Group 1: Important Events - CITIC Securities expects a 38% year-on-year increase in net profit for 2025, with rapid growth in brokerage and investment banking revenues [1] - SF Holding has reached a strategic mutual shareholding agreement with Jitu Express, involving an investment transaction amounting to HKD 8.3 billion, resulting in SF Holding owning 10% of Jitu and Jitu holding 4.29% of SF [1] - Tianli Lithium Energy's subsidiary Sichuan Tianli will undergo maintenance, expected to reduce lithium iron phosphate production by 1,500 to 2,000 tons [1] - Junda Co. plans to acquire a 16.67% stake in Xingyi Xinneng, which aims to take over the assets, personnel, and business of the domestic rare satellite battery manufacturer Shangyi Optoelectronics [1] Group 2: Shareholding Changes - Huibo Pu's actual controller will change to the Tianjin State-owned Assets Supervision and Administration Commission [2] - WISCO Development plans to replace its main assets and liabilities related to its original business with equivalent portions of 100% equity in WISCO Mining and Luzhong Mining [2] Group 3: Performance Forecasts - Jinhaitong anticipates a 104%-168% year-on-year increase in net profit for 2025, driven by sustained demand in the semiconductor packaging sector [2] - Siwei Tuxin expects a profit of approximately CNY 90.09 million to CNY 117 million for 2025, marking a turnaround from losses [2] - Yonghe Co. forecasts a 110.87%-150.66% year-on-year increase in net profit for 2025 [3] - WuXi AppTec expects a year-on-year net profit growth of over 38% for the fiscal year 2025 [3]

股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 据报道，1月14日，阿里巴巴视频号预告，1月15日10:00将召开千问App发布会，见证AI如何"开启办事 时代"。此前，阿里核心管理层表示，将千问项目视为"AI时代的未来之战"。阿里计划将地图、外卖、 购物、健康等各类生活场景接入千问，赋予其强大的"办事"能力。2025年12月18日，阿里千问App接入 第一个阿里生态场景——高德，开始具备物理世界理解与行动能力。通过系统级对接，千问App不再只 是生成一段文字建议，而是能够调用高德地图、扫街榜等底层服务，即时生成包含推荐餐厅、购物、地 理位置及出行的可视化决策工具。 阿里淘宝闪购依托阿里云与通义大模型，已将AI能力全面产品化、工具化，用户通过手机接入阿里千 问App，可通过淘宝闪购调用地图、依托门店、闪购仓、品与AI超算能力，淘宝闪购让"对的商 品"在"对的时间"出现在"对的地点"，通过智能AI技术匹配数百万骑士、数百万门店、数以万计的商 品，让履约更快更准。 ...

日经225指数开盘下跌300.98点，跌幅0.55%，报54040.25点。 ...

Core Viewpoint - The data from the Shanghai and Shenzhen stock markets on January 14 indicates significant net purchases in various stocks, highlighting investor interest in specific companies [1] Group 1: Top Stocks by Net Purchases - The top stock with the highest net purchase was Changjiang Electric Power, amounting to 1.383 billion yuan [1] - TBEA Co., Ltd. followed with a net purchase of 981 million yuan [1] - Huasheng Tiancheng saw net purchases of 783 million yuan, ranking third [1] - China Ping An had net purchases of 684 million yuan, placing it fourth [1] - China Satellite's net purchases reached 523 million yuan, securing the fifth position [1] - China Merchants Bank recorded net purchases of 511 million yuan [1] - Haiguang Information had net purchases of 432 million yuan [1] - CITIC Securities saw net purchases of 396 million yuan [1] - China Aluminum's net purchases amounted to 340 million yuan [1] - Baiwei Storage rounded out the top ten with net purchases of 326 million yuan [1]

韩国KOSPI指数开盘下跌13.18点，跌幅0.28%，报4709.92点。 ...

Core Viewpoint - Despite recent regulatory measures to cool down the market and prevent overheating risks, the overall trading activity in the equity market remains at historically high levels, with key indicators such as average daily trading volume and margin financing balances exceeding long-term averages, indicating that securities firms are likely to continue benefiting from high profitability elasticity through 2025 [1] Group 1 - The capital market's functional recovery is gradually improving, with expectations of optimized equity financing pace, increased M&A activity, expanded derivative tools, and deepened wealth management transformation [1] - The business boundaries of securities firms are expected to continue broadening, leading to more diversified and stable revenue streams, with potential for improvement in operational quality and valuation levels [1] Group 2 - As of January 14, 2026, the Securities III (CITIC) index PB (LF) valuation is approximately 1.5x, positioned at the 43rd percentile since 2016, while the Chinese securities firms (H) index PB (LF) valuation is about 0.9x, situated at the 70th percentile since 2016, suggesting a recommendation for active allocation [1]

近日，国家知识产权局信息显示，鞍山七彩化学股份有限公司申请一项名为"树脂聚合物、低氯代 杂质含量的1,4-环己烷二甲基二异氰酸酯及连续化制备方法"的专利，公开号CN121270433A，申请日期 为2025年9月。 专利摘要显示，本发明涉及聚合物领域，更具体地，涉及一种树脂聚合物、低氯代杂质含量的 1,4‑环己烷二甲基二异氰酸酯(1,4‑H6XDI)及其连续化制备方法。低氯代杂质含量的1,4‑环己烷二甲基二 异氰酸酯中第一单氯代异氰酸酯的含量为600ppm以下，第二单氯代异氰酸酯的含量为200ppm以下。该 低氯代杂质含量的1,4‑环己烷二甲基二异氰酸酯满足光学级聚氨酯树脂对氯杂质敏感的加工要求。氯代 杂质在高温加工或紫外照射下易分解生成氯化氢，导致树脂黄变、应力开裂或折射率波动，故光学级应 用对其含量要求极严。 ...

最新一期《ACS中心科学》杂志发布的计算机模拟结果揭示一项新线索：对人类有毒的氰化氢参与合成 了地球生命诞生所需的关键原始物质。研究显示，在低温环境下，氰化氢可形成特殊晶体。这些晶体某 些晶面具有高度反应活性，能够实现通常难以发生的化学反应。这类反应可能启动了一系列化学进程， 进而生成多种生命基本组成单元。 ...

由中国科学院大学主导的联合研究团队，首次在实验中直接观测到中子与原子核碰撞过程中的米格达尔 效应，不仅证实了87年前的量子力学预言，也为搜寻宇宙中更轻的暗物质粒子提供了关键实验依据。相 关研究成果15日发表于《自然》杂志。 ...

Core Insights - A research team from the Korea Advanced Institute of Science and Technology has developed a new type of near-plane light output coupling structure and accompanying design method that can enhance the luminous efficiency of organic light-emitting diodes (OLEDs) by more than two times while perfectly preserving their signature ultra-thin planar structure [1] Group 1 - The new structure significantly improves OLED efficiency, achieving over 200% enhancement [1] - The research findings have been published in the latest issue of the journal Nature Communications [1]