今日具体限售解禁股情况如下： 智通财经APP获悉，1月19日共有17家上市公司的限售股解禁，解禁总市值约81.81亿元。 | 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 钒钛股份 | 000629 | 股权激励限售流通 | 401.26万 | | 国电南瑞 | 600406 | 股权激励限售流通 | 1188.3万 | | 华谊集团 | 600623 | 股权激励限售流通 | 35.61万 | | 西部证券 | 002673 | 增发A股原股东配售上市 | 3.6亿 | | 常铝股份 | 002160 | 增发A股法人配售上市 | 2.37亿 | | 海康威视 | 002415 | 股权激励限售流通 | 2922.08万 | | 捷顺科技 | 002609 | 股权激励限售流通 | 25.81万 | | 姚记科技 | 002605 | 股权激励限售流通 | 97.5万 | | 苏博特 | 603916 | 股权激励限售流通 | 629万 | | 一品红 | 300723 | 股权激励限售流通 | 15万 | | 山东玻纤 | 605006 ...

股票研究 /[Table_Date] 2026.01.18 [Table_Industry] 计算机 票 研 究 计算机周观点第 31 期：千问发布 AI 助 手，C 端进入超级 Agent 时代 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 杨林(分析师) | 021-23183969 | yanglin2@gtht.com | S0880525040027 | | 杨蒙(分析师) | 021-23185700 | yangmeng@gtht.com | S0880525040072 | | 钟明翰(研究助理) | 021-38031383 | zhongminghan@gtht.com | S0880124070047 | 本报告导读： 1 月，千问 App 月活破亿，全面接入生态业务打造超级 Agent，脑机接口获政策与 资本双重驱动，AI4S 获政策加持，全球 AI 应用创新与生态扩展持续提速 投资要点： [Table_Report] 相关报告 计算机《AI 制造政策频出，关注 AI 工业制造》 2026.01.1 ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000021 | 深科技 | 6.74亿 | 10.29% | -1.75 Z | -2.67% | -4.99 Z | -7.62% | | 000977 | 浪潮信息 | 1.19亿 | 3.48% | -2.02亿 | -5.91% | 8303.90万 | 2.43% | | 000400 | 许继电气 | 7256.28万 | 2.56% | -7732.65万 | -2.72% | 476.38万 | 0.17% | | 000423 | 东阿阿胶 | 3132.09万 | 14.23% | -2940.47万 | -13.36% | -191.62万 | -0.87% | | 000582 北部湾港 | | 1657.74万 | 2.80% | -4339.81万 | -7.32% | 2682.07万 | 4.53% | | 002419 | 天虹股份 ...

人工智能AIETF（515070）跟踪CS人工智能主题指数（930713），成分股选取为人工智能提供技术、 基础资源以及应用端个股，聚集人工智能产业链上中游，俗称"机器人"大脑"缔造者"，万物互联"地 基"。前十大权重股包括中际旭创、新易盛、寒武纪-U、中科曙光、科大讯飞、豪威集团、海康威视、 澜起科技、金山办公、紫光股份等国内科技龙头。 （文章来源：每日经济新闻） 消息方面，1月15日，机器人租赁平台"擎天租"宣布完成种子轮融资，上线仅三周，擎天租注册用户已 突破20万，日均订单稳定在200单以上。目前，平台已与美宜佳、海底捞、豫园股份等连锁品牌达成合 作，将机器人应用于门店引流及品牌活动。高瓴创投表示，该模式将机器人从传统的设备销售转变为可 调用的服务形态。为支持供给侧轻资产运营，平台还统一了保险与培训标准。 东方证券指出，人形机器人产业的投资逻辑正从"硬件量产"向"大脑（AGI）构建"转变。其核心观点认 为，尽管中国企业在制造端已全球领先（如在CES展中占据主导地位），但简单机器人的量产对投资的 边际影响将减弱。未来，具备AGI属性的"大脑"能力将成为更高价值环节和关键投资主线。 1月16日，A股科技赛 ...

