| | 2026-02-06亿能电力 (920046) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) | 卖出金额(元) | | ਜੇਟ ਹ | 国信证券股份有限公司深圳互联网分公司 | 19184122.54 | 24501145.08 | | 买2 | 机构专用 | 12870649.21 | 11528799.24 | | 买3 | 中信证券股份有限公司北京复外大街证券营业部 | 6552341.39 | 291955.6 | | द्र 4 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | 5597800.62 | 4853374.86 | | નેરિટ | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 4644676.94 | 6031275.03 | | 卖T | 国信证券股份有限公司深圳互联网分公司 | 19184122.54 | 24501145.08 | | 卖2 | 国金证券股份有限公司深圳分公司 | 4424900.3 | 14895456.61 | | 卖3 | 机构专用 | 12870649 ...

Core Insights - The report indicates that since the fourth quarter, the funding structure of the Beijing Stock Exchange (BSE) has shown a "dual expansion" characteristic, with both the number and attention towards index funds steadily increasing, forming a preliminary bottom position for index products. Concurrently, some active funds are beginning to identify individual stocks with growth potential and undervaluation advantages, transitioning from a concentrated to a structured optimization approach, maintaining overall market stability [7][16] - From the market ecology perspective, the concentration of index constituent stocks has increased, and the valuation anchoring effect is gradually becoming evident. Some newly listed stocks with solid fundamentals and low coverage have become focal points for new incremental funds. As the allocation logic evolves towards the medium to long term, the market style is gradually shifting to a "selected + low turnover" characteristic. Overall, the current valuation of the BSE market offers relative cost-effectiveness, with a resonance structure among index funds, active funds, and new stock supply, which is expected to provide medium-term support for the market [7][16] Market Review and Valuation - As of January 29, 2026, the BSE 50 Index rose by 6.64% in January, with a maximum increase of 3.96% during the period. Among BSE stocks, 222 stocks increased, 69 stocks decreased, and none remained flat [8][17] - The average PE (TTM) of the BSE 50 Index as of January 29, 2026, is 64.50 times, with a median of 64.74 times. In comparison, the average PE (TTM) of the ChiNext Index is 43.24 times, and the Sci-Tech Innovation Board is 175.49 times [22] New Stock Dynamics - In January, four new stocks were listed on the BSE, bringing the total number of listed companies to 291 as of January 29, 2026. From January 1 to January 30, 2026, five companies were subscribed and five were listed [32] Key Company Announcements - The report includes various company announcements, highlighting significant contracts and operational updates from companies such as Copper Crown Mining, Taihu Yuanda, and Dana Biotechnology, which indicate ongoing business activities and strategic developments [40]

Group 1 - SpaceX plans to launch the second generation of its Starlink satellite communication system in 2027, with overall capacity expected to increase by over 100 times and data throughput capability to improve by more than 20 times compared to the first generation [2][12] - The global rocket launch service market reached USD 16.45 billion in 2023 and is projected to exceed USD 50 billion by 2032, with a compound annual growth rate (CAGR) of 13% from 2023 to 2032 [2][25] - The upstream materials and core components account for 85%-90% of the total cost of rockets, with liquid engine manufacturing constituting approximately 50% of the total cost [2][18] Group 2 - The North Exchange technology growth stocks saw a median price change of +1.25% from January 19 to January 23, 2026, with 108 companies (71%) experiencing an increase [2][44] - The median price-to-earnings (P/E) ratio for the information technology industry increased by 7.40% to 83.6X, while the median market capitalization rose from CNY 2.68 billion to CNY 2.77 billion [2][50] - The North Exchange electronic equipment industry saw its median P/E ratio rise from 62.3X to 65.8X, with the total market capitalization increasing from CNY 148.39 billion to CNY 153.9 billion [2][52] Group 3 - The North Exchange rocket industry chain includes six companies: Xingtou Measurement and Control, Minshida, Suzhou Axis, Xingchen Technology, Kelong New Materials, and KQ Co., Ltd [2][40] - The average launch cost for China's satellite launches is expected to reach CNY 45,000 per kilogram by 2029, while SpaceX's Falcon 9 has a launch cost of CNY 20,000 per kilogram [2][38][37] - The commercial space market in China is projected to grow at an annual rate of over 20%, potentially reaching CNY 9 trillion by 2030 [2][24]

