开盘阶段，上证指数小幅高开，报4026.02点，涨幅约0.06%。人脑工程、华为概念、人工智能等热门板 块表现活跃，相关个股如国际医学涨幅近10%，岩山科技涨停，短线资金对科技类热点的参与意愿较 强。 1月6日，沪深京三市连板股开盘情况一览: ① 晋级：锋龙股份（7天7板，长安汽车概念、新能源 汽车概念）涨停晋级8连板、南兴股份（3天3板，AIGC概念、AI智能体概念）涨停晋级4连板。 ② 高 开：友邦吊顶（3天3板）高开8.7%、海格通信（4天2板，大飞机、卫星导航概念）高开5.71%、天际股 份（8天4板，氟化工概念、磷化工概念）高开5.64%、农心科技（2天2板）高开5.36%、雷科防务（4天 4板，太赫兹、军工信息化概念）高开5.0%、城建发展（2天2板，新型城镇化、参股券商概念）高开 4.84%、索菱股份（2天2板，车联网(车路协同)、无人驾驶概念）高开4.2%、利欧股份（2天2板， ChatGPT概念、多模态AI概念）高开2.58%、国晟科技（4天2板，HJT电池、TOPCON电池概念）高开 2.17%、烽火通信（2天2板，6G概念、卫星导航概念）高开1.96%、中国卫通（5天3板，商业航天、6G ...

Market Overview - On the first trading day of 2026, the Shanghai Composite Index rose by 1.38% to 4023.42 points, while the Shenzhen Component Index increased by 2.24% and the ChiNext Index by 2.85%. The total trading volume in the Shanghai and Shenzhen markets reached 2.55 trillion yuan. The leading sectors included media, pharmaceuticals, and electronics, while oil and petrochemicals, banking, and transportation lagged behind [2][7] - The Hong Kong Hang Seng Index saw a slight increase of 0.03%, closing at 26347.24 points, while the U.S. major indices all closed higher, with the Dow Jones Industrial Average rising by 1.23% to a record high of 48977.18 points [2][7] Important News - Premier Li Qiang emphasized the need to enhance innovation and development advantages during his research in Guangdong, advocating for the improvement of industrial ecosystems and the exploration of effective business models for new technologies such as robots and drones [3][8] - A joint announcement from nine departments, including the Ministry of Commerce, implemented actions to promote green consumption, focusing on enhancing the supply of green products and encouraging the purchase of electric vehicles and certified green appliances [3][8] Industry Insights Media Industry - The New Year's Day box office exceeded 740 million yuan, marking a significant increase of 61.01% compared to the previous year. The extended holiday period allowed for a diverse range of films to cater to audience preferences, with major sequels leading the box office [9][10] - The total number of screenings during the New Year's holiday reached 1.417 million, with a notable increase in audience attendance, particularly on January 1, which saw a 14.20% year-on-year increase [10][12] - Major IP sequels like "Zootopia 2" and "Avatar 3" demonstrated strong box office resilience, contributing significantly to the overall market performance [12] Gaming Industry - In December 2025, a total of 147 game titles received approval, with 144 domestic and 3 imported games. The total number of game approvals for the year reached 1771, a 25.07% increase from 2024 [13][14] - The game "Seven Realms Dream" is highlighted for its unique "national style" theme and innovative gameplay mechanics, indicating a competitive landscape in the MMO sector for 2026 [14][15] Tourism Industry - The 2026 New Year's holiday saw 142 million domestic trips and total spending of 847.89 billion yuan, benefiting from the extended holiday period compared to the previous year [16][17] - The tourism market experienced a boost due to various factors, including the popularity of winter sports, the appeal of Hainan's free trade zone, and increased interest in outbound travel [18][19] - The outlook for 2026 remains positive, with expectations for further growth in the tourism sector driven by favorable policies and consumer confidence [19]

