（来源：淘金ETF） 1. 我爱我家（000560） 是国内房产经纪龙头企业，成立于2000年，依托线下超3000家门店的网络布局，主营业务聚焦房产租 赁、二手房交易、新房代理及家居服务，是租售同权政策的核心受益标的。作为行业首批参与住房租赁 试点的企业，公司已累计服务超千万家庭，旗下"相寓"品牌在长租公寓领域具备显著规模优势，管理房 源超40万套。除租售同权外，公司还叠加了社区经济、数字化转型等热点概念，通过"线上平台+线下 门店"的模式提升运营效率。未来看点在于，随着租售同权政策深化，公司凭借成熟的租赁服务体系和 房源储备，有望进一步抢占市场份额，同时数字化工具的持续投入将推动服务体验升级，在行业周期复 苏中率先受益。 2. 华发股份（600325） 是珠海国资委旗下的老牌房企，成立于1992年，主营业务聚焦房地产开发、商业运营及物业服务，核心 布局粤港澳大湾区，是区域型房企的代表。作为租售同权板块的重要参与者，公司通过自持商业物业与 长租公寓项目，积极响应政策导向，旗下"华发优家"租赁品牌已落地多个核心城市。除租售同权外，公 司还叠加了大湾区建设、国企改革等热点概念，依托珠海本土资源优势，深度参与城市更 ...

2月3日，张江高科大宗交易成交5万股，成交额204.35万元，占当日总成交额的0.24%，成交价40.87 元，较市场收盘价40.87元持平。 | 交易日期 -- 证券简称 -- 证券代码 | | | 成交价(元) 成交金额[万元] 成交量(*) 买入营业部 | | 美出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | | 026-02-03 | 张江高科 | 600895 40.87 | 204.35 5 | 国器民生活器破份 | 忠德译塑料发喜限 | 190 | ...

Market Overview - The real estate development sector experienced a decline of 2.03% on January 26, with Hualian Holdings leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Stock Performance - Notable gainers included Suzhou Gaoxin, which rose by 10.06% to a closing price of 7.88, and Wolong New Energy, which increased by 9.97% to 8.71 [1] - Hualian Holdings saw a significant drop of 10.01%, closing at 6.29, with a trading volume of 156.48 million shares [2] Trading Volume and Capital Flow - The real estate development sector saw a net outflow of 1.837 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.08 billion yuan [2] - The trading volume for Suzhou Gaoxin was 528,200 shares, with a transaction value of 414 million yuan [1] Individual Stock Capital Flow - Suzhou Gaoxin had a net inflow of 1.18 billion yuan from institutional investors, representing 28.48% of its total trading volume [3] - Hualian Holdings faced a net outflow of 614.58 million yuan from retail investors, indicating a negative sentiment towards the stock [3]

Market Overview - On January 23, the real estate development sector rose by 1.07% compared to the previous trading day, with Huaxia Happiness leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Top Gainers in Real Estate Sector - Huaxia Happiness (600340) closed at 1.77, with a gain of 9.94% and a trading volume of 2.7 million shares, amounting to a transaction value of 472 million yuan [1] - Shunfa Hengneng (000631) closed at 3.90, up 8.94%, with a trading volume of 716,300 shares and a transaction value of 271 million yuan [1] - Xian Dao Ji Dian (600641) closed at 19.97, gaining 8.00%, with a trading volume of 765,500 shares and a transaction value of 1.491 billion yuan [1] - Other notable gainers include Daming City (600094) at 5.46 (+6.02%), and Zhu Tu Group (600185) at 7.04 (+5.71%) [1] Top Losers in Real Estate Sector - Chengtou Holdings (600649) closed at 5.16, down 5.15%, with a trading volume of 1.426 million shares and a transaction value of 744 million yuan [2] - Hefei Urban Construction (002208) closed at 14.96, down 3.30%, with a trading volume of 787,600 shares and a transaction value of 1.174 billion yuan [2] - Other notable losers include ST Zhongdi (000609) at 8.12 (-2.29%) and Dayue City (000031) at 3.34 (-1.76%) [2] Capital Flow Analysis - On the same day, the real estate development sector experienced a net outflow of 29.22 million yuan from institutional investors, while retail investors saw a net inflow of 613 million yuan [2] - The main capital inflow was observed in Poly Development (600048) with a net inflow of 206 million yuan, while Huaxia Happiness (600340) had a net outflow of 148 million yuan from main capital [3] - Other companies with significant capital movements include Xian Dao Ji Dian (600641) with a net inflow of 114 million yuan and Zhu Tu Group (600185) with a net inflow of 70.56 million yuan [3]