Group 1 - The report highlights the introduction of the "Interim Measures for the Recycling and Comprehensive Utilization of Waste Power Batteries for New Energy Vehicles," which will take effect on April 1, 2026, mandating a full lifecycle management approach for retired batteries [4][16][17] - The total amount of retired lithium batteries in mainland China is projected to increase from 157,100 tons in 2020 to 455,100 tons in 2024, representing a compound annual growth rate (CAGR) of 30.5% [4][37][39] - The report identifies four companies listed on the Beijing Stock Exchange involved in lithium battery recycling, with a total market capitalization of 10.459 billion yuan as of January 23, 2026 [4][45][46] Group 2 - The chemical new materials sector experienced an average weekly increase of 5.11% in stock prices, with notable companies such as Meibang Technology and Tianli Composite showing significant gains [5][62] - The average price-to-earnings (P/E) ratio for the chemical new materials industry rose to 42.5X, indicating a positive market sentiment [5][62] - The technology sector saw a median P/E ratio increase from 44.3X to 44.7X, with a total market capitalization growth from 546.417 billion yuan to 560.692 billion yuan [6][76][77] Group 3 - The report emphasizes the importance of both tiered utilization and recycling of retired power batteries, with tiered utilization focusing on reusing batteries with remaining capacity for applications such as energy storage systems [25][26] - The recycling process aims to extract valuable materials from waste batteries, with physical and chemical recovery methods being the primary techniques employed [27][29][30] - The report notes that the global processing volume of retired batteries is expected to grow from 338,400 tons in 2020 to 1.3 million tons by 2024, with a CAGR of 40.6% [40]

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。 每日经济新闻 （记者 曾健辉） 每经讯，2026年1月21日，北交所上市公司亿能电力（920046，收盘价：25.05元）登上龙虎榜，交易方式是连续竞价，披露原因 是当日换手率达到31.19%，成交数量1744.49万股，成交金额4.44亿元。买一席位为东莞证券股份有限公司四川分公司，买入 1651.66万元；卖一席位为国金证券股份有限公司深圳分公司，卖出1455.13万元。 | | 2026-01-21亿能电力 (920046) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额 | 卖出金额 | | | | (元) | (元) | | ポリ | 东莞证券股份有限公司四川分公司 | 16516640.82 | 371852.5 | | 买2 | 国信证券股份有限公司深圳互联网分公司 | 13966828.81 | 7275620.95 | | 买3 | 国金证券股份有限公司深圳分公司 | 12216087.16 | 14551260.26 | | 买4 | 机构 ...

Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests a focus on sectors with high growth potential and policy support, indicating a positive outlook for certain segments [3]. Core Insights - The market is driven by dual factors of policy direction and earnings certainty, particularly in sectors like ultra-high voltage and power grid equipment, which are benefiting from a significant investment plan by the State Grid [3]. - The commercial aerospace sector is showing signs of stability due to technological breakthroughs, which are attracting investment into specialized companies [3]. - Short-term focus should be on the implementation pace of State Grid investments and the progress of commercial aerospace technology, as these will directly impact the valuation elasticity of high-end manufacturing sectors [3]. - Long-term potential exists for the North Exchange as a platform for specialized and innovative enterprises, with a focus on balancing growth and valuation [3]. Summary by Sections Market Review - On January 19, the North Exchange A-share trading volume reached 240.3 billion yuan, a decrease of 64.0 billion yuan from the previous trading day, with the North Exchange 50 Index closing at 1548.63, up 0.02% [8][13]. - Among 288 companies listed, 118 saw an increase in stock price, while 163 experienced a decline [15]. Key News - The National Bureau of Statistics reported a GDP growth of 5% for 2025, with the total GDP reaching 1,401,879 billion yuan [2]. - Concerns are rising over potential supply shortages of high-speed SSD controller chips due to increased demand driven by AI applications [18]. Company Announcements - Tai Kai Ying announced the lifting of restrictions on 15,275,901 shares, representing 6.91% of its total share capital, effective January 22, 2026 [19]. - Hua Wei Design also announced the lifting of restrictions on 287,850 shares, representing 0.2792% of its total share capital, effective January 22, 2026 [23].

