Group 1: Commercial Aerospace - China Aerospace Science and Technology Corporation's commercial rocket subsidiary increased its registered capital from 1 billion to 1.396 billion yuan, with a 77.6% increase in investment from the parent company [5] - Blue Arrow Aerospace is aiming to become the first publicly listed commercial rocket company, with the commercial aerospace sector expected to enter a golden development period [9] - The low-orbit satellite internet in China is set to enter mass launch construction in the second half of 2025, with significant acceleration in industry development anticipated by 2026 [11] Group 2: Brain-Computer Interface - The first fully implanted, wireless, and fully functional brain-computer interface product in China has successfully completed its first clinical trial [20] - The brain-computer interface industry is expected to reach a market size of over 10 billion USD by 2030, with companies like Haige Communication and Xiangyu Medical seeing significant stock price increases [22] - Xiangyu Medical is focusing on non-invasive rehabilitation and exploring invasive technologies, with plans to cover over 1,000 top-tier hospitals by 2026 [24] Group 3: Financial Sector - The National Financial Regulatory Administration has lowered risk factors for long-term holding assets, which is expected to cultivate patient capital and support technological innovation [30] - The financial sector is experiencing strong performance, with stocks like Zhina Compass seeing a significant increase in value due to market expectations of a bull market [31] Group 4: Intelligent Driving - Nvidia plans to test a driverless taxi service by 2027, indicating advancements in autonomous driving technology [33] - The first batch of L3 autonomous vehicles in China has begun large-scale road operation, with companies like Wanjite Technology benefiting from this trend [34] - The automatic driving technology is moving towards mass production applications, with companies like Haoen Automotive seeing stock price increases [36]

智通财经1月6日讯，今日120股涨停，25股炸板，封板率为83%，胜通能源13连板，锋龙股份8连板，雷 科防务5连板，友邦吊顶、南兴股份4连板，索菱股份、城建发展、农心科技3连板，嘉美包装16天12 板，浙江世宝14天7板，鲁信创投8天6板，北斗星通10天5板，中国卫通6天4板。三大指数集体收涨，沪 指高开高走，日线录得13连阳，再创十年新高。量能持续放大，沪深两市成交额2.81万亿，较上一个交 易日放量2602亿。板块方面，脑机接口、化工、有色金属板块涨幅居前；美容护理、CPO、银行板块表 现相对落后。 人气及连板股分析 连板晋级率升至71.42%，其中3板及以上连板股全部实现晋级，随着人气龙头胜通能源复牌缩量涨停晋 级13连板，高位股情绪得到逆转并重新获得资金聚焦，嘉美包装、鹭燕医药、国晟科技、浙江世宝等多 只人气品种封涨停，进而带动商业航天、机器人、脑机等近端主线热度持续提升，其中20、30厘米弹性 票的赚钱效应依旧居高不下，合计涨停家数维持20家左右的高位。不过近期高弹性票的强度，仍基于几 大热门板块内10厘米人气股的不断向上拓展空间，一旦其中部分品种出现掉队，仍不利于其赚钱效应维 持高位。 | 连板 ...

责任编辑：小浪快报 第1笔成交价格为15.19元，成交100.00万股，成交金额1,519.00万元，溢价率为0.00%，买方营业部为华 泰证券股份有限公司天津东丽开发区二纬路证券营业部，卖方营业部为中信建投证券股份有限公司南京 龙园西路证券营业部。 进一步统计，近3个月内该股累计发生9笔大宗交易，合计成交金额为1.4亿元。该股近5个交易日累计上 涨61.08%，主力资金合计净流入14.07亿元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月6日，雷科防务收涨9.99%，收盘价为15.19元，发生1笔大宗交易，合计成交量100万股，成交金额 1519万元。 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 买方营业部 (万元) | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2026-01-06 | 002413 | 雷科防务 | 15.19 | 100.00 | 1,519.0降泰证券股份有限 | 中信建投证券股份 | | | | | | | 公司天津东丽开发 | 有限公司南京龙园 | | | | | | | 区二纬路证券营业 | 西路证券营业部 | | | | | | | वार | | | 权益类证券大宗交易(协议交易) | | --- | 1月6日，雷科防务大宗交易成交100万股，成交额1519万元，占当日总成交额的0.7%，成交价15.19元， 较市场收盘价15.19元持平。 ...

