大型成套精密制程装备中试平台依托博众精工科技股份有限公司建设，聚焦消费类电子、汽车新能源 及离散型机加制造三大领域。平台以高端装备与智能制造为核心，致力于打造集新高端装备中试验 证、加工与装配工艺验证、数字化工业设计协同于一体的综合性中试平台。 近日，2025年省级制造业中试平台升级名单公布。全省共24个中试平台入选，吴江区先进印染制造和 大型成套精密制程装备两大中试平台成功上榜，为区域制造业高质量发展再添新引擎。 先进印染制造中试平台依托盛虹集团有限公司构建，可提供化学品应用验证、纺织新产品开发、工艺 优化等全方位中试服务。该平台重点开展纤维新材料、新型织物等高端面料的中试开发，开展新染 料、新助剂、新印染工艺及新型环保治理技术的对比验证，同时承担新型染整设备和智能软件的首台 (套)试用验证与性能评价任务。 中试平台正在成为吴江制造业从"实验室"迈向"生产线"的关键桥梁。截至目前，吴江区已获评工信部 重点培育中试平台2个、省级中试平台2个和省级培育中试平台10个。 ...

（来源：嘉兴日报） 转自：嘉兴日报 ■记者 吴晓慧 实习生 丁诗睿 通讯员 张良娜 其中，联合招商项目将充分发挥"泛浙大"资源和国内外浙大系招商基地作用，联合开展招商引资、招才 引智活动，助推招引一批现代农业、时尚产业、装备制造等产业链优质项目落户天凝，推动产业层次提 升和创新资源集聚。 植绒、印染行业是支撑天凝当地经济发展的重点行业。本次签约的数字孪生工厂建设项目和透明工厂建 设项目，将依托实验室数字孪生及智能生产线控制技术优势，构建数字孪生工厂，推动传统纺织印染产 业向数字化、智能化转型升级。 本报讯 近日，嘉善县天凝镇与浙江大学长三角智慧绿洲创新中心举行全面战略合作暨首批项目签约仪 式，双方校地合作迈入新阶段。 此次合作是"需求"与"供给"的精准对接。立足本土产业基础，结合新质生产力发展要求，天凝镇正着力 构建"高端装备制造、时尚纺织、现代建筑"三大主导产业和"新能源新材料、电子信息"两大新兴产业 的"3+2"产业格局。"此次与浙大智慧绿洲达成战略合作，是我们抓住新质生产力发展机遇，发展壮 大'3+2'产业格局的关键一步。"天凝镇相关负责人表示，双方将以此次签约为起点，开展全方位、多层 次合作。 在首批 ...

Group 1 - The article highlights that 39 out of 360 industry/theme ETFs reached new highs in December, with established sectors like telecommunications and non-ferrous metals reflecting North American AI infrastructure and resource logic, while new sectors like commercial aerospace ETFs are gaining attention during market fluctuations [2] - The focus on sectors such as chemicals and engineering machinery indicates a shift in China's manufacturing competitiveness towards pricing power, while sectors related to anti-involution, like new energy and steel, are also showing signs of recovery [2] - The investment strategy suggests a preference for sectors with low heat and concentration but potential for long-term ROE improvement, such as chemicals, engineering machinery, and new energy, alongside a keen observation of the trend of RMB appreciation [3] Group 2 - The article discusses the favorable conditions for the spring market rally, emphasizing liquidity-driven characteristics in the A-share market, with expectations for a surge in the CSI A500 ETF towards year-end [3] - It notes that the spring market is supported by loose liquidity, with private equity making concentrated purchases and the RMB's appreciation benefiting market liquidity [3] - The potential for a spring rally is further supported by upcoming events like the Spring Festival and the Two Sessions, which may enhance risk appetite [3] Group 3 - The article indicates that the RMB's appreciation post "breaking 7" is expected to have a positive impact on both the currency and capital markets, with a potential for a spring rally [4][5] - It outlines four key logic points regarding the impact of RMB appreciation on industry allocation, including benefits for industries with high import reliance, those with significant foreign currency liabilities, and domestic demand-driven sectors [5] - The article suggests that the current market conditions do not show clear signs of a bull market peak, with internal policies remaining supportive and external risks easing [6] Group 4 - The article identifies new investment themes emerging in the commodity market and real industry chains, highlighting the increasing consumption of physical goods in manufacturing sectors and the strengthening of China's manufacturing advantages [7] - It recommends focusing on industrial resource products that resonate with AI investment and global manufacturing recovery, as well as sectors like equipment exports and domestic manufacturing recovery [7] - The article emphasizes the importance of capital market expansion and the potential for non-bank financial sectors to benefit from improving asset returns [7] Group 5 - The article states that the A-share market's cross-year rally has begun, driven by positive signals from the Shanghai Composite Index and optimistic institutional investor expectations [8] - It highlights the importance of sectors like non-ferrous metals and AI computing, with commercial aerospace being a primary market focus [8] - The article suggests that the spring market may see a structural and rapid rotation of sectors, with a recommendation for investors to adopt a low-buying strategy [12]

