证券之星消息，1月16日橡胶板块较上一交易日上涨2.4%，联科科技领涨。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%。橡胶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) | | | --- | --- | --- | --- | --- | --- | --- | | 001207 | 联科科技 | 27.15 | 10.01% | 13.28万 | | 3.56亿 | | 301459 | 丰戊股份 | 46.58 | 6.59% | 3.12万 | | 1.44亿 | | 605183 | 确成股份 | 21.36 | 4.71% | 7.18万 | | 1.52亿 | | 603650 | 彤程新材 | 62.36 | 4.00% | - 54.00万 | | 33.91亿 | | 300731 | 科创新源 | 54.37 | 3.96% | 11.91万 | | 6.45 Z | | 300587 | 天铁科技 | 6.24 | 2.80% | 60.04万 | | 3.68亿 | | 301 ...

每经AI快讯，1月16日，芯片股早盘继续走强，天岳先进拉升涨超12%，彤程新材（603650）、三孚股 份（603938）、利扬芯片、恒坤新材、精测电子（300567）等涨超7%。 ...

扎根上海，是国内橡胶助剂龙头企业，通过收购北旭电子切入光刻胶赛道，目前聚焦KrF光刻胶的研发 与生产，在国内KrF光刻胶市场市占率位居前列。公司依托上海的半导体产业资源，与国内主流晶圆厂 建立了稳定的合作关系，其KrF光刻胶已实现规模化量产，广泛应用于存储芯片、功率器件等领域。 2026年公司筹划H股上市，拟募集资金用于高端光刻胶研发及产能扩建，进一步加码ArF光刻胶技术攻 坚。美国半导体关税政策倒逼国产替代提速，公司光刻胶产品凭借性价比与本土化服务优势，成为国内 晶圆厂替代进口的重要选择，业务收入占比持续提升，成为公司第二增长曲线。 3. 鼎龙股份（300054） 总部位于湖北武汉，是国内打印复印耗材龙头，跨界布局半导体材料领域，光刻胶业务聚焦抛光垫与光 刻胶配套材料，同时积极研发彩色光刻胶、ArF光刻胶。公司依托武汉光谷的半导体产业布局，与中芯 国际等头部晶圆厂合作紧密，其CMP抛光垫已实现进口替代，为光刻胶业务提供了客户资源与技术协 同。在光刻胶核心材料方面，公司的光引发剂、树脂等产品已通过下游验证，为光刻胶量产奠定了基 础。美国加征半导体关税后，国内晶圆厂对本土化配套材料需求激增，公司光刻胶及配套产品 ...

Market Overview - The A-share market experienced fluctuations on January 15, with the Shanghai Composite Index briefly falling below 4100 points before recovering at the close. The Shanghai Composite Index fell by 0.33%, while the Shenzhen Component Index rose by 0.41%, and the ChiNext Index increased by 0.56% [1] - The total trading volume in the Shanghai and Shenzhen markets was 29.388 billion yuan, significantly down by over 10 billion yuan compared to the previous day [1] Sector Performance Electronics Sector - The electronics sector saw a strong rally in the afternoon, with the electronic ETF (515260) rising by 1.88%, recovering its 5-day moving average. The sector attracted a net inflow of 16.862 billion yuan from institutional investors, leading all 31 primary industries [3][6] - Key stocks in the electronics sector included Unigroup Guowei, which hit a daily limit up of 10%, and Huazhong Microelectronics, which rose by 7.58% [4][5] Chemical Sector - The chemical sector also performed well, with the chemical ETF (516020) reaching a peak increase of 2.42% during the day and closing up by 1.43%, marking a new three-year high. The sector attracted 14.7 billion yuan in net inflows, leading the market [9][11] - Notable stocks included Tongcheng New Materials, which hit the daily limit up, and Hongda Co., which surged by 6.25% [9][13] AI and Robotics Sector - The AI and robotics sectors faced some challenges, with the general aviation ETF (159231) dropping by 3.56%. However, the ChiNext AI ETF (159363) and the Sci-Tech AI ETF (589520) also saw declines, indicating a mixed performance in this area [1][15] Investment Insights - Analysts from Huajin Securities believe that the recent adjustment of financing margin ratios will have a limited impact on A-share trends, as the market is currently in a slow bull phase supported by structural recovery in profits and low credit levels [2] - The electronics sector is expected to benefit from the U.S. government's recent imposition of tariffs on certain semiconductors, which may enhance domestic substitution sentiment [6] - The chemical industry is anticipated to experience a rebound in profitability as supply-demand dynamics stabilize, with AI-driven production capabilities expected to lead to new growth opportunities [13][14]

