公司全资子公司山东省高新技术创业投资有限公司于 2026 年 1 月 13 日收到 潍坊亚星化学股份有限公司（以下简称"亚星化学"）发来的《<股权收购框架 协议>之终止通知》,因交易各方未能就收购山东天一化学股份有限公司达成进一 步意向，亚星化学决定终止本次收购交易，并终止此前签署的《股权收购框架协 议》。 特此公告。 鲁信创业投资集团股份有限公司董事会 2026 年 1 月 14 日 | 证券代码：600783 | 股票简称：鲁信创投 | | | 编号：临 | 2026-04 | | --- | --- | --- | --- | --- | --- | | 债券代码：155271 | 债券简称：19 | 鲁创 | 01 | | | | 债券代码：163115 | 债券简称：20 | 鲁创 | 01 | | | | 债券代码：137784 | 债券简称：22 | 鲁创 | K1 | | | | 债券代码：240884 | 债券简称：24 | 鲁创 | K1 | | | 鲁信创业投资集团股份有限公司 关于全资子公司转让参股公司股权交易进展的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 ...

格隆汇1月13日丨鲁信创投(600783.SH)公布，截至目前，公司参股的三只股权投资基金合计仅持有蓝箭 航天空间科技股份有限公司0.89%股权，股权穿透后对公司财务状况和经营成果影响较小。敬请广大投 资者理性投资、注意投资风险。 ...

格隆汇1月13日｜鲁信创投发布异动公告，公司股票于2026年1月9日、12日、13日连续3个交易日内收盘 价格涨幅偏离值累计达到20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动 情况。司注意到近期市场对商业航天领域以及公司参股基金在该领域的投资情况关注度较高。截至目 前，公司参股的三只股权投资基金合计仅持有蓝箭航天空间科技股份有限公司0.89%股权，股权穿透后 对公司财务状况和经营成果影响较小。敬请广大投资者理性投资、注意投资风险。 ...

2025年10月31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5891.12万元，同比下降 0.03%，实现净利润3.21亿元，同比增长3.43%。（数据宝） 鲁信创投(600783)今日涨停，全天换手率20.18%，成交额54.97亿元，振幅21.17%。龙虎榜数据显示， 沪股通净买入7074.69万元，营业部席位合计净卖出2.50亿元。 上交所公开信息显示，当日该股因日振幅值达21.17%上榜，沪股通净买入7074.69万元。 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8.84亿元，其中，买入成交额为3.53亿 元，卖出成交额为5.32亿元，合计净卖出1.79亿元。 具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第四大卖出营业部，买入金额为1.74亿 元，卖出金额为1.03亿元，合计净买入7074.69万元。 近半年该股累计上榜龙虎榜7次，上榜次日股价平均涨7.81%，上榜后5日平均涨38.19%。 资金流向方面，今日该股主力资金净流出8.55亿元，其中，特大单净流出6.59亿元，大单资金净流出 1.96亿元。近5日主力资金净流出5.27亿元。 融资融券数据显示，该股最 ...

主线热点 2026年1月12日凌晨，谷歌宣布与沃尔玛、塔吉特、Wayfair、Etsy等全球头部零售商达成合作，并正式 开源面向电商领域的AI智能体协议通用商业协议。隔夜美股中概股集体走强，阿里巴巴大涨10%。此前 受到马斯克宣布在7天内开源X最新一代推荐算法提振的AI应用端延续强势，GEO概念天龙集团、引力 传媒、利欧股份、三维通信实现连板晋级，不过20厘米中军蓝色光标放量巨震，仍受到其进入重点监控 名单影响，拖累弹性方向人气股流金科技、易点天下、值得买等纷纷炸板回落。整个应用端连板高度和 连板股家数的显著减少，对于弹性方向的赚钱效应压制明显。不过随着今日分歧的率先释放，若市场短 线情绪能够企稳，不排除20厘米方向部分个股存在反包修复可能。 英伟达宣布，将在未来五年内与礼来共同投资10亿美元建立人工智能药物实验室。AI医疗、AI制药概 念受此消息刺激双双爆发，泓博医药、美年健康一字涨停，带动思创医惠、诺思格、博济医药、贝瑞基 因等多股涨停。综合多券商研报观点，AI制药核心价值在于大幅提升药物早研效率，候选药物从靶点 发现到临床前候选药物确认时间有望显著缩短三分之二以上，因此一些主营聚焦于临床前试验的CXO ...

Group 1 - The market saw a total of 66 stocks hitting the daily limit up, with 29 stocks achieving consecutive limit ups, and 61 stocks failing to maintain their limit up status, resulting in a limit up rate of 52% (excluding ST and delisted stocks) [1] - Key focus stocks included Fenglong Co., which experienced a 13-day consecutive limit up, and Aoyuan Ceiling, which achieved 7 limit ups in 9 days [1] - The commercial aerospace concept stock Luxin Chuangtou recorded 11 limit ups over 13 days, while AI application stock Yili Media had 6 limit ups in 7 days [1]

鲁信创投盘中上演准"地天"板。 ...

