今年以来，铜价连创历史新高，1月14日，伦敦金属交易所期铜一度创出每吨13407美元的历史新高；国 内铜期货也飙升至每吨10万元以上。某加工企业负责人介绍，AI算力需求呈爆发式增长，单个芯片功 耗从几百瓦飙升至几千瓦，对散热和导电性能提出了严苛要求，因此一个机柜的线材和散热器用铜量需 要数百公斤。分析认为，此次铜价快速上涨，既有供需失衡的影响，也有情绪溢价与资金炒作等多重因 素。从供给来看，秘鲁、智利等南美国家的铜储量占全球40%，却受能源紧张等因素影响，铜矿市场供 应持续紧张。从需求来看，AI数据中心、新能源汽车、机器人等新兴领域的用铜需求快速增长，成为 支撑铜价的重要力量。 （央视财经） ...

截至目前，公司业务不涉及AI应用、人工智能、量子科技、机器人及商业航天领域，亦未形成相关收 入。自上市以来，公司主营业务为铝模、防护平台、装配式预制件等产品的研发、生产与销售，未发生 任何变化。公司及子公司生产经营正常，不存在应披露而未披露的重大信息。 智通财经APP讯，志特新材(300986.SZ)发布公告，根据《深圳证券交易所上市公司自律监管指引第6号 ——停复牌》等相关规定，经公司申请，公司股票将于2026年1月16日(星期五)开市起复牌。 ...

人民财讯1月15日电，志特新材（300986）1月15日公告，针对近期公司股票异常波动情况，公司董事会 对公司、控股股东、实际控制人及其一致行动人就相关事项进行了核实。截至目前，公司业务不涉及 AI应用、人工智能、量子科技、机器人及商业航天领域，亦未形成相关收入。自上市以来，公司主营 业务为铝模、防护平台、装配式预制件等产品的研发、生产与销售，未发生任何变化。公司目前生产经 营活动一切正常，近期公司经营情况及内外部经营环境未发生重大变化。公司股票将于1月16日开市起 复牌。 ...

格隆汇1月15日丨志特新材(300986.SZ)公布，截至目前，公司业务不涉及AI应用、人工智能、量子科 技、机器人及商业航天领域，亦未形成相关收入。自上市以来，公司主营业务为铝模、防护平台、装配 式预制件等产品的研发、生产与销售，未发生任何变化。公司及子公司生产经营正常，不存在应披露而 未披露的重大信息。经公司申请，公司股票将于2026年1月16日（星期五）开市起复牌。 ...

志特新材公告，停牌期间，公司就股价波动的相关事项进行了核查。鉴于相关自查工作已完成，根据 《深圳证券交易所上市公司自律监管指引第6号——停复牌》等相关规定，经公司申请，公司股票将于 2026年1月16日开市起复牌。截至目前，公司业务不涉及AI应用、人工智能、量子科技、机器人及商业 航天领域，亦未形成相关收入。自上市以来，公司主营业务为铝模、防护平台、装配式预制件等产品的 研发、生产与销售，未发生任何变化。公司及子公司生产经营正常，不存在应披露而未披露的重大信 息。 ...

Market Overview - The Hong Kong stock market experienced a pullback, with the Hang Seng Index closing down 0.28% at 26,923.62 points, and a total trading volume of 290.45 billion HKD [1] - The Hang Seng Tech Index fell by 1.35%, closing at 5,828.35 points, indicating a challenging environment for tech stocks [1] Blue-Chip Stocks Performance - Ctrip Group-S (09961) led the decline among blue-chip stocks, dropping 19.23% to 460 HKD, influenced by an antitrust investigation by the market regulator [2] - BYD Electronics (00285) rose by 3.26%, contributing 1.41 points to the Hang Seng Index, while China Life (02628) fell by 2.87%, detracting 11.17 points from the index [2] Sector Highlights - The technology sector showed mixed results, with Alibaba's stock declining by 2.6% following the launch of its Q&A app, while Baidu gained 0.76% [3] - TSMC announced a significant increase in capital expenditure, projected to reach 56 billion USD in 2026, a 37% increase from 2025, which is expected to benefit the semiconductor industry [4] - The real estate sector saw strong performance, with Vanke Enterprises (02202) rising by 6.85% amid upcoming debt meetings [4] Nickel and Lithium Battery Stocks - Nickel stocks performed well, with LME nickel prices rising by 6.73% to 18,785 USD/ton, driven by potential production quota adjustments in Indonesia [5][6] - Lithium battery stocks also saw gains, with Ganfeng Lithium (01772) increasing by 7.66% as the industry anticipates price increases due to new export tax policies [6] Notable Stock Movements - Dongyao Pharmaceutical-B (01875) surged by 67.6% after a voluntary takeover offer was announced, significantly above its previous closing price [7] - Zhizhu (02513) climbed 11.57% following the announcement of a new AI model in collaboration with Huawei [8] - Jinju Group (02009) issued a profit warning, predicting a net loss of 900 to 1,200 million CNY for 2025, leading to a 6.9% drop in its stock price [9]

