证券之星消息，1月12日光学光电子板块较上一交易日上涨1.81%，联建光电领涨。当日上证指数报收于 4165.29，上涨1.09%。深证成指报收于14366.91，上涨1.75%。光学光电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300269 | 联建光电 | 9.44 | 15.12% | 165.12万 | | 15.15亿 | | 603703 | 盛洋科技 | 18.90 | 10.01% | 106.20万 | | 19.79亿 | | 600552 | 凯盛科技 | 15.30 | 9.99% | 120.95万 | | 18.11亿 | | 600666 | 奧瑞德 | 3.75 | 8.07% | 268.85万 | | 9.98676 | | 300232 | 洲明科技 | 8.11 | 6.57% | 74.29万 | | 5.91亿 | | 688010 | 福米股份 | 36.80 | 6.54% | 14.24万 | | 5 ...

具体来看，智谱的大模型技术可为洲明的智能终端注入"智慧内核"，其领先的AI Agent技术，可推动智 能体在各类显示场景中的具身化落地，这与洲明科技构建"硬件+IP+场景服务"三轴驱动的智能化场景生 态体系高度契合。通过资本绑定，洲明科技得以优先获取智谱的前沿技术支持，加速自身从传统显示硬 件商向AI端侧领域的转型。 为筑牢这一转型基础，洲明科技在AI端侧技术布局上已实现多线并进。公司目前正在开发的基于华为 鸿蒙的AI SOC系统，把端侧多模态大模型装进芯片中，为设备高效化运行奠定基础；研发合作上，与 浙江大学联合成立"中华优秀传统文化大模型联合研究院"，深度挖掘文化IP的技术转化价值；自主创新 方面，自主研发的"山隐大模型"聚焦情感陪伴与文化传承两大核心场景，已具备成熟的语义理解与情感 交互能力；平台整合上，搭建的AI Agent平台已完成多套主流大模型接入，为不同场景的产品落地提供 技术适配性。 近日，洲明科技（300232）(300232.SZ)发布公告，公司全资子公司洲明香港作为投资者，成功认购北 京智谱华章科技股份有限公司(以下简称"智谱")在香港联交所首次公开发行的66900股股份，获配金额 达7 ...

Core Viewpoint - The domestic AI large model industry is entering a period of accelerated commercialization, with Shenzhen Zhuhua Technology Co., Ltd. (referred to as "Zhuhua") and its strategic partnerships positioning it for significant growth opportunities in the AI sector [1][4]. Group 1: Company Overview - Zhuhua officially listed on the Hong Kong Stock Exchange on January 8 [1]. - Zhuhua has initiated strategic collaborations with leading large model enterprises, including a joint investment with Zhuhua and Beijing Yuanke Shijie Technology Co., Ltd. to establish Shenzhen Zhixian Robot Technology Co., Ltd. [1][2]. - The joint venture focuses on developing vertical industry-specific models, AI industry solutions, and intelligent interaction functions, providing an integrated solution that combines algorithm models, hardware terminals, and perception interaction [1]. Group 2: Strategic Collaborations - The collaboration between Zhuhua and leading large model developers like Zhuhua is not coincidental, as Zhuhua's GLM series models are internationally recognized for their capabilities in programming and logical reasoning [2]. - Zhuhua's AIAgent platform has successfully integrated with major models such as Microsoft Azure GPT-5 and Google Cloud Vertex Gemini 2.5, expanding the boundaries of technological cooperation [2]. Group 3: Product Development and Market Penetration - Zhuhua's AI intelligent products have achieved mass delivery and scene reuse, with successful implementations in notable locations such as Nanjing Deji Plaza and the National Museum [3]. - The company has signed a framework agreement for the delivery of 1,500 AI all-in-one machines with Hong Kong Science Group and a five-year supply agreement for 1 million AI smart hardware units with Guangdong Huahui Huangguang Technology Co., Ltd. [3]. - Zhuhua's AI products, which incorporate intelligent features like content generation and scene recognition, significantly enhance traditional LED displays, resulting in higher profit margins compared to conventional display hardware [3]. Group 4: Future Outlook - Industry experts believe that Zhuhua's strategic partnerships with leading enterprises solidify its technological foundation, opening up growth opportunities through a multi-scenario AI intelligent product matrix [4]. - As the "LED+AI" strategy continues to deepen and intelligent applications expand into more vertical fields, the company's performance is expected to achieve a qualitative leap, leading the smart transformation of traditional manufacturing [4].

