齐鲁晚报·齐鲁壹点 通讯员 王帅 山东深蓝智谱数字科技有限公司，一家从济南高新区破土而出的创业新星，用五年时间完成从"创业构 想"到"国家级高新技术企业"的跨越，从院士与企业家的跨界携手，到2700份田间样本筑牢数据根基； 从30万元留学人员启动资金催生萌芽，到150万元企业贷款破开瓶颈；从4人初创团队的默默耕耘，到94 项自主知识产权加持的行业标杆……其背后深藏的，正是济南市倾力打造的全链条创业培育密码。 点石成金，院士与创业者的"智慧碰撞" 故事的起点，始于会场上的一次偶然相遇。 2015年，宋志华海外学成归来，怀揣着对创新创业的热忱，毅然选择回到济南这片沃土，开始了他的创 业历程。2019年，在农业领域摸索了四年的宋志华发现，国内农业仍停留在传统农业物联网阶段，传感 器集成类产品因缺乏核心技术逐渐被市场淘汰，于是萌生了二次创业的想法，但如何借助技术力量，实 现农作物长势、病虫害等情况的实时精准感知，成为宋志华长久以来萦绕心头的创业瓶颈。 2019年9月的一场院士专家座谈会上，宋志华与澳大利亚科学技术与工程院院士张立人相遇。张立人院 士针对他的创业瓶颈提供了全新技术路径：可以运用低空高光谱遥感技术解决农业 ...

Group 1 - The core viewpoint of the articles indicates that the Hong Kong technology sector is experiencing a rebound after a period of adjustment, with significant inflows of capital and a favorable valuation environment [1][2] - The A-share technology index has led the rebound since November 2025, driven by demand for computing hardware, while the Hong Kong technology sector has lagged due to liquidity issues and a focus on software applications [1] - Recent data shows that on January 5, net inflows from southbound capital exceeded 18.2 billion yuan, indicating renewed interest in Hong Kong technology stocks as the market enters a new assessment cycle [1] Group 2 - The Hang Seng Technology Index ETF (513180.SH) serves as a benchmark index covering internet, hard technology, and new energy vehicle sectors [2] - The enhanced version of the Hang Seng Technology ETF (159101.SZ) adds exposure to the biotechnology sector and increases the weight limit for individual components to 15% [2] - The Hang Seng Internet ETF (513330.SH) focuses more on software applications and internet media, with major stocks like Alibaba, Tencent, and Meituan accounting for nearly 40% of its weight [2]

Core Viewpoint - The confirmation of the Rubin platform's full-scale production by Huang Renxun at CES 2026 is expected to inject growth momentum into the overseas computing power sector, with deliveries scheduled for the second half of 2026 [1] Group 1: Product Launch and Features - The Rubin platform integrates Vera CPU, Rubin GPU, NVLink 6, ConnectX-9 SuperNIC, BlueField-4 DPU, and Spectrum-6, and has entered mass production [1] - The platform's multi-chip heterogeneous collaboration aims to optimize performance, increasing the performance and quantity requirements for high-end PCBs and optical modules [1] Group 2: Market Impact - The delivery of the Rubin platform in the second half of 2026 is anticipated to enhance the average selling price (ASP) and shipment volume in the upstream supply chain, potentially activating a favorable cycle in the overseas computing power sector [1] Group 3: Related Investment Products - The E Fund (159140) focuses on AI-related stocks in the innovation and entrepreneurship sector, with significant exposure to both domestic and overseas computing power [1] - The formation of a MACD golden cross signal indicates positive momentum for these stocks [1]

从拼技术到拼叙事 《科创板日报》记者注意到，"AI六小龙"中，已有至少四家——月之暗面、智谱、MiniMax以及零一万物的核心成员——积极地在小红书等平 台打造个人IP。与此同时，具身智能等前沿领域的技术大牛也纷纷下场，如它石智航的联合首席科学家、复旦博导丁文超，维他动力创始人余 轶南也通过AMA与公众交流技术难点。 2025年创投圈焦点依然还是在AI、具身智能领域。 年终的最后几天，AI agent公司Manus以数十亿美元的价格被被Meta收购，六小龙中的智谱华章与MiniMax前后脚赴港上市，市值都达到了数 百亿。 头部公司的融资轮次不断刷新纪录，将行业热度推向新高。在资金、技术、人才疯狂涌入的同时，一个值得关注的变化正在AI时代创业者群 体中发生：他们不再隐藏于代码和论文之后，而是选择主动走向台前。 Manus的爆火可以看做是今年社媒流量改变AI创业生态的起点。当时，创业团队通过一个产品介绍的视频爆火全网，之后的一天内单个邀请码 被炒至十万元。即使之后母公司蝴蝶效应转至海外，清空了中文账号的内容，但联合创始人张涛一直在通过自己的个人社媒发布产品的业务进 展，保持热度。 今年年底，小红书上浏览量超过3亿 ...

