Market Overview - The market experienced a high opening but retreated, with the three major indices briefly turning negative. By the end of the morning session, the Shanghai Composite Index rose by 0.27%, the Shenzhen Component Index increased by 0.24%, while the ChiNext Index fell by 0.17% [1] Sector Performance - The photovoltaic sector surged, led by space photovoltaic stocks, with JunDa Co., Ltd. achieving two consecutive trading limits, and several other stocks like GCL-Poly Energy and Mingyang Smart Energy hitting the daily limit [2] - The commercial aerospace sector remained active, with over ten constituent stocks reaching the daily limit, including Goldwind Technology and Runbei Aerospace Science and Technology [2] - The precious metals sector continued its strong performance, with silver and non-ferrous metals stocks achieving four consecutive trading limits, including China National Gold and Yuguang Gold Lead [2] - The AI application sector saw gains, with Zhejiang Wenhu Internet Technology achieving two trading limits in four days [2] - The pharmaceutical commercial sector was also active, with stocks like Renmin Tongtai and Yifeng Pharmacy hitting the daily limit [2] Declining Stocks - The computing hardware sector saw declines, with Tengjing Technology and Xinyi Sheng both dropping over 6% [3] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.89 trillion yuan, an increase of 19.4 billion yuan compared to the previous trading day [4] Individual Stock Highlights - Aerospace Electronics had the highest trading volume at over 16.2 billion yuan, followed by Zhongji Xuchuang and Xinyi Sheng [5]

【午评：创业板指冲高回落跌0.17% 商业航天、太空光伏概念持续爆发】智通财经1月23日电，市场早 盘冲高回落，三大指数一度集体翻绿。沪深两市半日成交额1.89万亿，较上个交易日放量194亿。盘面 上热点快速轮动，全市场超3500只个股上涨。从板块来看，光伏概念爆发，太空光伏方向领涨，钧达股 份2连板，协鑫集成、明阳智能、拓日新能等多股涨停。商业航天概念反复活跃，十余只成分股涨停， 金风科技、润贝航科、西部材料涨停。贵金属概念延续强势，白银有色4连板，中国黄金、豫光金铅涨 停。AI应用概念走高，浙文互联4天2板。医药商业概念表现活跃，人民同泰、益丰药房涨停。下跌方 面，算力硬件概念下挫，腾景科技、新易盛均跌超6%。截至收盘，沪指涨0.27%，深成指涨0.24%，创 业板指跌0.17%。 转自：智通财经 ...

1月23日，A股早盘窄幅震荡，截至午间收盘，沪指涨0.27%，深成指涨0.24%，创业板指下跌0.17%。 值得注意的是，商业航天带火太空光伏概念，华西证券指出，太空光伏是太空算力数据中心的唯一主能 源与系统级成本拐点，高日照效率与近乎零边际电价让轨道数据中心十年总成本较地面下降一个数量 级。它已成为商业航天和高端应用（如太空算力、数据中心、未来月球基地等）的战略性前沿解决方 案，太空光伏正在迎来其拐点时刻。 此外，值得关注的是，10点后多只宽基ETF集中放量，沪深300ETF华泰柏瑞成交超50亿，南方中证 1000ETF成交超44亿，华夏中证1000ETF成交超35亿，嘉实沪深300ETF、沪深300ETF华夏成交额均超 30亿。 盘面上，商业航天引爆太空光伏涨停潮，钧达股份等超10多股涨停，与此同时，商业航天产业链延续强 势，巨力索具3连板；有色、贵金属概念再度走强，白银有色4连板；医药商业、创新药等医药股概念强 势，益丰药房涨停；传媒等AI应用概端持续反弹，浙文互联4天2板；电网设备概念拉升，三变科技涨 停。下跌方面，燃气、煤炭等周期资源回调，保险、半导体等板块跌幅居前。 展望后市，德邦证券认为，近日市 ...

