电子行业主力资金净流入金额居首。 A股主要指数今日（1月21日 ）集体收涨，行业板块涨多跌少，贵金属、能源金属、采掘行业、电机、 半导体、小金属、电子元件等板块涨幅居前，煤炭、酿酒、商业百货、电网设备等板块跌幅居前。 从今日主力资金情况来看，沪深两市全天主力资金净流入56.08亿元。17个行业主力资金净流入，电 子、有色金属、银行、机械设备行业主力资金净流入金额分别为52.2亿元、43.76亿元、21.59亿元、 11.36亿元；非银金融、通信、计算机、交通运输等行业主力资金净流入金额均超5亿元。 14个主力资金净流出行业中，电力设备、国防军工、传媒行业主力资金净流出金额居前，分别为44.51 亿元、28.47亿元、11.42亿元； 农林牧渔、食品饮料、家用电器、商贸零售行业主力资金净流出金额均 超6亿元。 10股获主力资金净流入均超5亿元 从个股看，56股主力资金净流入均超2亿元，10股获主力资金净流入均超5亿元。 新易盛、华天科技、通富微电主力资金净流入分别为12.14亿元、10.87亿元、10.17亿元。 近日，华天科技发布购买资产的进展公告，公司拟通过发行股份及支付现金方式，收购27名交易对方合 计持 ...

| | | | 1月21日涨停封单资金居前的个股 | | | --- | --- | --- | --- | --- | | 代码 | 名称 | 涨停封单额 | 涨停板 | 涨停原因 | | | | (亿元) | 情況 | | | 002931 | 锋龙股份 | 10.36 | 16连板 | 优必选拟入主+机器人 | | 002156 | 通富微电 | 7.32 | 育板 | 年报预增+定增扩产+AMD链+存储封测 | | 000670 | 宮方微 | 7.30 | 2连板 | 重大资产重组+存储芯片+半导体分销 | | 000066 | 中国长城 | 6.11 | 首板 | 业绩减亏+AI服务器+商业航天+央企 | | 000880 | 潍柴重机 | 5.02 | 首板 | 数据中心+发电机组+山东国资 | | 603078 | 江化微 | 4.48 | 2连板 | 复牌+上海国资入主+芯片材料+光刻胶 | | 002185 | 华大科技 | 3.85 | 首板 | 收购华羿微电+功率器件+存储芯片+先进封装 | | 688047 | 龙芯中科 | 3.50 | 首板 | 自主CPU+商业航天 | | 00 ...

Core Viewpoint - The article highlights the trading activities in the Shanghai and Shenzhen stock markets, focusing on the significant inflow and outflow of funds in various sectors and individual stocks, as well as the performance of ETFs and the activity of institutional and retail investors [1][5][12]. Group 1: Trading Volume and Stock Performance - The total trading volume for the Shanghai and Shenzhen Stock Connect reached 321.15 billion, with Haiguang Information and Ningde Times leading in individual stock trading volume [1][2]. - The top stocks by trading volume in the Shanghai Stock Connect included Haiguang Information (3.506 billion) and Sanbai (3.306 billion), while in the Shenzhen Stock Connect, Ningde Times (3.056 billion) and Xinyi Sheng (3.012 billion) topped the list [3][4]. Group 2: Sector Performance - The electronic sector saw the highest net inflow of funds, while sectors such as white liquor, electric grid equipment, and coal experienced significant outflows [5][7]. - The top sectors by net inflow included precious metals (16.53 billion), energy metals (12.94 billion), and industrial machinery (2.99 billion) [6]. Group 3: ETF Trading Activity - The top ETF by trading volume was the CSI 300 ETF from Huatai Baichuan, with a trading amount of 23.2079 billion, reflecting a 70.47% increase from the previous trading day [13]. - The CSI 1000 ETF from GF Securities saw a remarkable trading volume increase of 799.23%, reaching 7.36828 billion [14]. Group 4: Institutional and Retail Investor Activity - Institutional investors showed moderate activity, with notable purchases in stocks like Zhongtung High-tech (316 million) and Dazhu CNC (333 million) [16]. - Retail investors' activity decreased significantly, with a notable drop in the number of participating brokerage firms and net buying scale [18].

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 | | ...

