Zhong Guo Zheng Quan Bao
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两个太空主题,今天火了
Zhong Guo Zheng Quan Bao· 2026-01-23 04:28
今天上午,太空光伏、太空旅游概念表现强势,迈为股份、隆华新材、太力科技等个股大涨。在太空光伏、太空旅游两大主题带动下,商业航天板块上午 大涨。 市场再现跷跷板,商业航天板块大涨,算力产业链下跌,中际旭创、新易盛、海光信息、天孚通信等个股大跌。 截至上午收盘,上证指数上涨0.27%,深证成指上涨0.24%,创业板指下跌0.17%。 | 两个太空概念大涨 | | --- | | 今天上午,太空光伏、太空旅游两大主题大涨。太空光伏概念走势更强,带动光伏概念全线大涨,光伏设备、BC电池、POE胶膜等板块涨幅居前。 | | 塾 300724 | | | | | --- | --- | --- | --- | | 首板涨停 最终涨停 11:11 | | | | | 迈为股份 融 300751 | 324.36 | 20.00% | 6271Z | | 首板涨停 最终涨停 09:35 | | | | | 奥特维 融 688516 | 90.01 | 20.00% | 283亿 | | 首板涨停 最终涨停 10:45 | | | | | 晶科能源 融 688223 | 6.79 | 18.09% | 679亿 | | 华民股 ...
复牌后再度大涨!国投白银LOF溢价率飙升
Zhong Guo Zheng Quan Bao· 2026-01-23 04:28
图片来源:同花顺 该基金为T+1交易机制,主要投资白银期货资产。该基金于2015年8月上市交易,截至1月21日,基金最新规模为89.6亿元。 1月23日,昨天全天停牌的国投白银LOF今天停牌1小时后复牌,场内交易价格再度大涨,盘中溢价率一度飙升至超60%,冲高回落后大幅波动,盘中交易 价格振幅超过7%。截至上午收盘,场内交易价格为4.111元,较盘中最高价格4.22元有所回落。 1月22日晚间,国投瑞银基金公告称,近期国投白银LOF二级市场交易价格明显高于基金份额净值,出现较大幅度溢价。为保护投资者利益,基金于1月23 日开市起至当日10:30停牌。若1月23日溢价幅度未有效回落,有权通过申请盘中临时停牌或延长停牌,以警示市场风险。 国投瑞银基金表示,高溢价是不可持续的泡沫,如果无限膨胀最终受伤的往往是普通投资者。高溢价背后,需警惕所谓的"无风险",情绪火热的时候,市 场往往潜伏着巨大的风险。 值得注意的是,截至1月21日,该基金已经连续7个交易日于每天开市后停牌一小时。昨天,国投白银LOF全天停牌,成为市场上较为少见的全天停牌场内 基金。业内人士分析称,采取全天停牌,或是为了降温市场情绪,避免大量资金为高溢 ...
行业龙头企业牵头,事关新兴产业创新中心,国家发改委发文
Zhong Guo Zheng Quan Bao· 2026-01-23 04:24
Core Viewpoint - The National Development and Reform Commission (NDRC) has developed the "Management Measures for National Emerging Industry Innovation Centers" to enhance the role of enterprises in technological innovation and promote the integration of technological and industrial innovation [1] Group 1: Definition and Role of Innovation Centers - Industry innovation centers are defined as technology innovation platforms that aim to cultivate future industries and develop new productive forces, serving as a crucial part of the national innovation system [2] - These centers will focus on major strategic industry development needs, typically led by industry leaders, and will collaborate with upstream and downstream industry resources, as well as academic institutions, to conduct research and development [2] Group 2: Main Tasks of Innovation Centers - The management measures outline eight primary tasks, including strengthening the innovation ecosystem and promoting deep integration of innovation chains, industrial chains, funding chains, and talent chains [3] - The centers will focus on national strategic needs and drive key core technology breakthroughs, including the development and verification of critical processes, equipment, and materials [3] - They will enhance concept validation and pilot capabilities, conduct technology maturation, and create industry technology standards to promote technological transformation [3] Group 3: Operational Structure and Funding - The centers will operate with a diverse equity structure, independent operations, and self-financing, with clear governance and flexible operational mechanisms [8] - The leading units for establishing these centers must have significant innovation advantages and influence within the industry, responsible for resource integration and funding [8] - Innovation centers are encouraged to attract local and social capital for investment and establish stable funding mechanisms for ongoing technological innovation activities [9] Group 4: Support Policies - The management measures allow innovation centers in the preparatory phase to propose projects for innovation capability building, with potential support from the NDRC [10] - The National Venture Capital Guidance Fund will play a role in supporting technology commercialization and innovation centers through market-based investments [10] - The centers will have priority for government green procurement for major technological equipment and materials developed through their research [10]
两个太空主题,今天火了!
