万和证券：万和财富早班车-20250109

Core Insights - The report emphasizes the importance of discovering investment opportunities with a proactive attitude rather than merely relaying information [1] Macro News Summary - The central bank continues to enhance financial support for large-scale equipment updates and optimize the re-lending process [4] - In December, retail sales of new energy passenger vehicles reached 1.379 million units, a year-on-year increase of 46% [4] - The National Development and Reform Commission is arranging long-term special government bond funds to support high-level recycling projects for scrap steel and other materials [4] Industry Latest Developments - NVIDIA's GB300 is expected to be released mid-year, presenting opportunities in the supply chain, with related stocks including Yuanli Co. (300174) and Kain Co. (002012) [6] - China is accelerating the development and application of eldercare technology, with humanoid robots being a key focus, related stocks include Mingzhi Electric (603728) and Obsidian Optics (688322) [6] - Progress in "artificial sun" technology is advancing the global nuclear fusion industry, with related stocks including Lianchuang Optoelectronics (600363) and Guoguang Electric (688776) [6] Company Focus - Tianqi Materials (002709) has signed equity purchase and processing agreements with Honeywell and Duksan Electera to accelerate the large-scale production of electrolyte products in North America [8] - Tianneng Heavy Industry (300569) plans to invest 500 million yuan to establish a wholly-owned subsidiary in Zhuhai as a diversified product R&D platform [8] - Jinling Pharmaceutical (000919) operates its eldercare business primarily through institutional care models [8] - Xusheng Group (603305) has received project designation notifications from a well-known North American traditional automotive manufacturer [8] Market Review and Outlook - On January 8, the market experienced a rebound after a dip, with mixed performance across major indices; the ChiNext index fell over 3% at one point [10] - The total trading volume in the Shanghai and Shenzhen markets reached 1.24 trillion yuan, an increase of 166.3 billion yuan from the previous trading day [10] - Market hotspots fluctuated, with significant rebounds in robotics and data center power supply sectors, while cyclical stocks like non-ferrous metals and rare earths faced adjustments [10] - The outlook suggests that while short-term risks have been largely released, market confidence has not fully recovered, indicating potential for continued sideways movement in indices [10]