南财智讯9月17日电，建元信托公告，2025年9月15日至9月17日，公司股票连续三个交易日内收盘价格 涨幅偏离值累计超过20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情 形。经公司自查并书面问询控股股东，确认公司目前经营情况正常，近期公司经营情况及内外部经营环 境没有发生重大变化，公司、公司控股股东不存在关于公司的应披露而未披露的重大信息。公司未发现 需要澄清或回应的媒体报道或市场传闻。经公司核实，公司控股股东、董事、监事、高级管理人员在本 次股票交易异常波动期间不存在买卖公司股票的情况。 ...

Group 1 - The company Tongfang Ted (01206) announced a trust loan agreement with China Foreign Trade Trust, where the latter agrees to provide a trust loan of up to RMB 100 million to Tongfang Energy [1] - The loan term is set to last for 36 months from the date of withdrawal [1] - Tongfang Energy is required to establish an intellectual property pledge agreement with China Foreign Trade Trust within one year from the effective date of the trust loan agreement, using certain intellectual properties as collateral for the loan [1]

Group 1 - The trust concept sector rose by 1.92%, ranking 6th among concept sectors, with 13 stocks increasing in value, including China Grain Capital and Jianyuan Trust hitting the daily limit [1][2] - Leading gainers in the trust sector included Jiangsu Guoxin, Zhongyou Capital, and Shaanxi Guotou A, which rose by 5.66%, 5.32%, and 4.56% respectively [1][2] - The sector experienced a net inflow of 1.115 billion yuan, with 12 stocks receiving net inflows, and 5 stocks seeing inflows exceeding 50 million yuan, led by China Grain Capital with a net inflow of 571 million yuan [2][3] Group 2 - The top three stocks by net inflow ratio were China Grain Capital at 21.06%, Shaanxi Guotou A at 12.42%, and Zhejiang Dongfang at 10.73% [3] - The trading performance of key stocks included China Grain Capital with a daily increase of 10.02% and a turnover rate of 8.29%, while other notable stocks like Zhongyou Capital and Shaanxi Guotou A also showed significant gains [3][4] - Stocks with notable declines included Huaguang Huaneng, Maoye Commercial, and Pudong Development Bank, which fell by 2.41%, 1.78%, and 1.52% respectively [1][4]

Market Overview - The market experienced fluctuations with the ChiNext Index leading in gains, while major stocks like CATL reached new highs. The total market turnover was 2.3 trillion yuan, with more stocks declining than rising [1] - CATL's recent surge is attributed to multiple catalysts, including a clear target for lithium battery storage installations by 2027 and a report indicating that CATL's capacity utilization exceeds 90% with plans to reach 1TWh by next year [1] Sector Performance - The semiconductor sector showed strong performance, with SMIC hitting new highs. Reports indicate that SMIC is testing a deep ultraviolet lithography machine manufactured by a Shanghai startup, which uses immersion technology similar to ASML's [1][4] - Other notable sectors include financials, wind power equipment, and electric grid equipment, with significant net inflows into stocks like BYD and SMIC [3] Stock Market Data - On the stock market, 2,504 stocks rose while 2,757 fell, with 80 stocks hitting the daily limit up and 4 stocks limit down. The Shanghai Composite Index closed up 0.37% at 3,876.34 points, while the Shenzhen Component Index rose 1.16% to 13,215.46 points [2] Industry Insights - A meeting on pig production capacity control was held, discussing the reduction of breeding sow capacity by approximately 1 million heads, aiming for a total of around 39.5 million heads [5] - The Shanghai Stock Exchange is promoting the expansion of the fifth set of standards to include commercial aerospace and related industries [6] - Since the beginning of the 14th Five-Year Plan, the total assets of central enterprises have exceeded 90 trillion yuan, with profits increasing from 1.9 trillion yuan to 2.6 trillion yuan, reflecting annual growth rates of 7.3% and 8.3% respectively [7] Future Market Outlook - According to Everbright Securities, the logic supporting the stock market's rise remains unchanged, with new positive factors emerging, such as the potential for a Federal Reserve rate cut cycle and a recovery in public fund issuance [8] - Huatai Securities noted that trading activity in A-shares remains high, with a marginal increase in financing activity reaching 11.6%, the highest since 2016 [10]

