A股三只大牛股，明日复牌。 1月11日，嘉美包装发布公告称，就股票交易波动情况相关核查工作已完成，公司股票将于1月12日（明 日）开市起复牌。在此之前，嘉美包装股价持续飙涨，2025年12月17日至2026年1月6日期间累计涨幅超 230%。 5倍大牛股国晟科技公告称，鉴于相关核查工作已完成，公司股票将于1月12日（明日）开市起复牌。回 顾此前，2025年9月23日至2026年1月6日期间，国晟科技股价累计涨幅达540%。 此外，16倍大牛股天普股份表示，公司就近期股票交易情况进行了核查，鉴于相关核查工作已完成，公 司股票将于1月12日（明日）开市起复牌。证监会1月9日晚间发布公告，天普股份股票价格异常波动， 市场高度关注。近日，证监会已对天普股份股票交易异常波动公告涉嫌重大遗漏立案调查。 据统计，天普股份股票价格自2025年8月22日至2025年12月30日累计上涨718.39%，2025年全年累计涨 幅高达1663.20%，成为年度涨幅榜上的"第二大牛股"。 嘉美包装明日复牌 1月11日，嘉美包装发布公告称，公司股票将于2026年1月12日（星期一）开市起复牌。此前，因公司股 票自2025年12月17日至 ...

Core Insights - The article emphasizes that 2026 is designated as the "Year of Data Element Value Release," marking a significant transition in China's data element market reform from foundational institutional development to a phase focused on value creation and validation [1][3] Group 1: Data Element Value Release - The release of data element value has been a consistent theme since the concept was introduced, with the current moment representing a critical transition from quantitative to qualitative change [3] - The national data work conference has set the stage for the large-scale release of data element value, indicating that prior efforts have reached a level conducive to significant transformation [3][4] - Key policies and initiatives, such as the development of public data resources and the establishment of data trading platforms, have laid the groundwork for this transformation [3][4] Group 2: National Integrated Data Market - The establishment of a national integrated data market is seen as essential for overcoming challenges related to the release of data element value, facilitating seamless data flow across regions and industries [6][7] - Key infrastructure for this market includes a nationwide interconnected data platform, a unified standard system, and operational norms to encourage the development of data products [7][8] - The integrated market aims to enhance the efficiency of data resource allocation, enabling data merchants to create more valuable data products and services [7][8] Group 3: Key Indicators for Success - The success of the "Year of Data Element Value Release" and the national integrated data market will be measured against eight key tasks outlined by the national data work conference [4] - There is a need for standardized definitions and metrics to assess the market value generated by data products, focusing on cash flow and other financial indicators [4] Group 4: Transition from Data Resources to Standardized Products - Public data holders, primarily government entities, are encouraged to share and open data responsibly, with performance-driven incentives to enhance data accessibility [10] - Large enterprises are urged to adopt market-driven approaches to release data, including monetizing data products and ensuring data privacy through innovative usage methods [10][11] - The first data products expected to mature and scale include analytical data products and those driven by market demand, particularly in finance and healthcare [11] Group 5: AI and Data Value Standards - The integration of data with AI is crucial for enhancing the performance of AI models, with high-quality datasets becoming essential for effective applications [12][13] - The development of AI will reshape data value standards, emphasizing application-driven assessments rather than traditional metrics [12][13] - The transition from project-based development to subscription-based data services is anticipated, driven by the need for continuous data application and service delivery [14][15]

据介绍，这是一款为独居人群打造的轻量化安全工具，通过提前设置一位紧急联系人，若连续多日未在 应用内签到，系统将于次日自动发送邮件告知对方，及时传递安全异常信号，为潜在风险争取干预时 间。 "死了么"APP爆火后，陆续有网友提出优化建议，有人提出可以改成通过短信通知紧急联系人、优化签 到形式等，但更多网友认为软件名字"死了么"不好听，建议改成"活着么"。 1月11日，据死了么APP，针对近期的热度，"死了么"团队回应称："我们原本只是一个默默无闻的小团 队，由三名95后共同创立并独立运营。能够获得如此广泛的关注，我们深感荣幸，也由衷感激。" "感谢大家对新名称的积极建议，我们都会认真研究和考虑。" 近日，苹果应用商店一款名为"死了么"的付费APP引发关注。据悉，该款APP收费8元，截至发稿，位 列苹果APP付费榜首位。 郭先生认为，爆火的原因有三点：一是"名字确实会有一定的娱乐属性"，容易引发讨论和传播；二 是"确实有非常多的一二线城市的独居人士，有非常强烈的守护安全的需求"，切中了真实的社会痛点； 三是当下发达的网络为这种裂变传播提供了条件。 尽管投入微小，但"死了么"APP已实现盈利。郭先生称，迅猛的增长也 ...