Group 1 - The long-term assessment mechanism for pension funds exceeding 7 trillion yuan has been introduced, aiming to promote long-term investments and enhance the capital market [1] - Over 40 A-share companies have forecasted a year-on-year increase in performance for 2025, particularly in the electronics, machinery, basic chemicals, and pharmaceutical sectors [1] - A-share listed companies are expected to distribute over 2.6 trillion yuan in dividends for 2025, marking a historical high, with significant contributions from both the Shanghai and Shenzhen stock exchanges [1] Group 2 - Approximately 50 trillion yuan in medium to long-term deposits are set to mature in 2026, drawing market attention amid declining interest rates [2] - The insurance industry has seen bond issuance exceed 100 billion yuan annually for the past three years, reflecting challenges in capital management and regulatory requirements [2] - The "cold resources" sector is experiencing growth, with new consumer dynamics emerging from events like the Changchun Snow Festival [2] Group 3 - Changyuan Tungsten has raised its procurement prices for tungsten concentrates for the first half of January 2026 [3] - Bridgewater's founder, Ray Dalio, has warned that the current AI hype is in the early stages of a bubble, with U.S. stock performance lagging behind non-U.S. equities and gold [4][5] - Nvidia's CEO highlighted the rise of open-source models as a catalyst for innovation in the AI industry during a recent conference [6] Group 4 - Airbus is expected to deliver 793 aircraft in 2025, achieving a key production target despite previous adjustments due to supply chain issues [6] - Nord Fund's actual controller has changed to Sichuan Energy Investment Group, with no impact on the fund's capital structure [6] - The control of Aerospace Science and Industry Corporation's rocket company is being transferred, with an estimated overall valuation of 11.2 billion yuan [7] Group 5 - Grandpa's Farm International Holdings has submitted a listing application to the Hong Kong Stock Exchange, focusing on baby food and household products [7] - The Shanghai Stock Exchange has issued a regulatory warning to Tianpu Co. for inadequate risk disclosures related to its AI business [8][9] - Dengyun Co.'s actual controller has been arrested for illegal public deposit collection, but the company's operations remain unaffected [10]

Core Insights - The article discusses Xiaomi's proactive approach in addressing public concerns regarding its electric vehicle, the YU7, through a transparent live-streamed disassembly event led by CEO Lei Jun, showcasing the vehicle's safety features and design [1][2][4]. Group 1: Product Transparency and Safety - Xiaomi's live-stream event aimed to dismantle the YU7 to directly address safety concerns, including the vehicle's structural integrity and battery protection mechanisms [1][2]. - The engineering team demonstrated the YU7's safety features, such as a design that allows front wheels to detach during a collision to absorb impact energy, thereby protecting the passenger cabin [1][2]. - Lei Jun acknowledged industry-wide issues like vague marketing practices and committed to improving transparency in promotional materials [2][4]. Group 2: Market Performance and Future Plans - Xiaomi reported impressive delivery figures, with over 410,000 vehicles delivered in 2025, surpassing the initial target of 300,000, and the YU7 achieving 150,000 deliveries within six months of launch [4]. - For 2026, Xiaomi plans to focus on three key areas: investing 200 billion yuan in technology research and development, enhancing AI capabilities, and creating a comprehensive user experience [4]. - The company set a delivery target of 550,000 vehicles for 2026, aiming for overachievement [4]. Group 3: Industry Impact and Consumer Engagement - The live-stream event served as a platform for consumers to better understand automotive technology, making complex safety designs more accessible [5]. - Xiaomi's transparent approach may encourage other companies in the industry to adopt similar practices, fostering a competitive environment focused on product and technological excellence [5][7]. - The event highlighted the importance of innovation and quality in the automotive industry, emphasizing that long-term consumer trust can only be built through transparency and technical advancement [7].

