今日早盘，A股市场集体反弹，沪指涨超1%， 创业板指高开高走涨超2%， 科创50指数盘中涨超4%。沪深两市半日成交额2.22万亿，较上个交易日 缩量2155亿。盘面上热点快速轮动， 全市场超4700只个股上涨，超百股涨停。 7x24h电报 头条新闻 VIP资讯 实时盯盘 下载财联社APP获取更多资讯 准确 快速 权威 专业 从板块来看， AI应用概念连续爆发， 二十余只成分股涨停，利欧股份9天6板，新华网、三江购物3连板，石基信息、新华都等涨停。半导 体板块走高，亚翔集成涨停创历史新高。 商业航天概念反复活跃， 海格通信3连板创新高。三维天地、佳缘科技、大唐电信等多股涨停。阿里云概念持续拉升，杭钢股份、数据港双 双涨停。截至收盘，沪指涨1.2%，深成指涨1.98%，创业板指涨2.24%。 ...

亚翔集成股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有12个交易日股价刷新历史 纪录。截至09:40，该股目前上涨8.08%，股价报136.36元，成交131.59万股，成交金额1.73亿元，换手 率0.62%，该股最新A股总市值达290.94亿元，该股A股流通市值290.94亿元。 证券时报·数据宝统计显示，亚翔集成所属的建筑装饰行业，目前整体涨幅为0.37%，行业内，目前股价 上涨的有99只，涨幅居前的有亚翔集成、农尚环境、勘设股份等，涨幅分别为8.08%、8.02%、6.38%。 股价下跌的有49只，跌幅居前的有上海港湾、杭萧钢构、东南网架等，跌幅分别为8.42%、7.57%、 5.51%。 机构评级来看，近10日共有1家机构对该股进行评级，1月13日国泰海通证券发布的研报给予公司目标价 为162.80元。 公司1月12日在交易所互动平台披露，截至最新（1月10日）股东户数为19134户，较上期（12月31日） 减少5871户，环比下降23.48%。 公司发布的三季报数据显示，前三季度公司共实现营业收入31.09亿元，同比下降29.63%，实现净利润 4.42亿元，同比增长0.78%，基本 ...

以最新收盘价计算，A股平均股价为14.69元，其中股价超过100元的有216只，相比上一个交易日减少3 只。 百元股作为判定市场热度的信号之一，历来受到投资者关注。证券时报·数据宝统计显示，截至1月13日 收盘，沪指报收4138.76点，下跌0.64%，A股平均股价为14.69元，个股股价分布看，股价超过100元的 有216只，股价在50元至100元的有528只，股价在30元至50元的有822只。 获机构买入型评级个股中，共有2条评级记录中对相关个股给出了未来目标价。以公布的预测目标价与 最新收盘价进行对比显示，共有2股上涨空间超20%，亚翔集成上涨空间最高，国泰海通证券预计公司 最大目标价为162.80元，上涨空间达29.04%，其次是壹连科技，上涨空间为28.39%。（数据宝） 高价股一览 | 代码 | 简称 | 最新收盘价（元） | 今日涨跌（%） | 换手率（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 600519 | 贵州茅台 | 1411.00 | -0.86 | 0.31 | 食品饮料 | | 688256 | 寒武纪 | 1408.09 ...

国泰海通证券日前研报指出，亚翔集成母公司亚翔工程单12月合并营业收入同增165.2%，单四季度合 并营业收入同增133.7%，给予公司2026年37倍PE，上调目标价至162.8元，维持"增持"评级。亚翔集成 营收占母公司营收2024年比例为37%，2025年前三季度比例为26%。2025年新签重大合同合计47.4亿 元，新得标项目预计将在2025年第三季度后展开工程实体安装。加大海外市场拓展力度，进一步开拓东 南亚及其他国际市场。 ...

