Summary of Key Points Core Viewpoint - On January 22, a total of 31 stocks were involved with institutional investors, with 19 showing net buying and 12 showing net selling [1]. Group 1: Institutional Net Buying - The top three stocks with the highest net buying by institutions were Hunan Baiyin, Pengding Holdings, and Sanbian Technology, with net buying amounts of 363.43 million, 229.23 million, and 79.39 million respectively [1][2]. - Hunan Baiyin experienced a price increase of 9.97%, while Pengding Holdings and Sanbian Technology saw increases of 10.00% and 3.42% respectively [2]. Group 2: Institutional Net Selling - The top three stocks with the highest net selling by institutions were Jintaiyang, Fangzheng Electric, and Deen Precision Engineering, with net selling amounts of 111.90 million, 104.70 million, and 71.02 million respectively [1][3]. - Jintaiyang's stock price decreased by 8.00%, Fangzheng Electric by 3.64%, and Deen Precision Engineering by 2.76% [3].

Market Overview - On January 22, the Shanghai Composite Index rose by 0.14% to 4122 points, the Shenzhen Component Index increased by 0.5%, and the ChiNext Index gained 1.01% with a total market turnover of 2.72 trillion yuan, over 3500 stocks rising [1] Stock Highlights - Jia Mei Packaging (002969) surged by 49.99% to 21.35 yuan, driven by a change in control and its leading position in three-piece cans [2] - Fenglong Co., Ltd. (002931) increased by 10.01% to 90.48 yuan, benefiting from a major investment by UBTECH and its association with robotics [2] - Jiuding New Materials (002201) rose by 10.00% to 13.86 yuan, linked to fiberglass new materials and commercial aerospace [2] - Jianghua Micro (603078) gained 9.99% to 28.51 yuan, following a state-owned enterprise takeover and its focus on chip materials [2] - Aviation Power Technology (600391) increased by 10.00% to 53.36 yuan, associated with military equipment and central enterprise backing [2] Trading Dynamics - The top three net buying stocks on the day were Pengding Holdings (002938) with 325 million yuan, Snowman Group (002639) with 316 million yuan, and Baiyin Nonferrous Metals (601212) with 257 million yuan [3] - The top three net selling stocks were Hunan Baiyin (002716) with 659 million yuan, Founder Electric (002196) with 281 million yuan, and Yifan Transmission (301023) with 152 million yuan [6] Industry Trends - The commercial aerospace industry is experiencing significant growth, with a report from Galaxy Securities indicating a dual push from both demand and supply sides [11] - SpaceX is reportedly advancing its IPO plans, aiming for completion by July this year, which could further stimulate interest in the commercial aerospace sector [10] Company Developments - Shenxinfu (300454) saw a trading halt with a 20.00% increase, with a turnover of 38.28 billion yuan and a net institutional buy of 269.31 million yuan [12] - The company has established a strong presence in AI computing and security solutions, with significant user adoption and market share [15] Notable Stocks - Guohua Technology (001389) and Qiaoyuan Co., Ltd. (002131) both saw significant trading activity, with Guohua Technology rising by 10.00% and Qiaoyuan Co., Ltd. declining by 10.04% [16][19] - The stock of Hunan Baiyin (002716) experienced a notable increase of 9.97% with a high turnover rate of 32.27% [17]

沪指1月22日上涨0.14%，申万所属行业中，今日上涨的有22个，涨幅居前的行业为建筑材料、国防军 工，涨幅分别为4.09%、3.23%。电子行业今日上涨0.21%。跌幅居前的行业为美容护理、银行，跌幅分 别为0.76%、0.43%。 资金面上看，两市主力资金全天净流出216.12亿元，今日有12个行业主力资金净流入，通信行业主力资 金净流入规模居首，该行业今日上涨2.83%，全天净流入资金80.19亿元，其次是国防军工行业，日涨幅 为3.23%，净流入资金为57.13亿元。 主力资金净流出的行业有19个，电子行业主力资金净流出规模居首，全天净流出资金132.06亿元，其次 是电力设备行业，净流出资金为72.06亿元，净流出资金较多的还有有色金属、汽车、医药生物等行 业。 电子行业今日上涨0.21%，全天主力资金净流出132.06亿元，该行业所属的个股共476只，今日上涨的有 238只，涨停的有11只；下跌的有234只。以资金流向数据进行统计，该行业资金净流入的个股有179 只，其中，净流入资金超亿元的有26只，净流入资金居首的是工业富联，今日净流入资金14.69亿元， 紧随其后的是信维通信、鹏鼎控股，净流入 ...

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 | | ...

鹏鼎控股今日涨停，成交额31.72亿元，换手率2.39%，盘后龙虎榜数据显示，深股通专用席位买入1.54 亿元并卖出1.43亿元，3家机构专用席位净买入2.61亿元，有3家机构专用席位净卖出3162.63万元。 ...

1月22日，鹏鼎控股涨5.01%，截至发稿，报57.23元/股，成交16.19亿元，换手率1.24%，总市值1326.62 亿元。 截至发稿，柳军累计任职时间16年237天，现任基金资产总规模5520.3亿元，任职期间最佳基金回报 189.56%， 任职期间最差基金回报-45.64%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，鹏鼎控股(深圳)股份有限公司位于广东省深圳市宝安区新安街道海滨社区海秀路2038号鹏鼎 时代大厦A座27层，成立日期1999年4月29日，上市日期2018年9月18日，公司主营业务涉及主要从事各 类印制电路板的设计、研发、制造与销售业务。主营业务收入构成为：通讯用板62.70%，消费电子及 计算机用板31.60%，汽车/服务器用板4.92%，其他(补充)0.78%。 从鹏鼎控股十大流通股东角度 数据显示，华泰柏瑞基金旗下1只基金位居鹏鼎控股十大流通股东。华泰柏瑞沪深300ETF（510300）三 季度减持50.8 ...

