证券日报网讯1月22日，名雕股份（002830）在互动平台回答投资者提问时表示，此前关于股东人数的 回复存在日期表述错误，截至2026年1月20日的股东人数为11019户。股东人数会随二级市场交易动态变 化，具体数据以定期报告公告为准。 ...

近日，国家能源局资质和信用信息系统处罚信息显示，华夏润达建设有限公司因在500千伏宁州变盘溪黑泥坡光伏 发电项目送出配套220千伏间隔扩建工程中违反规定超越许可范围、非法从事承装(修、试)电力设施活动，被云南 能源监管办罚款4110元。 天眼查显示，华夏润达建设有限公司，成立于2011年，位于河南省新乡市，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15180万人民币。 ...

近日，国家能源局资质和信用信息系统处罚信息显示，云南同聚电力建设有限公司因在220千伏元谋县多竹箐光伏电站接网工程 (线路部分)中违反规定超越许可范围、非法从事承装(修、试)电力设施活动，被云南能源监管办没收违法所得63068.20元、处罚 款62286.71元，合计罚没125354.91元。 天眼查显示，云南同聚电力建设有限公司，成立于2017年，位于云南省昆明市，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1250万人民币。 ...

新京报贝壳财经讯 1月21日，志特新材（300986）发布公告称，公司股票自2026年1月5日至1月21日价 格涨幅为211.27%，期间多次触及股票交易异常波动情形。目前公司股价严重偏离基本面，存在市场情 绪过热情形，公司股票击鼓传花效应明显，存在短期大幅下跌的风险，交易风险极大。公司已就近期股 票交易异常波动情况自1月13日开市起停牌核查，并于1月16日公告核查结果并复牌。如未来公司股票价 格进一步异常上涨，公司可能再次向深圳证券交易所申请停牌核查。 ...

今日聚焦 1、年内首只两倍股志特新材：如未来股票价格进一步异常上涨 公司可能再次申请停牌核查 5、韩建河山：筹划收购辽宁兴福新材料股份有限公司52.51%股权 股票停牌 韩建河山公告称，公司正在筹划以发行股份及支付现金的方式收购辽宁兴福新材料股份有限公司 52.51%股权，实现对标的公司的控制及合并报表，同时募集配套资金。本次交易不构成关联交易，构 成重大资产重组。根据相关规定，公司A股股票自2026年1月22日起停牌，预计停牌时间不超过9个交易 日。 业绩预告/快报 志特新材公告称，公司股票自2026年1月5日至2026年1月21日期间价格涨幅为211.27%，期间多次触及 股票交易异常波动情形，目前公司股价严重偏离基本面，公司股票击鼓传花效应明显，存在短期大幅下 跌的风险，交易风险极大。公司已就近期股票交易异常波动情况自2026年1月13日开市起停牌核查，并 于2026年1月16日公告核查结果并复牌。如未来公司股票价格进一步异常上涨，公司可能再次向深圳证 券交易所申请停牌核查。截至目前，公司业务不涉及AI应用、人工智能、量子科技、机器人及商业航 天领域，亦未形成相关收入。自上市以来，公司主营业务为铝模、防 ...

（文章来源：证券日报） 证券日报网讯 1月21日，中天精装在互动平台回答投资者提问时表示，公司2025年度报告的首次预约披 露时间为2026年4月29日。 ...

【东财策略】每日复盘20260120 一、市场概况 1月20日A股震荡下行，三大指数集体收跌。 截至收盘，沪指跌0.01%收报4113点，深证成指跌0.97%，创业板指跌1.79%；两市成交额2.78万亿，较昨日小幅放 量。 全天上涨2233家，下跌3102家。 二、行业表现 【东财策略】每日复盘20260120 一、市场概况 1月20日A股震荡下行，三大指数集体收跌。 截至收盘，沪指跌0.01%收报4113点，深证成指跌0.97%，创业板指跌1.79%；两市成交额2.78万亿，较昨日小幅放 量。 全天上涨2233家，下跌3102家。 二、行业表现 分行业看，申万一级行业中，涨幅前五位是石油石化（+1.74%）、建筑材料（+ 截至目前，LPR已连续8个月保持不变。 3）盈方微于今日复牌并披露重大资产重组进展，拟收购上海肖克利及富士德中国100%股权以强化半导体分销业 务。 四、后市展望和思考 融资端约束叠加题材澄清、业绩扰动，行情更可能从"高弹性主线"转向"可验证线索"主导的轮动：一是涨价与供给 收敛的资源、化工链，二是地产链的低位修复与政策预期交易，三是年报预告驱动的业绩线索。 分行业看，申万一级行业中，涨 ...

