1月5日，上证指数上涨1.38%，深证成指上涨2.24%，创业板指上涨2.85%。盘后龙虎榜数据显示，共有60只个股 因当日异动登上龙虎榜，资金净流入最多的是航天机电（600151.SH），达4.19亿元。 | 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 | | | | 航天机电 | 10.03% | 41895 | 7.59% | 21.91% | 普通席位买入,成功 | | | | | | | 率64.15% | | 五洲新春 | 6.03% | 28366 | 3.68% | 28.19% | 上海资金买入,成功 | | | | | | | 率45.11% | | 普典股份 | 20% | 27245 | 11.24% | 11.4% | 1家机构买入,成功 | | | | | | | 率43.88% | | 天际股份 | 9.99% | 21193 | 2.44% | 35.85% | 主力做T,成功率4 | | | | | | | 8.85% | | 江龙船 ...

Summary of Key Points Core Viewpoint The Hong Kong IPO market saw significant activity in the past week, with 29 companies submitting listing applications, highlighting a robust interest in public offerings despite varying performance metrics among the companies involved [3][4]. Group 1: IPO Applications and Hearings - A total of 29 companies submitted IPO applications during the week of December 29, 2025, to January 4, 2026, including notable firms like BlueFocus (蓝色光标) and Stone Technology (石头科技) [3][4]. - Only one company, Longqi Technology (龙旗科技), successfully passed the Hong Kong Stock Exchange hearing [3][4]. - Ten companies initiated their IPO processes, including Jinxun Resources (金浔资源) and Ruibo Biotechnology (瑞博生物) [3][4]. Group 2: Companies Successfully Listed - Seven companies officially listed on the Hong Kong Stock Exchange, including Woan Robotics (卧安机器人) and Linqingxuan (林清轩) [3][4]. - Linqingxuan's stock opened at HKD 85, reflecting a 9.3% increase on its first trading day [22]. - Woan Robotics opened at HKD 73.8 and closed at HKD 73.85, showing slight movement on its debut [20]. Group 3: Company Performance Metrics - Tianjiu Qifu (天九企服) reported a revenue of RMB 725 million for the first half of 2025, a decrease of 37.9% year-on-year, while net profit surged by 241.3% to RMB 2.508 billion [10]. - Stone Technology (石头科技) achieved a revenue of RMB 12.055 billion for the first nine months of 2025, marking a 72.3% increase, although net profit fell by 29.5% to RMB 1.038 billion [11]. - Longqi Technology (龙旗科技) recorded a revenue of RMB 31.332 billion for the first nine months of 2025, down 10.3%, with a net profit of RMB 507 million, up 17.7% [12]. Group 4: Upcoming IPOs and Market Activity - Red Star Cold Chain (红星冷链) initiated its IPO process on December 31, 2025, planning to issue 23.263 million shares at an expected price of HKD 12.26 per share [13][14]. - Zhaoyi Innovation (兆易创新) also started its IPO on December 31, 2025, with plans to issue 28.916 million shares at a price range of HKD 132-162 [17][18]. - A-share companies like Zhejiang Rongtai (浙江荣泰) and Juchen Co. (聚辰股份) announced preparations for their IPOs in Hong Kong [22].

1月5日，沪指12连阳重回4000点。截至收盘，沪指涨1.38%，深证成指涨2.24%，创业板指涨2.85%。 高位股方面 锋龙股份7连板，德力股份8天4板，雷科防务4连板，中国卫通、北斗星通5天3板，勘设股份4天3板，南 兴股份、友邦吊顶3连板，国晟科技、航天机电、海格通信、凯瑞德4天2板，东方通信3天2板。 | 代码 | | 名称 | 涨幅 | 现价 | 换手 涨停分析 儿大儿板� | | --- | --- | --- | --- | --- | --- | | 1 | 002931 | 锋龙股份 | +10.00% | 34.87 | 0.17% 优必选拟入主+机器人+园... 7连板 | | 2 | 002571 | 德力股份 | +10.03% | 12.94 | 5.68% 翼元航空入主+商业航天+... 8天4板 | | 3 | 002413 | 雷科防务 | +10.04% | 13.81 | 2.16% 商业航天+卫星遥感+量米... 4连板 | | ব | 601698 | 中国 1 1 用 | +9.99% | 39.30 | 7.03% 商业航天+卫星互联网+央 ... 5天3板 | ...

