| 代码 | 简称 | 1月15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 | | 300308 | 中际旭 | 5.40 | 169805.61 | 2344841.74 | 3.39 | 通信 | | | 创 | | | | | | | 002475 | 立讯精 | 7.07 | 144662.15 | 823049.66 | 1.97 | 电子 | | | 密 | | | | | | | 300502 | 新易盛 | 4.17 | 108377.81 | 1958663.59 | 5.53 | 通信 | | 300059 | 东方财 | -2.67 | 55079.48 | 2733476.93 | 8.49 | 非银金 | | | 富 | | | | | 融 | | 002131 | 利欧股 | 4.73 | 54170.83 | 254447.13 | 4.18 | 机械设 | | | 份 | | | | | ...

一、证券市场回顾 南财金融终端数据显示，昨日（1月15日，下同）上证综指日内下跌0.33%，收于4112.6点，最高4133.07点；深证成指日内上涨0.41%，收于14306.73点，最 高14328.6点；创业板指日内上涨0.56%，收于3367.92点，最高3372.47点。 二、融资融券情况 | 证券代码 | 证券简称 | 龙虎榜净买入额(万元) | | --- | --- | --- | | 002130.SZ | 沃尔核材 | 82941.07 | | 002446.SZ | 盛路通信 | 32664.5 | | 603011.SH | 合锻智能 | 30784.79 | | 000681.SZ | 视觉中国 | 19509.34 | | 300758.SZ | 七彩化学 | 16204.6 | | 301629.SZ | 矽电股份 | 12905.05 | | 002400.SZ | 省广集团 | 11229.55 | | 603402.SH | 陕西旅游 | 9322.46 | | 301378.SZ | 通达海 | 9164.28 | | 301348.SZ | 蓝箭电子 | 8788.19 ...

融资融券作为A股市场重要的信用交易工具，其规模的扩张有助于提升市场流动性和活跃度。从更长周期看，两融新开户数已连续三年实现增长，2023年至 2025年分别为78.02万户、100.85万户和154.2万户。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 进入2026年，融资资金流入呈现加速态势。截至1月14日，A股融资余额达2.68万亿元，在开年后的8个交易日内累计增长约1565亿元，再度刷新历史纪录。 在此期间，有6个交易日的单日融资余额增长超过百亿元。回溯2025年全年，市场融资余额从年初的1.85万亿元上升至年末的2.52万亿元，年度增幅超过 36%。 从资金投向观察，近一年来硬科技与高端制造领域成为杠杆资金的核心配置方向。根据相关数据，电子行业以317.80亿元的融资净买入额位居各行业之首， 其融资余额也达到3973.91亿元。国防军工、计算机行业分别以234.15亿元和192.65亿元的净买入额紧随其后。此外，电力设备、有色金属、机械设备及通信 等行业的融资净买入额也均超过110亿元。 在个股层面，AI产业链与新能源领域的龙头企业受到融资资金显著青睐。近一年 ...

上证报中国证券网讯（刘禹希 记者 徐蔚）截至1月15日，A股两融余额为27187.51亿元，较上一交易日增加205.20亿元，占A股流通市值比例为2.63%。当日 两融交易额为3180.43亿元，较上一交易日减少1338.68亿元，占A股成交额的10.81%。 资金流向方面，申万31个一级行业中有22个行业获融资净买入，其中，电子行业获融资净买入额居首，当日净买入75.76亿元；获融资净买入居前的行业还 有通信、非银金融、有色金属、电力设备、公用事业、食品饮料等。 个股方面，73只个股获融资净买入额超1亿元。中际旭创获融资净买入额居首，净买入16.98亿元；融资净买入额居前的还有立讯精密、新易盛、东方财富、 利欧股份、贵州茅台、美年健康、澜起科技、英维克、江波龙等。 | 序号 | | | | | --- | --- | --- | --- | | | 证券代码 ◆ | 证券简称◆ | 交易日期( | | 1 | 300308.SZ | 中际旭创 | 2026-01-15 | | 2 | 002475.SZ | 立讯精密 | 2026-01-15 | | ന | 300502.SZ | 新易盛 | 2026-0 ...

