从资金流向上来看，当日金属新材料板块主力资金净流出5.86亿元，游资资金净流入2.54亿元，散户资金 净流入3.32亿元。金属新材料板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601137 | 博威台金 | -2734.58万 | 8.95% | -69.10万 | -0.23% | -2665.49万 | -8.72% | | 300963 中洲特材 | | 1824.39万 | 6.47% | 284.40万 | 1.01% | -2108.79万 | -7.48% | | 300835 龙磁科技 | | 561.35万 | 1.20% | 439.96万 | 0.94% | -- 1001.31万 | -2.14% | | 688231 隆达股份 | | 528.28万 | 4.40% | 122.22万 | 1.02% | -650.50万 | -5.41% | | 603124 ...

证券之星消息，1月26日金属新材料板块较上一交易日下跌3.09%，天力复合领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。金属新材料板块个股涨跌见下表： 从资金流向上来看，当日金属新材料板块主力资金净流出11.63亿元，游资资金净流入4.03亿元，散户资 金净流入7.6亿元。金属新材料板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 301141 | 中科磁业 | 3656.18万 | 9.49% | September 1998 - 988.55万 | 2.57% | -4644.72万 | -12.05% | | 603045 福达合金 | | 3633.06万 | 20.19% | -2389.74万 | -13.28% | -1243.32万 | -6.91% | | 600255 鑫科材料 | | 2945.32万 | 4.3 ...

Group 1 - The metal new materials sector increased by 1.61% on January 22, with Tianli Composite leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - Key stocks in the metal new materials sector showed significant price increases, with Tianli Composite rising by 16.00% to a closing price of 107.50 [1] Group 2 - The sector experienced a net inflow of 265 million yuan from institutional investors, while retail investors saw a net outflow of 283 million yuan [2] - Major stocks like Tianli Composite and Sry New Materials had varying net inflows and outflows, indicating differing investor sentiment [3] - The trading volume and turnover for key stocks in the sector were substantial, with Tianli Composite achieving a turnover of 1.166 billion yuan [1][2]

Core Viewpoint - The commercial aerospace sector experienced a significant downturn on January 20, with many stocks hitting their daily limit down, marking the end of a month-long rally. The sector's volatility is attributed to a combination of policy changes, clarifications of business relevance, and recent launch failures [1][2][3]. Market Performance - As of January 20, the commercial aerospace sector index (BK0963) fell over 3.2%, with individual stocks like Xice Testing (301306.SZ) and Aerospace Hongtu (688066.SH) dropping more than 11%. A total of 11 stocks hit their daily limit down, while others like Aerospace Huanyu (688523.SH) and Shenglu Communication (002446.SZ) saw declines exceeding 8% [2][3]. - The index has decreased from above 3100 points on January 12 to around 2790 points, ending a rapid rise that began in late November 2025, during which at least 10 stocks doubled in price [2][3]. Factors Influencing Market Changes - The recent market cooling is attributed to multiple factors, including over 20 companies issuing risk warnings or clarifications about their lack of substantial involvement in commercial aerospace. For instance, Aerospace Hongtu stated that its strategic cooperation with a space technology company has not led to any significant business collaboration [3][6]. - The sector faced setbacks with launch failures, including the Long March 3B rocket and the private commercial rocket from Star River Power, which both experienced mission failures [3][4]. Policy and Industry Developments - The previous surge in the sector was driven by favorable policies, such as China's application for 203,000 new satellites, the largest in recent years, and the Shanghai Stock Exchange's announcement allowing commercial rocket companies to apply for IPOs under specific standards [4][5]. - Recent developments indicate that several companies with core technology capabilities are in the IPO preparation stage, although many have not yet gone public [6][7]. Financial Challenges - Financial data reveals significant challenges for companies in the sector. For example, Blue Arrow Aerospace reported net losses of 8.21 billion yuan in 2022, 12.16 billion yuan in 2023, and 9.16 billion yuan in 2024, with a total loss exceeding 35 billion yuan over three and a half years [7][8]. - The commercial viability of these companies is hindered by their early-stage development and the high costs associated with rocket technology, which still lag behind international competitors [8]. Future Outlook - Despite the recent downturn, long-term prospects for the commercial aerospace sector remain positive, with industry experts suggesting that the current market correction may help identify companies with genuine technological capabilities and commercial potential [9]. - Analysts believe that the sector may experience a recovery similar to the renewable energy market, driven by ongoing policy support and potential improvements in profitability [9].

