高位股方面，实控人变更的锋龙股份17连板、嘉美包装25天17板、江化微4连板，商业航天概念股银河电子14天8板、巨力索具11天6板、九鼎新材（维权）7 天4板。 | 市场 | न्दिस्ते | 名称 | 录日涨幅 | 当日价格 | 换手率 | 全额 | 净买人 。 | | --- | --- | --- | --- | --- | --- | --- | --- | | A | 603256 | 宏和科技 图 | +9.99% | 47.43 | 5.27% | 21.29亿 | 4.10亿 | | 点 | 600759 | 洲际油气 8日 | +10.10% | 4.25 | 10.67% | 18.45 Z | 3.28 Z | | 深 | 002938 | 鵬鼎控股 | +10.00% | 59.95 | 2.39% | 31.72亿 | 3.25亿 | | 深 | 002639 | 雪人集团 | +9.99% | 22.79 | 22.33% | 31.83亿 | 3.16 Z | | 乐 | 601212 | 白银有色 | +10.04% | 9.43 | 8.33% | 55.551Z | 2 ...

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，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。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 2026年1月22日，雪人集团（sz002639）触及涨停，涨停价22.79元，涨幅9.99%，总市值176.08亿元，流 通市值148.28亿元，截止发稿，总成交额28.52亿元。 根据喜娜AI异动分析，雪人集团涨停原因可能如下，氢能源+可控核聚变+营收增长： 1、雪人集团在氢 能源和可控核聚变等前沿技术领域取得显著突破。其氦气压缩机技术国际领先，应用于国家重大科研项 目；拥有全球化研发体系，金属极板燃料电池电堆完成开发，氢能源全产业链布局优势明显，这些技术 优势为公司长期发展奠定基础。2025年前三季度公司营收增长24.26%，达16.31亿元，显示业务规模不 断扩大。 2、行业方面，氢能源和可控 ...

Quantum Technology - The report highlights the release of the world's first 3D-extended architecture 10,000-qubit quantum processor VIO-40K by QuantWare, which aims to overcome the scaling bottleneck of quantum processors and is compatible with NVIDIA's NVQLink platform [3][7][8] - The 2025 Zhongguancun Quantum Conference announced 16 quantum technology achievements and a 500 million yuan investment fund to support quantum entrepreneurship, showcasing advancements in quantum computing and applications in energy [3][13][14] Biomanufacturing - Levinthal Biotech completed a multi-million Pre-A round financing to accelerate the development of its AI-driven full-atom model protein design platform Pallatom, which addresses the design challenges of cyclic peptides [3][15][16] - Aopu Mai's acquisition of 100% of Pengli Biotechnology was approved, enhancing its capabilities in cell culture media and CDMO services, thereby expanding its market position [3][20][21] - Baiaosaitu has established a dual-platform listing strategy with its recent listing on the STAR Market, focusing on innovative drug development driven by gene editing technology [3][23][24] Hydrogen Energy and Nuclear Fusion - The report notes the deepening international cooperation in nuclear fusion, with a Chinese expert set to chair the ITPA Coordination Committee from 2026 to 2028, and the signing of a contract for the mass production of the ITER first wall [3][28][29] - Snowman Group's metal plate fuel cell stack project has passed final acceptance, marking a significant step in the commercialization of hydrogen energy technology [3][30][31] Brain-Computer Interface - Neuralink has demonstrated a significant efficiency breakthrough with its new surgical robot, reducing the electrode implantation time from 17 seconds to 1.5 seconds, showcasing advancements in surgical precision and safety [3][34][46] - The report emphasizes the competitive landscape, with the U.S. leading in invasive technologies while China excels in non-invasive applications, highlighting the ongoing developments in both sectors [3][48][49] Embodied Intelligence - Beijing Humanoid Robotics has launched the first fully autonomous humanoid robot tour guide solution, integrating IoT capabilities for various applications in exhibition halls and shopping malls [3][50][51] - The Shanghai humanoid robot pilot alliance was established to enhance the supply chain for humanoid robots, indicating a collaborative effort to scale the industry [3][53][54] - Yushu Technology has introduced a humanoid robot App Store, allowing users to upload and share action models, further promoting the commercialization of humanoid robotics [3][55]

Group 1 - The company signed a contract with Japan Hydrogen Power Co., Ltd. for the development of metal plate fuel cell stacks on November 21, 2022 [2] - The project has been fully completed and passed final acceptance, delivering comprehensive technical documentation and meeting performance testing requirements [3] - The successful implementation of this project enables the company to master core design technology for metal plate fuel cell stacks, establishing a solid technical foundation for large-scale production [3] Group 2 - The successful completion of the project signifies that the company has acquired core technology for metal plate fuel cell stacks, which are crucial components for fuel cell systems [4] - This development will significantly advance the industrialization process of fuel cell stacks and enhance the company's competitive edge in the hydrogen fuel cell system business [4]

