Core Viewpoint - The A-share market's photolithography machine sector shows strong performance, with several companies experiencing significant stock price increases [1] Group 1: Company Performance - Tongcheng New Materials and Pulit both reached the daily limit increase in stock price [1] - Woge Optoelectronics and Huate Gas both rose over 6% [1] - Aerospace Intelligent Manufacturing increased by over 5% [1] - Changqing Technology, Guofeng New Materials, Antai Technology, and Jushi Chemical all saw stock price increases of over 4% [1] - Nanda Optoelectronics experienced a rise of over 3% [1]

二、国产替代加速：政策与资本助力自主可控，据东吴证券预测，2025年半导体设备国产化率有可能提升至22%，其中刻蚀、清洗、CMP等环节均 已实现阶段性突破。 三、资本与政策支持：近期国家大基金增持晶圆厂龙头、龙头设备企业并购整合、国产存储龙头IPO等事件亦接连不断，均释放出半导体产业链自 主可控进程全面加速的信号。 1月8日，上证指数微涨录得14连阳，半导体设备板块强势领涨市场。北方华创、中微公司、拓荆科技、长川科技等头部设备厂商均创下历史新高， 光刻胶概念南大光电强势涨停。对以上个股重仓覆盖的半导体设备ETF（561980）全天大涨超6%，最新规模28.82亿元，规模、净值均创上市以来 新高！ | 半导体设备ETF | | | | --- | --- | --- | | 561980.SH | | | | 卧车收 2.219 2.354 | 开盘 | 2.262 | | 流通盘 12.4亿 6.08% +0.135 | 流通值 | 29.2亿 | | 最 高 2.360 成交量 158.45万 | 换手率 | 12.78% | | 最 低 2.261 成交额 3.66亿 | 均 价 | 2.310 | | ...

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]

Market Overview - The three major A-share indices experienced a slight increase on January 7, with total trading volume in the Shanghai and Shenzhen markets reaching 2.88 trillion yuan, an increase of over 49 billion yuan compared to the previous day [1] - More than 2,100 stocks closed higher, with notable gains in sectors such as storage chips, state-owned capital holdings, and advanced packaging [1] Historical Highs - A total of 99 stocks reached their historical closing highs, excluding newly listed stocks from the past year. The electronics, machinery equipment, and non-ferrous metals sectors had the highest concentration of stocks hitting new highs, with 27, 13, and 11 stocks respectively [1] - The average increase for stocks that reached historical highs was 7.25%, with stocks like Shaoyang Hydraulic, Meihua Medical, and Nanda Optoelectronics hitting the daily limit [1] Top Gainers - The top gainers among stocks that reached historical highs included: - Shaoyang Hydraulic (41.33 yuan, +20.01%) - Meihua Medical (41.56 yuan, +20.01%) - Andar Intelligent (170.08 yuan, +20.00%) - Nanda Optoelectronics (55.19 yuan, +20.00%) [2] Institutional Activity - In the market, 17 stocks were net bought by institutions, with five stocks seeing net purchases exceeding 1 billion yuan. Notably, Sanbo Brain Science and Shunhao Co. received over 2 billion yuan in net purchases [2] - Conversely, Jin Feng Technology faced the highest net sell-off by institutions, amounting to over 400 million yuan, followed by Meihua Medical and Chip Source Micro with net sells of 371 million yuan and 241 million yuan respectively [3] Northbound Capital Flow - Northbound funds saw net purchases in 14 stocks, with Nanda Optoelectronics, Sanbo Brain Science, and Lei Ke Defense leading with amounts exceeding 1 billion yuan [4] - On the sell side, Jin Feng Technology topped the list with a net sell amount of 92.58 million yuan, followed by Yunhan Chip City and Shunhao Co. with net sells exceeding 40 million yuan [5] Company Announcements - Zhongke Lanyun (688332) projected a net profit increase of 366.51% to 376.51% for 2025, driven by significant growth in the fair value of investments in Moer Thread and Muxi Co. [7] - Su Meida plans to acquire a 16.92% stake in Blue Science High-Tech to achieve control [7] - Baomo Co. is planning a change in control by its actual controller [7] - Puli Te's LCP film products are suitable for use as flexible electrode materials in brain-computer interfaces [7] - Chuanjin Nuo expects a net profit increase of 144.24% to 172.64% for 2025 [7]

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]