宁夏建材（600449）在互动平台回答投资者提问时表示，截至2026年1月20日公 司股东户数27966户。 ...

Core Viewpoint - The A-share building materials sector is experiencing a strong upward trend, with multiple stocks showing active performance, driven by market expectations for a cyclical recovery in the sector [1] Group 1: Policy and Economic Support - The Ministry of Housing and Urban-Rural Development has released an opinion on improving housing quality, aiming for significant enhancements in housing standards, design, materials, construction, and operation by 2030, which directly benefits the consumption of building materials, waterproofing, and glass sectors [1] - The central bank has lowered various structural monetary policy tool rates by 0.25 percentage points, with the one-year re-lending rate reduced from 1.5% to 1.25%, aimed at promoting stable economic growth and providing liquidity support for the recovery of real estate and infrastructure sectors, indirectly boosting demand in the building materials industry [1] Group 2: Infrastructure and Supply Chain Developments - The issuance of special bonds by local governments has accelerated, with a total issuance scale of 0.18 trillion yuan, an increase of 0.10 trillion yuan year-on-year, easing government fiscal pressure and supporting demand for cement and pipe materials through accelerated municipal engineering and pipeline construction projects [2] - The building materials industry has seen improvements in supply-demand dynamics after five years of capacity clearance, with the waterproofing sector's concentration rapidly increasing, and a significant reduction in floating glass daily melting capacity by 27,200 tons compared to the 2021 peak, alongside a 160 million ton capacity exit in the cement industry, alleviating supply pressures and laying the foundation for profit recovery [2] Group 3: Sector-Specific Benefits - The waterproofing industry is expected to benefit from housing quality improvement policies, the release of renovation demand, and supply-side clearance, with leading companies projected to experience revenue declines significantly lower than the industry average from 2021 to 2024, and further price increases anticipated in 2025 [3] - The glass processing industry is poised to gain from accelerated cold repairs in floating glass production capacity and a balanced supply-demand structure, alongside increased demand for high-end glass driven by housing quality improvements [3] - The pipe and pipeline industry is supported by the rapid implementation of infrastructure projects and municipal pipeline renovation policies, with municipal engineering projects accelerating, directly benefiting related pipe material companies from the recovery in infrastructure demand [3]

格隆汇1月22日丨中国建材(03323.HK)公告，根据《中国建材股份有限公司2026年面向专业投资者公开 发行科技创新公司债券(第一期)发行公告》，中国建材股份有限公司2026年面向专业投资者公开发行科 技创新公司债券(第一期)(以下简称"本期债券")发行规模不超过20亿元。本期债券分为两个品种，品种 一期限为3年，品种二期限为5年。本期债券引入品种间回拨选择权，回拨比例不受限制，发行人和簿记 管理人将根据本期债券发行申购情况，在总发行规模内由发行人和簿记管理人协商一致，决定是否行使 品种间回拨选择权。 本期债券采取网下面向专业机构投资者询价配售的方式发行，发行工作已于2026年1月22日结束。本期 债券品种一实际发行金额20亿元，认购倍数2.38倍，最终票面利率为1.77%；品种二未实际发行。 本期债券发行价格100元/张，采取网下面向《公司债券发行与交易管理办法》和《上海证券交易所债券 市场投资者适当性管理办法(2023年修订)》规定的专业机构投资者询价配售的方式发行。 ...

港股三大指数走势不一，恒指及恒科指数尾盘成功转涨。截止收盘，恒生指数涨0.17%或44.9点，报 26629.96点，全日成交额为2348.6亿港元；恒生国企指数跌0.09%，报9114.3点；恒生科技指数涨 0.28%，报5762.44点。 兴业证券认为，港股有望继续震荡向上。该行指出，岁末的资金阶段性收紧效应过去，内资继续流入； 如果海外形势带来扰动反而是机会。一旦特朗普"TACO"，反而可能通过弱美元与资金再配置，对港股 形成边际支撑。此外，政策和产业层面也存在催化。 蓝筹股表现 泡泡玛特(09992)领涨蓝筹。截至收盘，涨5.97%，报206港元，成交额44.44亿港元，贡献恒指13.8点。 今日下午新华社官方微博宣布，节目《扬声》将于本周五播出，由新华社记者张扬对话泡泡码特创办人 王宁。此外，泡泡玛特近期推出的"PUCKY敲敲系列"毛绒挂件盲盒，因内置电子木鱼功能成为热议焦 点。值得一提的是，泡泡玛特近日连续回购股份， 累计金额近3.5亿港元。 其他蓝筹股方面，九龙仓置业(01997)涨4.81%，报26.6港元，贡献恒指3.32点；理想汽车-W(02015)涨 4.13%，报65.55港元，贡献恒 ...

