Market Overview - On January 7, the Shanghai Composite Index rose by 0.05%, the Shenzhen Component Index increased by 0.06%, and the ChiNext Index went up by 0.31%, while the CSI 300 Index fell by 0.29% [1] - Among the tradable A-shares, 2,173 stocks rose, accounting for 39.80%, while 3,190 stocks declined [1] Capital Flow - The main capital saw a net outflow of 54.336 billion yuan throughout the day [1] - The ChiNext experienced a net outflow of 15.603 billion yuan, while the STAR Market had a net outflow of 38.7137 million yuan [1] - The CSI 300 constituent stocks had a net outflow of 26.142 billion yuan [1] Industry Performance - Out of the primary industries classified by Shenwan, 17 sectors saw gains, with the top performers being the comprehensive sector and coal, which rose by 3.86% and 2.47%, respectively [1] - The sectors with the largest declines were petroleum and petrochemicals, down by 1.73%, and non-bank financials, down by 1.13% [1] Industry Capital Inflow and Outflow - Four industries had net capital inflows, with the communication sector leading at a net inflow of 4.752 billion yuan and a daily increase of 1.24% [1] - The coal industry followed with a net inflow of 1.870 billion yuan and a daily increase of 2.47% [1] - Conversely, 27 industries experienced net capital outflows, with the defense and military industry seeing the largest outflow of 11.625 billion yuan and a daily decline of 0.16% [1] - The computer industry also had significant outflows, with a net outflow of 8.122 billion yuan and a daily decline of 0.81% [1] Individual Stock Performance - A total of 2,002 stocks had net capital inflows, with 864 stocks seeing inflows exceeding 10 million yuan, and 156 stocks with inflows over 100 million yuan [2] - The stock with the highest net inflow was Aerospace Development, which rose by 7.69% with a net inflow of 2.131 billion yuan [2] - Other notable inflows were seen in Green美 and Northern Huachuang, with net inflows of 1.390 billion yuan and 1.385 billion yuan, respectively [2] - On the other hand, 227 stocks had net outflows exceeding 100 million yuan, with the largest outflows from LeiKe Defense, Haige Communication, and Dongfang Fortune, which saw outflows of 1.943 billion yuan, 1.934 billion yuan, and 1.774 billion yuan, respectively [2]

【振幅大】 -今日A股共有13只个股振幅超过20%； -惠同新材，天力复合、倍益康等个股振幅居前； 【换手率高】 -今日A股共有46只个股换手率超过30%； -C新广益，雷科防务、C陕旅等个股换手率居前； 【主力资金】 -主力资金今日净流入通信、银行、煤炭等板块，净流出国防军工、计算机、汽车等板块； -航天发展、格林美、北方华创、通宇通讯、南大光电资金净流入规模居前，分别净流入19.33亿元、 12.66亿元、12.57亿元、11.72亿元、8.80亿元； -雷科防务、海格通信、三花智控、立讯精密、东方财富资金净流出规模居前，分别净流出21.09亿元、 19.74亿元、19.26亿元、18.08亿元、17.91亿元。 (本文来自第一财经) ...

资金面上看，今日脑机接口概念板块获主力资金净流出63.09亿元，其中，52股获主力资金净流出，18 股主力资金净流出超亿元，净流出资金居首的是海格通信，今日主力资金净流出19.34亿元，净流出资 金居前的还有三博脑科、科大讯飞、汉威科技等，主力资金分别净流出6.85亿元、5.34亿元、4.49亿 元。今日主力资金净流入居前的概念股有岩山科技、创新医疗、南京熊猫等，主力资金分别净流入7.69 亿元、1.80亿元、9067.99万元。（数据宝） 脑机接口概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002465 | 海格通信 | 2.05 | 24.69 | -193361.27 | | 301293 | 三博脑科 | 10.45 | 46.31 | -68511.28 | | 002230 | 科大讯飞 | -1.61 | 3.78 | -53387.32 | | 300007 | 汉威科技 | -3.84 | 18.84 | -44932.57 | | 000516 | 国际医学 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 一、股票交易异常波动的情况介绍 广州海格通信集团股份有限公司（以下简称"公司"）（股票简称：海格通信，股票代码：002465）股票 连续三个交易日内（2025年12月31日、2026年1月5日、2026年1月6日）日收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》的相关规定，属于股票交易异常波动情形。 公司董事会确认，公司目前没有任何根据《深圳证券交易所股票上市规则》等有关规定应予以披露而未 披露的事项或与该事项有关的筹划、商谈、意向、协议等；董事会也未获悉公司有根据《深圳证券交易 所股票上市规则》等有关规定应予以披露而未披露的、对公司股票交易价格产生较大影响的信息；公司 前期披露的信息不存在需要更正、补充之处。 四、风险提示 1、公司不存在违反信息公平披露的情形。 二、公司关注和核实情况的说明 针对公司股票交易的异常波动，公司董事会对公司、控股股东和实际控制人就相关事项进行了核实，现 就有关情况说明如下： 1、公司前期披露的信息不存在需要更正、 ...

