Group 1 - The top 20 stocks with significant capital inflow include Tianfu Communication (748 million), Zhongji Xuchuang (677 million), and Xinyi Sheng (659 million) [1] - The sectors represented among the top inflow stocks include communication equipment, non-metal materials, aerospace, and software development [2][3] - Notable stock performances include Tianfu Communication with a 2.95% increase, Zhongji Xuchuang with a 1.11% increase, and Walden Materials with a 6.72% increase [2][3] Group 2 - The highest capital inflow was observed in Tianfu Communication with 748 million, followed by Zhongji Xuchuang with 677 million and Xinyi Sheng with 659 million [1] - Other significant stocks with capital inflow include Aerospace Electronics (593 million), Xinwei Communication (562 million), and Runze Technology (526 million) [1][2] - The stock with the highest percentage increase is Tiantong Co., Ltd. with a 10.03% rise, followed by Jiu Ding New Materials with a 10% increase [3]

| 代码 | 名称 | 张唱 | 总金额 | 总市值 | 现价 | | --- | --- | --- | --- | --- | --- | | 601106 中国一直 | | +10.10% | 9.80 乙 | 373.7 Z | 5.45 | | 000927 | 中国铁物 | +10.07% | 4.65 Z | 178.5 Z | 2.95 | | 601608 | 中信重工 | +10.04% | 5.77 乙 | 366.4 乙 | 8.00 | | 601611 | 中国核建 | +9.38% | 11.55 Z | 541.9 Z | 17.98 | | 200238 | 中国软件 | +8.25% | 19.95 61 | 486.817 | 52.13 | | 000066 | 中国长城 | +5.89% | 71.82 乙 | 608.7 乙 | 18.87 | | eoosea | 中稀有色 | 45.44% | 5.22 乙 | 276.01Z | 82.08 | | 920122 | 中纺标 | 44.84% | 22517 | 33.74 Z | 36.58 | | 0006 ...

| 代码 | 名称 | 涨幅号 | 总金额 | 总市值 | 现价 | | --- | --- | --- | --- | --- | --- | | 601106 | 中国一重 | +10.10% | 9.80 乙 | 373.7 Z | 5.45 | | 000927 | 中国铁物 | +10.07% | 4.65 乙 | 178.5 Z | 2.95 | | 601608 | 中信重工 | +10.04% | 5.77 Z | 366.4 乙 | 8.00 | | 601611 | 中国核建 | +9.38% | 11.55 Z | 541.9 Z | 17.98 | | 200536 | 中国软件 | +8.25% | 19.95 61 | 486.8 Z | 52.13 | | 000066 | 中国长城 | +5.89% | 71.82 7 | 608.7 Z | 18.87 | | eoosea | 中稀有色 | +5.44% | 5.22 Z | 276.0亿 | 82.08 | | 920122 | 中纺标 | +4.84% | 22517 | 33.74 Z | 36.58 | | 0006 ...

Core Viewpoint - China Great Wall Asset Management is committed to high-quality development while supporting national strategies, the real economy, and financial risk prevention [1] Group 1: Focus on Real Economy - The company aims to enhance the quality and efficiency of the real economy by focusing on key sectors such as new energy, new materials, and high-end equipment [2] - It has developed a multi-dimensional product system including mergers and acquisitions, bankruptcy restructuring, mezzanine investment, and debt-to-equity swaps to support struggling enterprises [2] - The company successfully activated 2.2 billion yuan of inefficient assets for a high-tech enterprise in the energy purification sector, helping it overcome financial difficulties [2] Group 2: Green Finance Services - China Great Wall Asset Management integrates green finance principles into its restructuring processes, particularly for companies like Hongyang (000525) focused on green pesticide development [3] - The company has revitalized over 80 billion yuan of various types of idle assets, enhancing the efficiency of resource allocation and supporting domestic economic circulation [3] Group 3: Financial Risk Mitigation - The company has acquired nearly 80 billion yuan of non-performing financial assets in 2025, reinforcing its role as a stabilizer in the financial system [4] - Over the past three years, it has accumulated over 220 billion yuan in non-performing debt acquisitions from small financial institutions, enhancing the overall stability of the financial system [4] Group 4: Emergency Response to Market Needs - China Great Wall Asset Management has established a mechanism for rapid response to regional financial risks, collaborating with local governments and regulatory bodies [5] - It has successfully assisted in the disposal of 50 billion yuan of non-performing assets from regional city commercial banks over two years [5] Group 5: Real Estate Revitalization - The company has played a significant role in ensuring the completion of over 10,000 housing units and resolving approximately 10 billion yuan in project funds and wages for workers [7] - It has developed a new restructuring model for real estate companies, exemplified by its involvement in the restructuring of Jinke Co., which involved 147 billion yuan in debt [8] Group 6: Collaborative Projects - The company has initiated a project in Chongqing, injecting 2.476 billion yuan to revitalize a significant real estate development, showcasing effective collaboration between central and local governments [9] - The Tianjin model combines risk mitigation with urban renewal, transforming a long-stalled project into a vibrant commercial area while preserving educational resources [10]

