光刻机(胶)板块领涨，上涨2.34%，其中普利特上涨10.03%，彤程新材上涨10.0%，国风新材上涨 9.99%，南大光电、恒坤新材、安集科技涨超7%。（AI生成） 光刻机(胶)板块领涨，上涨2.34%，其中普利特上涨10.03%，彤程新材上涨10.0%，国风新材上涨 9.99%，南大光电、恒坤新材、安集科技涨超7%。（AI生成） ...

Core Viewpoint - The Shenzhen Component Index has surpassed the 14,100-point mark, increasing by 0.56%, with significant gains observed in sectors such as fourth-generation semiconductors, high-bandwidth memory, and photolithography equipment [1]. Group 1 - The Shenzhen Component Index reached a milestone by breaking the 14,100-point threshold [1] - The index experienced a growth of 0.56% [1] - Notable sectors with leading gains include fourth-generation semiconductors, high-bandwidth memory, and photolithography equipment [1]

（文章来源：第一财经） 记者1月7日从宜家获悉，宜家决定自2026年2月2日起停止运营包括宜家上海宝山商场、宜家广州番禺商 场、宜家天津中北商场、宜家南通商场、宜家徐州商场、宜家宁波商场和宜家哈尔滨商场在内的七个线 下触点。当地顾客仍可通过所在城市（例如上海、广州、天津）的其他宜家商场或宜家官网、宜家 APP、宜家微信可购物小程序、天猫旗舰店及京东旗舰店等全渠道继续体验宜家产品和服务。宜家称， 这一决定是宜家在中国深化转型过程中的重要一步，旨在为未来的业务增长构建更具韧性的基础，并聚 焦本土相关性，以提供可负担的家居产品与解决方案。在接下来的两年内宜家计划开设超过十家小型门 店，包括将于2026年2月开业的宜家东莞商场和将于2026年4月开业的北京通州商场。 ...

(本文来自第一财经) 翔宇医疗发布异动公告称，近期资本市场对人脑工程、脑机接口等概念关注度较高，相关板块股价涨幅 较大。公司目前主要聚焦非侵入式脑机接口技术，覆盖作业疗法、运动疗法、认知言语、吞咽等康复全 场景布局，与当前国际上的侵入式脑机接口技术路线存在差异。公司在脑机接口方面的投入，目前在技 术、产品、渠道市场等方面形成一定的布局，但招投标和销售等具有滞后性，截至2025年末，相关产品 尚未实现规模化销售，营收占比较小。 ...

围绕威耀实业股权变更的是两家光刻机领域企业。 天眼查信息显示，近日，上海威耀实业有限公司（下称："威耀实业"）发生股东信息变更。此前，上海微电子装备（集团）股份有限公司（下称："上海微 电子"）是这家公司持股100%的股东，认缴出资额为2.285亿元。上海微电子退出后，上海芯上微装科技股份有限公司（下称："芯上微装"）成为威耀实业的 新增全资股东，认缴出资额同样为2.285亿元。 | | 历史持股详情 | ·天眼管 · | | --- | --- | --- | | 上海微电子装备（集团）股份有限公 | | | | ם | | | | 参股企业 | | | | 上海威耀实业有限公司 | | | | 股东类型 | 首次持股目期 | | | 企业股东 | 2016-01-28 | | | 退出日期 | 退出时持股比例 | | | 2025-12-31 | 100% | | | 退出时出资情况 | | | | 认缴出资额 | 认缴出资日期 | | | 20850 FT | 0018 10 21 | | | 2025-12-31 | - | | 2285( | | --- | --- | --- | --- | | ...

