Core Insights - The Huabao Entrepreneurial Board AI ETF (159363) has reached a scale of 6.303 billion yuan, becoming the largest and most liquid AI ETF in the dual innovation track as of January 22, 2026 [1][16] - The ETF's scale increased from over 5 billion to over 6 billion yuan within just three trading days, highlighting its strong market appeal [1][16] - The ETF is the first in the market to track the "Entrepreneurial Board AI Index," which reflects the stock price changes of companies related to the AI theme [5][20] Fund Performance - As of January 22, 2026, the ETF has a daily average trading volume exceeding 800 million yuan over the past six months, indicating its high liquidity [1][16] - On January 22, the ETF's price surged by 3.03%, with a net subscription of 22 million units, and it has seen an increase of nearly 2 billion yuan in the past ten days [5][20] Investment Strategy - The ETF's manager believes in a dual-line layout of computing power and AI applications, covering the entire AI industry chain from infrastructure to deep integration with various sectors [6][21] - Approximately 60% of the ETF's holdings are allocated to computing power (mainly optical modules), while about 40% are invested in AI applications, positioning it to benefit from the commercialization of AI [6][21] Product Matrix - Huabao Fund has established a comprehensive "AI+" ETF investment matrix, including various products that cover the entire AI industry chain [8][23] - The matrix includes the Sci-Tech Innovation AI ETF and other thematic ETFs focusing on financial technology, big data, and AI applications in various sectors [8][23] Market Trends - The AI sector is transitioning from concept to industrialization, with application scenario ETFs expected to witness significant potential [10][25] - The healthcare sector is identified as a crucial area for AI applications, with potential impacts on clinical diagnosis, medical software upgrades, and drug development [10][25]

Core Viewpoint - A total of 138 companies listed on the ChiNext board have released their performance forecasts for 2025, with 68 companies expecting profit increases, representing 49.28% of the total [1]. Group 1: Performance Forecasts - Among the 138 companies, 68 are expected to increase profits, 16 are expected to make profits, and the total number of companies with positive forecasts is 60.87% [1]. - Companies forecasting profit decreases include 17 with expected losses, 24 with expected losses, and 10 with reduced losses [1]. - The median profit increase for 42 companies is expected to exceed 100%, while 19 companies anticipate profit increases between 50% and 100% [1]. Group 2: Top Performers - The company with the highest expected profit increase is Huisheng Biological, with a median profit increase forecast of 1355.24% [1]. - Other notable companies include Zhongtai Co., with a forecasted profit increase of 677.22%, and Hekang New Energy, with a forecasted increase of 507.03% [1]. - The industries with the most companies expecting profit increases include basic chemicals, power equipment, and machinery, with 7, 5, and 4 companies respectively [1]. Group 3: Market Performance - Stocks expected to double their profits have seen an average increase of 13.21% this year, with Zhongtai Co., Dazhu CNC, and Wankai New Materials leading with increases of 58.73%, 47.18%, and 41.10% respectively [2]. - Recent performance over the last five days shows significant gains for companies like Zhongrong Electric, Dazhu CNC, and Zhongtai Co., with increases of 27.52%, 24.78%, and 22.98% respectively [2]. Group 4: Detailed Company Data - A detailed list of companies with expected profit increases includes: - Huisheng Biological (1355.24% increase, latest price 26.91, YTD change 29.81%) [2] - Zhongtai Co. (677.22% increase, latest price 35.27, YTD change 58.73%) [2] - Hekang New Energy (507.03% increase, latest price 7.17, YTD change 20.50%) [2] - Other companies with significant expected profit increases include Changxin Bochuang, Hualv Biological, and Chenguang Biological, with increases of 378.70%, 341.78%, and 301.38% respectively [2].