Market Overview - The market experienced a morning surge followed by a pullback, with major indices briefly turning negative. As of the midday close, the Shanghai Composite Index rose by 0.27%, the Shenzhen Component Index increased by 0.24%, while the ChiNext Index fell by 0.17% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.89 trillion yuan, an increase of 194 billion yuan compared to the previous trading day [1] Index Performance - Shanghai Composite Index: 4133.58, up 0.27%, with 1411 gainers and 835 losers [2] - Shenzhen Component Index: 14360.98, up 0.24%, with 1901 gainers and 916 losers [2] - ChiNext Index: 3322.96, down 0.17%, with 949 gainers and 419 losers [2] - The North Star 50 Index showed a significant increase of 3.36% [2] Sector Highlights - The photovoltaic sector saw a strong performance, particularly in space photovoltaic stocks, with companies like Junda Co. and Xiexin Integration hitting the daily limit [2] - The commercial aerospace sector was also active, with over ten stocks reaching the daily limit, including Jin Feng Technology and Runbei Aerospace [2] - Precious metals continued to show strength, with silver and non-ferrous metals stocks performing well, including China Gold and Yuguang Gold Lead [2] Other Notable Trends - AI application concepts gained traction, with Zhejiang Wenhu Internet achieving two consecutive limit-ups in four days [3] - The pharmaceutical commercial sector was active, with stocks like Renmin Tongtai and Yifeng Pharmacy hitting the daily limit [3] - Conversely, the computing hardware sector faced declines, with companies like Tengjing Technology and Xinyi Sheng dropping over 6% [3] Market Sentiment - 82.97% of users expressed a bullish outlook on the market [4] - The overall market saw 3507 stocks rising, 199 remaining flat, and 1767 declining, with 79 stocks hitting the daily limit [5] Trading Volume and Activity - The trading volume for the day was reported at 1.89 trillion yuan, reflecting a market heat index of 59, which is an increase of 119.4 billion yuan from the previous day [6] - The limit-up performance rate was recorded at 84%, with a high opening rate of 63% and a profit rate of 60% [7]

1月23日，A股三大股指早盘高开低走窄幅震荡，盘中一度集体转跌，截止午盘，沪指涨0.27%报 4133.58点，深成指涨0.24%报14360.98点，创业板指跌0.17%报3322.96点，科创50指数跌0.42%报 1535.14点；沪深两市半日成交额1.89万亿，全市场超3500只个股上涨。 盘面热点快速轮动，光伏概念爆发，太空光伏方向领涨，钧达股份2连板，协鑫集成、明阳智能、拓日 新能等多股涨停；商业航天概念反复活跃，十余只成分股涨停，金风科技、润贝航科、西部材料涨停。 贵金属概念延续强势，白银有色4连板，中国黄金、豫光金铅涨停；AI应用概念股活跃，浙文互联4天2 板；医药商业冲高回落，人民同泰、益丰药房涨停。半导体板块回调，聚辰股份跌近8%，神工股份、 龙芯中科、盛美上海跟跌；算力硬件概念下挫，腾景科技、新易盛均跌超6%；燃气股走低，银行、保 险股持续低迷。 热门板块 商业航天概念走高 商业航天概念走高，金风科技封涨停，此前德恩精工、东方日升、睿创微纳、润贝航科、西部材料等多 股涨停，信科移动、乾照光电、国博电子、臻镭科技均涨超10%。 消息面上，SpaceX计划于2027年推出其第二代星链系统，旨 ...

跌幅前五的行业分别是保险-1.37%、煤炭行业-0.54%、燃气-0.47%、航空机场-0.4%、电机-0.22%。 每经AI快讯：北京时间1月23日11:30，上证指数早盘上涨11.0点，涨幅为0.27%，报收4133.58点，成交额8072.92亿元；深证成指 上涨33.93点，涨幅为0.24%，报收14360.98点，成交额10856.3亿元；创业板指下跌5.69点，跌幅为0.17%，报收3322.96点，成交 额5063.3亿元；沪深300下跌16.67点，跌幅为0.35%，报收4707.04点，成交额4256.91亿元。 涨幅前五的行业分别是光伏设备7.23%、贵金属4.46%、珠宝首饰3.52%、医药商业3.12%、有色金属2.82%。 | 指数 | 最新 | 涨跌幅 | | --- | --- | --- | | 上证指数 | 4133.58 | 0.27% | | 深证成指 | 14360.98 | 0.24% | | 创业板指 | 3322.96 | -0.17% | | 沪深300 | 4707.04 | -0.35% | （记者 王晓波） 免责声明：本文内容与数据仅供参考，不构成投资建议 ...

Group 1 - The core viewpoint highlights that the global energy storage battery demand is entering a high prosperity phase due to the maturation of the domestic energy storage market, increasing overseas penetration rates, and frequent issues related to aging power grids and electricity shortages [1] - It is expected that the demand will continue to be strong in the short term, with Q1 2026 maintaining high capacity utilization rates across various segments [1] - The overall investment in the State Grid Corporation during the "14th Five-Year Plan" period is projected to reach 4 trillion yuan, representing a 40% increase compared to the previous plan [1] Group 2 - The ETF Guotai (159387) tracks the Innovation Energy Index (399266), which selects listed companies involved in clean energy production, storage, transmission, and application from the Shanghai and Shenzhen markets [2] - The index aims to reflect the overall performance of listed companies with technological innovation capabilities and growth potential in the renewable energy and related technology sectors [2]

