一、强势个股 二、强势概念板块 根据A股概念涨跌幅与所对应的股票池综合分析，涨幅靠前的三个概念板块分别为：金属铅、金属锌与黄金概念。排名前10位的概念板块相关数据见下表： | 概念名称 | 涨跌幅 (%) | 涨停用 | | --- | --- | --- | | 金属铝 | 5.01 | | | 金属锌 | 4.83 | | | 黄金概念 | 3.82 | | | 金属铜 | 3.33 | | | 先进封装 | 3.11 | | | 共封装光学 (CPO) | 3.09 | | | 存储芯片 | 2.8 | | | PCB概念 | 2.79 | | | 富士康概念 | 2.76 | | | 光刻机 | 2.76 | | （文章来源：21世纪经济报道） 截至1月21日收盘，上证综指上涨0.08%，收于4116.94点，深证成指上涨0.7%，收于14255.12点，创业板指上涨0.54%，收于3295.52点。今日沪深两市A股共 计90只涨停，综合当前连板数以及当日龙虎榜数据，其中较为强势的前三只个股分别为：广电电气（601616）、湖南白银（002716）与红宝丽（002165）。 今日强势个股前10位具体数 ...

1月21日，上证指数上涨0.08%，深证成指上涨0.7%，创业板指上涨0.54%。盘后龙虎榜数据显示，共有53只个股 因当日异动登上龙虎榜，资金净流入最多的是中钨高新（000657.SZ），达5.77亿元。 据21投资通智能监测，29只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及22只。 5.77亿资金抢筹中钨高新，3.99亿资金出逃浙文互联 53只上榜的龙虎榜个股中，30只个股被净买入，23只个股被净卖出。其中，资金净买入最多的是中钨高新，达 5.77亿元，占总成交金额的13.44%。中钨高新当日收盘上涨10%，换手率为7.32%。 而龙虎榜中资金净流出最多的是浙文互联（600986.SH），被净卖出为3.99亿元，占总成交金额的8.78%。浙文互 联收盘上涨2.31%，换手率为29.29%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | 浙文互联 | 2.31% | -39895 | 8.78% | 29.29% | | 湖南日银 | 10% | -219 ...

沪深股通今日合计成交3212.15亿，其中海光信息和宁德时代分居沪股通和深股通个股成交额首位。板块主力资金方面，电子板块主力 资金净流入居首。ETF成交方面，中证1000ETF广发（5 600 10）成交额环比增长799%。 龙虎榜方面，一线游资活跃度明显降低，上榜营业部数量、买入个股数量和净买入规模均大幅减少。 通富微电走出4天2板，获两家一 线游资（国泰海通证券成都北一环路、中泰证券湖北分公司）分别买入1 .73亿、1.6亿，而两家机构合计卖出1. 25亿。 中钨高新今日涨 停，多路资金联手抢筹，深股通买入3.25亿，三家机构买入3. 16亿，一家一线游资（中泰证券湖北分公司）买入0.59亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1542. 31亿，深股通总成交金额为1669 .84亿。 | | 沪股通 ( | 1月21日 | ) | | | --- | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | | 成交金额(亿元) | | 1 | 688041 | 海光信息 | | 35.06 | | 2 | 601899 | 三分别,不 | | 33.06 | ...

Group 1 - The core viewpoint of the news is that 40 stocks were listed on the institutional leaderboard today, with 23 stocks experiencing net buying and 17 stocks facing net selling [1] - The top three stocks with the highest net buying by institutions are: Zhongtung High-tech (3.05 billion), Dazhu CNC (2.79 billion), and ST Jiaao (240 million) [1] - Dazhu CNC saw a net buying of 2.79 billion from five institutions, and the stock price increased by 20% [2][3] Group 2 - Resonac, a well-known Japanese materials manufacturer, announced a price increase of over 30% for PCB materials such as copper foil substrates and adhesive films due to tight supply and significant price hikes [3] - The company is actively collaborating with industry-leading clients to develop cutting-edge technology solutions for AI PCB, focusing on high precision and complex structures [3] - TSMC's new advanced packaging line at the Jiayi AP7 factory is expected to double its capacity to 60,000 pieces per month by 2026, with plans to double again by 2027 [3]

