Group 1 - The company Deep Technology announced that it will participate in a research meeting with Caitong Securities on January 22, 2026, where the company's Vice President Zhou Gengshan and Board Secretary Zhong Yan will address investor questions [1] Group 2 - The news highlights a broader context where U.S. assets are experiencing a decline, influenced by geopolitical tensions, including Trump's interest in Greenland and a Danish pension fund liquidating U.S. Treasury holdings [1]

Company Overview - The company is a leading global professional electronic manufacturing enterprise, consistently ranked among the top in the Electronic Manufacturing Service (EMS) industry by MMI [1] - Focuses on providing one-stop electronic product manufacturing services, including R&D, process design, production, supply chain management, logistics, and sales [1] - The development strategy is centered around three main businesses: storage semiconductors, high-end manufacturing, and intelligent metering terminals [1] Storage Testing and Packaging - The company is a leader in high-end storage chip testing and packaging in China, with a skilled R&D and engineering team [2] - Plans to expand production capacity in response to customer demand, as current facilities in Shenzhen and Hefei are operating at full capacity [2] - The sales volume of the disk substrate business has significantly increased compared to the previous year, with hard disk capacity upgraded from under 1TB to 36TB [2] High-End Manufacturing Strategy - The company prioritizes high-barrier, high-value-added businesses and aims to deepen digital transformation [2] - Focus on smart manufacturing, digital operations, and intelligent supply chains to enhance capabilities and promote domestic and international dual circulation [2] - Transitioning from "Made in China" to "Created in China" by fostering new productive forces and shifting from speed to quality [2] Information Disclosure Compliance - The company adheres to the Information Disclosure Management System, ensuring the accuracy, completeness, and timeliness of information disclosure [3] - No significant undisclosed information leaks occurred during the investor relations activity [3]

Group 1 - The stock of Purun Co., Ltd. increased by over 9% [1] - Previously, Saiteng Co., Ltd. hit the daily limit up [1] - Other companies such as Yingxin Development, Deep Technology, Kangqiang Electronics, and Kaipu Cloud also experienced gains [1]

Core Viewpoint - The company, Deep Technology (000021), focuses on providing one-stop electronic product manufacturing services for global customers, with products adaptable to various scenarios [1]. Group 1 - The company emphasizes its commitment to serving a global customer base [1]. - The products offered by the company are designed to be versatile and applicable in multiple contexts [1].

Core Viewpoint - The Shenzhen State-owned Enterprise ESG Index (970055) closed at 1468.49 points, down 0.27%, with a trading volume of 49.58 billion yuan and a turnover rate of 1.82% [1] Group 1: Index Performance - On the day, 15 constituent stocks rose, with Deep Technology leading at a 6.01% increase, while 33 stocks fell, with Taihe New Materials leading the decline at 3.31% [1] - The index's constituent stocks experienced a net outflow of 716 million yuan from main funds, while retail investors saw a net inflow of 826 million yuan [1] Group 2: Top Constituents - The top ten constituents of the Shenzhen State-owned Enterprise ESG Index are as follows: - Hikvision (sz002415) with a weight of 9.57%, latest price at 31.00, down 0.93%, total market value of 284.11 billion yuan [1] - Wuliangye (sz000858) with a weight of 9.23%, latest price at 105.16, down 0.88%, total market value of 408.19 billion yuan [1] - XCMG Machinery (sz000425) with a weight of 8.83%, latest price at 11.06, down 0.54%, total market value of 129.99 billion yuan [1] - Weichai Power (sz000338) with a weight of 7.59%, latest price at 20.94, up 3.66%, total market value of 182.46 billion yuan [1] - Luzhou Laojiao (sz000568) with a weight of 7.52%, latest price at 114.28, down 0.94%, total market value of 168.21 billion yuan [1] - Yun Aluminum (sz000807) with a weight of 5.93%, latest price at 32.46, down 2.11%, total market value of 112.57 billion yuan [1] - Inspur Information (sz000977) with a weight of 5.93%, latest price at 68.09, down 0.06%, total market value of 6.87 billion yuan [1] - AVIC Optoelectronics (sz002179) with a weight of 3.53%, latest price at 36.84, up 0.19%, total market value of 78.04 billion yuan [1] - Yanghe Distillery (sz002304) with a weight of 3.17%, latest price at 62.00, down 1.51%, total market value of 93.40 billion yuan [1] - Guangxun Technology (sz002281) with a weight of 2.96%, latest price at 76.50, down 2.55%, total market value of 61.71 billion yuan [1] Group 3: Fund Flow Details - The main fund inflows and outflows for selected stocks are as follows: - Deep Technology saw a main fund inflow of 674 million yuan, while retail investors had a net outflow of 499 million yuan [2] - Inspur Information had a main fund inflow of 11.9 million yuan, with retail investors seeing a net inflow of 83.04 million yuan [2] - XJ Electric had a main fund inflow of 72.56 million yuan, while retail investors had a net inflow of 4.76 million yuan [2] - Dong'e Ejiao had a main fund inflow of 31.32 million yuan, with retail investors experiencing a net outflow of 1.92 million yuan [2]

