智通财经APP获悉，1月5日港股市场，北水成交净买入187.23亿港元，其中港股通(沪)成交净买入98.09亿港元，港股通(深)成 交净买入89.14亿港元。 北水净买入最多的个股是盈富基金(02800)、快手-W(01024)、小米集团-W(01810)。北水净卖出最多的个股是腾讯(00700)、中 国移动(00941)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W | 26.65亿 | 29.04亿 | 55.70亿 | | HK 09988 | | | -2.39 Z | | 中芯国际 | 26.76 乙 | 26.73亿 | 53.49 乙 | | HK 00981 | | | +296.90万 | | 盈富基金 | 52.79 乙 | 702.11万 | 52.86亿 | | HK 02800 | | | +52.72 乙 | | 腾讯控股 | 14.93亿 | 19.31 乙 | 34.23 亿 | | HK 00700 | | | -4.38 Z | | :洪映圖中 | 13.42 乙 ...

Core Viewpoint - The machine tool industry is experiencing significant growth, driven by advancements in technology and increasing demand across various sectors such as automotive, aerospace, and consumer electronics. The global market is projected to reach $73.2 billion in 2024 and $93.7 billion by 2031, with China and the US being the largest consumers [9][11][15]. Upstream Components - The upstream segment of the machine tool industry includes essential components such as tool magazines, spindles, and rotary tables. These components are crucial for enhancing the efficiency and automation of machining processes [3][4][5]. - The global market for tool magazines is expected to reach $1.203 billion in 2024, spindles at $1.608 billion, and rotary tables at $1.720 billion [5]. Global Competition Landscape - Major manufacturing countries are focusing on the machine tool sector as a strategic area for development, emphasizing self-sufficiency in core technologies and supply chain resilience [7]. - Various countries have implemented policies to support the machine tool industry, including China's emphasis on key technologies, Germany's Industry 4.0 initiative, and Japan's support for small and medium enterprises [8]. Market Size and Growth - The global machine tool market is projected to grow from $73.2 billion in 2024 to $93.7 billion by 2031, indicating a robust growth trajectory [9]. - In China, the machine tool market is expected to reach $26.5 billion in 2024, with projections of $37.2 billion by 2030 [11]. Regional Production and Consumption - China, Japan, Germany, Italy, and the US are the top five machine tool production regions, with China showing significant trends in import substitution, particularly in metal forming and CNC machine tools [17]. - By 2031, the demand for various types of machine tools is expected to continue growing, with China and the US accounting for over 50% of global consumption [15]. Export and Import Trends - In 2024, China's machine tool exports are projected to exceed $8.21 billion, surpassing Germany for the first time, with major export destinations including Southeast Asia, Russia, and Brazil [26][28]. - The import value for machine tools in China is expected to be $5.49 billion in 2024, reflecting a clear trend towards import substitution over the past five years [28]. Company Rankings - The global machine tool market in 2024 will see several Chinese companies ranked among the top 25, indicating a growing presence in the international market [24]. - The leading companies by market share include Yamazaki Mazak (Japan) at 5.86%, Trumpf (Germany) at 4.21%, and DMG Mori Seiki (Japan) at 3.63% [25].

3、公司是否会往大金额订单上牵引？ 证券代码：301563 证券简称：云汉芯城 云汉芯城（上海）互联网科技股份有限公司 投资者关系活动记录表 编号：2026-001 投资者关系活 动类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □电话会议 □其他：（请文字说明其他活动内容） 参与单位名称 及人员姓名 天风证券：刘鉴 时间 2026 年 1 月 5 日 地点 上海市松江区千帆路237弄9号13层云汉芯城办公室 上市公司接待 人员姓名 董事、首席财务官、董事会秘书：周雪峰 投资者关系活 动主要内容介 绍 一、公司基本情况介绍 二、互动交流主要内容 1、小批量订单的需求一般由客户哪个部门提出？ 答：通常情况下，研发阶段小批量订单的需求起始和确定（选 型、技术规格等）由研发部门负责。当公司具备一定规模时， 具体的采购执行动作会转移给采购部门。研发部门完成技术 选型和确认后，会将需求转交给采购部门，由采购部门负责 后续的供应商寻源、谈判、下单等具体采购工作。这种"研 发提出需求，采购执行采购"的分离模式，是公司内部控制 的常见要求。 2、公司如何让新客户接受我们？ ...

