Core Viewpoint - The stock price of Qitian Micro has shown a positive trend, with a year-to-date increase of 3.68% and a recent uptick in trading activity, indicating potential investor interest and market confidence in the company's performance [2]. Group 1: Stock Performance - As of January 6, Qitian Micro's stock rose by 2.20%, reaching a price of 35.75 yuan per share, with a trading volume of 1.15 billion yuan and a turnover rate of 2.72% [1]. - The stock has increased by 3.68% year-to-date, 3.17% over the last five trading days, 5.15% over the last 20 days, and 3.65% over the last 60 days [2]. Group 2: Company Overview - Qitian Microelectronics Co., Ltd. was established on November 5, 2004, and went public on January 28, 2021. The company is based in Longgang District, Shenzhen, Guangdong Province [2]. - The main business activities include the research, design, production, and sales of LCD display and touch control products, with revenue composition as follows: capacitive touch screens (31.70%), monochrome LCD modules (19.91%), color LCD modules (19.28%), monochrome displays (16.90%), and others (12.21%) [2]. Group 3: Financial Performance - For the period from January to September 2025, Qitian Micro achieved a revenue of 975 million yuan, representing a year-on-year growth of 20.64%. However, the net profit attributable to shareholders decreased by 12.83% to 63.73 million yuan [2]. - Since its A-share listing, Qitian Micro has distributed a total of 231 million yuan in dividends, with 143 million yuan distributed over the past three years [3]. Group 4: Shareholder Information - As of December 19, 2025, the number of shareholders for Qitian Micro was 17,100, a decrease of 8.29% from the previous period, while the average circulating shares per person increased by 9.05% to 7,011 shares [2]. - As of September 30, 2025, the top ten circulating shareholders included a notable change, with the exit of the Dazheng CSI 360 Internet + Index A (002236) from the list [3].

当地时间1月6日至9日，一年一度的国际消费电子展（CES）在拉斯维加斯持续上演前沿技术碰撞，英 伟达宣布推出开源推理VLA模型Alpamayo，该模型系列包含开源AI模型、仿真工具和数据集，可加速 基于推理的、安全的自动驾驶车辆开发。 1月6日，无人驾驶概念午后持续拉升，汉鑫科技30%涨停，万集科技20%涨停，联创电子、德赛西威、 路畅科技等涨停，浙江世宝、索菱股份、山子高科、兴民智通等此前涨停。 | 代码 | | 涨幅 | 总金额 | 息市值 | 现价 | | --- | --- | --- | --- | --- | --- | | asooas | 次鑫科技 | +29.99% | 3.28 Z | 30.35 Z | 48.89 | | 300222 | 万集科技 | +20.01% | 12.95 Z | 80.27 乙 | 37.66 | | 301016 | 雷尔伟 | +20.01% | 3.48 Z | 57.90 Z | 26.51 | | 300627 | 华测导航 | +16.79% | 19.72 Z | 334.8 乙 | 42.57 | | 301 488 | 豪恩汽电 | +1 ...

英伟达CEO黄仁勋表示，"我想我们都同意，从非自动驾驶汽车到自动驾驶汽车的转折点，可能就发生 在这个时候。"黄仁勋表示，未来十年里，可以相当肯定，世界上很大一部分汽车将是自动驾驶或高度 自动驾驶的。 据介绍，英伟达DRIVE AV软件将在梅赛德斯奔驰车辆上使用，相关的AV自动驾驶汽车刚投入生产。 第一辆AV自动驾驶汽车将在今年第一季度在美国上路，第二季度进入欧洲，第三或第四季度进入亚 洲。英伟达还将继续更新版本，合作建造L4 Robotaxi的生态系统还在扩大。 相关阅读： 英伟达，重磅发布！黄仁勋：重要时刻要来了 编辑丨瑜见 1月6日，无人驾驶概念午后持续拉升，汉鑫科技30%涨停，万集科技20%涨停，联创电子、德赛西 威、路畅科技等涨停，浙江世宝、索菱股份、山子高科、兴民智通等 此前涨停。 | 代码 | 名称 | 涨幅量 | 总金额 | 总市值 | 现价 | | --- | --- | --- | --- | --- | --- | | 920092 汉鑫科技 | | +29.99% | 3.28 Z | 30.35 Z | 48.89 | | 300552 万集科技 | | +20.01% | 12.95 ...