整体看，A股交投气氛十分活跃，机构资金和各路游资纷纷出手，各有斩获。 数据显示，多家机构席位出现在了蓝色光标、盐湖股份、海格通信、西测测试的龙虎榜中，此外A股实 力游资章建平也出现在蓝色光标龙虎榜中，单日买入了6482.08万元，卖出了2.59亿元。 12连阳，沪指创33年最长连阳纪录，A股春季躁动行情渐入高潮！ 1月5日，A股迎来2026年首个交易日，三大指数全天高开高走，截至收盘，沪指涨1.38%，报4023.42 点，深成指涨2.24%，报13828.63点，创业板指涨2.85%，报3294.55点，科创50指数涨4.4%，报1403.41 点。与此同时，资金纷纷疯狂涌入A股，今日沪深两市合计成交额25463.47亿元，较上一个交易日放量 5011亿。 值得注意的是，沪指在2025年末已经走出11连阳的强势走势。在今日A股实现开门红之后，沪指从2025 年12月17日至2026年1月5日的12个交易日中，成功实现12连阳，创下A股1993年以来最长连阳纪录。最 近33年间A股最长连阳纪录为11天，分别在2006年以及2017-2018年出现过。A股最长连阳纪录为99天， 但彼时A股才处于起步阶段，市场体 ...

龙虎榜机构热股 | 上榜热股 | 实时涨跌幅♀ 买/卖家数↕ | | | --- | --- | --- | | 藍色光标 | +19.97% | 2/0 | | 300058.SZ | | | | 海科新源 | +6.35% | 4/2 | | 301292.SZ | | | | 东微半导 | | | | 600761 CC | +20.00% | 1/1 | 蓝色光标 公司针对出海广告主的AI营销工具，全资子公司蓝色宇宙发布一款在线AI视频生产平台——蓝标分身，可以降低了音视频制作的难度。 龙虎榜知名游资 一、脑科学 道氏技术 个股龙虎榜 公司控股子公司香港佳纳以3000万美金认购强脑科技Pre-B轮优先股 赛诺医疗 个股龙虎榜 公司与脑机接口行业伙伴一起为脑机接口价值链提供更安全、更可扩展且更具成本效益的技术支持,以突破性解决方案推动行业跨越式发展 今天机构龙虎榜上榜34只个股，净买入18只，净卖出16只。当日机构买入最多的个股前三位是：蓝色光标（1.86亿）、海科新源（1.17亿）、东微半导 （1.12亿）。 二、半导体 恒烁股份 个股龙虎榜 公司主营存储芯片和MCU芯片，产品包括NOR Flash芯 ...

Core Viewpoint - The article highlights significant trading activities in the Shanghai and Shenzhen stock markets, with a focus on major stocks, sector performances, and ETF trading volumes, indicating potential investment opportunities and trends in the market [1][2][3][4]. Trading Volume Summary - The total trading volume for the Shanghai Stock Connect was 135.21 billion, while the Shenzhen Stock Connect reached 160.70 billion, totaling 295.91 billion [2]. - Major stocks by trading volume included Kweichow Moutai at 32.39 billion and Ningde Times at 50.67 billion, leading their respective markets [3][4]. Sector Performance - The electronic sector saw the highest net inflow of funds, amounting to 73.31 billion, with a net inflow rate of 1.67% [6]. - Other sectors with notable inflows included pharmaceuticals (41.63 billion, 3.15%) and non-ferrous metals (35.60 billion, 2.23%) [6]. - Conversely, the machinery equipment sector experienced the largest outflow, with a net outflow of 53.62 billion [7]. Individual Stock Activity - The top stocks with net inflows included Shenghong Technology (19.67 billion, 11.86%) and Zhaoyi Innovation (16.83 billion, 14.56%) [9]. - Stocks with significant outflows included Aerospace Electronics (-20.49 billion, -12.81%) and China Tang (-16.82 billion, -8.65%) [10]. ETF Trading Activity - The top ETF by trading volume was A50 ETF Huatai Baichuan, with a transaction amount of 15.87 billion, followed closely by A50 ETF Fund at 15.67 billion [13]. - The Hong Kong Stock Connect Technology ETF saw a remarkable increase in trading volume, growing by 378% compared to the previous trading day [14]. 龙虎榜 (Top Stocks) - AI application stock BlueFocus saw a significant increase, with two institutions buying 1.86 billion, while it also received 1.56 billion from the Shenzhen Stock Connect [16]. - In contrast, several aerospace concept stocks faced heavy selling, with Zhongchao Holdings experiencing a sell-off of 2.2 billion from three institutions [17]. Active Trading by Institutions and Retail Investors - Institutional trading was notably active, with significant purchases in stocks like BlueFocus and Jianglong Shipbuilding [16]. - Retail investors showed high activity in lithium battery concept stocks, with Tianji Co. receiving substantial purchases from multiple trading desks [18]. Quantitative Fund Activity - Quantitative funds were also active, with significant purchases in stocks like Wuzhou New Spring, indicating a diverse interest across sectors [20].

