北京商报讯1月22日，七匹狼在投资者互动平台表示，截至目前，公司主营业务及未来战略规划中，未 涉及AI4S相关业务布局。公司聚焦主业经营，积极关注并高度重视技术创新，推动产品竞争力和运营 效率的提升。后续如有相关重大布局，将严格履行信息披露义务。 （文章来源：北京商报） ...

证券日报网讯1月22日，七匹狼（002029）在互动平台回答投资者提问时表示，截至目前，公司主营业 务及未来战略规划中，未涉及AI4S相关业务布局。公司聚焦主业经营，积极关注并高度重视技术创 新，推动产品竞争力和运营效率的提升。后续如有相关重大布局，将严格履行信息披露义务。 ...

Core Viewpoint - The company, Seven Wolves (002029.SZ), has stated that it currently does not have any business layout related to AI4S in its main operations and future strategic planning [1] Group 1: Business Focus - The company is focused on its main business operations and is actively paying attention to and valuing technological innovation [1] - The company aims to enhance product competitiveness and operational efficiency [1] Group 2: Future Disclosures - The company will strictly fulfill its information disclosure obligations if there are any significant future layouts related to AI4S [1]

Market Overview - On January 20, A-share indices weakened, with the ChiNext Index dropping over 1%, the Shanghai Composite Index down 0.27%, and the Shenzhen Component Index down 0.81%. Nearly 2,700 stocks in the Shanghai and Shenzhen markets declined [1] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion, a decrease of over 40 billion compared to the previous day, with an expected total trading amount of over 2.7 trillion for the day [1] Index Performance - Shanghai Composite Index: 4,102.05, down 0.29%, with 1,179 gainers and 1,075 losers [2] - Shenzhen Component Index: 14,171.44, down 0.86%, with 1,348 gainers and 1,471 losers [2] - ChiNext Index: 3,303.22, down 1.03%, with 636 gainers and 728 losers [2] AI Sector - The AI4S concept showed signs of recovery, with stocks like Subote hitting the daily limit, and ZhiTe New Materials reaching a historical high. Other companies such as Qicai Chemical and Zhongcheng Technology also saw gains. Citic Securities noted that as model capabilities improve, especially in reasoning and long-window costs, the commercialization of AI downstream applications is accelerating [2] Solar Energy Sector - The photovoltaic concept continued to rebound, with Haiyou New Materials rising over 10%. Institutions pointed out that SpaceX has confirmed the P-type HJT battery technology route for large-scale economic production of space solar cells, marking a potential turning point for space photovoltaic energy as a strategic solution for commercial aerospace and high-end applications [3] Real Estate Sector - The real estate sector experienced a volatile rebound, with City Investment Holdings hitting the daily limit and other companies like Poly Development and China Merchants Shekou also rising. According to the National Bureau of Statistics, new residential sales prices in first-tier cities fell by 0.3% month-on-month in December 2025, with Shanghai seeing a slight increase of 0.2% [3]

Investment Rating - The report maintains an "Overweight" rating for the computer sector [4]. Core Insights - In January, Qianwen App achieved over 100 million monthly active users (MAU) and fully integrated with Alibaba's ecosystem to create a "Super Agent" [3][4]. - Alibaba Cloud is significantly increasing its investment in AI infrastructure, aiming to capture 80% of the incremental AI cloud market in China by 2026 [4]. - The brain-computer interface (BCI) industry is experiencing dual drives from policy and capital, with a focus on medical applications and ambitious targets set for 2027 and 2030 [4]. - AI4S is benefiting from policy support, with significant potential for applications in pharmaceuticals and new materials, as well as global innovation in AI applications [4]. Summary by Sections Qianwen App and AI Assistant - Qianwen App's MAU surpassed 100 million within two months of launch, integrating over 400 new features and becoming the first AI assistant to achieve a full-service chain from "search-decision-payment-fulfillment" [4]. Alibaba Cloud Investment - Alibaba Cloud plans to invest over 380 billion yuan in AI infrastructure over the next three years, with a goal to dominate the AI cloud market in China by 2026 [4]. Brain-Computer Interface Industry - The Shanghai government has issued a plan for BCI development, targeting high-quality "brain control" by 2027 and establishing a global innovation hub by 2030 [4]. - Zhejiang Qiang Brain Technology recently raised approximately 2 billion yuan for R&D and production, focusing on non-invasive technologies for rehabilitation [4]. AI4S Policy Support - The Chinese government has prioritized AI4S in its policy framework, with extensive support for its development across various sectors [4]. - Major tech companies like Apple and Google are collaborating to enhance their AI capabilities, indicating a robust market for AI innovations [4].

