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港股收评:恒指涨0.45%!商业航天、光伏板块爆发,航空股低迷
Ge Long Hui· 2026-01-23 08:55
Market Overview - The Hong Kong stock market indices collectively rose on January 23, with the Hang Seng Index increasing by 0.45% to 26,749 points, the Hang Seng China Enterprises Index up by 0.51%, and the Hang Seng Tech Index rising by 0.62% [1][2]. Key Stock Movements - Major tech stocks saw gains, with Xiaomi Group and Kuaishou both rising nearly 3%, Alibaba up over 2%, and JD.com and Meituan also showing increases [2][4]. - The commercial aerospace sector experienced significant gains, with JunDa shares soaring over 51% following the launch of six platforms related to commercial aerospace in Beijing [6]. - Brain-computer interface stocks were active, with Lens Technology rising over 9% [7]. - Gold stocks continued to strengthen, with Zijin Mining International increasing by over 8% as gold prices reached new highs [9]. - Solar energy stocks surged, with Keyuan New Energy rising over 14% and several others following suit [10]. Sector Performance - The commercial aerospace sector led the market with notable gains, driven by the launch of new platforms aimed at enhancing the industry [6]. - The brain-computer interface sector showed strong activity, supported by advancements in flexible chip technology [7]. - Gold stocks benefited from rising gold prices, which reached a historical high of $4,940.78 per ounce [9]. - The solar energy sector was buoyed by positive remarks from Tesla's CEO regarding solar capacity expansion [10]. Individual Stock Highlights - JunDa shares rose by 51.40% to 39.00, while other aerospace-related stocks also saw significant increases [6]. - Lens Technology increased by 9.36% to 31.78, reflecting strong interest in brain-computer interface technologies [8]. - Zijin Mining International rose by 8.43% to 205.80, benefiting from the surge in gold prices [9]. - Keyuan New Energy saw a rise of 14.44% to 4.36, reflecting optimism in the solar energy market [11]. Future Outlook - The Hong Kong stock market is expected to see a recovery in profit growth by mid-2026, with a slowdown in competition among internet platforms and a reduction in the drag from non-essential consumer spending [26].
一图看懂公募2025持仓变迁
天天基金网· 2026-01-23 08:52
Core Viewpoint - The public fund holdings in 2025 show a significant shift towards technology growth sectors, moving away from traditional consumer and financial sectors [9][10]. Group 1: Changes in Top Holdings - Ningde Times consistently ranked as the top holding throughout 2025, with a market value of 146.8 billion in Q1, 142.7 billion in Q2, 207.1 billion in Q3, and 181.9 billion in Q4 [3]. - Guizhou Moutai, a traditional consumer staple, saw a decline in its ranking and market value, dropping from second place at the beginning of the year to fifth by Q4 [10]. - Tencent Holdings maintained a relatively stable position, fluctuating between second and fourth place [10]. - Notable rises in rankings were observed for Zhongji Xuchuang and Xinyi Sheng, both of which entered the top ten in Q3 and continued to rise in Q4, indicating a strong interest in AI-related stocks [10]. Group 2: Changes in Industry Holdings - The electronics sector remained the top industry for public fund holdings across all four quarters of 2025, with investment values increasing from 518.9 billion in Q1 to 774.5 billion in Q4 [6]. - The food and beverage sector declined from second place in Q1 to seventh place by Q4, reflecting a shift in investor preference [12]. - The medical and biological sector, which ranked high in the first three quarters, was overtaken by the electric equipment and communication sectors in Q4 [12]. - The electric equipment sector improved its ranking from fourth to second place by Q4, while the communication sector rose from outside the top ten to third place [12]. - Non-bank financial and banking sectors experienced an overall decline in rankings, while the non-ferrous metals sector entered the top six in Q4 [13].
港股收盘|恒指涨0.45% 商业航天概念股活跃
Di Yi Cai Jing· 2026-01-23 08:26
Core Viewpoint - The Hang Seng Index closed at 26,749.51 points, up 0.45%, while the Hang Seng Tech Index closed at 5,798.01 points, up 0.62% [1] Group 1: Stock Performance - Gold stocks led the gains, with Zijin Mining International rising over 8% and Chifeng Jilong Gold Mining increasing over 7% [1] - Commercial aerospace concept stocks were active, with Junda Co., Ltd. surging over 51% and Asia-Pacific Satellite rising over 14% [1] - Most technology stocks saw increases, with Xiaomi Group up 2.84%, Alibaba up 2.25%, and JD Group up 0.79% [1]
果然财经 | 小米二手车一年跌十万?业内人士:正常
Qi Lu Wan Bao· 2026-01-23 08:14
果然财经 | 小米二手车一年跌十万?业内人士:正常 暂无评论 鲁ICP备15022957号-13 鲁公网安备 37010202002220号 鲁新网备案号201000101 电信增值业务许可证: 鲁B2-20120085 热门评论我要评论 微信扫码 移动端评论 最近,网上关于小米二手车价格崩盘的声音传得沸沸扬扬。这一次,许久不发声的雷军亲自下场回 应:"小米二手车保值率为80.1%,处于行业头部水平。"与此同时,首批YU7车主正经历着从订单锁定 到实际提车的五味杂陈。舆论场的巨大声浪,究竟折射出小米汽车的何种真实境遇?小米二手车市场真 的崩盘了吗?带着诸多疑问,记者探访济南二手车市场,感受小米汽车的真实境遇。 果然财经 | 小米二手车一年跌十万?业内人士:正常 大众报业·齐鲁壹点14:46 齐鲁晚报·齐鲁壹点 版权所有(C) All Rights Reserved 联系电话:0531-82625462邮箱: 1790179766@qq.com ...
