Market Overview - The A-share market continues its "opening red" trend, with the Shanghai Composite Index reaching a ten-year high. All three major indices closed higher, with the Shanghai Composite Index gaining 1.5%, the Shenzhen Component Index up 1.4%, and the ChiNext Index increasing by 0.75% [1] - The trading volume in the Shanghai and Shenzhen markets reached 2.81 trillion yuan, an increase of 260.2 billion yuan compared to the previous trading day. The market saw over a hundred stocks hitting the daily limit for two consecutive days, with high interest in sectors such as intelligent driving, commercial aerospace, and brain-computer interfaces [1] Intelligent Driving Sector - The intelligent driving concept was active today, with the Intelligent Automobile ETF rising by 4.16%. The industry is expected to see breakthroughs due to technological advancements and the implementation of policies and regulations. The Ministry of Industry and Information Technology has conditionally approved L3 product applications from two car manufacturers, marking a new phase of commercialization for intelligent driving in China [2] - At the CES 2026 conference, NVIDIA's CEO announced new AI inference technology for intelligent driving and a partnership with Mercedes to produce autonomous vehicles. Companies like Qianli Zhijia and Geely also launched new assisted driving brands at CES, indicating significant advancements in the sector [2] Chemical Industry - The chemical industry is expected to see improvements in supply-demand dynamics as supply-side reforms deepen and carbon peak initiatives progress. The Shaanxi Development and Reform Commission has proposed increasing electricity prices for high-energy-consuming products, which could raise costs for industries like chlor-alkali and calcium carbide, potentially leading to the exit of high-cost facilities [3] - The current "14th Five-Year Plan" is crucial for advancing carbon peak goals, with measures being implemented to control energy consumption, including the elimination of preferential electricity prices for high-energy-consuming products and the phasing out of chemical facilities over 20 years old. Investors are advised to pay attention to opportunities in leading chemical ETFs [3] Gold Market - The rising tensions in South America are increasing global uncertainty, which may enhance the safe-haven appeal of gold in the short term. In the medium to long term, loose liquidity and de-dollarization are expected to support gold prices. The long-term investment value of gold is viewed positively, with recommendations for investors to consider gold fund ETFs during market pullbacks to lower costs [3] - Central banks remain significant buyers of gold, and despite substantial increases in holdings over the past three years, the amount held is still relatively low compared to historical geopolitical turning points. Surveys indicate a continued moderate increase in gold purchases by central banks [3]

Market Performance - The Shanghai Composite Index achieved a 1.5% increase, reaching 4084 points, marking a nearly ten-year high with a consecutive thirteen-day rise[1] - The Wande All A Index rose by 1.59%, with a total trading volume of 2.83 trillion yuan, an increase of 265 billion yuan compared to the previous day[1] - The Hang Seng Index increased by 1.38%, while the Hang Seng Technology Index rose by 1.46%[1] Capital Flows - Southbound capital inflow was 2.879 billion HKD, lower than the previous day's inflow of 18.72 billion HKD[1] - Major inflows were seen in China Ping An and Alibaba, with net inflows of 1.84 billion HKD and 1.62 billion HKD respectively, while China Mobile and Tencent saw outflows of 875 million HKD and 804 million HKD[1] Bond Market Trends - The bond market continued to show weakness, with the 30-year government bond futures falling by 0.31% to 110.93 yuan, a new low since 2025[1] - The yields on 7-year, 10-year, and 30-year government bonds rose by 2.4 basis points, 2.2 basis points, and 2.6 basis points to 1.76%, 1.88%, and 2.31% respectively[4] Investment Sentiment - The implied volatility increased, indicating a rising FOMO (Fear of Missing Out) sentiment in the market, although the CSI 300 ETF IV index remains at a relatively low level[2] - The market is characterized by a bullish atmosphere, with traditional sectors like finance, consumption, and real estate performing well, alongside strong performances in technology and battery storage sectors[2] Commodity Market Insights - Precious metals led the commodity market, with silver rising by 7.06% and gold increasing by 1.27%[6] - The copper market showed strong performance due to supply constraints and inventory optimization, with significant price increases expected[8]

