关于市场关键点位，上方压力区间可关注4145-4155点密集成交区；下方支撑方面，若市场出现回探， 可重点跟踪4105点支撑有效性，若该点位跌破，则进一步关注4080点附近的支撑力度。 首先是外围市场传导影响。隔夜美股三大指数集体收跌，其中摩根大通跌幅超4%，能源板块同步下 行；科技板块呈现明显分化态势，纳斯达克中国金融指数大跌1.86%，热门中概股多数调整。外围市场 的弱势表现将对A股开盘形成一定承压，预计今日A股大概率延续低开格局。其次是热点板块与政策驱 动方向。当前具备政策支撑的核心热点主要聚焦两大主线：一是工业互联网领域，工信部明确提出2028 年培育450家网上平台的行动目标，相关政策红利将直接利好工业互联网板块；二是AI医疗领域，作为 AI应用的重要细分赛道，当前获得明确政策推动，利好力度显著。上述两大方向具备逆势上行的潜 力，需重点关注盘中表现，其走势将对市场压力释放与支撑形成产生重要影响。 仓位配置建议：当前阶段建议将仓位控制在5成左右，既无需过度降低仓位，也不宜过高配置。对于仓 位超过7成的投资者，建议在今日市场反弹过程中择机将仓位降至5成；对于仓位过低的投资者，可在市 场逢低回调时适度低吸 ...

21财经1月14日电，早盘工业互联网概念活跃，云鼎科技涨停，东方国信涨超10%，宝信软件、中控技 术、东土科技、赛摩智能涨幅靠前。 ...

Core Viewpoint - The Ministry of Industry and Information Technology aims to promote high-quality economic development and implement key initiatives for the "14th Five-Year Plan" period, focusing on technological and industrial innovation integration [1][2] Group 1: Industrial and Technological Development - The Ministry plans to enhance the safety and controllability of industrial and supply chains while maintaining a reasonable proportion of manufacturing [1] - Key emerging industries such as integrated circuits, new materials, and aerospace will be developed, with a focus on bio-manufacturing, embodied intelligence, and 6G as new economic growth points [1] - Traditional industries will undergo revitalization through targeted upgrades in sectors like metallurgy, chemicals, textiles, and machinery, with initiatives like "Artificial Intelligence +" to promote smart and green manufacturing [1] Group 2: Industrial Growth and Digital Transformation - Key industries and regions account for 80% of the total industrial output, forming the backbone of the industrial economy [2] - The Ministry has established over 7,000 advanced and 500 excellent smart factories, with industrial internet applications covering all 41 industrial categories and over 8,000 5G factories nationwide [2] - By 2025, the core industrial internet industry is expected to exceed 1.6 trillion yuan, driving an increase in industrial added value of approximately 2.5 trillion yuan, with leading 5G factories reducing average operating costs by 19% [2] - An "Industrial Data Foundation Action" will be launched to focus on data collection and utilization in key manufacturing sectors, aiming to build high-quality industry data sets and enhance digital transformation across enterprises [2]

来源：光大证券微资讯 热点聚焦 3、1月13日22:51，现货白银向上触及89美元/盎司，日内上涨4.65%，创历史新高。现货白银日内连破 85、86、87、88、89美元五道关口。1月14日凌晨，沪金夜盘收涨0.14%，沪银收涨4.14%，续刷历史新 高。世界黄金协会表示，从技术角度来看，黄金当前尚未被超买，只有当金价突破4770美元/盎司时， 才会进入显著超买区间。 4、英伟达：据美国联邦公报显示，美国放宽了对英伟达H200芯片出口到中国的监管规定。上述对华销 售将由美国商务部负责审批和安全审查，美方将从相关交易中收费。 5、1月13日，容百科技公告称，公司与宁德时代签署协议，自今年一季度开始至2031年，将向宁德时代 国内区域供应磷酸铁锂正极材料305万吨，总销售金额超1200亿元。旋即，容百科技收到上交所问询 函，被要求核实并补充披露与宁德时代1200亿元磷酸铁锂正极材料采购协议事项。当天盘中，碳酸锂期 货主力合约一度触及涨停，最高报174060元/吨，创两年来新高。 股市动态 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 4138.76 | 14169.4 ...

