1月8日，沪指跌0.07%，深成指跌0.51%，创业板指跌0.82%。全市场成交额2.82万亿元，超3700股上涨。军工装备、商业 航天、脑机接口、光伏设备、可控核聚变涨幅居前。 焦点股方面，锋龙股份继续一字涨停晋级10连板，神剑股份14天10板、鲁信创投10天8板、金风科技9天5板。谱尼测试、 塞力医疗（维权）等4天3板，钧达股份、上海九百3天2板，东方明珠、彤程新材等2连板。 | 代码 | 名称 | 价格 | 涨跌 | 涨幅量 | 换手% 几天几板I2 ... | 成交额 | 成交量 涨停分析 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300141 | 和顺电气 | 17.50 | +2.92 | +20.03% | 24.43% 自板涨停 | 9.547. | 62.23万 | 电网设备+商业 | | 301515 | 港通医疗 | 25.48 | +4.25 | +20.02% | 18.80% 首板涨停 | 2.91 亿 | 12.33万 | 脑机接口+医用 | | 301079 | 部沿液压 | 49.60 | +8 ...

Group 1 - The defense and military industry saw a net inflow of over 18.9 billion yuan, while the computer sector had over 16.9 billion yuan, and machinery equipment received over 10.8 billion yuan in net inflows [2] - Non-bank financials experienced a net outflow of over 6.7 billion yuan, with the metals sector seeing a net outflow of over 5.4 billion yuan [2] - The military industry is expected to stabilize and improve, with a focus on high-end loyal drones and low-cost unmanned aerial vehicles as key development directions [7] Group 2 - The A-share market showed slight fluctuations, with major indices like the Shanghai Composite Index and Shenzhen Component Index experiencing minor declines, while technology growth stocks performed relatively well [4] - The new energy sector, particularly wind power equipment, showed strong performance, with significant increases in stock prices for companies like Goldwind Technology [7] - The global energy transition and the explosion of AI computing power are creating unprecedented opportunities for the new energy sector, with predictions of significant growth in wind power installations in various regions [9]

深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，机构专用席位净买入1.26亿元，深股通 净买入1095.68万元。 乾照光电今日涨停，全天换手率24.83%，成交额63.52亿元，振幅23.18%。龙虎榜数据显示，机构净买 入1.26亿元，深股通净买入1095.68万元，营业部席位合计净买入3.74亿元。 资金流向方面，今日该股主力资金净流入7.28亿元，其中，特大单净流入8.70亿元，大单资金净流出 1.43亿元。近5日主力资金净流入6.57亿元。 乾照光电1月8日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 东吴证券股份有限公司苏州相城大道证券营业部 | 21373.60 | 5.42 | | 买二 | 深股通专用 | 20508.89 | 19413.21 | | 买三 | 国泰海通证券股份有限公司余姚舜水南路证券营业部 | 13260.49 | 407.98 | | 买四 | 机构专用 | 12617.20 | 0.00 | | 买五 | 开源证券股 ...

Market Overview - A-shares showed mixed performance on the 8th, with the Shanghai Composite Index experiencing narrow fluctuations, while the ChiNext Index declined, and the Sci-Tech 50 Index surged [2] - The Shanghai Composite Index closed down 0.07% at 4082.98 points, the Shenzhen Component Index fell 0.51%, and the ChiNext Index dropped 0.82%, whereas the Sci-Tech 50 Index rose 0.82% [2] - Total trading volume in the Shanghai, Shenzhen, and Hong Kong markets was approximately 2.83 trillion yuan, a decrease of about 550 billion yuan from the previous day [2] Commercial Aerospace Sector - The commercial aerospace concept saw a significant surge, with over 3700 stocks in the A-share market closing in the green and more than 110 stocks hitting the daily limit [4] - Notable stocks included Qian Zhao Guang Dian and Pu Ni Test, which quickly reached the daily limit, and Jin Feng Technology achieved three consecutive limit-ups [4] - The sector's growth was attributed to the opening of a large-scale liquid rocket assembly and recovery reuse base project in Hangzhou, marking a significant milestone in China's commercial aerospace industry [6] Controlled Nuclear Fusion Sector - The controlled nuclear fusion concept was notably active, with stocks like Ha Han Hua Tong and Tian Li Composite seeing significant gains, with some stocks hitting the daily limit [8] - Recent breakthroughs in controlled nuclear fusion technology were reported, including the confirmation of the existence of a density-free zone in the Tokamak, which is crucial for high-density operation [10] - The upcoming 2026 Nuclear Fusion Energy Technology and Industry Conference aims to promote collaboration and innovation within the nuclear fusion industry [10] Industrial Software Sector - The industrial software concept experienced a strong rally, with stocks like Han De Information and Bao Xin Software reaching their daily limits [12] - The Ministry of Industry and Information Technology, along with other departments, issued a directive to enhance the development of artificial intelligence in manufacturing, which is expected to boost the industrial software sector [14][15] - The government's focus on industrial software development is anticipated to lead to rapid growth in the sector, with significant investment opportunities emerging [15]

