利好消息不断！ 1月7日晚间消息，工信部等八部门印发《"人工智能+制造"专项行动实施意见》。其中提到，到2027 年，我国人工智能关键核心技术实现安全可靠供给，产业规模和赋能水平稳居世界前列。推动3—5个通 用大模型在制造业深度应用，形成特色化、全覆盖的行业大模型，打造100个工业领域高质量数据集，推 广500个典型应用场景。 就在同一天，据"工信微报"微信公众号消息，工信部近日印发《工业互联网和人工智能融合赋能行动方 案》，明确将通过实施基础底座升级、数据模型互通、应用模式焕新、产业生态融通等四大行动，推动工 业互联网和人工智能在更广范围、更深程度、更高水平上释放融合赋能效应。 八部门重磅发布 上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 加快传统软件产品和服务升级，拓展软件功能，提升用户体验。推动人工智能与研发设计类、生产控制 类、经营管理类等工业软件深度融合，提升设计生产效率。开展工业智能体技术攻关和应用推广，打造编 程开发智能体，推动智能体云化部署。研制开放协同的智能体协议和接口，提升智能体互联互通互操作效 率。选树一批工业智能体应用典型案例，发布企业级应 ...

Group 1 - The People's Bank of China will conduct a buyout reverse repurchase operation of 1.1 trillion yuan on January 8, 2026, with a term of 90 days [3][4] - The Ministry of Industry and Information Technology and seven other departments issued the "Artificial Intelligence + Manufacturing" action plan, aiming for significant advancements in AI technology and applications by 2027 [3][4] - The Ministry of Commerce announced an anti-dumping investigation on imported dichlorodihydrosilane from Japan, effective January 7, 2026, with the investigation period set from July 1, 2024, to June 30, 2025 [2][3] Group 2 - The Shanghai Futures Exchange announced adjustments to the trading margin and price fluctuation limits for silver futures contracts, effective January 9, 2026 [4] - Companies such as Zhongke Lanyun expect a net profit increase of 366.51% to 376.51% in 2025, driven by significant growth in the fair value of investments [6] - Chuanjinno anticipates a net profit increase of 144.24% to 172.64% in 2025 [6]

Key Points - The People's Bank of China will conduct a buyout reverse repurchase operation of 1.1 trillion yuan on January 8, 2026, with a term of 90 days [6] - China has increased its gold reserves for 14 consecutive months, with a total of 74.15 million ounces as of December 2025, reflecting an increase of 30,000 ounces [7] - The Ministry of Industry and Information Technology and seven other departments have issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'," aiming for significant advancements in AI technology and applications in manufacturing by 2027 [7][8] - The Ministry of Commerce announced an anti-dumping investigation on dichlorodihydrosilane from Japan, effective January 7, 2026, with the investigation period set from July 1, 2024, to June 30, 2025 [6] - The Shanghai Futures Exchange will adjust the margin ratio and price fluctuation limits for silver futures contracts starting January 9, 2026 [8] Company News - Fenglong Co., Ltd. has experienced an eight consecutive trading limit increase and may apply for a trading suspension if the stock price continues to rise abnormally [11] - Goldwind Technology has reported no significant changes in its operating conditions after two consecutive trading limits [12] - Zhongke Lanyun expects a net profit increase of 366.51% to 376.51% for 2025, driven by significant growth in the fair value of investments [12] - Chuanjinno anticipates a net profit increase of 144.24% to 172.64% for 2025 [13] - Kouzi Jiao expects a net profit decrease of 50% to 60% for 2025 [16] - Kechuan Technology's subsidiary has completed the first chip trial for silicon photonics but has not yet generated revenue [17]

