Core Viewpoint - The article emphasizes the importance of efficiently filtering and interpreting key announcements in the market to identify investment opportunities, enabling investors to grasp market dynamics quickly before trading begins [1]. Group 1: Selected Highlights - On January 5, a significant order worth 7.8 billion yuan was reported for Xusheng Group (603305), leading to a rapid increase in stock price, reaching a limit up and accumulating over 16% gains since the alert [2]. - On January 8, Allxin Co., Ltd. (300447) was highlighted for its role in aerospace and defense, resulting in a stock price increase of 5.66% on January 9 [2]. - Zhongwu Drone (688297) received attention for securing over 100 million yuan in contracts for military drones, with its stock price rising by 8% after an initial increase of 12% [2]. Group 2: Industry Insights - A semiconductor giant, AMD's largest packaging supplier, is involved in advanced packaging, CPO, storage chips, artificial intelligence, and is backed by national funds [3]. - A company supplying storage chips and drones is also a key player in the energy storage and solid-state battery sectors, providing products to leading power battery companies like CATL and Guoxuan High-Tech [3]. - Another company is planning to build the largest integrated production base for color masterbatch in China, focusing on sodium-ion batteries, PCB concepts, chips, and biodegradable plastics [3].
【公告臻选】先进封装+CPO+存储芯片+人工智能+华为海思概念+国家大基金持股!公司是半导体巨头AMD最大封测供应商
第一财经·2026-01-11 14:14