Group 1 - The core viewpoint of the news is that 雷赛智能 (Leisai Intelligent) has shown a positive performance in terms of stock price and financial results, despite a slight decline in stock price on January 14 [1][2]. - As of January 14, 雷赛智能's stock price was 43.88 yuan per share, with a market capitalization of 13.785 billion yuan and a trading volume of 312 million yuan [1]. - The company has experienced a year-to-date stock price increase of 4.30%, with a 5-day increase of 4.85%, a 20-day increase of 13.53%, and a 60-day increase of 4.58% [1]. Group 2 - 雷赛智能's main business involves the research, production, and sales of core components for motion control, including controllers, drivers, and motors, contributing to a revenue composition of 47.91% from servo systems, 34.94% from stepper systems, and 16.18% from control technology [1][2]. - For the period from January to September 2025, 雷赛智能 achieved a revenue of 1.3 billion yuan, representing a year-on-year growth of 12.57%, and a net profit attributable to shareholders of 160 million yuan, reflecting an 11.01% increase [2]. - The company has distributed a total of 5.35 billion yuan in dividends since its A-share listing, with 2.26 billion yuan distributed in the last three years [3]. Group 3 - 雷赛智能 is classified under the mechanical equipment sector, specifically in automation equipment and robotics, and is associated with concepts such as agile hands, Industry 4.0, and industrial internet [2]. - As of September 30, 2025, 雷赛智能 had 43,800 shareholders, an increase of 2.42% from the previous period, with an average of 5,044 circulating shares per shareholder, a decrease of 1.13% [2][3]. - The top ten circulating shareholders include various ETFs, with 易方达国证机器人产业 ETF being the fourth largest shareholder, holding 5.8893 million shares, and 华夏中证机器人 ETF being the fifth largest, holding 5.0896 million shares, which increased by 948,800 shares from the previous period [3].

资金流向方面，主力资金净流出319.90万元，特大单买入333.67万元，占比4.08%，卖出717.35万元，占 比8.78%；大单买入1559.24万元，占比19.09%，卖出1495.46万元，占比18.31%。 1月14日，翔港科技盘中下跌2.15%，截至13:08，报21.86元/股，成交8168.92万元，换手率1.22%，总市 值66.15亿元。 截至9月30日，翔港科技股东户数1.72万，较上期增加23.46%；人均流通股17587股，较上期减少 19.00%。2025年1月-9月，翔港科技实现营业收入7.42亿元，同比增长26.47%；归母净利润9547.06万 元，同比增长186.19%。 分红方面，翔港科技A股上市后累计派现1.09亿元。近三年，累计派现5775.81万元。 机构持仓方面，截止2025年9月30日，翔港科技十大流通股东中，香港中央结算有限公司位居第十大流 通股东，持股105.91万股，相比上期增加7.41万股。 责任编辑：小浪快报 翔港科技今年以来股价涨6.95%，近5个交易日涨7.00%，近20日涨11.25%，近60日涨32.16%。 资料显示，上海翔港包装科技股份有 ...

三一重工所属申万行业为：机械设备-工程机械-工程机械整机。所属概念板块包括：重工装备、工程机 械、机械、工业互联网、军民融合等。 截至9月30日，三一重工股东户数45.29万，较上期减少15.00%；人均流通股18709股，较上期增加 17.65%。2025年1月-9月，三一重工实现营业收入657.41亿元，同比增长13.56%；归母净利润71.36亿 元，同比增长46.58%。 分红方面，三一重工A股上市后累计派现318.76亿元。近三年，累计派现88.58亿元。 1月14日，三一重工盘中下跌2.03%，截至13:08，报22.16元/股，成交11.94亿元，换手率0.63%，总市值 2037.61亿元。 资金流向方面，主力资金净流出5708.78万元，特大单买入8118.16万元，占比6.80%，卖出1.48亿元，占 比12.36%；大单买入2.84亿元，占比23.81%，卖出2.75亿元，占比23.03%。 三一重工今年以来股价涨4.87%，近5个交易日涨1.98%，近20日涨5.17%，近60日跌1.47%。 资料显示，三一重工股份有限公司位于北京市昌平区北清路8号,中国香港新界上水龙琛路39号华厦北 ...