Zhong Guo Zheng Quan Bao· 2026-01-23 04:20
Group 1: Space Industry - The space photovoltaic and space tourism concepts showed strong performance, with stocks like Maiwei Co., Ltd. (300751), Longhua New Material (301149), and Taili Technology (301595) experiencing significant gains [1][3] - The space photovoltaic concept is particularly strong, driving a broad increase in the photovoltaic sector, including photovoltaic equipment, BC batteries, and POE film [3][4] - The technology for space solar power generation involves collecting solar energy in space via satellites and transmitting it to the ground in the form of microwaves or lasers, achieving 2-3 times the efficiency compared to ground-based systems [5][6] - The "Chuan Yue Zhe" manned spacecraft was publicly showcased, with over 20 space tourists already booked for flights expected to commence in 2028 [7] Group 2: Stock Market Performance - The Shanghai Composite Index rose by 0.27% to 4133.58, while the Shenzhen Component Index increased by 0.24% to 14360.98, and the ChiNext Index fell by 0.17% to 3322.96 [2] - The commercial aerospace sector saw a significant increase, while the computing power industry chain experienced declines, with stocks like Zhongji Xuchuang (300308) and Xinyi Sheng (300502) dropping [1] Group 3: Pharmaceutical Industry - Pharmaceutical stocks rose, with sectors such as pharmaceutical commerce, family doctors, medical services, and innovative drugs showing gains, including notable increases in stocks like Renmin Tongtai (600829) and Yifeng Pharmacy (603939) [8][10] - A new policy document aimed at promoting high-quality development in the pharmaceutical retail industry was released, outlining 18 specific measures to enhance the sector's professionalism and market vitality [11] - Leading companies in the pharmaceutical retail sector are expected to benefit from ongoing policy support, with opportunities for market share expansion and diversification into non-pharmaceutical products [11]
监管紧急提示!*ST立方触及退市红线,信披违法违规
Zhong Guo Zheng Quan Bao· 2026-01-23 04:18
*ST立方股票可能被强制退市 安徽证监局在通报中提到,*ST立方因2021年、2022年、2023年连续三年年度报告财务数据涉嫌虚假记 载,触及《创业板股票上市规则》关于重大违法强制退市情形的规定,公司股票可能被强制退市,安徽 证监局已于2025年11月28日下发《行政处罚及市场禁入事先告知书》。拟处罚对象向安徽证监局提出延 期申辩和听证的申请,安徽证监局已依法准予延期,目前正抓紧开展相关工作。后续,安徽证监局将依 法做出行政处罚决定。 1月23日,安徽证监局发布关于*ST立方(300344)相关情况的通报,提醒*ST立方存在重大违法强制退 市风险,请广大投资者以公司正式公告内容为准,理性投资,避免被不实信息误导,造成损失。 2025年净利润预计仍为负 *ST立方是一家专注于新型数字基础建设的数字科技云服务商。公司主要业务包括智能软硬件业务板 块、数字化智能服务板块和移动信息服务。 2025年前三季度,公司实现营业收入2.03亿元,同比下降0.44%;实现归母净利润-6220.9万元,同比续 亏。 公司在1月19日晚间公告中提到,2024年度财务报告内部控制被中兴财光华会计师事务所(特殊普通合 伙)出具了否定 ...
