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]

Market Performance - The Shanghai Composite Index reached a new high since July 2015, with a peak of 4048.90, reflecting a 0.63% increase [1][6][7] - The trading volume was significant, with a total turnover of 237 billion, and 1516 stocks rising while 712 fell [2][7] Solid-State Battery Sector - The solid-state battery concept saw a surge, with stocks like Puli Tech and Jinlongyu hitting the daily limit, and companies such as Aotewi and Dao's Technology rising over 10% [2][3][8] - Donut Lab announced the launch of the world's first commercially viable solid-state battery at the CES 2026, emphasizing its readiness for production [3][8] - CICC predicts that solid-state batteries will achieve technical stabilization and small-scale production by 2027, with commercial production expected by 2030, and demand potentially exceeding 150 GWh [4][9] Investment Recommendations - Investment direction suggests focusing on equipment manufacturers capable of complete line delivery and those benefiting from process marginal changes as the solid-state battery industry approaches commercialization [4][9] - The brain-computer interface sector continues to show strength, with companies like Sanbo Neuroscience experiencing consecutive gains [4][10]

Core Viewpoint - The brain-computer interface sector continues to experience significant growth, with multiple companies achieving consecutive trading gains. Group 1: Company Performance - Sanbo Brain Science (301293), Meihao Medical (301363), Innovation Medical (002173), Pulite (002324), Saily Medical (603716), Yanshan Technology (002195), and Yingqu Technology (002925) have all recorded two consecutive trading limit-ups [1]

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]

Core Viewpoint - Shanghai Pulit Composite Materials Co., Ltd. has announced that its LCP film products have passed verification from leading clients in the consumer electronics industry and have begun mass supply for soft board antennas in next-generation mobile devices, marking the first large-scale application of domestic LCP films in mobile terminal devices and breaking the long-standing monopoly of foreign manufacturers in the high-end LCP film application field [1][8]. Industry and Company Developments - This breakthrough not only provides a new growth point for Pulit but also signifies a critical step for the domestic LCP industry in the 5G/6G high-frequency communication era, as LCP materials are key for emerging technologies such as 5G communication, artificial intelligence, and new energy vehicles [2][9]. - LCP, a high-performance engineering plastic, is ideal for high-frequency signal transmission due to its low dielectric constant and low loss characteristics, making it increasingly important in the 5G and above communication environments [3][10]. Market Dynamics - Historically, global LCP production capacity has been dominated by American and Japanese companies, with major players holding over 70% of the market share. However, this situation is changing as Chinese companies like Watte, Jinfat, and Pulit rapidly expand their LCP production capacity through advanced technology and innovation [11][12]. - The smartphone industry is a significant application area for LCP materials, driven by the demand for lightweight and high-integration solutions. Following Apple's adoption of LCP materials in iPhone antenna modules, other brands have followed suit, accelerating the use of LCP in mid-to-high-end smartphone antenna modules and RF transmission lines [12][14]. Growth Opportunities - The explosive growth of the new energy vehicle industry has opened new avenues for LCP, with global sales nearing 14 million units in 2023, increasing the demand for high-performance materials in core components like battery management systems and high-voltage wiring insulation [12][14]. - Emerging fields such as humanoid robots and low-altitude flying vehicles are gradually increasing their demand for LCP, particularly in precision electronic components, which is expected to drive technological development and innovation in LCP applications [12][13]. Technological Advancements - As 5G evolves towards 6G, the performance requirements for materials are becoming more stringent. LCP materials are being enhanced through nano-filler modification and formulation adjustments to improve mechanical properties, thermal stability, and electrical performance [13][14]. - The development of bio-based LCP has made significant progress, with research achieving a 30% replacement of fossil raw materials, resulting in a 38% reduction in carbon footprint for related products [13][14]. Challenges and Bottlenecks - Despite significant progress, the domestic LCP industry faces challenges, including immature resin synthesis and film formation technologies, which are still largely controlled by a few American and Japanese companies [14]. - The supply of raw materials is another critical constraint, as the upstream LCP material production is dominated by American and Japanese firms, leading to scarcity for domestic film manufacturers [14]. - The limited openness of market demand and application fields also restricts the expansion of LCP materials, particularly in areas like 5G communication technology upgrades and autonomous vehicle signal transmission [14].

| 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 | ...

