【导读】A股市场震荡，有色金属、基础化工领涨；多只前期高位股跌停，现货白银盘中跳水 大家好！来一起关注最新的市场行情和资讯～ 1月15日，A股主要指数开盘集体飘绿，盘中短暂翻红后再度回调。截至发稿，上证指数跌0.27%，深证成指跌 0.02%，创业板指跌0.59%。 盘面上，有色金属、基础化工、电力设备、建筑材料等板块走强，卫星导航、商业航天、军工信息化、6G等前 期热门方向集体回调，多只前期高位股跳水跌停。 来看详情—— 有色金属板块走强 基础化工盘中拉升 向日葵20cm跌停 1月15日上午，有色金属板块高开高走，小金属赛道火热。四川黄金涨停，湖南白银涨超8%，华锡有色、华友钴 业等跟涨。 | 序号 代码 | | 名称 | 现价 | 涨跌 | 涨跌幅 - | | --- | --- | --- | --- | --- | --- | | 1 | 001337 | 四川黄金 | 34.64 | 3.15 | 10.00% | | വ | 002716 | 湖南日银 | 10.73 | 0.81 | 8.17% | | 3 | 600301 | 华锡有色 | 53.20 | 3.69 | 7.45% | | 4 ...

【导读】 A 股市场震荡，有色金属、基础化工领涨；多只前期高位股跌停，现货白银盘中跳 水 中国基金报记者 晨曦 大家好！来一起关注最新的市场行情和资讯～ 1 月 15 日， A 股主要指数开盘集体飘绿，盘中短暂翻红后再度回调。截至发稿，上证指数 跌 0.27% ，深证成指跌 0.02% ，创业板指跌 0.59% 。 | 最高：4133.07 | 今开:4106.22 | 成交量：2.75亿手 | 换手:0.60% | | --- | --- | --- | --- | | 最低：4104.42 | 昨收:4126.09 | 成交额：4760.61亿 | 量比: 1.90 | | 52周最高: 4190.87 | 上涨：749 | 振幅:0.69% | 平盘:93 | | 52周最低: 3040.69 | 下跌:900 | 总市值: 67.25万亿 | | | 分时 | 五日 日K 周K 月K 季K 年K 120分 60分 30分 15分 5分 1分 | | | 区间统计 | 全屏显示 | | --- | --- | --- | --- | --- | --- | | 最新:4116.08 -10.01 -0. ...

Group 1 - General aviation concept stocks weakened, with Zhongke Xingtou falling over 11%, Aerospace Electronics and Haige Communication hitting the daily limit down, and China Satellite Communications dropping over 5% [1] - The general aviation-related ETFs declined by more than 3% due to market influences [1] Group 2 - Specific ETF performance includes: - N General Aviation ETF Penghua at 1.013, down 0.061 (-5.68%) - General Aviation ETF Fund at 1.446, down 0.048 (-3.21%) - General Aviation ETF at 1.305, down 0.050 (-3.69%) - General Aviation ETF Southern at 1.354, down 0.048 (-3.42%) [2] Group 3 - Brokerages indicate that the low-altitude economy is a strategic emerging industry included in the government work report, and is an important component of China's transportation network planning, with numerous supportive policies from various government levels [2] - The market space for the low-altitude economy is accelerating, with projections indicating that by 2035, China's drone low-altitude market could exceed 3.1 trillion yuan, and the manned eVTOL market could exceed 500 billion yuan [2]