Group 1: Market Performance - The metal new materials sector increased by 0.67% compared to the previous trading day, with Tianli Composite leading the gains [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Group 2: Top Performers - Tianli Composite (code: 920576) closed at 94.10, up 5.02% with a trading volume of 70,800 shares and a transaction value of 672 million yuan [1] - Longmag Technology (code: 300835) closed at 69.87, up 4.16% with a trading volume of 82,800 shares and a transaction value of 571 million yuan [1] - Aluminum Science and Technology New Materials (code: 300811) closed at 80.00, up 3.76% with a trading volume of 121,100 shares and a transaction value of 953 million yuan [1] Group 3: Underperformers - Antai Technology (code: 000969) closed at 26.40, down 4.21% with a trading volume of 1,168,500 shares and a transaction value of 3.154 billion yuan [2] - Zhengke Materials (code: 600255) closed at 4.02, down 3.13% with a trading volume of 1,607,300 shares and a transaction value of 654 million yuan [2] - Zhongzhou Special Materials (code: 300963) closed at 22.00, down 2.96% with a trading volume of 249,900 shares and a transaction value of 555 million yuan [2] Group 4: Capital Flow - The metal new materials sector experienced a net outflow of 237 million yuan from institutional investors, while retail investors saw a net inflow of 225 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Group 5: Individual Stock Capital Flow - Kinglith Permanent Magnet (code: 300748) had a net inflow of 310 million yuan from institutional investors, but a net outflow of 80.215 million yuan from speculative funds [3] - Longmag Technology (code: 300835) saw a net inflow of 59.304 million yuan from institutional investors, but a net outflow of 15.656 million yuan from speculative funds [3] - Galaxy Magnet (code: 300127) had a net inflow of 29.427 million yuan from institutional investors, with a net outflow of 4.7925 million yuan from speculative funds [3]

证券之星消息，1月15日金属新材料板块较上一交易日下跌1.23%，天力复合领跌。当日上证指数报收于 4112.6，下跌0.33%。深证成指报收于14306.73，上涨0.41%。金属新材料板块个股涨跌见下表： 从资金流向上来看，当日金属新材料板块主力资金净流出5.08亿元，游资资金净流入1.25亿元，散户资金 净流入3.82亿元。金属新材料板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600255 鑫科材料 | | 1 9991.69万 | 10.28% | 440.61万 | 0.45% | -1.04亿 | -10.74% | | 601137 | 博威台金 | 7727.34万 | 7.40% | -3691.05万 | -3.54% | -4036.30万 | -3.87% | | 603978 深圳新星 | | 4851.35万 | 13.08% | 1734.27万 | 4.6 ...

Core Viewpoint - The metal new materials sector experienced a significant decline, with a drop of 3.39% on January 13, led by Tianli Composite, which fell by 16.24% [1][2]. Group 1: Market Performance - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1]. - Major stocks in the metal new materials sector showed mixed performance, with notable gainers including Fuda Alloy (+2.77%) and Antai Technology (+2.09%) [1]. - Tianli Composite was the biggest loser, closing at 100.50 with a decline of 16.24% [2]. Group 2: Trading Volume and Capital Flow - The trading volume for the metal new materials sector was substantial, with Antai Technology recording a volume of 2.14 million shares and a transaction value of 6.11 billion [1]. - The sector saw a net outflow of 1.692 billion from institutional investors, while retail investors contributed a net inflow of 1.532 billion [2][3]. - The capital flow data indicates that New Laifu had a net inflow of 32.04 million from institutional investors, while Dragon Magnetic Technology experienced a net outflow of 16.61 million [3].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603124 | 江南新材 | 87.72 | -1.37% | 2.83万 | 2.45亿 | | 603978 | 深圳新星 | 27.35 | -0.83% | 14.76万 | 4.05 Z | | 000633 | 合金投资 | 7.60 | -0.52% | 20.80万 | 1.58亿 | | 301323 | 新来福 | 59.08 | -0.24% | 2.62万 | 1.54亿 | | 300811 | 铂科新材 | 76.90 | -0.06% | 11.76万 | 8.87亿 | | 301622 | 英恩特 | 68.89 | 0.01% | 2.96万 | 2.02亿 | | 300835 | 龙磁科技 | 66.10 | 0.15% | 5.95万 | 3.89亿 | | 688190 | 云路股份 | 104.23 | 0.22% | 1.11万 | 1.14亿 | | 000795 | 英語表 | + 10.41 ...

证券之星消息，1月8日金属新材料板块较上一交易日上涨0.51%，天力复合领涨。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。金属新材料板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 603124 | 江南新材 | 86.76 | -4.76% | | 2.24万 | 1.96 Z | | 300811 | 铂科新材 | 74.92 | -3.47% | | 11.03万 | 8.32亿 | | 300835 | 龙磁科技 | 65.09 | -3.07% | | 4.30万 | 2.82亿 | | 300748 | 金力永磁 | 35.50 | -2.77% | | 59.12万 | 21.14亿 | | 301141 | 中科磁业 | 57.08 | -2.38% | | 6.91 ...

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