Market Overview - The Shanghai Composite Index closed at 4136.16 points, up 0.33% [3] - The Shenzhen Component Index closed at 14439.66 points, up 0.79% [3] - The ChiNext Index closed at 3349.5 points, up 0.63% [3] - The STAR Market Index closed at 1899.78 points, up 1.85% [3] Sector Performance - The photovoltaic industry chain surged, with significant gains in space photovoltaic stocks [4] - The commercial aerospace concept stocks also saw a strong rally, while basic metals experienced a wave of涨停 [4] - AI applications and robotics themes were active, whereas the computing hardware industry chain adjusted, with CPO direction leading the decline [4] Key Sector Gains - Photovoltaic equipment rose by 10.07% with a net inflow of 9.103 billion [5] - BC batteries increased by 8.56% with a net inflow of 7.459 billion [5] - Zinc metal gained 5.01% with a net inflow of 0.933 billion [5] - Lead metal rose by 4.97% with a net inflow of 0.537 billion [5] - Silicon energy increased by 4.85% with a net inflow of 2.835 billion [5] Notable Stocks - Liancheng CNC surged by 29.99% to 47.16 [6] - Optech rose by 29.98% to 17.21 [6] - Laplace increased by 20.01% to 55.54 [6] - Maiwei shares rose by 20.00% to 324.36 [6] - JinkoSolar increased by 20.00% to 6.90 [6] Commercial Aerospace Stocks - Ruihua Tai rose by 20.01% to 25.91 [7] - Qianhe Optoelectronics increased by 20.01% to 39.17 [7] - Deen Precision rose by 20.00% to 31.32 [7] - Multiple stocks in this sector saw gains of 20% or more [7] Capital Flow - Main capital inflows were observed in power equipment, non-ferrous metals, national defense, and machinery sectors [10] - Notable inflows included Longi Green Energy with 2.692 billion, Aerospace Electronics with 1.886 billion, and Goldwind Technology with 1.832 billion [11] - Significant outflows were seen in stocks like New Yisheng with 3.414 billion, TBEA with 3.218 billion, and Zhongji Xuchuang with 3.045 billion [12] Institutional Insights - CITIC Construction pointed out that high silver prices are driving industrial transformation, marking the beginning of the "copper" era in photovoltaic metalization [13] - Huachuang Securities highlighted the significant potential in China's commercial aviation engine market, suggesting focus on three key industry chains [13] - CITIC Securities expects stable sales for the liquor industry during the 2026 Spring Festival, indicating opportunities for bottom-fishing in the sector [14]

Core Viewpoint - The A-share market is experiencing a surge in autonomous driving concept stocks, driven by positive developments in regulatory approvals for Tesla's Full Self-Driving (FSD) technology [1][2]. Group 1: Stock Performance - Ruichuang Micro-Nano (688002) reached a 20% limit up, with a total market capitalization of 56.8 billion and a year-to-date increase of 22.33% [2]. - Jingwei Hengrun (688326) rose by 16.7%, with a market cap of 17.3 billion and a year-to-date increase of 22.61% [2]. - Hanxin Technology (920092) increased by 10.72%, with a market cap of 2.854 billion and a year-to-date increase of 22.81% [2]. - Siwei Tuxin (002405) saw a rise of 9.98%, with a market cap of 26.6 billion and a year-to-date increase of 24.75% [2]. - Other notable performers include Huayi Technology (688071) up by 9.75%, Jiu Zhi Yang (300516) up by 9.32%, and Jingjin Electric (688280) up by 8.61% [2]. Group 2: Market Trends - The overall trend in the A-share market indicates a strong interest in autonomous driving technologies, as evidenced by the significant price increases in related stocks [1]. - Tesla CEO Elon Musk's announcement at the Davos World Economic Forum regarding the potential approval of FSD in Europe and China has likely contributed to the bullish sentiment in the market [1].

特斯拉CEO埃隆 · 马斯克在达沃斯世界经济论坛上表示，特斯拉需驾驶员监督的FSD最快或在下个月获 得欧洲和中国监管机构批准。 1月23日，A股市场无人驾驶概念股走强，其中，睿创微纳20CM涨停，经纬恒润涨超16%，汉鑫科技涨 超10%，四维图新10CM涨停，华依科技、久之洋涨超9%，精进电动、星源卓镁涨超8%，天银机电、 浙江世宝涨超7%，岩山科技、联创电子、科思科技涨超6%，尤洛卡、万集科技、雷科防务涨超5%。 责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 688002 | 容创微纳 | 1 | 20.00 | 568亿 | 22.33 | | 688326 | 经纬恒润-V * | | 16.70 | 173亿 | 22.61 | | 300044 | ST赛为 | 4 | 12.11 | 51.64亿 | 69.42 | | 920092 | 汉鑫科技 | 4 | 10.72 | 28.54亿 | 22.81 | | 002405 | 四维图新 | 楽 | 9.98 | 26 ...

【导读】1月23日上午A股三大指数涨跌不一，商业航天、光伏集体大涨 截至1月23日上午收盘，上证指数上涨0.27%，深证成指上涨0.24%，创业板指下跌0.17%。 | 内地股票 △ ⊙ | | | | --- | --- | --- | | 行情 | 负金押流人 | 浙伏大力 巾 | | 上证指数 | 深证成指 | 科创综指 | | 4133.58 | 14360.98 | 1879.53 | | +11.00 +0.27% | +33.94 +0.24% | +14.18 +0.76% | | 万得全A | 创业板指 | 北证50 | | 6870.71 | 3322.96 | 1581.62 | | +43.66 +0.64% | -5.69 -0.17% | +51.38 +3.36% | 沪深京三市半日成交额为19136亿元，较昨日放量1239亿元。全市场超3500只个股上涨。 板块题材上，光伏设备、贵金属、商业航天、医药商业、A应用等涨幅居前；保险、煤炭开采加工、半导体等跌幅居前。 1月23日上午，"中国飞船首批20余位游客已预定""中国飞船预售票一张300万"话题冲上微博热搜前二。 | Wind ...