北汽蓝谷2025年亏损额料收窄 新品布局持续改善盈利能力待观察
Zhong Guo Zheng Quan Bao· 2026-01-23 01:19
Core Viewpoint - Beiqi Blue Valley forecasts a net loss of 4.35 billion to 4.65 billion yuan for 2025, indicating a narrowing of losses compared to previous years, despite having reported losses for five consecutive years [1] Sales Performance - Beiqi Blue Valley's sales are expected to increase significantly, reaching 209,600 units in 2025, representing a year-on-year growth of 84.06% [1] - The company plans to launch multiple new models in the second half of 2025, including the Extreme Fox T1 and the Xiangjie S9T, which are anticipated to drive sales growth [2] - The Xiangjie brand achieved a historic monthly sales record of over 10,000 units in December, becoming the sales champion in the luxury new energy vehicle segment priced above 300,000 yuan [2] Financial Expenditure - In the first three quarters of 2025, Beiqi Blue Valley's R&D expenses amounted to 1.573 billion yuan, a 43.26% increase from the previous year, while sales expenses reached 1.552 billion yuan, up 22.11% year-on-year [3] Asset and Equity Status - As of September 30, 2025, Beiqi Blue Valley's total assets were 33.844 billion yuan, a decrease of 18.29% from the previous year, and the equity attributable to shareholders was 2.087 billion yuan, down 62.13% [4] - The company is primarily supported by its controlling shareholder, Beiqi Group, which holds a 23.14% stake, with additional stakes held by related parties [4] Capital Injection - Beiqi Blue Valley has received approval for a private placement to raise up to 6 billion yuan, with 5 billion yuan allocated for new energy vehicle development and 1 billion yuan for AI and intelligent driving systems [5] - The capital injection is expected to improve the company's financial condition and enhance its profitability and competitive strength, reducing the risk of delisting despite current losses [5]
金银价格同创新高!美股三大股指全线反弹
Zhong Guo Zheng Quan Bao· 2026-01-22 23:25
当地时间周四(1月22日),美股三大股指全线收涨。随着美国总统特朗普在格陵兰岛问题上立场急转 弯,取消对欧关税威胁,市场担忧情绪显著缓解,美股主要股指连续第二日收高。 市场分析认为,格陵兰岛危机的化解扭转了此前的抛售趋势。在此轮反弹中,金融、能源等对宏观情绪 敏感的传统价值板块涨幅显著,尽管协议的具体细节仍有待公布。 美股大型科技股集体上涨,美国科技七巨头指数上涨1.47%。个股方面,Meta涨超5%,特斯拉涨逾 4%,微软、亚马逊涨逾1%,英伟达涨0.77%,谷歌-C涨0.75%,苹果涨0.28%。 大宗商品方面,国际金价银价同创历史新高。美国纽约商品交易所2月黄金期货价格突破每盎司4900美 元,3月白银期货价格突破每盎司96美元,均创历史新高。 消息面上,特斯拉CEO马斯克周四在达沃斯世界经济论坛上表示,将会有"数十亿"个人形机器人出现, 机器人的产量将满足人类的所有需求。特斯拉将在2026年年底或2027年向公众出售人形机器人 Optimus。另外,马斯克旗下的SpaceX正加速推进IPO计划,已敲定美国银行 、摩根大通、高盛与摩根 士丹利等四家华尔街大型投行,担任潜在上市案的主要承销商。 美股三大股 ...
【财经早报】2100亿存储芯片龙头,业绩预增
Zhong Guo Zheng Quan Bao· 2026-01-22 23:22
Company News - Zhiyuan Innovation expects a net profit of 1.61 billion yuan for 2025, representing a year-on-year increase of approximately 46%. The demand is significantly boosted by the acceleration of AI computing power construction, benefiting products in PC, server, and automotive electronics sectors. The storage industry cycle is steadily improving, leading to an increase in both price and volume of products [4][6] - Fangzheng Technology anticipates a net profit of 430 million to 510 million yuan for 2025, reflecting a year-on-year growth of 67.06% to 98.14% [4] - Qiangyi Co. expects a net profit of 368 million to 399 million yuan for 2025, marking a growth of 57.87% to 71.17% compared to the previous year [5] - Yingfang Micro expects a net loss of 69 million to 97 million yuan for 2025, compared to a loss of 61.97 million yuan in the previous year [6] - *ST Biology announced the termination of a major asset restructuring plan and expects a net profit of 28.5 million to 32.5 million yuan for 2025, recovering from a loss of 19.84 million yuan in the previous year. The company has expanded its business through acquisitions and is focusing on sales of related products [6] - Zhiyuan Innovation plans to raise 500 million yuan for a "DRAM chip R&D and industrialization project," with funds allocated to its subsidiaries for project implementation [7] - Chongda Technology announced an investment of 1 billion yuan for an IC packaging project, aiming to enhance its capacity and competitiveness in the semiconductor packaging industry [7] - Dongpeng Beverage plans to invest 1.1 billion yuan in a new production base in Chengdu, establishing a wholly-owned subsidiary for