消息面上，申万宏源指出，2026 年看好地产开工端，市场对开工端预期较低，防水、塑料管等开工端 建材估值处于相对低位，政策催化下易产生超出预期的表现。中长期看好存量翻新，居民对改善居住条 件的诉求随收入预期好转将逐步体现。建议关注中国联塑等消费建材个股。广发证券也表示，消费建材 长期需求稳定性好、行业集中度持续提升、竞争格局好的优质龙头中长期成长空间仍然很大。 智通财经APP获悉，中国联塑(02128)涨超7%，近三个交易日累涨超一成。截至发稿，涨7.13%，报5.41 港元，成交额9317.07万港元。 ...

Group 1 - The Shanghai Composite Index rose by 0.14%, while the ChiNext Index increased by 1.01%, driven by gains in the building materials sector, with Jinju Group hitting the daily limit and Dongfang Yuhong rising over 8% [1] - The building materials ETFs, including E Fund and others, saw increases of over 3.8% year-to-date, with E Fund's building materials ETF showing a year-to-date gain of 10.77% [2] - The Ministry of Housing and Urban-Rural Development recently issued guidelines aimed at improving housing quality, targeting significant progress by 2030 in various aspects such as standards, design, materials, and construction [2] Group 2 - According to Shenwan Hongyuan Securities, the real estate chain has been in decline for five years, but there are positive signals emerging. The building materials industry has faced pressures such as demand decline and increased competition, but long-term changes are now visible [3] - The report suggests that the building materials sector is expected to benefit from a recovery in housing demand, particularly in renovation and improvement of living conditions as income expectations improve [3] - Huafu Securities indicates that supply-side reforms and declining interest rates may enhance home-buying willingness, potentially stabilizing the real estate market and boosting demand for building materials [3] Group 3 - Guotai Junan Securities highlights that despite static total physical data showing a year-on-year decline, leading building materials companies have achieved revenue and profit growth through increased market share and expansion into overseas markets [4] - The growth in revenue and profitability is attributed to factors such as material upgrades driven by AI and new energy, as well as the easing of competition [4] - The intrinsic growth potential of leading building materials companies is seen as attractive, with the possibility of significant benefits if macroeconomic expectations improve [4]

建材概念股走强，东方雨虹涨超8%，旗滨集团涨超5%，北新建材涨超4%。 | 代码 | 名称 | 现价 | | 涨跌 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 159787 | 建材ETF易方达 | 0.791 | 0.029 | 3.81% | | 159745 | 建材ETF | 0.720 | 0.026 | 3.75% | | 516750 | 建材ETF | 0.786 | 0.026 | 3.42% | 有券商表示，行业目前盈利已触底，价格经历多年竞争目前已无向下空间，此次借助反内卷政策行业对提价及盈利改善诉求强烈。 2025年防水、涂料、石膏板等多品类持续发布提价函，行业盈利有望触底，2026年可期待龙头企业的盈利改善。 （文章来源：每日经济新闻） 受盘面影响，建材相关ETF涨超3%。 ...