【环球网财经综合报道】中国工业互联网产业再次迎来重磅政策红利。1月13日，工业和信息化部正式印发《推动工业互联网平台 高质量发展行动方案（2026—2028年）》，为未来三年工业互联网的发展设定了明确的"路线图"和"时间表"。方案提出，到2028 年，要培育超过450家具有一定影响力的工业互联网平台，工业设备连接数突破1.2亿台（套），平台普及率达到55%以上。 工业互联网作为新一代信息技术与制造业深度融合的基石，正在重塑现代工业的发展逻辑。近年来，国家层面持续加大对这一领 域的支持力度。自2017年发展工业互联网上升为国家战略以来，政府工作报告已连续八年对该领域作出部署。特别是近期，工信 部密集出台了《工业互联网和人工智能融合赋能行动方案》及《打造"5G+工业互联网"512工程升级版实施方案》等文件，明确提 出推动5万家以上企业完成新型工业网络改造，并建设1万个5G工厂。这一系列政策组合拳，显示出国家推动制造业数字化、智能 化转型的坚定决心。 在政策的持续驱动下，我国工业互联网产业规模已连续保持高速增长态势。据工业和信息化部部长李乐成介绍，2025年我国工业 互联网核心产业规模预计已超过1.6万亿元，带动工 ...

| 上证指数 | 深证成指 北证50 | | --- | --- | | 4188.24 | 14449.57 1611.99 | | +49.48 +1.20% +280.18 +1.98% +46.41 +2.96% | | | 科创50 | 创业板指 万得全A | | 1524.03 | 3396.35 6900.67 | | +54.46 +3.71% +74.47 +2.24% +128.08 +1.89% | | | 沪深300 | 中证500 中证A500 | | 4812.48 | 8360.89 5990.97 | | +51.45 +1.08% +217.61 +2.67% +89.76 +1.52% | | | 中证1000 | 深证100 中证红利 | | 8410.43 | 6000.77 5613.55 | | +207.29 +2.53% +81.79 +1.38% +21.58 +0.39% | | | 万得全A涨跌分布 | | | 跌575 | 涨4753 | | 成交额2.25万亿 | 预测成交额3.50万亿,缩2023亿 | 从板块来看，AI应用方向领涨市场，互联网、软件 ...

【导读】AI应用方向爆发，狂掀涨停潮 一起来看下上午的市场情况及最新资讯。 1月14日上午，A股市场持续走高，创业板指拉升涨逾2%。截至午间收盘，沪指涨1.2%，深成指涨1.98%，创业板指涨2.24%。全市场超4700只个股上涨， 超百股涨停。 从板块来看，AI应用方向领涨市场，互联网、软件、文化传媒等板块涨幅居前，多元金融、半导体、AI医疗等板块表现活跃；保险、锂矿、银行等板块 震荡调整。 港股方面，恒生科技指数涨超1%，阿里健康涨超14%，金山软件、快手、华虹半导体等均涨超5%。 此外，软件板块狂掀涨停潮，流金科技30%涨停，科大国创（300520）、通达海（301378）、三维天地（301159）等多股实现20%涨停，金桥信息 （603918）、格尔软件（603232）、云鼎科技（000409）等多股涨停。 消息面上，近日，工信部印发《推动工业互联网平台高质量发展行动方案（2026—2028年）》，其中提出，到2028年，工业互联网平台高质量发展取得积 极成效，"专业型+行业型+协作型"多层次平台体系持续壮大，具有一定影响力的平台超450家；平台的要素资源链接能力大幅增强，重点平台的数据增 值、模型沉 ...

Group 1 - The Ministry of Industry and Information Technology issued the "Action Plan for Promoting High-Quality Development of Industrial Internet Platforms (2026-2028)", which aims to guide platform and manufacturing companies to co-build an open-source ecosystem and enhance compatibility with open-source operating systems like HarmonyOS [1] - According to IDC, by 2027, the overall IT market investment in China's manufacturing industry is expected to reach 1,718.99 billion RMB [1] - The integration of industrial software and AI is projected to accelerate, with the share of AI+industrial software in the industrial software market increasing from 9% in 2024 to 22% by 2028 [1] - Companies with AI technology accumulation and practical application capabilities in industrial vision, smart equipment, and industrial internet platforms are recommended for investment, especially those that can collaborate with leading manufacturing enterprises [1] Group 2 - As of January 14, 2026, the CSI Industrial Internet Theme Index (931495) rose by 2.85%, with notable increases in constituent stocks such as Zhongkong Technology (up 12.64%), Yonyou Network (up 10.01%), and Haige Communication (up 10.00%) [1] - The Industrial Internet ETF (159778) increased by 3.13%, with the latest price at 1.19 RMB [1] - The CSI Industrial Internet Theme Index tracks 50 listed companies involved in industrial internet hardware manufacturing, software development, and application services, reflecting the overall performance of these companies [2] - As of December 31, 2025, the top ten weighted stocks in the CSI Industrial Internet Theme Index include companies like Huichuan Technology, BYD, and Zhaoyi Innovation, accounting for a total of 45.37% of the index [2]

