证券之星消息，1月26日水泥板块较上一交易日下跌0.56%，四川金顶领跌。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%。水泥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) | | | --- | --- | --- | --- | --- | --- | --- | | 605122 | 四方新材 | 14.08 | 2.18% | 4.84万 | | 6691.41万 | | 002233 | 塔牌集团 | 9.71 | 0.83% | 13.63万 | | + 1.32亿 | | 000401 | 全偶草东 | 4.88 | 0.41% | 17.41万 | | 8485.60万 | | 600585 | 海螺水泥 | 23.81 | 0.34% | 45.87万 | | 10.99亿 | | 600425 | 青松建化 | 4.58 | 0.22% | 46.08万 | | 2.12亿 | | 600801 | 华新建材 | 26.14 | 0.19% | 10.15万 | | 2.65亿 | | ...

从资金流向上来看，当日水泥板块主力资金净流出1.69亿元，游资资金净流出1365.24万元，散户资金净 流入1.83亿元。水泥板块个股资金流向见下表： 证券之星消息，1月23日水泥板块较上一交易日上涨0.4%，金隅集团领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。水泥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) | | | --- | --- | --- | --- | --- | --- | --- | | 601992 | 全隅集团 | 2.13 | 3.90% | 572.10万 | | 12.09亿 | | 600678 | 四川金顶 | 13.09 | 3.48% | 43.35万 | | · 5.63亿 | | 002596 | 烘脂肥炭 | 4.72 | 1.94% | 46.61万 | | 2.18亿 | | 605122 | 四方新材 | 13.78 | 1.55% | - 3.84万 | | 5258.65万 | | 000877 | 天山股份 | 5.72 | 1.42% ...

Group 1 - Sichuan Jinding's stock price increased by 5.69% to 13.37 CNY per share, with a trading volume of 246 million CNY and a turnover rate of 5.52%, resulting in a total market capitalization of 4.666 billion CNY [1] - The company, established on September 7, 1988, and listed on October 8, 1993, primarily engages in non-metallic mineral mining, processing, and product sales, with revenue composition as follows: limestone 86.66%, logistics and transportation 7.41%, calcium oxide 3.16%, rental income 1.43%, ready-mixed concrete and cement-stabilized crushed stone 1.41%, and IT services 0.02% [1] Group 2 - Among the top ten circulating shareholders of Sichuan Jinding, a fund under GF Fund ranks first, specifically the GF CSI All Share Construction Materials Index A (004856), which entered the top ten in Q3 with 853,300 shares, accounting for 0.24% of circulating shares, yielding an estimated profit of approximately 614,400 CNY today [2] - The GF CSI All Share Construction Materials Index A (004856) was established on August 2, 2017, with a current scale of 281 million CNY, achieving a year-to-date return of 9.89% (ranking 1478 out of 5546) and a one-year return of 21.92% (ranking 3331 out of 4261), with a cumulative return since inception of 5.47% [2] Group 3 - The fund manager of GF CSI All Share Construction Materials Index A (004856) is Lu Zhiming, who has a total tenure of 14 years and 239 days, managing assets totaling 25.098 billion CNY, with the best fund return during his tenure being 119.61% and the worst being -63.28% [3]

Market Overview - A-share major indices showed a significant rebound this week, with the weekly performance of the indices as follows: CSI 300 at -0.57%, ChiNext 300 at 1.39%, STAR 50 at 2.58%, CSI 500 at 2.18%, CSI 1000 at 1.27%, and the humanoid robot index at 1.48%, with the STAR 50 showing the most notable recovery [1] Recent Events and Highlights - China applied to the International Telecommunication Union (ITU) for frequency resources for over 200,000 satellites, with more than 190,000 satellites coming from the newly established Radio Innovation Institute. Experts are optimistic about the institute's role in integrating industry resources and leveraging China's large market to accelerate its industry to catch up with SpaceX [2] Current Perspectives - The establishment of the humanoid robot and embodied intelligence standardization technical committee by the Ministry of Industry and Information Technology is viewed positively for the humanoid robot industry chain, with related companies including Hengshuai Co., Junpu Intelligent, Anpeilong, Keda Li, Lens Technology, Changying Precision, Sanhua Intelligent Control, Fengmao Co., Top Group, and Wuzhou Xinchun [3] - Guangdong has launched its first provincial-level drone governance system, creating a drone resource pool and a provincial management platform to build a "one network for unified flight" service ecosystem, with related companies including Xindong Link, Wanfeng Aowei, Wolong Electric Drive, and Zongshen Power [3] - The China Academy of Information and Communications Technology's Tair System Laboratory recently issued a liquid cooling capability testing report and certificate to Shenzhen Invech Technology Co., indicating that AI data center construction is expected to drive demand for liquid cooling equipment, with related companies including Invech, Nanfeng Co., Chuanrun Co., and Bojie Co. [3] - China's application to the ITU for over 200,000 satellites coincides with the U.S. Federal Communications Commission granting SpaceX significant authorization to build, deploy, and operate an additional 7,500 second-generation Starlink satellites, with related companies including Superjet Co., Xindong Link, Guoji Precision, and Electric Science Digital [3]

