Group 1 - The A-share market saw active trading in PCB concept stocks on January 22, with notable gains in several companies [1] - Tian Tong Co., Ltd. and Jin An Guo Ji both reached the daily limit up, while Xian Feng Holdings increased by nearly 10% [1] - Other companies such as Dazhu CNC and Sihui Fushi rose over 9%, indicating strong market interest in the PCB sector [1] Group 2 - Tian Tong Co., Ltd. had a market cap of 16.2 billion and a year-to-date increase of 0.30% [2] - Jin An Guo Ji reported a market cap of 17 billion with a significant year-to-date increase of 39.44% [2] - Xian Feng Holdings had a market cap of 4.328 billion and a year-to-date increase of 12.33% [2] - Dazhu CNC's market cap was 75.1 billion with a year-to-date increase of 48.57% [2] - Sihui Fushi had a market cap of 7.305 billion and a year-to-date increase of 19.20% [2] - Baiyin Youse's market cap was 67.8 billion with a year-to-date increase of 56.58% [2] - Zhongjing Electronics had a market cap of 7.952 billion and a year-to-date increase of 6.57% [2] - Guanghe Technology's market cap was 43 billion with a year-to-date increase of 23.74% [2] - Chongda Technology had a market cap of 1.88 billion and a year-to-date increase of 12.74% [2]

Group 1 - The Shanghai Composite Index rose by 0.08% to close at 4116.94 points, while the Shenzhen Component Index increased by 0.7% to 14255.12 points, and the ChiNext Index climbed by 0.54% to 3295.52 points as of January 21 [1] - A total of 90 stocks in the A-share market hit the daily limit up, with the strongest stocks being Guangdian Electric (601616), Hunan Silver (002716), and Hongbaoli (002165) [1] - The top three strong stocks had the following performance: Guangdian Electric with 4 consecutive limit ups and a turnover rate of 44.4%, Hunan Silver with 2 consecutive limit ups and a turnover rate of 17.4%, and Hongbaoli with 2 consecutive limit ups and a turnover rate of 39.71% [1] Group 2 - The aluminum metal sector saw a price increase of 5.01%, while zinc metal rose by 4.83%, and the gold concept increased by 3.82% [2] - Other notable sectors included copper metal with a rise of 3.33%, advanced packaging at 3.11%, and co-packaged optics (CPO) at 3.09% [2] - The storage chip sector increased by 2.8%, PCB concept rose by 2.79%, and Foxconn concept and lithography machine both saw an increase of 2.76% [2]

Group 1 - The core viewpoint of the news is that 40 stocks were listed on the institutional leaderboard today, with 23 stocks experiencing net buying and 17 stocks facing net selling [1] - The top three stocks with the highest net buying by institutions are: Zhongtung High-tech (3.05 billion), Dazhu CNC (2.79 billion), and ST Jiaao (240 million) [1] - Dazhu CNC saw a net buying of 2.79 billion from five institutions, and the stock price increased by 20% [2][3] Group 2 - Resonac, a well-known Japanese materials manufacturer, announced a price increase of over 30% for PCB materials such as copper foil substrates and adhesive films due to tight supply and significant price hikes [3] - The company is actively collaborating with industry-leading clients to develop cutting-edge technology solutions for AI PCB, focusing on high precision and complex structures [3] - TSMC's new advanced packaging line at the Jiayi AP7 factory is expected to double its capacity to 60,000 pieces per month by 2026, with plans to double again by 2027 [3]

Group 1 - On January 21, a total of 42 stocks were involved with institutional investors, with 25 stocks showing net buying and 17 stocks showing net selling [1] - The top three stocks with net buying by institutions were Zhongtung High-tech, Dazhu CNC, and ST Jiaao, with net buying amounts of 305 million, 279 million, and 240 million respectively [1][2] - The top three stocks with net selling by institutions were Tongfu Microelectronics, Hunan Silver, and Fengyuzhu, with net selling amounts of 125 million, 102 million, and 95.56 million respectively [1][3] Group 2 - Zhongtung High-tech had a price increase of 10.00% with a net buying amount of 30,504.10 million [2] - Dazhu CNC experienced a price increase of 20.00% with a net buying amount of 27,864.81 million [2] - ST Jiaao saw a price increase of 4.22% with a net buying amount of 23,952.02 million [2]

