1月7日A股指数分化，科创50涨0.99%领涨，创业板指微涨0.31%，沪指、深成指微涨不足0.1%，沪深300跌 0.29%。沪深两市成交额2.85万亿元，较前一日放量约476亿元。个股跌多涨少（3003只下跌，2078只上涨）， 大盘主力资金净流出633.24亿元，煤炭、小金属等板块获主力净流入居前，汽车零部件、软件开发板块净流出最 多。 今日，A股十大人气热股如下：金风科技、雷科防务、雪人集团、岩山科技、航天发展、南大光电、通宇通讯、 国风新材、利欧股份、普利特。 | 热度排名 | 人气个股 | 热度值 | 所属概念 | 热度标签 | | --- | --- | --- | --- | --- | | I | 金风科技 | 9.75 | 商业航天, 海工装备 | 持续上榜 | | 2 | 雷科防务 | 9. 25 | 军工信息化 太亦么, | 6天6板 | | 3 | 雪人集团 | 8.5 | 可控核聚变,核电 | 首板涨停 | | র্ব | 岩山科技 | 8. 25 | AI PC, 多模态AI | 3天3板 | | 5 | 航天发展 | 7.75 | 军工信息化, 商业航天 | 持续上榜 | | ...

Core Viewpoint - The semiconductor photoresist concept stocks opened high, with Guofeng New Materials and Pulit reaching the daily limit, while Huate Gas, Tongcheng New Materials, Anda Intelligent, and Nanda Optoelectronics also saw gains [1] Group 1 - Guofeng New Materials and Pulit both hit the daily limit, indicating strong investor interest and confidence in the photoresist sector [1] - Huate Gas, Tongcheng New Materials, Anda Intelligent, and Nanda Optoelectronics experienced upward movement, reflecting a broader positive sentiment in the industry [1]

| | | 1月7日收盘价创历史新高股涨幅排名 | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 收盘价 (元) | 日涨幅 (%) | 行业 | | 301079 | 邵阳液压 | 41.33 | 20.01 | 机械设备 | | 301363 | 美好医疗 | 41.56 | 20.01 | 医药生物 | | 688125 | 安达智能 | 170.08 | 20.00 | 机械设备 | | 688548 | 广钢气体 | 18.12 | 20.00 | 电子 | | 688710 | 益港題 | 55.31 | 20.00 | 医药生物 | | 301213 | 观想科技 | 82.86 | 20.00 | 国防车 | | 688037 | 芯濃微 | 190.79 | 20.00 | 电子 | | 300346 | 南大光电 | 55.19 | 20.00 | 电子 | | 688019 | 安集科技 | 278.39 | 18.86 | 电子 | | 920751 | 惠同新材 | 25.69 | 16.83 | 有色金屋 | | 688282 | ...

1月7日，上证指数上涨0.05%，深证成指上涨0.06%，创业板指上涨0.31%。盘后龙虎榜数据显示，共有52只个股 因当日异动登上龙虎榜，资金净流入最多的是通宇通讯（002792.SZ），达4.04亿元。 | 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 | | | | 通宇通讯 | 10.01% | 40394 | 7.35% | 31.92% | 主力做T，成功率3 | | | | | | | 8.71% | | 南大光电 | 20% | 34156 | 3.28% | 29.92% | 3家机构买入,成功 | | | | | | | 率46.60% | | 中国一直 | 10.1% | 19221 | 24.48% | 2.65% | 买一主买,成功率5 | | | | | | | 1.62% | | 邵阳液压 | 20.01% | 166664 | 12.97% | 48.99% | 2家机构买入,成功 | | | | | | | 率49.44% | | 雪人集 ...

