证券之星消息，1月21日计算机设备板块较上一交易日上涨2.9%，中国长城领涨。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。计算机设备板块个股涨跌见下表： 从资金流向上来看，当日计算机设备板块主力资金净流入35.02亿元，游资资金净流出22.56亿元，散户资 金净流出12.46亿元。计算机设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603019 中科曙光 | | 16.36 | 13.63% | -11.18亿 | -9.31% | -5.18 Z | -4.32% | | 000066 中国长城 | | 14.03 Z | 56.10% | -7.14亿 | -28.54% | -6.89 Z | -27.57% | | 002415 海康威视 | | 5.31 Z | 8.66% | -3.19亿 | -5.21% | -2.1 ...

数据显示，截至2025年12月31日，中证人工智能主题指数(930713)前十大权重股分别为中际旭创、新易 盛、寒武纪、澜起科技、中科曙光、科大讯飞、海康威视、豪威集团、金山办公、浪潮信息，前十大权 重股合计占比58.08%。 AI人工智能ETF(512930)，场外联接(平安中证人工智能主题ETF发起式联接A：023384；平安中证人工 智能主题ETF发起式联接C：023385；平安中证人工智能主题ETF发起式联接E：024610)。 风险提示：基金有风险，投资需谨慎。基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资 产，但不保证本基金一定盈利，也不保证最低收益。基金管理人提醒投资人基金投资的"买者自负"原 则，在做出投资决策后，基金运营状况与基金净值变化引致的投资风险，由投资人自行负担。基金的过 往业绩及其净值高低并不预示其未来业绩表现，基金管理人管理的其他基金的业绩不构成对本基金业绩 表现的保证。投资人购买基金，既可能按其持有份额分享基金投资所产生的收益，也可能承担基金投资 所带来的损失。投资人应当认真阅读《基金合同》《招募说明书》等基金法律文件，全面认识本基金的 风险收益特征和产品特性，并根据 ...

格隆汇1月21日｜A股市场AI应用概念股回升，其中，上海钢联涨超11%，久其软件、浙文互联10CM涨 停，金现代、中控技术涨超9%，迪安诊断涨超8%，祥生医疗涨6%，人民网、每日互动、卓创资讯涨 5%，海康威视、大华股份、引力传媒、三七互娱（维权）、金卡智能涨超4%，蓝色光标、广联达涨超 3%。 MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300226 | 上海钢联 | | 11.83 | 97.91亿 | 22.29 | | 002279 | 久其软件 | 1 | 10.05 | 82.17亿 | 19.27 | | 600986 | 浙文互联 | 1 | 10.03 | 163亿 | 40.28 | | 300830 | 金现代 | | 9.39 | 63.64亿 | 38.41 | | 688777 | 中控技术 | 1 | 9.23 | 551亿 | 41.06 | | 300244 | 迪安诊断 | 美 | 8.38 | 170亿 | 71.36 | ...

浙江华睿科技股份有限公司（简称："华睿科技"）日前递交招股书，准备在港交所上市。 IPO前，大华技术有权行使公司32.58%的投票权。傅利泉（非执行董事）及陈爱玲女士（傅利泉的配偶）分别有权行使大华技术31.50%及2.19%的投票 权，被视为大华技术的实际控制人。 9个月营收8.24亿，期内亏损2597万 华睿科技是一家面向全球的、以AI赋能的机器视觉与自主移动机器人（「AMR」）产品及解决方案的企业，业务分为两条业务线：机器视觉及AMR，经 营范畴均属高端设备制造领域。深耕高端设备产业链中上游，华睿科技向新能源、半导体、汽车及PCB等核心战略行业的装备制造商和龙头企业提供关键 组件、产品及整体解决方案。 华睿科技2025年前9个月来自机器视觉收入为5.45亿元，占比为66.2%；来自AMR收入为2.79亿元，占比为33.8%。 在机器视觉业务领域，华睿科技向生态合作伙伴（主要是终端客户及系统集成商）提供全面的机器视觉核心组件及产品，涵盖以自有AI算法平台为核心 的标准视觉产品、AI视觉产品及3D视觉产品以及针对终端客户特定需求而量身定制的解决方案。 在华睿科技的AMR业务中，华睿科技为多个核心战略行业（主 ...

