沪指今日收盘上涨0.14%。资金面上看，沪深两市全天特大单净流出75.16亿元，共计2144股特大单净流 入，2799股特大单净流出。 从申万一级行业来看，今日有16个行业特大单资金净流入，通信特大单净流入规模居首，净流入资金 87.51亿元，该行业指数今日上涨2.83%，其次是国防军工，今日上涨3.23%，净流入资金为50.38亿元， 净流入资金居前的还有建筑材料、机械设备等行业。 两市全天特大单净流出75.16亿元，其中67股特大单净流入超2亿元，中际旭创特大单净流入27.95亿元， 特大单净流入资金居首。 特大单净流入资金排名 | 代码 | 简称 | 收盘价（元） | 涨跌幅（%） | 特大单净流入（亿元） | 行业 | | --- | --- | --- | --- | --- | --- | | 300308 | 中际旭创 | 621.00 | 6.72 | 27.95 | 通信 | | 300502 | 新易盛 | 409.70 | 3.77 | 24.89 | 通信 | | 000066 | 中国长城 | 19.50 | 9.43 | 19.28 | 计算机 | | 300394 | 天孚通信 ...

从资金流向上来看，当日计算机设备板块主力资金净流出4.99亿元，游资资金净流出1.59亿元，散户资金 净流入6.58亿元。计算机设备板块个股资金流向见下表： 证券之星消息，1月22日计算机设备板块较上一交易日上涨0.04%，力鼎光电领涨。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。计算机设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 605118 | 力鼎光电 | 41.83 | 9.99% | 4.60万 | 1.86亿 | | 000066 | 中国长城 | 19.50 | 9.43% | 719.23万 | 137.44亿 | | 301042 | 安联锐视 | 84.94 | 5.07% | 3.24万 | 2.73亿 | | 300042 | 朗科科技 | 32.86 | 4.78% | 44.19万 | 14.88亿 | | 002512 | 达华智能 | 6.59 | 4.60% | 107.49万 | ...

近日，由中国长城资产管理股份有限公司、西安天美生物科技股份有限公司、国声智库联合举办的"新质生产力与生物 制造高质量发展研讨会暨合作签约仪式"在京召开。会议以"积极发挥新质生产力，锚定生物制造高质量发展"为主题，政产 学研媒金各界代表齐聚中国长城资产管理股份有限公司总部会议室，共商产业创新路径，见证金融资本与科技企业深度融 合的重要时刻。 企业实践：绿色创新深耕高价值赛道 研讨会以西安天美生物宣传片开篇，集中展现了西安天美生物在天然成分生物制造领域的技术积淀与产业优势。西安 天美生物科技股份有限公司董事长胡永卫表示，西安天美生物作为国家级"国家级高新技术企业"与"专精特新"企业，深耕 天然成分生物制造赛道，聚焦高价值创新成分研发，通过高效利用可再生原料、优化生产工艺，实现资源消耗与环境影 响"双降"，构建高效可持续生产模式，精准响应国家创新驱动发展战略。依托国内资源与人才优势，生物制造正成为传统 产业绿色转型的核心支撑，此次携手长城资产，将加速天然高价值产品研发迭代，助力产业升级与可持续发展，为新质生 产力落地提供实践样本。 金融赋能：精准滴灌助力科技转化 国声智库执行主任徐蕴峰表示，国声智库和西安天美生物联 ...

Group 1 - The core point of the article highlights that China Great Wall's trading volume reached 12.212 billion RMB, marking a new high since November 21, 2024 [2] - The latest stock price increased by 6.40%, with a turnover rate of 19.82% [2] - The previous trading day's total transaction volume for the stock was 2.501 billion RMB [2] Group 2 - China Great Wall Technology Group Co., Ltd. was established on June 19, 1997, with a registered capital of 32,257.99088 million RMB [2]

Group 1 - The core point of the article highlights that China Great Wall Technology Group Co., Ltd. has seen a significant increase in trading activity, with a transaction amount of 10 billion 2 million RMB, surpassing the previous day's total trading volume [2] - The latest stock price of China Great Wall has risen by 5.95%, indicating positive market sentiment [2] - The turnover rate for the stock is reported at 16.20%, suggesting a high level of trading interest among investors [2] Group 2 - China Great Wall Technology Group was established on June 19, 1997, with a registered capital of approximately 3.23 billion RMB [2]

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]

Core Viewpoint - The Chinese state-owned stocks experienced significant gains on January 22, with multiple companies reaching their daily limit up, indicating strong market performance in this sector [1]. Group 1: Stock Performance - China First Heavy Industries (中国一重) saw an increase of 10.10%, with a total market value of 373.7 billion and a current price of 5.45 [2]. - China Iron & Steel (中国铁物) rose by 10.07%, with a total amount of 4.65 billion and a market value of 178.5 billion, currently priced at 2.95 [2]. - CITIC Heavy Industries (中信重工) increased by 10.04%, with a total amount of 5.77 billion and a market value of 366.4 billion, currently priced at 8.00 [2]. - China Nuclear Engineering (中国核建) rose by 9.38%, with a total amount of 11.55 billion and a market value of 541.9 billion, currently priced at 17.98 [2]. - China Software (中国软件) increased by 8.25%, with a total amount of 19.95 billion and a market value of 486.817 billion, currently priced at 52.13 [2]. - China Great Wall (中国长城) saw a rise of 5.89%, with a total amount of 71.82 billion and a market value of 608.7 billion, currently priced at 18.87 [2]. - Other notable increases include China Rare Earth (中稀有色) at 45.44%, China Textile Standard (中纺标) at 44.84%, and China Tungsten High-Tech (中钨高新) at 4.63% [2].

Core Viewpoint - The article highlights a significant rise in the stock prices of state-owned enterprises in China, indicating a bullish trend in the market for these companies [1]. Group 1: Stock Performance - China First Heavy Industries (中国一重) saw a price increase of 10.10%, with a total market value of 373.7 billion and a current price of 5.45 [2]. - China Railway Materials (中国铁物) experienced a rise of 10.07%, with a total market value of 178.5 billion and a current price of 2.95 [2]. - CITIC Heavy Industries (中信重工) increased by 10.04%, with a total market value of 366.4 billion and a current price of 8.00 [2]. - China Nuclear Engineering (中国核建) rose by 9.38%, with a total market value of 541.9 billion and a current price of 17.98 [2]. - China Software (中国软件) increased by 8.25%, with a total market value of 486.8 billion and a current price of 52.13 [2]. - China Great Wall Technology (中国长城) saw a rise of 5.89%, with a total market value of 608.7 billion and a current price of 18.87 [2]. - Other companies such as China Rare Earth (中稀有色) and China Tungsten High-Tech (中钨高新) also experienced notable increases in their stock prices [1][2].

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]