Core Viewpoint - The company, Jinyi Industrial (601002.SH), has indicated that its fastener products are not yet applied in the aerospace sector, and the sales of these products in the emerging robotics field are minimal, having a negligible impact on the company's overall performance [1]. Group 1 - The company's fastener products have not been utilized in the aerospace industry [1] - Sales of fastener products in the robotics sector are currently very low, representing a minor portion of the company's revenue [1] - The limited application of fasteners in these emerging fields does not significantly affect the company's financial results [1]

蓝思科技（300433）(06613)涨超4%，截至发稿，涨4.12%，报29.8港元，成交额4.75亿港元。 爱建证券指出，公司首先在消费电子传统业务领域持续工艺创新，其次在机器人和服务器液冷等新兴领 域加大产能投放，同时公司在前沿的商业航天领域也有了领先的技术布局。该行持续看好公司立足于自 身在材料加工和精密制造领域的多年沉淀，向消费电子，机器人，服务器零部件和商业航天领域的业务 推进。 消息面上，蓝思科技1月14日在互动平台表示，目前已为国内外多家头部机器人客户批量交付人形机器 人、四足机器人整机和头部模组、关节模组、灵巧手、结构件等，组装出货规模位居行业前列。近期已 确定成为北美头部机器人客户首批核心供应商，头部模组已通过客户认证，结构件等正在认证中。此前 在CES2026上，蓝思科技首次公开展示了其自主研发的航天级超薄柔性玻璃(UTG)光伏封装解决方案。 ...

消息面上，蓝思科技1月14日在互动平台表示，目前已为国内外多家头部机器人客户批量交付人形机器 人、四足机器人整机和头部模组、关节模组、灵巧手、结构件等，组装出货规模位居行业前列。近期已 确定成为北美头部机器人客户首批核心供应商，头部模组已通过客户认证，结构件等正在认证中。此前 在CES 2026上，蓝思科技首次公开展示了其自主研发的航天级超薄柔性玻璃（UTG）光伏封装解决方 案。 爱建证券指出，公司首先在消费电子传统业务领域持续工艺创新，其次在机器人和服务器液冷等新兴领 域加大产能投放，同时公司在前沿的商业航天领域也有了领先的技术布局。该行持续看好公司立足于自 身在材料加工和精密制造领域的多年沉淀，向消费电子，机器人，服务器零部件和商业航天领域的业务 推进。 智通财经APP获悉，蓝思科技(06613)涨超4%，截至发稿，涨4.12%，报29.8港元，成交额4.75亿港元。 ...

截至2026年1月16日 10:51，国证机器人产业指数(980022)强势上涨3.24%，成分股震裕科技上涨 12.29%，绿的谐波上涨11.69%，步科股份上涨8.76%，奥比中光，三花智控等个股跟涨。机器人ETF鹏 华(159278)上涨3.48%，最新价报1.19元。 机器人板块逆市走强，消息面上，根据Counterpoint Research的报告，2025年全球人形机器人年度装机 量在该年度新增约1.6万台，智元机器人年度人形机器人装机量位居全球厂商榜首，其后依次为宇树科 技、优必选。 机构指出，板块情绪上来看，一季度特斯拉gen3发布，近期多公司董事长赴美敲定订单细节，一季度关 注度或不减，呈现"反复向上，再创新高"特征。 数据显示，截至2025年12月31日，国证机器人产业指数(980022)前十大权重股分别为绿的谐波、双环传 动、机器人、石头科技、科沃斯、三花智控、拓普集团、鸣志电器、领益智造、埃斯顿，前十大权重股 合计占比39.32%。 机器人ETF鹏华(159278)，场外联接(A：025698；C：025699；I：025700)。 机器人ETF鹏华紧密跟踪国证机器人产业指数，国证机器 ...

Group 1 - The chemical sector is experiencing fluctuations, with the Chemical ETF (516020) showing a slight decline of 0.22% as of the latest update [1] - Key stocks in the sector, including Guangdong Hongda, Hanjin Technology, Hengyi Petrochemical, and Chuanfa Longmang, have seen significant declines, with Guangdong Hongda dropping over 3% [1][2] - Recent regulatory developments in the basic chemical industry include the approval of the "Safety Law of Hazardous Chemicals," effective from May 1, 2026, marking a new phase in national safety management [1] Group 2 - Shanghai Securities indicates a recovery in the chemical industry, with expectations of a supply-side slowdown and a new inventory replenishment cycle [3] - Huafu Securities notes that the chemical industry is at a new equilibrium point, with policies reshaping the competitive landscape and new production technologies driving growth [3] - The Chemical ETF (516020) is highlighted as an efficient way to invest in the sector, with nearly 50% of its holdings in large-cap stocks and the remainder in key segments like phosphate and fluorine chemicals [3]

Core Viewpoint - The stock of Zhite New Materials (300986) experienced a significant drop of 20% after resuming trading, following a period of six consecutive trading days of price increases, totaling nearly 200% [1] Group 1: Stock Performance - The stock price increased by 198.57% from January 5 to January 12, 2026, significantly deviating from the market index [1] - The stock reached a trading volume exceeding 1.3 billion yuan during the drop [1] Group 2: Risk Warning - The company issued a risk warning indicating that the stock price is severely misaligned with its fundamentals, suggesting an overheated market sentiment [1] - There is a notable "hot potato" effect in trading, indicating a high risk of a sharp decline in the stock price [1] Group 3: Business Operations - The company does not engage in AI applications, quantum technology, robotics, or commercial aerospace, and has not generated related revenue [1] - The main business activities include the research, production, and sales of aluminum molds, protective platforms, and prefabricated components, which have not changed since the company's listing [1] - The company and its subsidiaries are operating normally, with no undisclosed significant information [1]

