Group 1 - The A-share market opened positively in 2026, with the ChiNext Index leading the gains and the Shanghai Composite Index surpassing 4000 points, marking a twelve-day winning streak [1] - The commercial aerospace sector is experiencing significant activity, with multiple stocks hitting the daily limit up, including Leike Defense and China Satellite Communications [1] - China's space exploration initiatives are advancing, with plans for manned lunar missions and the Chang'e 7 mission aimed at finding water ice on the Moon [1] Group 2 - The brain-computer interface (BCI) sector is witnessing a surge, with individual stocks like Beiyikang hitting the daily limit up, reflecting a broader market trend [2] - Elon Musk's company Neuralink plans to begin large-scale production of BCI devices in 2026, which could revolutionize human-robot interaction and expand applications beyond medical needs [2] - The global BCI market is projected to grow to approximately $12.4 billion by 2034, with a CAGR of 17% from 2025 to 2034 [2] Group 3 - Goldman Sachs recommends overweighting Chinese stocks in 2026, predicting annual market growth of 15% to 20% for 2026 and 2027, driven by factors such as AI applications and the "going out" trend [2] - The current valuation of the Chinese stock market is significantly discounted compared to global peers, presenting potential investment opportunities [2]

截至1月5日收盘，辅助生殖概念上涨4.45%，位居概念板块涨幅第9，板块内，69股上涨，谱尼测试、 熵基科技、麦澜德等20%涨停，国际医学、众生药业、福元医药等涨停，采纳股份、兰卫医学、迪安诊 断等涨幅居前，分别上涨11.05%、10.27%、8.08%。跌幅居前的有思创医惠、明德生物、ST香雪等，分 别下跌4.74%、1.20%、0.11%。 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002317 | 众生药 业 | 10.01 | 10.86 | 29260.43 | 17.57 | | 301330 | 熵基科 技 | 20.00 | 17.61 | 20993.04 | 27.06 | | 000516 | 国际医 学 | 10.02 | 2.62 | 11125.36 | 41.60 | | 300887 | 谱尼测 试 | 20.00 | 18.18 | 10773.41 | 15.14 | | 600 ...

Market Overview - On the first trading day of 2026, the three major indices in A-shares experienced significant gains, with the Shanghai Composite Index rising by 1.38% and returning to the 4000-point mark, while the Shenzhen Component Index and the ChiNext Index increased by 2.24% and 2.85% respectively. The total market turnover reached approximately 2.57 trillion yuan, an increase of over 500 billion yuan compared to the previous trading day, with more than 4100 stocks rising [2]. Sector Performance - The storage chip sector showed strong performance, with leading stock Zhaoyi Innovation seeing a net inflow of 2.046 billion yuan, the highest in A-shares, and closing at a limit-up price of 235.68 yuan per share, giving it a total market capitalization of 157.4 billion yuan. Zhaoyi Innovation's stock price increased by 101.17% in 2025 [4][6]. - Other stocks in the storage chip sector, such as Hengluo Co., Yunhan Chip City, and Puran Co., also reached their daily limit-up prices, indicating a robust rally in this sector [6]. Price Trends and Forecasts - According to research from Guojin Securities, the prices of storage chips are expected to surge due to strong AI demand, with DDR4 16Gb prices projected to rise by 1800%, DDR5 16Gb by 500%, and 512Gb NAND flash by 300% in 2025. The global demand for storage chips is anticipated to remain high in 2026, leading to continued price increases [9]. - Research from招商证券 indicates that the expansion of storage and advanced process capacities driven by AI demand will accelerate in 2026-2027, benefiting domestic equipment manufacturers with a strong order flow [9]. Brain-Computer Interface Sector - The brain-computer interface sector experienced a significant surge, with stocks like Beiyikang and Botao Bio reaching their daily limit-up prices. This sector was the top performer on the Tonghuashun gainers list [10][11]. - The announcement by Elon Musk regarding Neuralink's plans to start large-scale production of brain-computer interface devices in 2026, along with nearly fully automated surgical procedures, marks a significant milestone for the sector, transitioning it from a "medical trial tool" to a "widely available product" [11]. Market Outlook - According to招商证券, the A-share market is expected to continue its upward trend in January, with an increased probability of hitting new highs. Factors contributing to this outlook include accelerated issuance of local government special bonds and improved government spending and investment data [15]. - The report suggests that the focus in January will be on performance disclosures, with particular attention to sectors such as commercial aerospace, AI applications, AI computing power, and semiconductor equipment, as well as consumer services and non-bank financials [16].

