Market Overview - The Shanghai Composite Index (沪指) continued to rise, reaching 4057 points, surpassing the previous high from November 14, 2025, and marking the highest level since July 2015 [1] - The index achieved a record of 12 consecutive daily gains, the longest since 1993, with the previous record being 11 consecutive gains [6] Brain-Computer Interface Sector - Companies in the brain-computer interface sector, such as Xiangyu Medical (翔宇医疗) and Aipeng Medical (爱朋医疗), experienced significant stock price increases, with both reaching the daily limit of a 20% rise [1] - Other medical companies like Meihua Medical (美好医疗) and Chuangxin Medical (创新医疗) also saw substantial gains, with increases of approximately 20% and 10% respectively [2] Solid-State Battery Sector - The solid-state battery concept saw a surge in early trading, with companies like Puli Te (普利特) and Jinlongyu (金龙羽) hitting their daily price limits, while others like Aotwei (奥特维) and Daoshi Technology (道氏技术) rose over 10% [2] - Donut Lab, a Finnish electric mobility technology company, announced the launch of the world's first commercially viable solid-state battery at the CES 2026, emphasizing its readiness for production [5] - According to Zhongjin Company, solid-state batteries are expected to achieve technical stabilization and small-scale production by 2027, with commercial production anticipated by 2030, and demand projected to exceed 150 GWh [5] Investment Outlook - Analysts from Dongzheng Futures and Debang Securities suggest that the current market sentiment is positive, with technology stocks expected to remain a key focus in the near term [6] - The market is anticipated to continue its upward trend, supported by the performance of heavyweight sectors such as insurance, which could enhance the sustainability of the rally [6]

Market Overview - On the first trading day of 2026, the A-share market experienced a "red opening," with the Shanghai Composite Index surpassing 4000 points and over 4100 stocks rising, including 127 stocks hitting the daily limit [1][2] - Notable market participants included well-known speculators appearing on the leaderboard of several popular thematic stocks [1] Investment Themes - The most active sectors on January 5 included commercial aerospace, lithium batteries, and AI applications, with significant trading volumes concentrated in these areas [2][9] - The commercial aerospace sector index saw a substantial increase of 29.87% from November 24, 2025, to January 5, 2026 [2] Notable Stocks - **Aerospace Machinery (航天机电)**: - The stock saw significant buying from major speculators, with the top buying seat from Guotai Junan Securities in Yichang contributing 261 million yuan [2][3] - The total trading volume for the stock reached approximately 551.83 million yuan on January 5 [3] - **China Satellite Communications (中国卫通)**: - This stock attracted major speculative interest, with a buying amount of 341 million yuan from a prominent speculator's seat [4] - The stock also achieved a daily limit increase on the same day [4] - **Tianji Shares (天际股份)**: - The stock's leaderboard was notably active, with four of the top five buying seats being from well-known speculators [5][6] - The company specializes in lithium hexafluorophosphate, a key material for lithium batteries [5] - **Salt Lake Potash (盐湖股份)**: - The stock received significant buying interest, with major speculators purchasing over 118 million yuan [6][7] - The company is expected to report a net profit of 8.29 to 8.89 billion yuan for 2025, reflecting a year-on-year growth of 77.78% to 90.65% [7] - **BlueFocus Communication Group (蓝色光标)**: - The stock experienced a strong 20% limit increase, with total trading volume reaching 1.75 billion yuan [8] - However, the major speculators on its leaderboard primarily sold the stock [8] Speculative Activity - The trading activity on January 5 indicated a high level of engagement from speculators, particularly in the aforementioned sectors, suggesting a continuation of interest in these themes into the new year [9][10] - The brain-computer interface sector also saw some speculative activity, although it was primarily focused on stocks that also had lithium battery connections [9][10]

消息面上，芬兰电动出行技术公司Donut Lab，在1月5日宣布，将在美国当地时间6日举行的2026 CES电 子消费展上，首发其全球首款可商业化、具备量产条件的全固态电池，并强调"现已可投入生产"。 中金公司预计，全固态电池有望于2027年实现技术定型和小规模量产，2030年实现商业化量产，需求量 有望超150GWh。广发证券表示，固态电池目前已经进入中试线阶段，产业化突破前夕设备厂商率先受 益，部分厂商已经实现相关设备出货以及配合下游客户进行工艺路线验证。投资方向上建议关注具备整 线交付能力的设备厂商和受益于工艺边际变化的设备厂商。 脑机接口概念延续强势，三博脑科两连板。 | 一博脑科 | 84.94 | 20.01% | 14.16 | | --- | --- | --- | --- | | 301293 融 | | | | | 翔宇医疗 | 87.12 | 20.00% | 14.52 | | 688626 科创 融 | | | | | 爱朋医疗 | 39.96 | 20.00% | 6.66 | | 300753 | | | | | 美好医疗 | 34.63 | 19.99% | 5.77 | | ...