2026年1月15日稀土市场行情： 代码名称最新价（元）涨跌幅（%）成交额603650彤程新材59.9610.022.48亿元600259中稀有色 74.74.0413.46亿元002340格林美8.942.8836.30亿元002056横店东磁20.552.859.13亿元600549厦门钨业 51.922.8529.00亿元 本文源自：市场资讯 作者：行情君 根据包头稀土产品交易所显示，今日稀土主流产品价格继续上涨。氧化镨钕均价67.93万元/吨，上涨 0.74万元/吨；金属镨钕均价81.88万元/吨，上涨0.28万元/吨；氧化镝均价145.75万元/吨，上涨1.60万元/ 吨；氧化铽均价630.88万元/吨，上涨6.63万元/吨。今日询价氧化钕、氧化镨、氧化镧铈、氧化铕等产 品成交信息较少，请慎重参考。目前，原料现货库存依然偏紧，镨钕市场继续维持上行势头，但下游仍 维持刚需采购，今日成交放缓，价格增速减慢。镝铽市场热度较高，部分高价成交拉高市场预期，今日 上涨幅度较大，其他中重稀土产品价格保持平稳上涨。总体来看，今年春节较晚，节前交易时间充足， 排产量也比往年更多，采购需求更大，商家需持续关注下游采购节 ...

Group 1 - The chemical sector is showing strong performance, with the Chemical ETF (516020) reaching a new three-year high, closing up 1.43% after a peak intraday increase of 2.42% [1][10] - Key stocks in the sector include rubber additives, phosphorus chemicals, and soda ash, with notable gains from Tongcheng New Materials (up 10%), Hongda Co. (up 6.25%), and Guangdong Hongda (up 4.87%) [1][10] - Since the beginning of 2025, the Chemical ETF has outperformed major indices, with a cumulative increase of 48.29% compared to 22.7% for the Shanghai Composite Index and 20.75% for the CSI 300 Index [1][12] Group 2 - The basic chemical sector has attracted significant capital, with a net inflow of 14.694 billion yuan on a single day, leading all sectors in net inflow [4][14] - Over the past 60 days, the basic chemical sector has seen a total net inflow of 254.049 billion yuan, ranking second among all sectors [4][14] - The Chemical ETF has also been popular among investors, with a net subscription of over 310 million yuan in the last five trading days and more than 630 million yuan in the last ten days [6][14] Group 3 - Analysts from Huafu Securities predict that the chemical industry will experience a recovery in profitability in 2026, driven by supply-side reforms and new production capabilities in AI computing and robotics [15] - Tianfeng Securities notes that the chemical industry is entering a phase of capacity release, with a potential reversal in supply-demand dynamics expected in 2026 [15] - The Chemical ETF tracks the CSI Sub-Industry Chemical Theme Index, with nearly 50% of its holdings in large-cap leading stocks, providing investors with opportunities in various sub-sectors [16]

