沪指1月26日下跌0.09%，申万所属行业中，今日上涨的有10个，涨幅居前的行业为有色金属、石油石 化，涨幅分别为4.57%、3.18%。跌幅居前的行业为国防军工、汽车，跌幅分别为4.47%、2.31%。电子 行业今日下跌2.24%。 资金面上看，两市主力资金全天净流出1143.17亿元，今日有6个行业主力资金净流入，非银金融行业主 力资金净流入规模居首，该行业今日上涨0.79%，全天净流入资金34.93亿元，其次是医药生物行业，日 涨幅为0.29%，净流入资金为28.39亿元。 主力资金净流出的行业有25个，电子行业主力资金净流出规模居首，全天净流出资金277.21亿元，其次 是电力设备行业，净流出资金为203.06亿元，净流出资金较多的还有国防军工、机械设备、汽车等行 业。 电子行业今日下跌2.24%，全天主力资金净流出277.21亿元，该行业所属的个股共476只，今日上涨的有 68只；下跌的有405只，跌停的有5只。以资金流向数据进行统计，该行业资金净流入的个股有115只， 其中，净流入资金超亿元的有15只，净流入资金居首的是澜起科技，今日净流入资金6.88亿元，紧随其 后的是香农芯创、沃尔核材，净流入 ...

| 宁德时代 | -1.43 | -10.26亿元 | 电池 | | --- | --- | --- | --- | | 中国卫通 | -10 | -9.71亿元 | 通信服多 | | 蓝色光标 | 0.92 | -9.28亿元 | 文化传媒 | | 中国长城 | -5.8 | -9.07亿元 | 计算机设 | | 乾照光电 | 8.55 | -8.97亿元 | 光学光电 | | 捷佳伟创 | -1.86 | -8.90亿元 | 光伏设备 | | 航天发展 | -9.99 | -8.86亿元 | 通信设管 | | 铜陵有色 | 10.06 | -7.96亿元 | 有色金属 | | 岩山科技 | -5.04 | -7.68亿元 | 互联网服 | *数据仅供参考，不构成投资建议 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行 | | --- | --- | --- | --- | | 航天电子 | -9.98 | -38.16亿元 | 航天航空 | | 中国卫星 | -10 | -25.95亿元 | 航天航空 | | 信维通信 | -10.05 | -18.59亿元 | 消费电子 | | 三花智控 ...

Core Viewpoint - The LCP-FCCL industry is transitioning from "usable" to "stable mass production," with a focus on addressing production pain points such as film thickness consistency, dielectric stability, and moisture absorption control [2][4]. Industry Development Status - The core of LCP-FCCL lies in the matching of LCP film, adhesive systems, and copper foil processes, with current challenges in achieving consistent production quality and performance [2]. - The demand for LCP-FCCL is driven by high-frequency, low-loss, and moisture-resistant characteristics, particularly in applications like 5G antennas and RF modules [3]. - Key bottlenecks include lamination, drilling, and reliability validation, with the industry facing challenges in achieving stable and cost-effective production [4]. Market Dynamics - The high-end market is primarily driven by leading companies, with domestic alternatives accelerating but showing clear segmentation [5]. - The industry is shifting from a "performance-first" approach to a "comprehensive cost-first" strategy, as LCP-FCCL prices remain higher than mainstream PI systems [6]. Development Trends - The demand for high-frequency applications continues to grow, with LCP-FCCL expected to penetrate more into high-frequency interconnects and antenna arrays due to its advantageous properties [7]. - The trend towards ultra-thin and lightweight designs is evolving, with a focus on reducing copper and film thickness while maintaining signal integrity [8]. - Material system iterations are underway to enhance low-loss bonding and surface treatment, improving thermal reliability and chemical resistance [10]. Domestic Market Insights - The domestic market for LCP-FCCL is rapidly evolving, with significant growth expected in China, which is projected to account for 54.03% of the global market by 2031 [14]. - The electronic communication sector is the largest consumer of LCP-FCCL, with a market share of approximately 69.06% in 2024 [15]. Competitive Landscape - Major global players in the LCP-FCCL market include Kurary, Panasonic, and Murata, with the first tier holding about 49% of the market share [17]. - The industry is witnessing increased competition as more companies enter the field, driven by the growing demand for high-frequency communication materials [17]. Industry Opportunities - The upgrade in high-frequency communication technologies such as 5G and satellite communication is creating a strong demand for LCP-FCCL materials [18]. - The automotive sector is also experiencing rapid growth in LCP-FCCL applications due to the increasing need for high-speed data links and radar systems [18]. - The trend towards terminal miniaturization and high integration is pushing the adoption of LCP-FCCL in various devices [19]. Supply Chain and Cost Considerations - The maturation of the supply chain and expected cost reductions are anticipated to enhance market stability and expand opportunities for LCP-FCCL [21].

