在沪深北交易所午间出手降温后， A股多只权重股尾盘竞价再现巨额压单！ 1月14日，A股继续高开高走，但是午后风云突变，三大股指出现过山车走势，沪指翻绿，与此同时A股 成交额急剧扩大，仅155分钟成交额便突破3万亿大关，截至收盘，沪指跌0.31%，深成指涨0.56%，创 业板指涨0.82%。沪深京三市全市场成交额39868亿元，较上日成交额放量2880亿元。 板块题材上，医疗服务、AI应用板块题材成为资金进攻的核心方向，其中AI应用概念爆发，二十余只 成分股涨停，利欧股份9天6板，省广集团4连板，新华网、人民网、三江购物3连板，壹网壹创3天2板。 此前遭到资金爆炒的商业航天概念局部活跃，海格通信3连板创新高，大唐电信、佳缘科技等涨停。 值得注意的是，尾盘集合竞价上证50和沪深300多只权重股再次出现巨额压单，其中招商银行卖一位置 出现164万手（1.64亿股）压单，以招商银行40.07元/股的收盘价计算，压单金额超65亿元，而招商银行 全天成交也不过78亿元。 | | 600036 招商银行 | | | | --- | --- | --- | --- | | 委比 | -98.78% 委差 | | -163 / ...

此前，36氪报道称，小米汽车2026年将推出四款新车，其中两款分别为SU7改款和SU7行政版，另外两 款均为增程车型，分别为一款增程五座SUV和一款增程七座SUV。据报道，小米的增程七座SUV内部代 号为"昆仑"，定位与理想L9、问界M9重合，将采用超70度"大电池增程"的技术路线，纯电续航里程将 在400-500km之间。 近日，小米产业投资部合伙人潘九堂在社交媒体发文称："小米如果未来做增程，也一定会借鉴理想， 但绝不会一边学一边不承认甚至暗黑。"这段话是潘九堂转发雷军微博时所说，此前雷军曾发文 称："Model Y挺强的，我们继续学习。" 虽然增程技术近两年备受车企青睐，但销量增速却在放缓。乘联分会数据显示，2025年1-10月的新能源 汽车批发销量结构中，纯电车型的占比同比提升4%至62%，狭义插混车型的占比同比下降2.9%至 29%，而增程车型的占比同比下滑1.1%至9%。雷军在此前的直播中披露，小米汽车2025年交付量达41 万辆，超过年初制定的30万辆目标，2026年小米汽车将冲击55万辆年销量目标。 本文源自：金融界汽车 作者：AI君 ...

本文源自：金融界AI电报 阿里健康涨18.960%，海底捞涨9.154%，农夫山泉涨6.023%，阿里巴巴-W涨5.691%，哔哩哔哩-W涨 5.135%，快手-W涨4.461%，华虹半导体涨4.292%。 ...

