Market Overview - As of January 22, the Shanghai Composite Index closed at 4122.58 points, up 0.14%, while the Shenzhen Component Index closed at 14327.05 points, up 0.5%. The ChiNext Index rose by 1.01%, and the STAR Market 50 Index increased by 0.41% [1]. Stock Performance - Over 3500 stocks rose today, accounting for over 65% of the tradable A-shares, while 1777 stocks declined. There were 92 stocks that hit the daily limit up, and 5 stocks that hit the limit down [1]. - The industries with the most stocks hitting the limit up included machinery equipment (12 stocks), electronics (11 stocks), and defense industry (7 stocks) [1]. Notable Stocks - Among the stocks that hit the limit up, *ST Guohua and ST Huawen were among 19 ST stocks. Fenglong Co., Ltd. achieved the highest consecutive limit up with 17 days [1]. - In terms of closing limit up orders, Zhongchao Holdings received the most attention with 69.19 million shares, followed by Xianfeng Holdings and Yingfangwei with 65.98 million shares and 60.20 million shares, respectively [1]. Fund Flow - The top stocks by limit up order amount included Fenglong Co., Ltd. with 1.11 billion yuan, Yingfangwei with 619 million yuan, and Zhongchao Holdings with 538 million yuan [2].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月22日上午，锋龙股份在深交所互动易平台集中回应投资者询问，明确表示，未来36个月内，深圳市 优必选科技股份有限公司不存在通过上市公司重组上市的计划或安排，未来12个月内亦不存在资产重组 或资产注入计划。公司同时强调，截至目前生产经营未发生重大变化，市场环境及行业政策亦未出现重 大调整，预计未来12个月主营业务不会发生重大变化。 | 律龙股份 002931.SZ 90.48 +10.01% | | 每日行情统计 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 时间 | 开盘价 | 最高价 | 最低价 | 收盘价 | 收盘价(前复权) | 吸盘价(后复权) | 涨跌 | 雅庆帽 | 康 | | 2026-01-22 | 20.45 | 20.45 | 20.45 | 90.45 | 90.45 | 211.43 | 8.230 | 10.000 | 5,4 | | 2026-01-21 | 82.25 | 82.25 | 82 ...

截至今日（1月22日）收盘，上证指数报收4122.58点，上涨0.14%；深证成指收于14327.05点，上涨 0.5%；创业板指上涨1.01%；科创50指数上涨0.41%。 不含当日上市新股，今日可交易A股中，上涨个股超3500只，占比超65%，下跌个股有1777只。其中， 收盘股价涨停的有92只，跌停股有5只。 数据来源: Wind 代码 军工装备+长江发动机+央企 从收盘涨停板封单量来看，中超控股最受资金追捧，收盘涨停板封单有6919.04万股，其次是贤丰控股 （维权）、盈方微，涨停板封单分别有6597.95万股、6020.22万股。 以封单金额计算，锋龙股份、盈方微、中超控股涨停板封单资金较多，分别有11.11亿元、6.19亿元、 5.38亿元。 据证券时报·数据宝统计，涨停个股中，以所属行业来看，数量居前的行业有机械设备、电子、国防军 工，分别有12股、11股、7股。 | | | | 1月22日涨停封单资金居前的个股 | | | --- | --- | --- | --- | --- | | 代码 | 名称 | 涨停封单额 | 涨停板 | 涨停原因 | | | | (亿元) | 情況 | | | 0 ...

为进一步澄清市场对股权收购后资产运作的预期，今日锋龙股份在互动平台表示，未来36个月内，优必 选不存在通过上市公司重组上市的计划或安排；未来12个月内，优必选不存在资产重组计划。截至目 前，优必选不存在资产注入计划。截至目前，公司生产经营未发生重大变化，市场环境或行业政策未发 生重大调整；预计未来12个月内，公司主营业务不会发生重大变化。 从公司基本面来看，锋龙股份深耕精密制造领域20余年，核心业务聚焦园林机械零部件、汽车零部件及 液压零部件，客户涵盖STIHL、HUSQVARNA等全球头部园林机械厂商。2025年上半年数据显示，公司 持有155项专利，在精密铝压铸、电机组件加工等方面具备技术积累，这也成为市场预期其与人形机器 人业务协同的基础。 业绩层面，2022年-2024年，公司营业收入分别为5.87亿元、4.33亿元、4.79亿元；归母净利润分别为 4859.24万元、-704.02万元、459.29万元。 进一步看，得益于园林机械板块业务复苏及成本费用管控见效，公司2025年实现阶段性回暖。前三季度 财报显示，实现营业收入3.73亿元，同比增长9.47%；归母净利润2152万元，同比暴增1714.9 ...

