今日晚间重要公告抢先看——北方导航：公司在商业航天领域无相关业务，也未取得相关订单；紫光国 微公告：公司正在筹划发行股份及支付现金购买瑞能半导体科技股份有限公司控股权或全部股权，并募 集配套资金事项，公司证券将继续停牌。 【重大事项】 北方导航：公司在商业航天领域无相关业务，也未取得相关订单 北方导航(600435)1月7日发布股票交易异常波动公告，近期，部分网站将公司股票纳入商业航天板块。 本公司从未发布过相关公告，且公司在商业航天领域无相关业务，也未取得相关订单。敬请广大投资者 理性投资，关注股票交易风险。 锋龙股份：如股票价格进一步异常上涨可能申请停牌核查 未来36个月内优必选不存在通过上市公司重 组上市的计划或安排 1月7日，锋龙股份(002931.SZ)公告称，公司股票自2025年12月25日至2026年1月7日连续8个交易日涨 停，累计涨幅偏离值超过100%，显著偏离大盘指数，短期波动幅度较大，已明显偏离市场走势，存在 较高的炒作风险，如未来公司股票价格进一步异常上涨，公司可能申请停牌核查，投资者参与交易可能 面临较大风险，敬请广大投资者务必充分了解二级市场交易风险，切实提高风险意识。优必选暂无在 ...

证券代码：002050 证券简称：三花智控 公告编号：2026-002 浙江三花智能控制股份有限公司 2025 年半年度 A 股权益分派实施公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 浙江三花智能控制股份有限公司（以下简称"公司"）通过公司回购专用证券 账户持有公司股份 8,351,021 股，该部分股份不享有利润分配权利，本次权益分 派实施后，除权除息参考价如下： 公司 A 股本次实际现金分红的总金额（含税）=实际参与分配的股本×分配 比例，即 446,775,181.68 元=3,723,126,514 股×0.12 元/股；按公司 A 股总股本折 算的每 10 股现金分红（含税）=本次实际现金分红总金额÷总股本（含回购股份） ×10 股，即 446,775,181.68 元÷3,731,477,535 股×10 股=1.197314 元（保留到小数 点后六位，最后一位直接截取，不四舍五入）。 本次权益分派实施完毕后，根据股票市值不变原则，2025 年半年度 A 股权 益分派实施后的除权除息价格=股权登记日收盘价-每股现金分红=股权登 ...

三花智控公告，公司2025年半年度利润分配预案已获2025年12月17日召开的2025年第二次临时股东大会 审议通过，分派方案为：以截至2025年半年度利润分配预案披露之日公司总股本42.09亿股（其中A股股 本3,732,389,535股，H股股本476,536,400股）扣除回购专户上已回购股份后（截至2025年半年度利润分 配预案披露之日，公司回购专户股份数为2,707,721股）的股本总额42.06亿股为基数，向全体股东10股 派发现金红利1.2元（含税），不送红股，不以资本公积金转增股本。 ...

Core Viewpoint - The A-share market is showing strong momentum in January 2026, with the Shanghai Composite Index achieving a record 14 consecutive days of gains, indicating a favorable environment for institutional investors to position themselves for the upcoming market trends [2][3]. Group 1: Market Outlook - January is typically a time for institutional investors to prepare for the "spring surge" and the overall market trend for the year, with expectations of a structural market performance amid potential style differentiation as the Chinese New Year approaches [2]. - Long-term bullish sentiment is supported by a rebound in corporate earnings forecasts, particularly due to low comparative bases from the previous year, and an influx of capital into the A-share market as the year begins [3]. - Key investment themes identified include high-growth sectors such as AI hardware, renewable energy, and cyclical industries like non-ferrous metals, as well as financial sectors with stable earnings [2][3]. Group 2: Sector and Stock Recommendations - The focus on cyclical industries, particularly non-ferrous metals and financial sectors, has increased, with significant recommendations from various brokerages. For instance, the non-ferrous metals sector saw an increase of 15 stocks in the January recommendations, making it the second most recommended sector [7][20]. - Specific stocks highlighted include Zijin Mining, which is favored by 11 brokerages and has shown a substantial increase in institutional holdings, indicating strong market confidence [20][21]. - The electronic sector remains dominant with 47 stocks recommended, maintaining its position as the most favored sector for 23 consecutive months [6][9]. Group 3: Notable Stocks - Among the stocks recommended by multiple brokerages, Zhongji Xuchuang stands out with 12 brokerages supporting it, reflecting its strong market performance and significant institutional backing [11][12]. - Other notable stocks include Zijin Mining and Sanhua Intelligent Controls, both of which have shown impressive growth rates and are heavily favored by institutional investors [20][14]. - The commercial aerospace sector has also gained traction, with 9 stocks included in the January recommendations, reflecting a growing interest in this area [18].

（原标题：59股特大单净流入资金超2亿元） 股价表现方面，特大单资金净流入超2亿元个股今日平均上涨8.37%，表现强于沪指。具体看，上述个股今日上涨的有58只，股价以涨停收盘的有 高盟新材、邵阳液压等。 所属行业来看，上述特大单净流入资金居前个股中，电子、通信、机械设备行业最为集中，上榜个股分别有15只、11只、6只。（数据宝） 特大单净流入资金排名 从申万一级行业来看，今日有7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53.93亿元，该行业指数今日上涨1.24%，其次 是煤炭，今日上涨2.47%，净流入资金为11.36亿元，净流入资金居前的还有机械设备、轻工制造等行业。 特大单资金净流出的行业共有24个，净流出资金最多的是国防军工，特大单净流出资金76.20亿元，其次是计算机，特大单净流出资金51.60亿元， 净流出资金居前的还有非银金融、汽车等行业。 具体到个股来看，59股特大单净流入超2亿元，航天发展特大单净流入22.65亿元，净流入资金规模居首；通宇通讯特大单净流入资金14.63亿元， 位列第二；净流入资金居前的还有格林美、南大光电、岩山科技等。特大单净流出股中，东方财富特大单净流出 ...

