MACD金叉信号形成，这些股涨势不错！ 责任编辑：石秀珍 SF183 2026年真是起个好头啊，假期发酵的脑机题材直接起飞，带飞了医药；存储又带飞了半导体。基本上算 全线起飞，尤其是港股，撑住了获利跑的资金，生物科技更是大涨4%，港股信息技术 ETF（159131） 大涨3.2%~ 港股信息技术 ETF（159131）是一只非常有特色且稀缺的ETF品种，也是目前全市场唯一一只跟踪中证 港股通信息技术综合指数的 ETF，其标的指数创新性地采用 "70% 硬件 + 30% 软件" 的配置结构，剔除 大市值互联网企业，聚焦 "半导体 + 电子 + 计算机软件" 三大核心领域。 从成分股构成看，该指数涵盖 42 家港股硬科技龙头，前十大权重股合计占比达 70.71%，龙头效应显 著，其中中芯国际以 20.48% 的权重稳居第一，华虹半导体、小米等芯片与电子制造龙头紧随其后，形 成 "国产替代核心 + 终端应用龙头" 的立体布局。港股信息技术 ETF（159131）不受 QDII 额度限制， 支持日内 T+0 交易。 2026年大家要重视港股行情，尤其是港股的稀缺资产，通过ETF投资港股应该是普通人最好的选择，没 有之 ...

Group 1 - The company issued a clarification regarding recent rumors that have caused market confusion, stating that its core business is progressing as planned without any abnormal situations affecting operations [2] - Reports indicated that OpenAI's first AI hardware product, initially planned to be manufactured by the company, has been shifted to Foxconn due to production location considerations, raising concerns about the company's competitiveness in the AI hardware sector [3] - The company emphasized its capabilities in high-end consumer electronics and smart terminal fields, highlighting its vertical integration of multiple component categories and a global production layout to provide stable and high-quality manufacturing support [4] Group 2 - The company has completed the acquisition of German company Leoni, aiming to enhance its global production capacity and target a position among the top ten global automotive parts suppliers [4] - The automotive segment focuses on core components such as wiring harnesses and connectors, with plans to expand into system-level products like smart cockpits and smart chassis [4] - The company reserves the right to pursue legal action against any individuals or entities spreading false information or damaging its reputation [4]

Group 1 - The first physical results of a neutrino experiment led by China have been released, indicating potential for significant future discoveries [1] - The world's first commercial supercritical carbon dioxide power generation unit has successfully commenced operations, highlighting the importance of technological innovation [1] - The emphasis on innovation-driven development is crucial for cultivating new economic momentum, as stated in the Central Economic Work Conference [1] Group 2 - The construction of international technology innovation centers in key regions such as Beijing, Shanghai, and the Guangdong-Hong Kong-Macao Greater Bay Area is aimed at enhancing high-quality development [2] - A neurosurgery robot developed in Tianjin showcases the integration of self-researched intelligent planning systems and laser radar technology [2] Group 3 - The establishment of the Beijing International Technology Innovation Center is facilitating local medical resource integration and application expansion for companies like Beitian Medical Technology [3] - The expansion of the three major centers is fostering collaboration and innovation, as seen in the development of sodium-ion battery technology by Zhejiang Sodium Innovation Energy Co., Ltd. [3] Group 4 - Shenzhen's electronic manufacturing companies, such as Jialichuang Technology Group, are leveraging advancements in circuit board technology to support emerging industries [4] - China is accelerating the construction of international technology innovation centers, with Shenzhen-Hong Kong-Guangzhou, Beijing, and Shanghai-Suzhou ranking among the top innovation clusters globally [4] Group 5 - The Central Economic Work Conference has proposed action plans for enhancing service industry capabilities and implementing high-quality development actions for key industrial chains [5] - The collaboration between Shandong Fangyin Intelligent Manufacturing Co., Ltd. and Inspur Digital Enterprise Technology Co., Ltd. is exemplifying the integration of digital systems in manufacturing [5] Group 6 - The manufacturing value added in the smart consumer device sector has increased by 7.6% in the first eleven months of 2025, indicating strong demand for AI products [6] - The role of private enterprises in national technological innovation is growing, with many participating in significant national projects [6] Group 7 - The development of new quality productivity is essential for high-quality growth, with regions like Gansu leveraging their resources to become key data center clusters [7] - Various provinces are focusing on cultivating strategic emerging industries, such as biomedicine and electronic information [7] Group 8 - Localities need to identify their roles within the national strategic layout to integrate into the national innovation network, emphasizing the importance of innovation-driven growth [8]

本报记者 谷业凯 工作人员在位于四川省稻城县的子午工程二 超临界二氧化碳发电机组。 中核集团中国核动力研究设计院供图(新华社发) 期进行设备运维。 新华社记者 江宏景摄 位于广东省东莞市的中国散裂中子源。 新华社记者 毛思倩摄 数据来源：科技部等 广东江门，地下700米深处，我国牵头的中微子实验装置发布首个物理成果。中国科学院院士王贻芳相 信："未来几十年，它会持续产出重大成果。" 贵州六盘水，全球首台商用超临界二氧化碳发电机组成功商运。在中核集团首席科学家黄彦平看 来："科技创新需要敢于突破的勇气。" 从基础研究到关键核心技术攻关，从场景牵引到应用赋能……中国经济动能更足、活力尽显。 习近平总书记强调："中国式现代化要靠科技现代化作支撑，实现高质量发展要靠科技创新培育新动 能。"2025年底举行的中央经济工作会议提出，"坚持创新驱动，加紧培育壮大新动能。" 培育壮大新动能，既是当下所需，也是未来所系。新年伊始，各地区各部门加快促进新动能集聚、新产 业壮大，因地制宜发展新质生产力，为高质量发展注入持久动力。 延伸产业链条，拓宽竞争赛道 扩围提质建设国际科技创新中心 京津冀、长三角、粤港澳大湾区，是引领全国高质 ...