中国上市公司网/文 A股今日集体上涨，截至收盘，沪指涨0.08%，深成指涨0.7%，创业板指涨0.54%，北证50指数涨 0.14%，科创50指数大涨3.53%，沪深京三市成交额26236亿元，较上日缩量1805亿元，三市超3000只个 股飘红。 板块题材上，黄金、有色金属、天然气、半导体、CPO、PCB、足球概念股涨幅居前;白酒、电网设 备、煤炭、银行、保险、零售、旅游及酒店、机场航运板块跌幅居前。 盘面上，受国际金价大涨影响，黄金股、有色资源股全线爆发，四川黄金、白银有色等10余股涨停。半 导体、AI算力板块表现强势，海光信息、通富微电、兆易创新创出历史新高，大摩指出DDR4一季度价 格涨幅可能达50%。受美国天然气期货大涨影响，天然气板块临近尾盘亦有所拉升，山东墨龙、中国海 油多股上扬。另一方面，大消费板块今日普遍调整，白酒、零售、旅游方向领跌。尾盘多只宽基ETF成 交持续放大，其中上证50ETF成交超150亿创历史天量，成交量放大同时盘面有所压制。 【4连板】广电电气。 主力净流入板块 连板个股 【16连板】锋龙股份。 【3连板】招金黄金、江化微。 【2连板】京基智农、盈方微、红宝丽、湖南白银、红墙股 ...

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 | ...

通富微电子股份有限公司投资者关系活动记录表 编号：2026-002 | 投资者关系活动 ☑ | 特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 平安证券：陈福栋；弢盛资产：陶星辰；博时基金：赵宪成；工 | | 人员姓名 | 银瑞信：万力实；摩根基金：宋敬祎；国联民生：王晔；南方基 | | | 金：竺绍迪、吴春林；中信证券：王子源；富国基金：罗擎；长 | | | 城基金：余泽璇；长江资管：杨书权；中庚基金：徐润齐；平安 | | | 基金：江正清；长信基金：袁梦镜；银河基金：黄心叶；财通证 | | | 券：唐佳、詹小瑁；泉果基金：赵浩 | | 时间 | 2026 年 1 月 21 日 | | 地点 | 公司会议室 | | 上市公司接待人 | 董事会秘书 蒋澍 | | 员姓名 | | | | 一、公司概况 | | | 通富微电是集成电路封装测试服务提供商，为全球客户提供 | | | 从设计仿真到封装测试的一站式服务。公司的产品、 ...

| 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 | ...

Investment Rating - The report maintains a rating of "Outperform" for the electronic industry, indicating a positive outlook compared to the broader market [2]. Core Insights - The report emphasizes that AI inference is driving innovation, with a focus on demand-driven Opex-related sectors, particularly in storage, power, ASIC, and supernodes [2][30]. - The semiconductor packaging industry is experiencing a significant price increase of 30%, driven by supply-demand imbalances and rising costs of raw materials [23][24][27]. - The report highlights the expected growth in the domestic computing power supply chain, particularly in storage and ASIC sectors, as companies like Yangtze Memory Technologies and ChangXin Memory Technologies expand production [2][30]. Summary by Sections Market Review - The Shanghai Composite Index decreased by 0.45%, while the Shenzhen Component Index increased by 1.14%. The Shenwan Electronics Index rose by 3.77%, ranking second among 31 Shenwan industries [1][13]. Weekly Focus - TSMC reported a 35% increase in profits, driven by strong demand for AI chips, with expected capital expenditures of $52 billion to $56 billion in 2026 [23]. - The packaging industry is benefiting from a recovery in demand, with companies like Li Cheng and Hua Dong Technology seeing increased capacity utilization and order visibility [23][24]. Storage Sector - The report anticipates a significant expansion year for NAND and DRAM production, driven by rising demand for SSDs and HBM products [30]. - Key players in the NAND and DRAM semiconductor supply chain include companies like Zhongwei Technology and Tuo Jing Technology [30]. Power Sector - The report identifies growth opportunities in the power sector, focusing on new technologies in both generation and consumption [31]. ASIC and Supernodes - The report expresses optimism regarding the full-stack model of ASIC inference, predicting an increase in market share for ASICs [31]. - It also notes the anticipated evolution of cabinet models, with growth expected in high-speed interconnects, cabinet manufacturing, and liquid cooling technologies [31]. Domestic Supply Chain - The report highlights improvements in domestic advanced process yields and capacity, which are expected to enhance the supply of domestic computing power chips [30][32].