（原标题：海兴电力(603556.SH)：累计回购491.72万股公司股份） 格隆汇1月4日丨海兴电力(603556.SH)公布，截至2025年12月31日，公司通过集中竞价交易方式已累计 回购公司股份491.72万股，占公司总股本的比例为1.01%，回购的最高成交价格为人民币28.76元/股，最 低成交价为人民币26.20元/股，已支付的总金额为133,650,988.40元(不含交易费用)。上述回购股份符合 法律法规、规范性文件的规定及公司回购股份方案。 ...

2026年的第一个交易日，港股走势强劲，迎来开门红。截至收盘，港股恒生指数涨2.76%，报26338.47 点，恒生科技指数涨4%，报5736.44点，国企指数涨2.86%，报9168.99点，红筹指数涨1.7%，报4083.91 点。 大型科技股中，阿里巴巴-W涨4.34%，腾讯控股涨4.01%，京东集团-SW涨3.14%，小米集团-W涨 2.49%，网易-S涨6.62%，美团-W涨1.26%，快手-W涨3.6%，哔哩哔哩-W涨3.53%。 尤为值得一提的是，百度股价大涨超9%。百度集团发布公告称，其子公司昆仑芯已于1月1日通过其联 席保荐人以保密形式，向香港联交所提交上市申请表格，申请在主板上市及买卖。香港联交所已确认百 度可进行建议分拆。昆仑芯上市完成后，仍将是百度的附属公司。 半导体板块强势，华虹半导体上涨超9%。华虹半导体发布多份公告表示，公司拟通过发行股份方式向 华虹集团等4名交易对方购买其合计持有的华力微97.4988%股权，并拟向不超过35名符合条件的特定对 象发行股票募集配套资金。此次交易对价为82.68亿元人民币，拟配套募集资金75.56亿元人民币。 电力设备股大涨，金风科技涨超20%。1 ...

截至午间收盘，港股恒生指数涨2.18%，报26189.79点，恒生科技指数涨3.38%，报5702.56点，国企指 数涨2.26%，报9115.17点，红筹指数涨1.04%，报4057.23点。 大型科技股中，阿里巴巴-W涨3.15%，腾讯控股涨3.01%，京东集团-SW涨2.69%，小米集团-W涨 2.44%，网易-S涨5.87%，美团-W涨1.55%，快手-W涨3.13%，哔哩哔哩-W涨2.64%。 百度集团-SW上涨7.45%，旗下昆仑芯已通过保密形式向港交所提交上市申请（A1表格），拟分拆独立 上市。 半导体板块强势，华虹半导体上涨9.89%。华虹半导体发布多份公告表示，公司拟通过发行股份方式向 华虹集团等4名交易对方购买其合计持有的华力微97.4988%股权，并拟向不超过35名符合条件的特定对 象发行股票募集配套资金。此次交易对价为82.68亿元人民币，拟配套募集资金75.56亿元人民币。 电力设备股大涨，金风科技涨超17%。12月31日，上交所官网信息显示，蓝箭航天空间科技股份有限公 司科创板IPO申请获受理，正式冲刺科创板"商业火箭第一股"。根据招股书申报稿，蓝箭航天目前仍处 于亏损状态，拟采用 ...

（记者 王晓波） 东方电气（600875.SH）12月31日在投资者互动平台表示，公司已在全国布局超15个（含在投）主机制 造基地。 每经AI快讯，有投资者在投资者互动平台提问：咱们公司在国内有几个风电主机生产基地，风电机组 交付的平均运输距离如何？海上风电的平均叶片长度比陆上风电的大，是因为大兆瓦机重量原因陆路运 输难度大吗？ ...

Market Overview - The Hang Seng Index closed at 25,855, down 0.86% for the day but up 28.89% year-to-date[1] - The Hang Seng Technology Index rose 1.74% to 5,578, with a year-to-date increase of 24.85%[1] - The Hang Seng China Enterprises Index increased by 1.12% to 8,991, with a year-to-date rise of 23.34%[1] Sector Performance - Baidu's stock surged nearly 9% due to advancements in AI and smart cloud business, with significant growth in its self-developed AI chip and smart driving orders[7] - The semiconductor sector saw strong gains, with InnoTek rising over 15% and SMIC up more than 4% following Nvidia's announcement of partnerships for a new power architecture[7] - Robotics stocks were active, with Yujing Technology up over 13% and Sanhua Intelligent Control up over 12%, supported by a significant increase in industrial robot production[7] Oil and Entertainment - Oil stocks continued to perform well, with CNOOC rising nearly 4% as international oil prices increased due to geopolitical tensions[7] - The entertainment sector saw a boost, with Emperor Culture Industries rising nearly 9% as the 2025 New Year box office surpassed 5.3 billion yuan, a near eight-year high[7] Economic Indicators - The WTI crude oil price surpassed $58 per barrel, while Brent crude approached $62 per barrel, driven by rising geopolitical risks[7] - The US Federal Reserve indicated potential future interest rate cuts if inflation continues to decline, as noted in the December meeting minutes[11]

