SIASUN(SZ:300024) Sou Hu Cai Jing·2026-01-12 00:23Group 1 - Foreign investment institutions are increasingly enthusiastic about allocating assets in China, with Morgan Stanley intensifying its holdings in H-shares like CATL and Ganfeng Lithium since January 1, 2026 [1] - The global long-term investors are continuously increasing their positions in Asian tech stocks, with Goldman Sachs maintaining an overweight stance on tech stocks, expecting further upside [1] - China has recently applied for 200,000 new satellites, with over 190,000 applications coming from the newly established Radio Innovation Institute [1] Group 2 - The U.S. stock market saw all three major indices rise on January 10, with the Dow Jones and S&P 500 reaching historical closing highs, and Intel's stock rising over 10% [2] - Gold futures increased by 1.28% to $4,517.9 per ounce, while silver futures rose by 5.92% to $79.595 per ounce [2] - WTI crude oil futures for February rose by 2.35%, and Brent crude for March increased by 2.18% [2] Group 3 - In December, the U.S. non-farm payrolls increased by 50,000, below the expected 70,000, leading traders to bet that the Federal Reserve will pause interest rate cuts [3] - The dollar index fell from around 108 at the beginning of 2025 to about 98 by the end of the year, marking a 9.4% decline, the worst performance in eight years [3] - The IMF reported that the dollar's share in global foreign exchange reserves fell from 57.08% in Q2 to 56.92% in Q3 2025, the lowest since 1995 [3] Group 4 - Three stocks, Tianpu Co., Guosheng Technology, and Jiamei Packaging, resumed trading after a suspension, with Tianpu facing an investigation for significant trading anomalies [4] - New Jian Transmission, closely related to Tesla's supply chain, has started its listing guidance process [4] - Northern Rare Earth and Baogang Co. announced an adjustment in the trading price of rare earth concentrates to 26,834 yuan per ton, reflecting a 2.4% increase [4] Group 5 - A Chinese research team has successfully developed a technology for the efficient separation of lithium, sodium, and potassium ions from lithium brine, achieving a lithium recovery rate of over 98% [5] - The first industrial demonstration line for extracting battery-grade lithium carbonate from lithium brine has been established, generating over 600 million yuan in new value [5] Group 6 - The China Securities Regulatory Commission has announced new reward regulations for whistleblowers in securities and futures violations, increasing the maximum reward to 1 million yuan for significant cases [6] - The Shanghai Futures Exchange has adjusted the price limit for platinum and palladium futures contracts to 16% and the margin requirement to 18% [6] - The vice chairman of the China Securities Regulatory Commission emphasized the need to increase the proportion of long-term funds entering the market, with long-term funds holding approximately 23 trillion yuan in A-share market value by the end of last year [6] Group 7 - The People's Bank of China aims to increase the asset scale of insurance companies established by large commercial banks to within the top 10 in China by 2035 [7] - On January 9, southbound funds net bought approximately 6.815 billion Hong Kong dollars, with Tencent and Xiaomi receiving significant net purchases [7] - The Shanghai and Shenzhen stock exchanges saw a trading volume exceeding 3 trillion yuan for the first time this year, marking the fifth historical occurrence [7] Group 8 - Public funds entering the market in 2026 are expected to exceed 45 billion yuan, driven by new ETFs and actively managed funds [8] - QDII funds are set to receive policy support, with a requirement to allocate more quotas to public products by the end of 2027 [8] - Over 110 stocks were subject to institutional research post-holiday, with significant price increases observed in several companies [8] Group 9 - China's CPI rose by 0.8% year-on-year in December, the largest increase since February 2023, while PPI fell by 1.9% for the 39th consecutive month [9] - The 2026 outlook suggests a low recovery in prices, with CPI expected to grow by 0.5% and PPI to decline by 0.9% [9] - The National Medical Insurance Administration is piloting the "Personal Medical Insurance Cloud" project to enhance smart medical management [10] Group 10 - The State Council has implemented a package of policies to promote domestic demand, focusing on consumer loans and support for small and micro enterprises [11] - The national business conference emphasized the importance of boosting consumption and developing new growth points in service consumption [11] - The Ministry of Commerce has issued a pilot task for expanding service industry openness in nine cities [11] Group 11 - The Ministry of Finance has announced adjustments to export tax rebate policies for photovoltaic products, effective April 1 [12] - The State Administration for Market Regulation is investigating issues related to competition among food delivery platforms [12] Group 12 - The National Tobacco Monopoly Administration has mandated strict management of smokeless tobacco products [13] - The National Medical Products Administration has publicized plans for new standards in medical devices utilizing brain-computer interface technology [13] - The Guangzhou real estate market shows signs of stabilization, with increased transaction volumes and prices [13] Group 13 - The storage price increase has affected the consumer electronics sector, leading to price adjustments for smartphones and laptops [15] - The "Tianma-1000" unmanned transport aircraft has successfully completed its first flight test [15] - The domestic manned airship "Xiangyun AS700" has achieved a significant milestone with its first commercial flight [15] Group 14 - The demand for carbon fiber is expanding rapidly due to developments in new energy and aerospace sectors, with Shanxi achieving mass production of high-performance carbon fiber [15] - The procurement project for the BEST ring system has been awarded to a consortium, with a contract value of 142.2 million yuan [15] Group 15 - The drug for boron neutron capture therapy has received approval for clinical trials, marking a significant step in cancer treatment [17] - A new AI-driven drug virtual screening platform has been developed, significantly enhancing drug discovery capabilities [17] - A novel multi-physical domain fusion computing architecture has been created, improving computational power for various applications [18]