Core Viewpoint - The electronic sector in the A-share market has experienced a significant surge, with many stocks hitting the daily limit up, indicating strong investor interest and potential growth in this industry [1][6]. A-Share Market Performance - The A-share market showed an overall upward trend, with major indices rising to varying degrees. The ChiNext Index rose over 1.5%, and the Sci-Tech 50 Index increased by more than 4% [4]. - Specific indices and their performance include: - Shanghai Composite Index: 4120.10, up 0.16% [5] - Shenzhen Component Index: 14263.20, up 0.76% [5] - ChiNext Index: 3306.00, up 0.85% [5] Electronic Sector Highlights - The electronic sector led the market with a rise of over 2.8%, with several stocks reaching their daily limit up. Notable performers include: - Longxin Zhongke: 177.72, up 20% [7] - Zhongrong Electric: 143.40, up 20% [7] - Other stocks like Jiahua Technology and Jianghua Microelectronics also saw significant gains [6]. Lithium Mining Sector - The lithium mining sector experienced a substantial increase, with the sector rising over 2%. Stocks such as Dazhong Mining and Weicheng Mining hit their daily limit up. The rise was supported by a significant increase in domestic lithium carbonate futures, with the main contract rising over 6% [8]. New Stock Performance - A new stock, Aisheren, was listed today and saw a remarkable increase of over 200% during trading [12]. The company focuses on medical health, specializing in disposable medical supplies for rehabilitation and medical protection [13]. Hong Kong Market Activity - The Hong Kong market experienced low-level fluctuations, with the stock of Skyworth Group surging over 40% during trading, driven by positive news [2][16].

消息面上，国内CPU龙头企业受益于海外高端CPU涨价趋势。据KeyBanc，Intel和AMD在2026年的服务 器CPU产能已被锁定大部分，计划在一季度提价10%-15%。 业内指出，需求端看，AI推理需要CPU总管，推理规模越大，CPU 就很容易成为瓶颈。以AI Agent为 例，一次"用户请求"会触发多次模型调用、工具调用、检索等功能，还要做计划、反思、回滚、权限、 状态持久化。CPU 在"控制面 + 数据面"的占比变大，尤其影响尾延迟与吞吐稳定性。供给端看，先进 制程与先进封装等关键资源扩张节奏慢，GPU等芯片过去挤压了CPU可得性、拉长交期，强化了CPU核 心厂商提价能力。 此外，韩国两大存储芯片巨头三星电子和SK海力士据报将继续削减NAND闪存产量，或加剧供应短缺 情况。美光科技近日表示，过去一个季度内存芯片短缺的情况愈演愈烈，并重申由于人工智能基础设施 所需的高端半导体需求激增，这种短缺状况将持续到今年以后。 格隆汇1月21日｜A股主要指数上涨，芯片股领涨，龙芯中科20CM涨停，海光信息涨超12%，带动科创 芯片设计ETF易方达(589030)大涨4.17%。 华福证券认为，存储供需矛盾有望触发 ...

Core Insights - The main focus of the news is on the significant inflow of capital into specific stocks, indicating strong investor interest and potential growth in these companies. Group 1: Stock Performance and Capital Inflow - Aerospace Electronic (航天电子) saw a capital inflow of 1.374 billion yuan with a price increase of 7.15% [1][2] - New Yisheng (新易盛) experienced a capital inflow of 1.359 billion yuan and a price rise of 3.86% [1][2] - China Great Wall (中国长城) had a capital inflow of 1.229 billion yuan, with a notable increase of 10% in its stock price [1][2] - Zhongke Shuguang (中科曙光) attracted 1.195 billion yuan in capital, reflecting a 5.16% increase [1][2] - SMIC (中芯国际) received 1.042 billion yuan with a stock price increase of 3.98% [1][2] - CATL (宁德时代) had a capital inflow of 930 million yuan, with a modest increase of 0.72% [1][2] - Haiguang Information (海光信息) saw a significant capital inflow of 904 million yuan and a price increase of 12.4% [1][3] - Huatian Technology (华天科技) attracted 856 million yuan with a stock price increase of 10.01% [1][3] - Tongfu Microelectronics (通富微电) had a capital inflow of 788 million yuan and a price increase of 10% [1][3] - Changdian Technology (长电科技) received 647 million yuan with a 5.19% increase in stock price [1][3] - Shengxin Lithium Energy (盛新锂能) saw a capital inflow of 608 million yuan and a price increase of 9.99% [1][3] Group 2: Additional Stocks and Their Performance - Unigroup Guowei (紫光国微) had a capital inflow of 563 million yuan with a price increase of 5.31% [3] - Hikvision (海康威视) attracted 495 million yuan with a stock price increase of 5.27% [3] - Loongson Technology (龙芯中科) saw a significant capital inflow of 462 million yuan and a remarkable price increase of 20% [3] - Intercontinental Oil and Gas (洲际油气) had a capital inflow of 441 million yuan with a price increase of 9.97% [3] - Lanke Technology (澜起科技) received 434 million yuan with a stock price increase of 7.71% [3] - Ganfeng Lithium (赣锋锂业) attracted 397 million yuan with a modest price increase of 2.59% [3] - Zhongtung High-tech (中钨高新) saw a capital inflow of 397 million yuan and a price increase of 9.45% [3] - Magpow (麦格米特) had a capital inflow of 379 million yuan with a price increase of 10% [3] - ZTE Corporation (中兴通讯) attracted 377 million yuan with a stock price increase of 2.15% [3]