（文章来源：21世纪经济报道） 1月5日上午，"'十四五'广东成就"系列主题新闻发布会江门专场在广州举行，详细介绍了"十四五"期间 江门市经济社会发展总体情况和成效亮点。"十四五"以来，江门市地区生产总值超4200亿元，前四年年 均增长5.2%、增速全省第4，经济社会各项事业向上向好。江门促进产业科技互促双强，企业创新主体 地位进一步强化，超百家企业拥有国产替代技术和产品，涌现了一批国家、省级制造业单项冠军和专精 特新企业，高新技术企业超七成上规模发展；每万人高价值发明专利拥有量增长180%，入选国家知识 产权强市建设试点城市。 江门市科技局局长刘长虹在发布会上介绍，"十四五"以来，江门打造了一批顶天立地的"硬核平台"。大 科学装置实现"零"的突破，全球精度最高、规模最大的江门中微子实验建成并投入运营，吸引17个国家 和地区、75家机构、700多名科学家参与建设，首批物理成果成功发布并达到国际领先水平。江门双碳 实验室获批粤港联合实验室和江门首家零碳工厂评价机构，为"绿美广东"提供科技支撑。华南生物医药 大动物模型研究院获实验动物生产许可，填补大湾区大动物模型空白。江门也开展了市级重点实验室建 设和运营评价， ...

近日，北京术锐 机器人股份有限公司（以下简称 "术锐 ® 机器人"或"公司"）完成 1 亿美元融资。 本轮 融资由正心谷资本持续领投，上海生物医药基金持续追加，源星资本、德诺资本、合肥产投等 共同参与。 融资资金将主要用于推进产品在国内外多科室的临床应用与市场推广，以及新一代产品的研发，进一步巩 固公司在全球单孔手术机器人领域的领先地位。 本次融资得到了 各 投资 方 的鼎力支持， 展现了投资者对公司产品的高度认可以及未来发展的持续看 好。本轮融资由 长期关注科技与 医疗 赛道的正心谷资本 再次领投，凸显了其作为重要股东对公司技术路 线和成长潜力的坚定信心； 重点关注医疗各细分领域龙头的上海生物医药基金 持续加注 ， 专注于创新医 疗投资的源星资本 与 德诺资本 、 在硬科技及战略性新兴产业领域拥有丰富的投资经 验和产业资 源的合 肥产投 跟投 。 多元 股东的强力组合，为公司提供了持续创新的资本保障、 新的战略视角 与协同资源。 术锐 ® 单孔手术机器人的核心技术源于上海交通大学徐凯教授的"对偶连续体机构"创新设计，这一设计 有效解决了传统连续体机构在可靠性与负载能力方面的局限。基于此研发出的蛇形臂单孔手术 ...

