Market Overview - On January 16, A-shares opened high but fell back, with all three major indices closing in the red. The Shanghai Composite Index dropped by 0.22%, the Shenzhen Component Index fell by 0.1%, and the ChiNext Index decreased by 0.01%. The total market turnover exceeded 2 trillion yuan, an increase of 114.9 billion yuan compared to the previous trading day, with over 3,300 stocks declining [1]. Sector Performance - The semiconductor chip sector showed strong performance, with Longji Technology hitting the daily limit and reaching a five-year high. Other stocks like Kangqiang Electronics and Shenghui Integration also hit the daily limit, while Blue Arrow Electronics and Jingce Electronics rose over 10%. According to招商证券, the AI-driven global storage chip industry has entered a "super cycle," with supply-demand mismatches leading to unexpected price increases. Domestic and international storage expansions are ongoing, and the IPO pace for Changxin and Changcun is accelerating, indicating positive investment opportunities in upstream semiconductor equipment [4]. Electric Power Equipment - The electric power equipment sector was one of the biggest highlights in the morning session, with stocks like Electric Science Institute, Hancable, and Guangdian Electric hitting the daily limit. Other stocks such as Wansheng Intelligent and Yinen Power also saw significant gains. Reports indicate that the State Grid announced on January 15 that fixed asset investments during the 14th Five-Year Plan period are expected to reach 4 trillion yuan, a 40% increase compared to the previous plan, aimed at building a new power system [6]. Notable Stocks - The stock Zhitex New Materials, which had previously surged with a 198.57% increase, faced a 20% drop upon resuming trading after a suspension for verification due to its rapid price increase. The company confirmed that its main business does not involve the hot concepts driving its stock price and that AI technology used in material development is provided by a partner [7]. - The stock *ST Chengchang experienced a "limit-up" phenomenon after resuming trading, rising from a limit down to a limit up within a minute. The stock had previously seen a cumulative increase of 162.65% over 25 trading days, with 19 limit-up days [9]. Market Sentiment - The commercial aerospace sector experienced a collective pullback during the suspension of *ST Chengchang, with the commercial aerospace index dropping by 11.38% from January 13 to January 15, affecting core stocks like China Satellite Communications and Haige Communication [8].

存储芯片概念16日盘中走势活跃，截至发稿，精测电子、蓝箭电子、佰维存储涨超10%，康强电子、长 电科技涨停；江波龙涨约8%，盘中创出新高。 近日，市场研究机构Counterpoint Research发布存储市场内存月度价格追踪报告，正式宣告全球存储行 业已进入"超级牛市"阶段，当前行情甚至超越2018年历史高点。在AI算力需求与服务器扩容持续激增的 推动下，DRAM（动态随机存取存储器）与NAND Flash（非易失性内存器件）供应商议价能力已达历 史最高水平。报告显示，2025年第四季度存储价格已飙升40%以上，预计2026年一季度其价格将再度上 涨40%至50%，二季度仍有望继续上扬约20%。 机构表示，AI驱动全球存储芯片行业迈入"超级周期"阶段，供需错配带动产品涨价幅度超预期。国内外 存储扩产持续推进，长鑫、长存IPO节奏加速，看好上游半导体设备投资机会。 （文章来源：证券时报网） ...

Group 1 - The Advanced Packaging Index increased by 2% on January 16 [1] - Among the constituent stocks, Blue Arrow Electronics rose by 8% [1] - Kangqiang Electronics saw an increase of 5.74% [1] - Liyang Chips experienced a rise of 5.29% [1] - Deep Technology grew by 2.49% [1] - Changdian Technology increased by 2.30% [1]

Market Overview - A-shares exhibited mixed performance with the Shanghai Composite Index declining by 0.33% to close at 4112.6 points, barely holding above the 4100 mark, while the Shenzhen Component Index rose by 0.41% and the ChiNext Index increased by 0.56% [1] - The total trading volume in the A-share market fell below 3 trillion yuan, decreasing by approximately 1 trillion yuan compared to the previous day [1] Semiconductor Sector - The semiconductor sector showed strong performance in the afternoon, with notable gains in lithography machines and memory chips, leading to stocks like Blue Arrow Electronics and Silicon Power reaching a 20% limit up [2] - The U.S. semiconductor equipment stocks also surged, with companies like ASML and TSMC rising over 4% [3] - Blue Arrow Electronics announced plans to acquire at least 51% of Chengdu Xinyi Technology, a move aimed at expanding its capabilities in the semiconductor design industry [3] - The semiconductor industry is experiencing price increases across various segments due to heightened demand from AI applications, with expectations of improved profitability [4] Non-Ferrous Metals Sector - The non-ferrous metals sector was notably active, with stocks like Sichuan Gold and Xianglu Tungsten hitting the daily limit up [5] - Silver prices surged over 7%, reaching historical highs, while gold also hit record levels at $4643 per ounce [5] - Geopolitical tensions are expected to drive demand and price appreciation for strategic metals such as copper, tungsten, and cobalt [6] Energy Storage Sector - The energy storage sector saw active performance, particularly in battery stocks, with lithium carbonate prices reaching a two-year high [8] - A meeting on the new energy vehicle industry emphasized the need for fair competition and innovation, projecting that by 2025, China's automobile production and sales will exceed 34 million units, with new energy vehicles accounting for over 50% of domestic sales [8]