证券之星消息，1月21日，深证国企ESG（970055）指数报收于1493.87点，涨0.68%，成交506.41亿元， 换手率1.75%。当日该指数成份股中，上涨的有20家，中钨高新以10.0%的涨幅领涨，下跌的有29家， 许继电气以3.25%的跌幅领跌。 深证国企ESG（970055）指数十大成份股详情如下： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 资金流向方面，深证国企ESG（970055）指数成份股当日主力资金净流入合计2.65亿元，游资资金净流 出合计5.32亿元，散户资金净流入合计2.67亿元。成份股资金流向详情见下表： ...

当天机构净卖出前三的股票分别是通富微电、湖南白银、风语筑，净流出金额分别是1.25亿元、1.02亿 元、9556万元。 共42只个股出现了机构的身影。 盘后数据显示，1月21日龙虎榜中，共42只个股出现了机构的身影，有25只股票呈现机构净买入，17只 股票呈现机构净卖出。 当天机构净买入前三的股票分别是中钨高新、大族数控、ST嘉澳，净买入金额分别是3.05亿元、2.79亿 元、2.4亿元。 | | 吃虎榜 1.21 | | | --- | --- | --- | | 证券简称 | 目涨跌幅 | 机构净买入(万元) | | 中钨高新 | 10.00% | 30504.10 | | 大族数控 | 20.00% | 27864.81 | | ST嘉澳 | 4.22% | 23952.02 | | 山金国际 | 6.23% | 22905.27 | | 三棵树 | 6.45% | 20232.72 | | 森源电气 | -3.20% | 14187.08 | | 城投控股 | 6.45% | 13199.00 | | 维远股份 | 1.41% | 10792.43 | | 金太阳 | 19.96% | 9085.04 ...

二、板块个股主力大单资金 龙虎榜方面，一线游资活跃度明显降低，上榜营业部数量、买入个股数量和净买入规模均大幅减少。通富微电走出4天2板，获两家一线游资（国泰海通证券 成都北一环路、中泰证券湖北分公司）分别买入1.73亿、1.6亿，而两家机构合计卖出1.25亿。中钨高新今日涨停，多路资金联手抢筹，深股通买入3.25亿， 三家机构买入3.16亿，一家一线游资（中泰证券湖北分公司）买入0.59亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1542.31亿，深股通总成交金额为1669.84亿。 | | 沪股通 ( | 1月21日 D | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 688041 | 海光信息 | 35.06 | | 2 | 668109 | 三十四年 | 33.06 | | 3 | 688256 | 其武纪 | 20.72 | | 4 | 601138 | 工业富联 | 18.42 | | 5 | 600584 | 长电科技 | 18.18 | | 6 | 603986 | 兆易创新 | 16.45 | | ...

沪深股通今日合计成交3212.15亿，其中海光信息和宁德时代分居沪股通和深股通个股成交额首位。板 块主力资金方面，电子板块主力资金净流入居首。ETF成交方面，中证1000ETF广发（560010）成交额 环比增长799%。 三、ETF成交 | | | 今日成交额前十ETF | | | | --- | --- | --- | --- | --- | | ETF代码 | ETF 名称 | 今日成交金额(亿) | 环比上个交易日增长(%) | 当日涨跌幅(%) | | 510300 | 沪深300ETF华泰柏瑞 | 232. 079 | 70. 47 | 0. 1270 | | 512100 | 中证1000ETF | 182. 257 | 252. 46 | 0. 8544 | | 510050 | 上证50ETF | 169. 014 | 118. 24 | -0. 1587 | | 159919 | 沪深300ETF | 158. 120 | 84. 93 | 0. 0203 | | 510330 | 沪深300ETF华夏 | 154. 068 | 122. 40 | 0. 0203 | | 510310 | ...

