Group 1 - The leverage funds have significantly increased their positions in A-shares this year, with the margin financing balance exceeding 2.54 trillion yuan, marking a historical high [1][2] - A-shares have seen a net financing inflow of over 6723 billion yuan in the past year, with a notable increase in the last month [2] - The technology sector has become the core allocation direction for leveraged funds, with significant net inflows in the electronics, power equipment, and communication industries [2][3] Group 2 - Individual stocks in the AI industry chain and leading new energy companies have attracted the most leveraged funds, with New Yisheng and CATL receiving substantial net inflows [3] - In the past month, CATL and other key players in the technology sector have continued to see strong net financing inflows, while several companies faced net outflows [3] - The current margin financing balance accounts for 2.58% of the A-share market's circulating market value, which is lower than the historical peak of 4.73% in 2015, indicating a more stable and mature market [4]

园区赛事激发基层活力。通过示范引领、经费补助、联合办赛等方式，新都区持续激发基层办赛 积极性。联动新都高新区在2025年开展劳动和技能竞赛5场，覆盖80余家重点产业链企业。 重点企业积极参与岗位练兵。中国航发成都发动机有限公司（简称中国航发成发）、四川科伦药 业股份有限公司（简称科伦药业）、成都正恒动力股份有限公司（简称正恒动力）、中粮可口可 乐饮料（四川）有限公司（简称中粮可口可乐四川公司）、航空工业泛华等重点企业开展岗位练 兵和技能比武超过40场，参与班组超200个，参与职工达1.1万人次，打通了成都百万职工技能大 赛至生产一线的"最后一公里"。 □新工号 2025年5月22—23日，2025年成都百万职工技能大赛新都区数控铣工、焊工技能比赛在成都市现代 制造职业技术学校举行，来自四川成都新都高新技术产业园区（简称新都高新区）的近100名高技 能职工选手展开对决。 "技能比赛为我们提供了很好的平台，我从中级工晋升到高级工，还获得成都工匠称号。"四川泛 华航空仪表电器有限公司（简称航空工业泛华）的数控车工龙涛说。他曾在2024年成都百万职工 技能大赛数控车工技能比赛中获得冠军。 一组组扎实数据、一个个鲜活案 ...

Core Viewpoint - Inner Mongolia Mengniu Dairy (Group) Co., Ltd. plans to increase its stake in Shanghai Miaokelan Duo Food Technology Co., Ltd., which is currently the controlling shareholder, by acquiring between 2,550,268 and 5,100,536 shares within three months [2]. Group 1: Shareholder Information - The increasing entity, Inner Mongolia Mengniu, holds 187,569,222 shares, representing 36.77% of the total share capital of the company before the increase [2]. Group 2: Increase Plan Details - The increase plan allows for the acquisition of no less than 2,550,268 shares and no more than 5,100,536 shares through the Shanghai Stock Exchange trading system, including but not limited to centralized bidding and block trading [2]. - The increase plan is set to be executed within three months from the start date of the share acquisition [2]. Group 3: Risk Considerations - There are potential risks associated with the increase plan due to changes in the capital market and other unpredictable factors that may prevent the plan from achieving its expected outcomes [2]. - The company will fulfill its information disclosure obligations if any risks arise during the implementation of the increase plan [2]. Group 4: Additional Notes - If the company undergoes share issuance or convertible bond conversion, Inner Mongolia Mengniu intends to maintain its proportion of increased shares [3]. - The company will continuously monitor the progress of Inner Mongolia Mengniu's increase plan and will comply with the relevant regulations of the China Securities Regulatory Commission and the Shanghai Stock Exchange for timely information disclosure [3].

（原标题：深沪北百元股数量达188只，科创板股票占43.09%） 以最新收盘价计算，A股平均股价为13.99元，其中股价超过100元的有188只。 百元股作为判定市场热度的信号之一，历来受到投资者关注。证券时报•数据宝统计显示，截至12月29日收盘，沪指报收3965.28点，上涨0.04%， A股平均股价为13.99元，个股股价分布看，股价超过100元的有188只，股价在50元至100元的有446只，股价在30元至50元的有761只。 今日有1只股收盘价首次突破百元大关，福赛科技最新收盘价101.11元，上涨16.61%，全天换手率12.57%，成交额5.48亿元，全天主力资金净流出 78.21万元。 最新百元股中，以申万一级行业分类，较为集中的行业有电子、机械设备、计算机等，其中，电子行业有72只股上榜，占百元股总数的比例为 38.30%；有19只股来自机械设备行业，占比10.11%；18只股来自计算机行业，占比9.57%。 所属板块来看，百元股中，主板有35只、创业板有69只、北交所有3只，另有81只来自科创板，占百元股的比例为43.09%。（数据宝） 高价股一览 | 代码 | 简称 | 最新收盘价 | ...

