人民财讯1月12日电，据天奇股份（002009）消息，1月12日，采埃孚集团执行副总裁、亚太区总裁汪润 怡一行到天奇股份参观交流。汪润怡一行实地参观了天奇股份具身智能机器人工业数据采集与实训中 心、企业展厅及汽车智能装备研发试验中心，详细了解了公司在服务汽车全生命周期的战略布局与创新 实践。 ...

Group 1 - The A-share market is experiencing a year-end rally with accelerated rotation of hot sectors, including commercial aerospace, brain-computer interfaces, storage chips, controllable nuclear fusion, and photolithography [1] - In December 2025, a total of 155 public fund institutions participated in A-share research, with Huaxia Fund leading with 100 research sessions [1][5] - As of January 11, 2026, stocks with multiple hot concepts have shown significant price increases, resulting in several "double stocks," while some stocks have experienced rapid declines due to short-term speculation [1] Group 2 - The brain-computer interface concept stock, Entropy Technology, was the most researched in early 2026, with 132 institutions participating in three research sessions [2] - Entropy Technology received a warning letter from the Guangdong Securities Regulatory Commission for five major violations, including inaccurate revenue recognition and related party transaction disclosures [2] - Superjet Co., involved in commercial aerospace, attracted 109 institutions for three research sessions in January, discussing its rocket structure component production line [3] - Guanglian Aviation, a leading private enterprise in aerospace equipment, also attracted significant attention with 79 institutions participating in two research sessions [3] - Dineike, focusing on smart home and medical communication devices, engaged 60 institutions in research, with a focus on its brainwave interaction technology [4] Group 3 - In December 2025, public fund institutions conducted over 3,400 research sessions across 451 stocks in 29 primary industries [5] - Notable strong stocks since December 2025 include Superjet Co. and Hualing Cable, with price increases exceeding 150%, while others like Guanglian Aviation and Haoshi Electromechanical saw increases over 120% [6] - Some popular stocks, such as Tianming Technology, experienced significant price corrections due to clarifications regarding their business focus [6]

Group 1 - The A-share market is experiencing a year-end rally with accelerated rotation of hot sectors, including commercial aerospace, brain-computer interfaces, storage chips, controllable nuclear fusion, and photoresist [1][3] - In December 2025, a total of 155 public fund institutions participated in A-share research, with Huaxia Fund leading with 100 research sessions [1][7] - Notably, stocks with multiple hot concepts have shown significant price increases, resulting in several "double stocks," while some stocks have experienced rapid declines due to short-term speculation [1][8] Group 2 - The brain-computer interface concept stock, Entropy Technology, has been the most researched since the beginning of 2026, attracting 132 institutions, including 36 public funds [3] - Superjet Co., involved in commercial aerospace, has also gained attention, with 109 institutions participating in its research sessions, focusing on its rocket structure component production line [4] - Guanglian Aviation, a leading private enterprise in aerospace equipment structure, has attracted 79 institutions for its research, emphasizing its participation in national projects [4] Group 3 - Companies like Dineike, focusing on smart home and medical communication devices, have attracted 60 institutions, with interest in their brainwave interaction technology [5] - Other notable companies include Guojijiang Precision Engineering and Tangyuan Electric, which are involved in commercial aerospace and robotics, respectively, attracting significant institutional interest [5] - Prior to the year-end rally, institutions had already begun research layouts, with 71 public institutions conducting at least 20 research sessions each in December 2025 [7] Group 4 - Since December 2025, several stocks have shown strong performance, with Superjet Co. and Hualing Cable seeing price increases of over 150%, while others like Guanglian Aviation and Haoshi Electromechanical have risen over 120% [8] - Conversely, some stocks, such as Tianming Technology, have experienced significant price corrections due to clarifications regarding their business focus, leading to a nearly 20% decline in early January 2026 [8]

1月6日，省委书记信长星在南京调研期间，走访位于雨花台区的"AI.镜界"南京人工智能生态街区及翼 辉信息、中科创达（300496）两家企业。今年，雨花台区将深入实施"人工智能+"行动，持续拓展"AI. 镜界"人工智能生态街区功能，加快大模型、智算集群、高质量数据集等核心基础设施建设，高效运营 智能体集散中心，力争集聚AI品牌企业超400家，推动软件业务收入达到3850亿元。 通过以升级优势产业、发展战略性新兴产业、培育未来产业为抓手，区域数字经济的辨识度与竞争力不 断提升。省级以上专精特新企业、独角兽瞪羚企业、上市企业，数量均居主城第一。深化"数实融合"发 展新质生产力，区内轨道交通动力装备、智能特种机器人跻身工信部"中小企业特色产业集群"。 今后五年是基本实现社会主义现代化的关键时期。雨花台区提出，到2030年基本建成"能级升、创新 优、民生善、生态美、治理稳"的新雨花，其中软件业务收入超过5000亿元，规上工业总产值超过700亿 元。为此，该区将进一步完善"2+2+N"产业格局，推动软件与信息服务业等传统产业做大做强，支持智 能网联汽车等战略性新兴产业快速集聚，加快培育具身智能机器人等未来产业。 本报讯( ...

