晨 会 纪 要 [2026]第 021 号 主 题：对近期重要经济金融新闻、行业事件、公司公告等进行点评 时 间：2026 年 02 月 02 日 8:50-9:30 会议形式：腾讯会议 参会人员：曹旭特 仇华 许雯 王攀 蒋栋 轩鹏程 文正平 张智珑 郭怡萍 李育 文 李正威 邢维洁 马丽明 汪炜 聂孟依 张弛 整理记录：王攀 研究所今日晨会要点如下: 一、宏观策略 （1）宏观点评（仇华） 宏观数据方面，2026 年 1 月 PMI 再次回落到荣枯线之下 其中，生产指数为 50.6%，高于临界点，制造业生产保持扩张；新订单指数为 49.2%， 市场需求有所回落。从行业看，农副食品加工、铁路船舶航空航天设备等行业生产指数和新 订单指数均高于 56.0%，产需释放较快；石油煤炭及其他燃料加工、汽车等行业两个指数均 低于临界点，相关行业市场需求放缓，企业生产有所回落。 （2）沪深股市（仇华） A 股"开门红"后，持续震荡 据 Wind 数据，2026.01.26-2026.01.30 日，我们关注的 6 个 A 股指数持续震荡整理，最 终：上证指数微跌 0.44%、深证成指下跌 1.62%、创业板指微跌 0.09 ...

【学习贯彻省委十四届九次全会精神】 一步一个脚印把发展蓝图变为美好现实 ——省委十四届九次全会在全省引发热烈反响 新甘肃·甘肃日报记者 "我们将深入贯彻落实全会精神，围绕'高质量充分就业'这一核心目标，全力推动各项工作落地见 效。"东乡县人社局党组书记、局长汪生福表示，将聚焦技能重塑，打破年龄职业限制，依托"数据识别 +网格服务"实现"培训找人"的精准供给。聚焦载体建设，高标准建设集实训教学、技能评价、创业孵 化、就业对接于一体的县级公共实训基地，打造"培训+实践+创业+就业"闭环生态链，助力更多劳动者 通过技能实现就业创业。聚焦渠道拓展，主动对接"长三角""珠三角"等劳务输入地，设立劳务服务工作 站，开展精准化、规模化劳务输转。（记者 夏丹丹 谢晓玲 田丽媛 侯洪建 王虎 王煜宇） 白银市人社局就业科科长王吉平表示，将坚决贯彻落实全会精神，实施"岗位拓展"提质行动，促进校企 人才需求精准对接；实施"创业引领"升级行动，加大创业担保贷款、"陇原创业贷""陇原惠岗贷"等政策 支持力度，助力个人和小微企业创业创新；实施"重点群体"护航行动，强化就业困难人员分类帮扶，确 保零就业家庭动态清零；实施"公共就业服务"扩 ...

招才引智环节谱写惠民新篇，临川卫健系统与西部战区总医院、川北医学附属医院等知名医疗机构达成深度合作，结对共建骨科、神经外科等重点科室， 将优质医疗资源引入家乡，让临川百姓无需远行就能享受到高水平诊疗服务，切实提升了民生福祉。 "一区两园"工业布局、有色金属新材料等首位产业优势、"资本+产业"招商模式和全周期服务、"全域引才网络"与"临川五优·人才无忧"服务体系……推介 环节亮点纷呈，临川的发展魅力全面展现。从有色金属新材料产业供需互补，到电子信息产业上下游协同，再到中医药产业深度合作，两地产业契合点让 嘉宾们投资信心倍增。 "国家强则人民强，同样，临川强则临川人强。招商引资、招才引智、招院引所，需要依靠各位老乡们共同的努力和才智，以及人脉的贡献。我愿做一个 引子、一架桥梁、一名很好的服务者，和大家一起，同心同德、群策群力，为家乡的美好未来贡献智慧与力量。作为首任站长，我将努力搭建好'乡情联 络站''资源赋能池''荣誉贡献榜'三个平台让大家的力量看得见、接得上、走得远。"临川区驻四川片区"招商引资·招才引智·招院引所"工作站站长、四川汇 安融信息技术股份有限公司总裁徐衍激动地分享道。 招商引资领域实效凸显，不燃 ...

