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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Group 1: Xiaomi - Xiaomi's founder Lei Jun announced a delivery target of 550,000 vehicles for Xiaomi Auto in 2026 [1] - Lei Jun acknowledged the industry's issue with "PPT small text" and committed to immediate rectification, emphasizing the importance of objective feedback from users [4] Group 2: BYD - BYD has formed a specialized team of over 5,000 people for driver assistance and plans to invest over 100 billion in smart technology [5] - By the end of 2025, BYD aims to have over 2.5 million vehicles equipped with the "Tianshen Eye" system, creating the largest vehicle cloud database in China [5] Group 3: Microsoft - Microsoft CEO Satya Nadella stated that 2026 will be a critical year for AI, emphasizing that application choices are more important than model capabilities [6] Group 4: Apple - Apple's upcoming A20 chip is projected to cost $280 per unit, marking an 80% increase from the previous A19 chip, making it the most expensive mobile processor to date [9] - The A20 chip will utilize TSMC's 2nm process and will feature advanced technologies to enhance efficiency and AI processing capabilities [10][11] - Apple plans to launch a new entry-level MacBook in Spring 2026, featuring a 12.9-inch display and the A18 Pro chip, aimed at the budget to mid-range market [16][17] Group 5: AI and Robotics - The first visual AI tennis robot, Tenniix, will debut at CES 2026, featuring smart tracking and adaptive training capabilities [11][12][15] - The robot will support voice interaction and provide personalized training experiences based on player performance data [15]

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【特朗普称美国将"管理"委内瑞拉直至实施"安全"过渡】 据央视新闻，当地时间1月3日，美国总统特朗普就美国对委内瑞拉的军事行动举行新闻发布会。 特朗普称，美国将"管理"委内瑞拉直至实施"安全"过渡。他还表示，马杜罗及其妻子都将面临美国司法审判。 特朗普没有为美国的占领设定时间限制。他声称何时将委内瑞拉交还给委内瑞拉人，将由美国决定。 特朗普说，美国对委内瑞拉的石油禁运仍完全有效。特朗普称，"美国在西半球的主导地位再也不会受到质 疑"。 当地时间1月3日中午11时39分，北京时间今天（1月4日）凌晨0时39分，美国总统特朗普、国防部长赫格塞思 在佛罗里达州海湖庄园就美军对委内瑞拉动武、将委内瑞拉总统马杜罗控制并移送出境举行记者会。 【外交部发言人就美国对委内瑞拉实施军事打击答记者问】 外交部发言人就美国对委内瑞拉实施军事打击答记者问。 问：据报道，美国对委内瑞拉实施军事打击。特朗普在"真实社交"发文称，美国已成功对委内瑞拉及其领导人 马杜罗实施大规模打击行动，马杜罗及其夫人已被控制并移送出境。中方对此有何评论？ 答 ...

来源：环球 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。 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，携手各国共同构建人类命运共同体。新 年伊始，韩国总统李在明即将访华，庞大的经贸代表团随行，预示着两国关系回暖与务实合作的新机 遇。《韩民族日报》称，随着中国在人工智能、机器人等尖端产业领域持续领跑，韩国也悄然兴起一 股"向中国学习"的风潮。土耳其从1月2日起对中国公民实施免签政策，中国护照的"含金量"持续提升， 反映了中外人员往来与民心相通的深化。这显示，开放，已成为中国式现代化的鲜明标识，为世界发展 带来更多机遇。坚持和平发展、坚持开放包容的中国，自然获得国际社会更多欢迎。 中国的发展有速度更有温度。习近平主席新年贺词中，"柴米油盐、三餐四季"的温情叙述与一系列具体 惠民政策紧 ...

Core Viewpoint - Tesla has lost its title as the "global electric vehicle sales champion" for the first time, being surpassed by Chinese automaker BYD in 2025, with Tesla's global deliveries dropping to 1.636 million units, a year-on-year decline of approximately 8.6% [1][6]. Group 1: Sales and Deliveries - In 2025, Tesla produced over 434,000 vehicles in Q4 and delivered over 418,000, with annual production reaching 1.655 million and annual deliveries at 1.636 million [4][5]. - Tesla's Q4 deliveries decreased by about 16% compared to Q4 2024, while production fell by 5.5% year-on-year [5][6]. - BYD's pure electric vehicle sales reached approximately 2.257 million units in 2025, marking a nearly 28% increase from 2024 and surpassing Tesla's sales for the first time [6][7]. Group 2: Market Dynamics - Tesla's sales decline in Q4 2025 was significantly influenced by the U.S. federal government's early termination of electric vehicle incentives on September 30, which prompted manufacturers to accelerate sales in Q3 [4][6]. - In Europe, Tesla's registrations dropped by 39% in the first 11 months of 2025, while BYD's registrations surged by 240% [6][7]. - The overall electric vehicle market in Europe grew, accounting for approximately 16% of all new car sales in 2025 [6]. Group 3: Financial Performance and Future Outlook - Despite the decline in vehicle sales, Tesla's stock price has generally continued to rise, reaching a historical high in late December 2025, with a market capitalization exceeding $1.6 trillion [3][8]. - The company's growth in the energy storage sector remains robust, with 14.2 GWh of storage products deployed in Q4 2025, a significant increase of 13.6% from 12.5 GWh in 2024 [10]. - Analysts suggest that Tesla's future valuation is increasingly tied to its advancements in autonomous driving and robotics, with estimates indicating that autonomous technology now accounts for over 70% of Tesla's total value [10].