Di Yi Cai Jing
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在岸人民币兑美元16:30收盘 较上一交易日涨105点
Di Yi Cai Jing· 2026-01-08 08:38
(文章来源:第一财经) 在岸人民币兑美元北京时间16:30官方收报6.9807,较上一交易日官方收盘价上涨105点。 ...
乾照光电今日20%涨停,1家机构专用席位净买入1.26亿元
Di Yi Cai Jing· 2026-01-08 08:37
乾照光电今日20%涨停,成交额63.52亿元,换手率24.83%。盘后龙虎榜数据显示,深股通专用席位买 入2.05亿元并卖出1.94亿元,1家机构专用席位净买入1.26亿元。 ...
走进信达生物:一家创新药企的全球志向 | 跨越山海
Di Yi Cai Jing· 2026-01-08 08:36
谈到苏州工业园区,不得不提到由它孵化的苏州生物医药产业园(BioBAY)。政府公开信息显示, 2006年,生物医药及大健康产业就被苏州工业园区视作重点规划、引导和培育的战略新兴产业之一。随 后,园区大力发展生物医药及大健康产业。今年,苏州工业园区市场监管局更是获得了江苏省药监局药 品生产/经营许可证换发事项的正式赋权。 将"BioBAY"这个词汇进行简单的拆解,它可以翻译为"生物港湾"。事实上,作为苏州工业园区发展生 物医药产业的高科技载体,这个于2007年正式启用的园区,也确实在17年间培育了众多生物医药高科技 创新企业,为它们提供了成长的港湾。最新数据显示,BioBAY中的生物医药高科技创新企业数量已经 达到620多家。信达生物制药(苏州)有限公司(下称"信达生物")就是其中之一。 国内市面上销售的信迪利单抗注射液(达伯舒®)、贝伐珠单抗注射液(达攸同®)、阿达木单抗注射 液(苏立信®)等药物,都是信达生物的产品。目前,公司有18个产品已经获得批准上市,在中国生物 医药领域具备了一定的竞争力。 BioBAY与信达生物之间的故事或许可以用"双向奔赴"来形容。2011年,曾在国内外多家制药公司任职 重要岗位的 ...
乾照光电今日20%涨停 1家机构专用席位净买入1.26亿元
Di Yi Cai Jing· 2026-01-08 08:35
乾照光电今日20%涨停,成交额63.52亿元,换手率24.83%。盘后龙虎榜数据显示,深股通专用席位买入2.05亿元并卖出1.94亿元,1家机构专用席位净买入 1.26亿元。 | 买 卖 | 会员营业部名称 | 买入金额 | 菜田手题 | | --- | --- | --- | --- | | | | (元) | (元) | | 买1 | 东吴证券股份有限公司苏州相城大道证 券营业部 | 213,736,032 | 54,160 | | 买2 | 深股通专用 | 205.088.901 | 194,132,103 | | 第3 | 国泰海通证券股份有限公司余姚舜水南 路证券营业部 | 132,604,936 | 4,079,796 | | 24 | 机构专用 | 126,172,039 | 0 | | જુર | 开源证券股份有限公司徐州分公司 | 87,293,575 | 58,746 | | 卖1 | 深股通专用 | 205,088,901 | 194,132,103 | | 卖2 | 中国银河证券股份有限公司绍兴证券营 业部 | 30,289,452 | 81,340,464 | | 卖3 | 东方财富 ...
