每周日至每周四22:00推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解 禁、高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热 点，防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①脑机接口+机器人+低空经济+多模态AI+边缘计算+军工！这家公司引进脑机接口技术及设备作为智慧医 疗辅助工具；②脑机接口+机器人+ AI智能体+空间计算+华为鸿蒙！这家公司脑机业务预计于2026年3月 推出原型机；③锂电池+人形机器人+固态电池+军工+华为+新能源汽车！公司拟斥资87亿元投建磷酸铁锂 等项目，与智元机器人深度合作并获得首个规模化商业订单。 前言 ...

（原标题：壹连科技拟募资不超过12亿元? 用于新能源智能制造柔性电连接系统等项目） 壹连科技(301631)1月5日晚间公告，公司拟发行可转换公司债券募集资金总额不超过12亿元，拟投资于新能源智能制造柔性电连接系统项目及补 充流动资金。 具体来看，新能源智能制造柔性电连接系统项目投资总额11.84亿元，拟使用募集资金9亿元，公司拟在江苏省常州市溧阳市新建生产基地。项目 建成达产后将形成年产新型柔性电连接组件约4500万件的产能规模，从而进一步巩固公司和国内外知名新能源汽车及储能厂商的稳定合作关系， 完善公司的技术能力与产业规模。 壹连科技进一步表示，该项目的核心产品之一为柔性线路板（简称"FPC"）。公司FPC相关产品主要服务于新能源汽车及储能行业，该等领域正处 于快速发展阶段，终端客户产能持续扩张所带来的订单需求较为明确。 其中，小鹏汽车、东风日产、长安深蓝汽车、吉利汽车、大众汽车、长城汽车等整车厂商均已大批量使用公司FPC产品，阳光电源、海博思创等 储能客户基于行业景气提升及其自身业务快速增长，亦向公司提出明确的FPC产品增量需求。此外，以某头部新能源汽车公司为代表的国际客 户，对供应商产能规模与交付保障 ...

其中，小鹏汽车、东风日产、长安深蓝汽车、吉利汽车、大众汽车、长城汽车（601633）等整车厂商均 已大批量使用公司FPC产品，阳光电源（300274）、海博思创等储能客户基于行业景气提升及其自身业 务快速增长，亦向公司提出明确的FPC产品增量需求。此外，以某头部新能源汽车公司为代表的国际客 户，对供应商产能规模与交付保障能力提出了明确要求，"若公司无法及时扩大FPC制造能力，将面临 丢失重要战略项目的风险。"壹连科技表示。 与此同时，以低空经济、具身智能、AIDC、创新医疗（002173）为代表的新兴领域，以及以电子皮肤 为代表的关键技术应用，呈现繁荣发展趋势，对轻薄化、高可靠、定制化FPC的需求日益迫切。壹连科 技正在研发和迭代的人形/四足仿生机器人动力及信号解决方案、电动垂直起降飞行器(eVTOL)电连接 方案、多模态仿生电子皮肤方案等均对FPC提出大量且日益复杂的高端需求。壹连科技表示："面对下 游多领域共振放量的市场机遇，公司须提前布局产能，以满足客户持续增长的订单需求。" 壹连科技同时表示，以公司核心客户宁德时代（300750）为代表的动力电池领军企业亦为推动下一代电 池系统集成化，对FPC—CCS ...

