Core Insights - The integration of artificial intelligence (AI) with the real economy is set to profoundly change the production modes and economic forms in the manufacturing sector [1] - The "AI + Manufacturing" initiative aims to accelerate the application of AI technologies in manufacturing, enhancing new industrialization with a focus on creating new productive forces [1] Group 1: Goals and Objectives - By 2027, China aims to achieve secure and reliable supply of key AI technologies, maintaining a leading position in industry scale and empowerment levels globally [1] - The initiative plans to promote the deep application of 3 to 5 general large models in manufacturing, develop 100 high-quality industrial data sets, and implement 500 typical application scenarios [1] - The goal includes nurturing 2 to 3 globally influential ecosystem-leading enterprises and a number of specialized small and medium-sized enterprises [1] Group 2: Key Industries and Applications - Key industries targeted for AI empowerment in new industrialization include raw materials, equipment manufacturing, consumer goods, electronic information, and software and information technology services [1][2] - The initiative encourages leading enterprises and state-owned enterprises to explore new models and applications of AI in manufacturing [2] Group 3: Implementation Strategies - The initiative emphasizes strengthening AI computing power supply, supporting the development of intelligent chips, and fostering collaboration between hardware and software [2] - It aims to promote the iteration of intelligent equipment and the upgrading of intelligent terminals, integrating AI with industrial machinery, robots, and smart connected vehicles [2] - A mechanism for "data collaboration, model training, application development, and security assurance" will be explored to enhance the AI application process [2] Group 4: Collaboration and Funding - A cooperative mechanism involving departments, central and local governments, and industry collaboration will be established to promote the initiative [3] - The initiative encourages local governments to develop tailored policies and measures to guide enterprises in differentiated development [3] - It aims to leverage existing funding channels to support AI-related technology research and application tasks, utilizing the national AI industry investment fund to attract more social capital [3]

近日，工业和信息化部印发《工业互联网和人工智能融合赋能行动方案》(以下简称《行动方案》)，明 确以推动信息化和工业化深度融合为主线，推动"人工智能(AI)+"在工业领域的落地。《行动方案》围 绕基础设施、要素支撑、融合应用、产业生态四个方面，提出到2028年工业互联网和人工智能融合赋能 水平实现显著提升。 在应用模式焕新方面，鼓励工业企业加快平台化设计、智能化生产、个性化定制、网络化协同、服务化 延伸、数字化管理、精细化投融、可视化治理等应用模式变革，提升研发设计、生产制造、运维管理等 环节智能化水平。 值得关注的是，《行动方案》还提出要实施工业互联网与重点产业链"链网协同"工程，在钢铁、航空、 电力、石化化工、医药等重点行业编制、发布、更新、推广一批融合应用参考指南。 为保障上述行动顺利实施，《行动方案》围绕政策、资金、人才等方面提出多项具体工作举措，鼓励地 方设立专项资金，探索建立多元化、多渠道投入机制，支持关键技术产品研发推广。 为推动工业互联网和人工智能的深度融合，《行动方案》部署基础底座升级、数据模型互通、应用模式 焕新、产业生态融通等四大行动。 在基础底座升级方面，《行动方案》指出，支持工业企业推 ...

Core Viewpoint - Agricultural Bank of China (ABC) will terminate its personal mobile security tool, "Mobile Shield," starting January 9, 2026, to enhance service efficiency and user experience while ensuring account security [1][2]. Group 1: Service Optimization - The termination of the "Mobile Shield" service is part of a broader strategy by banks to reduce costs and improve user service experiences and risk management effectiveness [1][2]. - Users will still have access to other authentication methods that are more convenient and adaptable to various scenarios after the discontinuation of "Mobile Shield" [1]. Group 2: Technology and User Experience - "Mobile Shield" is a high-security authentication tool that integrates digital certificates and biometric recognition, primarily used for high-risk transactions like large fund transfers [2]. - The decline in the usage of "Mobile Shield" is attributed to the increasing compatibility of banking apps with mobile device security features and the growing prevalence of biometric technologies, which offer a more user-friendly experience [2][3]. - The industry trend is moving towards lighter, more universal authentication methods that maintain security while enhancing operational fluidity [3].