推行绿色消费正当其时
Di Yi Cai Jing· 2026-01-08 08:26
Core Viewpoint - The article discusses the implementation of green consumption in China as a crucial strategy for achieving high-quality economic development and addressing environmental challenges, as outlined in the recent notification by the Ministry of Commerce and nine other departments [3][21]. Group 1: Definition and Importance of Green Consumption - Green consumption is defined as a sustainable consumption system that encompasses the entire production, circulation, consumption, and recycling chain, rather than merely focusing on environmentally friendly products [4]. - The concept of green consumption emphasizes intergenerational equity and resource constraints, aiming to meet basic human needs while minimizing waste and pollution [4]. - The promotion of green consumption is essential for addressing tightening resource and environmental constraints, upgrading consumption structures, and competing in the global green transition [5][6][8]. Group 2: Challenges and Trends - China faces multiple challenges, including resource constraints, rapid consumption structure upgrades, and intensified global competition in green transformation [5]. - The shift in consumer preferences towards green, healthy, and low-carbon products is evident, with 73.8% of consumers prioritizing green products in their daily lives [7]. - The market for green consumption is projected to reach 5 trillion yuan in 2024, reflecting a 10% increase from the previous year, with significant growth in sectors like new energy vehicles and green appliances [11]. Group 3: Economic and Environmental Benefits - Green consumption can drive industrial upgrades and enhance economic quality by guiding enterprises towards low-carbon and high-end transformations [10]. - It can expand high-quality domestic demand, injecting lasting momentum into economic growth by creating new consumption patterns and opportunities [11]. - The ecological and economic benefits of green consumption include improved resource efficiency and reduced pollution, contributing to sustainable development [12]. Group 4: Policy Recommendations and Implementation Strategies - Strengthening the supply of green products and services is crucial to address mismatches in supply and demand, focusing on areas like green agriculture, appliances, and automotive sectors [14][15]. - Innovative consumption models, such as green supply chains and green consumption points systems, are necessary to enhance consumer engagement and convenience [16][17]. - A robust policy framework that combines incentives and regulatory measures is essential for fostering a conducive environment for green consumption [18][19]. Group 5: Public Awareness and Participation - Raising public awareness and promoting green consumption behaviors are fundamental to driving widespread participation in green initiatives [20]. - Initiatives should include educational campaigns, community activities, and the promotion of sustainable lifestyles to embed green consumption into societal norms [20]. - The establishment of exemplary green enterprises and communities can serve as models to inspire broader adoption of green consumption practices [20].
中委经贸合作、对日出口管制、Meta收购Manus成焦点,商务部回应
Di Yi Cai Jing· 2026-01-08 08:25
何亚东表示,中国作为负责任大国,一贯积极履行防扩散国际义务。依法依规针对所有两用物项,禁止 对日本军事用户、军事用途,以及一切参与提升日本军事实力的其他最终用户用途出口,其目的是制 止"再军事化"和拥核企图,完全正当、合理、合法。 1月8日,商务部举行2026年第一场例行新闻发布会。 1月8日,商务部举行2026年第一场例行新闻发布会。商务部新闻发言人何亚东就近期热点经贸问题进行 回应。 其他国家无权干涉中委经贸合作 有记者就近期委内瑞拉总统马杜罗被美方强行控制对中委经贸合作的影响进行提问,何亚东对此表示, 美方的霸权行径,严重违反国际法,侵犯委内瑞拉主权,威胁拉美地区和平与安全,中方对此坚决反 对。中委经贸合作是主权国家之间的合作,受到国际法和两国法律的保护,其他国家无权干涉。无论委 政局如何变化,中方持续深化两国经贸关系的意愿不会改变。 何亚东称,中国同拉美国家开展经贸合作始终秉持平等相待、互利共赢原则,从不寻求势力范围,也不 针对任何一方。经济互补性是中拉经贸合作的坚实基础,开放包容、合作共赢是鲜明特色。中方将继续 同拉美国家一道,以团结协作应对国际风云变幻,以平等互利为基础开展经贸合作,实现共同发展。 ...
南芯科技:高性能电源方案已供货部分知名机器人领域客户
Di Yi Cai Jing· 2026-01-08 08:20
(文章来源:第一财经) 南芯科技在互动平台表示,公司的高性能电源方案已供货部分知名机器人领域客户,可应用于各种类型 的机器人终端。 ...
