市场昨日震荡拉升，沪指高开高走收出六连阳，沪深两市成交额1.88万亿，较上一个交易日缩量196 亿。从板块来看，商业航天概念持续爆发，算力硬件概念、福建板块走强。下跌方面，贵金属、保险、 乳业等板块跌幅居前。截至昨日收盘，沪指涨0.53%，深成指涨0.88%，创业板指涨0.77%。 在今天的券商晨会上，华泰证券认为，产品力或将成为2026年房企穿越周期的核心竞争力之一，有望重 3.两轮车板块：当前最大的特点是预期低、估值低，看是否能触底反弹。市场认为新新国标和国补退坡 极大地影响明年行业增长。但新新国标产品与消费者需求差异略大，新新国标影响程度可能弱于市场预 期。增量在于：①行业是"规模为王"，两次国标的出台减少玩家，预计份额持续提升;②三轮车单台利 润高;③出海逻辑。 4.扫地机板块。投资建议：重点关注红利逻辑+品牌出海的大家电;有机会触底反弹的标的。 中信建投：技术突破与资本赋能助力核聚变产业化提速 聚焦中上游投资机会 重点推荐：1、兼具"好信用、好城市、好产品"的"三好"地产股；2、依靠运营能力在市场调整中掌握现 金流生命线的房企；3、受益于香港市场复苏的香港本地房企；4、受益于稳健现金流、具备分红优势 ...

Core Insights - The article emphasizes that digital transformation is no longer optional for companies but a necessity for survival in the future. The focus is on the key trends and strategies that will shape digitalization in 2026. Group 1: Key Trends - The "14th Five-Year Plan" will provide strong strategic support for corporate digitalization, guiding companies in aligning their digital goals with national priorities in technology innovation, industrial integration, and green development [1] - AI technology is transitioning from concept validation to large-scale application, with a focus on deep integration rather than superficial enhancements. Companies will prioritize practical applications of AI to solve real business challenges [2] - Emotional value is becoming a critical competitive factor, as companies need to create positive emotional experiences for users and employees to enhance loyalty and engagement [3] Group 2: Operational Challenges - Cost reduction and efficiency improvement remain central to corporate survival, with over 70% of companies reducing their digitalization budgets. This necessitates a reevaluation of investment returns and a focus on high-value scenarios [4] - Data strategy is evolving from compliance to intelligent-driven applications, with companies recognizing data as a core asset for driving smart decision-making and personalized services [4][5] - The "mid-life crisis" is affecting information departments, as experienced technical staff face challenges from rapid technological changes and a shift in demand for multi-skilled talent [5]

虽然相关法律法规早已划定了涉股市言行的清晰边界，禁止任何单位和个人编造、传播虚假信息或误导 性信息，扰乱证券市场。但随着自媒体、直播等业态的快速发展，制造、传播股市"小作文"的现象屡见 不鲜，各类假新闻、假专家层出不穷：有散布监管政策谣言者，有炒作上市公司不实信息者，还有随意 预测股市涨跌者等，目的无非是博眼球、赚流量，操纵股价、低买高卖，严重污染信息环境，扰乱市场 秩序。 还投资者一个清朗的信息环境，在处置、关闭相关网络账号外，还有必要追根溯源。一篇篇股市"小作 文"的背后，往往埋伏着"引流—炒作—收割"的产业链条，要抽丝剥茧挖出幕后利益链，对涉嫌违法的 该查就查，对构成犯罪的该追究刑事责任得追究，对投资者因虚假信息造成损失的予以支持依法索赔， 构建起"不想传谣、不能传谣、不敢传谣"的常态化机制。 守护清朗的投资信息环境，功夫既在信息里，也在信息外，离不开多方参与的久久为功。网络平台要切 实担起主体责任，当好信息的过滤器和守门人，不能为了流量而对虚假信息睁一只眼闭一只眼。上市公 司要及时透明地披露信息，用权威真实声音击穿"小作文"。投资者则需擦亮双眼，对那些"稳赚不赔"的 诱惑多一分警惕，对所谓"独家爆料" ...

