作者 | 弗雷迪 数据支持 | 勾股大数 据（www.gogudata.com） 2026 年第一个交易日， A 股马上迎来了开门红。沪指拉升涨超 1% ，时隔 34 个交易日，盘中重回 4000 点；创业板指涨超 2% ，科技 股、金融、周期板块纷纷上涨。 随着 " 新质生产力 " 从政策概念走向产业落地，商业航天已不再是遥不可及的题材炒作，而是正在成长为大国博弈与经济转型的硬核引擎。 2025 年见证了国防军工板块的强势复苏， 尤其是涵盖卫星互联网的商业航天细分赛道，在年末更是呈现出加速上攻的态势 。 元旦回来赛道延续攻势， 卫星产业ETF(159218) 跟踪的标的指数大涨3.78%，盘中资金抢筹积极，净流入量直接创下单日新高。 这种超额收益的背后，是 资金 对中国航天从 " 试验探索 " 迈向 " 工业化量产 " 这一历史性跨越的敏锐捕捉。 板块题材上，脑机接口、保险、半导体、商业航天、创新药、游戏、有色金属板块涨幅居前；海南自贸区、旅游及酒店、银行、跨境支付、猪 肉板块跌幅居前。 01 2026，开门红 具体来看，脑机接口板块早盘掀起涨停潮，倍益康 30cm 涨停，三博脑科、美好医疗、翔宇医疗等超 ...

证券日报网讯12月30日，映翰通在互动平台回答投资者提问时表示，公司在小星云管家云管理平台最新 推出的AI运维助手，是一款面向网络运维领域的垂直应用型AI智能体，能够理解用户的自然语言指 令，自主规划任务步骤(如网络诊断、策略配置)，并调用平台工具自动执行，最终实现"对话即运维"的 智能化体验。 ...

（文章来源：证券日报） 证券日报网讯 12月30日，映翰通发布公告称，公司核心技术人员韩传俊先生于近日因个人原因申请辞 去所任职务并办理完成离职手续。离职后，韩传俊先生不再担任公司任何职务。 ...

证券代码：688080 证券简称：映翰通 公告编号：2025-071 北京映翰通网络技术股份有限公司 关于公司核心技术人员离职的公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： ●北京映翰通网络技术股份有限公司（以下简称"公司"）核心技术人员韩传 俊先生于近日因个人原因申请辞去所任职务并办理完成离职手续。离职后，韩传 俊先生不再担任公司任何职务。 ●韩传俊先生与公司签署了《竞业限制协议》《保密协议》，其工作期间参与 研发的知识产权均为职务成果，相关所有权均属于公司，不存在涉及职务发明专 利权属纠纷或潜在纠纷的情形，离任不影响公司专利权的完整性，不会对公司业 务发展和技术创新产生重大不利影响。 ●目前韩传俊先生未参加公司在研项目，其离职不会影响在研项目及核心技 术的推进和实施。公司其他关键核心技术人员未发生变化，整体研发实力不会因 韩传俊先生离职而产生重大不利影响，不存在对公司业务发展、技术研发、产品 创新等产生不利影响的情况。 韩传俊先生从事 M2M/物联网相关技术研究多年，曾作为负责人主导公司的 设备云 ...

Group 1 - The focus on the information technology self-controllable sector is highlighted by the active performance of the Xinchuang ETF fund (562030), which saw an intraday increase of 1.55% and is currently up 1.16%, marking a potential three-day winning streak [1] - Among the constituent stocks, Axin Security showed the strongest performance with a rise of 9.86%, followed by Jiangbolong and Geer Software with increases of 5.69% and 4.27% respectively [1] - Chengdu Huami experienced the largest decline at 1.63%, while Yonyou Network and Yuntian Lefeiy showed relatively weaker performances with drops of 0.38% and 0.21% respectively [1] Group 2 - The 8th GAIR Global Artificial Intelligence and Robotics Conference recently held in Shenzhen focused on the new decade of AI computing power development, emphasizing the critical role of heterogeneous computing software ecosystems in releasing computing power [3] - According to招商证券, the computer industry saw a performance turning point in Q3 2025, with a significant increase in per capita non-net profit, indicating a trend of improving industry efficiency [3] - The Xinchuang sector continues to exceed expectations, with its replacement scope extending from party and government to core government systems and key industry applications, further expanding the industrial chain [3] Group 3 - The Xinchuang ETF fund and its linked funds track the CSI Xinchuang Index, covering core segments of the Xinchuang industry chain, including basic hardware, software, application software, information security, and external devices, characterized by high growth and elasticity [5] - The investment logic for the Xinchuang industry is driven by four key factors: international geopolitical disturbances, urgent demand for self-controllability, government support, and accelerated corporate development [5] - The macroeconomic environment is seeing increased local debt efforts, with government procurement in the Xinchuang sector expected to recover [7] Group 4 - Key investment lines in the Xinchuang sector include leading players in the mainstream Xinchuang ecosystem, urgent demand in specific fields like domestic computing ecology and industrial software, and core participants in the Huawei supply chain benefiting from the expansion of Xinchuang logic [6] - The technological advancements represented by domestic manufacturers like Huawei are expected to lead to an increase in market share for domestic software and hardware [7] - The Xinchuang sector is at a critical time point for advancement, with procurement standards becoming more refined [7]