Core Viewpoint - Cathay Securities' recent report indicates that Yaxing Engineering's consolidated revenue for December increased by 165.2%, and the consolidated revenue for the fourth quarter rose by 133.7%, leading to a target price adjustment to 162.8 yuan with a 37x PE for 2026, maintaining a "buy" rating [1] Group 1 - Yaxing Integrated's revenue is expected to account for 37% of the parent company's revenue in 2024 and 26% in the first three quarters of 2025 [1] - The total value of major new contracts signed in 2025 amounts to 4.74 billion yuan, with new projects expected to commence physical installation after the third quarter of 2025 [1] - The company is intensifying efforts to expand into overseas markets, particularly in Southeast Asia and other international regions [1]

公司1月12日在交易所互动平台披露，截至最新（1月10日）股东户数为19134户，较上期（12月31日） 减少5871户，环比下降23.48%。 公司发布的三季报数据显示，前三季度公司共实现营业收入31.09亿元，同比下降29.63%，实现净利润 4.42亿元，同比增长0.78%，基本每股收益为2.0700元，加权平均净资产收益率23.06%。（数据宝） （文章来源：证券时报网） 亚翔集成股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有11个交易日股价刷新历史 纪录。截至09:36，该股目前上涨4.25%，股价报129.88元，成交91.69万股，成交金额1.16亿元，换手率 0.43%，该股最新A股总市值达277.11亿元，该股A股流通市值277.11亿元。 证券时报·数据宝统计显示，亚翔集成所属的建筑装饰行业，目前整体跌幅为0.86%，行业内，目前股价 上涨的有24只，涨幅居前的有杭萧钢构、广咨国际、深圳瑞捷等，涨幅分别为10.10%、8.21%、 5.43%。股价下跌的有135只，跌停的有上海港湾、*ST东易等3只。 ...

Macroeconomic Insights - The US unemployment rate fell to 4.4% in December, down from a revised 4.5% in November, indicating a temporary halt in concerns over job market deterioration[11] - The US manufacturing PMI declined while the services PMI increased, reflecting mixed economic signals[7] - Consumer confidence in the US continued to recover in January, with inflation expectations slightly rising[7] Market Trends - Risk assets generally rose in the week of January 2-9, 2026, with major economies' stock markets and commodity prices increasing[7] - The 10-year US Treasury yield rose by 5.7%, while domestic 10Y government bond futures prices fell by 0.1%[7] - The dollar index increased by 0.7%, with the USD/CNY exchange rate at 6.98, indicating a slight appreciation of the yuan[7] Sector Performance - The AI application sector is expected to see significant growth, with a projected compound annual growth rate (CAGR) of over 35% for the AI industry and over 63% for the large model market[23] - The consumer electronics sector, particularly smart glasses, is experiencing rapid growth, with a projected 110% year-on-year increase in global shipments in the first half of 2025[38] Investment Recommendations - It is advised to overweight A/H shares due to multiple factors supporting Chinese equity performance, including an expected expansion of the fiscal deficit and a more aggressive economic policy[18] - Gold is recommended for overweight allocation due to its strong resilience and safe-haven attributes amid rising geopolitical uncertainties[20] - The report suggests a cautious approach to oil investments, recommending a lower allocation due to expected price pressures from geopolitical events and US policy directions[20]

187只股公布截至1月10日最新股东户数，相比上期股东户数下降的有81只，降幅居前的是亚翔集成、燕 京啤酒、浙江华远等。 其次是燕京啤酒，截至1月10日最新股东户数为45767户，较12月31日下降16.65%，筹码集中以来该股 累计上涨7.48%，累计换手率为8.37%，其间主力资金净流出8696.71万元。 市场表现方面，最新一期筹码集中股1月1日以来平均上涨3.93%，涨幅居前的有亚翔集成、联发股份、 图南股份等，分别上涨30.46%、25.91%、13.28%。所属行业来看，筹码集中股中汽车、机械设备、电 子等行业最为集中，分别有10只、9只、6只个股上榜。 最新筹码集中股业绩 投资者除了在定期报告中获得股东信息数据外，还可以在交易所互动平台上通过提问方式了解部分公司 更及时（每月10日、20日、月末）的股东户数信息。以往3期分别有878家、1052家、1032家公司在互动 平台透露了股东户数，截至发稿，共有187家公司公布了截至1月10日股东户数。 上期筹码集中股回测：42%跑赢沪指 证券时报·数据宝对上一期(12月31日)筹码集中股监测显示，这些股12月21日以来平均上涨7.76%，走势 强于同期 ...

