1月9日，合肥城建涨5.34%，截至发稿，报14.00元/股，成交8.37亿元，换手率7.91%，总市值112.46亿 元。合肥城建股价已经连续6天上涨，区间累计涨幅20.93%。 资料显示，合肥城建发展股份有限公司位于安徽省合肥市蜀山区潜山路100号琥珀五环国际A座9-14 层，成立日期1999年9月7日，上市日期2008年1月28日，公司主营业务涉及房地产开发、经营、销售、 出租及物业管理,经营业态涵盖住宅地产以及工业地产。主营业务收入构成为：房地产销售及租赁 99.87%，其他(补充)0.13%。 从合肥城建十大流通股东角度 截至发稿，罗文杰累计任职时间12年266天，现任基金资产总规模1702.51亿元，任职期间最佳基金回报 156.65%， 任职期间最差基金回报-47.6%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，南方基金旗下1只基金位居合肥城建十大流通股东。南方中证房地产ETF发起联接A （004642）三季度减持3.7 ...

证券时报·数据宝统计，截至1月5日收盘，沪指报收4023.42点，涨跌幅1.38%；深成指报收13828.63点， 涨跌幅2.24%；创业板指报收3294.55点，涨跌幅2.85%。从平均每笔成交数据来看，有2944只个股平均 每笔成交量环比增加，其中，120只个股平均每笔成交量增幅超50%；1627只个股每笔成交量环比下 降。其中美好医疗、升达林业、光华股份等个股环比增幅较大。从单只个股成交笔数来看，天创时尚、 *ST宇顺、合肥城建等三只个股环比增幅居前，说明这些个股近期表现活跃。结合每笔成交量和成交笔 数来看，有49只个股每笔成交量和成交笔数环比增幅均超50%，详情如下表所示。 1月5日每笔成交环比增幅居前个股 1月5日成交笔数环比增幅居前个股 | 证券代码 | 证券简称 | 日涨跌(%) | 笔数 | 环比(%) | | --- | --- | --- | --- | --- | | 603608 | 天创时尚 | 1.65 | 53725 | 1815.33 | | 002289 | *ST宇顺 | -4.97 | 5787 | 1653.64 | | 002208 | 合肥城建 | 4.36 | 1 ...

1月5日公开信息显示，深股通席位共现身20只个股龙虎榜。 1月5日深股通专用席位上榜龙虎榜个股 | 代码 | 简称 | 深股通专用席位净买入（万元） | 当日涨跌幅（%） | 当日换手率（%） | | --- | --- | --- | --- | --- | | 300058 | 蓝色光标 | 15580.11 | 19.97 | 39.79 | | 002131 | 利欧股份 | 13485.41 | 9.93 | 31.32 | | 300409 | 道氏技术 | 9876.10 | 20.01 | 20.17 | | 002565 | 顺灏股份 | 7848.71 | -3.38 | 36.39 | | 300589 | 江龙船艇 | 6301.06 | 14.07 | 42.17 | | 002163 | 海南发展 | 6287.05 | -9.98 | 11.55 | | 002151 | 北斗星通 | 5803.91 | 9.99 | 26.81 | | 301292 | 海科新源 | 4620.42 | 6.35 | 37.49 | | 002177 | 御银股份 | 3334.12 | -8 ...

近半年该股累计上榜龙虎榜9次，上榜次日股价平均涨2.59%，上榜后5日平均涨10.35%。 合肥城建今日上涨4.36%，全天换手率21.35%，成交额21.15亿元，振幅18.26%。龙虎榜数据显示，机构 净卖出4524.52万元，深股通净卖出147.62万元，营业部席位合计净卖出2094.74万元。 深交所公开信息显示，当日该股因日振幅值达18.26%上榜，机构专用席位净卖出4524.52万元，深股通 净卖出147.62万元。 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4.19亿元，其中，买入成交额为1.76亿 元，卖出成交额为2.43亿元，合计净卖出6766.88万元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即卖三、卖五，合计买入金额1912.74万 元，卖出金额6437.25万元，合计净卖出4524.52万元，深股通为第一大买入营业部及第一大卖出营业 部，买入金额为7755.01万元，卖出金额为7902.63万元，合计净卖出147.62万元。 卖五 机构专用 697.57 2879.17 （文章来源：证券时报网） 资金流向方面，今日该股主力资金净流出2.11亿元，其中，特 ...