Group 1 - The core viewpoint of the articles highlights the growth potential in the lithium market, driven by increasing demand for energy storage and electric vehicles, with a projected lithium supply of 200.4 million tons by 2026 [1] - The global demand for lithium in a neutral scenario is expected to reach 197.2 million tons by 2026, with an optimistic scenario predicting 208.6 million tons, indicating a potential shortfall of 8.2 million tons [1] - The global shipment of energy storage lithium batteries is projected to be 960 GWh in 2026, representing a year-on-year increase of 54.8%, which will contribute to a rigid growth in lithium demand [1] Group 2 - The创业板新能源ETF华夏 (159368) is the largest ETF fund tracking the创业板新能源 index, which encompasses various sectors including batteries and photovoltaics [2] - As of December 30, 2025, the fund's scale reached 676 million yuan, with a maximum daily trading volume of 70.75 million yuan over the past month [2] - The fund has a low fee structure, with a combined management and custody fee of only 0.2%, and nearly 90% of its holdings are in energy storage and solid-state batteries, aligning with current market trends [2]

Core Insights - The 2026 Dazhou Eastern Economic Development Zone's first Innovation and Entrepreneurship Competition, themed "Intelligent Gathering, Dream Rising," was successfully held, marking a significant event for local innovation and entrepreneurship [1][2] Group 1: Event Overview - The competition was co-hosted by the Dazhou Eastern Economic Development Zone and Sichuan Dazhou Steel Group, featuring notable speakers including academicians and industry experts [1][3] - The event attracted 92 innovative projects from various regions, with 32 high-quality projects advancing to the finals, setting records for participation and project quality [2][3] Group 2: Industry Focus - The competition targeted four core industrial clusters: modern steel, new energy storage, chemical industry, and intelligent manufacturing, aligning with the region's industrial development needs [2][4] - The Dazhou Eastern Economic Development Zone is focusing on three main industries: steel and supporting industries, intelligent manufacturing, and chemicals/new materials, with significant investments in infrastructure and projects [4][5] Group 3: Economic Impact - During the 14th Five-Year Plan, the Dazhou Eastern Economic Development Zone implemented 55 major projects with an investment of 42.2 billion yuan, achieving an annual fixed asset investment growth rate of over 40% [4] - The region's industrial output value is projected to increase from 1.48 billion yuan in 2022 to 23.9 billion yuan in 2024, significantly enhancing its contribution to the city's economy [4] Group 4: Supportive Environment - The Dazhou Eastern Economic Development Zone offers competitive advantages such as the lowest industrial water prices among key parks in Sichuan and Chongqing, and anticipated reductions in electricity costs [5][6] - The zone emphasizes a service-oriented approach to business, aiming to create a favorable business environment that supports enterprise development [5][6] Group 5: Future Prospects - The competition established a new model for regional collaboration, integrating global innovation resources with local industrial strengths, and aims to create a unique brand for Dazhou's innovation events [6] - Future plans include a comprehensive service model for project incubation and support, enhancing the synergy between the "Dongsheng Cup" brand and local industry to foster continuous innovation [6]

Market Overview - The A-share market performed outstandingly in 2025, with major indices rising across the board, led by growth styles: CSI 300 up 17.66%, CSI 500 up 30.39%, CSI 1000 up 27.49%, ChiNext 50 up 57.45%, and Sci-Tech 50 up 35.92% [1] - The market in 2025 was primarily driven by liquidity easing and thematic rotation, with expectations that 2026 may enter an "earnings verification period" [1] - It is recommended to focus on policy-driven, profit recovery, and economic recovery directions, particularly in technology growth and high-end manufacturing sectors [1] Industry Focus ChiNext 50 Index - The ChiNext 50 Index serves as a direct financing platform for innovative and entrepreneurial companies, focusing on "three innovations (innovation, creation, creativity)" and "four new (new technologies, new industries, new business formats, new models)" [1] - The index emphasizes sectors such as information technology, new energy, financial technology, and pharmaceuticals, showcasing pure technology growth attributes [1] Key Sectors Technology and AI - The ChiNext 50 Index includes 52% of the information technology sector, with 23% weight in optical modules, which were among the best-performing technology tracks in 2025 [4] - The industry is experiencing a "volume and price rise" pattern, with significant growth in 800G optical modules and the commercialization of 1.6T optical modules, leading to revenue growth exceeding 50% for major manufacturers [4][16] - Long-term demand for AI computing power is expected to surge, with optical modules serving as the "transmission foundation" [4] New Energy Photovoltaics - The new energy photovoltaic sector saw significant gains in 2025, with policies stabilizing prices and a recovery in single crystal silicon prices by approximately 40% and lithium carbonate prices by about 60% [6][16] - The midstream industry chain is optimizing, with leading companies like CATL experiencing profit recovery after a price war [6][16] Pharmaceuticals and Biotechnology - The pharmaceutical sector performed well in 2025, driven by the explosive growth of innovative drugs [6] - The license-out transaction value for Chinese innovative drugs is expected to grow at a compound annual growth rate of 125% from 2019 to 2024, with AI applications in medical imaging and diagnostics accelerating revenue growth [6][16] ChiNext 50 ETF - The ChiNext 50 ETF (159949) tracks the ChiNext 50 Index, focusing on high-quality leading companies in five major technology sectors: new energy vehicles, biomedicine, electronics, photovoltaics, and internet finance [7] - The ETF has a robust liquidity profile, with an average daily trading volume of 1.471 billion yuan over the past year, ranking among the top ETFs on the Shenzhen Stock Exchange [7] - The latest fund size is 30.652 billion yuan, making it one of the largest funds tracking the ChiNext-related indices [7]

