Core Viewpoint - The establishment of a 100 billion yuan national venture capital guidance fund aims to support strategic emerging industries and future industries, potentially attracting social capital participation [1] Group 1: Investment Opportunities - Analysts will continue to monitor whether advancements in the high-tech industry can sustain the expansion of private sector capital expenditure cycles and whether broad financial conditions remain loose [1] - Accelerated global AI investment is expected to drive up demand for energy infrastructure [1] Group 2: Industry Focus - The Science and Technology Innovation and Entrepreneurship ETF (588360) tracks the Science and Technology Innovation and Entrepreneurship 50 Index (931643), which has a daily price fluctuation limit of 20% [1] - The index selects 50 emerging industry listed companies with significant market capitalization and technological attributes from the Sci-Tech Innovation Board and the Growth Enterprise Market, covering sectors such as new energy, biomedicine, and information technology [1]

中国锂电池制浆上料系统市场集中度较高，据GGII统计，2023年和2024年国内锂电池制浆上料系统行 业前三大企业集中度分别为57%和71%。2023至2024年度，锂电池制造行业产能充裕，行业扩产主要集 中在头部锂电池企业，公司主要配套宁德时代（300750）、比亚迪（002594）、欣旺达（300207）、亿 纬锂能（300014）等头部锂电池客户，故市场占有率由2023年度的27%增长至2024年度的43%，均居行 业首位。 未来几年，公司积极开拓海外市场，紧随锂电行业技术发展趋势，在锂电池制造行业集中度提升、中国 锂电产业链全球化进度持续推进的背景下，锂电物料智能处理系统预计仍为公司重要盈利增长点。 业绩方面，于2022年度、2023年度及2024年度及2025年1-6月，公司实现营业收入分别约为人民币6.19 亿元、17.21亿元、21.73亿元、11.89亿元。同期，公司净利润分别约为人民币9534.97万元、2.42亿元、 2.99亿元、1.51亿元。 | 项目 | 2025.6.30/ | 2024.12.31/ | 2023.12.31/ | 2022.12.31/ | | --- | -- ...

Core Viewpoint - Anhui Dachang Technology Co., Ltd. has changed its listing review status on the Shenzhen Stock Exchange's Growth Enterprise Market to "inquired," with a fundraising target of 501.66 million yuan [1]. Company Overview - Dachang Technology specializes in the research, production, and sales of automotive parts and related tooling, focusing on body structure components, chassis assemblies, and related tooling [1]. - The company is recognized as a national-level "specialized, refined, and innovative" small giant enterprise, primarily serving mainstream domestic automotive manufacturers and well-known automotive parts suppliers [1]. Financial Overview - The company reported revenues of approximately 816 million yuan, 1.255 billion yuan, 1.171 billion yuan, and 815 million yuan for the years 2022, 2023, 2024, and the first nine months of 2025, respectively [2][3]. - Net profits for the same periods were approximately 73.54 million yuan, 104 million yuan, 91.40 million yuan, and 58.02 million yuan [2][3]. Fundraising Utilization - The total planned investment for projects funded by the raised capital amounts to 605.51 million yuan, with 501.66 million yuan allocated for main business-related projects [2][3]. - Specific projects include: - Intelligent automotive parts factory project (Phase II) with a planned investment of 218.72 million yuan, intending to use 153.10 million yuan from the raised funds [3]. - New process intelligent chassis production line and welding production line construction project with a planned investment of 312.79 million yuan, intending to use 218.95 million yuan from the raised funds [3]. - Annual production of 500,000 sets of automotive chassis suspension assemblies and 300,000 sets of body welding assemblies, with a planned investment of 74 million yuan, intending to use 29.60 million yuan from the raised funds [3]. - Supplementary working capital of 100 million yuan [3]. Financial Metrics - As of September 30, 2025, total assets were approximately 1.870 billion yuan, with total equity attributable to shareholders of the parent company at approximately 821.75 million yuan [4]. - The asset-liability ratio for the parent company was 67.04%, while the consolidated asset-liability ratio was 56.07% [4]. - Basic earnings per share were 0.45 yuan for the first nine months of 2025, compared to 0.70 yuan for 2024 and 0.80 yuan for 2023 [4].

智通财经APP获悉，据港交所1月23日披露，长乐控股有限公司(简称：长乐控股)向港交所创业板递交上 市申请书，力高企业融资有限公司为其独家保荐人。该公司曾于2025年6月22日递表港交所创业板。招 股书显示，长乐控股是一家设于新加坡的建筑及装修总承建商，专门从事楼宇建造工程，包括楼宇建 造；维修及粉饰工程；及改建及加建工程。于往绩记录期，公司的收益绝大部分来自楼宇建造工程，收 益的其余部分主要来自建造业的劳工供应、宿舍租金收入及其他配套服务所产生的收益。 ...

（文章来源：每日经济新闻） 国金证券指出，AI&云方面，千问App与阿里生态打通，上线AI Agent能力，并已实现AI购物功能；海 外OpenAI与谷歌正积极投入AI+医疗/健康领域。企业端，BCG调研显示超九成企业将坚持长期投入 AI，部分计划2026年AI投资翻倍。阿里云目标拿下2026年中国AI云市场增量的80%。看好AI产业趋势& 提效逻辑。同时需关注AI技术迭代和应用不及预期风险。 创业板人工智能ETF国泰（159388）跟踪的是创业板人工智能指数（970070），单日涨跌幅限制达 20%，该指数从创业板市场中选取涉及人工智能技术与应用的上市公司证券作为指数样本，涵盖软件开 发、智能硬件制造及服务等多个领域，以反映人工智能相关上市公司证券在技术创新和市场表现方面的 整体情况。该指数侧重于高科技成长型企业配置，突出创新能力和未来发展潜力。 1月23日，创业板人工智能ETF国泰（159388）回调超1.2%。资金面看，近10日净流入超1亿元，关注科 技自主与AI应用进展。 ...