Group 1 - The cement sector experienced a rise of 0.93% on January 19, with Shangfeng Cement leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - Key stocks in the cement sector showed significant price increases, with Shangfeng Cement closing at 13.41, up 4.36%, and Hainan Ruize at 4.73, up 4.19% [1] Group 2 - The cement sector saw a net outflow of 54.11 million yuan from institutional investors, while retail investors contributed a net inflow of 18.65 million yuan [2] - Major stocks like Conch Cement had a net inflow of 1.07 billion yuan from institutional investors, despite a net outflow from retail investors [3] - The overall trading volume in the cement sector indicated mixed investor sentiment, with some stocks experiencing significant outflows while others attracted retail interest [3]

Group 1 - The cement sector experienced a decline of 0.92% on January 16, with Jinyu Group leading the drop [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] - Key stocks in the cement sector showed varied performance, with Xizang Tianlu rising by 3.02% to a closing price of 11.25, while Jinyu Group fell by 9.95% to 1.90 [1][2] Group 2 - The cement sector saw a net inflow of 126 million yuan from institutional investors, while retail investors experienced a net outflow of 161 million yuan [2] - The trading volume for Xizang Tianlu was 1.2037 million hands, with a transaction value of 1.37 billion yuan, indicating strong interest despite the overall sector decline [1][2] - The main capital inflow was concentrated in stocks like Xizang Tianlu and Guotong Shares, with net inflows of 207 million yuan and 16.56 million yuan respectively [3]

Market Overview - The cement sector experienced a decline of 0.45% on January 13, with Sichuan Jinding leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Individual Stock Performance - Notable gainers included: - Qianou Group (601992) with a closing price of 2.13, up 9.79% and a trading volume of 1.84 million shares, totaling 392 million yuan [1] - Jinyu Cement (000401) closed at 4.62, up 1.09% with a trading volume of 170,600 shares, totaling 78.55 million yuan [1] - Major decliners included: - Sichuan Jinding (600678) with a closing price of 13.72, down 9.97% and a trading volume of 914,500 shares, totaling 1.274 billion yuan [2] - Shangfeng Cement (000672) closed at 12.73, down 5.56% with a trading volume of 289,300 shares, totaling 375 million yuan [2] Capital Flow Analysis - The cement sector saw a net outflow of 384 million yuan from institutional investors, while retail investors contributed a net inflow of 365 million yuan [2] - The table of capital flow indicates that: - Qianou Group had a net inflow of 604.26 million yuan from retail investors, but a net outflow of 8.67 million yuan from institutional investors [3] - Sichuan Jinding experienced a significant net outflow of 866.87 million yuan from institutional investors [3]

Group 1 - Sichuan Jinding (600678) experienced a 7.10% increase in stock price today, with a turnover rate of 35.04% and a trading volume of 1.859 billion yuan, showing a fluctuation of 10.99% [2] - The stock was listed on the Shanghai Stock Exchange's daily turnover list due to its turnover rate, with a net buying amount of 173 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 368 million yuan, with a buying amount of 270 million yuan and a selling amount of 97.179 million yuan, resulting in a net buying of 173 million yuan [2] Group 2 - In the first three quarters of 2025, the company reported a total operating income of 412 million yuan, representing a year-on-year growth of 84.41%, and a net profit of 32.0585 million yuan, reflecting a year-on-year increase of 620.08% [3] - The top buying brokerage seat was Kaiyuan Securities Co., Ltd. with a buying amount of approximately 111.3 million yuan, while the top selling brokerage seat was Guotai Junan Securities Co., Ltd. with a selling amount of approximately 24.7552 million yuan [3][4] - Over the past six months, the stock has appeared on the daily turnover list 26 times, with an average price drop of 0.56% the day after being listed and an average increase of 0.46% over the following five days [2]

Group 1 - The cement sector experienced a slight increase of 0.35% on January 12, with Jinju Group leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up by 1.09%, while the Shenzhen Component Index closed at 14366.91, up by 1.75% [1] - Key stocks in the cement sector showed varied performance, with Jin阳重列 rising by 10.23% and 四川金顶 increasing by 7.10% [1] Group 2 - The cement sector saw a net inflow of 363 million yuan from main funds, while retail investors experienced a net outflow of 54.14 million yuan [2] - Major stocks like 四川金顶 and 金隅集团 had significant net inflows from main funds, with 四川金顶 receiving 2.40 billion yuan [3] - Conversely, retail investors withdrew funds from several stocks, including 金隅集团 and 上峰水泥, indicating a shift in investor sentiment [3]

Market Overview - The Shanghai Composite Index is at 4129.43 points, above the five-day moving average, with a change of 0.22% [1] - The total trading volume of A-shares is 17,287.95 million yuan [1] Stocks Breaking the Five-Day Moving Average - A total of 227 A-shares have broken above the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Boxin Biological (博迅生物) with a deviation rate of 11.39% and a daily increase of 15.31% [1] - Fuzhijie Technology (复洁科技) with a deviation rate of 10.10% and a daily increase of 15.37% [1] - Zhongjiabo Chuang (中嘉博创) with a deviation rate of 7.95% and a daily increase of 10.06% [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Debang Lighting (得邦照明) with a daily increase of 9.98% and a deviation rate of 7.85% [1] - Jiaheng Home (嘉亨家化) with a daily increase of 8.87% and a deviation rate of 7.11% [1] - Pulutong (普路通) with a daily increase of 10.04% and a deviation rate of 6.71% [1] Summary of Deviation Rates - The following stocks have smaller deviation rates but have just crossed the five-day moving average: - New Hongtai (新宏泰) and Ninghu Gao (宁沪高速) have just crossed the five-day moving average with minor deviation rates [1]