从资金流向上来看，当日工程咨询服务板块主力资金净流出1.05亿元，游资资金净流入1.14亿元，散户资 金净流出954.57万元。工程咨询服务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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600667 | 太极实业 | 7818.00万 | 3.59% | 1656.60万 | 0.76% | -9474.60万 | -4.35% | | 600629 | 华建集团 | 3934.73万 | 5.01% | 1834.36万 | 2.34% | -5769.09万 | -7.35% | | 300778 | 新城市 | 2965.01万 | 15.49% | -434.87万 | -2.27% | -2530.14万 | -13.22% | | 301505 苏州规划 | | 2401.20万 | 11.32% | 122.37万 | 0.58% | -2523.57万 | -11.90% ...

Group 1 - SMIC (688981) is the largest and most advanced wafer foundry in mainland China, mastering 14nm FinFET technology and maintaining the highest capacity in 28nm mature process domestically, providing foundry services for storage chips [1][40] - The company has received multiple rounds of funding from the National Integrated Circuit Industry Investment Fund, playing a key role in breaking overseas dependence in the domestic storage chip manufacturing sector [1][41] - SMIC also participates in setting multiple industry standards in the domestic semiconductor manufacturing field, consolidating its core voice in the industry chain [1][41] Group 2 - North Huachuang (002371) is a leading semiconductor equipment company in Beijing, providing a full range of equipment for storage chip manufacturing, including etching machines and cleaning machines [2][40] - The company has successfully entered the supply chains of domestic storage manufacturers like Yangtze Memory Technologies and Changxin Memory Technologies, breaking the monopoly of foreign manufacturers [2][41] - With the accelerated expansion of domestic storage chip capacity, North Huachuang's equipment orders continue to grow, and it is establishing new production bases in Tianjin and Yixing [2][41] Group 3 - Hua Hong Semiconductor (688347) focuses on specialty process wafer foundry and is a key player in the domestic storage chip sector, specializing in mature processes like 90nm and 55nm [3][40] - The company provides stable foundry services for domestic storage chip design companies and is expanding its specialty process production lines with support from the National Integrated Circuit Industry Investment Fund [3][41] - Hua Hong has also achieved IATF16949 certification for automotive-grade storage chip processes, enhancing its capabilities in the automotive sector [3][41] Group 4 - Zhongwei (688012) is a global leader in semiconductor etching equipment, with its 5nm etching equipment already in commercial application [4][40] - The company has entered the supply chains of major domestic storage manufacturers and has also penetrated the supply chains of international giants like TSMC and Micron [4][41] - Zhongwei's R&D team comprises over 70% of its workforce, and it holds more than a thousand patents, continuously increasing its market share in the etching equipment sector [4][41] Group 5 - Zhaoyi Innovation (603986) is a leading domestic NOR Flash company, ranking among the top three globally, and is one of the few domestic companies involved in DRAM chip design [5][40] - The company has achieved mass production of 19nm DRAM chips, filling a technology gap in the domestic market, and has established deep cooperation with Changxin Memory Technologies [5][41] - Zhaoyi Innovation has received support from the National Integrated Circuit Industry Investment Fund, focusing its R&D investments on high-end storage chips [5][41] Group 6 - Shengyi Technology (600183) is a leading domestic copper-clad laminate manufacturer, playing a crucial role in the localization of basic materials for the storage chip industry [6][40] - The company has entered the supply chains of major domestic storage packaging companies and provides raw materials to international giants like Samsung and SK Hynix [6][41] - Shengyi is expanding its production capacity in Shaanxi and Jiangsu, with its performance steadily growing alongside the increasing demand for domestic storage chips [6][41] Group 7 - Lanke Technology (688008) is a global leader in memory interface chips, with a market share exceeding 40% for DDR4/DDR5 memory interface chips [7][40] - The company has developed solutions for DDR5 memory interfaces in collaboration with Changxin Memory Technologies, promoting the commercialization of domestic storage modules [7][41] - Lanke's R&D investments focus on cutting-edge fields, extending its product layout into storage control chips [7][41] Group 8 - Shennan Circuits (002916) is a leading domestic printed circuit board manufacturer, focusing on high-end PCB and packaging substrate manufacturing [8][40] - The company has developed storage packaging substrates that meet high reliability and density requirements, entering the supply chains of major domestic storage manufacturers [8][41] - Shennan is also expanding its high-end packaging substrate production lines in Wuxi to further meet the needs of the storage industry [8][41] Group 9 - Jiangbolong (301308) is a leading domestic storage module company, focusing on promoting the application of domestic storage chips in various fields [9][40] - The company has established deep cooperation with domestic storage chip manufacturers and has launched products equipped with domestic storage chips [9][41] - Jiangbolong has acquired the global storage brand Lexar to leverage its overseas channels, increasing its international market presence [9][41] Group 10 - Xian Yicai-U (688783) is a key player in the domestic silicon wafer sector, focusing on the production of 12-inch polished wafers and epitaxial wafers [10][40] - The company has achieved mass production of 12-inch wafers, breaking the monopoly of foreign manufacturers [10][41] - Xian Yicai has received multiple rounds of investment from the National Integrated Circuit Industry Investment Fund, continuously releasing production capacity [10][41] Group 11 - Tuo Jing Technology (688072) is a leading domestic thin film deposition equipment manufacturer, with a market share exceeding 60% for PECVD equipment in domestic storage chip manufacturing [11][40] - The company has entered the supply chains of major domestic storage manufacturers and has also supplied equipment to overseas storage companies [11][41] - Tuo Jing's R&D investment exceeds 30%, continuously launching new equipment suitable for advanced 3D NAND processes [11][41] Group 12 - Shengmei Shanghai (688082) is a leading domestic semiconductor cleaning equipment manufacturer, developing advanced cleaning technologies for storage chip manufacturing [12][40] - The company has entered the supply chains of major domestic storage manufacturers and has also penetrated the supply chains of international giants [12][41] - Shengmei is building a new production base in Shanghai to further meet the equipment needs of storage chip manufacturers [12][41] Group 13 - Huarun Micro (688396) is a leading domestic power semiconductor company, providing packaging and testing services for storage chips [13][40] - The company has expanded its production lines for power semiconductors and storage packaging in Chongqing, enhancing its capabilities in the storage sector [13][41] - Huarun Micro's industrial-grade storage chips have achieved AEC-Q100 certification, enabling them to enter the automotive electronics market [13][41] Group 14 - Changchuan Technology (300604) is a leading domestic semiconductor testing equipment manufacturer, focusing on testing equipment for storage chips [14][40] - The company has entered the supply chains of major domestic storage manufacturers and has received investment from the National Integrated Circuit Industry Investment Fund [14][41] - Changchuan has acquired Singapore's STI company to enhance its competitiveness in the storage testing field [14][41] Group 15 - Changdian Technology (600584) is a global leader in semiconductor packaging and testing, providing high-end packaging services for domestic storage chip design companies [15][40] - The company has established R&D centers in Singapore and South Korea, taking on packaging orders from international giants [15][41] - Changdian has received support from the National Integrated Circuit Industry Investment Fund, continuously expanding its advanced packaging capacity [15][41]

