1月16日，上证指数下跌0.26%，深证成指下跌0.18%，创业板指下跌0.2%。盘后龙虎榜数据显示，共有63只个股 因当日异动登上龙虎榜，资金净流入最多的是美年健康（002044.SZ），达5.79亿元。 据21投资通智能监测，40只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及35只。 5.79亿元资金抢筹美年健康，5.74亿元资金出逃佰维存储 63只上榜的龙虎榜个股中，35只个股被净买入，28只个股被净卖出。其中，资金净买入最多的是美年健康，达 5.79亿元，占总成交金额的10.96%。美年健康当日收盘下跌9.99%，换手率为17.5%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | | 美年健康 | -9.99% | 57939 | 10.96% | 17.5% | 主力做T,成功率4 | | | | | | | 1.42% | | 三安光电 | 10.03% | 55237 | 11.09% | 6.5% | 普通席位买入,成功 ...

1月16日，上证指数、深证成指、创业板指早盘冲高回落，午后震荡回升，随后再度回落；科创50指数 早盘冲高回落，午后再度冲高，随后再度回落。截至收盘，上证指数报4101.91点，跌0.26%，成交额 13380亿元；深证成指报14281.08点，跌0.18%，成交额16883.05亿元；创业板指报3361.02点，跌0.2%， 成交额8463.56亿元；科创50指数报1514.07点，涨1.35%，成交额1168亿元。沪深两市合计成交30263.05 亿元，成交额较上一交易日增加1207.57亿元。 电子、汽车等行业走强 *ST铖昌8连板 163股获主力资金净流入超1亿元 盘面上来看，行业板块、概念跌多涨少。其中，电子、汽车、机械设备、电力设备、家电等行业涨幅靠 前；存储芯片、碳化硅、BC电池、半导体、工业气体等概念走势活跃。传媒、计算机、石油石化、农 林牧渔、钢铁、医药生物、国防军工、保险、银行等行业跌幅居前；Kimi、短剧互动游戏、智普AI、 抖音、AI医疗、影视、在线教育、租售同权、知识产权等概念走势较弱。涨停个股主要集中在电子、 汽车、电力设备、机械设备、建筑装饰等行业。 个股涨跌情况，截至收盘，沪深两 ...

| 五矿发展 | 10.02% | -284.93 | | --- | --- | --- | | 亿能电力 | 0.16% | -288.46 | | 拓日新能 | -8.04% | -411.58 | | 灿能电力 | -0.29% | -617.04 | | 南方路机 | 4.44% | -661.56 | | 天岳先进 | 20.00% | -774.31 | | 志特新材 | -20.01% | -1419.14 | | 蓝箭电子 | 13.51% | -2080.47 | | 大位科技 | -6.15% | -2215.34 | | 美登科技 | -9.16% | -2362.59 | | 惠博普 | -3.32% | -2653.56 | | 矽电股份 | 3.39% | -3206.19 | | 康强电子 | 10.02% | -3418.90 | | 盈新发展 | 10.16% | -3715.56 | | 福赛科技 | 20.00% | -3775.72 | | 通富微电 | 10.00% | -8678.32 | | 思源电气 | 10.00% | -29157.82 | | 新泉股份 ...

Core Viewpoint - The Shanghai Composite Index fell by 0.26% on January 16, with the electronic and automotive sectors leading the gains, increasing by 2.64% and 1.69% respectively, while the media and computer sectors experienced the largest declines of 4.84% and 2.23% respectively [1]. Industry Summary Mechanical Equipment Industry - The mechanical equipment sector rose by 1.23% today, with a net inflow of 3.587 billion yuan in main funds. Out of 531 stocks in this sector, 356 stocks increased, 7 stocks hit the daily limit up, while 164 stocks decreased, and 7 stocks hit the daily limit down [1]. - Among the stocks with net inflows, 279 stocks saw capital inflows, with 19 stocks receiving over 100 million yuan. The top three stocks by net inflow were Wuzhou Xinchun (8.01 billion yuan), Aerospace Engineering (3.45 billion yuan), and Saiteng Co. (2.83 billion yuan) [1]. - The stocks with the largest net outflows included Xue Ren Group (-5.67 billion yuan), Hezhuan Intelligent (-3.06 billion yuan), and Guoji Heavy Industry (-2.03 billion yuan) [1][2]. Mechanical Equipment Industry Fund Inflow Ranking - Wuzhou Xinchun: +10.00%, turnover rate 16.15%, main fund flow 800.89 million yuan - Aerospace Engineering: +4.92%, turnover rate 11.55%, main fund flow 344.79 million yuan - Saiteng Co.: +10.01%, turnover rate 12.64%, main fund flow 282.96 million yuan [1]. Mechanical Equipment Industry Fund Outflow Ranking - Xue Ren Group: -9.99%, turnover rate 30.52%, main fund flow -567.33 million yuan - Hezhuan Intelligent: -10.00%, turnover rate 21.00%, main fund flow -306.09 million yuan - Guoji Heavy Industry: -2.59%, turnover rate 3.11%, main fund flow -202.74 million yuan [2].

雪人集团1月16日交易公开信息 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买一、买三、买五，合计买入金额 3.71亿元，卖出金额1.37亿元，合计净买入2.34亿元，深股通为第二大买入营业部及第二大卖出营业 部，买入金额为1.84亿元，卖出金额为1.78亿元，合计净买入665.56万元。 近半年该股累计上榜龙虎榜30次，上榜次日股价平均涨1.41%，上榜后5日平均涨0.32%。 资金流向方面，今日该股主力资金净流出5.67亿元，其中，特大单净流出4.15亿元，大单资金净流出 1.53亿元。近5日主力资金净流出5.48亿元。 融资融券数据显示，该股最新（1月15日）两融余额为8.87亿元，其中，融资余额为8.85亿元，融券余额 为145.14万元。近5日融资余额合计减少2941.35万元，降幅为3.22%，融券余额合计减少0.31万元，降幅 0.21%。（数据宝） 雪人集团今日跌停，全天换手率30.52%，成交额44.65亿元，振幅8.12%。龙虎榜数据显示，机构净买入 2.34亿元，深股通净买入665.56万元，营业部席位合计净卖出4.26亿元。 深交所公开信息显示，当日该股因日换手率达30. ...

