证券之星消息，1月23日专业工程板块较上一交易日上涨1.97%，志特新材领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。专业工程板块个股涨跌见下表： 从资金流向上来看，当日专业工程板块主力资金净流出494.95万元，游资资金净流出2.2亿元，散户资金 净流入2.25亿元。专业工程板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 865508 | 一次要 | 1.59 Z | 27.53% | -7819.94万 | -13.56% | -8052.28万 | -13.97% | | 601618 中国中冶 | | 7868.29万 | 8.75% | -2676.49万 | -2.98% | -5191.80万 | -5.77% | | 603163 | 圣晖隼成 | 7863.56万 | 13.04% | -2920.74万 | - ...

智通财经见习记者｜蒋习 股价因热门概念暴涨，志特新材(300986.SZ)警示"击鼓传花"风险。 1月21晚，志特新材发布公告称，该公司股票连续三个交易日内收盘价格涨幅偏离值累计超过30%，属于股票交易异常波动情况。 志特新材称，若未来公司股价进一步异常上涨，其将可能再次向深圳证券交易所申请停牌核查。 1月22日，志特新材股价应声下跌。截至当天收盘，股价报收33.2元，收跌4.6%，市值为136.66亿元。 自2026年1月5日-1月21日期间，该公司股价涨幅达211.27%，期间多次触及股票交易异常波动情形。 志特新材称，其股价严重偏离基本面，存在市场情绪过热情形，公司股票击鼓传花效应明显，存在短期大幅下跌的风险，交易风险极大。 截至2026年1月21日，该公司最新滚动市盈率为108.43倍，市净率为6.73倍，显著高于行业平均水平。其所属金属制品业最新滚动市盈率为39.14倍，市净率 为3.2倍。 就近期股票交易异常波动情况，志特新材自1月13日开市起停牌核查，并于2026年1月16日公告核查结果并复牌。复牌当日，志特新材股价跌停，市场短暂降 温。 成立于2011年的志特新材，是绿色新型建筑模架行业首家A ...

新京报贝壳财经讯 1月21日，志特新材（300986）发布公告称，公司股票自2026年1月5日至1月21日价 格涨幅为211.27%，期间多次触及股票交易异常波动情形。目前公司股价严重偏离基本面，存在市场情 绪过热情形，公司股票击鼓传花效应明显，存在短期大幅下跌的风险，交易风险极大。公司已就近期股 票交易异常波动情况自1月13日开市起停牌核查，并于1月16日公告核查结果并复牌。如未来公司股票价 格进一步异常上涨，公司可能再次向深圳证券交易所申请停牌核查。 ...

Key Points - Hunan Silver's future market price for silver products has uncertainty regarding its ability to continue rising or maintain high levels [1] - Zhite New Materials may apply for a trading suspension again if its stock price experiences further abnormal increases [1] - Binhai Energy plans to invest in the construction of porous carbon and silicon-carbon anode material projects [1] - Baotai's subsidiary signed a construction contract worth 85.5626 million yuan with an affiliated party [1] - Limin Co. expects a net profit growth of 471.55%-514.57% year-on-year for 2025 [1] - Han Jian Heshan intends to acquire 52.51% equity in Xingfu New Materials, with trading suspension starting January 22 [2] - Xingfa Group plans to repurchase company shares with an investment of 200 million to 400 million yuan [1] - Actual controller of Hengshuai Co. plans to reduce holdings by no more than 2.16% [1] - Lu Wei Optoelectronics intends to raise no more than 1.38 billion yuan through a private placement [1]