Core Viewpoint - Ananda's new smart manufacturing project aims to enhance its production capacity and R&D capabilities, focusing on electric drive systems for electric two-wheelers and expanding into the robotics sector [2][3] Group 1: Project Overview - The smart manufacturing project has a total investment of approximately 523 million yuan and plans to construct around 83,700 square meters of facilities [2] - The project will be divided into three main sections: new production capacity, R&D center construction, and auxiliary facilities [2] - The project is expected to be fully completed within two years, significantly increasing the production capacity of various motors and controllers [2] Group 2: R&D and Technological Advancements - The project will focus on upgrading the R&D center and attracting high-end technical talent, along with establishing a CNAS-certified laboratory to enhance R&D capabilities [2] - It aims to serve as a high-end R&D and precision manufacturing base targeting overseas markets, promoting digitalization, automation, and flexibility in production [2] Group 3: Market Potential and Industry Growth - The electric two-wheeler and robotics industries are rapidly developing, with the smart manufacturing project expected to support Ananda's future performance growth [3] - The domestic sales of electric two-wheelers are projected to steadily increase in the coming years due to policy guidance and technological innovation, while the international market holds significant potential [3]

汉威科技（300007.SZ）1月10日在投资者互动平台表示，募投项目"MEMS 传感器封测产线建设"主要用 于MEMS传感器的封测，其中包含MEMS气体传感器、MEMS压力传感器等多种产品，上述产品可以应 用于多个下游应用领域。 每经AI快讯，有投资者在投资者互动平台提问：公司12日发布的募集资金项目结余公告提到的MEMS传 感器封测产线建设，项目已达到预定使用状态，此项目的产品是否可以为具身智能机器人提供"电子 鼻"，此项目投产后的产品主要用于哪些方面？ （记者 王晓波） ...

此外，以上列举车型的背后，也能看到Momenta、黑芝麻智能和轻舟智航等玩家的身影。 就在"智驾平权"成为去年智驾行业发展的主旋律时，智驾算法的迭代也已走向收敛。 从算法架构来看，有了理想、小鹏和元戎启行为代表的"VLA阵营"和华为乾崑为代表的"世界模型阵 营"，由此在去年行业中掀起了端到端、VLA和世界模型三条路线的争论。 当整个行业期待特斯拉会像前几年那样给予新的启发时，他们却向行业展示了这三条路线融合的方案。 由此到去年底整个行业的目标，就变成让自动驾驶和智驾功能更加好用。 转自：公众号 文｜飞说智行11 周雄飞 2025年的智驾行业战局，已接近无限透明。 自去年比亚迪把高阶智驾功能下放到10万元以下的车型后，其他车企相继跟进，奇瑞iCAR V23、吉利 银河A7、长安启源Q05、零跑B10和埃安霸王龙等产品陆续上市，价位都在10万元级别且搭载高阶智驾 功能。 车企们如此抢市场和优势的同时，站在车企身后的智驾企业们，同样把10万级市场作为布局重点。 以卓驭为例，截至去年底宝骏云海、东风纳米等多款10万级量产车型已搭载他们的高阶智驾方案；地平 线CEO余凯在去年技术生态大会上透露今年要把高阶智驾方案带到1 ...

中证报中证网讯(记者孟培嘉)在1月6日至9日举行的2026年国际消费电子展(CES2026)期间，星动纪元携 星动L7、星动Q5、星动XHAND1、星动XHAND1Lite组成的人形机器人产品矩阵亮相，依托"软硬一体 化全栈自研"技术积淀，全方位呈现了"从技术突破到场景落地"的商业化探索成果。 星动纪元聚焦人形机器人"身体"与"大脑"的协同进化，打造物理世界中的通用智能体，推动具身智能机 器人更好适配真实应用场景。其中，"身体"维度具备三大核心性能优势：动力输出稳定，可适配高强度 作业需求；灵巧操作精准，能高效完成精细操作任务；运动稳定性可靠，确保在复杂环境中自适应持久 稳定。"大脑"维度则具备三大核心智能能力：学习效率高，依托少量数据即可快速掌握新技能；泛化性 强，能灵活匹配不同类型任务场景；鲁棒性强，可提升技能落地的实用性与稳定性。 据悉，截至目前，星动纪元海外业务占比已达50%，覆盖北美、欧洲、中东、日韩等核心市场。 ...

