（文章来源：每日经济新闻） 2026年1月5日，2026年首个交易日上证指数重回4000点。创业板新能源ETF华夏（159368）早盘涨幅扩 大至1.64%。盘面上，罗博特科大涨15.73%，道氏技术上涨10.54%，新强联、英搏尔等涨超4%；截至 发文，创业板新能源ETF华夏（159368）成交额达2711万元，居同类基金首位。 创业板新能源ETF华夏（159368）是全市场跟踪创业板新能源指数的规模最大ETF基金。创业板新能源 指数主要涵盖新能源和新能源汽车产业，涉及电池、光伏等多个细分领域。创业板新能源ETF华夏 （159368）高弹性，涨幅可达20cm；费率最低，管理费和托管费合计仅为0.2%；规模最大，截至2025 年12月30日，规模达6.76亿元；成交额最大，近一月日均成交7075万元。其储能+固态电池占比近 90%，契合当下市场热点。 消息面上，据2025年12月30日互动消息，罗博特科旗下德国子公司ficonTEC与台积电、英伟达共同开发 的全球首个300mm双面晶圆测试平台已完成可靠性测试，测试效率提升60%，适配台积电3nmMRM工 艺，助力英伟达GB200服务器CPO良率提升。同时fi ...

展望后市，国金证券指出，重点看好"太空光伏"作为未来一段时间、乃至贯穿2026年的最强电新主 线之一！太空光伏底层投资逻辑坚实而紧迫：1）唯一性：光伏是当前及可见未来所有航天器长期在轨 运行唯一可行、可靠的供电解决方案，技术路径无可替代；2）紧迫性：国际电信联盟（ITU）确立的 近地轨道与频谱资源"先占先得"规则，使得卫星发射数量与部署速度直接关乎国家空间战略优势与商业 主动权，驱动卫星市场对高性价比、轻量化空间太阳能系统的迫切需求。 2026年1月5日，A股三大指数高开，创业板新能源ETF华夏（159368）盘初拉升，最大涨幅为 1.24。盘面上，道氏技术上涨10.45%，罗博特科上涨10.02%，英搏尔上涨4.27%，新强联上涨3.75%。 截至发文，创业板新能源ETF华夏（159368）成交额达2077万元，居同类基金首位。 创业板新能源ETF华夏（159368）是全市场跟踪创业板新能源指数的规模最大ETF基金。创业板新 能源指数主要涵盖新能源和新能源汽车产业，涉及电池、光伏等多个细分领域。创业板新能源ETF华夏 （159368）高弹性，涨幅可达20cm；费率最低，管理费和托管费合计仅为0.2%；规模最 ...

赴美上市｜证监会备案｜上市监管｜中企赴美｜专业赴美上市服务机构 近期，龙电华鑫新能源科技集团的获批，为停滞8个月的境内企业赴美上市备案通道带来突破，也印证了近一年中国证监会监管对境外上市企业质地的要求 不断提高。 截至2025年12月19日，证监会公开信息显示，已累计接收境内企业境外首次公开发行（含全流通）备案申请888家，其中412家已取得备案通知书。 在赴美上市方面，共有150家企业选择纳斯达克交易所。细分来看，当前正处于申请阶段的企业共54家，较上一轮统计减少1家。 | | | | 境内企业赴美发行证券和上市备案情况表(首次公开发行及全流通) | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (截至2025年12月19日) | | | | | | 序号 | 亚斯名秘 | 申报类型 | 甲报主体 | 拟上市证券交易所 | 接收日期 | 备案状态 | 道注 | | 1 | GoodFaith Technology Inc. | 间接境外上市 | 办州承信信息科技有限公司 | 纳斯达克交易所 | 2023年6月28日 | 补 ...

