Group 1 - The market showed a slight increase with the total trading volume reaching 2.85 trillion yuan, an increase of 476 billion yuan compared to the previous day [6][2] - The number of stocks that rose, remained flat, and fell in the market was 3190, 107, and 2173 respectively [6][2] - The top three sectors with net capital inflow were banking (+28.14 billion yuan), coal (+12.43 billion yuan), and telecommunications (+9.03 billion yuan) [6][2] Group 2 - Huaxi Securities suggests that the spring market rally has started early, maintaining a bullish outlook [2][6] - The report emphasizes focusing on emerging growth sectors and opportunities related to the "anti-involution" trend, including AI computing power chains, AI applications, robotics, domestic substitution, commercial aerospace, and energy storage [2][6] - The report also highlights sectors benefiting from price increases, such as chemicals, new energy, and non-ferrous metals [2][6] Group 3 - Huabao Fund has launched three major broad-based ETFs tracking the China A50, A100, and A500 indices, providing investors with diverse options for investing in China [2][6] - The A50 ETF focuses on the top 50 core leading companies, while the A100 ETF encompasses the top 100 industry leaders [2][6]

中航光电在互动平台表示，公司目前针对机器人领域已具备成熟的互连解决方案。 ...

Core Insights - The 2026 International Consumer Electronics Show (CES 2026) will take place from January 6 to 9, 2026, in Las Vegas, showcasing cutting-edge technology from thousands of global tech companies [2] - Chinese robotics companies are participating in unprecedented numbers, presenting a comprehensive landscape of domestic robotics industry, including key sensors, dexterous hands, computing platforms, and robot bodies [2] Exhibition Overview - CES 2026 will be held at the Las Vegas Convention Center (LVCC), spanning 12 official venues across three main campuses, each accommodating different themes and types of exhibitors [3] - The central and largest exhibition area includes multiple halls showcasing mainstream electronic products, major brand exhibits, autonomous driving, smart devices, and enterprise solutions [3] Key Themes and Trends - Six core battlefields identified at CES 2026 include: - AI + Smart Hardware: AI terminal devices, smart assistants, home robots, AI chips, multimodal applications, and AIGC + hardware integration [8] - Robotics: Home cleaning robots, food delivery robots, factory automation robots, and AI-driven humanoid robot concepts [8] - Electric Vehicles & Autonomous Driving: Smart cockpits, autonomous driving systems, lidar, new energy vehicles, and onboard sensors [8] - Smart Home & IoT: Home appliances, smart security, and family connectivity, with a focus on the popularization of the Matter protocol [8] - Digital Health: AI health monitoring, wearable medical devices, and aging technology [9] Participation Statistics - The participation of exhibitors from key countries highlights a concentration in ten main battlefields, with China leading in smart home applications (396 exhibitors), followed by the US (299), South Korea (65), and Japan (11) [10] - In AI, the US has 250 exhibitors, while China has 132, indicating a strong presence in this sector [10] - Robotics remains a significant highlight at CES, with Chinese companies showcasing their advancements in this field [10]

每经记者｜可杨 杨卉 每经编辑｜何小桃 魏文艺 2026年国际消费电子展（CES 2026）开幕首日，英伟达CEO黄仁勋在离主场馆不远的酒店搭起了自己的"台子"。 美国当地时间1月6日中午，前一日刚刚结束CES演讲的黄仁勋在拉斯维加斯举办了一场媒体沟通会，与包括《每日经济新闻》记者在内的媒体面对面交 流。 在近一个半小时的交流中，黄仁勋始终保持着他的"招牌姿势"：坐在椅子边缘，一条腿撑地，时不时转身面向提问记者。在前一日演讲的基础上，黄仁勋 此次还提到了H200芯片、中国市场、汽车、大模型、人工智能、GPU（图形处理单元）、机器人等热门议题，还笑称自己可以接受"亿万富豪税"。 黄仁勋带领英伟达冲在AI（人工智能）的潮头，不仅坐拥巨量财富，也在科技产业界有着巨大影响力。他在回答关于自己是任职时间最长的CEO这一问 题时再次展现出独特的幽默感："秘诀是第一不要被解雇，然后第二，不要觉得无聊。" 不过，采访过程中也有部分媒体吐槽此次采访内容过于"温和"，黄仁勋并未直面回答较为犀利的问题。 谈中国创业公司：中国工程师充满创业精神 黄仁勋：我认为，中国涌现出的大量初创企业，以及其中许多已经上市并表现得非常出色的公司，都 ...

