Market Analysis - The A-share market shows a "weak Shanghai, strong Shenzhen" pattern, with the Shanghai Composite Index closing at 4112.60, down 0.33%, marking three consecutive days of decline, while the Shenzhen Component Index rose 0.41% to 14306.73 [2] - The overall market turnover decreased significantly to 2.94 trillion yuan, down approximately 1 trillion yuan from the previous day, indicating a contraction in trading activity [2][7] - The market saw a divergence in performance, with 2226 stocks rising and 3121 falling, reflecting a notable reduction in profit-making opportunities compared to earlier periods [2] Sector Performance - Technology and cyclical sectors led the gains, with advanced packaging, photolithography machines, semiconductor materials, and HBM index rising by 3.79%, 3.76%, 3.66%, and 3.27% respectively, driven by U.S. tariffs on certain semiconductor imports [5] - Conversely, sectors that had previously surged, such as commercial aerospace and AI applications, faced significant declines, with commercial aerospace down 4.46% and AI application stocks experiencing a drop of 5.78% [5][7] Policy and Economic Signals - The People's Bank of China (PBOC) is signaling a loosening monetary policy, with structural interest rate cuts expected to support credit growth and stabilize the market [12] - The PBOC's recent actions include a net injection of liquidity through reverse repos and a reduction in the rates for relending and rediscounting, aimed at enhancing support for key sectors [12] - The M1 and M2 growth rates indicate a widening gap, suggesting that while liquidity is ample, short-term corporate vitality remains weak, necessitating further policy measures to boost economic activity [11][12] Commodity Market - The commodity index fell by 0.51%, with a mixed performance across sectors; however, non-ferrous metals showed strength, particularly tin, which surged by 8.30% [15] - Tin prices remain robust due to supply disruptions from geopolitical tensions in the Democratic Republic of Congo and production issues in Myanmar, alongside increased demand from the semiconductor industry [15] Investment Opportunities - Key sectors to watch include AI applications, commercial aerospace, nuclear fusion, quantum technology, brain-computer interfaces, and robotics, all of which are supported by government policies and technological advancements [17] - The report suggests a continued bullish trend in non-ferrous metals, indicating potential investment opportunities in this area [20]

志特新材表示，公司股票短期内涨幅较大，显著偏离大盘指数，但公司基本面未发生重大变化，目前公司股价严重偏 离基本面，存在市场情绪过热情形，公司股票击鼓传花效应明显，存在短期大幅下跌的风险，交易风险极大。 志特新材将于1月16日开市起复牌。 同样将于1月16日复牌的，还有*ST铖昌。作为退市风险警示股，*ST铖昌自2025年11月27日以来，股价连续上涨，至 今年1月12日，累计涨幅达到187%。1月13日开市起，*ST铖昌停牌核查。 1月15日晚，志特新材（300986）、*ST铖昌（001270）两只停牌核查股同日宣布，即将复牌。 志特新材是开年以来A股涨幅最大的公司。信息显示，年初至今志特新材累计涨幅接近200%。1月5日至12日的6个交易 日，志特新材连续20%涨停。由于涨幅过大，1月13日开市起，志特新材停牌核查。 1月15日晚，志特新材在公告中表示，截至目前，公司业务不涉及AI应用、人工智能、量子科技、机器人及商业航天领 域，亦未形成相关收入。自上市以来，公司主营业务为铝模、防护平台、装配式预制件等产品的研发、生产与销售， 未发生任何变化。 *ST铖昌在核查结果公告中表示，公司董事会确认，公司目前没有 ...

来源：@央视财经微博 【#铜价连创新高##铜价飙涨原因#】今年以来，铜价连创历史新高，1月14日，伦敦金属交易所期铜一 度创出每吨13407美元的历史新高；国内铜期货也飙升至每吨10万元以上。某加工企业负责人介绍，AI 算力需求呈爆发式增长，单个芯片功耗从几百瓦飙升至几千瓦，对散热和导电性能提出了严苛要求，因 此一个机柜的线材和散热器用铜量需要数百公斤。分析认为，此次铜价快速上涨，既有供需失衡的影 响，也有情绪溢价与资金炒作等多重因素。从供给来看，秘鲁、智利等南美国家的铜储量占全球40%， 却受能源紧张等因素影响，铜矿市场供应持续紧张。从需求来看，AI数据中心、新能源汽车、机器人 等新兴领域的用铜需求快速增长，成为支撑铜价的重要力量。 ...

