格隆汇1月26日丨宏润建设(002062.SZ)近日接受特定对象调研时表示，2026 年，公司目标是机器人业务 小批量订单落地，实现营业收入。同时，二次开发产品实现工程场景应用，以进一步提升公司在基础设 施施工领域的科技含量和技术亮点。 ...

格隆汇1月26日丨宏润建设(002062.SZ)近日接受特定对象调研时表示，2026 年，公司目标是机器人业务 小批量订单落地，实现营业收入。同时，二次开发产品实现工程场景应用，以进一步提升公司在基础设 施施工领域的科技含量和技术亮点。 ...

Core Viewpoint - The successful issuance of corporate bonds by Shanghai Fengxian Transportation Energy Group Co., Ltd. demonstrates the company's strong market position and ability to secure low-cost financing, which will support its infrastructure development and economic growth in the Fengxian District [2][3]. Group 1 - The bond issuance amounted to 800 million yuan, with a term of 3+2 years and an interest rate of 2.02%, achieving a subscription multiple of 3.76 times, marking the lowest issuance rate for the issuer's various bond products [2]. - The issuance enhances the brand influence of Shenwan Hongyuan Securities in the capital market at the district level and plays a crucial role in broadening financing channels and optimizing the business model for the issuer [2]. - The issuer is a key player in infrastructure construction and public utility operations in Fengxian District, benefiting from development opportunities presented by the "Lingang New Area" and "Five New Cities" initiatives [2]. Group 2 - The successful bond issuance is a result of effective collaboration between Shenwan Hongyuan's fixed income financing headquarters and local securities offices, reinforcing the company's leading position in the Yangtze River Delta bond market [3]. - The financing provides low-cost, long-term stable funding for Fengxian Transportation Energy Group, optimizing its financial structure and enhancing its market image [3]. - Shenwan Hongyuan aims to continue supporting national strategies and the real economy, focusing on key regions and core clients to promote high-quality regional economic development [3].

西海新闻记者 莫青 市场里，卖牦牛肉的才仁摊开新鲜上市的肉品，笑着盘点今年的收入；校园中，供暖改造后的教室温暖 如春，孩子们的读书声格外清脆；广袤的草原上，生态管护员卓玛骑摩托车巡护，记录下草木日渐丰茂 的景象……这里是玉树藏族自治州囊谦县，一片正在高质量发展的热土，这里每一天都上演着奋斗与收 获的鲜活故事。 过去一年，囊谦县牢牢把握高质量发展这个首要任务，在攻坚克难中砥砺前行，在稳中求进中奋力追 赶，交出了一份厚重提气的年度答卷。这答卷，写在百姓的笑脸上，印在发展的足迹中，更融于这片秘 境山河的日新月异里。 "家人们看过来，这是我们囊谦纯正的黑青稞糌粑，高原阳光的味道！"在《种地吧3》的直播现场，本 土主播吾周热情地推荐家乡特产。屏幕另一端，订单纷至沓来。一场场这样的直播，将秘境珍馐送往全 国。流量变成"新农资"，直播间成了"新牧场"，传统农牧业在融合创新中迸发新活力。 农牧业底盘持续夯实，坚决守住耕地红线，完成农作物种植13.26万亩，黑青稞种植面积稳定增长。畜 牧业转型步伐加快，落实"月月出栏"，全年出栏牛羊7.3万头（只），商品化率有效提升。文旅产业异 军突起，成为亮丽名片。借力顶级IP《种地吧3》开 ...