Group 1 - Jiangsu Guoxin's stock price increased by 5.53% to 8.20 CNY per share, with a trading volume of 214 million CNY and a turnover rate of 0.72%, resulting in a total market capitalization of 30.98 billion CNY [1] - Jiangsu Guoxin, established on June 16, 2003, and listed on August 10, 2011, is primarily engaged in electricity and heat production, related electricity services, coal sales, and electricity sales, with its main business income composition being 84.53% from electricity, 8.90% from coal, 4.77% from heat, and 1.80% from other sources [1] Group 2 - Southern Fund's Southern CSI 500 ETF (510500) entered Jiangsu Guoxin's top ten circulating shareholders in the second quarter, holding 11.17 million shares, which accounts for 0.3% of the circulating shares, with an estimated floating profit of approximately 4.80 million CNY [2] - The Southern CSI 500 ETF (510500) was established on February 6, 2013, with a latest scale of 113.44 billion CNY, achieving a year-to-date return of 27.26% and a one-year return of 63.65% [2]

南方财经全媒体记者 林汉垚 家电巨头海信家电集团股份有限公司（以下简称"海信家电"）持续加码信托理财。 近日，海信家电公告称，2025年7月3日至9月2日期间，附属公司空调公司及冰箱营销公司与西部信托订 立理财协议，斥资17.8亿元认购"永宁1号债券投资集合资金信托计划"及"永宁9号债券投资集合资金信 托计划"，上述两款产品均为固定收益类、中低风险产品。 其中，在1月15日至2月24日间，海信家电及附属空调公司合计认购百瑞信托旗下产品6.3亿元；1月21日 至4月17日合计认购中粮信托旗下产品18.75亿元；2月6日至7月15日间合计认购华能信托旗下产品29.73 亿元；2月27日至3月18日合计认购金谷信托旗下产品26.1亿元；3月18日至6月26日间合计认购重庆信托 旗下产品10.96亿元；6月26日至6月30日合计认购西部信托旗下产品18.7亿元。 作为信托产品的持有大户，海信家电经营表现为其信托投资提供资金支持。最近两年，海信家电营收实 现持续增长，2024年，海信家电实现营业收入927.46亿元，同比增长8.35%；归母净利润33.48亿元，同 比增长17.99%；2025年上半年实现营收493.4 ...

Group 1 - The core point of the news is that Shaanxi Guotou A (陕国投A) experienced a stock price increase of 5.36%, reaching 3.93 CNY per share, with a trading volume of 5.51 billion CNY and a turnover rate of 2.81%, resulting in a total market capitalization of 20.098 billion CNY [1] - Shaanxi International Trust Co., Ltd. is based in Xi'an, Shaanxi Province, and was established on January 5, 1985, with its listing date on January 10, 1994. The company’s main business includes trust deposits and loans, investment, real estate investment, securities, financial leasing, and other financial services [1] - The main business revenue of Shaanxi Guotou A is entirely derived from financial trust services, accounting for 100% of its revenue [1] Group 2 - From the perspective of fund holdings, one fund under Caitong Securities Asset Management has a significant position in Shaanxi Guotou A. The Caitong Asset Management Xinrui Mixed A Fund (004900) held 42,300 shares in the second quarter, representing 0.66% of the fund's net value, making it the second-largest holding [2] - The Caitong Asset Management Xinrui Mixed A Fund was established on December 6, 2017, with a latest scale of 11.0408 million CNY. Year-to-date, it has achieved a return of 8.14%, ranking 6108 out of 8172 in its category, and a one-year return of 15.41%, ranking 6371 out of 7980 [2] - The fund managers of Caitong Asset Management Xinrui Mixed A are Shi Yushan and Ma Hang, with total fund assets of 2.89 billion CNY and 1.843 billion CNY respectively. Shi Yushan has a tenure of 3 years and 137 days, with the best return of 20.25% and the worst return of -0.48%. Ma Hang has a tenure of 2 years and 323 days, with the best return of 9.83% and the worst return of -0.43% [3]

