新京报讯(记者王景曦)今天，记者从2026年石景山区"两会"新闻发布会上了解到，五年来，石景山区的 地区生产总值连跨4个百亿台阶，累计完成固定资产投资2309.6亿元。今年石景山区预期地区生产总值 将增长5%、努力争取更好结果。 今年石景山区经济社会发展主要预期目标是，地区生产总值增长5%、努力争取更好结果；一般公共预 算收入增长2%；市场总消费增长5%左右，社会消费品零售额增长3%左右；固定资产投资指标达到市级 要求；调查失业率控制在5%以内；居民人均可支配收入与经济增长同步。 石景山区委副书记、区长万隆介绍，石景山区圆满完成"十四五"规划主要目标任务。五年来，地区生产 总值连跨4个百亿台阶，预计年均增长6%左右；一般公共预算收入年均增速6.7%，税收占比超九成；累 计完成固定资产投资2309.6亿元、年均增速9.3%，连续两年获国家发改委"真抓实干成效明显产业转型 升级示范园区"通报表扬。产业体系实现从"1+3+1"高精尖到"主导+特色+未来"的现代化产业体系迭代升 级，数字经济增加值占地区生产总值比重达57.4%，高于全市12.4个百分点。 ...

导语 究的重镇，光华管理学院必须胸怀"国之大者"，把经管自主知识体系建设转化为学院"学术、学科、学人"发展的具体实践和长远战略，在强国建设、民族 复兴伟业中书写学术报国的光华新篇章。本次研讨会旨在凝聚共识、校准方位、坚定信心，通过务实举措加快推进中国经管自主知识体系建设。 2026年1月5日，北京大学光华管理学院举办"中国经管自主知识体系建设"研讨会，深入学习贯彻党的二十届四中全会精神，围绕加快构建中国哲学社会科 学自主知识体系，深入探讨中国经管自主知识体系的价值定位、范式特征、理论内涵、核心要素、目标任务及发展路径等。 本次研讨会汇聚了来自学院各个系科，以及多个学科交叉平台、特色实验室和前沿交叉创新研究团队的四十多位学者。光华管理学院院长刘俏教授以《现 代化进程与中国经管自主知识体系建设》为题作引导发言。随后二十余位教授依次发言，围绕议题展开深入交流。整场会议由光华管理学院副院长、市场 营销学系沈俏蔚教授主持。 与会学者聚焦卓越学术与自主知识体系建设的"突破性"布局，就以下关键问题展开了深入研讨：中国原创经济理论和管理理论如何取得具体突破？碳中和 经济学、可持续发展、AI for Social Scienc ...

Core Viewpoint - YunSai ZhiLian's stock price has shown a positive trend this year, with a year-to-date increase of 10.33% and significant gains over various trading periods, despite a recent decline in share price and net outflow of funds [1][2]. Group 1: Stock Performance - As of January 13, YunSai ZhiLian's stock price was 20.62 CNY per share, down 2.04% during the day, with a trading volume of 737 million CNY and a turnover rate of 3.27%, resulting in a total market capitalization of 28.201 billion CNY [1]. - The stock has increased by 10.33% year-to-date, with gains of 8.18% over the last five trading days, 11.88% over the last 20 days, and 7.68% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, YunSai ZhiLian reported a revenue of 4.599 billion CNY, reflecting a year-on-year growth of 14.64%, while the net profit attributable to shareholders was 145 million CNY, a decrease of 8.05% year-on-year [2]. - The company has distributed a total of 1.132 billion CNY in dividends since its A-share listing, with 175 million CNY distributed over the last three years [3]. Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders for YunSai ZhiLian was 177,700, a decrease of 7.77% from the previous period, with an average of 0 circulating shares per shareholder [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 7.4008 million shares, an increase of 1.7537 million shares from the previous period, while Southern CSI 1000 ETF and CSI Shanghai State-owned Enterprise ETF have seen reductions in their holdings [3].

Core Viewpoint - Malaysia is advancing its digital economy and bridging domestic digital development gaps by deepening cooperation with China in the fields of digital economy and artificial intelligence (AI) [1] Group 1: Digital Economy Development - Access to technology is crucial for inclusivity and economic governance in modern society [1] - Malaysia faces challenges in uneven distribution of digital technology, with remote areas lacking high-speed internet and small to medium-sized enterprises lagging in cloud computing, AI, and data analytics [1] Group 2: Cooperation with China - China is at the forefront of global digital innovation, leading in areas such as 5G deployment, fiber optic coverage, and quantum computing [1] - Through collaboration with China, Malaysia is transitioning from being a "user" of technology to a "co-developer" [1] Group 3: Milestones and Agreements - The year 2025 is highlighted as a significant milestone for digital cooperation between Malaysia and China [1] - In April of the previous year, both countries signed cooperation documents in digital economy and AI, aiming for comprehensive collaboration in policy coordination, regulatory alignment, industrial digital transformation, and talent development [1] Group 4: Infrastructure and Investment - China has become an important partner for Malaysia in infrastructure investment and AI collaboration [1] - Bilateral cooperation is expected to strengthen the foundation of Malaysia's digital economy and support its transition to a more interconnected and inclusive economy [1]

