人民财讯1月7日电，中信证券指出，商务部加强两用物项对日本出口管制，或导致日本氧化锆厂商受到 冲击，中国氧化锆粉体和瓷块厂商有望受益，扩大自身在海外的市场份额。 ...

凯盛科技（600552.SH）1月6日在投资者互动平台表示，公司年产5000吨合成石英砂生产线项目已启动 试生产，处于化工段产品生产技术调试中，部分产品样品通过客户验证，但仍需通过产业化试样验证。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司，前期公司规划的年产800吨合成石英项目 现在进展如何？预期什么时候能投产？ ...

前瞻性布局落地，核心资产引领市场上涨！ 2026年开年，A股、港股市场暖意融融，格隆汇研究院凭借对中国经济趋势与产业升级的深刻洞察，前瞻性挖掘优质核心资产，元旦期间重磅 推出的"下注中国"十大核心资产组合，开年即迎来强势爆发，用实打实的涨幅印证了专业筛选的硬实力！ | 核心资产 | 证券代码 | 总市值(亿人民币) | 行业/题材/概念 | 被PK掉的其他选择 | | --- | --- | --- | --- | --- | | 中际旭创 | 300308 A股 | 6,778 | AI算力/先进制造 | 新易盛、中芯国际、立讯精密、宁德时代 | | 腾讯 | 00700 H股 | 49,160 | AI应用 | 网易、小米集团-W、快手 | | 阿里巴巴 | 09988 HKS | 24,500 | AI/云计算 | 地平线-W、百度、拼多多、美团 | | 黄金ETF | 518880 AM | | 有色金属 | 紫金矿业、中国宏桥 | | 洛阳辑业 | 603993 AK | 4,279 | | 股大数据 锡业股份、华友钻业 | | 中国平安 | 601318 A股 | 12,400 | 金融 | . ...

Core Viewpoint - The three major indices collectively rose on January 6, with the Shanghai Composite Index reaching a ten-year high, supported by increased trading volume and active market participation [1] Market Performance - The Shanghai Composite Index increased by 1.5%, the Shenzhen Component Index rose by 1.4%, and the ChiNext Index gained 0.75% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.81 trillion yuan, indicating a significant increase in market activity [1] Stock Performance - Over 4,100 stocks in the market experienced gains, with 143 stocks hitting the daily limit up, marking the second consecutive day of over 100 limit-up stocks [1] Sector Highlights - The commercial aerospace sector saw a strong performance, with multiple stocks hitting the daily limit up, including Lu Xin Chuang Tou, which achieved six limit-ups in eight days, and Bei Dou Xing Tong and China Satellite Communications, both with four limit-ups in six days [1] - The brain-computer interface concept continued to show strength, with Sanbo Brain Science, Meihao Medical, and Innovation Medical achieving consecutive limit-ups [1] - The financial sector collectively surged, with Huayin Securities and Dazhihui hitting the daily limit up [1] - The intelligent driving sector also performed well, with Wanji Technology and Luchang Technology among the stocks that hit the daily limit up [1] - The chemical sector saw gains, with Zhongtai Chemical, Lu Hua Technology, and Chlor-Alkali Chemical all hitting the daily limit up [1] - The non-ferrous metals sector was active, with companies like Luoyang Molybdenum and Zijin Mining reaching historical highs [1]

每经AI快讯，1月6日，三大指数集体收涨，沪指高开高走，再创十年新高。量能持续放大，沪深两市 成交额2.81万亿元，较上一个交易日放量2602亿元。盘面上，市场热点轮番活跃，全市场超4100只个股 上涨，其中有143只个股涨停，连续两日超百股涨停。从板块来看，商业航天概念持续爆发，十余只成 分股涨停，鲁信创投8天6板，北斗星通、中国卫通6天4板。脑机接口概念延续强势，三博脑科、美好医 疗、创新医疗2连板。大金融板块集体拉升，华林证券、大智慧涨停。智能驾驶概念走强，万集科技、 路畅科技等多股涨停。化工板块走高，中泰化学、潞化科技、氯碱化工涨停。有色金属板块表现活跃， 洛阳钼业、紫金矿业等多股创历史新高。截至收盘，沪指涨1.5%，深成指涨1.4%，创业板指涨0.75%。 ...

1月6日上午，A股三大指数走势分化，沪指高开高走，涨超1%，再创十年新高。截至午间收盘，沪指涨1.14%，深成指涨0.81%，创业板指跌0.04%。 | 上证指数 | 深证成指 | 北证50 | | | | | | --- | --- | --- | --- | --- | --- | --- | | 4069.38 | 13940.24 | 1479.07 | | | | | | +45.96 +1.14% +111.61 +0.81% +12.65 +0.86% | | | | | | | | 科创50 | 创业板指 | 万得全A | | | | | | 1430.81 | 3293.18 | 6611.54 | | | | | | +27.40 +1.95% | | -1.37 -0.04% +73.60 +1.13% | | | | | | 沪深300 | 中证500 | 中证A500 | | | | | | 4772.17 | | | 7766.29 5834.52 | | | | | +54.42 +1.15% +115.09 +1.50% +71.22 +1.24% | | | | | | | ...

| 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 4069.38 | 13940.24 | 1479.07 | | +45.96 +1.14% +111.61 +0.81% +12.65 +0.86% | | | | 科创50 | 创业板指 | 万得全A | | 1430.81 | 3293.18 | 6611.54 | | +27.40 +1.95% | -1.37 -0.04% +73.60 +1.13% | | | 沪深300 | 中证500 | 中证A500 | | 4772.17 | 7766.29 | 5834.52 | | +54.42 +1.15% | +115.09 +1.50% +71.22 +1.24% | | | 中证1000 | 深证100 | 中证红利 | | 7821.96 | 5951.67 | 5570.59 | | +68.08 +0.88% +23.35 +0.39% +45.47 +0.82% | | | | 万得全A涨跌分布 | | | | 跌1584 | 涨3691 | | | 成交额1.80万亿 | 预测成交额2.82万亿, ...

