1月5日，上证指数上涨1.38%，深证成指上涨2.24%，创业板指上涨2.85%。盘后龙虎榜数据显示，共有60只个股 因当日异动登上龙虎榜，资金净流入最多的是航天机电（600151.SH），达4.19亿元。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | | 航天机电 | 10.03% | 41895 | 7.59% | 21.91% | 普通席位买入,成功 | | | | | | | 率64.15% | | 五洲新春 | 6.03% | 28366 | 3.68% | 28.19% | 上海资金买入,成功 | | | | | | | 率45.11% | | 普典股份 | 20% | 27245 | 11.24% | 11.4% | 1家机构买入,成功 | | | | | | | 率43.88% | | 天际股份 | 9.99% | 21193 | 2.44% | 35.85% | 主力做T,成功率4 | | | | | | | 8.85% | | 江龙船 ...

1月5日，沪指12连阳重回4000点。截至收盘，沪指涨1.38%，深证成指涨2.24%，创业板指涨2.85%。 高位股方面 锋龙股份7连板，德力股份8天4板，雷科防务4连板，中国卫通、北斗星通5天3板，勘设股份4天3板，南 兴股份、友邦吊顶3连板，国晟科技、航天机电、海格通信、凯瑞德4天2板，东方通信3天2板。 | 代码 | | 名称 | 涨幅 | 现价 | 换手 涨停分析 儿大儿板� | | --- | --- | --- | --- | --- | --- | | 1 | 002931 | 锋龙股份 | +10.00% | 34.87 | 0.17% 优必选拟入主+机器人+园... 7连板 | | 2 | 002571 | 德力股份 | +10.03% | 12.94 | 5.68% 翼元航空入主+商业航天+... 8天4板 | | 3 | 002413 | 雷科防务 | +10.04% | 13.81 | 2.16% 商业航天+卫星遥感+量米... 4连板 | | ব | 601698 | 中国 1 1 用 | +9.99% | 39.30 | 7.03% 商业航天+卫星互联网+央 ... 5天3板 | ...

Group 1 - The photovoltaic equipment sector rose by 1.3% on January 5, with Aerospace Machinery leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] - Notable gainers in the photovoltaic equipment sector included Aerospace Machinery, which increased by 10.03% to a closing price of 19.31, and Yuan Tewei, which rose by 9.15% to 49.40 [1] Group 2 - The photovoltaic equipment sector experienced a net outflow of 166 million yuan from institutional investors and 394 million yuan from speculative funds, while retail investors saw a net inflow of 560 million yuan [2] - The trading volume and turnover for key stocks in the sector showed significant activity, with Aerospace Machinery achieving a turnover of 5.518 billion yuan [1][2] - The stock performance varied, with some companies like Maiwei Co. experiencing a decline of 5.81% to 194.03, indicating mixed market sentiment [2]

Group 1 - The core point of the news is that Shanghai Aerospace Automobile Electromechanical Co., Ltd. (航天机电) experienced a stock price increase of 5.07%, reaching 18.44 CNY per share, with a trading volume of 3.573 billion CNY and a turnover rate of 14.76%, resulting in a total market capitalization of 26.448 billion CNY [1] - The company, established on May 28, 1998, and listed on June 5, 1998, primarily engages in the production and sales of automotive components, automotive thermal exchange systems, solar photovoltaic products, and composite materials [1] - The revenue composition of the company's main business includes: PTC/engine cooling systems (40.68%), HVAC/cabin air conditioning systems (24.09%), solar system products (14.73%), control heads (9.73%), compressors (7.18%), and others (3.60%) [1] Group 2 - From the perspective of the top ten circulating shareholders, Southern Fund has a fund that ranks among them, specifically the Southern CSI 1000 ETF (512100), which reduced its holdings by 104,000 shares in the third quarter, now holding 9.1728 million shares, accounting for 0.64% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY, and has achieved a year-to-date return of 29.23%, ranking 1828 out of 4189 in its category [2]

