【市场复盘】 本周四(1月8日)，科创人工智能ETF华夏(589010)表现强劲，全天收涨1.09%，盘中一度突破1.500元整数 关口。持仓股方面呈现"百花齐放"态势，中科星图强势领涨超4%，复旦微电、芯原股份、寒武纪-U均 涨超3%，新点软件、福昕软件等个股紧随其后，涨幅逾2%。流动性方面，全天成交额录得1.35亿元， 换手率达4.06%，显示出资金对人工智能赛道在经历调整后的修复行情保持高度敏感，交投情绪积极回 暖，配置窗口或已开启。机器人ETF(562500)延续强势表现，收涨1.06%，全天成交额突破13.77亿元， 交投持续火爆。持仓股方面迎来集体爆发，上演"涨停潮"：丰立智能（301368）强势封板20CM涨停， 晶品特装大涨超10%，华东数控（002248）、信捷电气（603416）、中信重工（601608）等5只成分股 集体封死10%涨停板。 【热点要闻】 1.近日，"全球仓储机器人第一股"极智嘉与全球头部电商企业正式签署战略合作协议。根据协议，该客 户承诺在合作期内每年向极智嘉采购数亿元人民币的产品与服务。同时，双方将携手展开全球范围的项 目复制和市场开拓，形成高黏性的长期价值共生。 2领 ...

Core Viewpoint - Lingyi iTech (002600) is focused on the development of core components and assembly for smart wearable devices such as AR, VR, MR, and AI glasses, providing essential parts and assembly services to leading domestic and international clients [1] Group 1 - The company specializes in soft functional components, injection molded parts, thermal solutions, chargers, and wireless charging core components [1] - Lingyi iTech has signed commercial confidentiality agreements with clients, limiting the disclosure of specific cooperation details [1]

每年年初 在拉斯维加斯举行的 全球消费电子展（CES） 是窥见技术浪潮、检视产业成果、 洞察未来的最佳窗口 在今年的展会上 东莞再次秀出亮眼表现 展现"科创引领"的新姿态 向世界传递来自东莞的"新价值主张" 01 闪耀全球消费电子展 东莞科创企业硬核出海 1月6日至9日，2026年国际消费电子展（CES 2026）在美国拉斯维加斯举行。作为被业界誉为"科技界春晚"的全球顶尖科技盛会，CES是洞察年度技术趋 势的核心舞台，各种创新应用在此密集发布。 今年，东莞的科创企业组成中国"智造"的亮眼方阵，再度点亮CES的创新版图。 AI陪伴机器人赛道竞争激烈，各团队力求差异化突围。卢登斯智能（Ludens AI）展示了两款具有亲和力的陪伴机器人，收获多家媒体关注。 其中一款机器人宠物Cocomo，专注于情感交互技术的深度研发，可以跟随用户走动，并对语音和触摸作出反应。另一款体型更小但同样非常可爱的机器 人，名为Inu，企业将其描述为"桌面外星玩偶"，令陪伴更具温度与智慧。 在威尼斯馆初创企业专区（Eureka Park），总部位于东莞松山湖的XbotPark，有多家企业参展，是馆内唯一来自中国的科技企业集合型展区。 据 ...

截至1月8日收盘，稀土永磁概念下跌0.94%，位居概念板块跌幅榜前列，板块内，中矿资源、格林美、 惠城环保等跌幅居前，股价上涨的有19只，涨幅居前的有宇晶股份、争光股份、瑞晨环保等，分别上涨 9.73%、2.35%、1.86%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 国产航母 | 4.70 | 金属钴 | -1.62 | | 军工信息化 | 4.20 | 金属镍 | -0.99 | | 太赫兹 | 4.14 | 稀土永磁 | -0.94 | | 中船系 | 3.64 | 期货概念 | -0.94 | | 商业航天 | 3.56 | 金属锌 | -0.92 | | 大飞机 | 3.43 | 金属铜 | -0.80 | | 卫星导航 | 3.41 | EDR概念 | -0.67 | | 军民融合 | 3.35 | 金属铅 | -0.64 | | 脑机接口 | 3.27 | 小金属概念 | -0.64 | | 成飞概念 | 3.27 | 同花顺出海50 | -0.59 | 资金面上看，今日稀土永磁概念板块 ...

