Core Viewpoint - China Jinmao (00817) reported a year-on-year increase of 13.56% in signed sales amount for January 2026, totaling RMB 7.603 billion [1] Group 1: Sales Performance - The company and its subsidiaries achieved a signed sales amount of RMB 76.03 billion in January 2026, which includes various projects such as Changsha Meixi Lake International New City and Nanjing Qinglongshan International Ecological New City [1] - The signed sales area for the month was 336,600 square meters [1] Group 2: Future Sales - As of January 31, 2026, the company recorded a subscribed (but not yet signed) property sales amount of RMB 604 million [1]

Report Overview - The report is a fixed - income report released on February 9, 2026, focusing on high - frequency economic data analysis and providing investment - related insights [1] Report Industry Investment Rating - Not provided in the given content Core Viewpoints - High - frequency economic data shows production heat differentiation, with rising coke oven, blast furnace, and PTA operating rates and falling asphalt and tire operating rates [2][31] - The commercial housing transaction area decreases, while the land supply area slightly increases [2][31] - Overall prices are declining, including energy, metal, and agricultural product prices [2][31] - As the holiday approaches, subway passenger volume and peak congestion index in first - tier cities decline, while domestic and international flight volumes grow rapidly [2][31] - Short - term focus should be on the implementation of fiscal and monetary coordinated policies [2][31] Summary by Directory 1. Production - **Steel**: Coke oven capacity utilization increases by 0.48 pct, blast furnace operating rate rises by 0.53 pct, and rebar production drops by 8.15 tons. The inventory increases by 4.52 tons [8] - **Petroleum Asphalt**: The operating rate drops by 1.0 pct to 24.5% [8] - **Chemical Industry**: PX operating rate remains flat, while PTA operating rate increases by 1.07 pct to 76.9% [8] - **Automobile Tires**: The full - steel tire operating rate drops by 1.74 pct to 60.7%, and the semi - steel tire operating rate drops by 2.08 pct to 72.76% [9] 2. Demand - **Real Estate**: The commercial housing transaction area decreases by 28.05 square meters to 123.24 square meters. The inventory - to - sales ratio drops by 1.83 to 114.86. The land supply area increases by 29.65 square meters to 1021.03 square meters, and the residential land transaction premium rate drops by 2.91 pct to 0.01% [13] - **Movie Box Office**: The box office drops by 0.2 billion yuan to 284 million yuan [13] - **Shipping Freight Rates**: The SCFI index drops by 3.81%, the CCFI index drops by 4.55%, and the BDI index drops by 10.47% [16] 3. Prices - **Energy**: Brent crude oil price drops by 3.73% to $68.05 per barrel, and coking coal futures price drops by 1.83% to 1154 yuan per ton [20] - **Metals**: LME copper, aluminum, and zinc futures prices change by - 0.08%, - 0.81%, and + 0.39% respectively, and domestic rebar futures price drops by 1.81% [21] - **Agricultural Products**: The agricultural product wholesale price 200 index drops by 0.70%. Pork, egg, and vegetable prices drop by 1.45%, 1.28%, and 1.78% respectively, while fruit prices increase by 0.25% [24] 4. Logistics - **Subway Passenger Volume**: In Beijing, it drops by 5.73 million person - times to 9.9066 million person - times, with a weekly change of - 0.57%. In Shanghai, it drops by 8.57 million person - times to 9.96 million person - times, with a weekly change of - 0.85% [27] - **Flight Volume**: Domestic (excluding Hong Kong, Macao, and Taiwan) flight volume increases by 1050.43 flights to 14699.14 flights, with a weekly change of 7.7%. Domestic (Hong Kong, Macao, and Taiwan) flight volume increases by 15.57 flights to 397.29 flights, with a weekly change of 4.08%. International flight volume increases by 107.43 flights to 1929.43 flights, with a weekly change of 5.9% [28] - **Urban Traffic**: The peak congestion index in first - tier cities drops by 0.07 to 1.58, with a weekly change of - 4.15% [28]

股东特别大会上，参与投票股东的赞成票占比达99.97%，同样高票通过相关特别决议案。本次私有化 要约人 June Glory International Limited 目前持有五矿地产已发行股份约61.88%，并未参与法院会议及股 东特别大会的相关投票。 此外，五矿地产股份预期最后买卖时限为2月10日下午四时十分，计划预计于2月27日生效，上市地位预 计3月3日下午四时正撤销。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 来源：观点地产网 观点网讯：2月9日，五矿地产发布联合公告称，公司私有化计划已获法院会议及股东特别大会高票通 过，后续将按计划推进撤销上市地位等事宜。 根据公告内容，法院会议上，参与投票的无利害关系计划股东投出的赞成票占比99.90%、反对票占比 0.10%，其中反对票数占全体无利害关系计划股东所持总票数的比例仅为0.07%，远超相关规则的通过 要求 ...