【振幅大】 -今日A股共有13只个股振幅超过20%； -惠同新材，天力复合、倍益康等个股振幅居前； 【换手率高】 -今日A股共有46只个股换手率超过30%； -C新广益，雷科防务、C陕旅等个股换手率居前； 【主力资金】 -主力资金今日净流入通信、银行、煤炭等板块，净流出国防军工、计算机、汽车等板块； -航天发展、格林美、北方华创、通宇通讯、南大光电资金净流入规模居前，分别净流入19.33亿元、 12.66亿元、12.57亿元、11.72亿元、8.80亿元； -雷科防务、海格通信、三花智控、立讯精密、东方财富资金净流出规模居前，分别净流出21.09亿元、 19.74亿元、19.26亿元、18.08亿元、17.91亿元。 (本文来自第一财经) ...

1月7日，沪深两市成交额合计2.85万亿元，较上一交易日放量约476.45亿元。其中，沪市成交额1.2万亿 元，深市成交额1.66万亿元。三花智控成交额居首，为184.91亿元。其后是航天发展、中际旭创、金风 科技、中国卫星，成交额分别为179.49亿元、172.81亿元、168.46亿元、150.5亿元。 ...

致：香港交易及結算所有限公司 公司名稱: 浙江三花智能控制股份有限公司 呈交日期: 2026年1月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02050 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 476,536,400 | RMB | | 1 RMB | | 476,536,400 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 476,536,400 | RMB | | 1 RMB | | 476,536,400 | 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 | 2. 股份分類 | 普通股 | A 股份類別 | ...

Core Viewpoint - The A-share market continues to rise, with the Shanghai Composite Index increasing by 1.5%, reaching a nearly 10-year high, marking a 13-day consecutive gain [1]. Group 1: Market Performance - The Battery 50 ETF (159796) rose over 1%, with a trading volume of nearly 400 million yuan, achieving two consecutive days of gains [1]. - The top ten component stocks of the Battery 50 ETF show mixed performance, with significant gains from companies like XianDai Intelligent (+2.84%) and GreenMei (+2.49%), while others like Ningde Times (-0.93%) experienced declines [5]. Group 2: Lithium Carbonate Market Dynamics - Lithium carbonate futures surged by 7% yesterday and hit the daily limit today, driven by a shift in supply-demand dynamics towards a tighter balance [4]. - According to Huatai Securities, the oversupply of lithium carbonate is expected to improve significantly by the first half of 2025, with a projected cumulative oversupply of 50,200 tons in 2024, narrowing to 7,955 tons by Q2 2025, and turning into a shortage in Q3 and Q4 with gaps of 15,200 tons and 20,000 tons respectively [7]. Group 3: Demand Growth in Energy Storage - The demand for energy storage is expected to grow significantly, driven by high growth in power batteries and energy storage applications, particularly in AI data centers and renewable energy storage [8]. - Dongwu Securities forecasts a two-year sustained growth cycle for energy storage, with domestic bidding for energy storage expected to reach 190 GWh in 2025, a 138% increase, and cumulative installations projected to exceed 163 GWh, a 47% year-on-year increase [9]. Group 4: Global Energy Storage Trends - In the U.S., the demand for energy storage is expected to rise due to the rapid growth of AI data centers, with projected installations of approximately 53 GWh in 2025 and 80 GWh in 2026, reflecting a 51% year-on-year increase [10]. - European markets are also experiencing growth, with expected installations of 20 GWh in 2025 and 42 GWh in 2026, driven by supportive capacity pricing policies [10]. Group 5: Battery Industry Outlook - The lithium battery materials sector is witnessing positive changes, with energy storage demand exceeding expectations, leading to a recovery in industry sentiment [11]. - The electrolyte supply chain is expected to see an upward trend, supported by energy storage demand and rising lithium carbonate costs, with a projected tight balance in 2026 [11]. Group 6: Investment Strategy in Battery Sector - The Battery 50 ETF (159796) is highlighted for its significant exposure to energy storage (27%) and solid-state battery technology (42%), making it a favorable investment choice amid the expected demand surge [13][15]. - The ETF's management fee is notably low at 0.15% per year, enhancing its attractiveness for investors looking to capitalize on the battery sector's growth [15].

三花智控所属申万行业为：家用电器-家电零部件Ⅱ-家电零部件Ⅲ。所属概念板块包括：汽车热管理、 人形机器人、小鹏汽车概念、龙虎榜热门、汽车零部件等。 截至9月30日，三花智控股东户数44.55万，较上期增加72.68%；人均流通股8271股，较上期减少 41.88%。2025年1月-9月，三花智控实现营业收入240.29亿元，同比增长16.86%；归母净利润32.42亿 元，同比增长40.85%。 分红方面，三花智控A股上市后累计派现83.21亿元。近三年，累计派现31.35亿元。 机构持仓方面，截止2025年9月30日，三花智控十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1.66亿股，相比上期减少1041.39万股。华泰柏瑞沪深300ETF（510300）位居第五大流通 股东，持股3813.62万股，相比上期减少164.91万股。易方达沪深300ETF（510310）位居第六大流通股 东，持股2756.18万股，相比上期减少87.50万股。广发国证新能源车电池ETF（159755）位居第七大流 通股东，持股2308.45万股，为新进股东。华夏沪深300ETF（510330）位居第八大流通股东 ...