Group 1 - The core viewpoint is that the A-share market is experiencing a cross-year rally, driven by liquidity and positive policy expectations, with a focus on sectors like AI, commercial aerospace, and materials [9][10][11] - 39 out of 360 industry/theme ETFs reached new highs in December, with established sectors like telecommunications and non-ferrous metals leading, while new sectors like commercial aerospace are gaining traction [1] - The market consensus is shifting towards sectors representing competition in next-generation infrastructure between China and the US, with a focus on manufacturing and pricing power in the global market [1][2] Group 2 - The strategy emphasizes structural opportunities in a volatile market, with a preference for sectors with low concentration but rising attention and long-term ROE potential, such as chemicals and engineering machinery [2] - The outlook for the RMB is positive, with expectations of appreciation driven by improved domestic conditions and external factors, which could lead to significant capital inflows and asset revaluation [4][5] - The spring market is expected to benefit from favorable conditions, including liquidity support and upcoming policy events, with a focus on technology and cyclical sectors [3][10][12] Group 3 - The investment focus is on sectors that benefit from RMB appreciation, such as those with high import material dependency and those that can leverage increased domestic purchasing power [5] - The market is characterized by a structural rotation, with a focus on technology themes and sectors like commercial aerospace, nuclear power, and robotics [12][14] - The overall sentiment is optimistic, with expectations of a continued upward trend in the market leading up to the Spring Festival, supported by strong institutional buying and favorable policy expectations [11][13][14]

每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 （记者 曾健辉） 2024年1至12月份，迎丰股份的营业收入构成为：印染占比98.72%，其他业务占比1.28%。 截至发稿，迎丰股份市值为42亿元。 每经AI快讯，迎丰股份（SH 605055，收盘价：9.58元）12月26日晚间发布公告称，公司第四届第一次 董事会会议于2025年12月26日在公司会议室以现场结合通讯表决方式召开。会议审议了《关于聘任公司 董事会秘书的议案》等文件。 ...

每经AI快讯，迎丰股份（SH 605055，收盘价：9.58元）12月26日晚间发布公告称，根据公司管理规 划，为适应公司未来业务发展及资产整合需要，公司拟以土地使用权及地上附着物等资产以评估值作价 约4.33亿元向公司全资子公司宇波新材料增资，其中拟增加注册资本约4.32亿元，其余部分计入宇波新 材料的资本公积。本次增资完成后，宇波新材料的注册资本由50万元增加至4.33亿元，增资后，公司对 宇波新材料的持股比例仍为100%。宇波新材料将按照相关法律法规办理相关资产变更手续及注册资本 变更登记。 2024年1至12月份，迎丰股份的营业收入构成为：印染占比98.72%，其他业务占比1.28%。 每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 （记者 张明双） 截至发稿，迎丰股份市值为42亿元。 ...

Group 1 - The core viewpoint is that the market is beginning to focus on the potential for a sustained appreciation of the RMB, which could influence asset allocation strategies [1] - Approximately 19% of industries may see profit margin improvements due to RMB appreciation, leading to increased investor interest in these sectors [1] - Key sectors to watch under a strengthening RMB include aviation, gas, and paper industries driven by short-term muscle memory, as well as upstream resources, consumer goods, and services influenced by profit margin changes [1] Group 2 - The 2026 spring market is anticipated to be active, with a focus on non-mainstream sectors such as policy themes and high-dividend stocks, while the mainline structure (AI industry chain, cyclical stocks) may have limited upward potential [2] - A classic "cross-year-spring" market is forming, with significant institutional investors increasing their holdings in broad-based ETFs, indicating stable incremental capital for the market [3] - The A-share market is expected to resonate upward with global markets, driven by clear mid-term policy and liquidity expectations following the Federal Reserve's interest rate decisions [4] Group 3 - The current market is characterized by a narrow range of fluctuations, influenced by external factors such as U.S. AI bubble concerns and Japan's interest rate hikes, with a potential upward trend as investor sentiment improves [4] - The focus for A-share industry allocation includes dividend value, cyclical recovery, and thematic hotspots, particularly in metals, non-bank financials, and AI sectors [4] - The market is entering a critical window for cross-year layout, with attention on potential signals for a small rally around the New Year [5][6] Group 4 - The market is experiencing a structural trend change, with significant discrepancies in expectations for consumption, non-bank finance, and technology sectors as 2026 approaches [10][11] - Key investment themes include AI applications, commercial aerospace, and nuclear power, with a focus on sectors benefiting from domestic demand recovery and structural policy incentives [12] - The upcoming "15th Five-Year Plan" is expected to drive structural opportunities, particularly in AI, renewable energy, and quantum technology sectors [12]

