Group 1 - The internet e-commerce sector increased by 3.1% on January 9, with Qingmu Technology leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] - Key stocks in the internet e-commerce sector showed significant price increases, with Qingmu Technology rising by 12.30% to a closing price of 84.26 [1] Group 2 - The net inflow of main funds in the internet e-commerce sector was 4.4 million yuan, while retail investors saw a net inflow of 16.4 million yuan [2] - The stock "Jiaodian Technology" had a main fund net inflow of 1.12 billion yuan, but experienced a net outflow from retail and speculative funds [3] - "Xinxinda" had a main fund net inflow of 23.27 million yuan, while retail investors faced a significant net outflow of 22.19 million yuan [3]

格隆汇1月9日丨三态股份(301558.SZ)公布，全资子公司思睿遠東商貿有限公司（简称"思睿香港"）拟作 为有限合伙人以自有资金出资200 万美元参与投资境外私募股权投资基金 SC Techwaves Growth Fund （简称"SC 基金"或"基金"）。2026 年 1 月 8 日，思睿香港签署了《SubscriptionApplication Form》（即 《认购申请表》）。《Subscription Application Form》的配套文件为《Information Memorandum》（即 《信息备忘录》）、《Private PlacementMemorandum (First Amended)》（即《私募备忘录（第一次修订 版）》）、《SCTechwaves Growth Fund Prospectus》（即《SC 基金募资说明书》），《认购申请表》 与上述文件以下合并简称"投资协议"。 SC 基金未来拟投资方向为以硅谷为主的全球范围内快速成长的AI 应用和工具类创业项目。本次投资有 利于公司充分借助 SC Venture Capital 的资源优势及管理平台，通过专业化的投资管理团队 ...

每经AI快讯，1月9日，三态股份（301558）公告称，公司全资子公司思睿香港拟以自有资金200万美元 参与投资境外私募股权投资基金SC Techwaves Growth Fund。基金主要投资于以硅谷为主的全球范围内 快速成长的AI应用和工具类创业项目，项目阶段以早期为主，兼顾中期。 ...

证券代码：301558 证券简称：三态股份 公告编号：2026-001 深圳市三态电子商务股份有限公司 关于全资子公司参与专业投资机构股权投资基金的公告 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。 2、成立时间：2022 年 9 月 7 日 3、注册地：新加坡 1 一、对外投资概述 深圳市三态电子商务股份有限公司（以下简称"公司"）的全资子公司思睿 遠東商貿有限公司（以下简称"思睿香港"）拟作为有限合伙人以自有资金出资 200 万美元参与投资境外私募股权投资基金 SC Techwaves Growth Fund（以下简 称"SC 基金"或"基金"）。2026 年 1 月 8 日，思睿香港签署了《Subscription Application Form》（即《认购申请表》）。《Subscription Application Form》的 配套文件为《Information Memorandum》（即《信息备忘录》）、《Private Placement Memorandum (First Amended)》（即《私募备忘录（第一次修订版）》）、《SC T ...

Market Performance - The market saw over 4,100 stocks rise, with more than 100 stocks hitting the daily limit up. The Shanghai Composite Index closed at 4,083.67 points, up 1.50%, marking a 13-day consecutive rise, the longest since March 1992. It also surpassed the previous high of 4,034.08 points from November 14, 2025, reaching a new high in over ten years [1] - The Shenzhen Component Index rose by 1.40%, while the ChiNext Index increased by 0.75% [1] Trading Volume - The total trading volume for the day was approximately 28.3 trillion yuan, an increase of 265 billion yuan compared to the previous day [3] Market Drivers - According to Zhongyin Securities, the main factors supporting the market's upward trend include the increasing attractiveness of RMB assets and expectations for early-year credit issuance and subsequent policies. The corporate profit structure has positively changed, with new economic forces represented by advanced manufacturing and overseas enterprises driving the stabilization and recovery of A-share returns, providing solid fundamental support for the market [3] Sector Highlights - The brain-computer interface concept performed actively on the first trading day of 2026, with related stocks continuing to rise, surpassing their highest levels from 2025. Notably, BeiYikang hit the daily limit up of 30%, while WeiSi Medical and Sanbo Brain Science also saw significant gains [4] - The brain-computer interface industry is expanding from medical necessities into AI applications and robotics. Elon Musk has indicated that with advancements in Neuralink technology, there is potential for remote control of robots through thought, creating an ultimate ecosystem of "human brain + robot" [4] - The titanium dioxide sector has shown strong performance, with multiple stocks hitting the daily limit up. The industry recently issued a price increase notice to reverse previous low profitability, indicating a potential recovery window for industry profits. Leading companies like Longbai Group are expanding overseas, which may enhance the industry's position and international influence [5] - The commercial aerospace sector has also seen explosive growth, with over ten constituent stocks hitting the daily limit up [5] - The financial sector collectively surged, with Huayin Securities and Dazhihui hitting the daily limit up [6]

