继昨日有色ETF华宝（159876）斩获日线5连涨，再创历史新高后，今日（1月8日）该ETF迎来5连涨后的首度回调，场内价格现跌0.65%，资金或视为"倒车 接人"良机，积极进场抢筹！截至发稿，有色ETF华宝（159876）获资金实时净申购6420万份，此前5日连续获资金净流入，合计金额1.4亿元！ 成份股方面，为商业航天提供有色金属的概念股显著领涨，云南锗业领涨超7%，钢研高纳涨逾4%，楚江新材、驰宏锌锗、西部超导涨逾3%。此外，黄金股 方面，西部黄金涨逾1%，山东黄金、中金黄金飘红。 资讯所属栏目还有更多独家策划、专家专栏，免费查阅>> 有色ETF华宝（159876）及其联接基金（A类：017140，C类：017141）标的指数全面覆盖铜、铝、黄金、稀土、锂等行业，涵盖贵金属（避险）、战略金 属（成长）、工业金属（复苏）等不同景气周期，全品类覆盖能够更好把握整个板块的贝塔行情。 风险提示：有色龙头ETF及其联接基金被动跟踪中证有色金属指数，该指数基日为2013.12.31，发布于2015.7.13，指数近5个完整年度的涨跌幅为：2020年， 35.84%；2021年，35.89%；2022年，-19.22 ...

继昨日有色ETF华宝（159876）斩获日线5连涨，再创历史新高后，今日（1月8日）该ETF迎来5连涨后 的首度回调，场内价格现跌0.65%，资金或视为"倒车接人"良机，积极进场抢筹！截至发稿，有色ETF 华宝（159876）获资金实时净申购6420万份，此前5日连续获资金净流入，合计金额1.4亿元！ 成份股方面，为商业航天提供有色金属的概念股显著领涨，云南锗业领涨超7%，钢研高纳张逾4%，楚 江新材、驰宏锌锗、西部超导张逾3%。此外，黄金股方面，西部黄金张逾1%，山东黄金、中金黄金飘 红。 消息面上，1月7日，中国人民银行公布的数据显示，截至2025年12月末，我国黄金储备为7415万盎司， 较11月末的7412万盎司增加3万盎司，为中国央行连续第14个月增持黄金。 国金证券指出，全球滞胀、秩序混沌、美国赤字货币化的核心支撑逻辑未变。展望2026年，黄金牛市基 础依然稳固，上涨趋势未改，且有望外溢至相关有色金属及战略金属领域。 聚焦海外，本周五，美国统计局将发布12月非农就业报告。中信建投期货表示，2026年美联储货币政策 偏鸽，大概率进一步渐进式降息，为有色市场提供偏多环境。 展望2026 年，国联民生证 ...

昨日（1月7日）揽尽有色金属行业龙头的有色ETF华宝（159876）场内价格盘中涨超1.6%，收涨 0.38%，斩获日线4连涨，全天成交额8293万元，ETF继续放量突破上市高点！ 伴随火热的行情，资金积极抢筹！深交所数据显示，有色ETF华宝（159876）近5日连续获资金净流 入，合计金额1.4亿元！ 值得关注的是，截至1月7日，有色ETF华宝（159876）最新规模10.19亿元，即规模首次突破10亿元， 再创历史新高，在全市场同标的指数的3只ETF产品中，规模断层第一。 本轮有色金属行情，或是由于长周期供给刚性、新质生产力需求爆发、全球流动性宽松、资源战略升级 四大逻辑叠加而来，这种多维度共振的行情，无论持续性还是强度，均为近十年罕见，具体来看： 1、宏观层面，当地时间1月6日，美联储理事米兰表示，预计后续经济数据趋势可能支持美联储进一步 降息，美联储今年应降息超过100个基点。值得关注的是，本周五，美国统计局将发布12月非农就业报 告。中信建投期货表示，2026年美联储货币政策偏鸽，大概率进一步渐进式降息，为有色市场提供偏多 环境。* 2、产业层面，中国政府正考虑针对性收紧中重稀土相关物项出口许可审查 ...

昨日（1月7日）揽尽有色金属行业龙头的有色ETF华宝（159876）场内价格盘中涨超1.6%，收涨0.38%，斩获日线4连涨，全天成交额8293万元，ETF继 续放量突破上市高点！ 伴随火热的行情，资金积极抢筹！深交所数据显示，有色ETF华宝（159876）近5日连续获资金净流入，合计金额1.4亿元！ 值得关注的是，截至1月7日，有色ETF华宝（159876）最新规模10.19亿元，即规模首次突破10亿元，再创历史新高，在全市场同标的指数的3只ETF产 品中，规模断层第一。 【有色风口已至，"超级周期"势不可挡】 有色ETF华宝（159876）及其联接基金（A类：017140，C类：017141）标的指数全面覆盖铜、铝、黄金、稀土、锂等行业，涵盖贵金属（避险）、战 略金属（成长）、工业金属（复苏）等不同景气周期，全品类覆盖能够更好把握整个板块的贝塔行情。 *机构观点参考资料来源：①中信建投2026年1月4日研报《地缘冲突再起，资源牛市延续》；②华鑫期货接受上海证券报采访时观点，详见2026年1月6 日发布文章《2026"有色盛宴"或仍延续，一季度有望迎来"开门红"》；③国联民生证券2026年1月5日研报《金属 ...

