据瑞恩资本统计，2026年首月，香港新上市公司共13家(12家主板上市、1家GEM上市)，募资413.08亿 (港元，下同)，新上市数量较上年同期增5家或62.5%，募资金额同比增加353.26亿或5.91倍。 一、基本情况-目前上市公司2694家(截至2026年1月31日) | 香港上市公司市值/数量 | | | | | --- | --- | --- | --- | | | 2026.01.31 | 2025.12.31 | 增减 | | 香港上市公司数量(家) | | | | | 主板 | 2,382 | 2.374 | 8 | | GEM | 312 | 312 | | | 음计 | 2.694 | 2.686 | 8 | | 香港上市公司市值(亿港元) | | | | | 主板 | 506,887 | 475.646 | 6.6% | | GEM | 722 | 722 | 0.0% | | 合计 | 507.609 | 476,368 | 6.6% | 截至2026年1月31日，港交所上市公司2,694家，其中主板上市公司2,382家、GEM上市公司312家。 二、新上市数量(2026年1月) 2 ...

空缺半年的第一创业证券掌门之位，终于由股东方高管执掌。来自北京国管的郭川，在2025年底获董事提名，如今正式接过这家上市券商的帅印。 1 新帅就位 如今，他出任第一创业证券董事长，在保障公司战略稳定与合规经营的同时，有望依托北京国管的资源优势，助力公司深化区域布局、优化业务结构。 等待多时后，第一创业证券新任董事长，走到了台前。 2026年2月5日，第一创业召开第五届董事会第八次会议，9名董事一致同意选举郭川为董事长，同时兼任董事会战略与可持续发展委员会主任委员。 在此之前，郭川于2025年12月30日被推选为非独立董事候选人。2026年1月20日，经临时股东会审议当选非独立董事。 而这也是继吴礼顺之后，第一创业证券又一位出身第一大股东的董事长。 2 国资高管 生于1968年4月，郭川在对外经济贸易大学取得高级管理人员工商管理硕士（MBA）学位，具有律师资格。 从履历来看，他长期深耕国有资本运营、上市公司治理与法律合规领域，履历扎实且兼具金融与产业管理经验，能够精准契合公司稳健发展的需求。 早在1991年7月，他就在北京北辰实业集团公司任职，积累了早期国企运营管理经验。自1997年8月起，他历任北辰实业董事会 ...

声扬集团有限公司于2026年2月3日提交了股份变动月报表。截至2026年1月31日，公司法定/注册股本总 额为200,000,000港元，与上月底持平；已发行股份总数为925,255,612股，且无库存股份。 香港联交所最新资料显示，2月6日，声扬集团(08163)股东将股票由中国银行(香港)转入富途证券国际香 港，转仓市值141.24万港元，占比5.09%。 在股份期权方面，根据公司于2020年12月30日股东特别大会上通过的优先购买权计划，截至1月底，结 存股份期权数目为44,236,214股，与上月底相同，1月内未发行新股。 关于可换股票据，公司于2024年 11月27日发行的永久可换股证券，截至上月底已发行总额为81,000,000港元，本月无变动，月底已发行 总额仍为81,000,000港元。 ...

日前，山东证监局更新了行政监管措施处罚，国投证券旗下营业部以及相关责任人被列其中。 据悉，国投证券枣庄青檀中路证券营业部营销活动管理不到位，在营销活动中向投资者赠送实物礼品。 此外，王伟作为该营业部负责人，对上述问题负有直接责任。山东证监局决定对其采取出具警示函的行政监管措施，并记入证券期货市场诚信档案数据库。 | 索 | bm56000001/2026-00001536 | रे | 类 | 行政 | | --- | --- | --- | --- | --- | | 发布机构 | | 发文日期 | | 2021 | | ਸਮ 称 | 关于对于伟采取出具警示函措施的决定 | | | | | 文 특 | 行政监管措施决定书 (2026) 2号 | 主题词 | | | 山东证监局认为上述行为违反了《证券经纪业务管理办法》（证监会令第204号）第八条的规定。该局决定对国投证券枣庄青檀中路证券营业部采取出具警 示函的行政监管措施，并记入证券期货市场诚信档案数据库。 | 索 引 号 | bm56000001/2026-00001535 | स्त्रे 类 | 行政 | | --- | --- | --- | --- ...