1月15日，三大指数涨跌不一，沪指盘中一度跌破4100点，创业板指午后探底回升。截止收盘，沪指跌0.33%，深证成指涨0.41%，创业板指涨0.56%。沪深 京三市成交额接近三万亿，较昨日大幅缩量逾一万亿。沪深两市成交额2.91万亿，较上一个交易日缩量1.04万亿。 盘面上，市场热点较为杂乱，全市场超65只股票涨停，3100只个股下跌。从板块来看，半导体板块午后走强，矽电股份20CM涨停创历史新高，彤程新材、 康强电子、三孚股份涨停。CPO概念震荡拉升，环旭电子涨停。旅游酒店板块表现活跃，陕西旅游、众信旅游、大连圣亚涨停。有色金属板块走高，四川黄 金、罗平锌电涨停。下跌方面，AI应用、商业航天等板块跌幅居前。高位人气股集体退潮，华人健康、浙文互联、中国卫通、金风科技、鲁信创投等多股 跌停。 今日全市场（不含ST股、退市股）共55股涨停，连板股总数16只，18股封板未遂，封板率为75%。焦点股方面，化工股博菲电气8天5板，AI应用概念股人 民网4连板、外服控股3连板，智能电网板块三变科技7天4板。 一、板块异动 二、涨跌停温度 三、涨跌家数 四、涨停揭秘 | | | | 金融界股灵通复盘(1.15) | | | ...

沪指1月15日下跌0.33%，申万所属行业中，今日上涨的有11个，涨幅居前的行业为电子、基础化工， 涨幅分别为1.67%、1.40%。基础化工行业位居今日涨幅榜第二。跌幅居前的行业为综合、国防军工， 跌幅分别为3.35%、2.80%。 资金面上看，两市主力资金全天净流出628.64亿元，今日有6个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨1.67%，全天净流入资金120.83亿元，其次是有色金属行业，日涨 幅为1.37%，净流入资金为19.36亿元。 主力资金净流出的行业有25个，计算机行业主力资金净流出规模居首，全天净流出资金185.56亿元，其 次是传媒行业，净流出资金为106.42亿元，净流出资金较多的还有国防军工、医药生物、非银金融等行 业。 基础化工行业今日上涨1.40%，全天主力资金净流入18.80亿元，该行业所属的个股共408只，今日上涨 的有296只，涨停的有8只；下跌的有105只，跌停的有3只。以资金流向数据进行统计，该行业资金净流 入的个股有200只，其中，净流入资金超亿元的有12只，净流入资金居首的是东材科技，今日净流入资 金4.17亿元，紧随其后的是彤程新材、 ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 光刻胶 | 2.83 | 小红书概念 | -5.25 | | 中芯国际概念 | 2.59 | Sora概念(文生视频) | -4.03 | | 存储芯片 | 2.33 | 拼多多概念 | -4.03 | | 国家大基金持股 | 2.30 | Web3.0 | -3.84 | | 草甘膦 | 2.29 | 军工信息化 | -3.82 | | 磷化工 | 2.14 | 快手概念 | -3.72 | | 金属锌 | 2.12 | DRG/DIP | -3.70 | | 光刻机 | 2.05 | 短剧游戏 | -3.54 | | 同花顺果指数 | 2.03 | MLOps概念 | -3.43 | | 金属钴 | 2.02 | 时空大数据 | -3.37 | 截至1月15日收盘，光刻胶概念上涨2.83%，位居概念板块涨幅第1，板块内，62股上涨，七彩化学20% 涨停，彤程新材、东材科技等涨停，上海新阳、芯源微、恒坤新材等涨幅居前，分别上涨16.60%、 10.63%、10.23%。跌幅居前的有天龙 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603650 | 彤程新材 | 59.96 | 10.00% | 39.43万 | 22.48 Z | | 920225 | 利通科技 | 36.81 | 3.81% | 5.47万 | 2.03亿 | | 300121 | 阳谷华泰 | 13.47 | 2.82% | 22.13万 | 2.95 亿 | | 605183 | 确成股份 | 20.40 | 2.77% | 2.88万 | 5849.54万 | | 300731 | 科创新源 | 52.30 | 1.26% | 7.04万 | 3.67亿 | | 002753 | 永东股份 | 7.35 | 1.10% | 9.03万 | 6597.58万 | | 001207 | 联科技 | 24.68 | 1.06% | 3.20万 | 7882.21万 | | 300767 | 震安科技 | 21.10 | 0.76% | 12.56万 | 2.70亿 | | 002224 | 三力士 | 4 ...