2月2日，金禾实业跌5.01%，截至发稿，报22.55元/股，成交2.52亿元，换手率1.93%，总市值128.16亿 元。 资料显示，安徽金禾实业股份有限公司位于安徽省滁州市来安县城东大街127号，成立日期2006年12月 25日，上市日期2011年7月7日，公司主营业务涉及食品添加剂、功能性化工品及各种高端中间体、大宗 化学品等产品的研发、生产和销售,服务于食品饮料、日用消费、医药健康、农业环保及先进制造业等 领域的客户。主营业务收入构成为：食品添加剂48.10%，大宗化学品37.84%，功能性化工品及中间体 5.34%，其他4.08%，电3.27%，医药中间体1.30%，贸易0.08%。 从基金十大重仓股角度 华宝收益增长混合A（240008）基金经理为毛文博。 截至发稿，毛文博累计任职时间10年303天，现任基金资产总规模7.03亿元，任职期间最佳基金回报 45.96%， 任职期间最差基金回报-1.34%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@sta ...

Group 1 - The stock price of Guannong Co., Ltd. dropped by 5.06% to 10.31 CNY per share, with a trading volume of 201 million CNY and a turnover rate of 2.47%, resulting in a total market capitalization of 8.011 billion CNY [1] - Guannong Co., Ltd. is located in Korla City, Xinjiang, and was established on December 30, 1999, with its listing date on June 9, 2003. The company specializes in deep processing, trade, warehousing logistics, and supply chain services of Xinjiang specialty agricultural products such as tomatoes, cotton, and sugar beets [1] - The main business revenue composition of Guannong Co., Ltd. is 68.69% from industrial operations, 27.37% from commercial activities, and 3.94% from services and other sectors [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Bosera Asset Management holds shares in Guannong Co., Ltd. The Bosera National Index 2000 ETF (159505) held 5,600 shares in the fourth quarter, accounting for 0.43% of the fund's net value, making it the sixth-largest heavy stock [2] - The Bosera National Index 2000 ETF (159505) was established on November 23, 2023, with a latest scale of 11.9159 million CNY. Year-to-date returns are 10.47%, ranking 1120 out of 5580 in its category; the one-year return is 64.19%, ranking 627 out of 4286; and since inception, the return is 62.42% [2] - The fund manager of Bosera National Index 2000 ETF (159505) is Tang Yibing, who has been in the position for 3 years and 197 days, with a total asset scale of 10.541 billion CNY. The best fund return during his tenure is 98.91%, while the worst is -41.93% [2]

在港股升温的交易日里，多家公募基金也紧锣密鼓地布局港股主题产品，当前无论是主题基金的申报、发行， 还是发行时的屡屡提前结募，都体现出资金对于港股投资方面的一致看多。 展望后市，因长期存在的估值优势，"性价比"成为基金经理看多港股的一大因素。此外，有基金经理认为，随 着全球资本的涌入以及"科技牛"的辐射效应，港股科技板块或将与政策主线共振，长期价值重估有望加速。 港股主题基金密集申报 据证监会官网披露，1月30日，易方达精选策略系列-易方达(香港)中国股票股息基金进入申报环节，1月23日， 易方达基金、招商基金和富国基金旗下也各有港股主题产品申报。 这也是近期各家基金集中申报港股主题基金的缩影，仅在2026年年内申报的基金中，就有39只港股主题基金 （名称中包含了"恒生""港股"等），基金类型有ETF、有ETF联接基金以及主动权益类产品，主题方面，包括 恒生科技、港股通红利、港股通消费以及港股通医疗等概念。 在过去的一周里，港股恒生指数逆市上扬，成功突破去年10月阶段性高点，并接连刷新近四年来指数新 高。 值得一提的是，近期随着有色、化工板块的鹊起，港股主题基金也将布局方向聚焦于相关板块，如永赢基金申 报了港股 ...

Core Viewpoint - The recent surge in gold prices is viewed as a speculative bubble that is likely to burst, as indicated by Cathie Wood, the CEO of Ark Invest, based on historical valuation metrics and macroeconomic conditions [2][3]. Group 1: Gold Price Dynamics - Gold prices experienced a significant drop, with spot and futures gold falling below $4,800 per ounce after the nomination of Kevin Warsh as the new Federal Reserve Chairman [2]. - On January 30, gold prices plummeted by 12% to below $5,000, marking the largest single-day decline since the early 1980s [2]. Group 2: Historical Context and Valuation - Wood argues that the recent rise in gold prices is not indicative of economic stability but rather a typical "parabolic volatility" seen at the end of cycles [4]. - The market capitalization of gold relative to the U.S. money supply (M2) has reached its highest level since the Great Depression, exceeding the peak seen in 1980 during a period of rampant inflation and soaring interest rates [4][6]. Group 3: Bubble Warning - Wood warns that the current situation represents a "gold bubble," where parabolic price movements often signal a trend reversal [7]. - She emphasizes that while such volatility can push asset prices to unexpected heights, it typically occurs at the end of a cycle [7]. Group 4: Macroeconomic Environment - The macroeconomic environment does not support high valuations for gold, contrasting sharply with the inflationary periods of the 1970s and the deflationary Great Depression [10]. - Despite strong demand for gold, the bond market remains stable, with the 10-year U.S. Treasury yield peaking at 5% by the end of 2023 and currently at 4.2%, indicating that financial conditions are not at crisis levels [10]. Group 5: Implications of Dollar Strength - Both Wood and Robin Brooks, a senior fellow at the Brookings Institution, warn that if the dollar strengthens, the recent dramatic rise in gold prices could face a severe and painful reversal [11].