一、股票交易异常波动的具体情况 公司股票最近 2 个有成交的交易日(2026 年 1 月 19 日至 2026 年 1 月 20 日)以内收盘价 涨幅偏离值累计达到 46.42%，根据《北京证券交易所交易规则（试行）》的有关规定，属于 股票交易异常波动情形。 二、公司关注并核实的相关情况 1、 核实对象： 证券代码：920046 证券简称:亿能电力 公告编号：2026-001 无锡亿能电力设备股份有限公司股票交易异常波动公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带法律责任。 本公司董事会确认，本公司没有任何根据《北京证券交易所股票上市规则》等有关规定 应披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等，董事会也未获悉本公 司有根据《北京证券交易所股票上市规则》等有关规定应披露而未披露的、对本公司股票交 易价格产生较大影响的信息。 四、公司及相关人员在异常波动期间交易公司股票的情况 公司及控股股东、实际控制人及一致行动人、在任董事、高级管理人员在异常波动期间 不存在交易公司股票的情况。 五、风险提示 ...

| 证券代码 | 证券简称 | 收盘价（元） | 换手率（%） | 涨跌幅（%） | | --- | --- | --- | --- | --- | | 002112 | 三变科技 | 22.90 | 56.66 | 4.23 | | 301348 | 蓝箭电子 | 35.87 | 46.83 | 12.06 | | 300444 | 双杰电气 | 15.36 | 46.79 | 3.64 | | 300427 | 红相股份 | 18.11 | 43.24 | 0.67 | | 920046 | 亿能电力 | 27.24 | 42.69 | 11.14 | | 920086 | 科马材料 | 41.49 | 42.48 | 3.08 | | 002115 | 三维通信 | 14.25 | 42.44 | -9.98 | | 920299 | 灿能电力 | 28.17 | 41.51 | 0.25 | | 001260 | 坤泰股份 | 25.50 | 39.56 | 3.07 | | 603352 | C至信 | 53.43 | 39.11 | 2.67 | | 002119 | 康强电子 | 23.91 | ...

Summary of Key Points Core Viewpoint - The trading volume and turnover of stocks on the Beijing Stock Exchange (BSE) showed significant activity on January 20, with a total trading volume of 1.141 billion shares and a turnover of 26.64 billion yuan, marking an increase of 2.598 billion yuan compared to the previous trading day [1]. Trading Performance - A total of 94 stocks closed higher, accounting for 32.64% of the tradable stocks, with notable gainers including Liujin Technology, Yinen Power, and Deer Chemical, which rose by 16.22%, 11.14%, and 10.45% respectively [1]. - Conversely, 184 stocks closed lower, with the largest declines seen in Qifeng Precision, Litong Technology, and Rongyi Precision, which fell by 10.14%, 8.59%, and 6.81% respectively [1]. Stock Activity - 74 stocks had a turnover exceeding 10 million yuan, with Liujin Technology, Xingtou Measurement Control, and Yinen Power leading in turnover at 911.82 million yuan, 750.64 million yuan, and 729.98 million yuan respectively [1]. - The trading activity was characterized by high turnover rates, with 31 stocks having a turnover rate exceeding 10%, and 10 stocks exceeding 20% [1]. Notable Stocks - The top stocks by turnover included: - Liujin Technology: Closing price of 11.39 yuan, with a turnover of 911.82 million yuan and a turnover rate of 36.14% [1]. - Yinen Power: Closing price of 27.24 yuan, with a turnover of 729.98 million yuan and a turnover rate of 42.69% [1]. - Deer Chemical: Closing price of 15.32 yuan, with a turnover of 300.55 million yuan and a turnover rate of 25.44% [1]. Market Dynamics - The overall market showed a mixed performance with a significant number of stocks experiencing both gains and losses, indicating a volatile trading environment on the BSE [1].

（原标题：123只股收盘价创历史新高） 沪指今日上涨0.29%，123股收盘价创历史新高。 今日可交易A股中，股价上涨的有3527只，占比64.59%，下跌的有1827只，占比33.46%，其中，涨停的有104只，跌停的有31只。 证券时报•数据宝统计显示，不含近一年上市的次新股，今日共有123股收盘价创历史新高，按所属板块看，主板有60只，创业板有30只，科创板 有28只。从行业属性来看，机械设备、电子、电力设备行业创新高的个股较为集中，分别有24只、24只、15只个股出现在名单中。 从股价表现看，收盘价创历史新高股中，今日股价平均上涨5.41%，涨停的有亿能电力、中国西电、万泽股份等，涨幅居前的有埃科光电、灿能 电力、超捷股份等。股价方面，创新高股平均股价70.83元，其中，股价超百元的有25只，50元~100元的有35只，收盘股价最高的是中微公司，今 日收盘价为379.00元，上涨0.49%，其次是兆易创新、金海通，收盘价分别为288.45元、244.06元。 资金流向上，今日创新高股主力资金合计净流入72.44亿元，其中，主力资金净流入的有76只，净流入资金居前的有特变电工、中国西电、中金黄 金等，净 ...