证券日报网讯 1月19日，特变电工在互动平台回答投资者提问时表示，公司在2017年开发了行业首套 10kV/1MW多端口电能路由器，目前已在珠海唐家湾、东莞数据中心、山西电科院、苏州宝通等地有多 个国网和南网工程示范应用项目落地。公司拥有一定的固态变压器研发制造的技术积累，并持续深化相 关技术研究，提升产品功率密度及转换效率。公司将关注市场动态，适时推进相关技术成果的产业化。 （文章来源：证券日报） ...

Group 1 - The A-share market showed mixed performance on January 19, with major indices fluctuating, while most industry sectors experienced gains, particularly in precious metals, electric power equipment, aerospace, and tourism [1] - The net outflow of main funds in the Shanghai and Shenzhen markets reached 39.798 billion yuan, with six industries seeing net inflows, including electric power equipment, building materials, and banking [1] - The electronic, computer, and communication sectors faced the largest net outflows, with amounts of 9.971 billion yuan, 8.997 billion yuan, and 6.184 billion yuan respectively [1] Group 2 - Seven stocks recorded net inflows exceeding 400 million yuan, with China West Electric leading at 1.076 billion yuan, supported by a government announcement projecting a significant increase in national electricity consumption [2][3] - New Yisheng and Goldwind Technology followed with net inflows of 836 million yuan and 738 million yuan respectively, with Goldwind announcing a supply agreement for wind turbines [2] - A total of 74 stocks experienced net outflows exceeding 200 million yuan, with Ningde Times, Shannon Chip, and Oriental Fortune among those with the highest outflows, each exceeding 1 billion yuan [4][5] Group 3 - At the end of the trading day, the main funds saw a net outflow of 5.829 billion yuan, with significant inflows in the electric power equipment sector [6] - Key individual stocks with notable net inflows at the close included TBEA, New Yisheng, and Kidswant, each exceeding 100 million yuan [6][7] - Conversely, stocks like Rock Mountain Technology and Shannon Chip experienced substantial net outflows, each exceeding 200 million yuan [8]

Core Viewpoint - The company emphasizes that energy storage is a crucial component in building a new energy system and is actively developing its energy storage business [2] Group 1 - The company is responding to investor inquiries regarding its strategic focus on energy storage [2] - The company recognizes the importance of energy storage in the context of new energy systems [2]

Group 1 - The A-share market showed mixed performance on January 19, with major indices fluctuating and most industry sectors closing higher, particularly in precious metals, electric power equipment, aerospace, and tourism [1] - The net outflow of main funds in the Shanghai and Shenzhen markets reached 39.798 billion yuan, with six industries experiencing net inflows, including electric power equipment, building materials, and banking [1] - The electronic, computer, and communication sectors saw the largest net outflows, with amounts of 9.971 billion yuan, 8.997 billion yuan, and 6.184 billion yuan respectively [1] Group 2 - Seven stocks recorded net inflows exceeding 400 million yuan, with China Western Power leading at 1.076 billion yuan, driven by a government announcement projecting a significant increase in national electricity consumption by 2025 [2] - New Yi Sheng and Goldwind Technology also saw substantial net inflows of 836 million yuan and 738 million yuan respectively, with Goldwind announcing a supply agreement for wind turbines in Vietnam [3] - A total of 74 stocks experienced net outflows exceeding 200 million yuan, with notable outflows from Ningde Times and other tech companies exceeding 1 billion yuan [3] Group 3 - At the end of the trading day, the electric power equipment sector saw a net inflow of over 369 million yuan, while other sectors like retail and non-bank financials also experienced significant inflows [4] - Individual stocks such as TBEA, New Yi Sheng, and Kidswant saw net inflows exceeding 1 billion yuan at the close [5] - Notable net outflows at the end of the day included companies like Rock Mountain Technology and others, with outflows exceeding 200 million yuan [6]

