Group 1 - The market opened strong on the first trading day of 2026, with the ChiNext Index rising over 1.00% and the Shanghai Composite Index increasing by 0.45%, reaching a high of 3994.77 points during the session [1] - Sectors such as brain-computer interfaces, oil and gas, precious metals, and commercial aerospace showed significant gains, with nearly 3400 stocks in the Shanghai and Shenzhen markets rising [1] - Precious metals and gaming sectors led the gains, while the commercial aerospace concept stocks opened high, with companies like Goldwind Technology and Aerospace Science & Industry Corporation hitting the daily limit [3] Group 2 - Blue Arrow Aerospace's IPO was accepted, aiming to become the "first commercial rocket stock," with plans to raise 7.5 billion yuan for projects related to reusable rocket capacity and technology enhancement [4] - Market sentiment was reflected in stocks like Fenglong Co., which hit the daily limit for the sixth time, and other commercial aerospace stocks such as Shenkong Co. and China Satellite, which opened significantly higher [7] - Other sectors like robotics and digital currency also saw varied performances, with some stocks opening lower despite the overall market strength [7]

Group 1 - The market focus stocks include Fenglong Co., which has reached a limit-up for six consecutive trading days, and Shenjian Co., a commercial aerospace concept stock, which has achieved nine limit-ups in ten days [1] - Daye Co. opened down 4.87% after six consecutive limit-ups, while China Satellite opened up 6.37% after five limit-ups in six days [1] - Luxin Venture Capital opened up 5.14% after five limit-ups in six days, and the robotics concept stock Tail Co. opened up 6.54% after five limit-ups [1] Group 2 - Yuyin Co., a digital currency concept stock, opened down 5.42% after three limit-ups, while Hongying Intelligent, a liquid-cooled server concept stock, opened down 2.13% after three limit-ups [1] - The textile sector stock Zhongwang Fabric opened down 2.39% after three limit-ups in six days, and Naxing Co., an AI application stock, opened up 6.37% after two limit-ups [1]

证券之星消息，12月31日通用设备板块较上一交易日上涨0.68%，金沃股份领涨。当日上证指数报收于 3968.84，上涨0.09%。深证成指报收于13525.02，下跌0.58%。通用设备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002131 利欧股份 | | 23.00 Z | 42.02% | -11.28亿 | -20.61% | -11.72 Z | -21.41% | | 688333 | | 2.31 Z | 8.84% | -9624.24万 | -3.68% | -1.35 Z | -5.16% | | 300260 新莱应材 | | 1.62亿 | 9.90% | -7043.00万 | -4.30% | -9189.49万 | -5.61% | | 002342 巨力索具 | | 1.23 乙 | 4.71% | -9979.78万 | -3.82% | -2331.6 ...

Core Viewpoint - Lushin Investment has experienced significant stock performance, achieving five limit-up days within six trading days, resulting in a cumulative increase of 56.03% and a turnover rate of 41.64% [2] Trading Performance - As of December 30, the stock recorded a trading volume of 56.45 million shares and a transaction amount of 1.364 billion yuan, with a turnover rate of 7.58% [2] - The stock's total market capitalization reached 18.408 billion yuan [2] Margin Trading Data - The latest margin trading balance for the stock is 613 million yuan, with a financing balance of 607 million yuan, which increased by 144 million yuan from the previous trading day, reflecting a growth of 31.00% [2] - Over the past six days, the margin trading balance has increased by 160 million yuan, representing a growth of 35.84% [2] 龙虎榜 Data - The stock has appeared on the龙虎榜 twice due to a cumulative price deviation of 20% over three consecutive trading days and a daily price deviation of 7% [2] - The net selling from the Shanghai Stock Connect amounted to 16.87 million yuan, while the total net buying from brokerage seats was 244 million yuan [2] Company Background - Lushin Investment Group Co., Ltd. was established on November 20, 1993, with a registered capital of 7.44359294 billion yuan [2]

Group 1 - The core point of the article highlights that Lushin Venture Capital has achieved a record trading volume of 2.716 billion RMB, marking the highest since its listing [2] - The latest stock price of Lushin Venture Capital has increased by 0.09%, with a turnover rate of 14.60% [2] - The trading volume on the previous trading day was only 52 million RMB, indicating a significant increase in investor interest [2] Group 2 - Lushin Venture Capital Group Co., Ltd. was established on November 20, 1993, with a registered capital of 744.359294 million RMB [2]

