国泰安康定期支付混合A（000367）成立日期2014年4月30日，最新规模1.7亿。今年以来收益0.64%， 同类排名7865/9012；近一年收益4.77%，同类排名7350/8157；成立以来收益104.3%。 国泰安康定期支付混合A（000367）基金经理为茅利伟。 1月12日，新澳股份涨5.01%，截至发稿，报8.60元/股，成交7163.20万元，换手率1.19%，总市值62.80 亿元。 资料显示，浙江新澳纺织股份有限公司位于浙江省桐乡市崇福镇观庄桥，成立日期1995年9月8日，上市 日期2014年12月31日，公司主营业务涉及羊毛纱线及羊毛毛条、羊绒纱线的研发、生产和销售。主营业 务收入构成为：毛精纺纱线56.11%，羊绒30.77%，羊毛毛条11.87%，改性处理、染整及羊绒加工 0.78%，其他0.48%。 从基金十大重仓股角度 数据显示，国泰基金旗下1只基金重仓新澳股份。国泰安康定期支付混合A（000367）三季度持有股数 20万股，占基金净值比例为0.66%，位居第五大重仓股。根据测算，今日浮盈赚取约8.2万元。 截至发稿，茅利伟累计任职时间2年214天，现任基金资产总规模41.75亿 ...

1月9日，百隆东方涨1.53%，成交额7828.87万元。两融数据显示，当日百隆东方获融资买入额1629.12 万元，融资偿还775.31万元，融资净买入853.80万元。截至1月9日，百隆东方融资融券余额合计7885.94 万元。 融资方面，百隆东方当日融资买入1629.12万元。当前融资余额7883.37万元，占流通市值的0.88%，融 资余额超过近一年80%分位水平，处于高位。 融券方面，百隆东方1月9日融券偿还1000.00股，融券卖出1400.00股，按当日收盘价计算，卖出金额 8358.00元；融券余量4300.00股，融券余额2.57万元，低于近一年30%分位水平，处于低位。 截至9月30日，百隆东方股东户数2.31万，较上期减少11.64%；人均流通股64776股，较上期增加 13.17%。2025年1月-9月，百隆东方实现营业收入57.24亿元，同比减少5.76%；归母净利润5.50亿元，同 比增长33.23%。 分红方面，百隆东方A股上市后累计派现41.87亿元。近三年，累计派现18.03亿元。 机构持仓方面，截止2025年9月30日，百隆东方十大流通股东中，华泰柏瑞上证红利ETF（510 ...

Sugar Market - Raw sugar prices continue to fluctuate, with Thailand's cumulative sugarcane crushing volume for the 2025/26 season reaching 16.98 million tons as of January 7, a decrease of 5.77 million tons or 25.35% compared to the same period last year [2][15] - The sugar content of the cane is 11.54%, down 0.08% from last year, while the sugar production rate is 9.017%, a decrease of 0.209% year-on-year [2][15] - Sugar production is reported at 1.53 million tons, down 567,300 tons or 27.03% from last year [2][15] - Domestic sugar prices in Guangxi range from 5,320 to 5,380 yuan per ton, while in Yunnan, prices are between 5,140 and 5,230 yuan per ton [2][15] - The market sentiment is generally positive due to rising prices in the financial markets and commodities, although the market is expected to face pressure post-Spring Festival as it enters a sales lull [3][15] Cotton Market - The new cotton planting area is expected to be strongly regulated, with the current cotton inspection volume at approximately 6.7 million tons, an increase of 827,000 tons year-on-year [16][17] - As of January 4, the comprehensive operating rate for yarn production is 49.65%, down 0.45 percentage points week-on-week, indicating a slight decrease in demand from textile enterprises [17][19] - In November, China's cotton imports reached 120,000 tons, an increase of 30,000 tons month-on-month and 10,000 tons year-on-year, while cotton yarn imports were 150,000 tons, also showing an increase [18][19] - Commercial cotton inventory in China as of the end of December was 5.78 million tons, up 435,700 tons month-on-month and 996,000 tons year-on-year [19][20] - The market is experiencing divergence, with cotton prices rising due to various factors, including anticipated adjustments in planting areas and overall market sentiment, but the increase in raw material costs is compressing profit margins for textile companies [21][20]

