中控技术公告，公司预计2025年度归属于母公司所有者的净利润为4.26亿元到5.24亿元，同比下降 53.07%到61.85%。公司2025年业绩较上年同期下降的主要原因系：宏观经济增速放缓，下游客户需求 疲软，公司主营业务收入较去年同期下降；银行理财、利息收入同比减少以及汇兑损失同比增加所致。 公司全力投入发展工业AI业务，时间序列大模型TPT等创新业务已逐步实现规模化商业落地。 ...

华体科技公告，公司实际控制人之一王绍蓉计划自本减持计划公告之日起十五个交易日之后的三个月 内，通过集中竞价交易方式减持公司股份不超过1673400股，不超过公司总股本的1%；通过大宗交易方 式减持公司股份不超过3346900股，不超过公司总股本的2%。 ...

Core Insights - The year 2026 is projected to be pivotal for the promotion of affordable AI PCs, driven by the increased application of OLED screens and enhanced CPU capabilities [1][2] Group 1: OLED Panel Development - Two 8.6-generation OLED panel production lines are expected to commence mass production in 2026, accelerating the penetration of flexible and hybrid OLED panels in IT and automotive display sectors [1] - BOE and Samsung's 8.6-generation OLED panels are anticipated to be used in the next generation of Apple's MacBook Pro and will supply Taiwanese IT manufacturers, respectively [1] - TCL Huaxing and Visionox are expected to start mass production of their 8.6-generation OLED panels in Q3 and Q4 of 2027, further supporting the application of OLED panels in laptops [1] Group 2: Market Projections - The penetration rate of OLED panels in laptops is projected to reach nearly 20% by 2030, with OLED screens dominating the high-end laptop market [1] - The shipment volume of OLED laptop screens is expected to reach 45 million units by 2030 [1] Group 3: Technological Advancements - The adoption of OLED screens will enhance laptops' performance in terms of portability and display quality compared to LCD screens [1] - The introduction of new generation chips by Intel and AMD, utilizing 2-3 nanometer processes, is expected to elevate laptop computing power from 40 TOPS to 50 TOPS [2] - The new CPU architectures are anticipated to penetrate mainstream laptop product lines over the next three years, enabling more diverse task processing capabilities [2] Group 4: Market Outlook - Despite rising memory costs, the global laptop market is expected to maintain stable shipment volumes in 2026, with growth anticipated in 2027 [2]

Core Insights - MiniMax, a leader in AGI, has made a record-breaking IPO on the Hong Kong Stock Exchange, becoming one of the fastest AGI companies to go public within just four years [1] - The company has developed a leading global technology system in text, video, and voice modalities with only about 1% of the funding compared to OpenAI, achieving over 70% of its revenue from international markets [1] - Shanghai Pudong Development Bank (SPDB) has played a crucial role in supporting MiniMax and other tech companies through a comprehensive service model that combines commercial banking, investment banking, and ecosystem development [1][5] Industry Dynamics - A technological race is underway focusing on computing power, algorithms, and industrial software, with companies like Moore Threads and Black Lake Technology at the forefront [2] - These companies, including MiniMax, are characterized by long R&D cycles, high investment intensity, and significant uncertainty, necessitating financial support that aligns with their innovation pace [2][3] - SPDB's understanding of technology routes and industry positioning is critical for these companies to navigate their growth phases successfully [2] Financial Support Strategies - SPDB has provided tailored financial support to companies like Moore Threads and MiniMax, focusing on their technology paths and product iteration cycles rather than traditional financial metrics [3][4] - The bank has developed a comprehensive service system that includes specialized loans for R&D, mid-to-long-term funding during growth phases, and capital market services during IPOs [7] - SPDB's approach has evolved from merely providing funds to becoming an integral participant in the industry ecosystem, reflecting a shift in how financial services are delivered to tech companies [5][6] Ecosystem Development - As tech companies grow, their financial service needs extend beyond simple financing, prompting SPDB to engage more deeply in industry and ecosystem development [5][6] - The bank's services now encompass global treasury management, supply chain finance, and high-end talent financing, creating a holistic financial support framework [6] - SPDB's shift in focus from traditional financial metrics to a more nuanced understanding of technology and industry dynamics is reshaping its service offerings [6][8] National Implications - Shanghai is positioning itself as a global innovation hub, with SPDB prioritizing tech finance as a strategic focus to support the city's technological and industrial upgrades [8] - The bank's experience with companies like MiniMax is being replicated across the Yangtze River Delta and Greater Bay Area, enhancing financial resource integration into innovation and industry chains [8][9] - The collaborative practice of "technology-industry-finance" is expanding from Shanghai to a national level, supporting the growth of new productive forces [9]

当前，企业面临的AI监管环境极为分散。 2025年，全球人工智能（AI）治理更加碎片化。 从美国特朗普政府的"创世使命"（Genesis Mission）到欧盟对《人工智能法案》执行力度的策略性调 整，再到亚太地区如韩国、日本坚持的"轻触式"立法，全球AI治理出现了更加复杂、多极化的监管棋盘 。 与此同时，AI治理已超越技术范畴，成为企业董事会的战略要务。根据富而德（Freshfields）律师事务 所的《2026年数据法趋势报告》，过去一年中，在美国，标普500指数成分股公司中，在财报或公告中 披露其董事会对AI实施监督或具备董事会层面AI能力的比例，在过去一年中激增了84%以上。 "美国国内对此具体路径存在讨论，但当前的一个趋势是，在联邦层面减少对AI的严格监管，同时采取 措施保护美国公民及企业的数据安全。此外，美国也持续关注与AI技术相关的国家安全和网络安全问 题。"她总结道。 在欧洲，去年11月，欧盟委员会宣布暂缓执行《人工智能法案》中的部分条款，并提议对法案进行有针 对性的修订。对此，富而德律师事务所合伙人、数据和科技业务全球联席主管维尔克迈斯特博士（Dr. Christoph Werkmeiste ...

