Dengyun Stock(SZ:002715) Shang Hai Zheng Quan Bao·2026-01-05 23:25Group 1: Market Trends and Developments - The A-share market experienced a strong opening on the first trading day of 2026, with the Shanghai Composite Index returning to the 4000-point mark after a 12-day consecutive rise, marking the longest streak since March 1992 [3] - The total trading volume in the Shanghai, Shenzhen, and North markets reached 2.57 trillion yuan, significantly increasing by over 500 billion yuan compared to the previous trading day, indicating a robust market sentiment [3] - A report from Industrial Securities suggests that the factors supporting the market's previous "excitement" are likely to continue, with expectations for a spring market rally as liquidity improves and institutional risk appetite increases post-year-end performance assessments [3] Group 2: Industry Insights - The brain-computer interface (BCI) technology in China has made significant breakthroughs, with the first clinical trial of a fully implanted, wireless BCI system successfully completed, indicating China's advancement in this field [5] - The global BCI market is projected to grow to approximately $12.4 billion by 2034, with a compound annual growth rate (CAGR) of 17% from 2025 to 2034, driven by technological breakthroughs and policy support [5] - The commercial rocket company under China Aerospace Science and Technology Corporation has increased its registered capital from 1 billion yuan to 1.396 billion yuan, reflecting a 77.6% increase, which supports the rapid development of the commercial space industry in China [6] Group 3: Company News - Defu Technology's subsidiary signed a cooperation agreement to supply high-end electronic circuit copper foil products for 2026 [7] - ST Renfu's subsidiary received approval for clinical trials of a new drug for late-stage solid tumors, marking a significant development in the pharmaceutical sector [7] - Chifeng Gold expects a net profit of 3 billion to 3.2 billion yuan for 2025, representing an increase of approximately 70% to 81% compared to the previous year [7]