2026年1月21日早盘，A股开盘即上演惊心动魄的一幕。 利欧股份（002131）在停牌三个交易日后复牌，瞬间被超过1100万手卖单封死跌停板，跌停价锁定 在9.36元，封单资金高达105亿元。 开盘前集合竞价阶段的挂单仅为820万手，但开盘后抛压持续涌出，半小时内封单量飙升至1100万手，相当于1.1亿股筹 码堆积在卖一队列。 这意味着，停牌前最后一个交易日追高买入的68.18万股东，几乎全部被"闷杀"在跌停板上。 利欧股份的停牌核查始于1月16日。 此前，该股在10个交易日内从5元暴涨至10.40元，区间涨幅达96.77%，被市场冠以"AI妖股"之名。 公司主营业务本是泵 业机械制造，但因涉及数字营销、AI智能体等热门概念，成为游资炒作标的。 停牌期间，利欧股份发布核查公告，明确表示"AI相关业务收入占比极小，对 业绩无重大影响"，但这一风险提示并未缓解市场的恐慌情绪。 复牌当日，资金出逃的决绝程度远超市场预期。 龙虎榜数据显示，停牌前一日（1月15日），游资已集体撤离，净流出6.01亿元，机构席位更是抛售超12亿 元。 广发证券深圳后海营业部单笔卖出5.41亿元，北向资金也同步净流出1414万元。 而停 ...

来源：同花顺投资 责任编辑：刘万里 SF014 来源：同花顺投资 责任编辑：刘万里 SF014 ...

1、行情 又是持续被"压制"的一天。 题材方面，黄金、白银板块随期货大涨，白银有色2连板，招金黄金、四川黄金、国城矿业、西部黄金、湖南白银涨 停，晓程科技、赤峰黄金、盛达资源、中金黄金等集体大涨； 伴随着利欧股份今日"出狱"，强势股的回落已经不存在漏网之鱼了。 利欧股份今日毫无悬念的一字跌停，截至收盘仍有百亿资金按在跌停板上。 封测板块局部走强，大港股份、通富微电、华天科技涨停，长电科技、光力科技、甬矽电子、晶方科技等集体大涨； 半导体局部发力，江化微、盈方微2连板，中国长城、龙芯中科（20CM）、至正股份、综艺股份、芯碁微装（20CM 炸）等涨停； 此外，有色、碳酸锂、PCB、CPO、化工、体育、光刻胶等均有强势表现，航天、消费、光伏等跌幅居前。 截至收盘，沪指、深成指、创业板指分别收涨0.08%、0.7%、0.54%，市场超3000股上涨，近2200股下跌，三市累计成交量达2.6万 亿。 值得一提的是，今日几个ETF继续"放量控盘"，沪深300ETF、中证1000ETF等盘中多次出现放量砸盘的情况。 2、强势股 根据同一批"好兄弟"此前的表现，结合利欧股份停牌前的天量成交，感觉怎么都得三个一字才有可能开板 ...

就在市场情绪高涨之际，利欧股份当晚宣布因股价异常波动即将停牌核查。更值得玩味的是，在停牌期 间利欧股份首次对外澄清，其AI业务实际占营收比例很小，对业绩影响有限。 而在此之前，利欧股份对自己AI业务的规模不仅任由市场肆意猜测、疯狂炒作，还多次在机构调研中 回应关于AI业务以及GEO业务的布局与成果。 但如果我们冷静下来，看看利欧股份的真实家底，就会发现一种强烈的反差：近三年利欧股份的营收都 能过百亿，规模不小，但利润却极不稳定，时而盈利时而亏损。 更关键的是，利欧股份的大部分利润并非来自主业经营，而是投资收益。换句话说，它核心业务的赚钱 能力，并没有股价表现得那么强劲。 今日复牌，利欧股份的股价开盘即跌停，超1100万手跌停封单，与此同时利欧股份的换手率仅有 0.66%，这强烈的反差背后是多数持股者想卖却无法成交的窘境。 AI概念炒翻天！利欧股份股价10天翻倍，一纸澄清后直接跌停！利欧股份这场资本盛宴，到底谁是最 后的买单者？ 利欧股份这一轮暴涨，始于2025年12月31日，到2026年1月15日停牌核查前，短短10个交易日，股价涨 幅超过102%，直接翻倍。 点燃这把火的，是一个叫"GEO"的人工智能营销新 ...

