来源：上海证券报·中国证券网 | 陸号 | 证券代码 | 证券名称 | > | 所属申万行业名 ... 当目净流入额 [行业类别]2级 [单位]亿元 | | --- | --- | --- | --- | --- | | | | | | [截止日期]最新( ... | | 1 | 600519.SH | 贵州茅台 | > | 33.39 白酒エ | | 2 | 300058.SZ | 蓝色光标 | > | 28.98 广告营销 | | 3 | 000858.SZ | 五 | > | 17.03 白酒工 | | র | 600111.SH | 北方稀土 | > | 15.41 小金属 | | 5 | 002230.SZ | 科大讯飞 | > | 15.40 软件开发 | | 6 | 000901.SZ | 航天科技 | > | 12.26 汽车零部件 | | 7 | 600986.SH | 浙文互联 | > | 10.51 广告营销 | | 8 | 601318.SH | 中国平安 | > | 9.68 保险工 | | 9 | 000568.SZ | 泸州老窖 | イ | 8.53 自酒工 | | 10 | 3 ...

Group 1 - The core point of the news is the significant surge in Chinese liquor stocks, particularly after a period of underperformance, driven by a combination of market sentiment and capital seeking safer investments [1][3] - On January 29, 17 liquor stocks, including Kweichow Moutai, experienced a collective limit-up, with Kweichow Moutai rising by 8.61% [1] - The rise in liquor stocks also positively impacted yellow wine stocks, with Gu Yue Long Shan and Kuaiji Mountain hitting the limit-up, and Jin Feng Jiu Ye increasing by 6.8% [1] Group 2 - Since the third quarter of 2025, liquor stocks have faced challenges, with many companies reporting significant declines in performance growth [1] - Several liquor companies have issued profit warnings, indicating substantial impacts on their annual performance, with Jin Zhong Zi Jiu predicting a net loss of 150 to 190 million yuan for 2025 [1] - The collective rise in liquor stocks is not closely related to individual company fundamentals, but rather reflects a broader market trend where funds are moving from high-risk sectors like technology to safer stocks [3]

Choice数据显示，1月29日，资金净流入额排名前十的个股依次是：贵州茅台、蓝色光标、五粮液、北 方稀土、科大讯飞、航天科技、浙文互联、中国平安、泸州老窖、天孚通信。其中，贵州茅台获净流入 超33亿元，五粮液获净流入超17亿元。 ...

【1月29日连板股分析：连板股晋级率50% 连续第四个交易日超3000股下跌】今日共83股涨停，连板股 总数19只，其中三连板及以上个股5只，上一交易日共10只连板股，连板股晋级率50%（不含ST股、退 市股）。个股方面，全市场超3500只个股下跌，连续第四个交易日超3000股下跌。大小盘股进一步分 化，大盘股显著跑赢小盘股。连板方面，19只连板股中除哈森股份外，其余均为资源股（黄金、有色、 油气、化工），其中白银有色8连板，中国黄金、豫光金铅5连板，招金黄金、湖南黄金4连板，行情结 构化特征明显。板块方面，午后白酒股全线爆发，五粮液、山西汾酒、泸州老窖等十余股涨停，贵州茅 台涨超8%，朱老六、欢乐家等前期热门的消费板块弹性品种也涨超9%；AI应用端一度大幅冲高，天地 在线9天5板、浙文互联8天4板，苏博特3天2板，因赛集团20CM涨停，消息面上，Meta营收展望超预 期，盘后一度涨超10%，其CEO扎克伯格称，在接下来的几年里，广告将是业务中最重要的增长动力。 转自：智通财经 ...