Core Viewpoint - The A-share market opened positively in 2026, with the ChiNext Index leading gains and the Shanghai Composite Index surpassing 4000 points, marking a twelve-day consecutive rise [1] Market Performance - The commercial aerospace sector showed significant activity, with multiple stocks hitting the 20% daily limit up, including LeiKe Defense, China Satellite Communications, and others [1] - Notable stocks that achieved daily limit up include HaiGe Communication, Galaxy Electronics, and others, totaling around 20 stocks [1] Industry Developments - According to CCTV news, China's new aerospace blueprint is unfolding, with plans for manned lunar missions and the Chang'e 7 mission aimed at finding evidence of water ice on the Moon's south pole [1] - Multiple new rocket types are set to make their maiden flights and challenge recovery capabilities, indicating a strong push towards becoming a leading space power [1] Investment Opportunities - Open Source Securities Research Institute highlights that leading commercial aerospace companies, such as SpaceX and Tianbing Technology, plan to advance their IPO processes in 2026 [1] - The commercial aerospace sector is becoming a new hotspot in the capital market, driven by dual support from policy and industry development [1]

1月5日，2026年A股市场开盘首日，脑机接口概念股集体狂欢，指数盘中大涨超12%。个股方面，倍益康（920199.BJ）30cm涨 停，博拓生物（688767.SH）、三博脑科（301293.SZ）、爱朋医疗（300753.SZ）、谱尼测试（300887.SZ）、熵基科技 （301330.SZ）、美好医疗（301363.SZ）、伟思医疗（688580.SH）等11只概念股20cm涨停。 据科普中国介绍，脑机接口是指在大脑与设备之间建立直接连接，实现大脑与外部世界的信息交换与控制。这一技术让人们用 意念操控设备成为可能。 本轮脑机接口概念狂欢，或由一则脑机接口设备量产的消息推动。据新华社报道，美国企业家埃隆·马斯克2025年12月31日在社 交媒体上表示，其脑机接口公司"神经连接"将于2026年开始对脑机接口设备进行"大规模生产"，并转向"更加精简和几乎完全自 动化的外科手术流程"。马斯克说，该设备的电极丝将直接穿过硬脑膜，而无需将其切除，此举意义重大。 在国内，也诞生了一批对标"神经连接"公司技术路线的企业。国泰海通证券将2025年定义为国内"侵入式/半侵入式脑机接口临床 试验元年"，并指出，当前博睿康率先 ...

Group 1 - The professional services sector increased by 0.33% on December 31, with Beijing Human Resources leading the gains [1] - The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1] - Key stocks in the professional services sector showed varied performance, with Beijing Human Resources closing at 18.34, up 3.62%, and other notable stocks like Guolan Testing and Steel Research Nake also showing positive gains [1] Group 2 - The professional services sector experienced a net outflow of 225 million yuan from institutional investors, while retail investors saw a net inflow of 220 million yuan [2] - The trading volume and turnover for key stocks varied, with notable transactions such as Beijing Human Resources achieving a turnover of 174 million yuan [1][2] - The data indicates a mixed sentiment in the market, with institutional investors pulling back while retail investors remained active [2][3]

每经头条（nbdtoutiao）——2025十大财经新闻出炉！护航、酣战、变局、狂飙分别指向哪些大事件？ 每经AI快讯，谱尼测试12月31日晚间发布公告称，公司第六届第三次董事会会议于2025年12月31日在 北京市海淀区中关村环保科技示范园锦带路66号院1号楼谱尼测试大厦207会议室以现场表决的方式召 开。会议审议了《关于部分募集资金投资项目延期的议案》等文件。 （记者 曾健辉） ...