招商证券：高温合金作为先进金属材料体系的"皇冠明珠"，是航空发动机、燃气轮机及核电装备等关键 领域的核心承力材料，其性能直接决定高端装备的推力、效率与寿命。近年来，受"两机专项"、国产大 飞机C919批产、燃气轮机国产化突破及"双碳"目标驱动，我国高温合金产业链进入加速阶段。伴随航 空发动机换代列装、燃机与核电项目密集投产，行业景气度将持续上行。 消息面上 新华财经北京1月7日电沪深两市主要股指7日早间普遍小幅高开。早盘期间，沪指在冲高回落后波动上 扬，深成指和创业板指整体呈横盘整理态势。午后，各股指在震荡调整后反弹，收盘时普遍小幅上涨。 经统计，2026年1月7日，沪深北三市有近百股创下了历史盘中新高，半导体股和有色金属股占比较高。 当日，半导体产业链相关股表现强势，光刻机、光刻胶、工业气体、存储芯片等多个半导体产业链相关 的细分领域板块均有较大幅度上涨。酒店餐饮、煤炭、可控核聚变、水产品、CPO概念、OLED概念等 板块亦有显著上涨。石油、船舶、脑机接口板块跌幅相对靠前。 截至收盘，沪指报4085.77点，涨幅0.05%，成交额约11974亿元；深成指报14030.56点，涨幅0.06%，成 交额约165 ...

Investment Rating - The report provides a "Buy" rating for several key stocks in the financial and manufacturing sectors, including China Resources Land and Nanjing Bank, among others [12][19][53]. Core Insights - The report highlights the financial and manufacturing industries' investment outlook for January 2026, emphasizing the need to focus on companies with strong fundamentals and growth potential amid economic pressures [6][8][10]. - It identifies specific sectors such as real estate, non-bank financials, banking, new energy, machinery, military industry, light industry, and environmental protection as areas of interest for investment [8][10][21][32][36][43]. Summary by Sector Real Estate - The real estate sector faces increasing downward pressure, necessitating policy easing. Key companies like China Resources Land are highlighted for their strong operational capabilities and cash flow stability [11][12][53]. Non-Bank Financials - The non-bank financial sector is expected to benefit from policy support and high market trading volumes, with companies like New China Life Insurance showing strong growth potential [16][17][53]. Banking - The banking sector is viewed positively, with a focus on large banks and city commercial banks, particularly Jiangsu Bank, which is noted for its attractive valuation and growth prospects [18][19][53]. New Energy - The new energy sector is at a turning point, with companies like Sungrow Power Supply and Slin Smart Drive recommended for their growth potential in solar and energy storage technologies [21][23][53]. Machinery - The machinery sector is encouraged to focus on AI and robotics, with companies like Hengli Hydraulic and Ding Tai High-Tech identified for their growth opportunities in traditional and emerging markets [25][30][31][53]. Military Industry - The military sector is expected to see growth from military-to-civilian transitions and military trade, with AVIC Xi'an Aircraft Industry Company highlighted for its potential in the domestic and international markets [32][34][53]. Light Industry - The light industry is advised to focus on overseas manufacturing and new consumer opportunities, with companies like Yingke Medical and Meiyin Sen noted for their growth in international markets [36][40][53]. Environmental Protection - The environmental sector is poised for growth through overseas expansion and rising metal prices, with companies like Weiming Environmental and Ice Wheel Environment recommended for their strong market positions [43][48][51][53].

| 美好医疗 | 3 | 脑机接口+机器人 | | --- | --- | --- | | 美克家居 | 3 | 家具 | | ST新华销 | 3 | 机器人 | | 南京熊猫 | 3 | 脑机接口 | | 引力传媒 | 3 | AI智能体 | | 盈新发展 | 2 | 存储芯片 | | 江顺科技 | 2 | 液冷服务器 | | 金风科技 | 2 | 风电 | | *ST宇顺 | 2 | 电子元件 | | 覆乘医药 | 2 | 中药 | | 北方导航 | 2 | 卫星通信 | | 鲁信创投 | 2 | 多元金融 | | 远东股份 | 2 | 人形机器人 | | *ST松发 | 2 | 船舶 | | ST嘉澳 | 2 | 化工 | | 胜通能源 | 2 | 液化天然气 | 脑机接口板块多股连板，创新医疗、岩山科技等3连板。一图速览今日连板股>> 第 顺经 | | 连板朋投 1.7 一板 | | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | 锋龙股份 | 9 | 机器人 | | 雷科防务 | 6 | 商业航天 | | *ST东易 | 5 | 家装 | | 友邦吊顶 | ...

Group 1 - The meeting focused on promoting investment in key industries such as robotics and artificial intelligence to enhance the integration of technological and industrial innovation [1] - The discussion aimed to support local development of new productive forces tailored to regional conditions [1] - The meeting was attended by representatives from the Industrial Six Department [3]

Core Viewpoint - The company, JieJie Microelectronics (300623.SZ), is actively involved in various sectors including industrial, automotive electronics, telecommunications, and consumer markets, with potential applications in robotics [1] Group 1: Product Applications - The company's products are primarily used in industrial, automotive electronics, telecommunications, and consumer sectors [1] - Some MOSFET devices and protective components can be utilized in the robotics field [1] Group 2: Future Development - The company does not currently have products applied in aerospace or brain intelligence [1] - The company plans to adjust its product structure based on the development trends of downstream industries and may explore new product areas to meet market demand in the future [1]

Core Viewpoint - The company Guangpu Co., Ltd. has successfully achieved mass sales of its laser radar detection sensors and TOF sensors in the fields of intelligent driving and robotics [1] Group 1 - The laser radar detection sensors and TOF sensors are being utilized in the intelligent driving sector [1] - The company has also expanded its market presence in the robotics field through these sensor products [1]