1月7日消息，工业和信息化部等八部门印发《"人工智能+制造"专项行动实施意见》，其中提出，到 2027年，我国人工智能关键核心技术实现安全可靠供给，产业规模和赋能水平稳居世界前列。 "人工智能+制造"专项行动的出台标志着我国制造业智能化进程进入新阶段。银河证券指出，政策重心 正由"数字化转型"转向"人工智能+"，通过大模型、智能体等技术推动复杂决策、工艺创新与自主优 化。此次行动强调双向赋能，既强化行业模型、芯片算力等技术供给，也推进生产、供应链等环节的智 能化应用，并将政策落实下沉至企业实施路径和全流程场景，形成完整支持框架。 科创创业人工智能ETF工银(588430)紧密跟踪中证科创创业人工智能指数，该指数从科创板和创业板中 选取50只业务涉及人工智能基础资源、技术以及应用支持的上市公司证券作为指数样本，以反映上述板 块中人工智能主题上市公司证券的整体表现。 作为布局双创AI赛道的优质工具，科创创业人工智能ETF工银(588430)为投资者分享AI技术迭代与产业 落地红利开辟了便捷通道，或适合中长期看好人工智能产业发展、追求高弹性收益的投资者作为交易工 具或配置工具。 注：中证科创创业人工智能指数基日为2 ...

342只创业板股公布截至12月31日最新股东户数，环比上期，股东户数下降的有149只，降幅超过一成的 有12只。 其次是博盈特焊，截至12月31日最新股东户数为17004户，较12月20日下降15.76%，筹码集中以来该股 累计上涨5.24%，累计换手率为173.55%。 哈焊华通最新股东户数30134户，环比下降15.59%，筹码集中以来股价上涨20.26%，累计换手率为 111.88%。 进一步统计，有58只创业板股筹码呈连续集中的态势，相比之前各期，股东户数连续减少3期以上，股 东户数最多已连降16期。 ST任子行最新股东户数为41483户，连续减少16期，累计降幅为25.95%；*ST汇科最新股东户数为22690 户，连续减少13期，累计降幅为37.72%；筑博设计最新股东户数为10500户，连续减少12期，累计降幅 为28.08%。股东户数连降期间，从累计降幅看，*ST汇科、华瑞股份、筑博设计等股东户数降幅最多， 累计降幅分别为37.72%、31.13%、28.08%。 证券时报·数据宝统计显示，342只创业板股公布了12月31日股东户数，与上期（12月20日）比，股东户 数下降的有149只，其中股 ...

每经AI快讯，天眼查工商信息显示，近日，诚通创新创业投资基金(嘉兴)合伙企业(有限合伙)成立，执 行事务合伙人为罗宁，出资额10亿元人民币，经营范围为创业投资、股权投资。合伙人信息显示，该基 金由浙江瑆南股权投资有限公司、诚通科创私募基金管理(北京)有限公司、诚通科创投资基金(北京)合 伙企业(有限合伙)共同出资。 ...

Group 1 - The A-share market indices collectively rose, with the Shanghai Composite Index increasing by 0.5% and surpassing 4100 points for the first time in 10 years, reflecting a gain of over 7% since mid-December last year and an increase of over 130 points since the beginning of the year [1] - The CSI A500 Index rose by 0.7%, while the ChiNext Index increased by 0.3%, indicating positive market sentiment [1] - The A500 ETF (E Fund, 159361) and ChiNext ETF (E Fund, 159915) both saw trading volumes exceed 1 billion yuan, highlighting strong investor interest [1] Group 2 - Industrial analysis from Industrial Securities suggests that the current market optimism is driven by confidence in the rise of major economies and structural economic transformation, supported by positive statements in the "14th Five-Year Plan" regarding policy direction and high-quality transformation [1] - The CSI A500 Index consists of 500 stocks with large market capitalization and good liquidity, covering 89 out of 93 sub-industries, effectively representing various sectors of the A-share market [1] - The ChiNext Index is composed of 100 stocks from the ChiNext board with large market capitalization and good liquidity, with over 90% of its components belonging to strategic emerging industries [1]