8日，A股走势现分化，沪指盘中窄幅震荡，创业板指弱势下探，科创50指数强势上扬；港股再度下 挫，两大股指均跌超1%。 具体来看，沪指盘中窄幅震荡，尾盘翻绿；科创50指数较为强势，盘中一度大涨近3%。截至收盘，沪 指微跌0.07%报4082.98点，深证成指跌0.51%，创业板指跌0.82%，科创50指数涨0.82%，沪深北三市合 计成交约2.83万亿元，较此前一日减少约550亿元。 全A超3700股飘红， 逾110股涨停。商业航天概念再度爆发，乾照光电（300102）（300102）、谱尼测 试（300887）（300887）等尾盘快速涨停，金风科技（002202）斩获3连板；工业软件概念崛起，宝信 软件（600845）涨停，汉得信息（300170）等大涨；可控核聚变概念活跃，中国核建（601611）、航天 晨光（600501）、派克新材（605123）等涨停；此外，AI产业链股上扬，寒武纪盘中一度涨超6%，全 日成交215.8亿元，位居A股成交额首位。值得注意的是，大金融板块集体回调，华林证券（002945）跌 停，中国平安跌逾4%。 港股方面，"全球大模型第一股"智谱上市首日盘中一度破发，收盘涨逾13%报 ...

Market Overview - A-shares showed mixed performance on the 8th, with the Shanghai Composite Index experiencing narrow fluctuations, while the ChiNext Index declined, and the STAR Market Index surged [1] - The Shanghai Composite Index closed down 0.07% at 4082.98 points, the Shenzhen Component Index fell 0.51%, and the ChiNext Index dropped 0.82%. In contrast, the STAR Market Index rose 0.82% [1] - Total trading volume in the Shanghai, Shenzhen, and Hong Kong markets was approximately 2.83 trillion yuan, a decrease of about 550 billion yuan from the previous day [1] Commercial Aerospace Sector - The commercial aerospace concept saw a significant surge, with over 3700 stocks in the A-share market rising, and more than 110 stocks hitting the daily limit [3] - Notable stocks included Qian Zhao Guang Dian and Pu Ni Test, which quickly reached their daily limit, while Jin Feng Technology achieved three consecutive limit-ups [6] - The sector's growth was attributed to the launch of a large liquid carrier rocket assembly and recovery reuse base project in Hangzhou, marking a significant milestone in China's commercial aerospace development [8] Controlled Nuclear Fusion Sector - The controlled nuclear fusion concept was notably active, with stocks like Ha Han Hua Tong and Tian Li Composite seeing significant gains, with some stocks hitting the daily limit [10] - Recent breakthroughs in controlled nuclear fusion technology were reported, including the confirmation of the existence of a density-free zone in the Tokamak, which is crucial for high-density operation [12] - The upcoming 2026 Nuclear Fusion Energy Technology and Industry Conference aims to promote collaboration and innovation within the nuclear fusion industry [12] Industrial Software Sector - The industrial software concept experienced a strong rally, with stocks like Han De Information and Bao Xin Software reaching their daily limit [14] - The Ministry of Industry and Information Technology, along with other departments, issued a directive to enhance the development of industrial software, indicating a supportive policy environment for the sector [16][17] - The government's focus on upgrading industrial software and related technologies is expected to drive rapid growth in the domestic industrial software industry [17]

格隆汇1月8日｜乾照光电今日20cm涨停，成交额63.52亿元，换手率24.83%，盘后龙虎榜数据显示，深 股通专用席位买入2.05亿元并卖出1.94亿元，1家机构专用席位净买入1.26亿元。 ...