Group 1: Economic Development Strategies - The central economic work meeting emphasized the importance of innovation-driven development and the cultivation of new growth drivers, focusing on key industries such as aerospace equipment and fine chemicals [1] - The provincial government aims to enhance the business environment and support high-quality development through comprehensive reforms and innovation [2] - The meeting highlighted the need for precise macroeconomic policies to ensure stable and high-quality economic growth, which will benefit the province's development [4] Group 2: Industry-Specific Initiatives - The provincial housing and urban-rural development department plans to advance urban renewal projects, including the renovation of old residential areas and the promotion of smart construction [3] - The provincial natural resources department is focused on optimizing land use and enhancing resource efficiency while ensuring ecological protection [2] - The provincial power company is set to support the green transition by optimizing the power grid for renewable energy integration and enhancing electricity supply reliability [6] Group 3: Local Economic Contributions - The Lanqi Fine Chemical Materials Company is investing 3 billion yuan in a project to produce 100,000 tons of adiponitrile and 200,000 tons of nylon 66, which is expected to generate an annual output value of approximately 5.8 billion yuan [8] - Local governments are actively implementing strategies to foster high-quality development, focusing on sectors such as non-ferrous metals and clean energy [9] - The emphasis on rural revitalization includes strengthening grassroots party organizations and promoting diverse industries to enhance economic vitality [10]

Group 1 - The core viewpoint of the articles highlights the significant growth and development of the private economy in Luyi County, with private enterprises accounting for 97.6% of the 414 industrial enterprises and contributing 97% of the innovation in national high-tech enterprises [1][2] - Luyi County is focusing on industrial clustering and chain building, with nearly 80 new-generation electronic information companies and around 90 new material enterprises established, indicating a strong commitment to enhancing the local industrial ecosystem [2][3] - The county has implemented efficient service measures, such as the "Shu Yi Ban" service brand, which has significantly reduced project approval times, allowing for rapid project initiation and construction [3][4] Group 2 - Luyi County has introduced supportive policies for enterprises, achieving a 90% rate of direct benefits from policies, and has reduced administrative penalties by 94% compared to the previous year, showcasing a commitment to improving the business environment [4][5] - The county is enhancing its technological competitiveness by optimizing mechanisms for cultivating high-tech enterprises, with 60 smart transformation projects implemented and an investment of 45 million yuan in intelligent equipment and software systems [6] - The establishment of key laboratories and innovation platforms, such as the Jiangsu Provincial Composite Additive Manufacturing Engineering Research Center, is fostering collaboration between academia and industry, further supporting the growth of local private enterprises [6]

Group 1 - The stock of Youyan New Materials reached a limit-up of 10.02% on September 1, trading at 25.03 yuan per share with a transaction volume of 2.332 billion yuan and a turnover rate of 12.03%, resulting in a total market capitalization of 21.189 billion yuan [1] - Youyan New Materials Co., Ltd. is located in Haidian District, Beijing, and primarily engages in the research and production of rare earth materials, thin film materials for micro-optics, biomedical materials, rare and precious metals, infrared optics, and optoelectronic materials, making it a key player in China's non-ferrous metal new materials industry [1] - The company has a registered capital of 846.553332 million yuan and holds or indirectly controls 18 enterprises, including 5 significant subsidiaries [1] Group 2 - As of March 10, Youyan New Materials had 189,300 shareholders, with an average of 4,471 circulating shares per person [2] - For the period from January to September 2024, Youyan New Materials reported operating revenue of 6.76 billion yuan, a year-on-year decrease of 18.75%, and a net profit attributable to shareholders of 115 million yuan, down 17.98% year-on-year [2]

Core Viewpoint - Innovation New Materials experienced a decline in stock price on August 21, closing at 4.63 yuan, down 0.09 yuan or 1.91% from the previous trading day [1] Company Overview - The company specializes in the research and production of non-ferrous metal new materials, with applications in aerospace and electronic communications [1] - It is registered in Beijing, with a total market capitalization of 19.017 billion yuan and a circulating market value of 6.803 billion yuan [1] Stock Performance - On August 21, the stock showed a volatility of 7.63%, reaching a high of 4.94 yuan and a low of 4.58 yuan, with a total trading volume of 2.98 million hands and a trading amount of 1.416 billion yuan, resulting in a turnover rate of 20.29% [1] - The stock experienced a rapid pullback in the morning session, with a drop of over 2% within five minutes at 9:35 AM, and a trading amount of 393 million yuan, leading to a turnover rate of 5.5% [1] Capital Flow - Data indicates that on August 21, there was a net outflow of 231 million yuan from the main funds, accounting for 3.39% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 39.9737 million yuan, representing 0.59% of the circulating market value [1]