Group 1 - Greenland crisis has seen a turnaround with a framework agreement reached between the US and NATO regarding Greenland, which could benefit the US and NATO member countries [5] - The European Parliament has indefinitely frozen the review of the EU-US trade agreement due to threats to EU sovereignty and territorial integrity [6] - The People's Bank of China is accelerating the construction of a cross-border payment system for the renminbi and implementing strict regulatory measures for payment institutions [7] Group 2 - The cosmetics market in China is projected to exceed 1.1 trillion yuan by 2025, with domestic brands capturing over 57% market share [23] - China has become the world's largest exporter of machine tools, surpassing Germany with a 21.6% share of global exports [24] - The successful trial of automatic formation operation for heavy-duty trains in China marks a significant change in railway freight control [25] Group 3 - SpaceX plans to complete its IPO by July this year, as stated by CEO Elon Musk [27] - Xibei Catering has completed its Series A financing, with new investors including Zhang Yong, founder of New Rongji [28] - Apple is set to transform Siri into its first chatbot product by the second half of 2026, utilizing Google's Gemini model [29] Group 4 - TSMC's 3nm production capacity is fully booked until 2027 due to surging demand from artificial intelligence [30] - China Nuclear Power and Alibaba have established a nuclear energy company with a registered capital of 250 million yuan [31] - The download volume of Alibaba's Qianwen series models has surpassed 1 billion, making it the first open-source large model to achieve this milestone [32]

对于格陵兰岛，特朗普表示，格陵兰岛是北美的一部分，这是美国的领土。它是国家战略安全所必需的，寻 求立即谈判收购格陵兰岛，不会动用武力夺取格陵兰岛。 特朗普最新演讲！谈及多个热门话题 当地时间1月21日，美国总统特朗普在瑞士达沃斯发表演讲。他在演讲中提及美联储主席、格陵兰岛等多个热 门话题。 对于新任美联储主席候选人，特朗普表示，美联储主席鲍威尔在利率问题上行动太迟了，在不久的将来宣布 新的美联储主席人选。 第 803 期 2026-01-22 焦点事件 特朗普：已就格陵兰岛未来合作制定框架，暂时不会加征关税 美国总统特朗普21日在社交媒体发文称，他已经同北约秘书长吕特就未来达成有关格陵兰岛的协议制定了框 架，因此不会实施原定于2月1日生效、对欧洲8国加征关税的措施。 两大央企换帅！涉及7家上市公司 1月21日，国务院国资委公布了7户中央企业14名领导人员职务任免情况。 两家央企集团旗下共有七家上市公司。其中保利集团境内外控股上市公司5家，分别为：保利发展、保利置业 集团、中国海诚、保利联合、保利物业；中盐集团旗下上市公司分别为中盐化工和红四方。 其中，申兆军任中国盐业集团有限公司党委书记、董事长；免去李耀强的 ...

Core Viewpoint - The article discusses the recent stock performance of Zhite New Materials (300986.SZ), highlighting its significant price increase and the market's speculative interest despite the company's lack of direct involvement in AI and related technologies [5][12]. Group 1: Stock Performance - On January 20, Zhite New Materials' stock price surged by 19.01%, closing at 33.8 yuan per share, marking a cumulative increase of 202.33% for the year, making it the first stock in A-shares to double in value this year, with a market capitalization of 13.9 billion yuan [5]. - Following a trading suspension for verification, the stock resumed trading on January 16, but faced a limit down on the first day of trading, indicating a rapid cooling of market speculation [12][17]. Group 2: Market Sentiment and Speculation - The company has been caught in a wave of speculative trading driven by broader market interest in AI, commercial aerospace, quantum technology, and robotics, despite its core business being unrelated to these sectors [6][11]. - Zhite New Materials has seen its stock featured on the "龙虎榜" (Dragon and Tiger List) multiple times, indicating high trading activity, with significant net buying from institutional investors and retail traders [14][17]. Group 3: Company Business and Strategy - The company has clarified that its business does not involve AI applications or related fields, focusing instead on the research, production, and sales of aluminum molds, protective platforms, and prefabricated components [12]. - Despite the lack of direct involvement in AI, Zhite New Materials has engaged in strategic partnerships to explore the application of AI and quantum technology in new materials, indicating a potential long-term vision for innovation [8][9].

