来源：21世纪经济报道 作者：易妍君 编者按： A股"火热"开年 2026年A股首个交易日三大股指悉数上涨，上证指数重返4000点之上，日线更是迎来罕见的12连阳。市场热点轮番活跃，脑机接口、保险、存 储器等题材涨幅明显。与此同时，公募机构普遍对2026年A股市场持乐观态度，认为市场核心驱动力将从2025年的"估值修复"逐步过渡至2026 年的"盈利驱动"，整体有望呈现震荡上行、中枢抬升的格局。 2026年，A股旗开得胜，三大股指在首个交易日（即1月5日）悉数上涨。 这一天，上证指数重返4000点之上，日线更是迎来罕见的12连阳，为"春季躁动"预期下的A股市场再添"一把火"。 市场热点轮番活跃，脑机接口、保险、存储器等题材相对强势；CRO、模拟芯片、基因检测、虚拟人等概念也有不错的表现。 展望后市，前海开源基金首席经济学家、基金经理杨德龙判断，2026年科技牛行情有望延续。 亦有受访人士向21世纪经济报道记者指出，A股接下来的表现将紧密围绕几个核心变量展开，如宏观稳增长政策的具体力度、美联储货币政策 的实际节奏等。 对于2026年的投资，机构倾向于在科技成长、先进制造、顺周期与消费等方向挖掘机会。 多因素助推 ...

消息面上，芬兰电动出行技术公司Donut Lab在1月5日宣布，将在美国当地时间6日举行的2026 CES电子 消费展上，首发其全球首款可商业化、具备量产条件的全固态电池，并强调"现已可投入生产"。（智通 财经） 【#固态电池概念异动拉升##金龙羽直线涨停#】早盘固态电池概念异动拉升，金龙羽直线拉升封涨停， 奥特维涨超10%，振华股份、滨海能源、纳科诺尔、中伟股份、利元亨跟涨。 ...

编辑丨安安 1月5日，据乘联会最新统计数据，特斯拉上海超级工厂在2025年12月交付量超9.71万台，环比增长11%，为2025年最高月份。 作者丨彭鑫 2025年 12月 2024年 12月 2025年 12月 2025年 11月 ...

（企业公众号） 1月5日，中百集团（000759）于公众号发文称，2025年，中百集团抱抱生活平台从零起步，实现跨越式 发展。自2024年12月27日试点上线以来，顺利走过试点验证、快速复制、功能深化到生态整合的跃迁， 跑通商业模式，实现销售总额破亿。 ...

文章还指出，重百新世纪超市根据新年、时令消费需求，推出一系列营销活动，实现全渠道销售1.95亿 元。 （企业公众号） 近日，百年重百公众号发文称，在今年元旦三天假期中，重庆百货（600729）累计实现销售6.35亿元， 同比增长3.8%，其中百货和超市业态分别同比增长43.2%、14.6%，并且元旦当天，旗下百货业态销售 达1.92亿元，创历史新高。 ...

Core Viewpoint - The report released by the China Internet Association highlights the comprehensive strength of Chinese internet companies, with Mashang Consumer ranking 40th nationally, being the only company from Chongqing in the top 50, marking its fifth consecutive year on the list [1][3]. Group 1: Company Performance - Mashang Consumer has been recognized as a leading digital finance enterprise in Chongqing, reflecting its operational quality, financial technology strength, and social responsibility [3]. - The company has accumulated nearly 12 billion yuan in taxes over its 10 years of operation and has served over 220 million users [3]. - Mashang Consumer has consistently ranked among the top 500 service enterprises in China and the top 100 enterprises in Chongqing for seven consecutive years [3]. Group 2: Innovation and Technology - The company emphasizes a "fully closed-loop capability, fully independent technology" development path, enhancing the quality and efficiency of financial services through digital empowerment [3]. - Mashang Consumer has invested over 6 billion yuan in research and development, applied for over 2,900 invention patents, and ranks among the top ten financial institutions in terms of patent quantity [3]. Group 3: Social Responsibility - The company has integrated social responsibility into its core operations, establishing the industry's first independent charity foundation [4]. - Its "Find a Job" platform has provided comprehensive employment support, successfully introducing jobs to 91,000 users [4]. - The "Fuhuiyang" smart breeding project has been recognized as a typical case by the Ministry of Agriculture and Rural Affairs and CCTV [4]. Group 4: Future Outlook - Standing at a new starting point after five consecutive years on the top 100 list, Mashang Consumer aims to continue its focus on Chongqing, driving the popularization, digitization, and quality enhancement of digital finance [4].

