华见早安之声 市场概述 美国最高法院暂未公布对特朗普关税的判决，非农就业数据好坏参半，标普500涨0.6%，创新高，纳指100涨1%。周五与关税高度相关的股票盘中下跌。英 特尔大涨超10%，CEO此前与特朗普会面。甲骨文涨近5%。 非农报告强化了市场对于美联储1月维持利率不变的预期，对利率敏感的2年期美债收益率上行4.39基点。 美元四连涨，升至一个月高点。美元兑日元一度涨穿158，报道称日本首相拟解散议会，为提前大选铺路。 加密货币周五走低，比特币一度跌破9万美元。比特币在周初强劲上涨后回吐涨幅，全周大致收平。 现货黄金价格上涨0.7%，重回4500美元上方，本周累计涨超4%、重新逼近历史高位。现货白银涨3.8%，本周飙升10%。由于伊朗加强了对国内抗议活动的 镇压，以及特朗普威胁称将对示威者采取行动，WTI原油一度涨2.3%、随后涨幅收窄至0.6%。 特朗普："无论难易"都要得到格陵兰岛。 亚洲时段，A股史上第六次成交额突破3万亿，沪指16连阳、站稳4100点，AI应用爆发，港股MiniMax上市首日大涨超100%。 要闻 中国12月CPI同比涨幅创34个月新高，环比转涨0.2%、金饰价格涨5.6%，PP ...

每经AI快讯，1月10日，随着指令下达，一架长3.3米、翼展2.1米的无人机火箭助推器喷出红色尾焰， 很快，无人机到达6000米高度，飞行时长30分钟，最大飞行速度0.75马赫⋯⋯陕西定边县，一款新型航 空发动机的首次单发飞行试验正在开展。别看这款发动机个头不大，但它的意义不一般：这是我国自主 研制的首款3D打印涡喷航空发动机，填补了国内发动机整机3D打印工程应用的空白。（新华网） ...

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 美国最高法院暂未公布对特朗普关税的判决，非农就业数据好坏参半，标普500涨0.6%，创新高，纳指100涨1%。周五与关税高度相关的股票盘中下跌。英 特尔大涨超10%，CEO此前与特朗普会面。甲骨文涨近5%。 非农报告强化了市场对于美联储1月维持利率不变的预期，对利率敏感的2年期美债收益率上行4.39基点。 中国财政部：4月起取消光伏等249种产品增值税出口退税，明年起取消电池产品增值税出口退税。 美国12月非农增5万人不及预期，失业率降至4.4%，年度增幅创2020年以来新低。"新美联储通讯社"称12月非农就业给按兵不动铺路，交易员预 计1月几无可能。特朗普"泄密"，提前12小时发帖曝光美非农就业数据。 美元四连涨，升至一个月高点。美元兑日元一度涨穿158，报道称日本首相拟解散议会，为提前大选铺路。 加密货币周五走低，比特币一度跌破9万美元。比特币在周初强劲上涨后回吐涨幅，全周大致收平。 现货黄金价格上涨0.7%，重回4500美元上方，本周累计涨超4%、重新逼近历史高位。现货白银涨3.8%，本周飙升10%。由于伊朗加强了对国内抗 ...

招商证券发布研报称，中国3D打印市场规模预计2025年达到700亿(+30%)，其中下游占比为工业机械 (20%)/航空航天(17%)/汽车(14%)/消费电子(13%)，3D打印在航空航天从结构减重转向发动机动力应用 纵深突破。下游应用领域看，商业航天已成为核心主线，未来聚焦可重复使用火箭的高频验证迭代需求 和卫星的批量交付需求。此外，26年是消费电子金属3D打印大规模生产元年。 招商证券主要观点如下： 3D打印行业：增材制造奇点已至，从小众走向主流 3D打印主要分为四个核心步骤：数字建模→切片处理→实体打印→后处理。对比传统减材(雕刻/车床加 工等)/等材制造(注塑/锻造等)，3D打印增材制造核心在于5点优势：定制化、缩短研发周期、复杂件一 体化、降低小批量生产成本、材料多元适配突破限制。从技术路线看，按材料可分为金属与非金属，按 成型原理可分为挤出成型/光固化成型/烧(粘)结成型三大类、7大技术路线(SLM、EBM、LENS、SLA、 FDM、3DP、PJ)。 航空航天/汽车/电子/消费产业共振，3D打印迎来行业爆发 2024年全球3D打印市场规模219亿美元(+9.31%)，按技术划分非金属路线以FD ...