Core Viewpoint - Fenglong Co., Ltd. (002931) has experienced a significant stock price surge, reaching a 17-day consecutive limit-up, closing at 90.48 yuan per share, raising concerns about potential trading risks and market speculation [1] Group 1: Stock Performance and Trading Risks - The stock price of Fenglong has increased dramatically since mid-December 2025, attributed to the anticipated acquisition by UBTECH Robotics, leading to multiple trading suspensions and risk warnings [1][2] - The company has acknowledged the substantial trading risks associated with its stock price, which has deviated significantly from its fundamental performance, indicating potential for rapid price declines [1] - Investors have raised concerns regarding possible information leakage or insider trading due to unusual trading patterns prior to major announcements [2] Group 2: Financial Performance and Valuation - Fenglong reported a net loss of 7.04 million yuan for 2023, with a projected turnaround to a profit of 4.59 million yuan in 2024, raising questions about the sustainability of its current high valuation [3] - The company's static price-to-earnings ratio is nearly 3000 times, which is starkly disproportionate to its projected earnings, leading to a complex narrative in its risk disclosures [3] Group 3: Acquisition Details - UBTECH Robotics plans to acquire a 29.99% stake in Fenglong at a price of 17.72 yuan per share, with a total transaction value estimated at 1.665 billion yuan [3][4] - Following the acquisition, UBTECH will hold a 43.01% stake in Fenglong, becoming the controlling shareholder, which is seen as a strategic move to enhance its industry position [4] - The acquisition is pending approval from both companies' shareholders and regulatory bodies, introducing an element of uncertainty to the transaction [5] Group 4: Strategic Implications - UBTECH aims to leverage its technological expertise in humanoid robotics alongside Fenglong's manufacturing capabilities to enhance industry collaboration and drive commercialization [4] - A recent partnership with Airbus for humanoid robot services indicates UBTECH's commitment to expanding its market presence in the aerospace manufacturing sector [5]

Core Viewpoint - The company, Fenglong Co., has indicated that there has been no substantial progress in the transfer of control, and the completion of the transaction remains uncertain due to various required approvals and reviews [1] Company Operations - The main business of Fenglong Co. continues to be the research, production, and sales of garden machinery parts, automotive parts, and hydraulic parts, with no significant changes reported [1] Future Plans - There are no plans for a restructuring or asset injection within the next 12 months, and the company does not foresee any major changes in its main business operations during this period [1] Stock Performance - The company's stock has experienced a continuous trading limit increase from December 25, 2025, to January 21, 2026, with multiple instances of abnormal fluctuations, indicating a significant trading risk [1] - The stock price has deviated significantly from its fundamentals, suggesting potential market overheating and irrational speculation, with a risk of rapid decline if the price continues to rise abnormally [1]

Core Viewpoint - The report highlights the significant inflow of main capital into various stocks, with specific companies showing remarkable performance in terms of net capital inflow and stock price changes [1][2]. Group 1: Main Capital Inflow - A total of 88 stocks have experienced a net inflow of main capital for five consecutive days or more, indicating strong investor interest [1]. - Hangzhou Bank leads with 16 consecutive days of net inflow, followed by Yunnan Baiyao with 14 days [1]. - Midea Group has the highest total net inflow amounting to 1.582 billion yuan over seven days, while Hangzhou Bank follows closely with 1.489 billion yuan over 16 days [1]. Group 2: Performance Metrics - The stock with the highest net inflow ratio relative to trading volume is Fenglong Co., which has surged by 359.76% over the past 16 days [1]. - Other notable stocks include Guotai Junan Securities with a net inflow of 1.109 billion yuan over 11 days and China Ping An with 1.074 billion yuan over six days, although their stock prices have seen declines of 2.46% and 3.28% respectively [1]. - The report includes a detailed table of stocks with their respective net inflow amounts, inflow ratios, and cumulative price changes, providing a comprehensive overview of market trends [1][2].