Market Overview - The Shanghai Composite Index rose by 0.05% on January 7, with 17 out of the 28 sectors experiencing gains, led by the comprehensive and coal sectors, which increased by 3.86% and 2.47% respectively [1] - The electronic sector ranked third in terms of gains, with a rise of 1.25% [2] - The oil and petrochemical and non-bank financial sectors were the biggest losers, declining by 1.73% and 1.13% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 54.336 billion yuan, with only four sectors seeing net inflows [1] - The telecommunications sector had the highest net inflow, amounting to 4.752 billion yuan, while the coal sector followed with an inflow of 1.870 billion yuan [1] - The defense and military industry experienced the largest net outflow, totaling 11.625 billion yuan, followed by the computer sector with an outflow of 8.122 billion yuan [1] Electronic Sector Performance - Within the electronic sector, 476 stocks were tracked, with 283 stocks rising and 183 stocks falling [2] - The top three stocks with the highest net inflow were Northern Huachuang (1.385 billion yuan), Nanda Optoelectronics (871 million yuan), and Changchuan Technology (671 million yuan) [2] - Conversely, the stocks with the highest net outflow included Luxshare Precision (-1.765 billion yuan), Shenghong Technology (-1.216 billion yuan), and Industrial Fulian (-898 million yuan) [3] Notable Stocks in Electronic Sector - The electronic sector's top gainers included Northern Huachuang (6.06%), Nanda Optoelectronics (20.00%), and Changchuan Technology (13.09%) [2] - The stocks with significant losses included Luxshare Precision (-2.82%), Shenghong Technology (-2.12%), and Industrial Fulian (-1.41%) [3]

Group 1: Market Overview - The A-share market experienced slight fluctuations on January 7, with the Shanghai Composite Index showing resilience by closing in the green, marking a rare occurrence of 14 consecutive bullish candles [1][3] - The overall market saw a moderate increase in trading volume, reaching 2.88 trillion yuan, with a higher number of declining stocks compared to advancing ones [1][3] Group 2: Sector Performance - The chip and fishery sectors showed significant activity, with the fishery index surging over 4% and stocks like Zhongshui Fishery (000798) hitting the daily limit [3][4] - Other active sectors included hotels and restaurants, while oil and gas extraction, aerospace equipment, and brain engineering faced declines [3] Group 3: Fund Flows - Major inflows were observed in the power and machinery sectors, with over 90 billion yuan in net inflows, while the computer sector saw a net outflow exceeding 40 billion yuan [3] - The market sentiment is influenced by expectations of credit expansion and policy support, particularly benefiting new economic forces in advanced manufacturing and overseas enterprises [3][4] Group 4: Regulatory Impact - The Chinese Ministry of Commerce announced strict export controls on dual-use items to Japan, which may impact the seafood market dynamics, as Japan is a significant export destination for Chinese seafood [6] - The announcement reflects ongoing geopolitical tensions and could lead to increased domestic demand for Chinese seafood products [6] Group 5: Chip Sector Insights - The chip sector has continued to strengthen, with multiple stocks hitting daily limits, driven by a severe shortage of memory chips reported by Samsung [7] - The trend towards supply chain security and domestic control is expected to persist, with advancements in chip technology and production processes being critical for future growth [7]

A股复盘 | 暴阳 / 2026.01.07 惊心动魄的一天，跳水—拉起来—再跳水—再拉起来，艰难守住14连阳！ 不过中信证券尾盘卖一又出现了超14.5亿元巨额压单， 村里又来指导"慢牛"了！ 这已经是中信证券近四个月内出现的第三次类似情况。此前在2025年9月17日和10月24日收盘集合竞价，中信证券曾分别出现超30亿和10 亿元压单。 有观点认为，在近期沪指突破4000点关键心理关口时，中信证券作为券商龙头和重要权重股，这种大部分挂单并未成交的大额卖单，可能意 在释放"上涨有阻力"的信号，引导市场情绪不过热，符合"慢牛"的调控思路。 | | | 中信证券尾盘出现大额卖单情况统计 | | | | | --- | --- | --- | --- | --- | --- | | 日期 | 医申金额 | 最终成交 | 当日涨跌幅 | 当日沪指涨跌幅 | 次日沪指涨跌幅 | | 2026/1/7 | 超14.5亿元 | 约1.02亿元 | -2. 29% | 0. 05% | | | 2025/10/24 | 超10亿元 | 约0.7亿元 | 1. 19% | 0.71% | 1. 18% | | 2025/9/1 ...