Core Viewpoint - Ningbo Jialian Technology Co., Ltd. is experiencing growth in its stock price and market activity, driven by its focus on biodegradable plastics, 3D printing, and cross-border e-commerce, benefiting from the depreciation of the RMB and the Belt and Road Initiative [1][2]. Company Overview - Ningbo Jialian Technology specializes in the research, production, and sales of plastic products, biodegradable products, and plant fiber products, with a revenue composition of 84.41% from plastic products, 14.25% from biodegradable products, and 1.34% from other sources [7]. - The company was established on August 7, 2009, and went public on December 9, 2021 [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.865 billion yuan, representing a year-on-year growth of 8.25%. However, the net profit attributable to the parent company was a loss of 73.81 million yuan, a decrease of 209.95% year-on-year [8]. - As of September 30, 2025, the company had 6,828 shareholders, an increase of 15.61% from the previous period, with an average of 20,195 circulating shares per person, a decrease of 11.47% [8]. Market Position and Strategy - The company is a leading player in the global plastic dining utensils manufacturing industry, with 70.47% of its sales coming from exports as of 2021, primarily to developed regions such as North America, Europe, and Oceania [2][3]. - The company has also expanded its online market presence through cross-border e-commerce platforms [2]. Production Capacity - The company has established a significant overseas production capacity in Thailand, which includes production lines for 3D printing materials, plastic dining utensils, and plant fiber products, with these lines gradually entering production [3]. Stock Market Activity - On January 9, the company's stock rose by 3.93%, with a trading volume of 115 million yuan and a turnover rate of 3.64%, leading to a total market capitalization of 4.434 billion yuan [1]. - The stock has shown a lack of clear trends in major capital flows, with a net inflow of 1.1977 million yuan on the day, representing only 0.01% of the total [4][5]. Technical Analysis - The average trading cost of the stock is 21.27 yuan, with the stock price approaching a resistance level of 22.87 yuan, indicating potential for a price correction if this level is not surpassed [6].

报告导读： 钛合金持续渗透，同时制粉技术及 3D 打印工艺发展有望持续推动钛合金应用 拓展。粉末冶金也可用于制备高端核聚变材料，国内企业积极突破卡脖子环节。 投资建议。 钛合金持续渗透，同时制粉技术及3D打印工艺发展有望持续推动钛合金应用拓展。粉末冶金也可用于制备高端核聚变材料，国内企业积极突破卡 脖子环节。 钛合金持续渗透，同时制粉技术及3D打印工艺发展有望持续推动钛合金应用拓展。 苹果首款折叠屏产品有望26年发布，将进一步带动钛合金需求提升。钛及 钛合金由于其高强度、高耐腐蚀性能和良好的表面纹理，在折叠屏中用量有望显著提升。主要应用在（1）中框：钛合金中框抗弯曲能力显著优于铝合金同时 实现轻量化，可以更好保护屏幕和内部元器件。（2）屏幕衬板：它的作用是支撑屏幕保证显示效果和触控体验，同时在折叠和展开过程中，引导屏幕以特定 的弧度弯曲，减小折痕。使用纯钛衬板可以显著降低机身重量，以平衡重量、性能和加工成本。（3）其他：由于钛合金具有更好的韧性和抗腐蚀性能，其未 来有望应用在折叠屏轴盖等料号中。同时3D打印钛合金提供了极高 的设计自由度，能制造CNC无法实现的复杂中空或一体化结构，目前逐步应用在航空航 天、医 ...