证券时报·数据宝统计，截至上午收盘，今日沪指涨0.27%，A股成交量1077.28亿股，成交金额19136.04 亿元，比上一个交易日增加6.97%。个股方面，3507只个股上涨，其中涨停80只，1767只个股下跌，其 中跌停3只。从申万行业来看，国防军工、电力设备、有色金属等涨幅最大，涨幅分别为2.60%、 2.58%、2.24%；电子、通信、煤炭等跌幅最大，跌幅分别为1.10%、1.06%、1.00%。（数据宝） | 石油石化 | | | | 仁智股份 | | | --- | --- | --- | --- | --- | --- | | 煤炭 | -1.00 | 69.42 | -19.75 | 晋控煤业 | -1.81 | | 通信 | -1.06 | 1080.24 | 26.99 | 新易盛 | -6.71 | | 电子 | -1.10 | 3393.87 | -11.16 | 聚辰股份 | -7.96 | （文章来源：证券时报网） 今日各行业表现（截至上午收盘） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- ...

| | 讯 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 600481 | 双良节 能 | 9.94 | 2.85 | 7.30 | 7.85 | 7.53 | | 688315 | 诺禾致 源 | 9.19 | 1.90 | 15.24 | 16.39 | 7.53 | （文章来源：证券时报网） 1月23日突破五日均线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 300118 | 东方日 | 20.00 | 13.77 | 17.81 | 20.76 | 16.59 | | | 升 | | | | | | | 300724 | 捷佳伟 创 | 20.00 | 18.14 | 116.27 | 134.10 | 15.34 | | 688002 | 睿创微 纳 | 20.00 | 3.18 | 107.3 ...

1月23日早盘，军工板块继续向上，高人气军工ETF华宝（512810）盘中摸高1.8%收复10日均线，日线冲击三连阳。 成份股方面，睿创微纳20CM涨停创3年新高，臻镭科技涨超11%，商业航天概念再度活跃，国博电子、中科星图、航天电子集体大涨。 | | 分时 多日 1分 5分 15分 | | 304 = | | Eg | | 盘前盘后 叠加 九转 画线 工具 √ 2 | | | | 至工ETF华宝 1 | | | 512810 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 512810[军工ETF华宝] 10:33 价 0.893 涨跌 0.009(1.02%) 均价 0.889 成交量 | | | | 14 | | | | | | | 0:90 | | | | | | | | | | | 0.833 | | | +0.009 +1.02% | | | | | | | | | | | | | SSE CNY 10-8-32 交易中 | | | 通 ...

| 名称 | 相关 | 醫療校 学院 | | | --- | --- | --- | --- | | 奢创微纳 | 详情 数据 股吧 | 123.31 | 20.00% | | 航宇微 | 详情 数据 股吧 | 23.84 | 17.44% | | 臻墙科技 | 详情 数据 股吧 | 211.16 | 17.35% | | 信维通信 | 详情 数据 股吧 | 92.14 | 13.75% | | 乾脂光电 | 详情 数据 股吧 | 37.03 | 13.45% | | 中科星图 | 详情 数据 股吧 | 84.11 | 12.63% | | 航天环宇 | 详情 数据 股吧 | 71.70 | 11.27% | | 天银机电 | 详情 数据 股吧 | 61.74 | 10.05% | | 久之洋 | 详情 数据 股吧 | 77.04 | 10.01% | | 航天电子 | 详情 数据 股吧 | 31.46 | 10.00% | | 隆火通信 | 详情 数据 股吧 | 41.82 | 9.99% | | 通宇通讯 | 详情 数据 股吧 | 52.17 | 9.99% | | 三维通信 | 详情 数据 股吧 | 1 ...

| 688155 | 先惠技 术 | 8.96 | 2.44 | 85.22 | 90.49 | 6.19 | | --- | --- | --- | --- | --- | --- | --- | | 300654 | 世纪天 鸿 | 7.63 | 9.88 | 10.90 | 11.57 | 6.13 | （文章来源：证券时报网） 技 证券时报·数据宝统计，截至今日上午10:29，上证综指4126.30点，收于五日均线之上，涨跌幅0.09%， A股总成交额为13428.67亿元。到目前为止，今日有909只A股价格突破了五日均线，其中乖离率较大的 个股有东方日升、睿创微纳、广生堂等，乖离率分别为16.59%、14.83%、14.19%；水羊股份、赢时 胜、羚锐制药等个股乖离率较小，刚刚站上五日均线。 1月23日突破五日均线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 30 ...

1月23日早盘，军工板块继续向上，高人气军工ETF华宝（512810）盘中摸高1.8%收复10日均线，日线 冲击三连阳。 成份股方面，睿创微纳20CM涨停创3年新高，臻镭科技涨超11%，商业航天概念再度活跃，国博电子、 中科星图、航天电子集体大涨。 | | | 分时 多日 1分 5分 15分 30分 ▼ | | | | | F9 盘前景后 图加 九龙 西线 工具 (9 (2) | | | > | 至工ETF华宝 ① | | 512810 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 000 | | | | | 512810[氧工ETF华宝] 10:33 价 0.693 脂肤 0.009(1.02%) 均价 0.889 脏交量 14 ... , | | | | | 18/95 | 0.893 | | +0.009 +1.02% | | | | | | | | | | | | | SSE CNY 10:33:32 文园中 | | 通政/ . + | | 0.802 | | | | ...