Group 1 - The company's stock (Securities abbreviation: Suoling Co., Securities code: 002766) experienced an abnormal trading fluctuation, with a cumulative closing price increase of over 20% during three consecutive trading days from December 31, 2025, to January 6, 2026 [2] - The company conducted verification through communication with management and major shareholders, confirming that there were no corrections or supplements needed for previously disclosed information [2][3] - No significant changes in the company's operational situation or external environment were reported, and no undisclosed major information affecting stock prices was found [2][3] Group 2 - The company disclosed that its major shareholder, Zhongshan Lexing Enterprise Management Consulting Co., successfully participated in a judicial auction to acquire a total of 37.5 million shares of Suoling Co. [2] - As of the date of the announcement, there were no undisclosed significant matters related to the company, and no trading activities by major shareholders or actual controllers were reported during the stock fluctuation period [3][4] - The board confirmed that there were no undisclosed matters that should be reported according to the Shenzhen Stock Exchange listing rules [4]

每经AI快讯，1月6日，索菱股份（002766）(002766.SZ)发布异动公告，公司控股股东中山乐兴一致行 动人汤和控股参与竞拍肖行亦持有的在京东网司法拍卖网络平台进行拍卖的2750万股、1000万股合计 3,750万股索菱股份的股票，并竞买成功。截止本公告日，汤和控股已足额支付了全部拍卖成交款，尚 未收到法院的执行裁定。 ...

证券代码：002766 证券简称：索菱股份 公告编号：2026-001 深圳市索菱实业股份有限公司 关于公司股票交易异常波动的公告 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。 一、股票交易异常波动的情况介绍 深圳市索菱实业股份有限公司（以下简称"公司"）股票（证券简称：索菱股 份，证券代码：002766）于 2025 年 12 月 31 日、2026 年 1 月 5 日、2026 年 1 月 6 日连续三个交易日收盘价格涨幅偏离值累计达到 20％以上，根据《深圳证 券交易所交易规则》的有关规定，属于股票交易异常波动的情况。 二、公司关注、核实的情况说明 3、公司已披露的经营情况、内外部经营环境未发生重大变化； 4、公司分别于 2025 年 11 月 22 日、2025 年 12 月 3 日分别在巨潮资讯网发 布公告《关于控股股东一致行动人通过司法竞拍受让股份的公告》（公告编号： 2025-066）、《关于控股股东一致行动人通过司法竞拍受让股份进展的公告》（公 告编号：2025-067），公司控股股东中山乐兴企业管理咨询有限公司（以下简称 "中山乐兴"）一致 ...

Market Overview - On the second trading day of the new year, the market showed strong performance with significant volume increase, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising by 1.5%, 1.4%, and 0.75% respectively, and over 4,100 stocks gaining while more than 1,200 stocks declined [4] - The total trading volume exceeded 2.8 trillion yuan, indicating heightened market activity [4] Autonomous Driving Sector - The autonomous driving sector experienced a strong rally, with stocks like Suoling Co., Zhejiang Shibao, and others hitting the daily limit, leading to an overall increase of 2.38% in the sector [7] - The surge was catalyzed by NVIDIA's announcement at CES regarding the release of the open-source AI model and tools, which are aimed at accelerating the development of next-generation safe autonomous driving technologies [7][8] - The new model, Alpamayo-R1, is noted for its high interpretability, addressing the "black box" issue of traditional algorithms, which is crucial for the implementation of Level 4 autonomous driving [8] Financial Sector - The financial sector showed robust performance with significant gains across various stocks, including Huayin Securities and Huasheng Securities, which hit the daily limit [11] - The sector saw increases of 3.73% for brokerage firms, 3.82% for insurance, and 2.02% for financial technology companies, driven by a notable increase in trading volume and a bullish market sentiment [11] - The Shanghai Composite Index managed to stay above the 4,000-point mark, marking a significant milestone with a record 13 consecutive days of gains [11] HeSai Technology - HeSai Technology was selected by NVIDIA as a laser radar partner for the "NVIDIA DRIVE AGX Hyperion 10 platform," leading to a stock price increase of 5.9% [12] - The stock's performance was somewhat muted due to its exclusion from the Hong Kong Stock Connect, limiting A-share investor participation [12] KeLan Software - KeLan Software opened 4% higher but experienced a decline before a significant rally in the afternoon, closing up 5.38% [14] - The stock's initial rise was attributed to its association with commercial aerospace, while the afternoon surge was linked to its connection with brain-computer interface concepts, highlighting its position in the financial technology sector [14]