Group 1 - The core focus of the company is to provide high-speed PCB research and design services, as well as PCB and PCBA research, prototyping, and small-batch manufacturing services [1] - The company aims to create a one-stop hardware innovation platform that includes PCB design, board manufacturing, component supply, PCBA welding assembly, and performance testing to meet diverse customer needs [1] - The company plans to continue deepening its main business, strategically planning market expansion, maintaining the reputation of the Yibo brand, and striving for effective value communication [1]

Group 1 - The core point of the article is that Dongshan Precision (002384) has reported a total of 81,673 shareholders as of December 31, 2025 [1]

Investment Rating - The report maintains a "Buy" rating for the company [3] Core Views - The company is expected to benefit significantly from the AI computing demand, with its comprehensive layout in copper, optical, thermal, and power management solutions [5][6] - The company's communication business is projected to grow robustly, with a revenue forecast of 183.6 billion yuan in 2024, reflecting a CAGR of 19.6% from 2022 to 2024 [5][22] - The company is well-positioned to capture growth opportunities in the AI sector, particularly in data centers, where demand for high-speed interconnects is increasing [6][11] Summary by Sections Communication Business Overview - The company has a strong technical foundation and a full-stack layout in the data center business, covering high-speed interconnects, thermal management, power management, and complete machine manufacturing [15] - The communication business revenue was 128.3 billion yuan in 2022, with a significant increase attributed to the consolidation of Huiju Technology [22] Copper Interconnect - The demand for high-speed copper cables and connectors is expected to grow, driven by increasing bandwidth requirements from platforms like NVIDIA's NVLink [25] - The company has developed advanced copper cable solutions, including 224G and 448G products, which are in mass production and pre-research stages with major clients [47][48] Optical Interconnect - The company has a complete product line for optical modules and is actively advancing LPO/CPO technologies, which are expected to drive growth in the optical interconnect market [57] - The demand for optical modules is projected to increase significantly, with the market for 800G and 1.6T modules expected to reach 166 billion and 248 billion USD by 2026 and 2027, respectively [61] Thermal Management - The company has launched a complete set of liquid cooling solutions, with products already in mass production, and is exploring advanced technologies like microchannel cooling [10][11] Power Management - The company has achieved comprehensive power management solutions for intelligent computing centers, with products including cabinet power supplies and modular power supplies entering large-scale production [17]

Group 1 - The company plans to issue convertible bonds to raise 1.2 billion yuan for new energy intelligent manufacturing projects and to supplement working capital, aiming to enhance its technological capabilities and industry scale [1] - The project is expected to achieve an annual production capacity of approximately 45 million new flexible electrical connection components upon completion [1] - The company aims to strengthen its partnerships with well-known domestic and international manufacturers in the new energy vehicle and energy storage sectors, enhancing customer loyalty and market competitiveness [1] Group 2 - The embodied intelligence market is projected to exceed 1 trillion yuan by 2035, with significant applications in various sectors, driving technological breakthroughs and new production models [2] - The company plans to expand its production capacity to meet the growing order demands from diverse sectors, including low-altitude economy and embodied intelligence [2] - There is an increasing demand for lightweight, high-reliability, and customized flexible printed circuits (FPC) in emerging fields, with the company developing solutions for bionic robots and electric vertical takeoff and landing (eVTOL) aircraft [2] Group 3 - The company is innovating its production line to meet both large-scale delivery requirements and the diverse, small-batch, high-complexity R&D needs of cutting-edge clients [3] - The company has been recognized as a provincial manufacturing champion in Guangdong for its core product, the cell connection component (CCS) [3] Group 4 - The company is optimizing its industrial layout by localizing the front-end manufacturing of FPC and integrating it with existing back-end processes to enhance supply chain efficiency [4] - The company has mastered the "roll-to-roll" continuous production process, capable of producing 2.5-meter ultra-long FPCs, improving product consistency and production efficiency [4] - The company will continue to invest in R&D and deepen industry-academia collaboration to empower global green transformation with competitive products and solutions [4]

Group 1 - The core product of the company, strong-resistant special films, is primarily used in the automated production processes of flexible printed circuit boards (FPCs) and printed circuit boards (PCBs) [2] - The production process of flexible circuit boards is complex and occurs in diverse environments, including high-temperature and high-humidity conditions for physical processing, as well as strong acid and alkali environments for chemical processing [2] - The company emphasizes the role of its products in protecting, pulling, carrying, and fixing circuit boards during the manufacturing process [2]

Group 1 - The company has shipped products related to its 1.6T optical module and is currently developing 3.2T products with clients [2] - Specific client information cannot be disclosed due to commercial confidentiality reasons [2]