证券日报网讯 1月26日，久之洋（300516）在互动平台回答投资者提问时表示，公司目前专注于红外热 像仪、激光传感器、光学元件及膜系镀制、星体跟踪器等核心业务，产品广泛应用于国防领域以及工业 测温、电力巡检、高端装备制造、低空经济、卫星互联网等领域。公司积极响应国家航天强国战略，已 在商业航天和卫星互联网领域进行了布局，目前聚焦于星间、星地之间通信载荷的核心部件、组件的开 发和研制。公司将持续关注市场需求和行业动向，积极拓展合作机会；同时强化产品的技术优势与市场 竞争力，从而推动业务发展和提升综合竞争力。 ...

格隆汇1月26日丨久之洋(300516.SZ)在投资者互动平台表示，公司目前专注于红外热像仪、激光传感 器、光学元件及膜系镀制、星体跟踪器等核心业务，产品广泛应用于国防领域以及工业测温、电力巡 检、高端装备制造、低空经济、卫星互联网等领域，暂无产品应用到光刻机上。 ...

格隆汇1月26日丨久之洋(300516.SZ)在投资者互动平台表示，公司目前专注于红外热像仪、激光传感 器、光学元件及膜系镀制、星体跟踪器等核心业务，产品广泛应用于国防领域以及工业测温、电力巡 检、高端装备制造、低空经济、卫星互联网等领域。公司积极响应国家航天强国战略，已在商业航天和 卫星互联网领域进行了布局，目前聚焦于星间、星地之间通信载荷的核心部件、组件的开发和研制。公 司将持续关注市场需求和行业动向，积极拓展合作机会；同时强化产品的技术优势与市场竞争力，从而 推动业务发展和提升综合竞争力。 ...

Core Viewpoint - The company is currently focused on core business areas including infrared thermal imaging, laser sensors, optical components and film coating, and star trackers, while actively pursuing opportunities in high-end equipment manufacturing, low-altitude economy, and satellite internet [1] Group 1 - The company has not yet ventured into 6G-related technologies and business areas [1]

Core Viewpoint - The company, Jiuzhiyang, is actively involved in the application of its infrared thermal imaging and laser sensor products in the field of autonomous driving, particularly in government drone and vehicle platforms [1] Group 1: Product Applications - The company's products are primarily utilized as core sensing components in autonomous driving applications [1] - Current applications include government drone and vehicle platforms [1] Group 2: Market Engagement - The company has not established partnerships with major electric vehicle manufacturers such as Changan, BAIC, Zhejiang Sebao, and Xiaopeng [1] - The company plans to continuously monitor market dynamics in emerging fields like autonomous driving [1] - The company aims to actively plan for new business development in line with its actual situation [1]

Group 1 - The company has made advancements in the field of autonomous driving, particularly through the application of its infrared thermal imaging cameras and laser sensors as core perception components in government drone and vehicle platforms [2] - The company has not established partnerships with electric vehicle manufacturers such as Changan, BAIC, Zhejiang Sebao, and Xiaopeng, but it will continue to monitor market trends in emerging fields like autonomous driving [2] - The company is actively planning new business developments in line with its actual situation while keeping an eye on the dynamics of the autonomous driving market [2]

Group 1 - Quantum Computing appointed Dr. Yuh-Ping Huang as CEO effective January 1, 2026, after serving as interim CEO since April 11, 2025, to lead the transition from prototype development to industrial-scale manufacturing of quantum photonic systems [1] - Quantum Computing acquired Luminar's semiconductor equity for $110 million following Luminar's bankruptcy after losing a contract with Volvo, enhancing its asset and patent portfolio in photonic technology [1] - The acquisition allows Quantum Computing to expand Luminar's existing non-quantum customer base, facilitating the commercialization of quantum devices [1] Group 2 - As of the latest report, Quantum Computing has a market capitalization of $2.291 billion [4] - There are reports that the U.S. government plans to directly invest in several quantum computing companies, which Dr. Huang described as an "exciting" prospect [4]

Core Viewpoint - The company, Jiuziyang, focuses on infrared thermal imaging, laser sensors, optical components, film coating, and star trackers, emphasizing its unique market positioning and competitive advantages compared to peers like Gaode Infrared [1] Group 1: Business Focus - The company specializes in core business areas including infrared thermal imaging, laser sensors, optical components, film coating, and star trackers [1] - The company maintains a market-oriented operation, balancing efficiency and effectiveness [1] Group 2: Competitive Positioning - The company and Gaode Infrared operate in the same infrared sector but have different product directions and technological paths, leading to distinct market positions [1] - Each company possesses unique competitive advantages and market domains [1] Group 3: Operational Strategy - The company is committed to enhancing research and production capabilities to create high-quality differentiated products [1] - The company aims to optimize service processes to continuously improve its market position and competitiveness [1] - The strategy focuses on effectively combining state-owned enterprise efficiency with market efficiency [1]

盘前市场动向 1.12月16日(周二)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.03%，标普500指数期货跌0.13%，纳指期货跌0.23%。 | 3.截至发稿，WTI原油跌1.69%，报55.71美元/桶。布伦特原油跌1.63%，报59.57美元/桶。 | | --- | | 2.截至发稿，德国DAX指数跌0.43%，英国富时100指数跌0.45%，法国CAC40指数跌0.11%，欧洲斯托克50指数跌0.28%。 | 市场消息 今夜揭晓!"异常"非农成美联储风向标，任何偏离预期都将放大市场冲击。今晚即将公布的非农就业报告将成为投资者关注的焦点。根据一项对经济学家调 查的中值预测显示，11月非农就业人数预计增加5万人;失业率则可能达到4.5%，延续数月来的攀升趋势，升至2021年以来的最高水平。这份报告不仅让人们 得以审视期待已久的美国劳动力市场真实状况，还将为明年利率路径奠定基调。不过，由于政府停摆的影响，数据的不确定性和异常因素都比往常更为显 著。此外，美国商务部还将同步发布10月零售销售数据。在剔除汽车和汽油销售后，经济学家预计消费支出增速将有所加快，这表明四季度初消费者需求保 持稳健态势 ...

盘前市场动向 1. 12月16日(周二)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.03%，标普500指数期货跌0.13%，纳指期货跌0.23%。 | 2. 截至发稿，德国DAX指数跌0.43%，英国富时100指数跌0.45%，法国CAC40指数跌0.11%，欧洲斯托克50指数跌0.28%。 | | --- | | 3. 截至发稿，WTI原油跌1.69%，报55.71美元/桶。布伦特原油跌1.63%，报59.57美元/桶。 | 英伟达(NVDA.US)收购SchedMD，以开源战略加固AI生态护城河。SchedMD的核心业务是提供大规模计算任务调度软件，这类任务往往需要占据数据中心 服务器的巨量资源。该公司的开源技术Slurm允许开发者与企业免费使用其基础软件，公司主要营收来源于工程实施与维护支持服务。本次交易财务条款尚 未披露，英伟达承诺将继续以开源形式分发SchedMD的软件产品。英伟达表示："支持最新英伟达硬件的Slurm系统已成为生成式AI关键基础设施的重要组成 部分，被基础模型开发者与AI构建者广泛用于管理模型训练和推理需求。"这家芯片巨头正通过加大开源技术投入、强化AI生态布局，以应对 ...