Group 1 - The market is entering a critical window for cross-year layout, with expectations for A-shares to resonate upward with global markets by 2026, focusing on "technology + overseas expansion" as a continuing theme [1][2] - Current market conditions are characterized by narrow fluctuations, influenced by external factors such as concerns over the AI bubble in the US and interest rate hikes by the Bank of Japan [2][3] - Investor sentiment has recently dropped below 70, indicating a pessimistic outlook that may lead to a slight recovery in sentiment and upward market fluctuations [2] Group 2 - Industry allocation strategies include focusing on high dividend stocks, cyclical sectors, and thematic hotspots such as Hainan's duty-free shopping and nuclear power [2][4] - The anticipated "cross-year-spring" market rally is supported by early policy implementation and increased institutional investment in broad-based ETFs [4][5] - The potential for a structural outperformance in sectors like brokerage and technology is expected, driven by upcoming monetary policy changes and market liquidity improvements [7][8] Group 3 - The ongoing appreciation of the RMB is expected to influence asset allocation, with approximately 19% of industries likely to see profit margin improvements due to currency appreciation [3] - Key sectors benefiting from policy support include AI, aerospace, and innovative pharmaceuticals, while cyclical sectors like chemicals and energy metals may also see positive impacts [6][9] - The market is expected to experience a "spring rally" driven by favorable valuation levels, liquidity conditions, and catalysts that enhance risk appetite [6][12] Group 4 - The outlook for 2026 suggests a shift from a single narrative to a broader focus on physical demand and domestic policy benefits, with sectors like AI and consumer services poised for recovery [10][13] - Non-bank financials are highlighted as having significant earnings elasticity, while sectors like electric equipment and machinery are expected to benefit from AI investments and export demand [13][14] - The market is currently in a phase of adjustment before the anticipated cross-year rally, with a focus on structural opportunities aligned with policy directions and industry trends [11][14]

Group 1 - The core viewpoint is that a classic "cross-year-spring" market trend is brewing, with significant signals indicating its commencement [3] - Factors driving the appreciation of the RMB are increasing, and investors should adapt their asset allocation accordingly, focusing on industries that may benefit from this trend [1] - The market is expected to see a structural shift with a focus on cyclical sectors, particularly industrial metals, non-bank financials, and sectors related to domestic consumption [3][4] Group 2 - The investment strategy should consider three key clues: dividend value, layout of prosperous industries, and thematic hotspots [4] - The anticipated spring market in 2026 is expected to be driven by a combination of fundamental cyclical improvements and new technological trends [2] - The current market is characterized by a narrow range of fluctuations, influenced by external factors such as U.S. monetary policy and investor sentiment [4][6] Group 3 - The focus on AI and advanced manufacturing is expected to dominate the market, with a potential shift towards value and cyclical styles in the first half of 2026 [2] - The market is likely to experience a "value on stage, growth in action" dynamic, particularly as the Lunar New Year approaches [9] - There is a notable expectation for structural opportunities in sectors like AI, new energy, and controlled nuclear fusion, which are aligned with the "14th Five-Year Plan" [6][10]

Core Viewpoint - The brokerage strategy analysts remain optimistic about the spring market rally, awaiting an effective signal to initiate the movement [1] Group 1: Market Signals and Economic Indicators - Analysts from Xingzheng Strategy highlight that the liquidity expectations are shifting positively due to recent overseas events and a supportive domestic policy environment, indicating a transition from cautious behavior to actively seeking opportunities [1] - Key signals to watch for the potential market rally include the possibility of interest rate cuts and reserve requirement ratio reductions at the end of the year and early next year, with observation windows in early next week and January [1][2] - Important economic indicators such as PPI, PMI, M1, social financing, and annual reports from listed companies are expected to uplift the basic economic outlook [1][2] Group 2: Investment Trends and Sector Focus - The Guangfa Strategy team anticipates that 2026 will resemble an enhanced version of 2025, with continued support from insurance capital and regulation, alongside an acceleration in the migration of deposits from residents, particularly among high-net-worth individuals [1][2] - The trend of high-net-worth residents moving their deposits has already begun to accelerate, with new private equity fund registrations reaching 386 billion yuan from January to October 2025, with monthly registration sizes nearing levels seen in 2021 [1][2] - The Xinda Strategy team emphasizes the increasing elasticity of non-bank financial sectors, suggesting a potential rotation of market focus from banks to non-bank financials, with insurance valuations appearing more attractive [1][3] Group 3: Sectoral Opportunities and Predictions - Analysts suggest that sectors benefiting from policy support, such as AI, advanced manufacturing, and consumer services, are likely to see significant growth, with a projected net profit growth rate exceeding 30% in 2026 [2] - The market is expected to experience structural opportunities driven by policy guidance and industrial momentum, particularly in the context of the upcoming "14th Five-Year Plan" [3] - The spring market rally is anticipated to be influenced by the performance of cyclical sectors, with a focus on commodities and consumer sectors benefiting from increased consumption and fiscal stimulus [3]