Group 1 - On January 6, a total of 22 stocks appeared on the Longhu list with the presence of Shenzhen Stock Connect special seats among the top five trading departments [1] - The net purchases included stocks such as Shanzi Gaoke, Zhongchao Holdings, and Qiangli New Materials, with net buying amounts of 150.91 million, 104.95 million, and 94.51 million respectively [1][2] - The net sales included stocks like Zhongtian Rocket, Haige Communication, and Tongyu Communication, with net selling amounts of 71.78 million, 54.57 million, and 53.40 million respectively [1][2] Group 2 - The stocks with the highest net purchases included: - Shanzi Gaoke (150.91 million) with a daily increase of 10.12% and a turnover rate of 12.69% [2] - Zhongchao Holdings (104.95 million) with a daily increase of 9.99% and a turnover rate of 34.29% [2] - Qiangli New Materials (94.51 million) with a daily increase of 15.84% and a turnover rate of 36.12% [2] - The stocks with the highest net sales included: - Zhongtian Rocket (-71.78 million) with a daily increase of 8.05% and a turnover rate of 15.76% [2] - Haige Communication (-54.57 million) with a daily increase of 9.98% and a turnover rate of 16.67% [2] - Tongyu Communication (-53.40 million) with a daily increase of 3.38% and a turnover rate of 40.79% [2]

Investment Rating - The report maintains a "Recommendation" rating for the company, indicating an expectation to outperform the benchmark index by 10%-20% over the next six months [1]. Core Insights - The company has successfully completed the first flight of the "Jiutian" drone, marking a significant technological breakthrough in large drone capabilities in China [8]. - The company has won bids for key projects, including the low-orbit broadband phased array terminal, indicating a shift towards application-side satellite logic and a closed-loop system [8]. - The launch of the "Guangzhou Low Altitude Flight Comprehensive Management Service Platform" demonstrates the company's commitment to developing a comprehensive ecosystem for low-altitude operations, integrating various technologies and services [8]. - The company is expected to benefit significantly from the "14th Five-Year Plan" for military informationization, the third generation of Beidou navigation system upgrades, and emerging fields such as low-altitude, drones, and low-orbit satellites [8]. Financial Summary - Total revenue is projected to decline from 4,920 million in 2024 to 4,387 million in 2025, before increasing to 5,336 million in 2026 and 6,317 million in 2027, reflecting a growth rate of -23.7% in 2024 and a recovery of 21.6% in 2026 [3]. - The net profit attributable to the parent company is expected to be 53 million in 2024, dropping to -87 million in 2025, and then recovering to 362 million in 2026 and 518 million in 2027, with a significant growth rate of 514.0% in 2026 [3]. - Earnings per share (EPS) is forecasted to be 0.02 in 2024, -0.04 in 2025, and then rise to 0.15 in 2026 and 0.21 in 2027 [3]. - The company’s price-to-earnings (P/E) ratio is projected to be 809 in 2024, -493 in 2025, and then stabilize at 119 in 2026 and 83 in 2027 [3].

每经AI快讯，1月6日，海格通信披露股票交易异动公告称，公司近期生产经营情况正常，内外部经营 环境未发生重大变化。公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大事项，或 处于筹划阶段的重大事项。 ...

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]

证券代码：002465 证券简称：海格通信 公告编号：2026-002 号 广州海格通信集团股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 广州海格通信集团股份有限公司（以下简称"公司"）（股票简称：海格通信， 股票代码：002465）股票连续三个交易日内（2025 年 12 月 31 日、2026 年 1 月 5 日、2026 年 1 月 6 日）日收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交 易所交易规则》的相关规定，属于股票交易异常波动情形。 二、公司关注和核实情况的说明 针对公司股票交易的异常波动，公司董事会对公司、控股股东和实际控制人就 相关事项进行了核实，现就有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大 影响的未公开重大信息； 3、公司近期生产经营情况正常，内外部经营环境未发生重大变化； 4、公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大事 项，或处于筹划阶段的重大 ...

南财智讯1月6日电，海格通信公告，公司股票连续三个交易日内（2025年12月31日、2026年1月5日、 2026年1月6日）日收盘价格涨幅偏离值累计超过20%，根据深圳证券交易所交易规则的相关规定，属于 股票交易异常波动情形。针对该情况，公司董事会对公司、控股股东和实际控制人进行了核实：公司前 期披露的信息不存在需要更正或补充之处；未发现近期公共传媒报道了可能或已经对公司股票交易价格 产生较大影响的未公开重大信息；公司近期生产经营情况正常，内外部经营环境未发生重大变化；公 司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大事项，或处于筹划阶段的重大事 项；股票交易异常波动期间，控股股东和实际控制人未买卖公司股票。公司董事会确认，目前没有任何 应予以披露而未披露的事项，也未获悉任何对公司股票交易价格产生较大影响的信息。 ...