更新 2月2日，据灯塔专业版上映日历信息，目前已有7部影片官宣定档2026年春节档。 新增加的有《惊蛰无声》、《星河入梦》、《熊猫计划之部落奇遇记》，以及宣布于大年初三全国重映的《重返·狼群》。 另据网络平台数据，截至2月1日15时26分，2026年年度票房已超20亿元。 一、事件：春节档 1月19日，电影《镖人》官宣定档2026春节，电影由袁和平执导，吴京、谢霆锋、李连杰、于适等主演的古装武侠片。 除《镖人》之外，目前确定定档春节档的还有韩寒导演，沈腾主演的《飞驰人生3》和《熊出没·年年有熊》；此外，沈腾主演的《欢迎来到龙餐馆》、贾玲 执导的《转念花开》，以及易烊千玺主演的《惊蛰无声》、《澎湖海战》等影片也有望锁定2026年春节档。 2026年的9天春节假期被称为"史上最长春节假期"，一直以来，春节档都是全年流量最大的黄金档期，一直是头部影视公司推出年度重磅影片的必争档期。 票房预测来看，《飞驰人生3》、《镖人》预测票房居前，25亿-30亿；紧随其后的有《惊蛰无声》、《转念花开》、《熊出没·年年有熊》等，票房预测在 10-20亿之间。 | 影片 | 票房预测 | 电影类型 | 主创 | 制作方/出品方 | ...

1）全球电力设备已进入漫长景气上行周期，IEA预测到2035年电网相关投资将增至约6500亿美元。需求高景气下输配电设备供应总体紧张，中国电力设备 制造商迎来黄金窗口，2025年1-11月电力变压器出口同比增速约45%以上，延续高增趋势。（中信建投） 2月2日，智能电网、特高压板块局部大涨。杭电股份、白云电器2连板，积成电子、保变电气、汉缆股份、大连电瓷、电科院、三变科技、森源电气、双杰 电气（20CM）等集体涨停，亿能电力、安靠智电、新特电力、红相股份、灿能电力等均涨超10%。 二、事件 1）据央视财经1月31日报道，当前全球AI算力建设进入爆发期，高功率、高稳定供电成为算力集群"生命线"，电力设备变压器升级为算力基础设施核心。其 从广东、江苏等地调研发现，大量变压器工厂处于满产状态，部分面向数据中心的业务订单排到2027年。 2）据媒体1月30日报道，美国电力监管机构北美电力可靠性协会(NERC)发布的一份最新报告显示，未来五年内，多达1.51亿美国人将面临电力短缺甚至全 面停电的风险，主要原因包括极端天气、天然气系统脆弱性以及AI热潮下的电力需求激增。 3）国家电网1月15日宣布，"十五五"期间公司固定 ...

润达医疗：公司联合华西医院、华为等合作伙伴共同推出的睿宾2，睿宾2中的"论界"智能体。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 公司方面，据上市公司互动平台表示， 创业慧康：公司与华为签署《智慧医疗行业集成合作协议》，旗下AI产品医生AI助手（MedCopilot）和 BsoftGPT平台在瑞安市人民医院成功试点上线。 在2月1日医疗人工智能协同创新论坛上，华为发布"行业AI梦工厂"智慧医疗专区，同时联合瑞金医院发 布RuiPath智慧病理一体机。 东北证券表示，全球医疗体系正面临前所未有的结构性矛盾；一方面，人口老龄化趋势持续加剧，医疗 服务需求激增；另一方面，医疗资源供给严重不足，WHO预测到2030年全球将出现千万级别的医护人 员缺口；在此背景下，以5G、物联网、云计算、大数据、人工智能为代表的新一代信息技术，正在成 为缓解供需矛盾。 国联民生指出，AI医疗逐渐从概念走向实际应用，医疗信息化企业正将AI能力嵌入病案管理、院感控 制等场景；据头豹研究院的数据，中国AI医疗市场规模到2028年将达到976亿元。从细分领域看，问诊 对话、健康评估与咨询、病历生成与结构 ...