Economic Indicators - As of January 11, 2026, the ECI supply index is at 49.95%, up 0.03 percentage points from last week, while the demand index remains stable at 49.83%[6] - The ECI investment index is at 49.84%, down 0.01 percentage points, and the consumption index is at 49.67%, up 0.03 percentage points[6] - The ECI export index is at 50.17%, down 0.02 percentage points, indicating a mixed performance in economic activity[6] Loan and Financing Data - In the first 11 months of 2025, new RMB loans totaled 15.36 trillion, a decrease of 1.74 trillion compared to the same period in 2024[14] - It is expected that December 2025 will see new loans of approximately 1 trillion, consistent with seasonal trends from the past three years[14] - The social financing scale is projected to increase by around 2 trillion in December 2025, down approximately 0.86 trillion year-on-year, with a slight decrease in growth rate to 8.3%[14] Consumption and Investment Trends - The average daily sales of passenger cars reached 122,628 units in the last week of December 2025, an increase of 19,277 units year-on-year[24] - The transaction area of commercial housing in 30 major cities decreased by 25% week-on-week, but the supply of land increased by 29.62%[31] - The price of ordinary Portland cement was recorded at 281.30 yuan/ton, showing a slight decrease of 0.10 yuan/ton compared to the previous period[31] Export Performance - The export growth rate for South Korea in December was 13.40%, an increase of 5 percentage points from November, indicating a recovery in global demand[36] - The total cargo throughput at monitored ports in China decreased by 0.65% week-on-week, reflecting some challenges in export activity[36] Inflation and Price Trends - The average wholesale price of pork rose to 17.92 yuan/kg, an increase of 0.26 yuan/kg, while the price of 28 monitored vegetables fell slightly to 5.60 yuan/kg[42] - Brent crude oil futures settled at $61.55 per barrel, up by $0.18, indicating a slight recovery in global oil prices[42] Risk Factors - Uncertainties remain regarding U.S. tariff policies and the potential for policy measures to fall short of market expectations[55] - The sustainability of improvements in the real estate sector is still under observation[55]

Group 1 - The core idea of the article highlights the innovative "shared factory" model implemented in the textile industry of Fuping County, Hebei Province, which connects 231 family-run workshops into a collaborative industrial chain for efficient production of workwear for export to Europe and America [3] - The shared factory model allows for the retention of flexible employment advantages while achieving economies of scale, thus providing a solid foundation for local residents' prosperity [3]

从聚杰微纤十大流通股东角度 数据显示，国泰基金旗下1只基金位居聚杰微纤十大流通股东。国泰金马稳健回报混合A（020005）三 季度减持26.7万股，持有股数47.19万股，占流通股的比例为0.35%。根据测算，今日浮亏损失约90.6万 元。 国泰金马稳健回报混合A（020005）成立日期2004年6月18日，最新规模9.14亿。今年以来收益1.64%， 同类排名5802/8827；近一年收益51.9%，同类排名1771/8084；成立以来收益825.15%。 1月9日，聚杰微纤跌5.09%，截至发稿，报35.80元/股，成交3.10亿元，换手率6.23%，总市值53.42亿 元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，江苏聚杰微纤科技集团股份有限公司位于江苏省苏州市吴江区八坼镇交通路68号，成立日期 2000年5月26日，上市日期2020年3月12日，公司主营业务涉及超细复合纤维面料及制成品的研发、生 产、销售。主营业务收入构成为：超细纤维制成品61. ...

