国寿安保策略精选混合(LOF)A（168002）基金经理为。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，国寿安保基金旗下1只基金重仓国能日新。国寿安保策略精选混合(LOF)A（168002）三季度 持有股数60.87万股，占基金净值比例为6.01%，位居第四大重仓股。根据测算，今日浮盈赚取约194.79 万元。 国寿安保策略精选混合(LOF)A（168002）成立日期2017年9月27日，最新规模4.9亿。今年以来亏损 3.16%，同类排名8014/8145；近一年亏损4.21%，同类排名7950/8064；成立以来收益61.99%。 1月19日，国能日新涨5.19%，截至发稿，报64.83元/股，成交7200.23万元，换手率1.33%，总市值85.95 亿元。 资料显示，国能日新科技股份有限公司位于北京市海淀区西三旗建材城内1幢二层227号，成立日期2008 年2月2日，上市日期2022年4月29日，公司主营业务涉及向新能源电站、发 ...

Group 1 - The main market experienced a net outflow of 17.805 billion yuan in principal funds as of January 19, with significant withdrawals from various sectors [1] - The top ten sectors with the largest fund outflows included: Semiconductor (-4.467 billion yuan), Internet Services (-3.914 billion yuan), Communication Equipment (-3.685 billion yuan), Non-ferrous Metals (-2.369 billion yuan), Software Development (-2.266 billion yuan), Cultural Media (-1.494 billion yuan), Medical Services (-0.787 billion yuan), Specialized Equipment (-0.727 billion yuan), Consumer Electronics (-0.724 billion yuan), and Securities (-0.711 billion yuan) [1][3] Group 2 - The Medical Services sector saw a fund outflow of 0.787 billion yuan, indicating a negative change of -0.33% [3] - The Specialized Equipment sector experienced a fund outflow of 0.727 billion yuan, with a positive change of 0.63% [3] - The Consumer Electronics sector had a fund outflow of 0.724 billion yuan, reflecting a positive change of 0.4% [3] - The Securities sector recorded a fund outflow of 0.711 billion yuan, with a slight negative change of -0.07% [3]

Group 1 - The A-share market in 2025 experienced significant changes, primarily driven by valuation increases across various sectors, with the non-ferrous metals industry leading the gains [4] - The overall A-share market performance can be divided into four phases: Phase 1 (Jan-Mar): Technology concepts led the "tech bull"; Phase 2 (Apr-Jun): External shocks and internal support boosted the market; Phase 3 (Jun-Nov): Liquidity and economic conditions resonated, accelerating trends; Phase 4 (Nov-Dec): A period of consolidation after the main index rise [4] - Key characteristics of the 2025 A-share market include a new level of total market capitalization, continuous inflow of new funds, and a shift in market structure, with the electronics sector reaching the highest market value for the first time [4] Group 2 - Yonyou Network expects a reduction in losses for 2025, projecting a net profit of -1.3 billion to -1.39 billion yuan, with revenue expected to be between 9.17 billion and 9.27 billion yuan [6][8] - The company is transitioning to a subscription-based business model, which is expected to impact revenue growth rates, despite a recovery in contract signing amounts starting from the second quarter of 2025 [7] - The launch of the BIP "Ontology-Driven Agent" aims to enhance AI capabilities in enterprises, shifting from probabilistic generation to logical execution, providing a new foundation for high-quality AI applications [10][11] Group 3 - Ant Group's collaboration with Weining Health has led to the rapid deployment of AI products, with the monthly active users of the Ant Health app exceeding 30 million, indicating strong market penetration [12][13] - Weining Health's WiNEX series AI products have been implemented in nearly 150 medical institutions, enhancing clinical decision-making and documentation efficiency [14] - The Chinese medical software system market is projected to reach 11.5 billion yuan by 2029, with Weining Health focusing on domestic innovation and adaptation [15][16] Group 4 - The People's Bank of China reported stable loan rates and increased corporate loan issuance, indicating a positive outlook for the banking sector [18][19] - The December social financing data showed a year-on-year increase in new loans, primarily driven by corporate loans, suggesting a robust lending environment [19][20] Group 5 - The UK AR7 offshore wind auction results exceeded expectations, with a total auction volume of 8.4GW, marking a 58% increase from the previous round, indicating strong future demand for offshore wind projects [21][22] - Domestic manufacturers are expected to benefit from increased orders as a result of the AR7 auction outcomes, with significant growth anticipated in the offshore wind sector [24] Group 6 - Tencent Holdings is projected to achieve a revenue of 195.4 billion yuan in Q4 2025, with strong growth in its gaming and advertising segments [25][26] - The company is expected to maintain robust performance across its core businesses, with AI capabilities enhancing its overall ecosystem [27] Group 7 - The coal market is expected to see price support due to seasonal demand and supply constraints, with current prices at 695 yuan/ton [28][31] - The coking coal market is experiencing a recovery in demand as steel production increases, leading to a rise in coking coal prices [29][30] Group 8 - The State Grid's investment during the 14th Five-Year Plan is projected to reach 4 trillion yuan, significantly boosting the power equipment supply chain [41] - The focus on new energy systems and AI integration in power operations is expected to enhance operational efficiency and support the growth of emerging industries [41]

