南方中证1000ETF（512100）成立日期2016年9月29日，最新规模789.96亿。今年以来收益9.38%，同类 排名1624/5546；近一年收益43.79%，同类排名1722/4261；成立以来收益25.09%。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年79天，现任基金资产总规模1370.2亿元，任职期间最佳基金回报 259.87%， 任职期间最差基金回报-15.93%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 1月23日，皖维高新涨5.07%，截至发稿，报7.25元/股，成交5.05亿元，换手率3.49%，总市值150.01亿 元。 资料显示，安徽皖维高新材料股份有限公司位于安徽省合肥市巢湖 ...

Core Viewpoint - The financial performance and trading activity of Shuangxin Environmental Protection Co., Ltd. indicate a stable yet cautious market presence, with slight growth in revenue and net profit, alongside notable trading metrics on January 21. Group 1: Financial Performance - For the period from January to September 2025, Shuangxin Environmental achieved an operating revenue of 2.668 billion yuan, representing a year-on-year growth of 2.68% [2] - The net profit attributable to the parent company for the same period was 404 million yuan, reflecting a year-on-year increase of 2.01% [2] Group 2: Trading Activity - On January 21, Shuangxin Environmental's stock price decreased by 0.97%, with a total trading volume of 270 million yuan [1] - The financing buy-in amount for Shuangxin Environmental on that day was 24.3855 million yuan, while the financing repayment was 25.2276 million yuan, resulting in a net financing buy of -842,100 yuan [1] - As of January 21, the total balance of margin trading for Shuangxin Environmental was 193 million yuan, accounting for 6.28% of its market capitalization [1] Group 3: Shareholder Information - As of December 30, the number of shareholders for Shuangxin Environmental reached 292,900, an increase of 3,661,550% compared to the previous period [2] - The average number of circulating shares per shareholder was 686 shares, showing no change from the previous period [2] Group 4: Company Overview - Shuangxin Environmental Protection Co., Ltd. is located in the Inner Mongolia region and was established on June 4, 2009, with its listing date set for December 30, 2025 [1] - The company specializes in the research, production, and sales of products along the polyvinyl alcohol (PVA) industry chain, including PVA, special fibers, vinyl acetate (VAC), and calcium carbide [1] - The revenue composition of the company's main business includes: PVA (32.02%), calcium carbide (31.19%), other products (25.48%), vinyl acetate (5.73%), special fibers (3.38%), and others (2.19%) [1]

资料显示，内蒙古双欣环保材料股份有限公司位于内蒙古鄂托克旗蒙西高新技术工业园，成立日期2009 年6月4日，上市日期2025年12月30日，公司主营业务涉及聚乙烯醇(PVA)、聚乙烯醇特种纤维、醋酸乙 烯(VAC)、碳化钙(电石)等PVA产业链上下游产品的研发、生产、销售的高新技术企业,拥有聚乙烯醇全 产业链布局。主营业务收入构成为：聚乙烯醇32.02%，电石31.19%，其他产品25.48%，醋酸乙烯 5.73%，聚乙烯醇特种纤维3.38%，其他(补充)2.19%。 1月7日，双欣环保跌3.38%，成交额9.44亿元。两融数据显示，当日双欣环保获融资买入额7271.10万 元，融资偿还5389.91万元，融资净买入1881.18万元。截至1月7日，双欣环保融资融券余额合计1.71亿 元。 融资方面，双欣环保当日融资买入7271.10万元。当前融资余额1.71亿元，占流通市值的5.42%。 融券方面，双欣环保1月7日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 截至12月30日，双欣环保股东户数29.29万，较上期增加3661550. ...

Group 1 - The core event was a dramatic plunge in silver prices on December 29, with a single-day volatility of 12.3%, marking the most severe fluctuation in 46 years [1][3] - Silver prices reached a peak of $83.971 per ounce before plummeting to a low of $74.215 per ounce within a short time, resulting in a maximum intraday drop exceeding 11% [1][3] - The Shanghai Gold Exchange also experienced significant declines, with silver T+D prices dropping to a low of 18,797 yuan per kilogram, reflecting a 7.89% decrease [1][3] Group 2 - The initial surge in silver prices was driven by market enthusiasm and speculation, with a notable increase of over 150% throughout the year, significantly outpacing gold's 70% rise [6][7] - The market reversal was triggered by the early leak of the Federal Reserve's December meeting minutes, indicating a slowdown in interest rate cuts, which led to a rapid sell-off in silver [6][8] - The outflow from global silver ETFs exceeded 180 tons in a single week, marking the largest withdrawal in 2023, as investors fled the precious metals market [6] Group 3 - Industrial demand for silver has weakened, particularly in the photovoltaic sector, where December procurement dropped by 15%, and in the automotive sector, where silver usage per vehicle decreased by 8% [7] - The previously touted "supply shortage" narrative has not materialized, as increased recycling has offset production declines from major silver-producing countries [7] - The speculative bubble in silver trading led to a significant misalignment between market prices and actual value, resulting in heightened risks for investors [8] Group 4 - The impact of the silver crash varied among different investor groups, with leveraged speculators suffering the most severe losses due to forced liquidations [10][11] - Long-term holders of physical silver may experience temporary losses but are less affected due to the absence of leverage and the ongoing industrial demand for silver [10] - The event serves as a cautionary tale for all investors, emphasizing the importance of understanding market fundamentals and avoiding high-leverage speculation [13]

