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 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002596 证券简称：海南瑞泽 公告编号：2026-004 海南瑞泽新型建材股份有限公司第六届董事会第十九次会议决议公告 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。 一、董事会会议召开情况 上述合作经营合同尚未正式签署，相关事项尚存在一定的不确定性。最终合作方式、金额、期限等以双 方签订的合同为准。公司将持续跟进上述事项进展并及时履行信息披露义务，敬请投资者注意投资风 二、董事会会议审议情况 经与会董事认真审议，本次会议以记名投票表决方式表决通过了以下议案： （一）审议通过《关于子公司向海南银行申请授信及公司为其提供担保的议案》 经审议，为满足日常经营周转的资金需求，同意公司子公司海南瑞泽双林建材有限公司、三亚瑞泽双林 混凝土有限公司分别向海南银行股份有限公司（以下简称"海南银行"）申请授信额度1,000万元，授信 有效期24个月。上述额度属于循环额度，在授信有效期内公司子公司可循环使用上述额度，循环额度下 单笔业务期限不超过12个月，且不超过授信有效期到期日；同意公司为上述授信提供抵押及连带责 ...

精准盘活的前提是摸清资产"家底"。兵团乌鲁木齐经开区组织力量对闲置资产开展"地毯式"摸排，摸清 闲置厂房所处的位置、面积、结构、承重等基本信息，并建立健全电子档案，通过精准"贴标签"，便 于"靶向推送"，吸引有意向的企业来经开区投资兴业。 本报乌鲁木齐讯（全媒体记者 张美玲 常驻记者 冯晓玲 通讯员 伏晓慧） "经开区提供的现成厂房如 同'精装房'，办公楼、宿舍等配套设施也一应俱全，让我们在去年3月完成注册后，6月份即能投入生 产，精准抓住了市场窗口期。"1月14日，在兵团乌鲁木齐经济技术开发区（以下简称"兵团乌鲁木齐经 开区"）丝路高科产业园，乌鲁木齐伟星新型建材有限公司制造部负责人齐思谦告诉记者，企业入驻的 厂房占地面积5300平方米，曾被长期闲置，如今却发挥了大作用。 这是兵团乌鲁木齐经开区锚定"盘活存量、做优增量"目标，推动实现高质量发展的鲜活案例。自2022年 起，该经开区聚焦闲置资产高效利用，通过精准对接市场需求、精简审批流程、优化营商环境等举措， 推动闲置的厂房、土地等资源快速"焕新"，有效破解了企业落地周期长、前期投入大等难点痛点问题。 截至目前，兵团乌鲁木齐经开区通过盘活闲置厂房39.38万 ...

Market Overview - The Hang Seng Index closed at 26,488, down 0.29% for the day and up 3.34% year-to-date[3] - The Nikkei 225 index closed at 52,991, down 1.11% for the day and up 5.27% year-to-date[3] - The S&P 500 index closed at 6,797, down 2.06% for the day and down 0.71% year-to-date[3] Sector Performance - Chinese Southern Airlines rose by 4.57% and Air China by 3.91%, driven by increased travel demand during the winter holiday[9] - China National Building Material increased by 4.12% following a significant share purchase by BlackRock[9] - Gold stocks surged, with Zijin Mining up 5.47% and Chifeng Jilong Gold up 3.60%, as spot gold prices exceeded $4,700 per ounce[9] Economic Indicators - Japan's 10-year government bond yield surpassed 2.3%, reflecting concerns over fiscal deterioration and leading to a sell-off in government bonds[10] - The People's Bank of China lowered the re-lending rate by 25 basis points, and the minimum down payment for commercial real estate was reduced from 50% to 30%[9] Global Trade Tensions - U.S. markets fell sharply due to renewed trade tensions, with the Nasdaq dropping over 2%[9] - European leaders described the latest U.S. tariff threats as "unacceptable," considering countermeasures[10]

1月21日晚间，北京韩建河山（603616）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。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。 为了维护投资者利益，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。 拟收购资产 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 603616 | 韩建河山 | A 股 停牌 | 2026/1/22 | | | | 《证券日报》记者以投资者身份致电韩建河山证券部门，对于1月21日的停牌原因，公司工作人员回复 称："根据上市规则，在相关事项依法披露前，公司不得向外界透露具体的细节，所以我们申请了紧急停 牌，因为涉及尚未披露的重大信息，也是为了避免股票出现异常波动。" 对于公司股价"抢跑"， ...

