万和证券：万和财富早班车-20250120

Core Insights - The report highlights the ongoing developments in the semiconductor and AI infrastructure sectors, indicating potential investment opportunities in related companies [5][7][10]. Industry Latest Developments - The Ministry of Commerce has initiated an investigation into the impact of low-priced mature process chips imported from the U.S. on the domestic market [5]. - Nvidia is set to host a "Quantum Day" event, which is expected to accelerate advancements in quantum computing, with related stocks such as GuoDun Quantum and Keda Guochuang being highlighted [7]. - The construction of computing power infrastructure is receiving significant support, with institutions optimistic about the upgrade opportunities brought by AI, focusing on companies like Nanling Technology and Yunsai Zhili [7]. - The refrigerant market continues to perform strongly, supported by policies encouraging the replacement of old products, with companies like Juhua and Sanmei being noted [7]. Company Focus - Aikedi plans to issue shares and pay cash to acquire 71% of Zhuoerbo, while also raising funds from no more than 35 specific investors [9]. - Xiamen Xiangyu's controlling shareholder is set to acquire the company's debt claims against Jiangsu Delong Nickel Industry for a price of 8.974 billion [9]. - Yuma Technology has signed a project cooperation agreement with Wuhan Zhongke Advanced Materials Technology to establish a joint laboratory for high-durability self-cleaning polymer film materials [9]. - Deepin Technology intends to repurchase shares worth 100 to 200 million, aimed at implementing employee stock ownership plans or equity incentive plans, with a repurchase price not exceeding 80 yuan per share [9]. Market Review and Outlook - On January 17, the total trading volume in the two markets was 1.1355 trillion, with 2,565 stocks rising and 2,328 falling, indicating a slight contraction in trading volume compared to the previous day [11]. - The three major indices opened slightly lower but experienced a rebound, closing with small gains, suggesting a narrow range of fluctuations in the short term [11]. - Semiconductor, PCB, and component-related concepts saw significant gains, while sectors like retail and autonomous driving experienced net outflows [11]. - The report suggests that if trading volume remains around 1.1 trillion, the market may continue to experience narrow fluctuations, but an increase to approximately 1.5 trillion could lead to a sustained rebound [11].