Core Viewpoint - The stock of Aerospace Changfeng (600855) experienced a 3.10% increase today, with a trading volume of 3.271 billion yuan and a turnover rate of 27.01%, indicating significant market activity [2]. Trading Activity - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to its daily fluctuation of 18.94% and turnover rate of 27.01% [2]. - The net selling by the Shanghai-Hong Kong Stock Connect was 661,600 yuan, while the total net buying from brokerage seats amounted to 6.4005 million yuan [2]. - The top five brokerage seats accounted for a total transaction volume of 462 million yuan, with a net buying of 573,890 yuan [2]. Fund Flow - The stock saw a net outflow of 303 million yuan from major funds today, with large orders contributing to a net outflow of 187 million yuan and 115 million yuan respectively [3]. - Over the past five days, the stock experienced a net inflow of 71.7654 million yuan [3]. Margin Trading Data - As of January 6, the margin trading balance for the stock was 447 million yuan, with a financing balance of 446 million yuan and a securities lending balance of 582,800 yuan [3]. - The financing balance increased by 46.5764 million yuan over the past five days, representing an 11.66% growth, while the securities lending balance rose by 25,990 yuan, marking an 80.51% increase [3]. Financial Performance - According to the third-quarter report released on October 29, 2025, the company achieved an operating revenue of 646 million yuan, reflecting a year-on-year decline of 1.73%, and reported a net loss of 77.3103 million yuan [3].

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、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、 部分募集资金被冻结的情况 北京航天长峰股份有限公司（以下简称"航天长峰"或"公司"） 于 2025 年 3 月 18 日披露了关于部分募集资金被冻结的情况，公司因 合同纠纷被北京市海淀区人民法院采取财产保全措施，公司在招商银 行股份有限公司北京分行的募集资金专用账户被冻结资金 1749.36 万元。具体内容详见《北京航天长峰股份有限公司关于部分募集资金 被冻结的公告》（公告编号：2025-006）。 二、 部分募集资金解除冻结的情况 近日，公司通过查询相关募集资金专用账户获悉上述募集资金已 解除冻结，恢复正常使用。相关纠纷已结案并履行完毕。 证券代码：600855 证券简称：航天长峰 公告编号：2026-002 北京航天长峰股份有限公司 关于部分募集资金解除冻结的公告 2026 年 1 月 8 日 三、 对公司的影响及风险提示 截至本公告日，公司及子公司尚有募集资金人民币 2451.15 万元 被冻结，占公司最近一期经审计净资产的 1.41%。上述募集资金专户 部分资金被冻 ...

Core Viewpoint - The A-share market has seen a significant pullback in several brain-computer interface (BCI) concept stocks, with notable declines among various companies [1] Group 1: Stock Performance - Companies such as 麦澜德 (Mikland) and 熵基科技 (Entropy Technology) experienced declines exceeding 10% [1] - 诚益通 (Chengyi Tong) and 雷迪克 (Redik) fell over 7% [1] - 博拓生物 (Botuo Bio) and 爱朋医疗 (Aipeng Medical) dropped more than 6% [1] - 可孚医疗 (Kefu Medical) and 翔宇医疗 (Xiangyu Medical) decreased over 5% [1] - 狄耐克 (Dinaike) and 伟思医疗 (Weisi Medical) saw declines greater than 4% [1] Group 2: Company Announcements - Multiple BCI concept stocks issued announcements indicating a cooling off in the market [1] - 航天长峰 (Aerospace Changfeng) stated that the company has not actually engaged in BCI-related business [1] - 伟思医疗 (Weisi Medical) mentioned that new products in the BCI field are still in the early stages of market cultivation [1]

