银发经济长什么样？不同于传统印象中老年用品的单调、沉闷，上海银发商店展示的银发商品个个充满 温度和巧思。长者常用的购物小推车，只要简单操作就可以秒变座椅；录音笔大小的检测仪，只要贴合 手脚皮肤，就能查看看心率、饮酒指数等详细报告；特殊设计的沙发，可以通过遥控转换角度和坡度， 让"躺平"的老人不用费力就可起身…… 临近傍晚走进上海银发商店，1200平方米的空间明亮通透，顾客进出络绎不绝。作为"永不落幕的老博 会"，商店内不见货架，取而代之的是实景样板间和分类陈列区，走在其中动线流畅。 在进门处的爆款产品区，火红喜庆的年味摆件中，各色精致的"拐杖"如鲜花般陈列其间。 此时工作人员正在向顾客展示近期最叫座的"拐杖"——"骑马椅"。这件产品在收束时是拐杖，只要打开 锁扣轻轻一甩，它就秒变一座四平八稳的小椅子。 "老年人其实也很爱干净，不愿意坐街头的公共座位。有时走累了，身边也没有坐下休息的地方。而这 个产品，既可以当拐杖用，也可以随时随地变成椅子，让老年人随时停下休息。"工作人员说。 强调"轻装上阵""一物多用"，是爆款银发商品的共同特征。在现场，记者体验了"排队神器"，即可坐可 收纳的手推购物车，其承重 达80 公 ...

明日（1月20日）将举行两场重要新闻发布会。 据国新网消息，1月20日，国新办将举行两场新闻发布会，均与经济相关。 当天上午10时，国新办将举行新闻发布会，请国家发展改革委副主任王昌林介绍落实中央经济工作会议精神，推动"十五五"实现良好开局有关情况，并答 记者问。 下午3时，国新办将举行新闻发布会，请财政部副部长廖岷介绍发挥积极财政政策作用，推动经济社会高质量发展有关情况，并答记者问。 综合自：国新网 （文章来源：证券时报） ...

从排名来看，AI芯片领域的估值明显高于其他领域。 寒武纪凭借6300亿元的价值，位居榜单首位。自2016年成立以来，寒武纪始终专注于AI核心处理器芯 片的研发，2025年上半年，寒武纪实现营收28.8亿元，同比大幅增长43倍。寒武纪还深化与国内外头部 大模型企业的合作，主导或参与45项国际及国内技术标准的制定。 摩尔线程以3100亿元的价值排名第二。2020年成立后专注全功能GPU研发，2025年前三季度，摩尔线程 实现营收7.8亿元，同比大幅增长182%。 沐曦股份以2500亿元的价值排名第三。2020年成立以来专注全栈式GPU研发，是中国首批实现全流程国 产化的高端GPU企业。 科大讯飞以1300亿元的价值位居第四，稳居智能语音赛道标杆。自1999年成立以来，公司专注于智能语 音、自然语言处理与认知智能等核心技术研发。另外，讯飞星火大模型在国产算力平台上对标国内外一 流模型效果，并扩展多语言能力至130+语种。 地平线以1200亿元的价值位居第五，稳居车载AI芯片及智驾解决方案领军地位。2025年上半年营收同 比增长67.6%，车载级征程系列处理硬件出货量达198万套，同比实现翻倍增长。 1月19日，胡润 ...

人民财讯1月19日电，港股中国太平午后拉升，现涨超6%。公司预计2025年度股东应占溢利同比增加约 215%至225%。 ...

楼市积极信号。 一线城市房价环比降幅收窄 1月19日，国家统计局发布的最新数据显示，2025年12月份，70个大中城市中，一线城市新房和二手房价格环比降幅均有所收窄。其中，上海新房价格同 环比涨幅位居第一。 国家统计局的数据显示，2025年12月份，70个大中城市中，一线城市新房和二手房价格环比降幅均有所收窄。 业内人士认为，2025年12月份一线城市出现边际企稳迹象，房价环比降幅收窄，成为市场中的积极信号。展望2026年，楼市分化格局将持续，一线城市及 热点二线城市核心板块房价有望逐步企稳。 数据显示，2025年12月份，一线城市新房价格环比下降0.3%，降幅比上月收窄0.1个百分点。其中，上海上涨0.2%，北京、广州和深圳分别下降0.4%、 0.6%和0.5%。二线城市新房价格环比下降0.4%，降幅扩大0.1个百分点。三线城市新房价格环比下降0.4%，降幅与上月相同。 从二手房来看，2025年12月份，一线城市二手房价环比下降0.9%，降幅比上月收窄0.2个百分点。其中，北京、上海、广州和深圳分别下降1.3%、0.6%、 1.0%和0.6%。二、三线城市二手房价环比均下降0.7%，降幅均扩大0.1个百分点 ...

