创业50ETF（159682）业绩比较基准为创业板50指数收益率，管理人为景顺长城基金管理有限公司，基 金经理为汪洋、张晓南，成立（2022-12-23）以来回报为53.15%，近一个月回报为6.35%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，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。 来源：新浪基金∞工作室 1月8日，截止午间收盘，创业50ETF（159682）跌0.92%，报1.515元，成交额1.40亿元。创业50ETF （159682）重仓股方面，宁德时代截止午盘跌0.12%，中际旭创跌2.72%，东方财富跌2.00%，新易盛跌 1.74%，阳光电源跌2.38%，胜宏科技跌2.58%，汇川技术跌0.15%，迈瑞医疗涨0.33%，亿纬锂能跌 0.72%，同花顺跌4.28%。 ...

分红方面，胜宏科技A股上市后累计派现14.83亿元。近三年，累计派现5.83亿元。 资料显示，胜宏科技(惠州)股份有限公司位于广东省惠州市惠阳区淡水镇新桥村行诚科技园,香港湾仔皇 后大道东248号大新金融中心40楼，成立日期2006年7月28日，上市日期2015年6月11日，公司主营业务 涉及新型电子器件(印制电路板)的研究开发、生产和销售。主营业务收入构成为：PCB制造93.66%，其 他6.34%。 胜宏科技所属申万行业为：电子-元件-印制电路板。所属概念板块包括：百元股、5G、年度强势、富士 康概念、OLED等。 截至12月19日，胜宏科技股东户数19.22万，较上期减少5.43%；人均流通股4449股，较上期增加 5.75%。2025年1月-9月，胜宏科技实现营业收入141.17亿元，同比增长83.40%；归母净利润32.45亿元， 同比增长324.38%。 1月8日，胜宏科技盘中下跌2.01%，截至10:42，报301.81元/股，成交42.11亿元，换手率1.61%，总市值 2626.80亿元。 资金流向方面，主力资金净流出4.23亿元，特大单买入8.66亿元，占比20.58%，卖出12.19亿元 ...

7 January 2026 | 10:41AM HKT Equity Research China PCB: Victory Giant Chairman visit: High-end AI servers to drive PCB demand; Scale advantages with high operational efficiency Company profile: Victory Giant (300476.SZ) is a global leading PCB supplier offering MLPCB, HDI, single / double layer PCB, FPC (flexible printed circuit), etc., covering diversified end markets, such as AI data center, automobile, telecom, and smart terminals, with a global footprint in mainland China, Malaysia, Vietnam, and Thailan ...

Core Viewpoint - The A-share market has seen increased trading activity since the beginning of the year, with the margin trading balance reaching a historical high of 2.58 trillion yuan as of January 6, indicating enhanced market confidence and investor risk appetite [1][2]. Group 1: Margin Trading Data - As of January 6, the margin trading balance reached 2.58 trillion yuan, a year-on-year increase of 40.93% [2]. - The financing balance accounted for 2.56 trillion yuan, while the securities lending balance was 175.96 billion yuan [2]. - On January 6, the margin trading transaction volume was 328.91 billion yuan, representing 11.61% of the total A-share trading volume for that day [2]. Group 2: Sector and Stock Preferences - The top three sectors attracting net financing inflows from January 5 to January 6 were semiconductors (2.90 billion yuan), industrial metals (2.29 billion yuan), and general equipment (2.07 billion yuan) [2]. - The top ten stocks with the highest net financing inflows included Dongfang Wealth (1.10 billion yuan) and Shenghong Technology (1.05 billion yuan) [3]. - The most favored ETFs for financing during the same period were Hai Fu Tong CSI Short Bond ETF (1.22 billion yuan) and Fu Guo China Bond 7-10 Year Policy Financial Bond ETF (0.78 billion yuan) [3]. Group 3: Brokerage Firms and Business Opportunities - Brokerage firms are actively seizing business opportunities by increasing margin trading limits and adjusting credit limits to meet investor demand [4]. - Northeast Securities focuses on high-net-worth individuals and private equity firms, enhancing service capabilities through AI technology for risk warning and customized services [4]. - Analysts expect significant growth potential in brokerage capital intermediary services due to the rapid expansion of margin trading and strong investor demand [4]. Group 4: Future Market Outlook - Analysts predict that the margin trading market will transition from a "high-speed expansion period" to a "high-quality growth period" by 2026 [4]. - The margin trading balance is expected to continue reaching new highs, with projections for 2026 ranging between 2.6 trillion yuan and 3.2 trillion yuan, with an anticipated average of 2.8 trillion yuan to 3 trillion yuan [4].

证券日报网讯1月7日，德福科技（301511）在互动平台回答投资者提问时表示，截至2025年半年报，德 福科技与生益科技（600183）、胜宏科技（300476）、台光电子、松下电子、联茂电子、华正新材 （603186）、鼎鑫电子、深南电路（002916）等知名下游厂商建立了稳定的合作关系，公司产品线已实 现全品类、全应用领域的覆盖。 ...