Market Overview - The US stock market closed higher, with the Dow Jones and S&P 500 indices reaching all-time closing highs. The S&P 500 rose by 0.62%, the Nasdaq increased by 0.65%, and the Dow Jones gained 0.99% [3] - The core drivers of the market were semiconductor and AI-related stocks, particularly following announcements from Nvidia's CEO regarding new AI processors and storage technology [3] - Semiconductor stocks performed exceptionally well, with SanDisk surging over 27%, Western Digital up 17%, Seagate Technology rising 14%, and Micron Technology increasing by 10% [3] - The Philadelphia Semiconductor Index rose by 2.75%, marking a historical record with a cumulative gain of approximately 8% in the first three trading days of the year [3] Technology Sector - Large tech stocks showed mixed performance, with Amazon leading at a 3.38% increase, followed by Microsoft at 1.20%. However, Tesla fell sharply by 4.14%, and Nvidia declined by 0.47% [3] - Chinese concept stocks faced pressure, with the Nasdaq Golden Dragon China Index dropping by 0.78%. Notable movements included a 70.83% surge in Zhongchi Chefu and a 3.18% increase in ASE Technology [4] Commodity Market - Gold prices continued to rise, with spot gold increasing by 0.8% to $4485.39 per ounce [5] - International oil prices retreated, with light crude oil futures for February delivery falling by 2.04% to $57.13 per barrel [5] Regulatory Developments - The Chinese Ministry of Commerce announced stricter export controls on dual-use items to Japan, effective immediately, to safeguard national security [6] - The People's Bank of China outlined its monetary policy for 2026, emphasizing a moderately loose approach and support for economic development and financial stability [6] Financial Sector Insights - Financial institutions anticipate an improvement in market liquidity due to increased credit issuance and fiscal fund allocation at the beginning of the year [9] - Analysts suggest that the Shanghai Composite Index may experience slight upward fluctuations, urging investors to monitor macroeconomic data and policy changes closely [9]

Market Overview - On January 6, the three major indices collectively rose, with the Shanghai Composite Index reaching a ten-year high, closing up 1.5% [1] - The total trading volume in A-shares reached 2.83 trillion yuan, an increase of 265 billion yuan compared to the previous trading day [1] - Over 4,100 stocks in the market rose, with 143 stocks hitting the daily limit, marking the second consecutive day of over a hundred stocks reaching the limit [1] - The commercial aerospace and brain-computer interface concepts continued to show strong performance [1] Company Announcements - China Satellite announced that its stock price has risen 156.07% since December 3, 2025, significantly outpacing the 23.92% increase in the military industry and 5.31% in the Shanghai Composite Index, indicating a potential overvaluation [3] - China Satellite warned of high trading risks due to market sentiment and irrational speculation, stating that its stock price is detached from its fundamentals [3] - China Satcom also indicated that its stock price has significantly deviated from its fundamentals, with a notable "hot potato" effect in trading, suggesting a high risk of a price drop [4] - Beidou Star Communication noted that its stock price has deviated by over 20% in the last three trading days, highlighting the high market interest in commercial aerospace concepts, while its main business includes satellite navigation products [5] - LeiKe Defense reported a 58.10% increase in stock price over five consecutive trading days, with no significant changes in fundamentals, indicating potential market overheating [6] - Aerospace Electronics announced a 123.23% increase in stock price since November 27, 2025, significantly higher than industry and index increases, warning of trading risks [7] - Aerospace Universe stated that its stock price has risen significantly, with a projected commercial aerospace revenue contribution of less than 15% for 2025 [8] - Aerospace Changfeng clarified that it does not engage in brain-computer interface or commercial aerospace businesses, despite being categorized as such [10] - Sanbo Brain Science indicated that it does not involve in the research or sales of brain-computer interface products, with minimal impact on its overall revenue [13] - Xiangyu Medical is focusing on non-invasive brain-computer interface technology, with no significant sales achieved yet [14] - Mylande announced that its brain-computer interface products are still in the research and development phase, with no major impact on its financial performance [15] - Fenglong Co. reported a 94.92% increase in stock price over seven consecutive trading days, warning of high speculation risks and potential trading halts if prices continue to rise [20][23]

