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251只港股获南向资金大比例持有
Sou Hu Cai Jing· 2026-01-06 01:47
| | | 持股量 | 占已发行 | 收盘价 | 日涨跌幅 | | | --- | --- | --- | --- | --- | --- | --- | | 代码 | 简称 | | 股份比例 | | | 行业 | | | | (万股) | | (港元) | (%) | | | | | | (%) | | | | | 00728 | 中国电信 | 994079.57 | 71.63 | 5.410 | -1.10 | 电讯业 | | 01330 | 绿色动力环保 | 28233.20 | 69.81 | 5.310 | 1.92 | 工业 | | 01635 | 大众公用 | 36515.00 | 68.41 | 3.360 | -2.89 | 公用事业 | | 01108 | 凯盛新能 | 17066.40 | 68.25 | 3.820 | 1.87 | 工业 | | 01065 | 天津创业环保股份 | 22881.01 | 67.29 | 4.260 | 0.95 | 公用事业 | | 01088 | 中国神华 | 223999.55 | 66.31 | 38.900 | -1.92 | 能源业 | ...
大鹏工业龙虎榜数据(1月5日)
Zheng Quan Shi Bao Wang· 2026-01-05 14:43
北交所公开信息显示,当日该股因日换手率达28.25%上榜,机构专用席位净卖出530.20万元。 证券时报·数据宝统计显示,上榜的前五大买卖营业部合计成交9131.63万元,其中,买入成交额为 5238.12万元,卖出成交额为3893.51万元,合计净买入1344.61万元。 具体来看,今日上榜的营业部中,共有1家机构专用席位现身,即买四、卖一,买入金额645.25万元, 卖出金额1175.46万元,合计净卖出530.20万元。 大鹏工业(920091)今日下跌3.44%,全天换手率28.25%,成交额3.02亿元,振幅7.02%。龙虎榜数据显 示,机构净卖出530.20万元,营业部席位合计净买入1874.81万元。 | 买/ | 会员营业部名称 | 买入金额(万 | 卖出金额(万 | | --- | --- | --- | --- | | 卖 | | 元) | 元) | | 买一 | 国金证券股份有限公司深圳分公司 | 1958.94 | 476.78 | | 买二 | 国信证券股份有限公司深圳互联网分公司 | 1379.64 | 473.81 | | 买三 | 中信建投证券股份有限公司上海营口路证券营业部 ...
双欣环保:目前公司特种纤维产品主要应用在工业、建筑、防护和特种纺织品行业
Mei Ri Jing Ji Xin Wen· 2026-01-05 11:25
(文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:董秘您好!贵司特种纤维都用到哪个行业?有用到航 空器上吗? 双欣环保(001369.SZ)1月5日在投资者互动平台表示,尊敬的投资者您好,目前公司特种纤维产品主 要应用在工业、建筑、防护和特种纺织品行业,尚未应用到航空器上,感谢您的关注。 ...
机构席位卖出1175.46万 北交所上市公司大鹏工业登龙虎榜
Sou Hu Cai Jing· 2026-01-05 10:06
| | 2026-01-05大鹏工业(920091) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额 | 卖出金额 | | | | (元) | (元) | | ਜੇਨਾ | 国金证券股份有限公司深圳分公司 | 19589431.3 | 4767839.81 | | 买2 | 国信证券股份有限公司深圳互联网分公司 | 13796352.54 | 4738121.57 | | 买3 | 中信建投证券股份有限公司上海营口路证券营业部 | 7738275.9 | 6904958.75 | | द्र 4 | 机构专用 | 6452534 75 | 11754576.62 | | 买5 | 招商证券股份有限公司深圳前海路证券营业部 | 4796751 48 | 331225.59 | | 卖1 | 机构专用 | 6452534 75 | 11754576.62 | | 卖2 | 中国中金财富证券有限公司成都一环路北三段万达广场证券 | 7848 | 10438401.19 | | | 营业部 | | | | 卖3 | 中信建投证券股份有限公司上海营口路 ...