华金证券指出，短期春季行情未完，A股慢牛延续，继续聚焦补涨的成长。短期来看，基本面继续弱修 复，流动性仍较为宽松，外部风险相对有限下春季行情未完。一是经济继续处于弱修复趋势中，科技和 周期的盈利增速可能继续上行。二是流动性依然维持宽松。三是当前外部风险相对有限。短期继续聚焦 补涨的成长。一是历史经验上，春季行情主升阶段可能出现补涨，政策和产业趋势向上的行业可能恒 强。二是短期科技成长和部分周期行业政策和产业趋势可能持续向上，可能相对占优。三是近期融资流 入较多的是电子、计算机、有色金属等。四是短期继续聚焦补涨的成长，建议逢低配置：一是政策和产 业趋势向上的商业航天、电新、AI应用、机器人、医药（AI医疗、创新药）、半导体、AI硬件等行 业；二是可能补涨和基本面可能边际改善的非银金融、消费（食品、商贸零售、社服）等行业。 1月15日，沪指盘中弱势下探，深证成指、创业板指尾盘翻红，全A股市场超3100股飘绿。 （文章来源：证券时报网） 截至收盘，沪指跌0.33%报4112.6点，深证成指涨0.41%，创业板指涨0.56%，北证50指数跌2.28%，沪 深北三市合计成交约2.94万亿元。 盘面上看，军工、券商、医药 ...

Core Viewpoint - The company, Furui Co., Ltd. (002083.SZ), has stated that it currently has no involvement in artificial intelligence or robotics sectors [1] Group 1 - The company has confirmed its lack of strategic positioning in the fields of artificial intelligence and robotics [1]

Group 1 - The chemical sector continues to show strength, with the Chemical ETF (516020) experiencing a price increase of 0.77% as of the latest update [1][9] - Key stocks in the sector include Tongcheng New Materials, which hit the daily limit, and Hongda Co., which rose over 4%, along with Guangdong Hongda and Boyuan Chemical, both up over 3% [1][9] - The Chemical ETF has seen significant net inflows, with over 3.1 billion yuan in net subscriptions in the last five trading days and a total of over 6.3 billion yuan in the last ten days [2][11] Group 2 - The Chemical ETF's underlying index has shown a cumulative increase of 46.38% since the beginning of 2025, outperforming major indices such as the Shanghai Composite Index (23.1%) and the CSI 300 Index (20.51%) [2][12] - The basic chemical sector has received a net inflow of over 134 billion yuan in a single day, leading among 30 sectors tracked by CITIC [4][11] - Historical performance of the detailed chemical index shows fluctuations, with a notable increase of 41.09% in 2025, following declines in previous years [5][12] Group 3 - The Chemical ETF (516020) tracks the CSI Sub-Industry Chemical Theme Index, with nearly 50% of its holdings in large-cap leading stocks, including Wanhua Chemical and Salt Lake Co., allowing investors to capitalize on strong market trends [6][14] - The ETF also includes exposure to various sub-sectors such as phosphate fertilizers, fluorine chemicals, and nitrogen fertilizers, providing a comprehensive investment opportunity in the chemical sector [6][14] - Investors can also access the chemical sector through the Chemical ETF linked funds (Class A 012537/Class C 012538) [6][14]

（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：贵公司有业务往国家大力发展的人工智能，机器人方 面发展吗？如果没有，建议贵公司可以发展布局一下未来趋势！ 孚日股份（002083.SZ）1月15日在投资者互动平台表示，目前公司在人工智能、机器人方面没有布局。 ...