Market Overview - The market showed strong fluctuations throughout the day, with all three major indices rising over 1%, and the Shanghai Composite Index achieving a 17-day consecutive rise [1] - AI application sectors experienced a significant surge, with stocks like BlueFocus and Hand Information hitting the daily limit [1] - The commercial aerospace concept continued its strong performance, with China Satellite and China Satcom both reaching new highs [1] - The brain-computer interface concept was also active, with stocks like DaoTech and Yanshan Technology hitting the daily limit [1] - Over 4,100 stocks in the Shanghai, Shenzhen, and Beijing markets rose, with a total transaction volume of 3.64 trillion, setting a new record for daily trading in A-shares [1] AI Marketing - The AI marketing concept saw a wave of limit-up stocks, including Gravity Media, Leo Holdings, and BoRui Communication [4] - Elon Musk announced on social media that he would open-source the latest content recommendation algorithm for the X platform within a week, interpreted by the market as his entry into the GEO space [4] - DeepSeek is set to release its next-generation flagship AI model, DeepSeek V4, in February, which reportedly outperforms major models like Anthropic Claude and OpenAI GPT series in programming capabilities [4][7] - Anthropic's Claude Code received a significant update, marking a new phase in global AI programming competition [4] Aerospace Sector - The aerospace sector continued to rise, with stocks like Luxin Investment, Goldwind Technology, and Daye Shares hitting the daily limit [10] - China applied for frequency resources for over 200,000 satellites, indicating a strategic national-level initiative [11] - Experts believe that the establishment of the Radio Innovation Institute will accelerate the 6G process, integrating satellite networks with ground communication networks [14] AI Medical - The AI medical sector also performed well, with companies like Meinian Health and Dean Diagnostics seeing consecutive gains [15] - OpenAI launched "ChatGPT Health," a health-related dialogue space that connects electronic medical records and health applications [15] - The demand for AI in healthcare is expected to grow significantly, driven by an aging population and an increase in chronic disease patients [18]

1月12日午后，越秀资本（000987）快速上涨并触及涨停，随后涨幅有所回落，截至发稿涨8.29%，报10.97元/股，成交额 近30亿元。 此前，越秀资本在互动平台回答投资者提问时表示，公司控股子公司越秀产业基金坚持"产业联盟+投研驱动"策略，与航 天、集成电路、高端装备制造等国家战略性新兴产业的龙头企业加强合作，围绕产业链上下游挖掘优质投资项目，助力新 质生产力发展。 东方明珠12日开盘"一字"涨停，实现4连板，报14.65元/股。 | 越秀资本 < V ા | | --- | | 000987 深股通 ▼ | | 10.97 今开 10.70 最高 11.14 最低 10.40 | | 8.29% 0.84 换手 5.52% 总手 277万 金额 29.86亿 | | 总值 550.4亿 流值 550.1亿 市盈利 13.71 更多 | | 分时 | 王日 | 日 K | 周K | 月Ｋ | 更多,◎ | | | --- | --- | --- | --- | --- | --- | --- | | 11.14 | | | 9.97% | | | | | | | | | 참 ■ | | 资金 | | 4 ...

Market Overview - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index up 0.75% to 4151.14 points, the Shenzhen Component Index up 1.31% to 14305.1 points, and the ChiNext Index up 1.17% to 3366.71 points, as well as the STAR 50 Index rising 2.26% to 1509.29 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.31 trillion, with over 3800 stocks rising, including 139 stocks hitting the daily limit [1] Hot Sectors AI Applications - The AI application sector continued to show strength, with stocks like Yilong Media rising for six consecutive days and others like Visual China and Liou Co. hitting the daily limit [2] - Catalysts for this trend include upcoming events such as CES 2026 and announcements from industry leaders like Elon Musk regarding open-source algorithms, which are expected to accelerate the commercialization of AI applications [2] Commercial Aerospace - The commercial aerospace sector remained strong, with stocks like Jili Rigging and Hangxiao Steel Structure achieving three consecutive limit-ups [3] - Recent news indicated that China applied for frequency resources for over 200,000 satellites, significantly outpacing SpaceX's application for 42,000 satellites, highlighting China's ambitions in this field [3] GEO Concept - The GEO concept stocks also performed well, with Liou Co., Yilong Media, and Borui Media hitting the daily limit [4] - Elon Musk's announcement to open-source the latest content recommendation algorithm on the X platform has been interpreted as a move into the GEO space, further boosting market interest [4] Photovoltaic Sector - The photovoltaic sector saw renewed activity, particularly in perovskite batteries and space photovoltaic directions, with stocks like Dongfang Risheng and Maiwei Co. rising over 10% [5] - Companies in the photovoltaic industry have shown increased interest in space applications, particularly regarding perovskite technology [5] Institutional Insights Huaxi Securities - Huaxi Securities suggests that the market may continue to rise, supported by better-than-expected PMI and inflation data, as well as increased willingness of external funds to enter the market [6] - The report emphasizes the importance of sectors like AI applications, commercial aerospace, and nuclear fusion for potential investment opportunities [7] Huatai Securities - Huatai Securities believes that the spring market may still have room for growth, recommending focus on sectors such as gaming, duty-free, and batteries [7] - The report notes that while some sectors may need to digest pressure from crowded trades, there are still opportunities in high-value sectors with favorable fundamentals [7] CITIC Securities - CITIC Securities highlights that favorable investment and demand-side policies are emerging, with significant government investment plans totaling approximately 295 billion, which is 95 billion more than the previous year [8] - The report suggests that sectors like steel structures and infrastructure may benefit from these policies, along with a focus on clean energy and storage industries [8]