Core Viewpoint - GAC Group has shown significant growth in vehicle sales and is actively pursuing innovation and operational efficiency through various reforms and technological advancements [1][2] Group 1: Sales Performance - In December 2025, GAC Group's vehicle sales exceeded 187,400 units, representing a month-on-month increase of 4.3% [1] - The total vehicle sales for 2025 reached 1.7215 million units, with terminal sales at 1.8135 million units [1] - In Q4 2025, GAC Group sold over 537,800 vehicles, marking a 25.56% increase from Q3 and achieving positive growth for three consecutive quarters [1] Group 2: Innovation and Product Development - GAC Aion's sales in December 2025 reached 42,000 units, a month-on-month increase of 10% [1] - GAC Trumpchi's annual sales of new energy vehicles surpassed 150,000 units [1] - GAC Toyota achieved annual sales of 756,000 units, reflecting a year-on-year growth of 2.4% [1] - GAC Honda's December sales exceeded 50,000 units, with a month-on-month increase of 23.3% [1] - The company has shortened the new model development cycle to 18-21 months and reduced R&D costs by over 10%, improving overall business efficiency by approximately 50% [1] Group 3: Strategic Reforms and Initiatives - In December 2025, GAC Group initiated reforms for its self-owned brand business units, with the Aion BU established and channel integration underway [2] - The company plans to establish over 1,000 sales outlets by Q1 2026, aiming for nationwide coverage in cities above the fourth tier [2] - GAC Group has developed a complete automotive chip matrix and launched 12 high-safety automotive-grade chips in collaboration with domestic chip companies [2] Group 4: Technological Advancements - GAC Group is accelerating its layout in advanced technologies, including solid-state batteries, with a pilot production line established in November 2025 [2] - The company plans to conduct small-batch vehicle trials for solid-state batteries in 2026 [2] Group 5: International Expansion - In 2025, GAC Group introduced five new models to overseas markets, with nearly 130,000 units sold abroad, representing a year-on-year growth of 47% [2]

据证券时报.数据宝统计，截至1月7日收盘，液冷概念股2025年以来平均上涨79.73%，远远跑赢同期上 证指数。26只概念股累计涨幅超100%，其中淳中科技（603516）、思泉新材（301489）、奕东电子 （301123）、宏盛股份（603090）、英维克（002837）累计涨幅2倍以上。 英伟达创始人兼首席执行官黄仁勋在2026年国际消费电子展上发表主题演讲，官宣新一代旗舰人工智能 (AI)计算平台Vera Rubin(简称"Rubin平台")正式进入全面量产阶段。 液冷市场正处于高速增长的黄金时期，未来发展空间极为广阔。随着算力产业、新能源储能和电动汽车 等下游产业的持续扩张，液冷技术的应用需求将不断释放，市场规模也将随之快速增长。在多重产业利 好因素的推动下，液冷赛道的中长期发展潜力巨大，有望成长为一个规模庞大的新兴产业。 据悉，系统架构层面，Rubin平台实现100%全液冷覆盖，采用第三代完全无缆化设计重构硬件形态，旗 舰产品Vera Rubin NVL72机架式系统采用无缆化、无风扇模块化设计，构建"精准温控+高效换热"的整 机散热生态。 华创证券研报指出，AI大模型密集发布，驱动数据中心建设需 ...

Group 1 - The concept of controlled nuclear fusion is gaining momentum in the market, with several stocks experiencing significant gains, including China Nuclear Engineering (601611) and Snowman Group (002639), among others [1] - The Chinese Academy of Sciences has made a breakthrough in controlled nuclear fusion technology, confirming the existence of a density-free zone in the Tokamak, which is crucial for high-density operation of magnetic confinement fusion devices [1] - Controlled nuclear fusion is viewed as a solution to the energy revolution due to its abundant resources, environmental friendliness, and zero-carbon safety [1] Group 2 - The global fusion industry has seen explosive growth, with total investments rising from $1.9 billion in 2021 to $9.7 billion, and an additional $2.6 billion expected in 2024 [2] - The global nuclear fusion market is projected to reach $496.55 billion by 2030 and exceed $1 trillion by 2050, driven by advancements in high-temperature superconductors and artificial intelligence [2] - There are currently 59 stocks in the A-share market related to controlled nuclear fusion, with 22 companies allocating over 5% of their revenue to R&D, including Changguang Huaxin and Aikesaibo, which have R&D expenses exceeding 20% [2] Group 3 - Changguang Huaxin is developing high-efficiency laser chips and array modules for controlled laser nuclear fusion, focusing on low cost, high power, and efficiency [3] - Among the 22 companies, 16 reported an increase in R&D expenses, with Yujing Technology, Jingye Intelligent, and Aikesaibo showing the highest growth rates of 87.76%, 64.87%, and 42.62% respectively [3] - Zhongtai Co. has forecasted a net profit of 420 million to 480 million yuan for 2025, driven by overseas orders and successful application of its helium refrigeration technology in fusion research [3]