Market Overview - The photovoltaic equipment sector experienced a decline of 1.22% on December 30, with Dongfang Risen leading the drop [1] - The Shanghai Composite Index closed at 3965.12, down 0.0%, while the Shenzhen Component Index closed at 13604.07, up 0.49% [1] Stock Performance - Notable gainers in the photovoltaic equipment sector included: - ST Quanwei (300716) with a closing price of 11.97, up 8.62% [1] - Gaoce Co., Ltd. (688556) at 11.75, up 4.54% [1] - International Industry (000159) at 6.02, up 3.08% [1] - Major decliners included: - Dongfang Risen (300118) at 14.48, down 8.35% [2] - Junda Co., Ltd. (002865) at 53.63, down 7.53% [2] - Maiwei Co., Ltd. (300751) at 192.10, down 6.44% [2] Capital Flow - The photovoltaic equipment sector saw a net outflow of 2.76 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.456 billion yuan [2] - The capital flow for specific stocks showed: - Sunshine Power (300274) had a net inflow of 4.20 billion yuan from institutional investors [3] - Hongyuan Green Energy (603185) saw a net inflow of 58.14 million yuan from institutional investors [3] - Yijing Photovoltaic (600537) had a net inflow of 26.54 million yuan from institutional investors [3]

Group 1 - The stock of Aerospace Electromechanical (600151) reached the daily limit, with a turnover rate of 22.29% and a transaction amount of 5.448 billion yuan, showing a volatility of 15.32% [2] - The stock was listed on the Shanghai Stock Exchange's daily trading information due to its volatility, with a net purchase of 112 million yuan from the Shanghai-Hong Kong Stock Connect [2] - The top five trading departments accounted for a total transaction of 1.222 billion yuan, with a net purchase of 178 million yuan [2] Group 2 - In the past six months, the stock has appeared on the daily trading list 10 times, with an average price increase of 6.12% the next day and an average increase of 17.44% over the following five days [3] - The stock experienced a net inflow of 834 million yuan from major funds today, with a significant inflow of 999 million yuan from large orders, while large orders saw a net outflow of 162 million yuan [3] - The latest margin trading data shows a total margin balance of 884 million yuan, with a financing balance of 876 million yuan and a securities lending balance of 7.7512 million yuan [3] Group 3 - The company's third-quarter report indicated a total operating revenue of 2.652 billion yuan for the first three quarters, a year-on-year decrease of 36.10%, and a net profit of -247 million yuan [3] - The top buying departments included Dongwu Securities and Guotai Junan Securities, with significant buying amounts of 241.27 million yuan and 121.55 million yuan respectively [4] - The top selling department was JPMorgan Securities, with a selling amount of 173.67 million yuan [4]

Group 1 - The core point of the news is that Shanghai Aerospace Automobile Electromechanical Co., Ltd. (航天机电) experienced a stock price increase of 5.23%, reaching 17.50 CNY per share, with a trading volume of 2.864 billion CNY and a turnover rate of 12.20%, resulting in a total market capitalization of 25.099 billion CNY [1] - The company, established on May 28, 1998, and listed on June 5, 1998, primarily engages in the production and sales of automotive components, automotive thermal exchange systems, solar photovoltaic products, and composite materials [1] - The revenue composition of the company's main business includes: PTC/engine cooling systems (40.68%), HVAC/cabin air conditioning systems (24.09%), solar system products (14.73%), control heads (9.73%), compressors (7.18%), and others (3.60%) [1] Group 2 - Among the top ten circulating shareholders of航天机电, a fund under Southern Fund holds a significant position. The Southern CSI 1000 ETF (512100) reduced its holdings by 104,000 shares in the third quarter, now holding 9.1728 million shares, which accounts for 0.64% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY. Year-to-date returns are 29.41%, ranking 1878 out of 4197 in its category, while the one-year return is 25.16%, ranking 2056 out of 4180 [2]