数读“十四五”贵州答卷丨团结奋斗、繁荣发展,共织多彩贵州新锦绣
Xin Lang Cai Jing· 2026-01-05 09:29
近年来,贵州坚持以铸牢中华民族共同体意识为主线,始终把民族团结进步事业作为战略性、全局性、基础性事业抓紧抓好,全面推动民族工作高质量发 展,不断取得新的进展和明显成效,谱写了各民族共同团结奋斗、共同繁荣发展的贵州新篇章。 动静 G多彩资州网 6439.5亿元 截至2024年底,贵州民族区域自治地方 地区生产总值6439.5亿元 较2020年增长1031.9亿元 46个民族地区县 (市) 中 地区生产总值超百亿元为31个 动静 G多彩资州风 22 17 亿人次 2024年,黔东南、黔西南、黔南三个民族区域自治州 规上工业增加值分别增长18.2%、10.0%、9.8% 粮食产量达356.5万吨,农产品加工转化率约62% 共接待游客2.17亿人次,同比增长11.4% 实现旅游总收入2374.91亿元,同比增长12.8% 动静 G多彩资州风 义南站 动静 G多彩资州风 四十八" 200余种 建成"贵州少数民族古籍数字平台" 数据库 完成全省6千余部26余万页古籍数字化扫描录入 累计资助出版民族古籍类图书200余种 重点打造 "贵州省铸牢中华民族共同体意识古籍整理出版书系" 9 sh " 0 38万公里 截至2024年 ...
国信证券:港股修复行情已开启 AI方向仍将被重点关注
智通财经网· 2026-01-05 06:05
Core Viewpoint - The market anticipates that the next interest rate cut by the Federal Reserve will be delayed until late April 2024, following the December rate cut, with a focus on employment data and inflation pressures [1][2]. Group 1: U.S. Economic Outlook - Inflation pressures are decreasing, and future focus will be on employment data due to the impact of government shutdowns on economic data quality [2]. - The real estate market is weak, and the employment market is relatively sluggish, indicating that inflation pressures will remain manageable in the near term [2]. Group 2: Domestic Market Focus - The two main themes that could change market expectations in 2026 are the release of the 14th Five-Year Plan during the Two Sessions and the continuous improvement of the Producer Price Index (PPI) [3]. - The 14th Five-Year Plan will provide clearer growth expectations and market capacity, while PPI improvements will be crucial for corporate profitability and market sentiment [3]. Group 3: Hong Kong Stock Market - The market outlook for the first half of 2026 is positive, driven by a weaker U.S. dollar and improved domestic liquidity, creating a dual-driven market [4]. - AI remains a key focus for 2026, with expectations for accelerated domestic semiconductor hardware production and increased AI application deployment, particularly in the Hang Seng Technology and Internet sectors [4]. - The recovery of corporate profits in 2026 is supported by a trend against excessive competition, benefiting upstream metals and certain industrial companies [4]. Group 4: Non-Banking Sector - Non-banking sector performance has been significantly upgraded recently, with insurance and brokerage firms expected to benefit from market stabilization [5]. Group 5: Innovative Pharmaceuticals and Consumer Sector - The innovative pharmaceutical sector shows stable performance and is worth holding, with potential for recovery upon the release of new business development projects [6]. - In the consumer sector, certain areas like collectible toys have seen valuations drop to around 15 times earnings for 2026, and ongoing government consumer subsidies are expected to support recovery [6].
元旦新年伊始,无锡市召开新型工业化暨特色优势产业发展大会
Yang Zi Wan Bao Wang· 2026-01-05 05:46
四要以"育"蓄势能,壮大未来产业。编制特色优势产业目录和产业规划,完善针对商业航天、量子科 技、具身智能、脑机接口等"5+X"未来产业的培育推进机制。系统构建先进技术瞭望与培育体系,更好 发挥专业基金对未来产业的比选寻优功能,更好释放优质场景对优质项目的吸引作用,全力争创未来产 业先导区。 会议强调,无锡各级各部门要进一步强化市区联动、部门协同,持续迭代奖补政策"免申即享"等营商环 境政策体系,扎实开展"换位跑一次"活动,全力解决企业经营、产业发展的急难愁盼问题。同时,要更 加尊重保护企业家权益,更加细致关爱企业家健康,丰富优化对企业家的"城市礼遇",让广大企业家在 无锡投资安心、创业顺心、生活舒心。希望广大企业家继续弘扬新时代锡商精神,坚定投资无锡、深耕 无锡、赢在无锡的信心决心。 擦亮新时代工商名城品牌,奏响建设产业科创名城强音。1月4日,2026年第一个工作日,无锡市召开新 型工业化暨特色优势产业发展大会。无锡市委书记杜小刚讲话,市长蒋锋主持并提出具体要求。市领导 许峰、陆志坚等出席。 会议回顾总结了"十四五"以来无锡全市推进新型工业化取得的积极成效和实践认识,明确了今年及未来 五年的工作目标,提出到2 ...