12月30日消息，交易所公告称，强一股份今日在上交所科创板上市，公司证券代码：688809，发行市盈 率为48.55倍。誉帆科技今日在深交所主板上市，公司证券代码：001396，发行市盈率为19.77倍。双欣 环保今日在深交所主板上市，公司证券代码：001369，发行市盈率为16.19倍。 据交易所公告，双欣环保今日在深交所主板上市，公司证券代码：001369，发行价格6.85元/股，发行 市盈率为16.19倍。 【今日上市】 据交易所公告，誉帆科技今日在深交所主板上市，公司证券代码：001396，发行价格22.29元/股，发行 市盈率为19.77倍。 公司简介： 2012年12月17日,公司前身上海誉帆环境科技有限公司成立。 2020年12月29日,公司名称由上 海誉帆环境科技有限公司变更为上海誉帆环境科技股份有限公司。 主营业务：排水管网系统的智慧诊断与健康评估、病害治理以及运营维护业务。 双欣环保今日上市 发行价格6.85元/股 强一股份今日上市 发行价格85.09元/股 据交易所公告，强一股份今日在上交所科创板上市，公司证券代码：688809，发行价格85.09元/股，发 行市盈率为48.55倍。 公 ...

Group 1 - The company, Shuangxin Environmental Protection, is planning an initial public offering (IPO) of 287 million shares, representing 25.02% of the total share capital post-issuance, with the subscription date set for December 19, 2025 [1] - The initial strategic placement will involve 86.1 million shares, accounting for 30.00% of the total issuance, with senior management and core employees expected to subscribe for up to 28.7 million shares, not exceeding 126.894 million yuan [1] - The remaining allocation for strategic placement investors will be determined after the issuance price is set on December 17, 2025 [1] Group 2 - Shuangxin Environmental Protection specializes in the research, production, and sales of products along the polyvinyl alcohol (PVA) industry chain, including PVA, special fibers, vinyl acetate (VAC), and calcium carbide [2] - PVA is a water-soluble biodegradable polymer with various applications in industries such as fine chemicals, green construction, and pharmaceuticals, and is a key focus of national new material development [2] - The company's net profits attributable to the parent company for the years 2022 to 2025 (first half) are projected to be 803 million yuan, 526 million yuan, 485 million yuan, and 269 million yuan, respectively [2] Group 3 - The net proceeds from the IPO, after deducting issuance costs, will be allocated to projects including the annual production of 16,000 tons of PVB resin and functional films, 60,000 tons of water-based adhesives, and various energy-saving technology upgrades [3] - The total planned investment using the raised funds amounts to 1.865 billion yuan [3]

Core Viewpoint - The company, Shuangxin Environmental Protection, has announced the results of its online issuance, with a total of 286,503 winning numbers for investors to subscribe to 500 shares each, reflecting strong interest in its stock offering [1]. Group 1: Company Overview - Shuangxin Environmental Protection specializes in the research, production, and sales of polyvinyl alcohol (PVA), special fibers, vinyl acetate (VAC), and calcium carbide, establishing a circular economy industrial chain centered on PVA [2]. - The company has become one of the three major production bases for polyvinyl alcohol in China, with a projected production of 116,900 tons in 2024, accounting for approximately 13% of the domestic total [2]. Group 2: Financial and Operational Highlights - The company’s production and operations of PVA and related products are currently running at full capacity with low inventory levels, indicating high capacity utilization and sales rates [3]. - The total number of new shares issued is 287 million, with an online issuance of 143 million shares at a price of 6.85 yuan per share, raising a total of 1.966 billion yuan [3]. Group 3: Fund Utilization and Market Strategy - The raised funds will be allocated to projects including the annual production of 16,000 tons of PVB resin and functional films, 60,000 tons of water-based adhesives, energy-saving technology upgrades in the PVA industrial chain, and the establishment of a research and development center [3]. - The company aims to enhance the production capacity of high-value-added products and strengthen its technological capabilities to meet the growing market demand in emerging fields, accelerating the domestic substitution process in high-value sectors [3]. - The trend of domestic substitution for high-end products and the exploration of international markets is seen as an inevitable direction for the future development of domestic PVA enterprises [3].