Group 1 - As of January 6, the margin trading balance in A-shares reached 25,799 billion yuan, an increase of 192.52 billion yuan from the previous trading day, accounting for 2.53% of the A-share circulating market value [1] - The trading volume for margin transactions on the same day was 3,289.06 billion yuan, which is an increase of 373.81 billion yuan from the previous trading day, representing 11.6% of the total A-share trading volume [1] - Among the 31 primary industries in the Shenwan index, 23 industries experienced net financing inflows, with the electronics industry leading at a net inflow of 4.398 billion yuan [1] Group 2 - A total of 74 individual stocks had net financing inflows exceeding 1 billion yuan, with Dongfang Caifu leading at a net inflow of 955 million yuan [1] - Other notable stocks with significant net financing inflows include Aerospace Electronics, Xunwei Communication, Zhongji Xuchuang, Goldwind Technology, New China Insurance, China Merchants Bank, CATL, Shenghong Technology, and TCL Technology [1] - In 2026, the application of AI in terminal devices is expected to accelerate, integrating deeply into various hardware products and industrial scenarios [2] - AI technology is anticipated to enhance traditional consumer electronics such as computers, display devices, and home appliances, while new AI hardware categories like AI glasses and AI headphones are expected to see significant breakthroughs [2] - The ongoing development of physical AI is gradually being applied in industrial, robotics, and intelligent driving scenarios [2]

Group 1 - As of January 6, the A-share margin balance reached 25,799 billion yuan, an increase of 192.52 billion yuan from the previous trading day, accounting for 2.53% of the A-share circulating market value [1] - The margin trading volume on the same day was 3,289.06 billion yuan, up by 373.81 billion yuan from the previous trading day, representing 11.6% of the total A-share trading volume [1] - Among the 31 primary industries, 23 experienced net financing inflows, with the electronics sector leading at a net inflow of 4.398 billion yuan [1] Group 2 - A total of 74 stocks had net financing inflows exceeding 1 billion yuan, with Dongfang Caifu leading at a net inflow of 955 million yuan [1] - Other notable stocks with significant net financing inflows include Aerospace Electronics, Xinwei Communication, Zhongji Xuchuang, Goldwind Technology, New China Life Insurance, China Merchants Bank, CATL, Shenghong Technology, and TCL Technology [1][2] - In 2026, the application of AI in terminal devices is expected to accelerate, integrating deeply into various hardware products and industrial scenarios [2] - AI technology is anticipated to enhance traditional consumer electronics such as computers, display devices, and home appliances, while new AI hardware categories like AI glasses and AI headphones are expected to see significant breakthroughs [2]

Group 1 - As of January 5, the margin trading balance in A-shares reached 25,606.48 billion yuan, an increase of 199.66 billion yuan from the previous trading day, accounting for 2.55% of the A-share circulating market value [1] - The trading volume of margin transactions on the same day was 2,915.25 billion yuan, which is an increase of 730.7 billion yuan from the previous trading day, representing 11.34% of the total A-share trading volume [1] - Among the 31 primary industries in the Shenwan index, 27 industries experienced net financing inflows, with the electronics industry leading with a net inflow of 3.35 billion yuan [1] Group 2 - A total of 63 individual stocks had net financing inflows exceeding 100 million yuan, with Shenghong Technology leading at a net inflow of 694 million yuan [2] - Other notable stocks with significant net financing inflows include Lioo Co., Zhongwei Company, Yanhai Co., Aerospace Power, Xunwei Communication, Shannon Chip, Keda Xunfei, Western Materials, and Bolite [2] - Guosen Securities research report indicates that the current period is an earnings window, and certain stocks benefiting from high growth in overseas AI computing power are expected to see performance forecasts catalyze in January [2]

Group 1 - As of January 5, the margin trading balance in A-shares reached 25,606.48 billion yuan, an increase of 199.66 billion yuan from the previous trading day, accounting for 2.55% of the A-share circulating market value [1] - The trading volume of margin transactions on the same day was 2,915.25 billion yuan, which is an increase of 730.7 billion yuan from the previous trading day, representing 11.34% of the total A-share trading volume [1] - Among the 31 primary industries in the Shenwan index, 27 industries experienced net financing inflows, with the electronics industry leading at a net inflow of 3.35 billion yuan [1] Group 2 - A total of 63 individual stocks had net financing inflows exceeding 100 million yuan, with Shenghong Technology leading at a net inflow of 694 million yuan [1] - Other notable stocks with significant net financing inflows include Lioo Co., Zhongwei Company, Salt Lake Co., Aerospace Power, Xinwei Communication, Shannon Chip, Keda Xunfei, Western Materials, and Bolite [1][2] - Current reports suggest that the market is in an earnings window period, with certain stocks benefiting from high growth in overseas AI computing power expected to see performance forecasts catalyzed in January [2] - The upcoming CES 2026 exhibition is anticipated to drive a spring market rally, particularly in innovative sectors such as AI smartphones, AI glasses, and foldable screens [2]

1月5日融资客净买入金额排名 | 代码 | 简称 | 1月5日涨跌幅 | 融资净买入额 | 最新融资余额 | 占流通市值比例 | 所属行 | | --- | --- | --- | --- | --- | --- | --- | | | | （%） | （万元） | （万元） | （%） | 业 | | 300476 | 胜宏科 技 | 7.80 | 69363.31 | 1756919.88 | 6.63 | 电子 | | 002131 | 利欧股 份 | 9.93 | 52245.71 | 226514.25 | 6.25 | 机械设 备 | | 688012 | 中微公 司 | 14.16 | 49525.20 | 393398.56 | 2.02 | 电子 | | 000792 | 盐湖股 份 | 10.01 | 40611.02 | 432150.60 | 2.64 | 基础化 工 | | 600343 | 航天动 | -6.70 | 34281.30 | 172535.42 | 5.92 | 机械设 | | | 力 | | | | | 备 | | 300136 | 信维通 信 | 5.82 | 3 ...