Core Viewpoint - The article highlights significant trading activities in the Shanghai and Shenzhen stock markets, with a focus on the leading stocks and sectors attracting major capital inflows and outflows, particularly in the defense and aerospace sectors [1][5][6]. Trading Summary - The total trading volume for the Shanghai and Shenzhen Stock Connect reached 324.76 billion, with Cambricon Technologies and CATL leading in individual stock trading volumes [1][2]. - The top ten stocks by trading volume in the Shanghai Stock Connect included Cambricon Technologies (34.09 billion), followed by three other notable stocks [3]. - In the Shenzhen Stock Connect, CATL topped the list with a trading volume of 42.31 billion, followed by Luxshare Precision and Zhongji Xuchuang [4]. Sector Performance - The defense and military industry sector saw the highest net capital inflow of 66.18 billion, representing a net inflow rate of 2.67% [6]. - Other sectors with notable inflows included machinery and computer sectors, while electronics and non-ferrous metals experienced significant outflows [7][8]. Individual Stock Capital Flow - The top stocks with net capital inflows included Aerospace Science and Industry (16.18 billion) and Aerospace Technology (9.09 billion) [9]. - Conversely, the stocks with the highest net outflows included Zhongji Xuchuang (-31.62 billion) and Luxshare Precision (-21.50 billion) [10][11]. ETF Trading Activity - The A500 ETF from Huatai-PB led in trading volume with 150.20 billion, while the Sci-Tech 100 Index ETF saw a remarkable 154% increase in trading volume compared to the previous trading day [13][14]. Market Dynamics - The article notes increased institutional activity, particularly in commercial aerospace stocks, with significant purchases in Aerospace Electric and other related companies [16][17]. - Retail investors also showed high activity, particularly in stocks like Jin Feng Technology, which saw a surge in trading volume and price [19].

【导读】MINIMAX暗盘大涨26%！ 1月8日，港股三大指数齐跌。截至收盘，恒生指数跌1.17%，恒生科技指数跌1.05%，恒生国企指数跌1.09%。全日大市成交额为2683亿港元，南向资金净 卖出49.01亿港元。 | 序号 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | HSI | 恒生指数 | 26149.31c | -309.64 | -1.17% | 2683亿 | 2.02% | | 2 | HSTECH | 恒生科技 | 5678.34c | -60.18 | -1.05% | 754亿 | 2.94% | | 3 | HSBIO | 恒生生物科技 | 15879.59c | -13.66 | -0.09% | 127亿 | 12.00% | | 4 | HSCEI | 恒生中国企业指数 | 9039.34c | -99.41 | -1.09% | 941亿 | 1.41% | | 5 | HSCI | 恒生综合指数 | 4004.72c | -43 ...

Group 1 - The core viewpoint of the news highlights the significant net inflow of funds into the defense and computer industries, each exceeding 1.1 billion yuan, amidst a mixed performance of A-share indices on January 8 [1] - The A-share market saw a total net outflow of 37.435 billion yuan, with 12 industries experiencing net inflows, including defense, computer, banking, building materials, and automotive sectors [1] - The electronic industry faced the largest net outflow, amounting to 14.155 billion yuan, followed by communication, non-ferrous metals, and power equipment sectors, each exceeding 3 billion yuan in outflows [1] Group 2 - Individual stocks showed that 61 had net inflows exceeding 200 million yuan, with 10 stocks receiving over 500 million yuan in net inflows [2] - Notable individual stock inflows included Aerospace Science and Technology, Hailanxin, Hand Information, and Qian Zhao Optoelectronics, with net inflows of 910 million yuan, 887 million yuan, 847 million yuan, and 730 million yuan respectively [3] - Hailanxin's stock reached a "20cm" limit up, focusing on marine electronic technology products and systems [3] Group 3 - Hand Information submitted an application for overseas listing (H-shares) to the Hong Kong Stock Exchange on December 29, 2025 [4] - A total of 90 stocks experienced net outflows exceeding 200 million yuan, with significant outflows from stocks like Zhongji Xuchuang, Luxshare Precision, and Aerospace Development, each exceeding 1 billion yuan [4] Group 4 - At the market close, the total net outflow was 658 million yuan, with the power equipment sector seeing a net inflow exceeding 1 billion yuan [5] - Individual stocks such as Goldwind Technology and Qian Zhao Optoelectronics had substantial net inflows exceeding 400 million yuan at the close [5] - Stocks like Zhongji Xuchuang, New Yisheng, and Huhua Electric experienced net outflows exceeding 200 million yuan at the close [6]