Core Viewpoint - The Nanyang Municipal Party Committee has proposed a comprehensive plan for the 15th Five-Year Plan, focusing on economic and social development, emphasizing the importance of direct financing, technological innovation, and the integration of traditional Chinese medicine into modern industries [1][2]. Group 1: Economic Development Strategies - The plan includes actions like "Inviting Capital to Nanyang" and "Insurance Capital into Nanyang," aiming to accelerate the development of technology, green finance, and digital finance [1][3]. - A significant goal is to enhance the direct financing environment and promote corporate listings to attract long-term and patient capital [1][3]. - The "Wan Medicine Revitalization" initiative aims to develop modern Chinese medicine enterprises and expand the industry to a scale of 100 billion [1][3]. Group 2: Infrastructure and Innovation - The establishment of key laboratories and research institutions is prioritized to focus on major industrial chains and significant projects [1][3]. - The plan emphasizes the need for a modernized industrial system, with a focus on advanced manufacturing, green food, and new materials [15][16]. - The integration of digital technology into traditional industries is highlighted, promoting the development of a digital economy [18][19]. Group 3: Social and Environmental Goals - The plan aims to improve the quality of life for residents by enhancing public services and ensuring equitable access to resources [13][14]. - Environmental sustainability is a key focus, with initiatives to improve ecological quality and achieve carbon peak goals [12][14]. - The development of a modern agricultural system is emphasized, aiming to enhance food security and promote rural revitalization [33][34]. Group 4: Governance and Market Reforms - The plan outlines the need for comprehensive reforms to enhance market efficiency and reduce competition that leads to inefficiencies [24][25]. - It stresses the importance of a unified market and the removal of barriers to facilitate smoother resource allocation [24][25]. - The governance framework aims to enhance administrative efficiency and public trust in government [11][12].

Investment Rating - The report maintains an "Accumulate" rating for the electric power equipment industry [1] Core Views - The lithium battery prices are rapidly linked, and there is significant long-term potential in space photovoltaic technology [1] - The energy storage sector is expected to see substantial growth, with a projected increase of over 60% in 2026 due to rising demand and supply constraints [3][7] - The electric vehicle market is anticipated to grow by 15% in 2026, supported by continued subsidies and a strong export contribution [26] Industry Trends - The electric power equipment sector experienced a decline of 2.18%, underperforming the market, with specific segments like wind power and new energy vehicles showing slight increases [3] - The report highlights the release of independent energy storage capacity compensation in Hubei Province at 165 RMB/kW·year, indicating government support for energy storage development [3] - The report notes that the global energy storage market is expected to grow significantly, with the U.S. projected to see a 60% increase in energy storage installations in 2025 [7] Market Prices and Changes - Lithium carbonate prices are reported at 112,500 RMB/ton, showing a slight decrease of 0.9% [3] - The average price of polysilicon is reported at 53.00 RMB/kg, with no change, while N-type silicon wafers have seen a price increase of 20% [3] - The report indicates that the average bidding price for onshore wind power is 1,800 RMB/kW, reflecting a competitive market environment [3] Company Performance - Companies like Ningde Times and BYD are highlighted for their strong performance, with Ningde Times expected to see a net profit of 11-16 billion RMB in 2025, representing a year-on-year increase of 127%-230% [3] - Tianqi Lithium and Ganfeng Lithium are noted for their strategic partnerships and production capacity expansions, positioning them well in the lithium supply chain [3] - The report emphasizes the strong growth potential for companies involved in energy storage and lithium battery production, recommending investments in leading firms such as Ningde Times and Yiwei Lithium Energy [3][6]

A股三大指数集体高开，沪指涨0.46%，报3986.97点，深成指涨0.8%，报13633.63点，创业板指涨 0.84%，报3229.93点，科创50指数涨1.24%，报1360.9点。沪深两市合计成交额280.83亿元，全市场超 3100只个股上涨。 热门中概股集体走强。纳斯达克中国金龙指数单日大涨4.38%，创去年5月12日以来的最大单日涨幅。 其中，刚宣布分拆芯片业务IPO的百度收涨15.03%、阿里巴巴涨6.25%、腾讯ADR涨5.23%、网易涨 7.22%、台积电涨5.17%、富途控股涨8.68%、哔哩哔哩涨7.24%、万国数据涨9.86%、小马智行涨 10.83%。 港股三大指数上周五迎来2026年"开门红"。截至收盘，恒生指数涨2.76%，报26338.47点；科技指数涨 4%，报5736.44点；国企指数涨2.86%，报9168.99点。 从行业表现看，半导体、互联网科技、家电、汽车及商业航天相关个股成为当日领涨主力。 【假期重要资讯】 1、韩国总统李在明访华，四大龙头集团掌门随行 4日下午，韩国总统李在明乘机抵达北京首都国际机场，开启为期4天的访华行程。此次出访最核心的看 点，无疑是那支规 ...