Core Viewpoint - The automotive parts sector experienced a notable increase of 1.38% on January 6, with significant contributions from companies like 豪恩汽电, as the overall market indices also showed positive performance [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4083.67, up by 1.5% [1]. - The Shenzhen Component Index closed at 14022.55, up by 1.4% [1]. - The automotive parts sector saw a net inflow of 1.279 billion yuan from major funds, while retail investors contributed a net inflow of 114 million yuan [2]. Group 2: Individual Stock Performance - 豪恩汽电 (301488) led the sector with a closing price of 177.49, reflecting a 12.93% increase and a trading volume of 77,600 shares, amounting to 1.329 billion yuan [1]. - 山子高科 (000981) and 索菱股份 (002766) also showed strong performance, with increases of 10.12% and 10.06%, respectively [1]. - The table of individual stock performance indicates that several companies in the automotive parts sector experienced significant gains, with multiple stocks rising by over 10% [1]. Group 3: Fund Flow Analysis - Major funds showed a net inflow in stocks like 山子高科 (000981) with 1.428 billion yuan, while retail investors had a net outflow [3]. - 浙江世宝 (002703) attracted a net inflow of 310 million yuan from major funds, indicating strong institutional interest [3]. - The analysis of fund flows reveals a mixed sentiment, with major funds favoring certain stocks while retail investors exhibited caution [3].

Group 1 - The autonomous driving sector saw significant stock price increases on January 6, with Hanxin Technology reaching a 30% limit up and Wanjie Technology up by 20% [1][2] - Other companies in the sector, such as Lianchuang Electronics and Desay SV, also hit their daily price limits, indicating strong market interest and investor confidence [1][2] Group 2 - The annual Consumer Electronics Show (CES) in Las Vegas showcased cutting-edge technologies from January 6 to 9, with NVIDIA announcing the launch of the open-source inference VLA model Alpamayo, aimed at accelerating the development of safe autonomous vehicles [2] - NVIDIA's CEO Jensen Huang emphasized that a significant shift from non-autonomous to autonomous vehicles is expected to occur soon, predicting that a large portion of cars will be autonomous or highly automated in the next decade [3] - NVIDIA's DRIVE AV software will be implemented in Mercedes-Benz vehicles, with the first autonomous vehicle expected to hit the roads in the U.S. in Q1 of this year, followed by Europe in Q2 and Asia later in the year [3]

Group 1 - The smart driving sector experienced a collective surge, with the smart car ETF (159888) rising by 3.59% and several stocks reaching their daily limit up [1] - NVIDIA launched the Alpamayo open-source AI for safe and inference-based autonomous vehicles at CES 2026, introducing a series of models, simulation tools, and datasets to accelerate development [1] - Ping An Securities indicated that the commercialization of smart driving is expected to accelerate by 2026, with recent approvals for L3 vehicle operation conditions marking progress in technology and policy [1] Group 2 - The automotive parts ETF (562700) tracks the CSI Automotive Parts Theme Index, covering various sectors including automotive systems, interiors, electronics, and tires, benefiting from the trends of electrification and intelligence in the automotive industry [2]

数据宝统计，截至09:49，索菱股份成交额10.38亿元，创2024年12月13日以来新高。最新股价上涨 8.26%，换手率16.91%。上一交易日该股全天成交额为3.70亿元。（数据宝） （文章来源：证券时报网） ...

Core Viewpoint - The recent surge in stock price of Suoling Co., Ltd. (SZ002766) is attributed to improvements in corporate governance, stable shareholding structure, and the growing trend of automotive intelligence [2]. Group 1: Corporate Governance - Suoling Co., Ltd. has undertaken a comprehensive upgrade of its corporate governance structure, revising 32 governance regulations that enhance transparency in key areas such as information disclosure, investment management, and internal control auditing [2]. - The newly elected board members received high votes, and the independent director system has been improved, indicating a commitment to better governance [2]. - The controlling shareholder increased their stake by 3.18% through judicial auction, reflecting confidence in the company's future [2]. Group 2: Market Position and Trends - The company specializes in the research, production, and sales of CID systems, providing professional hardware and software services for vehicle networking and autonomous driving, focusing on automotive intelligence and IoT communication [2]. - The automotive intelligence sector is a significant trend in the industry, attracting market attention and indicating potential for growth in the company's operational domain [2]. - The stock experienced a net inflow of large orders, suggesting the involvement of major funds, and technical indicators like the MACD have shown a bullish crossover, contributing to the stock's price increase [2].

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]