Core Insights - The Computer ETF (159998) has seen active trading with a turnover of 13.75% and a transaction volume of 446 million yuan, while the tracked CSI Computer Theme Index (930651) decreased by 0.33% [1] - The ETF has experienced a net subscription of over 120 million shares during the trading session, indicating strong investor interest [1] - As of January 12, the Computer ETF reached a new high with a total scale of 3.217 billion yuan and a total share count of 2.777 billion [2] - The ETF has recorded continuous net inflows over the past eight days, totaling 488 million yuan, with a peak single-day inflow of 302 million yuan [2] - The ETF focuses on the hard technology sector, covering various sub-sectors such as software, hardware, and cloud computing, aligning with trends in the digital economy and AI development [2] Related Events - The launch of China's first financial meteorological AI model "Entropy Machine" on January 11 aims to explore the impact of meteorological factors on financial asset pricing, providing innovative tools for risk management and investment decisions [2] - Apple and Google announced a long-term partnership to upgrade Siri using Google's Gemini model, which boasts 1.2 trillion parameters, significantly enhancing Siri's capabilities in natural language understanding and complex task planning [3] Institutional Perspectives - Domestic AI large model technology is entering a critical breakthrough period, with expectations for increased commercialization of AI applications. The release of the V4 version of the DeepSeek plan is intensifying competition among leading general-purpose large models [4] - The advancements in AI programming tools, exemplified by Cursor and GitHub Copilot, are showing promising commercial prospects, and similar domestic products are expected to accelerate their development [4]

Group 1 - The core viewpoint of the news is that Xiamen Xinda's stock has shown significant price increases and trading activity, indicating positive market sentiment and potential investment interest [1] - As of January 13, Xiamen Xinda's stock price increased by 7.76% year-to-date, with a 28.73% increase over the past 60 days [1] - The company operates primarily in the electronic information industry, with 97.70% of its revenue coming from trade, and has a market capitalization of 4.732 billion yuan [1] Group 2 - As of September 30, the number of shareholders decreased by 27.21% to 48,300, while the average number of circulating shares per person increased by 37.38% to 13,810 shares [2] - For the first nine months of 2025, Xiamen Xinda reported a revenue of 26.921 billion yuan, a year-on-year decrease of 21.35%, while net profit attributable to shareholders increased by 104.75% to 6.6375 million yuan [2] - The company has not distributed any dividends in the past three years, with a total payout of 341 million yuan since its A-share listing [3]

Group 1 - The core viewpoint of the news is that I Love My Home (我爱我家) has shown a positive stock performance with a 2.01% increase in share price on January 13, reaching 3.04 yuan per share, with a total market capitalization of 7.161 billion yuan [1] - The company has experienced a net inflow of main funds amounting to 24.47 million yuan, with significant buying activity from large orders, indicating strong investor interest [1] - Year-to-date, the stock price has increased by 4.11%, with a 5-day increase of 2.36%, a 20-day increase of 4.47%, and a 60-day increase of 5.19% [1] Group 2 - As of December 31, the number of shareholders for I Love My Home reached 81,900, an increase of 3.79% from the previous period, while the average circulating shares per person decreased by 3.65% to 27,541 shares [2] - For the period from January to September 2025, the company reported an operating income of 8.165 billion yuan, a year-on-year decrease of 6.81%, while the net profit attributable to the parent company was 42.327 million yuan, reflecting a significant year-on-year growth of 398.75% [2] Group 3 - The company has distributed a total of 530 million yuan in dividends since its A-share listing, with cumulative distributions of 10.1287 million yuan over the past three years [3] - Among the top ten circulating shareholders as of September 30, 2025, Huashan Media Internet Mixed A (华安媒体互联网混合A) is the fourth largest shareholder with 48.098 million shares, while Hong Kong Central Clearing Limited is the sixth largest with 36.634 million shares, having increased its holdings by 11.6772 million shares [3] - The Southern CSI Real Estate ETF Initiated Link A (南方中证房地产ETF发起联接A) is the ninth largest shareholder with 20.86 million shares, having decreased its holdings by 167,200 shares [3]