东方证券研报认为，AI服务器带来功率芯片增量需求，部分代工厂的8英寸产能利用率自2025年年中已明显提升。进入2026年，随着服务器、端侧AI等应用 的算力与功耗不断提高，电源管理所需的功率芯片需求有望进一步增长，继续支撑成熟制程代工需求。 资金流向方面，申万31个一级行业中有22个行业获融资净买入，其中，电子行业获融资净买入额居首，当日净买入75.76亿元；获融资净买入居前的行业还 有通信、非银金融、有色金属、电力设备、公用事业、食品饮料等。 个股方面，73只个股获融资净买入额超1亿元。中际旭创获融资净买入额居首，净买入16.98亿元；融资净买入额居前的还有立讯精密、新易盛、东方财富、 利欧股份、贵州茅台、美年健康、澜起科技、英维克、江波龙等。 | 序号 | | | | | --- | --- | --- | --- | | | 证券代码 ◆ | 证券简称 ◆ | 交易日期 ◀ | | 1 | 300308.SZ | 中际旭创 | 2026-01-15 | | 2 | 002475.SZ | 立讯精密 | 2026-01-15 | | 3 | 300502.SZ | 新易盛 | 2026-01-15 | | ...

创业板两融余额及变动 证券时报·数据宝统计显示，截至1月15日，创业板两融余额合计6025.04亿元，较上一交易日增加49.42 亿元。其中，融资余额合计6006.11亿元，较上一交易日增加49.49亿元，为连续九个交易日增加，其间 累计增加504.70亿元。 创业板公司最新融资余额6006.11亿元，已连续九个交易日增加，其间累计增加504.70亿元。 | 日期 | 两融余额（亿元） | 环比增减（亿元） | 融资余额（亿元） | 环比增减（亿元） | | --- | --- | --- | --- | --- | | 2026.01.15 | 6025.04 | 49.42 | 6006.11 | 49.49 | | 2026.01.14 | 5975.62 | 39.51 | 5956.62 | 39.49 | | 2026.01.13 | 5936.11 | 47.18 | 5917.13 | 48.16 | | 2026.01.12 | 5888.93 | 147.95 | 5868.97 | 147.25 | | 2026.01.09 | 5740.98 | 22.43 | 5721.72 | 2 ...

商报讯（记者 苗露）昨日，A股走势现分化，沪指走低，深证成指、创业板指尾盘翻红，全A成交额缩 至3万亿元下方。截至收盘，沪指跌0.33%报4112.6点，堪堪守住4100点大关，深证成指涨0.41%，创业 板指涨0.56%，北证50指数跌2.28%，沪深北三市合计成交约2.94万亿元，较此前一日减少约1万亿元。 从盘面上看，昨日A股全市场超3100股飘绿，AI应用概念大幅回调，商业航天概念亦下挫；半导体板块 午后拉升，蓝箭电子（301348）、矽电股份（301629）尾盘20%涨停，上海新阳（300236）创历史新 高；有色板块活跃，四川黄金（001337）、翔鹭钨业（002842）等涨停。 半导体板块午后拉升 随着业绩披露进入窗口期，半导体产业链公司也迎来业绩催化。佰维存储2025年度以及2025年第四季度 净利润同比大幅预增。 国信证券研报称，半导体景气超预期，多环节陆续提价。受AI增量需求拉动，电子上游涨价品类不断 增加，存储和高端PCB产业链仍呈现较严重的供不应求，近期晶圆代工、高端封测、模拟芯片、被动元 件、LCD等环节也呈现不同幅度的涨价预期，终端层面已陆续通过涨价向C端传导，行业盈利水平温和 修 ...

Market Overview - The A-share market experienced fluctuations on January 15, with the Shanghai Composite Index briefly falling below 4100 points before recovering at the close. The Shanghai Composite Index fell by 0.33%, while the Shenzhen Component Index rose by 0.41%, and the ChiNext Index increased by 0.56% [1] - The total trading volume in the Shanghai and Shenzhen markets was 29.388 billion yuan, significantly down by over 10 billion yuan compared to the previous day [1] Sector Performance Electronics Sector - The electronics sector saw a strong rally in the afternoon, with the electronic ETF (515260) rising by 1.88%, recovering its 5-day moving average. The sector attracted a net inflow of 16.862 billion yuan from institutional investors, leading all 31 primary industries [3][6] - Key stocks in the electronics sector included Unigroup Guowei, which hit a daily limit up of 10%, and Huazhong Microelectronics, which rose by 7.58% [4][5] Chemical Sector - The chemical sector also performed well, with the chemical ETF (516020) reaching a peak increase of 2.42% during the day and closing up by 1.43%, marking a new three-year high. The sector attracted 14.7 billion yuan in net inflows, leading the market [9][11] - Notable stocks included Tongcheng New Materials, which hit the daily limit up, and Hongda Co., which surged by 6.25% [9][13] AI and Robotics Sector - The AI and robotics sectors faced some challenges, with the general aviation ETF (159231) dropping by 3.56%. However, the ChiNext AI ETF (159363) and the Sci-Tech AI ETF (589520) also saw declines, indicating a mixed performance in this area [1][15] Investment Insights - Analysts from Huajin Securities believe that the recent adjustment of financing margin ratios will have a limited impact on A-share trends, as the market is currently in a slow bull phase supported by structural recovery in profits and low credit levels [2] - The electronics sector is expected to benefit from the U.S. government's recent imposition of tariffs on certain semiconductors, which may enhance domestic substitution sentiment [6] - The chemical industry is anticipated to experience a rebound in profitability as supply-demand dynamics stabilize, with AI-driven production capabilities expected to lead to new growth opportunities [13][14]