Core Viewpoint - The Shanghai Composite Index closed at 4085.77 points, up by 0.05% on January 7, with 75 stocks listed on the daily trading leaderboard [1]. Group 1: Stock Performance - Notable stocks with significant gains include: - Nanda Optoelectronics, up 20.00% with a trading volume of 1.33 billion and a net buy of 3.81 billion [2] - China First Heavy Industries, up 10.10% with a net buy of 1.20 billion [2] - Yiyuan Media, up 10.02% with a net buy of 678.86 million [2] - Chip Source Microelectronics, up 20.00% with a net buy of 604.04 million [2] - Other stocks with notable performance include: - Wangzi New Materials, up 5.95% with a net buy of 1.54 billion [2] - Innovation Medical, up 9.99% with a net buy of 545.46 million [2] Group 2: Capital Inflows - Major net buying by trading desks includes: - Guotai Junan Securities, Beijing Zhichun Road, with a net buy of 403.42 million [3] - Guotai Junan Securities, Shanghai Songjiang District, with a net buy of 380.92 million [3] - Shanghai Stock Connect, with a net buy of 351.52 million [3] - Other significant net buying includes: - Goldman Sachs (China) Securities, Shanghai Pudong New Area, with a net buy of 314.91 million [3] - Kaiyuan Securities, Xi'an West Street, with a net buy of 302.62 million [3]

Market Overview - The A-share market saw a slight increase on January 7, with the Shanghai Composite Index achieving a 14-day consecutive rise, closing up 0.05% at 4085.77 points. The Shenzhen Component Index rose 0.06% to 14030.56 points, while the ChiNext Index increased by 0.31% to 3329.69 points. The total trading volume in the Shanghai and Shenzhen markets reached 2.85 trillion yuan, an increase of 476 billion yuan compared to the previous trading day, marking the second consecutive day of trading volume exceeding 2.8 trillion yuan [1]. Sector Performance - The commercial aerospace sector was notably active, with over ten stocks hitting the daily limit, including Lushin Investment with 7 limit-ups in 9 days and Leike Defense with 6 consecutive limit-ups. The coal sector also saw significant gains, with Dayou Energy and Shaanxi Black Cat hitting the limit. Semiconductor equipment stocks continued their strong performance, with Zhongwei Company and Beifang Huachuang reaching historical highs. The photoresist concept stocks were active, with Guofeng New Materials achieving 2 limit-ups in 3 days, and Nanda Optoelectronics and Tongcheng New Materials hitting the limit. The controllable nuclear fusion concept showed strength, with China First Heavy Industries and China Nuclear Engineering hitting the limit [1]. Limit-Up Stocks - A total of 80 stocks (excluding ST and delisted stocks) hit the daily limit, with 23 stocks achieving consecutive limit-ups. The limit-up rate was 64%, with notable stocks including Shengtong Energy with 14 consecutive limit-ups, Fenglong Co. with 9 consecutive limit-ups, and Youbang Ceiling with 5 consecutive limit-ups. The commercial aerospace concept stocks such as Lushin Investment and Leike Defense were highlighted for their strong performance [1].

沪深股通今日合计成交3268.59亿，其中紫金矿业和宁德时代分居沪股通和深股通个股成交额首位。板块主力资金方面， 通信板块主力 资金净流入居首 。ETF成交方面，港股通创新药ETF（5208 80）成交额环比增长130%。 龙虎榜方面，金风科技尾盘涨停晋级2连板，获两家一线游资（国泰海通证券宜昌沿江大道、国泰海通证券上海江苏路）分别买入1.09 亿、1.5 2亿，而两家机构卖出4.06亿。光刻胶概念股南大光电强势20cm涨停，获三家机构买入1.16亿，同时一家一线游资（国泰海通 证券上海中山东路）买入1.33亿，深股通买入1.8 6亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1508. 92亿，深股通总成交金额为1759 .67亿。 | | 沖殿運（ | 1月7日 | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 601899 | 器等处,不 | 35.58 | | 2 | 603986 | 兆易创新 | 27.13 | | 3 | 601138 | 工业富联 | 17.33 | | 4 | 688256 | 寒武纪 ...