Market Overview - The internet e-commerce sector increased by 0.19% on January 6, with Nanji E-commerce leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] Stock Performance - Key stocks in the internet e-commerce sector showed varied performance, with Nanji E-commerce closing at 3.27, up by 1.55%, and Kuaijingtong at 4.62, up by 1.09% [1] - Other notable stocks included Xinghui Co., which rose by 0.79% to 6.41, and Guolian Co., which increased by 0.60% to 28.36 [1] Trading Volume and Value - The trading volume and value for Nanji E-commerce reached 391,900 shares and 128 million yuan, respectively [1] - Kuaijingtong had a trading volume of 819,800 shares with a transaction value of 376 million yuan [1] Capital Flow - The internet e-commerce sector experienced a net outflow of 123 million yuan from institutional investors, while retail investors saw a net inflow of 155 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Xinghui Co. had a net inflow of 10.24 million yuan from institutional investors, while retail investors showed a net outflow of 9.05 million yuan [3] - Nanji E-commerce saw a net inflow of 2.46 million yuan from institutional investors, with retail investors contributing a net inflow of 1.11 million yuan [3]

Core Viewpoint - The company, Shenzhen SanTai E-commerce Co., Ltd., is focused on cross-border e-commerce retail and logistics, benefiting from the depreciation of the RMB and advancements in AI technology for its operations [2][3]. Group 1: Company Overview - Shenzhen SanTai E-commerce Co., Ltd. was established on January 7, 2008, and went public on September 28, 2023 [7]. - The company's main business segments include cross-border e-commerce retail (76.14% of revenue) and cross-border e-commerce logistics (23.80%), with minimal contributions from technology services and other business [7]. - As of December 19, the company had 28,100 shareholders, a decrease of 1.17% from the previous period, with an average of 7,799 circulating shares per shareholder, an increase of 1.19% [8]. Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.252 billion yuan, reflecting a year-on-year growth of 0.15%, while the net profit attributable to shareholders decreased by 25.94% to 31.8471 million yuan [8]. - The company has distributed a total of 110 million yuan in dividends since its A-share listing [9]. Group 3: Technological Advancements - The company is developing an AIGC project that utilizes Stable Diffusion to generate high-quality images, enhancing operational efficiency and reducing production costs [2]. - The company launched an AI-based intellectual property risk detection tool named "RuiGuan·ERiC" on September 28, aimed at providing flexible and cost-effective risk monitoring solutions for enterprises [3][5]. Group 4: Market Dynamics - The company benefits from the depreciation of the RMB, with overseas revenue accounting for 99.98% of total revenue as of the 2024 annual report [4][3]. - The stock has shown a net inflow of -2.8983 million yuan today, with a lack of significant trends in major capital movements [5].

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]

对此，开源证券指出，Neuralink的规模化生产预期+自动化手术方案，以及Merge布局新一代超声波脑 机接口技术具备双重意义。（1）标志着脑机接口从临床验证阶段开始向商业化规模化阶段迈进，推动 脑机接口从"医疗试验工具"到"可普及产品"的落地。2）未来随着技术方案成熟度的进一步提升，也将 为Neuralink脑机接口与特斯拉Optimus人形机器人的协同应用奠定基础。 该机构表示，脑机接口行业正处于技术突破、政策支持、机器人生态协同预期等多重因素驱动下的高增 蓄势期，根据Precedence Research数据，预计到2034年全球脑机接口市场规模将增长到约124亿美元， 2025年—2034年CAGR为17%。在近期Neuralink规模化量产预期和技术突破的催化下，A股脑机接口相 关标的也有望受益。 人脑工程概念5日盘中强势拉升，截至发稿，倍益康30%涨停，三博脑科、翔宇医疗、伟思医疗、美好 医疗等均涨停，熵基科技涨超18%。 消息面上，马斯克近日在社交媒体上表示，旗下Neuralink将在2026年启动脑机接口设备大规模生产，并 同步推进流程高度精简、几乎完全自动化的手术方案，最关键的突破在于，设 ...