热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 来源：广发期货研究 证监许可【2011】1292号 张晓珍 Z0003135 2026年1月4日 星期日 事件导读： 国内元旦假期尚未结束，1月3日，美国总统特朗普称，美方已成功对委内瑞拉实施打击，抓获委内瑞拉 总统马杜罗及其夫人，并带离委内瑞拉。总统特朗普接受媒体电话采访并在海湖庄园举行新闻发布会， 会议中他直白地表示，接下来美国要控制委内瑞拉，也要一并控制委内瑞拉的全球最大石油储备。据 Statista统计，委内瑞拉有约3000多亿桶的石油储备，占该资源全球总量的近五分之一。委内瑞拉的石油 储量不仅多于石油王国沙特，还差不多能达到美国的6.7倍。联合国秘书长古特雷斯对委内瑞拉近期局 势升级深感震惊。联合国安理会将于当地时间1月5日10时就美国对委内瑞拉军事行动举行紧急会议。 （一）宏观金融展望：市场风险偏好或承压，贵金属避险需求或重启 元旦假期间，全球权益市场表现出现一定分化，欧洲及亚太包含港股、中概股指数多数收涨，而美元指 数及美股则多回调（图1），同时离岸人民币汇率破7后续创2024年以来新高。这一方面是由于特朗普将 在1月任命新美联储 ...

Core Viewpoint - The company has made significant progress in collaborating with clients across multiple product lines, indicating a strong market position and potential for growth [1] Group 1: Product Development and Market Expansion - The high-temperature resistant fiberglass reinforced PPS material has gained recognition from key clients and has begun exports to Southeast Asia [1] - The global GRS standard PIR eco-friendly nylon material has been certified by an internationally renowned furniture brand and has entered the supply phase [1] Group 2: Automotive Sector Engagement - Injection-molded automotive parts have secured project designations from multiple clients, including Yanfeng and Magna, with coverage for mainstream brands such as Xpeng, GAC, Seres, and Changan [1] Group 3: Advanced Materials and Robotics - Collaboration on carbon fiber products with key clients has deepened, resulting in multiple model designations, and small batch orders have been achieved in the humanoid robot sector [1]

Group 1 - The company actively responds to national industrial policies and seizes opportunities in the domestic substitution market [1] - The company continuously enriches the variety of its bar and rod products and expands market application areas [1] - The company is developing domestic supplier reserves to ensure the adequacy of supply for domestic substitute materials [1]

Core Viewpoint - The company, Silver Technology (300221.SZ), recently stated that it can provide materials for certain areas of the low-altitude economy, but there is currently no significant synergy with the low-altitude economy, and no suitable targets have been identified for asset injection at this time [1] Group 1 - The company has indicated its capability to supply materials for specific sectors within the low-altitude economy [1] - There is a lack of substantial synergy between the company and the low-altitude economy [1] - The company has not found appropriate targets for asset injection related to the low-altitude economy [1]

Core Viewpoint - Yinxi Technology reported significant growth in its half-year performance for 2025, indicating strong operational momentum and profitability improvements [2] Financial Performance - The company's operating revenue for the first half of 2025 is approximately 1.085 billion yuan, representing a year-on-year increase of 23.99% [2] - The net profit attributable to shareholders is around 47.78 million yuan, showing a substantial year-on-year increase of 82.39% [2] - Basic earnings per share reached 0.1046 yuan, which is an increase of 82.23% compared to the previous year [2]

Group 1 - The implementation of the "Private Economy Promotion Law" has provided strong support for the development of the private economy, highlighting the crucial role of financial resources in innovation and upgrading [1] - Financial institutions are actively providing tailored financial solutions to address the long-term capital needs of industries, particularly in the chemical sector [2][3] - Huizhou Postal Savings Bank has developed a comprehensive financial service plan that includes short-term loans and supply chain financial services, significantly supporting the growth of Huazhong Energy Technology Co., Ltd. [3][4] Group 2 - SIRUI Optical, a company specializing in optical equipment, has expanded into high-precision optical components, facing increased financial pressure due to rapid growth and market expansion [4][5] - Postal Savings Bank has introduced "Science and Technology Credit Loans" tailored for specialized and innovative enterprises, allowing SIRUI Optical to secure funding for raw material procurement and R&D [5][7] - The collaboration between Postal Savings Bank and SIRUI Optical exemplifies the integration of financial capital and technological innovation, driving regional industrial upgrades [7] Group 3 - Guangdong Longyu New Materials Co., Ltd. focuses on the research and production of copper-clad laminates and has shown strong growth since its establishment [8][13] - The company faces challenges related to high R&D costs and the need for rapid capital turnover to support its expansion into high-end product lines [13][14] - Postal Savings Bank has provided a customized financing solution of 30 million yuan to support Longyu New Materials' R&D efforts, enabling the company to advance its technology and production capabilities [14][15]