证券代码：300232 证券简称：洲明科技 公告编号：2026-002 深圳市洲明科技股份有限公司 关于履行担保责任的公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、情况概述 1、买方信贷担保审批情况 深圳市洲明科技股份有限公司（以下简称"公司"）于2025年4月18日召开 第五届董事会第二十三次会议、第五届监事会第十八次会议，于2025年5月12日 召开2024年年度股东大会，审议通过了《关于2025年度公司为客户提供买方信贷 担保的议案》，同意公司及全资子公司中山市洲明科技有限公司（以下简称"中 山洲明"）与合作银行开展买方信贷业务，公司、中山洲明预计向买方提供累计 金额不超过6亿元人民币的买方信贷担保，在上述额度内可滚动使用，担保有效 期为2024年年度股东大会审议通过之日起至2025年年度股东大会召开之日止。具 体内容详见公司披露于中国证监会指定创业板信息披露网站巨潮资讯网 （www.cninfo.com.cn）的《关于2025年度为客户提供买方信贷担保的公告》（公 告编号：2025-021）。 2、公司本次履行担保责任的情况 （1）公司于 ...

证券日报网讯 1月8日，洲明科技在互动平台回答投资者提问时表示，公司始终积极关注前沿技术发展 方向，相关产品的研发进展情况以公司官方渠道发布为准。 （文章来源：证券日报） ...

Group 1 - Unilumin (HK) Co., Limited, a wholly-owned subsidiary of Unilumin Technology, successfully subscribed for 66,900 shares of Beijing Zhipu Huazhang Technology Co., Ltd. during its IPO on the Hong Kong Stock Exchange, amounting to HKD 7,773,780 [2] - Zhipu, established on June 11, 2019, is a leading AI large model enterprise in China, focusing on AI foundational software development, application software development, data processing services, and big data services [2] - The company is recognized for its technological reserves and product development in AI Agent, positioning it as a leader in the domestic market [2] Group 2 - As of December 31, 2024, Zhipu reported total assets of CNY 437,577 million, total liabilities of CNY 833,091 million, and total equity of CNY -395,514 million, with a revenue of CNY 31,241 million and a net loss of CNY -295,801 million for the fiscal year [3] - By June 30, 2025, Zhipu's total assets increased to CNY 510,071 million, total liabilities rose to CNY 1,125,155 million, and total equity decreased to CNY -615,084 million, with a revenue of CNY 19,088 million and a net loss of CNY -235,785 million for the first half of 2025 [3] - Unilumin Technology has formed a joint venture with Beijing Yuan Ke Shi Jie Technology Co., Ltd. and Zhipu, investing CNY 25 million and holding a 50% stake, aiming to integrate core technological advantages for AI intelligent terminals [3]

Group 1 - The core viewpoint of the news is that Zhouming Technology's stock has shown a positive trend with a 2.07% increase on January 8, reaching a price of 7.40 yuan per share, and the company has a total market capitalization of 80.47 billion yuan [1] - As of January 8, 2025, Zhouming Technology's stock price has increased by 4.37% year-to-date, with a 5.26% increase over the last five trading days, a 1.51% increase over the last 20 days, and a 2.35% increase over the last 60 days [1] - The company is primarily engaged in the production and sale of LED display screens, LED decorative lights, and LED lighting products, with its main business revenue composition being 93.70% from smart displays, 5.06% from smart lighting, 0.71% from other sources, and 0.54% from cultural and creative lighting [1] Group 2 - As of September 30, 2025, Zhouming Technology reported a revenue of 56.23 billion yuan, reflecting a year-on-year growth of 3.74%, while the net profit attributable to shareholders decreased by 1.21% to 1.26 billion yuan [2] - The company has distributed a total of 5.38 billion yuan in dividends since its A-share listing, with 3.31 billion yuan distributed over the last three years [3] - As of September 30, 2025, the number of shareholders of Zhouming Technology increased by 13.02% to 41,800, while the average circulating shares per person decreased by 11.52% to 21,212 shares [2]

