经济观察网 金隅集团（601992）超短期融资券"25金隅SCP004"于2026年2月12日完成兑付，应偿付本息 约10.03亿元。科技创新可续期公司债券"金隅KY16"于2026年2月9日上市交易。集团党委书记、董事长 姜英武在民主生活会上强调，将围绕"十五五"规划开局，践行"干事文化"，推动集团高质量发展。 以上内容基于公开资料整理，不构成投资建议。 金隅集团A股股价近期呈现波动态势。近7天（2026年2月6日至2月12日）区间涨跌幅为-1.43%，股价最 高触及2.19元（2月9日），最低下探2.05元（2月6日），最新报收2.07元（截至2月12日）。资金流向方 面，2月10日主力资金净流出4080.21万元，当日股价下跌2.78%。融资融券数据显示，融资余额连续多 日增长，近5日增幅达5.52%。 ...

Core Viewpoint - The report highlights the AH premium rates of various companies, indicating significant discrepancies between their H-shares and A-shares, with some companies showing extremely high premiums while others exhibit negative premiums [1]. Group 1: Top AH Premium Rates - Northeast Electric (00042) has the highest AH premium rate at 831.03%, with H-share priced at 0.290 HKD and A-share at 2.25 CNY [1]. - Sinopec Oilfield Service (01033) follows with a premium rate of 296.70%, H-share at 0.910 HKD and A-share at 3.01 CNY [1]. - Beijing Jingcheng Machinery Electric (00187) ranks third with a premium of 285.05%, H-share at 4.280 HKD and A-share at 13.76 CNY [1]. Group 2: Lowest AH Premium Rates - Contemporary Amperex Technology (03750) has the lowest AH premium rate at -13.27%, with H-share priced at 511.000 HKD and A-share at 370 CNY [1]. - China Merchants Bank (03968) shows a premium of -4.06%, H-share at 49.300 HKD and A-share at 39.49 CNY [1]. - WuXi AppTec (02359) has a premium of -2.14%, with H-share at 120.800 HKD and A-share at 98.7 CNY [1]. Group 3: Top Deviation Values - Jinju Group (02009) has the highest deviation value at 24.42%, with a premium of 212.05% [1]. - Beijing Jingcheng Machinery Electric (00187) has a deviation value of 21.92%, with a premium of 285.05% [1]. - Longpan Technology (02465) ranks third with a deviation value of 19.68%, and a premium of 101.01% [1]. Group 4: Lowest Deviation Values - JunDa Co., Ltd. (02865) has the lowest deviation value at -70.56%, with a premium of 176.15% [2]. - Changfei Optical Fiber (06869) follows with a deviation of -45.38%, and a premium of 105.94% [2]. - Chenming Paper (01812) has a deviation of -26.81%, with a premium of 190.80% [2].

智通财经APP获悉，截止2月5日收盘，东北电气(00042)、浙江世宝(01057)、中石化油服(01033)分列AH 溢价率前三位，溢价率分别为815.25%、354.93%、295.40%；宁德时代(03750)、招商银行(03968)、恒 瑞医药(01276)分列AH溢价率末三位，溢价率分别为-11.82%、-2.30%、1.62%。其中金风科技(02208)、 金隅集团(02009)、中石化油服(01033)的偏离值位居前三，分别为21.73%、19.04%、18.76%；另外，浙 江世宝(01057)、钧达股份(02865)、长飞光纤光缆(06869)的偏离值位居后三，分别 为-41.23%、-39.46%、-26.61%。 前十大AH股溢价率排行 | 股票名称 | H股(港元) | A股 | 溢价率↓ | 偏离值 | | --- | --- | --- | --- | --- | | 东北电气(00042) | 0.295 | 2.25 | 815.25% | -9.99% | | 浙江世宝(01057) | 5.480 | 20.81 | 354.93% | -41.23% | | 中石化油服( ...

Core Viewpoint - The report highlights the premium rates of AH shares, with Northeast Electric, Zhejiang Shibao, and Sinopec Oilfield Services leading in premium rates, while CATL, China Merchants Bank, and WuXi AppTec are at the bottom of the list [1][2]. Premium Rate Rankings - The top three AH shares by premium rate are: - Northeast Electric (00042) with a premium rate of 815.25% - Zhejiang Shibao (01057) with a premium rate of 351.07% - Sinopec Oilfield Services (01033) with a premium rate of 303.37% [2] - The bottom three AH shares by premium rate are: - CATL (03750) with a premium rate of -12.99% - China Merchants Bank (03968) with a premium rate of -1.83% - WuXi AppTec (02359) with a premium rate of 3.29% [2] Deviation Values - The top three shares by deviation value are: - Guoen Technology (02768) with a deviation value of 64.57% - Goldwind Technology (02208) with a deviation value of 30.74% - Sinopec Oilfield Services (01033) with a deviation value of 27.72% [1][2] - The bottom three shares by deviation value are: - Junda Co., Ltd. (02865) with a deviation value of -49.44% - Zhejiang Shibao (01057) with a deviation value of -46.76% - Yangtze Optical Fibre and Cable (06869) with a deviation value of -34.58% [1][3].

