Commercial Aerospace - China submitted an unprecedented satellite frequency application to the International Telecommunication Union (ITU) for 203,000 new satellites covering 14 satellite constellations [1] - The U.S. Federal Communications Commission (FCC) approved SpaceX's application to deploy an additional 7,500 second-generation Starlink satellites [1] - Beijing Arrow Yuan Technology's large and medium-sized liquid launch vehicle production test and assembly base officially opened in Zhejiang [1] - Guangzhou issued a plan to accelerate the construction of a strong advanced manufacturing city from 2024 to 2035 [1] - Companies to watch include Superjet Co., Maiwei Co., Raycus Fiber Laser Technologies, Su Shi Testing, Anhui Heli, Haozhi Electromechanical, and Lanshi Heavy Industry [1] Nuclear Fusion - The 2026 Nuclear Fusion Energy Technology and Industry Conference will be held in Hefei on January 16-17, featuring reports on BEST device engineering progress and future industry outlook [1] - The bidding for the "Spark One" hybrid reactor project is about to start, with the fusion industry expected to maintain high capital expenditure through 2026 [1] - Key companies to focus on include Huitian Intelligent, Lianchuang Optoelectronics, Antai Technology, Western Superconducting, Yongding Co., Wangzi New Materials, Xuguang Electronics, and Sichuang Electronics [1] Robotics - Over 20 domestic humanoid robot manufacturers showcased their products at the 2026 CES, demonstrating capabilities such as combat, human-robot interaction, and dancing [2] - The Ministry of Industry and Information Technology and eight other departments issued implementation opinions for the "Artificial Intelligence + Manufacturing" initiative, including the establishment of humanoid robot pilot bases and training grounds [2] - Companies to watch include Zhejiang Rongtai, Hengli Hydraulic, Top Group, Sanhua Intelligent Controls, Siling Co., Weichuang Electric, Wuzhou New Spring, and Xinquan Co. [2] - Domestic manufacturers to focus on include Dongfang Precision and Zhongjian Technology [2] Computing Power - NVIDIA unveiled its next-generation AI computing platform, Rubin, at CES, featuring significant changes in liquid cooling design [3] - The cooling medium temperature has shifted from traditional cold water to approximately 45°C warm water, with an upgraded cooling plate structure [3] - Domestic computing power is progressing rapidly, with companies like Yingweike and Shenling Environment to watch [3] - xAI confirmed the purchase of five additional 380 MW gas turbines from Doosan Energy amid structural shortages in overseas power resources [3] - Companies to focus on include Yingliu Co., Jereh Group, and Wanze Co. [3] - PCB equipment companies to watch include Dingtai High-Tech, Dazhu CNC, Chipbond Technology, and Kaige Precision [3] Lithium Battery Equipment - The expansion of liquid battery production continues, with approximately 64 new lithium battery projects planned in China for 2025, totaling over 1,100 GWh of capacity, a year-on-year increase of 105% [3] - The first national standard for solid-state batteries has been established, requiring specific weight loss tests for recognition as solid-state batteries, marking a key step towards industrialization [3] - Companies to focus on include Xianlead Intelligent, Nakanor, Rongqi Technology, and Huazi Technology [3] Weekly Focus - Key companies to monitor include Maiwei Co., Raycus Laser, Lanshi Heavy Industry, Huitian Intelligent, Yongding Co., Zhejiang Rongtai, Hengli Hydraulic, Xinquan Co., and Chipbond Technology [4]

Core Viewpoint - The Munich Shanghai Optical Expo, a significant event in the Asian laser, optics, and optoelectronics industry, will take place from March 18-20, 2026, at the Shanghai New International Expo Center, showcasing cutting-edge technologies and renowned companies in various core fields [2]. Group 1: Event Details - The expo will cover key areas such as optical manufacturing, laser technology, infrared applications, detection and quality control, integrated optoelectronics and optical communication, and biomedical photonics [2]. - The exhibitor list has been officially released, and attendees are encouraged to save it for reference [2]. Group 2: Exhibitor Information - The exhibitor list includes notable companies such as Canon Optical Industrial Equipment, Han's Laser Technology Industry Group, and various other firms specializing in laser technology and optoelectronics [11][15][21]. - The event will feature a diverse range of exhibitors from different regions, including companies from Shanghai, Beijing, and other provinces, highlighting the industry's broad participation [11][15][21].

证券日报网讯1月9日，锐科激光（300747）在互动平台回答投资者提问时表示，公司旗帜系列ABP(环 形光斑)激光器具备优异的光束质量，通过双模拟量独立控制技术，实现了中芯与环芯功率的灵活调 节，具备优异的抗高反能力与工艺适应性。该产品成功打破国外技术垄断，可实现高速、无飞溅焊接， 显著提升良率并降低焊后处理成本。具体业务进展敬请关注公司在指定信息披露媒体发布的定期报告及 相关公告。 ...