Investment Rating - The report rates the EDA industry as "Overweight," indicating a positive outlook for the sector compared to the overall market performance [2][24]. Core Insights - The domestic EDA industry is experiencing heightened activity with multiple IPOs and investments, signaling an accelerated development phase [4]. - The long-term trend suggests the emergence of 2-3 leading EDA firms through mergers and acquisitions, with a focus on domestic alternatives [4][12]. - The report emphasizes the importance of domestic process divergence, IPO and acquisition activity, and the need for industry chain collaboration and support from policies and capital [12][15][16]. Summary by Sections Key Industry Events - In December 2025, four significant events occurred in the domestic EDA industry, including three IPO-related activities and one equity investment [4]. - Notable events include: - Hejian Industrial Software Group initiated IPO counseling on December 26, 2025, focusing on digital IC verification and IP [5]. - Xinheng Semiconductor completed its IPO counseling on December 20, 2025, specializing in multi-physical field simulation [6]. - Huada Jiutian invested 100 million yuan in Sierxin, acquiring a 90.9% stake in the company on December 16, 2025 [8]. - Quanxin Zhizao started IPO counseling on December 11, 2025, focusing on manufacturing tools [11]. Industry Perspectives - The report highlights opportunities arising from the divergence of domestic processes, as domestic wafer fabs develop new technology paths that are unsupported by overseas EDA vendors [12]. - The active IPO and acquisition landscape indicates a shift towards a concentrated market with fewer leading players, aligning with the overall development trend of the EDA industry [15]. - Emphasis is placed on the necessity for EDA firms to possess platform capabilities to enhance competitiveness and the role of local EDA companies as integration platforms [16]. Key Company Valuations - The report provides valuations for key companies in the EDA sector as of December 31, 2025: - Huada Jiutian: Market cap of 58 billion yuan, projected revenues of 12 billion yuan in 2024, increasing to 25 billion yuan by 2027 [18]. - Gai Lun Electronics: Market cap of 15.2 billion yuan, projected revenues of 4 billion yuan in 2024, increasing to 8 billion yuan by 2027 [18]. - Guangliwei: Market cap of 14.4 billion yuan, projected revenues of 5 billion yuan in 2024, increasing to 12 billion yuan by 2027 [18].

第一大事会 链接您与财富 l ( No. 型盘2025年A股热门槛 解码2026行业配置等 2025年A股市场结构性行情贯穿全年,科技成长线始终是市场核心主 线之一,人工智能相关细分概念反复活跃。展望2026年,公募认为, A股将迎来一轮由基本面主导的行情。投资方向来看,科技成长板块 仍被多家公募判断为投资主线。 2025年A股热门概念回顾 ir Chipleting 晨 优志 半刻胶 First JI→4 步被旧目 n 时空大数据 ■ IR 磷化工Al芯片 GTIFF 元来 令小金属概念 微信元 稀土永德 英伟达概念 高带宽内存 汽车热量理 注:字号越大表示2025年板块涨幅越大 2025年概念涨幅TOP10 No. 光通信模块 156.02% 165.05% No. F5G概念 128.33% N No. CPO概念 124.50% 同步磁阻电机 No. No. No. 空间站概念 PCB 富士康 5 0 112.11% 115.95% 111.68% No. No. No. 机器人执行器 英伟达概念 黄金概念 00 9 10 86.54% 104.45% 97.35% 展望2026年，公募行业主流观点认 ...

交易所数据显示，存储芯片概念表现活跃，板块内多只个股大幅上涨。其中，矽电股份涨超14%，香农 芯创涨超10%，德明利、江波龙、北京君正、佰维存储等涨幅居前。 隔夜美股存储芯片板块表现强势，相关龙头公司股价大幅上涨。美光科技股价上涨10.51%，刷新了历 史新高。闪迪公司股价上涨15.95%，西部数据股价上涨8.96%。存储芯片作为AI算力的核心组成部分， 其需求受到全球AI基础设施大规模投资的强力驱动。根据行业分析，谷歌、Meta、微软及亚马逊等北 美主要云服务提供商在2026年的资本开支预计将进一步攀升，这将持续拉动对存储芯片，尤其是高性能 存储产品的需求。同时，市场供应格局也呈现出积极变化，主要存储原厂对于部分传统制程产品的扩产 保持谨慎，进一步加剧了供需紧张关系，为存储芯片价格的持续上行提供了支撑。 近期多家券商发布研报，看好存储芯片行业在2026年的景气度。国金证券在报告中指出，在AI强劲需 求带动下，2026年第一季度存储合约价格预计将继续攀升，涨幅可能达到30%至40%。其中，DDR5 RDIMM内存价格预计上涨超40%，企业级固态硬盘价格预计上涨20%至30%。报告分析认为，2026年全 球存储 ...