Core Viewpoint - GAC Group is experiencing significant growth in sales and is actively transforming its operations and product offerings to adapt to the evolving automotive industry landscape [1][3][4]. Sales Performance - In December 2025, GAC Group's vehicle sales exceeded 187,400 units, representing a month-on-month increase of 4.3%. The total vehicle sales for the year reached 1.7215 million units, with terminal sales at 1.8135 million units [1]. - The total sales for the fourth quarter surpassed 537,800 units, marking a 25.56% increase compared to the third quarter, achieving positive growth for three consecutive quarters [1]. - GAC's overseas sales for its self-owned brands approached 130,000 units, reflecting a year-on-year growth of 47% [1]. Brand Performance - GAC Aion's December sales reached 42,000 units, with a month-on-month growth of 10%. GAC Trumpchi's annual sales of new energy vehicles surpassed 150,000 units [3]. - GAC Toyota's annual sales reached 756,000 units, a year-on-year increase of 2.4%. GAC Honda's December sales exceeded 50,000 units, with a month-on-month growth of 23.3% [3]. Organizational Transformation - GAC Group is implementing the "Panyu Action" integrated reform to enhance organizational efficiency and break traditional operational boundaries [4]. - The company has shifted to a user demand management approach, transforming its organizational structure to be more process-oriented and project-based [4]. - GAC has reduced the new vehicle development cycle to 18-21 months and lowered R&D costs by over 10%, improving overall business efficiency by approximately 50% [4]. Technological Advancements - GAC is focusing on core technologies and advanced applications, achieving breakthroughs in the fields of electrification and intelligent driving [8][10]. - The "Star Source Range Extender" technology was launched in 2025, achieving an oil-electric conversion rate of 3.73 kWh/L, and has been recognized as one of the world's top ten range extender systems [10]. - GAC's ADiGO GSD intelligent driving assistance system now covers 99.9% of road scenarios, and the new ADiGO intelligent cockpit has improved interaction response speed by three times [10]. International Expansion - GAC Group's "One GAC 2.0" strategy aims to accelerate global market, product, and capacity expansion, with plans to introduce five new models to overseas markets in 2025 [21][23]. - The company has established operations in 86 countries and regions, with over 630 outlets and five KD factories in Nigeria, Thailand, Malaysia, Indonesia, and Cambodia [25]. Ecosystem Development - GAC is actively building an industrial ecosystem and expanding strategic partnerships, including collaborations with Huawei and JD.com [27]. - The company has established the largest V2G microgrid in the country and has over 23,000 self-operated charging piles, enhancing its energy service capabilities [25][27].

Core Insights - JD's self-developed AI plush toys sold out upon launch, with multiple restocks planned, indicating strong market demand for AI products [1][3] - The newly established "Chameleon Business Unit" will focus on commercializing key AI products, including JoyAI App, JoyInside, and digital humans [2] - The AI toy market is experiencing significant growth, with third-party brands also seeing high sales, averaging around 300 yuan per unit [1] Group 1: AI Product Development - JD has upgraded its AI model brand to JoyAI, with the JoyAI App designed to leverage multi-modal large model technology and a complete supply chain ecosystem [4] - JoyInside, JD's intelligent brand, has partnered with over 40 leading robot and AI toy brands to integrate systems into their products [4] - JD's self-branded products, including AI plush toys, clocks, and lamps, are part of its strategy to capture a wide audience, with a second batch of AI toys set to launch in mid-January [4] Group 2: Market Trends and Projections - The global AI edge market is expected to grow significantly from 321.9 billion yuan to 1.22 trillion yuan between 2025 and 2029, with a compound annual growth rate of 40% [5] - The competition in AI hardware is intensifying, with products like the "Doubao phone" generating considerable interest in the market [5] - JD's investment in intelligent robotics, with over 10 billion yuan allocated to support 100 brands achieving over 1 billion yuan in sales, highlights the company's commitment to this sector [6] Group 3: Strategic Focus and Future Outlook - The focus of AI competition is shifting from technology development to practical applications, emphasizing value creation and sustainable returns [6] - The next phase of competition among major internet companies will center on securing market share for new super app entry points and AI product purchasing channels [6] - The emergence of various AI edge products and large model technology indicates a significant shift in the industry landscape, with the first successful AI product being crucial for market positioning [6]