关注新兴成长板块投资机会,成长ETF易方达(159259)标的指数早盘涨超2%
Sou Hu Cai Jing· 2026-01-05 05:11
Group 1 - The technology growth sector showed strong performance, with the Guozheng Growth 100 Index rising by 2.4%, the Guozheng Free Cash Flow Index increasing by 0.6%, and the Guozheng Value 100 Index up by 0.3% as of midday close [1] - Huaxi Securities predicts that 2026 will be a significant year due to multiple positive factors, indicating a solid foundation for a bull market, with early signs of spring rally already observed [1] Group 2 - The Guozheng Growth 100 Index consists of 100 stocks with a strong growth style in the A-share market, with over 65% of its composition in the information technology and materials sectors, and a rolling P/E ratio of 54.1 times [3] - The Guozheng Value 100 Index is made up of 100 stocks with a strong value style, with over 65% in consumer discretionary and financial sectors, and a rolling P/E ratio of 9.5 times [3] - The Guozheng Free Cash Flow Index includes 100 stocks with high free cash flow levels, with over 70% in industrial, materials, and consumer discretionary sectors, and a rolling P/E ratio of 13.6 times [4]
“A股四大指数”要来了?
第一财经· 2026-01-05 02:05
Core Viewpoint - The launch of the Sci-Tech Innovation Board Composite Index (Sci-Tech Index) marks a significant development in the A-share market, with the index being considered for inclusion as one of the "four major indices" alongside the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index, reflecting the growing importance of the Sci-Tech sector in China's economy [3][4][5]. Group 1: Importance of the Sci-Tech Index - The Sci-Tech Index has shown a growth of approximately 48% since its launch on January 20, 2025, and a cumulative increase of 115% since September 24, 2024, indicating strong market performance [3]. - The index has attracted significant interest, with 46 fund managers launching 78 index funds related to the Sci-Tech Index, accumulating a total scale of 27.4 billion yuan [3][12]. - Experts believe that the inclusion of the Sci-Tech Index will enhance the A-share market's index system, providing a comprehensive representation of the technology sector and filling a critical gap in the existing index framework [4][9]. Group 2: Structural Differences and Complementarity - The Sci-Tech Index covers 576 stocks, achieving a coverage rate of 96% within the Sci-Tech Board, while the other major indices have different coverage and industry weightings, creating a complementary relationship among them [7][9]. - The industry weightings reveal that the Sci-Tech Index has a dominant focus on information technology (54.63%), contrasting with the other indices that emphasize traditional sectors or different technology applications [7][8]. - The four indices together create a multi-layered, differentiated core index system for the A-share market, each serving distinct functions and contributing to a collaborative ecosystem [8][9]. Group 3: Investment Logic Shift - The investment logic is shifting from a "profit-oriented" approach to an "innovation-driven" model, reflecting the unique characteristics of hard technology assets that require a different valuation paradigm [10][12]. - Investors are encouraged to focus on long-term growth potential and technological breakthroughs for hard technology assets, while traditional assets should emphasize stable cash flows and dividend capabilities [12][13]. - The Sci-Tech Index's high valuation compared to other indices is not seen as a bubble but rather a reflection of the unique attributes of hard technology investments, which involve high R&D costs and long-term returns [11][12]. Group 4: Future Outlook and Development - The Sci-Tech Index is expected to continue gaining attention and importance in the capital market over the next 3-5 years, with potential to become a global benchmark for China's technological innovation [19]. - Enhancements in the index's composition and governance will be crucial for its global recognition and influence, as well as attracting domestic and international long-term investors [19]. - The index's ability to represent China's "new quality productivity" and its alignment with national strategic directions will further solidify its role as a core asset allocation tool for technology investments [16][18].
国电南自(600268):中标中国水利水电第十六工程局有限公司采购项目,中标金额为168.95万元
Xin Lang Cai Jing· 2026-01-04 13:37
同壁财经讯,企查查数据显示,根据《中国电建水电十六局漳浦朝阳水库工程项目部监控保护设备采购 项目 中标结果公示》,国电南京自动化股份有限公司于2026年1月4日公告中标中国水利水电第十六工 程局有限公司采购项目,中标金额为168.95万元。 相关上市公司:国电南自(600268.SH) 2025年上半年公司营业收入为42.82亿元,营业收入增长率为25.23%,归属母公司净利润为1.59亿元, 归属母公司净利润增长率为197.03%。 目前公司属于工业行业,主要产品类型为继电保护及调度自动化,2024年报主营构成为电网保护及自动 化类产品:42.37%;系统集成中心业务:22.19%;电厂自动化产品:13.04%;信息技术业务:6.37%;铁路自动化 保护产品:4.3%;水电自动化类产品:3.75%;智能一次设备产品:2.87%;信息安防产品:2.71%;节能减排产 品:1.92%;其他业务:0.38%;其他:0.1%。 目前公司属于工业行业,主要产品类型为继电保护及调度自动化,2024年报主营构成为电网保护及自动 化类产品:42.37%;系统集成中心业务:22.19%;电厂自动化产品:13.04%;信息技术 ...