Venture(US:VEMLY) Jin Rong Jie·2026-01-07 01:40Market Overview - On January 7, the A-share market opened higher with the Shanghai Composite Index rising by 0.18 points to 4083.84 points, the Shenzhen Component Index increasing by 39.47 points (0.28%) to 14062.02 points, and the CSI 300 Index up by 6.24 points (0.13%) to 4796.93 points [1] - The ChiNext Index rose by 12.05 points (0.36%) to 3331.34 points, while the STAR 50 Index increased by 13.21 points (0.92%) to 1442.51 points [1] - Key sectors showing strong performance included brain-computer interfaces, storage chips, and military electronics, with stocks like PuRan Co. hitting the daily limit [1] Company News - Super Electronics plans to adjust its investment in an AI computing power high-end printed circuit board expansion project from 1.468 billion yuan to 3.315 billion yuan, with a production capacity of 166,500 square meters annually [3] - Thinking Control announced the termination of its control change discussions due to disagreements on core terms, with its stock resuming trading on January 7, 2026 [3] - Aerospace Huanyu cautioned that its stock price is at a historical high and may not reflect its fundamentals, with commercial aerospace revenue expected to be less than 15% by 2025 [3] - Beidou Star noted the high market interest in commercial aerospace, emphasizing that its main business is satellite navigation and not solely focused on commercial aerospace [3] - Sanbo Brain Science clarified that it does not engage in the research, production, or sales of brain-computer interface products, and that its revenue from neuro-regulation technology is minimal [4] - Aerospace Changfeng confirmed that it does not conduct business related to brain-computer interfaces or commercial aerospace [4] - Robotic technology company FiconTEC signed a significant contract worth approximately 7.7 million euros, which will positively impact its financials [4] - West Materials reported a reduction in shareholding by a major shareholder, decreasing from 8.54% to 7.56% [4] Hot Topics - AMD's CEO highlighted that global computing power demand is expected to increase 100-fold over the next five years, reaching 10 YottaFLOPS, driven by innovations in system architecture and process technology [7] - Qiang Brain Technology completed a financing round of approximately 2 billion yuan, marking it as the second-largest financing in the brain-computer interface sector after Neuralink [8] - NVIDIA introduced an open-source AI model for safe, inference-based autonomous driving at CES 2026 [9] - Star River Dynamics announced plans for a commercial rocket launch, marking a significant step in the commercial aerospace sector [10] - NVIDIA showcased new technologies for robotics, accelerating the development lifecycle of robotic technologies [11] - Two lithium iron phosphate companies confirmed price increases for downstream customers, with one company raising prices by 1500 to 2000 yuan per ton [12] - Donut Lab announced the launch of the world's first all-solid-state battery, ready for OEM mass production [13] Institutional Insights - CITIC Securities expressed optimism about zirconium oxide investment opportunities due to export controls affecting Japanese manufacturers, which may benefit Chinese counterparts [15] - CITIC Jiantou noted that the humanoid robot sector is in a rebound phase, with expectations for upward revisions pending new catalysts or production progress [14] - The brain-computer interface industry is expected to accelerate its development, supported by policies and technological advancements [16] - Elon Musk announced that Neuralink will begin large-scale production this year, indicating a competitive landscape in the brain-computer interface sector [17]