转自：新华财经 2026年一开年，基金发行市场便呈现出不同于前几年的火热景象。记者在实地走访多家银行网点与基金 公司后发现，在理财经理、营销人员频繁提及的"长盈计划""龙盈计划"背后，一场围绕FOF（基金中基 金）渠道与产品的竞赛日渐升温。"这只FOF只卖一天，额度抢得很快。"一位银行理财经理向记者展示 刚刚售罄的产品页面。就在1月5日，万家基金旗下一只FOF一日"售罄"；次日，广发基金旗下的另一只 FOF也闪电结募。多家基金公司销售负责人透露，FOF成为渠道"开门红"的主力。一场由客户需求、产 品转型与渠道助推驱动的FOF角逐战，在开年首个交易周已全面打响。 2026年国际消费电子展会（CES 2026）火热进行中，中国科技军团以前沿的AI硬件与机器人等产品参 展，吸引全球市场目光。从人形机器人走向实用化、AI眼镜等硬件加速渗透，到智能家居等创新场景 涌现，AI全域落地的浪潮正转化为明确的产业订单与合作机遇。展会期间，产业链公司战略合作与产 能扩张信号频传。谷歌与中国AR企业XREAL达成长期硬件战略合作，推动Android XR生态落地；禾赛 科技宣布为满足机器人等领域的增长需求，规划将激光雷达年产能于2 ...

2026年1月8日， 『行家说储能2026开年盛会：电力市场与数智化储能企业创新实践峰会暨储能行业极光奖颁奖仪式 』 将在深圳正式举办，首批参会名单 如下（以下企业排名不分先后） ： 南方电网电力科技股份有限公司 阳光电源股份有限公司 中车株洲电力机车研究所有限公司 厦门海辰储能科技股份有限公司 瑞浦兰钧能源股份有限公司 弘正储能（上海）能源科技有限公司 青岛海尔新能源科技有限公司 苏州华储电气科技有限公司 江苏天合光能股份有限公司 江苏为恒智能科技有限公司 上海融和元储能源有限公司 江西利星能科技有限公司 万帮数字能源股份有限公司（星星充电） 广东兆万能源有限公司 广州鹏辉能源科技股份有限公司 浙江卧龙储能系统有限公司 星纪云能（上海）科技有限公司 厦门量道能源发展股份有限公司 浙江天能储能科技发展有限公司 青岛海信网络能源股份有限公司 广东皇鼎储能投资有限公司 国能日新科技股份有限公司 深圳亿兰科电气有限公司 大连汇能科技股份有限公司 厦门国贸集团股份有限公司 江苏领储宇能科技有限公司 上海派能能源科技股份有限公司 广州智光储能科技有限公司 西安奇点能源股份有限公司 上海天炜能源科技有限公司 深圳拓邦股份 ...

Group 1 - The core view of the report emphasizes that the basic business of new energy is on the rise, and the empowerment of national strategy/security assets is expected to become the strongest main line in 2026 [2][11] - The report highlights that the electric power equipment sector has shown a cumulative increase of approximately 37.6% in 2025, significantly outperforming the CSI 300 index, which increased by 16.18% [11] - Key stocks in the electric power equipment sector, such as Haike Xinyuan and Feiwo Technology, have seen increases exceeding 300% due to their strong performance in the new energy market [12] Group 2 - The storage industry is expected to benefit from diverse global demand drivers, with a focus on overseas markets and AI integration, leading to rapid growth in user-side storage and large-scale storage [2][4] - The lithium battery sector is witnessing new demand growth driven by emerging applications such as robotics and low-altitude economy, with solid-state battery technology advancements leading to increased demand for high-performance materials [2][4] - The report identifies solid-state batteries as a key investment focus, particularly in sulfide electrolytes and solid-state battery equipment, with 2027 being a critical year for mass production planning [2][4] Group 3 - The AIDC electric power equipment sector is experiencing significant growth due to rising energy consumption and power demands in data centers, which is driving innovation in power supply architecture [2][5] - The report suggests that semiconductor power devices, magnetic cores, and system integration are critical areas of focus within the AIDC electric power equipment industry [2][5] - The demand for AIDC construction is expected to drive the growth of SST (Solid State Transformer) requirements, with green electricity connections being a key catalyst [2][5]