Industry Insights - The Ministry of Industry and Information Technology issued the "Action Plan for the Integration of Industrial Internet and Artificial Intelligence," aiming to enhance the integration of AI in the industrial sector, with a target of upgrading at least 50,000 enterprises by 2028 [2][6] - The brain-computer interface company Strong Brain Technology recently completed approximately 2 billion yuan in financing, marking the second-largest financing in the brain-computer interface sector after Neuralink [6] - The National Medical Products Administration is optimizing the review and approval process for urgently needed foreign drugs to meet clinical demands, encouraging simultaneous global R&D and applications in China [6] Market Developments - The copper market is expected to see an upward trend in 2026, with domestic copper prices exceeding 100,000 yuan/ton by the end of 2025, driven by supply-demand improvements and intense long-term contract negotiations [4][7] - Starlink has connected over 9 million active users across seven continents, indicating a growing market for satellite internet services [7] Company Updates - Lenovo announced a collaboration with NVIDIA to establish an "AI Cloud Super Factory," with the latest NVIDIA technology being a key component of this partnership [9] - ByteDance's TikTok Shop reached 400 million active consumers in 2025, with a GMV nearing 100 billion USD, ranking fifth among global e-commerce platforms [10] - Alphabet's market capitalization reached 3.89 trillion USD, surpassing Apple's 3.85 trillion USD, highlighting divergent AI strategies between the two companies [10]

专题：四大证券报精华 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月8日（星期四），今日报刊头条主要内容精华如下： 中国证券报 2025年12月外储规模小幅上升 国家外汇管理局1月7日发布的数据显示，截至2025年12月末，我国外汇储备规模为33579亿美元，较11 月末上升115亿美元，升幅为0.34%。国家外汇管理局表示，2025年12月，受主要经济体货币政策、宏 观经济数据等因素影响，美元指数下跌，全球金融资产价格涨跌互现。汇率折算和资产价格变化等因素 综合作用，当月外汇储备规模上升。 1.1万亿元买断式逆回购今日落地 中国人民银行1月7日发布消息，为保持银行体系流动性充裕，中国人民银行8日将以固定数量、利率招 标、多重价位中标方式开展11000亿元买断式逆回购操作，期限为3个月（90天）。Wind数据显示，1月 8日将有11000亿元3个月期买断式逆回购到期。由此，央行1月8日开展11000亿元买断式逆回购操作，意 味着当月3个月期买断式逆回购等量续做，也是该政策工具连续第三个月等量续做。 规范平台规则 两部门发布规 市场监管总局1月7日消息，市场监管总局和国家网信办近 ...

Core Insights - The report highlights a continuous increase in China's gold reserves, reaching 7.415 million ounces by the end of December, marking a month-on-month increase of 30,000 ounces, which is the 14th consecutive month of growth [5][8] - The report discusses a meeting held by multiple departments regarding the power and energy storage battery industry, focusing on regulating competition and protecting patents among leading companies [5][8] - The Ministry of Industry and Information Technology has issued an action plan to promote the integration of industrial internet and artificial intelligence, aiming for significant improvements in this area by 2028 [5][8] Market Performance - The A-share market showed slight upward movement, with the Shanghai Composite Index closing at 4,085.77, up 0.05%, and the Shenzhen Component Index at 14,030.56, up 0.06% [4] - The report notes that the average P/E ratios for the Shanghai Composite and ChiNext indices are 16.76 and 51.81, respectively, indicating a favorable long-term investment environment [12][13] - The report indicates that the financial and non-ferrous metal sectors are leading the market, with significant interest in coal, non-ferrous metals, and power equipment sectors [12][13] Industry Analysis - The report mentions a significant increase in pig prices, with a month-on-month rise observed, while the supply of live pigs remains ample [15][34] - The gaming industry is noted for steady growth, with animation films leading box office revenues, indicating a shift in consumer preferences [19][21] - The report highlights the establishment of a committee for humanoid robots, suggesting a growing focus on this technology as a key area in the U.S. tech strategy [25][26] Investment Recommendations - The report suggests focusing on sectors such as soft drinks, health products, and baked goods for investment opportunities, particularly in light of the recent performance of these segments [15][34] - It recommends monitoring the semiconductor and AI sectors, as these are expected to see continued growth and investment potential [11][27] - The report emphasizes the importance of stable dividend-paying stocks in traditional engineering machinery and shipbuilding sectors, alongside emerging technologies like humanoid robots [27][28]