【环球时报综合报道】编者的话：曾经定义了"扫地机器人"这一品类的美国公司iRobot，如今正式走入 破产重组程序。这家在21世纪初凭借首款扫地机器人Roomba改变家庭清洁方式的企业，在成本上升与 全球竞争加剧的背景下，被其中国主要供应商深圳杉川机器人有限公司接手。这一消息引发美国产业界 的广泛讨论，外媒普遍认为，iRobot的遭遇折射出全球扫地机器人产业在消费电子逻辑下的深刻重构。 iRobot首席执行官加里·科恩更在采访中坦言，公司在与中国同行的竞争中"面临长达四年的创新差距"。 那么，美国扫地机器人产业现状如何？中国相关企业近年又取得了哪些关键进展？ 从行业先驱到申请破产 美国CNBC网站报道称，在经历了多年的财务困境后，iRobot这家扫地机器人领域的先驱公司近日宣布 申请破产。iRobot表示，公司已在美国特拉华州申请破产保护，作为与杉川达成重组协议的一部分。公 司希望通过将自身在创新、消费者设计与研发方面的积累，与中国供应商在制造、技术与规模化方面的 优势结合，延续品牌生命。 但在iRobot联合创始人、前首席执行官科林·安格尔看来，这一结局本可以避免。他直言破产"对消费者 而言是一场悲剧"，更是 ...

随着具身智能机器人热度飙升，作为其实现精细操作的核心部件——灵巧手的商业化落地情况备受关 注。在具身智能机器人产业高速发展的背景下，灵巧手市场增长动力强劲，产业前景被广泛看好。 近期，多家上市公司加码布局灵巧手赛道。 战略合作成为企业快速切入赛道的重要方式。例如，12月23日，宁波华翔电子股份有限公司发布公告 称，公司子公司宁波华翔启源科技有限公司与深圳市大寰机器人科技有限公司共同签订了《战略合作协 议》，双方拟在通用人形机器人灵巧手的研发、制造和销售等领域加强合作。 凯龙高科董事长臧志成表示："灵巧手智能检测设备的推出，填补了行业全维度操作力检测的空白，将 为灵巧手研发企业、应用端企业提供高效、精准的性能验证工具，缩短产品研发周期、降低验证成 本。" 上市公司密集布局背后，是灵巧手产业广阔的发展前景。 中国电子商务专家服务中心副主任郭涛向《证券日报》记者表示，当前企业以医疗、工业等场景需求为 业务规划锚点，反向驱动技术精准迭代，形成了"需求牵引—技术攻坚—产能释放"的产业闭环。一方 面，产能规模化扩张可有效降低边际成本，为商业化落地提供价格支撑；另一方面，微型驱动、柔性传 感等关键技术瓶颈的突破，能进一步提 ...

Core Insights - The article discusses the challenges and innovations in the orange cultivation industry, particularly focusing on the "Chucheng" brand and its digital transformation efforts in agriculture [1][8]. Group 1: Agricultural Challenges - The orange harvesting season in Yunnan's Ailao Mountain has been delayed by about half a month due to excessive rainfall affecting sugar accumulation [1] - The agricultural sector is heavily reliant on weather conditions, which is described as "interacting with the sky" by the general manager of Chucheng Agriculture, Chu Yibin [1] Group 2: Brand Development - "Chucheng" has evolved from a symbol of inspiration to a brand with multiple derivatives, including "Yunguan Orange" and "Chucheng Orchard," generating annual sales of 300-400 million yuan [1][2] - The brand's growth is attributed to its digital capabilities and a "long-term worker model" that integrates hundreds of farmers, providing them with technology, management, and brand support [3] Group 3: Digital Transformation - The digital transformation in agriculture is a gradual process, requiring careful planning and execution to avoid setbacks [1][6] - Chucheng Agriculture has established a comprehensive digital management system covering the entire production chain, from planting to sales, utilizing sensors and automated equipment for efficiency [6][7] Group 4: Market Positioning - The sales price of Chucheng and Yunguan oranges exceeds 10 yuan, significantly higher than the typical market price of 3-5 yuan for ordinary ice sugar oranges, due to their advanced digital management [4] - The "long-term worker model" allows for a transparent value distribution system, where income disparities for different quality grades can reach up to four times [3] Group 5: Future Directions - The integration of AI technology in agriculture is being explored, including image recognition for assessing tree health and real-time guidance for farmers [7] - The article emphasizes that the future of agriculture lies in balancing traditional practices with technological advancements, ensuring sustainable growth [8]

