记者丨黎雨桐 见习记者林健民 6日，A股三大指数高开，截至9：50左右，沪指报4054.25点，突破2025年11月14日的阶段高点，刷新 2015年7月底以来的新高。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ | 上证指数 深证成指 | 科创综指 | | --- | --- | | 4054.25 13946.42 | 1723.70 | | +30.83 +0.77% +117.79 +0.85% +27.86 +1.64% | | | 创业板指 万得全A | 北证50 | | 6599.79 3318.62 | 1482.88 | | +61.85 +0.95% +24.07 +0.73% +16.46 +1.12% | | | 沪深300 中证500 | 中证A500 | | 4762.71 7745.80 | 5823.89 | | +44.97 +0.95% +94.61 +1.24% +60.59 +1.05% | | | 中证1000 深证100 | 中证红利 | | 7818.17 5966.20 | 5538.87 | | +64.29 +0.83% +37 ...

Core Viewpoint - Tian Tie Technology is not directly producing solid-state batteries but is involved in the development and production of lithium metal and copper-lithium composite strip products, which serve as anode materials for solid-state batteries [2] Group 1: Company Developments - Tian Tie Technology's wholly-owned subsidiary, Anhui Tian Tie Lithium Battery New Energy Co., Ltd., produces lithium metal and copper-lithium composite strip products [2] - The company has invested in Shenzhen Xinjie Energy Technology Co., Ltd., which has a planned total capacity of 10GWh for solid-state lithium metal battery production, with the first phase of 2GWh capacity already announced to be operational as of December 29, 2025 [2] - The first batch of high-energy lithium metal solid-state cylindrical batteries is targeted for high-end consumer electronics, covering applications such as drones, eBikes, electric motorcycles, floor-cleaning robots, and AGVs [2] Group 2: Future Plans - The second phase of production capacity is planned to be 8GWh, focusing on eVTOL, embodied robots, and new energy vehicles [2] - Currently, the company's liquid cooling products have not been applied in the cooling of robots [2]

证券日报网讯1月5日，华光新材在互动平台回答投资者提问时表示，公司在机器人领域的业务进展可关 注公司后续披露的定期报告。 ...

Market Review - The Huaxia Sci-Tech AI ETF (589010) increased by 4.69% on January 5, with strong upward momentum throughout the day, closing at its highest point. Over 10 constituent stocks rose more than 5%, with Fudan Microelectronics surging over 12% [1] - The Robot ETF (562500) closed up 1.77%, showing steady growth and maintaining its position above the intraday average line. Among its 73 constituent stocks, 2 stocks rose over 10%, and more than 8 stocks increased over 5%, led by industry leaders such as Tianzhihang and iFlytek [1] - The total trading volume reached 1.849 billion yuan, indicating high market participation sentiment. The latest market capitalization of the Robot ETF stands at 26 billion yuan, highlighting its strong "capital absorption" effect and investment value [1] Hot News 1. NVIDIA announced a series of AI models and tools to expand its technology applications, aimed at accelerating the development of autonomous vehicles and providing technical support for the next generation of robots. The newly launched "Alpamayo" automotive platform allows vehicles to perform "reasoning" in real-world scenarios [2] 2. At CES, Qualcomm introduced its next-generation robot architecture, integrating hardware, software, and composite AI. The latest high-performance robot processor, the Qualcomm Dragonfly IQ10 series, targets industrial AMRs and advanced full-size humanoid robots, enhancing the company's robot development roadmap [2] 3. Victory Energy announced that as of the disclosure date, the acquirer Qiteng Robotics has deposited a total of 112 million yuan in the designated account for the tender offer. The funding sources for this acquisition include self-owned and self-raised funds, with the latter still pending approval [2] Institutional Views - CITIC Securities believes that the Gemini 3 enhances AI application expectations, and the Optimus Gen3 is steadily advancing, continuously catalyzing marginal progress in the humanoid robot sector. As of December 12, the humanoid robot sector has seen a year-to-date increase of 46% [2]