当地时间9日，风暴"戈雷蒂"横扫英法多国，已导致数十万户家庭断电。 据报道，当地时间9日早晨，风暴"戈雷蒂"已造成法国约38万户家庭停电。电力供应商埃内迪斯 （Enedis）表示，受影响的家庭主要集中在诺曼底北部和布列塔尼地区。英国国家电力公司网站显示， 截至9日早晨，英国仍有5.7万户家庭停电。 受风暴"戈雷蒂"影响，英国气象局8日对英格兰西南部康沃尔郡大部分地区和锡利群岛发布红色大风警 报，预计强风时速可达160公里/小时。红色天气警报是该机构在极端天气状况下发布的最严重预警。英 国多区还发布了黄色降雪警告，预测部分地区降雪量可达30厘米。 截至当地时间9日早晨，"戈雷蒂"已造成法国约38万户家庭停电，英国5.7万户家庭停电。 据英国气象局介绍，在抵达英格兰西南部地区后，"戈雷蒂"风暴向东穿越英吉利海峡，预计将给法国北 部等地带来更强风力。法国气象局8日发布的预测称，全法共有32个省份进入橙色警报状态，部分地区 预警级别仍有升级可能。法国西北部芒什省8日晚进入大风红色警报状态。 德国气象局也于8日发布天气预警说，另一场名为"埃莉"的风暴将于9日达到强度高峰。气象专家表示， 9日该国部分地区积雪可达20厘米 ...

上海市人民政府办公厅印发《上海市支持先进制造业转型升级三年行动方案（2026—2028年）》。其中 提出，加大物流配套支撑。围绕制造业发展规划建设工业物流仓储设施，推动物流仓储与制造业融合布 局。搭建工业物流公共服务平台，统筹整合公共物流信息、园区仓储设施、运输运力等物流资源，增设 零担干线运输集聚点、货车公用停车场和智慧停车管理平台。完善临港、金山、化工区等区域及远郊制 造业集聚区域公路、铁路、水路、码头等交通基础设施。增加专业化物流仓储资源供给，创新危化品仓 储监管方式。建立完善"一对一"联络服务机制，优化大件运输许可服务。 ...

Core Viewpoint - Nestlé has initiated a global recall of infant formula products due to potential quality issues with ARA (Arachidonic Acid) sourced from suppliers, affecting over 50 countries and raising public concern about the safety of infant formula ingredients [1] Group 1: Company Responses - Mengniu stated that its ARA raw material suppliers are unrelated to the European recall incident, and all products undergo strict quality control [3] - Feihe confirmed that its ARA raw materials are not affected by any issues related to Bacillus cereus toxins, and the company adheres to stringent quality standards [3] - Junlebao mentioned that its ARA suppliers are Roget and Runke Bio, and the company follows internal control standards that exceed national regulations [3] - Danone emphasized that all its infant formula products are produced under high standards and do not use ARA from the suppliers involved in the recall [4] - Arla conducted a comprehensive review of its infant nutrition products and confirmed that its ARA suppliers are not linked to the recall issues [4] - HiPP stated that the ARA used in its products is sourced from suppliers not involved in the recall, ensuring safety and reliability [4] Group 2: Regulatory Oversight - The State Council's Food Safety Office and the Market Supervision Administration have urged Nestlé (China) to effectively manage the recall of affected products in China, ensuring consumer rights are protected [2] - The recall in the Chinese market includes four brands: Litojing, Platinum Enfamil, Shuyi Enfamil, and Wyeth's children's growth milk powder, totaling 30 batches [2]

| *ST景峰 | 3.86% | -30.82 | | --- | --- | --- | | *ST东晶 | 4.36% | -189.15 | | 众诚科技 | 29.98% | -247.18 | | 鸿路钢构 | 4.76% | -455.33 | | 安必平 | 19.71% | -901.82 | | 上实发展 | 10.08% | -1101.82 | | 云南错业 | 10.01% | -1118.61 | | 迪安诊断 | 20.00% | -1264.05 | | 三和管桩 | -5.78% | -1982.69 | | 世嘉科技 | 9.47% | -2306.50 | | 观想科技 | 13.04% | -3354.67 | | 浙江美大 | -9.71% | -3861.22 | | 纳百川 | 4.13% | -4052.24 | | 南兴股份 | 5.17% | -4394.63 | | 電車車 | -6.39% | -4503.60 | | 华菱线缆 | 2.08% | -5345.52 | | 省广集团 | 9.97% | -6988 22 | | 航天南湖 | -0.22 ...

（文章来源：第一财经） 国晟科技公告，公司股票在2025年10月31日至2026年1月6日期间，5次触及股价异常波动、1次触及严重 异常波动情形，公司股价累计涨幅高达370.20%，偏离基本面，存在市场情绪过热、非理性炒作风险。 近期，公司就股票交易异常波动及严重异常波动的相关事项进行了核查。鉴于相关核查工作已完成，经 公司向上海证券交易所申请，公司股票将于2026年1月12日（星期一）开市起复牌。 ...