Core Viewpoint - The Shanghai Composite Index closed at 4085.77 points, up by 0.05% on January 7, with 75 stocks listed on the daily trading leaderboard [1]. Group 1: Stock Performance - Notable stocks with significant gains include: - Nanda Optoelectronics, up 20.00% with a trading volume of 1.33 billion and a net buy of 3.81 billion [2] - China First Heavy Industries, up 10.10% with a net buy of 1.20 billion [2] - Yiyuan Media, up 10.02% with a net buy of 678.86 million [2] - Chip Source Microelectronics, up 20.00% with a net buy of 604.04 million [2] - Other stocks with notable performance include: - Wangzi New Materials, up 5.95% with a net buy of 1.54 billion [2] - Innovation Medical, up 9.99% with a net buy of 545.46 million [2] Group 2: Capital Inflows - Major net buying by trading desks includes: - Guotai Junan Securities, Beijing Zhichun Road, with a net buy of 403.42 million [3] - Guotai Junan Securities, Shanghai Songjiang District, with a net buy of 380.92 million [3] - Shanghai Stock Connect, with a net buy of 351.52 million [3] - Other significant net buying includes: - Goldman Sachs (China) Securities, Shanghai Pudong New Area, with a net buy of 314.91 million [3] - Kaiyuan Securities, Xi'an West Street, with a net buy of 302.62 million [3]

Market Overview - The A-share market saw a slight increase on January 7, with the Shanghai Composite Index achieving a 14-day consecutive rise, closing up 0.05% at 4085.77 points. The Shenzhen Component Index rose 0.06% to 14030.56 points, while the ChiNext Index increased by 0.31% to 3329.69 points. The total trading volume in the Shanghai and Shenzhen markets reached 2.85 trillion yuan, an increase of 476 billion yuan compared to the previous trading day, marking the second consecutive day of trading volume exceeding 2.8 trillion yuan [1]. Sector Performance - The commercial aerospace sector was notably active, with over ten stocks hitting the daily limit, including Lushin Investment with 7 limit-ups in 9 days and Leike Defense with 6 consecutive limit-ups. The coal sector also saw significant gains, with Dayou Energy and Shaanxi Black Cat hitting the limit. Semiconductor equipment stocks continued their strong performance, with Zhongwei Company and Beifang Huachuang reaching historical highs. The photoresist concept stocks were active, with Guofeng New Materials achieving 2 limit-ups in 3 days, and Nanda Optoelectronics and Tongcheng New Materials hitting the limit. The controllable nuclear fusion concept showed strength, with China First Heavy Industries and China Nuclear Engineering hitting the limit [1]. Limit-Up Stocks - A total of 80 stocks (excluding ST and delisted stocks) hit the daily limit, with 23 stocks achieving consecutive limit-ups. The limit-up rate was 64%, with notable stocks including Shengtong Energy with 14 consecutive limit-ups, Fenglong Co. with 9 consecutive limit-ups, and Youbang Ceiling with 5 consecutive limit-ups. The commercial aerospace concept stocks such as Lushin Investment and Leike Defense were highlighted for their strong performance [1].

每经AI快讯，1月7日早盘，可控核聚变概念震荡走高，中国一重、弘讯科技、中国核建涨停，王子新 材、国机重装、常辅股份、哈焊华通等跟涨。 （文章来源：每日经济新闻） ...

