以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002429 | 兆驰股份 | 10.14 | 4.86% | 180.71万 | 18.14亿 | | 688609 | 九联科技 | 10.16 | 3.99% | 25.51万 | 2.57亿 | | 000801 | 四川九洲 | 16.79 | 3.07% | 31.75万 | 5.28亿 | | 600839 | 四川长虹 | 11.02 | 2.32% | 420.48万 | 45.55 Z | | 688696 | 极米科技 | 105.54 | 2.07% | 1.46万 | 1.54亿 | | 002848 | *ST高斯 | 12.14 | 2.02% | 5.99万 | 7225.58万 | | 600060 | 海信视像 | 24.75 | 1.98% | 13.25万 | 3.27亿 | | 000 ...

嘉实中证全指家用电器指数发起式A（018564）成立日期2023年6月1日，最新规模1494.4万。今年以来 收益4.56%，同类排名3037/5542；近一年收益17.85%，同类排名3504/4256；成立以来收益41.15%。 嘉实中证全指家用电器指数发起式A（018564）基金经理为刘珈吟。 截至发稿，刘珈吟累计任职时间9年307天，现任基金资产总规模2246.36亿元，任职期间最佳基金回报 150.47%， 任职期间最差基金回报-31.37%。 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 1月22日，兆驰股份涨5.09%，截至发稿，报9.70元/股，成交6.35亿元，换手率1.50%，总市值439.11亿 元。 资料显示，深圳市兆驰股份有限公司位于广东省深圳市龙岗区布澜路128号兆驰集团大厦B座，成立日 期2005年4月4日，上市日期2010年6月10日，公司主营业务涉及家庭视听类及电子类产品的研发、制 造、销售与服务。主营业务收入构成为 ...

Core Viewpoint - The company, Zhao Chi Co., has identified its optical communication business as a third growth curve, with significant advancements in product technology iteration [2] Group 1: Optical Communication Business - The company has achieved stable mass production of low-speed optical modules (200G and below), supported by mature production processes and cost control capabilities, laying a solid foundation for business development [2] - The company is focusing on high-speed optical modules (400G/800G) as a key breakthrough direction, which has successfully entered the sample testing phase with leading domestic customers, and is expected to achieve small batch shipments by the second quarter of 2026 [2] - The company is enhancing supply chain autonomy through vertical integration of "optical chips - optical devices - optical modules" and has initiated the construction of a PCB production line [2] Group 2: Market Expansion and Collaborations - The company has established partnerships with several mainstream domestic customers and is steadily expanding into overseas markets based on existing terminal cooperation [2] - The company's subsidiary, Fengxing Online, has shown strong performance in the AI digital entertainment sector and has formed a deep collaboration with Alibaba Cloud to build a full-link creative ecosystem [2] - The smart terminal business is undergoing a global upgrade strategy, focusing on local supply capabilities [2]

