Group 1 - The "豫知1期" asset-backed special plan will provide transfer services starting from February 10, 2026, using various transaction methods [1] - Professional investors holding Shenzhen A-share and fund accounts can participate in the transfer business of "豫知1期" [1] - The establishment date of "豫知1期" is January 9, 2026, with priority asset-backed securities named "豫知1优" and a code of "500064," maturing on January 10, 2028, with repayment and interest payment at maturity [1] - Members of the exchange must provide a comprehensive introduction to relevant business rules and require investors to sign a risk disclosure document before participating in the transfer business [1] Group 2 - The transfer and related matters of "豫知1期" will be governed by the Shenzhen Stock Exchange Bond Trading Rules and other relevant regulations [2] Group 3 - The announcement was made by the Shenzhen Stock Exchange on February 6, 2026 [3]

其中，自2021年11月开板以来，北交所已接纳292家源自新三板的公司，成为最主要的承接平 台，培育了贝特瑞、锦波生物、星图测控、曙光数创等市值过百亿元的优质公司；沪深交易所作 为成熟的主阵地，持续吸纳来自新三板的成长型企业，例如今年A股首只新股陕西旅游，以及 2025年上市的天溯计量、信通电子、禾元生物、华新精科等；港股、美股则为新三板企业展现多 元路径，泡泡玛特、西普尼、健康160、经纬天地等在港股上市后大放异彩。 数据显示，2025年挂牌的公司中，国家级专精特新"小巨人"企业占比超过50%。这标志着新三板 的吸引力与筛选功能正在发生转变，越来越多的创新型、成长型中小企业将其作为规范发展、对 接更高层次资本市场的"预科班"。众多具备专精特新特质的企业明确将新三板挂牌视为迈向公开 资本市场的重要一步。这些企业从挂牌伊始便倾向于以更高的规范性要求进行自我准备，从而整 体提升质量基底。 "育苗"的最终目的是"移栽"与"成林"。数据显示，自2020年以来，新三板已累计向A股市场（含 沪深北交易所）输送670多家企业，成为A股上市公司最重要的后备军之一。这一输送通道的持续 畅通，体现了我国多层次资本市场层层递进、有 ...

日韩股市大幅高开。 消息面上，据日本广播协会9日报道，在8日举行的日本众议院选举中，由自民党和日本维新会组成的执政联盟获得过半数议席。日本广播协会发 布的开票数据显示，自民党获得316个议席，日本维新会获得36个议席。在野党方面，由立宪民主党和公明党共同组建的新党"中道改革联合"获 得49个议席，国民民主党获得28个议席，参政党获得15个议席，新兴政党"未来团队"获得11个议席，日本共产党获得4个议席。 截至发稿，韩国KOSPI指数涨超4%。 | ● 韩国KOSPI200 | 781.36 33.26 4.45% | | --- | --- | | ● 韩国KOSPI | 5296.38 207.24 4.07% | 责编：万健祎 校对： 刘星莹 版权声明 2月9日，日韩股市大幅高开，截至发稿，日经225指数涨幅超过5%。 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体法律责任的权利。 上周五（2月6日），美股三大股指全线大涨，截至收盘，道指大涨2.47%，涨超1200点，报50115.67点，首次站上5万点关口；标普500指数上涨 1.97%，创出自去年5月 ...

| 指数 | 收盘 | | 涨跌（％） | | | --- | --- | --- | --- | --- | | 名称 | （点） | 1 日 | 5 日 | 1 月 | | 上证指数 | 4066 | -0.25 | -0.44 | -1.27 | | 深证综指 | 2650 | -0.04 | 1.21 | -1.27 | | 风格指数 (％) | 昨日 | 近 1 个月 | 近 6 个月 | | --- | --- | --- | --- | | 大盘指数 | -0.59 | -3.66 | 12.69 | | 中盘指数 | -0.12 | 2.43 | 27.18 | | 小盘指数 | -0.09 | 3.15 | 20.55 | | 涨幅居前 行业(％) | 昨日 | 近 1 个月 | 近 6 个月 | | --- | --- | --- | --- | | 油服工程 | 3.75 | 25.48 | 31.12 | | 饰品 | 3.1 | 14.09 | 4.75 | | 化学纤维 | 2.71 | 4.23 | 24.5 | | 化学制品 | 2.63 | 6.2 | 24.95 | | 电 ...

瑞和数智公布，已于2026年2月6日完成配售约1.08亿股配售股份，每股配售股份0.783港元，净筹约8429 万港元。 香港联交所最新资料显示，2月6日，瑞和数智(03680)股东将股票存入远源证券，存仓市值1.65亿港元， 占比13.21%。 ...

瑞和数智公布，已于2026年2月6日完成配售约1.08亿股配售股份，每股配售股份0.783港元，净筹约8429 万港元。 智通财经APP获悉，香港联交所最新资料显示，2月6日，瑞和数智(03680)股东将股票存入远源证券，存 仓市值1.65亿港元，占比13.21%。 ...

