今天A股跌得让人心慌，商业航天、黄金、农业，热点一个接一个熄火。 但在一片惨绿中，有一个板块却像打了兴奋剂，多只股票直线涨停。 它不是偶然 反弹，而是被三股强大的力量共同推上了风口。 | | 代码 | 名称 | | 涨幅%v 主力净流入 | 换手% | 而各TTM | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300215 | 电科院 | +19.95% | 1.94 亿 | 17.84 | | | 2 | | 300617 安靠智电 | +16.56% | 1325.01万 | 10.99 | 64.58 | | 3 | | 300427 红相股份 | +12.97% | 9784.48万 | 17.09 | i | | 4 | | 920299 灿能电力 | +11.89% | 1730.44万 | 17.71 | 86.98 | | 5 | 002358 | 森源电气 | +10.07% | 1.51 亿 | 8.66 | 68.85 | | 6 | 600550 保变用气 | | +10.04% | 3.62 亿 | 5.39 | 181.63 ...

中国经济周刊-经济网讯 截至收盘，上证综指报4015.75点，跌幅2.48%，成交额11635.33亿元；深 证成指报13824.35点，跌幅2.69%，成交额14212.32亿元；创业板指报3264.11点，跌幅2.46%，成交额 6768.91亿元。 编辑：何颖曦 盘面上，电网设备板块逆势活跃，通光线缆20%涨停，森源电气、保变电气、三变科技等涨停；酿 酒板块再度活跃，皇台酒业、金徽酒涨停。盘面上，金属、石油天然气、化工、煤炭、钢铁等资源周期 板块集体重挫，半导体板块同样大幅走弱。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 605196 | 夜通线 | 41.13 | -10.00% | 15.15万 | 6.33 亿 | | 002168 | *ST惠程 | 4.07 | -4.91% | 14.78万 | 6059.95万 | | 603829 | 溶凯股份 | 24.43 | -3.89% | 6.47万 | 1.63亿 | | 603312 | 西典新能 | 46.85 | -3.62% | ﻛ 2.52万 | 1.22亿 | | 920118 | 太湖远大 | 23.46 | -2.86% | 6892.86 | 1647.61万 | | 603606 | 东方电缆 | 53.87 | -2.80% | 13.67万 | 7.45亿 | | 688330 | 宏力达 | 44.54 | -2.75% | 8.38万 | 3.73亿 | | 002857 | 三辉电气 | 23.04 | -2.54% | 7.73万 | 1.78亿 | | 002121 | ...

消息面上，据央视财经报道，当前，全球AI算力建设进入爆发期，高功率、高稳定的供电成为算力集 群的"生命线"，电力设备变压器正升级为算力基础设施的核心。我国广东、江苏等地，大量变压器工厂 已经处于满产的状态，其中部分面向数据中心的业务订单都排到了2027年。 中信建投证券表示，单颗AI芯片和单个AI计算机柜功率的不断提升，促使AIDC电源向大功率、直流 化、高压化不断迭代。该机构认为，至2028年北美新增AI数据中心功率可达71GW。 （文章来源：21世纪经济报道） 2月2日，A股三大指数集体下行，电网设备板块逆市大涨。亿能电力涨超20%领涨，通光线缆20cm涨 停，双杰电气涨超15%，安靠智电、红相股份涨超10%，新特电气、森源电气、保变电气等多只概念股 涨停。 ...

2026.02.02 本文字数：885，阅读时长大约1分钟 作者 |一财阿驴 2月2日，A股三大指数震荡调整，截至收盘，沪指跌2.48%，深成指跌2.69%，创业板指跌2.46%。科创 综指跌3.95%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | n | 4015.75c | -102.20 | -2.48% | | 399001 | 深证成指 | Va | 13824.35c | -381.54 | -2.69% | | 399006 | 创业板指 | while | 3264.11c | -82.24 | -2.46% | | 000680 | 科创综指 | Vin | 1760.23c | -72.33 | -3.95% | 国内商品期市收盘普跌，沪银、铂、钯、沪铜等十余个品种跌停。具体来看，沪银、铂、钯、碳酸锂、 沪镍、沪锡、沪铜、沪铝、国际铜、不锈钢、SC原油、燃料油、铝合金封跌停，沪金跌超15%，沪锌 跌超6%，低硫燃料油、纯苯跌超5%，BR橡胶、苯乙烯、PTA ...

声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 02月02日消息，截止10:30，电网设备板块强势，双杰电气、森源电气、保变电气、三变科技、广电电 气、白云电器、大连电瓷、杭电股份、汉缆股份涨停，红相股份（维权）等个股涨幅居前。 责任编辑：小浪快报 ...