2025年推动成渝地区双城经济圈建设"十项行动"年度重大项目建设硕果盈枝，181个重大项目累计完成投资2961.44亿元，年度投资完成率114.96%，重点 领域齐头并进、多点开花，为推动成渝地区双城经济圈建设走深走实注入澎湃动能。 01基础设施网络：织密互联互通"硬支撑" 现代基础设施项目完成投资1365.86亿元，年度投资完成率104.77%。面对紧张建设工期和复杂施工条件，参建各方攻坚克难，以技术与管理"双创新"破解 难题，一批关键控制性工程取得重大突破，现代基础设施网络建设跑出"加速度"。 先进制造业取得新进展：涪陵6英寸IGBT功率半导体生产线进入试运行，在超薄背面工艺等核心技术上实现突破；丰都玻璃纤维及高性能复合材料产业基 地一期主体厂房顺利封顶。 新能源产业势头强劲：智能网联新能源汽车线控底盘及轻量化中心竣工投用，助力突破核心零部件自主化瓶颈；江苏厚生新能源锂电池隔膜生产西南基地 项目加速量产，填补区域高端隔膜产能空白，为成渝地区打造国家级新能源产业集群筑牢根基、拓宽赛道。 03科技创新与开放合作：激发内外联动"新动能" 科技创新与开放项目完成投资172.71亿元，年度投资完成率125.43%。 ...

文兵充分肯定了集团基础设施业务在"十四五"时期取得的成绩。他指出，五年来，集团始终把做强做优做大基建业务作为核心战略、长期战略，积极抢抓 国家政策机遇，基建业务服务大局坚决有力、支柱作用充分彰显、细分优势显著增强、品牌形象更加闪亮，成为集团践行国家战略的坚实力量和穿越行业 周期的重要基石。基础部在市场开拓中勇作为，在履约攻坚中聚合力，在创新转型中打头阵，在党建赋能中强保障，为基建业务高质量发展作出重要贡 献。 1月24日，基础部（中建基础）2026年党的建设工作会议、二届三次职代会议暨2026年工作会议在京召开。中建集团党组副书记、总经理文兵出席会议并 讲话，党组成员、副总经理吴爱国出席会议。 集团投资部、市场管理部、项目履约管理部，基础部（中建基础）有关负责人参加会议。【企业文化部，基础部（中建基础）供稿】 文兵强调，基础设施业务是集团重要主业，要着眼"十五五"，进一步立足全局找准定位、强化担当，奋力做到质量更高、动能更足、品牌更响，为集团发 展大局提供更加有力支撑。新的一年，基础部要继续深入践行职责使命，在落实集团"六大任务"中展现更大作为。要认真抓好发展规划编制，紧跟政策导 向，把准业务阶段性特征，综合 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - In the week of January 19 - 23, the stock market had large - scale net outflows of funds from important index ETFs, but the main indices were still oscillating strongly. The bond market was affected by regulatory news and the central bank's actions, with the 10 - year Treasury bond rate falling. The convertible bond market generally rose, with the CSI Convertible Bond Index up 2.92% [1][7][8]. - In the context of strong equity market sentiment and tight supply - demand of convertible bonds, the convertible bond market continued to rise last week, with the CSI Convertible Bond Index hitting a new high in nearly 10 years. It is recommended to avoid the risks of individual bonds with high redemption pressure and limited upward driving force of the underlying stocks [2][17]. - Looking forward, although the valuation vulnerability of the convertible bond market has further increased, the upward trend of the equity market is clear, providing support for convertible bond valuation. In the coming week, it is advisable to focus on sectors with high performance certainty and low - valuation leading stocks in under - performing industries [3][18]. 3. Summary by Relevant Catalogs 3.1 Market Focus (January 19 - 23) - **Stock Market**: There were large - scale net outflows of funds from important index ETFs, but the main indices were oscillating strongly with daily trading volume above 2.5 trillion yuan. The "15th Five - Year Plan" for power grid investment boosted the power grid equipment sector, and precious metals rose significantly due to global geopolitical situations. Different sectors showed fragmented performance on different days, and most Shenwan primary industries rose, with building materials, petroleum and petrochemicals, etc. leading the gains, while banks, communication, etc. lagging behind [1][7][8]. - **Bond Market**: The economic data announced last week was in line with expectations. The mid - week capital situation was tight but improved after the central bank's intervention. News of regulatory intention to cool the equity market was favorable for the bond market sentiment. The 10 - year Treasury bond rate closed at 1.8298% on Friday, down 1.26bp from the previous week [1][7][8]. - **Convertible Bond Market**: Most convertible bond individual securities rose. The CSI Convertible Bond Index was up 2.92% for the