Core Viewpoint - Dahua Technology has announced the progress of its subsidiary Zhejiang Huari Technology Co., Ltd.'s plan to go public, having submitted its application to the Hong Kong Stock Exchange on January 19, 2026, which is a strategic move to optimize business layout and broaden financing channels for the subsidiary [2] Group 1: Company Overview - Huari Technology, founded in 2016, focuses on AI-enabled machine vision and autonomous mobile robots (AMR), emphasizing R&D and technological innovation [3] - The company operates in two main business segments: machine vision and AMR, providing comprehensive solutions for key industries such as new energy, semiconductors, automotive, and PCB [3] - Huari Technology has established a strong global presence, ranking fifth in industrial camera sales and seventh in AMR products by revenue, with a customer satisfaction rate of 96.4% [4] Group 2: Financial Performance - In 2023 and 2024, Huari Technology reported revenues of 1.0503 billion yuan and 902.1 million yuan, respectively, with a gross profit of 352.7 million yuan and 257 million yuan [5] - The company experienced a significant recovery in 2025, with a 27% year-on-year revenue increase in the first nine months, reaching 824 million yuan, and a gross profit increase of 54.4% to 293.6 million yuan [5] - The net loss narrowed to 26 million yuan in the first nine months of 2025, with adjusted EBITDA and net profit turning positive at 20.6 million yuan and 4.7 million yuan, respectively [5] Group 3: Strategic Initiatives - The upcoming IPO is expected to enhance Huari Technology's capital strength, allowing for increased R&D investment and market expansion [6] - The company plans to diversify into emerging verticals such as pharmaceuticals, food and beverage, and new materials while continuing to strengthen its core industry presence [6] - Huari Technology aims to build a more market-oriented incentive mechanism to attract core technical talent post-IPO [6]

华睿科技于 2026 年 1 月 19 日向香港联交所递交了首次公开发行股票并在香 港联交所主板上市的申请资料，并将刊登于香港联交所网站（www.hkexnews.hk）。 前述申请资料是华睿科技按照香港证券及期货事务监察委员会（以下简称"香港 证监会"）和香港联交所的要求编制和刊发，为草拟版本并未定稿，且所载资料 可能会适时作出更新及修订。 结合相关规则要求及公司实际情况，公司已与部分股东签订表决权委托协议， 保证本次分拆完成后，公司作为华睿科技控股股东的地位不发生变化。华睿科技 本次发行上市事项尚需取得中国证券监督管理委员会、香港证监会和香港联交所 等相关监管机构的批准或备案，能否通过上述审核以及通过相关审核的时间均存 在不确定性。公司将根据该事项的进展情况依法及时履行信息披露义务，敬请广 大投资者注意投资风险。 特此公告。 浙江大华技术股份有限公司董事会 2026 年 1 月 20 日 证券代码：002236 证券简称：大华股份 公告编号：2026-006 浙江大华技术股份有限公司 关于分拆所属子公司至香港联交所主板上市的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载 ...

