格隆汇1月28日丨四维图新(002405.SZ)在投资者互动平台表示，目前公司智驾订单顺利推进中，将随客 户量产进度逐步释放收入。 ...

Market Overview - The Shanghai Composite Index closed at 4136.16 points, up 0.33%, with a trading volume of 1.3369 trillion yuan. The Shenzhen Component Index rose 0.79% to 14439.66 points, with a trading volume of 1.7484 trillion yuan. The ChiNext Index increased by 0.63% to 3349.50 points, with a trading volume of 822.63 billion yuan. The STAR Market 50 Index closed at 1553.71 points, up 0.78%, with a trading volume of 110.8 billion yuan. The total trading volume of both markets was 3.0853 trillion yuan, an increase of 393.5 billion yuan compared to the previous trading day [1]. Sector Performance - The market saw more sectors gaining than losing, with notable increases in power equipment, non-ferrous metals, precious metals, defense and military, steel, media, computer, environmental protection, and textile and apparel sectors. Concepts such as perovskite batteries, commercial aerospace, satellite internet, sapphire, lithium mining, cultivated diamonds, small metals, gold, and interactive short dramas were particularly active. In contrast, sectors like communication, insurance, banking, coal, and home appliances experienced declines [1]. Individual Stock Performance - A total of 3707 stocks rose, while 1336 stocks fell, with 134 stocks remaining flat and 6 stocks suspended. Excluding newly listed stocks, there were 120 stocks hitting the daily limit up and 2 stocks hitting the limit down [2]. - Among the stocks that hit the daily limit up, 23 stocks had consecutive limit-up days of 2 or more, with Fenglong Co., Ltd. leading with 18 consecutive limit-ups [3]. Capital Flow - The net capital outflow from the two markets was 4.167 billion yuan, with the ChiNext seeing a net inflow of 1.515 billion yuan. The CSI 300 index experienced a net outflow of 1.005 billion yuan, while the STAR Market saw a net outflow of 3.171 billion yuan. Out of 31 sectors, 13 sectors had net capital inflows, with the power equipment sector leading with a net inflow of 8.977 billion yuan [4][6]. - The top sectors with net inflows included non-ferrous metals (4.552 billion yuan), media (2.173 billion yuan), and defense and military (2.157 billion yuan). Conversely, the communication sector had the highest net outflow of 7.992 billion yuan, followed by electronics (6.350 billion yuan) and machinery (5.077 billion yuan) [4][6]. Notable Stocks - 191 stocks had net capital inflows exceeding 1 billion yuan, with Jin Feng Technology receiving the highest net inflow of 1.861 billion yuan. Other notable stocks included Lens Technology (1.594 billion yuan), Qian Zhao Optoelectronics (1.267 billion yuan), and Xian Dao Intelligent (1.217 billion yuan) [7][8]. - Conversely, 116 stocks experienced net capital outflows exceeding 1 billion yuan, with Xin Yi Sheng leading with a net outflow of 3.471 billion yuan, followed by Zhong Ji Xu Chuang (3.103 billion yuan) and Li Ou Shares (2.604 billion yuan) [10][11]. Institutional Activity - Institutional investors had a net selling of approximately 1.02 billion yuan, with 22 stocks seeing net purchases and 14 stocks net sales. Jin Feng Technology was the most purchased stock by institutions, with a net purchase amount of approximately 266 million yuan [13][14].

Core Viewpoint - The A-share market is experiencing a surge in autonomous driving concept stocks, driven by positive developments in regulatory approvals for Tesla's Full Self-Driving (FSD) technology [1][2]. Group 1: Stock Performance - Ruichuang Micro-Nano (688002) reached a 20% limit up, with a total market capitalization of 56.8 billion and a year-to-date increase of 22.33% [2]. - Jingwei Hengrun (688326) rose by 16.7%, with a market cap of 17.3 billion and a year-to-date increase of 22.61% [2]. - Hanxin Technology (920092) increased by 10.72%, with a market cap of 2.854 billion and a year-to-date increase of 22.81% [2]. - Siwei Tuxin (002405) saw a rise of 9.98%, with a market cap of 26.6 billion and a year-to-date increase of 24.75% [2]. - Other notable performers include Huayi Technology (688071) up by 9.75%, Jiu Zhi Yang (300516) up by 9.32%, and Jingjin Electric (688280) up by 8.61% [2]. Group 2: Market Trends - The overall trend in the A-share market indicates a strong interest in autonomous driving technologies, as evidenced by the significant price increases in related stocks [1]. - Tesla CEO Elon Musk's announcement at the Davos World Economic Forum regarding the potential approval of FSD in Europe and China has likely contributed to the bullish sentiment in the market [1].

