锋龙股份竞价再度涨停，走出17连板。 ...

36氪获悉，锋龙股份在互动平台表示，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，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。 ...

Group 1 - The core point of the article highlights that Fenglong Co., Ltd. has achieved a remarkable performance by hitting the limit-up for 17 consecutive trading days, indicating strong market interest and speculation in the stock [1] - The stock reached a trading volume of 134 million yuan with a turnover rate of 0.74% during the latest trading session, reflecting active trading activity [1] - The recent surge in interest towards robotics and automotive parts sectors has positively influenced the stock, as Fenglong Co., Ltd. operates within these related fields, benefiting from heightened demand expectations [1]

Core Viewpoint - The company, Fenglong Co., Ltd. (002931.SZ), maintains its primary business focus on the research, production, and sales of garden machinery parts, automotive parts, and hydraulic parts, with no significant changes reported in its operations or market environment [1] Business Operations - The company confirms that there are no plans or arrangements for a restructuring or listing through Shenzhen Youbixuan Technology Co., Ltd. in the next 36 months [1] - There are no asset restructuring plans for the next 12 months, and currently, there are no asset injection plans [1] - The company’s production and operations have not experienced significant changes, and there have been no major adjustments in market conditions or industry policies [1] - It is anticipated that the company's main business will not undergo significant changes in the next 12 months [1] Stock Performance - The company's stock has experienced a continuous trading limit increase from December 25, 2025, to January 21, 2026, for 15 consecutive trading days, with multiple instances of abnormal trading fluctuations [1] - The stock price has seen a substantial short-term increase, accumulating significant trading risks and deviating markedly from market trends [1] - There is a potential risk of rapid stock price decline due to the current price being severely detached from the company's fundamental situation, indicating market sentiment overheating and irrational speculation [1] - Should the stock price experience further abnormal increases, the company may apply for a trading suspension review with the Shenzhen Stock Exchange [1]

锋龙股份22日在互动平台表示，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，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。公司股票自2025年12月25日至2026年1月21日已连续15个交易 日涨停，期间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。 ...

Market Overview - On January 20, the A-share market showed a mixed performance with the Shanghai Composite Index slightly down by 0.01% at 4113.65 points, while the Shenzhen Component and ChiNext Index fell by 0.97% and 1.79% respectively, closing at 14155.63 points and 3277.98 points [1] - The total trading volume reached 2.78 trillion yuan, indicating a slight increase in activity but still below the five-day average, with a clear capital siphoning effect [1] - The market focus shifted towards cyclical and defensive sectors, with precious metals, chemicals, and infrastructure leading gains, while previously popular sectors like commercial aerospace, semiconductors, and AI computing faced significant corrections [1] Main Capital Trends - Major funds exhibited a "abandon high for low" characteristic, with net inflows of 8.5 billion yuan into the chemical sector and 4.2 billion yuan into precious metals, while significant outflows occurred in AI computing and commercial aerospace sectors, with net withdrawals of 12 billion yuan and 7.8 billion yuan respectively [2] - Northbound funds recorded a net purchase of 5.8 billion yuan, focusing on resource stocks like Zijin Mining and Shandong Gold, as well as consumer and semiconductor sectors [2] - The overall market saw over 60% of stocks decline, indicating a clear divergence in fund preferences and a retreat in risk appetite [2] Investment Opportunities in Newly Listed Stocks - China Chemical (601117): A leading player in the chemical engineering sector, the stock closed at 8.79 yuan with a recent five-day increase of 7.59%, indicating significant valuation recovery potential due to deep discounting [3] - Hongmian Co., Ltd. (000523): Engaged in textile and apparel, the stock closed at 4.24 yuan with a five-day increase of 6.27%, benefiting from improving consumer demand and stable raw material prices [4] - Mingtai Aluminum (601677): A leader in aluminum processing, the stock closed at 16.63 yuan with a five-day increase of 11.99%, supported by strong demand from the new energy and industrial sectors [5] Summary and Investment Recommendations - The A-share market on January 20 displayed a mixed performance, with the Shanghai index slightly down while the Shenzhen indices fell more significantly, indicating a cautious short-term sentiment [11] - The focus on low-valuation cyclical stocks and sector leaders like China Chemical and Mingtai Aluminum is recommended, as they are significantly undervalued and show potential for valuation recovery [11] - Conversely, stocks with excessive valuation premiums, such as Fenglong Co., Ltd. and Aviation Power Technology, should be avoided due to their reliance on short-term market sentiment without fundamental support [11][12]

| | | | 1月21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 | | | 002931 | 锋龙股份 | 10.36 | 16连板 | 优必选拟入主+机器人 | | 002156 | 通富微电 | 7.32 | 育板 | 年报预增+定增扩产+AMD链+存储封测 | | 000670 | 宮方微 | 7.30 | 2连板 | 重大资产重组+存储芯片+半导体分销 | | 000066 | 中国长城 | 6.11 | 首板 | 业绩减亏+AI服务器+商业航天+央企 | | 000880 | 潍柴重机 | 5.02 | 首板 | 数据中心+发电机组+山东国资 | | 603078 | 江化微 | 4.48 | 2连板 | 复牌+上海国资入主+芯片材料+光刻胶 | | 002185 | 华大科技 | 3.85 | 首板 | 收购华羿微电+功率器件+存储芯片+先进封装 | | 688047 | 龙芯中科 | 3.50 | 首板 | 自主CPU+商业航天 | | 00 ...

