Market Overview - The A-share market opened strongly on January 5, 2026, with the Shanghai Composite Index returning to the 4000-point level, gaining 35.16 points or 0.89% [2][3] - The ChiNext Index rose over 1%, while the Sci-Tech 50 Index saw an increase of 3.22% [3] Sector Performance - The brain-computer interface (BCI) concept stocks surged, with several stocks hitting the daily limit up, including Meihua Medical, Xiangyu Medical, and Aipeng Medical, all achieving a 20% increase [6][10] - Other active sectors included internet, semiconductor, and gaming, while sectors like catering, tourism, aviation, and duty-free experienced fluctuations [2][4] Notable Stocks - Kuaishou saw a significant rise of over 10%, while Bilibili, Lenovo Group, and SMIC also experienced gains [5][6] - In the BCI sector, notable performers included: - Aipeng Medical: 20% increase, market cap of 4.2 billion - Meihua Medical: 20% increase, market cap of 16.41 billion - Xiangyu Medical: 20% increase, market cap of 11.6 billion [7][9] Gaming Sector - The gaming sector experienced a broad rebound, with Sanqi Interactive Entertainment hitting the daily limit up, and other companies like Tom Cat and Kejing Network also seeing significant gains [10][11] - WeChat Mini Games announced a new incentive policy for developers, enhancing support for quality game content starting January 1, 2026, with incentives exceeding 100% for newly launched games [12] Medical Sector - The healthcare sector saw a rise, with Beiyikang hitting a 30% limit up, and other companies like Weisi Medical and Kangtuo Medical also showing strong performance [8][9]

1月5日，奥精医疗涨5.02%，截至发稿，报21.33元/股，成交5260.64万元，换手率1.82%，总市值29.22 亿元。 融通健康产业灵活配置混合A/B（000727）基金经理为万民远。 截至发稿，万民远累计任职时间9年135天，现任基金资产总规模59.57亿元，任职期间最佳基金回报 130.09%， 任职期间最差基金回报-25.38%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从奥精医疗十大流通股东角度 数据显示，融通基金旗下1只基金位居奥精医疗十大流通股东。融通健康产业灵活配置混合A/B （000727）三季度新进十大流通股东，持有股数240万股，占流通股的比例为1.75%。根据测算，今日 浮盈赚取约244.8万元。 融通健康产业灵活配置混合A/B（000727）成立日期2014年12月25日，最新规模18.16亿。今年以来收益 8.57%，同类排名6064/8155；近一年收益8.57%，同类排名6064/8155；成立以来收益1 ...

Market Overview - The A-share market experienced a strong start in 2026, with the Shanghai Composite Index returning to the 4000-point level, closing at 4004.00, up 0.89% [2][3] - The ChiNext Index rose over 1%, while the STAR 50 Index saw an increase of 3.22% [2][3] - The total trading volume reached 1.15 trillion CNY, with a predicted turnover of 2.60 trillion CNY, an increase of 536.2 billion CNY compared to previous estimates [3] Sector Performance - The brain-computer interface (BCI) concept stocks surged, with several stocks hitting the daily limit up, including Meihua Medical, Xiangyu Medical, and Aipeng Medical, all achieving a 20% increase [8][12] - Other active sectors included internet, semiconductors, and gaming, while the restaurant, tourism, aviation, and duty-free sectors experienced fluctuations and adjustments [3][4] - The healthcare sector also saw gains, with companies like Beiyikang and Weisi Medical achieving significant increases [8][12] Notable Stocks - Kuaishou saw a notable increase of over 10%, while Bilibili, Lenovo Group, and SMIC also experienced gains [5][6] - The stock prices of several BCI-related companies showed substantial growth, with some reaching daily limits [8][12] Policy Changes - The WeChat Mini Games platform announced an upgrade to its in-app purchase incentive policy, effective January 1, 2026, aimed at supporting quality game development [18] - New games launched on the platform will receive dual incentives during their initial and growth phases, with a maximum incentive cap raised to 4 million CNY per game [18] Commodity Market - On January 5, spot silver prices surged, breaking through 76 USD per ounce, with a daily increase of 3.66%, while gold prices returned above 4400 USD [20][22] - The geopolitical risks have heightened the appeal of precious metals as safe-haven assets, with analysts suggesting further upside potential for gold and silver [25]

Core Insights - The first large-scale national alliance procurement for traditional Chinese medicine (TCM) acupuncture supplies took place on December 30, 2025, organized by the Guangxi Medical Insurance Bureau, covering 25 provinces and regions in China [1][2] - The procurement aims to reduce costs for patients while ensuring the quality and availability of medical supplies, focusing on commonly used items like acupuncture needles and cupping devices [1][2] Summary by Sections Procurement Details - The alliance procurement involves over 2.5 billion units of medical supplies, aiming to leverage bulk purchasing to lower prices and cover over 70% of the TCM service consumption market in China [1] - A group bidding mechanism was introduced, dividing companies into two groups: Group A for mainstream products with established clinical use and Group B for high-cost-performance new products, promoting innovation [1] Pricing and Competition - Multiple rules were implemented to ensure a balance where doctors are willing to use the products, patients can afford them, and companies can still profit [2] - The procurement cycle is set for two years, with the possibility of a one-year extension, and the selected results are expected to be implemented in the first half of 2026 [2] Future Implications - This procurement is seen as a significant step in building a China-ASEAN regional pharmaceutical trading platform, exploring new pathways for quality assurance, price reduction, and stable supply [2]

截至发稿，李树建累计任职时间2年120天，现任基金资产总规模197.58亿元，任职期间最佳基金回报 114.87%， 任职期间最差基金回报-6.47%。 李栩累计任职时间3年42天，现任基金资产总规模265.38亿元，任职期间最佳基金回报139.24%， 任职 期间最差基金回报-5.57%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，北京天智航医疗科技股份有限公司位于北京市海淀区建枫路(南延)中关村西三旗金隅科技园 8号院2号楼，成立日期2010年10月22日，上市日期2020年7月7日，公司主营业务涉及专注于骨科手术导 航定位机器人的研发、生产、销售和服务。主营业务收入构成为：骨科手术导航定位机器人58.31%， 配套设备及耗材23.86%，技术服务16.49%，其他(补充)1.31%，其他0.04%。 从天智航十大流通股东角度 数据显示，易方达基金旗下1只基金位居天智航十大流通股东。易方达国证机器人产业ETF（159530） 三季度新进十大流通股东，持 ...