Market Overview - The Shanghai Composite Index rose by 0.09% on December 31, with 15 industries experiencing gains, led by defense and military industry at 2.13% and media at 1.54% [1] - The real estate sector ranked third in terms of daily gains, increasing by 1.13% [2] - The communication and agriculture sectors saw the largest declines, with drops of 1.35% and 1.10% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 32.27 billion yuan, with 22 industries experiencing net outflows [1] - The defense and military industry had the highest net inflow of 6.06 billion yuan, followed by the media industry with 4.44 billion yuan [1] - The electronics sector faced the largest net outflow, totaling 11.20 billion yuan, followed by the power equipment sector with 7.25 billion yuan [1] Real Estate Sector Performance - The real estate sector had a net capital inflow of 200 million yuan, with 73 out of 100 stocks in the sector rising [2] - Notable gainers included Zhangjiang Hi-Tech with a net inflow of 394 million yuan, and Chengjian Development and Hefei Urban Construction with inflows of 231 million yuan and 159 million yuan respectively [2] - The sector also had 17 stocks declining, with the largest outflows from Shoukai Co. at 449 million yuan, Hualian Holdings at 149 million yuan, and Wantong Development at 97 million yuan [3] Top Gainers in Real Estate - Zhangjiang Hi-Tech: +6.63%, 66.9% turnover, 393.85 million yuan inflow [2] - Chengjian Development: +9.98%, 66.5% turnover, 231.06 million yuan inflow [2] - Hefei Urban Construction: +10.04%, 31.1% turnover, 159.26 million yuan inflow [2] Top Losers in Real Estate - Shoukai Co.: -4.06%, 137.1% turnover, -448.58 million yuan outflow [3] - Hualian Holdings: -2.08%, 96.2% turnover, -148.67 million yuan outflow [3] - Wantong Development: -4.58%, 47.5% turnover, -96.75 million yuan outflow [3]

证券之星消息，12月31日房地产开发板块较上一交易日上涨1.18%，合肥城建领涨。当日上证指数报收 于3968.84，上涨0.09%。深证成指报收于13525.02，下跌0.58%。房地产开发板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | | 600895 张江高科 | 3.90 Z | 8.74% | -2.30 Z | -5.15% | -1.60 Z | -3.59% | | 600266 城建发展 | 2.06亿 | 30.49% | -8935.77万 | -13.25% | -1.16 Z | -17.24% | | 002208 合肥城建 | 1.18亿 | 38.27% | -4962.65万 | -16.07% | -6858.39万 | -22.20% | | 000809 和展能源 | 5495.53万 | 22.78% | -2000.95万 | -8.30% | -3494.59万 | ...

Group 1 - The A-share real estate sector is experiencing a significant upward trend, with leading companies driving market attention and creating a collaborative growth pattern among various players [1] - Key companies such as Chengjian Development and Hefei Urban Construction have shown strong performance, contributing to the overall market momentum [1] - The trading volume in the sector has notably increased, indicating a clear influx of capital and reflecting market confidence in the resolution of real estate risks and the release of policy benefits [1] Group 2 - In 2025, 21 distressed real estate companies have completed or received approval for debt restructuring, with a total debt reduction scale of 1.2 trillion yuan [2] - Notable cases include Sunac China, which successfully restructured approximately 96 billion USD in offshore debt, and Country Garden's 177 billion USD debt restructuring plan approved by the court [2] - The national housing and urban-rural construction work conference confirmed that the task of ensuring housing delivery has been fully completed, restoring buyer confidence [2] Group 3 - The financing environment for the real estate industry is improving, with bond financing totaling 62.04 billion yuan in November 2025, a year-on-year increase of 28.5% [3] - The total bond financing for the first 11 months of 2025 reached 550.28 billion yuan, reflecting a 10.5% year-on-year growth [3] - Leading real estate companies are gradually breaking through in overseas bond issuance, maintaining low financing costs [3] Group 4 - High-quality real estate development is expected to benefit directly from policy optimization, improved financing, and debt reduction efforts, particularly for companies in high-tier cities [4] - Real estate services are poised to gain from the recovery of industry confidence and the increasing share of second-hand housing transactions [4] - Urban renewal is accelerating, driving demand growth in related industries, with significant increases in special bonds for urban village renovations [4]