Market Overview - The stock market experienced rapid rotation of hot sectors, with over 3,000 stocks rising, while the total trading volume in the Shanghai and Shenzhen markets was 2.6 trillion yuan, a decrease of 177.1 billion yuan compared to the previous trading day [1] Company Performance - Tianfu Communication (300394) expects a net profit of 1.881 billion to 2.150 billion yuan for 2025, representing a year-on-year growth of 40% to 60%, driven by the acceleration of the AI industry and global data center construction [2] - Zhite New Materials (300986) announced a stock price increase of 211.27% from January 5 to January 21, 2026, leading to a halt for review due to significant deviation from fundamentals [3] - Dajin Heavy Industry (002487) forecasts a net profit of 1.05 billion to 1.20 billion yuan for 2025, with a year-on-year increase of 121.58% to 153.23%, attributed to rapid growth in overseas offshore wind power projects [3] - Demingli (001309) anticipates a net profit of 650 million to 800 million yuan for 2025, reflecting an increase of 85.42% to 128.21%, supported by advancements in storage solutions and improved sales margins due to AI demand [4] External Market Influence - The US stock market saw all three major indices rise by over 1%, with the Dow Jones up 1.21%, Nasdaq up 1.18%, and S&P 500 up 1.16%, indicating a strong performance in storage concept stocks [5]

转自：智通财经 智通财经1月21日讯（记者 汪斌）"风口"上的志特新材（300986.SZ）再次发布公司股票交易异常波动 公告，这距离公司前一次发布停牌核查公告仅过去一周左右。值得注意的是，2026年开年以来，该公司 已经第四次发布风险提示。 志特新材今日晚间发布公告称，公司股票自1月19日-21日连续三个交易日收盘价格涨幅偏离值累计超过 30%，根据深交所等相关规定，属于股票交易异常波动情形。如未来公司股票价格进一步异常上涨，可 能再次向深交所申请停牌核查。 公告披露，公司股票自2026年1月5日至2026年1月21日期间价格涨幅为211.27%。志特新材也成为A股年 内首只两倍股。其提醒，"目前公司股价严重偏离基本面，存在市场情绪过热情形，公司股票击鼓传花 效应明显，存在短期大幅下跌风险，交易风险极大。" 智通财经记者注意到， 志特新材曾在2025年半年报中披露，公司在量子科技与人工智能领域的前瞻布 局，具体为：公司与合肥微观纪元数字科技有限公司达成战略合作，成立了合资公司上海志特纪元新材 料科技有限公司，共同搭建基于量子科技与人工智能为支撑的新材料研发制造体系，加速推动量子科技 成果转化与产业化应用；同 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 截至目前，志特新材业务不涉及AI应用、人工智能、量子科技、机器人及商业航天领域，亦未形成相 关收入。自上市以来，公司主营业务为铝模、防护平台、装配式预制件等产品的研发、生产与销售，未 发生任何变化。公司及子公司生产经营正常，不存在应披露而未披露的重大信息。 股价连续大涨 志特新材是一家专注于绿色新型建筑模架，装配式建筑、模块化建筑，相关新能源，新材料等业务，集 产品研发、设计、生产、租售、技术服务为一体的综合型企业。 志特新材产品涵盖建筑模架（铝模、钢模、钢框木模、爬升式模架、清水混凝土模架、公基建类模架） 及装配式建筑（装配式PC、装配式钢结构、模块化建筑系列产品）等，实现了"1+N"一站式服务战略模 式落地。 这样一家看起来非常传统的制造业企业，在今年以来股价却持续大涨。 大牛股最新公告！若异常上涨，或停牌核查！ 志特新材股票在开年交易中连续走出罕见的"六连板"，成为市场关注焦点。志特新材曾于1月6日和1月8 日两度发布股票交易异常波动公告及股票交易严重异常波动公告称，公司前期披露的信息不存在需要更 正、补充之处，近期公司经营情况及 ...