- The report introduces a quantitative model named "250-day new high distance" to track market trends and identify investment hotspots. The model is based on momentum and trend-following strategies, emphasizing the effectiveness of monitoring stocks near their 52-week high prices[11][19][20] - The construction process of the "250-day new high distance" model is as follows: Formula: $ 250\text{-day new high distance} = 1 - \frac{Close_t}{ts\_max(Close, 250)} $ Explanation: - $ Close_t $ represents the latest closing price - $ ts\_max(Close, 250) $ represents the maximum closing price over the past 250 trading days If the latest closing price reaches a new high, the distance equals 0; otherwise, it is a positive value indicating the degree of price fallback[11] - The report evaluates the model positively, highlighting its ability to capture market trends and identify leading stocks in various sectors. It references studies by George (2004), William O'Neil, and Mark Minervini, which support the effectiveness of tracking stocks near their high prices[11][19] - The model's testing results show that as of January 9, 2026, major indices such as the Shanghai Composite Index, Shenzhen Component Index, and CSI 500 have a "250-day new high distance" of 0.00%, indicating they are at their peak levels. Other indices like CSI 300 and ChiNext have distances of 0.66% and 0.06%, respectively[12][13][33] - A quantitative factor named "Stable New High Stocks" is constructed to identify stocks with smooth price paths and consistent momentum. The factor incorporates analyst attention, relative price strength, price path smoothness, and sustained new high performance[26][28] - The construction process of the "Stable New High Stocks" factor includes: - Analyst attention: At least five buy or overweight ratings in the past three months - Relative price strength: Top 20% in 250-day price change - Price path smoothness: Evaluated using metrics like price displacement ratio - Sustained new high performance: Average "250-day new high distance" over the past 120 days and the last five days[26][28] - The factor is positively evaluated for its ability to capture stocks with strong and consistent momentum, supported by studies on smooth price paths and investor underreaction to gradual price changes[26][28] - Testing results for the "Stable New High Stocks" factor show that 50 stocks were selected, with the highest representation in cyclical and technology sectors. Notable stocks include Yuanjie Technology, Yaxiang Integration, and Xinwei Communication[29][34]

Market Trends and Highs - The report tracks stocks, industries, and sectors reaching new highs, indicating market trends and hotspots [1][4] - As of January 9, 2026, major indices such as the Shanghai Composite and Shenzhen Component are at 0.00% distance from their 250-day highs, while the CSI 300 is at 0.66% [5][23] - Among the CITIC first-level industry indices, home appliances, defense, non-ferrous metals, media, and electronics are closest to their 250-day highs, while food and beverage, banking, pharmaceuticals, real estate, and utilities are further away [8][24] High-Performing Stocks - A total of 911 stocks reached 250-day highs in the past 20 trading days, with the highest numbers in machinery, electronics, and basic chemicals [2][13] - The highest proportion of new high stocks is found in the defense, non-ferrous metals, and oil and petrochemical sectors, with respective proportions of 48.36%, 43.09%, and 32.00% [13][24] - The manufacturing and technology sectors have the most stocks reaching new highs this week, with respective counts of 323 and 241 [15] Stable High-Performing Stocks - The report identifies 50 stable high-performing stocks based on analyst attention, relative strength, price path stability, and continuity of new highs [3][19] - The cyclical and technology sectors have the most stocks selected, with 22 and 14 respectively, and the non-ferrous metals and electronics industries leading within these sectors [19][24]