Group 1 - Jia Mei Packaging announced that its stock will resume trading on January 12, 2026, after a price increase of 230.48% from December 17, 2025, to January 6, 2026 [2][16] - Guosheng Technology also stated that its stock will resume trading on January 12, 2026, with a cumulative price increase of 370.20% from October 31, 2025, to January 6, 2026 [2][17] - Tianpu Co. announced its stock will resume trading on January 12, 2026, after a significant price increase of 718.39% from August 22, 2025, to December 30, 2025 [2][18] Group 2 - The Ministry of Commerce held a national business work conference on January 10-11, 2026, focusing on optimizing the consumption upgrade policy for 2026 [4] - The conference emphasized eight key areas of work, including boosting consumption, enhancing the modern market system, and promoting trade innovation [4] - The conference aims to align actions with the central government's economic strategies and enhance international trade cooperation [4] Group 3 - The U.S. Supreme Court announced on January 9, 2026, that it would not make a ruling on the tariff case initiated by the Trump administration [5] - The tariffs were implemented without congressional approval under the International Emergency Economic Powers Act [5] Group 4 - The U.S. Labor Department reported a non-farm employment increase of 50,000 in December 2025, below the expected 73,000, while the unemployment rate fell to 4.4% [6] - The report suggests that the Federal Reserve is likely to maintain interest rates unchanged in January [6] Group 5 - The China Securities Regulatory Commission (CSRC) and the Ministry of Finance announced new regulations increasing the whistleblower reward for securities and futures violations to a maximum of 1 million yuan [8] - The reward structure has been significantly enhanced, with the maximum for major violations raised from 100,000 yuan to 500,000 yuan [8] Group 6 - The State-owned Assets Supervision and Administration Commission (SASAC) reported that central enterprises achieved over 11 trillion yuan in revenue in strategic emerging industries by November 2025 [11] - The SASAC also noted that 116 strategic reorganizations involving 229 first-level enterprises have been initiated [11] Group 7 - Shanghai's government released a three-year action plan (2026-2028) to support the transformation and upgrading of advanced manufacturing [13] - The plan includes initiatives for low-altitude economy, commercial aerospace, and humanoid robots, aiming to overcome development bottlenecks in these sectors [13] Group 8 - The Baotou Rare Earth Products Exchange launched a rare earth price index to provide timely and accurate price references for the industry [14] - The index is based on trading data and aims to reflect the overall price trends of rare earth products [14] Group 9 - The Ministry of Finance and the State Taxation Administration announced the cancellation of VAT export rebates for photovoltaic products starting April 1, 2026 [15] - The VAT export rebate rate for battery products will be reduced from 9% to 6% during 2026, with a complete cancellation planned for 2027 [15]

Core Viewpoint - The Baotou Rare Earth Products Exchange (referred to as "Rare Exchange") has officially launched a rare earth price index, which aims to provide timely, accurate, and transparent price references for the rare earth industry, reflecting overall price trends and specific product variations in the market [1] Group 1: Price Index Launch - The rare earth price index is based on the exchange's trading data and extensive collection of compliant trade data, developed using a rigorous index model from research institutions [1] - The index covers mainstream rare earth products such as lanthanum, cerium, praseodymium, and neodymium, and aims to support the healthy and orderly development of the rare earth market [1] - The index was launched on December 5, 2025, during the 2025 Entrepreneurs Forum in Boao, and has garnered significant attention from the rare earth industry [1] Group 2: Future Developments - The Rare Exchange plans to continuously optimize the index content, enrich the index system, expand the index platform, and enhance the promotion of index applications [1] - The goal is to create an indispensable price "barometer" and "weather vane" in the rare earth product circulation field, contributing to the establishment of a unified national market for rare earths [1] Group 3: Company Background - The Rare Exchange was established with contributions from 13 major rare earth enterprises and related institutions, including Northern Rare Earth and China Rare Earth [2] - The exchange was officially launched on August 8, 2012, and has since passed various national reviews and received high-tech enterprise certification in 2022 [2] Group 4: Price Adjustments - On January 9, 2026, Baogang Co. and Northern Rare Earth announced an increase in the associated transaction price for rare earth concentrates for the first quarter of 2026 to 26,834 yuan/ton (excluding tax, dry weight, REO=50%) [2] - The price adjustment mechanism indicates that for every 1% change in REO, the price will increase or decrease by 536.68 yuan/ton [2][3] - The previous quarter's price was adjusted to 26,205 yuan/ton, reflecting a 37% increase [3] Group 5: Market Context - Since 2024, the trading prices of rare earth concentrates have been on the rise, highlighting the strategic importance of rare earth elements, which are non-renewable resources [4] - Rare earths are categorized into light and heavy rare earths, with heavy rare earths being rarer and more unevenly distributed, primarily concentrated in China [4]