Core Viewpoint - The investment promotion is crucial for economic development and industrial upgrading, with Gansu Province's Jinchang City focusing on attracting high-quality projects to ensure a growth of over 25% in external funding for the year [1] Group 1: Investment Performance - In the first half of the year, Jinchang City implemented 171 investment projects, attracting 21.485 billion yuan, a year-on-year increase of 55%, with a project funding arrival rate of 82.5% over the past two years [2] - The city successfully introduced three Fortune 500 companies and 16 national-level specialized enterprises, signing 35 projects with investments over 5 million yuan, including 8 projects exceeding 10 million yuan [2] Group 2: Strategic Focus Areas - The investment strategy is centered around six key areas: non-ferrous metal new materials, new energy and battery sectors, chemical recycling, digital economy, resource utilization, and high-quality agricultural products [2] - Specific initiatives include enhancing copper processing, targeting zero-carbon parks in the new energy sector, and promoting high-end development in the chemical industry [2] Group 3: Innovative Approaches - The city is innovating its investment promotion methods by enhancing collaboration with enterprises and expanding its presence in key regions like Beijing and Shanghai [3] - New strategies include intermediary and scenario-based investment promotion, leveraging technology and finance to attract promising projects [3] Group 4: Operational Efficiency - The investment promotion bureau emphasizes a coordinated approach, enhancing collaboration with various departments and focusing on improving project conversion rates and operational efficiency [4] - Continuous training and capacity building for the investment promotion team are prioritized to ensure effective implementation of the city's investment strategies [4]

Group 1 - The signing ceremony at the 31st Lanzhou Investment and Trade Fair resulted in 85 projects with a total investment of 455.5 billion yuan, marking a significant milestone for Jinchang [2] - Jinchang's industrial output is projected to grow from 486 billion yuan in 2020 to 1,986 billion yuan by 2024, indicating a fourfold increase in four years [2] - The signed projects focus on sectors such as non-ferrous metal new materials, new energy batteries, digital economy, and resource utilization, which align with Jinchang's "2+4" modern industrial system [2] Group 2 - Jinchang is implementing a series of initiatives to enhance its business environment, including the establishment of "Entrepreneur's Day" and the introduction of a service card for local entrepreneurs [3] - The city has introduced over 10 billion yuan in industrial guidance funds to support business growth, shifting the competitive logic from "policy competition" to "service competition" [3] - Jinchang is focused on ensuring that projects not only get signed but also successfully launch and grow, with a nearly 80% funding implementation rate for recent projects [4] Group 3 - The local government is committed to a comprehensive management network that covers the entire project lifecycle, ensuring effective support from signing to production [4] - Jinchang's proactive approach includes addressing issues raised by businesses and converting them into actionable solutions, enhancing the overall service experience [4] - The city is positioning itself as a prime location for investment, emphasizing its strong industrial foundation and commitment to creating a favorable business environment [4]

Core Viewpoint - The establishment of the high-speed copper connection project by Xinke Materials in Santai County is a significant step towards enhancing the local industrial structure and promoting economic growth in the region [1][2]. Group 1: Project Overview - Xinke Materials has launched the "high-speed copper connection project" and initiated the "copper cable project for communication high-speed connections" in Santai County, which is expected to inject new vitality into local industrial development [2]. - The project aims to produce 240,000 ACC/AEC communication high-speed connectors annually, with projected annual sales revenue of 542 million yuan and an average annual net profit of 75.7 million yuan [2]. Group 2: Government Support - The local government has provided comprehensive support for the project, including tax incentives and land policy support to reduce operational costs and enhance competitiveness [4]. - A dedicated project service team has been established to facilitate a one-stop service for project approval and construction, ensuring timely resolution of any issues encountered during the project [4]. Group 3: Industry Ecosystem Development - The project is expected to create a robust industrial ecosystem by attracting upstream raw material suppliers and promoting the clustering of related downstream enterprises [5]. - There is already interest from companies involved in electronic component manufacturing and precision processing to establish operations in Santai County, further enriching the local industrial landscape [6]. Group 4: Future Outlook - The local government remains committed to supporting Xinke Materials and optimizing the business environment to foster further development [7]. - The project is anticipated to become a new highlight in the industrial development of Santai County, driving economic vitality and sustainable growth in the region [7].