| 板块名称 | | 涨跌幅(%) 板块资金流向 | 净流出最大 | | --- | --- | --- | --- | | 汽车零部件 | -0.27 | -48.87亿元 | 新泉股份 | | 软件开发 | -0.38 | -42.25亿元 | 星环科技-U | | 互联网服务 | -0.53 | -39.36亿元 | 岩山科技 | | 航天航空 | -0.62 | -24.43亿元 | 光启技术 | | 证券 | -0.41 | -22.64亿元 | 华林证券 | | 计算机设备 | -0.09 | -19.86亿元 | 淳中科技 | | 通信服务 | -0.51 | -18.12亿元 | 梦网科技 | | --- | --- | --- | --- | | 消费电子 | 0.15 | -17.99亿元 | 领益智造 | | 化学制品 | 1.03 | -16.95亿元 | 高盟新材 | | 风电设备 | -0.24 | -16.75亿元 | 明阳智能 | | *数据仅供参考，不构成投资建议 | | | | 据交易所数据显示，截至1月7日午间收盘，大盘主力资金净流出341.52亿元。主力资金流出前十大板 ...

隆基机械（002363.SZ）1月7日在投资者互动平台表示，公司研发、生产和销售的汽车制动盘、制动鼓 等制动部件产品可用于无人驾驶车辆；公司是国内各大新能源汽车厂的主要供应商，鉴于保密协议，具 体厂家不便对外透露。 （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：公司产品有提供给哪些新能源车厂家，是否可用于无 人驾驶车辆上？ ...

正处于第五次停牌核查期间的天普股份（605255），在董事会换届前夕，收到了监管开出的警示函。 1月5日晚间，天普股份及时任董事(代行董事长)沈伟益、董秘吴萍燕，因利用子公司经营范围炒作"人工智能"热点概念，引发市场猜测和股价异动后未及 时进行针对性说明澄清与风险提示，信息披露不准确、不完整，被上交所予以监管警示。 被监管质疑明知故犯 2025年12月29日、12月30日，天普股份股价连续两个交易日涨停，并于12月29日触及异常波动标准；12月30日、12月31日，天普股份分别披露股票交易异 常波动、股票停牌核查相关公告，均声称"截至目前，公司无开展人工智能相关业务的计划，不存在应披露而未披露的重大信息"。 那么，是什么引起的两个涨停板呢？经查明，天普股份于2025年12月26日完成全资子公司杭州天普欣才科技有限公司(以下简称"天普欣才")的工商设立登 记手续。据工商登记信息，天普欣才主要经营范围涵盖集成电路芯片设计及服务、人工智能理论与算法软件开发、人工智能行业应用系统集成服务及集成 电路芯片及产品销售等。 上述监管措施一经发布，让这只本就饱受争议的16倍"大牛股"，再度置身于舆论的风口浪尖。 此后，天普股 ...

Core Viewpoint - Neusoft Ruichi and Schaeffler have signed a strategic cooperation framework agreement focusing on software-defined vehicles (SDV), aiming to integrate Neusoft's software platform technology with Schaeffler's hardware ecosystem to create competitive integrated controller products and services for automotive companies globally [1][2]. Group 1: Strategic Cooperation - The cooperation is based on a strong consensus regarding SDV technology and platform development, following multiple phases of technical validation and collaborative engineering practices [2]. - The partnership will focus on joint R&D of foundational software, middleware, and AI software development platforms, aiming to build a mature SDV software platform for automotive companies [2][5]. - Both companies will deepen collaboration in exploring cutting-edge technologies, innovative application scenarios, and iterating business models to expand market opportunities in the global automotive industry [2]. Group 2: Technological and Product Synergy - Schaeffler has a complete product ecosystem and hardware strength in centralized vehicle electrical architecture and SDV, including core products like functional domain controllers and central controllers [5]. - Neusoft Ruichi possesses mature innovation capabilities in vehicle software platforms, which will enhance the deep collaboration between software and hardware to meet local customer needs in delivery cycles, cost control, and service response [5]. - The collaboration aims to establish a new ecological synergy model that is deeply rooted in the Chinese market while promoting Chinese solutions globally [5]. Group 3: Future Outlook - The partnership will continue to innovate in intelligent automotive software platforms and systems, promoting the large-scale implementation of SDV solutions across various products and application scenarios [5]. - Both companies will explore technological breakthroughs and application scenarios in frontier areas such as digital twins, artificial intelligence, and AI-defined vehicles, contributing to the automotive industry's transition towards smarter, more efficient, and sustainable development [5].

| 风电设备 | -0.87 | -16.24亿元 | 明阳智能 | | --- | --- | --- | --- | | 通信服务 | -1.09 | -15.89亿元 | 梦网科技 | | 化学制品 | 0.26 | -13.81亿元 | 高盟新材 | | 光学光电子 | -0.44 | -13.62亿元 | 福晶科技 | 据交易所数据显示，截至1月7日开盘一小时，大盘主力资金净流出362.34亿元。主力资金流出前十大板块分别为： 汽车零部件（-39.24亿元）、 软件开发 （-36.44亿元）、互联网服务（-35.39亿元）、航天航空（-25.96亿元）、 证券（-19.91亿元）、计算机设备（-17.17亿元）、 风电设备（-16.24亿元）、 通 信服务（-15.89亿元）、化学制品（-13.81亿元）、 光学光电子（-13.62亿元）。 *数据仅供参考，不构成投资建议 ...