Core Insights - Guoxia Technology, a leader in the "AI+" energy storage sector, successfully listed on the Hong Kong Stock Exchange under the stock code 02655.HK, with a first-day stock price increase of 117.91%, closing at HKD 43.80 and achieving a market capitalization exceeding HKD 22.4 billion [1] Company Overview - Founded in 2019 in Wuxi, Jiangsu, Guoxia Technology has rapidly ascended to become a prominent player in the global energy storage market, ranking as the eighth largest Chinese energy storage system supplier and among the top ten in global household energy storage system shipments, with a market share of 4% in both core business areas [3] - The company has established a dual-track growth model, combining large-scale domestic energy storage with overseas household and commercial energy storage, supported by a business network spanning over 20 countries and regions [3] Financial Performance - The company's revenue surged from CNY 142 million in 2022 to CNY 314 million in 2023, with projections to exceed CNY 1.026 billion in 2024, reflecting a compound annual growth rate of 169% over two years [4] - In the first half of 2025, revenue skyrocketed by 663% year-on-year to CNY 691 million, marking a significant turnaround with net profit shifting from a loss of CNY 25.59 million in the previous year to a profit of CNY 5.575 million [4] - The large-scale energy storage segment is the core growth driver, accounting for 76.6% of revenue in 2024, with sales increasing from 58.0 MWh in 2022 to 1,146.0 MWh in the first half of 2025 [4] Technological Advancements - Guoxia Technology's success is attributed to its "AI+" energy storage technology stack, which emphasizes a systematic and intelligent approach, featuring proprietary platforms like Safe ESS and Hanchu iESS, integrated with AI systems [6] - The company has developed a unique "cloud-edge-end" architecture, enabling real-time system stability even under extreme conditions, and providing personalized energy management strategies through its Home Energy Management System (HEMS) [6][7] Strategic Initiatives - The IPO raised net funds of HKD 606 million, which will be allocated to three strategic areas: enhancing long-duration energy storage technology and AI algorithm optimization, expanding global infrastructure and localized service teams, and increasing production capacity for large-scale, commercial, and household energy storage systems [7] - The company aims to strengthen its global brand influence and delivery system, focusing on technology research, intelligent manufacturing, and global service [7] Industry Context - The IPO signifies a shift for Chinese energy storage companies from "scale competition" to "technology ecosystem competition," positioning Guoxia Technology as a key player in the global energy digital transformation [8] - The company is committed to providing replicable, operable, and profitable energy storage solutions, contributing to global sustainable development [8]

Core Viewpoint - Guoxia Technology (02655), a leader in the AI internet energy storage sector, has successfully listed on the Hong Kong stock market, with its stock price experiencing a significant increase of nearly 15% shortly after the debut [1][3]. Group 1: IPO Details - The company issued a total of 33.8529 million shares at an offering price of 20.1 HKD per share, raising a net amount of approximately 605.6 million HKD [3]. - The funds raised will primarily be used to enhance the research and development of "AI+" energy storage core technologies, build overseas operations and service networks, and expand product capacity [3]. Group 2: Company Growth and Strategy - Guoxia Technology has maintained rapid revenue growth in recent years, accumulating rich core technologies in AI algorithms and edge computing within the energy storage field [3]. - The company plans to strategically migrate these technologies to the "AI robotics safety" sector, potentially opening up a new market worth hundreds of billions [3]. - The Chairman and Executive Director, Feng Lizheng, stated that the company will continue to deepen its focus on the "AI+" energy storage sector, aiming to build a comprehensive technology system from "cloud brain" to "embodied intelligence" to lead industry innovation [3].

Core Viewpoint - Guoxia Technology has officially listed on the Hong Kong stock market, marking a new phase of global development for the company, with its stock price increasing by over 12% [1] Financial Performance - Guoxia Technology's revenue has maintained rapid growth over the past three years, as disclosed in its prospectus [1] - The company has globally offered 33.8529 million shares at an issue price of HKD 20.1 per share, raising approximately HKD 605.6 million in net funds for strategic initiatives [1] Strategic Focus - The raised funds will be primarily used to deepen research and development in "AI+" energy storage core technologies, build overseas operations and service networks, and expand product capacity [1] - As a leading player in the AI internet energy storage sector, Guoxia Technology aims to leverage its core technologies in AI algorithms, edge computing, real-time data processing, and energy assurance to enter the "AI robot safety" market, potentially opening up a new market worth hundreds of billions [1] Future Outlook - The Chairman and Executive Director, Feng Lizheng, stated that Guoxia Technology will continue to focus on the "AI+" energy storage sector, aiming to build a comprehensive technology system from "cloud brain" to "embodied intelligence" [1]