Key News
1. The No. 1 Central Document for 2026 was released: Promoting the integration of artificial intelligence with agricultural development and expanding application scenarios for drones, the Internet of Things, and robots.
2. The People's Bank of China (PBOC): It will conduct 800 billion yuan of outright reverse repurchase operations on February 4th, with a term of 3 months.
3. The PBOC's net injection of 100 billion yuan into the open market for treasury bonds in January.
4. 4.9158 million new A-share accounts were opened in January 2026.
5. The Ministry of Industry and Information Technology (MIIT): Promoting breakthroughs in 6G, quantum technology, bio-manufacturing, hydrogen energy, brain-computer interfaces, and embodied intelligence.
6. The CPC Central Committee and the State Council: Fully launching the second round of pilot programs to extend land contracts for another 30 years across entire provinces.
Individual Stock News
1. Moore's Threads AI Coding Plan launched.
2. Kweichow Moutai: As of the end of January 2026, it had cumulatively repurchased 416,900 shares, with a total payment of 571 million yuan.
3. FAW Jiefang: Plans to use no more than RMB 10 billion of its own funds for entrusted wealth management.
4. Xingye Yinxi: Director, Vice President, and Board Secretary Sun Kai increased his holdings by 40,000 shares today.
5. Fulim Precision: Jointly with CATL, increased capital and expanded shares in its subsidiary Jiangxi Shenghua.
6. Rongda Photosensitive: The first high-end photosensitive circuit dry film photoresist production line is expected to start trial production in the second half of 2026.
7. Kailong Hi-Tech: Plans to acquire 70% equity of Jinwangda; its stock will resume trading on February 4th.
8. Woge Optoelectronics: Aerospace CPI products have not yet achieved mass production; microfluidic biochips do not involve chip design and manufacturing.
9. Tianqi Lithium: Plans to sell no more than 3,565,970 Class A shares of its investee company SQM.
10. Yanmai Technology: The company's acquired AXIS-TEC has silicon photonics wafer testing related products.
11. Hanjiang Heshan: Plans to acquire 99.9978% of Xingfu New Materials, adding PEEK business.
12. Fulim Precision: Jointly with CATL to increase capital and expand shares in its subsidiary Jiangxi Shenghua.
13. Juguang Technology: As of the third quarter of 2025, revenue from the optical communication field still accounts for a very low proportion of the company's total revenue.