Industry Overview - The rapid development of key sectors in China's economy, such as automotive, shipbuilding, construction, petrochemicals, nuclear energy, and oil and gas transportation, has significantly boosted the demand for the upstream metallurgy industry, thereby driving the growth of the metallurgy equipment manufacturing industry [1][8] - The market size of China's metallurgy equipment manufacturing industry is projected to grow from 103.085 billion yuan in 2018 to 143.675 billion yuan in 2024, with a compound annual growth rate (CAGR) of 5.69% [9] Policy Support - The Chinese government has introduced numerous policies to support the metallurgy equipment manufacturing industry, focusing on large-scale, intelligent, and green transformation of equipment, as well as enhancing digital technology applications [2] - Specific initiatives include the "Copper Industry High-Quality Development Implementation Plan (2025-2027)" and the "Aluminum Industry High-Quality Development Implementation Plan (2025-2027)," which aim to promote innovation and the modernization of equipment [2] Industry Chain - The upstream of the metallurgy equipment manufacturing industry consists of raw materials and components, including steel, non-ferrous metals, castings, and forgings, which are essential for manufacturing [4] - The midstream involves the production and manufacturing of metallurgy equipment, while the downstream includes industries such as iron and steel, steel processing, and non-ferrous metal smelting [4] Production and Growth Trends - China's steel production is a critical raw material for metallurgy equipment manufacturing, with production expected to grow from 1.05 billion tons in 2017 to 1.4 billion tons in 2024, reflecting a CAGR of 4.2% [6] - The production of metallurgy equipment experienced a recovery in 2022, with output reaching 6.8849 million tons in 2024, a year-on-year increase of 0.63% [7] Competitive Landscape - The industry features a dual structure of international giants and domestic leading enterprises, with companies like CITIC Heavy Industries and China First Heavy Industries emerging as key players in the domestic market [9][10] - Domestic companies are increasingly capturing market share by leveraging local demand, cost-effectiveness, and rapid service response, challenging the dominance of foreign firms in certain segments [9] Future Development Trends - The industry is expected to focus on large-scale and extreme manufacturing capabilities, with advancements in equipment aimed at higher efficiency and lower energy consumption [12] - There will be a significant shift towards integrating smart technologies and digital twin systems throughout the equipment lifecycle, enhancing predictive maintenance and operational efficiency [13] - The trend towards green and low-carbon processes will become a core innovation direction, emphasizing the importance of carbon reduction technologies in equipment design and manufacturing [14]

Group 1: Market Performance - Heilongjiang Province's capital market index rose by 4.82% in December 2025, outperforming the Shanghai Composite Index and Shenzhen Component Index, but slightly underperforming the ChiNext Index[19] - In the last three trading days of December, the Heilongjiang index experienced a minor decline of 0.38%, attributed to normal market adjustments[22] - The overall performance of listed companies in Heilongjiang was weak, with 24 companies reporting negative returns and only 15 achieving positive returns[25] Group 2: Key Company Highlights - Guanglian Aviation saw the highest increase at 112.11%, followed by Aerospace Science and Technology (+51.11%), New Light Optoelectronics (+41.21%), Dapeng Industry (+36.05%), and China First Heavy Industries (+32.56%)[25] - Notably, 12 companies experienced declines exceeding 5%, with four companies, including Renmin Tongtai (-14.68%) and Fuerjia (-14.51%), seeing declines over 10%[25] Group 3: Economic and Policy Developments - Heilongjiang Airport Group achieved record transportation figures in 2025, with 205,000 flight takeoffs and landings, 29.064 million passengers, and 154,000 tons of cargo, marking year-on-year increases of 1%, 1.2%, and 4.8% respectively[3] - The province announced a new consumption upgrade policy on December 31, 2025, offering subsidies for replacing old vehicles and purchasing energy-efficient appliances, with maximum subsidies of 20,000 yuan for new energy vehicles and 1,500 yuan for energy-efficient appliances[10] Group 4: Industry Trends - The establishment of the Huagong Technology Intelligent Manufacturing Northern Headquarters in Harbin, with an investment of 100 million yuan, aims to drive the integration of industry and technology, focusing on the production of intelligent laser weeding robots[12] - The manufacturing sector's PMI rose to 50.1% in December, indicating a return to expansion after eight months, with significant improvements in production and new orders[27]

未来，中国一重将继续秉持"装备中国、走向世界"的企业使命，以持续自主创新推动国产冷轧装备实现从"并跑"到"领跑"的历史跨越，为我国钢铁工业智 能化、绿色化高质量发展贡献核心力量，在全球高端制造格局中持续彰显中国智慧与中国力量。 该机组是中国一重与三宝集团在1780mm热连轧项目后，再度携手深化合作的重要成果。中国一重积极发挥在推动国家高端装备制造业高质量发展中的引 领作用，助力三宝集团实现产品结构升级，拓展硅钢、超薄带钢等高附加值产品线。 近日，中国一重自主设计制造的首台套1450mm高牌号硅钢冷连轧机组在福建科宝一号线顺利投产，全线运行稳定，我国高端硅钢冷连轧核心装备领域实 现历史性突破。 1450mm硅钢冷连轧机组是中国一重自主设计并制造的国内首台套小辊径六辊六机架冷连轧机组，成功打破了国外设备供货商在高牌号硅钢冷连轧核心设 备领域的长期垄断局面，攻克了六机架小辊径冷连轧工艺及装备等"卡脖子"技术难题，显著提升了中国冷轧装备的核心竞争力与技术话语权。机组成功投 产在实现技术突破的同时，更体现出在技术上实现了高端硅钢冷连轧装备的完全自主可控，在市场上为硅钢等高附加值产品国产化提供了坚实保障，在产 业上推动了 ...

