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 ...

Group 1 - The defense and military industry saw a net inflow of over 18.9 billion yuan, while the computer sector had over 16.9 billion yuan, and machinery equipment received over 10.8 billion yuan in net inflows [2] - Non-bank financials experienced a net outflow of over 6.7 billion yuan, with the metals sector seeing a net outflow of over 5.4 billion yuan [2] - The military industry is expected to stabilize and improve, with a focus on high-end loyal drones and low-cost unmanned aerial vehicles as key development directions [7] Group 2 - The A-share market showed slight fluctuations, with major indices like the Shanghai Composite Index and Shenzhen Component Index experiencing minor declines, while technology growth stocks performed relatively well [4] - The new energy sector, particularly wind power equipment, showed strong performance, with significant increases in stock prices for companies like Goldwind Technology [7] - The global energy transition and the explosion of AI computing power are creating unprecedented opportunities for the new energy sector, with predictions of significant growth in wind power installations in various regions [9]

近半年该股累计上榜龙虎榜7次，上榜次日股价平均涨3.14%，上榜后5日平均涨10.16%。 金风科技今日涨停，全天换手率18.14%，成交额167.60亿元，振幅13.75%。龙虎榜数据显示，机构净卖 出6.69亿元，深股通净卖出3.22亿元，营业部席位合计净买入6.08亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达9.83%上榜，机构专用席位净卖出6.69亿元，深股通 净卖出3.22亿元。 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38.41亿元，其中，买入成交额为17.29亿 元，卖出成交额为21.12亿元，合计净卖出3.83亿元。 具体来看，今日上榜的营业部中，共有4家机构专用席位现身，即买四、卖二、卖四、卖五，合计买入 金额3.62亿元，卖出金额10.31亿元，合计净卖出6.69亿元，深股通为第二大买入营业部及第一大卖出营 业部，买入金额为4.07亿元，卖出金额为7.28亿元，合计净卖出3.22亿元。 | 卖三 | 国泰海通证券股份有限公司上海长宁区江苏路证券营业 | | | | --- | --- | --- | --- | | | 部 | | | | 卖四 | 机构专用 | 9 ...

Market Overview - A-shares showed mixed performance on the 8th, with the Shanghai Composite Index experiencing narrow fluctuations, while the ChiNext Index declined, and the Sci-Tech 50 Index surged [2] - The Shanghai Composite Index closed down 0.07% at 4082.98 points, the Shenzhen Component Index fell 0.51%, and the ChiNext Index dropped 0.82%, whereas the Sci-Tech 50 Index rose 0.82% [2] - Total trading volume in the Shanghai, Shenzhen, and Hong Kong markets was approximately 2.83 trillion yuan, a decrease of about 550 billion yuan from the previous day [2] Commercial Aerospace Sector - The commercial aerospace concept saw a significant surge, with over 3700 stocks in the A-share market closing in the green and more than 110 stocks hitting the daily limit [4] - Notable stocks included Qian Zhao Guang Dian and Pu Ni Test, which quickly reached the daily limit, and Jin Feng Technology achieved three consecutive limit-ups [4] - The sector's growth was attributed to the opening of a large-scale liquid rocket assembly and recovery reuse base project in Hangzhou, marking a significant milestone in China's commercial aerospace industry [6] Controlled Nuclear Fusion Sector - The controlled nuclear fusion concept was notably active, with stocks like Ha Han Hua Tong and Tian Li Composite seeing significant gains, with some stocks hitting the daily limit [8] - Recent breakthroughs in controlled nuclear fusion technology were reported, including the confirmation of the existence of a density-free zone in the Tokamak, which is crucial for high-density operation [10] - The upcoming 2026 Nuclear Fusion Energy Technology and Industry Conference aims to promote collaboration and innovation within the nuclear fusion industry [10] Industrial Software Sector - The industrial software concept experienced a strong rally, with stocks like Han De Information and Bao Xin Software reaching their daily limits [12] - The Ministry of Industry and Information Technology, along with other departments, issued a directive to enhance the development of artificial intelligence in manufacturing, which is expected to boost the industrial software sector [14][15] - The government's focus on industrial software development is anticipated to lead to rapid growth in the sector, with significant investment opportunities emerging [15]

Market Overview - A-shares exhibited mixed performance on the 8th, with the Shanghai Composite Index experiencing narrow fluctuations, while the ChiNext Index declined, and the Sci-Tech 50 Index surged [1] - The Shanghai Composite Index closed down 0.07% at 4082.98 points, the Shenzhen Component Index fell 0.51%, the ChiNext Index dropped 0.82%, and the Sci-Tech 50 Index rose 0.82% [1] - Total trading volume in the Shanghai and Shenzhen markets was approximately 2.83 trillion yuan, a decrease of about 55 billion yuan from the previous day [1] Commercial Aerospace Sector - The commercial aerospace concept saw a significant surge, with over 20 stocks hitting the daily limit, including Qian Zhao Guang Dian and Pu Ni Ce Shi, which both reached the limit [3] - Notable performers included Jin Feng Ke Ji, which achieved a three-day limit increase, and Zhen Lei Ke Ji, which rose over 15% to reach a historical high [3] Controlled Nuclear Fusion Sector - The controlled nuclear fusion concept showed strong performance, with Ha Han Hua Tong rising over 12% and several other stocks, including China Nuclear Engineering and Aerospace Morning Light, hitting the daily limit [6] - Recent breakthroughs in controlled nuclear fusion technology were reported, with the EAST device confirming the existence of a density-free zone, providing important physical evidence for high-density operation [6][8] Industrial Software Sector - The industrial software concept gained traction, with Han De Information rising over 13% and Baoxin Software hitting the daily limit [9] - The Ministry of Industry and Information Technology, along with other departments, issued a directive to strengthen the development of industrial software, indicating a supportive policy environment for the sector [11]