普利特公告称，公司股票交易价格在2025年12月31日、2026年1月5日、2026年1月6日连续3个交易日收 盘价格涨跌幅累计偏离20.76%，属异常波动。公司核查发现，前期披露信息无更正补充之处，未发现 媒体报道未公开重大信息，经营情况正常，无应披露未披露重大事项，控股股东及实控人在异动期间未 买卖公司股票，也不存在违反公平信息披露规定的情形。 ...

Market Overview - The Shanghai Composite Index experienced a rare 13 consecutive days of gains, breaking the previous high from November 14, 2025, and reaching a new high since July 2015, closing up by 1.50% [1] - The market saw over 4,100 stocks in the green, with significant contributions from financial sectors such as brokerage, insurance, and internet finance [1] Seasonal Trends - According to Zheshang Securities, the first quarter typically sees a "spring rally," where small and mid-cap growth indices perform best, setting the stage for February's market performance [1] Key Sectors Financial Sector - Major financial stocks like Dazhihui and Hualin Securities hit the daily limit, while China Ping An reached a new five-year high [1] Brain-Computer Interface - The brain-computer interface sector saw a surge, with nearly 20 stocks hitting the daily limit, driven by breakthroughs in clinical trials for a new fully implanted device [3] - The industry is expected to enter a critical phase of large-scale application, supported by policy backing and ongoing technological advancements [3] Non-Ferrous Metals - The non-ferrous metals sector strengthened, with companies like Luoyang Molybdenum and Zijin Mining reaching historical highs, influenced by rising global metal prices [4] - The London Metal Exchange reported significant price increases for tin and copper, indicating strong demand and supply dynamics [4] Solid-State Batteries - The solid-state battery sector experienced a rally, with several stocks hitting the daily limit, following the announcement of a commercially viable solid-state battery by Donut Lab [5] - The sector is expected to progress towards industrialization, supported by policy focus and active participation from industry players [5] Semiconductor Sector - The semiconductor sector remained active, with storage chips and semiconductor equipment leading the gains, as companies like Beifang Huachuang reached historical highs [6] - Price increases for DRAM chips were reported, with significant hikes expected in Q1 2026 [7] Institutional Insights - Guotai Junan Securities highlighted the internal trend of a "transformation bull market" in China, driven by economic shifts and capital market reforms [8] - Debon Securities expressed optimism for a slow bull market following the New Year, with expectations for continued upward movement in the A-share market [8] - Dongfang Securities noted that the market's upward trend is supported by strong investor confidence and the commercialization of new industries like brain-computer interfaces and AI [9]

Core Viewpoint - The A-share market has seen significant gains in the commercial aerospace sector, with multiple stocks experiencing substantial increases in their share prices [1] Group 1: Stock Performance - Xinghuan Technology reached a 20% limit up [1] - Aerospace Huanyu increased by over 17% [1] - Other companies such as Chengjian Development, Beidou Star, Pulit, Aerospace Electric, Lian Micro, China Satellite, Leike Defense, Jin Feng Technology, Zhongchao Holdings, Haige Communication, Xingchen Technology, Aerospace Electronics, and Juli Suoju all rose by over 9% [1] - Baowu Magnesium Industry saw an increase of over 8% [1]

Market Overview - The Shanghai Composite Index (沪指) reached 4057 points, breaking the previous high from November 14, 2025, and marking the highest level since July 2015 [1] - The index has achieved a record of 12 consecutive daily gains, the longest since 1993, with the previous record being 11 consecutive gains [7] Sector Performance - The healthcare sector, particularly companies involved in brain-computer interfaces, saw significant gains with Xiangyu Medical (翔宇医疗) and Aipeng Medical (爱朋医疗) hitting the 20% daily limit up [2][3] - Solid-state battery stocks experienced a surge, with companies like Pulit (普利特) and Jinlongyu (金龙羽) reaching their daily limit up, while others like Aotwei (奥特维) and Daoshi Technology (道氏技术) rose over 10% [3][5] Investment Insights - The solid-state battery market is projected to see demand exceed 150 GWh by 2030, with companies like Donut Lab announcing the first commercially viable solid-state battery at the CES 2026 [6] - Investment recommendations focus on equipment manufacturers capable of complete line delivery and those benefiting from process improvements in solid-state battery production [6]

Market Overview - The Shanghai Composite Index (沪指) continued to rise, reaching 4057 points, surpassing the previous high from November 14, 2025, and marking the highest level since July 2015 [1] - The index achieved a record of 12 consecutive daily gains, the longest since 1993, with the previous record being 11 consecutive gains [6] Brain-Computer Interface Sector - Companies in the brain-computer interface sector, such as Xiangyu Medical (翔宇医疗) and Aipeng Medical (爱朋医疗), experienced significant stock price increases, with both reaching the daily limit of a 20% rise [1] - Other medical companies like Meihua Medical (美好医疗) and Chuangxin Medical (创新医疗) also saw substantial gains, with increases of approximately 20% and 10% respectively [2] Solid-State Battery Sector - The solid-state battery concept saw a surge in early trading, with companies like Puli Te (普利特) and Jinlongyu (金龙羽) hitting their daily price limits, while others like Aotwei (奥特维) and Daoshi Technology (道氏技术) rose over 10% [2] - Donut Lab, a Finnish electric mobility technology company, announced the launch of the world's first commercially viable solid-state battery at the CES 2026, emphasizing its readiness for production [5] - According to Zhongjin Company, solid-state batteries are expected to achieve technical stabilization and small-scale production by 2027, with commercial production anticipated by 2030, and demand projected to exceed 150 GWh [5] Investment Outlook - Analysts from Dongzheng Futures and Debang Securities suggest that the current market sentiment is positive, with technology stocks expected to remain a key focus in the near term [6] - The market is anticipated to continue its upward trend, supported by the performance of heavyweight sectors such as insurance, which could enhance the sustainability of the rally [6]

