Market Overview - On the first trading day after the resumption of Northbound trading, Hong Kong's three major indices collectively declined, with the Hang Seng Index falling below the 27,000 mark, closing down 1.82% or 491.59 points at 26,590.32 points, with a total turnover of HKD 250.99 billion [1] - The Hang Seng China Enterprises Index dropped 2.06% to 9,007.86 points, while the Hang Seng Tech Index fell 2.13% to 5,270.70 points [1] Sector Performance - The technology sector remains a long-term investment focus, with valuation pressure easing after recent pullbacks, and potential for rebound driven by accelerated AI model updates and applications [1] - The energy and precious metals sectors are expected to rise amid heightened geopolitical risks in the Middle East and adjustments in U.S. tariff policies [1] - The consumer sector, currently undervalued, is anticipated to have upward potential as consumption policies are strengthened [1] Blue-Chip Stocks - WH Group (00288) led blue-chip gains, rising 4.42% to HKD 10.39, contributing 5.87 points to the Hang Seng Index [2] - Other notable blue-chip performers included Henderson Land (00012) up 2.08% and China Resources Beer (00291) up 2.02% [2] - China Biologic Products (01177) fell 6.58%, negatively impacting the index by 7.48 points [2] Hot Sectors - Major tech stocks faced pressure, with Tencent down over 3% and Alibaba down over 2% [3] - Storage concepts saw significant gains, with Zhaoyi Innovation (03986) up 11.91% and Longsys Technology (06809) up 4.92% [3] - Oil and gas stocks rose amid concerns over escalating tensions in Iran, with Shandong Molong (00568) up 11.41% [4] AI and Technology - The AI sector continues to show promise, with significant growth in token usage, particularly in Chinese models, which account for 61% of the total token volume [5] - The market anticipates ongoing rapid growth in AI applications and commercial viability [5] Film Sector - The film sector faced challenges, with the 2026 Spring Festival box office down approximately 40% year-on-year, indicating a need for improved content quality [6] - Major film stocks like Maoyan Entertainment (01896) and Huayi Brothers (01003) saw declines of 8.18% and 5.26%, respectively [6] Notable Stock Movements - Kwan Hung Holdings (01888) surged 12.37% following a profit forecast indicating a 165% increase in net profit for the fiscal year ending December 2025 [7] - Weichai Power (02338) rose 7.29% after a report highlighted its emergency generator's use in a major data center [8] - China Shipbuilding Defense (00317) reached a new high, up 5.37%, following a significant shipbuilding contract announcement [9] - Standard Chartered (02888) saw a 3.07% increase after reporting a 6% rise in operating income for the fiscal year 2025 [10] - China Duty Free Group (01880) faced a 10.51% drop due to losing some operating rights at major airports [11]

2026年镇江扬中元旦春节"两节"专项抽检结果汇总表（公示） | 2026年扬中市市场监督管理局元旦春节专项抽检结果汇总表 | 生 | 被 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 产 | 抽 | 不 | 生产/ | 任 | 单 | 商标 | 被抽 | 被抽 | 标示 | 标示 | 检 | 最 | 承 | 食品 | 合 | | | | | | | | | | | | | | | | | | | | | | ...

20日，在美国联邦最高法院裁定美国政府大规模关税政策违法后，美国总统特朗普随即又宣布对全球范围输美商品加征10%的关税，次日又将关税税率从 10%提高到15%。此举令美国一些企业主感到措手不及，称关税政策朝令夕改，企业面临更大的不确定性。 巧克力店老板 瓦格纳：我无法预测这将会对我的企业产生怎样的影响。在厘清关税税率之前，我应该会维持当前的产品价格。最高法院宣布裁决后，特朗 普随即又宣布对全球加征10%关税，这速度未免太快了，这种做法如同天方夜谭一般，关税在未来会否再次变动无人知晓。这是一条坎坷不平的道路，途中 经历过无数次变化，以至于很难预测未来将发生什么。 巧克力店老板 瓦格纳：巧克力近七成的原材料源自西非，主要来自加纳和科特迪瓦等国，此外中美洲也是重要的原材料进口地。由于制作巧克力的原材料 高度依赖进口，关税对我造成了一定影响。当听到最高法院宣布裁决的消息时，我感到非常兴奋，我希望一切都能按照正确的程序流程继续推进下去。 然而，事情并未如瓦格纳所预想的那样发展。瓦格纳表示，美国政府多次急速调整关税税率、政策充满不确定性，这给他的企业带来更多"颠簸"和压力。 ...