Company News - GuoDun Quantum's chairman, Lv Pin, unexpectedly passed away [7] - CICC announced a cash dividend of 434 million yuan for the first half of 2025, with the record date set for December 26 [8] - Haitian Flavoring announced that its cash dividend ratio will not be less than 80% annually for the next three years (2025-2027) [9] - Sichuan Road and Bridge announced that China Post Insurance has increased its stake to 5% [10] - Zhongwei Company announced plans to acquire Hangzhou Zhonggui's equity, leading to a stock suspension [11] - WuXi AppTec reported that 18 shareholders, including the third, fourth, and sixth largest, collectively reduced their holdings by 29.5 million shares between November 26 and December 17 [11] - Lida Xin announced that shareholder Li Chunhua reduced his stake by 1.56% between December 10 and December 17 [12] - Visionox plans to sign an investment cooperation agreement to advance the Hefei 8.6-generation AMOLED production line project, with a second-phase capital of 9.443 billion yuan [12] - Western Mining announced that its wholly-owned subsidiary, Geermu West Mining Resources, has obtained a mining license, with gold reserves of 2.86 tons [13] - Yidong Electronics announced that a related party reduced its holdings by 2.3463 million shares between December 10 and December 17 [14] - Shandong Highway plans to provision for a long-term equity investment impairment of approximately 690 million yuan in Dongxing Securities [15] - GuoAo Technology's former actual controller, Chen Chongjun, was sentenced to six years in prison for manipulating the securities market, with a fine of 4 million yuan [16] Industry News - The Hong Kong Stock Exchange is consulting market opinions on optimizing the framework for trading units, with potential adjustments affecting about 25% of issuers [5] - The Ministry of Commerce responded to the latest developments in export controls on rare earth-related items, indicating that some Chinese exporters have met the basic requirements for applying for general licenses [5] - The National Digital Exchange System Engineering Technology Research Center, in collaboration with China Mobile and China Unicom, has achieved breakthroughs in resource scheduling efficiency and reliability through a "multi-modal on-the-fly computing" model [5] - The scale of China's biomanufacturing industry has continued to grow, reaching a total scale of 1.1 trillion yuan, with biopharmaceutical product output accounting for over 70% of the global total [5] - Platinum has become a highly sought-after asset, with the price of pure platinum reaching 815 yuan per gram, and futures contracts seeing a significant increase of 5.32% on December 18 [6]

Group 1 - The company, Shuangxin Environmental Protection, is planning an initial public offering (IPO) of 287 million shares, representing 25.02% of the total share capital post-issuance, with the subscription date set for December 19, 2025 [1] - The initial strategic placement will involve 86.1 million shares, accounting for 30.00% of the total issuance, with senior management and core employees expected to subscribe for up to 28.7 million shares, not exceeding 126.894 million yuan [1] - The company specializes in the research, production, and sales of polyvinyl alcohol (PVA) and related products, with a full industry chain layout, and is recognized as a high-tech enterprise [2] Group 2 - The net profit attributable to the parent company for the years 2022, 2023, 2024, and the first half of 2025 is projected to be 803 million yuan, 526 million yuan, 485 million yuan, and 269 million yuan respectively, after deducting non-recurring gains and losses [2] - The total amount of funds raised from the stock issuance, after deducting issuance costs, will be allocated to various projects, including the production of PVB resin and functional films, water-based adhesives, energy-saving technology upgrades, and working capital [3] - The total planned investment using the raised funds amounts to 1.865 billion yuan [3]

Core Viewpoint - Anhui Wanwei High-tech Materials Co., Ltd. experienced a decline of 5.29% in stock price, currently trading at 6.09 CNY per share, with a market capitalization of 12.601 billion CNY [1] Company Overview - Anhui Wanwei High-tech Materials Co., Ltd. was established on May 23, 1997, and listed on May 28, 1997. The company is located in Chaohu City, Hefei, Anhui Province [1] - The main business involves the research, production, and sales of various products including Polyvinyl Alcohol (PVA), high-strength and high-modulus PVA fibers, PVA water-soluble fibers, PVB resins, PVA optical films, and other related products [1] - The revenue composition of the main business includes: - Polyvinyl Alcohol: 32.83% - Acetic Acid Methyl Ester: 15.54% - Others: 11.13% - Cement and Clinker: 7.38% - Polyester Chips: 6.90% - Redispersible Latex Powder: 6.33% - Vinyl Acetate: 4.75% - VAE Emulsion: 4.21% - High-strength and High-modulus PVA Fiber: 4.10% - Other (Supplement): 3.84% - PVB Intermediate Film: 1.80% - PVA Optical Film: 1.20% [1] Shareholder Information - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Wanwei High-tech. In the third quarter, it reduced its holdings by 144,900 shares, now holding 13.473 million shares, which is 0.65% of the circulating shares [2] - The estimated floating loss for the ETF today is approximately 4.5808 million CNY [2] - The Southern CSI 1000 ETF was established on September 29, 2016, with a current scale of 76.63 billion CNY. Year-to-date return is 24.71%, ranking 1906 out of 4208 in its category; the one-year return is 18.97%, ranking 2143 out of 3972; and since inception, the return is 10.36% [2]