Group 1 - The core viewpoint of the news highlights the strong performance of the ChiNext ETF Tianhong (159977), which saw a turnover of 5.03% and a transaction volume of 441 million yuan, with the ChiNext Index (399006) rising by 2.85% [1] - The constituent stocks of the ChiNext ETF, such as Lepu Medical (300003) and BlueFocus Communication Group (300058), experienced significant gains, with increases of 19.99% and 19.97% respectively [1] - The ChiNext ETF Tianhong (159977) received substantial capital inflow, with a net subscription of nearly 50 million shares throughout the day [1] Group 2 - Over the past two weeks, the ChiNext ETF Tianhong (159977) has seen a growth in scale of 339 million yuan and an increase of 58 million shares [2] - In the last five days, the ChiNext ETF Tianhong (159977) has experienced continuous net inflows totaling 270 million yuan [2] - The fund has a low management fee rate of 0.15% and a custody fee rate of 0.05%, making it one of the lowest in the market for index funds [2] Group 3 - Recent stock buybacks by major companies like CATL and Kweichow Moutai reflect confidence in their development, with CATL repurchasing approximately 15.99 million shares for about 4.39 billion yuan [2] - Kweichow Moutai announced a buyback of 87,059 shares for a total of 120 million yuan, indicating a strategic move to enhance shareholder value [3] - Institutional views suggest that the current market risk appetite remains high, providing room for high-growth technology themes to continue rising [3] Group 4 - The report mentions various related products, including the Sci-Tech Innovation Board ETF Tianhong and the A500 ETF Tianhong, which cater to different investment strategies [4]

Core Insights - The latest financing balance of the ChiNext market is 555.24 billion yuan, with a week-on-week increase of 5.10 billion yuan, indicating a positive trend in investor sentiment [1] - On January 5, the ChiNext index rose by 2.85%, reflecting a strong performance in the market [1] - A total of 569 stocks in the ChiNext market saw an increase in financing balance, with 52 stocks experiencing a growth rate exceeding 10% [1] Financing Balance Growth - The stock with the highest increase in financing balance is Zhite New Materials, which saw a financing balance of 363.64 million yuan, a week-on-week increase of 67.98%, and its stock price rose by 20.04% [3] - Other notable stocks with significant financing balance growth include Gangtong Medical and Yahua Electronics, with increases of 49.16% and 41.81% respectively [3] - The average increase in stock prices for those with over 10% financing balance growth was 6.03%, with 46 stocks rising, including Zhite New Materials and Xice Testing, which hit the daily limit [1][2] Financing Balance Decline - A total of 381 stocks experienced a decline in financing balance, with 12 stocks seeing a decrease of over 10% [4] - The stock with the largest decline in financing balance is Southern Pump Industry, which saw a decrease of 23.67%, with a financing balance of 56.56 million yuan [4] - Other stocks with significant declines include Aoya Shares and Silicon Electric Shares, with decreases of 21.40% and 18.88% respectively [4]

Market Performance - Major market indices opened with mixed results, with the Shanghai Composite Index rising by 0.06% to 4026.02 points, and the Shenzhen Component Index increasing by 0.01% to 13830.30 points, while the ChiNext Index fell by 0.45% to 3279.81 points [1] Individual Stock Performance - A total of 1552 stocks rose at the open, with 18 stocks hitting the daily limit up, including Victory Energy with 13 consecutive limit ups, Fenglong Co. with 8 consecutive limit ups, and *ST Dongyi with 7 limit ups in 10 days [1] - Conversely, 1194 stocks declined, with three stocks hitting the daily limit down, including Dengyun Co. and *ST Aowei [1] Price Continuity Statistics - Among the stocks that hit the limit up yesterday, 17 stocks continued to hit the limit up today, including Beiyikang and Sanbo Brain Science [1] - Stocks that opened lower included Xiong Plastic Technology, Kairuide, and Wangzi New Materials, with opening declines of 2.25%, 1.76%, and 1.71% respectively [1] - Stocks that hit the limit down yesterday saw significant opening declines today, with Hainan Development, *ST Aowei, and Evergrande High-tech experiencing opening declines of 9.93%, 5.26%, and 4.24% respectively [1]