#上交所对天普股份予以监管警示#【上交所对天普股份及有关责任人予以监管警示】上交所对天普橡胶 科技股份有限公司及有关责任人予以监管警示。上交所表示，"人工智能"属于市场热点概念，为投资者 高度关注。公司前期筹划控制权转让事项，涉及人工智能业务相关市场主体，股价已经多次触及异常波 动，并多次发布风险提示公告称主营业务未发生重大变化。在此背景下，本次公司设立经营范围涵盖人 工智能相关业务的全资子公司，可能再次引发市场对公司开展相关业务的猜想。公司在市场已有相关传 闻、股价出现异常波动后又在短时间内变更子公司经营范围，在明知自身无开展人工智能相关业务计划 的情况下，均未在设立子公司后股价出现异常波动的相关公告中进行针对性说明澄清，未充分提示相关 风险，信息披露不准确、不完整，风险提示不充分，可能对投资者决策造成误导。公司上述行为违反了 《上海证券交易所股票上市规则》（以下简称《股票上市规则》）第 1.4 条、第2.1.1 条、第2.1.5条、第 2.1.6 条，《上海证券交易所上市公司自律监管指引第1号——规范运作》第 7.1.1 条等有关规定。（智 通财经） 上海证券交易所 上证公监函〔2026〕0001 号 宁 ...

(编辑：王璨 林辰) 1月5日，联华超市发布公告称，朱定平因其他工作安排向董事会提出辞任执行董事及常务副总经理职 务。朱定平的辞任自2026年1月5日起生效。朱定平已确认，彼与董事会并无意见分歧，亦无有关彼的辞 任而须知会公司股东及香港联合交易所有限公司的其他事宜。 （企业公告） ...

Core Insights - The article discusses the transformative impact of AI multi-agent systems on enterprise organization structures, highlighting a significant shift towards "organizational intelligence" [4][6][20] - It emphasizes the importance of strategic leadership in AI transformation, advocating for a top-down approach to integrate AI into business processes [3][14][31] Group 1: AI Multi-Agent Systems - The release of "Wanzhi 2.5" showcases advancements in enterprise multi-agent systems, enabling complex workflows that previously required large teams to be managed by a single agent [1][22] - IDC predicts that the enterprise application software market, valued at $650 billion, will be disrupted by AI agents, with a projected market size of over $27 billion for enterprise AI applications in China by 2028 [1][12] - Multi-agent systems allow for enhanced collaboration and efficiency, enabling a single employee to manage a virtual marketing department or HR processes, thus transforming traditional roles [2][8] Group 2: Six Predictions for 2026 - Prediction 1: Multi-agent systems will evolve from "one person, one tool" to "one person, one team," facilitating systemic intelligence across organizations [10][12] - Prediction 2: Multi-agent systems must incorporate the TAB elements—Team, Auto-pilot, and Business—to enhance operational efficiency and business restructuring [8][9] - Prediction 3: China is positioned to become a global leader in multi-agent deployment due to its comprehensive industrial chain and advanced open-source models [12][14] - Prediction 4: The "top-down engineering" approach is essential for realizing AI benefits, requiring leadership to drive systemic changes in organizational structure [14][15] - Prediction 5: Multi-agent systems will contribute to the autonomous evolution of digital infrastructure within enterprises, enhancing knowledge management and decision-making processes [17][18] - Prediction 6: The year 2026 is anticipated to mark the large-scale deployment of multi-agent systems in enterprises, shifting focus from hiring to managing AI agents [20][31] Group 3: Implementation Strategies - Companies are encouraged to adopt a three-step approach for multi-agent evolution: establishing a top-down strategy, utilizing Forward Deployed Engineers (FDE) to bridge organizational gaps, and fostering collaborative evolution through a mixed-model architecture [25][27][29] - The integration of multi-agent systems is seen as a pathway to transform business capabilities into digital assets, enabling rapid adaptation and scalability [8][10][22]

"双子星"车型持续发力，稳固市场地位 沃尔沃XC60作为沃尔沃品牌的经典车型，凭借其均衡的产品力和出色的口碑，始终占据豪华中型SUV 市场的重要位置。12月，沃尔沃XC60销量达到4,683辆，与全新XC70组成的"双子星"车型表现抢眼，双 车合计销量达到9,671辆，再创新高，连续第三个月稳居豪华中型-中大型SUV第一梯队。 1月5日，沃尔沃汽车今日公布2025年12月销量数据，中国大陆市场共计售出16,063辆，环比上涨 12.8%，全年累计销量达到149,166辆，展现出稳健的市场表现。 全新XC70持续热销，驱动品牌增长 全新XC70自上市以来便备受瞩目，凭借其独特的设计、卓越的性能和领先的科技配置，迅速成为沃尔 沃品牌的销量担当。12月，全新XC70蝉联品牌销冠，销量达到4,988辆，上市3个月以来累计销量突破 14,199辆，领跑豪华品牌混动车型。 全新XC70助推沃尔沃新能源占比实现跨越性增长 沃尔沃汽车始终致力于推动可持续发展，积极推动电气化转型。自XC70上市以来，第四季度沃尔沃新 能源车型销量达到15,328辆，占比达到34.7%，实现跨越性增长。 展望未来，沃尔沃汽车将继续深耕中国豪华汽 ...