Group 1 - Sumida plans to acquire 16.92% of Bluecore High-tech shares from its controlling shareholder, with a total transaction value of 403 million yuan, aiming to enhance its capabilities in energy, new storage, and shipbuilding sectors [1] - Sihuan New Materials' major shareholder plans to reduce its stake by up to 1.79%, equating to 144,450 shares [2] - Zhuhai Ming Technology's subsidiary will acquire 66,900 shares of Zhipu in its IPO, amounting to 7.77 million HKD [3] Group 2 - Maiwei plans to reduce its stake by up to 1.94%, totaling 5.4 million shares due to personal financial needs [4] - Shenling Environment will invest 50 million yuan in a private equity fund focused on data centers and related sectors [5] - Yingboer’s controlling shareholder intends to reduce its stake by up to 2%, totaling 611,930 shares [6] Group 3 - GAC Group reported a decline in December 2025 vehicle production and sales, with production down 20.23% and sales down 33.82% year-on-year [7] - Quanyuan Spring expects a net profit increase of 147.89% in 2025, driven by a 33.84% rise in mineral water sales [8] - Sinochem International anticipates a net loss for the entire year of 2025, with a net profit of -1.33 billion yuan as of Q3 2025 [9] Group 4 - Fulin Technology's shareholder plans to reduce its stake by up to 2%, equating to 24,442,100 shares [10] - Shichuang Securities received approval to issue up to 5 billion yuan in perpetual subordinated bonds [11] - Meibang Fashion's controlling shareholder plans to transfer 7.9% of its shares at a price of 1.76 yuan per share [12] Group 5 - Biyi Micro plans to transfer 1% of its shares through an inquiry transfer [13] - Gongda Koya signed a contract for a smart heating renovation project in Dongying District [14] - Jindi Group reported a significant decline in signed area and amount in December 2025, with a 60.81% drop in signed area year-on-year [15] Group 6 - Yijing Optoelectronics expects a net loss for 2025, with losses projected to exceed the previous year's audited net assets [16] - Zhizheng Co. elected Wang Qiang as chairman and appointed him as CEO [17] - Suwen Electric plans to acquire a 30% stake in Sinopec Wanbang for 748 million yuan [18] Group 7 - Anpei Long plans to raise up to 544 million yuan through a private placement [19] - Huizhong Co. renewed its strategic cooperation agreement with Avnet [20] - Fujia Co. plans to raise up to 700 million yuan through convertible bonds for various projects [21] Group 8 - Shaanxi Black Cat reported Q4 2025 coke sales of 1.23 million tons, with a revenue of 1.67 billion yuan [22] - Tianhong Co. plans to reduce its stake by up to 3% [23] - ST Sunshine's controlling shareholder is planning a change in control, leading to a stock suspension [24] Group 9 - Haitong Development proposed a cash dividend of 0.5 yuan per 10 shares for Q3 2025 [25] - Desai Xiwai's major shareholder plans to reduce its stake by up to 1.19% [26] - Guo New Energy expects a net loss for 2025 due to market fluctuations [27] Group 10 - Haitong Development's subsidiary plans to invest up to 900 million yuan in building multi-purpose heavy-lift vessels [28] - Tangrenshen reported a 8% increase in annual sales revenue for 2025, despite a decline in December sales [29] - Saiteng Co. plans to reduce its stake by up to 3% [30] Group 11 - Dazhong Mining plans to implement a lithium mining project with an investment of 3.688 billion yuan [31] - Liancheng Precision announced a share transfer agreement for 6.71% of its shares at a price of 15.12 yuan per share [32] - Tuo Jing Technology's shareholder plans to reduce its stake by up to 1.3% [33] Group 12 - Shuifa Gas expects a net loss for 2025 due to a legal dispute affecting its financials [34] - Tianhe Magnetic Materials plans to reduce its stake by up to 3% [35] - Huadian New Energy proposed a special dividend of 0.3 yuan per 10 shares [36] Group 13 - Wolong New Energy plans to sell a 100% stake in a subsidiary for 197 million yuan [37] - Bohai Automobile plans to acquire stakes in four companies for 2.728 billion yuan and raise up to 1.379 billion yuan in matching funds [38] - Hengshang Energy's shareholders plan to reduce their stakes by a total of 2.84% [39] Group 14 - Nanjing Chemical Fiber's major asset restructuring has been approved by the Shanghai Stock Exchange [40]

