证券之星消息，1月26日物流板块较上一交易日下跌1.17%，炬申股份领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。物流板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600119 | 长江投资 | 8.47 | 4.57% | 17.65万 | | 1.47亿 | | 603713 | 密尔克卫 | 66.33 | 3.08% | 4.06万 | | 2.68亿 | | 000906 | 浙商中拓 | 6.20 | 0.98% | 11.46万 | 7074.42万 | | | 000626 | 远大控股 | 8.25 | 0.86% | 14.72万 | | 1.21亿 | | 002800 | 天顺股份 | 17.10 | 0.71% | 6.59万 | | 1.12亿 | | 600753 | *ST海钦 | 8.43 | 0.60% | 3.29万 | 2736.64万 | | | 6007 ...

Core Viewpoint - The article discusses the significant transformation and structural adjustments in China's energy sector, particularly focusing on Yanzhou Coal Mining Company Limited (Yankuang Energy), which has undergone a systematic change over the past five years, achieving substantial growth in scale and efficiency [2]. Group 1: Strategic Transformation - Yankuang Energy's development trajectory over the past five years can be summarized by three keywords: strategic transformation, resource aggregation, and international development [2]. - The company has established five major industrial layouts: mining, high-end chemical new materials, new energy, high-end equipment manufacturing, and smart logistics, breaking away from a single coal enterprise model [2][3]. Group 2: Resource Aggregation and Internationalization - Since the restructuring with Shandong Energy Group in 2020, Yankuang Energy has completed significant strategic mergers and acquisitions, adding approximately 32 billion tons of resource volume and 3.6 billion tons of recoverable reserves over five years [3]. - The company is the only domestic energy enterprise listed in six locations globally, including Shanghai, Hong Kong, New York, Sydney, Frankfurt, and Munich, which has facilitated a unique international governance system and operational stability [3]. Group 3: Financial Performance - Key financial metrics have shown significant changes: total assets increased from 258.9 billion yuan at the end of 2020 to 358.6 billion yuan by the end of 2024, a growth of 38.5%; net assets grew by 52.7% [4]. - The net profit attributable to shareholders rose from 7.1 billion yuan in 2020 to 14.4 billion yuan in 2024, totaling 88.72 billion yuan over five years [4]. Group 4: Industry Resilience and Strategic Decisions - The most critical strategic decision was the establishment of a "five major industries" ecosystem, which allows the company to escape the cyclical nature of the coal industry and pursue a path of multi-industry collaboration and sustainable development [6]. - The company has implemented a proactive approach to industry cycle fluctuations, utilizing a combination of strategies to maintain profitability and operational efficiency [7]. Group 5: Future Directions and Goals - For the "15th Five-Year Plan," the core direction is to cultivate new productive forces, focusing on a new development model and governance structure [10]. - By 2030, the company aims to achieve a coal production target of over 300 million tons and ensure that high-end chemical new materials account for over 70% of its portfolio [11]. Group 6: Technological Innovation and Competitive Advantage - The core competitive advantage of Yankuang Energy lies in its systematic capabilities formed by professional accumulation, capital operation, and international development [9]. - The company has established a "3+N" high-end innovation platform, implementing 170 technology projects, achieving world-leading levels in deep mining and intelligent mining construction [9]. Group 7: Commitment to Sustainability - Yankuang Energy is committed to green transformation, with goals to exceed 10 million kilowatts of new energy installed capacity by 2030 and to develop multiple green intelligent mines and "zero-carbon parks" [11]. - The company is also exploring integrated solutions for wind, solar, and hydrogen storage, aiming to enhance its sustainability efforts [11]. Group 8: Information Disclosure and Investor Relations - The company has upgraded its information disclosure practices from compliance to value transmission, significantly enhancing transparency and investor relations [12][13]. - Yankuang Energy has established a proactive investor management model, engaging in over 200 communication activities annually to foster a better understanding of its value among investors [13].

中国经济网北京1月26日讯 今日，长久物流(603569.SH)股价下跌，截至收盘报7.48元，跌幅 8.56%。该股目前处于破发状态。 长久物流2018年5月24日公告分红方案，每10股转增4股，派息(税前)1.97元，除权除息日为2018年5 月31日。 (责任编辑：何潇) 长久物流上市保荐机构为安信证券股份有限公司（现名国投证券股份有限公司），保荐代表人为鄢 凯红、严俊涛，发行费用合计3,371.71万元，其中承销保荐费2,800万元。 长久物流可转换公司债券上市公告书显示，经中国证券监督管理委员会《关于核准北京长久物流股 份有限公司公开发行可转换公司债券的批复》（证监许可[2018]876号）核准，公司于2018年11月7日公 开发行了700万张可转换公司债券，每张面值100元，发行总额7亿元。保荐机构（主承销商）为安信证 券股份有限公司。 长久物流2次募资合计募集13.17亿元。 长久物流于2016年8月10日在上海证券交易所上市，发行数量为4,001万股，发行价格为15.43元/ 股。长久物流发行新股募集资金总额61,735.43万元，募集资金净额为58,363.72万元。 ...