权益市场方面，祝松认为，积极的政策取向将为宏观经济合理增长保驾护航，进而为权益市场提供坚实 支撑。结构上，受益于政策支持的周期、内需等方向，有望迎来较好机会。 2026年作为"十五五"规划的开局之年，宏观经济与市场走势备受关注。鹏华基金债券投资一部总经理、 拥有18年公募投资经验的基金经理祝松，基于宏观研判与实战积累，对新年市场及"固收+"策略作出深 入分析。他指出，2026年"固收+"领域机遇整体大于挑战，关键在于把握权益资产的结构性机会，重点 关注下行风险有限、上行弹性较足的板块，例如周期领域的金融、建筑、建材、化工，部分消费细分赛 道，以及受益于"反内卷"政策支持的新能源等方向。 债券市场方面，祝松判断，货币政策仍将保持适度宽松，债券利率大幅上行的可能性较低；但政策利率 下调空间有限，叠加"反内卷"等政策可能抬升通胀中枢，债市整体或呈现小幅震荡格局。 "固收+"机遇占优，三维策略把握机会 消费与投资双轮驱动，关注外部与地产风险 祝松认为，2026年国内宏观经济增长的核心支撑将来自消费增长与投资企稳。消费端，自2024年以来国 家通过"两新"、"国补"等政策持续刺激内需，2025年中央经济工作会议进一步明 ...

Group 1 - The core point of the news is that Zhuzhou Smelter Group Co., Ltd. experienced a significant drop in stock price, reaching a limit down at 20.64 yuan per share, with a total market capitalization of 22.144 billion yuan [1] - The company, established on December 20, 1993, and listed on August 30, 2004, primarily engages in the production and sales of zinc and zinc alloys, as well as industrial sulfuric acid [1] - The revenue composition of the company includes: zinc and zinc alloys (38.48%), other products (28.17%), gold ingots (13.94%), silver ingots (10.71%), lead and lead alloys (7.85%), indium ingots (0.51%), sulfuric acid (0.20%), and non-ferrous metal trading (0.14%) [1] Group 2 - From the perspective of fund holdings, Changsheng Fund has one fund heavily invested in Zhuzhou Smelter Group, specifically the Changsheng Strategic Emerging Industries Mixed A Fund (080008), which reduced its holdings by 45,800 shares in the fourth quarter [2] - The current holding of the fund is 131,400 shares, accounting for 1.99% of the fund's net value, making it the fourth largest holding [2] - The fund has reported a floating loss of approximately 300,900 yuan as of the latest data [2] Group 3 - The fund manager of Changsheng Strategic Emerging Industries Mixed A Fund is Yang Heng, who has a tenure of 13 years and 103 days [3] - The total asset size of the fund is 393 million yuan, with the best return during Yang Heng's tenure being 103.97% and the worst being -26.89% [3]

经向上海证券交易所申请，博时基金管理有限公司（以下简称"本公司"或"本基金管理人"）决定自2026 年2月4日起变更旗下部分上交所ETF的场内扩位证券简称，涉及基金及变更情况如下： 基金代码、基金名称等其他事项保持不变。 本次变更上述基金的场内扩位证券简称对基金份额持有人利益无实质性不利影响，且不涉及基金合同当 事人权利义务关系发生变化，无需召开基金份额持有人大会。 风险提示：基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资产，但不保证基金一定盈 利，也不保证最低收益。基金的过往业绩并不代表其将来表现。投资有风险，投资者投资于本公司旗下 基金前应认真阅读各基金的基金合同、招募说明书和基金产品资料概要等文件，并选择适合自身风险承 受能力的投资品种进行投资。 博时基金管理有限公司 特此公告。 2026年2月2日 经向上海证券交易所申请，博时基金管理有限公司（以下简称"本公司"或"本基金管理人"）决定自2026 年2月4日起变更旗下部分上交所ETF的场内扩位证券简称，涉及基金及变更情况如下： 基金代码、基金名称等其他事项保持不变。 如有疑问，请拨打博时一线通：95105568（免长途话费）或登录本公司网站（ ...

