平头哥被曝启动上市计划，叠加近期多家国产芯片企业推进资本化进程，正在重塑国产芯片行业的发展 格局。国产芯片公司摩尔线程、沐曦股份已经在A股上市，壁仞科技已通过港交所聆讯，百度正在评估 昆仑芯单独分拆上市；预计26年有多家国产大模型、芯片迎来IPO。申万宏源认为，互联网自研芯片有 望迎来价值重估。 公司方面，据上市公司互动平台表示， 利扬芯片：公司为国内知名芯片设计公司提供中高端芯片独立第三方测试服务，公司是平头哥的供应 商。 全志科技：公司已经基于平头哥RISC-V内核开发了多款芯片产品并在多个下游应用场景，并已经实现 大规模量产，后续将会持续根据客户需求推出新的芯片产品和解决方案。 据第一财经1月22日消息，接近市场人士透露，阿里巴巴集团已决定支持旗下芯片公司平头哥未来独立 上市，具体时间尚未明确。 平头哥作为阿里巴巴全资子公司，成立于2018年，是国内互联网公司中自研芯片的早期探索者，其核心 发展模式是围绕云端数据中心场景开展产品线研发，依托阿里云的场景优势缩短芯片从设计到落地的周 期，这一独特路径使其成为芯片产业链中的黑马。申万宏源表示，阿里云全栈自研技术体系（芯片-服 务器-云OS-大模型）构筑国内A ...

Industry Overview - The Ministry of Commerce and nine other departments issued opinions on promoting high-quality development in the retail pharmaceutical industry, supporting mergers and acquisitions among retail pharmacies [1] - The retail pharmacy sector is expected to accelerate its consolidation by 2025, with customer traffic likely concentrating towards leading players [1] - As of the end of Q3 2025, the total number of pharmacies in China is projected to be 686,426, reflecting a net decrease of nearly 20,000 stores since Q4 2024 [1] - The number of pharmacies has shown negative growth for four consecutive quarters, indicating a rapid contraction in the industry [1] Company Insights - Lao Bai Xing is recognized as one of the leading retail pharmacy chains in China, primarily engaged in the sale of pharmaceuticals and health-related products through its marketing network [1] - Yifeng Pharmacy focuses on the retail of pharmaceuticals, health products, medical devices, and daily convenience items related to health [1]

银邦股份：公司持有飞而康部分股份，标的公司主营业务之一是利用3D打印技术生产航空航天，医疗 器械，海洋船舶，化工等行业用高品质零部件。 上大股份：公司产品主要用于固体火箭发动机壳体，液体火箭发动机热端部件，火箭平衡舵轴等结构件 和其他航天器耐高温，高强度关键零部件的制造。 1月22日，北京穿越者载人航天科技有限公司举行"太空旅游全球发布会"，国内首艘商业载人飞船"穿越 者壹号(CYZ1)"全尺寸试验舱首次公开展示。"穿越者壹号(CYZ1)"技术团队会前表示，目前已预订了超 三艘船，合计20余位太空游客，预计2028年将实现载人首飞。 海外方面，SpaceX计划于2027年推出其第二代星链系统，旨在提供更高速的网络服务。二代星链系统 预计将提供类似5G的连接服务，整体容量将比一代提高100多倍，吞吐量提升20倍以上。 德邦证券认为，在全球科技竞争的大棋局中，航天领域正从国家意志的"成本中心"，加速转向由商业需 求驱动的"增长引擎"。美国以SpaceX等通过极致降本和技术迭代构建商业闭环。中国则依托"GW星 座","千帆星座"等国家级星座规划，凭借政策与市场双轮驱动快速追赶。航天经济正加速成长为万亿美 元市场。 ...

Group 1 - A123 will hold a product launch event on January 23, 2026, introducing a full range of energy storage products based on semi-solid immersion technology, themed "Gathering Stars, Smart Storage Future" [1] - The new "Star" series semi-solid battery cells and the "Galaxy" series of four scenario-based energy storage systems will be prominently featured at the event [1] - Research institutions highlight that semi-solid batteries are showing promising performance and safety improvements, with the new MG4 model significantly enhancing safety and environmental adaptability under extreme conditions [1] Group 2 - Guoxuan High-Tech is primarily engaged in the research, production, and sales of power battery systems, energy storage battery systems, and transmission and distribution equipment, achieving breakthroughs in semi-solid battery technology [1] - Dingsheng Technology's semi-solid lithium battery cathode materials are steadily increasing in volume, with solid-state battery ultra-high nickel multi-materials and ultra-high capacity lithium-rich manganese-based materials achieving batch supply of over 10 tons [1]

