Group 1 - The total margin financing balance of A-shares reached 27,249.13 billion yuan on January 22, increasing by 38.90 billion yuan from the previous trading day, accounting for 2.62% of the A-share circulating market value [1] - The margin trading volume on the same day was 2,686.14 billion yuan, which is an increase of 78.01 billion yuan from the previous trading day, representing 9.88% of the total A-share trading volume [1] Group 2 - Among the 31 primary industries, 18 sectors experienced net financing inflows, with the electronics sector leading at a net inflow of 1.749 billion yuan [3] - Other sectors with significant net financing inflows include telecommunications, non-bank financials, and basic chemicals [3] Group 3 - A total of 53 individual stocks had net financing inflows exceeding 100 million yuan, with China Ping An leading at a net inflow of 658 million yuan [3] - Other notable stocks with high net financing inflows include Zhongji Xuchuang, Runze Technology, Poly Development, Zhongchao Holdings, Longxin Technology, Xinye Technology, Kweichow Moutai, and Wolong Nuclear Materials [3][4]

证券日报网讯1月22日，沃尔核材（002130）在互动平台回答投资者提问时表示，公司暂不涉及黄金相 关业务。 ...

证券日报网讯1月22日，沃尔核材（002130）在互动平台回答投资者提问时表示，公司将根据深交所相 关业务规则履行信息披露义务。 ...

（编辑 楚丽君） 证券日报网讯 1月22日，沃尔核材在互动平台回答投资者提问时表示，在电力电缆附件领域，沃尔核材 凭借齐全的产品种类、稳定性能及全国营销网络，规模总量和行业地位处于细分行业前列；核电领域， 公司核级电缆附件已应用于国内外多个核电工程，中标率领先，并完成80年寿期核安全级电缆附件研制 鉴定，填补国际空白；充电枪业务在政策推动下保持较快增长，公司将持续完善液冷、风冷大电流产品 序列，巩固市场领先地位。 ...

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]

Group 1 - The top 20 stocks with significant capital inflow include Aerospace Electronics (8.98 billion), Tianfu Communication (7.17 billion), and Zhongji Xuchuang (6.63 billion) [1] - Aerospace Electronics experienced a price increase of 8.1%, while Tianfu Communication and Zhongji Xuchuang saw increases of 3.85% and 1.33% respectively [2] - Other notable stocks with substantial capital inflow include Woer Nuclear Materials (5.31 billion), Jiuding New Materials (4.75 billion), and China Nuclear Engineering (4.37 billion) [1][2] Group 2 - Jiuding New Materials had a significant price increase of 10%, while Zhejiang Wenlian and China Shipbuilding also saw increases of 10% and 1.96% respectively [2][3] - The energy sector is represented by China Petroleum with a capital inflow of 2.85 billion and a price increase of 2.85% [3] - Companies like Jushi Group and Goldwind Technology also showed strong performance with capital inflows of 2.78 billion and 2.73 billion, and price increases of 10.01% and 4.44% respectively [3]

格隆汇1月22日｜A股市场核能核电股走强，其中，中超控股、中信重工、长城电工涨停，中国铀业涨 超7%，航宇科技、沃尔核材涨超5%，常辅股份、上海电气、中国动力、钢研高纳、中国核建涨超4%。 消息面上，美国总统特朗普称，美国正"大力"发展核能。已签署行政命令，批准新建多家核工厂。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 002471 | 中超控股 | 1 | 10.04 | 106亿 | -2.99 | | 601608 | 中信重工 | | 10.04 | 366亿 | 21.40 | | 600192 | 长城电工 | | 10.00 | 49.56 乙 | 10.65 | | 001280 | 中国轴业 | 1 | 7.28 | 1915亿 | 52.00 | | 688239 | 航宇科技 | | 5.18 | 133亿 | 2.87 | | 002130 | 沃尔核材 | | 5.14 | 410亿 | 23.63 | | 920396 | 常辅服份 | 美 | 4.85 | 26.40 ...

股票频道更多独家策划、专家专栏，免费查阅>> 1月22日，A股市场核能核电股走强，其中，中超控股、中信重工、长城电工涨停，中国铀业涨超7%， 航宇科技、沃尔核材涨超5%，常辅股份、上海电气、中国动力、钢研高纳、中国核建涨超4%。消息面 上，美国总统特朗普称，美国正"大力"发展核能。已签署行政命令，批准新建多家核工厂。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 002471 | 中超控股 | 1 | 10.04 | 106亿 | -2.99 | | 601608 | 中信重工 | | 10.04 | 366亿 | 21.40 | | 600192 | 长城电工 | | 10.00 | 49.56 乙 | 10.65 | | 001280 | 中国 中国 中国 | 1 | 7.28 | 1915 Z | 52.00 | | 688239 | 航宇科技 | | 5.18 | 133亿 | 2.87 | | 002130 | 沃尔核材 | | 5.14 | 410亿 | 23.63 | | 920396 ...

A股市场核能 核电股走强，其中， 中超控股、 中信重工、 长城电工涨停， 中国铀业涨超7%， 航宇科 技、 沃尔核材涨超5%，常辅股份、 上海电气、 中国动力、 钢研高纳、 中国核建涨超4%。 ...

【ZX电池】铜连接行业近况更新20260120 # 近期变化，近期APH股价持续新高，市场对于铜连接关注度有所提升：前期市场担心Rubin迭代将影响铜缆需 求，实际Rubin速率升级后，有望催生448G需求，头部厂家有望受益产品结构升级；此外，近期头部企业实际需求 良好，推荐沃尔核材、精达股份。 【ZX电池】铜连接行业近况更新20260120 # 近期变化，近期APH股价持续新高，市场对于铜连接关注度有所提升：前期市场担心Rubin迭代将影响铜缆需 求，实际Rubin速率升级后，有望催生448G需求，头部厂家有望受益产品结构升级；此外，近期头部企业实际需求 良好，推荐沃尔核材、精达股份。 # 沃尔核材：高速线产能Q4翻倍、有效产能对应26年15X # 近况&估值，公司目前拥有16台罗森泰设备（25Q3末为7台），26年4月前再增加10+台设备，30台*1.5e产值=45e 发泡产能；公司Q4高速线收入持续增长，GB系列换挡期结束后收入&盈利将迎来拐点：按照26年主业11e+铜缆 60e（按50%发泡50%非发泡测算）*25%=25e业绩，对应26年约15x，低于当前国内PCB、光模块板块公司，估值性 价比高； ...