证券日报网讯 1月5日，新广益在互动平台回答投资者提问时表示，公司产品在芯片领域暂时未形成收 入。 （文章来源：证券日报） ...

Summary of Key Points Core Viewpoint The Hong Kong IPO market saw significant activity in the past week, with 29 companies submitting listing applications, highlighting a robust interest in public offerings despite varying performance metrics among the companies involved [3][4]. Group 1: IPO Applications and Hearings - A total of 29 companies submitted IPO applications during the week of December 29, 2025, to January 4, 2026, including notable firms like BlueFocus (蓝色光标) and Stone Technology (石头科技) [3][4]. - Only one company, Longqi Technology (龙旗科技), successfully passed the Hong Kong Stock Exchange hearing [3][4]. - Ten companies initiated their IPO processes, including Jinxun Resources (金浔资源) and Ruibo Biotechnology (瑞博生物) [3][4]. Group 2: Companies Successfully Listed - Seven companies officially listed on the Hong Kong Stock Exchange, including Woan Robotics (卧安机器人) and Linqingxuan (林清轩) [3][4]. - Linqingxuan's stock opened at HKD 85, reflecting a 9.3% increase on its first trading day [22]. - Woan Robotics opened at HKD 73.8 and closed at HKD 73.85, showing slight movement on its debut [20]. Group 3: Company Performance Metrics - Tianjiu Qifu (天九企服) reported a revenue of RMB 725 million for the first half of 2025, a decrease of 37.9% year-on-year, while net profit surged by 241.3% to RMB 2.508 billion [10]. - Stone Technology (石头科技) achieved a revenue of RMB 12.055 billion for the first nine months of 2025, marking a 72.3% increase, although net profit fell by 29.5% to RMB 1.038 billion [11]. - Longqi Technology (龙旗科技) recorded a revenue of RMB 31.332 billion for the first nine months of 2025, down 10.3%, with a net profit of RMB 507 million, up 17.7% [12]. Group 4: Upcoming IPOs and Market Activity - Red Star Cold Chain (红星冷链) initiated its IPO process on December 31, 2025, planning to issue 23.263 million shares at an expected price of HKD 12.26 per share [13][14]. - Zhaoyi Innovation (兆易创新) also started its IPO on December 31, 2025, with plans to issue 28.916 million shares at a price range of HKD 132-162 [17][18]. - A-share companies like Zhejiang Rongtai (浙江荣泰) and Juchen Co. (聚辰股份) announced preparations for their IPOs in Hong Kong [22].

瑞财经 吴文婷近日，上海燧原科技股份有限公司(以下简称 "燧原科技") 披露IPO辅导工作完成报告。 当前，辅导对象对本次募集资金投资计划已进行了充分的研究，确定了本次首次公开发行股票并上市募 集资金投资项目的具体用途和规模。 公开资料显示，燧原科技成立于2018年3月，与摩尔线程、沐曦股份、壁仞科技合称为"国产GPU四小 龙"。 据了解，燧原科技于2025年11月1日启动IPO，辅导机构为中信证券股份有限公司。 辅导报告中指出，辅导期开始时，公司募集资金投资项目的投向方案尚未最终确定。辅导小组结合行业 发展情况及未来发展，督促公司积极推进募投项目的各项工作，包括可行性报告论证工作、各项审批流 程办理等，确保募集资金投资项目顺利开展，能够符合公司未来发展需求。 燧原科技专注于人工智能云端算力产品，包括芯片、板卡、智算一体机、液冷算力集群以及配套的软件 系统，为多个行业提供算力支撑。 ...

