港交所消息：1月6日， 摩根大通 公司持有的 赣锋锂业 （01772.HK）H股淡仓占比从2.24%降至 1.73%。 ...

Group 1 - The top three companies with the highest short positions are Vanke Enterprises (02202), Dongfang Electric (01072), and COSCO Shipping Holdings (01919), with short ratios of 18.81%, 18.09%, and 16.45% respectively [1][2] - The companies with the largest increase in short positions are Lens Technology (06613), Shangmei Co., Ltd. (02145), and Youran Dairy (09858), with increases of 2.38%, 0.97%, and 0.64% respectively [1][2] - The companies with the largest decrease in short positions are Sanhua Intelligent Control (02050), SenseTime-W (00020), and Ganfeng Lithium (01772), with decreases of -1.93%, -1.22%, and -1.06% respectively [1][2] Group 2 - The top ten companies with the highest short ratios include Hengrui Medicine (01276) at 15.21%, ZTE Corporation (00763) at 14.26%, and Ping An Insurance (02318) at 14.10% [2] - The companies with the most significant increase in short ratios also include China Merchants Bank (03968) at 7.77% and Laopu Gold (06181) at 4.27% [2] - The companies with the most significant decrease in short ratios also include Zhongchuang Zhiling (00564) at 4.15% and Weichai Power (02338) at 4.93% [2]

Group 1 - The core viewpoint of the articles highlights significant movements in the stock market, particularly in Hong Kong and the US, driven by various company announcements and market trends [1][2][3][5][6][7][8]. Group 2 - 万国数据-SW (09698) saw a rise of over 3.6% following the announcement of a successful C-round financing of $2 billion for its international business platform DayOne [1]. - 智谱 (02513) experienced a surge of over 24% on its second day of trading, becoming the first global large model stock listed on the Hong Kong Stock Exchange [1]. - 禾赛-W (02525) increased by over 3% after showcasing its latest lidar technology at CES 2026, along with updates on delivery volume and strategic partnerships [1]. - Lithium battery concept stocks rose, with 中创新航 (03931) up 4.74%, as the Ministry of Industry and Information Technology announced a meeting to regulate the battery industry [1]. - 快手-W (01024) gained over 2.3% as Goldman Sachs projected that its AI model upgrades would enhance overseas user recognition and revenue [2]. - 佳鑫国际资源 (03858) rose over 5.4% after announcing a mining service procurement agreement worth approximately 2.27 billion HKD [2]. - Gold stocks generally increased, with 山东黄金 (01787) up 6.01%, driven by geopolitical risks and expectations of interest rate cuts supporting gold prices [2]. - 九方智投控股 (09636) rose over 5.6% following the announcement of acquiring JF Financial Company Limited [3]. - 凌雄科技 (02436) surged by over 96.85%, with expectations of significant market penetration in the DaaS sector over the next five years [3]. - 理士国际 (00842) plummeted over 60% after announcing a plan to split and list on the US stock market [3]. - Buda Juice (BUDA.US) debuted on the US market with an 8.13% increase, focusing on fresh juice and health drinks [5]. - 虎牙 (HUYA.US) reached a five-and-a-half-month high, rising 14.47% after the successful launch of a new mobile game [5]. - Applied Digital (APLD.US) led gains in the crypto mining sector with a 250% year-over-year revenue increase [5]. - Critical Metals (CRML.US) saw a near 10% rise but later fell, having gained over 110% in the first five trading days of the year [6]. - 哔哩哔哩 (BILI.US) rose 6.51% as Morgan Stanley noted stable ad performance despite uncertain gaming prospects [6]. - Storage stocks fell, with SanDisk (SNDK.US) down 5.38%, amid concerns over the sustainability of AI-related capital expenditures [6]. - The space sector saw gains, with L3Harris Technologies (LHX.US) up 5.16% after a strategic sale [7]. - Chip stocks declined, with NVIDIA (NVDA.US) down 2.15%, reflecting broader market concerns [7]. - Precious metals stocks fell, with significant drops in silver and gold prices due to liquidity shocks [8].