Group 1 - Hikvision's stock price decreased by 2.02% on January 13, reaching 31.00 CNY per share, with a trading volume of 1.431 billion CNY and a turnover rate of 0.50%, resulting in a total market capitalization of 284.111 billion CNY [1] - Year-to-date, Hikvision's stock has increased by 3.89%, with a 2.01% rise over the last five trading days, a 4.62% increase over the last 20 days, and a 6.23% decline over the last 60 days [1] - The company reported a revenue of 65.758 billion CNY for the first nine months of 2025, reflecting a year-on-year growth of 1.18%, and a net profit attributable to shareholders of 9.319 billion CNY, which is a 14.94% increase year-on-year [2] Group 2 - Hikvision has distributed a total of 68.502 billion CNY in dividends since its A-share listing, with 25.048 billion CNY distributed over the past three years [3] - As of September 30, 2025, the number of shareholders for Hikvision was 387,200, a decrease of 6.45% from the previous period, while the average circulating shares per person increased by 6.10% to 23,362 shares [2][3] - The company's main business revenue composition includes 70.00% from core products and services, 7.50% from robotics, 6.58% from smart home products, 5.63% from automotive electronics, 4.80% from thermal imaging, 2.47% from storage, 1.87% from construction engineering, and 1.15% from other innovative businesses [1]

Group 1 - As of June 2025, there will be 161 million internet users aged 60 and above in China, indicating a significant growth potential for the silver economy and digital economy [1] - By November 2025, a total of 611 generative AI services will have completed registration, with 306 related applications or functions also registered, showcasing the rapid development of domestic AI models [1] - The new generation of digital technologies, including big data, cloud computing, AI, blockchain, and IoT, is continuously creating new industries, models, and driving forces, expanding the sources of development confidence [1] Group 2 - China's economy is undergoing a profound transformation in its growth dynamics, shifting from reliance on factor input and scale expansion to new productive forces that drive quality, efficiency, and power changes [2] - The potential of China's economy is being continuously released through regional coordinated development, rural revitalization, and the ongoing improvement of human capital quality [2] - The unique ecosystem formed by China's super-large market allows innovations to quickly achieve scale effects once they gain market recognition, as evidenced by the rapid growth of sectors like new energy vehicles and live-streaming commerce [2] Group 3 - Many Chinese entrepreneurs are building technological "moats" and enhancing value through persistent efforts, demonstrating that success comes from hard work and dedication [3] - The successful test flight of domestically produced high-bypass turbofan engines illustrates China's ability to overcome technological challenges and break through external constraints, reflecting a strong sense of confidence [3] - The 2025 Central Economic Work Conference emphasizes the importance of internal strengthening to address external challenges, advocating for strategic determination and a stable industrial system to navigate uncertainties [3]

Market Overview - The Hong Kong stock market experienced fluctuations, with the Hang Seng Index closing at 23,831 points, down 145 points or 0.61% [1] - The market turnover decreased to 82.799 billion HKD, with net inflows of 484 million HKD recorded in the Hong Kong Stock Connect [1] - The US stock market saw the Dow Jones and S&P 500 indices reach new highs, with the Dow closing at 49,590 points, up 0.2% [2] Key Insights - The report highlights the sustained net inflow of southbound funds through the Hong Kong Stock Connect, with a projected annual net inflow of 1,404.8 billion HKD by 2025 [3] - The focus on "technological self-reliance" and AI applications is expected to be a core theme for the future performance of Hong Kong stocks, with leading companies in these sectors likely to benefit from long-term growth opportunities [3] - The report suggests continued attention to sectors supported by policies aimed at expanding domestic consumption, such as sports apparel and non-essential services [3] Company Performance - TSMC, the world's largest advanced AI chip manufacturer, is expected to see a 27% increase in net profit in Q4, driven by surging demand for AI infrastructure [8] - Analysts predict TSMC's net profit could reach 475.2 billion TWD (approximately 15.02 billion USD), marking a record high for a single quarter [8] - The report recommends focusing on leading companies in the domestic semiconductor foundry industry, such as Hua Hong Semiconductor (1347.HK) and SMIC (0981.HK), which are expected to benefit from favorable domestic policies [8] Stock Recommendations - China Unicom (0762.HK) is highlighted for its strong performance in digital technology services, with a projected revenue of 45.4 billion CNY for its smart network business in the first half of 2025, reflecting a 4.3% year-on-year growth [9] - The company is also expected to maintain a high dividend yield, with a mid-2025 interim dividend of 0.2841 CNY per share, up 14.5% year-on-year [9] - The report emphasizes the company's advantages in cloud computing, IoT, big data, and AI, positioning it well to capitalize on the growth of China's digital economy [9]