当地时间1月2日，特斯拉公布其2025年第四季度及全年汽车交付数据。数据显示，特斯拉2025年交付量为163.6万辆。同期，比亚迪的纯电动汽车销量已达 到225.67万辆。比亚迪在年度销量上首次超越特斯拉，意味着特斯拉失去长期占据的"全球纯电动车销量冠军"宝座。 据《每日经济新闻》记者观察，特斯拉2025年四季度和全年的销量均出现大幅下滑。2025年第四季度，特斯拉交付量较2024年同期减少约16%，产量较2024 年同期下降5.5%。就2025年全年来看，特斯拉的交付量由2024年的178.9万辆下降8.6%至163.6万辆。 | 2025 Q4 | Production 生产 | Deliveries 交付 | Subjec operating accoun 经营性租1 | | --- | --- | --- | --- | | Model 3/Y | 422,652 | 406,585 | 3% | | 其他车型 | 11,706 | 11,642 | 5% | | Total 总计 | 434,358 | 418,227 | 3% | | | Production | Deliveries | | - ...

祝各位老铁2026年多抓牛股，翻倍！ 作者 | 市值风云基金研究部 编辑 | 小白 2025年完美收官！微盘股大涨80%，创业板指涨50%，北证50、中证2000、科创50指数大涨超35%， 上证指数全年涨近20%，是让投资者大喊"好爽"的一年！ 指数走强，更是孕育出多只大牛股，今年以来有超600只A股走出涨幅翻倍行情，更有4只年内涨超10 倍。 | 序号 | 证券代码 | 证券名称 | > | 区间涨跌幅 [起始交易日期]2025-0 ... 截止交易日期 最新 [复权方式]前复权 [单位]% | 所属申万行业名称(2021) [行业类别全部 [截止日期]量新(2025-12-31) | | --- | --- | --- | --- | --- | --- | | | 688585.SH | 上纬新材 | > | 1.820.2897 | 基础化工-塑料-合成树脂 | | 2 | 605255.SH | 天普股份 | > | | 1,645.3488 汽车-汽车零部件-底盘与发动机系统 | | 3 | 920116.BJ | 星图测控 | > | | 1,611.9637 计算机-IT服务Ⅱ -IT服务Ⅲ ...

Market Overview - The market is expected to experience style differentiation as it approaches the Spring Festival, maintaining a structural trend under narrow fluctuations[4] - Key focus areas include the release of December and annual economic data in late January and a concentrated period of earnings forecasts[4] Investment Strategy - The strategy emphasizes three main lines: 1. High-growth and high-elasticity sectors, including AI hardware (e.g., optical modules), energy storage, lithium batteries, and non-ferrous metals[4] 2. Market hot tracks such as commercial aerospace, robotics, and cultural tourism[4] 3. Low-position large financial sectors, focusing on high-certainty performance in brokerage, insurance, and banks with dividend expectations[4] Recommended Stocks - **Metals**: Yun Aluminum Co., Ltd. (000807.SZ) with a projected EPS of 1.87 in 2025 and a PE of 17.6[28] - **Chemicals**: Yara International (000893.SZ) with a projected EPS of 2.06 in 2025 and a PE of 23.3[28] - **New Energy**: Slin Smart Drive (301550.SZ) with a projected EPS of 1.32 in 2025 and a PE of 105.0[28] - **Machinery**: Hengli Hydraulic (601100.SH) with a projected EPS of 2.19 in 2025 and a PE of 50.2[28] - **Aerospace**: AVIC Xi'an Aircraft Industry Group (000768.SZ) with a projected EPS of 0.42 in 2025 and a PE of 60.3[28] - **Banking**: Jiangsu Bank (600919.SH) with a projected EPS of 1.76 in 2025 and a PE of 5.9[28] - **Non-Banking**: New China Life Insurance (601336.SH) with a projected EPS of 11.82 in 2025 and a PE of 5.9[28] - **Social Services**: Jin Jiang International (600754.SH) with a projected EPS of 0.89 in 2025 and a PE of 28.3[28] - **Electronics**: Dongshan Precision (002384.SZ) with a projected EPS of 0.77 in 2025 and a PE of 109.8[28] - **Telecommunications**: Zhongji Xuchuang (300308.SZ) with a projected EPS of 9.47 in 2025 and a PE of 64.4[28] Risk Factors - Economic recovery may fall short of expectations, leading to slow growth or stagnation[34] - Significant changes in individual stock fundamentals could adversely affect performance[34]