Group 1 - SMIC (688981) is the largest and most advanced wafer foundry in mainland China, mastering 14nm FinFET technology and maintaining the highest capacity in 28nm mature process domestically, providing foundry services for storage chips [1][40] - The company has received multiple rounds of funding from the National Integrated Circuit Industry Investment Fund, playing a key role in breaking overseas dependence in the domestic storage chip manufacturing sector [1][41] - SMIC also participates in setting multiple industry standards in the domestic semiconductor manufacturing field, consolidating its core voice in the industry chain [1][41] Group 2 - North Huachuang (002371) is a leading semiconductor equipment company in Beijing, providing a full range of equipment for storage chip manufacturing, including etching machines and cleaning machines [2][40] - The company has successfully entered the supply chains of domestic storage manufacturers like Yangtze Memory Technologies and Changxin Memory Technologies, breaking the monopoly of foreign manufacturers [2][41] - With the accelerated expansion of domestic storage chip capacity, North Huachuang's equipment orders continue to grow, and it is establishing new production bases in Tianjin and Yixing [2][41] Group 3 - Hua Hong Semiconductor (688347) focuses on specialty process wafer foundry and is a key player in the domestic storage chip sector, specializing in mature processes like 90nm and 55nm [3][40] - The company provides stable foundry services for domestic storage chip design companies and is expanding its specialty process production lines with support from the National Integrated Circuit Industry Investment Fund [3][41] - Hua Hong has also achieved IATF16949 certification for automotive-grade storage chip processes, enhancing its capabilities in the automotive sector [3][41] Group 4 - Zhongwei (688012) is a global leader in semiconductor etching equipment, with its 5nm etching equipment already in commercial application [4][40] - The company has entered the supply chains of major domestic storage manufacturers and has also penetrated the supply chains of international giants like TSMC and Micron [4][41] - Zhongwei's R&D team comprises over 70% of its workforce, and it holds more than a thousand patents, continuously increasing its market share in the etching equipment sector [4][41] Group 5 - Zhaoyi Innovation (603986) is a leading domestic NOR Flash company, ranking among the top three globally, and is one of the few domestic companies involved in DRAM chip design [5][40] - The company has achieved mass production of 19nm DRAM chips, filling a technology gap in the domestic market, and has established deep cooperation with Changxin Memory Technologies [5][41] - Zhaoyi Innovation has received support from the National Integrated Circuit Industry Investment Fund, focusing its R&D investments on high-end storage chips [5][41] Group 6 - Shengyi Technology (600183) is a leading domestic copper-clad laminate manufacturer, playing a crucial role in the localization of basic materials for the storage chip industry [6][40] - The company has entered the supply chains of major domestic storage packaging companies and provides raw materials to international giants like Samsung and SK Hynix [6][41] - Shengyi is expanding its production capacity in Shaanxi and Jiangsu, with its performance steadily growing alongside the increasing demand for domestic storage chips [6][41] Group 7 - Lanke Technology (688008) is a global leader in memory interface chips, with a market share exceeding 40% for DDR4/DDR5 memory interface chips [7][40] - The company has developed solutions for DDR5 memory interfaces in collaboration with Changxin Memory Technologies, promoting the commercialization of domestic storage modules [7][41] - Lanke's R&D investments focus on cutting-edge fields, extending its product layout into storage control chips [7][41] Group 8 - Shennan Circuits (002916) is a leading domestic printed circuit board manufacturer, focusing on high-end PCB and packaging substrate manufacturing [8][40] - The company has developed storage packaging substrates that meet high reliability and density requirements, entering the supply chains of major domestic storage manufacturers [8][41] - Shennan is also expanding its high-end packaging substrate production lines in Wuxi to further meet the needs of the storage industry [8][41] Group 9 - Jiangbolong (301308) is a leading domestic storage module company, focusing on promoting the application of domestic storage chips in various fields [9][40] - The company has established deep cooperation with domestic storage chip manufacturers and has launched products equipped with domestic storage chips [9][41] - Jiangbolong has acquired the global storage brand Lexar to leverage its overseas channels, increasing its international market presence [9][41] Group 10 - Xian Yicai-U (688783) is a key player in the domestic silicon wafer sector, focusing on the production of 12-inch polished wafers and epitaxial wafers [10][40] - The company has achieved mass production of 12-inch wafers, breaking the monopoly of foreign manufacturers [10][41] - Xian Yicai has received multiple rounds of investment from the National Integrated Circuit Industry Investment Fund, continuously releasing production capacity [10][41] Group 11 - Tuo Jing Technology (688072) is a leading domestic thin film deposition equipment manufacturer, with a market share exceeding 60% for PECVD equipment in domestic storage chip manufacturing [11][40] - The company has entered the supply chains of major domestic storage manufacturers and has also supplied equipment to overseas storage companies [11][41] - Tuo Jing's R&D investment exceeds 30%, continuously launching new equipment suitable for advanced 3D NAND processes [11][41] Group 12 - Shengmei Shanghai (688082) is a leading domestic semiconductor cleaning equipment manufacturer, developing advanced cleaning technologies for storage chip manufacturing [12][40] - The company has entered the supply chains of major domestic storage manufacturers and has also penetrated the supply chains of international giants [12][41] - Shengmei is building a new production base in Shanghai to further meet the equipment needs of storage chip manufacturers [12][41] Group 13 - Huarun Micro (688396) is a leading domestic power semiconductor company, providing packaging and testing services for storage chips [13][40] - The company has expanded its production lines for power semiconductors and storage packaging in Chongqing, enhancing its capabilities in the storage sector [13][41] - Huarun Micro's industrial-grade storage chips have achieved AEC-Q100 certification, enabling them to enter the automotive electronics market [13][41] Group 14 - Changchuan Technology (300604) is a leading domestic semiconductor testing equipment manufacturer, focusing on testing equipment for storage chips [14][40] - The company has entered the supply chains of major domestic storage manufacturers and has received investment from the National Integrated Circuit Industry Investment Fund [14][41] - Changchuan has acquired Singapore's STI company to enhance its competitiveness in the storage testing field [14][41] Group 15 - Changdian Technology (600584) is a global leader in semiconductor packaging and testing, providing high-end packaging services for domestic storage chip design companies [15][40] - The company has established R&D centers in Singapore and South Korea, taking on packaging orders from international giants [15][41] - Changdian has received support from the National Integrated Circuit Industry Investment Fund, continuously expanding its advanced packaging capacity [15][41]

