Core Viewpoint - The recent surge in the stock price of Lushin Venture Capital is attributed to the rising interest in the "commercial aerospace" sector, particularly due to the upcoming IPO of Blue Arrow Aerospace, which has a valuation exceeding 20 billion yuan [1][3][4]. Group 1: Stock Performance - On January 13, Lushin Venture Capital's stock hit a five-year high of 39.44 yuan per share, with a market capitalization of 29.36 billion yuan, marking an increase of over 140% in just 13 trading days [1][2]. - Since September 24, the company's stock has risen by more than 200% [2]. Group 2: Investment in Blue Arrow Aerospace - Lushin Venture Capital holds a total of 0.89% equity in Blue Arrow Aerospace through three funds, which has generated significant market interest [1][4]. - The funds under Lushin Venture Capital own approximately 320,340 shares of Blue Arrow Aerospace, valued at around 17.8 million yuan based on the company's 20 billion yuan valuation [4]. Group 3: Broader Investment Strategy - Lushin Venture Capital has invested in various hot concepts, including commercial aerospace and semiconductors, with stakes in companies like Beijing Aerospace and Chengdu Rongxi Semiconductor [1][6]. - The company has also invested in embodied intelligence projects such as Lush Stone Robotics and in the biomedicine sector with companies like Yingsais Intelligent and Weimai Medical [7]. Group 4: Financial Performance - For the first three quarters of 2025, Lushin Venture Capital reported revenues of 58.91 million yuan, a slight decrease of 0.03% year-on-year, while net profit increased by 3.43% to 321 million yuan [7]. - The investment income for the company reached 286 million yuan, a significant increase of 273.69% year-on-year, primarily due to stock disposals and gains from non-listed equity [7]. Group 5: IPO Pipeline and Challenges - Lushin Venture Capital has a total of 20 projects in its IPO pipeline, with three projects having their applications accepted by stock exchanges [9]. - The company has faced challenges with some of its investment projects, including the termination of the IPO application for Fujian Del Technology [11].

Strong Stocks - As of January 13, the Shanghai Composite Index fell by 0.64% to 4138.76 points, the Shenzhen Component Index decreased by 1.37% to 14169.4 points, and the ChiNext Index dropped by 1.96% to 3321.89 points [1] - A total of 75 stocks in the A-share market hit the daily limit, with the top three strong stocks being: Luxin Venture Capital (600783), Hangxiao Steel Structure (600477), and Julong Cable (002342) [1] - Detailed data for the top 10 strong stocks includes: - Luxin Venture Capital (600783): 13 days with 11 limit-ups, turnover rate of 20.18%, and closing price of 54.9 - Hangxiao Steel Structure (600477): 4 consecutive limit-ups, turnover rate of 15.79%, and closing price of 16.3 - Julong Cable (002342): 4 consecutive limit-ups, turnover rate of 39.34%, and closing price of 48.2 [1] Strong Concept Sectors - The top three concept sectors with the highest gains in the A-share market are: AI Applications, CRO Concept, and Cell Immunotherapy [2] - Detailed data for the top 10 concept sectors includes: - AI Applications: increased by 10.3% - CRO Concept: increased by 3.56% - Cell Immunotherapy: increased by 2.92% [3]

| 证券代码：600783 | 股票简称：鲁信创投 | | | 编号：临 | 2026-03 | | --- | --- | --- | --- | --- | --- | | 债券代码：155271 | 债券简称：19 | 鲁创 | 01 | | | | 债券代码：163115 | 债券简称：20 | 鲁创 | 01 | | | | 债券代码：137784 | 债券简称：22 | 鲁创 | K1 | | | | 债券代码：240884 | 债券简称：24 | 鲁创 | K1 | | | 鲁信创业投资集团股份有限公司 关于股票交易异常波动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 1 鲁信创业投资集团股份有限公司（以下简称"公司"或"本公司"）股 票于 2026 年 1 月 9 日、12 日、13 日连续 3 个交易日内收盘价格涨幅偏 离值累计达到 20%，根据《上海证券交易所交易规则》的有关规定，属 于股票交易异常波动情况。 涨幅较大风险：2026 年 1 月 13 日，公司股票以涨停价收盘。公司 ...