Core Viewpoint - The A-share market exhibited mixed performance on January 29, with the Shanghai Composite Index slightly up by 0.16%, while the Shenzhen Component and ChiNext indices declined by 0.3% and 0.57% respectively [1] Market Performance - The Shanghai Composite Index closed at 4157.98 points, while the Shenzhen Component and ChiNext indices closed at 14300.08 points and 3304.51 points respectively [1] - A total of 1803 stocks in the A-share market gained, with 86 stocks hitting the daily limit up, while 3566 stocks declined, including 35 stocks hitting the daily limit down [1] Sector Performance - The liquor sector saw significant gains in the afternoon, with stocks such as Wuliangye (000858), Jinzhidao (600199), Huangtai Distillery (000995), and Yingjia Gongjiu (603198) reaching their daily limit up [1] - Kweichow Moutai (600519) experienced a substantial price increase, reaching 1400 CNY per share during trading and ultimately closing up by 8.61% at 1437.72 CNY per share [1] - Other sectors that performed well included precious metals and mining, while high-bandwidth memory, MLCC, and SMIC-related sectors faced declines [1] Trading Volume - The total trading volume for the Shanghai Stock Exchange was approximately 14857.95 billion CNY, while the Shenzhen Stock Exchange recorded about 17442.13 billion CNY, leading to a combined trading volume of around 3.23 trillion CNY [1]

Core Viewpoint - The A-share market experienced fluctuations with the Shanghai Composite Index closing up 0.16%, while the Shenzhen Component and ChiNext indices fell by 0.3% and 0.57% respectively, indicating a mixed market sentiment [3][4]. Market Performance - The Shanghai Composite Index closed at 4157.98, gaining 6.75 points or 0.16% [4]. - The Shenzhen Component Index closed at 14300.08, down 42.82 points or 0.3% [4]. - The ChiNext Index closed at 3304.51, decreasing by 19.05 points or 0.57% [4]. - The Sci-Tech Innovation Board Index fell by 49.46 points or 2.63%, closing at 1831.10 [4]. Sector Highlights - The liquor sector saw a significant surge, with stocks like Kweichow Moutai rising over 8%, and nearly 20 liquor stocks hitting the daily limit up [3][5]. - Oil and gas stocks continued their strong performance, with Intercontinental Oil and Gas achieving five consecutive limit-ups [7]. - The AI application sector was active, particularly in short drama and gaming themes, while sectors like semiconductors and commercial aerospace experienced notable pullbacks [3][5]. Capital Flow - There was a net inflow of capital into sectors such as media, food and beverage, and real estate, with Kweichow Moutai, Bluefocus, and Wuliangye receiving net inflows of 3.339 billion, 2.898 billion, and 1.703 billion respectively [9]. - Conversely, significant net outflows were observed in semiconductor and non-ferrous metal sectors, with companies like Industrial Fulian, Sungrow Power, and SMIC facing sell-offs of 6.531 billion, 1.787 billion, and 1.427 billion respectively [9]. Institutional Insights - Citic Securities noted that the index faces pressure above and support below, emphasizing the need to monitor changes in trading volume [11]. - Dexun Securities suggested that the index is likely to maintain narrow fluctuations in the short term [12]. - Dongwu Securities indicated that if trading volume aligns effectively, there is potential for the market to reach new highs in the short term [12].

Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 3.23 trillion yuan, an increase of 264.6 billion yuan compared to the previous trading day [1][6] - The A-share market experienced fluctuations, with the Shanghai Composite Index closing up by 0.16%, while the Shenzhen Component Index and the ChiNext Index fell by 0.3% and 0.57%, respectively [1][2] Sector Performance - The liquor sector saw a surge, with Kweichow Moutai rising over 8%, and nearly 20 stocks in the sector hitting the daily limit [2] - Oil and gas stocks continued to perform strongly, with Intercontinental Oil and Gas achieving five consecutive trading limits in seven days [4] - The semiconductor, computing hardware, commercial aerospace, and humanoid robot sectors experienced noticeable pullbacks [2] Individual Stock Highlights - Notable gainers in the liquor sector included: - Jinzhongzi Wine: +10.04% [3] - Liquor stocks such as Luzhou Laojiao and Wuliangye also saw increases of +10% [3] - In the oil and gas sector, Keli Co., Ltd. surged by 29.99%, while Tongyuan Petroleum and Qianeng Hengxin rose by 20.04% and 20.00%, respectively [5] Capital Flow - Main capital inflows were observed in the media, food and beverage, and real estate sectors, while outflows were noted in the semiconductor, non-ferrous metals, and home appliance sectors [9] - Specific stocks with significant net inflows included Kweichow Moutai (3.339 billion yuan), Bluefocus (2.898 billion yuan), and Wuliangye (1.703 billion yuan) [10] - Conversely, Industrial Fulian, Sungrow Power, and SMIC faced net outflows of 6.531 billion yuan, 1.787 billion yuan, and 1.427 billion yuan, respectively [10] Institutional Insights - Citic Securities noted that the index faces pressure above and support below, emphasizing the need to monitor changes in trading volume [11] - Dexun Securities suggested that the index is likely to maintain narrow fluctuations in the short term [11] - Dongwu Securities indicated that if trading volume effectively supports the market, there is potential for the market to reach new highs in the short term [11]

白酒股涨幅继续扩大，涨停个股增加， 五粮液封涨停板。 ...