消息面上，禾赛科技宣布，公司已被英伟达选定为"NVIDIA DRIVE AGX Hyperion 10平台"的激光雷达合作伙伴。 当地时间1月5日，英伟达宣布计划最早于2027年与合作伙伴共同测试自动驾驶出租车服务。 英伟达工作人员上个月在旧金山的一次自动驾驶演示中表示，该服务将与一家合作伙伴合作推出，并配备L4级驾驶能力的车辆。这意味着，这些车辆能 够在预设区域内无需人工干预自主驾驶。但目前公司拒绝透露其运营地点及合作伙伴信息。 自2015年以来，英伟达以Drive品牌为汽车提供芯片和其他技术。2025年10月宣布与优步达成自动驾驶出租车合作，12月曾介绍，已开发出能够驱动自动 驾驶汽车的软件，且预计2026年底发布的梅赛德斯-奔驰车型将能够利用英伟达的技术在旧金山等城市中导航。 A股无人驾驶板块午后异动，万集科技（300552）直线拉升封板。汉鑫科技涨超20%，豪恩汽电、阿尔特涨超10%。 | 1 = = = | T | 1 - 1 - 1 - 1 - 1 - 1 - | 1 - 1 - | | ম | | | --- | --- | --- | --- | --- | --- | --- | | 37. ...

消息面上，英伟达在无人驾驶领域迈出关键一步，宣布开源其首个推理VLA(视觉-语言-动作)模型 Alpamayo 1，加速安全的自动驾驶技术开发。 Alpamayo 1模型采用100亿参数架构，使用视频输入生成轨迹和推理过程，透过类人思维方式处理复杂 驾驶场景，使车辆能够在真实世界中进行"推理"，例如交通标志故障等场景，目标是解决自动驾驶中极 具挑战性的"长尾效应"问题，在意外情况下"思考"解决方案，以协助自动驾驶车辆应对复杂的驾驶情 况。英伟达行政总裁黄仁勋称，首款搭载英伟达这项技术的车款将第一季在美国上路。 A股市场无人驾驶概念股集体走强，其中，雅创电子涨超11%，索菱股份、浙江世宝、合众思壮、岩山 科技、雷科防务、银河电子10CM涨停，北斗星通、豪恩汽电涨超6%，万集科技涨超5%。 ...

1月6日，众泰汽车盘中上涨2.25%，截至09:53，报3.64元/股，成交1.03亿元，换手率0.57%，总市值 183.55亿元。 资金流向方面，主力资金净流入840.78万元，特大单买入1623.56万元，占比15.78%，卖出822.90万元， 占比8.00%；大单买入2287.81万元，占比22.24%，卖出2247.69万元，占比21.85%。 众泰汽车今年以来股价涨3.12%，近5个交易日跌2.41%，近20日跌3.70%，近60日涨1.11%。 众泰汽车所属申万行业为：汽车-汽车零部件-汽车电子电气系统。所属概念板块包括：中俄贸易概念、 整车、无人驾驶、汽车电子、低价等。 截至9月30日，众泰汽车股东户数12.12万，较上期减少30.19%；人均流通股41505股，较上期增加 43.24%。2025年1月-9月，众泰汽车实现营业收入4.19亿元，同比增长8.98%；归母净利润-2.23亿元，同 比增长33.13%。 分红方面，众泰汽车A股上市后累计派现8682.09万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，众泰汽车十大流通股东中，香港中央结算有限公司位居第七大 ...

Core Insights - The A-share market saw a significant rise in autonomous driving concept stocks, driven by Nvidia's announcement of its first open-source inference VLA (Vision-Language-Action) model, Alpamayo 1, which aims to accelerate the development of safe autonomous driving technology [1] Group 1: Stock Performance - Yachuang Electronics surged over 11.24%, with a total market value of 7.39 billion [2] - Suotai Co. increased by 10.06%, reaching a market capitalization of 6.33 billion [2] - Zhejiang Seabow and Hezhong Shizhuang both rose by 10%, with market values of 19.7 billion and 9.936 billion respectively [2] - Yanshan Technology, Leike Defense, and Galaxy Electronics all saw gains close to 10%, with market values of 48.7 billion, 20 billion, and 8.831 billion respectively [2] - Beidou Xingtong and Haon Electric both increased by over 6%, with market values of 28.8 billion and 15.3 billion respectively [2] - Wanjitech rose by 5.45%, with a market value of 7.053 billion [2] Group 2: Technological Advancements - Nvidia's Alpamayo 1 model utilizes a 10 billion parameter architecture to generate trajectories and reasoning processes from video inputs, enabling vehicles to "reason" in complex driving scenarios [1] - The model addresses the challenging "long tail effect" in autonomous driving, allowing vehicles to think through solutions in unexpected situations [1] - The first vehicle equipped with this technology is expected to be on the road in the United States in the first quarter [1]

