经济观察网沪深交易所发布关于2026年春节期间港股通交易日安排的通知，2月15日(星期日)至2月23日 (星期一)不提供港股通服务，2月24日(星期二)起照常开通港股通服务。另外，2月14日(星期六)、2月28 日(星期六)为周末休市。 ...

新开户数超1 9万同比增长1 57% 中证数据有限责任公司统计显示，2026年1月两融新开户数达19.05万户，较2025年12月的14.71万户增长29.5%，较2025年1月同期的7.4万户增长157%。 | | | | | | | | | | 融资融券业务月度统计表 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 时间 | 标的证券数量 H) | | 融资融券交易(亿元) | | | 融资融券余额(亿元) | | 开展融资融券业务证券公 미 | | 账户数(户) | | | | | 融资买人金 题 | 融券卖出金 源 | 融资融券交 易金额 | 融资余额 | 融券余额 | 合计 | 证券公司家 જૂત | 营业部数量 | 期末账户数 | 本期新开账 户数 | | 2025. 11 | 4268 | 39, 814. 63 | 151. 76 | 39.966.39 | 24, 564. 68 | 170. 82 | 24.735.50 | વેર | 11614 | 15517348 | ...

Group 1 - Zhang Yidong, a prominent strategist and chief economist, has officially joined Guotai Junan Securities, taking on roles in the executive committee and as head of the equity research department [1][4] - His departure from Industrial Securities was motivated by a desire to focus on overseas markets, particularly in Hong Kong, as part of his career transition [3][4] - Zhang has a strong academic background and extensive experience in the industry, having worked for nearly 20 years at Industrial Securities and received numerous awards for his research [4] Group 2 - Zhang Yidong maintains a positive outlook for the Chinese stock market in 2026, emphasizing the importance of structural opportunities and long-term growth over short-term economic fluctuations [5] - He identifies four key areas for investment in 2026: AI and technology, dividend assets in a low-interest environment, value discovery in traditional industries, and strategic assets like gold and rare earths [5] - Zhang highlights the return of foreign capital to China, particularly through passive ETFs and active management strategies, indicating an increased allocation towards Chinese assets [7]

Market Overview - The market experienced a volume contraction with all three major indices declining. The Shanghai Composite Index fell by 0.64%, the Shenzhen Component by 1.44%, and the ChiNext Index by 1.55% [1] - The total trading volume reached 2.19 trillion, with approximately 3,700 stocks declining and only 1,588 stocks rising [1] Key Highlights Consumer Sector - The consumer sector saw a significant surge, with stocks like Zhongxin Niya, Hangzhou Jiebai, and Lafang Jiahua quickly hitting the upper limit. The Ministry of Commerce and other departments released a plan to boost consumption during the Spring Festival, encouraging local governments to increase subsidies for replacing old consumer goods [3][4] - The plan aims to enhance offline retail support and promote consumer experiences, which is expected to boost consumer confidence and demand [3][4] Fujian Free Trade Zone - The Fujian Free Trade Zone showed unexpected strength, with stocks like Pingtan Development and Haixin Food hitting the upper limit. This was driven by news of the resumption of travel for Shanghai residents to Kinmen and Matsu, enhancing cross-strait exchanges [5][6] AI Animation Sector - The AI application sector, particularly in AI animation, showed signs of recovery. Leading stocks like Hengdian Film and Television rebounded, supported by a partnership announcement between Zhongwen Online and Tencent for animation micro-short drama licensing [7] Financial Sector - The financial sector saw a midday rally, with stocks like Xiamen Bank and Hualin Securities hitting the upper limit. The Shanghai Stock Exchange reported a significant increase in new A-share accounts, with January 2026 seeing 491.58 million new accounts, a 213% year-on-year increase [8][9] - Analysts noted that regulatory encouragement for industry consolidation could enhance competitiveness and resource allocation within the securities sector [9]

Group 1 - Zhang Yidong, a prominent strategist, has joined Guotai Junan after leaving his previous position at Industrial Securities, where he served as the co-director of the Economic and Financial Research Institute and Global Chief Strategist [1][2] - His new role at Guotai Junan includes being a member of the Executive Committee of Haitong International Securities and overseeing the stock research and sales trading departments, focusing on cross-border integration of research operations [1] - Zhang has over 20 years of experience in sell-side research, covering A-shares, Hong Kong stocks, and U.S. markets, and has received numerous accolades, including being the first New Fortune Platinum and Diamond Analyst in the total research field [2] Group 2 - Zhang expressed his desire to focus on overseas business and contribute to telling China's financial story to global investors, emphasizing the importance of seizing China's asset pricing power [3] - He believes that the Chinese stock market is entering a historic opportunity comparable to the real estate boom after 1998, driven by the need for high-quality economic development [3][4] - The revitalization of the asset side of the balance sheet is seen as crucial for unlocking economic potential and achieving high-quality development goals by 2035 and 2049 [4] Group 3 - The stock market is viewed as a key engine for economic growth, similar to the role of real estate post-1998, with state-owned enterprises and asset revaluation leading the way [4] - The consensus among local governments is shifting towards asset securitization and leveraging state-owned resources, with the stock market serving as a pivotal mechanism for this transformation [4] - Zhang's recent insights suggest that the Hong Kong stock market is expected to continue its bull run into 2026, driven by improving profitability and liquidity [5]