Aerospace - Beijing Chuanqiu Space Technology Co., Ltd. held a global launch event for space tourism, showcasing the first commercial manned spacecraft "Chuanqiu No. 1 (CYZ1)" with over 20 space tourists already booked, aiming for its first manned flight in 2028 [1] - SpaceX plans to launch its second-generation Starlink system in 2027, which is expected to provide internet services with over 100 times the capacity and more than 20 times the throughput compared to the first generation [1] - The aerospace sector is transitioning from a "cost center" driven by national will to a "growth engine" driven by commercial demand, with significant growth potential in the trillion-dollar market [1] Solid-State Batteries - A123 announced a product launch event for its new series of semi-solid state energy storage products, including the "Xingchen" series semi-solid state cells and "Xinghe" series energy storage systems, scheduled for January 23, 2026 [2] - The new semi-solid state batteries significantly enhance safety and environmental adaptability, achieving excellent safety performance in extreme conditions, which could reduce the risk of electric vehicle fires [2] Retail Pharmacy - The Ministry of Commerce and nine other departments released opinions to promote high-quality development in the retail pharmacy industry, supporting mergers and acquisitions among retail pharmacies [3] - The retail pharmacy sector is expected to accelerate consolidation by 2025, with a projected decrease in the total number of pharmacies, concentrating customer traffic towards leading players [3] Passive Components - Passive component manufacturer Huaxinke announced a price increase for all chip resistor products starting February 1, with expected price hikes of around 20% [4] - The passive components industry is experiencing a price surge, with structural price increases observed across various products, driven by high demand from AI servers [4] Prepared Dishes - The State Council's Food Safety Office is drafting national standards for prepared dishes and will solicit public opinions soon, aiming to enhance consumer rights and promote industry development [5] - Prepared dishes are gaining popularity, especially among younger consumers, due to their convenience and ability to meet diverse culinary needs, leading to significant growth opportunities in the market [5] AI Chips - Alibaba Group plans to support its chip company Pingtouge for independent listing, reflecting its strategic focus on the semiconductor sector [6] - Pingtouge has made significant advancements in AI processing technology, with its products already integrated into major data centers, indicating its growing commercial value [6] General Industry News - The Chinese government is set to build a computing power scale of around 200,000 P by 2027, indicating a significant investment in computing infrastructure [8] - The domestic satellite constellation applications are expected to peak in the next decade, with China planning to launch over 20,300 satellites [8]

Buybacks - Hengyi Petrochemical plans to repurchase shares worth between 500 million to 1 billion yuan [1] - Yunyi Electric plans to repurchase shares worth between 100 million to 150 million yuan [1] External Investments and Daily Operations - Chongda Technology's subsidiary, Punowei, plans to invest 1 billion yuan in the construction of an end-side functional IC packaging substrate project [2] - Qiangrui Technology's Dongguan Aluminum Bao primarily supplies liquid cooling heat dissipation module precision structural parts to clients N and G, holding a significant market share [2] - Hongchang Electronics has commenced trial production of its 80,000 tons per year electronic-grade functional epoxy resin project [2] Performance Changes - Zhaoyi Innovation expects a net profit of approximately 1.61 billion yuan in 2025, representing a year-on-year growth of about 46% [3] - Shengmei Shanghai anticipates revenue between 6.68 billion to 6.88 billion yuan in 2025, a year-on-year increase of 18.91% to 22.47%, with 2026 revenue projected between 8.2 billion to 8.8 billion yuan [3] - Runtu Co. expects a net profit of 600 million to 700 million yuan in 2025, a year-on-year increase of 181.05% to 227.89%, with an estimated impact of approximately 330 million yuan on pre-tax profit from fair value assessments of investments [3] - Ruichuang Micro-Nano anticipates a net profit of around 1.1 billion yuan in 2025, reflecting a year-on-year growth of about 93% [3] - Qiangyi Co. expects a net profit between 368 million to 399 million yuan in 2025, a year-on-year increase of 57.87% to 71.17%, driven by the growth of 2D MEMS probe cards [3] - Xingqi Eye Medicine projects a net profit between 662 million to 749 million yuan in 2025, a year-on-year growth of 95.82% to 121.56% [4] - Founder Technology expects a net profit between 430 million to 510 million yuan in 2025, a year-on-year increase of 67.06% to 98.14%, focusing on high-value business orders in AI servers, high-speed optical modules, and high-end switches [4]

龙虎榜机构热股 今天机构龙虎榜上榜28只个股，净买入17只，净卖出11只。当日机构买入最多的个股前三位是：湖南白银（3.63亿）、鹏鼎控股（2.29亿）、三变科技 （7938万）。 | 上榜热股 | 实时涨跌幅 | 买/卖家数 | 村 | | --- | --- | --- | --- | | 湖南白银 002716.SZ | +9.97% | 4/2 | | | 鹏鼎控股 002938.SZ | +10.00% | 3/4 | | | 三变科技 002112.57 | +3 47% | 3/3 | +7 | 鹏鼎控股 今日龙虎榜显示，6家机构净买入2.29亿。 2025年12月16日公告，公司拟2026年向泰国园区投资42.97亿元建设高阶HDI及SLP产能，为AI服务器、低轨卫星等多领域提供PCB解决方案。公司高端HDI 产品已通过多家知名AI服务器厂商认证，并构建覆盖AI手机、AIPC、AI眼镜等端侧消费品的全场景产品矩阵。 个股龙虎榜 二、芯片概念 综艺股份 个股龙虎榜 明微电子 龙虎榜知名游资 一、核聚变 中国一重 个股龙虎榜 公司控股股东一重集团为可控核聚变创新联合体成员。 雪人集团 个股龙虎榜 ...