智通财经APP讯，顺丰控股(06936)发布公告，于2026年1月26日，该公司斥资人民币5242.84万元回购 135万股A股，每股回购价格为38.6-39.98元。 ...

北京商报讯(记者马换换李佳雪)1月26日，"长久系"旗下上市公司长久物流（603569）收跌8.56%，收于 7.48元/股。 对于业绩预亏的主要原因，长久物流给出了两点解释，一是受市场竞争加剧、市场开发进度不及预期及 前期采购电芯等原材料成本较高等多重因素影响，公司新能源业务板块盈利能力受到显著冲击。基于 此，公司对新能源板块相关固定资产、存货及商誉计提了相应减值准备。此外，公司波兰联营企业及公 司的网络货运平台业务亦出现盈利能力下滑，结合当前市场环境及经营情况，公司对前述相关资产计提 了减值准备。二是2025年前三季度整车运价尚未回归合理区间，致2025年度整车运输业务盈利水平不及 预期。 除了长久物流外，"长久系"旗下还有一家港股公司长久股份。 交易行情显示，1月26日，长久物流低开4.16%，开于7.84元/股，开盘后公司股价震荡下行，盘中一度 跌超10%，截至收盘，公司股价收跌8.56%，报7.48元/股，总市值45.14亿元，当日成交金额1.99亿元。 消息面上，1月25日，长久物流披露公告称，公司预计2025年年度实现归属净利润为-5000万元到-7500 万元。值得一提的是，2025年净利预亏 ...

提升能级，根基在产业。各地两会上，大家不约而同地将构建现代化产业体系作为首要任务，从优 势产业的做强做优到传统制造的潜力挖掘，从新兴产业的抢先布局到特色产业的品牌塑造，各地正以务 实行动筑牢产业发展的"主骨架"。 宜宾抓住产业变革机遇，积极拓展赛道、优化产业生态，打造特色鲜明的现代化产业体系。 过去五年，宜宾工业增加值增长60%，动力电池产业链全国领先，光伏产业规模跃居全省首位。以 光伏产业为例，在2025年行业承压背景下，宜宾光伏产业规模仍达370亿元，同比增长28.5%。"我们要 继续做大做强主导产业，推动现有产能迭代升级，促进关键材料就近配套，构建更具韧性与活力的产业 生态。"宜宾市经济和信息化局相关负责人说。 南充聚焦对传统制造业精益求精的提质升级与延链补链强链。 1月23日，吉利远程新能源商用车集团南充生产基地传来好消息——N72新车型产量已迈过2.2万辆 大关。作为全市规模体量最大的主导产业，南充现有汽车汽配产业规上企业219户，建有国内规模最大 的新能源商用车基地。"今年，我们将加快推进川东北表面处理循环经济产业园项目建设，补齐机械制 造、汽摩配电镀工艺短板，推动产业集群成势。"南充市经济和信息 ...

时代潮涌，奋楫者先。 当高质量发展的号角响彻浙西大地，衢州市常山县正以昂扬之姿挺立潮头、勇毅前行。过去的一年，常 山县经济社会发展稳步向前、大势向好：全年地区生产总值增长6.4%，规上工业增加值增长7.6%，一 般公共预算收入增长3%，城镇、农村居民人均可支配收入分别增长5.5%、6.2%，省市县三级民生实事 圆满完成……这片充满生机与活力的热土，正把发展的愿景转化为实干的行动，把前行的目标熔铸成坚 实的步伐，在产业提质、城乡蝶变、民生改善的征程上一路高歌，用日新月异的变化勾勒出高质量发展 的画卷。 ■ 葛锦熙 赵璐洁 创新驱动筑根基 产业升级启新程 走进常山常宇机械有限公司的生产车间，200多台全自动设备高速运转，正在赶制工程机械配件、燃气 阀门及汽车配件等产品。企业负责人表示，2024年受到常山县招商政策和营商环境的吸引，从江西省迁 址而来，企业在2025年成功升规，2026年计划新增60台设备、新招聘50多名员工，力争产值再翻一番。 轴承产业作为常山县代表性传统产业，近年来一直坚持转型升级，实现"老树发新芽"。过去的一年，常 山县规上工业总产值达243.6亿元，通过技术改造、数字化赋能、绿色转型三措并举 ...