Group 1 - The cement sector experienced a 2.9% increase on February 3, with Jinju Group leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Key stocks in the cement sector showed significant price increases, with Jinju Group rising by 10.00% to a closing price of 2.09 [1] Group 2 - The cement sector saw a net inflow of 134 million yuan from main funds, while retail investors experienced a net outflow of 92.23 million yuan [1] - Main fund inflows varied across companies, with Jinju Group receiving 116 million yuan, representing 39.86% of its trading volume [2] - Other notable companies included Conch Cement with a main fund inflow of 80.85 million yuan, and Jinyu Modong with 28.98 million yuan [2]

Group 1: Market Performance - The stocks related to the Beijing-Tianjin-Hebei concept opened high, with several companies reaching the daily limit increase, including Fushi Holdings, Jingtou Development, and Chengjian Development, all up by over 10% [1][2] - Notable performers include Huaxia Happiness, which rose over 9%, and Jinyu Jidong, which increased by over 6% [1][2] Group 2: Policy and Planning - The Central Committee of the Communist Party and the State Council released the "Modern Capital Urban Circle Spatial Collaborative Planning (2023-2035)," aiming to optimize the urban system of Beijing-Tianjin-Hebei [2][3] - The plan emphasizes the construction of a spatial pattern characterized by "one core, two wings, dual cities, multiple points, and dual corridors" to enhance the capital's radiating effect and improve service levels [2][3] Group 3: Industry Implications - The planning document highlights the need for a "two corridors, four belts" industrial collaborative innovation pattern, promoting advanced manufacturing clusters and deep integration of innovation and industrial chains [4][6] - The transportation infrastructure will be enhanced with the construction of "eight corridors and two rings," establishing a comprehensive international transportation hub in the region [5][6] Group 4: Company Opportunities - Jidong Equipment, a leading manufacturing company in the Beijing-Tianjin-Hebei region, is expected to benefit from increased demand for equipment due to regional infrastructure projects [7] - Jinyu Group, a major building materials enterprise, will see steady sales growth in its products due to accelerated infrastructure and new industrial park developments [7] - Huaxia Happiness, with extensive experience in industrial park development, is positioned to expand its projects and enhance performance through the new policy framework [7]

FF301 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 601992 | 說明 | A股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 8,339,006,264 | RMB | | 1 RMB | | 8,339,006,264 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 8,339,006,264 | RMB | | 1 RMB | | 8,339,006,264 | | 2. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02009 | ...

Market Overview - The cement sector experienced a decline of 1.14% on January 30, with Jinju Group leading the drop [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] Individual Stock Performance - The following stocks in the cement sector showed notable performance: - Shangfeng Cement (000672) closed at 14.43, up 3.74% with a trading volume of 292,900 shares and a turnover of 411 million yuan [1] - Sifang New Material (605122) closed at 13.59, up 1.72% with a trading volume of 37,800 shares and a turnover of 50.95 million yuan [1] - Guotong Co. (002205) closed at 14.06, up 0.79% with a trading volume of 36,900 shares and a turnover of 51.58 million yuan [1] - Longquan Co. (002671) closed at 5.73, up 0.70% with a trading volume of 125,700 shares and a turnover of 71.56 million yuan [1] - Other stocks such as Wan Nian Qing (000789) and Jianfeng Group (600668) showed minimal changes [1] Capital Flow Analysis - The cement sector saw a net outflow of 368 million yuan from main funds, while retail investors contributed a net inflow of 426 million yuan [2] - The following stocks had significant capital flow: - Huaxin Cement (600801) experienced a net outflow of 48.97 million yuan from main funds [3] - Tower Group (002233) had a net inflow of 8.47 million yuan from main funds [3] - Wan Nian Qing (000789) saw a net inflow of 6.44 million yuan from main funds [3] - Other stocks like Ningxia Building Materials (600449) and Sanhe Yingshao (003037) showed mixed capital flows [3]

Group 1 - The core point of the news is that Jinyu Group's stock price dropped by 5.45% to 1.91 CNY per share, with a trading volume of 239 million CNY and a turnover rate of 1.47%, resulting in a total market capitalization of 20.395 billion CNY [1] - Jinyu Group, established on December 22, 2005, and listed on March 1, 2011, is primarily engaged in businesses related to cement and ready-mixed concrete, new building materials, trade logistics, real estate development, and property investment and management [1] - The revenue composition of Jinyu Group includes: bulk commodity trading (52.18%), product sales (31.69%), housing sales (7.68%), decoration and renovation income (2.64%), rental income (2.20%), property management (1.32%), solid waste treatment (0.80%), other income (0.75%), hotel operations (0.50%), and interest income (0.24%) [1] Group 2 - From the perspective of Jinyu Group's top ten circulating shareholders, Guotai Fund has one fund among them, specifically the Guotai CSI All-Share Construction Materials ETF (159745), which entered the top ten shareholders in the third quarter with 14.2591 million shares, accounting for 0.13% of circulating shares [2] - The Guotai CSI All-Share Construction Materials ETF (159745) was established on June 9, 2021, with a latest scale of 610 million CNY, and has achieved a return of 13.32% this year, ranking 618 out of 5557 in its category; over the past year, it has returned 28.36%, ranking 2793 out of 4285; since inception, it has incurred a loss of 26.31% [2]

Group 1 - The core viewpoint of the article is that Jinju Group's subsidiary, Jidong Cement, has the production qualification for silicate cement used in nuclear power engineering, and its products have been utilized in some nuclear power projects [1] - The gross profit performance of the silicate cement products is reported to be good, although their revenue contribution is relatively low [1]