Group 1 - The Hong Kong stock market showed positive performance with the Hang Seng Index rising by 1.38% to 26,710.45 points, and the Hang Seng Tech Index increasing by 1.46% to 5,825.26 points, indicating a bullish sentiment in the market [1] - The brokerage sector led the gains, with notable increases such as China Merchants Securities up over 12%, Guotai Junan International up over 11%, and CICC up over 8% [1] - In the large tech stocks, Tencent Holdings rose by 1.28%, JD.com increased by 1.58%, while Alibaba fell by 1.31%, reflecting mixed performance among major tech companies [1] Group 2 - Goldman Sachs forecasts stable performance for Macau gaming stocks in Q4, with gross gaming revenue in the previous month rising by 15% year-on-year to 20.9 billion MOP, slightly above market expectations [2] - The annual gross gaming revenue growth is projected to be slightly above 9%, compared to market expectations of 7% to 8%, indicating a positive outlook for the sector [2] - The increase in inbound travelers to Macau, particularly from mainland China, is expected to support the gaming sector, with a 22% year-on-year increase in mainland visitors [2] Group 3 - Galaxy Securities expresses optimism about the AI sector, noting a slight decline in December but highlighting opportunities for left-side positioning in AI hardware such as optical modules and PCBs [3] - The report indicates that the market is currently experiencing a divergence, with a focus on short-term trading opportunities, while the overall sentiment is influenced by external factors like interest rate expectations [3] - Some AI application companies have shown marginal improvements in Q3 earnings, suggesting potential for growth in specific sub-sectors and leading companies [3] Group 4 - Huafu Securities emphasizes the importance of solid-state batteries as a transformative technology in the industry, recognized for their high energy density and safety [4] - The shift towards solid-state battery technology is expected to disrupt existing material and equipment systems, prompting global innovation and competition [4] - The year 2027 is identified as a critical milestone for achieving small-scale production and process standardization in solid-state battery development [4]

Market Overview - The Shanghai Composite Index experienced a rare 13 consecutive days of gains, breaking the previous high from November 14, 2025, and reaching a new high since July 2015, closing up by 1.50% [1] - The market saw over 4,100 stocks in the green, with significant contributions from financial sectors such as brokerage, insurance, and internet finance [1] Seasonal Trends - According to Zheshang Securities, the first quarter typically sees a "spring rally," where small and mid-cap growth indices perform best, setting the stage for February's market performance [1] Key Sectors Financial Sector - Major financial stocks like Dazhihui and Hualin Securities hit the daily limit, while China Ping An reached a new five-year high [1] Brain-Computer Interface - The brain-computer interface sector saw a surge, with nearly 20 stocks hitting the daily limit, driven by breakthroughs in clinical trials for a new fully implanted device [3] - The industry is expected to enter a critical phase of large-scale application, supported by policy backing and ongoing technological advancements [3] Non-Ferrous Metals - The non-ferrous metals sector strengthened, with companies like Luoyang Molybdenum and Zijin Mining reaching historical highs, influenced by rising global metal prices [4] - The London Metal Exchange reported significant price increases for tin and copper, indicating strong demand and supply dynamics [4] Solid-State Batteries - The solid-state battery sector experienced a rally, with several stocks hitting the daily limit, following the announcement of a commercially viable solid-state battery by Donut Lab [5] - The sector is expected to progress towards industrialization, supported by policy focus and active participation from industry players [5] Semiconductor Sector - The semiconductor sector remained active, with storage chips and semiconductor equipment leading the gains, as companies like Beifang Huachuang reached historical highs [6] - Price increases for DRAM chips were reported, with significant hikes expected in Q1 2026 [7] Institutional Insights - Guotai Junan Securities highlighted the internal trend of a "transformation bull market" in China, driven by economic shifts and capital market reforms [8] - Debon Securities expressed optimism for a slow bull market following the New Year, with expectations for continued upward movement in the A-share market [8] - Dongfang Securities noted that the market's upward trend is supported by strong investor confidence and the commercialization of new industries like brain-computer interfaces and AI [9]