Core Insights - The "2025 Hurun China AI Companies Top 50" report highlights the increasing valuation and significance of AI companies in China, particularly in the AI chip sector [1][6] - The threshold for inclusion in the list has risen significantly, indicating a growing market and competition within the AI industry [1] Valuation and Rankings - The average value of listed companies is 54 billion RMB, which is 2.4 times higher than the previous year [1] - The top ten companies have a valuation threshold of 73 billion RMB, more than three times the previous year's 22 billion RMB [1] - The top three companies are all AI chip-related, with Cambrian Technology leading at 630 billion RMB, followed by Moore Threads at 310 billion RMB, and Muxi Technology at 250 billion RMB [4][5] Company Performance - Cambrian Technology reported a revenue of 2.88 billion RMB in the first half of 2025, a 43-fold increase year-on-year [4] - Moore Threads achieved a revenue of 780 million RMB in the first three quarters of 2025, marking a 182% year-on-year growth [5] - Muxi Technology has focused on high-end GPU development and is among the first to achieve full domestic production [5] Geographic Distribution - Beijing leads with 19 companies on the list, followed by Shanghai with 14, indicating a concentration of AI talent and resources in major cities [7] - Over 80% of the listed companies are based in first-tier cities, showcasing their importance in the AI sector [7] Industry Trends - The number of AI chip companies on the list has increased to 14, up by 9 from the previous year, driven by domestic demand due to U.S. export controls [6] - The AI sector is reshaping wealth distribution in China, with notable increases in the wealth of key figures in the industry [9]

| 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 002258 | 利尔化学 | 16.38 | 1.49 | 10.01% | | 002591 | 恒大高新 | 7.74 | 0.70 | 9.94% | | 002585 | 双星新材 | 7.74 | 0.70 | 9.94% | | 605488 | 福莱新材 | 42.38 | 3.27 | 8.36% | | 000949 | 新乡化纤 | 6.67 | 0.51 | 8.28% | | 002319 | 长通股份 | 12.71 | 0.96 | 8.17% | | 002545 | 东方铁塔 | 24.56 | 1.81 | 7.96% | | 600230 | 沧州大化 | 16.12 | 1.12 | 7.47% | | 688323 | 瑞华泰 | 23.85 | 1.65 | 7.43% | | 600389 | 江山股份 | 25.90 | 1.75 | 7.25% | | 600955 | 维证股份 | 18.50 | 1.25 | 7.25% | | 60 ...

基础化工、电力设备、汽车等三大板块爆发。 A股市场今天（1月19日）上午整体比较平淡，主要指数涨跌互现。基础化工、电力设备和汽车板块大涨，板块内多只 个股涨停，成为上午市场主要亮点。 港股市场今天上午整体表现比较低迷，恒生指数、恒生科技指数盘中均跌超1%。个股方面，多只港股"预喜"后股价大 涨。 汽车板块盘中涨幅接近2%，超捷股份（301005）、卡倍亿（300863）、恒勃股份（301225）等涨幅超过10%，铁流股 份（603926）、浙江仙通（603239）等多股涨停。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 301005 | 超捷股份 | 218.71 | 29.71 | 15.72% | | 300863 | 卡倍亿 | 56.01 | 6.54 | 13.22% | | 301225 | 恒勃股份 | 172.14 | 17.94 | 11.63% | | 603926 | 铁流股份 | 20.19 | 1.84 | 10.03% | | 603239 | 浙江仙通 | 24.59 | 2.24 | 10.02 ...

Market Overview - The A-share market opened lower on January 19, but all three major indices turned positive by the time of reporting. Sectors such as trade agency, storage chips, and semiconductors saw significant gains, while AI marketing, internet, software services, communication equipment, and media entertainment sectors experienced notable declines [1] - In the Hong Kong market, both the Hang Seng Index and the Hang Seng Tech Index were in the red. Notable movements included a more than 9% increase in Changfei Optical Fiber and Cable, while Alibaba fell nearly 3% and Xiaomi Group and SMIC dropped over 1% [1] Company Specifics - WISCO Development (600058) experienced a "limit-up and limit-down" trading session after three consecutive days of stock price increases. The company announced plans to swap major assets related to its original business with 100% equity of WISCO Mining and Lu Zhong Mining held by its controlling shareholder, WISCO Group. The transaction will involve issuing shares and cash payments to acquire the assets, with the original business assets being divested and the new assets focusing on iron ore mining and processing [4][5] Industry Insights - The electric grid equipment sector showed active trading, with companies like Hancable and Senyuan Electric achieving consecutive gains, and Guodian Electric hitting the daily limit. Analysts noted that the National Grid Company plans to invest 4 trillion yuan in fixed assets during the 14th Five-Year Plan, representing a 40% increase from the previous plan. This investment is expected to drive growth in the electric grid equipment industry, especially with rising power demand driven by AI capabilities [9] - The AI application sector is experiencing a rebound, with companies like Baina Qiancheng and Giant Network seeing significant stock price increases. OpenAI's recent announcement to test advertising in its free and subscription tiers indicates a shift towards commercialization in the AI field, as the underlying model technology matures and costs decrease [11][13]

近日，国家电网宣布，"十五五"时期，固定资产投资预计达到4万亿元，较"十四五"投资增长40%，用 于新型电力系统建设。 特高压概念19日盘中再度走强，截至发稿，电科院涨逾14%，灿能电力涨超10%，汉缆股份、森源电 气、积成电子等连续两日涨停。 中信证券指出，国家电网宣布"十五五"时期4万亿元固定资产投资计划，同比增长40%。同时，明确聚 焦绿色转型，初步建成主配微协同的新型电网平台。国网的投资计划夯实总量基本盘，进一步明确特高 压、柔性直流、数字化微网等重点领域。建议围绕受益于国内投资景气度、重大规划的内需头部企业以 及兼顾国内重大投资和出海景气的两个方向布局行业内头部企业。 ...