| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002636 | 金安国纪 | 25.63 | 10.00% | 81.12万 | 20.51亿 | | 603920 | 世运电路 | 65.71 | 9.99% | 43.29万 | 27.81亿 | | 300903 | 科翔股份 | 26.22 | 8.39% | 60.25万 | 15.50亿 | | 688539 | 高华科技 | 49.89 | 4.77% | 10.34万 | 5.14亿 | | 300657 | 弘信电子 | 31.45 | 3.97% | 49.60万 | 15.67亿 | | 603175 | 超颖电子 | 73.68 | 3.14% | 6.63万 | 4.83亿 | | 600563 | 法拉电子 | 117.56 | 2.72% | 5.89万 | 6.88亿 | | 661Z00 | *ST东晶 | 10.20 | 2.41% | 3.20万 | 3233.08万 | | 920491 | 圆迪威 | ...

证券时报·数据宝统计，两融数据来看，该股最新（1月22日）两融余额为4.83亿元，其中，融资余额 4.83亿元，较前一个交易日减少2507.27万元，环比下降4.94%，近7日累计增加1.20亿元，环比增长 33.07%。 金安国纪再度涨停，7个交易日内录得4个涨停，累计涨幅为56.28%，累计换手率为47.02%。截至9:33， 该股今日成交量3245.77万股，成交金额8.11亿元，换手率4.48%。最新A股总市值达186.59亿元，A股流 通市值185.64亿元。 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2026.01.22 | 10.01 | 0.93 | 9273.89 | | 2026.01.21 | 3.22 | 7.99 | 2964.77 | | 2026.01.20 | 0.74 | 13.01 | -15708.33 | | 2026.01.19 | 9.99 | 4.23 | 19863.05 | | 2026.01.16 | 2.66 | 9.76 | 10302.92 | | 2026 ...

本报记者 张晓玉 具体来看，1月22日，覆铜板龙头企业金安国纪发布2025年业绩预告，预计归母净利润为2.8亿元至3.6亿元，同比增长 655%至871%。业绩增长的主要原因系覆铜板市场行情有所好转，公司覆铜板产销数量同比增长、销售价格有所回升，同时公 司进一步聚焦主业、优化产品结构，提高盈利水平。 高盛在1月20日发布的报告中预测，全球AI服务器PCB市场规模将在2026年同比增长113%，并在2027年继续同比增长 117%。 AI服务器的持续放量正在扩大整个潜在市场规模，供应商的产能扩张也随之跟进。高盛在研报中特别提出，PCB在AI服务 器中的应用占比正在提升，例如在机架级服务器中，PCB背板（Backplane）和中板（Midplane）正逐步取代传统的铜缆连接， 因其更易于组装，为行业带来了额外的增量空间。 "这不是简单的替换，而是系统架构级的升级。"胡麒牧表示，这意味着PCB不再只是"配角"，而是决定算力效率的关键载 体。 行业高景气度正在转化为企业实实在在的业绩增长。 据梳理，目前已披露业绩预告的PCB概念股中，金安国纪、胜宏科技、芯碁微装、广合科技、本川智能等公司预计去年归 母净利润实现同比增 ...

中京电子、金安国纪涨停，广合科技、四会富仕、温州宏丰、宏和科技、生益科技等涨幅居前。 (本文来自第一财经) ...