Group 1 - Gree Electric Appliances has committed to not raising prices on household air conditioners and has no plans for "aluminum replacing copper" [1] - This decision may put short-term pressure on the company but is expected to strengthen brand premium and user loyalty in the long run, benefiting the high-end market [1] Group 2 - In 2025, the South China Grid's "West-to-East Power Transmission" is projected to reach a record high of 2,616 billion kilowatt-hours, exceeding 311 billion kilowatt-hours compared to 2020 [2] - This increase will support electricity load in Guangdong, reduce manufacturing electricity costs, and accelerate the rise of clean energy, solidifying the energy foundation for regional high-quality development [2] Group 3 - A medium-sized composite wing drone developed by a company in Zhongshan has recently received a type certificate from the Civil Aviation Administration of China, marking it as the first unmanned aerial product globally to meet airworthiness requirements in its category [3] - This achievement is expected to enhance Zhongshan's position in the drone industry chain and promote the localization of core components such as flight control and power systems, aiding the rapid development of the low-altitude economy in the Pearl River Delta [3] Group 4 - In December 2025, the number of building sale contracts in Hong Kong reached 8,999, reflecting a year-on-year increase of 63.3% and a month-on-month increase of 26.4% [4] - The total value of contracts was 65 billion HKD, with a year-on-year increase of 52% and a month-on-month increase of 11.3%, driven by factors such as US interest rate cuts, favorable conditions for Hong Kong stocks, and an influx of high-level talent [4] Group 5 - The Shenzhen Component Index closed at 13,828.63 points, up 2.24% [5] Group 6 - The top gainers in the Shenzhen market included *ST Tianlong at 5.39 CNY with a rise of 20.04%, Zhite New Materials at 13.42 CNY with a rise of 20.04%, and Daoshi Technology at 26.99 CNY with a rise of 20.01% [6] - The top losers included Qidi Design at 11.67 CNY with a drop of 16.74%, Anlian Ruishi at 76.00 CNY with a drop of 13.64%, and Shandong Zhanggu at 9.62 CNY with a drop of 10.01% [6]

Core Viewpoint - On January 5, 2023, the Shenzhen Stock Connect saw significant activity with 20 stocks appearing on the daily trading list, indicating notable investor interest and trading volume in these companies [1][2]. Group 1: Net Buying Activity - The stocks with net buying from Shenzhen Stock Connect included: - BlueFocus (蓝色光标) with a net purchase of 155.80 million yuan and a daily increase of 19.97% [2] - Leo Group (利欧股份) with a net purchase of 134.85 million yuan and a daily increase of 9.93% [2] - Dao's Technology (道氏技术) with a net purchase of 98.76 million yuan and a daily increase of 20.01% [2] - Other notable net buyers included Shunhao Co. (顺灏股份) and Jianglong Shipbuilding (江龙船艇) with net purchases of 78.49 million yuan and 63.01 million yuan, respectively [2]. Group 2: Net Selling Activity - The stocks with net selling from Shenzhen Stock Connect included: - Zhongchao Holdings (中超控股) with a net sale of 178.35 million yuan and a daily decrease of 7.61% [2] - Tongyu Communication (通宇通讯) with a net sale of 160.53 million yuan and a daily increase of 7.28% [2] - Lepu Medical (乐普医疗) with a net sale of 56.23 million yuan and a daily increase of 19.99% [2] - Other notable net sellers included Hai Ge Communication (海格通信) and Yanhai Co. (盐湖股份) with net sales of 13.63 million yuan and 38.23 million yuan, respectively [2].

证券日报网讯 1月5日，道氏技术发布公告称，截至本公告日，公司已将用于暂时补充流动资金的112， 980.00万元闲置募集资金全部提前归还至募集资金专户。 （文章来源：证券日报） ...