| 有色金属 | 3.8 | 35.30亿元 | 铜陵有色 | | --- | --- | --- | --- | | 光学光电子 | 2.13 | 29.99亿元 | 乾照光电 | | 能源金属 | 4.89 | 26.53亿元 | 赣锋锂业 | | 软件开发 | 1.71 | 23.32亿元 | 四维图新 | | 风电设备 | 3.03 | 21.20亿元 | 金风科技 | | 航天航空 | 1.22 | 21.18亿元 | 航天电子 | | --- | --- | --- | --- | | 文化传媒 | 2.15 | 18.44亿元 | 蓝色光标 | | 电池 | 3.34 | 17.97亿元 | 先导智能 | | 小金属 | 2.75 | 14.18亿元 | 云南铭业 | | *数据仅供参考，不构成投资建议 | | | | 据交易所数据显示，截至1月23日午后一小时，大盘主力资金净流出145.05亿元。主力资金流入前十大板块分别为： 光伏设备（84.15亿元）、 有色金属 （35.30亿元）、 光学光电子（29.99亿元）、 能源金属（26.53亿元）、 软件开发（23.32亿元）、 风电设备（21 ...

Core Viewpoint - The A-share market saw a significant rise in autonomous driving concept stocks, with several companies experiencing substantial gains following comments from Tesla CEO Elon Musk regarding regulatory approvals for Tesla's Full Self-Driving (FSD) technology in Europe and China [1][2]. Group 1: Stock Performance - Ruichuang Micro-Nano (688002) reached a 20% increase, with a total market capitalization of 56.8 billion and a year-to-date increase of 22.33% [2]. - Jingwei Hengrun (688326) rose by 16.7%, with a market cap of 17.3 billion and a year-to-date increase of 22.61% [2]. - Hanxin Technology (920092) saw a 10.72% increase, with a market cap of 2.854 billion and a year-to-date increase of 22.81% [2]. - Siwei Tuxin (002405) increased by 9.98%, with a market cap of 26.6 billion and a year-to-date increase of 24.75% [2]. - Huayi Technology (688071) rose by 9.75%, with a market cap of 3.465 billion and a year-to-date increase of 23.18% [2]. - Other notable performers included Jiu Zhi Yang (300516) at 9.32%, Jingjin Electric (688280) at 8.61%, and Xingyuan Zhuomei (301398) at 8.17% [2]. Group 2: Market Trends - The overall trend in the A-share market indicates a growing interest in autonomous driving technologies, as evidenced by the strong performance of related stocks [1]. - The anticipated regulatory approval for Tesla's FSD technology is likely to further boost investor confidence in the autonomous driving sector [1].

Core Insights - The stock of Siwei Tuxin (SZ002405) reached its daily limit with a price of 11.24 yuan, marking a 9.98% increase and a total market capitalization of 26.646 billion yuan [1] Group 1: Company Developments - Siwei Tuxin is undergoing a strategic transformation and governance structure optimization, which includes the cancellation of the supervisory board and the revision of 28 management systems to enhance decision-making efficiency and standardization [2] - The company has made a significant investment in Jianzhihui Robotics, becoming its largest shareholder, to expand into the smart driving sector [2] - From 2024 to date, Siwei Tuxin has secured 6.8 million sets of smart driving solutions, covering over 20 mainstream automakers and more than 100 designated models, which is expected to improve performance in the medium to long term [2] Group 2: Technological Advancements - The company has achieved breakthroughs in technology, obtaining 7 invention patents, and its automotive-grade chip technology has reached ASIL-D safety level [2] - AI applications in the smart driving sector focus on model compression and AI engineering capabilities, which may help the company gain more smart driving orders due to cost advantages [2] - The company plans to globally launch a large-scale delivery of an assisted driving solution based on the Horizon J6B chip, having already received mass production orders from several leading domestic and international automakers [2] Group 3: Market Trends - The smart driving and vehicle networking sectors are currently market hotspots, with related stocks showing active performance and creating a certain level of sector linkage effect [2] - In Q3 2025, the company's revenue grew by 5.2% year-on-year, indicating relative stability in its main business amid industry development trends, which has led to an increased market expectation for its future growth [2] - Technical analysis suggests that there may have been a significant inflow of capital into Siwei Tuxin on January 23, 2026, driving the stock price to its limit, reflecting renewed investor interest in the company's strategic layout and technological breakthroughs [2]