Investment Rating - The report maintains a positive outlook on the building materials industry, indicating a "Look Forward" investment rating [3][4]. Core Insights - The real estate sector has experienced a downturn for five consecutive years, but there are emerging positive signals that warrant attention. The building materials industry has faced pressures such as declining demand, credit risk expansion, cost disturbances, and intensified competition [4][5]. - Over the past five years, the industry has undergone significant capacity clearance, with a cumulative decline of 38% in waterproof materials production from 2021 to 2024. In contrast, the top three companies in this sector have seen a revenue decline of only 20.9%, indicating a rapid increase in industry concentration [4][5]. - Strategic transformations have been completed by several leading building materials companies, enhancing their competitive positions and adapting to market changes. Companies like Dongfang Yuhong and Keshun have successfully restructured their channels and expanded into new markets [6]. - There is an anticipated surge in renovation demand due to the aging housing stock, with a significant portion of homes being over 20 years old. The report predicts that by 2025, second-hand housing transactions will account for 70% of the market, which will likely stimulate renovation activities [7][9]. - Policy adjustments have been noted, with government signals indicating support for the real estate sector, including tax incentives for housing transactions. This is expected to positively influence market sentiment and investment in the building materials sector [9]. Summary by Sections Industry Overview - The building materials industry has faced five years of challenges, but recent developments suggest a potential recovery. The report emphasizes the importance of viewing the industry from a long-term perspective [4][5]. Capacity and Production - The report highlights a significant reduction in production capacity across various segments, including a 38% decline in waterproof materials and a 1.6 billion ton reduction in cement capacity, which has alleviated supply pressures [4][5]. Strategic Transformations - Notable companies have successfully navigated strategic transformations, with improvements in asset quality and revenue growth. For instance, Dongfang Yuhong has seen a substantial increase in retail business revenue [6]. Demand Dynamics - The report anticipates a shift in demand dynamics, particularly in the renovation market, driven by an aging housing stock and changing consumer preferences. This is expected to lead to increased demand for building materials [7]. Policy Environment - Recent policy changes are viewed as supportive of the real estate market, with indications of government backing for housing transactions and urban renewal initiatives [9]. Investment Recommendations - The report suggests focusing on core consumer building materials stocks, particularly those positioned to benefit from anticipated increases in construction activity and renovation demand [9].

建材、地产等板块ETF领涨 数据显示，截至2026年1月20日，全市场1310只股票ETF总规模达4.75万亿元。 【导读】本周二股票ETF资金净流出超500亿元 本周二（1月20日），A股市场再度调整，三大指数集体收跌，创业板指一度跌超2%。 部分资金继续选择兑现离场。周二全市场股票ETF（含跨境ETF）资金净流出超500亿元。沪深300、中证500、上证50、中证1000、科创50、创业板等宽 基ETF是资金净流出较多的品种，6只单日净流出超50亿元，最大单只单日净流出超百亿元。 实际上，过去四个交易日，股票ETF合计净流出已超2400亿元，其中本周两个交易日资金净流出超过920亿元。 具体到指数维度，1月20日电网设备主题单日净流入居前，达27.55亿元，沪深300指数单日净流出居前，达318.86亿元。从5日角度观测，近期资金流入电 网设备主题指数超81亿元，半导体材料设备超68亿元。 | | | | 股票ETF资金净流入排行 | | | | | --- | --- | --- | --- | --- | --- | --- | | 排行 | 证券简称 | 最新规模 (亿元) | 份额变化 (4243 ...