Market Overview - Trump's nomination of Waller as Fed Chair sparked hawkish market expectations, leading to a rise in PPI inflation data and a decline in US stocks, with the S&P 500 down 0.43%, Dow Jones down 0.36%, and Nasdaq down 0.94% [1] - The dollar rose 0.84%, marking its largest single-day increase since May 2025, while gold prices plummeted by 10%, falling below $4900 [2] - The Nasdaq Golden Dragon China Index fell by 2.36%, with notable movements in Chinese stocks, including Yilong Energy soaring over 3000% and Kingsoft Cloud dropping 7% [1] Commodity and Bond Market - The 10-year US Treasury yield rose by 1.21 basis points, while the 2-year yield fell by 3 basis points [2] - Oil prices initially followed the downward trend of other commodities but later increased, with January seeing a rise of over 14%, marking the best monthly performance since July 2023 [3] AI and Technology Developments - Nvidia's CEO Jensen Huang confirmed the company's participation in a significant investment round for OpenAI, potentially the largest in history [7] - The FCC approved SpaceX's application to deploy a million satellites to create an AI data center network in orbit [8] - A German team developed a high-performance single-photon source, achieving a 92% interference visibility, a breakthrough for quantum communication [9][16] Domestic Developments - The Beijing Economic and Technological Development Zone Management Committee issued a plan to accelerate the construction of an AI city by 2026-2027, focusing on creating an open-source collaborative ecosystem [10] - The National Development and Reform Commission and the National Energy Administration announced a new pricing mechanism for energy storage, aiming to enhance the development of the storage sector [16] Stock Market Strategies - Analysts predict that the recent ETF redemption wave is ending, providing a recovery window for large-cap stocks, with a shift from small-cap to large-cap and from themes to quality [12] - The A-share market is expected to maintain upward momentum supported by favorable domestic fundamentals and policies, despite external disturbances [11] Company Earnings Forecasts - New Yi Sheng forecasts a net profit of 9.4 billion to 9.9 billion yuan for 2025, a year-on-year increase of 231.24% to 248.86% due to rising demand for high-speed products [19] - Guoxuan High-Tech anticipates a net profit of 2.5 billion to 3 billion yuan for 2025, benefiting from the rapid growth in the new energy vehicle and energy storage markets [20] - Zhongjin Company expects a net profit of 8.542 billion to 10.535 billion yuan for 2025, driven by robust growth in investment banking and wealth management sectors [21]

Group 1 - The article discusses two new IPOs: Yisiwei (科创板, 688816) and Aide Technology (北交所, 92018) [2][3] - Yisiwei has a total market value of 4.196 billion and an issuance price-earnings ratio of 90.39, with a significant focus on machine vision equipment in the automotive manufacturing sector [2][3] - Aide Technology has a total market value of 679.5 million and an issuance price-earnings ratio of 14.98, primarily engaged in orthopedic consumables and medical device R&D [3][4] Group 2 - Yisiwei's revenue for the past three years shows a growth trend, with projected revenue of 392 million in 2024 (+10.58%) and a notable increase in net profit in 2023 (+58.98%) [3] - Aide Technology's revenue for the past three years indicates a slight decline in 2023 (-8.39%), with projected revenue of 301 million in 2025 (+9.45%) [4] - Both companies are focusing on expanding their production capabilities and R&D centers, with Yisiwei targeting machine vision product industrialization and Aide Technology focusing on orthopedic consumables expansion [3][4]

据人民日报2月1日报道，当前全球AI算力建设进入爆发期，高功率、高稳定供电成为算力集群"生命 线"，电力设备变压器升级为算力基础设施核心。记者在广东、江苏等地调研发现，大量变压器工厂处 于满产状态，部分面向数据中心的业务订单排到2027年。 保变电气：公司主导产品为110kV-1000kV超高压、大容量变压器，尤其在高电压、大容量变压器以及 特高压交、直流变压器制造领域具有较强的市场竞争力。 全球AI算力中心爆发式增长使变压器成稀缺资源，美国市场交付周期从50周延长至127周。佛山某电气 设备企业营销负责人李霞表示，相对欧美的交付周期，该企业不到五分之一，目前订单充沛，希望将海 外营收占比提升至50%及以上。长三角的江苏某变压器工厂订单同样排至2027年底，国内首台全绝缘超 高压大容量变压器近日发往北美市场。 *免责声明：文章内容仅供参考，不构成投资建议 中信建投证券表示，全球电力设备已进入漫长景气上行周期，IEA预测到2035年电网相关投资将增至约 6500亿美元。需求高景气下输配电设备供应总体紧张，中国电力设备制造商迎来黄金窗口，2025年1-11 月电力变压器出口同比增速约45%以上，延续高增趋势。 * ...

此外，海外Agent产品Clawdbot大火，国联民生认为，其"科技通胀"只是开始，其所代表的边缘AI或才 是让AI应用"飞入寻常百姓家"的胜负手。AI上游（算力、存储）高景气的持续验证仍是本轮AI浪潮 的"前浪"——市场仍然关切AI产业链的下游，即终端应用的落地与跑通。 公司方面，据上市公司互动平台、官网表示， 天融信：公司已与腾讯混元大模型开展合作，另外与腾讯在威胁情报、大模型安全、云安全、隐私计 算、智慧城市等多方向展开合作。 2月1日，腾讯旗下AI应用元宝正式上线总规模约10亿元的春节现金红包活动，这是腾讯在AI领域迄今 为止规模最大的C端补贴动作。值得关注的是，同日腾讯元宝App升至苹果商店免费App第一名。 腾讯此前在内部会议与公开场合多次强调，希望通过这次春节红包节点，重现当年微信红包带动支付普 及的入口效应。与此同时，2月1日百度APP文心助手春节红包活动目前已有近5000万人次使用AI功能抢 红包，其中拍照搜万物、AIGC视频创作等功能最受用户青睐。 东莞证券表示，国内互联网巨头同时重押春节档，抢占C端AI流量入口，标志着AI应用竞争进入新阶 段，互联网巨头借助AI红包等活动，有望加速AI应 ...