1月26日，信维通信跌5.67%，截至发稿，报88.20元/股，成交21.37亿元，换手率2.92%，总市值853.40 亿元。 截至发稿，马姝丽累计任职时间3年149天，现任基金资产总规模4908.9万元，任职期间最佳基金回报 29.02%， 任职期间最差基金回报-31.16%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，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。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，中邮基金旗下1只基金重仓信维通信。中邮价值精选混合A（009488）四季度持有股数4万 股，占基金净值比例为5.05%，位居第三大重仓股。根据测算，今日浮亏损失约21.2万元。 中邮价值精选混合A（009488）成立日期2020年6月24日，最新规模2885.76万。今年以来收益11.93%， 同类排名 ...

A股1月23日共有3767只个股获融资资金买入，有676股买入金额超亿元。其中，中际旭创、新易盛、信 维通信融资买入金额排名前三，分别获买入36.03亿元、27.11亿元、26.4亿元。 从融资买入额占当日总成交金额比重来看，有3只个股融资买入额占比超30%。其中顺发恒能、赛微微 电、劲嘉股份（维权）融资买入额占成交额比重排名前三，分别为32.58%、30.44%、30.14%。 从融资净买入金额来看，有49只个股获融资净买入超亿元。其中，新易盛、中国平安、信维通信融资净 买入金额排名前三，分别获净买入5.7亿元、5.57亿元、5.49亿元。 MACD金叉信号形成，这些股涨势不错！ (本文来自第一财经) ...

Market Overview - The Shanghai Composite Index closed at 4136.16 points, up 0.33%, with a trading volume of 1.3369 trillion yuan. The Shenzhen Component Index rose 0.79% to 14439.66 points, with a trading volume of 1.7484 trillion yuan. The ChiNext Index increased by 0.63% to 3349.50 points, with a trading volume of 822.63 billion yuan. The STAR Market 50 Index closed at 1553.71 points, up 0.78%, with a trading volume of 110.8 billion yuan. The total trading volume of both markets was 3.0853 trillion yuan, an increase of 393.5 billion yuan compared to the previous trading day [1]. Sector Performance - The market saw more sectors gaining than losing, with notable increases in power equipment, non-ferrous metals, precious metals, defense and military, steel, media, computer, environmental protection, and textile and apparel sectors. Concepts such as perovskite batteries, commercial aerospace, satellite internet, sapphire, lithium mining, cultivated diamonds, small metals, gold, and interactive short dramas were particularly active. In contrast, sectors like communication, insurance, banking, coal, and home appliances experienced declines [1]. Individual Stock Performance - A total of 3707 stocks rose, while 1336 stocks fell, with 134 stocks remaining flat and 6 stocks suspended. Excluding newly listed stocks, there were 120 stocks hitting the daily limit up and 2 stocks hitting the limit down [2]. - Among the stocks that hit the daily limit up, 23 stocks had consecutive limit-up days of 2 or more, with Fenglong Co., Ltd. leading with 18 consecutive limit-ups [3]. Capital Flow - The net capital outflow from the two markets was 4.167 billion yuan, with the ChiNext seeing a net inflow of 1.515 billion yuan. The CSI 300 index experienced a net outflow of 1.005 billion yuan, while the STAR Market saw a net outflow of 3.171 billion yuan. Out of 31 sectors, 13 sectors had net capital inflows, with the power equipment sector leading with a net inflow of 8.977 billion yuan [4][6]. - The top sectors with net inflows included non-ferrous metals (4.552 billion yuan), media (2.173 billion yuan), and defense and military (2.157 billion yuan). Conversely, the communication sector had the highest net outflow of 7.992 billion yuan, followed by electronics (6.350 billion yuan) and machinery (5.077 billion yuan) [4][6]. Notable Stocks - 191 stocks had net capital inflows exceeding 1 billion yuan, with Jin Feng Technology receiving the highest net inflow of 1.861 billion yuan. Other notable stocks included Lens Technology (1.594 billion yuan), Qian Zhao Optoelectronics (1.267 billion yuan), and Xian Dao Intelligent (1.217 billion yuan) [7][8]. - Conversely, 116 stocks experienced net capital outflows exceeding 1 billion yuan, with Xin Yi Sheng leading with a net outflow of 3.471 billion yuan, followed by Zhong Ji Xu Chuang (3.103 billion yuan) and Li Ou Shares (2.604 billion yuan) [10][11]. Institutional Activity - Institutional investors had a net selling of approximately 1.02 billion yuan, with 22 stocks seeing net purchases and 14 stocks net sales. Jin Feng Technology was the most purchased stock by institutions, with a net purchase amount of approximately 266 million yuan [13][14].

