4.保险资金新规下调红利资产风险因子，引导长期资金增配，也为红利资产带来结构性资金支持。 综上，红利指数既是防御性配置工具，也是组合中增强长期韧性的重要组成部分。 3.从资产属性看，红利指数成分股多集中于金融、能源、工业等与经济周期相关性较强的行业，具备一 定的股性；同时，其高股息、低波动的特征又赋予其类债属性，尤其在利率下行环境中更具吸引力。在 当前信用周期温和修复、市场情绪中性的背景下，红利指数因其估值低位、股息稳定，配置性价比凸 显。 格隆汇1月8日｜在今日举行的《2026潮起新程·开门红联名策略会》上，易方达基金杨正旺指出，红利 可以"+"，不同风格并非一定"零和博弈"，红利资产不仅具备独立配置价值，更重要的功能在于其能与 成长风格资产形成互补，优化整体组合的风险收益结构： 1.红利资产作为一种具备跨资产属性的资产，其作为组合平衡器的意义非常明显，不仅具备独立配置价 值，更重要的功能在于其能与成长风格资产形成互补，优化整体组合的风险收益结构。 2.成长风格的权益资产在上涨时弹性高，回调及震荡时波动大，在回撤时"拿不住"；"红利+成长"型组 合（如中证红利搭配创新药、云计算、机器人等成长板块）在2019 ...

Core Viewpoint - The article discusses the strategic development plan of Ya'an City, emphasizing its goal to become a leading green development city in the province and a new highland for opening up towards the west of Chengdu and Chongqing. The plan includes a focus on ecological, industrial, and open market development strategies to enhance the city's economic capabilities and quality of life for its residents [9][10]. Group 1: Development Strategy - The development strategy is centered around "ecological city, industrial city, and open city," with a clear path defined as "three zones, two areas, and one hub" [9][10]. - The strategy aims to establish a green industrial innovation development zone, a collaborative economic pilot zone with Tibet, and a significant functional area in the Chengdu metropolitan area [9][10]. Group 2: Economic and Social Goals - The city aims to significantly enhance its economic development capabilities, reform and opening-up levels, green transformation quality, social civilization standards, living quality, and safety development capabilities [10]. - Eight key measures have been proposed, including improving the modern industrial system, strengthening technological innovation, deepening reform and opening up, and enhancing urban-rural integration [10]. Group 3: Ecological and Industrial Focus - The article highlights the importance of ecological priorities in Ya'an's development, with a focus on creating a modern industrial system that supports green innovation and sustainable practices [11][12]. - Specific initiatives include promoting green industrialization and establishing a green industrial system supported by modern agriculture, services, and manufacturing [12][13]. Group 4: Open Market Development - The article emphasizes the role of openness in driving Ya'an's economic growth, with plans to build a comprehensive transportation hub and expand cooperation with surrounding regions [15][16]. - Key initiatives include enhancing transportation infrastructure, expanding international market access for local products, and developing a logistics center to support exports of unique products like caviar and lithium battery materials [15][16].

1月6日至7日，全省工业和信息化工作会议在郑州召开。会议全面落实中央经济工作会议和省委经济工 作会议、全国工业和信息化工作会议部署，总结2025年工作，部署2026年任务，动员全省工信战线聚 焦"1+2+4+N"目标任务体系，把握新形势，勇担新使命，保持竞进姿态，增强拼抢意识，在新起点上高 质量建设制造强省。 "2025年1至11月，全省规上工业增加值、工业投资分别同比增长8.4%、15.7%，双双居10个工业大省首 位，坚决扛起稳定工业经济大盘的政治责任。"省工业和信息化厅党组书记、厅长严琛在会上介绍， 2025年全省工信系统全力以赴稳增长、调结构、提质效、优治理，推动新型工业化迈出坚实步伐，实现 工业经济稳中向好、趋新向优，为全省"十四五"规划顺利收官交上出彩答卷。 "十五五"是河南由制造大省迈向制造强省的关键期，也是为基本实现新型工业化夯实基础、全面发力的 关键期。会上明确，"十五五"期间将做好改造升级"老字号"、深度开发"原字号"、培育壮大"新字号"、 精准拓展"外字号"四篇文章；实施产业创新、链群提质、"三化"转型、雁阵培育、场景拓展、开放带 动"六大工程"；夯实稳比重、拓消费、化产能、降成本、强金 ...

