Core Viewpoint - The quantum technology sector experienced significant fluctuations, with notable stock price increases for several companies, indicating growing investor interest and market activity in this field [1] Group 1: Company Performance - 德美化工 (Demei Chemical) reached its daily limit increase, reflecting strong market confidence [1] - 科大国创 (Keda Guochuang) saw its stock price rise by over 10%, showcasing robust investor enthusiasm [1] - Other companies such as 国盾量子 (Guodun Quantum), 格尔软件 (Geer Software), 辰光医疗 (Chenguang Medical), 吉大正元 (Jida Zhengyuan), and 富士达 (Fushida) also reported significant gains, contributing to the overall positive sentiment in the quantum technology sector [1]

Market Performance - A-shares experienced a strong upward trend, with the Shanghai Composite Index rising by 1.09%, marking a 17-day winning streak and reaching a new 10-year high [1] - The Shenzhen Component Index and the ChiNext Index increased by 1.75% and 1.82%, respectively [1] - The total trading volume in the A-share market exceeded 3.6 trillion yuan, setting a new historical record [1][2] Trading Activity - The A-share market has seen a total of 7 trading days with transaction volumes exceeding 3 trillion yuan, with the previous record being approximately 3.49 trillion yuan on October 8, 2024 [2] - In 2025, there were 4 trading days with volumes over 3 trillion yuan, while in 2026, only 6 trading days have passed with 2 days exceeding this threshold [2] - Margin trading balance reached a historical high of 26,276 billion yuan, with a daily increase of nearly 7 billion yuan [2] Northbound Capital - Northbound trading via Stock Connect has also seen increased activity, with transaction volumes exceeding 300 billion yuan for several consecutive days [3] - On January 9, 2026, the Northbound trading volume reached 369.6 billion yuan, marking a recent high since September 18, 2025 [3] AI Sector - The AI sector saw significant gains, with the AI marketing index rising over 10% and several related stocks hitting the daily limit of 20% [4] - The surge in AI stocks is linked to the popularity of Generative Engine Optimization (GEO), which enhances visibility in AI search results [4] - The Ministry of Industry and Information Technology emphasized the importance of AI in driving the integration of digital and physical industries [4][6] Commercial Aerospace - The commercial aerospace sector continued its upward momentum, supported by government initiatives for low-orbit satellite internet and advanced manufacturing [7] - Recent government plans in Zhejiang and Shanghai aim to promote investment in low-altitude economy and commercial aerospace [7] - A successful commercial flight of a manned airship was completed, showcasing advancements in low-altitude economic products [7]

Core Insights - The MLOps concept has seen a significant increase of 9.88%, ranking second among concept sectors, with 17 stocks rising, including notable gains of 20% for stocks like Tuorisi, Keda Guochuang, and Xindian Software [1][2] Market Performance - The MLOps concept sector attracted a net inflow of 2.174 billion yuan, with 12 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflows. The leading stock in net inflow is Tuorisi, with 781 million yuan, followed by Keda Guochuang and Runhe Software with 519 million yuan and 492 million yuan respectively [2][3] Stock Performance - The top-performing stocks within the MLOps concept include: - Tuorisi: 20.02% increase, 20.27% turnover rate, 781.24 million yuan net inflow, 17.54% net inflow ratio - Keda Guochuang: 20.01% increase, 30.76% turnover rate, 519.35 million yuan net inflow, 13.72% net inflow ratio - Runhe Software: 11.81% increase, 14.23% turnover rate, 491.63 million yuan net inflow, 7.89% net inflow ratio - Zhongke Chuangda: 13.47% increase, 14.88% turnover rate, 219.96 million yuan net inflow, 4.99% net inflow ratio - Xinyu Network: 9.99% increase, 7.41% turnover rate, 106.46 million yuan net inflow, 26.51% net inflow ratio [4][5]

Market Performance - The software development sector rose by 8.24% on January 12, with Zhongcheng Technology leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] Key Stocks in Software Development Sector - Zhongcheng Technology (code: 920207) closed at 41.60, with a significant increase of 30.00% and a trading volume of 110,500 shares, amounting to a transaction value of 436 million yuan [1] - Tuoer Si (code: 300229) saw a rise of 20.02%, closing at 26.44 with a trading volume of 1,769,900 shares [1] - Puyuan Information (code: 688118) also increased by 20.01%, closing at 34.42 with a trading volume of 156,400 shares [1] - Other notable stocks include Keda Guochuang (code: 300520) and Meiri Hudong (code: 300766), both rising by 20.01% and 20.01% respectively [1] Capital Flow Analysis - The software development sector experienced a net inflow of 9.106 billion yuan from institutional investors, while retail investors saw a net outflow of 3.406 billion yuan [2] - The main funds showed a significant presence in stocks like Tuoer Si and Yonyou Network, with net inflows of 776 million yuan and 667 million yuan respectively [3] - Conversely, retail investors withdrew from several stocks, including Tuoer Si and Keda Xunfei, indicating a shift in investment sentiment [3]

Group 1 - The market experienced a significant rally on January 12, with all three major indices rising over 1%, and the total trading volume in the Shanghai and Shenzhen markets reaching 3.6 trillion yuan [1] - The Software ETF fund (561010) hit the daily limit, increasing by 9.97%, with a turnover rate of 30.33% and a transaction volume of 49.55 million yuan, indicating active market trading [1] - Key stocks in the software sector, including Torus, New Point Software, and Keda Guokuan, among others, also reached the daily limit [1] Group 2 - According to Dongfang Securities, the upcoming release of the DeepSeek V4 model in mid-February is expected to surpass mainstream models in programming tasks and has made significant improvements in handling long code prompts [2] - Major internet companies are accelerating their AI application strategies, with Alibaba launching the "Qianwen" app for personal AI assistance and Ant Group releasing a multimodal assistant named "Lingguang" [2] - The Software ETF fund closely tracks the CSI All-Share Software Development Index, providing investors with analytical tools to assess the performance of various industry companies [2]