根据《上市公司重大资产重组管理办法》和《上海证券交易所股票上市规则》等相关法规，本次交易不 构成关联交易，构成重大资产重组，但不构成重组上市。 1月21日晚间，北京韩建河山管业股份有限公司（以下简称"韩建河山"，证券代码：603616）发布公告 称，公司正在筹划以发行股份及支付现金的方式收购辽宁兴福新材料股份有限公司（以下简称"兴福新 材"）52.51%的股权，实现对标的公司的控制及合并报表，同时募集配套资金。 根据公告，1月20日，公司与本次交易的主要交易对方陈旭辉、高巷涵、郭振伟以及营口福兴同创企业 管理中心（有限合伙）签署了《购买资产意向协议》。本次交易的具体交易方式、交易方案、发股价 格、交易作价等安排由交易各方后续协商确定。 因本次交易尚处于筹划阶段，有关事项存在不确定性，为了维护投资者利益，避免造成股价异常波动， 根据上海证券交易所相关规定，经公司申请，公司A股股票自2026年1月22日（星期四）开市起开始停 牌，预计停牌时间不超过9个交易日。 万联证券投资顾问屈放对《证券日报》记者表示，本次收购属于围绕主营业务进行的产业链延伸与强 化，属于同行业或强相关领域的整合，能够形成协同效应，有利于提升公 ...

Market Overview - A-shares experienced a slight increase, with the semiconductor sector leading the gains, while the Hang Seng Index rose by 0.37% to close at 26,585.06 points[3][10] - U.S. stock markets saw significant gains, with the Dow Jones up 1.21% to 49,077 points, and the S&P 500 rising 1.16% to 6,875 points, driven by improved market sentiment following Trump's announcement regarding Greenland[8][10] Economic Indicators - The U.S. dollar index recovered, closing at 98.76, while the Swiss franc fell sharply as risk aversion eased[4][23] - International oil prices increased, with WTI crude oil rising 0.46% to $60.62 per barrel, and Brent crude up 0.5% to $65.24 per barrel[4][23] Fixed Income Market - U.S. Treasury yields declined by 1-6 basis points, with the 10-year yield at 4.24% and the 30-year yield at 4.86%[4][27] - The auction of 20-year U.S. Treasuries showed strong demand, with a bid-to-cover ratio of 2.86, indicating robust investor interest[4][27] Sector Performance - In the U.S., the energy sector led the market with a 2.38% increase, supported by the International Energy Agency's upward revision of global oil demand forecasts[8] - In Hong Kong, the semiconductor sector surged, with stocks like兆易创新 (Zhaoyi Innovation) rising over 6%[10] Corporate Developments - Full-year shareholder returns for 满帮集团 (Manbang Group) are projected to be at least $400 million, with a focus on expanding into new business areas like smart driving[8] - 乐舒适 (Leshushi) is positioned to capture significant market share in Africa's personal care sector, with a projected CAGR of 6.8% from 2020 to 2024[12] Global Trade and Policy - Trump's announcement of a framework agreement regarding Greenland has eased trade tensions, contributing to positive market sentiment[4][8] - The European Parliament has postponed voting on the U.S.-EU trade agreement, reflecting ongoing trade negotiations[5]

马克龙喊话中国对欧增加投资，中方回应愿推动中欧经贸合作 1月21日，外交部发言人郭嘉昆回应法国总统马克龙在达沃斯演讲中希望中国增加对欧直接投资一事。 他表示中欧经贸本质是优势互补、互利共赢，中国产品靠科研、竞争和产业链形成优势，不刻意追求顺 差。中方鼓励企业赴欧投资，也希望欧方营造公平市场环境，推动双边经贸持续健康发展。详情>> 金融市场犹如变幻莫测的海洋，时刻涌动着投资与经济政策的波澜，深刻影响着全球经济的走向。在 此，喜娜AI为您呈上昨夜今晨的财经热点新闻，全方位覆盖股市动态、经济数据、企业财务状况以及 政策更新等关键领域，助您精准洞察金融世界的风云变幻，把握市场脉搏。 机构预测10只周期股2026年净利大增超10倍，顺周期板块表现强势 本周顺周期板块大幅拉升，截至1月20日，基础化工、石油石化等涨幅居申万一级行业前列，21日有色 金属等继续上涨。国家发改委表示将推动物价回升，"春季躁动"可期。证券时报数据宝统计，汽车、建 材等周期板块中10只个股今年净利或暴增超10倍，如中自科技预计增速超51倍，天音控股超42倍，但部 分个股仅1家机构评级，确定性不足。详情>> 国际金价再创新高，上半年或冲击5000美 ...