郭基煇建言广东产业生态：优化首店服务、强化总部支撑 中新网广州1月26日电 (记者 蔡敏婕)政协第十三届广东省委员会第四次会议25日在广州开幕。广东省政 协常委、新鸿基地产执行董事郭基煇当天在联组会议上，建议以首发经济和总部经济为抓手，将广东建 成全球消费新品首发地、总部经济枢纽区。 广东省政协常委、新鸿基地产执行董事郭基煇。受访者 供图 郭基煇指出，广东正加快建设具有国际竞争力的现代化产业体系，近期开展的"广货行天下"活动，为全 省消费升级注入动力。他提到，广东省"十五五"规划建议在"大力提振消费"专栏中明确"发展首发经 济，以广州、深圳等城市为重点，推进新品首发、渠道首店、活动首秀首展"，并在另一专栏提出"培育 总部经济，推动服务业高端化发展"。 "''广货行天下'关键在于'广店'能不能'引天下'。因此，做好首发经济和总部经济，必将有力激活内需、 促进国内国际双循环。"郭基煇说。 三是实施弹性安保与补贴政策，根据活动规模对安保要求提出弹性安排，减轻首发活动主办商的成本压 力，以吸引更多品牌落户天河路、白鹅潭等核心区域。 而在总部经济方面，郭基煇表示，广州、深圳已培育和吸引华为、腾讯、小鹏、比亚迪、顺丰等一 ...

交通运输部、工业和信息化部等八部门近日联合发布的《加快培育交通物流领军企业提升产业链供应链 服务保障能力行动方案》（以下简称"《方案》"）提出，支持交通物流领军企业拓展服务网络、提升全 链条一体化交通物流服务能力、深化与产业链供应链融合发展、加速交通物流数智化赋能、增强交通物 流安全韧性，培育一批跨方式、一体化、专业化的综合物流集成商，为加快建设交通强国、服务现代化 产业体系提供有力支撑。 《方案》提出了量化目标：到2030年，力争打造100家左右综合物流集成商，其中具有全球辐射力和国 际竞争力的交通物流领军企业10家以上，带动交通物流运行质效和安全韧性水平明显提升。 《方案》强调，完善交通物流服务网络，加快交通运输统一市场建设，鼓励交通物流市场要素跨区域流 动。提升交通物流一体化服务水平，鼓励组建多式联运发展联盟，支持各类交通物流企业开展跨方式资 源整合，推动不同运输方式的一体衔接。创新发展多式联运"一单制""一箱制"，推动交通物流服务由单 一运输方式、"站到站"服务向多种运输方式集成、"门到门""端到端"服务转变。 尚尔斌进一步分析表示，数字化、智能化升级及AI+赋能多场景应用，为行业带来新机遇，并对现行 ...

Group 1: Company Insights - Huace Testing expects a net profit of 1.013-1.021 billion yuan for 2025, a year-on-year increase of 10%-11% [4] - The company anticipates a Q4 net profit of 201-209 million yuan, reflecting a growth of 15%-20% year-on-year [5] - The company is focusing on strategic mergers and international expansion, which will gradually release growth momentum [5] Group 2: Military Industry Developments - Major military groups in China have held annual meetings to set goals for the 14th Five-Year Plan and outline key tasks for 2026 [7] - China Aerospace Science and Technology Corporation emphasizes breakthroughs in reusable rocket technology and the development of commercial aerospace [8] - China Commercial Aircraft Corporation is advancing the C919 aircraft's certification and commercial operations, with growing interest from Southeast Asian countries [9] Group 3: Cross-Border E-commerce Performance - The global cross-border e-commerce market is projected to reach 551.23 billion USD by 2025, with a compound annual growth rate of 15.44% from 2025 to 2034 [13] - Jihua Co. expects a net profit of 272-291 million yuan for 2025, a significant increase of 50%-60% year-on-year [13] - Huakai Yibai anticipates a net profit of 132-162 million yuan for 2025, with improved inventory management leading to a recovery in gross margin [13] Group 4: Coal Industry Trends - In Q4 2025, coal sector holdings in actively managed funds increased to 0.36%, indicating a low level of crowding and significant value [17] - The coal price is expected to be supported by tight supply and demand conditions, with a potential upward trend in the price center [19] - Major coal companies are initiating buybacks and asset injection plans, reflecting confidence in the sector's growth and stability [20] Group 5: Banking Sector Performance - Industrial Bank expects a revenue growth of 0.24% and a net profit growth of 0.34% for 2025, with asset quality remaining stable [22] - The bank's asset scale is projected to exceed 11 trillion yuan, with a year-on-year growth of 5.57% [23] - The non-performing loan ratio is stable at 1.08%, with significant reductions in new non-performing loans in key sectors [23] Group 6: Renewable Energy and Technology - Mingyang Smart Energy plans to acquire Dehua Chip, a leader in satellite energy systems, to enhance its capabilities in space photovoltaic technology [25] - The space photovoltaic market is expected to grow significantly, with Mingyang's revenue projected to reach 40.879 billion yuan by 2025, reflecting a 51% year-on-year increase [27] - The company aims to leverage its existing technologies to create synergies with Dehua Chip, enhancing its competitive position in the market [27] Group 7: Robotics Industry Developments - Tesla plans to start selling its humanoid robot Optimus by the end of next year, with ongoing testing to ensure reliability and safety [33] - The humanoid robot industry is expected to see significant growth, with over 140 companies and more than 330 products launched in 2025 [40] - Microsoft has launched its first robot-specific AI model, Rho-alpha, which enhances the adaptability and reliability of robots [41]