Investment Rating - The industry investment rating is "Positive" [1] Core Viewpoints - The construction and decoration sector outperformed the index, supported by both supply-demand dynamics and policy initiatives. The central bank injected a net of 812.8 billion yuan through reverse repos, and liquidity conditions improved with most funding rates declining [4][7] - The construction industry continues to show structural differentiation, with infrastructure investment improving seasonally under the support of policy financial tools. New infrastructure and renewable energy sectors are performing well, while the real estate market remains in a bottoming phase [5][6] - The fiscal policy for 2026 is expected to remain proactive, with significant issuance of special bonds to support major projects, enhancing funding security for project implementation [4][5] Summary by Sections Industry Overview - The construction industry is experiencing a structural differentiation, with infrastructure investment showing seasonal improvement due to policy support. New infrastructure and renewable energy sectors are highlighted as bright spots, while the real estate market is still in a bottoming phase [5][6] - The construction site funding availability is weaker year-on-year, but there is an increase in major project initiations across various regions, indicating a potential marginal improvement in demand [5][6] Investment Recommendations - Focus on low-valuation, high-dividend stocks in a low-interest-rate environment, particularly those with strong performance and stable cash flow [6] - Pay attention to key projects supported by the government and companies with clear transformation directions and growth potential [6] Weekly Market Review - During the week of January 12-18, 2026, the construction and decoration sector rose by 0.27%, outperforming the Shanghai Composite Index and the CSI 300 Index [8] - The sector saw a mix of project launches and collaborations, with significant progress in various infrastructure projects [8][9] Industry Valuation - As of January 16, 2026, the construction and decoration industry has a PE (TTM) of 13.58 times, ranking 29th out of 31 industries, indicating a relatively low valuation compared to other sectors [14] - The PB (LF) stands at 0.84 times, also ranking 29th out of 31, suggesting that the industry is undervalued [14] Industry Data Tracking - The construction PMI for December 2025 was 52.80%, indicating a slight increase in industry sentiment, with new orders showing signs of recovery [28] - The cement dispatch rate remained stable, while the price of ordinary bulk cement decreased slightly, reflecting a weak supply-demand balance in the market [33][37]

Market Overview - The A-share market experienced an overall decline on January 20, with the Shanghai Composite Index closing at 4113.65 points, down 0.01%, the Shenzhen Component Index at 14155.63 points, down 0.97%, and the ChiNext Index at 3277.98 points, down 1.79% [1] - The North Stock 50 Index also fell by 2% [1] Capital Flow - The main capital outflow from the A-share market reached 764.07 billion yuan, with a net outflow of 221.93 billion yuan at the opening and 61.61 billion yuan at the close [2] - The CSI 300 index saw a net outflow of 199.71 billion yuan, while the ChiNext experienced a net outflow of 388.98 billion yuan, and the Sci-Tech Innovation Board had a slight net inflow of 1.17 billion yuan [4] Sector Performance - Among the 8 sectors that saw capital inflows, the construction and decoration industry led with a net inflow of 27.91 billion yuan [6] - The top five sectors with net inflows included: - Construction and Decoration: 27.91 billion yuan, up 0.27% - Banking: 18.88 billion yuan, up 1.19% - Real Estate: 16.88 billion yuan, up 1.40% - Public Utilities: 15.06 billion yuan, up 0.72% - Transportation: 12.43 billion yuan, up 0.48% [7] - Conversely, the sectors with the largest net outflows included: - Electronics: -305.40 billion yuan, down 0.79% - Power Equipment: -268.40 billion yuan, down 1.47% - Computers: -198.78 billion yuan, down 1.55% - Machinery: -165.45 billion yuan, down 1.22% - Telecommunications: -160.92 billion yuan, down 2.61% [7] Stock Highlights - Zhejiang Wenhu Internet saw the highest net inflow of 5.1 billion yuan [8] - Institutions showed significant interest in several stocks, with Hunan Baiyin (002716) experiencing a net institutional buy of 80.83 million yuan, while Sanwei Communication (002115) faced a net institutional sell of 193.59 million yuan [10][11] Institutional Focus - Recent institutional ratings and target prices for selected stocks include: - Xingyu Co., Ltd.: Buy rating with a target price of 222.42 yuan, current price 121.24 yuan, indicating a potential upside of 83.45% - Dongyangguang: Buy rating with a target price of 35.28 yuan, current price 28.26 yuan, indicating a potential upside of 24.84% - Shuijingfang: Buy rating with a target price of 47.84 yuan, current price 40.35 yuan, indicating a potential upside of 18.56% [12]

Market Overview - The A-share market experienced an overall decline on January 20, with the Shanghai Composite Index closing at 4113.65 points, down 0.01%, the Shenzhen Component Index at 14155.63 points, down 0.97%, and the ChiNext Index at 3277.98 points, down 1.79% [2] - The North Star 50 Index also fell by 2% [2] Capital Flow - The main capital outflow from the A-share market reached 764.07 billion yuan, with an opening net outflow of 221.93 billion yuan and a closing net outflow of 61.61 billion yuan [3] - Over the past five trading days, the main capital flow has shown a consistent trend of outflow, with the highest outflow recorded on January 20 [4] Sector Performance - The CSI 300 index saw a net capital outflow of 199.71 billion yuan, while the ChiNext experienced a net outflow of 388.98 billion yuan, and the Sci-Tech Innovation Board had a slight net inflow of 1.17 billion yuan [5] - Among the primary sectors, the construction and decoration industry led with a net inflow of 27.91 billion yuan, while the electronics sector faced the largest outflow of 305.40 billion yuan [7][8] Individual Stocks - Zhejiang Wenlian saw the highest net inflow of 5.1 billion yuan among individual stocks [9] - The top stocks with institutional net buying included Hunan Baiyin with a 10.03% increase and a net buying amount of 80.82 million yuan, while Sanwei Communication faced significant net selling with a decrease of 9.98% and a net selling amount of 193.59 million yuan [11][12] Institutional Focus - Recent institutional interest has been noted in several stocks, with notable ratings and target prices provided by various securities firms, indicating potential upside for stocks like Xingyu Co. and Dongyangguang [13]