高盛董事总经理Chris Hussey指出，美国经济增长加速叠加货币政策宽松，将推动2026年初周期性板块上涨，包括小盘股、面向中等收入消费者的股票 以及与非住宅建筑周期相关的公司。 市场结构正在发生显著变化。进入2026年以来，包括英伟达、苹果、微软、谷歌母公司Alphabet、亚马逊、特斯拉和Meta在内的"科技七巨头"（Mag7） 总体累跌约0.5%，而标普500指数中的其余493只成分股总体累涨2.5%。随着投资者开年重新配置资产，工业、医疗保健和科技板块年初三个交易日表 现突出。 高盛高级投资组合策略师Ben Snider强调，业绩增长贡献了2025年标普500指数16%价格回报中的14个百分点，自1990年以来占该指数9%年化涨幅中的8 个百分点。在健康的经济增长和美联储持续宽松的宏观背景下，高盛预计标普500成分股2026年每股收益（EPS）将增长12%，2027年增长10%。 美国股市2026年开局呈现集中度分散化趋势，业绩增长正成为推动市场上涨的核心动力。高盛预计标普500指数2026年将上涨至7600点，主要由12%的 盈利增长驱动。 最后是价值投资机会。在2025年表现意外强劲后，较宽的 ...

Core Viewpoint - JD Industrial (07618) announced the partial exercise of the over-allotment option involving 3.9574 million shares, representing approximately 1.87% of the total shares initially available for subscription before any over-allotment options are exercised [1] Group 1 - The overall coordinator representing international underwriters will partially exercise the over-allotment option on January 7, 2026, after trading hours [1] - Merrill Lynch International has borrowed 31.6812 million shares from JD Industrial Technology Limited to cover the excess allocation for the international offering [1] - The over-allotment shares will be issued at a final offering price of HKD 14.10 per share [1] Group 2 - The Hong Kong Stock Exchange has approved the listing and trading of the over-allotment shares [1] - The over-allotment shares are expected to commence trading on the main board of the Hong Kong Stock Exchange on January 12, 2026, at 9:00 AM [1]

同壁财经讯，企查查数据显示，根据《中国北方稀土（集团）高科技股份有限公司冶炼分公司与华美公 司原厂址及附近接壤区域绿色冶炼升级改造项目二期焙烧回转窑及水冷夹套式冷却回转窑采购》，中信 重工机械股份有限公司于2026年1月7日公告中标包头华美稀土高科有限公司采购项目，中标金额为 2800.00万元。 同壁财经讯，企查查数据显示，根据《中国北方稀土（集团）高科技股份有限公司冶炼分公司与华美公 司原厂址及附近接壤区域绿色冶炼升级改造项目二期焙烧回转窑及水冷夹套式冷却回转窑采购》，中信 重工机械股份有限公司于2026年1月7日公告中标包头华美稀土高科有限公司采购项目，中标金额为 2800.00万元。 相关上市公司：中信重工(601608.SH) 同壁财经小贴士： 中信重工（601608.SH）2024年营业收入为80.34亿元，营业收入增长率为-15.93%，归属母公司净利润 为3.75亿元，归属母公司净利润增长率为-2.36%，净资产收益率为4.43%。 2025年上半年公司营业收入为39.81亿元，营业收入增长率为2.35%，归属母公司净利润为2.03亿元，归 属母公司净利润增长率为6.39%。 目前公司属于工业 ...

工业有色ETF（560860.SH），场外联接(A类：018489；C类：018490）。 2026年1月7日，工业有色ETF（560860.SH）收涨1.59%，主力资金（单笔成交额100万元以上）净流出 1319.18万元，居全市场第一梯队。（数据来源：Wind） 与此同时，该基金最新成交量为4.59亿份，最新成交额达7.90亿元，当日主力资金净流出成交额占比达 1.67%。 ...