Market Overview - As of January 19, the Shanghai Composite Index closed at 4114 points, up 0.29%, while the Shenzhen Component Index closed at 14294.05 points, up 0.09%. The ChiNext Index fell by 0.70%, and the STAR Market 50 Index decreased by 0.48% [1] - Among the tradable A-shares, 3527 stocks rose, accounting for over 64%, while more than 1800 stocks declined. There were 103 stocks that hit the daily limit up, and 31 stocks hit the limit down. Additionally, 32 stocks failed to hit the limit, resulting in an overall limit-hitting rate of 76.30% [1] Sector Performance - The sectors with the most stocks hitting the daily limit up included power equipment, basic chemicals, and machinery, with 24, 10, and 7 stocks respectively [1] - Among the stocks that hit the daily limit up, 15 were ST stocks, including *ST Bio and *ST Rong Control [1] Notable Stocks - Fenglong Co., Ltd. achieved a remarkable 14 consecutive limit-up days, the highest among all stocks [1] - In terms of limit-up order amounts, Fenglong Co., Ltd., TBEA Co., Ltd., and Hancable Co., Ltd. led with 1.293 billion, 393 million, and 385 million respectively [1][2] - The stocks with significant limit-up order strength (order amount as a percentage of circulating A-shares) included Evergrande High-tech, Fenglong Co., Ltd., and Tiandi Online, with 9.66%, 9.45%, and 4.08% respectively [1]

Market Overview - The two markets experienced a net outflow of 18.081 billion yuan, with 41 stocks seeing a net inflow exceeding 200 million yuan, led by Tebian Electric Apparatus with a net inflow of 2.639 billion yuan [1] - The Shanghai Composite Index closed up by 0.29%, while 2,255 stocks had a net inflow and 2,696 stocks had a net outflow [1] Industry Performance - Among the 14 industries with net inflows, the power equipment sector had the highest net inflow of 8.655 billion yuan, with an index increase of 1.84%. The basic chemicals sector followed with a net inflow of 1.394 billion yuan and a 2.70% increase [1] - A total of 17 industries experienced net outflows, with the electronics sector seeing the largest outflow of 10.809 billion yuan, followed by the computer sector with 7.414 billion yuan [1] Individual Stock Performance - The top stocks with net inflows exceeding 200 million yuan included Tebian Electric Apparatus (2.639 billion yuan), China Western Power (2.062 billion yuan), and Haiguang Information (1.447 billion yuan) [2] - Stocks with the highest net outflows included Dongfang Caifu (1.355 billion yuan), CATL (1.111 billion yuan), and Zhongji Xuchuang (1.090 billion yuan) [4] Stock Price Movements - Stocks with net inflows over 200 million yuan saw an average increase of 7.53%, outperforming the Shanghai Composite Index. Notably, stocks like Shuangjie Electric and Shengli Precision closed at their daily limit [2] - The industries with the most concentrated net inflows among these stocks were power equipment, mechanical equipment, and national defense, with 11, 4, and 4 stocks respectively [2] Detailed Stock Data - The top stocks with net inflows are as follows: - Tebian Electric Apparatus: 2.639 billion yuan, closing price 30.50 yuan, increase 9.99% [2] - China Western Power: 2.062 billion yuan, closing price 14.36 yuan, increase 10.04% [2] - Haiguang Information: 1.447 billion yuan, closing price 255.95 yuan, increase 4.76% [2] - The stocks with the highest net outflows include: - Dongfang Caifu: -1.355 billion yuan, closing price 23.50 yuan, decrease -1.63% [4] - CATL: -1.111 billion yuan, closing price 348.90 yuan, decrease -0.97% [4] - Zhongji Xuchuang: -1.090 billion yuan, closing price 605.50 yuan, decrease -1.86% [4]

