大和资本分析师Henny Jung和Yoonki Bae在一份报告中写道，尽管投资者近期对用于机器人技术的固态 电池的押注已推动相关股票的强劲买盘，但用于人形机器人的电池需求可能"在数量上微不足道"。他们 说，假设到2030年人形机器人的年销量可能达到100万台，机器人技术带来的总电池需求预计每年最多 达到10吉瓦时，远低于全球电动汽车电池预测需求的1%。不过，他们补充说，机器人电池这一题材可 能会为关键固态电解质供应商Hansol Chemical等股票的近期股价势头提供支持。Hansol Chemical本月已 上涨超过20%。 ...

｜2026年1月23日星期五｜ NO.1 第三届北京商业航天产业高质量发展推进会将在北京举办 据"北京亦庄"消息，1月23日至24日，第三届北京商业航天产业高质量发展推进会将在北京经开区举 办。本次大会以"聚力赋新质向空天"为主题，将设置成果发布、主旨报告、专题座谈等多个环节，邀请 政府部门、航天院所、领军企业及金融机构等多方代表参与，共探技术变革新趋势、共绘产业发展新图 景。大会现场，北京经开区将正式发布多个创新服务平台，进一步优化北京火箭大街发展生态。 国家医保局1月20日在北京举办"价格立项赋能医疗科技创新发展分享活动"。国家医保局有关单位负责 同志深入解读价格立项支持精准医疗、远程医疗等新场景规模化应用情况，陆军军医大学第一附属医院 卞修武院士分别介绍手术机器人和远程手术、病理诊断前沿研究成果，企业代表介绍手术机器人、病理 数智化诊断相关产品和服务，投资机构代表介绍医疗器械投资市场新动向。 NO.2 银河证券：商业航天产业正迈入需求侧与供给侧双向发力的黄金时代 1月22日，银河证券研报称，商业航天产业方兴未艾，正迈入需求侧与供给侧双向发力的黄金时代。卫 星发射：民营火箭公司发展迅速，产业链处于国家航天 ...

据"北京亦庄"消息，1月23日至24日，第三届北京商业航天产业高质量发展推进会将在北京经开区举 办。本次大会以"聚力赋新 质向空天"为主题，将设置成果发布、主旨报告、专题座谈等多个环节，邀 请政府部门、航天院所、领军企业及金融机构等多方代表参与，共探技术变革新趋势、共绘产业发展新 图景。大会现场，北京经开区将正式发布多个创新服务平台，进一步优化北京火箭大街发展生态。 NO.2 银河证券：商业航天产业正迈入需求侧与供给侧双向发力的黄金时代 每经记者｜杨建 每经编辑｜肖芮冬 ｜2026年1月23日 星期五｜ NO.1 第三届北京商业航天产业高质量发展推进会将在北京举办 1月22日，高盛将黄金今年底目标价从每盎司4900美元上调至5400美元，理由是私人部门投资者和中央 银行对黄金的需求不断增长。高盛分析师在报告中指出，预计各国央行今年每月将购买60吨黄金，同时 随着美联储降息，黄金ETF的持有量也将增加。高盛分析师称，各国央行已开始通过传统的ETF，与私 人部门投资者争夺有限的黄金。 NO.7 我国制冷技术新突破，有望推动算力基础设施低碳运行 1月22日，从中国科学院金属研究所获悉，近日，该研究所李昺研究员团队与 ...

站在"十五五"新起点，常州锚定更宏大的产业目标：经过5年的努力，常州人均地区生产总值要达到中 等发达国家偏上水平。2026年，全市将强化产业项目牵引，目标直指新增亿元以上项目600个，其中包 括超100亿元或10亿美元项目6个以上。未来5年，常州将全力推动科技创新与产业创新深度融合，瞄准 智能化、绿色化、融合化方向，加速构建"1028"现代化产业体系，并系统培育以人工智能、具身智能、 新型储能为重点的"6+X"未来产业集群。通过深化"人工智能+"行动、建设高端创新平台、培育优质企 业矩阵，常州正奋力朝着"国际化智造名城、长三角创新高地"的目标扎实迈进。 5年来，常州独立或参与建设5个国家级产业集群，新能源产业产值向万亿规模迈进，动力及储能电池开 票销售保持高速增长。创新动能澎湃，全市高新技术企业实现倍增、累计达5791家，每万人高价值发明 专利拥有量大幅提升。2025年，常州在产业项目招引上成果丰硕，全年引进总投资超10亿元或1亿美元 项目82个，其中超百亿元项目5个；中创新航、江苏时代等龙头企业持续加码，理想三期、比亚迪 （002594）二期等标志性项目竣工投产，新能源整车产量突破80万辆，为经济稳中有进注 ...

