Market Overview - A-shares showed mixed performance on the 8th, with the Shanghai Composite Index experiencing narrow fluctuations, while the ChiNext Index declined, and the STAR Market Index surged [1] - The Shanghai Composite Index closed down 0.07% at 4082.98 points, the Shenzhen Component Index fell 0.51%, and the ChiNext Index dropped 0.82%. In contrast, the STAR Market Index rose 0.82% [1] - Total trading volume in the Shanghai, Shenzhen, and Hong Kong markets was approximately 2.83 trillion yuan, a decrease of about 550 billion yuan from the previous day [1] Commercial Aerospace Sector - The commercial aerospace concept saw a significant surge, with over 3700 stocks in the A-share market rising, and more than 110 stocks hitting the daily limit [3] - Notable stocks included Qian Zhao Guang Dian and Pu Ni Test, which quickly reached their daily limit, while Jin Feng Technology achieved three consecutive limit-ups [6] - The sector's growth was attributed to the launch of a large liquid carrier rocket assembly and recovery reuse base project in Hangzhou, marking a significant milestone in China's commercial aerospace development [8] Controlled Nuclear Fusion Sector - The controlled nuclear fusion concept was notably active, with stocks like Ha Han Hua Tong and Tian Li Composite seeing significant gains, with some stocks hitting the daily limit [10] - Recent breakthroughs in controlled nuclear fusion technology were reported, including the confirmation of the existence of a density-free zone in the Tokamak, which is crucial for high-density operation [12] - The upcoming 2026 Nuclear Fusion Energy Technology and Industry Conference aims to promote collaboration and innovation within the nuclear fusion industry [12] Industrial Software Sector - The industrial software concept experienced a strong rally, with stocks like Han De Information and Bao Xin Software reaching their daily limit [14] - The Ministry of Industry and Information Technology, along with other departments, issued a directive to enhance the development of industrial software, indicating a supportive policy environment for the sector [16][17] - The government's focus on upgrading industrial software and related technologies is expected to drive rapid growth in the domestic industrial software industry [17]

1月8日，沪指窄幅震荡，创业板指盘中跌超1%。从板块来看，商业航天概念集体爆发，和顺电气、邵 阳液压、乾照光电、海兰信、航天宏图、谱尼测试、泰胜风能等7只个股20CM涨停。臻镭科技、信维 通信、新劲刚等个股涨超10%。 消息面上，1月7日上午，箭元科技中大型液体运载火箭总装总测及回收复用基地项目开工仪式在杭州市 钱塘区举行，箭元科技、玻色量子、地卫二、二维超材，四家企业共同签署战略合作协议。这是国内首 个海上回收复用火箭产能基地，也是首个不锈钢火箭超级工厂。 中信建投证券最新研报认为，当前商业航天产业在国家政策支持和产业技术突破共同助力下，有望进入 新纪元。商业航天产业涉及信息化的主要环节包括（1）遥感及其应用；（2）卫星测运控系统；（3） CAE仿真/卫星测试；（4）星际传输处理模块、通信模组、数据处理平台等；新场景扩展层面关注太空 算力。此外，中信建投证券认为当前商业航天发展是国企与民营企业共振周期。 （文章来源：21世纪经济报道） ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300938 | 信测标准 | 31.19 | -3.62% | 16.18万 | 5.06亿 | | 301449 | 天溯计里 | 85.02 | -2.26% | 3.99万 | 3.40亿 | | 300860 | 锋尚文化 | 29.11 | -1.59% | 6.28万 | 1.81亿 | | 301169 | 零点有数 | 54.97 | -1.33% | 1 2.36万 | 1.31亿 | | 920160 | 北矿检测 | 26.20 | -1.06% | 3.68万 | 9658.24万 | | 688757 | 胜利纳米 | 28.47 | -0.49% | 2.53万 | 7191.86万 | | 002243 | 力合科创 | 10.69 | -0.47% | 34.18万 | 3.64亿 | | 300012 | 华测检测 | 14.33 | -0.21% | 21.23万 | 3.04亿 | | 600861 | 北京 ...

