盘前要闻 1、央行明确2026年重点工作！继续实施适度宽松的货币政策，专家解读 类型：市场 类型：宏观 情绪影响：正面 2026年央行工作会议1月5日-6日召开。会议提到，要继续实施好适度宽松的货币政策，灵活高效运用降 准降息等货币政策工具。专家判断，2026年央行将主要依靠MLF和买断式逆回购向市场注入中期流动 性，引导金融资源更多流向科技创新、制造业升级、促消费等国民经济重点领域和薄弱环节。 2、涉及商业航天、脑机接口，热门股齐发公告!两大牛股停牌核查 类型：市场 情绪影响：中性 1月6日晚，北斗星通、航天环宇、三博脑科、翔宇医疗等多只商业航天、脑机接口概念的热门股齐发公 告，停牌核查或提示风险。其中，国晟科技和16天12板的嘉美包装因短期内股价涨超200%，自1月7日 开市起停牌核查。并提示当前存在市场情绪过热、非理性炒作风险，股票击鼓传花效应明显。 3、道指、标普齐创新高!黄仁勋讲话点燃芯片与存储股，闪迪大涨27% 情绪影响：正面 美股周二收高，由于AI热潮下存储芯片严重短缺引爆涨价潮，道指、标普500指数均创历史收盘新高。 英伟达CEO黄仁勋在CES上披露新一代AI处理器细节，并强调将引入一层新的存 ...

Core Viewpoint - The government of Kangping County has outlined its key work for 2026, focusing on industrial upgrades, ecological protection, urban renewal, and livelihood guarantees to achieve high-quality development. Group 1: Economic Development - Kangping aims to sign at least 60 projects worth over 100 million yuan each in 2026, focusing on precise investment attraction and efficient service to support economic growth [3] - The county will target major projects in infrastructure and key sectors, including a rural water supply project and a new funeral home, with 26 projects seeking inclusion in the central budget [3] - The goal is to secure over 1 billion yuan in funding, with a focus on industries such as biochemistry, new energy, and new materials [3] Group 2: Renewable Energy Initiatives - Kangping plans to ensure the full capacity grid connection of the 300,000 kW wind power project by China Resources and commence a 500,000 kW joint venture wind power project [4] - The county will also implement modifications to wind farms and develop a green liquid fuel distribution network [4] Group 3: Rural Development and Livelihood - The county aims to enhance food security and promote rural revitalization by strengthening local brands and increasing the scale of agricultural production [5] - The goal is to achieve a rural water supply rate of over 45% and improve rural infrastructure, including the construction and renovation of roads and power grids [5] Group 4: Urban Development and Infrastructure - Kangping will work towards becoming a national civilized city by enhancing urban functions, services, and ecological quality, including the construction of new parking spaces [6] - Projects include relocating the local prison, upgrading old neighborhoods, and improving public utilities [6] Group 5: Social Welfare and Public Services - The county will prioritize public welfare by implementing free preschool education and improving the quality of elderly care services [7][8] - Efforts will be made to enhance healthcare services through the expansion of the county hospital and the establishment of a county-level elderly care system [8]

Group 1 - The company signed a sales contract worth approximately 3.32 billion yuan with major wind turbine manufacturers for the period from October 1 to December 31, 2025 [1] - The contract includes 190 million yuan for offshore wind projects and 3.13 billion yuan for onshore wind projects [2] - The contract amount is expected to account for about 16% of the company's total revenue and 40% of the wind blade segment revenue for 2024 [2] Group 2 - The wind blade segment is the company's largest business, with a revenue of 3.911 billion yuan in the first half of 2025, representing a year-on-year growth of 39.38% [3] - The company has established strong strategic partnerships with leading domestic wind turbine manufacturers and has seen a 300% year-on-year increase in overseas revenue [3] - The company plans to expand production capacity in existing factories to meet domestic demand while focusing new bases on overseas market needs [3] Group 3 - The company has been extending its business chain by engineering high-performance polymer materials, achieving a revenue of 250 million yuan in the new materials segment in the first half of 2025, a year-on-year increase of 116.71% [4] - The company is accelerating capacity ramp-up and new construction projects, with significant demand and orders in the new materials business [4] - The Zhuzhou base is exceeding expectations in capacity ramp-up, and the Yibin base is expected to complete construction and commence production by the end of the year [4]