"调研的方式有很多种，高效匹配自己的节奏才是关键。"林开盛更青睐券商策略会上的集中交流、上市 公司一对一的对话，以及一些与产业息息相关的大型展会。"例如，去一次展会，我能一次性实现对全 产业链硬件、软件的感性认知，效率远高于单次出差。"林开盛说。 他的投资理念里，藏着一个朴素的 目标：根据对大趋势的挖掘和理解做投资。"我希望在和市场上其他投资者面对同样的公开信息时，能 凭借历史积累和经验沉淀，梳理出更深入的洞见。"他坦言，自己常在某些个股涨了30%至50%后才明 白"上涨逻辑"，但那些因为"信息差"而错过的标的并不可惜，因为在他的研究体系下，也可以通过对历 史规律的推演和股票市场的理解找到其他值得投资的方向。 而在控制回撤方面，他也有自己的心得： 一是通过配置低相关性的行业对冲风险；二是坚守"买在低位"的原则，降低个股波动率；三是严守止盈 纪律，在标的估值偏高时果断切换。 ◎记者 朱妍 从"长期持有"的价值信徒，到"灵活交易"的市场猎 手，八年半投资生涯，太平基金林开盛的投资框架经历了迭代。凭借对科技、化工等多轮产业行情的精 准把握，其管理的太平行业优选股票走出了一条独特的投资之路。 从"坐过山车"到"高低切 ...

Key Points - The core viewpoint of the article highlights significant corporate announcements and market movements, including stock resumption and performance forecasts for various companies [2][5][8]. Group 1: Corporate Announcements - Fenglong Co., Ltd. announced that Yubiqi committed not to inject assets within 36 months, and the stock resumed trading after a suspension [2][9]. - Jiamei Packaging also completed its suspension review and resumed trading [2][10]. - Zhongji Xuchuang projected a net profit increase of 89.50% to 128.17% for 2025 [2][11]. - Xinyi Technology expects a net profit increase of 231% to 249% for 2025, with Q4 performance exceeding expectations [2][12]. - Hanwujing announced an expected net profit of 1.85 billion to 2.15 billion yuan for 2025, marking a turnaround from losses [2][13]. - Wentai Technology anticipates a net loss of 9 billion to 13.5 billion yuan for 2025 [2][14]. - Jerry Holdings signed a sales contract for gas turbine generator sets worth 1.265 billion yuan for a U.S. data center [2][16]. - The actual controller of Fushi Holdings, Chen Yongliang, has been detained [2][17]. Group 2: Automotive Industry Performance - BYD reported January sales of 210,051 new energy vehicles, a year-on-year decrease of 30.11% [2][18]. - Silverson announced January sales of 43,000 new energy vehicles, a year-on-year increase of 140.33% [2][19]. - Xiaomi Auto reported over 39,000 deliveries in January [2][20]. - NIO delivered 27,182 new vehicles in January, a year-on-year increase of 96.1% [2][21]. - XPeng delivered 20,011 new vehicles in January [2][22]. - Li Auto delivered 27,668 new vehicles in January [2][23]. - Leap Motor achieved total deliveries of 32,059 vehicles in January, a year-on-year increase of 27% [2][24].

Core Viewpoint - BCS Wealth Management has increased its investment in the Invesco BulletShares 2026 Corporate Bond ETF by purchasing 534,928 shares, valued at approximately $10.47 million, reflecting a strategic move to enhance fixed income exposure in its portfolio [1][2]. Group 1: Transaction Details - The purchase of 534,928 shares occurred during the fourth quarter, raising BCS Wealth Management's stake in the ETF to 2.17% of reportable assets under management (AUM) as of December 31 [2][3]. - The fund's quarter-end position value increased by $10.48 million to $21.5 million, influenced by both the share addition and market price changes [2]. Group 2: ETF Overview - The Invesco BulletShares 2026 Corporate Bond ETF has an AUM of $4.3 billion and offers a yield of 4.15% [4]. - As of January 2, the ETF's share price was $19.55, with a one-year total return of 5% [4]. Group 3: Investment Strategy - The ETF targets investment-grade U.S. corporate bonds maturing in 2026, providing predictable income and principal return, appealing to investors seeking a defined investment outcome [6][8]. - It holds nearly 400 investment-grade bonds with an effective duration of just 0.39 years, limiting interest-rate risk while maintaining predictable income [10]. Group 4: Portfolio Composition - The ETF's portfolio is diversified, focusing on securities with maturities in 2026, and is structured to offer exposure to a defined-maturity bond portfolio [8]. - The bond allocation serves as ballast in a portfolio that is heavily weighted towards equities, providing defined cash flows and principal visibility [11].