Core Viewpoint - The storage chip sector has seen a significant increase, with a rise of 4.08% on January 16, leading the concept sectors in terms of growth, driven by strong performances from several stocks [1][2]. Group 1: Sector Performance - The storage chip concept led the market with a 4.08% increase, while other sectors like Sora concept and advanced packaging saw declines of -4.67% and -4.34% respectively [2]. - Within the storage chip sector, 145 stocks experienced gains, with notable performers including Jin Sun (20% increase), Yingxin Development (10.16%), and Baicheng Co. (10.02%) [1][3]. Group 2: Capital Inflow - The storage chip sector attracted a net inflow of 16.514 billion yuan, with 116 stocks receiving net inflows, and 43 stocks exceeding 1 billion yuan in net inflow [2]. - The top stock for net capital inflow was Zhaoyi Innovation, with an inflow of 2.480 billion yuan, followed by Changdian Technology and Tongfu Microelectronics with inflows of 2.413 billion yuan and 1.418 billion yuan respectively [2]. Group 3: Stock Performance - Stocks with the highest net inflow ratios included Yingxin Development (30.62%), Changdian Technology (25.98%), and Baicheng Co. (20.63%) [3]. - Notable stock performances included Zhaoyi Innovation and Changdian Technology, both achieving a 10% increase, while other stocks like Yingxin Development and Baicheng Co. also showed strong gains [3][4].

Group 1 - The third-generation semiconductor concept index rose by 3.23%, ranking sixth among concept sectors, with 135 stocks increasing in value, including Tianyue Advanced and Jinyang Sun, which hit the 20% limit up [1] - Notable gainers in the sector included Sanan Optoelectronics, Yujing Co., and Tongfu Microelectronics, all reaching the limit up, while the biggest losers were Guanshang Technology, Antai Technology, and Haimeixing, with declines of 5.30%, 4.21%, and 3.77% respectively [1] Group 2 - The third-generation semiconductor sector saw a net inflow of 9.842 billion yuan, with 107 stocks receiving net inflows, and 24 stocks exceeding 100 million yuan in net inflows [2] - The top net inflow was from Changdian Technology, with 2.413 billion yuan, followed by Tongfu Microelectronics, Sanan Optoelectronics, and Shenzhen Technology, with net inflows of 1.418 billion yuan, 1.178 billion yuan, and 629 million yuan respectively [2] Group 3 - In terms of net inflow ratios, Changdian Technology, Sanan Optoelectronics, and Jinyang Sun led with net inflow rates of 25.98%, 23.66%, and 20.06% respectively [3] - The third-generation semiconductor concept's top stocks by net inflow included Changdian Technology, Tongfu Microelectronics, and Sanan Optoelectronics, with respective daily price increases of 10.00%, 10.00%, and 10.03% [3]

Market Overview - The market opened high but closed lower, with the Shanghai Composite Index down 0.26%, the Shenzhen Component Index down 0.18%, and the ChiNext Index down 0.2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.06 trillion yuan, an increase of 118 billion yuan compared to the previous trading day, with over 2,900 stocks declining [3] Semiconductor Sector - The semiconductor industry chain showed strong performance, with stocks like Changdian Technology hitting the daily limit and reaching a five-year high. Other stocks such as Meige Technology, Kangqiang Electronics, and Shenghui Integration also hit the daily limit [5] - The storage chip concept continued to rise in the afternoon, with Jiangbolong's market value reaching 148.2 billion yuan and increasing over 13%, while Baiwei Storage's market value reached 86 billion yuan with a rise of over 17%, both hitting historical highs [5] - According to a report from Counterpoint Research, the storage market has entered a "super bull market" phase, with expectations of a 40%-50% increase in Q1 2026 and an additional 20% increase in Q2 2026 [5] Investment Outlook - Guojin Securities suggests that the A-share market is likely to perform well in the future, driven by marginal improvements in liquidity, which is common during the spring market [9] - Huashan Securities emphasizes that the market's expectations for price stabilization and investment recovery are rising, with overall liquidity being ample and market activity high, which continues to drive market strength [9] - Huajin Securities believes that the slow bull market in A-shares will continue, focusing on growth stocks that are expected to rebound, with technology and cyclical sectors likely to see continued profit growth [9]

Group 1 - The core viewpoint of the news is that 深科技 (Shenzhen Technology) has shown significant stock performance and financial growth, with a notable increase in share price and revenue [1][2]. - As of January 16, 深科技's stock price increased by 2.17% to 28.71 CNY per share, with a total market capitalization of 451.23 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 13.57%, with a 21.45% increase over the past 20 trading days [1]. Group 2 - For the period from January to September 2025, 深科技 reported a revenue of 11.278 billion CNY, reflecting a year-on-year growth of 3.93%, and a net profit of 756 million CNY, which is a 14.27% increase [2]. - The company has distributed a total of 3.958 billion CNY in dividends since its A-share listing, with 702 million CNY distributed over the past three years [3]. - As of September 30, 2025, the top ten circulating shareholders of 深科技 include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable changes in their holdings [3].

Group 1 - The Advanced Packaging Index increased by 2% on January 16 [1] - Among the constituent stocks, Blue Arrow Electronics rose by 8% [1] - Kangqiang Electronics saw an increase of 5.74% [1] - Liyang Chips experienced a rise of 5.29% [1] - Deep Technology grew by 2.49% [1] - Changdian Technology increased by 2.30% [1]