Core Conclusions - In the second week of February, a total net outflow of funds amounted to 72.3 billion yuan, an increase from the previous week's outflow of 52.2 billion yuan [1] - Short-term sentiment indicators are at a medium-high level since 2005, while long-term sentiment indicators are at a medium-low level since 2005 [1] - From an industry perspective, the highest trading volume share in the past week was seen in the communication, semiconductor, and electric equipment sectors [1] Fund Flow Analysis - In the second week of February, the total net outflow of funds was 72.3 billion yuan, compared to 52.2 billion yuan in the previous week. Fund inflows included a decrease in financing balance by 74.7 billion yuan, an increase in public fund issuance by 43.6 billion yuan, net redemption of ETFs by 23.1 billion yuan, and an estimated net inflow of northbound funds of 3 billion yuan. Fund outflows included IPO financing of 800 million yuan, net reduction of industrial capital by 10.1 billion yuan, and transaction fees of 10.3 billion yuan [8] Short-term Sentiment Indicators - The short-term sentiment indicators, which primarily consider turnover rate and financing transaction ratio, show that the recent weekly turnover rate (annualized) was 430%, currently at the 76th percentile historically. The recent weekly financing transaction ratio was 9.74%, currently at the 72nd percentile historically [15] Long-term Sentiment Indicators - The long-term sentiment indicators, which mainly look at the price comparison of major asset classes, indicate that the recent weekly A-share risk premium (the inverse of the overall A-share PE minus the yield of ten-year government bonds) was 2.52%, currently at the 45th percentile historically. Additionally, the recent weekly dividend yield of the CSI 300 index (excluding finance) compared to the yield of ten-year government bonds was 1.23, currently at the 5th percentile historically [15] Industry Performance - In terms of trading volume share, the top three industries with the highest historical percentile in the past week were communication (99%), semiconductor (98%), and electric equipment (97%). The lowest were real estate (1%), food processing (1%), and transportation (1%) [15] - The highest financing transaction ratio by industry was seen in machinery equipment (88%), electric equipment (80%), and social services (78%), while the lowest were banking (10%), coal (12%), and real estate (17%) [15]

Group 1 - The core conclusion indicates that in the second week of February, a total net outflow of funds amounted to 72.3 billion yuan, an increase from the previous week's outflow of 52.2 billion yuan [1] - Short-term sentiment indicators are at a medium-high level since 2005, while long-term sentiment indicators are at a medium-low level since 2005 [1][2] - From an industry perspective, the highest transaction volume share in the past week was in the communication, semiconductor, and electric equipment sectors, with shares of 99%, 98%, and 97% respectively [2][15] Group 2 - In terms of fund inflows, the financing balance decreased by 74.7 billion yuan, public fund issuance increased by 43.6 billion yuan, ETF net redemptions were 23.1 billion yuan, and northbound funds estimated a net inflow of 3 billion yuan [8] - The long-term sentiment indicator shows that the recent A-share risk premium is 2.52%, placing it at the 45th percentile historically, while the dividend yield of the 300 index (excluding finance) is 1.23, at the 5th percentile historically [2][15] - The financing transaction share was highest in the machinery equipment, electric equipment, and social services sectors, with shares of 88%, 80%, and 78% respectively, while the lowest were in banking, coal, and real estate at 10%, 12%, and 17% respectively [2][15]

2026年2月24日报道显示，双塔食品融资融券余额为2.57亿元，较前一日下滑2.01%。2月13日单日融资 净卖出526.4万元，融券净买入300股；近20个交易日中，融资活动呈现多空交织状态。欧盟对华豌豆蛋 白反倾销调查仍在进行中，但近期无最新进展披露。 以上内容基于公开资料整理，不构成投资建议。 近期事件 经济观察网 双塔食品（002481）在2026年2月24日交易中表现平稳，最新股价为4.99元，较前收盘上涨 0.60%，当日振幅0.81%，成交金额2653万元。资金流向显示主力净流出238.53万元，散户资金呈净流入 态势。近5日股价累计下跌2.92%，表现弱于大盘指数（上证指数同期上涨1.10%）。技术面显示股价处 于震荡区间，20日布林带中轨支撑位5.11元，短期压力位5.24元。 ...