Core Insights - The Chinese renewable energy industry has shifted focus towards high-quality development, moving away from merely scaling up and installing capacity [2][3] - The global energy transition, driven by carbon neutrality goals and the construction of new power systems, is pushing the energy structure towards cleaner and lower carbon sources [3] Energy Storage - Energy storage has gained significant attention in 2026, with global new installations expected to reach 438 GWh, a 62% year-on-year increase, and China projected to contribute 250 GWh [6] - The market is now driving energy storage development, with profit opportunities arising from price differences in electricity markets [7] - Energy storage has transitioned from a cost item to a revenue-generating asset, aided by technological innovations such as improved lithium batteries and the potential of solid-state and hybrid batteries [9][10] - New demands from AI computing centers are creating a need for high-performance energy storage systems capable of rapid response and grid regulation [10][12] - Long-duration energy storage is becoming a hot topic, with various technologies being explored to store energy for days or weeks [12][13] Photovoltaics - The photovoltaic sector faces challenges with overcapacity leading to reduced profit margins despite increased installations [15] - Technological advancements are crucial for the industry's resilience, with TOPCon technology becoming mainstream and innovations in HJT and BC cells being explored [15][17] - The potential commercialization of perovskite solar cells could significantly alter the photovoltaic landscape, with ongoing developments in tandem technology [18][20] - Investment trends are shifting towards innovative technologies rather than just scaling up existing capacities [20] Wind Power - Offshore wind power has become a key focus, with China holding 50% of the global installed capacity [20] - The industry is experiencing a small peak in project construction due to improved policy environments, although challenges remain in terms of approval processes and costs [22] - Innovative pricing mechanisms are being introduced to encourage exploration of deeper offshore projects [22] - The integration of wind power with other industries, such as aquaculture and tourism, is being promoted to enhance revenue streams and risk resilience [24] Integration of Energy Sources - The synergy between wind, solar, and storage is essential for creating a stable and efficient energy system, moving beyond individual competition to a collaborative approach [25][27] - Future competition will focus on system design, integration capabilities, and overall service rather than just hardware manufacturing [27][28] - The renewable energy sector is transitioning from rapid expansion to high-quality development, indicating a maturation phase with both challenges and opportunities [28]

今日聚焦 1、药明康德第三大股东、第四大股东、第六大股东等18家股东2025年11月20日至2026年1月5日期间累 计减持2%公司股份 本次减持计划已实施完毕 药明康德公告称，公司于2026年1月5日收到实际控制人控制的股东发出的《告知函》，2025年11月20日 至2026年1月5日，实际控制人控制的股东通过集中竞价和大宗交易方式累计减持公司股份5967.51万 股，占公司总股本的2%。本次减持计划已实施完毕。减持主体包括G&C IV Hong Kong Limited、G&C V Limited、G&C VI Limited、G&C VII Limited等，减持价格区间为84.66至95.08元/股。减持后，这些 股东的持股比例均有所下降。本次减持计划已实施完毕。 2、罗博特科：子公司ficonTEC与瑞士客户签订第二条全自动OCS(光交换机)封装整线订单 罗博特科公告称，全资子公司ficonTEC近日与交易对手方瑞士某头部公司C的子公司签署的单笔合同金 额约为770.00万欧元(折合人民币约6307.84万元)，占公司2024年度经审计营业收入的比例超过了 5.70%，该合同单笔金额重大，且系fco ...

