证券日报网讯1月13日，华光新材在互动平台回答投资者提问时表示，公司目前未有产品直接应用于 CPO，公司投资的企业苏州联结科技研发生产的陶瓷基板应用于光模块、半导体激光器等环节，公司投 资比例为5%左右。 ...

Group 1 - The current spring market rally in the technology sector has shown internal differentiation, with traditional themes like computing power, PCB, and CPO underperforming compared to satellite navigation, commercial aerospace, and brain-computer interfaces [1] - As of Q3 2025, the top three sectors in fund holdings are electronics (26%), electric new energy (12%), and pharmaceuticals (10%), collectively accounting for 48% of total holdings, making it challenging to sustain significant excess returns [1] - The influx of new capital has been primarily driven by substantial inflows into A500 ETF, which has spread to margin trading, small orders, and private equity, indicating a trading-oriented capital structure [1] Group 2 - Current non-consensus themes to watch include opportunities in non-ferrous metals, brain-computer interfaces, semiconductors, robotics, AI applications, and insurance [2] - The trading heat in popular sectors is not overly heated, with significant ETF inflows and high earnings growth expectations for the respective industries [3] Group 3 - TMTG plans to start construction of the world's largest commercial fusion power plant in 2026, aiming for a capacity of 50MW initially and a long-term goal of 350-500MW, with the first power generation targeted for 2031 [4] - The fusion industry is experiencing a resonance of "policy, industry, and capital," with strong policy support as fusion is included in China's 14th Five-Year Plan and recognized as a core future industry [4] - Various technological paths, including stellarators and Z-pinch, are receiving capital investment, with companies like Helical Fusion signing power purchase agreements and domestic startups completing significant financing rounds [5] Group 4 - Investment opportunities in the fusion industry are expected to concentrate on midstream equipment and upstream materials, including magnets, power supplies, and heating systems as engineering logic strengthens [6]

格隆汇1月13日丨华光新材(688379.SH)在投资者互动平台表示，公司目前未有产品直接应用于CPO，公 司投资的企业苏州联结科技研发生产的陶瓷基板应用于光模块、半导体激光器等环节，公司投资比例为 5%左右。 （原标题：华光新材(688379.SH)：目前未有产品直接应用于CPO） ...

深化"双轮驱动"战略转型，光伏设备稳健发展公司主营业务为高端自动化装备与智能制造执行系统软件 的研发、设计与生产，并成功通过收购全球光电子及半导体自动化封装测试设备领先制造商ficonTEC， 构建"清洁能源+泛半导体"双轮驱动发展战略，客户涵盖 Intel、Cisco、Broadcom、NVIDIA、Ciena、 Lumentem、华为等一批全球知名的半导体、光通信、激光雷达等行业龙头企业。公司光伏业务覆盖 PERC、TOPCon、HJT、XBC 等主流技术路线，设备在产能、碎片率等关键指标上处于国内领先、国 际先进水平；泛半导体业务则聚焦于硅光芯片、光模块、激光雷达、光学传感器、生物传感器等前沿领 域的封装、耦合与测试设备，为国家支柱产业及战略性新兴产业提供优质高端配套设备。 CPO 产业化进程加速，核心设备供应商地位稳固CPO 技术旨在将交换ASIC 芯片与硅光引擎集成在同一 高速主板上，通过降低信号衰减与系统功耗，以应对高算力背景下传统可插拔光模块的速率瓶颈。公司 全资子公司ficonTEC 是全球极少数能够为800G 以上硅光电子、CPO 光模块提供全自动封装耦合设备的 企业，是全球硅光模块领导企业 ...

Market Overview - The three major A-share indices collectively adjusted, with the Shanghai Composite Index down 0.03% to 4163.84 points, the Shenzhen Component Index down 0.31%, and the ChiNext Index down 0.83% [1] - The North Stock 50 Index decreased by 0.27% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 24,684 billion yuan, an increase of 1,360 billion yuan compared to the previous day, with over 2,800 individual stocks declining [1] Sector Performance - Precious metals prices reached historical highs, leading to a significant increase in the precious metals sector [1] - The medical services, gaming, and CRO (Contract Research Organization) sectors showed notable gains [1] - Several companies issued risk warning announcements, resulting in a widespread decline in commercial aerospace stocks [1] - The military equipment, controllable nuclear fusion, and CPO (Contract Production Organization) sectors experienced the largest declines [1] Individual Stock Highlights - The new "Yi Zhongtian" continued to perform strongly, with "Yidian Tianxia" and "Tianlong Group" achieving three consecutive trading limit increases [1] - "Chinese Online" saw a rise of over 14% [1]