港股恒生指数开盘涨0.09%，报26361.44点，恒生科技指数涨0.33%，报5755.28点，国企指数跌0.03%， 报9166.25点，红筹指数跌0.22%，报4074.78点。 大型科技股中，阿里巴巴-W涨1.41%，腾讯控股涨0.16%，京东集团-SW跌0.26%，小米集团-W涨 0.79%，网易-S跌0.26%，美团-W跌0.38%，快手-W涨5.89%，哔哩哔哩-W涨0.85%。 油气设备与服务股高开，山东墨龙涨超13%；黄金股活跃，紫金黄金国际涨超1%；电力设备股低开， 金风科技跌超4%；中资券商股普跌，招商证券跌超1%。 港股三大指数上周五迎来2026年"开门红"。截至收盘，恒生指数涨2.76%，报26338.47点；科技指数涨 4%，报5736.44点；国企指数涨2.86%，报9168.99点。从行业表现看，半导体、互联网科技、家电、汽 车及商业航天相关个股成为当日领涨主力。热门中概股集体走强。纳斯达克中国金龙指数单日大涨 4.38%，创去年5月12日以来的最大单日涨幅。 中金公司分析，大涨的原因：1）应不是资金大举涌入（沪港通关闭，港股成交没有大幅放大，港币走 弱）；2）应不是政策大幅变 ...

Important Matters - Zhongwei Company plans to acquire 64.69% equity of Hangzhou Zhonggui, with stock resuming trading on January 5 [1] - Yushu Technology has not applied for any "green channel" related matters [1] - Luxshare Precision reports that its core business is progressing smoothly and there are no abnormal situations affecting normal operations [1] - Yanjing Co. intends to acquire control of high-frequency circuit board manufacturer Yongqiang Technology, with stock suspended; the latter's high-end products have been certified by Intel and Huawei [1] - Fangda Carbon has terminated its participation in the substantive merger and reorganization of Shanshan Group and its wholly-owned subsidiary [1] Investment Operations - China Nuclear Power's Unit 2 of the Fujian Zhangzhou Nuclear Power Plant is ready for commercial operation [1] - Guoxin Technology's newly developed neural network processor DPNPU has successfully passed internal testing [1] - Zhongmin Resources has commenced trial operation of its 30,000 tons per year high-purity lithium salt technical transformation project [1] - Longpan Technology plans to invest 2 billion yuan in a high-performance lithium battery cathode material project [1] - Greeenme has shipped over ton-level products of high nickel ternary cathode materials and lithium-rich manganese-based cathode materials [1] - Zhongjian Technology plans to develop a collaborative project in intelligent robotics [1] - Qinchuan Machine Tool's humanoid robot main products have been supplied in bulk [1] - Xingqi Eye Medicine's application for atropine sulfate eye drops has been approved [1] - Jincai Hulin intends to acquire 51% equity of Wuxi Sanli Robot Parts Company for 63.43 million yuan [1] - Shengyi Technology has signed a 4.5 billion yuan investment intention agreement for a high-performance copper-clad laminate project, targeting AI, cloud computing, and 6G communication fields [1] - Tianlong Co. plans to acquire 54.87% equity of Suzhou Haomibo for 232 million yuan, entering automotive intelligent driving, low-altitude flight, and robotics sectors [1] - Kexin Electromechanical is exploring potential market opportunities in commercial aerospace based on its technology accumulation in special materials welding [1] Partnerships and Collaborations - Mengwang Technology has signed a 60 million yuan cooperation agreement for the research and production of drones with Shenzhou Liuhe [2] - Shengyi Technology has signed a 4.5 billion yuan investment intention agreement for a high-performance copper-clad laminate project [2] - Tenglong Co. plans to establish a joint venture for a liquid cooling computing power center and has signed an investment intention agreement [2] Capital Operations - CATL has repurchased a total of 15.99 million A-shares, with a total transaction amount of 4.386 billion yuan [2] - Nova Star Cloud has established a participating fund and completed an investment in Blue Arrow Aerospace, holding 0.8189% of its shares [2] Performance - SAIC Group expects to sell 1.643 million new energy vehicles in 2025, a year-on-year increase of 33.1% [3] - Changan Automobile anticipates sales of 2.913 million vehicles in 2025, a year-on-year increase of 8.5% [3] - BYD projects cumulative sales of 4.6 million new energy vehicles in 2025, a year-on-year increase of 7.73% [3] - Bailong Oriental expects a year-on-year increase in net profit of 46.34%-70.73% for 2025 [3]