吃喝板块今日（12月29日）深陷回调，反映吃喝板块整体走势的食品饮料ETF华宝（515710）开盘后震 荡下行，盘中场内价格一度跌超1%，截至收盘，跌0.84%。 成份股方面，大众品跌幅居前，部分白酒股亦表现不佳。截至收盘，妙可蓝多大跌9.28%，古井贡酒、 金禾实业双双跌超3%，贵州茅台、五粮液、泸州老窖、山西汾酒、洋河股份等白酒龙头集体收绿。 | 分时 多日 1分 5分 15分 30分 60分 · | F9 盘前盘后 壁加 九转 面试 工具 @ 2 | 食品饮料ETF华宝 ① | 515710 | 515710[食品饮料ETF华宝] 14:45 价 0.589 温庆 -0.006(-1.01%) 均价 0.590 版交量 54. | 0.590 | -0.005 -0.84% | 0.60 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 通航7 章 4 | SSE CNY ...

（文章来源：证券日报） 证券日报网讯 12月29日，皇氏集团发布公告称，公司2025年12月29日召开2025年第四次临时股东会， 审议通过《关于新增公司为村集体股份经济合作社提供担保额度的议案》。 ...

Core Viewpoint - Japanese companies are facing significant challenges in the Chinese market, leading to closures and exits from various sectors, but they are simultaneously increasing investments in high-end technology within China [1][9][23]. Group 1: Company Closures and Exits - Canon has closed its printer production base in Zhongshan, which was once a significant employment hub, producing millions of laser printers and generating nearly 3.2 billion in industrial output in 2022 [1][4]. - Nissan announced the closure of its Wuhan factory, which had a production capacity of 300,000 vehicles per year but struggled with low sales, achieving only 3% utilization [5]. - Mitsubishi has completely exited the Chinese automotive market after over 40 years, ceasing its joint engine project and halting vehicle production [5][7]. - Sony has officially withdrawn its Xperia smartphone business from China, and Yakult has closed its first factory in Guangzhou due to a significant drop in sales [6][7]. Group 2: Market Dynamics and Competition - The decline of Japanese brands in China is attributed to the rapid advancement of domestic brands, which have overtaken their Japanese counterparts in market share [9][11]. - Japanese companies have been slow to adapt to market changes, relying heavily on brand reputation and quality premiums, which have diminished due to various scandals [13][15]. - The market share of Japanese cars in China has dropped from nearly 25% in 2020 to 11.2% last year, while domestic brands dominate the appliance and electronics sectors [12]. Group 3: Strategic Shifts and Investments - Despite the closures, Japanese investment in China has surged, with a 55.5% year-on-year increase in the first three quarters of this year, indicating a strategic pivot towards high-end technology [17][23]. - Toyota has invested $2 billion to establish a wholly-owned electric vehicle company in Shanghai, marking a shift from joint ventures to direct investment in high-end technology [19]. - Panasonic is focusing on semiconductor packaging materials in Shanghai, reflecting a commitment to the Chinese market as a critical battleground for global electronics manufacturing [22]. Group 4: Future Outlook - The current situation represents a significant restructuring of Japanese companies in China, moving away from low-end production towards high-end sectors, indicating a fundamental strategic shift [23][24]. - Companies that can innovate and localize effectively are likely to thrive in the competitive Chinese market, which is seen as a global strategic high ground rather than just a low-cost manufacturing base [24][25].

