Market Overview - On January 9, the Shanghai Composite Index rose by 0.92%, the Shenzhen Component Index increased by 1.15%, and the ChiNext Index went up by 0.77% [1] - A total of 54 stocks appeared on the "Dragon and Tiger List" due to significant price movements, with Kunlun Wanwei (300418.SZ) seeing the highest net inflow of funds at 1.032 billion yuan [1][3] Stock Performance - Kunlun Wanwei closed up by 19.99% with a turnover rate of 16.37%, and it accounted for 10.03% of the total trading volume [1][3] - Other notable stocks included: - Lioo Co., Ltd. (利欧股份) with a 10.03% increase and a net buy of 626.66 million yuan [3] - Zhenlei Technology (臻镭科技) rose by 19% with a net buy of 550.80 million yuan [3][5] - LeiKe Defense (雷科防务) increased by 3.45% with a net buy of 527.70 million yuan [3] Institutional Activity - Institutions participated in 40 stocks on the Dragon and Tiger List, with a total net buy of 542 million yuan, buying 22 stocks and selling 18 [4] - The stock with the highest institutional net buy was Zhenlei Technology, which saw a net buy of 42.24 million yuan [5][13] Northbound Capital - Northbound funds participated in 28 stocks on the Dragon and Tiger List, with a total net buy of 1.228 billion yuan [8] - The stock with the highest net buy from northbound funds was Innovation Medical (创新医疗), with a net buy of 288 million yuan [8][11] Notable Sell-offs - The stock with the highest net sell was Xue Ren Group (雪人集团), with a net sell of 588.52 million yuan, despite a closing increase of 1.7% [4][11] - Other significant net sells included: - Jin Feng Technology (金风科技) with a net sell of 476.88 million yuan [11][14] - Hongyuan Green Energy (弘元绿能) with a net sell of 342.74 million yuan [4][14]

智通财经APP讯，臻镭科技(688270.SH)发布股价异动公告称，公司目前尚未发现可能或已经对公司股 票交易价格产生影响的媒体报道或市场传闻和涉及热点概念的事项。从产业周期来看，当前商业航天仍 处于产业化初期阶段，受限于火箭运力、火箭发射成本、发射工位等制约因素，批量化发射组网进展及 对公司营收贡献存在不可预见性，敬请广大投资者明辨信息，理性决策，审慎投资。 ...