Company Announcements - Jia Mei Packaging's stock price increased by 230% from December 17, 2025, to January 6, 2026, leading to a suspension for investigation starting January 7, 2026 [2] - Guosheng Technology's stock rose by 370.2% during the same period, prompting a suspension for investigation effective January 7, 2026 [3] - Fenglong Co., Ltd. indicated that it may apply for a suspension if its stock price continues to rise abnormally [4] - Xinfang Pharmaceutical is facing public prosecution for alleged unit bribery [7] - Shengke Communication's second-largest shareholder plans to reduce its stake by no more than 3% [8] - Chip Origin Technology completed the acquisition of Zhudian Semiconductor [9] - Robotech's subsidiary signed a significant contract for automatic optical switch packaging with a Swiss client [10] - Aerospace Changfeng clarified that it does not engage in brain-computer interface or commercial aerospace businesses [12] - Chengjian Development holds 18.91 million shares of Century Space, making it the fourth-largest shareholder [13] - Sanbo Brain Science is not involved in the research, production, or sales of brain-computer interface products [14] - Weisi Medical's new products in the brain-computer interface field are still in the early market cultivation stage [16] - Mairande's products in the brain-computer interface area are also in the research and market cultivation phase [17] - Guankang Technology plans to acquire 100% of Liaojing Electronics, with stock resuming trading [19] - Yahui Long signed a strategic cooperation framework agreement with Brain Machine Star Chain to expand its presence in the brain-computer interface field [20] - China Satellite Communications warned that its stock price is at a historical high and may experience a significant drop [21] - Beidou Star Communication stated that commercial aerospace is just one application scenario for its products and services [22] Financial Performance - Lier Chemical expects a net profit increase of 113.62% to 132.19% for 2025 [39] - Zhongtai Co., Ltd. anticipates a net profit of 420 million to 480 million yuan for 2025, recovering from a previous loss [38] Financing and Capital Increase - Desai Xiwai is planning to issue H-shares and list on the Hong Kong Stock Exchange [40] - Xingye Yinx is also preparing to issue H-shares for listing on the Hong Kong Stock Exchange [41] Other Significant Events - Baotailong's controlling shareholder was ordered to rectify its failure to fulfill a shareholding increase commitment [42] - *ST Changyao's stock may face termination of listing due to negative net assets and other financial issues [43]

| | | 1月6日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 三博脑科 | 不涉及脑机接口产品的研发、生产及销售 | | | 航天长峰 | 未实际开展脑机接口等相关业务 | | 项目投资 | 同飞股份 | 拟6亿元投资建设南方总部暨工业领域冷却设备及组件项目 | | 合同中标 | 精工钢构 | 中标杭州产创CBD76号地块项目 | | 股权转让 | 观想科技 | 拟购买辽晶电子100%股份 | | 回购 | 理工能科 | 累计回购3.59%股份 回购股份方案已实施完毕 | | 增减持 | 盛科通信 | 国家集成电路产业投资基金拟减持不超3.00%股份 | | 其他 | 浙江仙通 | 拟定增募资不超10.5亿元 投于研发中心升级建设项目等 | | | 利尔化学 | 预计2025年净利润同比增长113.62%-132.19% 写 簡屋に | 【热点】 三博脑科(301293.SZ)：不涉及脑机接口产品的研发、生产及销售 航天长峰(600855.SH)：未实际开展脑机接口等 相关业务 翔宇医疗(688626.SH)：在脑机接口方面的投入，相关产品尚 ...

Group 1 - The company, Aerospace Changfeng (600855.SH), has three main business segments: military electronics, public safety, and high-end medical equipment [1] - The company has not engaged in brain-computer interface-related businesses or commercial aerospace activities [1]

Group 1 - The company, Aerospace Changfeng (600855.SH), has announced a stock price fluctuation notice, clarifying its main business segments which include military electronics, public safety, and high-end medical equipment [1] - The company has not engaged in brain-computer interface related businesses or commercial aerospace activities [1] - Investors are advised to be cautious and aware of investment risks [1]

北京航天长峰股份有限公司 股票交易异常波动公告 证券代码：600855 证券简称：航天长峰 公告编号：2026-001 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、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 北京航天长峰股份有限公司（以下简称"航天长峰"或"公司"）股票交 易于 2025 年 12 月 31 日、2026 年 1 月 5 日、2026 年 1 月 6 日连续三个交易日内 日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，属于股票交易价格异常波动的情形。 经公司自查并向公司控股股东、实际控制人征询信息及核实，截至本公告 披露日，除本公司已披露事项外，不存在应披露而未披露的重大信息。 公司 2025 年前三季度实现营业收入 6.46 亿元，较上年同期下降 1.73%， 归属于上市公司股东的净利润-0.77 亿元，较上年同期亏损减少 0.22 亿元，基 本每股收益-0.1650 元/股。 公司主营业务分为军工电子、公共安全和高端医疗装备三大板块，目前公 司未实际开展脑机接口等相关业务、不从事商业航天相关业务。 ...