Core Insights - The report emphasizes the importance of identifying investment opportunities and risks in the current market landscape, particularly focusing on sectors poised for growth such as AI, energy transition, and semiconductor industries [1]. Domestic Financial Market - The Shanghai Composite Index closed at 4101.91, down by 0.26%, while the Shenzhen Component Index closed at 14281.08, down by 0.18%. The ChiNext Index also saw a decline of 0.20%, closing at 3361.02 [2]. Macro News Summary - The State Council is reviewing measures to boost consumer spending and is focusing on new growth points in service consumption [4]. - The China Securities Regulatory Commission has initiated an investigation into Rongbai Technology for misleading statements regarding a major contract [4]. Industry Dynamics - The energy storage industry is entering a new growth phase driven by AI infrastructure, energy transition, and grid congestion, with related stocks such as Kelon Electronics and Jinrong Tianyu highlighted [5]. - Elon Musk has announced plans to produce 10,000 Starship rockets annually, indicating significant long-term growth potential in the commercial space sector, with stocks like Guoji Jinggong and Aerospace Morning Light being relevant [5]. - TSMC's financial report has led to a surge in US semiconductor stocks, suggesting a new growth opportunity for the semiconductor supply chain, with companies like Jingce Electronics and Zhongwei Company being mentioned [5]. Company Focus - Time Space Technology (605178) is strategically enhancing its semiconductor storage capabilities by leveraging the Shenzhen industrial ecosystem [6]. - Yanjing Co., Ltd. (300658) plans to acquire 98.54% of Yongqiang Technology, marking its entry into the integrated circuit interconnect materials sector [6]. - Jing Shan Light Machinery (000821) is addressing historical issues and has initiated a comprehensive internal control system upgrade [6]. - Starry Sky Technology (002439) has signed a framework agreement with Hong Kong Broadband to provide network security products and solutions [6]. Market Review and Outlook - On January 16, the market opened high but closed lower, with a total trading volume of 3.03 trillion, an increase of 120.8 billion from the previous trading day. Over 2900 stocks declined [7]. - The semiconductor supply chain showed strong performance, with stocks like Changdian Technology hitting a five-year high. Storage chip concepts also saw significant gains, with companies like Baiwei Storage reaching historical highs [7]. - The report maintains a positive outlook on AI investments and the recovery of global manufacturing, particularly in industrial commodities such as copper, aluminum, tin, lithium, crude oil, and oil transportation [7].

分红方面，中新赛克A股上市后累计派现3.46亿元。近三年，累计派现8537.60万元。 机构持仓方面，截止2025年9月30日，中新赛克十大流通股东中，汇丰晋信中小盘股票（540007）位居 第七大流通股东，持股206.70万股，为新进股东。 责任编辑：小浪快报 资料显示，深圳市中新赛克科技股份有限公司位于广东省深圳市南山区粤海街道高新区社区高新南七道 20号深圳国家工程实验室大楼A1403，成立日期2003年2月8日，上市日期2017年11月21日，公司主营业 务涉及网络可视化基础架构、网络内容安全等产品的研发、生产和销售,以及相关产品的安装、调试和 培训等技术服务。主营业务收入构成为：宽带网产品31.39%，移动网产品24.54%，网络内容安全产品 24.19%，其他13.60%，物业及租赁收入3.25%，数据与网络安全产品2.31%，数据运营产品0.71%。 截至1月10日，中新赛克股东户数2.29万，较上期减少4.03%；人均流通股7078股，较上期增加4.20%。 2025年1月-9月，中新赛克实现营业收入4.13亿元，同比增长13.93%；归母净利润-1063.07万元，同比增 长77.36%。 ...

Group 1 - The company has signed a framework agreement with Hong Kong Broadband Network Limited for the provision of cybersecurity products and solutions, with a transaction limit of up to HKD 32 million for 2026 and 2027, and up to HKD 38 million for 2028 [2][3] - The agreement is valid until December 31, 2028, and is considered a related party transaction due to the common control by China Mobile Communications Group [2][6] - The independent directors have reviewed and approved the transaction, ensuring it adheres to fair market principles and does not harm the interests of the company or its shareholders [3][8] Group 2 - Hong Kong Broadband is a leading telecommunications and technology solutions provider, with a reported revenue of HKD 11.1 billion and a net profit of HKD 200 million as of August 31, 2025 [5] - The company aims to strengthen its market presence in Hong Kong and Macau through this strategic partnership, aligning with national cybersecurity strategies [6][8] - The transaction is expected to have no adverse impact on the company's financial status or operational results, maintaining its independence [6][8]