每经记者丨肖鸿月 每经编辑丨叶峰 ｜2026年1月16日星期五｜ NO.1 嘉实基金17只产品同日公告分红 公募排排网最新数据显示，截至1月13日，今年以来已有145家公募机构参与A股上市公司调研活动，覆 盖26个申万一级行业中的154只个股，累计调研次数高达999次。 从年初公募机构的调研来看，计算机、电子、医药生物等行业成为热门调研领域，其中，数字人民币、 人工智能、机器人、脑机接口、商业航天等前沿领域最受关注。 1月14日，嘉实基金一次性发布17份基金收益分配公告，包含主动权益、债券、被动指数等多类产品。 具体来看，主动权益类基金中，嘉实主题精选、嘉实增长混合、嘉实量化阿尔法等多只产品公告分红。 其中，嘉实主题精选在2025年已实施4次分红。自成立以来累计分红总额超100亿元。 NO.2 有"老基金"触发比例配售 1月14日，中欧基金发布公告，截至2026年1月12日，中欧小盘成长混合的基金资产净值已超过规模控制 上限20亿元，根据规模控制公告的规定，管理人将对2026年1月12日当日的有效申购申请采用比例确认 的原则给予部分确认，确认比例为47.843581%。 一般来说，比例配售通常发生在新发基金首 ...

进入2026年，A股迎来开门红，新年首周（01.05-01.09）沪指大涨3.82%站上4100点，市场交投活跃， 春季行情是否已展开？今年A股走势如何？华商基金权益投资部总经理、华商均衡成长混合基金经理张 明昕近日表示，2026年市场整体向上的格局有望继续，波动或会加大，结构性机会依然较为显著，AI 产业链、机器人、创新药、固态电池、新消费可重点关注。 张明昕 特许金融分析师（CFA） 华商基金权益投资部总经理 华商均衡成长混合基金经理 张明昕，现任华商基金权益投资部总经理、华商均衡成长混合等基金基金经理，拥有超过10年的证券从 业经历（其中5.3年证券研究经历、4.9年证券投资经历），此前曾任英大保险资管高级权益投资经理、 权益投资部股票投资总监等职。 在投资中，张明昕坚持"基于价值驱动的产业趋势投资"，而非将仓位过于集中在单一赛道做短期博弈。 在刚刚过去的2025年，他管理的华商均衡成长混合基金业绩表现十分亮眼。数据显示，华商均衡成长混 合A年内涨幅高达137.15%，在1895只同类基金中排名第四位，这不仅体现出张明昕强大的主动管理能 力，更为持有人在带来了实实在在的投资获得感。 | 基金筒称 | 近 ...

Core Viewpoint - The overall upward trend of the market is expected to continue in 2026, with increased volatility and significant structural opportunities, particularly in the AI industry chain, robotics, innovative pharmaceuticals, and solid-state batteries [2][3][4]. Market Performance - A-shares have shown strong performance at the beginning of 2026, with the Shanghai Composite Index rising above 4100 points, although there has been some recent adjustment [3][4]. - The market has been active, with trading volumes exceeding 3 trillion yuan for four consecutive trading days [3]. Investment Strategy - Investors are advised to broaden their perspectives and not limit themselves to specific sectors. The focus should be on tracking industry trends and identifying sectors with upward momentum [4][5]. - The investment approach will continue to emphasize systematic tracking and evaluation of industry conditions to identify the best opportunities [4]. Key Sectors to Watch - The AI industry chain is highlighted as a core investment direction, with ongoing developments in AI applications such as software and healthcare [5]. - Robotics is in the early investment stage, with attention on Tesla's supply chain and the potential for large-scale production [5]. - The innovative pharmaceuticals sector is expected to benefit from supportive policies, with significant market potential and profitability anticipated [5]. - Solid-state batteries are on the verge of commercialization, presenting ongoing investment opportunities once technological breakthroughs occur [6]. Economic Context - The macroeconomic environment is expected to foster a relatively loose liquidity situation in the first quarter of 2026, supporting the market's positive outlook [4]. - The dual support of policy and industry-driven growth is seen as crucial for the healthy and high-quality development of the capital market [4][6].

Group 1 - *ST Chengchang and Zhite New Materials announced resumption of trading after completing stock price fluctuation investigations, with trading set to resume on January 16 [2] - *ST Chengchang confirmed that there are no undisclosed matters affecting its stock price, and its production and operational status remain normal [3] - The stock of *ST Chengchang experienced a significant increase, with a cumulative rise of 162.65% from December 5, 2025, to January 12, 2026, and a price of 122.84 yuan per share on January 12, 2026 [3] Group 2 - Zhite New Materials' stock rose 198.57% over six consecutive trading days before being suspended for investigation, with resumption also set for January 16 [5] - The company clarified that it does not operate in popular sectors such as AI, quantum technology, or commercial aerospace, focusing instead on aluminum molds and prefabricated construction products [5] - For the first three quarters of 2025, Zhite New Materials reported approximately 2.023 billion yuan in revenue, a year-on-year increase of 12.09%, and a net profit of approximately 118 million yuan, reflecting a significant growth of 98.65% [5]