2025年我国全年完成水利建设投资12848亿元。 重大水利工程建设对于稳增长、促就业意义重大。 2025年我国全年完成水利建设投资12848亿元，全年水利建设完成投资连续4年超万亿元。2025年我国实 施各类水利项目47563个，吸纳就业315万人。 全国水利工作会议于1月5日至6日在北京召开，发布了上述数据。会议总结2025年和"十四五"水利工 作，谋划"十五五"水利发展目标任务，部署2026年水利重点工作。 "十五五"时期，水利发展进入基本实现水利现代化夯实基础、全面发力的关键时期。 2026年是"十五五"开局之年。水利部部长李国英表示，要锚定推动水利高质量发展、保障我国水安全目 标，推动事关中国式现代化全局的水安全战略任务取得重大突破，为确保基本实现社会主义现代化取得 决定性进展作出水利贡献。 会议指出，2025年目标任务高质量完成，实现"十四五"圆满收官，我国水旱灾害防御能力、水资源节约 集约利用能力、水资源优化配置能力、江河湖泊生态保护治理能力、数智赋能引领发展水利新质生产力 能力、水利体制机制法治管理能力和水利系统党的建设质量显著提升。 2025年，太浦河后续一期、辽宁辽东半岛水资源配置工程可研 ...

Core Viewpoint - The reduction of the VAT rate from 5% to 3% is expected to become a trend, with the new VAT law effective from January 1, 2026, simplifying the tax structure for small-scale taxpayers [1][2]. Group 1: VAT Law Changes - The new VAT law specifies that small-scale taxpayers can calculate their VAT based on a simplified method with a rate of 3% [1]. - The previous 5% VAT rate is not mentioned in the new VAT law or its implementation regulations, indicating its likely phase-out [1][2]. - Experts suggest that the 5% rate will be eliminated, aligning with the goal of simplifying the tax system and reducing compliance costs for businesses [2][3]. Group 2: Impact on Real Estate - The recent announcement by the Ministry of Finance and the State Taxation Administration indicates that the VAT rate for individuals selling homes purchased less than two years ago has been reduced from 5% to 3% [2]. - This change reflects a shift in the real estate market and the gradual removal of punitive measures against speculative behavior in housing sales [2]. - The 5% VAT rate was primarily applied to real estate transactions and specific services, which are expected to transition to the 3% rate in the future [3].

日盈电子涨6.11%，报72.08元/股，股价再创新高，总市值突破84.61亿元，成交额达3.62亿元。（AI生 成） ...

Group 1 - The core viewpoint is that the VAT rate of 5% will gradually be reduced to 3%, aligning with the new VAT law effective from January 1, 2026, which establishes a simplified tax calculation method for small-scale taxpayers at a rate of 3% [1][2] - The new VAT law aims to simplify the tax structure by unifying the applicable rate to 3%, which reflects a policy consideration for tax reduction and balances the tax burden with general taxpayers [1][2] - The recent announcement by the Ministry of Finance and the State Taxation Administration indicates that the 5% VAT rate for individuals selling homes within two years will be replaced by a 3% rate, further supporting the transition away from the 5% rate [2] Group 2 - Currently, the 5% VAT rate applies mainly to real estate-related transactions, such as sales of properties acquired before April 30, 2016, and certain specific services like labor dispatch and financial leasing [3] - Experts predict that the 5% VAT rate, introduced during the transition from business tax to VAT in 2016, will be gradually adjusted to the 3% rate in line with the direction of simplifying the tax system [3]

英伟达CEO黄仁勋现场称，双方合作的基础是因为联想制造了全球大部分的超级计算机，并且这是一家能够大规模将自主设计、制造与全球化服务完整整 合的企业。 当地时间1月6日，在联想TechWorld大会上，联想集团董事长杨元庆宣布将与英伟达携手推出"联想人工智能云超级工厂"。 英伟达刚刚发布的Rubin Platform也将是该合作计划的一部分。 这一计划将帮助云服务提供商极大缩短"time to first token"AI部署的时间, 同时可迅速扩展规模至十万台GPU，支持万亿参数级别的智能体和大语言模型。 杨元庆透露联想海神液冷技术也将深度融入这一计划。（转载自第一财经） ...