Group 1 - The company signed sales contracts totaling approximately 3.32 billion yuan for wind turbine blades with major manufacturers, with offshore wind projects accounting for 190 million yuan and onshore projects for 3.13 billion yuan [1] - The wind power blade segment is the largest business for the company, with expected sales revenue of 8.2 billion yuan in 2024, representing about 40% of the segment's revenue and 16% of total revenue [1] - The company reported a 39.38% year-on-year increase in sales revenue for the wind power blade segment in the first half of 2025, reaching 3.911 billion yuan [2] Group 2 - The company plans to expand domestic wind power blade production capacity through existing factories and focus on overseas markets for new bases, with an ideal capacity of approximately 5,000 sets per year [3] - A wholly-owned subsidiary has been established in Vietnam, with an investment of 458 million yuan planned to enhance operational capabilities, and production is expected to start in April 2026 [3] - The company has seen a significant increase in demand for new materials, with sales revenue from new materials and other segments reaching 250 million yuan in the first half of 2025, a year-on-year increase of 116.71% [3]

Market Overview - The Shanghai Composite Index achieved a 13-day consecutive rise, reaching a 10-year high, with over 4,100 stocks in the market rising, and more than 100 stocks hitting the daily limit for two consecutive days [2] - Key sectors showing significant gains include brain-computer interfaces, large finance, non-ferrous metals, commercial aerospace, and unmanned driving [2] Notable Stocks - Shengtong Energy has achieved a 13-day limit-up streak, while Fenglong Co. and Leike Defense have seen 8 and 5 consecutive limit-ups, respectively [2] - Key stocks with notable performance include: - Lianjian Optoelectronics: Price at 8.20, up 20.06% with a turnover rate of 29.85% [1] - Wanjitech: Price at 37.66, up 20.01% with a turnover rate of 28.47% [1] - Raylwei: Price at 26.51, up 20.01% with a turnover rate of 6.97% [1] - Tianli Technology: Price at 32.21, up 20.01% with a turnover rate of 19.26% [1] - Weisi Medical: Price at 69.70, up 20.01% with a turnover rate of 10.74% [1] Trading Activity - The top three net buying stocks on the daily leaderboard were: - Shanzik Technology: Net buying of 6.66 billion with a daily increase of 10.12% [4] - Goldwind Technology: Net buying of 6.14 billion with a daily increase of 9.99% [4] - Beidou Xingtong: Net buying of 4.53 billion with a daily increase of 10.01% [4] Institutional Activity - Institutional net buying was significant in stocks such as: - Liou Co.: Net buying of 1.35 billion with a daily increase of 6.94% [6] - Haige Communication: Net buying of 1.01 billion with a daily increase of 9.98% [6] - Daoshi Technology: Net buying of 931.65 million with a daily increase of 14.52% [6] Sector Highlights - The brain-computer interface sector continues to attract attention, with multiple companies showing strong performance and significant trading volumes [1][2] - The commercial aerospace sector is also gaining traction, with companies like Goldwind Technology involved in strategic partnerships and projects [11][15]

每经AI快讯，1月6日，金风科技（002202）今日涨停，成交额136.64亿元，换手率18.42%。盘后龙虎榜 数据显示，深股通专用席位买入6.35亿元并卖出6.02亿元，1家机构专用席位净买入2490.07万元。 ...

格隆汇1月6日丨时代新材(600458.SH)公布，公司2025年10月1日—2025年12月31日与风电各大主机厂 （称"买方"）签订《叶片销售合同》（称"合同"或"本合同"）。公司向买方销售叶片及相关服务,合同金 额总计约合人民币33.2亿元（含税价）。 ...

时代新材（600458）(600458.SH)公告，公司2025年10月1日—2025年12月31日与风电各大主机厂签订 《叶片销售合同》。公司向买方销售叶片及相关服务,合同金额总计约合人民币33.2亿元(含税价)。 ...