Core Viewpoint - Zhite New Materials (300986.SZ) announced that its stock will resume trading on January 16, 2026, following its application and in accordance with relevant regulations [1] Business Operations - Currently, the company does not engage in AI applications, artificial intelligence, quantum technology, robotics, or commercial aerospace, and has not generated any related revenue [1] - Since its listing, the company's main business has been focused on the research, production, and sales of aluminum molds, protective platforms, and prefabricated components, with no changes reported [1] - The company and its subsidiaries are operating normally, and there are no undisclosed significant information [1]

Core Viewpoint - Liyang Chip has established itself as a leading independent third-party professional testing technology service provider in China, driven by continuous innovation in research and development of chip testing solutions [1] Group 1: Company Overview - Since its establishment, the company has developed 44 categories of chip testing solutions and completed mass production testing for thousands of chip models [1] - The company focuses on various fields including industrial control, high-performance computing (CPU, GPU, ISP), automotive electronics, 5G communications, sensors (MEMS), artificial intelligence (AI), storage (Nor/Nand Flash, DDR, HBM), smart IoT (AIoT), autonomous driving, and robotics [1] Group 2: Strategic Partnerships - The company has attracted numerous well-known design companies to form strategic partnerships, leveraging its reliable technical strength and high-quality services [1]

| 序号 | 证券代码 | 证券简称 | 年涨跌幅 | | | --- | --- | --- | --- | --- | | | | | [交易日期] 2026-1-15 [单位] %↓ | | | 1 | 300986.SZ | 志特新材 | | 198.5689 | | 2 | 301171.SZ | 易点天下 | | 100.7901 | | 3 | 002931.SZ | 锋龙股份 | | 94.9211 | | র্য | 603598.5H | 引力传媒 | | 85.4620 | | 5 | 002131.SZ | 利欧股份 | | 84.3972 | | e | 300244.SZ | 迪安诊断 | | 82.9653 | | 1 | 301230.SZ | 涨博医药 | | 76.5031 | | 8 | 002718.SZ | 友邦需顺 | | 71.6750 | | ਰੇ | 688258.5H | 卓易信息 | | 71.3465 | | 10 | 688759.SH | 必贝特-U | | 69.9243 | | 11 | 300246.SZ | 宝彩传 | | 69.7531 | ...

今年最牛股将复牌。 1月15日晚间，志特新材（300986）发布《关于股票交易停牌核查结果暨复牌的公告》，公司股票将于2026年1月16日（星期五）开市起复牌。 行情数据显示，今年开年以来前6个交易日，公司股价连续斩获6个"20cm"涨停板，累计涨幅近200%。1月13日开市起，公司股票停牌核查。 Wind统计数据显示，以最新收盘价计算，志特新材是目前A股市场今年表现最佳股票，其累计涨幅大幅领先排名第二的股票。 | 序号 | 证券代码 | 证券简称 | 年涨跌幅 | | | --- | --- | --- | --- | --- | | | | | [交易日期] 2026-1-15 | | | | | | [单位] %↓ | | | 1 | 300986.SZ | 志特斯材 | | 198.5689 | | 2 | 301171.SZ | 易点天下 | | 100.7901 | | 3 | 002931.SZ | 锋龙股份 | | 94.9211 | | র্ব | 603598.SH | 引力传媒 | | 85.4620 | | 5 | 002131.SZ | 利欧股份 | | 84.3972 | | e ...

今年以来，铜价连创历史新高，1月14日，伦敦金属交易所期铜一度创出每吨13407美元的历史新高；国 内铜期货也飙升至每吨10万元以上。某加工企业负责人介绍，AI算力需求呈爆发式增长，单个芯片功 耗从几百瓦飙升至几千瓦，对散热和导电性能提出了严苛要求，因此一个机柜的线材和散热器用铜量需 要数百公斤。分析认为，此次铜价快速上涨，既有供需失衡的影响，也有情绪溢价与资金炒作等多重因 素。从供给来看，秘鲁、智利等南美国家的铜储量占全球40%，却受能源紧张等因素影响，铜矿市场供 应持续紧张。从需求来看，AI数据中心、新能源汽车、机器人等新兴领域的用铜需求快速增长，成为 支撑铜价的重要力量。 （央视财经） ...

截至目前，公司业务不涉及AI应用、人工智能、量子科技、机器人及商业航天领域，亦未形成相关收 入。自上市以来，公司主营业务为铝模、防护平台、装配式预制件等产品的研发、生产与销售，未发生 任何变化。公司及子公司生产经营正常，不存在应披露而未披露的重大信息。 智通财经APP讯，志特新材(300986.SZ)发布公告，根据《深圳证券交易所上市公司自律监管指引第6号 ——停复牌》等相关规定，经公司申请，公司股票将于2026年1月16日(星期五)开市起复牌。 ...

人民财讯1月15日电，志特新材（300986）1月15日公告，针对近期公司股票异常波动情况，公司董事会 对公司、控股股东、实际控制人及其一致行动人就相关事项进行了核实。截至目前，公司业务不涉及 AI应用、人工智能、量子科技、机器人及商业航天领域，亦未形成相关收入。自上市以来，公司主营 业务为铝模、防护平台、装配式预制件等产品的研发、生产与销售，未发生任何变化。公司目前生产经 营活动一切正常，近期公司经营情况及内外部经营环境未发生重大变化。公司股票将于1月16日开市起 复牌。 ...