从板块来看，商业航天概念集体爆发，二十余只成分股涨停，鲁信创投10天8板，金风科技3连板。脑机接口概念延续强势，创新医疗、普利特、南京熊猫4 连板。可控核聚变概念表现活跃，中国一重、国机重装、中国核建2连板。AI应用概念走高，久其软件、宝信软件涨停。下跌方面，大金融、稀土永磁、有 色金属等板块跌幅居前。其中证券方向集体下挫，华林证券跌停。截至收盘，沪指跌0.07%，深成指跌0.51%，创业板指跌0.82%。 1月8日电，沪指窄幅震荡，创业板指盘中跌超1%。截止收盘，沪指跌0.07%，收报4082.98点；深证成指跌0.51%，收报13959.48点；创业板指跌0.82%，收 报3302.31点。沪深两市成交额2.8万亿，较上一个交易日缩量538亿，成交额连续4个交易日超2.5万亿。盘面上，市场热点快速轮动，全市场超3700只个股上 涨，其中112只个股涨停。 三、涨跌家数 今日全市场（不含ST股、退市股）共92股涨停，连板股总数26只，29股封板未遂，封板率为76%。焦点股方面，锋龙股份继续一字涨停晋级10连板。商业航 天概念神剑股份14天10板、鲁信创投10天8板、金风科技9天5板。 一、板块异动 四、涨停 ...

共45只个股出现了机构的身影。 当天机构净卖出前三的股票分别是金风科技、芯源微、强一股份，净流出金额分别是6.69亿元、6.33亿 元、3.15亿元。 | 17 序 | 1.08 | 机构资金参与个股一览 | | --- | --- | --- | | 证券间称 | 目涨跌幅 | 机构净买入(万元) | | 航天电器 | 10.01% | 27618.62 | | 臻镭科技 | 15.21% | 25901.31 | | 鹭燕医药 | 10.00% | 18660.13 | | 海兰信 | 20.00% | 13543.14 | | 乾脂光电 | 20.01% | 12617.20 | | 砂电股份 | 14.86% | 12367.07 | | 恒坤新材 | 3.13% | 12153.16 | | 紫燕食品 | 7.88% | 7454.63 | | 爰朋医疗 | 19.99% | 6608.88 | | 纳百川 | 5.08% | 6453.83 | | 航天南湖 | 20.00% | 6139.24 | | 顺灏股份 | 10.02% | 5011.72 | | 邵阳液压 | 20.01% | 444 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300129 | 泰胜风能 | 13.99 | 19.98% | 176.88万 | | 23.05亿 | | 002202 | 金风科技 | 29.04 | 10.00% | 608.13万 | | 167.60亿 | | 300690 | 双一科技 | 34.87 | 4.62% | 13.92万 | 1 | 4.77亿 | | 301232 | 飞沃科技 | 188.00 | 4.44% | 6.90万 | | 12.68亿 | | 300569 | 天能車工 | 6.11 | 4.27% | 50.21万 | | 3.05亿 | | 300904 | 威力传动 | 65.68 | 3.45% | 2.42万 | | 1.61亿 | | 300443 | 金雷股份 | 30.04 | 3.37% | 15.18万 | | 4.55亿 | | 002531 | 天顺风能 | 7.22 | 3.29% | 38.40万 | | 2 ...

| | 沪股通 ( | 1月8日 | ) | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 688256 | 惠武纪 | 34.09 | | 2 | 668109 | 紫等时,不 | 25.08 | | 3 | 688041 | 海米信息 | 24.43 | | 4 | 601138 | 工业富联 | 18.19 | | 5 | 601318 | 中国平安 | 17.48 | | 6 | 603986 | 兆易创新 | 15.34 | | 7 | 615009 | 贵州茅台 | 12.32 | | 8 | 600030 | 中信证券 | 11.55 | | 9 | 688012 | 中微公司 | 11.39 | | 10 | 601600 | 中国铝业 | 10.59 | | | 深胺通( | 1月8日 | ) | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 300750 | 宁德时代 | 42.31 | | 2 | 002475 | 立讯精密 | 32.36 | | 3 | 300308 | 中 ...