1、行情 又是持续被"压制"的一天。 题材方面，黄金、白银板块随期货大涨，白银有色2连板，招金黄金、四川黄金、国城矿业、西部黄金、湖南白银涨 停，晓程科技、赤峰黄金、盛达资源、中金黄金等集体大涨； 伴随着利欧股份今日"出狱"，强势股的回落已经不存在漏网之鱼了。 利欧股份今日毫无悬念的一字跌停，截至收盘仍有百亿资金按在跌停板上。 封测板块局部走强，大港股份、通富微电、华天科技涨停，长电科技、光力科技、甬矽电子、晶方科技等集体大涨； 半导体局部发力，江化微、盈方微2连板，中国长城、龙芯中科（20CM）、至正股份、综艺股份、芯碁微装（20CM 炸）等涨停； 此外，有色、碳酸锂、PCB、CPO、化工、体育、光刻胶等均有强势表现，航天、消费、光伏等跌幅居前。 截至收盘，沪指、深成指、创业板指分别收涨0.08%、0.7%、0.54%，市场超3000股上涨，近2200股下跌，三市累计成交量达2.6万 亿。 值得一提的是，今日几个ETF继续"放量控盘"，沪深300ETF、中证1000ETF等盘中多次出现放量砸盘的情况。 2、强势股 根据同一批"好兄弟"此前的表现，结合利欧股份停牌前的天量成交，感觉怎么都得三个一字才有可能开板 ...

Market Overview - The Shanghai Composite Index closed at 4116.94 points, up 0.08%, with a trading volume of 11,802 billion yuan [1] - The Shenzhen Component Index closed at 14,255.13 points, up 0.7%, with a trading volume of 14,205.17 billion yuan [1] - The ChiNext Index closed at 3,295.52 points, up 0.54%, with a trading volume of 6,561.17 billion yuan [1] - The STAR 50 Index closed at 1,535.39 points, up 3.53%, with a trading volume of 1,173 billion yuan [1] - The total trading volume of both markets was 26,007.17 billion yuan, a decrease of 1,770.96 billion yuan compared to the previous trading day [1] Sector Performance - The majority of industry sectors and concepts saw gains, with notable increases in non-ferrous metals, electronics, precious metals, machinery, building materials, steel, telecommunications, and automotive sectors [3] - Active concepts included CPO, lithium mining, gold, PCB, glass substrates, storage chips, generators, minor metals, and composite conductors [3] - Sectors with the largest declines included coal, food and beverage, banking, insurance, retail, and transportation [3] Capital Flow - The net inflow of main funds in the Shanghai and Shenzhen markets was 56.08 billion yuan, with 17 out of 31 sectors experiencing net inflows [4][5] - The electronic sector had the highest net inflow of 52.2 billion yuan, followed by non-ferrous metals, banking, machinery, non-bank financials, and telecommunications [5] - The power equipment sector saw the largest net outflow of 44.51 billion yuan, with other sectors like defense, media, and agriculture also experiencing significant outflows [5] Individual Stock Performance - A total of 2,962 stocks rose, while 2,046 stocks fell, with 168 stocks remaining flat and 8 stocks suspended [3] - 156 stocks had net inflows exceeding 1 billion yuan, with China Great Wall leading at 14.27 billion yuan [7] - 104 stocks experienced net outflows exceeding 1 billion yuan, with XW Communication seeing the largest outflow of 17.59 billion yuan [9] Institutional Activity - Institutional investors had a net buy of approximately 6.21 billion yuan, with 15 stocks being net bought and 12 stocks being net sold [10] - The stock with the highest net buy was Zhongtung High-tech at approximately 3.05 billion yuan [10]

Market Overview - A total of 79 stocks hit the daily limit, with a limit-up rate of 76% and a trading volume of 2.6 trillion yuan, down 177.1 billion yuan from the previous trading day [1] - The Shanghai Composite Index rose by 0.08%, the Shenzhen Component Index increased by 0.7%, and the ChiNext Index gained 0.54% [1] Stock Performance - Fenglong Co. achieved a record 16 consecutive limit-ups, while Guodian Electric and Sichuan Gold also showed strong performance with 4 and 3 consecutive limit-ups, respectively [1][3] - The overall limit-up rate for stocks with three or more consecutive limit-ups dropped to 23.08%, with only three stocks achieving this feat [3] Sector Analysis - The gold, oil and gas, semiconductor, and computing hardware sectors led the market, while banking, coal, liquor, and home appliance sectors experienced declines [1] - The semiconductor industry continues to see price increases, with Intel and AMD planning to raise server CPU prices by 10%-15%, and DRAM prices expected to rise by 60%-70% in Q1 [5] - The gold and silver markets are experiencing significant gains, with gold prices surpassing $4800 per ounce and silver reaching $95 per ounce, leading to strong performances in related stocks [8][14] Emerging Trends - The AI application sector is gaining traction, with companies like Liou Co. facing significant selling pressure, while others like Tian Di Online are seeing positive momentum [6][30] - The domestic medical device sector is also active, particularly in surgical robots, following new pricing guidelines from the National Healthcare Security Administration [7] Investment Opportunities - The computing hardware sector is benefiting from accelerated domestic computing infrastructure development, with stocks like Maigemi and Hongsheng Co. reaching new highs [6] - The semiconductor supply chain remains hot, with companies like Tongfu Microelectronics and Huada Technology hitting limit-ups [5] Future Outlook - The market is stabilizing with a rebound in hard technology sectors, and the ChiNext Index has shown significant gains [1] - The overall market sentiment is cautious, but the potential for short-term rebounds exists as the Shanghai Composite Index has recently crossed above its 5-day moving average [1]