Core Viewpoint - The company plans to acquire a 32.2998% stake in Suzhou Haomibo Technology Co., Ltd. for a cash consideration of 132 million yuan and will also invest an additional 100 million yuan to increase its stake to 54.8666%, making it a controlling subsidiary [1][2] Group 1 - The total cash outlay for the acquisition and capital increase will amount to 232 million yuan, which will allow the company to consolidate Suzhou Haomibo into its financial statements [1] - The acquisition aligns with the company's strategy to extend its supply chain from automotive components to integrated smart sensing components [2] - The company aims to leverage Suzhou Haomibo's expertise in 4D millimeter-wave radar, UWB sensors, and camera fusion technology to enter various application fields such as intelligent driving, low-altitude flight, smart transportation, and robotics [2] Group 2 - This strategic move is expected to drive industrial upgrades and create a second growth curve for the company [2] - The acquisition also responds to national policies encouraging the high-end and intelligent transformation of the manufacturing industry [2] - The company seeks to enhance its core competitiveness in the automotive electronics sector through this acquisition [2]

Core Viewpoint - Zhaolong Interconnect (300913.SZ) is actively developing products for the robotics sector and is exploring business opportunities in this field [2]. Group 1: Company Developments - Zhaolong has developed multiple products suitable for the robotics industry, including robot cables, coaxial cables, Ethernet cables, and machine vision components [2]. - The company is closely monitoring market dynamics and technological advancements in both domestic and international robotics sectors [2]. - Zhaolong is preparing product and technical solutions to seize potential business expansion opportunities [2].

Group 1 - The report indicates that geopolitical tensions, particularly the U.S. actions in Venezuela, are expected to boost oil and gold prices, while the impact on equity assets is manageable. Attention should be paid to the Federal Reserve chair nomination, liquidity, and the CES conference, with U.S. stocks showing signs of recovery. [4][12][13] - Domestic PMI for December showed a significant rebound, driven by new subsidies, major projects, and proactive real estate policies. The report anticipates a positive start for A-shares, supported by policy initiatives, increased capital inflow, and technological catalysts. [4][18][19] - The report emphasizes a focus on technology and cyclical industries, particularly in sectors like commercial aerospace, robotics, AI, and semiconductors, as well as lithium batteries, non-ferrous metals, and chemicals. [4][20] Group 2 - The report lists the top ten stocks for January, including companies from various sectors such as electronics, automotive, and healthcare, with no specific ranking provided. [5][10] - Semiconductor company SMIC (688981.SH) is highlighted as a leader in integrated circuit manufacturing, with a projected revenue growth from 574.77 billion to 742.45 billion from 2024 to 2026, reflecting its critical role in the industry. [21][22] - Tianfu Communication (300394.SZ) is noted for its strong revenue growth driven by high-speed optical module demand, with a forecasted revenue increase from 57.33 billion to 106.87 billion from 2025 to 2027. [23][26] - New energy company Haopeng Technology (001283.SZ) is focusing on AI applications and has begun mass production of AI-related products, with projected net profits increasing from 2.47 billion to 5.50 billion from 2025 to 2027. [44][46] - Zhongmin Resources (002738.SZ) is expanding its lithium salt production capacity and has significant projects underway, with revenue expectations of 56.91 billion to 97.27 billion from 2024 to 2026. [48][52] - China Aluminum (601600.SH) reported a revenue increase of 13.95% in Q1 2025, with a focus on improving cash flow and reducing debt levels, indicating a strong operational performance. [54][56]