Group 1 - Dongzhu Ecological announced the potential termination of a major asset restructuring involving the acquisition of Kairuixing Information Technology (Nanjing) Co., Ltd. due to failure to reach preliminary agreement on valuation and commercial terms [1] - The target company specializes in satellite communication technology and systems, and the acquisition was expected to facilitate Dongzhu's strategic transformation into the satellite communication and space information technology sector [1] - Following the announcement of the acquisition plan, Dongzhu Ecological's stock price experienced a significant increase, rising by 16.35% compared to the price before the announcement [1] Group 2 - Dongzhu Ecological is involved in a lawsuit concerning a construction contract dispute with Huai'an Baima Lake Investment Development Co., Ltd., seeking 320 million yuan in damages [2] - The lawsuit's impact on the company's current or future profits remains uncertain as the case has not yet been heard in court [2] Group 3 - Southbound funds recorded a net inflow of 32.694 billion HKD during the first week of January, despite a decline in major Hong Kong stock indices [4] - Notable stocks with significant trading volumes included Alibaba-W, which had a total transaction amount of 53.514 billion HKD, and SMIC with 31.296 billion HKD [4] - Major technology stocks saw increased investment from southbound funds, with Xiaomi Group-W receiving the highest net buy amount of 5.089 billion HKD [5] Group 4 - Xiaomi Group-W's shareholding by southbound funds has increased for 15 consecutive weeks, reaching 4.716 billion shares valued at 178.375 billion HKD [5] - China Mobile experienced a net sell-off of 3.45 billion HKD, marking a decline in shareholding for six consecutive weeks [5] - The International Telecommunication Union reported that China has initiated a large-scale satellite constellation plan, with China Mobile applying for two constellations totaling 2,664 satellites [5] Group 5 - The stock of Jingtai Holdings has risen by 32.56% year-to-date, following the announcement of a strategic cooperation agreement with JinkoSolar for the development of AI-driven solar cell manufacturing [7] - Southbound funds have increased their holdings in several autonomous driving stocks, with Zhongwei New Materials seeing a remarkable 98.99% increase in shareholding [8][9] - The Guangzhou government has recently released policies to support autonomous driving applications in public transportation, aiming to create world-class demonstration cases [10]

Group 1: Institutional Research and Market Trends - A total of 116 listed companies conducted institutional research from January 5 to 9, with nearly 90% achieving positive returns as the market rose [1] - Notable stock performances included Pulit with a 42.59% increase, and Chengdu XianDao and BoRui ChuanBo both exceeding 30% [1] - Key areas of institutional interest included brain-computer interfaces, commercial aerospace, and AI applications, spurred by the recent central bank policy on digital currency [1] Group 2: Brain-Computer Interface Developments - The brain-computer interface (BCI) concept is currently a major market hotspot, with the Wind BCI index rising approximately 20% [4] - Elon Musk announced plans for large-scale production of BCI devices starting in 2026, indicating significant future market potential [4] - Companies like Dineike have made advancements in BCI technology, including prototypes for smart sleep devices and a low-frequency transcranial magnetic therapy device [4][6] Group 3: Commercial Aerospace Opportunities - The commercial aerospace sector is experiencing sustained interest, with the Wind commercial aerospace index also increasing by about 20% [7] - Chaojie Co. has engaged in multiple institutional research sessions, indicating a positive outlook for new client collaborations starting in Q1 [9] - The company focuses on manufacturing structural components for commercial rockets, which constitute over 25% of the total cost of a rocket [9] Group 4: Digital Currency Policy Changes - The central bank's new policy on digital currency, effective January 1, 2026, expands the role of digital RMB from cash-like to a broader monetary category [12] - This policy shift is expected to enhance banks' engagement and increase the application scenarios for digital RMB [12] - Tianyang Technology highlighted the need for banks to upgrade their IT systems to accommodate the new digital currency framework, particularly in payment systems [14]