资金持续青睐，规模再创新高！截至1月22日，创业板人工智能ETF华宝（159363）最新规模达63.03亿元再创新高，近6个月日均成交额超8亿元，规模、成 交额在跟踪创业板人工智能指数、科创AI指数、科创创业AI指数的25只ETF中高居第一，是双创赛道规模最大、流动性最佳的人工智能ETF！ 周四（1月22日），算力、AI应用午后共振走强，创业板人工智能继续反弹3%。算力方面，光模块CPO成为上攻主力，中际旭创收涨5.72%，天孚通信上涨 5.96%，金信诺、光库科技涨超5%；AI应用方面，深信服20CM涨停，中文在线、蓝色光标、飞利信等多股涨超2%。 热门ETF方面，双线布局"算力+AI应用"创业板人工智能ETF（159363）场内收涨3%，重回所有均线上方，单日成交6.81亿元。资金尾盘再现逆转净流入， 单日抢筹超2300万元，近10日已累计增持超20亿元。 消息面上，光模块龙头天孚通信发布2025年业绩预告，预计净利润18.81亿-21.50亿元，同比增长40%-60%。主要受益于AI与全球数据中心建设带动高速光 器件需求增长，叠加公司降本增效，有源及无源产品线营收提升。 此外，AI应用持续活跃，据智通财 ...

Market Overview - On January 23, A-shares opened slightly higher, with the Shanghai Composite Index rising by 7.53 points (0.18%) to 4130.11 points, and the Shenzhen Component Index increasing by 21.97 points (0.15%) to 14349.01 points [1] - The CSI 300 Index rose by 5.88 points (0.12%) to 4729.59 points, while the ChiNext Index increased by 5.37 points (0.16%) to 3334.02 points [1] - The Kweichow Moutai and other sectors such as precious metals, pharmaceuticals, and photovoltaics saw significant gains, while the oil and gas extraction sector experienced a decline [1] Company News - Xiaomi Group announced a buyback plan for up to HKD 2.5 billion of its Class B shares, which will be subsequently canceled [2] - Founder Technology expects a net profit of RMB 430 million to RMB 510 million, a year-on-year increase of 67.06% to 98.14% [2] - Zhaoyi Innovation anticipates a net profit of approximately RMB 1.61 billion, a growth of around 46% year-on-year, and plans to invest RMB 500 million in a DRAM chip project [2] - Qiangrui Technology is deepening cooperation with leading AI server manufacturers in liquid cooling testing [2] Investment and Projects - Chongda Technology plans to invest RMB 1 billion in a high-end integrated circuit carrier board project to enhance competitiveness [3] - Mingyang Smart Energy is planning to acquire 100% of Zhongshan Dehua Chip Technology Co., focusing on high-end semiconductor development in the photovoltaic sector [5] Industry Trends - The commercial aerospace sector is entering a golden era of dual growth in demand and supply, with rapid development in private rocket companies and satellite manufacturing [13][14] - The pre-prepared food industry is seeing regulatory developments aimed at enhancing food safety standards [7] - The chip industry is witnessing advancements with the development of "fiber chips" by researchers at Fudan University, marking a significant technological breakthrough [8] - The global home energy storage system market is projected to see a shipment volume of approximately 35 GWh in 2025, reflecting a nearly 50% year-on-year growth [10]