Market Overview - The market experienced a rebound with all three major indices rising, driven by strong performances in the commercial aerospace sector, oil and gas stocks, and PCB (Printed Circuit Board) sector [1] - Over 3,500 stocks in the Shanghai and Shenzhen markets saw gains, with a total trading volume of 2.72 trillion [1] Aerospace Sector - The aerospace sector saw significant gains, with multiple stocks such as Galaxy Electronics, Giant Lifting, and China First Heavy Industries hitting the daily limit [4][5] - Elon Musk is actively pushing for SpaceX's IPO, aiming for completion by July this year [4][5] - Analysts predict that SpaceX could dominate 99% of the global orbital payload capacity by 2026, reshaping the space economy [6] Oil Services Sector - The oil services sector surged, with stocks like Intercontinental Oil and Renji Holdings reaching their daily limits [7][8] - The International Energy Agency (IEA) raised its forecast for global oil demand growth in 2026 to 930,000 barrels per day, up from a previous estimate of 860,000 barrels per day [7] - The oil services industry is expected to benefit from increased capital expenditure, projected to reach $66.3 billion and $68.3 billion in 2025 and 2026, respectively, with growth rates of 10% and 3.2% [8] PCB Sector - The PCB sector experienced a strong rally, with stocks like Jin'an International and Honghe Technology hitting their daily limits [9][10] - Jin'an Guoji announced a projected net profit of 280 million to 360 million for 2025, representing a year-on-year increase of 655.53% to 871.40% [9] - Due to supply constraints and rising prices of raw materials, Japanese semiconductor material manufacturers are increasing prices of PCB materials by over 30% starting March 1 [9] Robotics Sector - The robotics sector showed active performance, with several stocks experiencing gains [11] Semiconductor Sector - The semiconductor sector faced declines, with stocks like Blue Arrow Electronics dropping nearly 10% [1][11]

证券之星消息，1月22日元件板块较上一交易日上涨3.79%，崇达技术领涨。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。元件板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002815 | 崇达技术 | 16.13 | 10.03% | 122.33万 | | 19.06亿 | | 002636 | 金安国纪 | 23.30 | 10.01% | 6.74万 | | 1.57 Z | | 002938 | 鹏鼎控股 | 59.95 | 10.00% | 55.19万 | 1 | 31.72亿 | | 001389 | 广合科技 | 105.06 | 10.00% | 1 30.64万 | | 31.48亿 | | 6158889 | 南亚新材 | 91.26 | 8.86% | 10.81万 | | 2669.6 | | 300852 | 四会富什 | 44.93 | 7.75% | 19.15万 | | ...

Group 1: Company Performance - Demingli (001309.SZ) expects a net profit attributable to shareholders of 650 million to 800 million yuan for 2025, representing a year-on-year growth of 85.42% to 128.21%. The net profit after deducting non-recurring gains and losses is projected to be 630 million to 780 million yuan, with a year-on-year increase of 108.13% to 157.68%. The fourth quarter net profit is estimated at 750 million yuan, showing over 11 times growth year-on-year. The rapid increase in storage prices since the fourth quarter is expected to continue driving high growth in the first half of the year [2] - Jin'an Guoji (002636) forecasts a net profit attributable to shareholders of 280 million to 360 million yuan for 2025, indicating a year-on-year increase of 655.53% to 871.40%. The net profit after excluding non-recurring items is expected to be 250 million to 320 million yuan, with a projected year-on-year growth of 4.5 times. The fourth quarter net profit is anticipated to be 135 million yuan, reflecting over 3.8 times growth year-on-year and nearly 1 time growth quarter-on-quarter. The price increase of ordinary copper-clad laminates is expected to cover the rise in upstream raw material costs, supporting continued growth in performance [3] Group 2: Industry Insights - In the advanced manufacturing sector, the domestic power battery installation volume is expected to redistribute in 2025. CATL leads with 333.57 GWh, capturing 43.42% market share, while BYD follows with 165.77 GWh and 21.58% market share. Both companies together hold 65% of the market, but their market shares have decreased by 1.67% and 3.17%, respectively. This shift reflects structural changes in the industry during rapid expansion, with second-tier manufacturers catching up in key performance indicators [6] - He Sheng New Materials anticipates a net profit of 152 million to 171 million yuan for 2025, representing a year-on-year increase of 55% to 75%. The growth is driven by the home appliance appearance composite materials business, with no plans for expansion but rather a focus on supply chain management and cost reduction. The company is also making strides in AI chip development, with significant commercial progress expected in 2026 [8]