不少消费者兴奋地表示："产品多到挑花了眼，每次来都有新发现！"更有忠实旺旺粉丝坦言："我今年第三次来 了，从第一次举办就一直跟到现在，旺市大集去哪我就去哪，已经成为我每个月必打卡的活动了！" 活动首日便吸引了众多客流。记者在现场看到，巨型旺仔、经典零食墙、主题互动区……满满都是"童年回忆"， 吸引了全年龄段的粉丝们拍照分享，直呼："太好拍了！还是那个味儿！" 长沙晚报掌上长沙12月29日讯（全媒体记者 范宏欢）欢快的背景音乐、诱人的产品试吃、热闹的玩偶互动……12 月26日至28日，由旺旺集团打造的爆款线下IP活动——"旺市大集"再度登陆星城，落地龙湖长沙芙蓉天街。一场 集潮玩互动、暖心体验与趣味消费于一体的年末狂欢正式开启，为长沙的冬日注入满满活力与快乐能量！ 岁末迎新之际，"旺市大集"以独特的品牌温度，为长沙市民打造了一处放松充电、创造回忆的活力空间。它不仅 是一场购物活动，更是一次小型的城市嘉年华，丰富长沙市民的休闲生活，传递出超越商业的情感价值，让长沙 的冬天，因相聚而温暖，因分享而生动。 记者了解到，这已是"旺市大集"多次来到长沙。"旺市大集"不仅将熟悉的商品从货架带到消费者身边，更打造了 一个可逛 ...

黄金价格突破4500美元/盎司，伦铜逼近13000美元/吨，白银更是盘中冲破82美元/盎司，创下历史新 高。国内市场，沪铜主力合约也一举突破10万元/吨大关。这绝非偶然现象。 今天的市场，用一个词来形容就是"冰火两重天"。沪指在银行、石油石化等权重股的支撑下，顽强收红 0.04%，报收3965.28点，强势录得"九连阳"。但与此同时，深成指下跌0.49%，创业板指跌幅更大，达 到0.66%，呈现出鲜明的沪强深弱格局。 成交量方面，两市合计成交约2.16万亿元，较前一交易日略有萎缩，但仍稳稳站在2万亿以上的高位。 这表明市场交投依然活跃，但资金的选择方向正在发生显著变化。 资金调仓换股的意图，在板块涨跌上体现得淋漓尽致。 领涨的板块极具代表性：银行（+1.03%）、石油石化（+1.48%）、国防军工（+1.43%）。这背后明显 是两条主线：一条是低估值、高分红的防御性板块（银行、石油），另一条是政策确定性强的安全主线 （军工）。在年末时段与指数高位震荡的关口，部分资金的态度偏向"求稳"。 而另一边，前期的一些热门赛道则明显承压。有色金属板块整体下跌1.95%，电力设备、医药生物、食 品饮料也表现不佳。这清晰地反 ...

Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests a positive outlook based on recent developments in the duty-free retail sector and domestic dairy industry [1]. Core Insights - The duty-free retail sales in Hainan have significantly increased following the implementation of the duty-free policy, with sales amounting to 1.1 billion yuan during the first week of operation, reflecting a year-on-year increase of 54.9% [3][15]. - The EU's preliminary anti-subsidy investigation into dairy products has led to the imposition of temporary anti-subsidy tax measures, which are expected to increase the import costs of EU dairy products, thereby benefiting domestic dairy producers [3][15]. - The consumer sector showed mixed performance in the last week of December, with textile and apparel, home appliances, and retail sectors showing positive growth, while food and beverage, social services, and beauty care sectors experienced declines [3][13]. Summary by Sections Market Weekly Review - The consumer sector exhibited varied performance, with textile and apparel (+0.61%), home appliances (+0.54%), and retail (+0.16%) showing gains, while food and beverage (-0.56%), social services (-1.05%), and beauty care (-1.08%) faced declines [3][5]. - Notable stock performances included Anji Food (+29.65%), Feike Electric (+24.57%), and Jujie Microfiber (+35.46%) leading the gains, while Huanle Home (-16.35%) and China High-Tech (-26.02%) were among the biggest losers [3][13]. Industry News and Key Company Announcements - The duty-free shopping in Hainan has shown a robust growth trend, with significant increases in shopping amounts and visitor numbers following the policy implementation [15][16]. - The report highlights the launch of the first Pop Mart store in the Philippines, indicating expansion into international markets [18]. - The report also notes various company announcements, including changes in housing policies in Beijing aimed at easing home purchase conditions for non-local families [18].