1月23日，四维图新涨5.09%，截至发稿，报10.74元/股，成交5.25亿元，换手率2.12%，总市值254.61亿 元。 截至发稿，崔蕾累计任职时间7年79天，现任基金资产总规模1370.2亿元，任职期间最佳基金回报 259.87%， 任职期间最差基金回报-15.93%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，南方基金旗下1只基金位居四维图新十大流通股东。南方中证1000ETF（512100）三季度减 持20.7万股，持有股数2168.76万股，占流通股的比例为0.92%。根据测算，今日浮盈赚取约1127.76万 元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模789.96亿。今 ...

高质量数据集作为人工智能应用升级的核心要素，不仅是训练大模型的精准样本，也是推动大模型从通 用型走向产业专用型的关键桥梁，加速人工智能与实体经济深度融合。当前，强化高质量数据供给已成 为全球AI竞争的战略共识。 2025年，北京亦庄发布"数据20条"政策，明确支持高质量数据集建设。近日，该政策首次集中兑现，以 场景为驱动，畅通数据供给，激励各领域企业破解数据瓶颈，助力全域人工智能之城建设。 此次获奖的20家企业的38个高质量数据集，覆盖具身智能、生物医药、工业制造、智能网联等重点产业 领域，引领关键领域数据供给实现首创、填补空白等突破性进展。 在具身智能领域，北京人形机器人创新中心有限公司(以下简称"北京人形")的"RoboMIND2.0数据集"， 填补国内双足人形机器人开源数据空白，已支撑国内首个通过国标测试的跨本体具身VLA大模型的训 练和开源；星海图打造全球首个开放场景真机数据集，开源后双平台跃居全球机器人真机数据集下载量 首位。 在生物医药领域，麦克奥迪医疗采用"三甲医院病理专家诊断意见+AI制片质控+临床信息关联脱敏数 据"模式打造数字病理疑难病例数据集，相关数据并已获得北京数据交易所《数字资产登记 ...

Group 1 - Satellite concept stocks rebounded in early trading, with Zhenlei Technology rising over 7%, Zhongke Xingtu up over 5%, and Siwei Tuxin increasing over 2% [1] - Several satellite-related ETFs rose over 2% due to market influence [1] Group 2 - Specific ETF performance includes: - E Fund Satellite ETF (code: 563530) at 1.703, up 0.047 (2.84%) - Satellite Industry ETF (code: 159218) at 2.080, up 0.055 (2.72%) - GF Satellite ETF (code: 512630) at 1.713, up 0.036 (2.15%) - P Star ETF (code: 563230) at 1.710, up 0.030 (1.79%) - Penghua Satellite ETF (code: 563790) at 1.280, up 0.019 (1.51%) [2] Group 3 - Analysts indicate that China is at a similar stage to SpaceX from 2018 to 2020, entering a period of intensive satellite launches with G60 Qianfan and GW National Grid [2] - Satellite manufacturing is transitioning from laboratory customization to automotive assembly line production, with suppliers providing general-purpose power, communication, and attitude control systems expected to realize performance first [2]

Core Viewpoint - The company emphasizes its AI applications primarily in the intelligent driving sector, focusing on model compression and engineering capabilities to gain cost advantages and secure more intelligent driving orders [1] Group 1 - The company's AI applications are mainly reflected in the intelligent driving field [1] - The company aims to leverage AI tools across all employees to reduce costs and improve efficiency [1] - There is potential for the company to extend its AI capabilities into related fields in the future [1]