中新网杭州2月24日电(邵燕飞)春节假期渐近尾声。车流如织，行色匆匆，但在这归途的起点，浙江大 地上，一幕幕温情的"装箱仪式"仍在悄然上演。 汽车发动的声音此起彼伏，像一曲无言的告别。可当你掀开每一只后备箱，看到的却是另一个浙江—— 那个既传统又现代的浙江。传统的，是母亲塞进去的那半只酱鸭，是冻米糖里化不开的甜；现代的，是 珍珠粉的精美包装，是游子们即将奔赴的远方。它们并排躺着，像这个时代最真实的注脚：我们一边守 着故土的根，一边奔向更广阔的世界。 送别的人还在挥手，车子已经驶出村口。后视镜里，故乡越来越小，后备箱里的乡愁却越来越重。这大 概就是浙江人的年——把最深的眷恋，装进最寻常的箱子里，然后带着它，奔赴山海。 一只酱鸭"晒出"美好生活 2月23日，收拾返程行李时，来自绍兴的傅飞扬望向家中的阳台，目光总会落在油亮泛红的酱鸭上—— 这是亲戚送来的年货，也是许多绍兴游子返程时沉甸甸的牵挂。 "再拿半只，到了杭州加热就能吃，比外面买的干净入味。"妈妈一边念叨，一边小心翼翼地将包装好的 酱鸭塞进汽车后备箱，生怕挤压变形。 在绍兴，过年的仪式感是从酱鸭开始的。过去，每到腊月，家家户户都会挑选上好的麻鸭，用本地酱 油 ...

瑞银研究报告指，万洲国际(00288.HK)过去两年一直是该行的行业首选股之一，因公司拥有独特的综合 营运模式，涵盖包装肉制品、鲜猪肉及生猪养殖，而且多元化的业务布局横跨中国、美国及欧洲，目标 价由8.5港元升至11港元，重申"买入"评级。 万洲国际港股市值1268.91亿港元，在食品加工行业中排名第1。主要指标见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 投行对该股的评级以买入为主，近90天内共有1家投行给出买入评级，近90天的目标均价为10港元。中 信证券最新一份研报给予万洲国际买入评级，目标价10港元。 机构评级详情见下表： ...

瑞银研究报告指，万洲国际(00288)过去两年一直是该行的行业首选股之一，因公司拥有独特的综合营 运模式，涵盖包装肉制品、鲜猪肉及生猪养殖，而且多元化的业务布局横跨中国、美国及欧洲，目标价 由8.5港元升至11港元，重申"买入"评级。 展望未来，该行相信万洲国际正进入盈利波动性较低的阶段，受惠于美国生猪价格前景更趋稳定，以及 业务策略转向利润较高的包装肉制品，将提升盈利及股东回报的能见度。该行将万洲2025及2026年每股 盈利预测分别上调1%及4%，预期将同比增长7%及4%。 ...

智通财经APP获悉，瑞银研究报告指，万洲国际(00288)过去两年一直是该行的行业首选股之一，因公司 拥有独特的综合营运模式，涵盖包装肉制品、鲜猪肉及生猪养殖，而且多元化的业务布局横跨中国、美 国及欧洲，目标价由8.5港元升至11港元，重申"买入"评级。 展望未来，该行相信万洲国际正进入盈利波动性较低的阶段，受惠于美国生猪价格前景更趋稳定，以及 业务策略转向利润较高的包装肉制品，将提升盈利及股东回报的能见度。该行将万洲2025及2026年每股 盈利预测分别上调1%及4%，预期将同比增长7%及4%。 ...