1 月 4 日，武汉经开区与汽车零部件龙头企业地通工业控股集团股份有限公司（下称 "地通工业"）正式签署合作协议。根据协议，地通工业将斥资在武汉经开区打造汽车零部件 生产及研发基地，重点布局新能源汽车轻量化车身与底盘核心零部件产能，为区域汽车产业 转型升级注入新动能。 作为国内乘用车零部件配套领域的标杆企业，地通工业深耕汽车车身及底盘零部件冲压 焊接、汽车冲压模具研发制造等核心业务，具备雄厚的研发实力与完善的供应链体系。目 前，公司已在全国布局12 大生产基地、4 大技术中心，是吉利集团、一汽集团、比亚迪、北 汽福田等多家国内外知名整车制造企业的核心供应商，在乘用车零部件配套及模具开发领域 竞争力突出。 这一 "地通速度" 的背后，是 "车谷服务" 的强力支撑。据悉，地通武汉基地项目自接洽 以来推进迅速，2025 年 10 月完成项目公司注册，11 月实现设备进场，12 月顺利达成小批 量交付，充分体现了 "地通效率" 与 "车谷服务" 的深度融合。 "我们园区开发的招商数字化平台，整合了土地、厂房、配套等各类资源要素，企业可 以通过平台快速匹配到合适的载体。" 武汉经开区智能网联和电动汽车产业园相关负责人介 ...

Group 1 - The core viewpoint of the news is that Chengfei Integration's stock has experienced a decline in recent trading sessions, with a notable drop of 19.02% over the past 60 days, reflecting a challenging market environment for the company [1] - As of January 7, Chengfei Integration's stock price was 37.43 yuan per share, with a total market capitalization of 13.43 billion yuan [1] - The company reported a net outflow of 10.24 million yuan in principal funds, indicating a lack of investor confidence [1] Group 2 - For the fiscal year ending December 31, Chengfei Integration achieved a revenue of 1.492 billion yuan, a year-on-year decrease of 4.67%, and a net profit attributable to shareholders of -34.51 million yuan, down 34.16% year-on-year [2] - The company has distributed a total of 339 million yuan in dividends since its A-share listing, with 22.24 million yuan distributed over the past three years [3] - As of September 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 4.0075 million shares, an increase of 1.3825 million shares from the previous period [3]

Group 1 - The A-share market showed a strong upward trend on Tuesday, with sectors such as insurance, securities, non-ferrous metals, and automotive parts performing well, while beauty care, light industry, electric machinery, and banking sectors lagged behind [1] - Key factors supporting the market's positive performance include the increasing attractiveness of RMB assets, expectations for early-year credit issuance, and subsequent policies, along with a positive shift in corporate profit structures driven by advanced manufacturing and overseas enterprises [1] - The domestic monetary policy is expected to maintain a stance of "moderate easing," while the market anticipates that the Federal Reserve will continue its rate-cutting cycle into 2026, contributing to a more accommodative global liquidity environment [1] Group 2 - The A-share market continued to rise on Tuesday, with the Shanghai Composite Index breaking through previous highs, led by sectors such as non-ferrous metals, large financials, chemicals, commercial aerospace, and intelligent driving, while computing hardware lagged [2] - The market is experiencing a trend of volume and price increase, establishing a bullish sentiment, and investors are encouraged to increase their risk appetite to seize thematic investment opportunities during the "spring rally" [2] - The ongoing resilience of the overseas economy, likely continued dollar liquidity easing, and the domestic policy of "dual easing" are expected to sustain the bullish trend in the A-share market [2]

全柴动力所属申万行业为：汽车-汽车零部件-底盘与发动机系统。所属概念板块包括：乡村振兴、中俄 贸易概念、农机、储能、小盘等。 截至9月30日，全柴动力股东户数4.30万，较上期增加7.33%；人均流通股10124股，较上期减少6.83%。 2025年1月-9月，全柴动力实现营业收入33.31亿元，同比增长9.43%；归母净利润6939.58万元，同比增 长11.48%。 分红方面，全柴动力A股上市后累计派现5.11亿元。近三年，累计派现9147.60万元。 1月7日，全柴动力盘中下跌2.09%，截至10:24，报10.31元/股，成交8016.69万元，换手率1.77%，总市 值44.91亿元。 资金流向方面，主力资金净流出1551.60万元，特大单买入0.00元，占比0.00%，卖出931.32万元，占比 11.62%；大单买入1495.38万元，占比18.65%，卖出2115.66万元，占比26.39%。 全柴动力今年以来股价涨0.29%，近5个交易日跌2.83%，近20日跌10.81%，近60日涨11.46%。 资料显示，安徽全柴动力股份有限公司位于安徽省全椒县襄河镇吴敬梓路788号，成立日期1998年 ...

Core Viewpoint - Huayu Automotive's stock price has shown a slight increase of 1.65% year-to-date, with recent trading activity indicating a mixed performance in terms of buying and selling pressure [2]. Group 1: Stock Performance - On January 7, Huayu Automotive's stock fell by 2.02%, trading at 20.33 CNY per share with a total transaction volume of 1.27 billion CNY and a market capitalization of 640.95 billion CNY [1]. - The stock has increased by 2.37% over the last five trading days, 2.94% over the last twenty days, and 1.30% over the last sixty days [2]. Group 2: Financial Performance - For the period from January to September 2025, Huayu Automotive reported a revenue of 130.85 billion CNY, representing a year-on-year growth of 9.51%, while the net profit attributable to shareholders was 4.688 billion CNY, up by 4.79% [2]. - The company has distributed a total of 33.773 billion CNY in dividends since its A-share listing, with 7.661 billion CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of Huayu Automotive's shareholders increased by 10.62% to 61,500, while the average circulating shares per person decreased by 9.60% to 51,287 shares [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 164 million shares, an increase of 24.7921 million shares from the previous period [3].