Group 1 - The report highlights that the Heilongjiang Airport Group achieved record transportation volumes in 2025, with 205,000 flight takeoffs and landings, 29.064 million passengers, and 154,000 tons of cargo, representing year-on-year growth of 1%, 1.2%, and 4.8% respectively [3][9] - The group has expanded its domestic and international routes to 363, connecting 112 cities, and is promoting the integration of "aviation + tourism" to enhance local economic development [3][9] - The report notes the launch of a new consumption upgrade policy in Heilongjiang, providing subsidies for replacing old vehicles and purchasing energy-efficient appliances, aimed at stimulating consumer spending [5][10] Group 2 - The report indicates that the Heilongjiang sector index rose by 4.82% in December 2025, outperforming the Shanghai and Shenzhen indices, with a notable divergence in the performance of listed companies [19][25] - Five companies in the province saw significant gains, with Guanglian Aviation leading at 112.11%, followed by Aerospace Science and Technology (+51.11%) and New Light Optoelectronics (+41.21%) [25][26] - Conversely, 24 companies reported negative returns, with four companies experiencing declines exceeding 10%, including Renmin Tongtai (-14.68%) and Fuerjia (-14.51%) [25][26] Group 3 - The report emphasizes the integration of industry and technology, citing the launch of the Huagong Technology Intelligent Manufacturing Northern Headquarters in Harbin, which focuses on the development of intelligent laser weeding robots [12][13] - The project, with an investment of 100 million yuan and an annual production capacity of 200 units, aligns with the "storing grain in the ground and technology" strategy, showcasing the region's commitment to technological advancement [12][13] - The report also mentions the CE certification obtained by the Kando robot from Harbin, which signifies its readiness for the European market, reflecting the growing recognition of Chinese manufacturing in the global arena [11]

近日，中国一重自主设计制造的首台套1450mm高牌号硅钢冷连轧机组在福建科宝一号线顺利投产，全线运行稳定，我国高端硅钢冷连轧核心装备领域实 现历史性突破。 1450mm硅钢冷连轧机组是中国一重自主设计并制造的国内首台套小辊径六辊六机架冷连轧机组，成功打破了国外设备供货商在高牌号硅钢冷连轧核心设 备领域的长期垄断局面，攻克了六机架小辊径冷连轧工艺及装备等"卡脖子"技术难题，显著提升了中国冷轧装备的核心竞争力与技术话语权。机组成功投 产在实现技术突破的同时，更体现出在技术上实现了高端硅钢冷连轧装备的完全自主可控，在市场上为硅钢等高附加值产品国产化提供了坚实保障，在产 业上推动了我国冶金材料产业链向高端化、集群化发展的三重战略价值，标志着我国硅钢冷连轧技术正式步入世界先进行列。 该机组是中国一重与三宝集团在1780mm热连轧项目后，再度携手深化合作的重要成果。中国一重积极发挥在推动国家高端装备制造业高质量发展中的引 领作用，助力三宝集团实现产品结构升级，拓展硅钢、超薄带钢等高附加值产品线。 未来，中国一重将继续秉持"装备中国、走向世界"的企业使命，以持续自主创新推动国产冷轧装备实现从"并跑"到"领跑"的历史跨越，为 ...

证券代码：601106 证券简称：中国一重 公告编号：2026-001 二、交易结果情况 2026 年 1 月 4 日，龙江锐风 100%股权出售事宜已全部 完成，该项交易所涉及的工商变更登记已办理完毕。 特此公告。 中国第一重型机械股份公司董事会 2026 年 1 月 6 日 中国第一重型机械股份公司 关于子公司出售资产的结果公告 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 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、交易概述 2025 年 10 月 31 日，中国第一重型机械股份公司（以 下简称公司）在《中国证券报》《上海证券报》和上海证券 交易所网站（www.sse.com.cn）披露了《中国第一重型机械 股份公司关于子公司出售资产的公告》（公告编号：2025- 052），公司所属子公司一重上电（齐齐哈尔市）新能源有 限公司（以下简称一重上电）拟以公开挂牌的形式，通过上 海联合产权交易所公开挂牌转让持有的龙江锐风新能源有限 公司（以下简称龙江锐风）100%股权。公司结合资产出售 实际进展，于 2025 年 12 月 30 日在法定信息披露媒体披露 了《中国 ...

中国一重公告，2026年1月4日，子公司一重上电已通过上海联合产权交易所公开挂牌转让持有的龙江锐 风新能源有限公司100%股权，相关工商变更登记手续已办理完毕。 ...