【回购/增减持】 中国交通建设(01800)1月19日斥资1063.79万元回购126.7万股A股 快手-W(01024)1月19日耗资约2996.04万港元回购39.2万股 顺丰控股(06936)1月19日斥资5234.3万元回购135.5万股A股 舜宇光学科技(02382)1月19日斥资7881.2万港元回购122万股 小米集团-W(01810)1月19日斥资1.46亿港元回购400万股 【回购/增减持】 中国交通建设(01800)1月19日斥资1063.79万元回购126.7万股A股 快手-W(01024)1月19日耗资约2996.04万港元回购39.2万股 顺丰控股(06936)1月19日斥资5234.3万元回购135.5万股A股 舜宇光学科技(02382)1月19日斥资7881.2万港元回购122万股 小米集团-W(01810)1月19日斥资1. ...

责任编辑：王翔 小米创办人雷军1月19日深夜发文称，Turbo 5 Max，9000mAh 超大容量电池，迄今最大小米金沙江电 池。894Wh/L 小米史上最大能量密度，让高性能尽情释放。权威媒体续航榜实测，9000mAh大电量， 实现比肩 10000mAh续航！Turbo 5 Max 的实力，强得有点离谱。 小米品牌总经理卢伟冰19日宣布，2026全网首个"测到死" 直播——Turbo 5 Max 续航耐力赛，20日9点 开赛。Turbo 5 Max将以 9000mAh迎战友商9000mAh，甚至正面硬刚10000mAh机型。 小米品牌总经理卢伟冰19日宣布，2026全网首个"测到死" 直播——Turbo 5 Max 续航耐力赛，20日9点 开赛。Turbo 5 Max将以 9000mAh迎战友商9000mAh，甚至正面硬刚10000mAh机型。 责任编辑：王翔 小米创办人雷军1月19日深夜发文称，Turbo 5 Max，9000mAh 超大容量电池，迄今最大小米金沙江电 池。894Wh/L 小米史上最大能量密度，让高性能尽情释放。权威媒体续航榜实测，9000mAh大电量， 实现比肩 10000mAh续航！ ...

国家知识产权局信息显示，北京小米移动软件有限公司取得一项名为"下行控制信息DCI接收、发送方 法及装置、存储介质"的专利，授权公告号CN115462033B，申请日期为2022年7月。 天眼查资料显示，北京小米移动软件有限公司，成立于2012年，位于北京市，是一家以从事软件和信息 技术服务业为主的企业。企业注册资本148800万人民币。通过天眼查大数据分析，北京小米移动软件有 限公司共对外投资了4家企业，参与招投标项目149次，专利信息5000条，此外企业还拥有行政许可123 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。 本文源自：市场资讯 作者：情报员 ...

机器人板块自去年 10 月起呈现震荡上行态势，受益于强劲的内需和机 器人供应商与北美大客户的深度合作，预计一季度板块仍有上行概率。 核心北美系链公司如三花拓普、恒力、永泰等老牌企业稳健性强，值得 关注；新进供应商如森林、恒辉等公司的发展和资金变化可能对市场产 生影响。 国产机器人公司借壳或 IPO 上市将推动产品更新和销量增长，小鹏、小 米、华为等产业链发展潜力巨大，2024 年或为国产机器人大规模量产 的拐点。 2026 年机器人应用场景将更加广泛，物流（德玛、永创）、电力（易 家和）和消防（青鸟）等领域值得重视，国产机器人上市潮也将带动应 用场景发展。 TPU 材料因其耐磨、耐油、高弹性等特性，在人形机器人整机厂中成为 趋势，用于替代外部或内部金属结构件，小鹏汽车及特斯拉已新增相关 职位。 Q&A 机器人板块掘金 20260119 摘要 TPU 材料在机器人外壳保护、仿生肌肉包覆、脚部缓冲垫和关节密封等 方面具有显著优势，智源灵犀机器人已采用黄色 TPU 足部材料实现减震 保护。 市场对 TPO 材料在机器人中的应用预期较高，凯众股份、永太科技和明 基视讯等公司在 TPO 材料端具有优势，并已在大客户处占 ...