Core Viewpoint - The article emphasizes a favorable economic outlook for the spring of 2025, supported by improved PMI data and a lack of significant downward risks, which may lead to a sustained bullish market trend [2][5]. Economic Indicators - The December 2025 PMI showed a seasonal improvement, with production, new orders, and new export orders all significantly better than seasonal averages, attributed to the later timing of the Spring Festival in 2026 and the pre-emptive nature of export orders [2][3]. - The absence of major economic downturn risks creates a continuous window for market performance, particularly as the A-share market is expected to see a positive start to the year [5]. Market Dynamics - Economic and industrial changes are slow variables, while capital supply and demand are fast variables, which will be more pronounced in the spring market. The influx of capital from insurance and foreign investments is anticipated to support the A-share market [5][8]. - The year-end surge in the CSI A500 ETF indicates a stable influx of marginal funds, which is expected to continue into the new year, enhancing market sentiment and broadening the profit-making effect across sectors [5][8]. Investment Opportunities - The spring season is identified as a critical time for potential investment opportunities, particularly in technology sectors and cyclical industries, with themes such as AI, commercial aerospace, and robotics gaining traction [9][10]. - The article suggests that the conditions for a comprehensive bull market in 2026 are gradually being established, driven by improvements in the manufacturing sector and increased foreign investment interest [8][9]. Sector Performance - The article highlights the performance of various sectors, noting that defense, machinery, and automotive sectors are showing continued profit expansion, while sectors like consumer goods and real estate are experiencing contraction [13]. - The relative strength of the ChiNext index compared to the CSI 300 indicates a shift in market dynamics, with a focus on high-performing stocks within the growth sectors [12]. ETF Trends - The article provides insights into the performance of various ETFs, noting significant changes in share volumes and price movements, which reflect broader market trends and investor sentiment [14].

今年元旦假期，是海南自贸港全岛封关后的首个假期，海南全省接待游客217.16万人次，与2025年 同口径对比增长25.2%；旅游总花费31.36亿元，增长28.9%。同期，海口海关共监管离岛免税购物金额 7.12亿元，同比增长128.9%。某免税城市场部总监侯晓飞透露，国外游客增长幅度尤其明显。 侯晓飞：来自国外的游客量有很大增幅，像来自俄罗斯、北美、欧洲的游客，按照数据统计，有 3%至5%的数据增幅。 央广网北京1月5日消息（记者丁飞 潘嵘）据中央广播电视总台中国之声《新闻和报纸摘要》报 道，文化和旅游部4日公布：元旦假期，全国国内出游1.42亿人次，国内出游总花费847.89亿元。各地文 旅活动丰富多彩，冬季特色文旅产品供给丰富，助推岁末年初市场持续升温。 今年，中央继续安排超长期特别国债资金，各地按比例安排配套资金，支持消费品"以旧换新"政策 实施，元旦假期，更多绿色、智能产品进入百姓生活，进一步激发消费市场活力。商务部商务大数据显 示，智能健康设备、智能穿戴设备销售额分别增长20%和15%以上，一级能效家电销售额增长超10%。 商务部商务大数据显示，假期三天，餐饮消费增长2.8%，全国78个重点步行街 ...