Market Performance - The A-share market showed strong fluctuations throughout the day, with the Shanghai Composite Index rising by 1.09%, the Shenzhen Component Index by 1.75%, the ChiNext Index by 1.82%, and the Sci-Tech Innovation Board Index by 2.88% [1][2]. Sector Highlights - AI application themes experienced a significant surge, with stocks such as BlueFocus, Hand Information, Puyuan Information, and Keda Guochuang hitting the daily limit [3]. - The commercial aerospace sector continued its strong performance, with China Satellite and China Satcom both reaching new highs [5]. Stock Performance - Notable stocks with significant gains included: - Zhongcheng Technology (+30.00% to 41.60) - Xingtai Measurement Control (+29.99% to 130.16) - Liujin Technology (+29.92% to 9.51) - Parallel Technology (+21.07% to 187.00) - Keda Guochuang (+20.01% to 48.52) [4][5]. Market Activity - Over 4,100 stocks rose, with the A-share trading volume exceeding 3.6 trillion yuan, setting a new historical high [5]. Capital Flow - Main capital inflows were observed in sectors such as computer, media, gaming, and securities, while outflows were noted in non-ferrous metals, electronics, and real estate [7]. - Specific stocks with net inflows included Dongfang Caifu, Lingyi Zhizao, and China Satellite, with net inflows of 1.655 billion yuan, 1.642 billion yuan, and 1.435 billion yuan respectively [7]. Institutional Insights - Citic Securities indicated that the A-share market is experiencing a rise in both volume and price, suggesting patience for future gains [7]. - Cailun Securities noted that the year-end market trend is likely to continue, although short-term technical correction risks are increasing [7].

Market Overview - The A-share market showed a strong upward trend, with the Shanghai Composite Index rising by 1.09%, the Shenzhen Component Index by 1.75%, the ChiNext Index by 1.82%, and the Sci-Tech Innovation Index by 2.88% [3][4]. Sector Performance - AI application stocks experienced a significant surge, with multiple stocks hitting the daily limit up, including BlueFocus Communication Group, Hand Information, Puyuan Information, and Keda Technology [5]. - The commercial aerospace sector continued its strong performance, with China Satellite and China Satcom both hitting the daily limit and reaching new highs [6]. Stock Highlights - Notable stocks with substantial gains included: - Zhongcheng Technology (+30.00% to 41.60) - Xingtai Measurement Control (+29.99% to 130.16) - Liujin Technology (+29.92% to 9.51) - Parallel Technology (+21.07% to 187.00) - Keda Technology (+20.01% to 48.52) [6][7]. Capital Flow - Main capital inflows were observed in sectors such as computer, media, gaming, and securities, while outflows were noted in non-ferrous metals, electronics, and real estate [9]. - Specific stocks with significant net inflows included Dongfang Wealth (16.55 billion), Lingyi Intelligent Manufacturing (16.42 billion), and China Satellite (14.35 billion) [9]. Institutional Insights - Citic Securities indicated that the cross-year market trend is likely to continue, although short-term technical correction risks are rising [11]. - Flash Gold Asset Management noted that while short-term fluctuations are increasing, the positive trend in technology remains unchanged [12].

国元证券股份有限公司 关于科大国创软件股份有限公司 2025年度持续督导培训情况的报告 （一）保荐机构：国元证券股份有限公司 （六）培训对象：公司部分董事、高级管理人员、中层以上管理人员及实际 控制人等相关人员 （七）培训内容：上市公司规范运作，包括募集资金使用、同业竞争承诺、 关联交易、信息披露、窗口期交易、短线交易以及内幕信息及内幕交易等相关内 容。 培训后，保荐机构向科大国创提供了讲义课件及相关资料，以供因故未参加 培训的人员自学。 深圳证券交易所： 国元证券股份有限公司（以下简称"国元证券""保荐机构"）作为科大国创软 件股份有限公司（以下简称"科大国创""公司"）2023 年度向特定对象发行股票的 保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券交易所创业板股 票上市规则》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》 等规定，于 2025 年 12 月 30 日对科大国创部分董事、高级管理人员、中层以上 管理人员及实际控制人等相关人员等进行了 2025 年度持续督导培训。现将培训 情况报告如下： 一、本次持续督导培训的基本情况 1 （二）保荐代表人：丁江波、谢天宇 （三）培 ...

Group 1 - Quantum technology concept saw significant intraday movement, with Shenzhou Information hitting the daily limit up [1] - Other companies such as Keda Guokai, Fujida, Geer Software, Zhejiang Dongfang, and Guodun Quantum also experienced rapid gains [1]

Group 1 - The core viewpoint of the news highlights the significant trading activity and financial performance of Keda Guokong, with a notable increase in stock price and trading volume on January 6, 2025 [1] - On January 6, Keda Guokong's stock rose by 5.09%, with a trading volume of 1.971 billion yuan, and a net financing purchase of 16.1384 million yuan [1] - As of January 6, the total margin balance for Keda Guokong was 725 million yuan, accounting for 6.39% of its circulating market value, indicating a high level of financing activity [1] Group 2 - As of December 19, the number of shareholders for Keda Guokong increased to 67,000, representing a 9.84% rise, while the average circulating shares per person decreased by 8.96% to 4,149 shares [2] - For the period from January to September 2025, Keda Guokong reported a revenue of 787 million yuan, a year-on-year decrease of 24.16%, and a net profit attributable to shareholders of -120 million yuan, reflecting a significant decline of 152.01% [2] - Keda Guokong has distributed a total of 102 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [2]