Market Overview - As of December 24, the Shanghai Composite Index closed at 3940.95 points, up by 20.97 points, representing a 0.53% increase [1] - The Shenzhen Component Index closed at 13486.42 points, up by 117.43 points, with a 0.88% increase [1] - The ChiNext Index closed at 3229.58 points, up by 24.57 points, reflecting a 0.77% increase [1] Stock Performance - A total of 89 A-shares had a turnover rate exceeding 20%, with six stocks, including C Jianxin and C Nabai Chuan, having turnover rates above 50% [1] - C Jianxin (688805) had a closing price of 58.12 yuan and a turnover rate of 77.25%, with a significant increase of 212.81% [1] - C Nabai Chuan (301667) closed at 82.73 yuan, with a turnover rate of 67.98%, but experienced a decline of 28.06% [1] - C Xihua (603248) closed at 26.01 yuan, with a turnover rate of 57.63%, and a decrease of 29.34% [1] - C Tiansu (301449) closed at 75.83 yuan, with a turnover rate of 54.69%, down by 24.93% [1] - Other notable stocks include C Youxun (688807) with a closing price of 231.60 yuan and a turnover rate of 50.23%, up by 14.03% [1] Additional Notable Stocks - Huazhong Cable (001208) closed at 21.05 yuan with a turnover rate of 49.18%, up by 6.10% [1] - Guangdao Tui (920680) closed at 1.32 yuan, with a turnover rate of 46.41%, and an increase of 29.41% [1] - Tongyu Communication (002792) closed at 34.71 yuan, with a turnover rate of 42.86%, up by 6.31% [1] - Shennong Agriculture (300189) closed at 7.90 yuan, with a turnover rate of 41.35%, up by 1.41% [1]

沪深股通今日合计成交1804.38亿，其中寒武纪和中际旭创分居沪股通和深股通个股成交额首位。板块主力资金方面，电新行业板块主 力资金净流入居首。ETF成交方面，现金流ETF（15939 9）成交额环比增长147%。 龙虎榜方面，多氟多获一家实力游资（中信证券西安朱雀大街）买入1.2亿；天际股份获两家实力游资（国泰海通证券成都北一环路、 国泰海通证券上海中山东路）合计买入1.77亿。商业航天概念冲高回落，人气股航天机电跌停，遭一家一线游资（国泰海通证券上海江 苏路）大幅卖出5.29亿。 一、沪深股通前十大成交 今日沪股通总成交金额为830亿，深股通总成交金额为974. 37亿。 | | | 沪股通（ 12月23日 ) | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 688256 | 寒武纪 | 20.76 | | 2 | 601138 | 工业富联 | 16.59 | | 3 | 601899 | 紫等鸡,不 | 16.21 | | ব | 601888 | 中国中免 | 16.13 | | 5 | 688041 | 海光信 ...

Market Overview - On December 23, the Shanghai Composite Index rose by 0.07%, the Shenzhen Component Index increased by 0.27%, the ChiNext Index went up by 0.41%, and the CSI 300 Index gained 0.20% [1] - Among the tradable A-shares, 1,509 stocks rose, accounting for 27.71%, while 3,856 stocks declined [1] Capital Flow - The main capital saw a net outflow of 44.851 billion yuan throughout the day [1] - The ChiNext experienced a net outflow of 7.894 billion yuan, while the STAR Market had a net outflow of 2.140 billion yuan [1] - The CSI 300 constituent stocks faced a net outflow of 7.938 billion yuan [1] Industry Performance - Out of the primary industries classified by Shenwan, 9 sectors saw gains, with the leading sectors being Electric Equipment and Building Materials, which rose by 1.12% and 0.88%, respectively [1] - The sectors with the largest declines were Social Services and Beauty Care, which fell by 2.07% and 1.65%, respectively [1] Industry Capital Inflow - Four industries had net capital inflows, with Electric Equipment leading at a net inflow of 3.793 billion yuan and a daily increase of 1.12% [1] - The Basic Chemical industry followed with a daily increase of 0.22% and a net inflow of 1.002 billion yuan [1] Industry Capital Outflow - A total of 27 industries experienced net capital outflows, with the Defense and Military Industry seeing the largest outflow of 8.698 billion yuan and a daily decline of 1.42% [1] - The Communication sector had a net outflow of 5.470 billion yuan and a daily drop of 0.53% [1] - Other sectors with significant outflows included Automotive, Computer, and Electronics [1] Individual Stock Performance - A total of 1,756 stocks had net capital inflows, with 583 stocks seeing inflows exceeding 10 million yuan [2] - The stock with the highest net inflow was Industrial Fulian, which rose by 3.70% with a net inflow of 1.304 billion yuan [2] - Other notable inflows were seen in Duofluor and Cambrian, with net inflows of 1.249 billion yuan and 1.165 billion yuan, respectively [2] - Conversely, 168 stocks experienced net outflows exceeding 100 million yuan, with China Duty Free, Aerospace Electronics, and Aerospace Machinery leading the outflows at 1.330 billion yuan, 1.297 billion yuan, and 1.257 billion yuan, respectively [2]