证券日报网讯1月15日，蓝箭电子（301348）发布公告称，公司于2026年1月15日召开了2026年第一次临 时股东会，审议通过了《关于补选第五届董事会独立董事的议案》，选举安林女士、张小键先生为公司 第五届董事会独立董事。 ...

证券日报网讯 1月15日，蓝箭电子发布公告称，公司第五届董事会第十二次会议审议通过《关于调整公 司各专门委员会组员的议案》。 （文章来源：证券日报） ...

（编辑 丛可心） 证券日报网讯 1月15日，蓝箭电子发布公告称，公司股票交易价格连续3个交易日（2026年1月13日、 2026年1月14日、2026年1月15日）内收盘价格涨幅偏离值累计达到37.11%，属于股票交易异常波动。 公司董事会核实后表示，前期披露信息无需更正补充，未发现未公开重大信息，经营环境未发生重大变 化，控股股东及实控人不存在应披露未披露事项，亦未在异动期间买卖股票。公司正筹划现金收购成都 芯翼科技有限公司不低于51%股权，已签意向协议但交易存在不确定性。 ...

格隆汇1月15日｜蓝箭电子发布异动公告，公司股票交易价格连续3个交易日内收盘价格涨幅偏离值累计 达到37.11%，根据《深圳证券交易所交易规则》的有关规定，属于股票交易异常波动的情况。公司正 在筹划以现金方式收购成都芯翼科技有限公司不低于51%的股权并实现对其控股，该事项尚在推进中， 目前已签署股权收购意向协议。本次签署的收购意向协议仅为框架性协议，系公司与交易对方就收购事 宜达成的初步意向，最终交易能否达成尚存在不确定性。 ...

Strong Stocks - As of January 15, the Shanghai Composite Index fell by 0.33% to 4112.6 points, while the Shenzhen Component Index rose by 0.41% to 14306.73 points, and the ChiNext Index increased by 0.56% to 3367.92 points [1] - A total of 64 stocks in the A-share market hit the daily limit up, with the top three strong stocks being Sanbian Technology (002112), Waiservice Holdings (600662), and Shenglu Communication (002446) [1] - The top 10 strong stocks with specific data include: - Sanbian Technology (002112): 3 consecutive limit ups, turnover rate of 53.86%, and a closing price of 29.4 [1] - Waiservice Holdings (600662): 3 consecutive limit ups, turnover rate of 6.38%, and a closing price of 9.92 [1] - Shenglu Communication (002446): 3 limit ups in 4 days, turnover rate of 34.74%, and a closing price of 39.4 [1] Strong Concept Sectors - The top three concept sectors with the highest increase in A-shares are Photoresist, SMIC Concept, and Storage Chips [2] - The top 10 concept sectors with relevant data include: - Photoresist: increased by 2.83% [3] - SMIC Concept: increased by 2.59% [3] - Storage Chips: increased by 2.33% [3] - National Big Fund Holdings: increased by 2.3% [3] - Glyphosate: increased by 2.29% [3] - Phosphate Chemicals: increased by 2.14% [3] - Zinc Metal: increased by 2.12% [3] - Lithography Machines: increased by 2.05% [3] - Metal Drilling: increased by 2.02% [3] - Horse Racing Concept: increased by 1.93% [3]

证券代码：301348 证券简称：蓝箭电子 公告编号：2026-006 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 6、公司不存在违反公平信息披露规定的其他情形。 佛山市蓝箭电子股份有限公司（以下简称"公司"）股票交易价格连续 3 个交易日（2026 年 1 月 13 日、2026 年 1 月 14 日、2026 年 1 月 15 日）内收 盘价格涨幅偏离值累计达到 37.11%，根据《深圳证券交易所交易规则》的有 关规定，属于股票交易异常波动的情况。 针对公司股票交易异常波动情况，公司董事会就相关问题进行了核实，现 将相关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、除已披露的公告外，公司未发现近期公共传媒报道了可能或已经对公 司股票交易产生较大影响的未公开重大信息； 3、公司近期经营情况及内外部经营环境不存在发生或预计将要发生重大 变化的情形； 4、公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的 重大事项，或处于筹划阶段的重大事项； 5、在股票异动期间，公司控股股东和实际控制人不存在买卖公司股票的 行为； 7、公司 ...