走进优刻得:云计算服务万千出海企业的故事 | 跨越山海
Di Yi Cai Jing· 2026-01-08 08:19
云计算是一种通过网络提供计算资源和服务的技术,它允许用户按需付费,随时随地使用云计算环境中 的基础架构、平台与软件。与本地部署服务需要的采购硬件、部署系统、设置软件等繁杂流程不同,云 计算平台提供的各种资源可以快速响应用户需求,只需要投入很少的管理工作,就可以快速获得庞大的 计算资源。 云计算行业的发展情况如何,中国企业面对怎样的竞争环境?今天我们走进中国第一家云计算科创板上 市公司优刻得科技股份有限公司(UCloud,下称"优刻得"),看看它在激烈的市场竞争中选择定位, 服务千千万万出海企业的故事。 一、打造中企出海的云驿站 云计算业务通常分为三个类型,分别是公有云、私有云和混合云。公有云是指服务商通过公共互联网向 用户提供计算资源的服务,相当于对所有人开放的租赁服务商;私有云则是为特定的单一客户提供云基 础设施和计算资源,这种模式具有更高的安全性和更强的定制化特征;混合云则是公有云、私有云的有 机结合,兼具公有云和私有云的特征,可以更灵活地满足企业独特的云服务需求。中国信通院的研究显 示,中国公有云市场占整个云计算市场的近7成。 优刻得成立于2012年,公司以公有云为主要业务,也涉及部分私有云和混合云业务 ...
智能眼镜将从手机附属品迈向独立,轻量、全彩是趋势
Di Yi Cai Jing· 2026-01-08 08:18
Core Viewpoint - The introduction of eSIM technology is transforming smart glasses from smartphone accessories into independent AI terminals, leading to a systemic restructuring of design, business models, profitability, and competitive landscape in the smart glasses industry [1][4]. Group 1: Industry Developments - At CES 2026, several Chinese companies launched AR and AI glasses, with eSIM technology enabling these devices to operate independently from smartphones, marking a trend towards lighter and full-color displays [3][8]. - Thunderbird Innovation, a subsidiary of TCL, showcased its first AR glasses with eSIM support, allowing for features like phone calls, AI dialogue, real-time translation, and streaming music without a smartphone [4][5]. - The global market share of Thunderbird Innovation's full-color Micro LED AR glasses reached 24% in Q3 of the previous year, with plans for accelerated global expansion [4]. Group 2: Competitive Landscape - Major players, including Alibaba and XREAL, are entering the smart glasses market, with XREAL expanding its partnership with Google to develop Project Aura, integrating Android XR into optical devices [8][9]. - Meta introduced new features for its smart glasses, including muscle-controlled handwriting input, while Alibaba launched its first Quark AI glasses, aiming to create new AI terminal entry points [8][9]. - The competition is intensifying, with a significant presence of Chinese brands at CES, accounting for nearly 70% of the 23 AI glasses brands showcased [9]. Group 3: Market Trends - The shift towards eSIM technology is expected to change the business model from hardware sales to a subscription-based model that includes hardware, connectivity, and AI services [5]. - The trend towards lightweight and full-color displays is evident, with several companies showcasing models weighing under 40 grams, indicating a competitive push for consumer-friendly designs [9][10]. - IDC forecasts that global smart glasses shipments will exceed 23.687 million units by 2026, with the Chinese market alone expected to surpass 4.915 million units, indicating a phase of scaled growth [10].
连板股追踪丨A股今日共112只个股涨停 锋龙股份10连板
Di Yi Cai Jing· 2026-01-08 08:11
| 生板胶 1.8 | | ,截至收盘斩获连板个股 | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | 锋龙股份 | 10 | 机器人 | | *ST东易 | 6 | 算力+家装 | | *ST铖昌 | 5 | 商业航天 | | *ST亚太 | 4 | 化工 | | 创新医疗 | 4 | 脑机接口 | | 岩山科技 | 4 | 脑机接口 | | 普利特 | 4 | 脑机接口 | | 银河电子 | 4 | 商业航天 | | 快意电梯 | 4 | 电梯 | | 志特新材 | 4 | 量子科技 | | 美克家居 | 4 | 家居 | | ST新华锦 | 4 | 机器人 | | 南京能猫 | 4 | 脑机接口 | | 江顺科技 | 3 | 商业航天 | | 金风科技 | 3 | 风电 | | 鹭燕医药 | 3 | 医药 | 机器人板块锋龙股份10连板,脑机接口概念多股连板。一图速览今日连板股>> 1月8日,Wind数据显示,A股市场共计112只个股涨停。其中机器人板块锋龙股份收获10连板,脑机接 口概念股创新医疗、岩山科技、普利特、南京熊猫均4连板。一图速览今日连板股>> | ...