| 证券代码 | 股票简称 | 权重 | 最新价 | 涨跌幅 | 总市值(亿元) | | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | sz002415 | 海康威视 | 9.57% | 31.29 | -0.45% | | 2867.69 | 计算机 | | sz000858 | 五粮液 | 9.23% | 106.09 | -0.89% | | 4118.00 | 食品饮料 | | sz000425 | 徐工机械 | 8.83% | 11.12 | 0.54% | 4. V | 1306.93 | 机械设备 | | sz000338 | 潍柴动力 | 7.59% | 20.20 | 4.18% | S | 1760.14 | 汽车 | | sz000568 | 泸州老窖 | 7.52% | 115.36 | -1.28% | | 1698.03 | 食品饮料 | | sz000807 | 云铝股份 | 5.93% | 33.16 | 1.44% | | 1149.97 | 有色金属 | | sz000977 | 浪潮信息 | 5.93 ...

Core Viewpoint - The 2025 China Enterprise ESG "Golden Responsibility Award" aims to recognize companies that have made significant contributions to ESG (Environmental, Social, and Governance) practices, promoting sustainable development in China [1][4]. Group 1: ESG Services and Initiatives - Sina Finance ESG Rating Center offers 14 ESG services, including information, reports, training, and consulting, to help listed companies promote ESG concepts and enhance their sustainable development performance [1][4]. - In 2025, many quality enterprises in China are actively practicing their responsibilities in environmental, social, and governance areas, while domestic financial institutions are steadily advancing in ESG responsible investment [1][4]. Group 2: Award Selection and Winners - The 2025 China Enterprise ESG "Golden Responsibility Award" attracted over 5,000 participating companies since its launch in November, with winners selected based on comprehensive ESG performance, professional scoring, and online voting results [1][5]. - The winners of the 2025 China Enterprise ESG "Golden Responsibility Award" for the Annual Sustainable Development Award include China General Nuclear Power, Sungrow Power Supply, Kweichow Moutai, CATL, Zijin Mining, Hikvision, Yili, Baosteel, Chint Electric, and China Mobile [2][5]. Group 3: ESG Rating Center Overview - The Sina Finance ESG Rating Center is the first Chinese ESG professional information and rating aggregation platform, dedicated to promoting sustainable development and responsible investment [3][6]. - The center aims to establish ESG evaluation standards suitable for China's characteristics and enhance corporate ratings, while also launching multiple ESG innovation indices for investors [3][6].

Core Viewpoint - The 2025 China Enterprise ESG "Golden Responsibility Award" aims to recognize companies and institutions that have made significant contributions to ESG initiatives in China, reflecting a shift from voluntary practices to compliance requirements in ESG performance [1][12]. Group 1: ESG Development and Awards Overview - By 2025, China's ESG development has transitioned from "setting standards" to "strengthening regulations," with a comprehensive disclosure standard system being established [1][12]. - The award selection attracted over 5,000 companies, with results based on ESG performance, online voting, and professional evaluations [2][12]. Group 2: Award Categories and Winners - The award categories include Excellent Environmental Responsibility Award, Excellent Social Responsibility Award, Excellent Corporate Governance Responsibility Award, Excellent Responsibility Initiative Award, Excellent Sustainable Development Award, and various responsibility investment awards [1][12]. - Notable winners of the Excellent Environmental Responsibility Award include Great Wall Motors, Hikvision, and China Petroleum [7][24]. - The Excellent Social Responsibility Award was awarded to companies such as YF Communication, ZTE, and Ningde Times [7][24]. - Winners of the Excellent Corporate Governance Responsibility Award include China Petroleum, Hikvision, and WuXi AppTec [7][24]. - The Excellent Responsibility Initiative Award was given to companies like ZTE, Sunlight Power, and Industrial and Commercial Bank of China [7][24]. - The Excellent Sustainable Development Award included companies such as WanHua Chemical, China Bank, and China Petroleum [7][24]. Group 3: Responsibility Investment Awards - The Responsibility Investment Excellent Bank Award was given to institutions like CITIC Bank and Minsheng Bank [5][21]. - The Responsibility Investment Excellent Securities Company Award included firms such as Shenwan Hongyuan and CITIC Securities [5][22]. - The Responsibility Investment Excellent Insurance Company Award recognized companies like New China Life and AIA [5][26]. - The Responsibility Investment Excellent Fund Company Award included firms such as Xinhua Fund and Harvest Fund [5][27]. - The Responsibility Investment Excellent Asset Management Institution Award recognized institutions like Ping An Asset Management and Sunshine Asset Management [5][28]. Group 4: Call to Action and Future Directions - The award committee encourages more Chinese enterprises to integrate ESG principles into their operations and strategic planning, emphasizing the importance of balancing commercial and social values [10][29].

