贝塔投资智库·2026-01-15 04:29Group 1 - Zhipu (02513) saw a rise of over 5% after announcing a collaboration with Huawei to open-source a new image generation model, GLM-Image, which is the first SOTA multimodal model fully trained on domestic chips [1] - Yuanxu Technology (08637) resumed trading with a nearly 14% increase, currently up 9.44%, as it considers dual primary listings on the Hong Kong and Singapore exchanges to enhance its corporate image and shareholder base [1] - Weichai Power (02338) increased by over 4%, with a month-to-date gain exceeding 20%, as it announced the completion of laboratory research on industry-leading solid-state batteries and is accelerating SOFC capacity enhancement to meet customer demand [1] Group 2 - Woan Robotics (06600) rose over 8.27% after launching the humanoid intelligent robot "onero" designed for real family scenarios at CES [2] - Zhejiang Shibao (01057) increased by over 4.8% following the release of a plan to promote autonomous driving technology innovation and industrial competitiveness [2] - China Rare Earth Holdings (03788) fell over 8.24% after announcing a strategic adjustment to focus resources on the Mt Bundy gold mine project and terminate plans for a spin-off listing of its gold business [2] Group 3 - Lithium battery stocks continued to rise, with Hongqiao Group (08137) up 4.17%, Ganfeng Lithium (01772) up 5.16%, Tianqi Lithium (09696) up 3.94%, and CATL (03750) up 0.83%, following an announcement to reduce the VAT export rebate rate for battery products from 9% to 6% starting April 1 [3] - Valiant Pharmaceuticals (09887) saw a nearly 1% increase after announcing that its dual-specific antibody LBL-024 received fast track designation from the FDA for treating pulmonary neuroendocrine carcinoma [3] - Jinyu Group (02009) dropped over 6.9% after projecting a net loss of 900 million to 1.2 billion yuan for the fiscal year 2025 [4] Group 4 - SF Express (06936) and Jitu Express (01519) opened higher, with SF Express up 2.26% and Jitu Express up 0.26%, after announcing a strategic mutual shareholding agreement involving an investment of 8.3 billion HKD [4] - In the US stock market, AI application software stocks experienced declines, with Applovin (APP.US) down 7.61% and Shopify (SHOP.US) down 5.93% [5] - Bilibili (BILI.US) rose 6.18% after its COO addressed a marketing conference, highlighting strong consumer demand that has driven advertising revenue growth [5] Group 5 - Cryptocurrency-related stocks saw gains, with Strategy (MSTR.US) up 3.66% and Coinbase (COIN.US) up 1.25%, as Bitcoin prices reached a two-month high [6] - Alibaba (BABA.US) increased by 1.73% after reports indicated that its Qianwen app surpassed 100 million monthly active users within two months of launch [6]