华福证券指，根据precedence research，2024年全球脑机接口市场规模约为26.2亿美元，预计2025年将达 到29.4亿美元，到2034年有望增长至124亿美元，十年间复合年增长率为17.35%；据工信微报，2024年 中国脑机接口市场规模为32.0亿元，预计到2028年将达61.4亿元。《中共中央关于制定国民经济和社会 发展瞻布局未来产业，推动脑机接口等成为新的经济增长点。这些产业蓄势发力，未来10年将再造一个 中国高技术产业。 消息面上，据报道，脑机接口公司强脑科技以保密形式提交香港IPO申请。此前，强脑科技完成约20亿 元融资，在脑机接口领域创下除Neuralink外的全球第二大融资纪录。值得关注的是，此前马斯克宣布 2026年将启动脑机接口设备大规模生产，并推进全自动化手术方案，还表示有信心帮助瘫痪者恢复全身 功能。 脑机接口概念股拉升，截至发稿，微创脑科学(02172)涨8.15%，报13.53港元；南京熊猫（600775）电子 股份(00553)涨7.38%，报6.26港元；蓝思科技（300433）(06613)涨5.07%，报30.26港元。 ...

该UTG由蓝思联合玻璃原片厂开发，通过特殊玻璃配方与表面处理工艺，使其具备抗原子氧侵蚀、抗 紫外老化能力，可用于HJT与钙钛矿电池的封装保护层。蓝思同时展示了其在折叠屏领域积累的化学强 化与纳米级镀膜技术在航天环境中的适配能力，以应对火箭发射阶段的剧烈震动与太空环境的长期可靠 性要求。 智通财经APP获悉，蓝思科技(06613)早盘涨超6%，截至发稿，涨4.24%，报30.16港元，成交额2.11亿港 元。 消息面上，据3C供应链报道，蓝思科技在CES 2026上首次系统性呈现覆盖航天、具身智能、AI数据中 心、AI终端与智能座舱五大方向的全栈式AI硬件生态。其中，公司创新研发的航天级超薄柔性玻璃 UTG光伏封装，成为低轨卫星互联网领域的焦点。据悉，该UTG玻璃厚度为30μm至50μm，能够弯折至 R1.5mm，面向低轨卫星太阳翼从刚性板向卷迭式与折叠式柔性太阳翼(ROSA类结构)的演进需求。 ...

| 股票名称 | 上一次空仓比 | 最新空仓比 | 增加值↓ | | --- | --- | --- | --- | | 蓝思科技(06613) | 7.51% | 9.88% | 2.38% | | 上美股份(02145) | 1.69% | 2.67% | 0.97% | | 优然牧业(09858) | 1.38% | 2.02% | 0.64% | | 招商银行(03968) | 7.16% | 7.77% | 0.61% | | 老铺黄金(06181) | 3.67% | 4.27% | 0.60% | | 东方电气(01072) | 17.51% | 18.09% | 0.58% | | 微创机器人-B(02252) | 1.06% | 1.53% | 0.47% | | 中国中免(01880) | 7.61% | 8.05% | 0.44% | | 农业银行(01288) | 1.86% | 2.30% | 0.44% | | 东阳光药(06887) | 4.01% | 4.43% | 0.43% | 未平仓空仓比减少最大的10只股票 智通财经APP获悉，截止1月2日，未平仓空单比位列前三位为万科 ...

客户端 蓝思科技（06613）早盘股价上涨9.24%，报28.86港元，成交额3.23亿港元。 近日有媒体报道称，"杭州六小龙"之一的强脑科技完成约20亿元融资，在脑机接口领域创下除Neuralink 外的全球第二大融资纪录。1月8日，强脑科技表示："确实完成融资，相关细节请以公司正式发布的信 息为准。募集资金将用于全力加速脑机接口核心技术研发、极限工程突破、产品规模化、量产落地。" 蓝思科技此前在投资者互动平台表示，蓝思科技是强脑科技的战略投资者，独家承接了强脑科技核心硬 件模组的量产。2025年11月，蓝思与强脑科技共同向湖南省残联捐赠大批智能仿生四肢，核心模组均来 自蓝思产线。 同时，公司与北美大客户已有10年以上深度合作，是其一级核心供应商。公司凭借强脑 科技等项目积累的量产经验以及强大的精密制造能力，正积极争取合作。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 蓝思科技（06613）早盘股价上涨9.24%，报28.86港元，成交额3.23亿港元。 近日有媒体报道称，"杭州六小龙"之一的强脑科技完成约20亿元融资，在脑机接 ...

智通财经APP获悉，蓝思科技(06613)再涨超5%，截至发稿，涨6.28%，报28.08港元，成交额1.58亿港 元。 消息面上，近日有媒体报道称，"杭州六小龙"之一的强脑科技完成约20亿元融资，在脑机接口领域创下 除Neuralink外的全球第二大融资纪录。1月8日，强脑科技表示："确实完成融资，相关细节请以公司正 式发布的信息为准。募集资金将用于全力加速脑机接口核心技术研发、极限工程突破、产品规模化、量 产落地。" 蓝思科技此前在投资者互动平台表示，蓝思科技是强脑科技的战略投资者，独家承接了强脑科技核心硬 件模组的量产。2025年11月，蓝思与强脑科技共同向湖南省残联捐赠大批智能仿生四肢，核心模组均来 自蓝思产线。 同时，公司与北美大客户已有10年以上深度合作，是其一级核心供应商。公司凭借强脑 科技等项目积累的量产经验以及强大的精密制造能力，正积极争取合作。 ...