特朗普称将不允许军工企业派息和回购后，军工巨头齐跌，其中诺思罗普·格鲁曼收跌5.5%、洛克希德·马丁跌近5%，雷神科技盘后一度跌超 5%；特朗普要禁止机构投资者买美国独栋住宅，黑石收跌5.6%。 纳斯达克金龙中国指数收跌1.58%，房多多收跌超8%，满帮跌超7%，阿特斯跌超6%，尚高生命科学涨超48%，脑再生科技涨60%。 美"小非农"ADP就业增长逊色，美债收益率刷新日低，ISM数据后，美债收益率有所回升，两年期美债收益率转升。美国ISM服务业指数公布 后，美元涨幅扩大、逼近逾三周高位；离岸人民币盘中跌超百点逼近7.0关口、刷新今年内低位。 金属狂欢熄火。白银和铂金领衔贵金属跳水：期银盘中跌超6%，现货铂金一度跌近8%，黄金盘中跌超1%；工业金属全线回落：伦铜跌超2%、 告别纪录高位，伦镍跌超3%。原油两连跌至三周新低，美油盘中跌超2%。 Gemini电视登场CES，谷歌打响客厅革命第一枪。 大家早上壕！ 先看海外要闻： 美国经济数据喜忧参半、地缘政治风险高企，美股涨势遭打压，标普和道指跌落纪录高位，但纳指三连阳；收盘标普500跌0.34%，道指跌 0.94%，纳指涨0.16%。 谷歌母公司收涨2.5%，2 ...

Group 1 - The Ministry of Industry and Information Technology and seven other departments issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'", aiming to promote the deep application of 3-5 general large models in manufacturing by 2027, create 100 high-quality data sets in industrial fields, and establish 500 typical application scenarios [1][1][1] - The People's Bank of China reported that the gold reserves at the end of December reached 74.15 million ounces (approximately 2306.323 tons), an increase of 30,000 ounces (about 0.93 tons) month-on-month, marking the 14th consecutive month of gold accumulation [1][1][1] - The Ministry of Industry and Information Technology released the "Action Plan for the Integration of Industrial Internet and Artificial Intelligence", which aims to expand the scale of new industrial networks that meet the high throughput, low latency, high reliability, and low jitter communication needs by 2028, with a target of implementing new industrial network upgrades in no less than 50,000 enterprises [1][1][1] Group 2 - The Ministry of Commerce announced an anti-dumping investigation on imported dichlorodihydrosilane from Japan, with the investigation period set from July 1, 2024, to June 30, 2025, and the industry damage investigation period from January 1, 2022, to June 30, 2025 [1][1][1] - The Shanghai Futures Exchange adjusted the price limit for silver futures contracts AG2601, AG2602, AG2603, and AG2604 to 16%, with the margin ratio for maintaining positions set at 17% and for general positions at 18% [1][1][1] - Multiple departments held a symposium on the power and energy storage battery industry, focusing on controlling production capacity, managing price wars, and protecting patents to address industry "involution" [1][1][1] Group 3 - China Ping An Life Insurance Company announced that Ping An Asset Management, entrusted with Ping An Life's funds, will invest in Agricultural Bank of China H-shares, reaching 20% of the bank's equity by December 30, 2025, triggering a mandatory disclosure under Hong Kong market rules [1][1][1] - Liyang Chip responded to rising storage prices, indicating that some product lines are experiencing tight testing capacity, leading some customers to request price increases to secure output [1][1][1] - Guanglian Aviation announced that Tianjin Yuefeng, as a core supplier for Tianbing Technology's Tianlong No. 3, will undertake the manufacturing tasks for the entire rocket storage tank and some structural components [1][1][1] Group 4 - Heng Rui Medicine announced that its innovative Class 1 drug, Rilafurpu α injection, has been approved for market launch, with no similar products approved domestically or internationally [1][1][1] - The announcement from *ST Sunshine indicated that the controlling shareholder is planning a change of control, leading to a suspension of trading [1][1][1] - The three consecutive board announcements from Pulit indicated that LCP film technology has a high barrier to entry and is the only company in China to achieve breakthroughs in this technology, collaborating with overseas clients on applications in brain-computer interfaces [1][1][1]