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index slightly up by 0.04%, while the Shenzhen Component and ChiNext Index rose by 0.4% and 0.45% respectively [1] - The total trading volume in both markets reached 0.65 trillion yuan, a decrease of approximately 28.46 billion yuan compared to the previous trading day [1] - Net outflow of main funds amounted to 17.131 billion yuan, with inflows seen in battery and energy metal sectors, while internet services and software development sectors experienced the most outflows [1] Hot Stocks - The top ten popular stocks included Huasheng Tiancai, Liou Co., Yanshan Technology, Haige Communication, Shanzi Gaoke, Meinian Health, BlueFocus, Shenggu Group, Sanwei Communication, and Goldwind Technology [1][2] Key Factors Influencing Stock Prices - Huasheng Tiancai gained attention due to its comprehensive "AI + computing power" strategy, establishing deep partnerships with leading tech companies like Huawei and Alibaba, and achieving commercialization in various industries [3] - Liou Co. remains in focus for its alignment with AI trends, particularly in ChatGPT and multi-modal AI, with its subsidiary Liou Digital enhancing AI capabilities in marketing [3] - Yanshan Technology attracted market interest for its involvement in cutting-edge tech fields such as AI PCs and brain-computer interfaces, with strategic adjustments towards AI and hard technology [3] - Haige Communication's spotlight stems from its engagement in satellite communication and low-orbit satellite internet, despite announcing expected annual net losses [4] - Shanzi Gaoke's market attention is driven by its participation in the restructuring of Nezha Automobile and its alignment with the booming electric vehicle sector [4] - Meinian Health's focus on AI in health management and the release of pent-up demand for health check-ups post-pandemic contributed to its strong performance [4] - BlueFocus is highlighted for its advancements in AI marketing and the positive impact of government policies supporting AI applications [5][6] - Shenggu Group's relevance is linked to its strategic positioning in digital marketing and AI technology, enhancing its appeal in the market [6]

Core Viewpoint - The commercial aerospace sector experienced a collective adjustment, with several stocks, including Yinhe Electronics and Haige Communications, hitting the daily limit down [1] Group 1: Stock Performance - Yinhe Electronics, Haige Communications, Tongyu Communication, Luxin Venture Capital, Juyi Sockets, and Oriental Communication all reached the daily limit down [1] - Guangha Communication, Xinghuan Technology, and Zhongke Xingtou saw declines exceeding 10% [1] - Jin Feng Technology and Aerospace Electronics approached the daily limit down [1]

Market Overview - On January 15, A-shares opened lower, with the ChiNext index turning positive after a near 1% drop, while the Shenzhen Component index turned red. By the time of reporting, the Shanghai Composite index was down 0.2%, the Shenzhen Component index was up 0.21%, and the ChiNext index was up 0.23% [1] Sector Performance - The tourism sector rebounded collectively, with Zhongxin Tourism achieving a second consecutive limit-up. Other stocks such as Junting Hotel, Shaanxi Tourism, China Youth Travel, Jinjiang Hotel, and ShouLai Hotel also saw gains [2] - The photovoltaic sector opened low but recovered, with Tuori New Energy also achieving a second consecutive limit-up [1] Focus Stocks - Sunflower faced a significant drop, hitting a 20% limit down due to negative impacts from a terminated restructuring, with a sealed order amounting to approximately 250 million yuan [1] Institutional Insights - CITIC Securities indicated that despite recent regulatory measures to cool the market and prevent overheating risks, the overall trading activity in the equity market remains at historically high levels. Key indicators such as average daily trading volume and margin financing balances are above long-term averages, suggesting that securities firms are likely to continue benefiting [4] - CITIC Jiantou noted that the global interest rate cut cycle is entering its second half in 2026, with macro liquidity characterized by "internal and external easing resonance." The depreciation of the dollar and appreciation of the yuan are expected to support A-share strength [5] - Huatai Securities reported that the innovative drug sector is experiencing a liquidity recovery, with significant growth in BD transactions compared to the same period last year, indicating a potential bullish trend in the innovative drug market [6] -招商证券 suggested that the chemical industry may see marginal improvements in profitability as outdated production capacity is expected to be eliminated, following a period of price declines in chemical products [7]

