责任编辑：栎树 1月27日，A股市场存储芯片股集体走强，其中，东芯股份20CM涨停，普冉股份涨超15%，恒烁股份涨 超14%，帝科股份涨超12%，康强电子、华天科技10CM涨停，协创数据、精智达涨超9%，航宇微涨超 8%，中微半导、华虹公司、概伦电子涨超7%，北京君正涨超6%，聚辰股份、国科微、沪硅产业、京仪 装备涨超5%。 消息面上，当地时间周一，美光科技宣布，位于新加坡现有NAND闪存制造园区内的先进晶圆制造厂正 式破土动工，计划未来十年投资约240亿美元，预计2028年下半年投产。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 688110 | 东芯股份 | 1 | 20.00 | 678亿 | 16.66 | | 688766 | 普朗股份 | 1 | 15.65 | 380亿 | 102.03 | | 688416 | 恒烁股份 | | 14.72 | 77.94 乙 | 70.32 | | 300842 | 帝科股份 | 1 | 12.57 | 175亿 | 102.83 | | 002 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 688110 | 东芯般份 | 1 | 20.00 | 678亿 | 16.66 | | 688766 | 普典股份 | 1 | 15.65 | 380亿 | 102.03 | | 688416 | 恒烁股份 | | 14.72 | 77.94 乙 | 70.32 | | 300842 | 帝科股份 | 1 | 12.57 | 175亿 | 102.83 | | 002119 | 康弾用子 | 1 | 10.00 | 92.88.26 | 50.27 | | 002185 | 华天科技 | 豪 | 9.98 | 478亿 | 33.64 | | 300857 | 协创数据 | 1 | 9.47 | 804亿 | 37.78 | | 688627 | 精智达 | 4 | 9.04 | 286亿 | 36.00 | | 300053 | 航宇微 | 1 | 8.40 | 167亿 | 26.13 | | 688380 | 中微未合 | - | 7.47 | ...

半导体板块进一步走强，华虹公司、盛科通信盘中创新高，华天科技午后涨停，恒烁股份、国民技术涨 幅居前。 ...

格隆汇1月27日｜A股市场CPO概念股普涨，其中，炬光科技涨超10%，可川科技10CM涨停，天孚通信 涨超8%，汇绿生态涨超6%，罗博特科、华天科技、中际旭创涨超5%，蘅东光、沃格光电、新易盛、光 库科技涨超4%。 ...

1月27日，A股市场CPO概念股普涨，其中，炬光科技涨超10%，可川科技10CM涨停，天孚通信涨超 8%，汇绿生态涨超6%，罗博特科、华天科技、中际旭创涨超5%，蘅东光、沃格光电、新易盛、光库科 技涨超4%。 责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 688167 | 炬光科技 | 1 | 10.42 | 188亿 | 19.27 | | 603052 | 可川科技 | | 10.00 | 106亿 | 78.86 | | 300394 | 天孚通信 | 1 | 8.81 | 1658亿 | 5.01 | | 001267 | 汇绿生态 | | 6.23 | 213亿 | 23.88 | | 300757 | 罗博特科 | | 5.41 | 593亿 | 51.54 | | 002185 | 华天科技 | | 5.40 | 458亿 | 28.08 | | 300308 | 中际旭创 | 1 | 5.39 | 6907亿 | 1.90 | | 920045 | 衛东光 | 1 | ...

证券之星消息，1月23日半导体板块较上一交易日上涨0.02%，臻镭科技领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。半导体板块个股涨跌见下表： 从资金流向上来看，当日半导体板块主力资金净流出90.34亿元，游资资金净流入19.21亿元，散户资金净 流入71.13亿元。半导体板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 688270 | | | 5.91 Z | 9.58% | -4.03 Z | -6.54% | -1.88 Z- | -3.05% | | 002049 | 紫光国微 | | 3.13 乙 | 6.91% | -1.79亿 | -3.94% | -1.35 Z | -2.97% | | 600745 | 闻泰科技 | | 2.71亿 | 8.72% | -1.52亿 | -4.90% | -1. ...

