Group 1 - The core viewpoint of the news is that the A-share market's photolithography machine concept stocks experienced a collective surge, with several companies nearing their daily limit up [1] - ASML, a leading company in the photolithography machine sector, reached a historical high in the overnight US stock market, contributing to the positive sentiment in the A-share market [1] Group 2 - Gao Meng New Material (300200) approached a 20% limit up with a rise of 19.79%, and its total market value is 6.262 billion [2] - Chip Source Microelectronics (688037) increased by 17.91%, with a total market value of 37.8 billion [2] - Jiaxian Co., Ltd. (920489) rose by 15.23%, with a total market value of 2.602 billion [2] - Anji Technology (688019) saw a 12.66% increase, with a total market value of 44.5 billion [2] - Nanda Optoelectronics (300346) increased by 11.61%, with a total market value of 35.5 billion [2] - Dinglong Co., Ltd. (300054) rose by 10.33%, with a total market value of 42.1 billion [2] - Other notable stocks include Pulit (002324) up by 10.03%, Tongcheng New Material (603650) up by 10%, and Guofeng New Material (000859) up by 9.99% [2]

MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 688037 | 芯源微 | 1 | 20.00 | 385亿 | 28.47 | | 6888809 | C强一 | 1 | 15.87 | 440亿 | 32.20 | | 301611 | 珂玛科技 | 来 | 14.27 | 497亿 | 33.03 | | 688605 | 先锋精科 | | 12.87 | 147亿 | 13.41 | | 688012 | 中微公司 | 1 | 7.96 | 2228亿 | 30.50 | | 688409 | 富创精密 | 1 | 7.68 | 249亿 | 20.67 | | 002371 | 北方华创 | 1 | 6.96 | 3766亿 | 13.23 | | 688072 | 拓荆科技 | 1 | 6.74 | 1074亿 | 15.79 | | 688082 | 盛美上海 | | 6.22 | 944 Z | 11.62 | | 301095 | 广立微 | ...

Group 1 - The A-share market saw a collective surge in photolithography machine concept stocks, with notable gains from companies such as Gaomeng New Materials approaching a 20% limit up, and Xinyuan Micro rising nearly 18% [1] - Other companies that experienced significant increases include Jiaxian Co. with over 15%, Anji Technology with over 12%, and Nanda Optoelectronics with over 11% [1] - The overnight performance of ASML, a leading company in the photolithography machine sector, reached a historical high in the US stock market, contributing to the positive sentiment in the A-share market [1] Group 2 - Specific stock performance data includes: - Gaomeng New Materials (19.79% increase, total market value of 62.62 billion) - Xinyuan Micro (17.91% increase, market value of 378 billion) - Jiaxian Co. (15.23% increase, market value of 26.02 billion) - Anji Technology (12.66% increase, market value of 445 billion) - Nanda Optoelectronics (11.61% increase, market value of 355 billion) - Dinglong Co. (10.33% increase, market value of 421 billion) [2] - Other notable stocks include: - Pulit (10.03% increase, market value of 237 billion) - Tongcheng New Materials (10% increase, market value of 318 billion) - Guofeng New Materials (9.99% increase, market value of 111 billion) - Changqing Technology (9.98% increase, market value of 75.87 billion) [2] - The MACD golden cross signal formation indicates a strong upward trend for these stocks [2]

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300200 | 高盟新材 | | 19.79 | 62.62亿 | 24.08 | | 688037 | 芯源微 | 1 | 17.91 | 378亿 | 26.23 | | 920489 | 佳先股份 | 1 | 15.23 | 26.02亿 | 5.94 | | 688019 | 安集科技 | 兼 | 12.66 | 445 Z | 21.09 | | 300346 | 南大光电 | 1 | 11.61 | 355亿 | 19.65 | | 300054 | 鼎龙股份 | 1 | 10.33 | 421亿 | 18.22 | | 002324 | 普利特 | 1 | 10.03 | 237亿 | 33.15 | | 603650 | 彤程新材 | 1 | 10.00 | 318亿 | 16.83 | | 000859 | 国风新材 | 1 | 9.99 | 111亿 | 22.92 | | 603125 | 常青科技 | | 9.98 | 75.87 ...