Group 1 - Gree Co., Ltd. plans to use no more than 6 billion yuan of idle self-owned funds for entrusted wealth management, with a validity period of one year from the date of board approval [1] - Guosheng Technology's stock will resume trading on January 12 after completing an investigation into abnormal trading, but the company expects a net loss for 2025 [2] - Dongzhu Ecology is negotiating to terminate the acquisition of control over Kairui Xingtong due to failure to reach an agreement on valuation and other commercial terms [3] Group 2 - Jiaoyun Co., Ltd. intends to swap its passenger car sales and automotive after-service assets with the cultural and tourism-related assets of its controlling shareholder, which is expected to constitute a major asset restructuring [4] - Baogang Co., Ltd. plans to adjust the related transaction price of rare earth concentrate for the first quarter of 2026 to 26,834 yuan per ton, a slight increase from the previous quarter [5] - Luzhou Laojiao proposes a cash dividend of 13.58 yuan per 10 shares, totaling approximately 2 billion yuan [6] Group 3 - Zhenlei Technology states that the commercial aerospace industry is still in its early industrialization stage, with unpredictable contributions to revenue from batch launches [7][8] - China First Heavy Industries has only undertaken a small number of projects related to "controlled nuclear fusion," and these products have not yet generated revenue [9] - Huanxu Electronics plans to invest 30 million yuan in a private equity fund focused on AI-driven new generation information technology industries [10] Group 4 - Ruina Intelligent plans to invest approximately 169.9 million yuan to build a modern intelligent high-efficiency heat pump R&D and production base [11] - Hualan Biological intends to acquire a 35% stake in Ningbo Guangfeng Capsule Co., Ltd. for 8.4647 million yuan, with plans for further acquisitions in the future [12] - Yili Media reports that its main business and business model have not undergone significant changes, and its operations are normal [13] Group 5 - Jushi Chemical received a notice of administrative penalty for inflating revenue and profits through false trading, with a proposed fine of 2.4 million yuan [14] - Haiyou New Materials has been designated as a supplier for a well-known automotive glass manufacturer to develop and supply PDLC dimming film products [15][16] - Shanda Electric signed a strategic cooperation agreement with Shandong Development New Energy Co., Ltd. to promote the technological upgrade and large-scale development of the new energy industry in Shandong Province [17] Group 6 - China Shipbuilding Defense expects a net profit increase of 149.61% to 196.88% for 2025, driven by improved ship product revenue and production efficiency [18] - Daotong Technology anticipates a net profit increase of 40.42% to 45.1% for 2025, fueled by AI-driven services [19] - Zhenhua New Materials expects a net loss of 400 million to 500 million yuan for 2025 due to declining market demand for existing products [20] Group 7 - Greenland Holdings anticipates a net loss of 16 billion to 19 billion yuan for 2025, primarily due to declining asset prices and increased financial expenses [21] - Electric Wind Power expects a net loss of 890 million to 1.09 billion yuan for 2025, attributed to intensified competition and delays in project construction [22] - Jintou City Development forecasts a net loss for 2025 [23] Group 8 - Dazhi expects a net loss for 2025 [25] - Wantong Development anticipates a net loss for 2025 [26] - Wanfu Biological projects a net profit decline of 87.71% to 91.81% for 2025 due to market price reductions and increased R&D expenses [27] Group 9 - Zhongkong Technology expects a net profit decline of 53.07% to 61.85% for 2025, driven by economic slowdown and reduced customer demand [28] - Jian Kai Technology's shareholder plans to reduce holdings by up to 3% [29] - Huati Technology's actual controller plans to reduce holdings by up to 3% [30]

证券代码：688270 证券简称：臻镭科技 公告编号：2026-001 浙江臻镭科技股份有限公司 股票交易异常波动公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 浙江臻镭科技股份有限公司（以下简称"公司"）股票交易价格连续 3 个交易日（2026 年 1 月 7 日、2026 年 1 月 8 日、2026 年 1 月 9 日）内收盘 价格涨幅偏离值累计达到 30%。根据《上海证券交易所交易规则》《上海证券 交易所科创板股票异常交易实时监控细则》的有关规定，属于股票交易异常 波动的情形。 经公司自查，并向控股股东、实际控制人核实，截至本公告披露日， 公司及控股股东、实际控制人及其一致行动人不存在应披露而未披露的重大 信息。 近期公司生产经营情况正常，内外部经营环境未发生重大变化；未来 随着行业竞争加剧，公司产品存在销售价格下降、毛利率降低的风险。 公司已于 2025 年 12 月 27 日发布《浙江臻镭科技股份有限公司关于 收到中国证券监督管理委员会立案告知书的公告》（公告编号：2025-058）， 截 ...

Group 1 - The core viewpoint of the article is that Zhenlei Technology (688270) has disclosed that its production and operational activities are currently normal, with no significant changes in the internal and external operating environment [1] - The company acknowledges the risk of declining sales prices and gross margins due to increasing industry competition [1] - The commercial aerospace industry is still in its early stages of industrialization, facing constraints such as rocket capacity, launch costs, and launch site limitations, which may lead to unpredictability in the progress of mass launches and their contribution to the company's revenue [1]

Core Viewpoint - The stock price of Zhenlei Technology has experienced an abnormal fluctuation, with a cumulative increase of 30% over three consecutive trading days, indicating unusual trading activity [1] Company Summary - The company's production and operational conditions remain normal, with no significant changes in the internal and external business environment [1] - There are risks associated with potential declines in product sales prices and gross profit margins due to increasing industry competition [1] Industry Summary - The commercial aerospace industry is still in its early stages of industrialization, facing constraints such as rocket capacity, launch costs, and launch site availability [1] - The progress of mass launch networking and its contribution to the company's revenue remains unpredictable [1]