Group 1 - The report indicates that China is entering a period of prosperity similar to Japan in 1978, driven by high industrial value added and export ratios, along with continued trade surpluses and wage growth [1][11] - The cash flow statements of the real economy in China have been damaged from 2022 to 2024 due to the Fed's interest rate hikes and a decline in real estate prices, leading to capital outflows and reduced cash flow [2][12] - The resumption of the Fed's interest rate cuts is expected to reverse the outflow of cross-border capital, thereby repairing the cash flow statements of enterprises and households [3][13] Group 2 - The report emphasizes the necessity of debt restructuring in China, drawing parallels with Japan's experience in the 1990s, where failure to act led to prolonged economic stagnation [4][14] - The potential for the Fed's quantitative easing (QE) to provide the necessary liquidity for China's central bank to undertake debt restructuring is highlighted, which could alleviate external constraints on the yuan [4][14] - The year 2026 is projected to mark the beginning of a new prosperity phase for China's economy, with a cyclical shift expected in manufacturing and consumption sectors [6][15] Group 3 - The report recommends a selection of stocks for January 2026, including Huafeng Aluminum, Zijin Mining, and TCL Technology, among others, indicating a focus on sectors poised for growth [9][10] - The automotive sector is highlighted, with Great Wall Motors and Leap Motor being noted for their strategic positioning in high-end and global markets [32][38] - In the chemical sector, Dongfang Tower is recognized for its growth potential driven by increasing potassium and phosphorus production [41][43]

Market Performance - The three major A-share indices showed mixed performance on December 29, with the Shanghai Composite Index up 0.04% to 3965.28 points, while the Shenzhen Component Index fell 0.49% to 13537.1 points and the ChiNext Index dropped 0.66% to 3222.61 points [2] - A total of 1993 stocks rose while 3325 stocks fell across the exchanges, with a total trading volume of 21,393 billion yuan, a decrease from the previous day's 21,601 billion yuan [3] Sector Performance - The defense and military sector saw strong gains, with several stocks hitting the daily limit or rising over 10%, including Aerospace Huanyu and Guangwei Composites [5] - The oil and petrochemical sector led the market, with stocks like Intercontinental Oil and Unified Shares reaching the daily limit, while several banks also experienced gains of over 3% [5] - The lithium battery supply chain faced declines, with significant drops in retail stocks and sectors like Hainan Free Trade Zone and cross-border e-commerce [2][5] Market Outlook - Citic Securities indicated that the A-share market has entered a cross-year rally, driven by positive signals from the Shanghai Composite Index and optimistic expectations from institutional investors [7] - The market is expected to experience a "spring surge" as liquidity improves and policy expectations rise, with the overall market showing signs of strength [7] - Guosheng Securities noted that while the market is still in a phase of adjustment, there are opportunities for investors to position themselves ahead of potential upward movements [8] Investment Recommendations - Huatai Securities suggested that despite a short-term market adjustment, there is potential for a spring rally, recommending investments in sectors such as batteries, chemicals, military, and consumer goods [9] - The report emphasized the importance of focusing on stocks with pricing power and policy support within these sectors [9]

登录新浪财经APP 搜索【信披】查看更多考评等级 受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我们！ 一、信披违规被立案 大烨智能（维权）发布公告，称公司于2025年12月26日收到中国证监会下发的《立案告知书》，因涉嫌 信息披露违法违规被立案调查。一份来自中国证监会的立案告知书，让大烨智能的投资者们在2025年最 后一周陷入维权焦虑。 大烨智能在公告中强调，目前公司各项生产经营活动均正常开展，立案事项不会对正常生产经营产生重 大影响。 梳理公司过往公告，上一次违规已是2022年，此次被立案的缘由仍需监管的调查报告才能明确。 但是对于该公司股价来说，立案消息发布后相当长一段时间内将持续承压。截止三季度，公司股东人数 18531户，对于这些投资者来说，参与维权是挽回损失的途径。 上海沪紫律师事务所刘鹏律师表示暂定于2025年12月26日（含当日）之前买入，并在2025年12月27 日之后卖出或仍持有而亏损即可加入索赔。（大烨智能维权入口） 二、公司业 ...

据统计，截至2025年10月底，特锐德运营公共充电终端达85.5万台，其中直流充电终端51.3万台，市场 份额约24%，排名全国第一；2025年1—10月充电量超过156亿度，市场份额约23%，居行业首位。 特锐德积极探索"充电网+微电网+虚拟电厂"的新业态。依托自主研发的人工智能预测系统，公司实现 了对充电量、光伏输出功率的精准预测，并深度参与电网互动。截至2025年6月底，特锐德具备虚拟电 厂条件、可参与调度的电站超过7700座。 作为国内电力设备制造与充电网建设运营的领军企业，特锐德（300001）紧扣国家战略，以"智能制造 +集成服务"和电动汽车充电网两大主业为核心，在"源网荷储"深度协同与全球化布局上实现了跨越式发 展，交出了一份高质量发展的答卷。 近年来，特锐德敏锐捕捉新型电力系统建设机遇，持续深化预制化、模块化、智能化的发展路径。面对 新能源高比例接入带来的电网柔性化需求，构建了覆盖新能源发电、电网关键节点和用户侧的高端电力 装备及系统解决方案能力。 这五年，特锐德在国际化方面取得实质性突破，其高压移动式预制舱变电站项目成功落地沙特国家电 网，以模块化、快速部署、数字化运维的整体解决方案，回应了 ...

本次交易属于公司日常经营业务，合同金额约占公司最近一期经审计营业收入的3.52%。2024年公司四 大/六大管道业务签订合同18.79亿元，本合同的顺利实施有利于公司进一步提高四大/六大管道市场占有 率，提升公司在行业内的市场影响力，增强公司在四大/六大管道领域的品牌影响力。 华电科工（601226）(601226.SH)发布公告，近日，公司与江苏国信（002608）扬州发电有限责任公司 签署了《国信扬电三期2×100万千瓦扩建项目六大管道管材管件及工厂化配制采购合同》，合同金额约 为2.65亿元(含税)。公司为该项目提供的100万千瓦超超临界二次再热燃煤发电机组，具有高效清洁、技 术创新、调峰能力强、智慧化程度高的特点。 ...