Group 1 - The People's Bank of China conducted a 1,130 billion yuan reverse repurchase operation with a 7-day term at an interest rate of 1.40%, maintaining the previous rate, resulting in a net injection of 380 billion yuan after 750 billion yuan of reverse repos matured on the same day [1] - The overnight Shanghai Interbank Offered Rate (Shibor) slightly decreased by 0.70 basis points to 1.2700%, while the 7-day and 14-day Shibor rates increased by over 7 basis points, reaching 1.5050% and 1.5840% respectively [1][2] - In the interbank pledged repo market, most rates increased, with DR014 rising nearly 10 basis points and R014 surpassing 1.61%. The weighted average rates for DR001 and R001 decreased by 0.1 basis points and increased by 1.0 basis points, respectively [4] Group 2 - The money market rates on February 9 showed a balanced funding environment in the morning, but tightened in the afternoon, with overnight pledged rates trading around 1.50% and rising to 1.60% by the end of the day [8] - The secondary market for negotiable certificates of deposit (NCDs) remained relatively quiet, with long-end yields continuing a slight downward trend and short-end yields increasing slightly after midday [9] - The Ministry of Finance announced tax incentives for cross-border e-commerce export return goods, exempting import duties and VAT for goods returned within six months due to unsold or returned reasons [11]

Group 1: Real Estate Market - The preliminary clearance rate for property auctions in Australia reached 73.7%, the highest level since last year's spring selling season, up from 69.7% the previous week [1] - Sydney's clearance rate was 79.6%, the highest since August of last year, with 602 properties auctioned, a 31% increase from the previous week [1] - Melbourne's clearance rate was lower at 67.9%, with 638 properties auctioned [1] - Brisbane, Adelaide, Canberra, and Perth also showed strong clearance rates, with Brisbane at 69%, Adelaide at 83.6%, Canberra at 69.7%, and Perth at 75%, all higher than the same period last year [1] Group 2: Superannuation Industry - Major industry funds like AustralianSuper, Australian Retirement Trust, and Aware Super experienced significant member outflows in FY2025, with AustralianSuper facing a net redemption of over AUD 250 million [3][4] - Aware Super and Australian Retirement Trust lost AUD 400 million and AUD 1.3 billion respectively due to member exits [4] - Retail wealth platforms like HUB24 and Netwealth attracted substantial inflows, with HUB24 gaining AUD 7.5 billion and Netwealth AUD 4 billion during FY2025 [6] Group 3: Education Sector - Tuition fees for Sydney's top 10 private schools have risen significantly, with an average increase of 6.7% last year, yet most schools saw a decline in academic performance [10] - The Scots College remains the most expensive private school in New South Wales, with fees reaching AUD 52,770 for Year 12 in 2026, a 6.5% increase [10] - Several schools, including Kambala and Wenona, reported their worst rankings in a decade, despite fee increases [10] Group 4: Wine Industry - UBS downgraded Treasury Wine Estates (ASX:TWE) to "sell," citing deteriorating risk-reward dynamics amid industry headwinds [12][13] - TWE's stock fell 7.97% to AUD 5.08 following the downgrade, with the company facing challenges in its Penfolds and Americas businesses [14] - UBS lowered TWE's earnings forecasts for FY2026 and FY2027, predicting no dividends due to debt ratio concerns [13][15] Group 5: Mining and Resources - The Resourcing Tomorrow Hong Kong 2026 event will take place in April 2026, focusing on the evolving landscape of the mining and resources sector [18][19] - The event aims to address the changing dynamics of resource investment, emphasizing project feasibility and supply chain security [19][20] - Over 250 high-level participants, including representatives from major mining companies and financial institutions, are expected to attend [21][24] Group 6: Office Market - Australia's office vacancy rate has reached its highest level since 1996, climbing from 15.2% in August 2025 to 15.9% in January 2026 [36][37] - Major cities like Sydney and Melbourne are experiencing significant increases in vacancy rates, with Melbourne's rate rising to 19% [37] - Despite current challenges, there are signs of recovery in demand for high-quality office spaces, with expectations of reduced supply supporting market recovery [38]

旭辉控股集团(00884)公布，于2026年1月，集团取得合同销售(连合营企业及联营公司的合同销售)金额 约人民币7.3亿元及合同销售面积约7.15万平方米，合同销售均价约人民币11,100元╱平方米，及公司股 东权益应占合同销售金额约人民币3.3亿元。 ...

规模方面，截止2月6日，港股通红利低波ETF（159117）最新份额为8440.12万份，最新规模为9122.08 万元。回顾2025年12月31日，港股通红利低波ETF（159117）份额为1.45亿份，规模为1.48亿元。即该 基金今年以来份额减少41.95%，规模减少38.39%。 来源：新浪基金∞工作室 流动性方面，截止2月9日，港股通红利低波ETF（159117）近20个交易日累计成交金额1.46亿元，日均 成交金额731.35万元。 港股通红利低波ETF（159117）现任基金经理为闫冬、余展昌。闫冬自2025年9月30日管理（或拟管 理）该基金，任职期内收益7.68%；余展昌自2025年9月30日管理（或拟管理）该基金，任职期内收益 7.68%。 最新定期报告显示，港股通红利低波ETF（159117）重仓股包括江西铜业股份、远东宏信、中国神华、 中国海洋石油、恒隆地产、中国石油股份、信和置业、恒安国际、中国石油化工股份、恒生银行，持仓 占比如下。 股票代码股票名称持仓占比持仓股数（股）持仓市值（元）00358江西铜业股份4.39%16.80万650.67万 03360远东宏信3.33%67.80 ...

格隆汇2月9日丨旭辉控股集团(00884.HK)公告，于2026年1月，集团录得(i)合同销售(连合营企业及联营 公司的合同销售)金额约人民币7.3亿元及合同销售面积约71,500平方米，(ii)合同销售均价约人民币 11,100元╱平方米，(iii)公司股东权益应占合同销售金额约人民币3.3亿元。 ...

保利发展公告，2026年1月，公司实现签约面积73万平方米，同比减少5.45%；签约金额156.17亿元，同 比减少13.31%。 ...

格隆汇2月9日丨顺发恒能(000631.SZ)公布，截至2026年2月9日，公司通过回购专用证券账户，以集中 竞价方式累计回购股份数量为7627.90万股，占公司总股本的比例为3.18%，最高成交价为4.435元/股， 最低成交价为3.27元/股，成交总金额为3.05亿元（不含交易费用）。 ...