Core Viewpoint - The legal dispute between Xinjingda and Geely highlights the survival anxieties faced by both automakers and suppliers in the electric vehicle industry, revealing three major issues: the restructuring of power dynamics in the supply chain, profit distribution in the automotive manufacturing industry, and the balance among consumers, automakers, and suppliers [1][21]. Group 1: Restructuring of Power Dynamics in the Supply Chain - The automotive industry has witnessed a shift in power dynamics, where suppliers now hold significant influence, contrasting with the past when automakers dominated the market [21][23]. - Data indicates that by Q4 2025, the domestic market for power battery installations is expected to grow by over 10%, with leading companies like CATL and BYD operating at over 70% capacity utilization, while second-tier manufacturers struggle with utilization rates below 30% [3][21]. - The inability of battery manufacturers to meet the demands of new energy vehicle companies signifies a loss of the traditional dominance held by automakers, leading to suppliers gaining absolute power [23][24]. Group 2: Profit Distribution in the Automotive Manufacturing Industry - The balance of profit distribution has been disrupted in the new energy era, where suppliers have gained more leverage and are now able to demand a larger share of profits, breaking the previous equilibrium [6][24]. - Historically, during the fuel vehicle era, automakers maintained a harmonious relationship with suppliers by allowing reasonable profit margins, but this balance has been upset in the current market [6][24]. - The shift to a competitive market has forced automakers to lower prices to maintain competitiveness, significantly reducing their profit margins [6][24]. Group 3: Balance Among Consumers, Automakers, and Suppliers - The new automotive era necessitates a reevaluation of the balance among consumers, automakers, and suppliers, as consumer expectations for value must align with the realities of market competition and supplier power [30][31]. - Successful examples of vertical integration in the industry, such as those by Geely and BYD, demonstrate the effectiveness of combining production capabilities from batteries to intelligent driving systems to enhance product competitiveness [31][33]. - Collaborative models, like those seen with Huawei's HarmonyOS, illustrate the potential for deep partnerships between suppliers and automakers to create high-quality products that meet consumer demands [31][35].

Core Viewpoint - Lantu Automotive has entered 2026 with strong momentum, achieving full production capacity at its factory and demonstrating significant growth in vehicle deliveries, indicating a robust development trajectory for the company [1][2][4]. Production and Market Strategy - Lantu's factory is operating at full capacity, producing a new vehicle every 63 seconds, reflecting the company's response to the accelerating automotive market [1][3]. - In 2025, Lantu delivered 150,169 vehicles, marking an 87% year-on-year increase and becoming the first central state-owned enterprise high-end new energy brand to reach 300,000 units produced [4]. - The company plans to expand its product lineup to 6-9 models in 2026, aiming to set benchmarks in various market segments [4]. Technological Advancements - Lantu has invested in advanced technologies such as big data, AI, and IoT to enhance production efficiency, creating a smart factory that operates quietly and efficiently [6]. - The company launched its 800V high-voltage hybrid technology and achieved full-stack self-research in smart cockpit technology, positioning itself as a leader in the high-end new energy vehicle sector [7]. User Engagement and Market Expansion - Lantu has established nearly 500 sales and service points across over 150 cities, integrating user feedback into its R&D and manufacturing processes to create a closed-loop system [7][8]. - The company has expanded its market presence to over 40 countries and regions, emphasizing its role in the global automotive industry and the importance of local supply chains [9]. Industry Positioning - Lantu aims to transition from being a follower in the automotive industry to taking on a more significant role in the global supply chain, with a localization rate of 41% in its supply chain [9]. - The company recognizes the rapid changes in the automotive industry and is committed to advancing the development of new energy vehicles as a pathway to becoming a strong automotive nation [10][11].