Industry Insights - The National Development and Reform Commission and the National Energy Administration have issued a notice to improve the capacity pricing mechanism for power generation, specifically for coal, gas, pumped storage, and new energy storage [1] - The notice allows localities to establish independent capacity pricing mechanisms for new energy storage based on local coal power capacity pricing standards, discharge duration, and peak contribution [1] - Experts believe that energy storage is a current bottleneck in the power system, and independent energy storage construction can effectively address this issue, thereby promoting the development of the energy storage sector [1] Company Highlights - Sunshine Power is expected to see a 70% year-on-year increase in energy storage shipments in the first three quarters of 2025, with overseas shipments rising from 63% to 83% [1] - Southern Power Grid Energy Storage, a subsidiary of Southern Power Grid, is steadily developing its pumped storage and independent energy storage operations and is likely to benefit from the high growth potential of the new energy storage industry [1]

科大国创：公司通过参股投资方式前瞻布局了量子科技产业优质企业，并积极推动量子软件方向的协同 与合作。同时，依托"科大系"企业在产学研上的优势积累，公司积极与合作伙伴共同探索量子计算与经 典计算融合的相关软件技术。 *免责声明：文章内容仅供参考，不构成投资建议 据证券时报报道，来自德国斯图加特大学与维尔茨堡大学团队宣布，他们成功演示了一种在通信C波段 工作的高质量单光子源，实现了按需产生单光子，并取得接近92%的双光子干涉可见度。这一结果被认 为是面向可扩展光子量子计算和量子通信的重要进展。相关研究成果已于1月30日发表在《Nature Communications》上。 公司方面，据证券时报表示， 国盾量子：公司是国内量子科技绝对龙头，业务覆盖量子通信、量子计算和量子精密测量三大领域。 政策、资金及技术三重驱动下，量子产业已进入技术突破、应用探索、产业培养同步推进的关键期。政 策层面，量子科技的定位已提升至前所未有的战略高度，此前连续三年被写入政府工作报告，"十五 五"规划建议更是将量子科技置于未来产业布局的首位。资金层面，截至2025年第三季度，全球量子科 技融资总额约349亿元，超过前两年总和并创下历史新 ...

Group 1: Energy Storage - The National Development and Reform Commission and the National Energy Administration have issued a notice to improve the capacity pricing mechanism for power generation, including coal, gas, pumped storage, and new energy storage [1] - Experts indicate that energy storage is a bottleneck in the current power system, and independent energy storage construction can effectively address this issue [1] - Dongguan Securities believes that the flexible adjustment capabilities of new energy storage in China are increasingly prominent, enhancing the development of renewable energy and improving the stability of the power system [1] Group 2: Transformers - Research in Guangdong and Jiangsu shows that many transformer factories are operating at full capacity, with some orders for data center-related transformers extending to 2027 [2] - The global demand for AI computing power is driving the transformer industry, with delivery times in the U.S. increasing from 50 weeks to 127 weeks [2] - By 2025, China's transformer export value is expected to reach 64.6 billion yuan, a nearly 36% increase from 2024 [2] Group 3: AI Applications - Tencent's AI assistant product, Yuanbao, has topped the free app rankings in the Apple Store, indicating strong competition in the AI social networking space [3] - Open-source securities suggest that domestic large model manufacturers are enhancing user and revenue scales through frequent model iterations and leveraging social effects from the Spring Festival [3] Group 4: Space Computing - SpaceX is applying to launch and operate a constellation of up to 1 million satellites with unprecedented computing capabilities to support advanced AI [4] - The satellite deployment aims to operate in narrow orbital shells and will utilize solar power and optical links to connect with existing networks [4] Group 5: Quantum Computing - A team from Germany has successfully demonstrated a high-quality single-photon source operating in the communication C-band, achieving a nearly 92% visibility in two-photon interference [5] - The global quantum technology financing is projected to reach approximately 34.9 billion yuan by Q3 2025, surpassing the total of the previous two years [5] - The quantum computing market is expected to grow from $5 billion in 2024 to over $800 billion by 2035, with a compound annual growth rate exceeding 55% [5] Group 6: Macro and Industry News - The manufacturing purchasing managers' index in China for January 2026 is reported at 49.3%, a decrease of 0.8 percentage points from the previous month [6] - The Beijing Economic and Technological Development Zone has issued a plan to accelerate the construction of an AI city from 2026 to 2027 [6] - The National Health Commission has approved a pilot program for internet diagnosis and treatment in Beijing [6] Group 7: Market Performance - Several companies have reached historical highs, including Zhishang Technology (20% increase), Sikan Technology (20% increase), and Kexin Technology (19.99% increase) [10][11] - The performance of companies in sectors such as optical communication, 3D printing, and storage has shown significant growth, indicating strong market interest [10][11]