Group 1: Chemical Sector Performance - The chemical sector indices experienced declines, with the chemical raw materials index down by 0.65%, chemical machinery index down by 2.97%, pharmaceutical index down by 2.19%, and pesticide and fertilizer index down by 0.73% [1] - In contrast, the oil sector indices showed positive performance, with the oil processing index up by 6.19%, oil extraction index up by 4.93%, and oil trading index up by 2.66% [1] Group 2: Oil Price Movements - International crude oil prices showed a strong fluctuation, with WTI settling at $57.32 per barrel, an increase of 1.02% from December 26, 2025, and Brent settling at $60.75 per barrel, an increase of 0.18% [1] Group 3: Petrochemical Product Price Changes - The top five petrochemical products with price increases included industrial-grade lithium carbonate up by 22.37%, purified terephthalic acid up by 8.32%, paraxylene (CFR China) up by 6.97%, polyester FDY up by 5.04%, and shale oil up by 4.98% [1] - The top five petrochemical products with price declines included liquid chlorine down by 37.72%, liquefied natural gas down by 6.69%, pure MDI down by 4.23%, sulfur down by 3.96%, and vitamin D3 down by 3.85% [1] Group 4: Capital Market Performance of Chemical Companies - The top five performing listed chemical companies included Guoli Technology up by 20.18%, Heshun Technology up by 19.11%, Longgao Co. up by 18.91%, Shuangwei New Materials up by 15.68%, and Cangzhou Dahua up by 14.56% [2] - The bottom five performing listed chemical companies included Qingshuiyuan down by 12.54%, Shilong Industrial down by 11.51%, Ruihua Tai down by 10.92%, Monte High-tech down by 10.21%, and Kaisheng New Materials down by 9.80% [2]

自2025年12月23日丙烯2603合约创下上市新低后，市场虽呈现技术性触底反弹，但其上行空间仍受基本 面制约。考虑到春节假期之前供应端压力持续存在，而下游需求表现相对有限，丙烯供大于求的宽松格 局难以根本扭转，因此，在缺乏强劲驱动的情况下，预计后期丙烯价格大概率将延续低位震荡走势。 供应端压力持续增加 2025年，我国丙烯市场在高开工率与高产量的主导下，供应持续充裕，对价格形成显著压制。从全年数 据看，2025年丙烯装置开工率始终高于2023年及2024年的同期水平，推动周度产量维持在历史高位。 2025年累计产量6078.86万吨，同比大幅增长14.61%，尤其是年末最后一周，产量攀升至124.33万吨， 处于近3年来的相对高位，这持续构成了市场价格的上行阻力。进入2026年1月，市场并未出现一致性的 收缩，而是呈现出装置检修及重启并存的复杂局面：金能化学1套PDH装置存在停车预期，而辽宁金发 PDH计划重启，同时东明石化、滨华新材则计划恢复外销。这些动态表明，在终端需求疲软、行业利润 普遍承压的背景下，不同企业正依据自身成本与策略进行差异化决策。其净效应是市场可流通货源依然 充足，整体供应压力持续。 需 ...

Macro Overview - The National Development and Reform Commission has announced the early batch of "two heavy" projects and central budget investment plans for 2026, totaling approximately 295 billion yuan, with 220 billion yuan allocated for infrastructure projects [9][10] - The government is focusing on enhancing domestic demand, increasing investment in new productive forces, and promoting employment and income growth [10][11] Industry Insights Media - The gaming sector is identified as a significant application area for brain-computer interfaces (BCIs), with potential for growth as technology matures [30] - Companies like 37 Interactive Entertainment and Century Huatong are actively investing in BCI-related projects, indicating a trend towards integrating gaming with advanced technologies [30][32] Defense and Aerospace - The military industry index has seen a 9.24% increase, outperforming the broader market, with current PE-TTM at 78.44 times, indicating a relatively high valuation [34] - Recent geopolitical events, including U.S. military actions in Venezuela, are expected to impact the defense sector positively [34][35] Automotive - The automotive supply chain is well-positioned for the development of humanoid robots, leveraging existing technologies and manufacturing capabilities [39] - Companies like Tesla are leading in humanoid robot development, with significant advancements expected in 2026 [40][41] - The valuation of automotive companies is shifting towards a technology-driven model, reflecting their growing focus on AI and robotics [41][42] Chemical Industry - The company is projected to achieve a net profit of 96 to 110 million yuan in 2025, representing a year-on-year growth of 50.6% to 72.56% [53] - The domestic potassium carbonate market is expected to see improved profitability due to a favorable supply-demand balance [54] - The company is also investing in the production of PEEK, a high-performance polymer, which could enhance its growth potential [57] Retail and Consumer Services - The retail sector is experiencing significant growth, with companies like Hema and Sam's Club expanding rapidly [50][51] - The tourism sector showed strong performance during the New Year holiday, with a notable increase in domestic travel and spending [47][48]