Core Viewpoint - The PCB sector in A-shares is experiencing a strong upward trend driven by the explosive growth of AI applications, with significant performance improvements expected in the industry [1][3]. Group 1: Industry Performance - As of January 21, 2026, the PCB sector index has seen a cumulative increase of over 8% since the beginning of the year, with a daily rise of 3.77% on January 21 [1][4]. - The demand for high-end circuit boards, particularly HDI and high-layer boards, is being driven by the rapid penetration of AI servers and smart driving technologies [3]. - The global PCB market is projected to grow by approximately 5.8% in 2024 and 6.8% in 2025, reaching an estimated value of about $94.661 billion by 2029, with a compound annual growth rate of around 5.2% [3]. Group 2: Financial Performance - As of January 20, 2026, PCB concept stocks have seen a net financing inflow of 1.674 billion yuan, with nine stocks, including Xingsen Technology and Yongda Photonics, having net purchases exceeding 100 million yuan [4]. - Among nearly 50 PCB stocks in A-shares, 37 companies reported year-on-year profit growth or reduced losses in the first three quarters of 2025, indicating a strong recovery in the industry [4]. - Jin'an Guoji expects a net profit of 280 million to 360 million yuan for 2025, representing a year-on-year increase of 655.53% to 871.40%, driven by improved market conditions and optimized product structure [5]. Group 3: Company Developments - Shenghong Technology anticipates a net profit of 4.16 billion to 4.56 billion yuan for 2025, reflecting a year-on-year growth of 260.35% to 295%, supported by large-scale production in AI computing and data center sectors [5]. - Shenzhen South Circuit achieved a net profit of 2.326 billion yuan in the first three quarters of 2025, setting a record for annual net profit since its listing, and is actively expanding production capacity [6]. - The entire PCB supply chain is benefiting, with Inno Laser reporting nearly 90 million yuan in orders for PCB forming equipment since 2025, indicating a prosperous industry landscape [6].

金安国纪再度涨停，6个交易日内录得3个涨停，累计涨幅为42.07%，累计换手率为41.84%。截至9:25， 该股今日成交量166.68万股，成交金额3883.71万元，换手率0.23%。最新A股总市值达169.62亿元，A股 流通市值168.77亿元。 证券时报·数据宝统计，两融数据来看，该股最新（1月21日）两融余额为5.08亿元，其中，融资余额 5.08亿元，较前一个交易日增加5260.96万元，环比增长11.56%，近6日累计增加1.45亿元，环比增长 39.99%。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%上榜龙虎榜1次，买卖居前营业部 中，机构净卖出582.25万元，深股通累计净买入8481.32万元，营业部席位合计净卖出113.28万元。 1月22日公司发布2025年业绩预告，预计实现净利润2.80亿元至3.60亿元，同比变动区间为 655.53%~871.40%。 据天眼查APP显示，金安国纪集团股份有限公司成立于2000年10月19日，注册资本72800万人民币。 （数据宝） 近日该股表现 金安国纪再度涨停，6个交易日内录得3个涨停，累计涨幅为42.07%，累计换手率为 ...

Group 1 - The A-share market saw active trading in PCB concept stocks, with notable gains in several companies [1] - Tian Tong Co., Ltd. and Jin An Guo Ji both reached the daily limit up, while Xian Feng Holdings also showed significant growth [1] - Other companies like Da Zhu CNC and Si Hui Fu Shi experienced increases of over 9%, indicating strong market interest [1] Group 2 - Tian Tong Co., Ltd. had a price increase of 10.03%, with a total market capitalization of 16.2 billion [2] - Jin An Guo Ji rose by 10.01%, bringing its market value to 17 billion, and has a year-to-date increase of 39.44% [2] - Xian Feng Holdings increased by 9.97%, with a market cap of 4.328 billion and a year-to-date growth of 12.33% [2] - Da Zhu CNC saw a rise of 9.37%, with a market capitalization of 75.1 billion and a year-to-date increase of 48.57% [2] - Si Hui Fu Shi's stock price increased by 9.14%, with a market cap of 7.305 billion and a year-to-date growth of 19.20% [2] - Baiyin Youse and Zhongjing Electronics both experienced gains of over 6%, with market caps of 67.8 billion and 7.952 billion respectively [2] - Guanghe Technology and Chongda Technology saw increases of over 5%, with market caps of 43 billion and 18.8 billion respectively [2]