没有游资龙虎榜的喧嚣，没有热搜话题的炒作，甚至连财经新闻都只是轻描淡写提了一句，高盛这 波"低调托市"，反而更让人好奇：暴跌日的涨停密码，到底藏在哪？ 谁炒股没经历过"满屏绿"的绝望？打开行情软件的瞬间，心脏跟着指数一起往下坠，手里的票绿得发 亮，账户盈亏数字红得刺眼，连喝口热水都觉得烫嘴。2026年2月5日的A股，就把这种"冰火两重天"的 魔幻行情演到了极致——同花顺数据显示，当天三大指数集体收跌，沪指跌0.64%报4075.92点，深成指 跌1.44%，全市场3719只个股飘绿，亏钱效应拉满，散户们纷纷在股吧吐槽"又被市场按在地上摩擦"。 可就在这一片绿油油里，偏偏有几只股票逆势狂欢，封死涨停板，成为万绿丛中最扎眼的"小红花"。更 让人意外的是，这些涨停股背后，都站着同一个"大佬"——高盛。 据上交所盘后交易公开信息及东方财富持仓数据显示，高盛（中国）证券有限责任公司通过旗下营业 部，以4726手大额买单精准托底，直接托起10只标的集体涨停，其中既有主板10cm稳封的硬核股，也 有创业板20cm狂飙的成长股，封单资金合计超15亿，操作丝滑得像提前"开了挂"。 不像散户今天买明天卖，追涨杀跌慌慌张张，高盛拿 ...

Core Viewpoint - The precious metals market has experienced significant volatility due to overly optimistic investor sentiment, but the long-term bull market for precious metals is not over as long as the U.S. long-term debt issues remain unresolved [1] Group 1: Short-term Market Dynamics - Recent price fluctuations in precious metals are attributed to high implied volatility and potential stop-loss triggers among investors, which may amplify short-term volatility [1] - The current high price levels and volatility suggest caution in the short term, despite the long-term outlook remaining positive [1] Group 2: Long-term Outlook - The fundamental trust in the existing fiat currency system has not fundamentally changed, leading to a positive outlook for precious metals, with expectations of a mid-term rise through 2026 [1] - Investors are encouraged to consider gradual accumulation during price corrections, particularly in physical gold and specific gold ETFs that are exempt from value-added tax [1][1]

Economic Indicators - The U.S. Treasury Secretary supports a strong dollar policy under the Trump administration[4] - Global chip sales are projected to exceed $1 trillion for the first time this year[4] - The average price drop for new passenger cars in January was 37,000 yuan[4] Market Performance - The 2-year U.S. Treasury yield increased by 5.54 basis points to 3.498%[4] - The Nasdaq index rose by 2.18% to close at 23,031.21[5] - The Dow Jones Industrial Average increased by 2.47% to 50,115.67[5] - The S&P 500 index rose by 1.97% to 6,932.30[5] Commodity Prices - The price of Brent crude oil increased by 0.81% to $68.10[5] - The London gold spot price rose by 3.98% to $4,966.61[5] - The CME Bitcoin futures price surged by 10.64% to $70,580.00[5] Currency Exchange - The U.S. dollar to Chinese yuan exchange rate was 6.94, down by 0.01%[5]