证券代码：300409 证券简称：道氏技术 公告编号：2026-001 广东道氏技术股份有限公司 广东道氏技术股份有限公司（以下简称"公司"）于 2025 年 1 月 7 日召开了 第六届董事会 2025 年第 1 次会议及第六届监事会 2025 年第 1 次会议，审议通过 《关于使用部分闲置募集资金暂时补充流动资金的议案》，同意在保证实施募集 资金投资项目的资金需求和募集资金投资项目正常进行的前提下，公司使用闲置 募集资金不超过 120,000.00 万元暂时补充流动资金，使用期限自公司董事会审议 通过之日起 12 个月，到期将归还至募集资金专户，具体详见公司于 2025 年 1 月 7 日在巨潮资讯网（http://www.cninfo.com.cn/）披露的《关于使用部分闲置募 集资金暂时补充流动资金的公告》（公告编号：2025-006）。 截至本公告日，公司已将用于暂时补充流动资金的 112,980.00 万元闲置募集 资金全部提前归还至募集资金专户。本次暂时补充流动资金的闲置募集资金归还 到期日为 2026 年 1 月 6 日，实际使用期限未超过公司董事会审议通过之日起 12 个月。公司在使用闲置募 ...

Market Performance - The ChiNext Index rose by 2.85%, closing at 3294.55 points, with a total trading volume of 702.06 billion yuan, an increase of 152.93 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 1136 stocks closed higher, with 50 stocks rising over 10%, including *ST Tianlong, Zhi Te New Materials, and Dao Shi Technology, which hit the daily limit [1][2] - The average turnover rate for the ChiNext today was 5.01%, with 49 stocks having a turnover rate exceeding 20% [1] High Turnover Stocks - C Xin Guang Yi, a newly listed stock, had the highest turnover rate at 58.57%, closing down by 3.00% with a trading volume of 1.23 billion yuan [1][4] - Other notable high turnover stocks included Na Bai Chuan (44.81% turnover rate, down 8.31%) and Jiang Long Shipbuilding (42.17% turnover rate, up 14.07%) [1][4] Institutional Activity - Eight stocks on the high turnover list saw institutional participation, with Blue Ocean Light receiving a net buy of 186 million yuan from two institutional seats [3] - The top net buying stocks by institutions included Zhi Te New Materials, Xi Ce Testing, and Dao Shi Technology, with net buying amounts of 1.29 billion yuan, 491.87 million yuan, and 464.19 million yuan respectively [3] Capital Flow - Among high turnover stocks, 28 experienced net inflows from main funds, with significant inflows into Tom Cat, Dao Shi Technology, and Han Wei Technology, amounting to 584 million yuan, 432 million yuan, and 363 million yuan respectively [4] - Conversely, Blue Ocean Light, Qian Zhao Guang Dian, and Hao Zhi Ji Dian saw the largest net outflows, totaling 729 million yuan, 471 million yuan, and 339 million yuan respectively [4] Earnings Forecasts - Three high turnover stocks provided earnings forecasts for 2025, all indicating profit growth, with Tian Su Ji Liang expected to have a net profit increase of 10.31% [4]

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交8.18亿元，其中，买入成交额为4.81亿 元，卖出成交额为3.36亿元，合计净买入1.45亿元。 具体来看，今日上榜的营业部中，深股通为第一大买入营业部及第三大卖出营业部，买入金额为1.53亿 元，卖出金额为5389.26万元，合计净买入9876.10万元。 道氏技术今日涨停，全天换手率20.17%，成交额35.65亿元，振幅15.74%。龙虎榜数据显示，深股通净 买入9876.10万元，营业部席位合计净买入4641.87万元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，深股通净买入9876.10万元。 道氏技术1月5日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 深股通专用 | 15265.36 | 5389.26 | | 买二 | 东北证券股份有限公司佛山分公司 | 9684.61 | 0.50 | | 买三 | 中信证券股份有限公司杭州凤起路证券营业部 | 7728.43 | 87.67 | | 买四 | 联储证 ...

证券之星消息，1月5日电池板块较上一交易日上涨2.92%，道氏技术领涨。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。电池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) | | --- | --- | --- | --- | --- | --- | | 688005 | 容自科技 | 34.86 | -1.53% | 40.69万 | 14.03亿 | | 300207 | 欣旺达 | 25.92 | -0.88% | 78.25万 | 20.25亿 | | 002812 | 恩捷股份 | 56.25 | -0.69% | 31.89万 | 17.85 Z | | 600152 | 维科技术 | 7.26 | -0.55% | 1 22.49万 | 1.63亿 | | 600884 | 杉杉股份 | 13.45 | -0.44% | 56.34万 | 7.55 Z | | 300128 | 锦富技术 | 7.29 | -0.14% | 36.00万 | 2.61亿 | | 301587 | 中瑞股份 | ...