Brain-Computer Interface - Daoshih Technology has strategically invested in Qiangnao Technology [1] - Lingyi Zhi Zao has reached a strategic cooperation agreement with Qiangnao Technology [1] Commercial Aerospace - Taisheng Wind Power is collaborating with multiple complete rocket manufacturers [1] - Tianqi Mould has obtained supplier qualifications from COMAC and XAC for its aviation products [1] - Guotai Group's Xinyu Guotai has achieved stable mass production of small solid rocket engines [1] - Gaode Infrared's products are applied in commercial aerospace and satellite-mounted infrared detector cores [1] Other Developments - Cuiwei Co., Ltd. has indirectly invested 150 million yuan in Super Fusion through its fund [1] - AVIC Optoelectronics has developed mature interconnection solutions for the robotics sector [1] - Gaomei Co., Ltd. has formed small batch orders for composite tungsten wire tendon ropes [1] - Huagong Technology is actively laying out business directions in embodied intelligence, focusing on torque and tactile sensor products [1] - Zhongfu Shenying's M55J carbon fiber is undergoing application verification in satellite structural components [1]

证券日报网讯1月7日，高德红外（002414）在互动平台回答投资者提问时表示，具体财务数据敬请关注 公司2025年年度报告。 ...

1月5日，A股市场高开高走迎来2026年开门红，创业板指领涨，沪指重回4000点上方，录得十二连阳。 板块层面，商业航天概念反复活跃，雷科防务（002413）4连板，中国卫通（601698）5天3板，当虹科 技、谱尼测试（300887）、云汉芯城（301563）、西测测试（301306）等多股20CM涨停，海格通信 （002465）、银河电子（002519）、高德红外（002414）、北斗星通（002151）等20股涨停。 消息面上，据央视新闻报道，中国航天的新蓝图正在展开。载人登月项目将展开多项试验，嫦娥七号将 奔赴月球南极寻找水冰存在的证据，多型新火箭将首飞并挑战回收。中国航天正朝着建设航天强国的目 标开启新的征程。 开源证券研究所指出：SpaceX、天兵科技等国内外头部商业航天企业均计划于2026年推进IPO进程。在 政策支持与产业发展的双重共振下，商业航天领域已成为资本市场瞩目的新热点。 开源证券认为，脑机接口将定义人形机器人的人机交互新范式，探索人脑作为机器人大脑可能性，构建 人机融合的终极生态。近期脑机接口利好不断，印证了脑机接口技术预计将在2026年迈向商业化，并从 医疗刚需向AI应用、机器人等 ...

Group 1 - The A-share market opened positively in 2026, with the ChiNext Index leading the gains and the Shanghai Composite Index surpassing 4000 points, marking a twelve-day winning streak [1] - The commercial aerospace sector is experiencing significant activity, with multiple stocks hitting the daily limit up, including Leike Defense and China Satellite Communications [1] - China's space exploration initiatives are advancing, with plans for manned lunar missions and the Chang'e 7 mission aimed at finding water ice on the Moon [1] Group 2 - The brain-computer interface (BCI) sector is witnessing a surge, with individual stocks like Beiyikang hitting the daily limit up, reflecting a broader market trend [2] - Elon Musk's company Neuralink plans to begin large-scale production of BCI devices in 2026, which could revolutionize human-robot interaction and expand applications beyond medical needs [2] - The global BCI market is projected to grow to approximately $12.4 billion by 2034, with a CAGR of 17% from 2025 to 2034 [2] Group 3 - Goldman Sachs recommends overweighting Chinese stocks in 2026, predicting annual market growth of 15% to 20% for 2026 and 2027, driven by factors such as AI applications and the "going out" trend [2] - The current valuation of the Chinese stock market is significantly discounted compared to global peers, presenting potential investment opportunities [2]

Core Viewpoint - The A-share market opened positively in 2026, with the ChiNext Index leading gains and the Shanghai Composite Index surpassing 4000 points, marking a twelve-day consecutive rise [1] Market Performance - The commercial aerospace sector showed significant activity, with multiple stocks hitting the 20% daily limit up, including LeiKe Defense, China Satellite Communications, and others [1] - Notable stocks that achieved daily limit up include HaiGe Communication, Galaxy Electronics, and others, totaling around 20 stocks [1] Industry Developments - According to CCTV news, China's new aerospace blueprint is unfolding, with plans for manned lunar missions and the Chang'e 7 mission aimed at finding evidence of water ice on the Moon's south pole [1] - Multiple new rocket types are set to make their maiden flights and challenge recovery capabilities, indicating a strong push towards becoming a leading space power [1] Investment Opportunities - Open Source Securities Research Institute highlights that leading commercial aerospace companies, such as SpaceX and Tianbing Technology, plan to advance their IPO processes in 2026 [1] - The commercial aerospace sector is becoming a new hotspot in the capital market, driven by dual support from policy and industry development [1]

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） ...

