Group 1 - The main point of the news is that the net outflow of major funds in the Shanghai and Shenzhen markets reached 45.304 billion yuan, with the Sci-Tech Innovation Board experiencing a net outflow of 1.5 billion yuan [1] - A total of 406 stocks on the Sci-Tech Innovation Board rose, while 186 stocks fell, indicating a mixed performance in the market [1] - Among the stocks with net inflows, 251 stocks saw major fund inflows, with 17 stocks receiving over 100 million yuan, led by Cambrian Technologies with a net inflow of 699 million yuan [1] Group 2 - There are 54 stocks that have seen continuous net inflows for more than three trading days, with Aiko Photonics leading at 12 consecutive days of inflow [2] - Conversely, 131 stocks have experienced continuous net outflows, with Dameng Data facing the longest streak at 22 consecutive days of outflow [2] - The top three stocks by net inflow include Cambrian Technologies (699.49 million yuan), Haiguang Information (561.42 million yuan), and Moore Threads (311.93 million yuan) [2][3]

证券代码：688110 证券简称：东芯股份 公告编号：2026-004 东芯半导体股份有限公司 关于对外投资暨关联交易进展的公告 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： | 序号 | 股东 | 本轮投资 | 新增认缴 | 投后认缴 | 持股比例 | | --- | --- | --- | --- | --- | --- | | | | 金额 | 注册资本 | 注册资本 | | | 18 | 北京争辉咨询中心（有限合伙） | 1,000.00 | 3.85 | 3.85 | 0.24% | | 19 | 北京国汽远思股权投资中心（有限 | 1,500.00 | 5.77 | 5.77 | 0.36% | | | 合伙） | | | | | | 20 | 广州盛粤景丰创业投资基金合伙企 | 1,000.00 | 3.85 | 3.85 | 0.24% | | | 业（有限合伙） | | | | | | 21 | 北京智算多多科技有限公司 | 500.00 | 1.92 | 1.92 | 0.12% | | ...

每经AI快讯，1月8日，东芯股份(688110.SH)公告称，砺算科技（上海）有限公司已完成工商变更登记 手续，并取得营业执照。公司已根据与砺算科技签署的增资协议约定，向砺算科技支付增资款2.11亿 元。本次增资完成后，公司持有砺算科技约35.87%的股权。本次交易存在投后管理风险、标的公司的 业务风险等，敬请广大投资者注意投资风险。 ...

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index rising by 0.09% to 4089.45 points, while the Shenzhen Component Index fell by 0.2% to 14003.09 points, and the ChiNext Index decreased by 0.52% to 3312.47 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.77 trillion yuan, with over 3700 stocks rising, including 80 stocks hitting the daily limit [1] Key Sectors Commercial Aerospace - The commercial aerospace sector remained strong, with multiple stocks hitting the daily limit, including Galaxy Electronics with four consecutive limit-ups [3] - The sector is entering a new phase of rapid development, with significant catalysts expected in the near future [3] Controlled Nuclear Fusion - The controlled nuclear fusion sector continued its strong performance, with several stocks, including China Nuclear Engineering, hitting the daily limit [2] - The sector is gaining attention due to breakthroughs in high-temperature superconductors and artificial intelligence, with a focus on engineering and commercial viability [2] Computing Power Chips - The computing power chip sector saw gains, with Haiguang Information rising over 10% [4] - The Ministry of Industry and Information Technology has issued guidelines to enhance AI computing power supply, supporting the development of key technologies [4] Electronic Chemicals - The electronic chemicals sector experienced an uptick, with stocks like Sanfu Co. and Heyuan Gas hitting the daily limit [5] - The Ministry of Commerce has initiated an anti-dumping investigation into imported dichlorodihydrosilane from Japan, which may impact the domestic industry [5] Institutional Insights Citic Securities - Citic Securities suggests a higher probability of market upward movement in 2026, driven by the balance between external and internal demand [6] - The firm recommends focusing on sectors with lower concentration but increasing attention and catalysts, such as chemicals and engineering machinery [7] Zhongtai Securities - Zhongtai Securities maintains a cautiously optimistic view on the technology sector, suggesting that funds may tighten temporarily but could lead to buying opportunities [8] - The firm emphasizes the importance of direction selection and rhythm control in investment strategies [8] Everbright Securities - Everbright Securities notes increasing divergence among market funds, indicating potential volatility risks [9] - The firm highlights the AI concept on the edge, with an upcoming AI hardware exhibition expected to stimulate related sectors [9]

证券日报网讯1月7日，东芯股份在互动平台回答投资者提问时表示，公司将积极关注新兴产业的发展方 向。公司将继续聚焦主业发展，努力提升经营业绩以回报投资者。 ...

（文章来源：证券日报） 证券日报网讯 1月7日，东芯股份在互动平台回答投资者提问时表示，截至2025年9月30日公司共有普通 股股东总数51260户。公司前十名股东、前十名无限售条件股东持股情况及股东数量，详见公司定期报 告披露的相关信息。 ...

Core Viewpoint - Dongxin Co., Ltd. confirms that Lishuan Technology is operating well, with the first self-developed GPU chip 7G100 undergoing customer sampling, testing, production, software optimization, and sales expansion [1] Group 1 - The company emphasizes the importance of Lishuan Technology as a strategic investment to integrate storage, computing, and networking technologies [1] - Lishuan Technology is actively working on the 7G100 graphics rendering GPU chip, with various related tasks progressing normally [1]

证券日报网讯 1月7日，东芯股份在互动平台回答投资者提问时表示，砺算科技坚持自研架构，产品围 绕实现端、云、边的主流图形渲染和AI加速，对标主流GPU架构，与外部生态无缝兼容，力争解决国 产主流完整GPU架构自主可控的关键问题。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 1月7日，东芯股份在互动平台回答投资者提问时表示，公司作为存储芯片领域企业，高 度关注 HBF 等新兴技术，将持续跟踪其技术迭代与市场动态，结合自身业务布局评估相关机会。 ...

Group 1 - The core viewpoint of the article is that Dongxin Co., Ltd. has engaged with investors regarding its subsidiary, Shanghai Lishuan, which focuses on the research and design of scalable GPU chips for various applications [1] - Shanghai Lishuan's first graphics card product is designed for multiple use cases, including personal computers, professional design, AI PCs, cloud gaming, cloud rendering, and digital twins [1]