Market Overview - The Shanghai Composite Index rose by 0.29%, the Shenzhen Component increased by 0.35%, and the ChiNext Index gained 0.41% during the early trading session [1]. Sector Performance - The photolithography concept stocks surged, with Guofeng New Materials achieving two consecutive trading limits in three days, while Nanda Optoelectronics and Tongcheng New Materials also hit trading limits [2]. - The controlled nuclear fusion concept showed strong activity, with Wangzi New Materials achieving three trading limits in four days, and China First Heavy Industries, China Nuclear Engineering, and China National Machinery Industry Corporation hitting trading limits [2]. - The brain-computer interface concept continued its strong performance, with Innovation Medical and Nanjing Panda both achieving three consecutive trading limits [2]. - Semiconductor equipment stocks were notably active, with Zhongwei Company and Northern Huachuang reaching historical highs [2]. - Power grid equipment stocks showed resilience, with Sanbian Technology and China Xidian hitting trading limits [2]. Declining Stocks - Oil and gas stocks underperformed, with China National Offshore Oil Corporation experiencing a decline [3]. Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.84 trillion yuan, an increase of 53.8 billion yuan compared to the previous trading day [3]. Individual Stock Highlights - Zhongji Xuchuang had a trading volume exceeding 12.6 billion yuan, leading the market, followed by Aerospace Development, Goldwind Technology, and Blue Ocean Media with significant trading volumes [4].

【午评：沪指涨0.29%逼近4100点 两市半日成交1.84万亿】智通财经1月7日电，早盘沪指震荡拉升，创 业板指冲高回落。沪深两市半日成交额1.84万亿，较上个交易日放量538亿。盘面上热点快速轮动，光 刻胶概念爆发，国风新材3天2板，南大光电、彤程新材等多股涨停。可控核聚变概念表现活跃，王子新 材4天3板，中国一重、中国核建、国机重装涨停。脑机接口概念延续强势，创新医疗、南京熊猫双双3 连板。半导体设备股反复活跃，中微公司、北方华创大涨续创历史新高。电网设备股震荡走强，三变科 技、中国西电涨停。下跌方面，油气股表现较弱，中国海油下挫。截至收盘，沪指涨0.29%，深成指涨 0.35%，创业板指涨0.41%。 转自：智通财经 ...

Market Overview - The A-share market opened high on January 7, with the Shanghai Composite Index rising by 0.29% to 4095.54 points, the Shenzhen Component Index up by 0.35% to 14071.35 points, and the ChiNext Index increasing by 0.41% to 3332.74 points, marking a four-year high [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.84 trillion yuan, an increase of 53.8 billion yuan compared to the previous trading day [1] Sector Performance - The photolithography concept stocks surged, with Guofeng New Materials hitting the limit up for two consecutive days, and several other stocks like Nanda Optoelectronics and Tongcheng New Materials also reaching the limit up [1] - The controllable nuclear fusion concept showed strong performance, with stocks like Wangzi New Materials and China First Heavy Industries hitting the limit up [1] - The brain-computer interface concept continued its strong trend, with stocks such as Innovation Medical and Nanjing Panda achieving three consecutive limit ups [1] - Semiconductor equipment stocks were actively traded, with stocks like Chip Source Microelectronics and Hengkun New Materials hitting the limit up by 20% [1] - The electric grid equipment sector showed strength, with Sanbian Technology and China West Electric reaching the limit up [1] - In contrast, oil and gas stocks performed poorly, with China National Offshore Oil Corporation experiencing a decline [1] Hot Sectors - The storage chip concept was strong, with stocks like Yingxin Development achieving two consecutive limit ups, and others like Puran Shares and Jiangbolong also rising [2] - The nickel concept stocks saw a rally, with stocks like Greeenmei hitting the limit up, supported by a significant increase in nickel prices [3] - The controllable nuclear fusion concept stocks rose, with breakthroughs in experimental methods reported, indicating long-term growth potential for the industry [4] Institutional Insights - Huaxi Securities noted that the spring market rally has started early, maintaining a bullish outlook, and suggested focusing on emerging growth sectors and anti-involution opportunities [5] - Shenwan Hongyuan Securities emphasized that the spring market structure remains unchanged, with high elasticity in thematic opportunities, particularly in AI and cyclical sectors [5] - Dongfang Securities indicated that the Shanghai Composite Index is approaching the 4100-point mark, predicting a slowdown in upward momentum and potential volatility [6]

盘面上热点快速轮动， 光刻胶概念爆发， 国风新材3天2板，南大光电、彤程新材等多股涨停。可控核聚变概念表现活跃，王子新材4天3 板，中国一重、中国核建、国机重装涨停。脑机接口概念延续强势，创新医疗、南京熊猫双双3连板。 半导体设备股反复活跃， 中微公 司、北方华创大涨续创历史新高。电网设备股震荡走强，三变科技、中国西电涨停。 下跌方面，油气股表现较弱，中国海油下挫。截至收盘，沪指涨0.29%，深成指涨0.35%，创业板指涨0.41%。 下载财联社APP获取更多资讯 准确 快速 权威 专业 今日早盘， 沪指震荡拉升 逼近4100点， 创业板指冲高回落。沪深两市半日成交额1.84万亿，较上个交易日放量538亿。 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...