需要说明的是，中国粮投虽完成挂牌，但因未取得境内监管备案，上市当日即被停牌，未计入本次统计，该案例也凸显了境内合规程序在中企赴美上市过 程中的重要性。 2025年，中国企业赴美上市继续保持活跃势头，整体表现出 "数量稳步增长、结构多元丰富、地域集中明显" 的特点。 截至12月30日，全年累计93家中企在美股成功挂牌，另有149家已公开递交申请，在全球资本市场波动环境下，显示出中企境外融资的强烈意愿。 壹、上市路径与方式：IPO占绝对主导 在上市方式上，传统IPO继续占据主导并呈现高度集中态势。全年成功上市的93家企业中，84家通过首次公开募股实现，占比90.3%；8家借助De-SPAC （特殊目的收购公司合并）方式上市，占比8.6%；仅有1家从OTC市场转板至主板。 贰、交易所选择：纳斯达克成为绝对首选 交易所选择方面，纳斯达克依然是中企的首选平台。全年89家企业于纳斯达克上市，占比95.7%；仅4家选择纽交所，占比4.3%。"纳市为主、纽交为 辅"的格局进一步强化，尤其反映了科技类企业对纳斯达克市场生态环境的青睐。 叁、 融资规模结构：头部集中与整体规模偏小 行业分布显示，科技与多元服务领域共同成为中企赴美 ...

| | 2026-01-06大鹏工业(920091) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) | 卖出金额(元) | | ポリ | 机构专用 | 16177640.11 | 7149876.07 | | 买2 | 国信证券股份有限公司深圳互联网分公司 | 13663066.32 | 26272380.71 | | ग्रेउ | 中信建投证券股份有限公司上海营口路证券营业部 | 7789430.59 | 11552451.97 | | ग्रेस | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 6886753.23 | 4242001.01 | | નેરિટ | 国泰海通证券股份有限公司上海大渡河路营业部 | 6848709.51 | 0 | | 卖T | 国信证券股份有限公司深圳互联网分公司 | 13663066.32 | 26272380.71 | | 卖2 | 中信建投证券股份有限公司上海营口路证券营业部 | 7789430.59 | 11552451.97 | | 卖3 | 国金证券股份有限公司深圳分公司 | ...

Core Viewpoint - The implementation plan aims to strengthen the construction of a high-level engineer workforce in Jining City, focusing on the talent needs of the "232" advantageous industrial clusters, with 17 specific measures to enhance the integration of talent chains with industrial, educational, innovation, and financial chains, thereby injecting key talent momentum to achieve the development goal of "one trillion, fivefold increase" [1] Group 1: Expansion Actions - The plan emphasizes breaking down barriers to talent growth and expanding the scale of the engineer workforce through various measures, including a "graded relaxation" in professional title evaluations, allowing enterprises to directly confirm junior titles and providing a "green channel" for intermediate titles in private enterprises [2] - From 2025, a separate evaluation system for personnel from enterprises and public institutions will be implemented, promoting a tilt in title evaluations towards enterprises [2] Group 2: Quality Improvement Actions - To enhance the professional level of engineers, the plan includes measures such as supporting outstanding engineers to pursue master's and doctoral degrees in critical fields, with financial rewards of 100,000 yuan for PhDs and 30,000 yuan for master's degrees [3] - The plan also allows for the direct application of senior titles for technical talents from recognized enterprises, with a target of adding over 100 senior titles annually through a recommendation system [3] Group 3: Empowerment Actions - The plan focuses on building three types of service platforms to facilitate precise matching of engineers with industrial needs, including a technical problem-solving platform, a flexible talent introduction platform, and a collaboration platform for knowledge exchange between enterprises and educational institutions [4] - The introduction of a "weekend engineer" model aims to attract high-level talents from developed regions to provide services in Jining [4] Group 4: Incentive Actions - The plan employs a dual incentive approach, combining material and spiritual rewards to stimulate innovation among engineers, including annual salary guidelines linked to technical titles and monetary rewards for newly acquired senior titles [5] - A talent pool for outstanding engineers will be established to provide tailored services and promote a culture of innovation and practical achievement [5]