Group 1 - The core point of the news is that Shentong Technology's stock price increased by 5.04% to 17.09 CNY per share, with a trading volume of 340 million CNY and a turnover rate of 4.87%, resulting in a total market capitalization of 7.388 billion CNY [1] - Shentong Technology Group Co., Ltd. is located in Yuyao City, Zhejiang Province, and was established on March 4, 2005. The company was listed on January 20, 2021, and its main business involves the research, production, and sales of non-metal automotive components and molds [1] - The revenue composition of Shentong Technology is as follows: 94.91% from automotive parts sales, 4.51% from mold sales, and 0.58% from other supplementary sources [1] Group 2 - From the perspective of major fund holdings, one fund under Bosera Fund has a significant position in Shentong Technology. The Bosera Value Selection Holding Period Mixed A Fund (009857) reduced its holdings by 381,500 shares in the third quarter, retaining 1.9131 million shares, which accounts for 6.56% of the fund's net value, making it the fifth-largest holding [2] - The Bosera Value Selection Holding Period Mixed A Fund was established on July 29, 2020, with a current scale of 470 million CNY. Year-to-date returns are 4.84%, ranking 1970 out of 8825 in its category; the one-year return is 71.39%, ranking 709 out of 8084; and since inception, the return is 7.7% [2] - The fund manager of Bosera Value Selection Holding Period Mixed A Fund is Guo Kangbin, who has been in the position for 3 years and 321 days. The total asset scale of the fund is 4.388 billion CNY, with the best return during his tenure being 37.45% and the worst being -42.45% [2]

Group 1 - The core viewpoint of the news is that Jin Hong Shun's stock has experienced a decline in price and trading activity, with a notable drop in revenue despite an increase in net profit [1][2] Group 2 - As of January 8, Jin Hong Shun's stock price was 18.85 CNY per share, with a market capitalization of 3.378 billion CNY [1] - The company has seen a year-to-date stock price decline of 9.20%, with a 6.13% drop over the last five trading days [1] - Jin Hong Shun's main business involves the development, production, and sales of automotive body and chassis stamping parts, contributing 90.35% to its revenue [1] Group 3 - For the period from January to September 2025, Jin Hong Shun reported operating revenue of 471 million CNY, a year-on-year decrease of 26.34%, while net profit attributable to shareholders increased by 200.89% to 15.7079 million CNY [2] - The company has distributed a total of 60.8 million CNY in dividends since its A-share listing, with 2.56 million CNY distributed in the last three years [3]

Group 1 - A new company, Shanghai Luoke Automotive Parts Co., Ltd., has been established with a registered capital of 10 million yuan [1] - The company's business scope includes retail of automotive parts and battery manufacturing [1] - The company is wholly owned by Shanghai Luoke Intelligent Technology Co., Ltd., which is an affiliate of Jishi Automotive [1]

2026 年 1 月 8 日 晨会速递 分析师点评 市场数据 总量研究 【宏观】债市开年如何破局？——《央行观察》系列第十三篇 此前债市担忧的三大利空已部分消化，实际影响低于市场预期。但考虑到政策脉冲向 上，经济和股市迎来"开门红"，可能对债市情绪构成持续打压。有利因素也不可忽 视，政府债供给期限对利率走势无强解释力，且除 500 亿元国债买入信号外，央行有 意愿也有能力呵护流动性。债市整体前景并不悲观，策略上当前应重视配置，交易性 机会需耐心等待。风险提示：流动性对冲不及预期导致资金面意外波动，重大项目开 工不及预期影响经济开门红，海外突发黑天鹅事件。 12 月综合季节性特征、票据利率走势等因素，预计新增贷款在 0.8~1 万亿左右，贷 款增速落在 6.3%附近。社融层面，政府债发行进入尾声，对社融增长贡献度下降， 年末信贷季节性放量、贷款核销加大等对社融读数支撑作用显现，社融增速或落于 8.3%一线。货币方面，年末财政开支强度加大对一般存款形成回补，M2 增速或稳中 有增；春节错位叠加较高基数影响，M1 增速预计相对一般。 | | A 股市场 | | | --- | --- | --- | | | 收盘 ...

1月8日早间，A股微幅震荡，主要股指涨跌互现，上证指数低开高走，深证成指、创业板指微幅飘绿、科创50、北证50小幅上涨。上涨个股多于下跌个 股，成交保持平稳。 | 代码 | 名称 | | 最新 | 涨幅 | | --- | --- | --- | --- | --- | | 399001 | 深证成指 | | 14003.09 | -0.20% | | 000001 | 上证指数 | D | 4089.45 | +0.09% | | 399006 | 创业板指 | | 3312.47 | -0.52% | | 000016 | 上证50 | | 3133.52 | -0.37% | | 000300 | 沪深300 | | 4753.96 | -0.48% | | 000688 | 科创50 | | 1468.93 | +1.77% | | 899050 | 北证50 | œ | 1508.34 | +0.81% | 盘面上，天津本地股、可控核聚变、产业互联网、航空装备等板块涨幅居前，金融股、一般零售、工程机械、饮料乳品等板块跌幅居前。 利好政策密集出台 天津本地股走强 早间，天津本地股集体高开高走，板块指数 ...

