| 建筑装饰 | | | | 交建股份 | | | --- | --- | --- | --- | --- | --- | | 房地产 | -1.56 | 148.25 | -3.54 | 海泰发展 | -5.13 | | 钢铁 | -1.87 | 61.60 | -7.11 | 太钢不锈 | -3.95 | | 有色金属 | -2.30 | 714.21 | -6.21 | 闽发铝业 | -5.68 | （文章来源：证券时报网） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 综合 | 3.93 | 50.29 | 20.94 | 东阳光 | 9.99 | | 通信 | 2.35 | 1163.02 | -0.72 | 恒信东方 | 20.04 | | 电子 | 1.64 | 2629.17 | 9.12 | 普冉股份 | 14.07 | | 商贸零售 | 0.63 | 221.08 | 60.55 | 中央商场 | 10.03 | | 银行 | 0.61 | 14 ...

国家知识产权局信息显示，河南强耐新材股份有限公司、河南省碳中和应用技术研究院有限公司、河南 省资源综合利用产业研究院有限公司取得一项名为"一种免蒸养的人造骨料及其制备方法"的专利，授权 公告号CN117534355B，申请日期为2023年10月。 天眼查资料显示，河南强耐新材股份有限公司，成立于2012年，位于焦作市，是一家以从事建筑装饰、 装修和其他建筑业为主的企业。企业注册资本9078万人民币。通过天眼查大数据分析，河南强耐新材股 份有限公司共对外投资了7家企业，参与招投标项目67次，财产线索方面有商标信息21条，专利信息70 条，此外企业还拥有行政许可71个。 河南省碳中和应用技术研究院有限公司，成立于2022年，位于郑州市，是一家以从事科技推广和应用服 务业为主的企业。企业注册资本1000万人民币。通过天眼查大数据分析，河南省碳中和应用技术研究院 有限公司专利信息18条。 河南省资源综合利用产业研究院有限公司，成立于2019年，位于焦作市，是一家以从事科技推广和应用 服务业为主的企业。企业注册资本1000万人民币。通过天眼查大数据分析，河南省资源综合利用产业研 究院有限公司共对外投资了1家企业，参与招 ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 国家知识产权局信息显示，广东真正工程检测有限公司、广东真正智能科技有限公司取得一项名为"芯 样切割系统"的专利，授权公告号CN120620482B，申请日期为2025年6月。 天眼查资料显示，广东真正工程检测有限公司，成立于2003年，位于广州市，是一家以从事建筑装饰、 装修和其他建筑业为主的企业。企业注册资本3389万人民币。通过天眼查大数据分析，广东真正工程检 测有限公司共对外投资了3家企业，参与招投标项目2088次，财产线索方面有商标信息5条，专利信息70 条，此外企业还拥有行政许可49个。 广东真正智能科技有限公司，成立于2019年，位于广州市，是一家以从事科技推广和应用服务业为主的 企业。企业注册资本500万人民币。通过天眼查大数据分析，广东真正智能科技有限公司参与招投标项 目1次，专利信息4条，此外企业还拥有行政许可1个。 ...

可转债风险重构与应对—基于风险案例 与退市新规视角 联合资信 工商评级二部 杨学慧 王阳 2024 年成为可转债市场的重要转折点，长期以来的零违约格局被打破；2024-2025 年，5 只转债相继发生实质 性违约，多行业评级下调事件频发，5 只转债随正股同步退市，信用风险集中凸显。可转债风险根植于"债性"与 "股性"的双重属性，核心源于主体资质短板与市场政策变化的叠加。经营端，受外部环境波动、周期行业错配、 并购商誉减值及公司治理缺陷等因素影响，经营承压；市场端，权益疲软削弱转股逻辑叠加退市新规收紧，弱资质 主体出清加速，信用风险与退市风险深度绑定。双重风险相互传导，需聚焦业绩亏损、小市值、财务瑕疵及治理缺 陷类主体，警惕违约与退市连锁反应。可转债风险处置呈现"常规化解-极端处置"的梯度路径体系，条款博弈为主 流常规路径，其成效取决于下修幅度、合规约束与市场信心维护的协同；提前赎回与引入战投依赖现金流储备或外 部资源注入；债务重组、破产清算及退市联动属极端情形，易引发显著损失或违约，路径选择本质是基本面、条款 设计与外部支持的综合权衡。展望未来，市场或将在 2027 年迎来转债集中到期高峰，转股比例下滑削弱转 ...