人民财讯1月5日电，据奥精医疗消息，近日，京津冀"3+N"联盟止血材料类医用耗材带量联动采购项目 正式发布中选结果。在本次覆盖多区域、多机构的联盟采购中，奥精医疗全资子公司北京奥精医疗器械 有限责任公司旗下奥愈凝可吸收胶原蛋白止血海绵成功中选，正式纳入联盟带量联动采购目录。 ...

Group 1 - The core point of the news is that Kemei Diagnostics experienced a stock price increase of 5.18%, reaching 7.72 CNY per share, with a total market capitalization of 3.097 billion CNY as of January 5 [1] - Kemei Diagnostics, established on May 10, 2007, and listed on April 9, 2021, specializes in the research, production, and sales of clinical immunochemistry luminescent diagnostic reagents and instruments [1] - The main revenue composition of Kemei Diagnostics is derived from LiCA series products (93.42%) and CC series products (6.58%) [1] Group 2 - According to data, Penghua Fund has a significant holding in Kemei Diagnostics through its Penghua Quantitative Pioneer Mixed Fund (005632), which held 69,200 shares, accounting for 0.46% of the fund's net value [2] - The Penghua Quantitative Pioneer Mixed Fund has achieved a year-to-date return of 38.28%, ranking 2189 out of 8155 in its category [2] - The fund manager, Shi Yunchao, has been in charge for 1 year and 9 days, with the fund's total asset size at 2.59 billion CNY [3]

1月5日，爱迪特涨5.02%，截至发稿，报46.42元/股，成交5222.36万元，换手率1.59%，总市值49.47亿 元。 资料显示，爱迪特(秦皇岛)科技股份有限公司位于河北省秦皇岛市经济技术开发区都山路9号，成立日 期2007年3月15日，上市日期2024年6月26日，公司主营业务涉及自主研发、生产、销售具有国际竞争力 的氧化锆瓷块等口腔修复材料。主营业务收入构成为：口腔修复材料73.74%，口腔数字化设备 19.80%，其他产品及服务6.46%。 从基金十大重仓股角度 数据显示，银河基金旗下1只基金重仓爱迪特。银河医药混合A（011335）三季度持有股数65.06万股， 占基金净值比例为5.66%，位居第八大重仓股。根据测算，今日浮盈赚取约144.43万元。 银河医药混合A（011335）成立日期2021年6月17日，最新规模5.03亿。今年以来收益13.29%，同类排 名5344/8155；近一年收益13.29%，同类排名5344/8155；成立以来亏损44.16%。 截至发稿，方伟累计任职时间4年242天，现任基金资产总规模7.03亿元，任职期间最佳基金回 报-13.99%， 任职期间最差基金回报 ...

1月5日，热景生物盘中上涨2.07%，截至10:11，报165.35元/股，成交8409.05万元，换手率0.56%，总市 值153.29亿元。 资金流向方面，主力资金净流出756.27万元，特大单买入485.17万元，占比5.77%，卖出851.55万元，占 比10.13%；大单买入1485.18万元，占比17.66%，卖出1875.07万元，占比22.30%。 热景生物今年以来股价涨2.07%，近5个交易日跌0.99%，近20日跌7.89%，近60日涨1.87%。 资料显示，北京热景生物技术股份有限公司位于北京市大兴区中关村科技园区大兴生物医药产业基地庆 丰西路55号院7号楼1-5层，成立日期2005年6月23日，上市日期2019年9月30日，公司主营业务涉及研 发、生产和销售体外诊断试剂及仪器。主营业务收入构成为：检测试剂70.87%，检测仪器19.79%，其 他8.17%，生物原料1.17%。 热景生物所属申万行业为：医药生物-医疗器械-体外诊断。所属概念板块包括：食品检测、创新药、猴 痘概念、肝炎治疗、阿尔茨海默等。 截至9月30日，热景生物股东户数7833.00，较上期增加12.90%；人均流通股 ...

该行认为，此次公司高管以自有资金增持公司股权，体现了管理层对于公司A股IPO进展以及中长期战 略发展的信心。此前，公司于2025年9月15日在官方公众号发文，公司A股IPO启动会圆满举行，意味着 公司未来有望通过A股IPO上市进一步提升资本市场流动性。此外，公司正积极推进介入式脑机接口产 品的医疗器械注册流程，预计2026年底完成首例人体临床入组。 心玮医疗-B(06609)涨超11%，截至发稿，涨11.17%，报60.7港元，成交额764.81万港元。 消息面上，2025年12月12日，心玮医疗-B公告，拟折价1.10%向张涵配售100万股内资股，净筹4325万 港元。中信建投（601066）指出，预计交易完成之后，将进一步增厚公司的流动现金储备，该笔现金预 计在2028年底前全部使用，用于在医疗器械行业的投资/并购，有望扩大公司产品组合，助力公司长期 可持续增长。 ...