Core Viewpoint - The demand for smart security cameras in China is rapidly increasing due to heightened national security awareness and the transition from traditional passive security measures to intelligent proactive warning systems, driven by initiatives like "Digital China" and "Safe China" [1][6]. Industry Overview - Smart security cameras integrate technologies such as artificial intelligence, IoT, and computer vision, distinguishing them from traditional analog cameras by their ability to perform intelligent operations like video content analysis and anomaly detection [2][4]. - The market for smart security cameras in China is projected to reach 1.79 billion users and a market size of $3.5 billion by 2025, marking a year-on-year growth of 5.3% and 12.9% respectively, making it the second-largest market after the United States [1][6]. Industry Entry Barriers - The smart security camera sector requires expertise in various technologies, including audio and video coding, image processing, and network control, creating high entry barriers for new companies [4]. - The rapid technological advancements necessitate continuous product upgrades every 1-2 years, increasing the demand for strong R&D capabilities among industry players [4]. Relevant Policies - The Chinese government has issued several policies to support the development of the smart security industry, including the "14th Five-Year Plan for the Security Industry" and various measures to promote electronic product consumption [5]. Industry Chain - The industry chain consists of upstream components like IC chips and communication modules, midstream manufacturers of smart security cameras, and downstream sales channels including retail and e-commerce platforms [5]. Current Development - The global urbanization trend and rising living standards have made home security a priority, with the smart security camera market showing strong growth potential, projected to reach 487 million users and a market size of $17.2 billion globally by 2024 [6]. Competitive Landscape - The smart camera industry in China features a diverse competitive landscape with brand manufacturers, ODM service providers, and small-scale processing companies, with major brands including Hikvision, Xiaomi, and Arlo [7]. - Brand manufacturers focus on brand management and marketing, while ODM service providers offer comprehensive solutions, leveraging their technical expertise [7]. Domestic Company Analysis - **Hikvision**: Focuses on AI and IoT technologies, with significant revenue from smart home cameras, achieving $4.27 billion in total revenue in the first half of 2025, with smart home camera sales accounting for 54.76% [8]. - **Jiuan Technology**: A manufacturer of smart visual products, reported $0.32 billion in total revenue in the first half of 2025, with smart hardware contributing 79.97% [9]. Development Trends - The integration of AI and edge computing will enhance the proactive capabilities of smart security cameras, enabling better data processing and decision-making [10]. - Privacy protection and compliance requirements are becoming stricter, necessitating the incorporation of security measures in product design [11]. - The business model is shifting from hardware sales to a subscription-based model that includes value-added services like cloud storage and AI analysis [12].

Core Viewpoint - Nova Star Cloud (301589) has signed a strategic supplementary agreement with Dahua Co., Ltd. (002236) to deepen their strategic cooperation, focusing on enhancing user experience and industry upgrades [1] Group 1: Strategic Cooperation - The agreement was signed on January 13, 2026, and aims to jointly develop smart commercial display solutions and LED ecological products [1] - Both companies will collaborate to promote the standardization and upgrade of product series [1] Group 2: Service Enhancement - The partnership will enhance the linkage of cloud service platforms to create refined scene solutions [1] - There will be an improvement in after-sales maintenance service capabilities [1]

格隆汇1月16日丨大华股份(002236.SZ)公布，公司子公司浙江大华系统工程有限公司（简称"系统工 程"）、浙江华锐捷技术有限公司（简称"华锐捷"）、浙江华视智检科技有限公司（简称"华视智检"） 于近日收到浙江省经济和信息化厅、浙江省财政厅、国家税务总局浙江省税务局批准核发的《高新技术 企业证书》，本次认定系华锐捷、系统工程、华视智检原高新技术企业证书有效期满后所进行的重新认 定。 ...