每经AI快讯，有投资者在投资者互动平台提问：董秘你好！公司工程总包业务营业收入占公司年度营 业收入的79.52%，请问工程总包详细是什么工程？有什么工程？ （文章来源：每日经济新闻） 太极实业（600667.SH）1月16日在投资者互动平台表示，公司下属子公司十一科技的工程技术服务业 务主要服务于电子高科技与高端制造、生物医药与保健、市政与路桥、物流与民用建筑、电力、综合业 务等6大业务领域。公司工程技术服务业务具体情况详见公司披露的定期报告。 ...

证券之星消息，1月16日工程咨询服务板块较上一交易日上涨0.71%，太极实业领涨。当日上证指数报收 于4101.91，下跌0.26%。深证成指报收于14281.08，下跌0.18%。工程咨询服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600667 | 太极实业 | 9.30 | 8.14% | 332.54万 | | 30.51亿 | | 300844 | 山水比德 | 43.80 | 7.86% | 3.88万 | | 1.65亿 | | 002949 | 华阳国际 | 16.25 | 3.44% | 7.06万 | | 1.14亿 | | 920427 | 保健设计 | 14.81 | 3.42% | 3.92万 | | 5833.18万 | | 300492 | 类图川谐 | 92.34 | 3.32% | 3.02万 | | 2.77亿 | | 301038 | 深水规院 | 25.38 | 3.05% | 11.30万 | | 2.87亿 ...

Market Overview - The market opened high but closed lower, with the Shanghai Composite Index down 0.26%, the Shenzhen Component Index down 0.18%, and the ChiNext Index down 0.2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.06 trillion yuan, an increase of 118 billion yuan compared to the previous trading day, with over 2,900 stocks declining [3] Semiconductor Sector - The semiconductor industry chain showed strong performance, with stocks like Changdian Technology hitting the daily limit and reaching a five-year high. Other stocks such as Meige Technology, Kangqiang Electronics, and Shenghui Integration also hit the daily limit [5] - The storage chip concept continued to rise in the afternoon, with Jiangbolong's market value reaching 148.2 billion yuan and increasing over 13%, while Baiwei Storage's market value reached 86 billion yuan with a rise of over 17%, both hitting historical highs [5] - According to a report from Counterpoint Research, the storage market has entered a "super bull market" phase, with expectations of a 40%-50% increase in Q1 2026 and an additional 20% increase in Q2 2026 [5] Investment Outlook - Guojin Securities suggests that the A-share market is likely to perform well in the future, driven by marginal improvements in liquidity, which is common during the spring market [9] - Huashan Securities emphasizes that the market's expectations for price stabilization and investment recovery are rising, with overall liquidity being ample and market activity high, which continues to drive market strength [9] - Huajin Securities believes that the slow bull market in A-shares will continue, focusing on growth stocks that are expected to rebound, with technology and cyclical sectors likely to see continued profit growth [9]

格隆汇1月16日｜A股市场存储芯片概念股午后涨幅进一步扩大，其中，汇成股份20CM涨停，佰维存储 触及20CM涨停，盈新发展、赛腾股份(603283)、兆易创新(603986)、太极实业(600667)、通富微电 (002156)10CM涨停，精测电子(300567)涨超16%，江波龙、华润微等跟涨。 ...

格隆汇1月16日｜A股市场存储芯片概念股午后涨幅进一步扩大，其中，汇成股份20CM涨停，佰维存储 触及20CM涨停，盈新发展、赛腾股份、兆易创新、太极实业、通富微电10CM涨停，精测电子涨超 16%，江波龙、华润微等跟涨。 ...

储存器概念股盘中震荡上行，佰维储存涨超11%，太极实业、江波龙、兆易创新涨超6%。 ...

证券日报网讯1月15日，太极实业（600667）发布公告称，公司及子公司不存在为公司控股股东和实际 控制人及其关联人提供担保的情况，无逾期担保情况。 ...

证券代码：600667 证券简称：太极实业 公告编号：临 2026-001 无锡市太极实业股份有限公司 关于为子公司太极半导体银行授信提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 担保对象及基本情况 | 被担保人名称 | 本次担保金额 | 实际为其提供的 | | 是否在前期预计 | 本次担保是否有 | | --- | --- | --- | --- | --- | --- | | | | 担保余额（不含本 次担保金额） | | 额度内 | 反担保 | | 太极半导体（苏州） 有限公司 | 万元 9,900 | 20,419.61 | 万元 | 是 | 否 | 注："实际为其提供的担保余额（不含本次担保金额）"系截至 2025 年 12 月 31 日无锡市太 极实业股份有限公司（以下简称"公司"）为子公司太极半导体（苏州）有限公司（以下简 称"太极半导体"）实际提供的担保余额（其中外币担保余额已根据 2025 年 12 月末汇率折 算为人民币）。 累计担保情况 | 对外担保逾期的累计金额（万 ...