小米取得用于接收MBS的CFR确定方法专利
Jin Rong Jie· 2026-01-23 07:23
Group 1 - The core point of the article is that Beijing Xiaomi Mobile Software Co., Ltd. has obtained a patent for a method and device related to CFR, with the patent number CN114009111B, applied for on September 2021 [1] - Beijing Xiaomi Mobile Software Co., Ltd. was established in 2012 and is primarily engaged in software and information technology services, with a registered capital of 148.8 million RMB [1] - The company has made investments in 4 enterprises, participated in 150 bidding projects, and holds 5000 patent information records, along with 123 administrative licenses [1]
荣耀、倍思等超50家品牌集体签约阿里速卖通
Xin Lang Cai Jing· 2026-01-23 07:21
新浪科技讯 1月23日下午消息,继小米宣布将阿里速卖通AliExpress作为其品牌出海首选阵地后,近 日,包括荣耀、倍思、努比亚等超50家品牌集结深圳,集体签约速卖通"超级品牌出海计划"。 据悉,当天参与签约的品牌主要是消费电子、智能硬件、智能家电等高科技、高附加值类目,包括:游 戏手柄Top品牌GameSir、笔电Top品牌驰为、三防手机Top品牌CUBOT、亚马逊家居大卖致远科技、以 及已经在速卖通上成长为波兰国民级品牌的ILIFE等。 据悉,当天参与签约的品牌主要是消费电子、智能硬件、智能家电等高科技、高附加值类目,包括:游 戏手柄Top品牌GameSir、笔电Top品牌驰为、三防手机Top品牌CUBOT、亚马逊家居大卖致远科技、以 及已经在速卖通上成长为波兰国民级品牌的ILIFE等。 责任编辑:杨赐 责任编辑:杨赐 新浪科技讯 1月23日下午消息,继小米宣布将阿里速卖通AliExpress作为其品牌出海首选阵地后,近 日,包括荣耀、倍思、努比亚等超50家品牌集结深圳,集体签约速卖通"超级品牌出海计划"。 ...
新一代小米SU7,预售半月订单近10万
财联社· 2026-01-23 06:47
Core Viewpoint - The new generation Xiaomi SU7 has generated significant market interest despite a price increase, with strong pre-order numbers indicating robust demand for the vehicle [1][4]. Group 1: Market Response - Since the pre-order launch on January 7, the new generation Xiaomi SU7 has received nearly 100,000 orders across approximately 477 stores [4]. - In Beijing, one store reported over 400 pre-orders, while another noted around 200 orders, showcasing strong customer engagement [1]. - In Shanghai and Wuhan, each store has surpassed 100 orders, with sales staff managing over 10 orders each [3]. Group 2: Production and Delivery Strategy - Xiaomi has shifted to a "current vehicle sales" model for existing SU7 models to clear inventory, while prioritizing production capacity for the new generation SU7 [4]. - The company aims to avoid the long delivery times experienced with the previous model, Xiaomi YU7, by implementing a pre-order phase to gauge demand and manage supply chain effectively [4]. Group 3: Marketing and Transparency - Xiaomi has initiated a marketing campaign three months ahead of the new generation SU7's expected launch in April, with CEO Lei Jun conducting multiple live streams to promote the vehicle [5]. - The company is committed to transparency in its marketing, simplifying promotional materials and providing clear specifications, such as specific voltage ratings for the new vehicle [5]. Group 4: Future Goals and Product Line - Xiaomi's cumulative delivery target for 2026 is set at 550,000 vehicles, with plans to introduce two new models, including the new generation SU7 and an unannounced Xiaomi YU7 ULTRA [6]. - The new generation SU7 is positioned as a key product in Xiaomi's strategy, which includes a commitment of at least 200 billion yuan for technology research and development over the next five years [5][6].
港股小米集团-W盘中涨超3%
Mei Ri Jing Ji Xin Wen· 2026-01-23 06:45
每经AI快讯,小米集团-W(01810.HK)盘中涨超3%,截至发稿,涨2.5%,报36.12港元,成交额44.56亿 港元。 ...
港股异动 | 小米集团-W(01810)盘中涨超3% 拟最高回购25亿港元股份
智通财经网· 2026-01-23 06:37
智通财经APP获悉,小米集团-W(01810)盘中涨超3%,截至发稿,涨2.5%,报36.12港元,成交额44.56 亿港元。 消息面上,1月22日,小米集团发布公告称,拟购回不超过25亿港元的公司B类普通股。购回计划将自1 月23日起,持续至2026年股东周年大会前一日、购回总额达25亿港元或协议提前终止三者中最早发生之 日。小米集团认为,实施自动股份购回计划可展示本公司对自身业务前景充满信心,符合公司及股东的 整体最佳利益。公司其后将注销自动股份购回计划下购回的股份。 ...
小米取得多面板波束协同管理能力相关专利
Jin Rong Jie· 2026-01-23 06:17
Group 1 - The core point of the article is that Beijing Xiaomi Mobile Software Co., Ltd. has obtained a patent for a method and device related to capability acquisition and reporting, with the patent announcement number CN115315901B and an application date of March 2021 [1] Group 2 - 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 company has a registered capital of 148.8 million RMB [1] - According to data analysis, the company has invested in 4 enterprises, participated in 150 bidding projects, and holds 5000 patent records, along with 123 administrative licenses [1]