Group 1 - The stock of Shaanxi Guotou A increased by 5.36%, reaching 3.93 CNY per share, with a trading volume of 552 million CNY and a turnover rate of 2.82%, resulting in a total market capitalization of 20.098 billion CNY [1] - Shaanxi International Trust Co., Ltd. was established on January 5, 1985, and listed on January 10, 1994. Its main business includes trust deposits and loans, investment, real estate investment, and other financial services, with financial trust business accounting for 100% of its main business revenue [1] Group 2 - Among the top ten circulating shareholders of Shaanxi Guotou A, a fund under Southern Fund holds a significant position. The Southern CSI 500 ETF (510500) increased its holdings by 6.4004 million shares in the second quarter, totaling 45.819 million shares, which represents 0.9% of the circulating shares. The estimated floating profit today is approximately 9.1638 million CNY [2] - The Southern CSI 500 ETF (510500) was established on February 6, 2013, with a latest scale of 113.438 billion CNY. Year-to-date returns are 27.26%, ranking 1792 out of 4222 in its category; the one-year return is 63.65%, ranking 1479 out of 3804; and since inception, the return is 141.46% [2]

Group 1 - The China Securities Regulatory Commission (CSRC) is seeking public opinion on a draft regulation that may increase redemption costs for short-term bond funds, impacting their investment value [1] - Financial companies are exploring three alternative strategies in response to the potential changes: direct bond trading, dedicated bond accounts, and investing in bond ETFs and interbank certificates of deposit index funds [1] - The public fund issuance market has seen a significant increase, with 122 funds launched from September 1 to September 16, a 45.24% increase compared to the same period in August [1] Group 2 - The investigation into delisted companies has revealed widespread financial fraud, leading to fines totaling hundreds of millions and market bans for responsible individuals [2] - Trust companies are increasingly engaging in equity investment trusts, positioning this as a new growth area, particularly in strategic emerging industries [2] - The domestic production rate of analog chips used in home appliances is projected to reach 65% by the end of 2024, indicating a significant advancement in local manufacturing capabilities [2] Group 3 - Coffee futures are nearing record highs due to speculation about reduced supply from Brazil, the world's largest coffee producer, driven by concerns over tariffs and drought [2] - Huawei has identified ten key technology trends for 2035, predicting a tenfold increase in total computing power and the rise of artificial general intelligence (AGI) as a transformative force [3] - Quantum technology is advancing towards practical applications, with the launch of a quantum computing cloud service capable of supporting 1,000 qubits, marking a significant milestone in commercialization [5] Group 4 - The stock market has seen fluctuations, with major indices experiencing declines ahead of a significant Federal Reserve decision, while some Chinese concept stocks have shown resilience [16] - The U.S. retail sales data has influenced bond yields and currency values, with the dollar index hitting a three-year low and oil prices rising to a two-week high [17]

Core Viewpoint - Jianyuan Trust (sh600816) reached its daily limit up on September 17, 2025, with a price of 3.23 yuan, a rise of 9.91%, and a total market capitalization of 34.948 billion yuan [1] Group 1: Company Performance - Jianyuan Trust's main business includes fund trusts, wealth management trusts, public welfare trusts, investment banking, and proprietary business [1] - The increase in demand for trust products or innovative measures and good performance in trust business could stimulate stock price growth [1] Group 2: Industry Context - The financial industry may receive policy support and attention, benefiting the trust sector as a sub-industry within finance [1] - The overall performance of the financial sector can influence individual stocks, with Jianyuan Trust's limit up potentially being affected by the overall market atmosphere [1] Group 3: Technical Analysis - Significant inflow of main funds into Jianyuan Trust could drive stock price up, as indicated by technical signals such as MACD forming a golden cross and BOLL channel breaking through the upper track [1]