Core Viewpoint - Pengding Holdings (002938) has reported a significant increase in expected related party transactions for 2026, indicating growth in business activities and financial strategies aimed at risk management through financial derivatives [1][3]. Trading Information Summary - As of January 21, 2026, Pengding Holdings closed at 54.5 yuan, up 3.73%, with a turnover rate of 1.61%, trading volume of 372,800 shares, and a transaction value of 2.008 billion yuan [1]. - On the same day, the net inflow of main funds was 266 million yuan, while retail investors experienced a net outflow of 115 million yuan [1]. Company Announcements Summary - The third board meeting of Pengding Holdings on January 21, 2026, approved several key proposals, including expected related party transactions for 2026, a request for financial derivatives trading limits, and a request for bank credit limits [1][2]. - The company anticipates total related party transactions of 6.71 billion yuan for 2026, a 52% increase from the 4.41283 billion yuan recorded in 2025 [3]. - The board approved a total borrowing limit of 4.03 billion yuan and 40 million USD to be provided to several subsidiaries [1][3]. Financial Derivatives Trading Summary - Pengding Holdings plans to engage in financial derivatives trading for hedging purposes in 2026, with a total trading limit not exceeding 1 billion yuan at any given time [4]. - The derivatives will include forward foreign exchange contracts, foreign exchange swaps, and interest rate swaps, aimed at mitigating risks associated with currency and interest rate fluctuations [4].

证券代码：002938 证券简称：鹏鼎控股 公告编号：2026-004 鹏鼎控股（深圳）股份有限公司 关于开展以套期保值为目的金融衍生品业务的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 重要内容提示： （一）交易品种及目的：鹏鼎控股（深圳）股份有限公司（以下简称"鹏鼎 控股"、"公司"）拟开展金融衍生品交易的主要业务品种包括远期外汇合约、外 汇掉期交易及利率互换等金融衍生品，及基于以上金融衍生品之结构性商品等。 金融衍生品的基础资产主要为汇率、利率。公司不进行单纯以投机和套利为目的 的金融衍生品交易，仅限于实需背景之下，从事与经营活动有关的汇率及利率相 关金融衍生品的交易，以规避汇率及利率波动对经营活动产生的影响。 （二）交易金额：具体额度为于 2026 年任意时点总额不超过人民币十亿元 (含等值外币金额)，预计动用的交易保证金和权利金不超过交易方金融机构提供 的授信额度且不超过人民币十亿元(含等值外币金额)，该额度在 2026 年内可循 环使用。 （三）交易方式：公司拟开展金融衍生品交易的主要业务品种包括远期外汇 合约、外汇掉期交易及利率互换等金融 ...

证券代码：002938 证券简称：鹏鼎控股 公告编号：2026-005 鹏鼎控股（深圳）股份有限公司 关于申请银行授信额度的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、申请综合授信额度的基本情况 根据业务发展的需要，公司全资/控股子公司向以下银行申请授信额度: 金额单位:万元 | 项次 | 授信银行名称 | 往来法人 | | 授信额度 | 备注 | | --- | --- | --- | --- | --- | --- | | | | | 币别 | 金额 | | | 1 | 招商银行股份有限公司 深圳分行 | 奎盛科技(深圳)有限公司 | CNY | 3,000 | 续约 | | 2 | 中国工商银行股份有限公司 秦皇岛经济技术开发区支行 | 宏启胜精密电子(秦皇岛)有限公 司 | CNY | 53,000 | 增额 | | 3 | 中国农业银行股份有限公司 秦皇岛开发区支行 | 宏启胜精密电子(秦皇岛)有限公 司 | CNY | 42,000 | 续约 | | 4 | 中国银行股份有限公司 淮安开发区支行 | 庆鼎精密电子(淮安)有限公司 | ...

鹏鼎控股（深圳）股份有限公司 金融衍生品交易可行性报告 一、开展金融衍生品交易业务的目的 三、拟开展的金融衍生品交易业务计划 根据公司《金融衍生品交易管理制度》，结合相关法律、法 规规定和公司实际经营需要，公司及下属子公司本年计划开展于 任意时点总额不超过人民币十亿元(含等值外币金额)的金融衍 生品业务，可循环使用。 公司及下属子公司操作经核准的金融衍生品业务，仅得依实 际营运活动所产生之风险资产或负债为范围开展，并严格依照公 司《金融衍生品交易管理制度》及相关作业办法管理及内控程序 执行。 四、金融衍生品会计核算原则 公司根据《企业会计准则第22号-金融工具确认和计量》、 《企业会计准则第24号-套期保值》、《企业会计准则第37号- 金融工具列报》相关规定及其指南，对拟开展的金融衍生品交易 业务进行相应的核算处理，反映资产负债表及损益表相关项目。 五、金融衍生品投资的风险分析 由于本集团主要客户及供应商均为境外企业，公司出口商品、 进口原材料主要使用外币结算，加上公司营运据点分布于境内外， 导致公司持续持有较大数额的外币资产和外币负债。随着生产、 销售规模的扩大，以及境外营运活动的增加，公司受到汇率及利 率 ...