交易所数据显示，固态电池概念早盘异动拉升，板块内多只个股上涨。 芬兰电动出行技术公司Donut Lab在1月5日宣布，将在美国当地时间6日举行的2026 CES电子消费展上， 首发其全球首款可商业化、具备量产条件的全固态电池，并强调"现已可投入生产"。根据公司官方介 绍，该款电池具备多项突破性技术指标：能量密度高达400Wh/kg，较当前顶级锂离子电池提升超 33%；支持5分钟快速满电；循环充放电次数可达10万次，远超传统锂电的5000次上限；在-30℃至 100℃的极端温度区间内容量保持率仍超99%，且安全性更高，生产过程不使用稀有材料。公司首席执 行官表示，该电池已具备吉瓦时级量产能力，并计划于2026年第一季度开始为Verge Motorcycles的摩托 车提供动力，标志着全固态电池技术首次从实验室走向真正的商业量产应用。 固态电池的产业化落地离不开专用生产设备的支持。与液态锂离子电池生产线相比，全固态电池的生产 在电极制备、电解质复合、电芯组装和化成等环节存在显著差异，需要全新的设备解决方案。例如，干 法电极涂布设备、固态电解质薄膜制备设备、高压致密化设备等将成为产业链中的关键环节。在产业化 突破前 ...

截至9月30日，金博股份股东户数1.43万，较上期增加7.13%；人均流通股14262股，较上期减少6.66%。 2025年1月-9月，金博股份实现营业收入6.18亿元，同比增长40.34%；归母净利润-2.76亿元，同比减少 88.84%。 分红方面，金博股份A股上市后累计派现1.04亿元。近三年，累计派现2351.85万元。 机构持仓方面，截止2025年9月30日，金博股份十大流通股东中，景顺长城新能源产业股票A类 （011328）位居第三大流通股东，持股411.06万股，相比上期减少3308.00股。香港中央结算有限公司位 居第七大流通股东，持股258.61万股，相比上期减少41.78万股。国泰金鹰增长灵活配置混合（020001） 位居第八大流通股东，持股258.46万股，为新进股东。景顺长城成长龙头一年持有期混合A类 （011058）、景顺长城优选混合（260101）、景顺长城创新成长混合（006435）、景顺长城环保优势股 票（001975）退出十大流通股东之列。 责任编辑：小浪快报 1月6日，金博股份盘中上涨2.04%，截至14:21，报30.52元/股，成交1.09亿元，换手率1.78%，总市值 ...

Market Overview - The Shanghai Composite Index (沪指) reached 4057 points, breaking the previous high from November 14, 2025, and marking the highest level since July 2015 [1] - The index has achieved a record of 12 consecutive daily gains, the longest since 1993, with the previous record being 11 consecutive gains [7] Sector Performance - The healthcare sector, particularly companies involved in brain-computer interfaces, saw significant gains with Xiangyu Medical (翔宇医疗) and Aipeng Medical (爱朋医疗) hitting the 20% daily limit up [2][3] - Solid-state battery stocks experienced a surge, with companies like Pulit (普利特) and Jinlongyu (金龙羽) reaching their daily limit up, while others like Aotwei (奥特维) and Daoshi Technology (道氏技术) rose over 10% [3][5] Investment Insights - The solid-state battery market is projected to see demand exceed 150 GWh by 2030, with companies like Donut Lab announcing the first commercially viable solid-state battery at the CES 2026 [6] - Investment recommendations focus on equipment manufacturers capable of complete line delivery and those benefiting from process improvements in solid-state battery production [6]

Market Performance - The Shanghai Composite Index reached a new high since July 3, 2015, at 4061.12 points on January 6, with overall market trading activity being robust, as the combined trading volume of the Shanghai and Shenzhen markets exceeded 1 trillion yuan shortly after 10 AM [1] Sector Performance - The metal, insurance, and brokerage sectors showed significant gains, with Huayin Securities (002945) hitting the daily limit, and Huashan Securities (600909) rising over 9%. Other securities firms such as Northeast Securities, Huatai Securities, and Caida Securities also experienced upward movement [1] Concept Trends - The brain-computer interface concept continued its strong performance from the previous day, with related indices rising over 4%. Stocks like Aipeng Medical (300753), Xiangyu Medical, Meihao Medical (301363), and Innovation Medical (002173) reached their daily limits [3] - According to a report by Open Source Securities, the brain-computer interface industry is in a high-growth phase driven by technological breakthroughs, policy support, and expectations of robotic ecosystem collaboration [3] Solid-State Battery Developments - On January 5, Finnish electric mobility technology company Donut Lab announced it would debut the world's first commercially viable solid-state battery at the 2026 CES, emphasizing that it is now ready for production [3] - Guangfa Securities noted that solid-state batteries have entered the pilot production stage, with equipment manufacturers benefiting from industrial breakthroughs, and some companies have already shipped related equipment and are collaborating with downstream clients for process validation [3]