证券日报网讯12月24日，领益智造（002600）在互动平台回答投资者提问时表示，公司凭借精准的战略 布局、高效的管理体系以及敏锐的市场洞察力，营运能力和业务能力积极向好。公司坚持多品类、多地 区协同发展的国际化发展战略。随着全球AI技术在各领域快速落地，公司精准卡位硬件关键节点， 在"人"-人形机器人、"眼"-AI眼镜及XR设备、"折"-折叠屏设备、"服"-服务器等战略聚焦的四大新兴应 用领域形成多赛道协同优势，构建起多场景的增长格局。公司相信自身在以上几大领域的管理理念和制 造能力相通，可实现跨产品、跨应用的模组化、可复用性与可扩展性，通过深度融合材料创新应用、工 艺前沿开发与多元化应用场景，公司形成了全面的体系，充分调动资源，提供前瞻及在多场景复制的解 决方案能力。 ...

Core Viewpoint - The company emphasizes the importance of technological innovation and sustainable development in its operations [1] Group 1: Technological Innovation - The company plans to utilize AI technology to enhance innovation in drug development across various stages [1] Group 2: Sustainable Practices - The company's rice endosperm cell bioreactor is characterized as a plant-based manufacturing process, highlighting its environmentally friendly attributes [1]

值得关注的是，公司基本面持续向好，核心业务与创新布局多点开花。作为智慧口岸、智能交通领域的 领军企业，盛视科技海外市场拓展成效显著，非洲、中东、东南亚等区域多个标杆项目顺利落地并获客 户高度认可，海外业务收入同比实现大幅增长。同时，公司围绕"盛算"大模型打造的"1+N+X"研发体系 持续优化，AI技术在海关、边检、政务等核心场景的规模化应用不断深化，为长期发展注入强劲动 力。 业内人士分析，股东减持计划的平稳落地，意味着短期扰动因素已基本消除，后续公司股价将更多回归 基本面驱动。随着智慧口岸行业景气度提升、海外市场渗透率持续提高及AI技术产业化落地加速，盛 视科技的核心竞争力与成长潜力将进一步凸显，为投资者带来长期价值回报。 本报讯 （记者矫月）12月24日，盛视科技股份有限公司（以下简称"盛视科技"）披露股东权益变动进 展，公司员工持股平台舟山智能人企业管理咨询合伙企业（有限合伙）（以下简称"智能人"）及舟山云 智慧企业管理咨询合伙企业（有限合伙）（以下简称"云智慧"）于近期通过集中竞价合计减持公司股份 261.84万股，占公司目前总股本的1.0000%（智能人和云智慧本轮减持计划集中竞价部分已减持完 毕） ...

Core Insights - The event "AI Empowerment and Competency Implementation - Intelligent Technology Driving Classroom Teaching and 2025 Competency Education Growth Seminar" was held, where Yuanfudao officially launched the next generation "AI Classroom 2.0" and announced the establishment of the "Middle School Learning Development Research Institute" to support the transition of basic education from knowledge transmission to competency cultivation [1][2]. Group 1 - Yuanfudao's large model is based on the principle "Curriculum Standards are the Command Stick, AI is the Weapon," integrating deep educational research into the AI core [1][2]. - The AI capability system is incorporated into three stages: pre-class, in-class, and post-class, ensuring professional and accurate content while introducing five core AI solutions for personalized learning support [1][2]. Group 2 - Yuanfudao's Vice President Ma Min emphasized that AI revitalizes education through three key concepts: "learning to learn," "teaching according to aptitude," and "pointing to the future" [1][2]. - The company aims to drive a comprehensive innovation in teaching processes with AI technology, transforming the new curriculum standards into perceivable and achievable personalized learning experiences, facilitating the transition from ideal to norm in teaching according to aptitude [1][2].