容百科技公告，公司于2026年1月18日收到中国证监会下发的《立案告知书》，因公司重大合同公告涉 嫌误导性陈述等，决定对公司予以立案。目前公司各项经营活动和业务均正常开展。 湖南裕能：向特定对象发行股票申请获同意 今日晚间重要公告抢先看——容百科技因涉嫌误导性陈述被立案；锋龙股份自2026年1月19日开市起复 牌；立中集团子公司与国内头部新能源车企签署联合创新实验室战略合作协议 重大事项 容百科技：公司因涉嫌误导性陈述被立案 湖南裕能公告，公司于近日收到中国证券监督管理委员会出具的《关于同意湖南裕能新能源电池材料股 份有限公司向特定对象发行股票注册的批复》(证监许可〔2026〕81号)，同意公司向特定对象发行股票 的注册申请。本次发行应严格按照报送深圳证券交易所的申报文件和发行方案实施。本批复自同意注册 之日起12个月内有效。公司董事会将根据相关要求及股东会授权，在规定期限内办理本次发行股票相关 事宜，并及时履行信息披露义务。 延江股份：拟发行股份及支付现金购买资产并募集配套资金 募集配套资金的发行价格为9.94元/股 延江股份公告，公司计划通过发行股份及支付现金的方式购买甬强科技98.54%的股权，并募集配 ...

Core Viewpoint - The announcement indicates that Qiming Star (启明星辰) has entered into a framework agreement with Hong Kong Broadband (香港宽频) to provide cybersecurity products and solutions, marking a strategic partnership in the cybersecurity sector [1] Group 1: Agreement Details - Qiming Star's wholly-owned subsidiary, Beijing Qiming Star Information Security Technology Co., Ltd., will supply cybersecurity products and services to Hong Kong Broadband and its group members [1] - The agreement is effective until December 31, 2028, with annual transaction limits set for the years 2026, 2027, and 2028 [1] Group 2: Financial Projections - The transaction cap for 2026 is set at a maximum of 32 million Hong Kong dollars, with the same limit for 2027, and an increased cap of 38 million Hong Kong dollars for 2028 [1] Group 3: Ownership Structure - Both Qiming Star and Hong Kong Broadband are ultimately controlled by China Mobile Group, indicating a strong connection between the two entities [1]

Core Viewpoint - The announcement indicates that a wholly-owned subsidiary of the company has signed a framework agreement with Hong Kong Broadband to provide cybersecurity products and solutions until December 31, 2028, which is expected to enhance the company's presence in the Hong Kong and Macau markets [1] Group 1 - The transaction limits for the years 2026 to 2028 are set at HKD 32 million, HKD 32 million, and HKD 38 million respectively [1] - Both parties are ultimately controlled by China Mobile Group, making this transaction a related party transaction [1] - The agreement has been approved by the board of directors and does not require shareholder approval [1] Group 2 - Hong Kong Broadband is reported to have a good operational and financial status, which supports the viability of the transaction [1] - There have been no related party transactions between the two parties from the beginning of the year until the date of disclosure [1]

（来源：吴说） 编译 | 深潮 TechFlow 原文链接： https://www.techflowpost.com/article/detail_28372.html 智能扫地机器人以及其他智能家居设备很容易被黑客入侵，用来记录你的密码输入或助记词。 想象一下，有一天早晨醒来发现扫地机器人失控，冰箱开始向你索要赎金，而你的加密货币和银行账户 资金已被洗劫一空。 这不是斯蒂芬·金1986年的恐怖电影《火魔战车》（Maximum Overdrive）里的情节—— 那部电影讲述 了一颗流浪彗星引发全球机器杀人狂潮的故事。 作者 | Felix Ng 2019 年，网络安全公司 Avast 的研究员 Martin Hron 展示了黑客如何轻松访问家庭网络及其设备的方 法。 他选择了一个简单的目标：远程入侵自己的咖啡机。 Hron 解释说，与大多数智能设备一样，咖啡机采用默认设置，无需密码即可将设备连接到 WiFi，这使 得将恶意代码上传到机器中变得很容易。 "许多物联网设备首先通过其自身的 WiFi 网络连接到家庭网络，该网络仅用于设置设备。理想情况下， 消费者会立即使用密码保护该 WiFi 网络，"Hron 解 ...