今日关注 央行今日(1月8日)将开展11000亿元买断式逆回购操作。 央行连续14个月增持黄金。 工信部等八部门印发《"人工智能+制造"专项行动实施意见》。 重要的消息有哪些 1.就日前中方宣布加强两用物项对日本出口管制，外交部发言人毛宁1月7日在例行记者会上答问时表示，为了维护国家安全和利益，履行防扩散等国际义 务，中方依法依规采取措施，完全正当合理合法。毛宁指出，高市早苗首相涉台错误言论侵害中国主权和领土完整，公然干涉中国内政，对中方发出武力 威胁。中方敦促日方正视问题根源，反思纠错，撤回高市早苗首相错误言论。 2.商务部公告，决定自2026年1月7日起对原产于日本的进口二氯二氢硅进行反倾销立案调查。本次调查确定的倾销调查期为2024年7月1日至2025年6月30 日，产业损害调查期为2022年1月1日至2025年6月30日。被调查产品名称：二氯二氢硅，又称二氯硅烷、二氯甲硅烷等。主要用途：二氯二氢硅主要用于 芯片制造过程中的薄膜沉积(如外延膜、碳化硅膜、氮化硅膜、氧化硅膜和多晶硅膜等)，用于生产逻辑芯片、存储芯片、模拟芯片和其他类芯片，也可用 于合成硅基系列前驱体和聚硅氮烷等。 3.2026年1月8日， ...

Key Points - The People's Bank of China will conduct a buyout reverse repurchase operation of 1.1 trillion yuan on January 8, 2026, with a term of 90 days [6] - China has increased its gold reserves for 14 consecutive months, with a total of 74.15 million ounces as of December 2025, reflecting an increase of 30,000 ounces [7] - The Ministry of Industry and Information Technology and seven other departments have issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'," aiming for significant advancements in AI technology and applications in manufacturing by 2027 [7][8] - The Ministry of Commerce announced an anti-dumping investigation on dichlorodihydrosilane from Japan, effective January 7, 2026, with the investigation period set from July 1, 2024, to June 30, 2025 [6] - The Shanghai Futures Exchange will adjust the margin ratio and price fluctuation limits for silver futures contracts starting January 9, 2026 [8] Company News - Fenglong Co., Ltd. has experienced an eight consecutive trading limit increase and may apply for a trading suspension if the stock price continues to rise abnormally [11] - Goldwind Technology has reported no significant changes in its operating conditions after two consecutive trading limits [12] - Zhongke Lanyun expects a net profit increase of 366.51% to 376.51% for 2025, driven by significant growth in the fair value of investments [12] - Chuanjinno anticipates a net profit increase of 144.24% to 172.64% for 2025 [13] - Kouzi Jiao expects a net profit decrease of 50% to 60% for 2025 [16] - Kechuan Technology's subsidiary has completed the first chip trial for silicon photonics but has not yet generated revenue [17]