Core Viewpoint - The successful completion of the contract with a Japanese hydrogen power company marks a significant milestone for the company in mastering the core technology of metal plate fuel cell stacks, which is crucial for enhancing the performance and cost-effectiveness of fuel cell systems [1] Group 1: Project Completion - The contract for the development of metal plate fuel cell stacks has been fully executed, and the project has recently passed final acceptance [1] - The project delivered complete technical documentation for the metal plate fuel cell stack, which has successfully undergone stability and durability performance tests, meeting the agreed specifications [1] Group 2: Technological Advancement - The successful implementation of this project has enabled the company's technical team to quickly grasp the core design of metal plate fuel cell stacks, establishing a comprehensive technical database [1] - This technological advancement lays a solid foundation for the large-scale production of fuel cell stacks, which are critical components of hydrogen fuel cell power systems [1] Group 3: Industry Impact - The successful development of the fuel cell stack technology is expected to significantly advance the industrialization process of fuel cell stacks, further enhancing the company's core competitiveness in the hydrogen fuel cell system business [1]

Core Viewpoint - The successful completion of the contract with a Japanese hydrogen power company marks a significant milestone for the company in mastering the core technology of metal plate fuel cell stacks, which is crucial for enhancing the performance and cost-effectiveness of fuel cell systems [1] Group 1: Project Completion - The contract for the development of metal plate fuel cell stacks has been fully executed, and the project has recently passed final acceptance [1] - The project delivered complete technical documentation for the metal plate fuel cell stack, which has successfully undergone stability and durability performance tests, meeting the agreed specifications [1] Group 2: Technological Advancement - The successful implementation of this project has enabled the company's technical team to quickly grasp the core design of metal plate fuel cell stacks, establishing a comprehensive technical database [1] - This technological advancement lays a solid foundation for the large-scale production of fuel cell stacks, which are critical components of hydrogen fuel cell power systems [1] Group 3: Industry Impact - The successful development of the fuel cell stack technology is expected to significantly promote the industrialization process of fuel cell stacks, further enhancing the company's core competitiveness in the hydrogen fuel cell system business [1]

Group 1 - Midea Group has completed its share repurchase plan, with a total amount reaching the upper limit of 10 billion yuan, repurchasing 135 million shares, accounting for 1.76% of the total share capital [1] - Mu Xi Co., Ltd. announced the results of its online issuance, with a total of 19,331 winning numbers, each allowing the subscription of 500 shares [2] - ST Yishite plans to transfer 418 million shares, representing 17.93% of the total share capital, to Hubei Jingjiang Industrial Investment Group, making it the controlling shareholder [4] Group 2 - China Merchants Heavy Industry plans to invest 258 million yuan in Shenshan Port Investment Company, acquiring a 20% stake [5] - Snowman Group's metal plate fuel cell stack project has passed final acceptance, establishing a solid technical foundation for mass production [6] - Honghua Digital Technology intends to acquire 49% of Shandong Yingkejie for 105 million yuan, making it a wholly-owned subsidiary [7] Group 3 - Tianfu Communication is planning to issue H-shares on the Hong Kong Stock Exchange, with details yet to be finalized [9] - Tianqi Lithium intends to apply for designated delivery warehouse qualifications for lithium hydroxide at the Guangzhou Futures Exchange [10] - Puran Co., Ltd. plans to acquire 49% of Noah Changtian's equity, which will become a wholly-owned subsidiary [11] Group 4 - Aerospace Rainbow is establishing a weather modification technology company with Zhongtian Rocket, with a total investment of 50 million yuan [12] - Yifan Pharmaceutical's products have been included in the 2025 National Medical Insurance Directory, enhancing its market position [13] - Weidi Co., Ltd. plans to acquire controlling stakes in Jiangsu Jiuxing Precision Technology [14] Group 5 - Agricultural Bank announced a cash dividend distribution of approximately 41.823 billion yuan for the first half of 2025 [20] - Cambridge Technology plans to increase capital by 100 million USD in its US subsidiary to expand production capacity [21] - Hunan Silver plans to conduct annual maintenance from December 9, 2025, to January 5, 2026 [22] Group 6 - Kemin Foods reported a 110.77% year-on-year increase in sales revenue from pig sales in November 2025 [23] - Yisheng Co., Ltd. reported a 28.43% year-on-year decrease in sales revenue from white feather broiler chicks in November 2025 [24] - New Tian Green Energy achieved a cumulative power generation of 13.3689 million MWh in the first 11 months of 2025, a year-on-year increase of 8.04% [25] Group 7 - Ankai Bus reported a 57.71% year-on-year increase in cumulative sales in the first 11 months of 2025 [27] - Daqin Railway completed a cargo transportation volume of 37.22 million tons in November 2025, a year-on-year increase of 1.75% [28] - Zhongtong Bus reported a 39.53% year-on-year increase in sales volume in November 2025 [29] Group 8 - Ringxu Electronics reported a 1.97% year-on-year decrease in consolidated operating revenue for the first 11 months of 2025 [31] - Xiangpiaopiao's major shareholder plans to reduce holdings by no more than 0.1% of the company's shares [32] - Zhongzi Technology's shareholder plans to reduce holdings by no more than 3% of the company's shares [33] Group 9 - Goldwind Technology's subsidiary reduced its holdings in Jinli Permanent Magnet, expecting an investment income of approximately 215 million yuan [34] - Hailun Zhe plans to repurchase shares worth 50 million to 100 million yuan [35] - Wentai Technology's major shareholder plans to reduce holdings by no more than 3% of the company's shares [37] Group 10 - Licheng Group signed a procurement agreement with Weijing Intelligent for humanoid robot components, with an estimated contract value of approximately 75 million yuan [40] - Jieshun Technology won the underground parking lot operation management project, expected to generate over 70 million yuan in revenue [42] - Jifutong is a candidate for the China Mobile procurement project, with expected amounts of 411 million yuan and 162 million yuan [43]