Company Background and Positioning - Shanghai Hanyu Information Technology Co., Ltd. is a company focused on internet technology development, primarily engaged in mini-program design, development, and maintenance, as well as website construction and custom application software services [3][8] - The company emphasizes technical accumulation and alignment with customer needs, aiming for project delivery as the main goal [3][5] Service Content and Features - The services provided by the company include mini-program development, software maintenance and updates, and technical consulting, with a strong focus on communication with clients to understand specific requirements [5][10] - Projects are typically advanced in phases, including requirement analysis, design, development, testing, and launch [5][10] Industry Application Cases - The company serves clients in various industries such as retail, education, and culture, developing tailored solutions like online shopping mini-programs for retail, course inquiry and appointment functions for educational institutions, and event information publishing tools for cultural organizations [7][11] Technical Implementation Methods - The company utilizes common development frameworks and tools, employing popular frameworks for the front end and selecting different languages and databases for the back end based on project requirements [8] - Code management and version control are practiced during development to ensure project quality, while the company stays updated on industry technology trends [8] Cost and Development Cycle - The cost of mini-program development varies based on project complexity, with simpler projects costing tens of thousands of RMB and more complex projects incurring higher fees [8] - Development cycles typically range from a few weeks to several months, depending on the scope of requirements and the number of modifications [8][9] Client Cooperation Process - The cooperation process begins with requirement communication to clarify project goals and feature lists, followed by proposal and quotation provision, contract signing, and regular progress updates during the development phase [10] - After project completion, the company offers launch support and ongoing maintenance services [10] Current Status and Future Direction - Currently, the company continues to focus on the mini-program development sector while expanding related technical services, adjusting business priorities in response to changing industry demands [11] - Future plans include deepening technical accumulation and adapting to market changes, particularly in user experience and data management capabilities [11]

计算机 2026 年 01 月 18 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -14% 0% 14% 29% 43% 58% 2025-01 2025-05 2025-09 计算机 沪深300 相关研究报告 《行业催化密集，关注 AI 应用投资机 遇—行业点评报告》-2026.1.11 《周观点：持续看好商业航天板块— 行业周报》-2026.1.11 《周观点：2026，商业航天有望更加 精彩 —行业周报》-2026.1.4 周观点：把握商业航天黄金机遇期 ——行业周报 刘逍遥（分析师） liuxiaoyao@kysec.cn 证书编号：S0790520090001 市场回顾：本周（2026.1.12-2026.1.16），沪深 300 指数下跌 0.57%，计算机 指数上涨 3.82%。 周观点：把握商业航天黄金机遇期 （1）长征十二号乙运载火箭静态点火试验圆满成功，为首飞提供重要支撑 1 月 16 日下午，中国航天科技集团商业火箭有限公司抓总研制的长征十二号乙 运载火箭（CZ-12B），在东风商业航天创新试验区中国商火研试发射工位顺利 完成静态点火试验，试验取得圆满成功。CZ-12B 运载 ...

Core Viewpoint - The article highlights a potential security risk associated with IDEs based on VS Code, including Cursor, VS Code, Antigravity, and TRAE, which may automatically execute tasks, potentially triggering malicious code when opening directories [1] Group 1: Security Risks - Slow Fog's Yu Xian warns users about the risk of automatic task execution in VS Code-based IDEs [1] - Users are advised to disable the "automatic task running" feature to prevent malicious code execution [1] - Suggested security measures include setting task.allowAutomaticTasks to off and enabling Workspace Trust in Cursor for risk confirmation when opening new projects [1] Group 2: Mitigation Strategies - The article recommends confirming risks even when choosing to trust the workspace to avoid automatic execution of commands hidden in .vscode/tasks.json [1]