1月8日，沪指窄幅震荡，创业板指盘中跌超1%。从板块来看，商业航天概念集体爆发，和顺电气、邵 阳液压、乾照光电、海兰信、航天宏图、谱尼测试、泰胜风能等7只个股20CM涨停。臻镭科技、信维 通信、新劲刚等个股涨超10%。 消息面上，1月7日上午，箭元科技中大型液体运载火箭总装总测及回收复用基地项目开工仪式在杭州市 钱塘区举行，箭元科技、玻色量子、地卫二、二维超材，四家企业共同签署战略合作协议。这是国内首 个海上回收复用火箭产能基地，也是首个不锈钢火箭超级工厂。 中信建投证券最新研报认为，当前商业航天产业在国家政策支持和产业技术突破共同助力下，有望进入 新纪元。商业航天产业涉及信息化的主要环节包括（1）遥感及其应用；（2）卫星测运控系统；（3） CAE仿真/卫星测试；（4）星际传输处理模块、通信模组、数据处理平台等；新场景扩展层面关注太空 算力。此外，中信建投证券认为当前商业航天发展是国企与民营企业共振周期。 （文章来源：21世纪经济报道） ...

Core Viewpoint - The A-share market experienced slight fluctuations, with technology growth stocks performing relatively well, while various sectors showed mixed results [1][10]. Market Performance - The defense and military, industrial internet, wind power equipment, and short drama gaming sectors saw the highest gains, while financial stocks, engineering machinery, consumer electronics, and non-ferrous metals faced declines [3][12]. - The defense industry attracted over 18.9 billion yuan in net inflows, with the computer sector receiving over 16.9 billion yuan, and machinery equipment over 10.8 billion yuan [3][12]. Future Outlook - According to Yintai Securities, A-share earnings are expected to improve by 2026, with a stabilization and recovery in the overall ROE for non-financial A-shares. The economic "temperature difference" is anticipated to narrow, leading to reduced profit differentiation across sectors [3][12]. - The capital market reforms in 2026 are expected to deepen, with continued policy benefits. There is a recommendation to focus on high-yield long-term opportunities and to pay attention to AI trends and technology growth opportunities [3][12]. Bull Market Insights - According to Cinda Securities, during the early to mid-stages of a bull market, existing institutions and investors will continue to increase their positions, while new retail funds are expected to flow in significantly during the later stages [4][13]. - The defense sector remains strong, with significant buying activity noted near the market close, and several sub-sectors reaching historical highs [4][13]. Sector Highlights - The new energy sector is experiencing robust growth, particularly in wind power equipment, with notable stock performances such as Goldwind Technology and Taisheng Wind Energy reaching their limits [5][14]. - The military industry is expected to stabilize and improve, with a focus on high-end loyal drones and low-cost unmanned systems as key development areas [7][16]. Wind Power Market Potential - The global energy transition and the explosion of AI computing power are creating unprecedented opportunities for the new energy sector. GWEC predicts that the average annual new wind power installations in Asia, Africa, and Latin America will double in the next five years [9][18]. - CITIC Securities anticipates that the wind power industry chain will see simultaneous growth in volume and profit due to stable prices, improving costs, and optimized product and sales structures [9][18].

沪指1月8日下跌0.07%，申万所属行业中，今日上涨的有20个，涨幅居前的行业为国防军工、传媒，涨 幅分别为4.18%、2.00%。电子行业今日上涨0.04%。跌幅居前的行业为非银金融、有色金属，跌幅分别 为2.81%、1.56%。 资金面上看，两市主力资金全天净流出453.04亿元，今日有9个行业主力资金净流入，国防军工行业主 力资金净流入规模居首，该行业今日上涨4.18%，全天净流入资金67.73亿元，其次是计算机行业，日涨 幅为1.27%，净流入资金为39.17亿元。 主力资金净流出的行业有22个，电子行业主力资金净流出规模居首，全天净流出资金171.07亿元，其次 是有色金属行业，净流出资金为106.78亿元，净流出资金较多的还有非银金融、通信、基础化工等行 业。 电子行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002475 | 立讯精密 | -4.15 | 3.30 | -228552.52 | | 601138 | 工业富联 | -2.88 | 0.94 | -17 ...