Group 1 - Over 40 A-share companies disclosed their 2025 performance forecasts or reports on January 14, including popular stocks like Jiamei Packaging and Haige Communication [2] - Jin Haitong is expected to have the highest growth among the disclosed companies, forecasting a net profit of 160 million to 210 million yuan, representing a year-on-year increase of 103.87% to 167.58% [3] - Yonghe Co. anticipates a net profit of 530 million to 630 million yuan for 2025, with a year-on-year growth of 110.87% to 150.66% [3] Group 2 - Shengnong Development expects a net profit of 1.37 billion to 1.43 billion yuan for 2025, reflecting a year-on-year increase of 89.16% to 97.44% [4] - Companies like Siwei Tuxin and Jinyu Jidong forecast net profit growth exceeding 100% for 2025, while CITIC Securities expects over 30% growth [5] Group 3 - Jiamei Packaging forecasts a net profit of 85.4371 million to 104 million yuan for 2025, a decline of 43.02% to 53.38% year-on-year, attributed to a "small year" in the beverage industry [6] - Despite the profit decline, Jiamei Packaging's stock price has surged, with a cumulative increase of 323.46% since its resumption of trading on December 17, 2025 [6] - Haige Communication anticipates a negative net profit for 2025 due to industry client adjustments and increased investment in innovative businesses [7]

Group 1: Earnings Forecasts - Over 40 A-share companies disclosed their earnings forecasts or reports for 2025 on January 14, including popular stocks like Jiamei Packaging and Haige Communication [1] - Jin Haitong is expected to have the highest growth, forecasting a net profit of 160 million to 210 million yuan, representing a year-on-year increase of 103.87% to 167.58% [3] - Yonghe Co. anticipates a net profit of 530 million to 630 million yuan, with a year-on-year growth of 110.87% to 150.66% [3] - Shengnong Development expects a net profit of 1.37 billion to 1.43 billion yuan, reflecting a year-on-year increase of 89.16% to 97.44% [4] Group 2: Companies with Declining Earnings - Jiamei Packaging forecasts a net profit of 85.437 million to 104 million yuan for 2025, a decline of 43.02% to 53.38% year-on-year [6] - The decline in Jiamei Packaging's earnings is attributed to the beverage industry's "small year" in 2025, with fewer days in the Spring Festival peak season and lower-than-expected demand for beverage gift consumption [6] - Haige Communication is expected to report a net loss for 2025 due to industry client adjustments and increased investment in innovative businesses [8]

关于2025年年度业绩预告的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 经广州海格通信集团股份有限公司（以下简称"公司"）财务部门初步测算，受行业客户调整及周期性波 动影响，以及创新业务的持续加大投入等原因影响，预计2025年年度公司归属于上市公司股东的净利润 为负值，公司2025年年度经营业绩将出现亏损。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002465 证券简称：海格通信 公告编号：2026-007号 广州海格通信集团股份有限公司 特此公告。 广州海格通信集团股份有限公司 董 事 会 2026年1月15日 公司将严格遵循《深圳证券交易所股票上市规则》等相关规定，加快推进财务核算工作，尽快披露2025 年年度业绩预告。最终财务数据请以公司正式披露的2025年年度报告为准。 公司指定的信息披露媒体为《中国证券报》《证券时报》《证券日报》《上海证券报》和巨潮资讯网 （www.cninfo.com.cn），有关公司信息均以在上述媒体刊登的信息为准。敬请广大投资者理性投资， 注意投资风险。 ...

Group 1: Earnings Forecasts - Over 40 A-share companies disclosed their earnings forecasts or reports for 2025 on January 14, including popular stocks like Jiamei Packaging and Haige Communication [1] - Jinhaitong is expected to achieve a net profit of 160 million to 210 million yuan in 2025, representing a year-on-year increase of 103.87% to 167.58% [1] - Yonghe Co. anticipates a net profit of 530 million to 630 million yuan, with a year-on-year growth of 110.87% to 150.66% [2] Group 2: Industry Trends - The refrigerant industry is expected to maintain a high level of prosperity in 2025, with smooth production and sales connections, leading to increased revenue and gross margin [2] - The semiconductor packaging and testing equipment sector is experiencing sustained demand growth, contributing to Jinhaitong's performance [1] Group 3: Performance Declines - Jiamei Packaging forecasts a net profit of 85.437 million to 104 million yuan for 2025, a decline of 43.02% to 53.38% year-on-year, attributed to a "small year" in the beverage industry [3] - Haige Communication expects to report a net loss for 2025 due to industry client adjustments and increased investment in innovative businesses [6]