证券代码：300887 证券简称：谱尼测试 公告编号：2025-076 谱尼测试集团股份有限公司 第六届董事会第三次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 谱尼测试集团股份有限公司（以下简称"公司"）第六届董事会第三次会议 通知以专人送达的方式于 2025 年 12 月 26 日发出，会议于 2025 年 12 月 31 日下 午 13:00 在北京市海淀区中关村环保科技示范园锦带路 66 号院 1 号楼谱尼测试 大厦 207 会议室以现场表决的方式召开，会议由董事长宋薇女士召集和主持，会 议应出席董事 6 人，实际出席董事 6 人，公司全体高级管理人员列席会议。本次 会议的召集、召开符合《公司法》和《公司章程》的有关规定。 二、董事会会议审议情况 同意公司的募投项目之"谱尼测试集团山东总部大厦暨研发检测中心项目、 谱尼西北总部大厦（西安）项目"延期的事项。结合项目建设实际情况，充分考 虑项目建设周期与资金使用安排，公司决定在募投项目实施主体、实施方式、投 资用途和投资规模均不发生变更的情况下，将项目预计可使用状态 ...

谱尼测试集团股份有限公司（以下简称"公司"或"谱尼测试"）于2025 年12月31日召开了第六届董事会第三次会议，审议通过了《关于部分募集资金投 资项目延期的议案》，同意公司在募集资金投资项目（以下简称"募投项目"） 实施主体、募集资金投资用途和投资规模不变的情况下，对募投项目"谱尼测试 集团山东总部大厦暨研发检测中心项目、谱尼西北总部大厦（西安）项目"进行 延期。 本次部分募投项目延期未改变公司募集资金的用途和投向，根据《上市公司 募集资金监管规则》、《深圳证券交易所创业板股票上市规则》（以下简称"《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2号—— 创业板上市公司规范运作》（以下简称"《规范运作指引》"）等相关规定以及 公司股东会之授权，上述事项无需提交公司股东会审议。具体情况公告如下： 一、募集资金基本情况 （一）募集资金到位情况 经中国证券监督管理委员会《关于同意谱尼测试集团股份有限公司向特定对 象发行股票注册的批复》（证监许可〔2022〕210号）核准，公司于2022年3月2 2日向特定对象发行股票总数量为22,418,670股，发行价格为55.30元/股，实际 募集资金总额 ...

经中国证券监督管理委员会《关于同意谱尼测试集团股份有限公司向特定对 象发行股票注册的批复》（证监许可〔2022〕210号）核准，公司于2022年3月22 日向特定对象发行股票总数量为22,418,670股，发行价格为55.30元/股，实际募集 资金总额为人民币1,239,752,451.00元，扣除本次发行费用人民币11,908,483.18元 （不含税）后，实际募集资金净额为人民币1,227,843,967.82元。上述募集资金经 立信会计师事务所（特殊普通合伙）验证，并由其出具《谱尼测试集团股份有限 公司验资报告》（信会师报字[2022]第ZG10297号）。公司设立了募集资金专项账 户，对募集资金的存放和使用进行专户管理。公司与保荐机构、募集资金存放银 行签订了《募集资金三方监管协议》。 （二）募集资金投资项目的基本情况 根据公司《向特定对象发行股票并在创业板上市募集说明书》及实际募集资 金使用情况，截至2025年11月30日，募集资金投资项目投入具体情况如下： 核查意见 华泰联合证券有限责任公司 关于谱尼测试集团股份有限公司 部分募集资金投资项目延期的核查意见 华泰联合证券有限责任公司（以下简称"华泰 ...