Core Viewpoint - The A-share market saw a significant rise in photolithography machine concept stocks on January 7, driven by the record high of ASML in the US stock market [1] Group 1: Stock Performance - Highmeng New Materials approached a 20% limit up, while ChipSource increased nearly 18% [1] - Jiaxian Co. rose over 15%, and Anji Technology gained more than 12% [1] - Nanda Optoelectronics and Dinglong Co. saw increases of over 11% and 10%, respectively [1] Group 2: Other Notable Stocks - Pulit, Tongcheng New Materials, Guofeng New Materials, and Changqing Technology all hit a 10% limit up [1] - Kema Technology rose over 9%, and Jinhua New Materials increased by more than 8% [1] - Several other stocks, including Jingrui Electric Materials, saw gains exceeding 6% [1]

【振幅大】 -今日A股共有13只个股振幅超过20%； -惠同新材，天力复合、倍益康等个股振幅居前； 【换手率高】 -今日A股共有46只个股换手率超过30%； -C新广益，雷科防务、C陕旅等个股换手率居前； 【主力资金】 -主力资金今日净流入通信、银行、煤炭等板块，净流出国防军工、计算机、汽车等板块； -航天发展、格林美、北方华创、通宇通讯、南大光电资金净流入规模居前，分别净流入19.33亿元、 12.66亿元、12.57亿元、11.72亿元、8.80亿元； -雷科防务、海格通信、三花智控、立讯精密、东方财富资金净流出规模居前，分别净流出21.09亿元、 19.74亿元、19.26亿元、18.08亿元、17.91亿元。 (本文来自第一财经) ...

Market Overview - The Shanghai Composite Index experienced narrow fluctuations, approaching the 4100-point mark, while the ChiNext Index saw a pullback after a rise. Notable gains were observed in sectors such as photolithography machines and coal, with several stocks hitting the daily limit. The total trading volume reached 2.88 trillion [1]. Key Highlights Photolithography Sector - The photolithography sector saw significant gains, with stocks like Guofeng New Materials and Tongcheng New Materials hitting the daily limit. The catalyst for this surge was the change in shareholder information at Weiyao Industrial, where Shanghai Microelectronics exited and Chip Up Microelectronics became the new sole shareholder, indicating a potential return of related assets to the Shanghai Microelectronics platform [4]. - Analysts believe that the systematic layout of the "02 Special" policy will accelerate the iteration of domestic technology in core areas such as optics and immersion systems, with companies like Shanghai Microelectronics achieving breakthroughs in 90nm ArF models [5]. Domestic Chip Sector - The domestic chip sector also experienced a strong rally, with stocks like Yingxin Development and Youa Shares hitting the daily limit. This surge was catalyzed by a significant rise in U.S. storage companies, with Micron Technology and SanDisk achieving record highs [7]. - According to Huaxing Securities, domestic memory chip manufacturers are expected to accelerate production expansion between 2025 and 2027, indicating rapid growth in China's storage industry and an increase in market share for domestic equipment suppliers [9]. Coal Sector - The coal sector saw a collective rise, with companies like Antai Group and Daya Energy hitting the daily limit. Futures for coking coal and coke also reached their daily limit [10]. - Guohai Securities noted that the supply constraints in the coal mining industry remain unchanged, while demand may fluctuate, suggesting a potential improvement in the supply-demand relationship by 2026, with coal prices expected to stabilize around 750 yuan for thermal coal and 1550 yuan for coking coal [11]. Other Sectors - The commercial aerospace sector remained active, with stocks like Leike Defense achieving multiple consecutive gains. The storage and robotics sectors also showed positive performance, while the brain-computer interface and lithium battery sectors faced declines [12].

| 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | | 深股通专用 | 722次 48.61% (7) | 40251.83 | 3.86% | | 2 | Casimoney.Com 机构专用 | 1697次 42.60% | 19460.68 | 1.87% | | 3 | 国泰海通证券股份有限公司上海松江区中山东路证券营业部 | 78次 52.56% | 13312.42 | 1.28% | | 4 | 机构专用 | 1697次 42.60% | 12425.81 | 1.19% | | 5 | 机构专用 | 1697次 42.60% | 11451.80 | 1.10% | | 序号 | 交易营业部名称 | | | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | --- | | 1 深股通专用 | | 722次 48.61% | | 2 | 40251.83 | 3.86% | | 2 机构专用 | | | 1697次 42.60% | | ...

Group 1 - The photolithography concept sector saw a significant increase of 6.05%, leading the gains among concept sectors, with 68 stocks rising, including notable gainers such as Gao Meng New Materials and Huarong Chemical, which hit the 20% limit up [1][2] - Major stocks in the photolithography sector that performed well include Jiaxian Co., Anji Technology, and Xingfu Electronics, with increases of 25.68%, 18.86%, and 15.65% respectively [1] - The sector experienced a net inflow of 2.838 billion yuan from main funds, with 47 stocks receiving net inflows, and 11 stocks exceeding 100 million yuan in net inflows, led by Nanda Optoelectronics with 871 million yuan [2][3] Group 2 - The top three stocks by net inflow ratio in the photolithography sector were Guofeng New Materials, Tongcheng New Materials, and Huarong Chemical, with ratios of 51.43%, 31.09%, and 27.94% respectively [3] - Nanda Optoelectronics had a trading volume of 87.11 million yuan and a turnover rate of 29.92%, while Guofeng New Materials had a turnover rate of 7.56% with a net inflow of 432.29 million yuan [3][4] - Other notable stocks included Gao Meng New Materials with a 20.03% increase and a net inflow of 366.26 million yuan, and Yake Technology with an 8.05% increase and a net inflow of 25.42 million yuan [3][4]