Market Overview - The A-share market experienced mixed performance with the Shanghai Composite Index recording a "9 consecutive days of gains" as of December 29, 2023, marking a slight increase of 0.04% [1] - The Shenzhen Component Index and the ChiNext Index fell by 0.49% and 0.66% respectively, while the North Star 50 Index decreased by 0.45% [1] - Total trading volume in the Shanghai and Shenzhen markets was 21,577 billion yuan, a decrease of 234 billion yuan from the previous day [1] Multi-Financial Sector - The multi-financial sector showed active performance, with stocks like Lakala leading the gains, and companies such as Cuiwei Co., Luxin Venture Capital, and Yuexiu Capital reaching around 10% limit up [3] - On December 26, the Shanghai Stock Exchange announced new guidelines to support high-quality commercial rocket enterprises under the Sci-Tech Innovation Board, which is expected to accelerate the development of the commercial aerospace industry [3] - The rapid growth of the commercial aerospace sector is projected to create significant market opportunities for carbon fiber composite materials, which can account for 70%-90% of the structural weight in spacecraft [3] Carbon Fiber Industry - Shanxi Securities noted that leading companies in the carbon fiber industry are announcing price increases, indicating a recovery in industry conditions [4] - The market for carbon fiber is showing clear differentiation, with general products facing strong competition, while high-end applications in aerospace, hydrogen storage, and wind power require consistent performance and reliable supply [4] - According to Baichuan Yingfu, China's actual consumption of carbon fiber is expected to reach 96,446 tons in 2025, a year-on-year increase of 71.89%, primarily driven by the wind power and aerospace sectors [4] Brain-Computer Interface Sector - The brain-computer interface sector saw significant gains, with Haige Communication reaching around 10% limit up, followed by companies like Meihao Medical and Mcland [5] - On December 26, the National Medical Products Administration released a list of high-end medical devices for priority approval, which includes implantable brain-computer interface devices [5] - The global brain-computer interface market is currently valued at several billion dollars and is expected to exceed 10 billion dollars by 2030, with the medical application market projected to reach 40 billion dollars by 2030 and 145 billion dollars by 2040 according to McKinsey [5][6]

长江商报消息 ●长江商报记者 潘瑞冬 A股市场上，商业航天概念起舞，12月29日，鲁信创投（600783.SH）再次"一字板"涨停，录得4连板。 鲁信创投是鲁信集团旗下从事创业投资业务的核心板块。长江商报记者注意到，鲁信创投参股的三只股 权投资基金合计持有蓝箭航天空间科技股份有限公司（简称"蓝箭航天"）0.89%股权，不过，公司表 示，股权穿透后对公司财务状况和经营成果影响较小。 回溯公告，2025年年内，鲁信创投参设3只基金，加码硬科技。据悉，鲁信创投已累计投资企业300余 家，90%以上的资金投资"硬科技"领域，过半项目为初创期和成长期企业，民营企业数量占比逾九成， 并先后助推44家企业登陆境内外主要资本市场。 股价5天大涨54.53% 航天概念大涨，鲁信创投继续涨停。 12月29日，鲁信创投再收涨停板。长江商报记者注意到，此前的12月24日至26日，鲁信创投三连板，12 月23日以来的5个交易日股价累计涨幅已达54.53%。 12月26日晚间，鲁信创投发布股票交易异常波动公告称，公司当前经营活动一切正常，市场环境与行业 政策未发生重大调整，内部经营秩序稳定。此次股价异动主要受市场情绪及热点概念带动，公司 ...

