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LPG:1月上半月民用气价格维持强势
Jin Rong Jie· 2026-01-14 04:03
Core Viewpoint - Domestic civil gas prices have strengthened again in January, with prices reaching 4471 yuan/ton as of January 13, an increase of 141 yuan/ton compared to the end of December [1] Group 1: Price Trends - The January Consumer Price Index (CPI) has risen more than expected, contributing to the increase in domestic gas prices [1] - International market prices remain high, leading to a weakened willingness to import at domestic terminals [1] - The price increase is supported by recovering winter combustion demand and rising crude oil prices [1] Group 2: Supply and Demand Dynamics - There is a significant delay in unloading from some aging vessels, resulting in sellers having ample inventory [1] - The overall supply-demand situation remains tight, providing support for the market, although the price increase has led to domestic prices being significantly higher than imported prices [1] - The gap between industrial and civil gas prices continues to widen, indicating a potential shift in market dynamics [1] Group 3: Future Outlook - Domestic civil gas prices are expected to fluctuate at high levels in the near term [1]
壶化股份:向特定对象发行A股股票申请获深交所受理
Jin Rong Jie· 2026-01-14 04:03
壶化股份公告,公司近日收到深圳 证券交易所出具的《关于受理山西壶化集团股份有限公司向特定对 象发行股票申请文件的通知》( 深证上审〔2026〕9号)。深圳证券交易所对公司报送的向特定对象发 行A股股票的申请文件进行了核对,认为申请文件齐备,决定予以受理。 ...
我国自主研制 全球最大直径竖井掘进机“启明号”始发
Jin Rong Jie· 2026-01-14 04:03
据国家铁路局消息,1月13日,我国自主研制的全球最大直径竖井掘进机"启明号"正式始发,投入崇太 长江隧道2号竖井建设。2号竖井地处江苏太仓浮桥镇,距离长江南岸大堤仅200米。与此同时,长江底 部,"领航号"盾构机已掘进超万米,今年年底崇太长江隧道有望全隧贯通。 ...
GEO概念全线爆发!值得买等5股20CM涨停,券商称SEO向GEO的转移已成为趋势
Jin Rong Jie· 2026-01-14 03:54
早盘,万得GEO指数大涨10.89%,流金科技30CM涨停,科大国创、值得买、三维天地、通达海、光云科技20CM涨停,易点天下涨超17%,天龙集团、海 天瑞声涨超15%,中文在线、每日互动、荣信文化、万兴科技、川网传媒、汉得信息涨超10%,浙文互联、人民网、新华网、姚记科技、中国科传、南方传 媒、欢瑞世纪等涨停。 | ( 日 | | GEO指数(8841928) | | | | --- | --- | --- | --- | --- | | | 2548.55 250.34 10.89% | | | | | 资料 | 成分 | 资讯 | 相关基金 | 月度 | | 名称 | | | 现价 | | | 流金科技 | | | 13.57 | | | 920021.BJ | | | | | | 科大国创 | | | 52.72 | | | 300520.SZ | | | | | | 値得买 | | | 83.89 | | | 300785.SZ | | | | | | 三维天地 | | | 61.79 | | | 301159.SZ | | | | | | 通达海 | | | 54.59 | | | 301378. ...
A股午评:沪指涨1.2%逼近4200点、创业板指半日涨超2%,AI应用股掀涨停潮,全市场超4700只个股上涨
Jin Rong Jie· 2026-01-14 03:42
Market Overview - The A-share market experienced a collective rebound with the Shanghai Composite Index rising by 1.2% to 4188.24 points, the Shenzhen Component Index increasing by 1.98% to 14449.57 points, and the ChiNext Index climbing by 2.24% to 3396.35 points, while the STAR Market 50 Index surged by 3.71% to 1524.03 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.22 trillion yuan, a decrease of 215.5 billion yuan compared to the previous trading day [1] - Over 4700 stocks in the market saw gains, with more than 100 stocks hitting the daily limit [1] Key Sectors AI Applications - The AI application sector continued to strengthen, with stocks like Zhwen Interactive rising for three consecutive days and Shiji Information hitting the daily limit [2] - Google announced partnerships with major global retailers to open-source AI protocols for e-commerce, indicating a broad development space for AI commercialization [2] Nonferrous Metals - The nonferrous metals sector saw a volatile rise, particularly in small and precious metals, with stocks like Xianglu Tungsten and Huaxi Nonferrous hitting daily limits [3] - Tungsten prices have surged, with tungsten powder exceeding 1.1 million yuan per ton and tungsten concentrate reaching 464,000 yuan per standard ton, both setting historical highs [3] Semiconductor Equipment - Semiconductor equipment stocks continued to rise, led by cleanroom-related companies, with Shenghui Integration and Yaxiang Integration hitting daily limits and reaching historical highs [4] - The domestic wafer fabrication capacity utilization rate is recovering, and there is a strong willingness to expand production, driven by AI-related demand [4] Quantum Technology - The quantum technology sector experienced fluctuations, with stocks like Demai Chemical hitting daily limits and Keda Guokuan rising over 10% [5] - The Ministry of Industry and Information Technology emphasized a focus on quantum technology and brain-computer interfaces during the 14th Five-Year Plan [5] Institutional Insights - Everbright Securities indicated that the market may undergo a period of adjustment, but structural trends are expected to continue, with a shift from high-performing sectors like commercial aerospace to relatively lower-performing sectors [6] - CITIC Securities highlighted that AI in healthcare is set to accelerate the restructuring of the trillion-yuan pharmaceutical market, with a clearer payment structure expected by 2026 [7] - Guojin Securities projected that space photovoltaics will emerge as a leading sector in the new energy market by 2026, with significant market recognition and ongoing investment opportunities [8]
10亿美元联手英伟达!AI医疗风口再起,产业链核心标的梳理
Jin Rong Jie· 2026-01-14 03:41
摩根大通医疗健康大会在旧金山正式召开,大会首日,英伟达与礼来宣布,将在五年内斥资10亿美元在 旧金山湾区建立一个新的联合研究实验室,以加速AI药物研发进程。双方将汇集各自在人工智能技术 与药物研发领域的资源,探索人工智能和加速计算在药物发现流程中的应用,推动新药开发效率提升。 此前OpenAI推出ChatGPT Health,支持用户将医疗记录和健康应用安全连接至AI聊天机器人,结合用户 健康信息提供相关服务,覆盖健康咨询、数据解读等多个场景。国内蚂蚁集团推出的AI健康助手"蚂蚁 阿福"也获得了大量用户关注,链接多家医院与真人医生,实现健康咨询到就医服务的衔接。 中信证券研报提出,2026年AI医疗的支付方更加明确且支付力更强,AI医疗商业化确定性有所提升, 将加速重构医药市场,可关注AI制药、基层AI医疗应用等相关方向。爱建证券指出,AI医疗在政策、 技术、产品和应用场景方面保持快速发展,未来应用场景将从三级医院下沉到基层终端和用户个人, AI医疗落地进程将持续推进。国金证券提到,摩根大通医疗健康峰会作为全球医疗投资的风向标,多 家中国企业已发布现场演讲计划,会议有望提振创新药行业BD预期,改善行业整体情绪 ...
人社部等五部门联合发文,进一步规范网络平台招聘类信息发布
Jin Rong Jie· 2026-01-14 03:27
为进一步加强网络生态治理,规范网络招聘市场秩序,健全网络生态治理长效机制,近日,人力资源社 会保障部、中央网信办、工业和信息化部、公安部、金融监管总局联合印发《关于规范网络平台招聘类 信息发布的通知》。 财经频道更多独家策划、专家专栏,免费查阅>> 责任编辑:栎树 《通知》要求,加强网络招聘服务许可监管,经营性人力资源服务机构发布招聘信息或网络平台为用人 单位提供招聘信息发布等网络招聘服务,应依法取得人力资源服务许可证。网络平台要履行主体责任, 强化账号注册管理,对申请注册用户进行真实身份信息认证,分类核验认证账号资质,设置专门标签, 并在账号主页明示资质和认证信息。 《通知》强调,网络平台要规范招聘信息格式标准,发布招聘信息应真实、合法,严禁以招聘信息为名 非法引流。要强化对招聘服务类账号网络行为的规范,加强招聘信息发布动态监测,及时发现处置违法 违规行为。 ...
港股丘钛科技放量拉升超15%
Jin Rong Jie· 2026-01-14 03:24
本文源自:金融界AI电报 丘钛科技(1478.HK)盘中放量拉升涨超15%至10.34港元,截至目前成交额放大至2.8亿港元。 ...
东利机械取得汽车零件视觉防错及剔除不良品工装专利,提升工作效率
Jin Rong Jie· 2026-01-14 03:24
财经频道更多独家策划、专家专栏,免费查阅>> 天眼查资料显示,保定市东利机械制造股份有限公司,成立于1998年,位于保定市,是一家以从事汽车 制造业为主的企业。企业注册资本14680万人民币。通过天眼查大数据分析,保定市东利机械制造股份 有限公司共对外投资了3家企业,参与招投标项目6次,财产线索方面有商标信息26条,专利信息129 条,此外企业还拥有行政许可1个。 声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 国家知识产权局信息显示,保定市东利机械制造股份有限公司取得一项名为"一种汽车零件视觉防错以 及剔除不良品的工装"的专利,授权公告号CN223789002U,申请日期为2024年12月。 专利摘要显示,本实用新型涉及一种汽车零件视觉防错以及剔除不良品的工装,包括传送带和滑道,所 述传送带两侧分别安装有高度不同的第一支撑架和第二支撑架,所述第一支撑架和第二支撑架间安装有 倾斜向下的滑道,所述滑道一端安装有第一安装架,且第一安装架底侧安装有第一阻挡板,所述滑道另 一端安装有第二安装架,且第二安装架底侧安装有第二阻挡板,所述第二安装架上安装有第三安装架, 且第三安装 ...
港股濠赌股反弹 银河娱乐等多股涨超3%
Jin Rong Jie· 2026-01-14 03:18
本文源自:金融界AI电报 连续下跌的港股濠赌股迎来反弹行情,其中,新濠国际发展涨3.5%,银河娱乐、汇彩中国、美高梅中 国涨超3%,金沙中国、永利澳门涨超2%,金界控股、澳博控股涨1%。 ...