Group 1 - Xibei will close 102 stores, accounting for 30% of its total, with the process expected to complete in the first quarter [2] - Xibei's founder, Jia Guolong, confirmed that all affected employees will receive their full wages and customer prepaid cards can be used at other locations or refunded [2] - Xibei has ranked first in revenue for Chinese cuisine for eleven consecutive years, serving 70 million customers annually [2] Group 2 - Chaomag Energy has completed a multi-hundred million RMB angel round financing, led by Dingfeng Kechuang, to develop high-temperature superconducting magnets for controlled nuclear fusion [3] - Yuandong Excellence has secured several million RMB in Series A financing, focusing on key components for semiconductor equipment [4] - Inmo has completed its C1 round financing, raising nearly 500 million RMB in a year, making it a leading player in the AI+AR smart glasses sector [5] Group 3 - Ailios has completed over 100 million RMB in pre-B round financing, aimed at the development and commercialization of self-developed filtration membranes [6] - Baichuan Intelligent plans to initiate an IPO in 2027, with a focus on AI medical applications [7] - Linli, a lemon tea brand, has completed a multi-million A round financing, with plans for brand and supply chain upgrades [7] Group 4 - Liufeng Space Technology has completed an angel+ financing round, raising a significant amount with investments from multiple venture capital firms [8] - Shizai Bio has raised 400 million RMB through B/B+ and C1 rounds, with participation from various investment groups [9] - Dongpeng Beverage has passed the Hong Kong Stock Exchange hearing, being the leading functional beverage company in China [10] Group 5 - Hubei Hongtai Zhanxin Industrial Investment Fund has been established with a total scale of 1 billion RMB, focusing on high-quality development [11] - Panzhihua City and Sichuan Industrial Fund have signed a strategic cooperation agreement to establish a 5 billion RMB vanadium-titanium industry development fund [12] - Anhui's first pet industry fund has been launched with an initial scale of 200 million RMB, focusing on various segments of the pet economy [13] Group 6 - GoerTek plans to establish a 690 million RMB fund, focusing on XR and advanced manufacturing technologies [14]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 近期，科创100、科创50、中证2000等指数的估值均超过150倍。管理层上调证券融资保证金最低比例， 形成对部分板块和公司过于火热的一种警示。 当宽基指数估值超过百倍时，一旦市场风向出现转变，市场风险不得不防。经历过多轮牛熊的福建滚雪 球投资公司董事长林波认为，历史曾给出过多次回答，当宽基指数的市盈率超过100倍时，一定是不能 持久的。 历史数据显示，1989年底，日经225指数平均市盈率超过70倍，部分行业超过100倍，此后在漫长的20年 时间中，日经225指数跌幅超过75%；2000年初，纳斯达克指数市盈率超过120倍，此后一年多的时间内 跌幅达到80%…… 不过，当前A股冰火两重天，大盘价值和红利指数的市盈率不到10倍，沪深300和上证50的市盈率不到 15倍。这些大盘权重股是A股的中流砥柱，奠定了A股的整体估值依然在合理乃至偏低区间。 "当市场估值低于10倍时，我们应该贪婪，但当市场估值高于100倍时，我们应当恐惧。"林波说。 三只宽基指数估值已超百倍 自2024年9月24日至2026年1月13日，科创50和科创100指数的涨 ...

天眼查显示，近日，深圳德润财兴网络科技有限公司成立，法定代表人为邓珊平，注册资本1000万人民 币，由深圳云帆智慧网络科技有限公司全资持股。 序号股东名称持股比例1深圳云帆智慧网络科技有限公司100% 经营范围含一般经营项目是：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；软件 开发；网络技术服务；互联网数据服务；网络与信息安全软件开发；信息技术咨询服务；数据处理服 务；信息咨询服务（不含许可类信息咨询服务）；科技中介服务。（除依法须经批准的项目外，凭营业 执照依法自主开展经营活动），许可经营项目是：第一类增值电信业务；第二类增值电信业务。（依法 须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件 为准） 企业名称深圳德润财兴网络科技有限公司法定代表人邓珊平注册资本1000万人民币国标行业信息传输、 软件和信息技术服务业>软件和信息技术服务业>软件开发地址深圳市福田区园岭街道鹏盛社区八卦一 路八卦岭工业区618栋309A8企业类型有限责任公司(法人独资)营业期限2026-1-16至无固定期限 来源：市场资讯 ...

证券日报网讯 1月16日，航天软件在互动平台回答投资者提问时表示，公司产品支持大模型标准接入， 依托MCP、A2A等新一代协议重构PLM智能内核，打造贯穿产品全生命周期的智能数字主线。其不仅 可实现多源异构系统的语义级无缝集成，更通过部署计划生成、设计平台、工艺编写等场景智能体，将 数据连接能力转化为直接的业务智能，赋能产品研发与生产全流程降本增效。 ...