Market Overview - The Shanghai Composite Index rose by 0.08% on January 21, with 18 out of the 28 sectors experiencing gains, led by the non-ferrous metals and electronics sectors, which increased by 2.79% and 2.62% respectively [1] - The mechanical equipment sector ranked third in terms of daily gains [1] - The banking and coal sectors saw the largest declines, with decreases of 1.58% and 1.57% respectively [1] Capital Flow Analysis - The net inflow of capital in the two markets was 11.983 billion yuan, with 14 sectors experiencing net inflows [1] - The electronics sector had the highest net capital inflow, amounting to 16.369 billion yuan, while the non-ferrous metals sector followed with a net inflow of 7.289 billion yuan [1] Mechanical Equipment Sector Performance - The mechanical equipment sector increased by 1.50% with a net capital inflow of 2.1 billion yuan, comprising 531 stocks, of which 405 rose and 112 fell [2] - Among the stocks in this sector, 247 experienced net capital inflows, with 14 stocks seeing inflows exceeding 100 million yuan [2] - The top three stocks with the highest net inflows were: - Jieli Rigging: 555.9 million yuan, up 10.03% - Hengli Hydraulic: 386.2 million yuan, up 5.43% - Yingweik: 285.0 million yuan, up 3.18% [2] Mechanical Equipment Sector Capital Outflow - The mechanical equipment sector also had stocks with significant capital outflows, with 6 stocks experiencing outflows exceeding 100 million yuan [3] - The top three stocks with the highest net outflows were: - Liou Shares: -242.9 million yuan, down 10.00% - Aerospace Power: -206.6 million yuan, down 9.68% - Raycus Laser: -183.4 million yuan, down 2.57% [3]

利欧股份1月21日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 机构专用 | 5717.74 | 0.00 | | 买二 | 机构专用 | 852.88 | 0.00 | | 买三 | 中信证券(山东)有限责任公司莱州文化东路证券营业部 | 384.51 | 0.00 | | 买四 | 机构专用 | 359.42 | 0.00 | | 买五 | 国信证券股份有限公司浙江互联网分公司 | 290.25 | 0.00 | | 卖一 | 华源证券股份有限公司江苏分公司 | 0.00 | 1863.76 | | 卖二 | 东方证券股份有限公司上海松江区沪亭北路证券营业 | 1.97 | 1857.21 | | | 部 | | | | 卖三 | 甬兴证券有限公司上海分公司 | 3.93 | 1845.79 | 深交所公开信息显示，当日该股因日跌幅偏离值达-10.64%上榜，机构专用席位净买入6930.05万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.67亿元，其中，买入成交额为761 ...

| 买卖 | 会员营业部名称 | 买入金额 | 卖出金额 | | | --- | --- | --- | --- | --- | | | | (元) | (元) | | | 买1 | 机构专用 | 57,177,432 | | 0 | | 买2 | 机构专用 | 8,528,832 | | 0 | | 买3 | 中信证券（山东）有限责任公司莱州文 化东路证券营业部 | 3,845,088 | | 0 | | 买4 | 机构专用 | 3,594,240 | | 0 | | 深 | 国信证券股份有限公司浙江互联网分公 TO | 2,902,536 | | 0 | | 卖1 | 华源证券股份有限公司江苏分公司 | 0 | 18,637,632 | | | 卖2 | 东方证券股份有限公司上海松江区沪亭 北路证券营业部 | 19.656 | 18,572,112 | | | 卖3 | 9228澳门户沙盛娱乐流线 | 39,312 | 18,457,920 | | | 卖4 | 国泰海通证券股份有限公司温岭万昌中 路证券营业部 | 0 | 18,306,288 | | | 卖5 | 国金证券股份有限公司成都新都区马超 西 ...

