证券日报网讯1月13日，南京熊猫（600775）在互动平台回答投资者提问时表示，截至2026年1月9日， A股股东人数213040户，H股变化不大。 ...

香港联交所最新数据显示，1月7日，Barclays PLC减持南京熊猫（600775）电子股份(00553)859.4万股， 每股作价6.5943港元，总金额约为5667.14万港元。减持后最新持股数目约为2345万股，最新持股比例为 9.69%。 ...

智通财经APP获悉，香港联交所最新数据显示，1月7日，Barclays PLC减持南京熊猫电子股份 (00553)859.4万股，每股作价6.5943港元，总金额约为5667.14万港元。减持后最新持股数目约为2345万 股，最新持股比例为9.69%。 ...

格隆汇1月13日丨南京熊猫(600775.SH)在投资者互动平台表示，公司主营业务聚焦智慧交通与平安城 市、工业互联网与智能制造、绿色服务型电子制造三大领域，目前未发生任何变化。截至目前，公司尚 无与脑机接口相关的成熟产品，亦未形成相关销售收入。 ...

行 业 及 产 业 国防军工 行 业 研 究 / 行 业 点 评 证 券 研 究 报 告 证券分析师 韩强 A0230518060003 hanqiang@swsresearch.com 武雨桐 A0230520090001 wuyt@swsresearch.com 穆少阳 A0230524070009 musy@swsresearch.com 研究支持 达邵炜 A0230124030001 dasw@swsresearch.com 联系人 达邵炜 A0230124030001 dasw@swsresearch.com 2026 年 01 月 13 日 商业航天催化持续，继续加大军工 行业关注度 看好 ——国防军工行业周报（2026 年第 2 周） 本期投资提示： ⚫ 上周申万国防军工指数上涨 13.63%，中证军工龙头指数上涨 15.29%，同期上证综指 上涨 3.82%，沪深 300 上涨 2.79%，创业板指上涨 3.89%，申万国防军工指数跑赢创 业板指、跑赢沪深 300、跑赢上证综指、跑输军工龙头指数。1、从细分板块来看，上 周国防军工板块 13.63%的涨幅在 31 个申万一级行业涨跌幅排名第 2 ...

具体来看，今日上榜的营业部中，沪股通为第二大买入营业部，买入金额为7585.17万元，合计净买入 7585.17万元。 近半年该股累计上榜龙虎榜5次，上榜次日股价平均涨4.86%，上榜后5日平均涨9.51%。 南京熊猫(600775)今日上涨7.24%，全天换手率33.91%，成交额43.71亿元，振幅10.35%。龙虎榜数据显 示，沪股通净买入7585.17万元，营业部席位合计净卖出2005.27万元。 上交所公开信息显示，当日该股因日换手率达33.91%上榜，沪股通净买入7585.17万元。 2025年10月29日公司发布的三季报数据显示，前三季度公司共实现营业收入15.60亿元，同比下降 14.67%，实现净利润-8971.59万元。（数据宝） 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交5.75亿元，其中，买入成交额为3.15亿 元，卖出成交额为2.60亿元，合计净买入5579.90万元。 资金流向方面，今日该股主力资金净流入5545.11万元，其中，特大单净流入7617.87万元，大单资金净 流出2072.76万元。近5日主力资金净流出9.02亿元。 融资融券数据显示，该股最新（1月9日 ...

| 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2026.01.09 | 1.84 | 39.63 | -68100.49 | | 2026.01.08 | 10.02 | 32.64 | -43436.81 | | 2026.01.07 | 10.01 | 1.35 | 9067.99 | | 2026.01.06 | 9.97 | 0.92 | 6707.31 | | 2026.01.05 | 9.98 | 2.31 | 12737.18 | | 2025.12.31 | 0.16 | 5.26 | -2788.16 | | 2025.12.30 | -2.71 | 8.44 | -12226.25 | | 2025.12.29 | 1.87 | 12.51 | -5556.98 | | 2025.12.26 | 1.82 | 12.84 | -2258.86 | | 2025.12.25 | 0.33 | 14.10 | -10523.74 | 据天眼查APP显示，南京熊猫电子股份有限公司成立于1992年04月29 ...