Group 1 - The A-share market saw a majority of semiconductor stocks rise, with Zhenlei Technology increasing by over 16% [1] - Hengshuo Co. experienced a rise of over 14% [1] - Fudan Microelectronics and Chengdu Huami both rose by over 13% [1] Group 2 - Changchuan Technology increased by nearly 9% [1] - Jingfeng Mingyuan saw an increase of over 7% [1] - Beijing Junzheng and Hongwei Technology both rose by over 6% [1] Group 3 - Juxin Technology increased by over 5% [1] - Hangyu Micro, Ruichuang Weina, Xindong Linke, Yandong Micro, and Yuanjie Technology all rose by over 4% [1]

Core Insights - The Internet of Things (IoT) gateway is a crucial hub in the IoT architecture, facilitating interconnectivity between the perception layer, network layer, and application layer, while performing key functions such as data collection, protocol conversion, and edge computing [1][2][3] - The global IoT market is experiencing rapid growth, with revenues expected to reach $1.016 trillion in 2024 and projected to rise to $2 trillion by 2030, with the Asia-Pacific region contributing 55% of the revenue, primarily driven by China [1][7] - The Chinese IoT industry is set to reach a market size of 4.01 trillion yuan in 2024, increasing to 4.55 trillion yuan in 2025, with a year-on-year growth rate of approximately 13.7% [1][7] - The IoT gateway market in China is expected to grow to 45 billion yuan in 2024 and surpass 51.8 billion yuan in 2025, with an annual compound growth rate of over 15% [1][8] Industry Overview - The IoT gateway serves as a key device for interconnecting various IoT terminal devices with different protocols, types, and transmission rates, while also performing data collection, protocol conversion, edge computing, data filtering, and secure transmission [2][3] - The IoT gateway can be categorized based on protocol type, deployment scenario, and functional characteristics, including wireless protocol gateways, wired protocol gateways, and multi-protocol fusion gateways [3][5] Market Dynamics - The industrial-grade gateway accounts for over 42% of the market, with significant demand from key industries such as automotive manufacturing and energy and chemical sectors [8] - The consumer-grade gateway market is driven by the proliferation of smart home devices, while the automotive IoT gateway is experiencing rapid growth due to the development of V2X infrastructure [8] - Edge computing gateways, although currently holding a market share of about 6%-10%, are seeing a penetration rate of 35% due to the demand for real-time industrial applications [8] Policy Environment - The Chinese government has implemented various policies to promote the high-quality development of the IoT industry, including the "Digital China Construction Overall Layout Plan" and local initiatives aimed at integrating new information technologies with vertical sectors [6][7] Industry Chain - The IoT gateway industry chain is clearly defined, with upstream focusing on hardware and core technology suppliers, midstream consisting of gateway manufacturers and integrators, and downstream involving users and service providers in various IoT application fields [6] Competitive Landscape - The industry is characterized by a competitive landscape dominated by local giants like Huawei and ZTE, which hold approximately 41% of the market share, while specialized companies like Yihantong focus on specific verticals [10] Future Trends - The IoT gateway industry is expected to evolve towards deeper technological integration, with a focus on edge computing and artificial intelligence, transforming gateways into intelligent decision-making terminals [11] - The market will shift towards customized solutions for vertical industries, with a focus on adapting gateways to specific scenarios [12] - The trend of domestic substitution will continue, with local companies building self-sufficient supply chains and innovative service models emerging, such as "device as a service" [13][14]

Group 1 - The commercial aerospace sector is experiencing a strong resurgence, with companies like Shenjian Co. achieving three consecutive trading limit increases, and Guojijiangong achieving two consecutive trading limit increases [1] - Beidouxingtong reached the trading limit, while other companies such as Taigang Stainless Steel, Mengsheng Electronics, Chengdu Huamei, Shanghai Port Bay, and Huali Chuantong saw their stock prices rise over 5% [1] - A significant event reported by CCTV News indicates that on December 20, 2025, at 20:30, China will successfully launch the Communication Technology Test Satellite No. 23 using the Long March 5 rocket from the Wenchang Space Launch Site, marking a successful mission with the satellite entering its designated orbit [1]

Core Viewpoint - The company, Yinghantong, focuses on a wide range of IoT products and solutions across various industries, emphasizing its commitment to innovation in the IoT sector [1] Group 1: Main Products and Solutions - The company's main products include industrial wireless routers, wireless data terminals, AI edge computers, vehicle gateways, edge routers, smart APs, and industrial Ethernet switches [1] - Additionally, the company offers innovative IoT solutions such as smart distribution network status monitoring systems, smart vending control systems, AI smart refrigerators, and intelligent vehicle networking systems [1] Group 2: Business Scope - The company does not currently engage in commercial aerospace-related business activities [1]

Core Viewpoint - The company, Yinghantong, has successfully applied its products in various smart city scenarios, enhancing urban operational efficiency and management levels through device networking, remote monitoring, and data aggregation [1] Group 1: Application Areas - The company's products are utilized in smart transportation, municipal public facilities, energy management, and government terminals [1] Group 2: Technological Features - The implementation involves device networking, remote monitoring, and data aggregation to support urban management [1]