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with notable declines in share prices across multiple sectors, suggesting a bearish sentiment in the market. Group 1: Stock Performance and Capital Outflow - The top stock with the highest capital outflow is TBEA Co., Ltd. (特变电工), with an outflow of 3.085 billion yuan and a price drop of 2.67% [1][2] - BlueFocus Communication Group (蓝色光标) experienced a capital outflow of 2.024 billion yuan, with a significant price decline of 11.52% [1][2] - Zijin Mining Group (紫金矿业) saw an outflow of 2.009 billion yuan and a price decrease of 2.04% [1][2] - China Satellite Communications (中国卫星) had a capital outflow of 1.729 billion yuan, with a price drop of 4.61% [1][2] - Contemporary Amperex Technology Co., Ltd. (宁德时代) experienced an outflow of 1.579 billion yuan and a minor price decline of 0.4% [1][2] Group 2: Sector Analysis - The electric equipment sector, represented by TBEA Co., Ltd., shows a significant capital outflow, indicating potential challenges in this industry [2] - The cultural communication sector, represented by BlueFocus, is facing substantial capital withdrawal, reflecting investor concerns [2] - The non-ferrous metals sector, including companies like Zijin Mining and China Aluminum (中国铝业), is also experiencing notable outflows, suggesting a broader trend affecting commodity-related stocks [2][3] - The software development sector, represented by companies like Yonyou Network (用友网络) and Weining Health (卫宁健康), is witnessing significant capital outflows, indicating potential vulnerabilities in this area [3]

Group 1 - The ice and snow industry sector is experiencing a downturn, with significant declines in stock prices [2] - Xue Ren Group has hit the daily limit down, indicating a severe drop in investor confidence [2] - Other companies in the sector, including Dalian Shengya, Changbai Mountain, Overseas Chinese Town A, and Jingxue Energy, are also seeing declines in their stock prices [2]

Market Overview - The general equipment sector experienced a decline of 0.47% on January 15, with Daye Co., Ltd. leading the losses [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] Top Gainers in General Equipment Sector - Jingce Electronics (300567) saw a closing price of 119.00, with an increase of 8.10% and a trading volume of 185,800 shares [1] - Xinlei Co., Ltd. (301317) closed at 37.25, up 7.60%, with a trading volume of 91,100 shares [1] - Yingliu Co., Ltd. (603308) closed at 48.44, increasing by 5.83% with a trading volume of 266,700 shares [1] - Other notable gainers include Youlide (688628) at 36.92 (+5.79%), Tongfei Co., Ltd. (300990) at 91.37 (+5.34%), and Baonanchangke (688433) at 80.68 (+5.05%) [1] Top Losers in General Equipment Sector - Daye Co., Ltd. (603278) reported a significant drop of 10.03%, closing at 12.92 with a trading volume of 437,400 shares [2] - Aerospace Power (600343) also fell by 10.00%, closing at 44.09 with a trading volume of 905,600 shares [2] - Other major decliners include Luxin Investment (600783) at 31.95 (-10.00%), JuLi Sockets (002342) at 12.60 (-10.00%), and Snowman Group (002639) at 24.23 (-9.99%) [2] Capital Flow Analysis - The general equipment sector saw a net outflow of 4.127 billion yuan from institutional investors, while retail investors contributed a net inflow of 3.994 billion yuan [2] - The sector experienced a net inflow of 134 million yuan from speculative funds [2] Individual Stock Capital Flow - Jingce Electronics (300567) had a net inflow of 244 million yuan from institutional investors, accounting for 11.41% of its trading volume [3] - New Lai Materials (300260) reported a net inflow of 162 million yuan, with a net outflow of 52.41 million yuan from speculative funds [3] - Other stocks with notable capital flows include Zongshen Power (001696) with a net inflow of 96.49 million yuan and a net outflow of 99.06 million yuan from retail investors [3]

证券日报网讯 1月13日，雪人集团在互动平台回答投资者提问时表示，截至2025年12月31日，公司股东 总户数为245020户。 （文章来源：证券日报） ...

【宏观扰动：地缘扰动较多，或推动油价短期走高】 中信期货表示，地缘短期扰动仍然较多。后期地缘前景仍是主导原油供应预期的核心因素，油价在供应过剩及地缘扰动频发的相互制衡下延续震 荡，短期重点关注地缘相关的冲高风险。（来源于中信期货20260113《地缘⽀撑油价，化⼯⾼估值追⾼需谨慎》） 中信证券认为，地缘政治风险或推动油价短期走高，但考虑到当前全球原油市场仍处于供给宽松格局，预计油价仍将在60~70美元/桶扰动。考虑 到委内瑞拉石油短期供给缺口或在100万桶/天左右，预计短期油价将上行。 1月13日，A股市场走势分化，沪指震荡回调，油气板块冲高！截至13:38，油气ETF汇添富(159309)上涨1.98%，盘中价格创上市以来新高，冲击4 连涨。资金涌入油气板块，油气ETF汇添富(159309)盘中吸金超360万元！ 【油气ETF汇添富(159309)标的指数前十大成分股】 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 估算权重 | | --- | --- | --- | --- | --- | --- | | 1 | 002353 | 本瑞股份 | 机械设备 | -2.21% | 9.85% ...