资料显示，上海张江高科技园区开发股份有限公司位于上海市松涛路560号17层，成立日期1996年4月18 日，上市日期1996年4月22日，公司主营业务涉及受让地块内的土地开发与土地使用权经营,商业化高科 技项目投资与经营等。主营业务收入构成为：房产分部100.00%。 张江高科所属申万行业为：房地产-房地产开发-产业地产。所属概念板块包括：园区开发、MSCI概 念、上海国资、新能源车、基金重仓等。 1月23日，张江高科盘中上涨2.05%，截至14:25，报45.23元/股，成交14.21亿元，换手率2.04%，总市值 700.47亿元。 资金流向方面，主力资金净流入922.65万元，特大单买入1.32亿元，占比9.26%，卖出1.36亿元，占比 9.55%；大单买入3.99亿元，占比28.07%，卖出3.86亿元，占比27.13%。 张江高科今年以来股价涨3.03%，近5个交易日跌0.57%，近20日涨11.60%，近60日涨1.12%。 责任编辑：小浪快报 截至9月30日，张江高科股东户数26.24万，较上期增加50.84%；人均流通股5901股，较上期减少 33.71%。2025年1月-9月，张江高科实现 ...

Core Viewpoint - The lithography machine sector experienced a decline of 0.79%, with significant losses in companies such as Meike Technology, Chipone Microelectronics, and Kema Technology, while some companies like Tengjing Technology, Su Da Weige, and Dazhu Laser saw gains of 20.00%, 3.54%, and 3.48% respectively [1][2]. Group 1: Market Performance - The lithography machine concept ranked among the top decliners in the market, with a drop of 0.79% [1][2]. - The sector saw a net outflow of 1.017 billion yuan, with 36 stocks experiencing net outflows, and 7 stocks exceeding 100 million yuan in outflows [2]. - Zhangjiang Hi-Tech led the outflows with a net outflow of 261 million yuan, followed by Xinlai Materials and Jingfang Technology with outflows of 235 million yuan and 207 million yuan respectively [2]. Group 2: Individual Stock Performance - Tengjing Technology led the gainers in the lithography machine sector with a rise of 20.00%, followed by Su Da Weige and Dazhu Laser with increases of 3.54% and 3.48% respectively [1][5]. - The top decliners included Kema Technology with a drop of 5.31%, Chipone Microelectronics down 5.45%, and Meike Technology down 7.16% [3][4]. - The trading volume for Zhangjiang Hi-Tech was 2.53%, while Kema Technology had a turnover rate of 8.20% [3][4].

Group 1 - The core transaction involved Zhangjiang Hi-Tech's block trade of 125,000 shares, amounting to 5.1275 million yuan, which represented 0.23% of the total trading volume for the day [1] - The transaction price was 41.02 yuan per share, reflecting a discount of 9.25% compared to the market closing price of 45.2 yuan [1] - The buying brokerage for the transaction was CITIC Securities, while the selling brokerage was Gongtong Securities [2]

光刻机概念股短线拉升，茂莱光学涨近10%，波长光电涨超8%，新莱应材、张江高科、蓝英装备纷纷 拉升。 ...

1月19日，张江高科大宗交易成交5万股，成交额205.1万元，占当日总成交额的0.13%，成交价41.02 元，较市场收盘价44.89元折价8.62%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | | 026-01-19 | 张江高科 | 600895 | 41.02 205.1 | 有度書籍等意醫院 | 器量量量增益器品 | 营 | ...

银河收益混合（151002）基金经理为郑可成、魏璇。 截至发稿，郑可成累计任职时间17年287天，现任基金资产总规模7.14亿元，任职期间最佳基金回报 124.06%， 任职期间最差基金回报-8.1%。 资料显示，上海张江高科技园区开发股份有限公司位于上海市松涛路560号17层，成立日期1996年4月18 日，上市日期1996年4月22日，公司主营业务涉及受让地块内的土地开发与土地使用权经营,商业化高科 技项目投资与经营等。主营业务收入构成为：房产分部100.00%。 从基金十大重仓股角度 数据显示，银河基金旗下1只基金重仓张江高科。银河收益混合（151002）三季度持有股数3万股，占基 金净值比例为0.94%，位居第八大重仓股。根据测算，今日浮亏损失约1.11万元。连续3天下跌期间浮亏 损失7.65万元。 银河收益混合（151002）成立日期2003年8月4日，最新规模1.75亿。今年以来收益1.52%，同类排名 6480/8838；近一年收益11.35%，同类排名6394/8089；成立以来收益605.46%。 1月14日，张江高科跌0.82%，截至发稿，报44.99元/股，成交32.97亿元，换手率4. ...