Core Insights - The article discusses the transformative impact of AI on various industries, highlighting the advancements presented by NVIDIA at CES 2026, particularly focusing on the new Rubin platform and the Alpamayo open-source model for autonomous driving [1][3][5]. Group 1: NVIDIA Rubin Platform - The NVIDIA Rubin platform introduces six new chips aimed at creating a leading AI supercomputer that excels in cost, performance, and security, significantly reducing training time and inference token costs [8][10]. - The platform features innovations such as the latest NVIDIA NVLink interconnect technology, a Transformer engine, and advanced security measures, which collectively enhance AI capabilities and reduce the GPU count needed for training models by four times compared to previous generations [13][17]. - The Rubin platform is designed to meet the increasing demand for AI computing, with a total bandwidth of 260TB/s, surpassing the entire internet's bandwidth, and is expected to be commercially available in the second half of 2026 [19][20]. Group 2: Alpamayo Open-Source Model - The Alpamayo series introduces a visual-language-action (VLA) model that enhances autonomous driving capabilities by enabling vehicles to reason through rare scenarios, thereby improving safety and interpretability [27][28]. - This model is part of a cohesive open ecosystem that includes open-source models, simulation tools, and datasets, allowing developers to build upon it for autonomous driving technology [29][30]. - The Alpamayo model, featuring 10 billion parameters, is designed to generate driving trajectories and reasoning traces from video inputs, providing a foundation for developers to create tailored autonomous driving solutions [30][31]. Group 3: Robotics and Physical AI - NVIDIA has launched new open-source models and frameworks for physical AI, aimed at accelerating the development of versatile robots capable of learning multiple tasks [35][36]. - The company emphasizes the importance of simulation and evaluation frameworks, such as the Isaac Lab-Arena, to streamline the development process and ensure robust performance before deployment [43][45]. - Collaborations with industry leaders in robotics are highlighted, showcasing the integration of NVIDIA's technology into next-generation robots, which are expected to revolutionize various sectors [36][50].

Group 1: Core Insights - Nvidia's CEO Jensen Huang announced that the robotics field has entered a "ChatGPT moment" and introduced a series of open-source "physical AI" models [2] - The new AI chips have achieved "full-scale production" with a fivefold increase in computing power compared to the previous generation, specifically designed for AI applications like chatbots [6] - Nvidia's new platform, Vera Rubin, is set to launch in late 2026 and is expected to have a profound impact on the future of AI due to the industry's heavy reliance on Nvidia's technology [10] Group 2: Robotics and AI Models - Huang showcased two robots, BDX and GR00T, demonstrating how they learn and interact with their environment [4] - The Nvidia Cosmos Transfer 2.5 and Cosmos Predict 2.5 models can generate realistic synthetic data for evaluating robot performance in a safe virtual environment [4] - The Nvidia Isaac GR00T N1.6 model allows for precise control of humanoid robots using visual language action capabilities [4] Group 3: AI Chip Advancements - The new AI chip's performance leap is attributed to the proprietary data format developed by Nvidia, which allows for significant performance improvements with only a 60% increase in transistor count [8] - The chip includes a "context memory storage" layer to enhance response times in conversational AI applications [8] - Nvidia has partnered with Groq to strengthen its position in the AI inference market [8] Group 4: Autonomous Driving Initiatives - Nvidia plans to initiate robotaxi trials with partners as early as 2027, showcasing its ambition in the autonomous driving sector [14] - The company has developed a decision-making software named Alpamayo for autonomous vehicles, which records decision processes for engineers to review [12] - Nvidia's Drive AGX Thor onboard computer is priced around $3,500 and is designed to help automakers save development time and accelerate feature deployment [15]

Market Overview - The Dow Jones Industrial Average reached an intraday high of 49,000 points, closing with a gain of 1.23%, while the S&P 500 and Nasdaq also saw increases of 0.64% and 0.69% respectively [1] - Tesla shares rose over 3%, Amazon increased by more than 2%, while Apple saw a decline of over 1% [1] - The Nasdaq Golden Dragon China Index rose by 0.49%, with notable gains in Chinese stocks such as Sowell (+53%) and Brain Rejuvenation Technology (+31%) [1] Economic Indicators - U.S. Treasury yields fell across the board, with the 10-year yield dropping by 4.3 basis points following weak ISM data [2] - The U.S. dollar declined, reversing gains made during a brief period of risk aversion [2] - Bitcoin surged back to around $95,000, while Ethereum surpassed the $3,200 mark for the first time in a month [2] Commodity Market - Precious metals saw significant increases, with spot gold rising over 2.5% and silver jumping nearly 10% at one point [2] - Copper prices reached $13,000 for the first time [2] - WTI crude oil experienced fluctuations, rising over 3.6% from its daily low [2] Technology Developments - Nvidia unveiled its next-generation Rubin platform at CES, claiming a 10-fold reduction in inference costs compared to Blackwell, with plans for shipments in the second half of the year [2] - Qualcomm introduced a comprehensive robotics technology suite aimed at enhancing embodied intelligence across various robot types [3] Chinese Market Insights - Goldman Sachs recommends overweighting Chinese stocks, projecting annual growth of 15% to 20% for the Chinese stock market in 2026 and 2027 [4] - The China Securities Regulatory Commission held a meeting to enhance the collaborative crackdown on financial fraud [5] - Beijing plans to establish itself as a global leader in artificial intelligence, with initiatives in healthcare, manufacturing, and education [5] Industry Trends - The China Passenger Car Association forecasts a 25% growth in the sales of new energy passenger vehicles by 2025 [6] - GAC Group signed a comprehensive cooperation framework agreement with Huawei [7] - AI medical sector sees significant collaboration, with Insilico Medicine announcing an $888 million multi-year R&D partnership with Saviya [5] Robotics and AI - The CES showcased a household robot named Neo from 1X Technologies, backed by OpenAI, set for delivery in 2026 [13] - The domestic humanoid robot industry is transitioning from technology validation to commercialization, with a focus on scalability and consistency [13] Solid-State Battery Innovations - Donut Lab announced the launch of the world's first commercially viable solid-state battery, set to be showcased at CES [15] - The solid-state battery industry is at a critical juncture, moving from laboratory development to engineering validation [15] New Stock Offerings - Two new stocks are available for subscription: Zhixin Co., priced at 21.88 yuan per share, and Kema Materials, priced at 11.66 yuan per share [16]