Market Overview - On January 22, A-shares saw all three major indices rise collectively, with significant gains in sectors such as aerospace, mining, shipbuilding, glass fiber, gas, oil, photovoltaic equipment, coal, and cement [1] - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 10.442 billion yuan, while 14 industries saw net inflows [1] Sector Performance - The telecommunications, defense, and non-bank financial sectors had the highest net inflows, amounting to 7.884 billion yuan, 2.916 billion yuan, and 1.371 billion yuan respectively [1] - In contrast, the electronics, power equipment, non-ferrous metals, and basic chemicals sectors faced the largest net outflows, totaling 7.979 billion yuan, 5.42 billion yuan, 2.773 billion yuan, and 2.077 billion yuan respectively [1] Individual Stock Highlights - A total of 51 stocks received net inflows exceeding 200 million yuan, with nine stocks seeing inflows over 600 million yuan [1] - The top three stocks attracting main fund inflows were New Yisheng, Zhongji Xuchuang, and Tianfu Communication, with net inflows of 2.193 billion yuan, 2.188 billion yuan, and 1.337 billion yuan respectively [1] Earnings Forecast - Tianfu Communication announced an earnings forecast for 2025, expecting a net profit attributable to shareholders of approximately 1.881 billion to 2.15 billion yuan, representing a year-on-year growth of 40% to 60% [2] Tail-End Fund Movements - In the tail-end trading session, the main funds saw a net inflow of 1.797 billion yuan, with the telecommunications sector leading with over 1 billion yuan in inflows [5] - Notable stocks with significant tail-end inflows included China Great Wall, New Yisheng, and Industrial Fulian, each exceeding 200 million yuan [5] Notable Outflows - The robot concept stock Sanhua Intelligent Control experienced a net outflow exceeding 400 million yuan, while other companies like Ningde Times and Tongfu Microelectronics also saw significant outflows [7]

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with notable amounts withdrawn from companies across different industries, suggesting a potential shift in investor sentiment and market dynamics [1][2][3] Group 1: Major Stocks with Capital Outflows - Sanhua Intelligent Control experienced a capital outflow of 1.402 billion, with a decline of 2.73% in stock price [2] - Tongfu Microelectronics saw a capital outflow of 1.309 billion, with a decrease of 1.55% [2] - Contemporary Amperex Technology reported a capital outflow of 1.143 billion, with a drop of 2.8% [2] - Zhaoyi Innovation also faced a capital outflow of 1.143 billion, with a decline of 1.93% [2] - Changdian Technology had a significant outflow of 861 million, with a sharp decrease of 6.25% [2] Group 2: Other Notable Stocks - Hunan Silver experienced a capital outflow of 836 million, but its stock price increased by 6.67% [2] - Huada Technology saw an outflow of 825 million, with a decline of 3.1% [2] - Yango Technology faced a capital outflow of 723 million, with a significant drop of 6.37% [2] - Sungrow Power Supply had an outflow of 720 million, with a decrease of 1.16% [2] - TBEA reported a capital outflow of 653 million, with a decline of 2.5% [2] Group 3: Additional Stocks with Capital Outflows - Baiwei Storage experienced a capital outflow of 588 million, with a slight decrease of 0.79% [2] - Nanda Optoelectronics saw an outflow of 577 million, with a decline of 4.25% [3] - Lens Technology faced a capital outflow of 565 million, with a decrease of 2.09% [3] - Zijin Mining reported an outflow of 556 million, with a decline of 2.31% [3] - EVE Energy experienced a capital outflow of 555 million, with a drop of 2.99% [3]

据天眼查APP显示，天水华天科技股份有限公司成立于2003年12月25日，注册资本325888.1652万人民 币。 （文章来源：证券时报网） 数据宝统计，截至10:51，华天科技成交额56.86亿元，创2024年11月1日以来新高。最新股价下跌 1.62%，换手率12.16%。上一交易日该股全天成交额为48.08亿元。 ...

存储芯片板块延续涨势，盈方微涨停，胜科纳米、朗科科技涨超10%，澜起科技、普冉股份、华天科技 跟涨。消息面上，美股存储板块在周三再度爆发，主要厂商股价集体刷新历史新高，随着人工智能热潮 引发的存储芯片需求激增与供应短缺，全球存储市场正迎来新一轮强劲的"超级周期"。 本文源自：金融界AI电报 ...