Group 1: Company Overview and Industry Position - The company’s subsidiary, Fengxing Online, is positioned as a digital entertainment creation and distribution platform, leveraging a leading distribution network with over 400,000 influencers on Douyin and Kuaishou, establishing a significant competitive advantage [1][2]. - Fengxing Online has created an end-to-end commercial closed loop, integrating the "creation-distribution-consumption" process, making it one of the few AI application entities capable of achieving commercialization in the market [2]. Group 2: Content Creation and Distribution - The platform has attracted 15,000 creators, achieving over 2,000 daily active users and accumulating more than 10,000 scripts, thus fostering a diverse content supply ecosystem [2]. - Key business areas include short-to-long and long-to-short adaptations, AI comics, and AI novels, with the first two leading the industry. Several works have achieved over 10 million exposures through the distribution network, becoming new growth engines [2]. Group 3: Technological Advancements - The Orange Star Dream Factory utilizes eight intelligent collaborative technologies, allowing for rapid content production, with single episodes of comics taking only minutes from conception to completion, significantly enhancing production efficiency [3]. - The system supports creators by managing IP, audio, and material resources, enabling them to focus on creativity rather than operational complexities [3]. Group 4: Strategic Partnerships - Fengxing Online has established a deep collaboration with Alibaba Cloud, focusing on co-research and ecosystem creation based on AI content creation technologies [4]. Group 5: Optical Communication Business Development - The optical communication business is identified as the third growth curve, focusing on vertical integration of the supply chain, technological upgrades, and global market expansion [5][6]. - The company is enhancing its supply chain control and cost competitiveness through vertical integration of optical chips, devices, and modules, with PCB production line investments initiated in late 2025 [5]. Group 6: Global Market Strategy - The company aims to establish partnerships with mainstream clients in the domestic market while expanding into international markets through product validation and long-term collaborations [6]. - The strategy includes leveraging existing relationships with international clients to enhance competitiveness in the global market [6]. Group 7: Smart Terminal Business Strategy - The smart terminal business is undergoing a global upgrade, focusing on localized supply capabilities to ensure delivery efficiency and adapt to changing trade environments [7][8]. - The company plans to replicate its domestic manufacturing experience and supply chain integration capabilities in overseas bases to improve efficiency and cost-effectiveness [8].

Group 1 - F5G concept declined by 1.55%, ranking among the top declines in the concept sector, with Cambridge Technology hitting the limit down [1] - Among the F5G concept stocks, 10 stocks saw price increases, with Hengtong Optic-Electric, Zhaochi Co., and CITIC Heavy Industries leading the gains at 5.66%, 2.29%, and 2.26% respectively [1] - The F5G concept experienced a net outflow of 4.762 billion yuan, with 28 stocks seeing net outflows, and 10 stocks exceeding 100 million yuan in net outflows [2] Group 2 - The top net outflow stock in the F5G concept was Zhongji Xuchuang, with a net outflow of 1.093 billion yuan, followed by Cambridge Technology, Fenghuo Communication, and Huagong Technology with net outflows of 811 million yuan, 674 million yuan, and 409 million yuan respectively [2] - The stocks with the highest net inflows included Hengtong Optic-Electric, Zhaochi Co., and CITIC Heavy Industries, with net inflows of 91.243 million yuan, 29.834 million yuan, and 12.625 million yuan respectively [3] - The F5G concept stocks with significant net outflows included Cambridge Technology (-10.00%), Zhongji Xuchuang (-1.86%), and Huagong Technology (-2.11%) [2][3]

Market Overview - The black home appliance sector increased by 0.44% on January 19, with *ST Gauss leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Stock Performance - *ST Gauss (002848) closed at 11.93, up 5.02% with a trading volume of 67,800 shares and a turnover of 78.41 million yuan [1] - Non-Chi (002429) closed at 9.40, up 2.29% with a trading volume of 1.8684 million shares and a turnover of 1.717 billion yuan [1] - Other notable stocks include Tongzhou Electronics (002052) at 12.93, up 0.94%, and Hisense Visual (600060) at 23.61, up 0.81% [1] Capital Flow - The black home appliance sector experienced a net outflow of 148 million yuan from main funds, while retail investors saw a net inflow of 140 million yuan [1] - The detailed capital flow indicates that Non-Chi had a main fund net inflow of 14.04 million yuan, while *ST Gauss had a net inflow of 8.06 million yuan [2] - Conversely, Sichuan Changhong (600839) faced a significant main fund net outflow of 121 million yuan [2]

