盘面上看，保险、半导体板块走低，军工、石油、燃气、煤炭、钢铁等板块上扬，商业航天、可控核聚 变概念、CPO概念等活跃。 22日，两市股指午后发力拉升，沪指翻红，创业板指涨超1%，A股市场近3600股飘红。 截至收盘，沪指涨0.14%报4122.58点，深证成指涨0.5%，创业板指涨1.01%，沪深北三市合计成交约 2.72万亿元。 德邦证券指出，短期内较高的流动性水平下市场热点有望持续活跃，但政策方面对市场的影响也将持续 存在，短期内或更多以偏强震荡为主，可关注前期市场关注度相对较低的部分科技子板块。中长期来 看，"十五五"规划引领下政策托底（央行"适度宽松"货币政策）与产业升级（"反内卷"、半导体、商业 航天、可控核聚变等）形成长期支撑，且此前央行结构性降息及提出降准降息还有一定空间释放宽松信 号，市场慢牛格局有望延续。 （文章来源：证券时报网） ...

Core Viewpoint - The establishment of the Xiamen R&D Center by Yuanxiang New Materials aims to enhance the company's innovation capabilities and support its transformation into a leading provider of silicon-based material solutions [1] Group 1: R&D Center Establishment - Yuanxiang New Materials has officially opened its Xiamen R&D Center, leveraging the city's favorable business environment, talent resources, and policy support [1] - The center will focus on cutting-edge applications of nano new materials and high value-added products to achieve import substitution [1] Group 2: Strategic Goals - The R&D center will integrate technology research and development, investment and financing operations, industry-academia-research collaboration, and project incubation [1] - The establishment of the Xiamen R&D Center is expected to create synergies with the Shaowu R&D base, supporting the company's strategy of horizontal application diversification and vertical industry chain integration [1] Group 3: Talent and Innovation - The center aims to attract high-level talent from both domestic and international markets, promoting the accelerated industrialization of technological achievements [1] - The core values guiding the center include "people-oriented, innovation, hard work, integrity, and win-win" [1] Group 4: Industry Positioning - The establishment of the R&D center will help consolidate Yuanxiang New Materials' leading position in the nano silica industry for silicone rubber applications [1] - It will also accelerate technological breakthroughs in various sectors such as toothpaste, PE battery separators, coating matting agents, openers, tires, feed, and energy-saving insulation materials [1]

Core Viewpoint - Guoliang New Materials Co., Ltd. has officially listed on the Beijing Stock Exchange, focusing on high-temperature industrial refractory materials and emphasizing technological innovation and green development to enhance market competitiveness and brand influence [1][5]. Group 1: Company Overview - Guoliang New Materials specializes in providing comprehensive solutions for high-temperature industrial refractory materials, including both product supply and overall contracting services [1]. - The company's revenue for the periods from 2022 to the first half of 2025 was reported as 937.47 million yuan, 984.36 million yuan, 904.69 million yuan, and 511.50 million yuan, with net profits of 40.37 million yuan, 83.80 million yuan, 70.96 million yuan, and 41.50 million yuan respectively [1]. Group 2: Technological Innovation - The company has consistently prioritized technological innovation, investing in R&D with expenditures of 43.50 million yuan, 48.86 million yuan, 44.83 million yuan, and 23.99 million yuan during the reporting periods [2]. - Guoliang New Materials has received multiple accolades, including being named a "2024 Excellent Private Enterprise" by the Hebei Provincial Government and recognized as a national-level "specialized, refined, distinctive, and innovative" small giant [2][3]. Group 3: Green Development - The company adheres to a green development philosophy, having developed a series of environmentally friendly refractory materials with superior performance characteristics [4]. - Guoliang New Materials has implemented technologies for resource recycling, effectively addressing the use of post-service refractory materials and significantly reducing resource and energy consumption [4]. Group 4: Fundraising Projects - The fundraising projects from the listing include the technical transformation of the sliding water nozzle production line, an intelligent manufacturing project for 50,000 tons of magnesia-carbon bricks, and the construction of a 150,000-ton production line for recycled refractory materials [5][6]. - These projects aim to enhance production efficiency, expand market share, and improve the company's overall economic benefits and social image [6].

Group 1 - The core point of the article highlights that Bohai Leasing achieved a transaction volume of 1.023 billion RMB, marking a new high since December 11, 2024 [2] - The latest stock price of Bohai Leasing increased by 4.49%, with a turnover rate of 4.21% [2] - The previous trading day recorded a total transaction volume of 398 million RMB for the stock [2] Group 2 - Bohai Leasing Co., Ltd. was established on August 30, 1993, with a registered capital of 6.184521282 billion RMB [2]

据天眼查APP显示，盛达金属资源股份有限公司成立于1995年06月22日，注册资本68996.9346万人民 币。 （文章来源：证券时报网） 数据宝统计，截至14:43，盛达资源成交额21.83亿元，创上市以来新高。最新股价上涨0.98%，换手率 7.20%。上一交易日该股全天成交额为20.12亿元。 ...

据天眼查APP显示，大连百傲化学股份有限公司成立于2003年09月22日，注册资本70622.3654万人民 币。（数据宝） （文章来源：证券时报网） 数据宝统计，截至14:50，百傲化学成交额15.59亿元，创上市以来新高。最新股价下跌2.54%，换手率 5.82%。上一交易日该股全天成交额为14.24亿元。 ...

Group 1 - The core point of the article highlights that China Great Wall's trading volume reached 12.212 billion RMB, marking a new high since November 21, 2024 [2] - The latest stock price increased by 6.40%, with a turnover rate of 19.82% [2] - The previous trading day's total transaction volume for the stock was 2.501 billion RMB [2] Group 2 - China Great Wall Technology Group Co., Ltd. was established on June 19, 1997, with a registered capital of 32,257.99088 million RMB [2]

Core Viewpoint - China COSCO Shipping Specialized Carriers has won a bid for the complete vehicle logistics project of Chery Automobile in Peru, aiming to establish an efficient end-to-end vehicle supply chain system based in the Chancay Port of Peru, which will enhance Chery's market expansion in Latin America and deepen economic cooperation in the region [1] Group 1 - The project involves collaboration with various parties to build a high-efficiency supply chain for Chery's OMODA and JAECOO vehicles [1] - The initiative is expected to inject new momentum into Chery's expansion efforts in the Latin American market [1] - The logistics project is part of broader economic cooperation efforts in the Asia-Latin America trade [1]

融资融券数据显示，该股最新（1月21日）两融余额为9.38亿元，其中，融资余额为9.38亿元，较上一个 交易日减少1514.79万元，降幅为1.59%；近10日两融余额合计减少3038.49万元，降幅为3.14%，其间融 资余额下降3.14%。（数据宝） （文章来源：证券时报网） 科创板个股中，截至发稿上涨的共有251只，涨幅在10%以上的共有7只，除腾景科技之外，涨停的还有 明微电子、青云科技-U等，下跌的有342只，跌幅较大的有艾迪药业、路维光电、埃科光电，分别下跌 14.14%、9.30%、8.04%。 资金面上，腾景科技上一交易日主力资金净流入4516.79万元，近5日净流出1.85亿元。 1月22日尾盘科创板股腾景科技涨停，截至14:46，股价报215.02元，成交31.11亿元，换手率11.98%，振 幅15.64%。 ...

Group 1 - A new venture capital partnership named Shanghai Tongge Phase II has been established with a capital contribution of 100 million yuan [1] - The business scope of the partnership includes venture capital, specifically limited to investments in unlisted companies [1] - The partnership is co-funded by GoerTek Inc. (stock code: 002241) among other contributors [1]