Group 1 - The article highlights the top three companies with the highest AH premium rates: Northeast Electric (00042) at 785.25%, Zhejiang Shibao (01057) at 433.39%, and Hongye Futures (03678) at 275.07% [1] - The bottom three companies with the lowest AH premium rates are Ningde Times (03750) at -12.17%, Hengrui Medicine (01276) at -1.77%, and China Merchants Bank (03968) at -0.48% [1] - The article also lists the top three companies with the highest deviation values: Zhejiang Shibao (01057) at 104.40%, Goldwind Technology (02208) at 57.76%, and Nanjing Panda Electronics (00553) at 27.70% [1] Group 2 - The companies with the lowest deviation values include Northeast Electric (00042) at -95.85%, Chenming Paper (01812) at -26.90%, and Nanhua Futures (02691) at -19.11% [2] - The top ten AH stocks by premium rate include Sinopec Oilfield Service (01033) at 266.67% and Fudan Zhangjiang (01349) at 242.24% [1] - The bottom ten AH stocks by premium rate include WuXi AppTec (02359) at 4.34% and Weichai Power (02338) at 7.12% [1]

Group 1 - The mobile industry chain is experiencing a significant decline, with major companies like Highgreat Electronics, BYD Electronics, Lens Technology, and Q Tech all reporting stock price drops ranging from 1.95% to 3.8% [1] - The global DRAM market is undergoing a substantial price increase, described as the "strongest" in history, with prices rising rapidly since July 2025, and most categories seeing increases of over 100% [1] - DDR4 and DDR5 memory prices have surged by 2-3 times within the year, and the price increase trend is expected to accelerate into 2026 [1] Group 2 - Citic Securities indicates that manufacturers are raising prices or reducing product configurations, reflecting the significant cost pressure from rising memory prices being passed on to end consumers, which may lead to a temporary decline in consumer electronics sales [2] - Despite the impact of rising storage prices on the consumer electronics sector, there is an expectation of low fundamental performance in 2026, but the acceleration of AI innovation trends in 2026-2027 is anticipated, with major companies like Apple, Google, and OAI focusing on AI terminal entry to create a closed loop of computing power, terminals, and applications [2]

Group 1 - The mobile industry chain is experiencing a decline, with notable drops in stock prices for companies such as Highgreat Electronics (-3.8%), BYD Electronics (-3%), Lens Technology (-2.66%), and Q Tech (-1.95%) [1] - The global DRAM market is undergoing a significant price increase, described as the "strongest" price surge in history, with prices rising over 100% for most categories since July 2025 [1] - DDR4 and DDR5 memory prices have increased by 2-3 times within the year, and the price escalation is expected to accelerate into 2026 [1] Group 2 - Major manufacturers are raising prices or reducing product configurations, indicating that the cost pressure from rising memory prices is being transmitted to end consumers, leading to a temporary decline in consumer electronics sales [2] - The industry is likely to see a concentration of resources and pricing power among leading brands with scale and supply chain advantages [2] - Despite the low expectations for the consumer electronics sector due to memory price increases, there is a clear trend of accelerated innovation in AI from major companies like Apple, Google, and OAI, aiming to create a closed loop of computing power, terminals, and applications in 2026-2027 [2]

前十大AH股偏离值排行 | 股票名称 | H股(港元) | A股 | 溢价率 | 偏离值↓ | | --- | --- | --- | --- | --- | | 浙江世宝(01057) | 5.870 | 24.97 | 409.54% | 85.42% | | 金风科技(02208) | 15.700 | 26.4 | 101.40% | 45.12% | | 山东墨龙(00568) | 3.590 | 7.7 | 156.82% | 19.23% | | 中铝国际(02068) | 2.740 | 6.12 | 167.52% | 18.61% | | 三花智控(02050) | 38.840 | 56.84 | 75.28% | 17.05% | | 中国中冶(01618) | 1.860 | 3.07 | 97.85% | 12.23% | | 钧达股份(02865) | 23.780 | 62.3 | 213.79% | 12.04% | | 蓝思科技(06613) | 27.040 | 33.8 | 49.74% | 11.05% | | --- | --- | --- | --- | --- ...

Core Viewpoint - Bluesky Technology (06613) has seen a stock price increase of over 5%, currently trading at 27.64 HKD with a transaction volume of 537 million HKD, amid news of its strategic investment in a competitor, Strong Brain Technology, which is preparing for an IPO in Hong Kong or mainland China [1] Group 1: Company Developments - Bluesky Technology is a strategic investor in Strong Brain Technology, which is developing bionic limbs and brain-computer interface technology [1] - The company has announced plans to donate a large number of smart bionic limbs to the Hunan Provincial Disabled Persons' Federation in November 2025, with core modules sourced from Bluesky's production line [1] - Bluesky has over 10 years of deep cooperation with major North American clients and is a primary core supplier for them [1] Group 2: Market Context - Strong Brain Technology is reportedly in discussions to raise funds at a valuation exceeding 1.3 billion USD, indicating strong market interest and potential for growth in the bionic technology sector [1] - Recent rumors suggest that Strong Brain Technology is making strides towards an IPO in the Hong Kong market, which could further impact Bluesky Technology's business prospects [1]