制图:朱林(即梦AI生成) | 试验发展 | 应用研究 | 县础研究 | | --- | --- | --- | | 经费 | 经费 | 经营 | | 2024年 ■ 82.73% | =11.60% | =5.67% | | 2023年 ■87.00% | 7.50% | =5.60% | | 2022年 ■ 85.10% | 9.40% | =5.40% | | 2021年 ■ 84.20% | - 8.90% | =6.90% | | 2020年 ■ 84.90% | 9.20% | =5.90% - moreer | 全国与广东研究与实验发展(R&D) 经费投入情况对比(单位:亿元) 专国 广东 2024年 5099.61 36130 2023年 4802.62 33357.1 2022年 | 4411.9 30782.9 2021年 4002.18 27956.3 2020年 3479.88 24393.1 2019年 3098.49 22143.6 2018年 2704.7 19677.9 2017年 | 2343.63 17606.1 2016年 15676.7 2035.14 2024年广东R ...

2025年度业绩预增公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 北方导航控制技术股份有限公司 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600435 证券简称：北方导航 公告编号：临2026-002号 （二）业绩预告情况 经初步测算，公司预计2025年度实现归属于上市公司股东的净利润11,000万元至14,000万元，与上年同 期（法定披露数据）相比，预计增加5096.26万元到8096.26万元，同比增长86.32 %至137.14%。 预计公司2025年度实现归属于上市公司股东的扣除非经常性损益的净利润8,900万元至11,900万元，与上 年同期（法定披露数据）相比，预计增加4874.72 万元到7874.72 万元，同比增长121.10%到195.63%。 （三）公司本期业绩预告相关财务数据为公司初步测算数据，未经会计师事务所审计。 ● 二、上年同期经营业绩和财务状况 重要内容提示： ●经初步测算，北方导航控制技术股份有限公司（以下简称"公司"）预计2025年度实现归属于上市公司 股东的净利 ...

Group 1 - The core feature of the market at the beginning of 2026 is the continuous rise of the Shanghai Composite Index and the accelerated entry of leveraged funds [1] - As of January 6, 2026, the margin trading balance reached a historical high of 25,799 billion yuan, with a cumulative increase of over 392 billion yuan in the first two trading days of the year [1] - Among 31 industries, 28 experienced net financing inflows, with the electronics sector leading at a net inflow of 7.748 billion yuan [1] Group 2 - The increase in leveraged funds is driven by a strengthened "optimistic consensus," supported by breakthroughs in commercial aerospace and strong reform expectations for the "14th Five-Year Plan" [2] - The macro liquidity environment is loose, providing a solid foundation for the market, attracting incremental capital including leveraged funds [2] - Investors are focusing on sectors with clear growth potential, such as non-ferrous metals and electronics, reflecting a dual logic of certainty and growth [2] Group 3 - The inflow of leveraged funds is expected to enhance the market's structural characteristics, guiding capital towards high prosperity and high liquidity sectors [3] - As of January 6, the margin trading balance accounted for 2.53% of the A-share circulating market value, indicating a healthy level compared to historical peaks [3] - Despite the current manageable level of leverage, rapid increases in leveraged funds can amplify market volatility, prompting caution among investors [3]

市场情绪：20260107 市场情绪较为高涨，收盘时有 96 只股票涨停，有 7 只股票跌停。昨日涨停股票今日收盘收益为 1.51%，昨日跌停股票今日收盘 收益为-3.37%。今日封板率 64%，较前日下降 19%，连板率 24%，较前日 下降 18%。 市场资金流向：截至 20260106 两融余额为 25799 亿元，其中融资余额 25623 亿元，融券余额 176 亿元。两融余额占流通市值比重为 2.5%，两融 交易占市场成交额比重为 11.6%。 折溢价：20260106 当日 ETF 溢价较多的是中证 500 价值 ETF，ETF 折价 较多的是 G60 创新 ETF。近半年以来大宗交易日均成交金额达到 22 亿元， 20260106 当日大宗交易成交金额为 26 亿元，近半年以来平均折价率 6.69%，当日折价率为 9.26%。近一年以来上证 50、沪深 300、中证 500、 中证 1000 股指期货主力合约的年化贴水率中位数分别为 0.85%、3.79%、 11.15%、13.61%，当日上证 50 股指期货主力合约年化贴水率为 0.23%， 处于近一年来 60%分位点，当日沪深 300 股指 ...