每经AI快讯，1月5日，商业航天板块进一步走强，海格通信、高德红外、普利特、烽火通信、东方中 科等近20股涨停。 （文章来源：每日经济新闻） ...

（文章来源：证券时报网） 数据宝统计，截至10:37，普利特成交额10.31亿元，创2024年11月25日以来新高。最新股价上涨 10.01%，换手率7.84%。（数据宝） ...

Core Viewpoint - The article highlights the increasing demand and significance of specialty high polymer materials, particularly PEEK and PEI, driven by industrial upgrades and the unique properties of these materials, marking a shift from traditional general-purpose plastics to advanced engineering plastics in various high-tech applications [2][5]. Group 1: Market Trends and Developments - Specialty engineering plastics are gaining traction due to the rise of emerging industries such as robotics, drones, and AI servers, which are no longer deterred by the higher costs associated with these materials [2][5]. - The article notes that the production capacity of general-purpose plastics like polypropylene and polyethylene has historically dominated the market, but the focus is now shifting towards high-performance engineering plastics [2][5]. Group 2: Key Material Innovations - LCP (Liquid Crystal Polymer) films have recently achieved large-scale production by the company Prilite, breaking the long-standing foreign monopoly in high-end applications, particularly in communication technology [4][5]. - PEI (Polyetherimide) has also seen advancements, with Wanrun Co. announcing the commercial production of PEI materials, which are being utilized in various applications including aerospace and medical devices [6][7]. Group 3: Government Initiatives and Industry Support - The Ministry of Industry and Information Technology has identified LCP films and PEI as key innovative products for the 2025 fine chemical industry, indicating their strategic importance in the national agenda [3][4]. - The article emphasizes the government's focus on developing 50 critical new materials and equipment, showcasing a commitment to advancing the chemical industry [3][4]. Group 4: Future Industry Applications - LCP films are positioned to impact future technologies such as 6G communications, brain-machine interfaces, and AI server PCBs, indicating their relevance in cutting-edge applications [4][5]. - PEI materials are being integrated into various sectors, including fiber optic connectors and high-temperature applications, highlighting their versatility and growing market presence [6][7]. Group 5: Upcoming Events and Exhibitions - The article mentions an upcoming exhibition focused on lightweight, high-strength, and sustainable materials, scheduled for June 10-12, 2026, at the Shanghai New International Expo Center, which will showcase advancements in new materials technology [10][15].

Market Performance - On December 30, A-shares showed mixed performance with the Shanghai Composite Index closing flat at 3965.12 points, the Shenzhen Component Index rising by 0.49% to 13604.07 points, and the ChiNext Index increasing by 0.63% to 3242.90 points [1] Fund Manager Changes - On December 30, a total of 13 fund managers experienced changes in their positions, with 640 fund products having manager changes in the past 30 days [3] - One fund manager left due to a job change, managing two funds during their tenure [3] - Tianhong Fund's Wang Fan managed assets totaling 254 million yuan, with the highest return of 17.84% on the Tianhong Yongyu Balanced Pension Fund over 3 years and 193 days [3] New Fund Managers - On December 30, 24 fund products announced new fund managers, involving 12 fund managers [4] - Baiying Fund's Cai Dan manages assets of 2.597 billion yuan, with the highest return of 103.05% on the Baiying CSI A100 Index Enhanced Fund over 8 years and 149 days [4] Fund Research Activity - In the past month (November 30 to December 30), Huaxia Fund conducted the most company research, engaging with 42 listed companies, followed by Southern Fund, Bosera Fund, and Huitianfu Fund with 37, 34, and 32 companies respectively [6] - The most researched industry was specialized equipment with 155 instances, followed by computer equipment with 111 instances [6] Recent Fund Research Focus - In the last week (December 23 to December 30), the most researched company was Pulite, a plastic products company, with 28 fund institutions participating in the research [7] - Other companies with significant research attention included Nord Shares, Xiangyu Medical, and Desai Xiwai, with 23, 22, and 22 fund institutions respectively [7]