Group 1 - ByteDance's "Doubao" AI glasses are rumored to be entering the shipping stage, but the company denies any sales plans at this time [2] - Xiaomi's founder Lei Jun clarified that his statement regarding Xiaomi's performance in battery life and energy consumption compared to Tesla was misrepresented [3] - Alibaba is launching a service to help restaurants utilize AI for showcasing their environments, aiming to compete with Meituan in the dining sector [8] Group 2 - Tesla's Shanghai Gigafactory is projected to contribute over 50% of Tesla's global deliveries in 2025, with an estimated 851,000 units delivered from this facility [10] - Xpeng Motors announced that the 2026 model of the P7+ has completed trial assembly in Austria and will be launched in China on January 8 and in Europe on January 9 [10] - Honor's executive responded to skepticism about Android's capability to produce better products than Apple's Air, asserting that Honor has achieved comparable results [9] Group 3 - McDonald's in Hong Kong announced an average salary increase of 3% for management staff and will distribute HKD 500 bonuses to over 12,000 employees [11] - Beijing's AI core industry is expected to reach a scale of 450 billion yuan by 2025, with over 2,500 companies in the sector [23] - The film "Zootopia 2" has become the highest-grossing imported film in Chinese history, surpassing 4.2502 billion yuan in total box office [23]

Company - Nvidia CEO Jensen Huang discussed automotive AI at CES, highlighting increasing competition in the sector [8] - Qualcomm released a new robotics chip architecture, betting on "physical AI" [8] - Goldman Sachs launched a secondary market consulting specialty in Europe, the Middle East, and Africa [8] - Multi-strategy hedge funds achieved significant returns last year, with Point72 reporting double-digit returns [8] - OpenAI's household robot is priced at $20,000 [8] - AT&T plans to relocate its headquarters from downtown Dallas to the suburbs, joining the trend of corporate relocations [9] Industry - The CES event showcased robots as the main highlight of the year [10] - The copper price in the U.S. reached a new high since the tariff surge last summer [10] - The oil price increased as traders assessed the impact of the Venezuelan situation on oil supply [10] - The Bloomberg Dollar Index in the New York foreign exchange market erased earlier gains due to the ISM manufacturing index [10]

在汽车产业智能化与电动化浪潮奔涌、全球供应链格局深度重构的当下，中国汽车零部件巨头如何借力 资本、前瞻布局，不仅实现自身的高质量发展，更在激烈的全球竞争中塑造不可替代的竞争优势？ 近日，均胜电子董事长王剑峰在接受中国证券报记者专访时，深入剖析了均胜电子的成长逻辑、战略定 力以及对未来产业的深刻洞察。通过精准全球并购，均胜电子实现"中国基因、全球布局"的关键跨越， 如今正加速描绘智能驾驶与机器人新赛道上的广阔蓝图。 并购整合塑造全球竞争力 回顾均胜电子近二十年的发展历程，其跨越式成长与一系列关键的国际并购紧密相连。 这种前瞻性布局，正逐步转化为实实在在的业务进展。目前，均胜电子已基本完成机器人关键部件解决 方案的搭建，并与智元机器人、银河通用等国内外多家机器人公司展开合作，部分产品已实现批量供货 或送样。王剑峰特别强调了与工业场景结合的务实路径。"我们首先聚焦的是工业机器人，希望在未来 三年内，解决其在复杂工业场景中应用的'最后一公里'问题，让生产线上的机器人能像熟练工人一样高 效、灵活地工作。"他认为，相较于目前更多处于展示阶段的服务娱乐型人形机器人，能切实提升制造 业效率、降低成本的工业机器人将更快迎来爆发 ...