Core Viewpoint - The Baotou Rare Earth Products Exchange (referred to as "Rare Exchange") has officially launched a rare earth price index, which aims to provide timely, accurate, and transparent price references for the rare earth industry, reflecting overall price trends and specific product variations in the market [1]. Group 1: Price Index Launch - The rare earth price index is based on the exchange's trading data and extensive collection of compliant trade data, developed using rigorous index models from research institutions [1]. - The index covers mainstream rare earth products such as lanthanum, cerium, praseodymium, and neodymium, and aims to support the healthy and orderly development of the rare earth market [1]. - The index was first announced on December 5, 2025, during the 2025 Entrepreneurs Forum in Boao, and has garnered significant attention from the rare earth industry [1]. Group 2: Future Plans - The Rare Exchange plans to continuously optimize the index content, enrich the index system, expand the index platform's publication, and enhance the promotion of index applications [1]. - The goal is to establish the index as an indispensable price "barometer" and "weather vane" in the rare earth product circulation sector, contributing to the construction of a unified national market for rare earths [1]. Group 3: Company Background - The Rare Exchange was established with contributions from 13 major rare earth enterprises and related institutions, including Northern Rare Earth, China Rare Earth, and others [2]. - The exchange was officially launched on August 8, 2012, and has since passed various national reviews and received high-tech enterprise certification in 2022 [2]. Group 4: Price Adjustments - On January 9, Baogang Co. and Northern Rare Earth announced an increase in the associated transaction price for rare earth concentrates for the first quarter of 2026 to 26,834 yuan/ton (excluding tax, dry weight, REO=50%) [2]. - Northern Rare Earth also confirmed that the price for the first quarter of 2026 would be adjusted to the same figure, reflecting a 37% increase from the previous quarter's price of 26,205 yuan/ton [3]. Group 5: Market Dynamics - Since 2024, the trading price of rare earth concentrates has been on the rise, indicating a growing demand and potential supply constraints in the market [4]. - Rare earth elements are classified into light and heavy rare earths, with heavy rare earths being rarer and more unevenly distributed, primarily concentrated in China [4].

从券商中国记者跟踪观察情况来看，公募增量资金是"存款腾挪"趋势下的典型映射，在新年入市基金产 品上主要有两个表现：一是个人投资者成为ETF主力军，不少产品的份额占比超90%；二是主动基金份 额自2025年三季度后已不再下降，甚至出现小幅回升。业内人士表示，存款搬家趋势有望在2026年带来 万亿级流向投资领域的活化增量资金，多数将寻求稳健型产品。 新年行情暖意融融，公募增量资金持续入市。 根据券商中国记者统计，截至1月10日2026年入市的公募资金预计在450亿元以上：一是新年上市的22只 股票ETF，合计规模63.45亿元。二是岁末年初成立、进入建仓期的主动含权基金，规模接近400亿元。 开年入市的公募资金，最直接的是股票ETF。根据wind统计，截至1月9日，2026开年以来一共有16只 ETF确定上市时间。其中，有7只ETF拟于开年第二周（1月12日至1月15日）上市交易。 入市ETF仓位迅速提升 具体来看，7只ETF品类丰富，建信基金上市的是创业板综合增强策略ETF，华夏基金和鹏华基金是中 证全指食品ETF。易方达一共有两只ETF上市，分别是中证工程机械主题ETF、中证港股通高股息投资 ETF。此外还有 ...

Group 1 - The core message of the news emphasizes the importance of addressing the intertwined issues of corruption and misconduct within the party, highlighting the need for a comprehensive approach to tackle these problems [1] - A television documentary titled "Step Forward Without Hesitation, Step Back Without Retreat" will be broadcast from January 11 to January 14, produced by the Central Commission for Discipline Inspection and the Central Radio and Television Station [1] - The documentary will reveal the case of Tang Ranjian, the former Secretary of the Party Leadership Group and Minister of the Ministry of Agriculture and Rural Affairs, illustrating the connection between corruption and misconduct [3] Group 2 - Tang Ranjian was investigated for serious violations of discipline and law in May 2024 and was expelled from the party in November of the same year [3] - The investigation found that Tang Ranjian lost his ideals and beliefs, violated the central eight regulations, and engaged in corrupt practices, including accepting gifts and benefits, and misusing his power for personal gain [3] - In September 2025, Tang Ranjian was sentenced to death with a two-year reprieve for bribery, along with the deprivation of political rights for life and confiscation of all personal property [4]