Group 1 - The military industry sector showed strong performance on January 22, with the China Securities Military Industry Index constituents experiencing significant gains, including a 20% limit up for Triangle Defense and over 13% increase for Steel Research High-tech [1][4] - The military ETF Huabao (512810) surged by 2.45%, with trading volume quickly surpassing 21 million yuan [2][8] - The upcoming Third Beijing Commercial Aerospace Industry High-Quality Development Promotion Conference, scheduled for January 23-24, aims to discuss new opportunities in commercial aerospace development [4][10] Group 2 - The 14th Five-Year Plan emphasizes the high-quality advancement of national defense and military modernization, accelerating the upgrade of advanced weaponry and equipment, indicating a new development period for military equipment [4][10] - China's global competitiveness in shipbuilding, aerospace, and satellite navigation has been steadily improving, positioning the national defense and military industry as a crucial area for new productive forces [4][10] - The military ETF Huabao (512810) covers various popular themes such as commercial aerospace, low-altitude economy, large aircraft, satellite navigation, military information technology, and controllable nuclear fusion, serving as an efficient tool for investing in core military assets [4][10]

1月21日A股涨跌互现，科创50大涨3.53%成显著亮点，上证指数微涨0.08%，深证成指涨0.7%，创业板指涨 0.54%。沪深两市成交额2.60万亿元，较前一交易日缩量约1771亿元。个股方面2962股上涨，2046股下跌。资金 上半导体主力净流入居首，电网设备、酿酒行业等净流出靠前；题材中贵金属、白银等领涨，电力物联网、太 空算力等领跌。 | 今日，A股十大人气热股如下：通富微电、华天科技、中国长城、利欧股份、白银有色、长电科技、锋龙股份、 | | --- | | 大港股份、湖南白银、特变电工。 | | 热度排名 | 人气个股 | 热度值 | 所属概念 | | 热度标签 | | --- | --- | --- | --- | --- | --- | | I | 通富微电 | 9.5 | 国家大基金持股, | 存储心片 | 首板涨停 | | 2 | 华天科技 | 9.5 | 华为海思概念股, | 存储心片 | 首板涨停 | | 3 | 中国长城 | 9 | 华为鲲鹏, 信创 | | 首板涨停 | | ਰੋ | 利欧股份 | 9 | 小红书概念,快手概念 | | | | 5 | 白银有色 | 7.5 | 金 ...

当前存储缺货涨价行情有望向CPU品类蔓延，甚至被视为"下一个存储的机会"。1月21日，A股CPU概念 股启动，龙芯中科涨停，海光信息涨超13%创历史新高，中国长城（000066）涨停。 消息面上，机构KeyBanc数据显示，由于超大规模云服务商"扫货"，英特尔与AMD在2026全年的服务器 CPU产能已基本售完。为了应对供需极端失衡并确保后续供应稳定，两家公司均计划将服务器CPU价格 上调10—15%。 截至记者发稿，上述涨价消息未获官方确认。英特尔与AMD分别将于当地时间1月22日与2月3日披露财 报，日前华尔街多家投行上调公司目标价。市场观点认为，本轮涨价主要由于AI推理规模的扩大提高 了CPU需求，加上先进制程与先进封装等关键资源扩张慢，加之GPU等芯片产能挤压，CPU厂商向下传 导价格。 在CPU涨价消息催化下，A股CPU板块强势上涨。相比之下，美股AMD股价微涨，英特尔上涨3.41%。 另外，中国长城最新业绩预告显示，2025年归属上市公司净利润亏损约3500万元至7000万元，比上年同 期大幅减亏。据介绍，公司优化业务结构与产品矩阵，实现营业收入稳步增长，另外公司剥离非核心资 产取得较高的投资处置 ...