09:25 A股开盘丨三大指数集体高开 沪指高开0.11%，深成指高开0.21%，创业板指高开0.07%，科创综指低开0.12%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | W/ | 4169.70 | 4.42 | 0.11% | | 399001 | 深证成指 | NA | 14397.68 | 30.78 | 0.21% | | 399006 | 创业板指 | 3 | 3390.69 | 2.35 | 0.07% | | 000680 | 科创综指 | No | 1853.18 | -2.21 | -0.12% | 2026.01.13 本文字数：596，阅读时长大约1分钟 作者 |一财阿驴 09:30AI应用方向延续强势，引力传媒7天6板，易点天下、卓易信息、迪安诊断、利欧股份、省广集团 均3连板。 恒生指数高开1.32%，恒生科技指数涨1.93%。科网股全线走强，阿里巴巴、阿里健康涨近5%，小鹏汽 车涨逾4%，金蝶国际、比亚迪股份涨逾3%。兆易创新H股上市高开45 ...

2026.01. 12 德福科技低开超11%，公司终止收购卢森堡铜箔100%股权。 本文字数：615，阅读时长大约1分钟 作者 | 一财阿驴 09:32 商业航天概念继续走强，巨力索具、杭萧钢构3连板，通宇通讯、电科芯片涨停，信科移动、 星图测控、泰胜风能等涨超10%。 09:31 科创50指数涨幅扩大至1%，现报1491.58点。 09:25 A股开盘丨沪指高开0.35% 沪指高开0.35%，深成指高开0.47%，创业板指低开0.13%，科创综指高开0.86%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | N | 4134.89 | 14.47 | 0.35% | | 399001 | 深证成指 | M | 14186.86 | 66.71 | 0.47% | | 399006 | 创业板指 | N | 3323.64 | -4.18 | -0.13% | | 000680 | 科创综指 | 2 | 1818.96 | 15.56 | 0.86% | 盘面上，AI应用题材活 ...

盘面上，AI应用题材活跃，电商、短剧游戏方向涨幅靠前；商业航天指数持续发酵。 09:32 商业航天概念继续走强，巨力索具、杭萧钢构3连板，通宇通讯、电科芯片涨停，信科移动、星图测控、泰胜风能等涨超10%。 09:31 科创50指数涨幅扩大至1%，现报1491.58点。 09:25 A股开盘丨沪指高开0.35% 德福科技低开超11%，公司终止收购卢森堡铜箔100%股权。 | | 31 .44 -4.05 -11.41% | | | | 德福科技 301511 交易 | 立即 | | --- | --- | --- | --- | --- | --- | --- | | | SZSE CNY 9:25:00 休市 查看L2全景 | | | 疑似减持受限通 融 △ ○ + | | | | 委比 | 77.86% 委差 | 1013 | | Wind ESG评级A | | 详情 | | 卖五 | 31.94 | 10 | 文生 | -12.15% 120日 | | 27.91% | | 卖四 | 31.88 | 12 | 5日 | -14.17% 250日 | | 141.29% | | | 31.80 | 3 | ...

债市：国债期货全线下跌，截至发稿，30年期主力合约跌0.23%，10年期主力合约跌0.05%，5年期主力 合约跌0.07%，2年期主力合约跌0.03%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | TL | CFFEX30年期国f しべ | | 110.70 | -0.25 | -0.23% | | 1 | CFFEX10年期国f / | | 107.730 | -0.055 | -0.05% | | TF | CFFEX5年期国债 | | 105.530 | -0.075 | -0.07% | | TS | CFFEX2年期国债 | | 102.336 | -0.026 | -0.03% | | 511010 | 国债ETF | z | 139.817 | -0.087 | -0.06% | 商品：国内商品期货大面积下跌，截至发稿，多晶硅跌超9%，沪镍跌超4%，氧化铝、焦炭、纯碱、沪 银、工业硅、烧碱跌超2%，焦煤、BR橡胶、20号胶、硅铁、沪铜跌近2%。涨幅方面，低硫燃料油涨超 3%，SC原油涨超2%。 ...

A股三大指数今日震荡走弱，截至收盘，沪指微跌0.07%报4082.98点录得15连阳，深证成指跌0.51%，创业板指跌0.82%。全市场成交额2.82万亿元，较前一 交易日缩量568亿元，超3700股上涨，超百股涨停。 | 上证指数 | 深证成指 | 北证5( | | --- | --- | --- | | 4082.98 | 13959.48 | 1508.3 | | -2.79 -0.07% -71.08 -0.51% +12.10 +0 | | | | 科创50 | 创业板指 | 万得全, | | 1455.17 | 3302.31 | 6659.2 | | +11.78 +0.82% -27.39 -0.82% +5.11 +0 | | | | 沪深300 | 中证500 | 中证A5( | | 4737.65 | 7894.54 | 5830.5 | | -39.01 -0.82% +19.46 +0.25% -29.68 -0 | | | | 中证1000 | 中证2000 | 中证红和 | | 7971.59 | 3356.89 | 5574.6 | | +65.17 +0.82% +42.98 ...