凤凰网财经讯 1月7日，早盘沪指震荡拉升，创业板指冲高回落。截至午间收盘，沪指涨0.29%，深成指 涨0.35%，创业板指涨0.41%。沪深两市半日成交额1.84万亿，较上个交易日放量538亿。 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 涨幅% | | 涨跌 | 息手 | 现手 | 金额 | | 上证指数 | 4095.54 | 0.29 | 11.87 | 1168/1088 | -0.04 4.32 乙 | 3.01万 7617.22亿 | | | 深证成指 | 14071.35 | 0.35 | 48.80 | 1234/1610 | -0.05 5.92 7. | 1619 1.07万亿 | | | 北证50 | 1506.61 | 0.91 | 13.57 | 153/121 | 0.01 682万 | 1324 186.83 Z | | | 创业板指 | 3332.74 | 0.41 | 13.45 | 635/732 | -0.08 1.79 7. | 16 ...

A股开盘，沪指平开，深证成指高开0.28%，创业板指高开0.36%。盘面上，存储芯片涨价潮持续，闪迪 隔夜暴涨超27%，存储芯片板块高开，普冉股份20cm涨停，江波龙、香农芯创涨超11%；脑机接口、稀 土永磁概念盘初活跃。国际油价大跌，油气股集体低开。 ...

www.ccxi.com.cn 国际宏观资讯双周报 12 月 23 日–1 月 5 日 ➢ 2026 年第 1 期 本周资讯一览 热点评论 ➢ 中国斡旋促成泰国与柬埔寨达成停火协议 柬埔寨 18 名被俘士兵获释 经济 财政 政治 国际收支 ESG 主权信用 ➢ 惠誉将乌克兰主权信用等级由"部分违约"上调至 CCC 主权与国际评级部 | 杜凌轩 | | 010-66428877-279 | | --- | --- | --- | | | | lxdu@ccxi.com.cn | | 王家璐 | | 010-66428877-451 | | | | jlwang@ccxi.com.cn | | 于 | 嘉 | 010-66428877-242 | | | | jyu@ccxi.com.cn | | 张晶鑫 | | 010-66428877-243 | | | | jxzhang@ccxi.com.cn | | 易 成 | | 010-66428877-218 | | | | chyi@ccxi.com.cn | | 杨雨茜 | | 010-66428877-667 | | | | yxyang@ccxi.com. ...

Group 1 - The domestic refined oil prices will not be adjusted on January 6, 2026, due to insufficient price change of less than 50 yuan per ton compared to the previous period [1] - The average price for the first ten working days of January 2026 was compared to the average price for the first ten working days before December 22, 2025, indicating stability in the market [1] - Major oil companies such as PetroChina, Sinopec, and CNOOC are required to ensure stable supply and adhere to national pricing policies, with local authorities increasing market supervision [1] Group 2 - The National Development and Reform Commission is involved in the management of oil prices and market supervision [2] - A call for high-quality Chinese suppliers in various energy sectors is being made, focusing on companies with strong product quality, good reputation, innovation capabilities, and internationalization [3] - The initiative aims to enhance cooperation between Chinese suppliers and Arab countries in sectors like solar, wind, and energy storage [3]

Group 1 - The core viewpoint of the article highlights that the oil ETF (561360) has seen a net inflow for five consecutive days, with rising geopolitical risks potentially supporting oil prices [1] - China is one of the main buyers of Venezuelan oil, with over 70% of Venezuela's oil exports directed to China, accounting for approximately 7% of China's total imports [1] - The recent U.S. attack on Venezuela may lead to a short-term supply gap in domestic heavy oil, which could result in a decline in refinery operating rates and an expected decrease in supply, potentially driving up prices for diesel and asphalt [1] Group 2 - The oil ETF (561360) tracks the oil and gas industry index (H30198), which selects listed company securities involved in oil and gas exploration, extraction, processing, and related services to reflect the overall performance of the oil and gas sector [1]

Core Viewpoint - The integration of artificial intelligence (AI) and energy is a strategic approach to ensure energy security, promote green transformation, and cultivate new productive forces in China, especially under the "dual carbon" goals and the construction of a new energy system [1]. Policy Guidance - Since the 18th National Congress, significant achievements have been made in China's energy sector, but the challenges of ensuring safety, promoting transformation, and improving efficiency remain daunting. By 2025, China's total electricity consumption is expected to exceed 10 trillion kilowatt-hours, with an additional 370 million kilowatts of wind and solar power generation capacity [1]. - The National Development and Reform Commission and the National Energy Administration issued implementation opinions in September 2025 to outline a "timeline" and "roadmap" for the deep integration of AI and energy [1]. Practical Applications - AI empowerment spans the entire energy supply chain, significantly improving safety and efficiency. For instance, AI inspection systems in coal mining have increased safety hazard identification efficiency, reducing underground personnel by 25%. In thermal power generation, intelligent scheduling systems can reduce coal consumption by 0.8 grams per kilowatt-hour, leading to substantial CO2 emissions reductions [2]. - In Inner Mongolia, AI models have enhanced the utilization of renewable energy, addressing the issue of green electricity being generated but not transmitted effectively. The digital twin grid in Shenzhen has minimized fault repair times through virtual mapping and intelligent warnings [2]. Competitive Advantage - China's energy intelligent transformation possesses unique competitive advantages, with over 80% of international oil and gas companies already investing in energy digitalization. The country has a vast energy market and diverse application scenarios, with the AI industry expected to exceed 7 trillion yuan by 2024 [3][4]. Challenges and Solutions - Despite initial successes, the integration of AI and energy faces multiple challenges, including the "black box" nature of large models affecting reliability in critical areas, data sharing difficulties due to inconsistent standards, and a shortage of talent proficient in both energy systems and AI algorithms [4]. - Addressing these issues requires collaboration among policies, enterprises, and research institutions to innovate mechanisms and break down barriers [4]. Future Outlook - The integration of AI and energy is not just a technological application but a crucial indicator of the core competitiveness of the energy industry. It transforms wind and solar power from being unpredictable to controllable and shifts the grid from passive to proactive management [5].