（来源：南湖晚报） 转自：南湖晚报 该剧通过青年企业家的成长叙事，生动展现新时代青年在应对现实挑战、推动观念更新、凝聚发展合力 过程中的奋斗姿态，艺术化诠释了个人价值融入集体发展、创新思维赋能乡村振兴的时代主题，并深刻 传递"内在品格重于外在标签"的价值理念。 据悉，作为联合出品方，曹桥街道积极支持本土影视创作与文化推广。此次《厂花创业记》在马厩村赛 艇小镇取景拍摄，是街道深化文旅融合、展示辖区风貌的重要实践。该剧的摄制与播出，将进一步宣传 曹桥的地域特色与文化活力，助力提升区域形象与影响力。 通 讯 员 彭心怡 照片由曹桥街道提供 近日，由杭州广炬文化传播有限公司、浙出好戏（平湖）文化传播有限公司、嘉兴市回归线影视传媒有 限公司联合出品的微短剧《厂花创业记》开机仪式在平湖市曹桥街道马厩村赛艇小镇游客服务中心举 行。该剧总导演梁策携主创团队、媒体代表及街道相关负责人共同出席了仪式。 活动包含领导嘉宾致辞、项目揭幕、派发开机红包等环节。在热烈气氛中，嘉宾共同为覆盖摄影设备的 红绸揭幕，标志该剧拍摄工作正式启动。随后的合影环节中，主创人员手持寓意吉祥的开机红包，表达 了对作品顺利拍摄、圆满播出的美好祝愿。 据了解 ...

冲刺IPO的背后，恒翼能报告期内营收逐年增长，但净利呈现波动态势。财务数据显示，2022—2024年 及2025年上半年，恒翼能营收分别约为9.23亿元、11.05亿元、12.41亿元、5.95亿元；归属净利润分别约 为8856.24万元、1.14亿元、8347.56万元、5700.65万元。 需要注意的是，报告期内，恒翼能海外业务收入呈爆发式增长。具体来看，恒翼能主营业务收入占总营 收的比例分别为99.53%、99.32%、99.22%、99.49%，其中海外业务收入占主营业务收入的比重从2022 年的0.17%增至2025年上半年的80.23%。 恒翼能方面表示，2024年起外销收入占比迅速提高，主要原因为公司较早布局和拓展国外市场，对 ACC等主要境外客户收入大幅增加所致。2025年上半年，ACC成为恒翼能第一大客户。报告期内，该 公司对ACC的销售收入分别约为0元、0元、3.54亿元、4.74亿元，收入占比分别为0、0、28.56%、 79.72%。 成立逾七年，广东恒翼能科技股份有限公司（以下简称"恒翼能"）向A股市场发起冲刺。深交所官网显 示，恒翼能IPO于2025年12月28日获得受理，并于20 ...

Group 1 - The core viewpoint of Geely Holding Group is to transform into a technology-driven enterprise by shaping a technology-oriented and service-oriented organizational structure and talent framework [1] - Geely will deepen its "Talent Forest" strategy, focusing on cultivating professionals in new energy and artificial intelligence through industry-education integration, promoting youth and global talent development [1] - Starting in 2026, Geely will invest 50 million yuan initially and a total of 300 million yuan in the future for a youth innovation and entrepreneurship incentive program, directly recruiting specialized high school graduates for targeted training [1] Group 2 - Geely Holding announced its "One Geely, Comprehensive Leadership" 2030 strategic goal, aiming for a global strategic layout through enhanced top-level planning and global collaboration [3] - The key indicators for 2030 include achieving global total sales exceeding 6.5 million vehicles (passenger and commercial), ranking among the top five global automakers, with approximately 75% of sales from new energy vehicles and over one-third from overseas [3] - Geely plans to develop a top-tier global new energy architecture covering A to E class vehicles, with a target to reduce the average development cycle and comprehensive costs of new models by over 30% [3]