Group 1 - Nanda Optoelectronics experienced a trading halt with a daily increase of 20.00%, achieving a turnover rate of 29.92% and a transaction volume of 10.428 billion yuan, with a price fluctuation of 12.33% [2] - Institutional investors net bought 116 million yuan, while the Shenzhen Stock Connect recorded a net purchase of 186 million yuan, with a total net buying from brokerage seats amounting to 38.6021 million yuan [2] - The top five brokerage seats accounted for a total transaction volume of 1.602 billion yuan, with a net buying of 342 million yuan, where the buying amount was 972 million yuan and the selling amount was 630 million yuan [2] Group 2 - The latest margin trading data shows that the total margin balance for Nanda Optoelectronics is 2.373 billion yuan, with a financing balance of 2.353 billion yuan and a securities lending balance of 19.1999 million yuan [3] - Over the past five days, the financing balance decreased by 39.7373 million yuan, representing a decline of 1.66%, while the securities lending balance decreased by 439,300 yuan, a decline of 2.24% [3] - Detailed trading information indicates that the top buying and selling brokerage seats include the Shenzhen Stock Connect and several institutional seats, with significant buy and sell amounts recorded [4]

Core Viewpoint - The National Big Fund's stock concept rose by 2.84%, ranking fifth among concept sectors, with 35 stocks increasing in value, led by Nanda Optoelectronics which hit a 20% limit up [1] Group 1: Stock Performance - Nanda Optoelectronics achieved a 20% limit up, while Xinfeng Electronics, Changchuan Technology, and Jingrui Electronic Materials saw increases of 15.65%, 13.09%, and 9.85% respectively [1] - The stocks with the largest declines included Shengke Communication, Guoke Micro, and Yandong Micro, which fell by 7.53%, 7.46%, and 2.25% respectively [1] Group 2: Concept Sector Performance - The top-performing concept sectors included Photoresist with a 6.05% increase, Storage Chips at 3.30%, and Lithography Machines also at 3.30% [2] - The National Big Fund's stock concept was noted for a 2.84% increase, with significant contributions from other sectors like Advanced Packaging and Controlled Nuclear Fusion, which rose by 2.54% and 2.53% respectively [2] Group 3: Capital Inflow - The National Big Fund's stock concept saw a net inflow of 1.728 billion yuan, with 25 stocks receiving net inflows, and 12 stocks exceeding 100 million yuan in net inflow [2] - The leading stock in terms of net inflow was Northern Huachuang, which attracted 1.385 billion yuan, followed by Nanda Optoelectronics and Changchuan Technology with net inflows of 871 million yuan and 671 million yuan respectively [2] Group 4: Capital Inflow Ratios - Northern Huachuang, Xinfeng Electronics, and Changchuan Technology had the highest net inflow ratios at 15.28%, 11.31%, and 9.42% respectively [3] - The data indicates a strong interest from major funds in these stocks, reflecting positive market sentiment towards the National Big Fund's holdings [3]

Market Overview - A-shares experienced a strong rise, with the Shanghai Composite Index approaching 4100 points, marking a 10-year high, before retreating in the afternoon [1][3] - The total trading volume in the Shanghai and Shenzhen markets reached approximately 2.88 trillion yuan, an increase of nearly 50 billion yuan compared to the previous day [3] Semiconductor Sector - The semiconductor industry saw significant gains, with stocks in the photolithography, storage chip, and advanced packaging segments collectively surging [4][5] - Notable stocks included Nanda Optoelectronics and Chip Source Microelectronics, both hitting the daily limit of 20% increase, while Anji Technology rose nearly 19% [5][7] - The semiconductor sector is driven by rising prices across the supply chain, sustained AI demand, and the strengthening of domestic substitution logic [7] Coal Sector - The coal sector experienced a substantial rise, with companies like Dayou Energy and Shaanxi Black Cat hitting the daily limit, and Zhengzhou Coal Electric rising over 8% [9][11] - Futures for coking coal and coke saw limit-up increases, driven by expected heating demand due to colder temperatures in the eastern and central regions post-New Year [11] - Analysts suggest that the coal market is expected to stabilize, with a tight supply-demand balance anticipated over the next 3-5 years, making quality coal companies attractive investments [11] Rare Earth Sector - The rare earth sector showed strong performance, with stocks like Fangbang Co. and Zhongke Magnetic Materials rising over 12% and 7% respectively [13][15] - Analysts indicate that supply in the rare earth segment is gradually recovering, but market circulation remains tight, supporting stable prices [15]

截至1月7日收盘，中芯国际概念上涨3.00%，位居概念板块涨幅第4，板块内，58股上涨，芯源微、南 大光电等20%涨停，彤程新材涨停，安集科技、兴福电子、先锋精科等涨幅居前，分别上涨18.86%、 15.65%、13.83%。跌幅居前的有凯德石英、多氟多、创元科技等，分别下跌5.04%、4.01%、3.82%。 资金流入比率方面，彤程新材、北方华创、兴福电子等流入比率居前，主力资金净流入率分别为 31.09%、15.28%、11.31%。 中芯国际概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002371 | 北方华 创 | 6.06 | 2.44 | 138450.13 | 15.28 | | 300346 | 南大光 电 | 20.00 | 29.92 | 87109.30 | 8.35 | | 002409 | 雅克科 技 | 8.05 | 13.73 | 25421.71 | 6.60 | | ...

每经AI快讯，1月7日，南大光电（300346）今日20cm涨停，成交额104.28亿元，换手率29.92%，盘后 龙虎榜数据显示，深股通专用席位买入4.03亿元并卖出2.16亿元，3家机构专用席位净买入1.16亿元。 ...