Core Viewpoint - The non-metal materials sector experienced a 1.2% increase on January 9, with Changjiang Materials leading the gains, while the Shanghai Composite Index rose by 0.92% and the Shenzhen Component Index increased by 1.15% [1] Group 1: Market Performance - The non-metal materials sector saw a closing price increase, with Changjiang Materials closing at 28.25, up by 5.02% [1] - The sector's trading volume was significant, with Changjiang Materials recording 146,600 shares traded and a transaction value of 412 million yuan [1] - Other notable performers included Suotong Development, which closed at 26.42, up by 2.92%, and Lianrui New Materials, which closed at 64.05, up by 1.30% [1] Group 2: Capital Flow - The non-metal materials sector had a net inflow of 19.07 million yuan from institutional investors, while retail investors contributed a net inflow of 40.74 million yuan [1] - Notably, Lianrui New Materials had a net inflow of 11.17 million yuan from institutional investors, despite a net outflow of 23.24 million yuan from speculative funds [2] - Changjiang Materials experienced a net outflow of 5.81 million yuan from institutional investors, but had a net inflow of 14.06 million yuan from speculative funds [2]

证券之星消息，1月8日非金属材料板块较上一交易日下跌0.31%，联瑞新材领跌。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。非金属材料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) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 605086 | 龙高股份 | 48.88 | 9.99% | | 6.11万 | | 2.86亿 | | 001296 | 长江材料 | 26.90 | 2.44% | | 5.47万 | 1.45亿 | | | 301071 | 力量钻石 | 37.90 | 1.88% | | 15.42万 | | 5.88 (Z | | 920675 | 秉扬科技 | 10.35 | 0.88% | | 1.58万 | 1628.08万 | | | 920175 | 东方恢袁 | 11.77 | 0.77% | | 1.72万 | 2005.15万 | | | 920971 | 天马新材 | 32.00 | 0.60% ...

Market Overview - The non-metal materials sector increased by 2.12% on January 6, with Quartz Co. leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] Stock Performance - Key stocks in the non-metal materials sector showed the following performance: - Quartz Co. (603688) closed at 38.95, up by 4.28% with a trading volume of 212,900 shares and a transaction value of 836 million [1] - Tianma New Materials (920971) closed at 31.85, up by 3.11% with a trading volume of 33,600 shares and a transaction value of 106 million [1] - Suotong Development (603612) closed at 25.82, up by 3.03% with a trading volume of 278,800 shares and a transaction value of 711 million [1] Capital Flow - The non-metal materials sector experienced a net inflow of 133 million from institutional investors, while retail investors saw a net outflow of 97.65 million [2] - The capital flow for key stocks is as follows: - Suotong Development had a net inflow of 69.37 million from institutional investors [3] - Quartz Co. saw a net inflow of 60.33 million from institutional investors [3] - Longgao Co. (605086) had a net inflow of 17.34 million from institutional investors [3]

证券之星消息，1月5日非金属材料板块较上一交易日上涨2.37%，索通发展领涨。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。非金属材料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) | | --- | --- | --- | --- | --- | --- | | 603612 | 索通发展 | 25.06 | 6.64% | 34.28万 | 8.51亿 | | 688300 | 联瑞新材 | 63.72 | 2.63% | 4.45万 | 2.83亿 | | 603688 | 石英股份 | 37.35 | 2.10% | 7.65万 | 2.84亿 | | 301071 | 力量钻石 | 36.58 | 2.06% | 6.42万 | 2.34亿 | | 001296 | 长江材料 | 26.76 | 1.87% | 4.57万 | 1.22亿 | | 920175 | 东方碳素 | 11.52 | 1.77% | 1.01万 | 1155.26万 | | 920675 | 秉扬科技 | 9.98 ...

（文章来源：证券日报） 证券日报网讯 12月30日，长江材料在互动平台回答投资者提问时表示，截至2025年12月19日，公司股 东户数为26658户。 ...

