Market Overview - The three major stock indices in A-shares opened higher, with the Shanghai Composite Index rising by 0.21%, the Shenzhen Component Index increasing by 0.37%, and the ChiNext Index up by 0.48% [1] - The STAR Market Index saw a slight increase of 0.04% [1] Sector Performance - The photovoltaic industry chain showed strong performance, particularly the space photovoltaic concept stocks, which led the gains [1] - Notable stocks such as Mingyang Smart Energy, Tuori New Energy, GCL-Poly Energy, Junda Co., and Shuangliang Eco-Energy hit the daily limit up, while stocks like Dongfang Risen, Optec, Aotwei, and Liancheng CNC opened over 10% higher [2] Hong Kong Market - The Hang Seng Index opened up by 0.35%, while the Hang Seng Tech Index saw a minor increase of 0.05% [3] - Stocks such as Pop Mart and Zijin Mining experienced significant gains, with Pop Mart rising over 4% and Zijin Mining nearly 3% [3]

Market Overview - The three major stock indices in A-shares opened higher, with the Shanghai Composite Index up by 0.21%, the Shenzhen Component Index up by 0.37%, and the ChiNext Index up by 0.48% [3][4] - The STAR Market Index saw a slight increase of 0.04% [3][4] Sector Performance - The photovoltaic industry chain showed strong performance, particularly the space photovoltaic concept stocks, which led the gains [3][4] - Notable stocks that hit the daily limit include Mingyang Smart Energy, Tuori New Energy, GCL-Poly Energy, JunDa Co., and Shuangliang Eco-Energy [4] - Other active sectors included gold, lithium mining, humanoid robots, and AI applications, while the commercial aerospace concept stocks experienced a slight pullback [3] Hong Kong Market - The Hang Seng Index opened up by 0.35%, and the Hang Seng Tech Index increased by 0.05% [5][6] - Noteworthy gainers included Pop Mart, which rose over 4%, and Zijin Mining, which increased nearly 3% [5]

格隆汇1月26日｜早盘太空光伏概念继续大幅高开，明阳智能、拓日新能、协鑫集成、钧达股份、双良 节能封涨停，东方日升、欧普泰、奥特维、连城数控高开超10%。消息面上，1月22日，马斯克在达沃 斯宣称，未来三年建设100GW光伏产能，用于地面数据中心与太空AI卫星供能。 ...

Investment Rating - Industry Rating: Recommended [5] Core Insights - The humanoid robot industry is accelerating towards mass production, driven by cost reduction demands and domestic suppliers' advantages in key components like precision transmission parts and electronic skin [15][16] - The sodium battery released by CATL showcases cost and performance advantages, with significant price increases in lithium carbonate impacting lithium battery costs, while sodium batteries are expected to achieve scale applications [19][20] - Domestic energy storage installations are experiencing substantial growth, with a diverse revenue structure and economic viability, benefiting leading companies in system integration and inverters [23] - The photovoltaic industry is poised for growth due to dual applications in ground and space, with HJT technology becoming a key direction for overseas expansion, enhancing global market potential [26][31] - China's wind power equipment exports are surging, with significant opportunities for leading companies in both domestic and overseas markets, supported by technological parity and cost advantages [27][40] - The electric equipment sector is entering a super boom cycle, driven by overseas demand and advancements in AI and smart grid technologies, with companies that possess strong channel resources and technical capabilities expected to benefit [42][43] Summary by Sections Humanoid Robots - The humanoid robot industry is seeing rapid industrialization, with major tech companies entering the market and expected mass production of Tesla's Optimus robot by the end of next year [15][16] - Key components suppliers in the T-chain are likely to benefit from the anticipated production ramp-up [16][17] Electric Vehicles - CATL's sodium battery demonstrates significant advantages in cost and performance, with the price of lithium carbonate impacting battery costs, while sodium batteries are expected to see widespread adoption [19][20] Renewable Energy - Domestic energy storage installations are on a growth trajectory, with leading companies in system integration and inverters set to benefit from the expanding market [23] - The photovoltaic sector is expected to grow due to advancements in HJT technology and increased global demand for solar installations [26][31] Wind Power - China's wind power equipment exports are increasing, with leading companies poised to capitalize on both domestic and international opportunities [27][40] Electric Equipment & AIDC - The electric equipment sector is entering a favorable cycle, with companies that have strong technical capabilities and market presence expected to benefit from increased overseas demand [42][43]