Group 1 - The general equipment sector increased by 0.4% on January 22, with Rui Xin Technology leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - Rui Xin Technology's stock price rose by 19.98% to 21.62, with a trading volume of 282,800 shares and a transaction value of 576 million yuan [1] Group 2 - The general equipment sector saw a net inflow of 787 million yuan from institutional investors, while retail investors experienced a net outflow of 645 million yuan [2] - The top gainers in the general equipment sector included Youji Co., Ltd. with an 11.76% increase and Tengda Technology with a 10.01% increase [1] - The stock of Lio Co., Ltd. fell by 10.04% to 8.42, with a trading volume of 343,700 shares and a transaction value of 289 million yuan [2] Group 3 - Snowman Group had a net inflow of 665 million yuan from institutional investors, while retail investors had a net outflow of 489 million yuan [3] - The stock of Giant Lifting Tools saw a net inflow of 310 million yuan from institutional investors, with a net outflow of 169 million yuan from retail investors [3] - Tengda Technology experienced a net inflow of 164 million yuan from institutional investors, while retail investors had a net outflow of 74 million yuan [3]

本报讯 （记者吴文婧）1月22日，浙江锋龙电气股份有限公司（以下简称"锋龙股份"）在投资者互动平台回复提问表示， 未来36个月内，深圳市优必选科技股份有限公司（以下简称"优必选"）不存在通过上市公司重组上市的计划或安排；未来12个 月内，优必选不存在资产重组计划。 据悉，锋龙股份股票自2025年12月25日至2026年1月21日已连续15个交易日涨停，多次触及股票交易异常波动情形，公司 股票短期内价格涨幅较大，已累积巨大交易风险，明显偏离市场走势，未来可能存在股价快速下跌的风险。目前，公司股票价 格已严重脱离公司基本面情况，存在市场情绪过热、非理性炒作风险。如未来公司股票价格进一步异常上涨，公司可能再次向 深圳证券交易所申请停牌核查。敬请广大投资者理性投资，注意投资风险。 （编辑 张明富） 截至目前，优必选不存在资产注入计划，锋龙股份生产经营未发生重大变化，市场环境或行业政策未发生重大调整；预计 未来12个月内，公司主营业务不会发生重大变化。 ...

Market Overview - The A-share market experienced a high opening followed by a pullback, with all three major indices turning negative by midday. The ChiNext index had previously risen over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.79 trillion yuan, an increase of 168.9 billion yuan compared to the previous trading day [1] - Over 3,200 stocks in the market saw gains, with sectors such as oil and petrochemicals, defense and military industry, and building materials performing strongly [1] Sector Performance - The oil and petrochemical sector showed significant strength, with companies like Zhongjie Oil and Blue Flame Holdings hitting the daily limit. The International Energy Agency projected a daily increase in global oil demand of 930,000 barrels by 2026, up from a previous estimate of 860,000 barrels [4] - The defense and military sector also saw a rally, particularly in commercial aerospace, with multiple stocks hitting the daily limit. Recent developments in commercial space enterprises have indicated a strong growth trajectory [4] - The coal sector experienced a rapid increase, with Dayou Energy hitting the daily limit. The price of Shanxi Datong Q5500 thermal coal rose to 565-580 yuan per ton, marking a 2.23% increase from early January [1] Stock Highlights - Fenglong Co. achieved a remarkable 17 consecutive trading limit increases, with its stock price reaching 90.48 yuan per share [5] - ST Yanshi experienced a sudden influx of funds, leading to a rapid price increase from a limit down to a limit up within one minute, closing at 2.35 yuan per share [5] International Market Trends - The international precious metals market saw fluctuations, with gold and silver prices dropping due to reduced risk sentiment following easing tensions over Greenland between the US and Europe. Gold prices fell over 1% at one point, while silver dropped over 2% [2] - Goldman Sachs raised its 2026 gold price forecast by $500 to $5,400 per ounce, indicating a bullish long-term outlook despite recent price declines [2] Hong Kong Market - The Hong Kong stock market opened high but retreated, with the Hang Seng Index down 0.15%. Notably, Baidu's stock surged by 4%, reaching a nearly three-year high following the release of its Wenxin model 5.0 [6][8]