Core Viewpoint - Liu Lianmin, the founder and chairman of Xiangchi Holdings, passed away at the age of 69, leaving behind a legacy of dedication to the grain and oil processing industry, transforming a small plant into a leading enterprise in deep processing of soybeans and corn in China [1][10]. Group 1: Early Life and Military Service - Liu Lianmin was born in 1957 in a farming family in Boxin County and became a soldier in the railway troops, where he demonstrated exceptional work ethic by exceeding daily tasks [2][3]. - His military service instilled in him a strong sense of resilience and dedication, earning him multiple awards and recognition during his time in the army [3]. Group 2: Career Development - After retiring from the military, Liu was appointed as the manager of the local grain depot, where he quickly rose through the ranks due to his hard work and innovative approach [3][4]. - In 1989, he took on the role of factory director at the Boxin County Plant Oil Factory, facing significant challenges but responding with a commitment to improve management and production processes [4][5]. Group 3: Business Growth and Achievements - Under Liu's leadership, the plant achieved national quality standards within six months and expanded its product offerings, including soy sauce and vinegar, leading to significant revenue growth [5][6]. - By 1994, the plant became the top in Shandong Province with sales revenue of 73.23 million yuan and continued to grow, eventually transforming into Xiangchi Grain and Oil Company [6][10]. Group 4: Strategic Innovations - Liu recognized the need for strategic transformation in response to market changes, leading to the development of high-value-added products and establishing a circular economy model within the company [7][8]. - The company became a leader in the domestic soybean protein industry, with exports accounting for 20% of the national total and a market share of over 60% in high-end nutritional protein [8][10]. Group 5: Social Responsibility and Legacy - Liu emphasized the importance of giving back to society, contributing over 20 million yuan to various charitable causes and supporting education initiatives in underprivileged areas [13]. - His commitment to employee welfare and community support fostered a strong corporate culture, which continues to influence the company even after his passing [12][13].

Market Performance - Major market indices opened with mixed results, with the Shanghai Composite Index rising by 0.09% to 4086.76 points, while the Shenzhen Component Index fell by 0.30% to 13917.78 points, and the ChiNext Index decreased by 0.69% to 3279.38 points [1] Individual Stock Performance - A total of 2051 stocks rose at the opening, with 25 stocks hitting the daily limit up, including Fenglong Co. with 11 consecutive limit ups, *ST Dongyi with 13 limit ups in 10 days, and Luxin Investment with 11 limit ups in 9 days [1] - Conversely, 2493 stocks declined at the opening, with 2 stocks hitting the daily limit down, namely ST Derun and *ST Chuntian [1] Price Continuity Statistics - Among the stocks that hit the limit up yesterday, 21 stocks continued to hit the limit up today, including Zhizhi New Materials and Hangxiao Steel Structure [1] - Stocks that opened lower today included Puni Testing, Bibet, and Aipeng Medical, with declines of 8.20%, 7.41%, and 6.03% respectively [1] - Among the stocks that hit the limit down yesterday, ST Derun and *ST Chuntian continued to hit the limit down today [1]

Core Viewpoint - The financing balance of the ChiNext market has increased, indicating a positive trend in investor sentiment and market activity, with specific stocks showing significant growth in financing balance and price performance [1][2]. Financing Balance Overview - The latest financing balance for ChiNext stocks is 569.97 billion yuan, with a week-on-week increase of 3.96 billion yuan, marking a continuous increase for four consecutive trading days [1]. - The total margin balance for ChiNext stocks is 571.85 billion yuan, which has also increased by 3.93 billion yuan compared to the previous trading day [1]. Stocks with Significant Financing Balance Growth - A total of 463 ChiNext stocks have seen an increase in financing balance, with 42 stocks experiencing a growth rate exceeding 10% [1]. - The stock with the highest increase in financing balance is Yaguang Technology, which has a latest financing balance of 670 million yuan, reflecting a week-on-week increase of 69.54% and a price increase of 10.19% on the same day [1][3]. - Other notable stocks with significant financing balance growth include Hekang New Energy (44.75% increase) and Guotai Environmental Protection (31.83% increase) [1][3]. Market Performance of Stocks with Increased Financing Balance - Among the stocks with a financing balance increase of over 10%, the average price increase on the day was 3.84%, with 31 stocks rising and one stock, Taisheng Wind Energy, hitting the daily limit [2]. - The top gainers in terms of price include Maiwei Co., Ltd. (15.65%), Xidian Co., Ltd. (14.86%), and Kefu Medical (13.52%) [2]. Stocks with Decreased Financing Balance - A total of 486 stocks have seen a decrease in financing balance, with 14 stocks experiencing a decline of over 10% [4]. - The stock with the largest decrease in financing balance is Yahua Electronics, with a latest financing balance of 81.04 million yuan, reflecting a decrease of 31.99% [4][5]. - Other stocks with significant declines include Gangtong Medical (19.36% decrease) and Nabai Chuan (19.26% decrease) [4][5].