Core Viewpoint - Ruike Laser (300747) has confirmed the delivery of 120 3D printing laser orders for the aerospace sector, which will be disclosed by the end of 2024 [1] Group 1 - The company is currently fulfilling the orders as per the contractual agreement [1] - Investors are encouraged to monitor the company's periodic reports and announcements in designated information disclosure media for further details [1]

Group 1 - The company, Ruike Laser, is continuously monitoring industry dynamics, industrial policies, and capital market policies [2] - The company stated that it will strictly adhere to information disclosure obligations if there are any relevant plans [2]

锐科激光（300747.SZ）1月9日在投资者互动平台表示，公司于2024年底披露的120台航空航天领域3D 打印激光器订单，目前已按合同约定进行交付。具体业务敬请关注公司在指定信息披露媒体发布的定期 报告及临时公告。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：尊敬的董秘，公司2024年底曾披露过针对航空航天领 域的120台3D打印激光器大单。请问截至2026年一季度，该订单的交付进度如何？随着2026年航天发射 任务的翻倍，公司针对该细分领域的生产线扩产计划或后续意向订单情况是否能向投资者做简要披露？ ...

证券之星消息，1月9日自动化设备板块较上一交易日上涨1.87%，天准科技领涨。当日上证指数报收于 4120.43，上涨0.92%。深证成指报收于14120.15，上涨1.15%。自动化设备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) | | | --- | --- | --- | --- | --- | --- | --- | | 688003 | 天准科技 | 68.80 | 13.36% | 12.94万 | | 8.50亿 | | 603015 | 弘讯科技 | 17.11 | 10.03% | 56.09万 | | 9.53亿 | | 600215 | 派斯林 | 8.46 | 10.01% | 73.46万 | | 6.12亿 | | 605288 | 凯迪股份 | 107.94 | 10.00% | 2.28万 | | 2.35亿 | | 300486 | 东杰智能 | 20.98 | 8.09% | 28.32万 | | 5.90 亿 | | 300757 | 罗博特科 | 289.81 | 7.61% | 11.64万 | | 33.25 ...

证券之星消息，1月8日自动化设备板块较上一交易日上涨0.48%，合康新能领涨。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。自动化设备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300747 | 锐科激光 | 2.01亿 | 13.17% | 911.19万 | 0.60% | -2.10 Z | -13.77% | | 300757 | 罗博特科 | 1.33 乙 | 4.41% | -5410.78万 | -1.80% | -7879.37万 | -2.62% | | 688777 | 中控技术 | 1.07亿 | 5.69% | -6937.11万 | -3.67% | -3797.22万 | -2.01% | | 603416 | 信捷电气 | 8016.84万 | 16.66% | -5476.71万 | -11.38% | ...

Group 1 - The core point of the news is that Ruike Laser's stock price increased by 5.03% to 31.72 CNY per share, with a trading volume of 9.62 billion CNY and a turnover rate of 6.02%, resulting in a total market capitalization of 178.14 billion CNY [1] - Ruike Laser, established on April 6, 2007, and listed on June 25, 2018, is located in Wuhan, Hubei Province, and specializes in the research, production, and sales of fiber laser technology and its key components and materials [1] - The company's main business revenue composition includes continuous fiber lasers (81.88%), pulsed fiber lasers (9.29%), others (4.46%), ultrafast lasers (2.47%), and specialty fibers (1.90%) [1] Group 2 - Among Ruike Laser's top ten circulating shareholders, a fund under Southern Fund holds a position, specifically the Southern CSI 1000 ETF (512100), which reduced its holdings by 33,600 shares in the third quarter, now holding 3.0966 million shares, representing 0.59% of circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY, yielding 4.1% this year, ranking 2067 out of 5493 in its category, and achieving a one-year return of 40.84%, ranking 1761 out of 4197 [2]

Core Viewpoint - Ruike Laser (300747) is committed to the fiber laser industry, focusing on "technology leadership + global layout" for development, and is expanding into various fields such as laser security, high-end manufacturing, laser medical applications, aerospace, laser tools, and frontier science, indicating a stable and positive trend in the overall laser industry [1] Group 1 - Ruike Laser is continuously deepening its engagement in the fiber laser industry [1] - The company is adopting a development strategy centered on technology leadership and global expansion [1] - The overall trend of the laser industry is showing stability and positive growth [1] Group 2 - Ruike Laser is expanding into multiple sectors including laser security and high-end manufacturing [1] - The company is also venturing into laser medical applications and aerospace [1] - The focus on frontier science indicates a commitment to innovation and advanced technology [1]