Group 1 - The A-share market saw a collective surge in autonomous driving concept stocks, with Yachuang Electronics rising over 11% and several other companies hitting the 10% daily limit increase [1][2] - Notable performers included Suofei Co. with a 10.06% increase, Zhejiang Seabow at 10.01%, and Hezhong Shizhuang at 10% [2] - The total market capitalization of Yachuang Electronics reached 7.39 billion, while other companies like Zhejiang Seabow and Hezhong Shizhuang had market caps of 19.7 billion and 9.936 billion respectively [2] Group 2 - Nvidia made a significant advancement in the autonomous driving sector by announcing the open-source release of its first inference VLA (Vision-Language-Action) model, Alpamayo 1, aimed at accelerating the development of safe autonomous driving technology [1][3] - The Alpamayo 1 model features a 10 billion parameter architecture that processes video input to generate trajectories and reasoning processes, addressing complex driving scenarios [3] - The model aims to tackle the challenging "long tail effect" in autonomous driving, enabling vehicles to "think" and find solutions in unexpected situations, with the first vehicle equipped with this technology expected to hit the roads in the U.S. in the first quarter [3]

Core Viewpoint - Jinlong Automobile has shown a positive stock performance recently, with a notable increase in revenue and net profit year-on-year, indicating strong operational growth and investor interest [1][2]. Group 1: Stock Performance - On January 6, Jinlong Automobile's stock rose by 2.15%, reaching 17.58 CNY per share, with a trading volume of 36.95 million CNY and a turnover rate of 0.30%, resulting in a total market capitalization of 12.606 billion CNY [1]. - Year-to-date, the stock price has decreased by 0.90%, but it has increased by 3.17% over the last five trading days, 7.20% over the last twenty days, and 36.81% over the last sixty days [1]. Group 2: Financial Performance - For the period from January to September 2025, Jinlong Automobile achieved an operating revenue of 16.329 billion CNY, representing a year-on-year growth of 13.40% [2]. - The net profit attributable to shareholders for the same period was 247 million CNY, showing a significant year-on-year increase of 223.71% [2]. Group 3: Shareholder and Market Information - As of September 30, 2025, the number of shareholders for Jinlong Automobile was 61,200, a decrease of 5.02% from the previous period, while the average number of circulating shares per person increased by 5.28% to 11,706 shares [2]. - The company has distributed a total of 862 million CNY in dividends since its A-share listing, with 104 million CNY distributed over the last three years [2].

异动分析 来源：新浪证券-红岸工作室 1月5日，星宸科技涨3.05%，成交额4.24亿元，换手率3.70%，总市值260.37亿元。 AI眼镜+智能穿戴+福建自贸区+芯片概念+人工智能 区间今日近3日近5日近10日近20日主力净流入-2766.44万-6820.46万-1.08亿-6572.73万-8322.48万 1、2025年9月17日互动易：公司已有适用于AI眼镜的芯片，已出货至终端客户，也在与手机品牌、初 创潮牌、ODM、方案商等多类客户持续接洽与合作中。 2、2024年4月11日互动易：南京起跑线穿戴电子科技有限公司的卫星导航S10芯片特点主要是超低功 耗，主要应用于智能穿戴领域。 2024年半年度报告：本集团以现金参股方式投资了南京起跑线穿戴电 子科技有限公司，出资额为人民币 10,000,000.00 元，持股比例为 4%。 3、公司办公地址处于福建省厦门市同安区后詹路1号16层 4、星宸科技股份有限公司的主营业务是端边侧AISoC芯片的设计、研发及销售。公司的主要产品是智 能安防、智能物联、智能车载、其他IC、技术服务、其他。 5、2024年3月15日互动易：公司通过新一代AI处理器IP研发项 ...