Group 1 - The Ministry of Commerce has initiated an anti-dumping investigation into imported dichlorodihydrosilane from Japan, following a domestic industry's application, citing a 31% price drop and increased import volume from 2022 to 2024 [1] Group 2 - Eight departments, including the Ministry of Industry and Information Technology, have issued an implementation opinion aiming for secure and reliable supply of key AI technologies by 2027, with plans to develop 3-5 general models for deep application in manufacturing [2] - The initiative includes creating 100 high-quality industrial data sets and promoting 500 typical application scenarios, while fostering 2-3 globally influential enterprises and a number of specialized small and medium-sized enterprises [2] Group 3 - The People's Bank of China announced a 1.1 trillion yuan reverse repurchase operation to maintain liquidity in the banking system, with a term of 90 days, indicating expectations for potential interest rate cuts in early 2026 [3] Group 4 - China's central bank has increased its gold reserves for the 14th consecutive month, reaching 7.415 million ounces (approximately 2306.323 tons) by the end of December, with a month-on-month increase of 30,000 ounces [4] Group 5 - The Ministry of Industry and Information Technology aims to promote the upgrade of new industrial networks for at least 50,000 enterprises by 2028, enhancing the integration of industrial internet and AI [5] Group 6 - The National Medical Products Administration is optimizing the review and approval process for urgently needed foreign drugs already on the market, encouraging simultaneous global research and application in China [6] Group 7 - The U.S. stock market showed mixed results, with the Dow Jones falling by 466 points (0.94%) while the Nasdaq rose by 37 points (0.16%), indicating a rotation in market funds affecting financial and energy stocks [8] Group 8 - The dollar index rose by 0.10% to 98.677 points, while various commodities such as gold and oil experienced declines, with gold futures down 0.73% to $4463.50 [10] Group 9 - The Ministry of Industry and Information Technology has issued a plan to enhance industrial intelligent computing power supply, encouraging the deployment of edge computing devices and promoting the integration of industrial internet with computing centers [13] Group 10 - The National Medical Products Administration emphasized the need for increased inspections and checks on key drug varieties to support pharmaceutical research and innovation, aiming for a high level of drug safety [14]

•人民银行公告，为保持银行体系流动性充裕，2026年1月8日，中国人民银行将以固定数量、利率招标、多重价位中标方式开展11000亿元买断式逆回购操 作，期限为3个月（90天）。（新华财经） •人民银行数据显示，截至2025年12月末，黄金储备报7415万盎司（约2306.323吨），环比增加3万盎司（约0.93吨），为连续第14个月增持。国家外汇管理 局数据显示，截至2025年12月末，我国外汇储备规模为33579亿美元，较11月末上升115亿美元，升幅为0.34%。至此，我国外汇储备规模已连续5个月上 升，且全年始终稳定在3.2万亿美元上方。（新华财经） •市场监管总局网监司司长朱剑桥7日表示，市场监管总局和国家网信办近日联合发布了《直播电商监督管理办法》。办法针对直播电商行业特点，强化监管 手段，将流量管控纳入监管工具箱；将数字人主播等人工智能生成内容纳入监管，避免新技术成为生成或传播虚假信息的"挡箭牌"，促进人工智能技术在直 播电商领域的规范应用。此外，办法将私域直播纳入调整范围，要求其他网络服务提供者根据具体服务内容依法履行相应的平台经营者义务。（新华财经） 转自：新华财经 •八部门聚力推出"人工智能 ...