电子行业主力资金净流入金额居首。 A股主要指数今日（1月21日 ）集体收涨，行业板块涨多跌少，贵金属、能源金属、采掘行业、电机、 半导体、小金属、电子元件等板块涨幅居前，煤炭、酿酒、商业百货、电网设备等板块跌幅居前。 从今日主力资金情况来看，沪深两市全天主力资金净流入56.08亿元。17个行业主力资金净流入，电 子、有色金属、银行、机械设备行业主力资金净流入金额分别为52.2亿元、43.76亿元、21.59亿元、 11.36亿元；非银金融、通信、计算机、交通运输等行业主力资金净流入金额均超5亿元。 14个主力资金净流出行业中，电力设备、国防军工、传媒行业主力资金净流出金额居前，分别为44.51 亿元、28.47亿元、11.42亿元； 农林牧渔、食品饮料、家用电器、商贸零售行业主力资金净流出金额均 超6亿元。 10股获主力资金净流入均超5亿元 从个股看，56股主力资金净流入均超2亿元，10股获主力资金净流入均超5亿元。 中国长城主力资金净流入14.27亿元，居首。公司近日发布业绩预告，2025年度归母净利润亏损收窄至 3500万元至7000万元，同比减亏95.27%至97.63%，显著改善；扣非净利润亏损6.3 ...

盘后数据出炉。 1月21日，A股市场整体上涨。截至收盘，上证指数报4116.94点，上涨0.08%；深证成指报14255.13点，上涨0.7%；创业板指数报3295.52点，上涨0.54%； 北证50指数上涨0.14%。 1.A股市场主力资金净流入56.08亿元 今日A股市场主力资金开盘净流出41.97亿元，尾盘净流入6.26亿元，A股市场全天主力资金净流入56.08亿元。 | | | 沪深两市近五日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | | 净流入金额 开盘净流入 尾盘净流入 超大单净买入 | | | 2026-1-21 | 56. 08 | -41.97 | 6.26 | 154. 57 | | 2026-1-20 | -764. 07 | -221.93 | -61. 61 | -471.97 | | 2026-1-19 | -397.98 | -162.72 | -58. 29 | -209.12 | | 2026-1-16 | -238.85 | -106. 45 | -38. 37 | -133.83 | | 2026 ...

电子行业主力资金净流入金额居首。 A股主要指数今日（1月21日 ）集体收涨，行业板块涨多跌少，贵金属、能源金属、采掘行业、电机、 半导体、小金属、电子元件等板块涨幅居前，煤炭、酿酒、商业百货、电网设备等板块跌幅居前。 从今日主力资金情况来看，沪深两市全天主力资金净流入56.08亿元。17个行业主力资金净流入，电 子、有色金属、银行、机械设备行业主力资金净流入金额分别为52.2亿元、43.76亿元、21.59亿元、 11.36亿元；非银金融、通信、计算机、交通运输等行业主力资金净流入金额均超5亿元。 14个主力资金净流出行业中，电力设备、国防军工、传媒行业主力资金净流出金额居前，分别为44.51 亿元、28.47亿元、11.42亿元； 农林牧渔、食品饮料、家用电器、商贸零售行业主力资金净流出金额均 超6亿元。 10股获主力资金净流入均超5亿元 从个股看，56股主力资金净流入均超2亿元，10股获主力资金净流入均超5亿元。 新易盛、华天科技、通富微电主力资金净流入分别为12.14亿元、10.87亿元、10.17亿元。 近日，华天科技发布购买资产的进展公告，公司拟通过发行股份及支付现金方式，收购27名交易对方合 计持 ...