Market Overview - The Hong Kong stock market experienced fluctuations on January 14, with the Hang Seng Index closing up 0.56% at 26,999.81 points, the Hang Seng Tech Index up 0.66% at 5,908.26 points, and the National Enterprises Index up 0.32% at 9,315.56 points. The Red Chip Index fell by 0.2% to 4,137.69 points [1] Company News - **Q Technology (01478.HK)**: Announced an expected net profit growth of approximately 400% to 450% for the year ending December 31, 2025 [2] - **China Coal Energy (01898.HK)**: Projected a 10.2% decrease in coal sales volume to approximately 256 million tons for 2025, with December sales down 23% year-on-year to 21.88 million tons [2] - **Keenovo Technology (01274.HK)**: Selected as a supplier for a Korean automotive group's driver assistance solutions for four vehicle models [2] - **Kanzai Real Estate (00832.HK)**: Reported a 16.3% decrease in property contract sales to 8.467 billion yuan for 2025 [3] - **China Resources Land (00754.HK)**: Estimated total contract sales of approximately 15.607 billion yuan for 2025, a decrease of 6.15% [4] - **Suteng Juchuang (02498.HK)**: Forecasted laser radar product sales of approximately 912,000 units for 2025 [5] - **Xiaocai Garden (00999.HK)**: Plans to establish a joint venture for online shopping and "community ready-to-eat stores" [6] - **GDS Holdings (09698.HK)**: Recovered approximately 95% of the investment principal from DayOne, with an investment return rate of nearly 6.5 times [7] - **China Biologic Products (01177.HK)**: Proposed to acquire 100% of Hejiya for a maximum base price of 12 million yuan to accelerate the development of the siRNA liver delivery platform [7] - **Fuhong Hanlin (02696.HK)**: Received acceptance from the FDA for the biological product license application for Hanbeitai® (Bevacizumab injection) [7] - **Xiaomi Group (01810.HK)**: Repurchased 4 million shares for 152 million HKD at prices between 37.94 and 38.04 HKD [8] - **Tencent Holdings (00700.HK)**: Repurchased 1.012 million shares for 636 million HKD at prices between 623 and 638 HKD [9] - **Sunny Optical Technology (02382.HK)**: Repurchased 640,000 shares for 41.78 million HKD at prices between 64.55 and 65.8 HKD [10] Institutional Insights - **Dongwu Securities**: Suggests that the window for the Federal Reserve to cut interest rates is limited this year, and the rebound of the Hong Kong stock market will depend on fundamental conditions. The overall strategy remains a barbell approach, focusing on value dividends and sectors like AI technology, non-ferrous metals, and innovative pharmaceuticals [11] - **CITIC Securities**: Notes that the Hong Kong market has lagged behind A-shares due to overseas liquidity dynamics. The US unemployment rate drop supports a pause in rate cuts, and the stabilization of the Shanghai Composite Index at 4,000 points limits downward pressure on Hong Kong stocks. Anticipates a rebound in tech stocks driven by sentiment recovery and southbound capital [12] - **Industrial Securities**: Recommends leading internet companies in the AI sector, expecting a resonance in buying from domestic and foreign investors. Also suggests focusing on dividend assets in a low-interest-rate environment, including insurance, banking, energy, and public utilities [12] - **Zheshang International**: Optimistic about sectors benefiting from policy support, such as new energy, innovative pharmaceuticals, and AI technology. Expects the Hong Kong market's performance in spring 2026 to be driven by "AI applications + PPI improvement + expanded domestic demand" [13]

Core Viewpoint - The Ministry of Science and Technology emphasizes the importance of strengthening the role of enterprises in R&D investment and enhancing financial support for technology-based SMEs [1] Group 1 - The government aims to build a technology finance system that aligns with technological innovation [1] - There will be continuous improvement in the implementation mechanism of tax incentives for technological innovation [1] - The proportion of R&D expense deductions for enterprises will be increased to encourage greater investment in R&D [1]

林海股份(600099.SH)公告称，林海股份及其子公司江苏福马高新动力机械有限公司通过高新技术企业 认定，享受企业所得税税率15%，有效期为2025年至2027年。林海股份为首次获得认定，福马高新为原 证书有效期满后的重新认定。 ...

铜峰电子公告，控股股东铜陵中旭产业投资有限公司自2025年4月10日至2026年1月13日通过集中竞价增 持公司A股490.66万股，占总股本0.78%，持股数由1.47亿股增至1.52亿股，比例由23.27%升至24.05%； 截至目前累计增持2276.59万股、金额1.51亿元，本次触及1%刻度，仍在增持计划有效期内。 ...

无锡 智能自控公告称，公司拟使用不超5000万元闲置募集资金进行现金管理，该额度可于12个月内循 环使用。近日，公司向 中国银行无锡分行营业部申购两款结构性存款产品，金额分别为980万元、1020 万元，期限96 - 99天，预期年化收益率0.59%或2.72%。此前进行的相关投资均已如期收回本金和收益。 截至公告披露日，公司使用闲置募集资金进行现金管理未到期余额为2000万元，未超董事会授权额度。 ...

长源电力公告，全资子公司国能长源武汉青山热电有限公司长源电力青山热电脱硫废水深度治理EPC项 目中标金额为3670万元。国能水务 环保有限公司为中标方，属于公司的关联方，本次交易构成了公司 的关联交易事项。项目核心目标为实现青山公司脱硫废水零排放。通过本项目的实施，不仅能有效解决 脱硫废水对脱硫系统效率及设备安全运行的不利影响，更将助力青山公司达成清洁生产目标，深度契合 绿色低碳转型发展方向。 ...

据财政部消息，财政部拟发行2026年记账式贴现国债。本期国债为期限91天的贴现债。本期国债竞争性 招标面值总额400亿元，不进行甲类成员追加投标。本期国债发行价格通过竞争性招标确定，以低于票 面金额的价格贴现发行。 ...