Core Viewpoint - The successful completion of the contract with the Japanese hydrogen power company signifies that the company has mastered the core technology of metal plate fuel cell stacks, which are crucial for the performance and cost of fuel cell systems [1] Group 1 - The company signed a contract for the development of metal plate fuel cell stacks on November 21, 2022, which has now been fully executed [1] - The project has recently passed final acceptance, delivering complete technical documentation for the metal plate fuel cell stack [1] - The product has successfully undergone performance tests for stability and durability, meeting the agreed performance indicators [1]

Core Viewpoint - The successful completion of the contract with the Japanese hydrogen power company signifies that the company has mastered the core technology of metal plate fuel cell stacks, which are crucial components for the performance and cost of fuel cell systems [1] Group 1: Project Completion - The company announced that the contract signed on November 21, 2022, has been fully executed and the project has recently passed final acceptance [1] - The project delivered complete technical documentation for the metal plate fuel cell stack, and the product has passed performance tests for stability and durability, meeting the agreed specifications [1] Group 2: Technological Significance - The successful completion of the project marks a significant milestone for the company in mastering the core technology of metal plate fuel cell stacks [1] - The fuel cell stack is identified as a critical component of the hydrogen fuel cell power system, playing a vital role in the performance and cost of the fuel cell system [1]

Group 1: Company Overview - The company is a globally recognized manufacturer of compressors and ice-making equipment, focusing on thermal power technology and serving various sectors including cold chain logistics and clean energy [3][10]. - The company aims to become a leader in the global cold and new energy equipment manufacturing industry [15]. Group 2: Financial Performance - As of May 9, 2025, the total number of shareholders is 121,693 [1]. - In Q1 2025, the net profit attributable to the parent company was 9.96 million, representing a year-on-year increase of 13.59% [12]. - The company's revenue in 2024 is projected to grow by 12.41% [7]. Group 3: Profitability and Margins - The gross margin for refrigeration equipment is nearly 30%, with a year-on-year increase of 4.95% due to growth in overseas business and improvements in management and production efficiency [2]. - The fourth quarter typically sees concentrated revenue recognition due to project settlement cycles, impacting quarterly performance [2]. Group 4: Cash Flow and Financial Compliance - The cash flow from operating activities includes 865 million from other operational cash receipts, primarily from bid deposits and inter-company fund transfers, which complies with financial accounting standards [2]. Group 5: Market and Product Development - The company’s products are widely used in cold chain logistics, air conditioning, and food processing, with annual sales accounting for approximately 15%-20% of total revenue [2]. - The company is actively developing new energy-efficient and environmentally friendly refrigerants to replace harmful substances like Freon [5][11]. Group 6: Future Directions and Innovations - The company is focusing on hydrogen energy development, collaborating with Japanese companies on fuel cell systems, and has completed the development of key components [12][14]. - The company is committed to the national dual carbon strategy, promoting clean heat pump technology to reduce fossil fuel usage [5][11]. Group 7: Competitive Advantages - The company possesses product technology advantages, brand strength, and green manufacturing capabilities, leading to rapid revenue growth in core compressor equipment [6]. - The company has developed a large-scale helium gas compressor for major scientific projects, achieving international leading technology standards [16].