Group 1 - Lithium battery concept stocks experienced a broad increase in early trading, with notable gains from companies such as Zhongxin Innovation (up 5.13% to HKD 26.62), Tianneng Power (up 4.02% to HKD 7.51), Ganfeng Lithium (up 3.49% to HKD 57.9), and Tianqi Lithium (up 1.21% to HKD 54.35) [1][1][1] - The Ministry of Industry and Information Technology (MIIT) announced a joint meeting on January 7 with the National Development and Reform Commission, the State Administration for Market Regulation, and the National Energy Administration to discuss the regulation of competition in the power and energy storage battery industry [1][1][1] - The meeting included 16 companies, comprising 13 power and energy storage battery firms and 3 system integrators, indicating a collaborative effort to address industry standards [1][1][1] - Industry organizations such as the China Automotive Power Battery Innovation Alliance and the China Chemical and Physical Power Industry Association participated in the meeting, advocating for self-regulation within the industry [1][1][1]

Core Viewpoint - Lithium battery concept stocks experienced a significant increase in early trading, indicating positive market sentiment towards the sector [1] Group 1: Stock Performance - Zhong Chuang Innovation (03931) rose by 5.13%, trading at 26.62 HKD [1] - Tianneng Power (00819) increased by 4.02%, trading at 7.51 HKD [1] - Ganfeng Lithium (002460) (01772) saw a rise of 3.49%, trading at 57.9 HKD [1] - Tianqi Lithium (002466) (09696) gained 1.21%, trading at 54.35 HKD [1] Group 2: Industry Developments - The Ministry of Industry and Information Technology (MIIT) announced a meeting on January 7, involving the MIIT, National Development and Reform Commission, State Administration for Market Regulation, and National Energy Administration to discuss the regulation of the power and energy storage battery industry [1] - The meeting included 16 companies, comprising 13 power and energy storage battery firms and 3 system integrators [1] - The China Automotive Power Battery Innovation Alliance and the China Chemical Physical Power Industry Association participated in the meeting, advocating for industry self-discipline [1]

Group 1 - The energy sector is experiencing a rise, with the China Securities New Energy Index increasing by 1.30% as of January 9, 2026, and key stocks such as Mingyang Smart Energy, Goldwind Technology, and Xiamen Tungsten rising by 10.03%, 9.99%, and 9.86% respectively [1] - The globalization and acceleration of intelligence in the new energy vehicle industry is expected to lead to a total export volume of 3.03 million units in 2026, representing a year-on-year growth of 34% and an increase in penetration rate to 45% [1] - AI technology is reshaping the in-car experience, becoming a key differentiator in the market, while advancements in smart driving technology and high-performance chips are accelerating the deployment of new architectures [1] - The demand for upgrading and replacing vehicles is driving consumption upgrades, with high-end vehicle markets outperforming economy models, and domestic brands showing significant potential for market share growth [1] - Despite intensified competition leading to profit pressure, the increase in exports, economies of scale, and local production capacity are expected to enhance the overseas profitability of automotive companies [1] Group 2 - The construction of a national unified electricity market is accelerating, with expected grid investments during the 14th Five-Year Plan period to exceed 4 trillion yuan, a significant increase from 2.8 trillion yuan during the 13th Five-Year Plan [2] - The main grid construction will support the interconnection of the national grid, which is a crucial foundation for building a unified national electricity market and will remain a key focus area [2] - As of December 31, 2025, the top ten weighted stocks in the China Securities New Energy Index include CATL, Sungrow Power, TBEA, LONGi Green Energy, Huayou Cobalt, EVE Energy, China National Nuclear Power, Ganfeng Lithium, Tianci Materials, and Three Gorges Energy, collectively accounting for 43.23% of the index [2]

证券日报网讯1月8日，赣锋锂业（002460）在互动平台回答投资者提问时表示，截至2025年12月31日， 公司A股股东人数为323054户。 ...

香港联交所最新资料显示，1月2日，小摩增持赣锋锂业（002460）(01772)118.3859万股，每股作价 53.6129港元，总金额约为6347.01万港元。增持后最新持股数目约为2510.39万股，最新持股比例为 5.19%。 ...

智通财经APP获悉，香港联交所最新资料显示，1月2日，小摩增持赣锋锂业(01772)118.3859万股，每股 作价53.6129港元，总金额约为6347.01万港元。增持后最新持股数目约为2510.39万股，最新持股比例为 5.19%。 ...

港交所消息：1月5日，摩根大通公司持有的 赣锋锂业 （）H股空头头寸从1.71%增至2.24%。 ...