受隔夜欧美股市大跌影响，港股上午盘三大指数低开盘初冲高回落，恒生指数跌0.15%，国企指数跌 0.26%，恒生科技指数涨0.14%。权重科技股走势分化，百度涨超3%，小米跌超2%续创阶段新低；金价 突破4830美元，紫金黄金国际、招金矿业、灵宝黄金等股再创历史新高，消费电子概念股、半导体股走 势活跃。另外，体育用品板块跌幅居前，昨日拉升的内房股再度低迷，建材水泥股跟跌。(格隆汇) ...

【华福建筑建材】地产及地产链大涨点评：上层态度变化、政策渴望以及板块高低切的共振 今天地产及建筑建材板块大涨，主要源于市场传闻上海政策放松以及后续有更大力度政策出台。 我们认为当前时点需要重新看待地产及地产链板块： 开年以来，《求是》刊发重磅评论《改善和稳定房地产市场预期》，并连发六篇钟才平文章署名文章论怎么干经 济，对于房地产重点提出了：1）认可了房地产显著的金融资产属性，是居民财富的核心载 【华福建筑建材】地产及地产链大涨点评：上层态度变化、政策渴望以及板块高低切的共振 一方面，在数据全面下滑下，市场亟待政策发力；另一方面尽管数据依然疲软，但其对建材行业的边际负面影响 已明显减弱。 基本面方面，建材行业投资逻辑核心在于"供给侧改善"先于"需求侧复苏"。 在"反内卷"等政策导向下，水泥等行业的价格协同初见成效，盈利水平持续修复；防水、涂料等消费建材行业已 步入最后的尾部出清阶段，竞争格局优化，部分细分赛道龙头的毛利率、费用率等已在积极变化，并有望率先迎 来业绩拐点。 推荐逻辑上：我们首先推荐关注受益于地产政策传闻的高信用、高品质的开发类房企：招商蛇口、滨江集团；同 时推荐关注受益于地产需求修复预期的地产链细 ...

Core Viewpoint - The "14th Five-Year Plan" period is a crucial time for Shanxi to achieve high-quality development and deepen comprehensive transformation, laying a solid foundation for the realization of socialist modernization [1] Group 1: Development Opportunities - The overall judgment for Shanxi's development during the "14th Five-Year Plan" period is that opportunities outweigh challenges, with favorable conditions stronger than unfavorable factors [2] - Xi Jinping's personal attention and guidance for Shanxi's development provide significant confidence and support for the province [2] - The upcoming national policies and strategic measures during the "14th Five-Year Plan" period, such as constructing a new energy system and modern industrial system, offer broad space and rare opportunities for Shanxi's development [2] Group 2: Development Advantages - Shanxi is an important birthplace of Chinese civilization and a key energy base, with rich resources in coal and other minerals, as well as a strong foundation in traditional industries like electricity, steel, and chemicals [2] - The province has a unique geographical position and is well-connected, which enhances its importance in the national development landscape [2] - Achievements during the "13th Five-Year Plan" period have laid a solid foundation for high-quality development and modernization in the "14th Five-Year Plan" period [2] Group 3: Challenges and Issues - Shanxi faces prominent issues of unbalanced and insufficient development, with structural, institutional, and quality-related contradictions in its resource-based economy [2] - The transition from old to new growth drivers is still in progress, and there are significant shortcomings in ecological protection and public welfare [2] - The peak in coal consumption expected in the next five years poses urgent demands for industrial transformation and upgrading [2] Group 4: Development Principles - The overall requirements for economic and social development during the "14th Five-Year Plan" period include adherence to Marxism, comprehensive implementation of Xi Jinping's thoughts, and alignment with national strategic deployments [3] - Key principles include maintaining the Party's leadership, prioritizing high-quality development, and ensuring effective market and government collaboration [3] - The focus is on promoting economic growth, enhancing people's well-being, and ensuring decisive progress towards socialist modernization [3]