Summary of Key Points Core Viewpoint - On January 5, a total of 44 stocks were involved with institutional investors, with 19 stocks showing net buying and 25 stocks showing net selling [1]. Institutional Buying - The top three stocks with the highest net buying by institutions were: - BlueFocus: Net buying amount of 186.29 million yuan, with a daily increase of 19.97% [2] - Haike New Source: Net buying amount of 117.24 million yuan, with a daily increase of 6.35% [2] - Dongwei Semiconductor: Net buying amount of 109.60 million yuan, with a daily increase of 20.00% [2] Institutional Selling - The top three stocks with the highest net selling by institutions were: - Wuzhou Xinchun: Net selling amount of 221 million yuan [1] - Zhongchao Holdings: Net selling amount of 220 million yuan [1] - Salt Lake Co.: Net selling amount of 155.81 million yuan [3]

| 板块名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | 排名 | 电子 | 73.31 | 1 | 1.67 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2 | 半导体 | 53.07 | 2.70 | 3 | 医药 | 41.63 | 3.15 | | 4 | | | | | | | | | 2.23 | 有色金属 | 35.60 | 非银金融 | 31.78 | 4.58 | | | 龙虎榜方面，今日锂电池概念股表现强势，多家一线游资抢筹。其中天际股份获（国泰海通证券宜昌沿江大道、国泰海通证券河源越王大道、国泰海通证券 上海江苏路）分别买入2.19亿、1亿、0.6亿。盐湖股份获（国泰海通证券上海江苏路、中信证券西安朱雀大街）分别买入1.08亿、0.91亿。AI应用概念股蓝 色光标走出2连板，获两家机构买入1.86亿，同时获深股通买入1.56亿，而两家一线游资（国盛证券宁波桑田路、国泰海通证券宁波广福街）分别卖出2.9 亿、1.94亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1352.07亿，深股通总成交金额为1606 ...

Market Performance - The ChiNext Index rose by 2.85%, closing at 3294.55 points, with a total trading volume of 702.06 billion yuan, an increase of 152.93 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 1136 stocks closed higher, with 50 stocks rising over 10%, including *ST Tianlong, Zhi Te New Materials, and Dao Shi Technology, which hit the daily limit [1][2] - The average turnover rate for the ChiNext today was 5.01%, with 49 stocks having a turnover rate exceeding 20% [1] High Turnover Stocks - C Xin Guang Yi, a newly listed stock, had the highest turnover rate at 58.57%, closing down by 3.00% with a trading volume of 1.23 billion yuan [1][4] - Other notable high turnover stocks included Na Bai Chuan (44.81% turnover rate, down 8.31%) and Jiang Long Shipbuilding (42.17% turnover rate, up 14.07%) [1][4] Institutional Activity - Eight stocks on the high turnover list saw institutional participation, with Blue Ocean Light receiving a net buy of 186 million yuan from two institutional seats [3] - The top net buying stocks by institutions included Zhi Te New Materials, Xi Ce Testing, and Dao Shi Technology, with net buying amounts of 1.29 billion yuan, 491.87 million yuan, and 464.19 million yuan respectively [3] Capital Flow - Among high turnover stocks, 28 experienced net inflows from main funds, with significant inflows into Tom Cat, Dao Shi Technology, and Han Wei Technology, amounting to 584 million yuan, 432 million yuan, and 363 million yuan respectively [4] - Conversely, Blue Ocean Light, Qian Zhao Guang Dian, and Hao Zhi Ji Dian saw the largest net outflows, totaling 729 million yuan, 471 million yuan, and 339 million yuan respectively [4] Earnings Forecasts - Three high turnover stocks provided earnings forecasts for 2025, all indicating profit growth, with Tian Su Ji Liang expected to have a net profit increase of 10.31% [4]

Group 1 - The total trading volume of the Shanghai and Shenzhen Stock Connect today reached 295.9 billion, with Kweichow Moutai and CATL leading in individual stock trading volume [1][2] - The electronic sector saw the highest net inflow of funds, while the mechanical equipment sector experienced the largest net outflow [6][5] - The top ten stocks by trading volume on the Shanghai Stock Connect included Kweichow Moutai at 32.39 billion, while on the Shenzhen Stock Connect, CATL led with 50.67 billion [3][4] Group 2 - The Hong Kong Stock Connect Technology ETF (159101) saw a significant trading volume increase of 378% compared to the previous trading day [10] - The top ten ETFs by trading volume included the A500 ETF Huatai Baichuan (563360) at 158.67 billion, followed closely by the A500 ETF Fund (512050) at 156.67 billion [9] - The top ten stocks with the highest net inflow of funds included Shenghong Technology at 19.67 billion and Kweichow Moutai at 9.75 billion [7][12] Group 3 - The AI application concept stock BlueFocus achieved a two-day consecutive increase, attracting 186 million from two institutions, while it also received 156 million from the Shenzhen Stock Connect [13][15] - The lithium battery concept stocks performed strongly, with Tianji Co. receiving significant purchases from multiple leading funds [15][14] - The trading activity of quantitative funds was notably high, with several firms making substantial purchases in various stocks [16]