证券之星消息，1月9日半导体板块较上一交易日上涨0.84%，臻镭科技领涨。当日上证指数报收于 4120.43，上涨0.92%。深证成指报收于14120.15，上涨1.15%。半导体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688270 | 岳省村技 | 180.88 | 19.00% | 36.19万 | | 61.28 Z | | 688809 | 强一股份 | 367.00 | 13.62% | 9.51万 | | 32.23亿 | | 688891 | 灿芯股份 | 130.30 | 13.35% | 15.02万 | | 18.70亿 | | 688167 | 炬光科技 | 204.17 | 10.54% | 6.22万 | | 12.15亿 | | 688048 | 长光华芯 | 138.59 | 9.39% | 24.23万 | | 32.06亿 | | 300053 | 航宇微 | 21.72 | 8.87% | 186.93万 | | ...

1月9日，卫星板块再度冲高。数据显示，截至13时50分，上市来首支收益翻倍的卫星产业ETF(159218) 涨4.34%，交投持续升温，成交额约10.3亿刷新历史记录！ 国信证券指出，商业航天万亿市场蓄势待发，产业链"哑铃型结构"中建议重点关注高壁垒、高弹性的核 心环节。1）运载火箭：得发动机者得天下，关注发动机上游的高温合金、特种不锈钢以及金属3D打印 环节；以及栅格舵、着陆腿等新增可回收组件将带来新的材料需求（如钛合金、碳纤维）；2）卫星制 造：载荷定义价值，卫星正从"平台为王"转向"载荷为王"。核心弹性：相控阵T/R组件，类似于AI服务 器中的光模块，需求量与卫星数量呈线性倍数关系，单星价值量占比高，且技术壁垒极高。星间激光通 信：为实现全球无死角覆盖，卫星间激光链路成为标配，是纯增量市场。霍尔电推：卫星延寿与变轨的 关键，替代传统化学推进是确定性趋势；3）下游应用：终端直连有望打开C端市场，相关的高性能天 线、基带芯片将迎来消费电子级的放量机遇。 风险提示：基金有风险，投资需谨慎。 ...

风险提示：基金有风险，投资需谨慎。 1月9日，卫星板块跳空高开。数据显示，截至9时47分，表征板块的卫星产业ETF(159218)放量涨4.59%，成分股信科移动-U、臻镭科技、国机精 工、航天电子、国博电子涨幅居前。交投持续升温，换手率达9.48%，成交额约2.8亿。资金热度不减，据Wind Level2实时行情结合均价预估，盘 中净流入超1.1亿，截至发稿，以实时成交价估算，盘中预估规模约31亿，在全市场同标的ETF中规模居首。 ...

Group 1 - The core point of the news is that Zhenlei Technology's stock increased by 5.26% to 160.00 CNY per share, with a trading volume of 242 million CNY and a turnover rate of 0.71%, resulting in a total market capitalization of 34.248 billion CNY [1] - Zhenlei Technology, established on September 11, 2015, and listed on January 27, 2022, is located in Hangzhou, Zhejiang Province, and specializes in the research, production, and sales of integrated circuit chips and microsystems [1] - The company's main business revenue composition includes: power management chips (50.10%), RF transceiver chips and high-speed high-precision ADC/DAC chips (39.47%), technical services (5.97%), microsystems and modules (2.49%), terminal RF front-end chips (1.93%), and others (0.04%) [1] Group 2 - From the perspective of fund holdings, Jin Yuan Shun An Fund has a significant position in Zhenlei Technology, with its Jin Yuan Shun An Value Growth Mixed Fund (620004) holding 21,300 shares, accounting for 1.98% of the fund's net value, making it the seventh-largest holding [2] - The Jin Yuan Shun An Value Growth Mixed Fund (620004) was established on September 11, 2009, with a latest scale of 70.0466 million CNY, and has achieved a year-to-date return of 5.59%, ranking 1258 out of 8827 in its category, and a one-year return of 28.76%, ranking 4237 out of 8084 [2]