一、证券市场回顾 上周有10只新基金发行,分别为:国联金如意双利一年持有债券B、国联金如意双利一年持有债券C、国联金如意双利一年持有债券A、红土创新新兴产业混合 C、万家增强收益债券A、光大保德信阳光现金宝货币、信澳水星聚利中短债债券A、信澳水星聚利中短债债券E、信澳水星聚利中短债债券C、中金聚金利 货币,详情见下表： | 代码 | 基金名称 | | --- | --- | | 025890.OF | 国联金如意双利一年持有债券B | | 025891.OF | 国联金如意双利一年持有债券C | | 025889.OF | 国联金如意双利一年持有债券A | | 026245.OF | 红土创新新兴产业混合C | | 026241.OF | 万家增强收益债券A | | 025515.OF | 光大保德信阳光现金宝货币 | | 025669.OF | 信澳水星聚利中短债债券A | | 025671.OF | 信澳水星聚利中短债债券E | | 025670.OF | 信澳水星聚利中短债债券C | | 025775.OF | 中金聚金利货币 | 南财金融终端数据显示，上周(12月1日-12月5日,下同)，上证综指周内 ...

证券时报·数据宝统计显示，亚翔集成所属的建筑装饰行业，目前整体涨幅为0.13%，行业内，目前股价 上涨的有82只，涨幅居前的有汇绿生态、海南发展、诚邦股份等，涨幅分别为10.03%、9.97%、 9.16%。股价下跌的有67只，跌幅居前的有交建股份、*ST正平、能辉科技等，跌幅分别为10.02%、 4.98%、4.58%。 机构评级来看，近10日共有1家机构对该股进行评级，11月27日国泰海通证券发布的研报给予公司目标 价为78.50元。 公司12月1日在交易所互动平台披露，截至最新（11月30日）股东户数为14135户，较上期（11月20日） 增加1476户，环比增长11.66%。 亚翔集成股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有10个交易日股价刷新历史 纪录。截至10:10，该股目前上涨3.78%，股价报73.93元，成交263.23万股，成交金额1.88亿元，换手率 1.23%，该股最新A股总市值达157.74亿元，该股A股流通市值157.74亿元。 公司发布的三季报数据显示，前三季度公司共实现营业收入31.09亿元，同比下降29.63%，实现净利润 4.42亿元，同比增长0.78% ...

| 汽车 | 1186.87 | -3.03 | -0.25 | | --- | --- | --- | --- | | 建筑装饰 | 388.40 | -3.17 | -0.81 | | 家用电器 | 364.23 | -4.21 | -1.14 | | 电力设备 | 2154.34 | -4.91 | -0.23 | | 医药生物 | 1640.85 | -5.1 1 | -0.31 | | 电子 | 3600.48 | -6.81 | -0.19 | | 基础化工 | 988.44 | -9.1 1 | -0.91 | （文章来源：证券时报网） 12月5日各行业融资余额环比变动 | 代码 | 最新融资余额（亿元） | 较上一日增减（亿元） | 环比增幅（%） | | --- | --- | --- | --- | | 计算机 | 1785.70 | 9.99 | 0.56 | | 国防军工 | 828.78 | 5.19 | 0.63 | | 机械设备 | 1302.23 | 4.38 | 0.34 | | 银行 | 758.49 | 3.25 | 0.43 | | 非银金融 | 1856.60 | 3 ...

12月5日，金融监管总局发布《关于调整保险公司相关业务风险因子的通知》，在下调险企业务风险因 子的同时明确相关监管要求。一是对长期持仓的沪深300等指数成份股、科创板股票下调风险因子；二 是降低出口信用与海外投资保险的保费和准备金风险因子，同时要求险企完善内控、强化偿付能力管 理，且明确新规优先适用。 登录新浪财经APP 搜索【信披】查看更多考评等级 宏观热点 事关节能降碳工作！国常会最新部署 12月5日，国务院常务会议研究进一步做好节能降碳工作；听取规范涉企行政执法专项行动情况汇报并 审议通过《行政执法监督条例（草案）》；讨论《中华人民共和国国家消防救援人员法（草案）》；部 署全链条打击涉烟违法活动有关举措。会议指出，节能降碳是推进碳达峰碳中和、加快发展方式绿色转 型的重要抓手。要更高水平、更高质量做好节能降碳工作。要切实增强节能降碳内生动力，充分发挥政 策效应，不断完善市场机制。 吴清周末发声：适度打开资本空间和杠杆限制 12月6日，证监会主席吴清出席了中国证券业协会第八次会员大会，围绕证券行业高质量发展致辞。有 观点认为，本次吴清的发言传递出"国家兴衰，金融有责"的核心导向，其中"功能发挥"作为关键抓手 ...