Market Overview - A-shares saw all three major indices rise collectively, with the ChiNext Index leading with over 1% increase [1] - The trading volume in Shanghai, Shenzhen, and Beijing reached 2.72 trillion yuan, an increase of 926 billion yuan from the previous day, marking the 14th consecutive day above 2.5 trillion yuan [1] Key Sectors Aerospace and Defense - The aerospace and defense sector experienced a strong rebound, with over 15.1 billion yuan in net inflows, leading all 31 Shenwan primary industries [1][6] - The military ETF, Huabao (512810), surged by 3.27%, driven by multiple favorable events in the large aircraft and commercial aerospace sectors [1][6] - Key stocks in the military sector, such as Triangle Defense and Steel Research, saw significant gains, with Triangle Defense hitting the daily limit up of 20% [6][7] Artificial Intelligence - The AI sector, particularly in computing power and applications, also saw a strong performance, with the ChiNext AI ETF (159363) rising by 3% and attracting a net subscription of 22 million units [1][10] - Major stocks in the AI space, including Zhongji Xuchuang and Tianfu Communication, reported substantial gains, reflecting the sector's growth potential [10][12] Chemical Industry - The chemical sector is experiencing a price surge, with the Chemical ETF (516020) rising by 1.14%, marking four consecutive days of gains [13] - Key products like soda ash and titanium dioxide have seen price increases, indicating a potential turning point in profitability for the sector [15] Future Outlook - Financial analysts suggest that maintaining trading volumes above 2.5 trillion yuan could present numerous structural opportunities in the market [4] - The focus is expected to shift towards performance fundamentals, particularly as earnings disclosures approach [4] - Investment strategies should consider cyclical and technology sectors, with particular attention to industries such as power equipment, non-bank financials, electronics, and basic chemicals [4]

作为扎根长沙的本土企业，惟客科技深度参与长沙产业互联网生态建设，六成以上团队成员来自本地，带动县 域、乡镇商业繁荣；在医疗、金融等领域多点发力，与20余家银行达成合作，落地共享轮椅等13类医疗场景产 品，助力公共服务提质增效。 长沙晚报掌上长沙1月22日讯（通讯员 舒丹丹 全媒体记者 何乐）20日，湖南惟客科技集团有限公司2025年度盛典 暨战略升级发布会在长沙举行。据透露，惟客科技2025年营收突破1.84亿元，同比增长31.4%，实现营收"三连 跳"（2023年1.2亿元，2024年1.4亿元）。这一跨越式增长的背后，是企业以AI技术为核心、以就业赋能为底色的 高质量发展路径，目前其服务已覆盖全国31个省级行政区、344座城市，成为行业标杆企业。 "我们要敢想敢干，脚踏实地。"刘滔表示，惟客科技将始终秉承"诚信、协同、正能量"的价值观，传承湖南大 学"实事求是、敢为人先"的精神内核，持续以技术创新驱动就业扩容提质，为实体赋能、为企业降本、为民生增 效，在数字经济与实体经济融合的浪潮中书写更多奇迹。 "技术不应只服务于大厂和资本，更应为普通人搭一座桥。"惟客科技董事长、创始人刘滔在年会上分享的初心故 事，引 ...

1月22日，全省人社工作会议在宁召开。会上，江苏省人社厅党组书记、厅长朱从明公布了一系列民生利好。记者注意到，2026年，江苏在稳岗扩容提 质、基础养老金调整、新领域人才评价等方面都有新举措，用"人社灯火"照亮温暖的民生画卷。 朱从明介绍，2026年，我省将制定新一轮稳就业政策措施，支持企业稳岗扩岗，筹集传统产业岗位300万个以上，开发政策性岗位20万个以上，其中公益 性岗位不少于5000个，深度挖掘低空经济、具身智能等新兴产业和未来产业岗位200万个以上。实施青年创新创业支持行动，坚持"四创"联动，推广四种 模式，扶持成功自主创业10万人以上。支持人工智能OPC人才创业。 重点群体就业方面，实施高校毕业生就业扩容提质行动，推进"三支一扶"计划，加力就业服务攻坚和见习岗位开发，全面推行"1151"帮扶举措，确保应届 毕业生年末去向落实率不低于92%。实施农民工稳岗促就业行动，设立省级劳务协作工作站，做好农民工群体专项工作，分类推进企业稳岗、产业拓岗、 服务筹岗、培训上岗、返乡转岗、帮扶到岗、维权留岗等举措。实施困难群体兜底保障暖心行动，出台《江苏省就业困难人员认定管理办法》，落实社保 补贴、岗位补贴等就业援助 ...