Market Overview - A-shares showed mixed performance on January 9, with the Shanghai Composite Index up 0.09% at 4086.76 points, while the Shenzhen Component Index fell 0.3% to 13917.78 points, and the ChiNext Index dropped 0.69% to 3279.38 points [1] - The oil and gas, commercial aerospace, and military sectors saw significant gains, while storage chips, energy metals, and coal sectors experienced declines [1] - Notable stocks included Fenglong Co., which hit the daily limit up for the 10th consecutive trading day, and various commercial aerospace stocks showing strong performance [1] Company News - Pairui Co. signed a procurement agreement for IGBT chips worth approximately RMB 1.74 billion for 2026 and 2027, with a forecasted total supply amounting to RMB 1.3 to 1.4 billion for 2028 to 2030 [2] - Minimax raised HKD 4.8 billion in its IPO in Hong Kong, with a subscription rate of 1,837.17 times for retail investors [2] - Changhong Technology's subsidiary secured over half of the procurement share from a major domestic wafer factory, amounting to over RMB 10 million [3] - Hongxun Technology clarified its classification as a "nuclear fusion concept stock," stating that its revenue from this segment is minimal and has limited short-term impact on overall performance [3] Strategic Partnerships and Investments - Runjian Co. signed a strategic cooperation framework agreement with JD Technology to explore AI applications and cloud computing [5] - South Chip Technology's high-performance power solutions are now supplied to well-known robotics clients [6] - Jingchuang Intelligent plans to procure IT equipment worth up to RMB 4 billion to support its cloud computing business [6] Industry Trends - The solid-state battery sector gained attention with Donut Lab's announcement of the world's first mass-producible solid-state battery, featuring a density of 400 Wh/kg and rapid charging capabilities [8] - China's advancements in controllable nuclear fusion technology were highlighted, with significant breakthroughs reported by the Hefei Institute of Physical Science [9] - The commercial aerospace industry is poised for growth, with the opening of a new rocket recovery base in Hangzhou marking a key development [10] Financial Performance Forecasts - Jinli Yong Magnetic expects a net profit of RMB 660 million to 760 million for 2025, representing a year-on-year growth of 127% to 161% [6] - Gold Macro Gas reported that its electronic-grade dichlorodihydrosilane project is in trial production, with an expected capacity of 200 tons per year [6]

Market Overview - The three major indices opened mixed, with the Shanghai Composite Index up by 0.09%, the Shenzhen Component down by 0.30%, and the ChiNext Index down by 0.69% [1] - The oil, aerospace, and telecommunications sectors showed strong performance, while industrial gases, electronic chemicals, and energy metals faced declines [1] Index Performance - Shanghai Composite Index: 4086.76, up 0.09%, with a trading volume of 116.12 billion [2] - Shenzhen Component Index: 13917.78, down 0.30%, with a trading volume of 192.72 billion [2] - ChiNext Index: 3279.38, down 0.69%, with a trading volume of 75.19 billion [2] - Northbound 50 Index: 1511.97, up 0.24%, with a trading volume of 2.78 billion [2] External Market - U.S. stock indices closed mixed, with the Dow Jones up by 270.03 points (0.55%) at 49266.11, while the Nasdaq fell by 104.26 points (0.44%) to 23480.02 [3] - The Nasdaq China Golden Dragon Index rose by 1.09%, with notable gains in stocks like Bilibili (up over 6%) and Alibaba (up over 5%) [3] Institutional Insights - Huatai Securities suggests continuing to position for the spring market, with a balanced allocation between growth and cyclical sectors, highlighting improvements in upstream resources, public industries, TMT, and essential consumer goods [4] - CITIC Securities emphasizes capturing structural market opportunities, focusing on large-cap growth stocks with improving fundamentals [5] - Guojin Securities sees potential for value reconstruction in the wind power industry, recommending focus on manufacturing, subsea cables, and component companies benefiting from domestic and international market changes [6] - Tianfeng Securities is optimistic about A-share gaming companies entering a strong product cycle in 2026, driven by improved supply conditions and stable regulatory environments [7][8] - CICC notes the real estate sector's shift towards asset management, emphasizing the need for high-quality development in housing and operational real estate [9]

Group 1 - The article reports the establishment of the Chengtong Innovation and Entrepreneurship Investment Fund (Jiaxing) with a capital contribution of 1 billion RMB [1] - The fund's managing partner is Luo Ning, and its business scope includes venture capital and equity investment [1] - The fund is jointly funded by Zhejiang Xingnan Equity Investment Co., Ltd., Chengtong Kechuang Private Fund Management (Beijing) Co., Ltd., and Chengtong Kechuang Investment Fund (Beijing) Partnership (Limited Partnership) [1]