Group 1 - Heng Rui Pharmaceutical has 9 drugs included in the national medical insurance directory for the first time, with an estimated total sales of approximately 8.66 billion yuan for 2024 and 7.55 billion yuan for the first three quarters of 2025 [5] - Junshi Biosciences' products Tuoyi® and Junshida® have been added to the national medical insurance directory, enhancing patient affordability and market promotion [6] - Huadong Medicine's subsidiary has products included in the national medical insurance and commercial insurance innovative drug directories, expected to aid in market promotion [7] Group 2 - Aidi Pharmaceutical's two innovative HIV drugs have successfully renewed their inclusion in the national medical insurance directory, with specific reimbursement prices set [8] - Fuxing Pharmaceutical has multiple products newly included in the national medical insurance directory, which is anticipated to positively impact future performance [9] - Weichuang Biotechnology's product has been included in the national medical insurance directory, which is expected to enhance market promotion and sales [10] Group 3 - Muxi Co., Ltd. announced a final online issuance rate of 0.03348913% after the mechanism was activated, with a total of 22.83 million shares issued [2] - Doushan New Materials reached a consensus on production reduction in the BOPET industry, although the sustainability of long-term price increases remains uncertain [2] - Guanglian Aviation's controlling shareholder has had the detention lifted, allowing normal operations to resume [3] Group 4 - Jiangjian Co., Ltd. clarified that it bears no obligations for any overdue financial products related to its controlling shareholder, confirming normal operations [4] - Tian Ci Materials' controlling shareholder has committed not to reduce holdings, holding 34.35% of the shares [13] - Annie Co., Ltd. is planning a change in control, with stock resuming trading on December 8 [14]

Corporate Announcements - China Pacific Insurance announced that Vice President Yu Ze is under investigation for serious violations of discipline and law, but this will not affect the company's management [2] - Guanglian Aviation reported that its controlling shareholder and chairman Wang Zengduo has had his detention lifted, allowing him to resume his duties, with normal operations continuing [3] - China Communications Construction Company clarified that it bears no repayment or guarantee obligations related to overdue financial products linked to its controlling shareholder, and its operations remain normal [4] - Annie Co. is planning a change in control, with stock trading resuming on December 8, 2025, after a share transfer agreement is signed [5] - Guoao Technology announced that its actual controller is planning a change in control, leading to a temporary suspension of its stock [6] - ST Tianrui terminated its planned change in control due to a lack of consensus, with stock resuming trading on December 8, 2025 [7] Industry Developments - Double Star New Materials noted that leading companies in the BOPET industry have reached a consensus on production cuts to balance supply and demand, although the sustainability of long-term price increases remains uncertain [8] - First Venture received a notice of administrative penalty for failing to diligently supervise a bond project, resulting in fines and warnings, but this will not significantly impact its operations [12] - China Chemical announced that its nylon new materials project has reached full production capacity, enhancing efficiency and market competitiveness [14] Pharmaceutical Sector Updates - Hengrui Medicine reported that nine of its drugs have been included in the national medical insurance directory, with a total expected sales of approximately 8.66 billion yuan for 2024 [15] - Junshi Biosciences announced that its products have received new indications and have been included in the national medical insurance directory, enhancing market accessibility [16] - Huadong Medicine's subsidiary has had its products included in the national medical insurance and commercial insurance innovation drug directories, aiding market promotion [17] - Aidi Pharmaceutical's two innovative HIV drugs have been renewed for inclusion in the national medical insurance directory, with specific pricing established [18] - ZhiXiang JinTai's monoclonal antibody has been included in the national medical insurance directory, which is expected to positively impact future sales [19] - Fosun Pharma announced multiple products have been newly included in the national medical insurance directory, which is anticipated to positively influence future performance [20] - Zejing Pharmaceutical's drug has been included in the national medical insurance directory, which will enhance affordability and market promotion [21] - Micron Biologics' product has been included in the national medical insurance directory, with no significant impact on current performance expected [22] Shareholder Commitments - Tianci Materials' controlling shareholder has committed not to reduce his shareholding in the company for six months, reflecting confidence in the company's future [23] Major Contracts - Guangqi Technology's subsidiary signed contracts worth 696 million yuan for the mass production of metamaterials, expected to impact the company's performance in 2026 [24]