Core Insights - The ADP National Employment Report for December 2025 indicates a moderate recovery in the U.S. job market, with private sector non-farm employment increasing by 41,000 jobs, reversing a decline of 29,000 jobs in November [1][2] - The report highlights that job growth is concentrated in the service sector, particularly in education, healthcare, leisure, and hospitality, while some sectors like professional services and information services experienced job losses [1][2] Employment Growth - Private sector job growth in December 2025 was primarily driven by small and medium-sized enterprises, with small businesses (1-49 employees) adding 9,000 jobs and medium-sized businesses (50-499 employees) adding 34,000 jobs, while large businesses (500+ employees) only added 2,000 jobs [2] - The South and Northeast regions saw job increases of 54,000 and 40,000 respectively, while the West experienced a significant decline of 61,000 jobs, indicating regional disparities in employment growth [2] Wage Growth - Wage growth remains moderate, with average annual salary increases for employees staying in their current positions at 4.4%, while those changing jobs saw an increase of 6.6%, reflecting a slight uptick from the previous month [2] - The manufacturing sector saw a wage growth of 4.8%, and the financial services sector experienced a 5.2% increase, indicating stronger wage growth in these industries [2] Economic Indicators - The ADP report serves as a key forward-looking indicator of the U.S. private sector job market, based on anonymous weekly payroll data from over 26 million employees across more than 500,000 businesses, providing insights into employment dynamics across industries, company sizes, and regions [3] - Following the release of the ADP data, U.S. Treasury yields continued to decline, with the 10-year Treasury yield dropping by 3.9 basis points to 4.14%, while spot gold and silver prices fell by 1% and nearly 5% respectively [3] Market Expectations - The upcoming non-farm payroll data, expected to show an increase of 73,000 jobs for December 2025, will be closely watched, especially after previous data collection disruptions due to government shutdowns [4] - Analysts suggest that the ADP data, despite its softness, confirms a trend of "orderly cooling" in the labor market, which may reinforce expectations for the Federal Reserve to continue its rate-cutting cycle in the first half of the year [4]

此前，小米投放KOL"万能的大熊"的消息在米粉中引发巨大争议。1月6日深夜，@小米公司发言人发文 表示，1月5日，关于团队与相关KOL接触一事，公司立刻启动了专项调查，有了初步结论，公关部总 经理徐洁云当晚就向大家同步决定：相关接触已立即终止，且承诺未来不会合作。 综合自：智通财经、小米 （文章来源：证券时报） 1月7日晚，小米创办人、董事长兼CEO雷军在直播中谈及"团队与相关KOL接触一事"的处罚。雷军表 示，这件事情为什么这么严重，不是因为这个KOL批评了小米，也不是因为这个KOL得罪了米粉，是 因为这个KOL一直在贬低，甚至诅咒小米用户，"作为企业我们肯定不能容忍"。 "我们的底线是什么？我们要坚定地站出来保护我们的用户，保护我们的车主，绝对不能容忍任何诋毁 车主、诅咒车主的KOL，不能和这样的人合作。这就是我们的底线。我们的公关部确实做得不好，所 以公司决定对他们进行批评和处罚。"雷军表示，过去八、九个月，小米一直处在长期持续高烈度的负 面舆情之中，让公关部团队疲惫不堪。他们的动作确实有些变形，他也希望米粉朋友们给他们一个改过 的机会。 ...

Group 1 - In early January 2026, multiple A-share listed companies disclosed their performance forecasts for 2025, showing significant profit growth across various sectors including military and pharmaceuticals [1] - Northern Navigation expects a net profit of 110 million to 140 million CNY for 2025, representing a year-on-year increase of 86.32% to 137.14% from 59.0374 million CNY in the previous year [1] - The company attributes its profit growth to an increase in product deliveries compared to the previous year, leading to steady sales revenue growth [1] Group 2 - Northern Navigation's revenue for the first three quarters of 2025 reached 2.468 billion CNY, with a net profit of 125 million CNY, establishing a solid foundation for annual performance growth [1] - The stock price of Northern Navigation has seen a significant increase, rising over 45% since mid-December 2025, with a recent two-day consecutive price increase [1] - Other A-share companies also reported profit growth, with Zhongtai Co. expecting a median year-on-year increase of 677.22%, followed by Chuanhua Zhili and Bai'ao Saitou with expected increases of 308.82% and 303.57% respectively [2] Group 3 - Different industries exhibit varied growth logic; for instance, Ding Tai High-Tech benefits from surging demand for servers and data centers, while Zhongcai Technology relies on optimized product structure and increased prices [3] - The performance forecasts reflect the development trends of related industries over the past year, with many companies achieving profit growth due to steady industry demand expansion and enhanced internal efficiencies [3]

1月7日，上交所连开两张"罚单"，分别对科创板公司亚辉龙、英集芯及有关责任人予以监管警示，原因为相关公司在披露涉及"脑机接口"业务信息时存 在不准确、不完整的情形。 | 证券代码 | 证券简称 | 监管类型 | 外理事由 | 涉及对象 | 外理日期 | | --- | --- | --- | --- | --- | --- | | 688575 | 亚辉龙 | 监管警示 | 关于深圳市亚辉龙生物科技股份有 | 上市公司,董秘 | 2026-01-07 | | | | | 限公司的决定书 | | | | 688209 | 英集示 | 监管警示 | 关于深圳英集芯科技股份有限公司 | 上市公司,董秘 | 2026-01-07 | | | | | 的地完书 | | | 亚辉龙1月6日股价上涨6.52%、成交量较前一个交易日增长299%。当天收盘后，该公司自愿披露与深圳脑机星链科技有限公司签订《战略合作框架协 议》，称双方将在产品研发、市场推广以及股权投资等方面开展合作，并披露后者为"深耕非侵入式与侵入式双技术路径的领先企业"。该公告披露后引 发市场关注，上交所火速下发问询函，要求公司说明合作具体情况。在监管督促下， ...