分行业来看，申万所属的一级行业中，今日上涨的有23个，涨幅居前的行业为基础化工、石油石化，涨幅为2.70%、2.08%。跌幅居前的行业为计 算机、通信，跌幅为1.55%、0.96%。 1月19日，沪指上涨0.29%，深成指上涨0.09%，创业板指下跌0.70%，沪深300指数上涨0.05%。可交易A股中，上涨的有3527只，占比64.59%，下 跌的1828只。 资金面上，今日主力资金全天净流出357.14亿元，已连续10个交易日资金呈净流出状态。其中，创业板主力资金净流出178.75亿元；科创板主力资 金净流出54.38亿元；沪深300成份股主力资金净流出108.84亿元。 （原标题：两市主力资金净流出357.14亿元，电子行业净流出居首） 相关ETF A50ETF (产品代码: 159601) ★ 跟踪：MSCI中国A50互联互通人民币指数 近五日涨跌：-1.09% 行业资金流向方面，今日有13个行业主力资金净流入，电力设备行业主力资金净流入规模居首，该行业今日上涨1.84%，全天净流入资金75.97亿 元，其次是基础化工行业，日涨幅为2.70%，净流入资金为13.31亿元。 主力资金净流出的行业有18个 ...

沪指1月19日上涨0.29%，申万所属行业中，今日上涨的有23个，涨幅居前的行业为基础化工、石油石 化，涨幅分别为2.70%、2.08%。电力设备行业位居今日涨幅榜第三。跌幅居前的行业为计算机、通 信，跌幅分别为1.55%、0.96%。 资金面上看，两市主力资金全天净流出357.14亿元，今日有13个行业主力资金净流入，电力设备行业主 力资金净流入规模居首，该行业今日上涨1.84%，全天净流入资金75.97亿元，其次是基础化工行业，日 涨幅为2.70%，净流入资金为13.31亿元。 电力设备行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600089 | 特变电工 | 9.99 | 14.71 | 256056.47 | | 601179 | 中国西电 | 10.04 | 8.78 | 202794.07 | | 002202 | 金风科技 | 2.44 | 21.15 | 76513.47 | | 300444 | 双杰电气 | 20.00 | 39.16 | 59673.78 ...

Group 1 - The main focus of today's A-share market is the electric grid, with significant stock price increases in related companies [1] - YN Power on the Beijing Stock Exchange surged by 30% in a single day, while China XD Electric (601179) hit the daily limit, and State Grid NARI (600406) also saw substantial gains [1] - A total of 22 concept stocks related to the electric grid reached their daily limit, indicating a strong market response [1] Group 2 - The surge in the electric grid sector is driven by a massive investment plan from the State Grid, amounting to nearly 4 trillion yuan, representing a 40% increase compared to the previous five years [1] - This upgrade is not just about expanding infrastructure but aims to revolutionize technology for the next decade, focusing on AI and digital technologies for smart grid management [1] - The upgrade will address the increasing electricity demand from AI, electric vehicles, and smart factories while solving renewable energy transmission challenges through high-voltage direct current (HVDC) systems [1] Group 3 - The current market trend reflects a global power struggle, with rising electricity demands leading to a phenomenon termed "electricity anxiety" [2] - Major tech companies are being urged to manage their electricity costs, highlighting the critical nature of power supply issues [2] - The recent surge in stock prices is seen as the initial impact of the 4 trillion yuan investment plan, marking the beginning of a new investment landscape in the power sector [2]

资金流入比率方面，中国西电、森源电气、汉缆股份等流入比率居前，主力资金净流入率分别为 31.87%、23.12%、22.02%。（数据宝） 智能电网概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 600089 | 特变电 工 | 9.99 | 14.71 | 256056.47 | 11.70 | | 601179 | 中国西 电 | 10.04 | 8.78 | 202794.07 | 31.87 | | 300444 | 双杰电 气 | 20.00 | 39.16 | 59673.78 | 17.34 | | 600550 | 保变电 气 | 10.03 | 19.68 | 35556.04 | 6.44 | | 601869 | 长飞光 纤 | 3.00 | 5.76 | 34863.44 | 12.30 | | 002851 | 麦格米 | 8.50 | 7.39 | 28033.96 | 7.9 ...