存储芯片概念7日盘中再度活跃，截至发稿，芯源微涨超16%，普冉股份涨约15%，安集科技、鼎龙股 份涨超12%，兆易创新涨近7%，均创出新高。 据悉，近几个月来，存储芯片价格持续上涨。一方面，芯片产业正转向人工智能相关芯片的生产，传统 存储芯片产能因此受到挤压；另一方面，训练和运行人工智能模型对传统芯片与高端芯片的需求均在激 增。 爱建证券指出，2025年四季度存储芯片进入新一轮涨价周期。Micron、Samsung、SK Hynix三大存储巨 头陆续上调DRAM及NAND Flash产品合约价，相关现货价格同步持续上扬。复盘历史周期，2016年— 2018年的存储芯片涨价由智能手机配置升级直接驱动；2020年—2023年受益于线上经济、居家办公场景 拉动PC等终端出货量提升，叠加疫情下产业链囤货需求，推动存储市场阶段性上行。与前两轮周期不 同，本轮涨价周期来自于智能手机和服务器的双重需求共振。IPhone在2025年完成存储容量升级后，其 内存容量有望在2026年迎来再次升级。如此密集的持续升级，有望助推全球存储芯片市场涨价周期在 2026年延续。受益于AI服务器持续高景气叠加iPhone等智能手机存储芯片参 ...

南方财经1月7日电，半导体设备板块延续涨势，芯源微、中微公司、北方华创、拓荆科技纷纷创出历史 新高。 ...

Core Viewpoint - The A-share market is experiencing a recent adjustment, with the Shanghai Composite Index achieving a record 13 consecutive days of gains, raising questions about future market trends [1][5]. Market Adjustments - On January 6, the China Securities Index Co., Ltd. announced temporary adjustments to the sample of the CSI 1000 and CSI 500 indices, effective after the market closes on January 9. Notable changes include the inclusion of ChipSource Micro in the CSI 500 and Mingyue Lens in the CSI 1000 [3]. - ChipSource Micro's stock price surged over 7% during the trading session on January 6, reaching a historical high of 165 CNY per share, and closed at 158.99 CNY, with a market capitalization of 32.1 billion CNY. Since the start of the current rebound on September 24, 2024, its stock price has increased by over 170% [3]. Company Performance - ChipSource Micro reported a revenue of 990 million CNY for the first three quarters of 2025, a year-on-year decline of 10.35%, and a net loss attributable to shareholders of 10.05 million CNY, marking a shift from profit to loss [3]. - According to Guojin Securities, ChipSource Micro's performance is under short-term pressure due to delays in order acceptance. However, the company has a substantial order backlog, with contract liabilities reaching 800 million CNY, a 78% increase from the end of 2024, which may support a return to high growth [4]. Market Outlook - The A-share market is expected to maintain a steady upward trend, with a projected trading volume stabilizing at 20 trillion CNY by the end of 2025. The market is anticipated to rise above 4000 points at the beginning of 2026, supported by both technology growth and resource cycles [6]. - Continued focus on sectors such as commercial aerospace, artificial intelligence, and robotics is recommended, alongside cyclical sectors like oil and non-ferrous metals [6][7]. - The market sentiment is expected to be influenced by earnings disclosures, with potential for significant movements based on performance exceeding expectations [7].

據名單顯示，芯源微(688037.SH)調入中證500指數，明月鏡片(301101.SZ)調入中證1000指數，華大智造 (688114.SH)調入中證A500指數；ST人福(600079.SH)調出中證500及中證A500指數，芯源微調出中證 1000指數。 | | 指数代码 | 指数简称 | 证券代码 | 证券简称 | | --- | --- | --- | --- | --- | | 调入 | 000852 | 中证1000 | 301101.SZ | 明月镜片 | | | 000905 | 中证500 | 688037.5H | 芯濃微 | | | 000510 | 中iFA500 | 688114.SH | 华大智造 | | 増品 | 000852 | 中证1000 | 688037.SH | 芯源微 | | | 000905 | 中证500 | 600079.SH | ST人福 | | | 000510 | 中证A500 | 600079.SH | ST人福 | 智通財經APP獲悉，1月6日，中證指數發佈公告，根據指數臨時調樣規則及編制方案，中證指數有限公 司決定調整中證1000、中證500和中證 ...

【中证指数：中证1000等指数样本临时调整】智通财经1月6日电，中证指数1月6日公告，根据指数临时 调样规则及编制方案，中证指数有限公司决定调整中证1000、中证500和中证A500指数样本，于2026年 1月9日收市后生效。据名单显示，芯源微调入中证500指数，明月镜片调入中证1000指数，华大智造调 入中证A500指数；ST人福调出中证500及中证A500指数，芯源微调出中证1000指数。 转自：智通财经 ...

（文章来源：每日经济新闻） 每经AI快讯，1月6日，中证指数今日发布公告，根据指数临时调样规则及编制方案，中证指数有限公 司决定调整中证1000、中证500和中证A500指数样本，于2026年1月9日收市后生效。据名单显示，芯源 微调入中证500指数，明月镜片调入中证1000指数，华大智造调入中证A500指数；ST人福调出中证500 及中证A500指数，芯源微调出中证1000指数。 ...