天眼查专业版数据显示，截至目前我国现存在业、存续状态的机器人相关企业超105.8万家。其中，2025年新增注册相关企业超26.1万余家，从企业注册数量 趋势来看，近五年间，机器人相关企业的注册数量呈现出逐年增长的态势，并在2025年达到顶峰。 从区域分布来看，广东省、江苏省机器人相关企业数量位居前列，两个省市数量总和超过32.7万余家，占企业总数的30.92%。排在其后的是山东省、浙江省 和上海市，北京市位列全国第六。（赵华） 2026年新年前夕，北京街头两台机器人身着舞狮装扮，灵动地舞动身躯，为新年到来增添了别样的喜庆氛围。它动作流畅，模仿着传统舞狮的姿态，时而跳 跃，时而翻滚，引得周围群众纷纷驻足观看、拍照留念。 这一场景在网络上迅速传播开来，引发网友热议：既然机器人都能舞狮了，那未来年夜饭是不是也会有机器人来帮忙制作呢？ ...

Group 1: Core Insights - The report highlights a recovery in trading activity for hot themes, particularly in AI applications and robotics, with commercial aerospace maintaining high interest [1][4][6] - The average daily trading volume for hot themes reached 860 million yuan, with an average turnover rate of 3.84%, indicating an overall rebound [4][6] - Key catalysts include Meta's acquisition of AI company Manus and the listing of domestic large model companies, which have boosted trading activity in AI applications [4][6] Group 2: AI Applications - Meta's acquisition of Manus for over 2 billion USD enhances its end-to-end execution capabilities, while domestic large model companies like Zhipu and MiniMax are strengthening their capital and global presence through Hong Kong listings [18][23] - The performance of AI application products is improving, driving user demand, and the commercialization of AI applications is accelerating, with significant growth in daily usage metrics [18][26] - Recommended investment directions include internet and medical applications benefiting from product upgrades and new scenarios, as well as domestic computing power and data center equipment [18][26] Group 3: Robotics - The robotics industry is entering a phase of scaled development, with the launch of personal robots and the establishment of a standardization committee for humanoid robots [19][38] - Key applications are emerging in industrial settings for repetitive and hazardous tasks, as well as in personalized consumer scenarios [19][39] - Investment recommendations focus on components benefiting from technological upgrades and companies capable of mass production, such as Tesla and other core suppliers [19][39] Group 4: Commercial Aerospace - The report outlines the approval of IPO applications for commercial rocket companies, with Blue Arrow Aerospace being the first to achieve this milestone [20][41] - The successful launch of reusable rockets is expected to drive the commercialization of the aerospace industry, with significant advancements in technology and infrastructure [20][41] - Investment opportunities include new infrastructure for rocket manufacturing and launch sites, as well as satellite communication and new technologies [20][41] Group 5: Domestic Consumption - The central government is promoting initiatives to boost domestic consumption, with new consumer scenarios emerging in sports events and winter tourism [22][48] - The report notes significant economic impacts from these initiatives, with projected growth in consumption related to sports and tourism [22][48] - Recommended investment areas include facilities for winter sports, OTA services, and consumer goods benefiting from improved demand [22][48]

2026年的日历刚刚翻开，世界在关注并期待着中国。这个拥有14亿多人口、刚刚收官"十四五"规划的国 家，将以何种姿态迈入又一个五年规划的开局之年？新年前夕，中国国家主席习近平发表二〇二六年新 年贺词，鼓舞中国人民坚定信心、乘势而上，"续写中国奇迹新篇章"。开年以来，从市场、外交到民生 领域传来一系列积极信号，中国正带着坚实的底气和明晰的方向感，在新的一年里稳健前行。 过去一年，中国经济总量预计达到140万亿元人民币，经济实力、科技实力、国防实力、综合国力跃上 新台阶。开年首个交易日，香港恒生指数创下近17年来最强开局，纳斯达克中国金龙指数大幅上涨。国 际金融机构纷纷上调对港股及A股市场的预期，正是基于对中国经济"超大规模市场、完备产业体系与 蓬勃创新活力"的理性评估。有学者在展望新的一年时认为，中国的科技创新将实现政策驱动型增长。 这股"看多中国""做多中国"的热潮，表明世界看准了中国经济长期向好、向新向优的总体趋势，看懂了 中国超大规模市场的不可替代性，也再次看到了一个坚持稳中求进、深化改革开放的中国，仍然是全球 经济增长最可靠的主要动力源之一。 一个开放包容、致力于合作共赢的中国，正以更加自信的姿态，携手 ...

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