Important Matters - Pritchard has achieved a significant breakthrough in LCP film technology, being the only company in China to do so, and is collaborating with overseas clients for applications in brain-computer interfaces [1] - Zhongtian Rocket's small guided rocket products primarily serve military trade, with product gross margins fluctuating between 35% and 40% [1] - CIMC's subsidiary is providing liquid oxygen storage tanks and other equipment in the commercial aerospace sector, with expected revenue and orders exceeding 100 million yuan by 2025 [1] - Gaode Infrared is supplying infrared detector cores for commercial aerospace and satellite applications [1] - Zhongfu Shenying's M55J-grade carbon fiber is undergoing application verification in satellite structural components [1] Investment and Operations - Dazhong Mining plans to invest 3.688 billion yuan in a 20 million tons per year lithium mining and selection project [1] - Zhongkuang Resources has commenced trial production for a high-purity lithium salt project with an annual output of 30,000 tons [1] - Cuiwei Co., Ltd. has indirectly invested 150 million yuan in Super Fusion through its subsidiary fund [1] - Huagong Technology has launched a self-developed silicon photonic chip for 1.6T optical modules [1] - Gaomei Co., Ltd. has formed small batch orders for composite tungsten wire tendon ropes [1] - Xinlitai's innovative drug SAL0145 injection has had its clinical trial application accepted [1] - Hengrui Medicine's innovative drug Rilaforpu α injection has been approved for market launch, with no similar products approved domestically or internationally [1] - Yifan Pharmaceutical's wholly-owned subsidiary has received a registration acceptance notice for Yihuang Decoction granules, with no similar products from the same prescription available domestically [1] Partnerships and Collaborations - Taisheng Wind Power has formed strategic partnerships with multiple arrow manufacturers [2] - Guangqi Technology's subsidiary has signed batch production contracts totaling 264 million yuan for metamaterials with four clients [2] - Lingyi Intelligent Manufacturing has reached a strategic cooperation agreement with Qiangnao Technology [2] Performance - Zhongke Lanyun expects a net profit increase of 367%-377% year-on-year in 2025, driven by significant fair value changes from investments in Moer Thread and Muxi Co., Ltd. [2] - Kangchen Pharmaceutical anticipates a net profit increase of 243%-315% year-on-year in 2025 [2] - Chuanjinno expects a net profit increase of 144%-173% year-on-year in 2025 [2] - Beifang Navigation forecasts a net profit increase of 86.32%-137.14% year-on-year in 2025 [2]

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，领益智造（002600）在互动平台回答投资者提问时表示，公司与国内首家脑机接 口领域独角兽企业浙江强脑科技有限公司达成战略合作伙伴关系。 ...

Core Viewpoint - Lingyi iTech (002600) emphasizes its strong technical foundation and extensive industry experience in the enterprise-level server thermal management sector, highlighting its main business offerings and client relationships [1] Group 1: Business Overview - Lingyi iTech's main products include server liquid cooling quick-disconnect connectors (UQD), liquid cooling manifolds, single-phase liquid cooling modules (server liquid cooling plates and optical module cooling plates), phase change liquid cooling modules, and server heat spreaders (VC and 3DVC) [1] - The company also produces busbars and server racks as part of its core thermal management hardware products [1] Group 2: Client Relationships - Lingyi iTech has established deep and long-term partnerships with leading clients in the overseas computing power industry and their supply chain partners, as well as relevant server OEMs and power solution companies [1]

格隆汇1月7日丨领益智造(002600.SZ)在投资者互动平台表示，公司与国内首家脑机接口领域独角兽企 业浙江强脑科技有限公司达成战略合作伙伴关系。 ...

Core Viewpoint - The 2026 International Consumer Electronics Show (CES 2026) will take place from January 6 to 9 in Las Vegas, showcasing numerous A-share listed companies with their latest products in popular sectors such as robotics, smart hardware, and new energy vehicles [6]. Robotics - Ninebot will unveil a new multi-scenario lawn mowing robot, enhancing its product matrix [2]. - Stone Technology is expected to debut its "embodied intelligence black technology" as a representative of smart cleaning robots [7]. - Lingyi Technology will present a comprehensive robotics technology matrix, showcasing core components and application solutions [8]. - Zhaowei Electromechanical will showcase a new generation of dexterous hands with 20 degrees of freedom [9]. - Orbbec will release multiple 3D camera products suitable for humanoid robots, enhancing visual solutions for precise operations [9]. - Ecovacs will introduce a pool cleaning robot and the latest developments in embodied intelligence [9]. - Lens Technology will debut a highly dexterous bionic hand and head assembly, integrating self-developed reducers for improved performance [10]. - Megvii will collaborate with Yimai Intelligent to launch two new micro AI robot products [11]. Smart Glasses - Tianjian Co. will present its latest AI and AR glasses at CES 2026, focusing on AI glasses, AI headphones, and smart speakers [12]. - XGIMI Technology will globally launch its new AI glasses brand "MemoMind" [13]. - GoerTek will showcase multiple innovative MR/AR/smart glasses, enhancing the "AI + smart interaction" experience [13]. - Guangfeng Technology will present three LCoS AR optical products: Wax Girl G1, Dragonfly G1 mini, and Rainbow C1 [14]. Storage Solutions - Baiwei Storage will highlight consumer-grade storage solutions, including a Mini SSD that rivals flagship PCIe Gen4 SSDs, supporting Meta's AI/AR glasses [15]. - Jiangbolong will enhance its consumer market brand with a collaboration featuring a special edition storage product linked to the Argentina national football team [15]. - Rockchip will showcase audio and machine vision products, with its RK3588 chip being widely applied in various robotic forms [15]. Automotive Innovations - Great Wall Motors will return to CES with its full product line and core technology matrix, focusing on new energy and AI vehicles [17]. Display Technologies - TCL Technology will unveil its "machine king" series of televisions and the world's first printed OLED vehicle display solution [5]. - Hisense will launch a new generation of RGB-Mini LED display technology [5]. - BOE will showcase over 60 cutting-edge display technologies and IoT solutions, including the global debut of the "HERO 2.0 smart cockpit" [19].