Group 1 - The article emphasizes the importance of timely and professional information interpretation in investment decision-making [1] - AI4S has implemented solutions in finance and chemical industries, with applications in digital currency already realized in banking clients [1] - AIDC has achieved significant milestones in embodied intelligence, with its products being adopted in humanoid robots and low-altitude aircraft [1]

Group 1 - The company, Sanyou Chemical, announced that its wholly-owned subsidiary, Tangshan Sanyou Electronic Chemical Co., has been included in the Ministry of Industry and Information Technology's "2025 5G Factory Directory" [1] - The smart factory applications of the company involve information infrastructure, quality control, warehousing logistics, and safety management [1] - Currently, the company does not engage in AI4S (Artificial Intelligence for Services) [1]

Group 1 - The company, Sanyou Chemical (600409.SH), announced that its wholly-owned subsidiary, Tangshan Sanyou Electronic Chemicals Co., Ltd., has been included in the Ministry of Industry and Information Technology's "2025 5G Factory Directory" [1] - The smart factory applications of the company involve areas such as information infrastructure, quality control, warehousing logistics, and safety management [1] - Currently, the company does not engage in AI4S (Artificial Intelligence for Services) [1]

Core Viewpoint - The A-share market has experienced a significant rally, with a 17-day consecutive rise, driven by surges in AI applications and commercial aerospace sectors, leading to a wave of limit-up stocks in related ETFs [1][10]. Group 1: AI Applications - AI application leader Zhite New Materials has been suspended for verification due to a nearly 200% increase over six trading days, marking it as one of the top-performing stocks of the year [3][4]. - Zhite New Materials is recognized for its AI applications and robotics concepts, having secured over $40 million in overseas contracts for its AI4S business [4][12]. Group 2: Commercial Aerospace - The commercial aerospace sector has seen excessive price increases, prompting over ten companies, including China Satellite and Zhimingda, to issue stock trading risk warnings or price fluctuation announcements [5][13]. - Companies like Aerospace Engineering have reported a 150% increase since December, with a rolling P/E ratio of 120, despite their main business not being related to commercial aerospace [5][13]. - Aerospace Development, a leading stock in the commercial aerospace sector, plans to reduce holdings during this period of significant price volatility, involving 8.38 million shares from the controlling shareholder and 7.44 million shares from concerted actors, amounting to approximately 630 million yuan at the current closing price [7][15]. Group 3: Market Sentiment - Given the rapid price increases in the commercial aerospace sector, there is a suggestion for investors to temporarily avoid these stocks to allow for a healthy market correction, indicating that short-term adjustments do not alter the main investment themes for the year [8][16].

Core Viewpoint - The AI industry, known for its "burning money," heavy investment, and fierce competition, is on the verge of entering a profitable era, with significant stock price increases observed in the AI application sector on January 12, 2023 [1][3]. Group 1: Market Performance - The A-share AI application sector saw a collective surge, with stocks like BlueFocus (300058.SZ), Yidian Tianxia (301171.SZ), and Zhongwen Online (300364.SZ) experiencing a 20% increase [1]. - Hong Kong stocks such as Zhipu AI (2513.HK) and MiniMax (0100.HK) also performed strongly, with Zhipu AI rising by 31.4% and MiniMax by 15.36% on January 12 [3]. Group 2: Industry Insights - Guojin Securities predicts that 2026 will be a pivotal year for AI applications, marking the transition from technology validation to large-scale commercial promotion [1]. - The concept of AI for Science (AI4S) is expected to gain traction, with AI playing a significant role in scientific research [3]. - The GEO (Generative Engine Optimization) concept is gaining attention, with expectations for product launches and strategic developments in the first half of 2026 [7]. Group 3: Future Outlook - Multiple analysts agree that 2026 will be the "golden year" for AI applications, driven by technological maturity, supportive policies, and increasing market demand [13]. - The industry is expected to see a shift from "usable" to "user-friendly" applications, with diverse business models becoming effective [13]. - The emergence of intelligent agents is anticipated to be a key highlight in 2026, with significant advancements in automation and efficiency across various sectors [10][11].