Group 1 - The domestic GPU industry is experiencing a capital surge, with the "Four Little Dragons" of domestic GPUs—Biran Technology, Moore Threads, Muxi Co., and TianShu ZhiXin—actively pursuing capital market opportunities [1] - Biran Technology officially listed on the Hong Kong Stock Exchange on January 2, 2026, becoming the leading domestic GPU stock, with an opening price increase of 82% and a market capitalization exceeding 100 billion HKD [1] - The four leading domestic GPU companies are long-term strategic partners of SenseTime, collaborating based on a "computing power supply-algorithm demand" logic, aiming for a domestic substitution strategy [1] Group 2 - The successful listing of Biran Technology marks a significant moment for domestic GPU companies, highlighting the value of their collaboration with AI software vendors [2] - SenseTime has launched the first multi-episode generative AI agent, Seko2.0, which has successfully adapted to the domestic AI chip Cambricon, achieving a critical leap in domestic computing power across various AIGC core scenarios [2] - SenseTime has established a comprehensive domestic ecosystem by deeply adapting with over ten top chip companies, including Biran Technology and Cambricon, promoting the transition of domestic AI chips from "usable" to "user-friendly" [2] Group 3 - SenseTime has built a full-link cooperation system from computing power supply to scene implementation, collaborating with various domestic partners to provide high-performance domestic computing power at low costs [3] - The MTT S series GPU from Moore Threads has completed full adaptation with SenseTime's SenseCore large device, undergoing industrial-grade testing in training and inference of large models [3] - SenseTime has also launched the industry's first real-time video generation inference framework, LightX2V, which supports multiple domestic chips through a highly compatible plugin model [3] Group 4 - SenseTime's ability to act as a "connector" for domestic chip adaptation is rooted in its comprehensive technical capabilities, from computing power scheduling to application optimization [4] - The collaboration with Cambricon has led to significant enhancements in inference performance, with improvements exceeding three times through hardware-friendly innovations [4] - SenseTime's proprietary heterogeneous interconnection technology and scheduling platform have achieved unified training capabilities across various acceleration cards, significantly shortening training cycles [4] Group 5 - The technological advancements in domestic adaptation have translated into accessible product experiences, such as the Seko multi-episode generative AI agent showcasing efficient video creation capabilities [5] - Applications like Xiaohuanxiong are optimized for personal PCs and domestic terminals, providing secure and high-precision AI services [5] - New products like the Daxiao robot and RuYing marketing AI agent leverage the collaborative advantages with domestic chips to promote the domestic substitution process in various fields [6]

第一大事会 链接您与财富 型盘2025年A股热门槛 解码2026行业配置等 2025年A股市场结构性行情贯穿全年,科技成长线始终是市场核心主 线之一,人工智能相关细分概念反复活跃。展望2026年,公募认为, A股将迎来一轮由基本面主导的行情。投资方向来看,科技成长板块 仍被多家公募判断为投资主线。 2025年A股热门概念回顾 ir Chipleting 晨 优志 半刻胶 First JI→4 步被旧目 n 时空大数据 ■ IR 磷化工Al芯片 GTIFF 元来 令小金属概念 微信元 稀土永德 英伟达概念 高带宽内存 汽车热量理 光通信模块 156.02% 165.05% No. F5G概念 128.33% N No. CPO概念 124.50% 同步磁阻电机 No. No. No. 空间站概念 PCB 富士康 5 0 112.11% 115.95% 111.68% No. No. No. 机器人执行器 英伟达概念 黄金概念 00 9 10 86.54% 104.45% 97.35% 注:字号越大表示2025年板块涨幅越大 2025年概念涨幅TOP10 No. l ( No. 展望2026年，公募行业主流观点认 ...