双欣环保1月5日在互动平台表示，PVA应用领域广泛，有用于机器人领域的潜力。目前公司产品尚未用 于人型机器人领域。 ...

（文章来源：每日经济新闻） 科创50ETF（588000）追踪科创50指数，指数持仓电子行业66.39%，计算机行业4.73%，合计71.12%， 与当前人工智能、机器人等前沿产业的发展方向高度契合。同时涉及半导体、医疗器械、软件开发、光 伏设备等多个细分领域，硬科技含量高，看好中国硬科技长期发展前景的投资者建议持续关注。 1月5日午后，科创50ETF（588000）涨幅扩大至4.16%，成分股中仅2只个股下跌。盘面上，半导体板块 活跃，中微公司大涨14.03%，澜起科技上涨7.98%，柏楚电子上涨7.93%，佰维存储上涨7.83%，金山办 公、拓荆科技等涨超6%；截至发文，科创50ETF（588000）成交额达50.52亿元。 展望后市，浙商证券认为，2025年半导体设备指数显著跑赢大盘，当前估值处于28%分位点。其中前道 设备营收持续高增长，利润增速结构性放缓；后道设备迎来爆发式增长，净利率显著提升，行业呈现高 景气态势。 ...

新华社贝尔格莱德1月5日电 综述：欧洲金融机构和业内人士看好中国经济增长前景 新华社记者金丹依 多家欧洲金融机构日前发布研究报告认为，在宏观政策支持、完备产业体系以及不断激活经济发展新动 能的共同作用下，中国经济有望在2026年保持稳定增长，在全球主要经济体中展现出较强韧性。 近期，英国渣打银行在其2026年全球经济展望报告中上调了对中国经济增长的预期。报告认为，贸易环 境阶段性缓和与出口市场多元化将继续对中国出口增长形成支撑。2026年中国经济增长主要动力将更多 来自科技驱动的投资、生产率的提升以及力度更大的扩大内需政策。财政和货币政策都将继续支持经济 增长，为中国经济转型提供支撑。 法国兴业银行认为，2026年，宏观政策和结构性改革将成为支撑中国经济增长的重要因素。同时，中国 在绿色技术和先进制造等创新领域的持续投入也将为未来增长注入动力。 荷兰国际集团分析认为，中国经济在2026年有望实现稳定增长。该机构指出，随着中国近年来在人工智 能、机器人等领域取得突破，科技与创新正在成为中国经济增长的关键动能。 一些欧洲金融机构分析师同样看好2026年中国经济增长前景。德意志银行中国区首席经济学家熊奕接受 新华社 ...

Group 1 - The core viewpoint indicates that since Q3 2025, global manufacturing has shown signs of recovery, but the chemical product PPI has weakened year-on-year, with domestic real estate demand at a cyclical bottom [1] - The sales of new energy vehicles continue to grow significantly, and retail sales growth is stable and improving [1] - On the supply side, China has become a global leader in the chemical industry, while the manufacturing and chemical production capacity utilization rates in the EU are declining, with domestic conditions remaining relatively stable [1] Group 2 - In terms of capital expenditure, domestic basic chemical fixed asset investment growth has turned negative, but oversupply continues to exert short-term pressure on prices, with the inventory cycle in a passive replenishment phase [1] - The price spread of bulk chemicals remains at historical lows, while resource-based enterprises maintain relatively high ROE [1] - Market trends show that sectors with improving conditions, such as fluorine chemicals and phosphate and potassium fertilizers, are performing well, alongside price increases in smaller varieties driven by accidents [1] Group 3 - The chemical leader ETF (516220) tracks a sub-index of the chemical sector (000813), which selects listed companies involved in fertilizers, pesticides, and coatings to reflect the overall performance of the chemical industry [1] - The index constituents are representative enterprises in their respective fields, with a style allocation that balances growth and value, aiming to capture diverse investment opportunities in the chemical industry [1]

朋友们，一个让人瞠目结舌的数据：全球十大富豪，去年财富暴涨了整整5790亿美元！ 这比亚马逊的 整个市值还高。我是帮主郑重，当我们还在为账户几个点的波动操心时，顶级财富的膨胀已经进入了另 一个维度。 第一， "看长做长" ：放弃纯粹的短线博弈，深入研究并长期持有那些定义未来的产业龙头。 第二， "借船出海" ：通过相关主题的优质基金（ETF），分散布局整个黄金赛道，分享行业成长红 利。 第三， "保持在场" ：财富的指数级增长需要时间。就像SpaceX估值从4000亿到8000亿的翻倍，需要的 是在正确的方向上，保持耐心和定力。 顶级富豪的财富地图，其实就是一张全球产业变革的导航图。看懂它，不是为了仰望，而是为了找到我 们普通人前行的路。 关注帮主郑重，一起穿透财富表象，把握产业内核。 看看首富马斯克，身家一年激增1870亿，核心是特斯拉与SpaceX。这不是炒股的运气，而是牢牢站在 了电动汽车、商业航天这两大产业浪潮的顶峰。谷歌两位创始人的财富增长也超千亿，背后是AI浪潮 下公司股价65%的飙升。他们的故事告诉我们一个冰冷的事实：财富的巨幅增长，越来越依赖对核心产 业与顶尖公司的垄断性持有。 所以，我的核心 ...