森源电气今日下跌3.20%，全天换手率33.88%，成交额24.45亿元，振幅13.09%。龙虎榜数据显示，机构 净买入1.42亿元，营业部席位合计净卖出3279.07万元。 具体来看，今日上榜的营业部中，共有5家机构专用席位现身，即买一、买二、买三、买四、买五、卖 二、卖三、卖四、卖五，合计买入金额2.35亿元，卖出金额9280.00万元，合计净买入1.42亿元。 资金流向方面，今日该股主力资金净流出1.58亿元，其中，特大单净流出9622.20万元，大单资金净流出 6191.04万元。近5日主力资金净流出7903.43万元。（数据宝） 深交所公开信息显示，当日该股因日换手率达33.88%上榜，机构专用席位净买入1.42亿元。 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3.70亿元，其中，买入成交额为2.40亿 元，卖出成交额为1.31亿元，合计净买入1.09亿元。 | 买/卖 | | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | --- | | 买一 | 机构专用 | | 5763.36 | 1743.08 | | 买二 ...

Market Overview - As of January 21, the Shanghai Composite Index closed at 4116.94 points, up by 3.29 points, with a growth rate of 0.08% [1] - The Shenzhen Component Index closed at 14255.13 points, increasing by 99.50 points, representing a growth rate of 0.70% [1] - The ChiNext Index closed at 3295.52 points, rising by 17.54 points, with a growth rate of 0.54% [1] High Turnover Stocks - A total of 80 A-shares had a turnover rate exceeding 20% on this day, with Aisheren reaching a turnover rate of over 50% [1] - The stock Aisheren had a closing price of 44.04 yuan, with a turnover rate of 78.23% and a significant increase of 175.59% [1] - Other notable stocks with high turnover rates include: - Nabai Chuan: Closing price 86.26 yuan, turnover rate 44.53%, increase of 9.87% [1] - Guangdian Electric: Closing price 6.09 yuan, turnover rate 44.40%, increase of 9.93% [1] - Jintaiyang: Closing price 39.13 yuan, turnover rate 44.16%, increase of 19.96% [1] Additional High Turnover Stocks - Other stocks with notable turnover rates include: - Blue Arrow Electronics: Closing price 36.75 yuan, turnover rate 43.18%, increase of 2.45% [1] - Sanbian Technology: Closing price 21.06 yuan, turnover rate 41.55%, decrease of 8.03% [1] - Hongbaoli: Closing price 9.59 yuan, turnover rate 39.79%, increase of 9.98% [1] - The stock with the highest turnover rate in the second list is Tai Li Technology, with a turnover rate of 28.52% and an increase of 6.32% [2] Summary of Notable Stocks - The stock with the highest turnover in the third list is Tian Di Online, with a turnover rate of 22.08% and an increase of 10.01% [3] - Other significant stocks include: - New Henghui: Closing price 85.76 yuan, turnover rate 22.04%, increase of 2.22% [3] - Jiangtian Chemical: Closing price 31.56 yuan, turnover rate 22.01%, increase of 4.12% [3]

格隆汇1月21日｜A股市场部分智能电网股继续走强，其中，汉缆股份、广电电气涨停，华自科技、金 现代涨超9%，东方铁塔涨超8%，杰创智能、森源电气、海联讯涨超5%，三晖电气、江钨装备、中国西 电、嘉泽新能涨超4%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 002498 | 汉缆股份 | 1 | 10.04 | 193亿 | 51.70 | | 601616 | 广电电气 | 1 | 9.93 | 51.99亿 | 57.77 | | 300490 | 华自科技 | | 9.81 | 58.45 乙 | 22.27 | | 300830 | 金现代 | 1 | 9.16 | 63.50亿 | 38.11 | | 002545 | 东方铁塔 | 1 | 8.30 | 321亿 | 40.05 | | 301248 | 杰创智能 | | 5.92 | 78.39亿 | 58.48 | | 002358 | 森源电气 | + | 5.12 | 76.33亿 | 51.48 | | 300277 | 海联 ...

Summary of Key Points from Conference Call Records Industry Overview - The chemical industry has experienced a "global price surge" in the past month, with major companies like BASF, Dow, and Huntsman implementing price increases across Europe, Asia, and the Middle East [1][1][1] - Significant price increases have been noted for certain chemical products, with propylene oxide prices rising by 7.9% week-over-week [2][2][2] Companies Mentioned - Companies involved in the chemical sector include: - Xinxiang Chemical Fiber - Cangzhou Dahua - Weiyuan Co. - Shandong Heda - Hongbaoli - Hongbai New Materials - Red Wall Co. - Zhongyida - Zanyu Technology - China National Chemical - Jiangtian Chemical - Meibang Technology [2][2][2] Core Insights and Arguments - The recent price increases in the chemical market are attributed to a combination of supply chain pressures and increased demand for chemical products globally [1][1][1] - The government has introduced new policies to support urban renewal and stimulate the economy, which may further impact the demand for chemical products [2][2][2] Additional Important Information - The National Energy Administration reported that national electricity load has reached a historical winter high, exceeding 1.4 billion kilowatts for the first time, indicating strong energy demand [2][2][2] - The investment in new power systems is expected to grow significantly, with a projected 40% increase in investment during the 14th Five-Year Plan period [2][2][2] - The chemical industry is likely to benefit from these macroeconomic trends, as increased urban development and energy demands will drive further consumption of chemical products [1][1][1]