Group 1: Industry News - The US has relaxed export controls on Nvidia's H200 chips to China, allowing sales to proceed under the supervision of the Department of Commerce, which will also charge fees for related transactions [1] - China's Ministry of Foreign Affairs reiterated its commitment to maintaining the stability and security of global critical mineral supply chains, responding to G7 finance ministers' statements about reducing reliance on Chinese rare earths [2] - The Ministry of Commerce announced a review of anti-dumping measures on imported solar-grade polysilicon from the US and South Korea, with a decision to continue imposing anti-dumping duties for another five years starting January 14, 2026 [3] Group 2: Company News - Baiwei Storage expects a significant increase in net profit for 2025, projecting a rise of 427.19% to 520.22%, driven by stabilizing storage prices and improving operational performance [3] - TCL Technology anticipates a net profit growth of 169% to 191% for 2025, with TCL Huaxing's revenue surpassing 100 billion yuan, focusing on semiconductor displays and renewable energy [7] - Fenglong Co. has seen a stock price increase of 213.97% from December 25, 2025, to January 13, 2026, leading to a temporary suspension for trading review due to significant deviation from the company's fundamentals [8] - Container shipping company COSCO Shipping Holdings has ordered twelve 18,000 TEU LNG dual-fuel container ships and six 3,000 TEU new wide-body ships, with a total transaction value of 187.68 billion yuan [12]

（原标题：大牛股，停牌核查！工业互联网产业迎政策利好，11股获社保基金重仓） 在具体政策方面，今年1月，工业和信息化部出台了《工业互联网和人工智能融合赋能行动方案》，提 出推动5万家以上企业完成新型工业网络改造；2024年末，工业和信息化部出台《打造"5G+工业互联 网"512工程升级版实施方案》，提出建设1万个5G工厂，打造不少于20个"5G+工业互联网"融合应用试 点城市。 我国工业互联网核心产业规模连续增长。工业和信息化部部长李乐成表示，2025年我国工业互联网核心 产业规模预计超1.6万亿元，带动工业增加值增长约2.5万亿元。目前，我国已累计建成7000余家先进 级、500余家卓越级智能工厂。工业互联网应用实现41个工业大类全覆盖，全国5G工厂超过8000家，重 点工业互联网平台设备连接数超过1亿台(套)。 工业互联网产业规模持续增长，2025年预计超1.6万亿元。 1月13日晚间，锋龙股份发布公告，公司股票自2025年12月25日至2026年1月13日已连续12个交易日涨 停，价格涨幅为213.97%，期间多次触及股票交易异常波动情形，已明显偏离市场走势，公司股票短期 内价格涨幅较大，已严重背离公司 ...

文字早评 2026/01/14 星期三 宏观金融类 股指 【行情资讯】 1、据央视新闻报道，中国申请 20.3 万颗卫星频轨资源，并非盲目扩张，而是立足长远、统筹布局的国 家行动，关乎你我未来； 2、工信部：2025 年我国工业互联网核心产业规模预计超 1.6 万亿元，带动工业增加值增长约 2.5 万亿 元； 3、工信部召开第十八次制造业企业座谈会，深入实施新一轮十大重点行业稳增长工作方案，自觉抵制 "内卷"； 4、META 计划到 2026 年将 AI 眼镜 Ray-Ban 的产能翻一番，达到 2000 万件。 期指基差比例： IF 当月/下月/当季/隔季：0.11%/0.04%/-0.05%/-0.97%； IC 当月/下月/当季/隔季：0.36%/0.09%/-0.15%/-1.94%； IM 当月/下月/当季/隔季：0.37%/-0.03%/-0.52%/-2.96%； IH 当月/下月/当季/隔季：0.12%/-0.02%/0.15%/-0.14%。 文字早评 | 2026/01/14 【策略观点】 【策略观点】 年初增量资金入场，融资规模大幅走高，市场成交量快速放大。中长期看政策支持资本市场的态度 ...