然而，在新能源汽车产销两旺的当下，新能源车险市场却存在"车主喊贵、险企喊亏"的两难困境，产业 快速发展与保险保障滞后的矛盾日益凸显。有业内专家认为，此次《指导意见》的发布，标志着广东将 从省级政策层面，引导保险业与汽车产业进行一场深刻的供需适配与逻辑重构。 市场透视："三高"困局待解 随着科技进步，智能驾驶正走进我们的生活。近日，工业和信息化部宣布我国首批L3级有条件自动驾 驶车型获得产品准入许可，标志着自动驾驶首次以"产品身份"进入公共交通体系。这一变革不仅重塑了 汽车产业格局，也对传统车险体系提出了前所未有的挑战。 近日，广东金融监管局等九部门联合印发《关于支持我省保险业高质量发展助力广东在中国式现代化建 设中走在前列的指导意见》（下称《指导意见》），强化保险服务制造强省建设。记者注意到，这份聚 焦战略性新兴产业保险保障的政策文件中，不仅重申了对新能源汽车的保险支持，更首次明确提出"探 索开发智能驾驶责任保险产品"。 作为全国新能源汽车产业的"领头羊"，2024年广东新能源汽车产量占全国1/4，相当于全国每4辆新能源 汽车就有1辆"广东造"。2025年以来，我国新能源汽车保有量持续提升，前11个月新能源汽 ...

证券日报网讯1月6日，德赛西威（002920）在互动平台回答投资者提问时表示，目前公司主要为销售汽 车电子产品，另外，公司在稳固核心主业根基的同时，积极把握市场机遇，前瞻性布局具有战略意义的 新产品与新业务领域。依托在汽车电子领域沉淀的核心技术与体系化能力，以及智能驾驶域控产品、传 感器、算法等方向的发展积累，公司持续开展机器人领域探索与研究，并已正式发布机器人智能基座 AICube，相关战略合作处于保密阶段，后续如有可公布的进展可留意公司官方发布的信息。 ...

Core Viewpoint - The article highlights the recent actions of Youjia Innovation, including share buybacks and insider purchases, as signals of confidence in the company's future growth and valuation recovery [2][3][4]. Group 1: Company Actions - Youjia Innovation announced a share buyback plan not exceeding HKD 200 million, indicating confidence in its business outlook and financial health [3]. - The chairman, Liu Guoqing, purchased an additional 50,000 shares at an average price of HKD 13.94 per share, totaling 100,000 shares over two days, demonstrating commitment to the company's growth [3][4]. - Major shareholders voluntarily extended the lock-up period for their shares, reinforcing their confidence in the company's long-term value [4]. Group 2: Financial Performance - In the first half of 2025, Youjia Innovation reported revenue of CNY 346 million, a year-on-year increase of 46%, with gross profit rising 54.8% to CNY 52 million and a gross margin of 15% [6]. - The company has established a strong competitive position in the intelligent driving sector, successfully commercializing both L2 and L4 technologies [6][7]. Group 3: Market Position and Growth - Youjia Innovation has partnered with 42 vehicle manufacturers, including major brands like SAIC and Chery, and is expanding its international presence [7]. - The L4 business is entering a phase of scale, with expected revenues in the tens of millions for 2025, driven by various applications such as autonomous minibuses and logistics vehicles [7]. - The company is well-positioned to benefit from industry policy shifts towards L3 autonomous driving, enhancing its growth prospects in smart vehicle systems [8].

Core Viewpoint - The company is focusing on applications in smart cockpits, body control, domain control, and intelligent driving, aiming to provide automotive-grade products such as DC/DC converters, linear power supplies (LDO), smart high/low side switches, and camera PMICs [2] Group 1 - The company has been continuously expanding its customer base in the new energy vehicle sector since its listing [2]

13连阳的市场我们该如何操作呢？和讯投顾孔晓云分析称，今天大盘量能再一次出现了大幅放大，收盘 更是站在最高点两个字，追高当然是不要的，因为我们早已做好埋伏。 今天的盘面已经超越昨天的趋势了，板块之间轮动上涨，资金方面雨露均沾，盘面良好发展，但一直这 样下去也不可能的，所以从指数层面会有阴线出现，但阴线实体不会很大，因为资金还在进行下一步的 抢筹，主线方向出现回落，考虑做加法即可。板块方面，人脑工程、商业航天、智能驾驶、机器人等今 天继续走强，市场最近一直在围绕着老马的言论进行炒作，从市场情绪面看，短期没有结束的迹象可以 继续格局，记住只低吸不追高，但短期冲高后期还是会回调，回落也是下一个阶段的机会。 有色金属板块今天强势崛起，消息面上有地缘冲突，再起引发了晚间黄金白银等有色期货大涨。总的原 则就是证券扛下棋情绪回归，盘面健康，继续躺平不动。 ...