Core Viewpoint - Zhaochi Co., Ltd. experienced a stock price increase of 5.17% on January 16, reaching 9.15 CNY per share, with a trading volume of 1.576 billion CNY and a turnover rate of 3.92%, resulting in a total market capitalization of 41.422 billion CNY [1] Group 1: Company Overview - Zhaochi Co., Ltd. is located at 128 B Building, Zhaochi Group, Bulan Road, Longgang District, Shenzhen, Guangdong Province, and was established on April 4, 2005, with its listing date on June 10, 2010 [1] - The company's main business involves the research, development, manufacturing, sales, and service of home audio-visual and electronic products [1] - The revenue composition of the company is as follows: multimedia audio-visual products and operation services account for 66.90%, while the LED industry chain constitutes 33.10% [1] Group 2: Fund Holdings - According to data, one fund under Jiashi Fund has a significant holding in Zhaochi Co., Ltd. The Jiashi CSI Home Appliance Index Initiated A Fund (018564) held 48,900 shares in the third quarter, representing 1.7% of the fund's net value, ranking as the tenth largest holding [2] - The Jiashi CSI Home Appliance Index Initiated A Fund was established on June 1, 2023, with a latest scale of 14.944 million CNY. Year-to-date, it has achieved a return of 2.24%, ranking 4569 out of 5531 in its category; over the past year, it has returned 17.42%, ranking 3550 out of 4215; and since inception, it has returned 38.02% [2] - The fund manager, Liu Jiayin, has a tenure of 9 years and 301 days, with the total asset scale of the fund currently at 225.744 billion CNY. The best fund return during Liu's tenure is 156.57%, while the worst is -31.37% [2]

Core Insights - As of January 15, a total of 169 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more [1] - The stock with the longest consecutive net inflow is Shenwan Hongyuan, which has seen net buying for 13 trading days [1] - Other notable stocks with significant consecutive net inflows include Shijia Guangzi, Lens Technology, Shangwei New Materials, Zhaochi Co., Deep Keda, Zhongchen Technology, Wukuang Capital, and Qianeng Hengxin [1]

资金面上看，今日拼多多概念板块获主力资金净流出14.25亿元，其中，31股获主力资金净流出，6股主 力资金净流出超亿元，净流出资金居首的是跨境通，今日主力资金净流出2.56亿元，净流出资金居前的 还有值得买、兆驰股份、中恒电气等，主力资金分别净流出2.43亿元、1.82亿元、1.29亿元。今日主力 资金净流入居前的概念股有引力传媒、东航物流、中邮科技等，主力资金分别净流入5106.80万元、 2080.20万元、1980.19万元。 截至1月15日收盘，拼多多概念下跌4.03%，位居概念板块跌幅榜前列，板块内，光云科技、值得买等 20%跌停，凯淳股份、壹网壹创、兆驰股份等跌幅居前，股价上涨的有7只，涨幅居前的有新华都、丽 人丽妆、东航物流等，分别上涨10.01%、4.83%、2.06%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 光刻胶 | 2.83 | 小红书概念 | -5.25 | | 中芯国际概念 | 2.59 | Sora概念(文生视频) | -4.03 | | 存储芯片 | 2.33 | 拼多 ...

Market Overview - The black home appliance sector experienced a decline of 1.85% on January 15, with Zhaochi Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Stock Performance - Sichuan Changhong (600839) saw a price increase of 5.00%, closing at 10.70, with a trading volume of 5.9554 million shares [1] - ST Gauss (002848) also increased by 5.00%, closing at 11.96, with a trading volume of 126,100 shares [1] - Other notable performers included Chenyi Intelligent (301578) with a slight increase of 0.81% and a closing price of 35.91 [1] - Conversely, stocks like Feichi Co., Ltd. (002429) experienced a significant decline of 9.75%, closing at 8.70, with a trading volume of 2.7528 million shares [1] Capital Flow - The black home appliance sector saw a net inflow of 310 million yuan from institutional investors, while retail investors experienced a net outflow of 129 million yuan [1] - The capital flow data indicates that Sichuan Changhong had a net inflow of 5.90 billion yuan from institutional investors, while retail investors had a net outflow of 2.56 billion yuan [2] - Zhaochi Co., Ltd. reported a net outflow of 1.89 billion yuan from institutional investors, with a retail net inflow of 717.1 million yuan [2]