另据央视新闻13日晚间报道，工信部部长李乐成表示，2025年我国工业互联网核心产业规模预计超1.6万 亿元，带动工业增加值增长约2.5万亿元，具有全球领先水平的百家5G工厂平均运营成本降低19%。 事关工业互联网平台！工信部最新发布 据工信部网站13日消息，工信部印发《推动工业互联网平台高质量发展行动方案（2026—2028年）》， 目标到2028年，工业互联网平台高质量发展取得积极成效，"专业型+行业型+协作型"多层次平台体系持 续壮大，具有一定影响力的平台超450家；平台的要素资源连接能力大幅增强，重点平台的数据增值、模 型沉淀和人工智能开发应用能力显著提升，工业设备连接数突破1.2亿台（套）；平台普及率达到55%以 上，基本建成泛在互联、数智融合、深度协同、开源开放的新一代工业互联网平台生态。 上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 工业互联网领域，迎来政策支持！ 1月13日，工信部印发《推动工业互联网平台高质量发展行动方案（2026—2028年）》。其中提到，实 施工业互联网与人工智能融合赋能行动，推动人工智能技术在工业全链条渗透。支持平台企业聚焦重 ...

New Stock Subscription - Guoliang New Materials has a subscription code of 920076, with an issue price of 10.76 yuan per share and a subscription limit of 812,000 shares [1] Government Policies and Industry Developments - The Ministry of Commerce announced that from January 14, 2026, a countervailing tax will continue to be imposed on imported solar-grade polysilicon from the United States for a period of five years [2] - The Ministry of Industry and Information Technology issued an action plan for the high-quality development of industrial internet platforms from 2026 to 2028, aiming for over 450 influential platforms and a connection capacity of over 120 million industrial devices by 2028 [3] - The Ministry of Civil Affairs and seven other departments released measures to promote the silver economy, focusing on optimizing elderly care services and encouraging community-based operations [4] - Guangzhou is soliciting opinions on policies to promote high-quality development in the integrated circuit industry, encouraging financial support and investment in major projects [5] - Sichuan Province published an action plan for building a green manufacturing system, targeting a 30% share of green factory output in the total output of above-scale manufacturing by 2030 [6] Company News - Kweichow Moutai's board approved a market-oriented operation plan for 2026, establishing a dynamic adjustment mechanism for retail prices [7] - Contemporarily, Rongbai Technology will supply 3.05 million tons of lithium iron phosphate cathode materials to CATL, with total sales exceeding 120 billion yuan [7] - TCL Technology expects a net profit increase of 169% to 191% year-on-year for 2025 [10] - Baiwei Storage anticipates a net profit increase of 427.19% to 520.22% year-on-year for 2025 [11] - Morning Light Biology forecasts a net profit increase of 272.14% to 330.62% year-on-year for 2025 [12]

工业和信息化部近日印发《工业互联网和人工智能融合赋能行动方案》，提出到2028年，我国工业互联 网与人工智能融合赋能水平显著提升，推动不少于5万家企业实施新型工业网络改造升级，在20个重点 行业打造一批高质量数据集。 行动方案明确将通过实施基础底座升级、数据模型互通、应用模式焕新、产业生态融通等四大行动，推 动工业互联网和人工智能在更广范围、更深程度、更高水平上释放融合赋能效应。行动方案提出，到 2028年，我国满足人工智能工业应用高通量、低时延、高可靠、低抖动通信需求的新型工业网络规模持 续扩大，在原材料、装备制造、消费品、电子信息等重点行业工业企业加快部署应用。面向重点产业链 关键环节、典型场景，培育一批智能化解决方案供应商，有效推动大中小企业协同升级。重点企业、技 术产品、公共服务等要素资源实现高效配置。 ...