week, the median price was up 3.01%, and the arithmetic average parity was up 3.66%. The overall conversion premium rate decreased by 0.96% compared with the previous week. The textile and clothing, steel, and petroleum and petrochemical sectors in the convertible bond market led the gains, while social services, media, etc. lagged behind. In terms of individual bonds, Jiamei, Fuxin, etc. had the top gains, while Dongshi, Yinbang, etc. had the top losses. The total trading volume of the convertible bond market last week was 4395.97 billion yuan, with an average daily trading volume of 879.19 billion yuan, a decrease from the previous week [1][8][12]. 3.2 Views and Strategies (January 26 - 30) - **Risk Avoidance**: Strengthen the expected management of individual bond redemptions. Due to the "unexpected redemptions" of some targets at the beginning of the week, the valuation of high - parity convertible bonds was compressed. It is recommended to avoid the risks of individual bonds with high redemption pressure and limited upward driving force of the underlying stocks by considering factors such as remaining term and short - term stock price demands [2][17]. - **Investment Suggestions**: Although the valuation vulnerability of the convertible bond market has increased, the upward trend of the equity market provides support for convertible bond valuation. In the week of January 26 - 30, it is advisable to focus on sectors with high performance certainty such as semiconductor equipment and materials, chemical industry, lithium battery, CXO, etc., and low - valuation leading stocks in under - performing industries for absolute return funds [3][18]. 3.3 Valuation Overview - As of January 23, the average conversion premium rates of equity - biased convertible bonds in different price ranges were at high percentile values since 2010 and 2021. The average YTM of debt - biased convertible bonds with a parity below 70 yuan was - 5.66%, at the 0%/1% percentile since 2010 and 2021. The average implied volatility of all convertible bonds and the difference between the implied volatility and the long - term actual volatility of the underlying stocks were also at high percentile values [19]. 3.4 Primary Market Tracking - **Last Week (January 19 - 23)**: Aiwei and Longjian convertible bonds announced their issuance, and no convertible bonds were listed. Aiwei Convertible Bond has a scale of 19.01 billion yuan, and Longjian Convertible Bond has a scale of 10 billion yuan [26][27]. - **Next Week (January 26 - 30)**: No convertible bonds are announced for issuance, and Lianrui Convertible Bond will be listed, with a scale of 6.95 billion yuan [28][29]. - **Overall Situation**: As of January 23, there were 97 convertible bonds to be issued, with a total scale of 1522.3 billion yuan, including 8 that have been approved for registration, with a total scale of 61.6 billion yuan [30].

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在服务对外开放方面，中国-中亚贸易畅通合作平台上升为国家级平台，中阿产能合作示范园产业 聚集态势初步显现。科技创新上，省属企业新增一批国家级创新平台、国家级专精特新"小巨人"企业、 高新技术企业、省产业技术工程化中心。省属企业参与出资组建的省战新产业母基金集群累计投资项目 202个，撬动社会资本形成2025亿元管理规模。 2026年，全省国资国企将坚持经营质效稳中有进，坚定不移做强特色优势产业，大力布局发展战略 性新兴产业，深入实施"人工智能+"行动，在推动科技创新和产业创新融合发展上展现更大担当作为。 1月23日，记者从省属企业和设区市国资委负责人会议上获悉，2025年省、市国有企业经营发展稳 中向好，省属企业共完成投资1603亿元。在煤电油气粮等重要物资保供以及高速公路、铁路、港口、机 场等基础设施建设运营方面，发挥重要作用。国有企业改革深化提升行动顺利收官，全省318项改革任 务全面完成。 ...

智通财经APP讯，中国交通建设(01800)发布公告，于2026年1月22日，该公司斥资1068.37万元回购 125.88万股A股。 ...