Group 1 - The stock market showed positive performance with the Shanghai Composite Index rising by 0.08%, Shenzhen Component Index increasing by 0.7%, and the ChiNext Index up by 0.54% on January 21 [2] - The total market turnover reached 2.61 trillion yuan, with nearly 3,100 stocks experiencing gains [2] - Sectors such as gold, natural gas, semiconductors, CPO, and PCB saw significant increases [2] Group 2 - The top three net purchases on the Dragon and Tiger list were from Zhongtung High-tech, Longxin Zhongke, and Dazhu CNC, with net purchases of 577 million yuan, 269 million yuan, and 253 million yuan respectively [4] - The top three net sales were from Zhejiang Wenhulian, Hunan Silver, and Jiuding New Materials, with net sales of 399 million yuan, 220 million yuan, and 207 million yuan respectively [5] Group 3 - Zhongtung High-tech reported a 10% increase in stock price, closing at 41.68 yuan, with a turnover of 4.29 billion yuan and a net institutional purchase of 305 million yuan [8][12] - Longxin Zhongke's stock price rose by 20% to 177.72 yuan, with a turnover of 2.24 billion yuan and a net institutional purchase of 436.96 million yuan [13][18] - Dazhu CNC's stock price increased by 20% to 161.34 yuan, with a turnover of 1.36 billion yuan and a net institutional purchase of 279 million yuan [19][23] Group 4 - The semiconductor industry is experiencing a surge in AI server procurement, which is affecting the budget for general servers, leading to increased prices for server CPUs [17] - Dazhu CNC is expected to see a significant increase in net profit for 2025, projected to be between 785 million and 885 million yuan, driven by high demand for PCB equipment related to AI servers [23][24] - Zhongtung High-tech has confirmed an increase in tungsten metal resources by 91,700 tons and other associated minerals, enhancing its market position [12]

Group 1 - The stock of Dazhu CNC reached the daily limit, with a turnover rate of 2.21% and a transaction amount of 1.364 billion yuan, showing a volatility of 20.81% [2] - Institutional investors net bought 279 million yuan, while the Shenzhen Stock Connect recorded a net sell of 1.8277 million yuan [2] - The top five trading departments accounted for a total transaction of 751 million yuan, with a net buying amount of 253 million yuan [2] Group 2 - The latest margin trading data shows a total margin balance of 372 million yuan, with a financing balance of 372 million yuan and a securities lending balance of 779,800 yuan [3] - Over the past five days, the financing balance decreased by 28.772 million yuan, a decline of 7.19%, while the securities lending balance decreased by 30,640 yuan, a decline of 28.21% [3] - One institution rated the stock as a buy, with the highest target price set at 184.90 yuan by Guotou Securities [3] Group 3 - On January 21, the top buying departments included five institutional special seats, with the first and second seats buying 1.62578 billion yuan and 1.38127 billion yuan respectively [4] - The third buying department was the Shenzhen Stock Connect, which had a buying amount of 1.19366 billion yuan and a selling amount of 1.37644 billion yuan [4] - The selling departments included the Shenzhen Stock Connect and several institutional special seats, with notable selling amounts recorded [5]

证券之星消息，1月21日专用设备板块较上一交易日上涨2.35%，大族数控领涨。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。专用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301200 | 大族数控 | 161.34 | 20.00% | | 9.29万 | 13.64亿 | | 300837 | 浙矿股份 | 53.40 | 20.00% | | 9.98万 | = 5.04亿 | | 920455 | 汇隆活塞 | 10.50 | 20.00% | | 19.56万 | 2.02亿 | | 688630 | 心碁微装 | 194.88 | 16.26% | 14.32万 | | 27.32亿 | | 001360 | 南矿集团 | 26.16 | 10.01% | | 16.26万 | 4.13亿 | | 002890 | 弘宇股份 | 16.28 | 10.00% | | 4.84万 | 76 ...

1月21日，大族数控大宗交易成交27万股，成交额2904.66万元，占当日总成交额的2.09%，成交价 107.58元，较市场收盘价161.34元折价33.32%。 | 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2026-01-21 | 301200 | 大族数控 | 107.58 | 27.00 | | 2,904. q商证券股份有限 | 招商证券股份有限 | | | | | | | | 公司南京庐山路证 | 公司南京庐山路证 | | | | | | | | 劳营业部 | 券营业部 | ...

Group 1 - The stock of Dazhu CNC reached a daily limit increase of 20%, with a trading volume of 1.364 billion yuan and a turnover rate of 2.21% [1] - The post-market data shows that the Shenzhen Stock Connect special seat bought 119 million yuan and sold 138 million yuan, indicating active trading [1] - Three institutional special seats net bought 333 million yuan, while two institutional special seats net sold 54.566 million yuan, reflecting mixed institutional sentiment [1]

2026年1月21日，大族数控（sz301200）触及涨停，涨停价161.34元，涨幅20%，总市值686.52亿元，流 通市值679.86亿元，截止发稿，总成交额13.34亿元。 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，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。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 根据喜娜AI异动分析，大族数控涨停原因可能如下，H股发行+AI算力增长+技术领先： 1、公司H股发 行计划持续推进，已通过香港联交所聆讯。成功发行后将拓宽融资渠道，增强资金实力和国际影响力， 这一积极进展刺激了市场对公司的信心。 2、AI算力需求爆发式增长，驱动公司业绩大幅提升。2025年 净利润同比增160%-194%，扣非净利润增271%-319%。公司积极与行业龙头客户合作开展前沿技术研 发，针对 ...