1月14日，A股科技板块再度走强，AI应用和AI智能体概念强势。截止10点40分，同类费率最低云 计算ETF华夏（516630）大涨5.65%，持仓股税友股份、东华软件、用友网络、恒生电子等多股涨停， 易点天下、卫宁健康涨超12%。低费率创业板人工智能ETF华夏（159381）同样反弹上涨，涨幅达 3.4%；通信ETF华夏（515050）涨1.43%。 创业板人工智能ETF华夏（159381）助力布局创业板AI主业公司。资料显示，该ETF跟踪指数一半 权重在AI硬件算力（CPO），一半权重在AI软件应用（计算机、传媒、电子），具备较高弹性和代表 性。目前该ETF场内综合费率仅0.20%，位居同类最低。场外联接（A类：025505；C类：025506）。 消息面上，工业和信息化部印发《推动工业互联网平台高质量发展行动方案（2026—2028年）》。 方案指出，加快培育流程自动化助手、智慧巡检数字人、具身智能装备等自决策、自执行、自演进的工 业场景智能体。其中提到，实施工业互联网与人工智能融合赋能行动，推动人工智能技术在工业全链条 渗透。 通信ETF华夏（515050）跟踪中证5G通信主题指数，深度聚焦英伟达、苹 ...

今日（1月14日）重仓软件开发行业的信创ETF基金（562030）场内价格盘中猛拉9.5%，现涨7.53%，实时涨幅霸居全市场ETF涨幅榜第一！ | 全部 | | 觉量 | 行业 | 荣始 | | --- | --- | --- | --- | --- | | | | ■ 相同指数ETF仅显示最活跃的一只 ② | | 成交额 > | | 序号 | (4555) | | 名称 | 涨跌幅 | | | 562030 | | 信创ETF其全 | | 【扎根自主可控，护航国家安全】 聚焦信息技术自主可控领域的信创ETF基金（562030）及其联接基金（A类：024050；C类：024051）被动跟踪的中证信创指数，覆盖基础硬件、基础软 件、应用软件、信息安全、外部设备等信创产业链核心环节，指数具备高成长、高弹性特征，当前形势下，重点关注信创产业的四重投资逻辑： 1、国际形势：地缘政治扰动，逆全球化趋势加剧，自主可控需求迫切，从国家安全、信息安全、产业安全的角度来讲，信创领域，均有国家大力扶持和企 业加速发展的必要性； 消息面上，1月13日，工业和信息化部印发《推动工业互联网平台高质量发展行动方案（2026—2028年 ...

Group 1 - Baotong Technology's stock increased by 5.81%, reaching 26.39 CNY per share, with a trading volume of 598 million CNY and a turnover rate of 6.61%, resulting in a total market capitalization of 11.051 billion CNY [1] - Baotong Technology, established on December 27, 2000, and listed on December 25, 2009, is located in Wuxi, Jiangsu Province. The company's main business involves industrial internet services and mobile internet, with revenue composition as follows: mobile game products 43.69%, digital products for intelligent transportation 43.44%, and intelligent transportation system services 12.87% [1] Group 2 - The top circulating shareholder of Baotong Technology includes a fund from GF Fund Management, specifically the GF CSI 1000 ETF (560010), which entered the top ten circulating shareholders in the third quarter, holding 1.4131 million shares, accounting for 0.4% of circulating shares. The estimated floating profit today is approximately 2.0491 million CNY [2] - The GF CSI 1000 ETF (560010) was established on July 28, 2022, with a latest scale of 35.303 billion CNY. Year-to-date return is 8.02%, ranking 1353 out of 5520 in its category; the one-year return is 49.2%, ranking 1592 out of 4203; and since inception, the return is 19.09% [2]