Group 1 - The core viewpoint of the news is the significant rise in A-share commercial aerospace stocks, particularly Puni Testing, which saw its stock price increase by approximately 7% in the morning and over 17% in the afternoon, reaching a nearly two-year high [1] - Puni Testing announced on its investor interaction platform that it has received qualification recognition for certain environmental and reliability testing standards for spacecraft and supporting equipment, laying a solid foundation for its services in commercial aerospace [1] - The company is actively expanding its customer base, advancing market penetration, and enhancing production capacity [1] Group 2 - Other commercial aerospace stocks that experienced significant gains include Kunheng Shunwei, Quanxin Co., Aerospace Hongtu, Kaisheng Technology, Electronic Science and Technology Digital, and Goldwind Technology [3] - A new offshore reusable rocket production base, with a total investment of 5.2 billion yuan, has commenced construction in Qiantang District, Hangzhou, which is expected to have an annual production capacity of 25 rockets and facilitate rapid testing, maintenance, and reuse after recovery [3] - The base will primarily manufacture the "Yuanxingzhe No. 1" rocket, designed for 20 reuses, which has already completed a full process verification from launch to recovery [3] - According to CITIC Securities, China's large-capacity reusable rockets have entered a concentrated "breakthrough period," supported by a comprehensive policy framework, with catalysts such as IPO completion, frequent rocket launches, and accelerated satellite constellation deployment expected by 2026 [3]

Group 1 - The core viewpoint of the news is that Puni Testing has experienced a significant stock price increase of 5.43% on January 7, reaching 14.57 yuan per share, with a total market capitalization of 79.51 billion yuan and a cumulative increase of 50.38% over six consecutive days [1] - Puni Testing Group Co., Ltd. is based in Haidian District, Beijing, and was established on June 10, 2002. The company was listed on September 16, 2020, and its main business includes inspection, testing, measurement, certification, and related technical services [1] - The revenue composition of Puni Testing is as follows: Life Sciences and Health Environmental Protection 68.89%, Automotive and Other Consumer Goods 19.99%, Safety Assurance 10.94%, and Other Businesses 0.18% [1] Group 2 - From the perspective of the top ten circulating shareholders, GF Fund has a fund that ranks among the top shareholders of Puni Testing. The fund, GF Quantitative Multi-Factor Mixed A (005225), newly entered the top ten shareholders in the third quarter, holding 2.6622 million shares, which accounts for 0.74% of the circulating shares [2] - During the six-day increase, the floating profit for GF Quantitative Multi-Factor Mixed A is approximately 1.236 million yuan, with a floating profit of about 199.66 thousand yuan on the day of the report [2] - GF Quantitative Multi-Factor Mixed A was established on March 21, 2018, with a latest scale of 3.618 billion yuan. Year-to-date returns are 3%, with a ranking of 4217 out of 8823 in its category; the one-year return is 65.06%, ranking 1034 out of 8083; and since inception, the return is 141.41% [2] Group 3 - The fund managers of GF Quantitative Multi-Factor Mixed A are Yi Wei and Li Yuxin. Yi Wei has a tenure of 2 years and 187 days, with a total fund asset scale of 3.818 billion yuan, achieving a best fund return of 71.19% and a worst return of -1.66% during his tenure [3] - Li Yuxin has a tenure of 2 years and 78 days, with a total fund asset scale of 3.793 billion yuan, achieving a best fund return of 102.03% and a worst return of 2.93% during his tenure [3]

Market Overview - The US stock market closed higher, with the Dow Jones and S&P 500 indices reaching all-time closing highs. The S&P 500 rose by 0.62%, the Nasdaq increased by 0.65%, and the Dow Jones gained 0.99% [3] - The core drivers of the market were semiconductor and AI-related stocks, particularly following announcements from Nvidia's CEO regarding new AI processors and storage technology [3] - Semiconductor stocks performed exceptionally well, with SanDisk surging over 27%, Western Digital up 17%, Seagate Technology rising 14%, and Micron Technology increasing by 10% [3] - The Philadelphia Semiconductor Index rose by 2.75%, marking a historical record with a cumulative gain of approximately 8% in the first three trading days of the year [3] Technology Sector - Large tech stocks showed mixed performance, with Amazon leading at a 3.38% increase, followed by Microsoft at 1.20%. However, Tesla fell sharply by 4.14%, and Nvidia declined by 0.47% [3] - Chinese concept stocks faced pressure, with the Nasdaq Golden Dragon China Index dropping by 0.78%. Notable movements included a 70.83% surge in Zhongchi Chefu and a 3.18% increase in ASE Technology [4] Commodity Market - Gold prices continued to rise, with spot gold increasing by 0.8% to $4485.39 per ounce [5] - International oil prices retreated, with light crude oil futures for February delivery falling by 2.04% to $57.13 per barrel [5] Regulatory Developments - The Chinese Ministry of Commerce announced stricter export controls on dual-use items to Japan, effective immediately, to safeguard national security [6] - The People's Bank of China outlined its monetary policy for 2026, emphasizing a moderately loose approach and support for economic development and financial stability [6] Financial Sector Insights - Financial institutions anticipate an improvement in market liquidity due to increased credit issuance and fiscal fund allocation at the beginning of the year [9] - Analysts suggest that the Shanghai Composite Index may experience slight upward fluctuations, urging investors to monitor macroeconomic data and policy changes closely [9]