Core Viewpoint - The Zhongzheng 500 Enhanced ETF (159678) has shown a positive performance since its inception, with a return of 40.53% since February 13, 2023, and a recent one-month return of 7.00% [1] Group 1: ETF Performance - The Zhongzheng 500 Enhanced ETF opened at 1.416 yuan, with an increase of 0.93% [1] - The ETF's performance benchmark is the Zhongzheng 500 Index return rate [1] - The fund is managed by Bosera Asset Management, with fund managers Liu Zhao and Yang Zhenjian [1] Group 2: Top Holdings - Key stocks in the ETF include: - Shenghong Technology up 1.47% - Huagong Technology up 0.28% - Goldwind Technology up 10.00% - Giant Network down 0.42% - Perfect World up 0.98% - Ninebot Company up 0.27% - Jincheng Trust up 0.11% - Gaode Infrared up 1.91% - Rockchip up 0.46% - Shennong Development unchanged [1]

证券代码：002414 证券简称：高德红外 公告编号：2025-043 武汉高德红外股份有限公司 关于 2022 年员工持股计划第三个解锁期符合解锁条件的部 分股份非交易过户完成的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 武汉高德红外股份有限公司（以下简称"公司"）于 2025 年 12 月 29 日办理 完成了 2022 年员工持股计划第三个解锁期符合解锁条件的部分股份非交易过户事 宜，本次非交易过户共涉及 351 名员工持股计划持有人，非交易过户股份数量为 952.5293 万股，现将本次员工持股计划非交易过户相关情况公告如下： 一、员工持股计划基本情况 当前总股本的 0.1138%。 二、员工持股计划非交易过户情况 2025 年 12 月 24 日，公司召开 2022 年员工持股计划第十五次管理委员会，审 议通过了将 351 名符合解锁条件的激励对象所涉可解锁股票数量 952.5293 万股过 户至其个人账户。 公司分别于 2022 年 10 月 27 日召开了第五届董事会第十九次会议和第五届监 事会第十三次会议、于 2022 年 11 月 ...

Core Viewpoint - Gaode Infrared and Chengli Group signed a strategic cooperation agreement to focus on the integration of high-tech infrared thermal imaging with specialized vehicle industries, aiming for innovation and market expansion [1] Group 1: Strategic Cooperation - The agreement emphasizes leveraging each company's strengths to promote the development of intelligent and connected industries [1] - The collaboration will involve deep cooperation in technology research and development, product innovation, and market expansion [1] Group 2: Market Development - Both companies aim to jointly develop globally competitive intelligent specialized vehicle products and solutions [1] - The partnership seeks to explore both domestic and international markets, leading the industry towards high-quality development and innovation upgrades [1]

武汉高德红外股份有限公司 关于 2022 年员工持股计划第三个锁定期届满的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 证券代码：002414 证券简称：高德红外 公告编号：2025-042 其中，本员工持股计划第三个锁定期于 2025 年 12 月 26 日届满，可解锁股数 为本员工持股计划持股总数的 40%，即解锁 1,308.2132 万股，占公司目前总股本 的 0.3063%；本员工持股计划剩余 691.9168 万股将按照相关规定继续锁定。 武汉高德红外股份有限公司（以下简称"公司"）分别于 2022 年 10 月 27 日 召开了第五届董事会第十九次会议和第五届监事会第十三次会议、于 2022 年 11 月 14 日召开了 2022 年第二次临时股东大会，审议通过《关于〈2022 年员工持股 计划（草案）〉及其摘要的议案》《关于〈2022 年员工持股计划管理办法〉的议 案》《关于提请股东大会授权董事会办理公司员工持股计划相关事宜的议案》，同 意公司实施 2022 年员工持股计划（以下简称"本员工持股计划"或"员工持股计 划"）。具体内 ...