Core Viewpoint - The 2026 Future Industries New Materials Expo (FINE 2026) aims to lead global innovation in new materials, emphasizing their critical role in the transformation of high-tech industries and the future economy [1][2]. Group 1: Event Overview - FINE 2026 will take place from June 10 to 12, 2026, at the Shanghai New International Expo Center, featuring a total exhibition area of 50,000 square meters and over 800 exhibitors [12][34]. - The expo will include more than 300 strategic and cutting-edge technology reports, showcasing innovations applicable to various industries such as AI, aerospace, smart vehicles, and renewable energy [2][20]. Group 2: Focus Areas - The event will concentrate on five common demands of future industries: advanced semiconductors, advanced batteries, lightweight functional materials, low-carbon sustainability, and thermal management [2][10]. - Six thematic exhibition areas will be established, including advanced semiconductors, advanced batteries and energy materials, thermal management, lightweight and sustainable materials, new materials technology innovation, and future smart terminals [12][15]. Group 3: Participation and Audience - FINE 2026 is expected to attract over 100,000 professional visitors, including industry leaders and investors, facilitating precise connections between enterprises and industry resources [34][35]. - The event will invite over 5,000 industry investors to support quality startups and enhance collaboration opportunities [10][35]. Group 4: Supporting Organizations - The expo is organized by DT New Materials, in collaboration with various associations and institutions, including the China Productivity Promotion Center and the Ningbo New Materials Industry Association [4][5]. - The event will leverage the extensive network of DT New Materials, which has established connections with over 200,000 professionals across various sectors [10]. Group 5: Historical Context and Expectations - FINE 2026 builds on the success of previous events, including the 2025 International Carbon Materials Expo and the 2025 Thermal Management Expo, which collectively attracted over 35,000 professional visitors from 27 countries [7][34]. - The expo is positioned as a pivotal opportunity for businesses to engage in technology transfer and innovation integration, aiming to solidify the foundation for new productivity in the materials sector [2][10].

Group 1 - A123 will hold a product launch event on January 23, 2026, introducing a full range of energy storage products based on semi-solid immersion technology, themed "Gathering Stars, Smart Storage Future" [1] - The new "Star" series semi-solid battery cells and the "Galaxy" series of four scenario-based energy storage systems will be prominently featured at the event [1] - Research institutions highlight that semi-solid batteries are showing promising performance and safety improvements, with the new MG4 model significantly enhancing safety and environmental adaptability under extreme conditions [1] Group 2 - Guoxuan High-Tech is primarily engaged in the research, production, and sales of power battery systems, energy storage battery systems, and transmission and distribution equipment, achieving breakthroughs in semi-solid battery technology [1] - Dingsheng Technology's semi-solid lithium battery cathode materials are steadily increasing in volume, with solid-state battery ultra-high nickel multi-materials and ultra-high capacity lithium-rich manganese-based materials achieving batch supply of over 10 tons [1]