Core Viewpoint - The rare metal tungsten, referred to as "industrial teeth," is expected to be the standout performer in the non-ferrous metal market in 2025, with tungsten prices skyrocketing from 200,000 yuan/ton at the beginning of the year to 600,000 yuan/ton by year-end, marking a staggering 300% increase and setting a historical high [1][3]. Supply and Demand Dynamics - The surge in tungsten prices is driven by a combination of rigid supply constraints and explosive demand growth, with APT (the core product of tungsten smelting) social inventory plummeting from a normal level of 600 tons to below 200 tons, and hard alloy companies having only 12 days of raw material inventory left, significantly below the 30-day safety line [3][4]. - The supply side is constrained by three main factors: policy control, resource depletion, and difficulty in increasing overseas production. The annual mining quota for tungsten in China has been reduced by 8.3% to 56,800 tons for 2025, limiting production even as prices rise [4][5]. Demand Explosion - The demand structure for tungsten has fundamentally changed in 2025, with the share of demand from new energy and high-end manufacturing rising from 15% in 2024 to 30%, moving away from traditional steel industry reliance [6][8]. - The photovoltaic industry is a major source of demand growth, with tungsten wire replacing carbon steel wire in silicon wafer cutting due to its superior strength and wear resistance [8]. - The demand from the electric vehicle sector is also rapidly increasing, with each vehicle requiring approximately 2-8 kg of tungsten, and global EV sales expected to grow by 20% in 2025, adding 10,500 tons of tungsten demand [8]. Profit Distribution - The profits from the surge in tungsten prices are not evenly distributed across the industry chain, with upstream resource companies being the biggest winners. For instance, a 10,000 yuan/ton increase in tungsten prices can boost net profits significantly for companies like Xiamen Tungsten and Zhongtung High-tech [9][10]. - Midstream smelting companies face challenges due to rising raw material costs and tight supply, leading to reduced profit margins for smaller firms [10]. Future Outlook - The consensus in the industry is that the supply-demand gap will remain unbridgeable, with tungsten prices expected to stay high for the next 3-5 years. The global primary tungsten supply growth rate is projected to be only 2%-3% from 2026 to 2030, significantly lower than demand growth [11][12]. - Analysts predict that black tungsten concentrate prices will fluctuate between 460,000 and 520,000 yuan/ton in 2026, with potential for prices to exceed 500,000 yuan/ton if China tightens exports further [12]. Investment Opportunities - Investors are advised to focus on three key areas: upstream resource leaders like Xiamen Tungsten and Zhangyuan Tungsten, high-end manufacturing leaders like Zhongtung High-tech, and niche players in high-value sectors such as tungsten-based new materials and military-grade tungsten alloys [13][14]. - The demand growth for tungsten is closely tied to the most promising growth sectors over the next 5-10 years, providing long-term support for tungsten prices and enhancing the investment value of leading companies in the industry [14].

| 代码 | 名称 | 价格 | 不跌 | | 涨幅� 换手% 几天几板[2 ... | 成交额 | 成交量 涨停分析 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300391 | *ST-K-25 | 0.64 | +0.11 | +20.75% | 14.83% 2天2板 | 32177 | 51.97万 退市风险+中药 | | 301 486 | 致尚科技 | 163.20 +27.20 | | +20.00% | 12.03% 自板涨停 | 13.28 7 | 87193 拟并购恒扬数 | | 301200 | 大族数控 | 161.34 +26.89 | | +20.00% | 2.21% 首板涨停 | 13.64 Z | 85656 AI算力+PCB设 | | 301031 | 中熔电气 | 143.40 | +23.90 | +20.00% | 7.31% 自板涨停 | 7.20 乙 | 20281 2025年报预增 | | 301023 | 奕帆传动 | 55.92 | +9.32 | +20.00% | 8.21% 首板涨停 | ...