Market Performance - The military electronics sector rose by 2.91% on January 6, with Beidou Star leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up 1.5%, while the Shenzhen Component Index closed at 14022.55, up 1.4% [1] Stock Performance - Beidou Star (002151) closed at 54.97, up 10.01% with a trading volume of 748,000 shares [1] - Aerospace Electric (002025) also saw a 10% increase, closing at 56.85 with a trading volume of 578,500 shares [1] - Other notable gainers included Hezhong Shizhuang (002383) and Leike Defense (002413), both rising by 10% and 9.99% respectively [1] Capital Flow - The military electronics sector experienced a net outflow of 470 million yuan from institutional investors and 923 million yuan from speculative funds, while retail investors saw a net inflow of 1.393 billion yuan [2][3] - The top stock in terms of net inflow from institutional investors was Hezhong Shizhuang (002383) with 304 million yuan, accounting for 48.27% of its trading volume [3] Summary of Individual Stocks - Beidou Star (002151) had a net inflow of 229 million yuan from institutional investors, representing 5.72% of its trading volume [3] - Aerospace Electric (002025) saw a net inflow of 245 million yuan from institutional investors, making up 7.70% of its trading volume [3] - The overall trend indicates a mixed sentiment among different types of investors within the military electronics sector [2][3]

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]

Core Insights - The A-share market saw a significant rise in autonomous driving concept stocks, driven by Nvidia's announcement of its first open-source inference VLA (Vision-Language-Action) model, Alpamayo 1, which aims to accelerate the development of safe autonomous driving technology [1] Group 1: Stock Performance - Yachuang Electronics surged over 11.24%, with a total market value of 7.39 billion [2] - Suotai Co. increased by 10.06%, reaching a market capitalization of 6.33 billion [2] - Zhejiang Seabow and Hezhong Shizhuang both rose by 10%, with market values of 19.7 billion and 9.936 billion respectively [2] - Yanshan Technology, Leike Defense, and Galaxy Electronics all saw gains close to 10%, with market values of 48.7 billion, 20 billion, and 8.831 billion respectively [2] - Beidou Xingtong and Haon Electric both increased by over 6%, with market values of 28.8 billion and 15.3 billion respectively [2] - Wanjitech rose by 5.45%, with a market value of 7.053 billion [2] Group 2: Technological Advancements - Nvidia's Alpamayo 1 model utilizes a 10 billion parameter architecture to generate trajectories and reasoning processes from video inputs, enabling vehicles to "reason" in complex driving scenarios [1] - The model addresses the challenging "long tail effect" in autonomous driving, allowing vehicles to think through solutions in unexpected situations [1] - The first vehicle equipped with this technology is expected to be on the road in the United States in the first quarter [1]

Group 1 - The A-share market saw a collective surge in autonomous driving concept stocks, with Yachuang Electronics rising over 11% and several other companies hitting the 10% daily limit increase [1][2] - Notable performers included Suofei Co. with a 10.06% increase, Zhejiang Seabow at 10.01%, and Hezhong Shizhuang at 10% [2] - The total market capitalization of Yachuang Electronics reached 7.39 billion, while other companies like Zhejiang Seabow and Hezhong Shizhuang had market caps of 19.7 billion and 9.936 billion respectively [2] Group 2 - Nvidia made a significant advancement in the autonomous driving sector by announcing the open-source release of its first inference VLA (Vision-Language-Action) model, Alpamayo 1, aimed at accelerating the development of safe autonomous driving technology [1][3] - The Alpamayo 1 model features a 10 billion parameter architecture that processes video input to generate trajectories and reasoning processes, addressing complex driving scenarios [3] - The model aims to tackle the challenging "long tail effect" in autonomous driving, enabling vehicles to "think" and find solutions in unexpected situations, with the first vehicle equipped with this technology expected to hit the roads in the U.S. in the first quarter [3]

早盘商业航天概念震荡回升，雷科防务走出5连板，银河电子2连板，中国卫通涨近5%续创历史新高， 苏试试验、星环科技、北斗星通、立昂微等跟涨。 ...