Aerospace - Beijing Chuanqiu Space Technology Co., Ltd. held a global launch event for space tourism, showcasing the first commercial manned spacecraft "Chuanqiu No. 1 (CYZ1)" with over 20 space tourists already booked, aiming for its first manned flight in 2028 [1] - SpaceX plans to launch its second-generation Starlink system in 2027, which is expected to provide internet services with over 100 times the capacity and more than 20 times the throughput compared to the first generation [1] - The aerospace sector is transitioning from a "cost center" driven by national will to a "growth engine" driven by commercial demand, with significant growth potential in the trillion-dollar market [1] Solid-State Batteries - A123 announced a product launch event for its new series of semi-solid state energy storage products, including the "Xingchen" series semi-solid state cells and "Xinghe" series energy storage systems, scheduled for January 23, 2026 [2] - The new semi-solid state batteries significantly enhance safety and environmental adaptability, achieving excellent safety performance in extreme conditions, which could reduce the risk of electric vehicle fires [2] Retail Pharmacy - The Ministry of Commerce and nine other departments released opinions to promote high-quality development in the retail pharmacy industry, supporting mergers and acquisitions among retail pharmacies [3] - The retail pharmacy sector is expected to accelerate consolidation by 2025, with a projected decrease in the total number of pharmacies, concentrating customer traffic towards leading players [3] Passive Components - Passive component manufacturer Huaxinke announced a price increase for all chip resistor products starting February 1, with expected price hikes of around 20% [4] - The passive components industry is experiencing a price surge, with structural price increases observed across various products, driven by high demand from AI servers [4] Prepared Dishes - The State Council's Food Safety Office is drafting national standards for prepared dishes and will solicit public opinions soon, aiming to enhance consumer rights and promote industry development [5] - Prepared dishes are gaining popularity, especially among younger consumers, due to their convenience and ability to meet diverse culinary needs, leading to significant growth opportunities in the market [5] AI Chips - Alibaba Group plans to support its chip company Pingtouge for independent listing, reflecting its strategic focus on the semiconductor sector [6] - Pingtouge has made significant advancements in AI processing technology, with its products already integrated into major data centers, indicating its growing commercial value [6] General Industry News - The Chinese government is set to build a computing power scale of around 200,000 P by 2027, indicating a significant investment in computing infrastructure [8] - The domestic satellite constellation applications are expected to peak in the next decade, with China planning to launch over 20,300 satellites [8]

宁德时代表示，除性能外，轻商行业首款量产钠离子电池，经过电池锯断、电钻穿透、多向挤压测试 后，不起火、不爆炸，锯断后仍可正常放电，保障了用车安全。 高焕补充说："钠电池高功率放电性能好，在5C充电倍率下，电池温升不会超过5度，不需要额外降温 处理，热管理系统可以做到进一步精简。"他表示，钠电池从实验室到量产落地，意味着电池低温性能 的难题正在被攻克。 1月22日，宁德时代在"天行二代轻商"新品发布会上，发布了"轻商"（轻型商用车）定制化系列产品， 包括天行二代轻商超充版、长续航版、高温超充版、低温版，分别适用城配、城际、末端配送、寒区等 多元的轻型商用车运输场景。 其中，天行二代轻商低温版电池，为行业首款量产钠离子电池，备受市场关注。中国证券报记者独家获 悉，宁德时代钠电池已在江淮小卡和中VAN（面包车）完成冬标测试，将于2026年7月批量量产，充电 和换电模式同步推出。 同时，宁德时代首席技术官高焕在接受中国证券报记者采访时表示，宁德时代钠电池预计在今年二季度 推广至乘用车，首款搭载车型为埃安旗下一款车型。随着产能拓展，逐渐会规模化推广至乘用车、商用 车，以及储能甚至工程机械等领域。目前，仍有成本等难题待破 ...

2025年基金四季报披露完毕，根据天相投顾数据， 2025年四季度末，中际旭创位列公募基金第一大重仓股，公募基金持有市值达784.21亿元。 值得一提的是，2025年三季度末公募基金第一大重仓股为宁德时代，2025年二季度末公募基金第一大重仓股为腾讯控股。2025年三季度末，中际旭 创新进公募基金前十大重仓股， 2025年四季度末，中际旭创已成为公募基金第一大重仓股。 位列公募基金第二到第十大重仓股的分别是新易盛、宁德时代、腾讯控股、紫金矿业、阿里巴巴-W、寒武纪、立讯精密、贵州茅台、东山精密。 ...

证券日报网讯1月22日，领湃科技（300530）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司股东总人数为21047户。 ...