Core Insights - The A-share market's AI narrative is clearly defined by a "hardware-first" approach, with exponential growth in computing power driving significant revenue increases in hardware sectors like CPO, AI servers, and storage chips [1] - The focus is shifting from hardware to applications as the AI industry matures, with expectations for a dual explosion in performance and valuation for AI application companies in 2026 [1][2] - The advertising sector is leading the commercialization of AI applications, particularly in digital advertising, where companies are leveraging AI for operational efficiency and new revenue streams [1][2] Hardware Sector Performance - Industrial Fulian (601138.SH) reported a fivefold year-on-year revenue increase in AI server-related business, while Zhongji Xuchuang (300308.SZ) saw significant growth in optical module revenue [1] - The hardware infrastructure is expected to provide the necessary support for application layers, with several brokerages indicating a shift in investment opportunities from hardware to application sides in 2026 [1] Advertising Sector Developments - Applovin (APP.US) exemplifies the success of AI in advertising, with a stock price increase of up to 56 times since the launch of ChatGPT, and a 71% year-on-year revenue growth in Q1 2025 [2] - BlueFocus (300058.SZ) and Leo Group (002131.SZ) have also begun to realize AI advertising business revenue, benefiting from large existing businesses and rich data resources [2][3] Vertical Industry Applications - Companies in vertical industries such as industrial AI, tax services, and office automation are achieving significant revenue growth through AI integration [5][6] - Nengke Technology (603859.SH) reported AI business revenue of 335 million yuan, accounting for 30.79% of total revenue, driven by its AI Agent products [5] - TaxFriend (603171.SH) achieved a 42.33% year-on-year increase in net profit, attributed to AI-driven revenue growth and efficiency improvements [6] 3D Printing Innovations - The release of Google's Nano Banana Pro is expected to revolutionize the 3D printing industry by significantly reducing design cycles and costs, thus driving demand for raw materials [8] - Companies like Changjiang Materials (001296.SZ) and Yinbang Co. (300337.SZ) are positioned to benefit from the anticipated growth in the 3D printing sector [9][10] Future Outlook - The A-share AI investment landscape is expected to transition from hardware speculation to application performance validation in 2026, with companies that have deep industry knowledge and data barriers likely to see significant profit growth [10] - The common traits among successful AI application companies include strong industry expertise, focus on vertical scenarios, and clear monetization strategies [7][10]

证券之星消息，12月26日非金属材料板块较上一交易日下跌0.41%，长江材料领跌。当日上证指数报收 于3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。非金属材料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) | | | --- | --- | --- | --- | --- | --- | --- | | 920675 | 秉扬科技 | 10.50 | 3.45% | 3.82万 | | 3956.87万 | | 920971 | 天马新材 | 32.79 | 2.95% | 5.83万 | | 1.92亿 | | 301071 | 力量钻石 | 36.39 | 0.58% | 7.34万 | | 2.67亿 | | 603688 | 石英股份 | 37.62 | 0.29% | 8.13万 | | 3.07亿 | | 920175 | 东方恢袁 | 11.65 | 0.17% | 1.44万 | | 1679.87万 | | 603612 | 索通发展 | 24.16 | 0.12% | 16.24万 | | 3.93亿 | ...

Group 1 - The company, Changjiang Materials (001296.SZ), clarified that its products do not involve the field of controllable nuclear fusion [1]

Core Viewpoint - The announcement reveals that the controlling shareholder and chairman of Changjiang Materials, Xiong Ying, has completed a share reduction plan, impacting the company's stock ownership structure [1] Summary by Categories Share Reduction Details - Xiong Ying reduced his holdings by a total of 4,385,986 shares, which represents 2.9562% of the company's total share capital after excluding shares in the repurchase account [1] - The reduction was executed in two phases: 1,461,986 shares were sold through centralized bidding at an average price of 24.79 yuan per share, and 2,924,000 shares were sold via block trading at an average price of 23.21 yuan per share [1] Current Shareholding Status - Following the share reduction, Xiong Ying holds 32,771,949 shares, which constitutes 22.0889% of the total share capital of the company [1]

证券代码：001296 证券简称：长江材料 公告编号：2025-054 重庆长江造型材料（集团）股份有限公司 关于控股股东、实际控制人减持股份计划实施完成的公告 公司控股股东、实际控制人、董事长熊鹰先生保证向本公司提供的 信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的 信息一致。 近日，公司收到熊鹰先生出具的《关于股份减持计划实施情况的 告知函》，截至本公告披露日，熊鹰先生本次减持股份计划已实施完 成，具体情况如下： 一、股东减持情况 | 股东 名称 | 减持方式 | 减持期间 | 减持均价 （元/股） | 减持股数（股） | 占公司剔除回购专用 账户中股份数量后总 股本的比例（%） | | --- | --- | --- | --- | --- | --- | | 熊鹰 | 集中竞价 | 2025.10.24-2025.12.16 | 24.79 | 1,461,986 | 0.9854 | | | 大宗交易 | 2025.11.13-2025.12.24 | 23.21 | 2,924,000 | 1.9708 | 1.股东减持股份 ...