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 ...

从资金流向上来看，当日光学光电子板块主力资金净流入2.48亿元，游资资金净流出5.31亿元，散户资金 净流入2.83亿元。光学光电子板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300102 乾照光电 | | 7.20亿 | 11.33% | -3.83 Z | -6.02% | -3.37 Z | -5.31% | | 301183 | 东田微 | 2.68 乙 | 13.67% | -5418.40万 | -2.76% | -2.14 Z | -10.91% | | 600552 凯盛科技 | | 1.06亿 | 8.50% | -4155.44万 | -3.34% | -6429.28万 | -5.17% | | 603703 盛洋科技 | | 9108.37万 | 37.13% | -4981.91万 | -20.31% | -4126.47万 | -16.82% | | 0000 ...

每经AI快讯，1月8日，乾照光电（300102）今日涨停，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。 ...

每经AI快讯，1月8日，乾照光电今日涨停，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。 （文章来源：每日经济新闻） ...

乾照光电今日20%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。 ...

乾照光电今日20%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。 | 买 卖 | 会员营业部名称 | 买入金额 | 菜田手题 | | --- | --- | --- | --- | | | | (元) | (元) | | 买1 | 东吴证券股份有限公司苏州相城大道证 券营业部 | 213,736,032 | 54,160 | | 买2 | 深股通专用 | 205.088.901 | 194,132,103 | | 第3 | 国泰海通证券股份有限公司余姚舜水南 路证券营业部 | 132,604,936 | 4,079,796 | | 24 | 机构专用 | 126,172,039 | 0 | | જુર | 开源证券股份有限公司徐州分公司 | 87,293,575 | 58,746 | | 卖1 | 深股通专用 | 205,088,901 | 194,132,103 | | 卖2 | 中国银河证券股份有限公司绍兴证券营 业部 | 30,289,452 | 81,340,464 | | 卖3 | 东方财富 ...

01月08日消息，截止14:35，砷化镓板块强势，海特高新涨停，乾照光电、云南锗业、亚光科技等个股 涨幅居前。 责任编辑：小浪快报 ...

1月8日，乾照光电盘中上涨2.00%，截至10:01，报26.51元/股，成交9.74亿元，换手率4.09%，总市值 243.98亿元。 资金流向方面，主力资金净流入2362.05万元，特大单买入1.11亿元，占比11.37%，卖出5725.40万元， 占比5.88%；大单买入1.94亿元，占比19.95%，卖出2.24亿元，占比23.02%。 乾照光电所属申万行业为：电子-光学光电子-LED。所属概念板块包括：巨量转移概念、光通信、 MLED、植物照明、氮化镓等。 截至11月10日，乾照光电股东户数7.22万，较上期增加28.47%；人均流通股12686股，较上期减少 22.16%。2025年1月-9月，乾照光电实现营业收入27.50亿元，同比增长46.36%；归母净利润8794.97万 元，同比增长80.17%。 分红方面，乾照光电A股上市后累计派现4.08亿元。近三年，累计派现4136.03万元。 机构持仓方面，截止2025年9月30日，乾照光电十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股1586.76万股，为新进股东。南方中证1000ETF（512100）退出十大流通股东之列。 责任 ...