Core Viewpoint - The brain-computer interface (BCI) sector is experiencing significant stock price increases, driven by strong market interest and recent developments in the industry [1] Group 1: Stock Performance - Micron Brain Science (02172) rose by 8.15%, reaching HKD 13.53 [1] - Nanjing Panda Electronics (00553) increased by 7.38%, trading at HKD 6.26 [1] - Lens Technology (06613) saw a rise of 5.07%, priced at HKD 30.26 [1] Group 2: Market Developments - Strong Brain Technology has confidentially submitted an IPO application in Hong Kong after securing approximately CNY 2 billion in funding, marking the second-largest financing record in the BCI field globally, after Neuralink [1] - Elon Musk announced plans to commence large-scale production of BCI devices in 2026, alongside the development of fully automated surgical solutions, expressing confidence in aiding paralysis patients to regain full functionality [1] Group 3: Market Size and Growth Projections - According to Precedence Research, the global BCI market is projected to reach USD 2.62 billion in 2024, increasing to USD 2.94 billion by 2025, and potentially growing to USD 12.4 billion by 2034, with a compound annual growth rate (CAGR) of 17.35% over the next decade [1] - The Chinese BCI market is expected to reach CNY 3.2 billion in 2024, with projections of CNY 6.14 billion by 2028 [1] - The Central Committee of the Communist Party of China emphasizes the development of future industries, including BCI, as new economic growth points, aiming to create a new high-tech industry in China over the next decade [1]

Group 1 - The A-share market saw a strong performance in brain-computer interface concept stocks, with several companies approaching or hitting their daily limit up [1] - Notable gainers included Entropy Technology, which approached a 20% limit up, and Dao's Technology and Yingkang Life, both rising over 13% [1] - Other significant performers included Tom Cat, which increased by over 10%, and Yanshan Technology, which hit a 10% limit up [1] Group 2 - The table lists various companies with their respective stock codes, percentage increase, total market capitalization, and year-to-date performance [2] - Entropy Technology (301330) had a 19.40% increase, with a market cap of 11.7 billion and a year-to-date increase of 50.11% [2] - Dao's Technology (300409) rose by 13.91%, with a market cap of 25.9 billion and a year-to-date increase of 47.49% [2] - Yingkang Life (300143) increased by 13.01%, with a market cap of 10 billion and a year-to-date increase of 35.43% [2] - Other companies like Tom Cat (300459) and Yanshan Technology (002195) also showed significant gains, with year-to-date increases of 29.63% and 60.65% respectively [2]

Core Viewpoint - The A-share market has seen a strong performance in brain-computer interface concept stocks, with several companies approaching or hitting their daily price limits [1] Group 1: Stock Performance - Entropy Technology (熵基科技) approached a 20% daily limit increase, with a rise of 19.40% and a market capitalization of 11.7 billion [2] - Dao's Technology (道氏技术) increased by 13.91%, reaching a market cap of 25.9 billion [2] - Yingkang Life (盈康生命) rose by 13.01%, with a market cap of 10 billion [2] - Tom Cat (汤姆猫) saw a 10.19% increase, with a market cap of 20.9 billion [2] - Rock Mountain Technology (岩山科技) hit a 10% daily limit increase, with a market cap of 64.6 billion [2] - Three Seven Entertainment (三七互娱) approached a 10% daily limit increase, with a rise of 9.97% and a market cap of 66.4 billion [2] - Other notable performers include Aipeng Medical (爱朋医疗) at 9.99%, Lens Technology (蓝思科技) at 9.80%, and Nanjing Panda (南京熊猫) at 9.33% [2] Group 2: Year-to-Date Performance - Entropy Technology has a year-to-date increase of 50.11% [2] - Dao's Technology has risen 47.49% year-to-date [2] - Yingkang Life has a year-to-date increase of 35.43% [2] - Tom Cat has increased by 29.63% year-to-date [2] - Rock Mountain Technology has a significant year-to-date increase of 60.65% [2] - Aipeng Medical has a year-to-date increase of 54.31% [2] - Nanjing Panda has a remarkable year-to-date increase of 63.01% [2] - Other companies like Innovation Medical (创新医疗) and Keda Xunfei (科大讯飞) have year-to-date increases of 74.01% and 19.29%, respectively [2]