Group 1 - The core viewpoint of the article highlights the significant stock price fluctuations of Liou Co., Ltd. (002131) in the AI application sector, with a notable drop of 10% on January 21, 2026, and a trading volume exceeding 120 million shares, amounting to over 10 billion yuan [2] - Liou Co., Ltd. experienced a cumulative increase of 102.73% in stock price from December 31, 2025, to January 15, 2026, indicating strong market interest prior to the recent decline [2] - The company announced that its stock would resume trading on January 21, 2026, after completing an internal review regarding the stock price volatility, confirming that no corrections or supplements to previously disclosed information were necessary [2][3] Group 2 - The company emphasized that its main business operations remain normal and that there have been no significant changes or undisclosed major matters affecting its operations [3] - As of January 19, 2026, the average price-to-book ratio for the "business services" industry was reported at 2.27 times, with a rolling price-to-earnings ratio of 33.35 times [3] - Liou Co., Ltd.'s latest price-to-book ratio stands at 5.32 times, and its rolling price-to-earnings ratio is significantly higher at 143.98 times, indicating a premium valuation compared to industry averages [4] - The company clarified that revenue from AI-related businesses constitutes a small proportion of its overall revenue and does not significantly impact its overall operational performance and financial condition [4]

大家好！来一起关注上午的市场行情和最新资讯~ 1月21日上午，亚太市场普遍低迷，A股市场走出独立行情，但午前涨幅略有回落。 【导读】A股走出独立行情，科创50指数半日涨近3%；电子板块狂掀涨停潮；利欧股份千万 手卖单压顶，封死跌停 中国基金报记者 晨曦 全市场半日成交额为16459亿元，较上日同期有所缩量；全市场超2900只个股上涨。 盘面上，上午电子、有色金属、通信、计算机等板块走高，GPU、锂矿、先进封装、黄金珠 宝等概念股活跃；煤炭、食品饮料、商贸零售等板块回调。 截至午间收盘，中熔电气、龙芯中科20cm涨停，科翔股份、海光信息等多股涨超10%；大港 股份、可立克、通富微电等十余股集体涨停。 | 序号 代码 | | 名称 | 现价 | 涨跌 | 涨跌幅 ~ | | --- | --- | --- | --- | --- | --- | | 1 | 688047 | 龙芯中科 | 177.72 | 29.62 | 20.00% | | 2 | 301031 | 中熔电气 | 143.40 | 23.90 | 20.00% | | 3 | 300903 | 科翔股份 | 24.84 | 3.05 | 14. ...

Core Viewpoint - The AI application sector is experiencing differentiation, with companies like Liou Co. facing significant declines while others like Yidian Tianxia show volatility but recover somewhat as the sector stabilizes [1]. Group 1: Liou Co. (利欧股份) - Liou Co. has seen a dramatic increase in stock price, doubling over ten trading days since December 31, reaching a historical high, primarily driven by speculation around AI marketing concepts [3]. - The company is actively developing AI capabilities through its subsidiary Liou Digital, which has established multiple intelligent systems in marketing, including strategy, creativity, deployment, and operations, and launched the AIGC ecosystem platform LEO AIAD [3]. - Liou Co. is also exploring new areas such as liquid cooling concepts and partnerships with Huawei, creating a compounded effect of various trending themes [3]. Group 2: Yidian Tianxia (易点天下) - Yidian Tianxia has experienced a significant stock price increase of over 130% since late December, becoming a market highlight, but faced a sharp decline of over 30% upon resuming trading after a suspension for review [3][4]. - The company's market appeal is also centered around its AI marketing concept and its GEO generative engine optimization business, positioning itself as a cross-border digital marketing service provider leveraging AI technology for smart marketing solutions [4]. - Despite the recent volatility, the company asserts that its core logic relies on AI technology to empower its business, although it clarified that it does not have any revenue from GEO-related business [4].