Group 1 - The core viewpoint of the news is that Nutaige's stock performance shows a decline, with a trading volume of 133 million yuan and a net financing outflow of 4.35 million yuan on January 7 [1] - As of January 7, Nutaige's total margin trading balance is 130 million yuan, which accounts for 3.29% of its market capitalization, indicating a high level compared to the past year [1] - The company specializes in the research, production, and sales of aluminum cast parts and plastic components for automotive suspension systems and interior/exterior trims, with the main revenue sources being suspension and shock absorption systems (59.11%) and power-related systems (22.91%) [1] Group 2 - As of December 20, the number of Nutaige's shareholders is 12,000, a decrease of 2.08%, while the average circulating shares per person increased by 2.12% to 10,786 shares [2] - For the period from January to September 2025, Nutaige achieved an operating income of 788 million yuan, representing a year-on-year growth of 12.07%, while the net profit attributable to shareholders decreased by 32.07% to 31.57 million yuan [2] Group 3 - Since its A-share listing, Nutaige has distributed a total of 55.99 million yuan in dividends, with 47.99 million yuan distributed over the past three years [3]

Group 1 - The core focus of the news is the launch of ZF's AI road perception software system during the 2026 CES, which aims to enhance vehicle safety, comfort, and personalization through advanced software and AI technology [1][2] - ZF's "Chassis 2.0" strategy is driving the digital transformation of chassis systems, integrating hardware advantages with advanced software and AI to create a foundation for software-defined vehicles [1][2] - The AI road perception system can adapt to various road conditions, including icy, unpaved, and mixed surfaces, by utilizing advanced sensors to adjust the chassis in real-time [2][3] Group 2 - The system features three scalable configurations: a basic version that identifies road types via CAN bus signals, a mid-tier version that includes camera data for predictive analysis, and a high-end version that integrates LiDAR technology for detailed terrain modeling [2] - The system automatically activates a "snow start" mode on slippery surfaces to prevent wheel spin, and it intelligently selects optimal driving strategies in off-road scenarios [3] - ZF emphasizes the importance of intelligent connectivity, rapid advancements in autonomous driving technology, and the growing role of software as a driving force for innovation in future mobility [3]

天眼查工商信息显示，近日，金华凌达汽车零部件有限公司成立，法定代表人为曹力，注册资本2500万 人民币，经营范围含汽车零部件及配件制造、汽车零部件研发、汽车零配件零售、电子元器件与机电组 件设备制造、电子元器件与机电组件设备销售、数据处理和存储支持服务、太阳能发电技术服务等。股 东信息显示，该公司由零跑汽车有限公司全资持股。 ...

天眼查工商信息显示，1月6日，金华凌达汽车零部件有限公司成立，法定代表人为曹力，注册资本2500 万人民币，经营范围含汽车零部件及配件制造、汽车零部件研发、汽车零配件零售、电子元器件与机电 组件设备制造、电子元器件与机电组件设备销售、数据处理和存储支持服务、太阳能发电技术服务等。 股东信息显示，该公司由零跑汽车有限公司全资持股。 ...

孔令烨累计任职时间3年158天，现任基金资产总规模25.77亿元，任职期间最佳基金回报80.18%， 任职 期间最差基金回报-0.72%。 数据显示，华泰柏瑞基金旗下1只基金重仓奥联电子。华泰柏瑞量化阿尔法A（005055）三季度持有股 数8.19万股，占基金净值比例为0.53%，位居第二大重仓股。根据测算，今日浮盈赚取约7.62万元。 华泰柏瑞量化阿尔法A（005055）成立日期2017年9月26日，最新规模2.03亿。今年以来收益0.9%，同 类排名7347/8825；近一年收益31.43%，同类排名3941/8084；成立以来收益78.44%。 华泰柏瑞量化阿尔法A（005055）基金经理为盛豪、孔令烨。 截至发稿，盛豪累计任职时间10年91天，现任基金资产总规模44.17亿元，任职期间最佳基金回报 131.21%， 任职期间最差基金回报-29.48%。 1月8日，奥联电子涨5.04%，截至发稿，报19.38元/股，成交1.45亿元，换手率4.48%，总市值33.16亿 元。 资料显示，南京奥联汽车电子电器股份有限公司位于江苏省南京市江宁区谷里街道东善桥工业集中区， 成立日期2001年6月21日，上市日 ...