消息面上，芬兰电动出行技术公司Donut Lab，在1月5日宣布，将在美国当地时间6日举行的2026 CES电 子消费展上，首发其全球首款可商业化、具备量产条件的全固态电池，并强调"现已可投入生产"。 中金公司预计，全固态电池有望于2027年实现技术定型和小规模量产，2030年实现商业化量产，需求量 有望超150GWh。广发证券表示，固态电池目前已经进入中试线阶段，产业化突破前夕设备厂商率先受 益，部分厂商已经实现相关设备出货以及配合下游客户进行工艺路线验证。投资方向上建议关注具备整 线交付能力的设备厂商和受益于工艺边际变化的设备厂商。 脑机接口概念延续强势，三博脑科两连板。 | 一博脑科 | 84.94 | 20.01% | 14.16 | | --- | --- | --- | --- | | 301293 融 | | | | | 翔宇医疗 | 87.12 | 20.00% | 14.52 | | 688626 科创 融 | | | | | 爱朋医疗 | 39.96 | 20.00% | 6.66 | | 300753 | | | | | 美好医疗 | 34.63 | 19.99% | 5.77 | | ...

人民财讯1月6日电，脑机接口概念继续大涨，三博脑科（301293）、美好医疗（301363）、创新医疗 （002173）、普利特（002324）、塞力医疗（603716）、岩山科技（002195）、盈趣科技（002925）等 均2连板。 ...

Core Viewpoint - On January 6, a total of 10 listed companies had their restricted shares unlocked, with a total market value of approximately 49.768 billion yuan [1] Group 1: Companies and Their Unlocking Details - Aishuxin Co., Ltd. (爱旭股份) had 227 million shares unlocked, categorized as newly issued A-shares for institutional placement [1] - Xinwufeng Co., Ltd. (新五丰) had 244 million shares unlocked, also categorized as newly issued A-shares for institutional placement [1] - Dun'an Environment Co., Ltd. (盾安环境) had 139 million shares unlocked, categorized as newly issued A-shares for institutional placement [1] - Pulite Co., Ltd. (普利特) had 988,300 shares unlocked, categorized as shares from equity incentive plans [1] - Samsung Medical (三星医疗) had 2.1793 million shares unlocked, categorized as shares from equity incentive plans [1] - Kailong Co., Ltd. (凯龙股份) had 174,900 shares unlocked, categorized as shares from equity incentive plans [1] - Shengbang Co., Ltd. (盛帮股份) had 30.662 million shares unlocked, categorized as extended lock-up period shares [1] - Yujing Co., Ltd. (宇晶股份) had 26 million shares unlocked, categorized as newly issued A-shares for institutional placement [1] - Zhongyi Technology (中亦科技) had 53.145 million shares unlocked, categorized as extended lock-up period shares [1] - Baili Tianheng (百利天恒) had 30.9 million shares unlocked, with no specific category mentioned [1]

新闻事件 上海普利特（维权）复合材料股份有限公司近日宣布，其LCP薄膜产品已通过消费电子行业头部客户验 证，并开始为新一代手机终端的软板天线进行大批量供货。这一突破标志着国产LCP薄膜首次在手机终 端设备上实现规模化应用，打破了国外厂商在高端LCP薄膜应用领域的长期垄断。 TODAY'S NEWS 新闻深一度 化工行业新闻热点解读 本次突破不仅为普利特带来新的业绩增长点，更意味着国内LCP产业链在5G/6G高频通讯时代迈出关键 一步。作为5G通信、人工智能、新能源汽车等新兴技术的关键材料，LCP行业正迎来前所未有的发展 机遇。 LCP全球市场格局与国产化进程 液晶聚合物（LCP）是一种高性能特种工程塑料，具有高强度、高模量、成型加工性能优异、耐热性突 出等优点。在5G及以上高频通信环境中，LCP凭借其低介电常数和低损耗特性，成为高频信号传输的 理想材料。 长期以来，全球LCP产能主要由美国和日本企业主导。美国塞拉尼斯公司、日本宝理塑料和住友化学等 国际巨头占据全球70%以上的市场份额。这些企业在高端LCP树脂合成及薄膜加工领域形成较高技术壁 垒，国内企业在技术成熟度与市场份额上仍与美日存在差距。 不过，这种局 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301237 | 和顺科技 | 54.53 | -5.84% | 5.27万 | 2.84亿 | | 002361 | 神剑股份 | 13.70 | -4.46% | 308.01万 | 42.81 Z | | 600135 | 乐凯胶片 | 9.87 | -4.36% | 68.56万 | 6.83亿 | | 301003 | 江苏博云 | 43.03 | -3.52% | 2.58万 | 1.11亿 | | 301687 | C新广益 | 69.18 | -3.00% | 17.30万 | 12.34亿 | | 300180 | 华峰招经 | 6.75 | -2.60% | 70.24万 | 4.73亿 | | 300221 | 银禧科技 | 10.07 | -2.42% | 39.19万 | 3.96亿 | | 300806 | 斯迪克 | 30.08 | -2.15% | 10.98万 | 3.31亿 | | 300539 | 横河精密 | ...