Market Overview - A total of 92 stocks hit the daily limit, with a limit-up rate of 76%, while the market saw a trading volume of 2.8 trillion yuan, a decrease of 53.8 billion yuan from the previous trading day [1] - The Shanghai Composite Index fell by 0.07%, the Shenzhen Component Index dropped by 0.51%, and the ChiNext Index decreased by 0.82% [1] Stock Performance - Fenglong Co. achieved a 10-day limit-up streak, while Zhizhi New Materials recorded a 20cm 4-day limit-up [1] - Other notable stocks include Meike Home, Kuaiyi Elevator, and Puli Te, each with a 4-day limit-up streak [1] - The market saw over 3,700 stocks rise, with significant gains in sectors like commercial aerospace, brain-computer interfaces, controllable nuclear fusion, and AI applications [1] Sector Analysis - The commercial aerospace sector is experiencing renewed interest, with the construction of China's first offshore reusable rocket recovery base, which will have an annual production capacity of 25 rockets [5] - The controllable nuclear fusion sector is gaining traction, with significant advancements reported, including a 120-second steady-state plasma operation achieved by the world's first high-temperature superconducting tokamak [6][7] - The brain-computer interface sector is also seeing growth, highlighted by a major financing round for Qiangnao Technology, which raised approximately 2 billion yuan, marking the second-largest financing in the global brain-computer interface field [7] Investment Opportunities - Stocks in the commercial aerospace sector, such as Lixin Investment and Jin Feng Technology, have shown strong performance, with multiple limit-up days [5][10] - The AI application sector is also gaining momentum, driven by government initiatives to integrate AI with manufacturing [19][20] - The semiconductor industry is expected to benefit from increased domestic production capacity and favorable policies, with companies like Huagong Information and Moer Line experiencing significant stock price increases [8][21] Future Outlook - The market is expected to remain volatile, influenced by the performance of large financial and commodity stocks [9] - The technology sector, particularly the Sci-Tech 50 Index, has shown resilience, with a cumulative increase of over 8% in the first four trading days of the year [9] - Continued focus on low-priced stocks and sectors with high growth potential, such as AI and commercial aerospace, is anticipated as investors seek opportunities [9]

龙虎榜方面，商业航天概念今日集体爆发，人气股金风科技尾盘涨停晋级3连板，获一家实力游资（中国银河证券大连黄河路）大幅净买入3.79亿。航天电 器获多路资金青睐，获深股通买入0.95亿，两家机构买入3.58亿，两家一线游资（华鑫证券上海宛平南路、中泰证券湖北分公司）分别买入2.59亿、0.73亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1484.13亿，深股通总成交金额为1763.44亿。 | | 沪股通 ( | 1月8日 ) | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 688256 | 寒武纪 | 34.09 | | 2 | 668109 | 三十四年薪 | 25.08 | | 3 | 688041 | 海光信息 | 24.43 | | 4 | 601138 | 工业富联 | 18.19 | | 5 | 601318 | 中国部安 | 17.48 | | 6 | 603986 | 兆易创新 | 15.34 | | 7 | 615009 | 贵州茅台 | 12.32 | | 8 | 600030 | 中信证券 | ...

1月8日，沪指跌0.07%，深成指跌0.51%，创业板指跌0.82%。全市场成交额2.82万亿元，超3700股上涨。军工装备、商业 航天、脑机接口、光伏设备、可控核聚变涨幅居前。 焦点股方面，锋龙股份继续一字涨停晋级10连板，神剑股份14天10板、鲁信创投10天8板、金风科技9天5板。谱尼测试、 塞力医疗（维权）等4天3板，钧达股份、上海九百3天2板，东方明珠、彤程新材等2连板。 | 代码 | 名称 | 价格 | 涨跌 | 涨幅量 | 换手% 几天几板I2 ... | 成交额 | 成交量 涨停分析 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300141 | 和顺电气 | 17.50 | +2.92 | +20.03% | 24.43% 自板涨停 | 9.547. | 62.23万 | 电网设备+商业 | | 301515 | 港通医疗 | 25.48 | +4.25 | +20.02% | 18.80% 首板涨停 | 2.91 亿 | 12.33万 | 脑机接口+医用 | | 301079 | 部沿液压 | 49.60 | +8 ...