Policy - The People's Bank of China has increased the loan quota for technological innovation and technological transformation from 800 billion to 1.2 trillion yuan, expanding support to private small and medium-sized enterprises with high R&D investment levels [1] - The Ministry of Industry and Information Technology has issued an action plan for the high-quality development of industrial internet platforms, aiming for over 450 influential platforms by 2028, with a resource connection capability enhancement and over 120 million industrial devices connected [1] Industry Development - Shanghai aims to achieve large-scale implementation of high-level autonomous driving application scenarios by 2027, establishing a competitive smart connected vehicle industry cluster with international influence [2] - Zhejiang Province plans to accelerate breakthroughs in large-scale intelligent computing clusters and support the construction of space computing facilities, enhancing the use of domestic computing chips [3] IPO - Suzhou Lianxun Instrument Co., Ltd. has received approval for its IPO on the Sci-Tech Innovation Board, aiming to raise approximately 1.711 billion yuan [4] Primary Market - Zivariable Robotics has completed a 1 billion yuan A++ round of financing, with investments from major firms including ByteDance, Meituan, and Alibaba [5] - Supermagnetic Energy has announced the completion of several hundred million yuan in angel round financing, primarily for R&D investment [6] - INMO has completed a C1 round of financing, raising nearly 500 million yuan over three rounds within a year [7] - Shanghai Shuli Intelligent Technology Co., Ltd. has completed a B+ round of financing, focusing on brain-computer interface products [8] - Luanqi Technology has completed nearly 100 million yuan in B round financing for production expansion and R&D [9] - Far East Excellence has completed several tens of millions in A round financing for facility expansion and market development [10] - Noumena has completed several tens of millions in Pre-A round financing [11] Secondary Market - Baiwei Storage's second-largest shareholder plans to reduce its stake by up to 2% [12] - Yongxi Electronics plans to invest up to 2.1 billion yuan in a semiconductor packaging and testing facility in Malaysia [13] - Bluetech Optical plans to raise up to 1.055 billion yuan through a private placement for various projects [14]

Group 1 - The Southwest regional headquarters of Chengdu Yuzhi'an Technology Co., Ltd. has officially settled in the Tianfu New Area by Xinglong Lake [1] - The company focuses on AI security technology innovation and aims to deeply integrate into the regional industrial ecosystem [1] - Founded in 2021, Yuzhi'an Technology specializes in large models and cybersecurity, with its core product being the "Large Model Security Fence" [1] Group 2 - The company has provided security support for central enterprises in critical infrastructure sectors through self-developed deep learning and reinforcement learning solutions [1] - In the next 1-2 years, the company plans to establish an AI security R&D center in the Tianfu New Area and attract high-end talent through local talent policies [1] - Yuzhi'an Technology will collaborate with universities and central enterprises to build joint laboratories and participate in tackling cutting-edge topics through a "dual-direction leaderboard" approach [1]

Core Viewpoint - Guotou Intelligent is transitioning from a "technology applicator" to a "builder of secure and trustworthy foundations" in the digital economy, focusing on integrating technology innovation with compliance governance to create a differentiated competitive advantage [2][3][7] Group 1: Strategic Upgrade - The company has proposed a strategic upgrade framework called "Two Steady, Three Expansions, One Service," aimed at enhancing business collaboration and achieving a value loop [4] - "Two Steady" focuses on consolidating its core businesses in electronic data forensics and public safety data intelligence [4] - "Three Expansions" includes extending into new financial security and digital anti-fraud sectors, expanding into international markets, and developing embodied intelligence [4][5] - "One Service" emphasizes providing digital services to Guotou Group and other large state-owned enterprises, fostering a collaborative development ecosystem [4][6] Group 2: Investment in R&D and Technological Capabilities - Over the past decade, the company has invested over 3 billion yuan in R&D, establishing a strong technological barrier, including 100% self-controlled core technologies in electronic data forensics [3][7] - The company aims to leverage its "trust capital" to transform high barriers into sustainable commercial value, aligning national strategies with market opportunities [7] Group 3: Market Expansion and International Outreach - The company has positioned itself as a "global police and fire merchant," focusing on emerging markets along the Belt and Road Initiative, with operations in over 40 countries and regions [5] - Recent initiatives include providing online evidence collection training for law enforcement in Cambodia, showcasing the company's commitment to international security governance [5] Group 4: Focus on New Business Areas - The company is actively exploring the embodied intelligence sector, targeting safety services and self-safety in high-risk industries such as public safety and emergency management [5] - It plans to establish a future research institute in Shenzhen to focus on cutting-edge technologies, aiming to create a high-tech hub for Guotou Intelligent [5][6] Group 5: Contribution to National Strategy - The company is committed to safeguarding national cybersecurity, promoting healthy digital economic development, and modernizing social governance, thereby contributing to the construction of a secure and trustworthy digital foundation for digital China [7]