隆冬的寒风，挡不住消费热情。新年伊始，在西安市龙湖香醍天街智己体验店，看车选车的顾客络 绎不绝。 "旧车开了10年，想换辆新能源新车，通过报废更新，不仅省了2万多元，日常出行还节能环保，太 划算了！"西安市民张建设在去年9月上旬预订了新车，1月3日办完提车手续，难掩心中喜悦。 他报废的是一辆国四排放标准燃油车，既享受报废更新补贴，又叠加品牌商家的优惠，原本23万元 的智己LS6车型，补贴后省下一大笔开支。他实现了换车的心愿。 元旦假期的夜晚，西安大唐不夜城华灯璀璨。 "盛唐密盒"互动演艺围满游人、笑声不断；汉服小姐姐穿梭街市，不时来一场"快闪"；特色文创店 里，游客仔细挑选着大雁塔手办；街边的陕菜馆前，人们排起长龙……从傍晚到深夜，氛围感拉满，勾 勒出夜间消费的火热图景。 1月4日，在西安市苏宁易购金花路店，以旧换新咨询台前围满了顾客。工作人员正忙着帮顾客测算 旧家电折价和新家电补贴。 "家里老冰箱用了12年，噪声大还费电。这次换一级能效无霜冰箱，将旧冰箱折价400元，再叠加 15%政府补贴，一下子省了1000多元。"西安市民李爱玲指着选中的冰箱，满脸笑容，"店里还提供免费 上门拆旧、送货安装服务，省心又省力 ...

Core Insights - The Yangtze River Economic Belt has become a crucial area for ecological priority and green development, contributing nearly half of China's GDP while accounting for about one-third of the country's energy consumption and carbon emissions [1] Group 1: Green Transformation and Industrial Upgrading - Traditional industries such as steel, petrochemicals, and building materials in the Yangtze River Economic Belt have actively pursued green transformation, establishing 24 national carbon peak pilot cities and parks, along with 14 zero-carbon parks [1] - Approximately 10,000 old operating vessels have been scrapped and updated as part of the push for clean energy and new energy ship development [1] - The region has cultivated 41 national-level advanced manufacturing clusters and 30 strategic emerging industry clusters, representing 51% and 45% of the national totals, respectively [1] Group 2: Innovation and New Economic Drivers - The Yangtze River Economic Belt is accelerating the cultivation of new economic drivers, with 3 technology innovation centers and 8 national laboratories established in the region, achieving breakthroughs in key technologies in fields like artificial intelligence and quantum information [2] - The region is recognized as one of the most resource-rich and innovative areas in China, with ongoing efforts to enhance economic scale while focusing on green, high-end, and intelligent development [2] - Future initiatives will aim to further accelerate green transformation and develop low-carbon industries tailored to local conditions [2]

1月5日，中韩商务论坛在北京举行。TCL创始人、董事长李东生作为中国民营企业家代表受邀参会并发 言。李东生表示："面对新一轮科技变革与产业革命浪潮，中韩两国在人工智能、半导体显示、新能源 汽车、生物科技等新兴领域合作潜力巨大。通过加强技术研发合作与创新生态共建，能够加速科技成果 转化，共同开拓全球市场新蓝海。" 据悉，中韩商务论坛由中国贸促会与韩国大韩商工会议所共同主办。韩国总统李在明及韩国经济代表团 200多名企业家出席此次活动，包括三星电子会长李在镕、SK集团会长崔泰源、现代汽车集团会长郑义 宣、LG集团会长具光谟等。（智通财经记者 周玲） ...

【#赛力斯12月新能源汽车销量6.1万辆##赛力斯去年新能源车销量47.23万辆#】赛力斯今日公告，2025 年 12 月公司新能源汽车销量为 6.10 万辆，同比增长 63.40%。2025 年 1-12 月，公司累计销售新能源汽 车 47.23 万辆，同比增长 10.63%。（IT之家） 注:本表为产销快报数据,最终数据以2025年审计数据为准。 特此公告。 赛力斯集团股份有限公司董事会 2026年1月6日 证券代码:601127 证券简称:赛力斯 公告编号:2026-001 赛力斯集团股份有限公司 2025年12月份产销快报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 赛力斯集团股份有限公司2025年12月份产销数据如下: 6 OHTRIS F 单位:辆 产量 销量 产品名称 本年累计 本月 本月同比 本年累计 累计同比 本月 本月同比 累计同比 新能源汽车 473, 735 10. 31% 472, 269 55, 970 67.06% 60. 981 63. 40% 10. 63% 其中:赛力斯汽车 48, 60 ...