Core Viewpoint - The company acknowledges the significant application of 3D printing technology in the commercial aerospace sector, but emphasizes that its application scenarios have clear technical boundaries [1] Group 1: 3D Printing in Aerospace - 3D printing is currently utilized mainly for engine components in rockets [1] - The company's rocket structural components are classified as large or oversized thin-walled structures, which have stringent requirements for overall dimensional accuracy, mechanical uniformity, and cost control [1] - Due to limitations in the current metal 3D printing equipment's forming size and the maturity of post-processing techniques, large structural components cannot yet be manufactured at scale or economically through 3D printing [1]

证券代码：301005 证券简称：超捷股份 超捷紧固系统(上海)股份有限公司 投资者关系活动记录表 编号 2026-003 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系活动 | 媒体采访 业绩说明会 | | 类别 | 新闻发布会 路演活动 | | | 现场参观 其他 策略会 | | 参与单位名称及人员 姓名 | 详见附件：参与单位名称及人员名单 | | 时间 | 2026年1月8日 上午9:30-10:30、下午13:00-15:00 | | 地点 | 博时基金会议室、浦东香格里拉会议厅 | | 上市公司接待人员 | 1、公司董事会秘书、财务总监 李红涛 | | 姓名 | 2、公司证券事务代表 刘玉 | | | 1、公司商业航天业务基本情况简介。 | | | 商业航天业务领域广阔，目前业务主要为商业火箭箭体结构 | | | 件制造，包括箭体大部段（壳段）、整流罩、发动机零部件等。 | | | 公司在 2024 年已完成产线建设，客户涵盖国内多家头部民营火 | | | 箭公司。 | | | 2、公司商业航天火箭结构件业务产线建设情况如何？后续 | | | 扩产 ...

（文章来源：证券日报） 证券日报网讯 1月8日，爱迪特在互动平台回答投资者提问时表示，公司当前研发生产的3D打印材料主 要面向口腔医疗领域，包括用于模型、牙龈、导板等技工与临床用树脂材料及相关打印设备。公司将积 极探索3D打印氧化锆技术在相关医疗领域的应用。 ...

Core Viewpoint - The stock of Shandong Shuangyi Technology Co., Ltd. has shown fluctuations in price and trading volume, with a recent increase in stock price and significant growth in revenue and net profit year-on-year. Group 1: Stock Performance - On January 8, Shuangyi Technology's stock rose by 2.01%, reaching 34.00 CNY per share, with a trading volume of 154 million CNY and a turnover rate of 4.12%, resulting in a total market capitalization of 5.622 billion CNY [1] - Year-to-date, the stock price has increased by 2.56%, with a decline of 0.85% over the last five trading days, a rise of 12.10% over the last 20 days, and a decrease of 7.61% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Shuangyi Technology achieved a revenue of 730 million CNY, representing a year-on-year growth of 15.41%, and a net profit attributable to shareholders of 145 million CNY, which is a significant increase of 125.25% year-on-year [2] Group 3: Shareholder Information - As of December 19, the number of shareholders for Shuangyi Technology was 30,600, a decrease of 9.45% from the previous period, while the average number of circulating shares per person increased by 10.44% to 3,619 shares [2] Group 4: Business Overview - Shuangyi Technology, established on March 6, 2000, and listed on August 8, 2017, is located in Dezhou, Shandong Province. The company specializes in the research, design, production, sales, and service of composite materials [1] - The main business revenue composition includes wind power components (43.25%), non-metal molds (39.89%), vehicle covers (14.39%), yachts (1.51%), and others (0.97%) [1] - The company is classified under the wind power equipment sector, specifically in the category of wind power components, and is associated with concepts such as carbon fiber, aerospace and military, 3D printing, rail transit, and drones [1] Group 5: Dividend Information - Shuangyi Technology has distributed a total of 452 million CNY in dividends since its A-share listing, with cumulative distributions of 94.248 million CNY over the past three years [3]