近期，证监会官网披露，上海思朗科技股份有限公司(简称"思朗科技")在上海证监局办理IPO辅导备案 登记，辅导机构为国泰海通证券。 资料显示，思朗科技成立于2016年，团队脱胎于中国科学院自动化研究所，致力于国产高性能算力芯片 的设计和应用，为科学智能(AI for Science)提供自主可控的算力基础设施和行业高质量科学数据集。公 司拥有万亿次代数运算微处理器MaPU(代数运算处理器)的完整自主知识产权。 公司创始人兼首席科学家王东琳为MaPU架构发明者，曾任中国科学院自动化所所长、国家专用集成电 路设计工程技术研究中心主任。 超算(中心)，是基于超级计算机或者大规模计算集群的数据中心，过往主要基于"CPU+GPU"芯片来提 供大规模计算、存储和网络服务等功能，主要应用于全球气候模拟、新药分子动力学、新材料研发等。 "'超算'对应的科学智能领域的核心在于实现AI与物理、化学、生物等科学研究领域的深度融合，让AI 不仅能够高效分析数据，更能自主发现规律，甚至独立开展科学探索，将人类从海量试错的传统科研模 式中解放出来。基于海量的计算要求，'超算'对于芯片性能的要求不亚于甚至高于'智算'。"思朗科技相 关负责人 ...

"国产GPU四小龙"终于要齐聚资本市场。 继摩尔线程、沐曦股份、壁仞科技先后上市后，上海天数智芯半导体股份有限公司（下称"天数智芯"） 终于也要开启自己的资本首秀。 1月8日，天数智芯将以"9903"为股票代码在港交所挂牌上市。 以每股144.6港元的发行价计算，天数智芯此次募资额约为35亿港元，IPO市值将达354亿港元。 与其他"国产GPU四小龙"相比，天数智芯身上的特色明显。 它是这支队伍中资历最深的"老兵"，却也是行路最难的"探路者"。 成立于2015年的天数智芯，比摩尔线程等"后浪"早出发了近半个周期。但这十年的光景里，它并未享受 到先发者的安稳，反而拿了一份充满戏剧性的剧本：手握"首家实现训练通用GPU芯片量产"等技术的 桂冠，却同时也背负着创始人出走、两次换帅、战略反复摇摆的沉重注脚。 如今，天数智芯已演变为一家由财务投资人与职业经理人共治的企业，股权中不乏有大钲资本、红杉等 知名投资者。 在AI大模型市场的需求刺激下，2024年天数智芯的收入达到5.4亿元，同比增长了超8成。 随着此次登陆港股市场，天数智芯能否继续乘风而上，正受到关注。 摇摆的路线 天数智芯迄今已走过近10年的光景，头顶多个光 ...

新年首个交易日A股开门红，各主要股指全线高开高走，深成成指创近4年新高，上证指数突破4000 点，科创50站上1400点。超4200只个股上涨，市场成交2.57万亿元，创近3个月新高。 消息面，近日，马斯克在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始大规模生产脑机接 口设备，并转向更加精简和几乎完全自动化的外科手术流程。希望能够在2028年实现"全脑脑机接口计 划"。 光大证券表示，脑机接口行业进入"政策—研发—应用"闭环，商业化路径逐渐清晰，近百亿美元的蓝海 市场加速开启。 芯片概念股也全线走强，存储芯片方向最为活跃，板块指数高开高走，单边上扬涨逾4%，创历史新 高。恒烁股份、普冉股份、西测测试等多股临近尾盘20%涨停，雷科防务、兆易创新、东方中科等亦批 量涨停。 盘面上，人脑工程、存储芯片、航天装备、人工智能等板块涨幅居前，油气开采、海南自贸、酒店餐 饮、电机制造等板块跌幅居前。 Wind实时监测数据显示，电子行业获得逾370亿元主力资金净流入，医药生物、电力设备、计算机、机 械设备也均获得超百亿元净流入，传媒获得逾91亿元净流入，非银金融、基础化工都获得超50亿元净流 入。商贸零 ...