证券之星消息，1月13日，深证国企ESG（970055）指数报收于1462.82点，跌1.7%，成交565.26亿元，换 手率2.08%。当日该指数成份股中，上涨的有9家，登康口腔以6.17%的涨幅领涨，下跌的有40家，中核 科技以9.27%的跌幅领跌。 深证国企ESG（970055）指数十大成份股详情如下： | 证券代码 | 股票简称 | 权重 | 最新价 | 涨跌幅 | 总市值(亿元) | | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | sz002415 | 海康威视 | 9.57% | 30.87 | -2.43% | | 2829.20 | ■ 计算机 | | sz000858 | 五粮液 | 9.23% | 108.00 | -0.51% | | 4192.14 | 食品饮料 | | sz000425 | 徐工机械 | 8.83% | 11.33 | -3.00% | 4 V | 1331.61 | 机械设备 | | sz000338 | 潍柴动力 | 7.59% | 19.00 | 0.85% | | 1655.58 | 汽 ...

转自：央视新闻客户端 智能制造是制造业高质量发展的核心引擎。2025年底，工业和信息化部等六部门联合公布了首批15家领航级智能工厂名单，名单涵盖装备制造、原材料、电 子信息等多个关键行业。这些领航者不仅代表着当前中国制造智能化的最高水平，更标志着我国智能制造从数字化、网络化迈向了智能化的关键跃升期。 | 序号 | 企业名称 | IÇ | | --- | --- | --- | | 1 | 宝山钢铁股份有限公司 | 高端绿色! | | | | 号 | | 2 | 上海航天设备制造总厂有限公司 | 高可靠规 | | | | 流程创 | | ﺗﺤﺎ | 徐州重型机械有限公司 | 全球定制 | | | | 式起重 | | 4 | 南京铜铁股份有限公司 | 产业链深/ | | | | 个性化) | | 5 | 中国石油化工股份有限公司镇海炼化 | 基于全局 | | | 分公司 | 绿色石 | | 6 | 杭州海康威视數字技术股份有限公司 | 物联感知 | | | | 化定1 | | 7 | 潍柴动力股份有限公司 | 基于数智 | | | | 发动 | | 8 | 青岛海尔中央空调有限公司 | 中央空调 | | | | ...

1月13日，海康威视盘中下跌2.02%，截至10:35，报31.00元/股，成交14.31亿元，换手率0.50%，总市值 2841.11亿元。 资金流向方面，主力资金净流出1.16亿元，特大单买入1.25亿元，占比8.76%，卖出1.94亿元，占比 13.60%；大单买入3.36亿元，占比23.48%，卖出3.82亿元，占比26.73%。 分红方面，海康威视A股上市后累计派现685.02亿元。近三年，累计派现250.48亿元。 机构持仓方面，截止2025年9月30日，海康威视十大流通股东中，华泰柏瑞沪深300ETF（510300）位居 第十大流通股东，持股6305.12万股，相比上期减少289.07万股。易方达沪深300ETF（510310）退出十 大流通股东之列。 责任编辑：小浪快报 资料显示，杭州海康威视数字技术股份有限公司位于浙江省杭州市滨江区物联网街518号，成立日期 2001年11月30日，上市日期2010年5月28日，公司主营业务涉及安防视频监控产品的研发、生产和销 售。主营业务收入构成为：主业产品及服务70.00%，机器人业务7.50%，智能家居业务6.58%，汽车电 子业务5.63%，热成像业 ...