公司全资子公司山东省高新技术创业投资有限公司于 2026 年 1 月 13 日收到 潍坊亚星化学股份有限公司（以下简称"亚星化学"）发来的《<股权收购框架 协议>之终止通知》,因交易各方未能就收购山东天一化学股份有限公司达成进一 步意向，亚星化学决定终止本次收购交易，并终止此前签署的《股权收购框架协 议》。 特此公告。 鲁信创业投资集团股份有限公司董事会 2026 年 1 月 14 日 | 证券代码：600783 | 股票简称：鲁信创投 | | | 编号：临 | 2026-04 | | --- | --- | --- | --- | --- | --- | | 债券代码：155271 | 债券简称：19 | 鲁创 | 01 | | | | 债券代码：163115 | 债券简称：20 | 鲁创 | 01 | | | | 债券代码：137784 | 债券简称：22 | 鲁创 | K1 | | | | 债券代码：240884 | 债券简称：24 | 鲁创 | K1 | | | 鲁信创业投资集团股份有限公司 关于全资子公司转让参股公司股权交易进展的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 ...

格隆汇1月13日丨鲁信创投(600783.SH)公布，截至目前，公司参股的三只股权投资基金合计仅持有蓝箭 航天空间科技股份有限公司0.89%股权，股权穿透后对公司财务状况和经营成果影响较小。敬请广大投 资者理性投资、注意投资风险。 ...

格隆汇1月13日｜鲁信创投发布异动公告，公司股票于2026年1月9日、12日、13日连续3个交易日内收盘 价格涨幅偏离值累计达到20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动 情况。司注意到近期市场对商业航天领域以及公司参股基金在该领域的投资情况关注度较高。截至目 前，公司参股的三只股权投资基金合计仅持有蓝箭航天空间科技股份有限公司0.89%股权，股权穿透后 对公司财务状况和经营成果影响较小。敬请广大投资者理性投资、注意投资风险。 ...

2025年10月31日公司发布的三季报数据显示，前三季度公司共实现营业收入5891.12万元，同比下降 0.03%，实现净利润3.21亿元，同比增长3.43%。（数据宝） 鲁信创投(600783)今日涨停，全天换手率20.18%，成交额54.97亿元，振幅21.17%。龙虎榜数据显示， 沪股通净买入7074.69万元，营业部席位合计净卖出2.50亿元。 上交所公开信息显示，当日该股因日振幅值达21.17%上榜，沪股通净买入7074.69万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交8.84亿元，其中，买入成交额为3.53亿 元，卖出成交额为5.32亿元，合计净卖出1.79亿元。 具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第四大卖出营业部，买入金额为1.74亿 元，卖出金额为1.03亿元，合计净买入7074.69万元。 近半年该股累计上榜龙虎榜7次，上榜次日股价平均涨7.81%，上榜后5日平均涨38.19%。 资金流向方面，今日该股主力资金净流出8.55亿元，其中，特大单净流出6.59亿元，大单资金净流出 1.96亿元。近5日主力资金净流出5.27亿元。 融资融券数据显示，该股最 ...

主线热点 2026年1月12日凌晨，谷歌宣布与沃尔玛、塔吉特、Wayfair、Etsy等全球头部零售商达成合作，并正式 开源面向电商领域的AI智能体协议通用商业协议。隔夜美股中概股集体走强，阿里巴巴大涨10%。此前 受到马斯克宣布在7天内开源X最新一代推荐算法提振的AI应用端延续强势，GEO概念天龙集团、引力 传媒、利欧股份、三维通信实现连板晋级，不过20厘米中军蓝色光标放量巨震，仍受到其进入重点监控 名单影响，拖累弹性方向人气股流金科技、易点天下、值得买等纷纷炸板回落。整个应用端连板高度和 连板股家数的显著减少，对于弹性方向的赚钱效应压制明显。不过随着今日分歧的率先释放，若市场短 线情绪能够企稳，不排除20厘米方向部分个股存在反包修复可能。 英伟达宣布，将在未来五年内与礼来共同投资10亿美元建立人工智能药物实验室。AI医疗、AI制药概 念受此消息刺激双双爆发，泓博医药、美年健康一字涨停，带动思创医惠、诺思格、博济医药、贝瑞基 因等多股涨停。综合多券商研报观点，AI制药核心价值在于大幅提升药物早研效率，候选药物从靶点 发现到临床前候选药物确认时间有望显著缩短三分之二以上，因此一些主营聚焦于临床前试验的CXO ...

Group 1 - The market saw a total of 66 stocks hitting the daily limit up, with 29 stocks achieving consecutive limit ups, and 61 stocks failing to maintain their limit up status, resulting in a limit up rate of 52% (excluding ST and delisted stocks) [1] - Key focus stocks included Fenglong Co., which experienced a 13-day consecutive limit up, and Aoyuan Ceiling, which achieved 7 limit ups in 9 days [1] - The commercial aerospace concept stock Luxin Chuangtou recorded 11 limit ups over 13 days, while AI application stock Yili Media had 6 limit ups in 7 days [1]

鲁信创投盘中上演准"地天"板。 ...