Market Performance - The three major indices opened lower but rose throughout the day, with the Shenzhen Component Index and the ChiNext Index both rising over 1% at one point [1] - As of the midday close, the Shanghai Composite Index increased by 0.16%, the Shenzhen Component Index by 0.76%, and the ChiNext Index by 0.85% [1] Sector Performance - The semiconductor sector showed strong performance, with stocks such as Longxin Technology, Jianghua Micro, and Huatiankeji hitting the daily limit [1] - The gold concept continued its strong trend, with stocks like Zhaojin Mining, Silver Base, and Hunan Silver also reaching the daily limit [1] - The CPO concept saw gains, with Tongfu Microelectronics and Guanghe Technology hitting the daily limit [1] - The lithium mining sector was strong, with stocks like Dazhong Mining and Shengxin Lithium Energy reaching the daily limit [1] - The storage chip concept was active, with stocks such as Zhizheng Co. and Yingfang Micro also hitting the daily limit [1] - The glass substrate concept experienced fluctuations but ultimately rose, with stocks like Woge Optoelectronics and Maigemeite reaching the daily limit [1] Overall Sector Trends - The healthcare, non-ferrous metals, semiconductor, and components sectors had the largest gains [1] - Conversely, the coal, tourism, liquor, and hotel catering sectors experienced the largest declines [1]

成份股方面，龙芯中科、通富微电携手涨停，海光信息涨超15%，澜起科技涨逾9%，兆易创新、芯原股份、中科曙光等个股大幅跟涨。 | 序号 | 名称 | 涨跌幅 | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 龙心中科 | 20.00% | | 电子 | 未含体 | 数字芯片设计 | 713亿 | 20.47 亿 | | 2 | 海光信息 | 15.25% | | 电子 | 未合体 | 数字芯片设计 | 6810亿 | 127.92亿 | | 3 | 通富微电 | 10.00% -- | | 电子 | 未含体 | 集成电路封测 | 852亿 | 67.95亿 | | 4 | 刷起科技 | 9.10% | - | 电子 | 未含体 | 数字芯片设计 | 1789亿 | 81.30亿 | | 5 | 北易创新 | 7.01% | mind | 电子 | 关于体 | 数字芯片设计 | 2175亿 | 81.14亿 | | e | 芯原股份 | 6.29% ...

Market Overview - The Shanghai Composite Index is at 4129.68 points, above the five-day moving average, with an increase of 0.39% [1] - The total trading volume of A-shares is 11669.29 billion yuan [1] Stocks Performance - A total of 677 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Huawi Design (华维设计) with a deviation rate of 20.23% and a price increase of 29.96% [1] - Longxin Technology (龙芯中科) with a deviation rate of 15.40% and a price increase of 20.00% [1] - Zhongrong Electric (中熔电气) with a deviation rate of 15.27% and a price increase of 20.00% [1] Detailed Stock Data - The following stocks have notable performance metrics: - Huawi Design (证券代: 920427): Price increased by 29.96%, latest price at 18.22 yuan, deviation rate 20.23% [1] - Longxin Technology (证券代: 688047): Price increased by 20.00%, latest price at 177.72 yuan, deviation rate 15.40% [1] - Zhongrong Electric (证券代: 301031): Price increased by 20.00%, latest price at 143.40 yuan, deviation rate 15.27% [1] - Other notable stocks include *ST Cube (证券代: 300344) and *ST Changyao (证券代: 300391) with deviation rates of 14.83% and 13.07% respectively [1] Additional Stocks with Positive Movement - Other stocks with positive movement include: - Xishan Technology (西山科技) with a deviation rate of 9.98% and a price increase of 12.93% [1] - Sanyou Medical (三友医疗) with a deviation rate of 9.59% and a price increase of 13.46% [1] - Intercontinental Oil and Gas (洲际油气) with a deviation rate of 9.16% and a price increase of 9.97% [1]