Core Insights - The article highlights the significant growth and market interest in the Huabao AI ETF (159363), which has reached a scale of 6.303 billion yuan, making it the largest and most liquid AI-themed ETF in the dual innovation sector as of January 22, 2026 [1][4][5]. Fund Performance - The Huabao AI ETF experienced a rapid increase in scale, growing from over 5 billion yuan to over 6 billion yuan within just three trading days (January 14-19, 2026) [1]. - As of January 22, 2026, the ETF's average daily trading volume over the past six months exceeded 800 million yuan, indicating strong market activity [1][4]. Market Position - The Huabao AI ETF has surpassed 24 other similar AI-themed ETFs targeting the ChiNext and Sci-Tech Innovation Board, establishing itself as the "new king" in the dual innovation sector [1][4]. - It is the first ETF in the market to track the "ChiNext AI Index," which reflects the price changes of listed companies related to the AI theme on the ChiNext board [6][7]. Investment Strategy - The ETF is strategically positioned to capture the growth of AI commercialization, with approximately 60% of its portfolio allocated to computing power (primarily optical modules) and 40% to AI applications, effectively covering the entire AI industry chain [7][8]. - The fund manager emphasizes the ETF's dual focus on computing power and AI applications, aiming to benefit from the ongoing growth in AI commercialization [7]. Broader ETF Matrix - Huabao Fund has developed a comprehensive "AI+" ETF investment matrix, which includes various products that cover the entire AI industry chain, such as the Sci-Tech AI ETF and other thematic ETFs focused on financial technology and big data [8][9]. - The matrix also includes ETFs targeting specific applications of AI, such as healthcare and smart driving, indicating a strategic diversification in investment offerings [10][11].

Core Insights - The Huabao Entrepreneurial Board AI ETF (159363) has reached a scale of 6.303 billion yuan, becoming the largest and most liquid AI ETF in the dual innovation track as of January 22, 2026 [1][16] - The ETF's scale increased from over 5 billion to over 6 billion yuan within just three trading days, highlighting its strong market appeal [1][16] - The ETF is the first in the market to track the "Entrepreneurial Board AI Index," which reflects the stock price changes of companies related to the AI theme [5][20] Fund Performance - As of January 22, 2026, the ETF has a daily average trading volume exceeding 800 million yuan over the past six months, indicating its high liquidity [1][16] - On January 22, the ETF's price surged by 3.03%, with a net subscription of 22 million units, and it has seen an increase of nearly 2 billion yuan in the past ten days [5][20] Investment Strategy - The ETF's manager believes in a dual-line layout of computing power and AI applications, covering the entire AI industry chain from infrastructure to deep integration with various sectors [6][21] - Approximately 60% of the ETF's holdings are allocated to computing power (mainly optical modules), while about 40% are invested in AI applications, positioning it to benefit from the commercialization of AI [6][21] Product Matrix - Huabao Fund has established a comprehensive "AI+" ETF investment matrix, including various products that cover the entire AI industry chain [8][23] - The matrix includes the Sci-Tech Innovation AI ETF and other thematic ETFs focusing on financial technology, big data, and AI applications in various sectors [8][23] Market Trends - The AI sector is transitioning from concept to industrialization, with application scenario ETFs expected to witness significant potential [10][25] - The healthcare sector is identified as a crucial area for AI applications, with potential impacts on clinical diagnosis, medical software upgrades, and drug development [10][25]

分行业看，业绩增幅预计翻倍股主要集中在基础化工、电力设备、机械设备等行业，分别有7只、5只、 4只个股上榜。 138家创业板公司2025年度业绩预告亮相，业绩预增公司有68家，占比49.28%。 证券时报·数据宝统计显示，截至1月23日，138家创业板公司公布了2025年业绩预告。按业绩预告类型 进行统计，预增公司有68家，预盈16家，合计报喜公司比例为60.87%；业绩预降、预亏、减亏公司分 别有17家、24家、10家。 业绩预喜公司中，以预计净利润增幅中值统计，共有42家公司净利润增幅超100%；净利润增幅在 50%~100%之间的有19家。具体来看，回盛生物预计净利润增幅最高。公司预计2025年度实现净利润增 幅中值为1355.24%；中泰股份、合康新能预计净利润同比增幅中值分别为677.22%、507.03%，增幅位 列第二、第三。 | 300809 | 华辰装 | 2026.01.20 | 217.84 | 42.24 | 10.95 | 机械设 | | --- | --- | --- | --- | --- | --- | --- | | | 备 | | | | | 备 | | 300796 | ...