盘面上，马斯克计划2026年大规模量产脑机接口设备，脑机接口板块掀涨停潮，道氏技术(300409)、三 博脑科及乐普医疗(300003)等20余股涨停；保险股大涨，新华保险(601336)涨超8%；医疗器械板块走 高，赛诺医疗等多股涨停；AI芯片、存储芯片板块拉升，普冉股份、恒烁股份涨停；重组蛋白、快手 概念、CRO、游戏及Sora概念等涨幅居前。另外，海南、免税板块逆市下跌，海汽集团(603069)、海南 发展领跌；旅游酒店板块走低，凯撒旅业跌近7%；铁路公路、电机及航空机场等板块跌幅居前。(格隆 汇) 格隆汇1月5日｜A股2026年首个交易日开门红，三大指数均大幅上涨，沪指12连阳重回4000点，深证成 指；截至收盘，沪指涨1.38%报4023点，深证成指涨2.24%，创业板指涨2.85%。全市场成交额2.57万亿 元，较前一交易日增量5015亿元，近4200股上涨。 | 上证指数 深证成指 | 北证50 | | --- | --- | | 4023.42 13828.63 1466.42 | | | +54.58 +1.38% +303.61 +2.24% +25.99 +1.80% | | | 科创5 ...

Core Insights - The annual Consumer Electronics Show (CES) in Las Vegas will commence on January 6, showcasing advancements in AI hardware and technology [1] - NVIDIA CEO Jensen Huang is expected to address the ongoing demand for AI chips and the future of AI technology during his keynote speech [1] - Huang will emphasize "Physical AI," highlighting its applications beyond robotics, impacting various industries such as healthcare, automotive, and manufacturing [1] Group 1: NVIDIA and AI Trends - Huang will discuss the collaboration between NVIDIA and Siemens to apply AI in industrial scenarios [1] - The demand for NVIDIA's Blackwell chips remains high, but supply issues persist [2] - Huang and Lenovo's CEO Yang Yuanqing predict that enterprise-level AI will become a key battleground, with hybrid AI as a critical breakthrough [2] Group 2: Industry Participation and Innovations - Major chip executives from Intel, Qualcomm, and AMD will also participate in Lenovo's event, with AMD expected to announce significant updates to its Ryzen series [3] - Chinese companies will showcase advanced products, including Alibaba's "Quark AI Glasses" and Kuaishou's "Kling AI" model [3] - Various humanoid robots and AI-driven products from Chinese companies will be presented, demonstrating the growth of embodied intelligence in the industry [3]

Group 1 - The core viewpoint of the article highlights the positive performance of the Hong Kong technology sector, driven by improved liquidity and opportunities in the AI industry [1] - The Hong Kong Technology ETF (513020) has risen over 4%, reflecting market optimism regarding the technology sector [1] - Baidu's Kunlun Chip has submitted a listing application in Hong Kong, and the National Integrated Circuit Industry Investment Fund has increased its stake in SMIC International to 9.25%, boosting market sentiment [1] Group 2 - The Hong Kong Technology ETF tracks the Hong Kong Stock Connect Technology Index, which includes core assets in sectors such as internet, semiconductors, innovative pharmaceuticals, and new energy vehicles [1] - The Hong Kong Stock Connect Technology Index has outperformed the Hang Seng Technology Index, with a cumulative return of 256.46% since the base date at the end of 2014, significantly exceeding the Hang Seng Technology Index's return of 96.94% [1] - Emerging technology sectors like digital economy and AI applications are expected to benefit from favorable policies and industry innovation, although geopolitical risks and global economic uncertainties remain concerns [1]

Group 1 - Shanghai Zhenliang Intelligent Technology Co., Ltd. has increased its registered capital to approximately 815 million yuan, with new shareholders including Ningbo Yuexiu Yongyuan Equity Investment Partnership and China State-Owned Enterprise Mixed Ownership Reform Fund Co., Ltd. [1] - The company was established in May 2020 and is associated with Sunrise, focusing on high-performance GPU research and development, positioning itself as a "chip company that understands AI better." [1] - The registered capital increased from 731.27 million yuan to 814.60 million yuan, representing an increase of 83.33 million yuan. [2]