总体来看，两市个股涨多跌少，上涨个股超3900只。截至收盘，沪指报4136.16点，涨0.33%；深证成指报14439.66点，涨 0.79%；创指报3349.50点，涨0.63%。盘面上，光伏设备、BC电池、金属锌板块涨幅居前；保险、机场航运、元件板块跌幅居 前。 板块方面，光伏概念全天强势，连城数控、捷佳伟创等20余股涨停；商业航天概念持续爆发，乾照光电、飞沃科技、臻镭 科技等近30股涨停；有色金属板块集体走强，威领股份、锌业股份等多股涨停；下跌方面，保险板块走低，中国太保跌幅居 前；油气股陷入回调，中曼石油跌幅居前；煤炭股震荡调整，中煤石油领跌。 三大股指集体收涨。 ...

创业板医药ETF国泰（159377）跟踪的是创医药指数（399275），单日涨跌幅限制达20%，该指数从创 业板市场中选取涉及制药、医疗器械与服务等医药卫生行业的上市公司证券作为指数样本，以反映创新 型医药企业证券的整体表现。该指数强调创新能力和成长潜力，聚焦于医药生物技术相关细分领域，适 合关注医药行业发展的投资者。 风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参 考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构成 投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产品 要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 每日经济新闻 1月23日，创业板医药ETF国泰（159377）涨超1.8%，产业政策与前沿进展受关注。 中泰证券指出，国家医保局发布《手术和治疗辅助操作类医疗服务价格项目立项指南（试行）》，聚焦 医疗技术前沿成果，规范形成多项价格项目。政策对机械臂辅助操作设立导航、参与执行、精准执行3 个价格项目，实行与主手术挂钩的系数化收费模式，参与度更高、功能更 ...

资金是人才创新创业的源头活水，也是监督的重点领域。围绕就业补贴、创业贷款等社会关注度高、资 金规模大的事项，该区纪委监委推动建立"部门联审、纪检抽查"双重把关机制，对申报、审核、发放进 行全过程监督，确保每笔资金都用在刀刃上。2025年，累计推动发放创业担保贷款168笔、3213万 元，"贷免扶补"创业贷款146笔、3636万元，有效缓解了初创企业的融资难题。 "从提交申请到资金到账，整个过程高效便捷。这笔贷款真是来得太及时了。"一位刚办妥创业贷款的90 后创业者兴奋地说道。高效顺畅的体验背后，是昆明市呈贡区纪委监委将监督"探头"精准嵌入人才服务 全链条、持续优化营商环境的有力实践。 该区纪委监委立足监督的再监督职责定位，聚焦人才引进、就业创业、技能提升等关键环节，以清风正 气护航政策落地、资金到位、服务优化。 审核/昆纪宣 责编/殷雷 吕文康 编辑/杨春燕 文字/李敏 胡丹 来源/云南法治报纪检监察周刊 同时，监督保障各类就业补贴规范发放，全年累计向46家用人单位拨付高校毕业生岗位开发补助24万 元，向314名高校毕业生发放各类补贴191.1万元，并为16469名2026届高校毕业生发放一次性求职补贴 16 ...

截至午间收盘，创业板中盘200指数上涨1.5%，创业板指数下跌0.2%，创业板成长指数下跌0.4%。相关ETF受资金关注，创业板ETF易方达（159915）半日 净申购达8000万份。 每日经济新闻 中信建投证券表示，当前市场行业表现分化，有充分预期的板块横盘等待兑现验证，与此同时概念主题表现活跃，前期落后板块补涨。整体而言，继续看好 跨年行情，行业主要围绕未来产业热点、AI和半导体、资源品涨价链展开。 ...

Market Overview - The market experienced a high opening but retreated, with the three major indices briefly turning negative. By the end of the morning session, the Shanghai Composite Index rose by 0.27%, the Shenzhen Component Index increased by 0.24%, while the ChiNext Index fell by 0.17% [1] Sector Performance - The photovoltaic sector surged, led by space photovoltaic stocks, with JunDa Co., Ltd. achieving two consecutive trading limits, and several other stocks like GCL-Poly Energy and Mingyang Smart Energy hitting the daily limit [2] - The commercial aerospace sector remained active, with over ten constituent stocks reaching the daily limit, including Goldwind Technology and Runbei Aerospace Science and Technology [2] - The precious metals sector continued its strong performance, with silver and non-ferrous metals stocks achieving four consecutive trading limits, including China National Gold and Yuguang Gold Lead [2] - The AI application sector saw gains, with Zhejiang Wenhu Internet Technology achieving two trading limits in four days [2] - The pharmaceutical commercial sector was also active, with stocks like Renmin Tongtai and Yifeng Pharmacy hitting the daily limit [2] Declining Stocks - The computing hardware sector saw declines, with Tengjing Technology and Xinyi Sheng both dropping over 6% [3] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.89 trillion yuan, an increase of 19.4 billion yuan compared to the previous trading day [4] Individual Stock Highlights - Aerospace Electronics had the highest trading volume at over 16.2 billion yuan, followed by Zhongji Xuchuang and Xinyi Sheng [5]