风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供 参考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构 成投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产 品要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 1月6日， 智能汽车ETF（159889）涨超1.2%。 兴业证券指出，2026年汽车以旧换新政策延续，并调整为按车价比例补贴，利好中高端车。新能源 乘用车补贴比例为车价的12%（最高2万元），燃油乘用车为10%（最高1.5万元）；置换更新新能源车 补贴8%（最高1.5万元），燃油车6%（最高1.3万元）。与2025年定额补贴相比，新政策精准挂钩车 价，高端电动车补贴金额稳定， ...

非银金融板块盘中快速拉升，其中被视为"牛市旗手"或"市场风向标"的券商股强劲上行，华林证券（002945）冲上涨停，华安证券（600909）、东北证券 等多股大涨。 | < ロ | 券商指数(886054) 11968.03 392.47 +3.39% | | | O | | --- | --- | --- | --- | --- | | 资料 | 资讯 成分 | | 相关基金 | 月度收益 | | 华林证券 | | 17.84 | 9.99% | 0.00% | | 002945.SZ | | | | | | 华安证券 | | 7.58 | 9.70% | -0.26% | | 600909.SH | | | | | 1月6日，沪指高开高走，截至午盘收盘，沪指涨1.14%，创十年新高。深成指涨0.81%，创业板指跌0.04%。沪深两市半日成交额1.8万亿，较上个交易日放 量1455亿，全市场近3700只个股上涨。 | 上证指数 | 深证成指 | 科创综指 | | --- | --- | --- | | 4069.38 | 13940.24 | 1713.58 | | +45.96 +1.14% +111.6 ...

记者丨黎雨桐 易妍君 见习记者林健民 编辑丨曾静娇 从板块来看，脑机接口概念延续强势，十余只成分股涨停，三博脑科、美好医疗、创新医疗2连板。 | < 日 | 脑机接口指数(8841700) | | | | | --- | --- | --- | --- | --- | | | 2022.48 85.06 +4.39% | | | | | 资料 新 | 成分 相关基金 | 资讯 | | 月度收益 | | 爱朋医疗 | | 39.96 | 20.00% | 0.00% | | 300753.SZ | | | | | | 翔宇医疗 | | 87.12 | 20.00% | 0.00% | | 688626.SH | | | | | | 美好医疗 | | 34.63 | 19.99% | 0.00% | | 301363.SZ | | | | | | 创新医疗 | | 26.03 | 10.02% | 0.00% | | 002173.SZ | | | | | | 航天长峰 | | 25.45 | 9.98% | 0.00% | | 600855.SH | | | | | 非银金融板块盘中快速拉升，其中被视为"牛市旗 ...

Group 1 - The securities sector experienced a significant surge, with Huayin Securities hitting the daily limit, and Huazheng Securities rising nearly 9% [3] - The A-share market showed positive momentum, with the Shanghai Composite Index breaking through the high point of November 14, 2025, reaching its highest level since July 2015 [1] - The Hong Kong stock market also saw gains, with the Hang Seng Index and Hang Seng Tech Index both rising, and notable stocks like Pop Mart and China Hongqiao increasing by over 3% [5][6] Group 2 - The solid-state battery concept saw a notable rise, with Jinlongyu hitting the daily limit, and several other companies following suit [7] - The chemical sector showed strength, particularly in the salt chemical direction, with companies like Zhongtai Chemical and Luhua Technology reaching the daily limit [11] - The semiconductor equipment sector continued to perform well, with Jinhai Tong hitting the daily limit and other companies like Jingyi Equipment and Zhongwei Company showing significant gains [12]