2026.01. 06 ▲ 1.50% ▲1.40% ▲0.75% A股三大指数延续开年强势,市场呈现"普涨、放量、风格均衡"特征。受益于保险、证券等 大金融板块大涨,上证指数再刷新逾十年新高,录得13连阳,深证成指受益于科技与消费板 块联动,涨幅紧随其后,创业板指因成长股稳定贡献,保持温和上涨态势。 4101 家上涨 1 21 8家下跌 涨跌停比 44:2 市场呈现"科技领涨、多点开花"鲜明格局。脑 机接口概念爆发,掀起涨停潮,半导体、智能驾 驶、商业航天等同样表现活跃,券商、保险、有 色金属、化工涨幅靠前。美容护理、元件、家居 用品有所调整。 两市成交额 万亿元 ▲9.3% 两市成交额持续放量,创阶段性新高。是政策 利好、资金面宽松、板块轮动及市场情绪共振 的综合结果。科技、金融、周期、消费等板块均 能获得资金关注,显示市场风格从"单一赛道" 向"均衡配置"转变。 资金情绪 主力资金净流出 . 5 0亿元 55.22% 上 证 指 数 4083.67 a see a see a money and the see a many of the season and the many of 天你冲了还是撤了 ...

个人观点仅供参考，文章中任何内容均不对您构成任何投资建议，据此操作，风险自担。 股市有风险，投资需谨慎。 资讯所属栏目还有更多独家策划、专家专栏，免费查阅>> 大盘这边，正如昨晚所说，你先不用去管什么时候调整，因为每次调整都是倒车接人的机会，这就是你 持股的底气，而且这里表现的越强，等调整时踏空资金介入的才更加坚决，当然类似于这两天这种放量 拉升也不可能每天上演，所以明后天可能会逐步显露出一些分歧特征，不过还是那句话，分歧就是倒车 接人的机会，即便有调整幅度也不会太大，等大盘真要调整的时候，我们也会及时提醒大家的。 来自深圳市新兰德证券投资咨询有限公司【马爱华】【执业编号：A0780623080001】 大盘13连阳，做不对题材都白搭，明天又有哪些题材值得关注？咱们先看图中所示，首当其冲仍是咱们 一直提示的商业航天，别看昨天强度不如脑机，我们的建议很简单，分歧就是低吸的良机，不过商业航 天运行至今内部分化开始加大，此时关注的方向有两块， 一块是高位核心辨识度的高抛低吸，另一块 是低位新出的补涨，中位股的风险可能会逐步加大。 至于脑机接口，别看今天强度仍排第一，但是很明显涨停的全是二板，首板居然是0，正如昨晚所 ...

Investment Rating - The report maintains a "Recommended" rating for the automotive industry, indicating a positive outlook for the sector's fundamentals and expectations for the industry index to outperform the benchmark index [5]. Core Insights - The year 2026 is projected to be a breakthrough year for the smart driving and robotaxi industries, with significant advancements expected [3]. - Nvidia's release of the open-source VLA (Vision-Language-Action) model, Alpamayo 1, is anticipated to catalyze developments in autonomous driving, with the first vehicle equipped with this model, the Mercedes CLA, expected to hit the roads in the U.S. in Q1 2026 [2]. - The report highlights the expected growth in the robotaxi sector, with Waymo projected to exceed 450,000 rides per week by 2025 and Tesla's robotaxi operations expanding significantly in Austin, which is expected to have a notable financial impact in the second half of 2026 [3]. - Regulatory advancements are also noted, with the Ministry of Industry and Information Technology granting L3 access licenses to two companies, and the Ministry of Public Security announcing the initiation of national standards for autonomous driving regulations [3]. Industry Overview - The automotive industry comprises 267 companies, with a total market capitalization of 4,785.2 billion and a circulating market capitalization of 4,146.4 billion [5]. - The industry has shown strong performance, with absolute returns of 8.0% over one month, 26.4% over six months, and 54.0% over twelve months [7]. - Relative performance against the benchmark has also been positive, with 5.1% over one month, 7.9% over six months, and 29.0% over twelve months [7]. Related Companies - Key players in the industry include Bertel, Nexteer, Horizon Robotics, Black Sesame, Desay SV, and others involved in various aspects of smart driving technology and robotaxi operations [4].