Market Overview - The market showed significant divergence today, with traditional blue-chip sectors like liquor and real estate surging, leading to a substantial rise in the Shanghai Stock Exchange 50 Index, while technology sectors such as semiconductors and chips weakened, resulting in notable declines in the STAR Market and ChiNext Index [1] - The total market turnover reached 3.2 trillion yuan, an increase of over 200 billion yuan compared to the previous trading day, with more than 3,500 stocks declining [1] Key Signals - Three major changes in the market were noted: 1. The simultaneous rise of real estate and liquor stocks indicates potential structural volatility as the market rotates towards these rebound assets [1] 2. The recent surge in commodities, including gold, reflects liquidity trends, while cryptocurrencies have remained relatively subdued, suggesting inflation expectations may significantly impact AI and computing power [1] 3. The unexpected performance of government bonds, particularly the strong showing of 30-year treasury futures, indicates a complex narrative in the market, suggesting that the rotation is not strictly binary [1] Sector Performance - Consumer stocks, particularly liquor and retail, saw a significant afternoon rally, with Kweichow Moutai rising by 8% and several stocks hitting the daily limit [1] - Precious metals and oil and gas stocks experienced volatility but ultimately rallied, with China Gold achieving five consecutive limit-ups and Hunan Gold four consecutive limit-ups [1] - AI application concepts surged, with multiple stocks like Sai Group and Tiandi Online hitting the daily limit [1] - The banking sector also saw gains, with Qingdao Bank hitting the daily limit, while semiconductor, military, and automotive sectors faced the largest declines [1] Fund Flow - Major funds focused on sectors such as advertising, software development, and liquor, with significant net inflows into stocks like BlueFocus, Kweichow Moutai, and iFlytek [3] Future Outlook - Short-term market trends indicate a continued oscillation, with the Shanghai Composite Index expected to maintain an upward trajectory, although space for growth before the Spring Festival appears limited [2][8] - The market sentiment is supported by a weakening US dollar and ongoing monetary easing, which may provide a conducive environment for further capital inflow [7] - The upcoming earnings reports from A-share companies and North American tech giants are anticipated to have a more pronounced impact on market structure [6]

Market Performance - The A-share market showed mixed results with the Shanghai Composite Index rising by 0.16% to close at 4157 points, while the Shenzhen Component Index fell by 0.3% and the ChiNext Index decreased by 0.57% [1] - The total market turnover reached 3.26 trillion yuan, an increase of 267.1 billion yuan compared to the previous trading day, with over 3500 stocks declining [1] Sector Highlights - The liquor sector experienced a surge, with Kweichow Moutai's price rising nearly 9%, and over twenty stocks including Wuliangye and Luzhou Laojiao hitting the daily limit [1] - The precious metals sector continued to rise, with spot gold approaching 5600 USD, leading to multiple stocks like Sichuan Gold and Zhaojin Gold hitting the daily limit [1] - AI application stocks collectively surged, with a significant increase in related stocks [1] - The cultural media sector also saw gains, with stocks like Zhejiang Wenlian hitting the daily limit [1] - Insurance stocks were active, with China Pacific Insurance leading the gains [1] - Real estate, oil and gas services, and banking sectors showed notable increases [1] Declines in Specific Sectors - The high-bandwidth memory and SMIC concepts faced declines, with Jingce Electronics dropping nearly 9% [1] - The electronic chemicals sector experienced widespread declines, with Anji Technology falling over 8% [1] - The electronic components and PCB sectors also saw declines, with Yidong Electronics dropping over 11% [1] - Other sectors such as power grid equipment, superconducting concepts, and optical communication modules faced significant downturns [1]