今日（1月21日）电子板块领涨两市，截至发稿，电子板块获主力资金净流入超320亿元，板块吸金额高 居31个申万一级行业首位！电子ETF（515260）成份股海光信息、中科曙光、通富微电、中芯国际分别 吸金32.83亿元、21.90亿元、21.42亿元、20.29亿元，包揽A股吸金榜TOP4。 | 代码 | 名称 | 主力净流入额 ▼ | 涨跌幅 | | --- | --- | --- | --- | | 801080 | 电子(申万) | 329.91亿 | 2.71% | | 801050 | 有色金属(申万) | 124.26 Z | 1.93% | | 801750 | 计算机(申万) | 97.25亿 | 1.28% | | 801730 | 电力设备(电万) | 91.4377 | 0.79% | | 代码 | 名称 | 主力净流入额 ▼ | | | 688041 | 海洲信息 | 32.84亿 | | | 002156 | 通富微电 | 21.40亿 | | 热门ETF方面，果链含量46%的电子ETF（515260）场内价格盘中涨超3.4%，现涨2.99%，日k线或已走 出上行台阶。 | 综合屏 ...

【导读】存储芯片板块持续拉升，多股涨停 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 1月21日早盘，A股三大指数震荡拉升，创业板指涨逾1%，截至发稿，沪指涨0.10%，深成指涨0.56%，创业板指涨1.10%。 | 上证指数 | 深证成指 | 北证50 | | | --- | --- | --- | --- | | 4117.97 | 14234.20 | 1530.03 | | | +4.32 +0.10% | +78.57 +0.56% +12.43 +0.82% | | | | 科创50 | 创业板指 | 万得全A | | | 1531.26 | 3313.96 | 6781.36 | | | +48.26 +3.25% | +35.98 +1.10% | +22.43 +0.33% | | | 沪深300 | 中证500 | 中证A500 | | | 4738.46 | 8277.21 | 5908.89 | | | +19.59 +0.42% | +29.41 +0.36% | +30.16 +0.51% | | | 中证1000 | 深证100 | 中证红利 | | | 8215.96 ...

| 上证指数 | 深证成指 | 北证50 | | | --- | --- | --- | --- | | 4117.97 | 14234.20 | 1530.03 | | | +4.32 +0.10% | +78.57 +0.56% +12.43 +0.82% | | | | 科创50 | 创业板指 | 万得全A | | | 1531.26 | 3313.96 | 6781.36 | | | +48.26 +3.25% | +35.98 +1.10% | +22.43 +0.33% | | | 沪深300 | 中证500 | 中证A500 | | | 4738.46 | 8277.21 | 5908.89 | | | +19.59 +0.42% | +29.41 +0.36% | +30.16 +0.51% | | | 中证1000 | 深证100 | 中证红利 | | | 8215.96 | 5927.95 | 5572.63 | | | +33.20 +0.41% | +37.15 +0.63% | -39.21 -0.70% | | | 万得全A涨跌分布 | | | | | 跌3022 | | | 涨2 ...

Group 1 - The semiconductor and chip sector experienced a significant rally, with the STAR Market chip index rising by 3.92% as of 10:14 AM on January 21, 2026, driven by strong performances from companies like Loongson Technology (up 20.00%) and Haiguang Information (up 12.46%) [1] - CITIC Securities believes that the storage chip market is currently in a price uptrend due to the explosive demand from AI and supply-side contractions, leading to a performance surge for global storage industry enterprises [1] - The construction of storage production lines and the increase in domestic production rates are expected to accelerate, creating investment opportunities in domestic semiconductor equipment and packaging/testing sectors [1] Group 2 - TSMC is projected to achieve record-high revenue in Q4 2025, with advanced process technology (7nm and below) accounting for 77% of its revenue, and 3nm process shipments reaching 28% [1] - The company anticipates a significant increase in capital expenditure for 2026, estimated between $52 billion and $56 billion, aimed at enhancing its technological advantages and capacity expansion in the high-end wafer foundry sector [1] - The ongoing demand for AI computing power is expected to strongly drive the semiconductor manufacturing sector [1] Group 3 - As of December 31, 2025, the top ten weighted stocks in the STAR Market chip index accounted for 57.76% of the index, including companies like SMIC, Haiguang Information, and Cambrian [2] - The STAR Chip ETF (588200) serves as a convenient tool for investors looking to gain exposure to the STAR Market chip sector [2] Group 4 - Investors without stock accounts can explore investment opportunities in domestic chips through the STAR Chip ETF linked fund (017470) [3]