Market Overview - On January 15, the Shanghai Composite Index closed at 4112.60 points, down 0.33%, with a trading volume of 11,759 billion yuan. The Shenzhen Component Index rose 0.41% to 14,306.73 points, with a trading volume of 17,296.48 billion yuan. The ChiNext Index increased by 0.56% to 3,367.92 points, with a trading volume of 8,497.13 billion yuan. The total trading volume for both markets was 29,055.48 billion yuan, a decrease of 10,358.95 billion yuan compared to the previous trading day [1]. Sector Performance - The chemical, electronics, non-ferrous metals, precious metals, and real estate sectors showed strong performance, while industries such as media, defense, computer, retail, textiles, pharmaceuticals, education, and light manufacturing experienced declines. Notably, the phosphorous chemical, storage chip, solid-state battery, fluorine chemical, organic silicon, and minor metals concepts were particularly active [2]. - Among the stocks, 2,169 rose, while 2,898 fell, with 104 remaining flat and 13 suspended. Excluding newly listed stocks, there were 65 stocks that hit the daily limit up and 72 that hit the limit down [2]. Capital Flow - The net outflow of main funds in the Shanghai and Shenzhen markets was 509.2 billion yuan, with the ChiNext experiencing a net outflow of 302.36 billion yuan. The CSI 300 index saw a net inflow of 53.17 billion yuan, while the STAR Market had a net outflow of 7.86 billion yuan. The electronics sector had the highest net inflow of 99.72 billion yuan, followed by banking, chemicals, and real estate [4]. - A total of 2142 stocks saw net inflows, with 117 stocks receiving over 1 billion yuan in net inflows. Leading the inflows was Luxshare Precision with 2.689 billion yuan, followed by Zhongji Xuchuang, Wolong Materials, and others [8][9]. Individual Stock Performance - The stocks with the highest net outflows included BlueFocus with a net outflow of 3.139 billion yuan, followed by Shanzhi Technology, Dongfang Wealth, and others [11][12]. - Institutional investors had a net buy of 15 stocks, with the highest net buy in Province Group at approximately 494 million yuan. Conversely, the highest net sell was in Liou Co., with a net outflow of approximately 432 million yuan [14][15].

Group 1 - The commercial aerospace concept has faced a significant decline, with popular stock Jin Feng Technology hitting the daily limit down, and two major retail investors selling a total of 384 million [1] - Institutions have increased their positions in several AI application concept stocks, with Shengguang Group receiving 494 million from four institutions, and Sanwei Communication and Tongda Hai receiving 279 million and 102 million respectively [1][12] - The top ten stocks by trading volume in the Shanghai and Shenzhen Stock Connect include Zijin Mining, Luoyang Molybdenum, and Kweichow Moutai, with total trading amounts of 1510.44 billion and 2044.34 billion respectively [2][3] Group 2 - The electronic sector saw a net inflow of 120.09 billion, leading among sectors, while the computer sector experienced the largest net outflow of 233.90 billion [5][6] - The top individual stocks with net inflows include Luxshare Precision, Zhongji Xuchuang, and Wolong Nuclear Materials, with inflows of 27.46 billion, 21.78 billion, and 15.12 billion respectively [7] - Conversely, the top stocks with net outflows include BlueFocus Media, Shanzi Gaoke, and Dongfang Caifu, with outflows of 30.78 billion, 26.97 billion, and 17.14 billion respectively [8] Group 3 - The top ten ETFs by trading volume include the CSI 500 ETF and the CSI 300 ETF, with trading amounts of 263.30 billion and 253.91 billion respectively, showing significant increases compared to the previous trading day [9][10] - The four major index futures contracts (IH, IF, IC, IM) have seen both long and short positions decrease, indicating a slight increase in bearish sentiment [11] Group 4 - Retail investors have actively traded various stocks, with significant buy and sell activities noted in stocks like Sanwei Communication and Jin Feng Technology, reflecting a diverse trading strategy [14][16] - Quantitative funds have shown high activity, particularly in stocks like Dazhi Technology, with multiple funds engaging in aggressive trading [17]