Core Viewpoint - The company experiences significant revenue growth driven by active trading, increased marketing efforts, and the consolidation of Maigao Securities, with a focus on financial information services and securities as dual growth engines. The acquisition of Pioneer Fund may provide new momentum for future development [1]. Financial Performance - The company maintains a "Buy" rating with a target price of 144.9 yuan, corresponding to a 90x P/E for 2027. Adjusted revenue and net profit for 2025 are projected at 2.366 billion yuan and 228 million yuan, respectively, reflecting year-on-year increases of 41.01% and 118.7%. Net profit estimates for 2026-2028 are adjusted to 561 million, 981 million, and 1.38 billion yuan, with EPS of 0.92, 1.61, and 2.26 yuan [2][3]. Business Segments - The financial information services business shows steady growth, while the securities business experiences rapid expansion. Total revenue for 2025 is projected at 2.366 billion yuan, with net profit at 228 million yuan, both achieving high growth due to active capital market trading. The average daily trading volume for 2025 is expected to reach 20.003 trillion yuan, a year-on-year increase of 64.07%. The securities business, particularly Maigao Securities, is expected to generate net income from commissions and fees of 505 million yuan, a 110% increase year-on-year, and net interest income of 101 million yuan, a 33% increase [3][4]. Strategic Development - The company adheres to a dual-driven development strategy focusing on financial information services and securities, aiming to create a comprehensive wealth management service platform. The active trading environment and strong demand for wealth management among residents are expected to continue. The number of active users for the securities app is projected to reach 175 million by December 2025, a year-on-year increase of 2.26%. The acquisition of Pioneer Fund is expected to enhance the company's wealth and asset management capabilities, contributing to a positive development trajectory [4][5].

—百亿募资只是表象，真正变的是中国资产的定价方式 当然，热≠易。注册制下仍要过材料与路演两关。递表像投简历，上市才是领证。资本的手伸得快，收得更快。 所以，港股在变什么？它正从"备胎市场"，回到"价值发现"的主场。看懂这一点，才看懂这轮IPO。 年初至今18宗IPO、675.5亿港元募资，同比暴涨1029%，这不是偶发脉冲，而是一轮结构性提速。 第一层变化，是"A+H折价"正在失效。过去H股便宜像常识，如今却被不断打破，甚至出现倒挂。原因不神秘：全球资金在重估中国龙头的现金流与确定 性。当中东、新加坡的长线基金开始扫货，市场就不再只讲"便宜"，而是讲"值不值"。 第二层变化，是制度的"隐形加速"。公众持股比例下调至5%或市值10亿港元，企业赴港成本骤降，相当于给融资通道装上"涡轮"。这不是放水，而是让好 公司少消耗在流程里，把时间用在增长上。 第三层变化，来自AI。短短两个月，12家AI价值链公司上市，基石投资者认购率接近58%。路演现场常见一幕：管理层刚说完商业化节奏，台下已经在算 三年回报。这不是追风口，是算账本。 l 你以为港股只是"情绪反弹"？看看中环清晨的交易大厅：咖啡还没凉，电话已经打爆。 （唐加 ...

Group 1 - The analysis from Nomura Securities indicates that rising US Treasury yields and a weak yen will compel the Kishida administration to shift its policy focus from "old Kishida trade" of fiscal expansion and a weak yen to "new Kishida trade" emphasizing structural and regulatory reforms [1][5] - Following the recent elections, the ruling coalition of the Liberal Democratic Party and Nippon Ishin gained a majority, leading to a significant rise in the Nikkei 225 index, which surpassed 57,000 points for the first time in history [3][4] - The real estate sector led the gains in the Nikkei index, with a rise of over 7%, while companies like CyberAgent Inc. and Advantest saw substantial stock price increases of over 16% and 12%, respectively [3][4] Group 2 - Investment institutions are optimistic about sectors such as defense, artificial intelligence, and semiconductors, which are expected to benefit significantly from Kishida's increased investments in these areas [5][6] - The yen has faced significant depreciation, dropping approximately 6% against the dollar and reaching historical lows against the euro and Swiss franc, which has raised concerns about potential currency intervention [5][7] - Analysts express skepticism about Japanese government bonds, particularly long-term bonds, due to fiscal concerns, although recent yield increases have made them more attractive to some investors [5][6][7]