Group 1 - The core point of the article is that Beijing Xiaomi Mobile Software Co., Ltd. has obtained a patent for a "positioning method and device," with the authorization announcement number CN115804119B, and the application date was July 2021 [1] - Beijing Xiaomi Mobile Software Co., Ltd. was established in 2012 and is located in Beijing, primarily engaged in software and information technology services [1] - The registered capital of Beijing Xiaomi Mobile Software Co., Ltd. is 148.8 million RMB [1] Group 2 - The company has made investments in 4 enterprises and has participated in 149 bidding projects [1] - The company holds 5000 patent information records and has 123 administrative licenses [1]

Economic Overview - In 2025, China's GDP reached 1401879 billion yuan, growing by 5% year-on-year, with quarterly growth rates of 5.4%, 5.2%, 4.8%, and 4.5% respectively [2] - The industrial added value increased by 5.9%, while the service sector grew by 5.4%. Retail sales totaled 501202 billion yuan, up by 3.7% [2] - Fixed asset investment decreased by 3.8%, with a notable decline in real estate investment [3] Trade and Investment - Canada has reduced the import tax on Chinese electric vehicles to 6.1%, allowing an annual quota of 49,000 vehicles, which is a significant policy shift aimed at filling market gaps [4][5] - The adjustment in tariffs is expected to enhance the competitiveness of Chinese electric vehicles in the Canadian market, which has seen a decline in sales due to high costs and tariffs [5] Real Estate Market - In December 2025, new home prices in first-tier cities fell by 0.3%, with a notable increase in Shanghai, while overall new home sales area decreased by 8.7% year-on-year [6] - The real estate market is still in a bottoming phase, with a significant reduction in new supply and ongoing inventory pressure [7] Mobile Phone Industry - Several smartphone manufacturers, including Xiaomi and OPPO, have lowered their annual shipment forecasts due to rising storage costs, with reductions exceeding 20% for some brands [8] - The impact of rising storage prices is uneven across manufacturers, with larger firms like Apple and Samsung less affected [9] Solar Industry - Nine leading solar companies, including LONGi Green Energy and Tongwei Co., have announced expected losses for 2025, with Tongwei projecting a loss of 90 to 100 billion yuan [10] - The solar industry is facing significant challenges, including high inventory levels and price competition, leading to a prolonged period of losses [11] Wealth Disparity - The global wealth of billionaires reached a record 18.3 trillion USD in 2025, with a 16% increase in total wealth, highlighting a growing wealth gap amid stagnant poverty reduction efforts [12][13] - The AI sector's growth has significantly contributed to the increase in billionaire wealth, while ordinary residents face declining purchasing power due to inflation [13] Space Tourism - A startup has announced the opening of reservations for the world's first lunar hotel, aiming to begin operations by 2032, although the feasibility of such a project remains uncertain [14][15]

智通财经APP获悉，友邦保险-R(81299)、安踏体育-R(82020)、新鸿基地产-R(80016)上一交易日沽空比 率位于前三位，分别为100.00%、100.00%、87.50%。小米集团-W(01810)、阿里巴巴-W(09988)、泡泡 玛特(09992)的沽空金额位居前三，分别为17.12 亿元、12.46 亿元、7.61 亿元。中联重科(01157)、康龙 化成(03759)、友邦保险-R(81299)的偏离值位居前三，分别为35.63%、33.65%、32.22%。 前十大沽空比率排行 | 股票名称 | 沽空金额 | 沽空比率↓ | 偏离值 | | --- | --- | --- | --- | | 友邦保险-R(81299) | 26.64 万元 | 100.00% | 32.22% | | 安踏体育-R(82020) | 1.46 万元 | 100.00% | 16.25% | | 新鸿基地产-R(80016) | 35.03 万元 | 87.50% | 23.94% | | 商汤-WR(80020) | 113.03 万元 | 84.11% | 30.56% | | 比亚迪股份-R(8 ...

Core Insights - Xiaomi's automotive factory in Beijing has become a significant attraction, with a focus on industrial tourism, showcasing advanced manufacturing capabilities and efficiency [1][2] - The factory's production line can manufacture a car in just 76 seconds, highlighting the effectiveness of automation and technology in the manufacturing process [1] - The factory has received over 130,000 visitors in 2025, serving as an educational platform for students and families, enhancing public perception of Chinese manufacturing [1] Group 1 - The factory features advanced technology such as a 9,100-ton integrated die-casting machine and over 700 robotic arms, demonstrating cutting-edge manufacturing processes [1][2] - Xiaomi has successfully integrated cultural and tourism elements into its operations, with merchandise sales exceeding 200,000 units and catering services attracting 70,000 visitors [2] - Due to high demand, the factory has increased its monthly visitor capacity from 10,000 to 25,000 and plans to add a go-kart experience area [2] Group 2 - The concept of "transparent manufacturing" is being effectively implemented, allowing visitors to witness key processes like AI quality inspection and body casting, countering negative perceptions of new automotive entrants [2] - International visitors, including students from Columbia University, have expressed that the factory experience has changed their views on "Made in China" products, emphasizing the high standards of Chinese manufacturing [2]

