上证早知道｜3只牛股，今日复牌；空中“货拉拉”，来了；稀土价格指数，正式上线

Group 1 - The State Council will hold a press conference on January 12 to introduce the preparations for the 6th Asian Beach Games [2] - The 44th J.P. Morgan Healthcare Conference will take place from January 12 to 15, serving as a core platform for showcasing clinical data and discussing overseas cooperation [2] - ST Keli Da will resume trading on January 12, with a proposed change in actual control [2] - ST Xin Ya will be suspended for one day on January 12 and will resume trading on January 13, with other risk warnings lifted and the stock name changed to "Xin Ya Zhi Cheng" [2] - Aisheren will be available for subscription on January 12, with an issue price of 15.98 yuan per share and a price-to-earnings ratio of 14.99 times [2] Group 2 - The National Business Work Conference held on January 10-11 emphasized the implementation of consumption-boosting actions and the creation of the "Buy in China" brand [4] - The Ministry of Commerce has issued a task for nine cities, including Dalian and Shenzhen, to expand the opening of the service industry [4] - The Ministry of Finance and the State Administration of Taxation announced the cancellation of VAT export tax rebates for photovoltaic products starting April 1, 2026 [4] Group 3 - The China Securities Regulatory Commission and the Ministry of Finance have revised the regulations on reporting illegal activities in the securities and futures markets, significantly increasing the reward standards [5] - The Dalian Commodity Exchange will adjust the price limit for platinum and palladium futures contracts to 16% starting January 13, 2026 [5] Group 4 - The Shanghai Composite Index successfully surpassed the 4100-point mark on January 9, reaching a new high since July 2015, with daily trading volume exceeding 3 trillion yuan [7] - Multiple research institutions believe that the A-share market still has upward potential, with favorable conditions for bullish sentiment continuing into the spring [7][8] - Recommendations for sectors to focus on include electronics, power equipment, and non-ferrous metals, with a continued emphasis on commercial aerospace concepts [8] Group 5 - The "Tianma-1000" unmanned transport aircraft developed by Xi'an Aisheng Technology Group successfully completed its first flight test, showcasing its capabilities for logistics transport and emergency rescue [10] - The Chinese civil drone market is expected to grow significantly, with a projected market size of approximately 146.8 billion yuan in 2024 and over 400 billion yuan by 2030, reflecting a compound annual growth rate of 18.3% [10] Group 6 - The Baotou Rare Earth Products Exchange has launched a rare earth price index, which aims to serve as a price "barometer" for the rare earth market [13] - The average price of praseodymium and neodymium oxide was reported at 624,900 yuan per ton as of January 9, showing a slight increase [13] - Analysts expect the rare earth price center to rise due to ongoing supply-demand improvements in 2026 [13] Group 7 - Three companies, Tianpu Co., Guosheng Technology, and Jiamei Packaging, will resume trading on January 12 after completing their suspension for verification [17] - Zhonghua Equipment plans to issue shares to acquire 100% equity of Yiyang Rubber Machine and Blue Star North Chemical, with a transaction price of 1.202 billion yuan [17] - Kewen Biological expects to achieve a net profit of 235 million to 271 million yuan in 2025, driven by revenue growth and improved profitability [18]