每日经济新闻 （记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每经讯，2026年1月23日，北交所上市公司连城数控（920368，收盘价：47.16元）登上龙虎榜，交易方式是连续竞价，披露原因 是当日收盘价涨幅达到29.99%，成交数量2825.45万股，成交金额12.61亿元。买一席位为华鑫证券有限责任公司上海宛平南路营 业部，买入4515.96万元；卖一席位为申万宏源西部证券有限公司霍尔果斯亚欧路证券营业部，卖出4929.08万元。 | | 2026-01-23连城数控(920368) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) 卖出金额(元) | | | ਜੇਵ ਹ | 华鑫证券有限责任公司上海宛平南路营业部 | 45159621.46 | 0 | | 买2 | 机构专用 | 45070913.13 | 0 | | ग्रें3 | 中信建投证券股份有限公司福州东街证券营业部 | 29048874.04 | 1195155.23 | | द्र 4 | 中信建投证券股份有限 ...

具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买二、卖五，合计买入金额4602.23万 元，卖出金额1301.84万元，合计净买入3300.40万元。 融资融券数据显示，该股最新（1月22日）两融余额为2.02亿元，其中，融资余额为2.02亿元，融券余额 为1.09万元。近5日融资余额合计减少193.00万元，降幅为0.95%，融券余额合计增加0.17万元，增幅 18.76%。（数据宝） 连城数控1月23日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 华鑫证券有限责任公司上海宛平南路营业部 | 4515.96 | 0.00 | | 买二 | 机构专用 | 4507.09 | 0.00 | | 买三 | 中信建投证券股份有限公司福州东街证券营业部 | 2904.89 | 119.52 | | 买四 | 中信建投证券股份有限公司福清福和路证券营业部 | 2673.12 | 0.00 | | 买五 | 华创证券有限责任公司北京西直门证券营业部 | 2451.58 | 0.00 | | 卖一 ...

Core Viewpoint - The photovoltaic equipment sector experienced a significant increase of 9.05% on January 23, with Liancheng CNC leading the gains. The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1]. Group 1: Stock Performance - Liancheng CNC (code: 920368) closed at 47.16, with a remarkable increase of 29.99% and a trading volume of 282,500 shares, resulting in a transaction value of 1.261 billion yuan [1]. - Oputai (code: 920414) also saw a significant rise of 29.98%, closing at 17.21 with a trading volume of 104,400 shares and a transaction value of 174 million yuan [1]. - Other notable performers included Laplace (code: 688726) with a 20.01% increase, closing at 55.54, and a transaction value of 1.263 billion yuan [1]. Group 2: Capital Flow - The photovoltaic equipment sector saw a net inflow of 8.998 billion yuan from main funds, while retail funds experienced a net outflow of 3.626 billion yuan [2]. - The main funds showed a significant presence in stocks like Longi Green Energy (601012), which had a net inflow of 2.692 billion yuan, accounting for 28.66% of the total [3]. - In contrast, retail investors showed a net outflow from several stocks, including TCL Zhonghuan (002129) and Aiko Solar (600732), indicating a shift in investor sentiment [3].

Group 1 - The A-share market saw all three major indices rise collectively, with the Shanghai Composite Index increasing by 0.33% to 4136 points [1] - The photovoltaic equipment sector experienced significant gains, with multiple stocks hitting the daily limit, including Liancheng CNC and Optec, which rose by 30%, and Laplace, Jinko Solar, and Liansheng Technology, which increased by 20% [1] - A total of 24 stocks in the photovoltaic concept sector reached the daily limit, indicating strong market enthusiasm [1] Group 2 - Elon Musk, CEO of Tesla, announced during the World Economic Forum in Davos that SpaceX and Tesla are working to enhance solar energy production capacity, targeting an annual output of 100GW [1] - According to Zhongyin Securities, major U.S. manufacturers are set to actively expand their photovoltaic capacity by 100GW, which will contribute incremental orders to domestic equipment and material manufacturers [1] - The space photovoltaic sector is experiencing high prosperity, with ongoing satellite deployment plans in China and abroad, benefiting equipment and material segments directly from overseas expansion [1]

Group 1 - The core point of the article highlights that the North Exchange 50 index has experienced a growth of 4.04% over the past 50 days [1] - Among the constituent stocks, Liancheng CNC has seen a significant increase of 29.99% [1] - Other notable performers include Xingtum Measurement and Control with a rise of 15.47%, Minshida with an increase of 11.76%, and Naconoer with a growth of 11.75% [1]

据天眼查APP显示，大连连城数控机器股份有限公司成立于2007年09月25日，注册资本23478.044万人 民币。（数据宝） （文章来源：证券时报网） 数据宝统计，截至10:53，连城数控成交额10.85亿元，创2024年10月10日以来新高。最新股价上涨 29.99%，换手率10.97%。上一交易日该股全天成交额为5.00亿元。 ...