Core Viewpoint - Jintian Co., Ltd. has successfully transformed from a leading copper processing company to a global advanced materials supplier during the 14th Five-Year Plan period, with plans for high-end, international, and diversified development in the 15th Five-Year Plan period [1] Group 1: Business Growth and Market Position - Jintian Co., Ltd. has achieved significant growth in its core business, with a compound annual growth rate of 8% in copper production from 2021 to 2024, reaching a total output of 1.9162 million tons of copper and copper alloy materials in 2024, making it the largest globally [1] - In the first half of 2025, the company produced 919,800 tons of copper and copper alloy materials, maintaining its industry-leading position [1] - The company is recognized as one of the largest and most comprehensive producers of copper and copper alloy materials in China, as well as a technologically advanced player in the rare earth magnetic materials sector [1] Group 2: High-End Product Development - A key highlight during the 14th Five-Year Plan was the breakthrough in high-end products, with Jintian Co., Ltd. focusing on a "dual upgrade" strategy for products and customers, successfully developing high-performance copper-based materials with independent intellectual property rights [2] - The company’s products are widely used in cutting-edge fields such as new energy vehicles and AI data centers, with a 137% year-on-year increase in shipments of 800V high-voltage electromagnetic flat wires in the first half of 2025, accounting for 42% of total shipments [2] - Jintian Co., Ltd. has established partnerships with major companies like BYD, Geely, Xiaomi, and CATL, covering core modules of the three-electric system [2] Group 3: Emerging Market Focus - The company has made significant strides in emerging sectors such as AI data centers and robotics, with a 60% year-on-year increase in copper material sales in the cooling sector in the first half of 2025, and a 72% increase in copper busbar sales [3] - Jintian Co., Ltd. has begun supplying high-precision, high-conductivity micro electromagnetic wires for various robotic motors, laying the groundwork for future market expansion [3] - The company has been proactive in the rare earth permanent magnet and new energy electromagnetic flat wire sectors, with a production capacity of 9,000 tons for rare earth permanent magnet materials, and plans to expand this capacity to 13,000 tons [3] Group 4: Future Strategic Plans - Looking ahead, Jintian Co., Ltd. has outlined its strategic blueprint for the 15th Five-Year Plan, focusing on expanding production capacity in Thailand and Vietnam, and upgrading domestic facilities [4] - The company aims to concentrate on over 20 strategic projects in technology innovation, including the development of graphene copper composite materials [4] - Jintian Co., Ltd. is committed to becoming a globally leading supplier of copper and copper alloy materials, emphasizing high-end, international, and diversified strategies to enhance its market share and brand influence [4][5]

证券日报网讯 1月5日，新劲刚在互动平台回答投资者提问时表示，公司高度关注国家低空经济等新兴 产业政策的发展导向，并积极布局相关领域。公司子公司凯际智能作为低空经济领域的重要参与者，其 业务发展已取得阶段性成果：1.2024年10月，凯际智能与深圳市智胜高技术研究院签订战略合作协议， 双方合作持续深化。2.2025年9月，凯际智能以800万元投资广州劲空科技创新有限公司，联合研发无人 机反制相关产品，共同打造低空管制监管系统，加速了商业化落地进程。公司将密切跟踪低空经济产业 的发展动态，依托凯际智能在该领域的技术积累与项目经验，主动响应政策导向，积极拓展市场，力争 在低空经济赛道中实现业务的高质量增长，以更优的经营业绩回报广大投资者。 （文章来源：证券日报） ...

Core Viewpoint - The central economic work conference emphasizes "domestic demand as the main driver, building a strong domestic market" as a priority for economic tasks in 2026, with specific deployments such as "deeply implementing special actions to boost consumption" and "releasing the potential of service consumption" [2] Group 1: Pilot Cities and Economic Context - Hefei and Wuhu, as the largest cities in Anhui, have been selected as part of a national pilot program to explore new consumption formats, models, and scenarios, alongside major cities like Beijing and Shanghai [2][5] - The pilot program aims to stimulate consumption through supply-side reforms, creating new demand and gradually establishing a long-term mechanism to promote consumption and activate the market [2][5] Group 2: Implementation Focus - The pilot program will focus on three main areas: 1. Establishing a service system for the "first launch economy" [7] 2. Innovating diversified service consumption scenarios [7] 3. Supporting cross-industry collaborations with well-known IPs [7] - Hefei and Wuhu are expected to receive 400 million yuan and 300 million yuan in central government subsidies, respectively, to support these initiatives [8] Group 3: Local Economic Development - Hefei has shown significant growth in its consumption sector, with 21 national-level pilot projects approved, accumulating over 1 billion yuan in national funding [10] - Wuhu's retail sales of consumer goods have grown from 189.3 billion yuan in 2020 to 201.8 billion yuan in 2024, with an average annual growth rate of about 7% [13] Group 4: Strategic Goals - Hefei aims to become an "international consumption center city," while Wuhu targets the establishment of a landmark "new product launch center" [3][16] - Both cities plan to attract high-profile domestic and international brands to set up flagship stores and host high-end launch events [16] Group 5: Innovation in Consumption Scenarios - Hefei plans to develop new cultural facilities and immersive experiences, while Wuhu will leverage digital technology to create new tourism consumption scenarios [17][18] - The focus will also be on revitalizing traditional brands and creating themed experiences to enhance consumer engagement [20]