Industry News - The Ministry of Finance and the State Administration of Taxation announced that tobacco companies will not be allowed to deduct advertising and promotional expenses from taxable income from January 1, 2026, to December 31, 2027 [3] - The People's Bank of China has introduced a plan to strengthen the management and service system for digital RMB, which will start paying interest on wallet balances at the rate of current deposits from January 1, 2026, marking a transition from "digital cash" to "digital deposit currency" [3] - The China Chain Store and Franchise Association reported that the market size of on-site food sales in supermarkets has exceeded 100 billion yuan [3] - The Asset Management Association of China reported that the total scale of public funds reached 37.02 trillion yuan by the end of November 2025, marking the eighth historical high this year [3] - The Southern Power Grid announced that the last unit of the pumped storage power station in Nanning, Guangxi, was put into operation on December 29, 2025, marking the full completion of Guangxi's first pumped storage power station [3] Company News - Ganfeng Lithium announced that it has been transferred to the procuratorate for prosecution due to suspected insider trading [5] - Kweichow Moutai announced that its controlling shareholder, Moutai Group, has completed a share buyback plan amounting to 3 billion yuan, with no increase in the market supply of Moutai 1935 in 2026 [6][6] - Longpan Technology announced that its subsidiary will reduce production for maintenance on some lithium iron phosphate production lines starting January 1, 2026 [6] - Unigroup Guowei announced plans to acquire controlling or all equity of Ruineng Semiconductor, with stock suspension [6] - ST Panda announced that it has been investigated by the China Securities Regulatory Commission for suspected violations of information disclosure [6] - Haisheng Pharmaceutical announced that its invested company has completed the first patient enrollment for the Phase II clinical trial of the innovative drug NWRD06, targeting a specific liver cancer marker [6] - Tianjian Technology expects a negative net profit for 2025 and revenue below 300 million yuan, which may lead to a delisting risk warning [6] - Tianpu Co. announced no plans to engage in artificial intelligence-related business and has not signed any framework cooperation agreements with shareholders [6] - Guodian Power announced a joint investment with CATL in the Dadu River Danba Hydropower Station project, with a total dynamic investment of 15.273 billion yuan [6] - Hongwei Technology signed a strategic cooperation agreement with a leading domestic company in the transmission field to jointly research GaN power semiconductor devices [6] - 吉祥航空 plans to purchase 25 Airbus A320 series aircraft for 4.1 billion USD, with delivery scheduled between 2028 and 2032 [6][6] - Spring Airlines plans to purchase 30 Airbus A320neo series aircraft for no more than 4.128 billion USD [6][6] - Huazhi Co. announced the termination of the acquisition of 51% of Zhongke Huilian [6] - Wenkong Energy announced a stock suspension for investigation due to significant short-term price increases [6] - Roman Co. signed a contract for a computing power service project worth approximately 156 million yuan [6] - International Composite announced plans to invest 1.693 billion yuan in a project to produce 36 million meters of high-frequency high-speed electronic fiber cloth annually [6]

1. 贵金属市场遭遇"黑色星期一"。 周一现货白银亚市早盘历史首次突破80美元/盎司关口，并迅速冲高逼近84美元关口，涨幅接近6%。 但随后行情急转 直下，纽约市场盘中一度大跌超11%。白银跳水带动其他贵金属同步下挫，现货钯金一度暴跌17%，现货铂金跌15%，现货黄金跌超5%。 国内铂金、钯 金双双封跌停；沪银尾盘跳水，回吐全部日内10%涨幅， 夜盘进一步下跌8.74%；沪金收盘跌近1%，夜盘进一步下跌4%。 COMEX黄金期货收跌4.45%报 4350.2美元/盎司，COMEX白银期货收跌7.2%报71.64美元/盎司。 2. 中国将成为首个为央行数字货币计息的经济体。中国人民银行出台数字人民币行动方案，新一代数字人民币计量框架、管理体系、运行机制和生态体系 将于2026年1月1日正式启动实施。 届时，数字人民币钱包余额将按照活期存款计付利息，数字人民币将从"数字现金时代"迈入"数字存款货币"时代。 1. 12月29日开始，中国人民解放军东部战区组织陆军、海军、空军、火箭军等兵力，位台湾海峡、台岛北部、台岛西南、台岛东南、台岛以东等区域，组 织"正义使命-2025"演习， 重点演练海空战备警巡、夺取综合制权 ...

Group 1 - The core announcement is that Lushin Venture Capital (600783.SH) and its wholly-owned subsidiary, Shandong High-tech Venture Capital Co., Ltd., plan to jointly establish the Shandong Lushin Gongrong New Momentum Artificial Intelligence Venture Capital Fund Partnership (Limited Partnership) with several partners, including ICBC Capital and ICBC Financial Asset Investment Co., Ltd. [1] - The total subscription scale of the fund is set at 1 billion yuan, with Lushin Venture Capital contributing 391 million yuan, accounting for 39.10% of the fund [1]. - Shandong High-tech Venture Capital will act as the general partner, executive partner, and fund manager, contributing 9 million yuan, which represents 0.90% of the fund [1]. Group 2 - The fund will primarily focus on investments in artificial intelligence and related cutting-edge technology sectors, as well as key supported areas in Shandong Province, including high-end equipment, new materials, and renewable energy [1].