证券之星消息，1月23日消费电子板块较上一交易日下跌0.27%，科森科技领跌。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。消费电子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) | | | --- | --- | --- | --- | --- | --- | --- | | 300136 | 信维通信 | 93.50 | 15.43% | 198.58万 | | 177.09亿 | | 300433 | 蓝思科技 | 42.60 | 14.95% | 272.35万 | | 110.12亿 | | 002993 | 奧海科技 | 53.33 | 10.00% | 11.02万 | | 5.65 Z | | 300857 | 协创数据 | 213.22 | 7.11% | 19.89万 | | 41.30亿 | | 002426 | 胜利精密 | 4.61 | 6.71% | 317.99万 | | 14.40亿 | | 301067 | 显盈科技 | 37.35 | 5.93% | 7.83万 | ...

Group 1 - The main stocks with significant capital inflow as of January 23 include Longi Green Energy (2.692 billion), Aerospace Electronics (1.886 billion), and Goldwind Technology (1.832 billion) [1] - Longi Green Energy experienced a price increase of 10.01% with a capital inflow of 2.692 billion [2] - Aerospace Electronics and China Satellite both saw a price increase of 10% with capital inflows of 1.886 billion and 1.483 billion respectively [2][3] Group 2 - Jin Feng Technology had a price increase of 10% and a capital inflow of 1.832 billion, indicating strong investor interest in wind energy equipment [2] - The stock of 乾照光电 (Qianzhao Optoelectronics) surged by 20.01% with a capital inflow of 1.270 billion, highlighting its performance in the optical and optoelectronic sector [2] - Other notable stocks include Yunnan Zhiye (5.27 billion) and Han's Information (5.05 billion), both showing positive capital inflows and price increases [3]

据天眼查APP显示，深圳市信维通信股份有限公司成立于2006年04月27日，注册资本96756.8638万人民 币。（数据宝） （文章来源：证券时报网） 数据宝统计，截至14:09，信维通信成交额149.95亿元，超上一日全天。最新股价上涨12.94%，换手率 20.55%。上一交易日该股全天成交额为149.49亿元。 ...

01月23日消息，截止11:15，卫星互联网板块强势，烽火通信、通宇通讯涨停，信维通信、航天电子、 天银机电、久之洋、三维通信、中国卫通、普天科技、中国卫星等个股涨幅居前。 责任编辑：小浪快报 ...