Market Overview - On the last trading day of 2025, A-shares experienced fluctuations with the three major indices declining slightly, while individual stocks showed active performance [1] - The Shanghai Composite Index fell by 0.07%, the Shenzhen Component Index decreased by 0.67%, and the ChiNext Index dropped by 1.1% [1] Key Stock Performances - Major players in the non-ferrous metals sector, Zijin Mining and Luoyang Molybdenum, both reached historical highs [1] - Nengdongguang surged by 919.31%, with intraday gains exceeding 1000% [1] - Leading humanoid robot stock, Sanhua Intelligent Control, rose by 3.75%, also hitting a historical high [1] - Hefei Urban Construction, a stock related to Changxin Technology, hit the daily limit [2] Changxin Technology IPO - Changxin Technology has submitted an IPO application to the Sci-Tech Innovation Board, aiming to raise 29.5 billion yuan for various technology upgrade projects, with a total investment of 34.5 billion yuan [2] - Following this news, stocks related to Changxin Technology, such as Hefei Urban Construction and Shifeng Cement, saw significant price increases [2] Storage Chip Market Dynamics - Recent months have seen reports of rising prices in the storage chip market, with DRAM and NAND Flash prices increasing by over 300% since September [4] - TrendForce's report indicates that DDR4, DDR5, and module prices continue to rise, driven by inventory releases from traders for year-end accounting [4] - Demand for high-bandwidth memory (HBM) and large-capacity storage is increasing, while supply constraints are pushing the market into a price upcycle [5] AI Application Sector - The AI application sector saw a broad increase, with significant gains in AI-related stocks such as AI corpus, Zhiyu AI, and Sora concepts [6] - Major catalysts for the rise in AI applications include Meta's acquisition of Manus and the Hong Kong IPO of Beijing Zhiyu Huazhang Technology [8] - Tencent's release of an open-source translation model supporting 33 languages has also contributed to the sector's strength [8] Future Outlook - The global AI model iteration is accelerating, with expectations for continued high growth in AI model usage and computational demand through 2026 [9] - Investment opportunities are suggested in AI computing power, domestic AI hardware, and AI applications, particularly as potential breakout applications emerge [9]

Market Overview - On the last trading day of 2025, A-shares experienced fluctuations with the three major indices declining slightly, while individual stocks showed active performance [1] - The Shanghai Composite Index fell by 0.07%, the Shenzhen Component Index decreased by 0.67%, and the ChiNext Index dropped by 1.1% [1] Key Stock Performances - Major players in the non-ferrous metals sector, Zijin Mining and Luoyang Molybdenum, both reached historical highs [1] - Nanjing East Light surged by 919.31%, briefly exceeding a 1000% increase during trading [1] - Leading humanoid robot stock, Sanhua Intelligent Control, rose by 3.75%, also hitting a historical high [1] - Hefei Urban Construction, a stock related to Changxin Technology, hit the daily limit [2] Changxin Technology IPO - Changxin Technology has submitted an IPO application to the Sci-Tech Innovation Board, aiming to raise 29.5 billion yuan for various technology upgrade projects, with a total investment of 34.5 billion yuan [2] - Following this announcement, stocks related to Changxin Technology, such as Hefei Urban Construction and Shengfeng Cement, saw significant gains [2] Storage Chip Market Trends - Recent months have seen a surge in storage chip prices, with DRAM and NAND Flash prices increasing by over 300% since September [4] - TrendForce reported that DDR4, DDR5, and module prices continue to rise, indicating a bullish sentiment in the NAND Flash market [4] - Demand for high-bandwidth memory (HBM) and large-capacity storage is increasing, while supply constraints are pushing the market into a price upcycle [5] AI Application Sector - The AI application sector showed strong performance, with various AI-related stocks experiencing significant gains [6] - Major catalysts for the rise in AI applications include Tencent's release of an open-source translation model and ByteDance's updates on its AI models [7][8] - The global AI model iteration is accelerating, with expectations for continued high growth in AI model usage and computational demand through 2026 [8]

Market Overview - The Shanghai Composite Index is at 3969.95 points, above the five-day moving average, with a slight increase of 0.12% [1] - The total trading volume of A-shares today is 1,087.38 billion yuan [1] Stocks Performance - A total of 408 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Wanshili (301066) with a deviation rate of 13.07% and a daily increase of 19.99% [1] - Hefei Urban Construction (002208) with a deviation rate of 8.07% and a daily increase of 10.04% [1] - Lioo Co., Ltd. (002131) with a deviation rate of 7.63% and a daily increase of 9.94% [1] Additional Stocks with Deviation Rates - Other stocks with notable performance include: - Shangfeng Cement (000672) with a deviation rate of 7.55% and a daily increase of 9.99% [1] - Qianzhao Optoelectronics (300102) with a deviation rate of 7.41% and a daily increase of 12.26% [1] - Biyi Co., Ltd. (603215) with a deviation rate of 7.14% and a daily increase of 10.00% [1]