元道通信首次公开发行股票的发行费用（不含增值税）合计10,400.14万元，其中，保荐及承销费 8418.12万元。 (责任编辑：马欣) 中国经济网北京2月5日讯 元道通信(301139.SZ)今日股价下跌，截至收盘报18.74元，跌幅4.78%。该股 目前处于破发状态。 元道通信于2022年7月8日在深交所创业板上市，发行股份数量为3040.00万股，占发行后总股本的 25.00%，发行价格38.46元，保荐机构为华融证券股份有限公司，保荐代表人为潘建忠、乔军文。 元道通信首次公开发行股票募集资金总额116,918.40万元，募集资金净额为106,518.26万元。元道通信最 终募集资金净额比原计划多22256.16万元。元道通信于2022年7月4日发布的招股说明书显示，该公司拟 募集资金84,262.10万元，分别用于区域服务网点建设项目、研发中心建设项目、补充流动资金。 ...

记者丨 孙永乐 编辑丨巫燕玲 2月5日，21世纪经济报道记者获悉，原兴业证券全球首席策略分析师、研究院联席院长、海外 研究中心总经理，知名海外策略分析师张忆东，已正式加盟国泰海通，拟出任海通国际证券执 委会委员，股票研究部主管及首席经济学家。 目前，这一任命尚未公开披露，截至2月5日，在证券业协会官网仍无法查询到张忆东的个人从 业登记信息。 正式转型海外业务 去年12月31日，张忆东在个人公众号"张忆东策略世界"发布声明称："经过长时间的慎重考 虑，出于对自己职业生涯后半程的转型规划及家庭因素考量，我已于日前正式向公司提出辞职 申请，即将转型海外业务，专注于香港及海外资本市场的拓展。" 当时，兴业证券经济与金融研究院对此回复21世纪经济报道记者："研究院充分尊重其个人选 择，并对张忆东为卖方研究及海外研究业务发展所作出的杰出贡献表示衷心感谢。" 公开资料显示，张忆东，复旦大学国际金融系学士、硕士，上海交通大学上海高级金融学院 EMBA，是卖方研究领域最具影响力的策略分析师之一，2001年至今已深耕行业24年，先后 十余次获得海外相关奖项评选第一名，是总量领域首位钻石分析师。 在兴业证券，张忆东工作了将近20年 ...

2026年2月4日，本公司兑付了本期短期融资券本息共计人民币40.2亿元。 格隆汇2月5日丨中国银河(601881.SH)公布，公司于2025年10月15日成功发行了中国银河证券股份有限 公司2025年度第二十四期短期融资券（以下简称"本期短期融资券"），本期短期融资券发行额为人民币 40亿元，票面利率为1.66%，短期融资券期限为112天，兑付日期为2026年2月4日。 ...

Group 1 - Morgan Stanley reports significant acceleration in foreign capital inflow and recovery in retail investor sentiment [1] - In January, net inflow from US and EU mutual funds into the Chinese stock market reached $8.6 billion (approximately 59.7 billion RMB), the highest level since October 2024 [1] - New account openings and net inflows from small orders (below 40,000 RMB) in A-shares hit new highs since 2025 [1] Group 2 - Goldman Sachs maintains an optimistic outlook on A-shares, citing broad recognition of "Chinese innovation" and strong interest in AI and robotics themes as factors supporting robust market sentiment for 2026 [1] - International firms like Fidelity International and Wellington Management also express positive views on the future performance of A-shares [1] - Over 100 A-share companies have been investigated by foreign capital this year, with AI companies continuing to attract interest [1]

每经讯，2026年2月5日，北交所上市公司科力股份（920088，收盘价：43.59元）登上龙虎榜，交易方式是连续竞价，披露原因 是当日换手率达到23.72%，成交数量753.94万股，成交金额3.38亿元。买一席位为国信证券股份有限公司深圳互联网分公司，买 入1678.26万元；卖一席位为机构专用，卖出1152.59万元。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 | | 2026-02-05科力股份（920088） 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) | 卖出金额(元) | | ਜੇਟ ਹ | 国信证券股份有限公司深圳互联网分公司 | 16782648.39 | 2067411.45 | | 买2 | 机构专用 | 8850160.57 | 11525921.96 | | ग्रेउ | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 4860172.54 | 5183744.68 | | 买4 | 国金证券股份有限公司深圳分公司 | 4632128.48 | 186168 ...