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、 ...

Core Viewpoint - The photoresist concept sector has seen a significant increase, with a rise of 2.83% as of the market close on January 15, leading among concept sectors [1] Group 1: Market Performance - Within the photoresist sector, 62 stocks experienced gains, with Qicai Chemical reaching a 20% limit up, while Tongcheng New Materials and Dongcai Technology also hit the limit up [1] - Notable gainers included Shanghai Xinyang, Chipsource Micro, and Hengkun New Materials, which rose by 16.60%, 10.63%, and 10.23% respectively [1] - Conversely, the biggest losers were Tianlong Group, Aerospace Intelligence, and Aolaide, which fell by 20.02%, 4.39%, and 3.10% respectively [1][6] Group 2: Capital Flow - The photoresist sector attracted a net inflow of 3.292 billion yuan, with 51 stocks receiving net inflows, and 11 stocks exceeding 100 million yuan in net inflow [1] - The top stock for net inflow was Nanda Optoelectronics, with a net inflow of 631 million yuan, followed by Dongcai Technology, Tongcheng New Materials, and Jingrui Electric Materials with net inflows of 417 million yuan, 379 million yuan, and 346 million yuan respectively [1][2] Group 3: Capital Inflow Ratios - Stocks with the highest net inflow ratios included Tongcheng New Materials, Jiuri New Materials, and Hengkun New Materials, with ratios of 16.85%, 13.92%, and 13.37% respectively [2] - The photoresist concept capital inflow leaderboard featured Nanda Optoelectronics, Dongcai Technology, and Tongcheng New Materials, with respective net inflow ratios of 6.71%, 10.33%, and 16.85% [2][3]

| 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 ...