project execution [8] - Hualing Steel's subsidiary plans to invest 450 million yuan in a coking plant renovation project to improve production capacity and meet environmental standards [8] Industry Insights - The commercial aerospace industry is entering a golden era driven by both demand and supply. Focus areas include satellite launches and manufacturing, with private rocket companies rapidly developing and the industry transitioning from national to commercial aerospace [9] - The demand for yellow phosphorus is expected to improve due to growth in downstream phosphoric acid and terminal new energy materials. The cost competitiveness of thermal phosphoric acid is increasing, which may further boost demand for thermal process phosphoric acid and yellow phosphorus [9]
内存领衔、涨价潮压顶 汽车行业供应链迎成本与自主升级大考
Zhong Guo Zheng Quan Bao· 2026-01-22 23:22
Core Insights - The automotive industry is facing significant cost pressures due to a shortage of memory chips and rising prices of raw materials, which are impacting supply chain dynamics and competition rules [1][2][3] Group 1: Cost Pressures - The shortage of memory chips has escalated into a systemic issue affecting the entire automotive supply chain, with prices for automotive-grade DDR4 and DDR5 memory increasing by over 150% and 300% respectively since the second half of 2025 [2] - Global storage prices are expected to rise by an additional 40% to 50% in the first quarter of 2026, with a supply gap for general DRAM projected to remain between 15% and 20% [2] - The automotive sector is at a disadvantage in the competition for memory resources, as leading manufacturers prioritize supply to AI and cloud computing sectors, which offer higher profit margins [3] Group 2: Raw Material Price Increases - Prices for essential metals like copper and silver, which are critical for automotive electrical systems and batteries, have also seen significant increases since the second half of 2025 [3] - The competition for these raw materials between the automotive and AI industries has intensified, although current price increases have not yet fully reached end consumer prices [3] Group 3: Supply Chain Strategies - Automotive companies are implementing various strategies to mitigate cost pressures, including technological innovations and supply chain partnerships [5] - Companies like CATL are leveraging scale and technology to manage battery costs, while others are optimizing memory usage through software upgrades [5] - Long-term supply agreements and price locking strategies are being adopted by companies like Changan and Leap Motor to counteract rising costs of critical components [6] Group 4: Industry Dynamics and Competition - The memory crisis is leading to a differentiation in the automotive industry, with larger companies better able to absorb costs compared to smaller firms [7] - The ability to manage supply chains effectively is becoming a critical factor for competitiveness, with larger firms benefiting from established supply chain systems [7] - The crisis may result in a slowdown in the adoption of advanced driving technologies as companies may cut back on non-core storage configurations [7] Group 5: Future Outlook - The automotive industry is encouraged to shift from reactive measures to building autonomous systems, including securing long-term supply agreements and accelerating the validation of domestic storage chips [8] - The ongoing price increases and the transition to electric and intelligent vehicles are expected to concentrate resources among companies with core capabilities, leading to a shift in competition from hardware to integrated software and hardware solutions [8]
燧原科技IPO申请获受理 与腾讯深度战略合作
Zhong Guo Zheng Quan Bao· 2026-01-22 23:21
1月22日晚,上交所网站显示,上海燧原科技股份有限公司(简称"燧原科技")科创板IPO申请获受理。 截至上市申请材料签署日,这家国产AI芯片独角兽企业最近一轮融资估值近200亿元。腾讯与其高度绑 定——不仅是其第一大股东,也是第一大客户。 公司IPO拟募集资金60亿元,将用于第五代和第六代AI芯片系列产品的研发及产业化项目,以及先进人 工智能软硬件协同创新项目。 成立近八年迭代四代架构 上市申请材料显示,燧原科技创立于2018年3月。成立近8年来,公司自研迭代了四代架构5款云端AI芯 片,构建了AI芯片、AI加速卡及模组、智算系统及集群和AI计算及编程软件平台的完整产品体系,目前 已成为我国云端AI芯片领军企业之一,形成了芯片及硬件、软件及编程平台和算力集群方案三大类,全 方位、立体化的核心技术体系。公司多代产品已在互联网AI场景中大规模商用。 截至2025年9月末,燧原科技已获得境内发明专利262项,已承担10余项国家及地方科技攻关项目,参与 了41项AI芯片与智算系统的国家及行业标准制定。 上市申请材料显示,燧原科技2024年AI加速卡及模组销售量达3.88万张,在中国AI加速卡市场的占有率 约为1.4% ...