信达证券指出，2026年开年新兴产业方向如脑机接口、机器人及AI应用值得重点关注，同时"十五 五规划"对应的国企改革主题也需重视。长期来看，创新和出海仍是医疗投资主线，建议关注高端医械 及创新药产业链。高端医疗器械领域，机器人应用逐步普及，制药装备受益于海外投资景气上行，院内 招采恢复驱动业务增长，消费医疗器械需求逐步修复，出海订单增长驱动企业成长。AI+医疗方向涵盖 医疗大模型、影像、医检、医药电商/精准营销、基因测序及制药等多个细分领域。CXO及生命科学上 游产业链中，具备全球影响力的龙头企业、国内临床CRO龙头及资源型CXO企业值得关注。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 生物医药ETF（512290）跟踪的是CS生医指数（930726），该指数从沪深市场中选取涉及制药、生 物技术、医疗器械等业务的上市公司证券作为指数样本，以反映生物科技与医疗健康 ...

Macro Research - The recovery momentum in consumption is strong, but investment and production still require further policy support [2] - The A-share market is expected to welcome a "spring opening red" as policy expectations, liquidity, and fundamentals resonate positively [2] - The price signals indicate that industrial prosperity is beginning to emerge and continue [2] Strategy Research - The A-share market closed 2025 at 3968.84 points, with an annual increase of 18.41%, confirming the strategic judgment made by Guotai Junan [3] - The market is anticipated to stabilize and appreciate due to the upcoming announcement of the new Federal Reserve chairman and expectations of U.S. interest rate cuts in 2026 [3][24] - The decision-makers have emphasized the need to "promote investment stabilization," indicating a potential increase in policy support for growth [3][24] Food and Beverage Research - Yanjing Beer shows strong reform momentum, with significant potential for national expansion of its U8 product line, expected to exceed 1.5 million tons in the future [3][8] - The company is expected to enhance its product structure and profitability through the expansion of high-priced products above 10 yuan [8][9] - The beer industry is stabilizing, with leading companies like Yanjing benefiting from structural upgrades and improved profit margins [8][9] Industry Comparison - The report highlights a favorable outlook for technology, non-bank financials, and consumer sectors, driven by the industrialization of emerging markets and the AI trend [6][27] - The technology sector is expected to benefit from global chip technology breakthroughs and rising storage prices, with domestic infrastructure shortages accelerating the pace of domestic production [6][27] - Non-bank financials are poised to gain from increased wealth management demand and capital market reforms, while cyclical stocks are seen as bottoming out and benefiting from domestic demand expansion [6][27]

Core Insights - The public fund issuance market has seen a rapid start in 2026, with 71 new funds scheduled for release by January 5, and 44 of these launched in the first trading week after the New Year holiday, indicating a competitive market entry strategy [1][3] Fund Issuance Overview - Active equity funds dominate the new fund landscape, with nearly 30% being actively managed equity funds and about 35% being stock funds, together accounting for half of the market [1][3] - Fund companies are aligning their issuance strategies with industry trends, with over 30% of new funds targeting specific sectors such as technology, healthcare, and the Sci-Tech Innovation Board, highlighting a strong focus on technology investments [1][3] Market Dynamics - The beginning of the year is typically a time for capital inflow and strong investor allocation willingness, prompting fund companies to issue products to seize the "spring rally" opportunity [3] - On January 5 alone, 28 new funds were launched, primarily consisting of index and actively managed equity funds, reflecting a high institutional interest in positioning within the equity market [3][4] Investment Focus - Technology has emerged as the standout investment theme for early 2026, with approximately 36% of the newly established funds being industry or theme-based, focusing on sectors like technology, batteries, industrial software, and information technology [4][5] - Major fund companies are launching technology-themed ETFs, including those focused on Hong Kong stocks and battery themes, indicating a strategic push towards technology investments [4] Future Outlook - Industry experts believe that 2026 will present structural opportunities in the big technology sector, with specific focus areas including the AI industry chain, overseas markets, and sectors benefiting from "anti-involution" trends [4][5] - The current valuation and profit matching in the technology sector are seen as more favorable compared to the internet bubble period, suggesting potential for significant returns [4][5]

1月5日，A股三大指数集体高开。截至发稿，深证成指和创业板指涨超1%，科创50指数涨逾2%。 盘面上，人脑工程、航空、有色、通信设备、半导体等板块涨幅居前；公共交通、通用机械、运输服 务、传媒娱乐等板块跌幅居前。 保险板块盘中拉升，新华保险涨超6%，创历史新高，中国平安、中国人寿、中国人保、中国太保纷纷 上扬。 | 行情报价 封板竞价 | | | | | | --- | --- | --- | --- | --- | | ▼指 代码 名称 · · 涨幅%, | | | 现价 | 涨跌 | | 1 | 601336 新华保险 | R 6.93 | 74.53 | 4.83 | | 2 | 601318 中国平安 | R 4.27 71.32 71.32 | | 2.92 | | 3 | 601601 中国太保 | 4.18 R = | 43.66 | 1.75 | | ব | 601628 中国人寿 | p 3.71 47.19 | | 1.69 | | ഗ | 601319 中国人保 | 3.69 -------- Read | 9.28 | 0.33 | 白酒概念盘初拉升，怡亚通涨超3%，贵州茅台涨近2%， ...

Group 1 - The company has indicated that some of its products can be applied in the robotics sector [1] - However, the company has not made any formal shipments in the robotics business as of now [1]