New Car Launches - Aito M7 extended range version launched with a price range of 299,800 to 319,800 yuan, featuring a single motor with 227 kW and a CLTC range of 327 km, improving from 315 km [1][3][5] - The new Arcfox Kaola S launched with a price range of 99,800 to 119,800 yuan, offering an 8-year or 150,000 km battery warranty and a CLTC range of 520 km [1][5][11] - Wuling Star 560 launched with plug-in hybrid and pure electric versions priced at 91,800 and 98,800 yuan respectively, featuring a design inspired by the Hongguang X concept car [1][13][17] - Leado L60 "Ma Dao Cheng Gong" version launched at 218,900 yuan, maintaining similar design and features to existing models [1][21][23] Company Developments - Lantu Motors signed a strategic cooperation agreement with Yiwang to enhance collaboration in smart driving and marketing [1][28][30] - BAIC New Energy announced L3 and L4 strategic achievements, with the Alpha S (L3 version) starting trial operations in designated areas [1][32][34] - Tesla will shift its Full Self-Driving (FSD) to a subscription model starting February 14, 2024, with current buyout prices at 8,000 USD in the US and 64,000 yuan in China [1][37][38] - Honda announced a new logo for its electric and hybrid vehicles, set to be applied to future models [1][39][40] - Great Wall Motors launched the "Guiyuan" AI platform, compatible with multiple powertrains, aiming to reduce production costs and meet diverse market needs [1][41][45] - Chery unveiled its AI strategy, focusing on making advanced driving features accessible in lower-priced models [1][46][48] Industry News - The Ministry of Industry and Information Technology outlined key tasks for the 2026 new energy vehicle sector, emphasizing technology development and market regulation [1][59][62] - Porsche's global deliveries in 2025 reached 279,449 units, a 10% decline, with significant drops in the Chinese market [1][55][56][58] - The new Xiaomi SU7 set a record in a 24-hour endurance race, covering 4,264 km, showcasing advancements in electric vehicle technology [1][49][51][54]

Group 1: Major Developments - 康耐特光学 (02276) and 歌尔光学 plan to establish a joint venture to expand the application market for customized lenses in AI/AR/VR/MR glasses [1] - 圣贝拉 (02508) and 云迹科技 signed a strategic cooperation framework agreement to explore the deep integration and application of artificial intelligence and robotics in high-demand home care scenarios [1] - KKCG Maritime intends to initiate a voluntary conditional partial public acquisition offer to acquire 15.4% of 法拉帝 (09638) shares [1] - 远大医药 (00512) announced that the new drug application for the innovative radiolabeled drug TLX591-CDx has been accepted by the China National Medical Products Administration [1] - 艾美疫苗 (06660) received approval to conduct clinical trials for a 20-valent pneumococcal polysaccharide conjugate vaccine [1] - 中国东方航空股份 (00670) sold the 凯迪克大厦 in Shanghai and related assets to 东航置业 for approximately 134 million yuan [1] - 佑驾创新 (02431) signed a memorandum of understanding with India's leading automotive parts manufacturer STL [1] - 南山铝业国际 (02610) plans to develop electrolytic aluminum and related raw materials and supporting businesses [1] Group 2: Financial Performance - 顺丰控股 (06936) reported a total revenue of 27.339 billion yuan from its express logistics, supply chain, and international businesses in December, representing a year-on-year increase of 3.41% [2] - 美丽田园医疗健康 (02373) issued a profit warning, expecting adjusted net profit for 2025 to be no less than 380 million yuan, a year-on-year increase of at least 40% [2] - 中国太平 (00966) issued a profit warning, anticipating a year-on-year increase of approximately 215% to 225% in shareholder profit for the 2025 fiscal year [2] - 吉宏股份 (02603) issued a profit warning, expecting a net profit attributable to shareholders of approximately 273 million to 291 million yuan for 2025, a year-on-year increase of 50% to 60% [2] - 兖煤澳大利亚 (03668) reported a fourth-quarter coal sales volume of 10.8 million tons, a year-on-year increase of 4% [2] - 兖矿能源 (01171) reported a fourth-quarter commodity coal production of 46.51 million tons, a year-on-year increase of 4.4% [2] - 深圳控股 (00604) projected a total contract sales amount of approximately 13.311 billion yuan for 2025, a year-on-year decrease of 21.55% [2] - 上海石油化工股份 (00338) issued a profit warning, expecting a net loss attributable to shareholders of approximately 1.289 billion to 1.576 billion yuan for 2025, indicating a shift from profit to loss [2] - 上海石油化工股份 (00338) reported gasoline sales revenue of 24.656 billion yuan for 2025 [2]