Core Insights - The North Exchange 50 index increased by 0.22% to close at 1,496.28 points on January 7, 2026, with a trading volume of 275.48 billion yuan and a turnover rate of 4.09% [1][2] - The overall valuation of the North Exchange is at 47.70 times earnings, which is higher than the valuations of the ChiNext and STAR Market [1][8] - The sectors with the largest gains include Oil & Petrochemicals (+6.0%), Nonferrous Metals (+5.4%), and Communications (+1.6%), while the sectors with the largest declines include Computers (-2.2%), Defense & Military (-1.8%), and Pharmaceuticals & Biology (-1.5%) [1][2] Trading Performance - On January 7, 2026, the North Exchange had a total market capitalization of 903.09 billion yuan, with a circulating market value of 549.77 billion yuan [1] - The trading volume was 10.35 billion shares, indicating a recovery compared to the average daily trading volume of 19.40 billion yuan from the previous week [1][5] Stock Performance - Among the 287 listed companies, 95 saw an increase in stock price, while 187 experienced a decline. The top gainers included Jiaxian Co. (+25.68%), Huitong New Materials (+16.83%), and Jiuling Technology (+8.29%) [1][6] - The largest declines were observed in Jinhao Medical (-14.76%), Tianming Technology (-12.58%), and Guoyuan Technology (-11.59%) [1][7] Valuation Insights - The average price-to-earnings (P/E) ratio for North Exchange companies is 47.70 times, with the highest sector being Nonferrous Metals at 130.5 times, followed by Household Appliances at 90.9 times and Food & Beverage at 82.3 times [1][8] - The P/E ratios for STAR Market and ChiNext are 76.06 times and 45.01 times, respectively, indicating that the North Exchange maintains a higher valuation compared to these markets [1][9] Sector Analysis - The North Exchange shows a mixed performance across various sectors, with significant gains in Oil & Petrochemicals and Nonferrous Metals, while sectors like Computers and Pharmaceuticals are underperforming [1][10] - The distribution of listed companies across sectors indicates a diverse market presence, with a notable concentration in sectors such as Machinery and Chemicals [1][11]

天眼查信息显示，深圳市探真智能科技有限公司的股东为：田艺、梁家斌、张霄。 来源：市场资讯 1月5日，天眼查融资历程显示，深圳市探真智能科技有限公司近日获得"天使轮"融资，涉及融资金额千 万级人民币，投资机构为-。 资料显示，深圳市探真智能科技有限公司法定代表人为田艺，成立于2025年，位于深圳市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本30万人民币，并已于2026年完成了天 使轮，交易金额千万级人民币。 ...

1月7日，A股市场主要指数整体上涨。 截至收盘，上证指数收报4085.77点，上涨0.05%，深证成指收报14030.56点，上涨0.06%，创业板指收报3329.69点，上涨0.31%，北证50指数上涨0.22%， A股市场合计成交约2.88万亿元，已连续两个交易日超过2.8万亿元。 1.A股市场全天主力资金净流出471.98亿元 今日A股市场主力资金开盘净流出191.26亿元，尾盘净流入8.31亿元，A股市场全天主力资金净流出471.98亿元。 | | | 沪深两市近五日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | | 净流入金额 开盘净流入 尾盘净流入 超大单净买入 | | | 2026-1-7 | -471.98 | -191. 26 | 8. 31 | -213.68 | | 2026-1-6 | -176. 68 | -147.71 | 18. 05 | 33. 67 | | 2026-1-5 | -62.98 | -54. 18 | 17. 34 | 90. 80 | | 2025-12-31 | -270. 79 | - ...

1月7日，A股市场主要指数整体上涨。 截至收盘，上证指数收报4085.77点，上涨0.05%，深证成指收报14030.56点，上涨0.06%，创业板指收报3329.69点，上涨0.31%，北证 50指数上涨0.22%，A股市场合计成交约2.88万亿元，已连续两个交易日超过2.8万亿元。 今日A股市场主力资金开盘净流出191.26亿元，尾盘净流入8.31亿元，A股市场全天主力资金净流出471.98亿元。 | | | 沪深两市近五日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | | 尾盘净流入 超大单净买入 | | 2026-1-7 | -471.98 | -191. 26 | 8. 31 | -213.68 | | 2026-1-6 | -176. 68 | -147.71 | 18. 05 | 33. 67 | | 2026-1-5 | -62.98 | -54. 18 | 17. 34 | 90. 80 | | 2025-12-31 | -270. 79 | -129.42 | -36. 63 | -63.8 ...

Group 1 - The article emphasizes the rapid development of artificial intelligence (AI) technology, presenting extensive opportunities in the market [3] - Geely announced the evolution of its AI technology to version 2.0, introducing the G-ASD system for advanced driving assistance, showcasing a significant advancement in automotive AI capabilities [5] - AMD's CEO stated that the rise of AI has not slowed down hiring; instead, the company is prioritizing candidates with forward-thinking AI skills [6] Group 2 - Lenovo and NVIDIA announced a collaboration to launch a "Cloud AI Super Factory," aimed at accelerating enterprise-level AI development [7] - NVIDIA's CFO expressed an increasingly optimistic revenue outlook due to strong demand, with projections for data center chip revenue expected to exceed the previously estimated $500 billion by the end of 2026 [9] - Meta Platforms reported overwhelming demand for its Ray-Ban smart glasses, leading to a pause in international expansion plans to focus on fulfilling U.S. market orders [10] Group 3 - Microsoft partnered with a major Midwest power grid operator to modernize the electrical system, applying AI technology to enhance grid reliability and operational efficiency across 15 states and Manitoba, Canada [11]

证券之星消息，1月7日，深证国企ESG（970055）指数报收于1436.92点，跌0.32%，成交436.67亿元，换 手率1.69%。当日该指数成份股中，上涨的有19家，中钨高新以7.67%的涨幅领涨，下跌的有29家，云铝 股份以3.21%的跌幅领跌。 深证国企ESG（970055）指数十大成份股详情如下： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000657 | 中钨高新 | 3.04亿 | 8.61% | -6606.25万 | -1.87% | -2.38 Z- | -6.74% | | 000777 | 中核科技 | 1.59 乙 | 8.33% | -1106.21万 | -0.58% | -1.48亿 | -7.75% | | 000338 潍柴动力 | | 1.00亿 | 8.69% | -491.23万 | -0.43% | -9529.92万 | -8.26% | | 300457 | ...