河北省保定市高阳县纺织商贸城是我国北方最大的毛巾专业批发市场，年交易额逾60亿元。中国银行高阳支行立 足商贸城内小微商户众多、资金需求短平快等特色，创新金融产品，累计为超过500家纺织企业提供信贷资金支 持，助力中小企业扩大销售、打开市场。图为该行客户经理在保定沐泽纺织品有限公司了解产品销售与金融需求 情况。 ...

Core Insights - The Ministry of Industry and Information Technology has announced the 2025 list of China's consumer brands, with eight brands from Hubei province included, among which Enshi Yulu is the only tea brand selected [1][10] - Enshi Yulu, recognized as China's only preserved steamed green needle tea, was inscribed in the UNESCO Intangible Cultural Heritage list in 2022, highlighting its historical significance [4] - The brand value of Enshi Yulu is projected to reach 4.272 billion yuan by 2025, with an annual increase of 558 million yuan, marking one of the highest growth rates among tea brands nationwide [5] - Enshi Yulu was included in the first batch of national geographical indication protection projects in 2024, establishing a robust institutional framework for its unique quality and reputation [5] Industry Development - Enshi Prefecture has developed a modern tea industry brand matrix centered around Enshi Yulu, promoting high-quality development in the tea sector [6] - In 2024, Enshi Prefecture's tea export volume reached 16,400 tons, with an export value of 58.28 million USD, accounting for 58.57% and 48.57% of the province's total, respectively [6] - The total area of tea gardens in Enshi Prefecture has expanded to 1.82 million acres, with the comprehensive output value of the tea industry exceeding 27 billion yuan, maintaining the top position in Hubei province and ranking fourth among city-level tea regions nationwide [6]

长江经济带覆盖11个省市，人口规模、经济总量约占全国一半。长江经济带发展战略实施十年来，共抓 大保护、不搞大开发的理念在长江经济带落地生根，生态长江底色更加鲜明。 纺织产业向技术密集型转型 整个园区立足后发优势，打造更高效、更绿色的产业园区。这里的企业厂房一般都是3到4层，企业的标 准化生产车间可以像搭积木一样，一层层复制，既节约企业用地成本，又让企业的物流与配套效率大大 增加。同时，在园区企业准入方面设置更高标准的环保门槛，绿色发展成为园区与企业的共识。 落户企业不做旧产线的物理迁移，而是用产业升级的眼光，瞄准世界纺织行业的前沿需求，努力让纺织 产业从劳动密集型向技术密集型转型。 在不少企业现代化生产车间里，布局超过一万平方米的数十条生产线，每一个班次，只需要十来个人就 能完成生产，工人骑着电瓶小车巡护生产线，成了他们的工作日常。同时，更多的技术革新与校企合 作，也为企业注入了更多创新动力。 保护好我们的母亲河长江，需要上下游联动，发展好长江经济带也需要东西协作，上下游协同。同饮一 江水，与君共勉！ （文章来源：央视新闻客户端） 在四川宜宾屏山县的"浙川产业协作示范园"，当地将纺织产业打造成融入长江经济带的 ...

Core Viewpoint - The company, Taihua New Materials, has established stable partnerships with renowned domestic and international brands such as Decathlon, Uniqlo, and Anta, due to its advantages in product development, technology, supply chain, and product quality [1] Group 1: Product Orders and Market Position - The company's finished fabric orders exhibit characteristics of "small batches, multiple batches, and short delivery times" [1] - The company has gained the trust of major clients through years of development and has built stable cooperative relationships with them [1] Group 2: Production Capacity and Expansion - The main production capacity includes a high-end nylon fabric weaving and dyeing integrated project in Huai'an, Jiangsu, with an annual output of 200 million meters, which has already commenced partial production [1] - A production base in Vietnam, with a total investment of no more than 100 million USD, is set to produce 60 million meters of grey fabric annually, with capacity expected to be operational by 2026 [1] - The Vietnam production base will better meet international clients' demands for high quality, sustainability, and rapid response, enhancing the company's brand influence and market coverage [1]