1、行情 整体相对平静的一天。 题材方面，SpaceX概念股单边大涨，西部材料、再升科技涨停，信维通信、超捷股份、通宇通讯、派克新材等大涨； 算力租赁板块局部发力，中贝通信、青云科技（20CM）涨停，优刻得、中国长城、二六三等大涨； PCB板块集体大涨，宏和科技、广合科技2板，金安国纪、崇达技术、鹏鼎控股涨停，南亚新材、四会富仕、方邦股份、深南电路等大涨； 天然气板块局部大涨，蓝焰控股、胜利股份、仁智股份等涨停，中泰股份、石化油服、潜能恒信等大涨； 此外，核聚变、油气、航天、超跌强势股等均有局部大涨表现，半导体、有色等跌幅居前。 截至收盘，沪指、深成指、创业板指分别收涨0.14%、0.5%、1.01%，市场超3500股上涨，1700余股下跌，三市成交量持续维持在2.7万亿。 2、ETF | 九转 加自选 均线 窗 帆 | R | 沪深300ETF 159919 | | | --- | --- | --- | --- | | ◎ 田 中 5.109 | | | | | | | 4.926 +0.002 +0.04% | | | | 李比 | -2.87% | -3680 | | 4 904 | 均卖价 | 4. ...

Market Overview - The market experienced a rebound with all three major indices rising, driven by strong performances in the commercial aerospace sector, oil and gas stocks, and PCB (Printed Circuit Board) sector [1] - Over 3,500 stocks in the Shanghai and Shenzhen markets saw gains, with a total trading volume of 2.72 trillion [1] Aerospace Sector - The aerospace sector saw significant gains, with multiple stocks such as Galaxy Electronics, Giant Lifting, and China First Heavy Industries hitting the daily limit [4][5] - Elon Musk is actively pushing for SpaceX's IPO, aiming for completion by July this year [4][5] - Analysts predict that SpaceX could dominate 99% of the global orbital payload capacity by 2026, reshaping the space economy [6] Oil Services Sector - The oil services sector surged, with stocks like Intercontinental Oil and Renji Holdings reaching their daily limits [7][8] - The International Energy Agency (IEA) raised its forecast for global oil demand growth in 2026 to 930,000 barrels per day, up from a previous estimate of 860,000 barrels per day [7] - The oil services industry is expected to benefit from increased capital expenditure, projected to reach $66.3 billion and $68.3 billion in 2025 and 2026, respectively, with growth rates of 10% and 3.2% [8] PCB Sector - The PCB sector experienced a strong rally, with stocks like Jin'an International and Honghe Technology hitting their daily limits [9][10] - Jin'an Guoji announced a projected net profit of 280 million to 360 million for 2025, representing a year-on-year increase of 655.53% to 871.40% [9] - Due to supply constraints and rising prices of raw materials, Japanese semiconductor material manufacturers are increasing prices of PCB materials by over 30% starting March 1 [9] Robotics Sector - The robotics sector showed active performance, with several stocks experiencing gains [11] Semiconductor Sector - The semiconductor sector faced declines, with stocks like Blue Arrow Electronics dropping nearly 10% [1][11]

苹果公司计划今年重塑Siri，将其转型为公司首款AI聊天机器人。 1月21日，据彭博社援引知情人士透露，苹果计划在6月的全球开发者大会上发布代号为Campos的全新 AI聊天机器人，并于9月正式推出。 新版AI聊天机器人将取代现有界面，用户仍可以通过语音指令"Siri"或按住设备侧键来召唤服务，但功 能将远超当前版本，具备类似ChatGPT或谷歌Gemini的对话式交互能力。 分析认为，该AI聊天机器人将是苹果AI市场翻身计划的核心。苹果2024年推出的Apple Intelligence平台 表现不佳，功能乏善可陈且推出缓慢。 受AI聊天机器人消息刺激，苹果股价一度上涨近2%，随后涨幅收窄。为该项目提供底层技术的谷歌母 公司Alphabet股价则上涨2%。 深度系统集成与功能扩展 据报道，全新AI聊天机器人将成为iOS 27、iPadOS 27（代号Rave）和macOS 27（代号Fizz）的主要新 增功能。 报道援引知情人士透露，苹果内部正将聊天机器人技术作为独立Siri应用进行测试，类似App Store中的 ChatGPT和Gemini，但不计划向用户提供该应用，而是将软件集成到整个操作系统中。 新 ...