1、道指历史首次站上5万点！中概股指数涨超3%，白银、比特币集体暴涨 类型：市场 情绪影响：正面 上周五全球资产集体爆发，标普500指数迎来自去年5月以来的最大单日涨幅，道指也历史性地站上了5 万点关口。英伟达单日涨超7%，市值增加超3200亿美元，纳斯达克中国金龙指数大涨3.71%。代表着极 致风险偏好的现货白银周五反弹近10%，比特币也涨近12%。 2、商业航天突传大消息！我国成功发射可重复使用试验航天器 类型：行业 盘前要闻 情绪影响：正面 2月7日，我国在酒泉卫星发射中心使用长征二号F运载火箭，成功发射一型可重复使用试验航天器。试 验航天器将按计划开展可重复使用试验航天器技术验证，为和平利用太空提供技术支撑。有分析指出， 随着2026年我国可重复使用试验航天器技术验证的成功，商业航天有望步入高频发射常态化阶段。 3、国常会研究促进有效投资政策措施，深入谋划实施一批重大举措、重大项目 类型：宏观 情绪影响：正面 上周五晚间国常会提出，促进有效投资对于稳定经济增长、增强发展后劲具有重要作用。在基础设施、 城市更新、公共服务、新兴产业和未来产业等重点领域，深入谋划推动一批重大项目、重大工程。要更 好发挥央国 ...

点击按钮▲立即预约 " 节前 5 个交易日胜率仅 33% ， 10 个交易日胜率 25% ，而节后胜率高达 100% 。 " 文 /巴九灵（微信公众号：吴晓波频道） 各位，多久没有在牛市里过春节了？ 打开行情软件，上一次经历"牛市+春节"的，还是在2015年，再上一次，就要追溯到2007年，是实打实的"十年一遇"。 考虑到如今的投资者里，有不少是95后、00后萌新，对他们而言，"牛市春节"显然是个陌生事物。 据 上交所最新的数据 ： 2026 年 1 月 A 股新开户 491.58 万户 ，环比增长 89% ，同比和去年 1 月份的 157 万户相比，同比增长 213%——存款 搬家，新人入场，热闹的行情也到了个科普的节点：牛市怎么过春节？ 今天的文章，我们就结合当前的一些机构判断，以及需要注意的交易常识，为大家接下来的决定做个参考。 在此之前，不妨先做个也能成为参考的调查：无论是炒股还是买基金等，这个春节，各位是准备"持股过节""空仓过节""半仓过节"? 需要了解的"规则差" 对投资们来说，未来一周，不仅是辞旧迎新，更是迎来了一个决定时刻。 原因首先在于"规则"，据沪深北三大交易所发布的公告，2月14日 （ ...

Macro and Strategy Research - In January 2026, the central bank's liquidity net injection reached 1.2 trillion yuan, an increase of nearly 400 billion yuan compared to December 2025, indicating a supportive stance on liquidity [3] - The issuance of interest rate bonds in January 2026 totaled 2.7 trillion yuan, a year-on-year increase of over 600 billion yuan, with significant growth in government bonds, local bonds, and policy financial bonds [4] - The bond market outlook suggests that if the liquidity remains stable, interest rate bonds may show a strong oscillation pattern, with a focus on 3-year bonds and ultra-long-term bonds for potential gains [5] Industry Research - The pharmaceutical and biotechnology industry is seeing a concentration of performance forecasts, with key developments including the approval of new drugs and significant partnerships among companies [10][11] - The SW pharmaceutical and biotechnology index saw a decline of 0.97% in the week of January 30 to February 5, 2026, with the industry’s price-to-earnings ratio at 51.01 times, reflecting a 261% premium over the CSI 300 index [11] - The report suggests focusing on investment opportunities in innovative drugs, CXO, and upstream life sciences, as well as monitoring companies that are expected to show a turnaround in performance [12]

Core Viewpoint - The A-share market is expected to experience a cautious sentiment ahead of the Spring Festival, with the prevailing advice from institutions being to "hold stocks during the holiday" due to historical trends indicating a higher probability of market gains post-holiday [1][3]. Market Trends - Historical data shows that the probability of market gains after the Spring Festival is significantly higher than before, with a 70% chance of an increase in the first five trading days post-holiday, and the expected gain for 2024 is projected at 4.85% [1][2]. - The market typically exhibits a pattern of "reduced volume before the holiday and increased volume afterward" [1]. Institutional Recommendations - Multiple securities firms, including Guangda Securities and Huajin Securities, suggest maintaining stock positions through the holiday, anticipating a rebound in market activity post-festival [3][4]. - Citic Securities indicates that the spring market rally is likely to continue after the holiday, despite recent adjustments, and recommends holding stocks during the holiday [5][6]. Economic and Liquidity Outlook - Economic and profit expectations are anticipated to improve during the Spring Festival, with favorable consumer data expected [4]. - Liquidity is expected to remain loose, with potential increases in net injections by the central bank and a stable level of market funds before the holiday [4]. Sector Performance - Technology growth and certain cyclical sectors are expected to outperform, supported by policy initiatives and ongoing industry trends [5][7]. - There is a potential for a rebound in sectors such as pharmaceuticals, computing, chemicals, and non-bank financials, which have historically low valuation percentiles [5][6]. Market Sentiment and Style Rotation - The market sentiment is expected to stabilize post-adjustment, with a notable rotation in style from large-cap to small-cap stocks after the holiday [6][7]. - The "Spring Festival effect" and increasing event catalysts are likely to create a favorable environment for market recovery [7].