Company Announcements - Jia Mei Packaging's stock price increased by 230% from December 17, 2025, to January 6, 2026, leading to a suspension for investigation starting January 7, 2026 [2] - Guosheng Technology's stock rose by 370.2% during the same period, prompting a suspension for investigation effective January 7, 2026 [3] - Fenglong Co., Ltd. indicated that it may apply for a suspension if its stock price continues to rise abnormally [4] - Xinfang Pharmaceutical is facing public prosecution for alleged unit bribery [7] - Shengke Communication's second-largest shareholder plans to reduce its stake by no more than 3% [8] - Chip Origin Technology completed the acquisition of Zhudian Semiconductor [9] - Robotech's subsidiary signed a significant contract for automatic optical switch packaging with a Swiss client [10] - Aerospace Changfeng clarified that it does not engage in brain-computer interface or commercial aerospace businesses [12] - Chengjian Development holds 18.91 million shares of Century Space, making it the fourth-largest shareholder [13] - Sanbo Brain Science is not involved in the research, production, or sales of brain-computer interface products [14] - Weisi Medical's new products in the brain-computer interface field are still in the early market cultivation stage [16] - Mairande's products in the brain-computer interface area are also in the research and market cultivation phase [17] - Guankang Technology plans to acquire 100% of Liaojing Electronics, with stock resuming trading [19] - Yahui Long signed a strategic cooperation framework agreement with Brain Machine Star Chain to expand its presence in the brain-computer interface field [20] - China Satellite Communications warned that its stock price is at a historical high and may experience a significant drop [21] - Beidou Star Communication stated that commercial aerospace is just one application scenario for its products and services [22] Financial Performance - Lier Chemical expects a net profit increase of 113.62% to 132.19% for 2025 [39] - Zhongtai Co., Ltd. anticipates a net profit of 420 million to 480 million yuan for 2025, recovering from a previous loss [38] Financing and Capital Increase - Desai Xiwai is planning to issue H-shares and list on the Hong Kong Stock Exchange [40] - Xingye Yinx is also preparing to issue H-shares for listing on the Hong Kong Stock Exchange [41] Other Significant Events - Baotailong's controlling shareholder was ordered to rectify its failure to fulfill a shareholding increase commitment [42] - *ST Changyao's stock may face termination of listing due to negative net assets and other financial issues [43]

Group 1 - On January 6, a total of 22 stocks appeared on the Longhu list with the presence of Shenzhen Stock Connect special seats among the top five trading departments [1] - The net purchases included stocks such as Shanzi Gaoke, Zhongchao Holdings, and Qiangli New Materials, with net buying amounts of 150.91 million, 104.95 million, and 94.51 million respectively [1][2] - The net sales included stocks like Zhongtian Rocket, Haige Communication, and Tongyu Communication, with net selling amounts of 71.78 million, 54.57 million, and 53.40 million respectively [1][2] Group 2 - The stocks with the highest net purchases included: - Shanzi Gaoke (150.91 million) with a daily increase of 10.12% and a turnover rate of 12.69% [2] - Zhongchao Holdings (104.95 million) with a daily increase of 9.99% and a turnover rate of 34.29% [2] - Qiangli New Materials (94.51 million) with a daily increase of 15.84% and a turnover rate of 36.12% [2] - The stocks with the highest net sales included: - Zhongtian Rocket (-71.78 million) with a daily increase of 8.05% and a turnover rate of 15.76% [2] - Haige Communication (-54.57 million) with a daily increase of 9.98% and a turnover rate of 16.67% [2] - Tongyu Communication (-53.40 million) with a daily increase of 3.38% and a turnover rate of 40.79% [2]

证券日报网讯 1月6日，谱尼测试发布公告称，谱尼测试集团股份有限公司（以下简称"公司"）股票 （证券简称：谱尼测试，证券代码：300887）于 2025 年 12 月 31 日、2026 年 1 月 5 日、2026 年 1月 6 日连续 3 个交易日收盘价格涨幅累计偏离超过 30%，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。公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息。 （文章来源：证券日报） ...

【20CM2连板谱尼测试：公司预计2025年全年亏损】智通财经1月6日电，谱尼测试(300887.SZ)公告 称，公司股票连续三个交易日收盘价格涨幅累计偏离超过30%，属于股票交易异常波动情况。公司预计 2025年全年亏损，具体数据财务部门正在测算中，敬请广大投资者理性投资，注意投资风险。 转自：智通财经 ...