Group 1 - The company, Dianguang Media, is actively promoting the integration of "culture + technology + tourism" [1] - The company plans to explore the low-altitude economy and the integration of robotics with cultural tourism [1] - The company aims to enhance the experience and operation of scenic spots through technological empowerment [1]

近日，御风未来旗下中山福昆研发的150公斤级E40H民用无人驾驶航空器系统成功获得由中国民用航空中南地区管理局颁发的型号合格证（TC证书编 号：TC0105A-ZN）。 截至目前，国内共有10家企业的19款民用无人驾驶航空器已经获颁型号合格证，其中9款来自大疆，涉及应急、农用、运载等多个应用领域，以多旋翼农 业无人机机型居多，其中福昆航空的E40H是首款取得TC的中型复合翼以及混合动力无人驾驶航空产品，也是新版民用航空法颁布后我国首个取得型号合 格证的无人驾驶航空产品。 此次获颁型号合格证，意味着E40H的设计安全性和可靠性已完全符合民航局严格的适航标准，拥有了规模化商业运营的关键资质。 值得关注的是，当前低空经济行业适航取证进程正加速推进，据不完全统计，御风未来M1B、沃飞长空AE200、汇天"陆地航母"、广汽高域AirCab等机型 预计2026年完成TC取证，峰飞航空载人版eVTOL则计划于2026年底至2027年初实现适航突破。 相关资料显示，E40H由御风未来旗下中小型eVTOL品牌福昆自主研发。2024年7月31日，中国民用航空中南地区管理局正式受理福昆E40H型号合格证 （TC）申请，同年8月组建 ...

Core Insights - Dongguan has released 11 plots of high-quality industrial land to attract global enterprises and projects, emphasizing its commitment to the "manufacturing industry" core strategy [1][5] Group 1: Land Development and Strategic Focus - The 11 plots are strategically located in areas with excellent transportation and complete facilities, targeting strategic emerging industries and future industries such as high-end manufacturing, new generation information technology, semiconductors, new materials, new energy, biomedicine, artificial intelligence, and low-altitude economy [2][4] - Specific areas like Songshan Lake are designated for new generation information technology and semiconductor industries, while the Water Town functional area focuses on new energy, robotics, and low-altitude economy [2][4] Group 2: Infrastructure and Living Environment - The transportation network is a highlight, with plots connected to major transport routes, ensuring efficient movement of people and goods, integrating deeply into the Guangdong-Hong Kong-Macao Greater Bay Area's "one-hour living circle" [4] - Surrounding amenities include commercial complexes, quality medical resources, educational institutions, and ecological spaces, creating a favorable environment for talent retention and business operations [4][5] Group 3: Commitment to High-Quality Development - The release of industrial land reflects Dongguan's determination to optimize the business environment and promote high-quality development, aligning with the spirit of the municipal party committee's plenary session [5] - Dongguan invites domestic and international entrepreneurs to invest, highlighting its readiness to provide space, streamlined mechanisms, and improved services for collaborative high-quality development [5]

壹连科技（301631）2026年1月5日晚间发布公告，公司拟发行可转债募集12亿元资金，投向新能源智能 制造柔性电连接系统项目及补充流动资金，加码电子皮肤为代表的关键技术应用。项目建成达产后，将 形成年产新型柔性电连接组件约4500万件的产能规模。 公司表示，此举将进一步巩固公司和国内外知名新能源汽车及储能厂商的稳定合作关系，完善公司的技 术能力与产业规模，为下游客户提供更优质的服务，增强客户黏性，把握市场机遇并提升市场竞争力。 此外，公司也将以现有产业经验为支点，锚定未来，开辟增长新前沿：深入低空经济，为低空飞行器打 造"神经脉络"；切入具身智能，为机器人赋予"敏锐触感"；进一步深化电子皮肤应用，在细分场景定义 感知新范式。以此构建从基础部件到智能系统的全景式产业生态。 多元化头部客户驱动前沿赛道需求明确 国务院发展研究中心在《中国发展报告2025》中研判，具身智能市场在2035年有望突破万亿元。这期 间，具身智能在工业制造、物流运输、医疗康养、公共服务等领域将实现规模化应用，加速带动大脑、 小脑及关键部件"卡脖子"技术突破，并通过"机器人即服务"等新模式深刻改变生产组织方式。"十五 五"期间，我国具身智 ...