Market Overview - The market experienced fluctuations in the early session, with the ChiNext index rising over 1% at one point. By the end of the morning session, the Shanghai Composite Index increased by 0.16%, the Shenzhen Component Index rose by 0.76%, and the ChiNext index gained 0.85%. Over 2,900 stocks in the market saw an increase [1]. Sector Performance - Precious metals continued to surge, with Hunan Silver achieving two consecutive trading limits. The chip industry chain saw expanded gains, with companies like Huada Technology, Longxin Zhongke, and Zhizheng Co., Ltd. hitting the daily limit. The lithium mining sector also rebounded, with Shengxin Lithium Energy and Dazhong Mining both reaching the daily limit [2]. - Conversely, the consumer sector weakened collectively, with the liquor and tourism hotel sectors leading the decline. The coal sector also fell, with Dayou Energy dropping nearly 8% [3]. Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.63 trillion yuan, a decrease of 216.9 billion yuan compared to the previous trading day. Notably, Haiguang Information led individual stock trading with a volume exceeding 13.8 billion yuan, followed by Xinwei Communication, Xinyi Sheng, and Aerospace Electronics [4]. Individual Stock Highlights - Haiguang Information saw a significant increase of 12.40%, closing at 285.74 yuan, with a trading volume of 138.51 billion yuan [5]. - Xinwei Communication experienced a decline of 7.98%, closing at 75.09 yuan, with a trading volume of 109.64 billion yuan [5]. - New Yi Sheng increased by 3.86%, closing at 397.34 yuan, with a trading volume of 107.57 billion yuan [5]. - Aerospace Electronics rose by 7.15%, closing at 28.19 yuan, with a trading volume of 107.46 billion yuan [5].

早盘A股三大指数低开高走，截至午间收盘，沪指涨0.16%，报4120.1点，深成指涨0.76%，报14263.2点，创业板指涨0.85%，报3306点，科创50指 数涨2.96%，报1526.83点。沪深两市合计成交额16309.65亿元，全市场近2900只个股上涨。 国际黄金期货价格和现货价格均再创新高，突破每盎司4800美元。多家品牌金饰价已逼近1500元，其中，周生生足金饰品报1495元/克，较1月20日 1454元/克涨41元/克。老凤祥足金饰品报1498元/克，较1月20日1456元/克涨42元/克。老庙黄金足金饰品报1493元/克，较1月20日1455元/克涨38元/ 克。 小金属板块走强，中钨高新、章源钨业、厦门钨业盘中创新高，翔鹭钨业、宝武镁业、云南锗业跟涨。有分析称在全球进入降息周期、美元走 弱、需求复苏、地缘风险等多重因素影响下，有色金属战略价值与经济价值迎来共振，2026年板块景气持续性有望超预期。 板块题材上，黄金、有色金属、CPO、半导体、机器人、盐湖提锂、6G概念股涨幅居前；白酒、煤炭、零售、旅游及酒店、电力、机场航运、电 网设备板块跌幅居前。 黄金概念股持续走高，晓程科技盘中创新 ...

Market Overview - The market experienced a volatile upward trend in early trading, with the ChiNext Index rising over 1% at one point. By midday, the Shanghai Composite Index increased by 0.16%, the Shenzhen Component Index by 0.76%, and the ChiNext Index by 0.85% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.63 trillion yuan, a decrease of 216.9 billion yuan compared to the previous trading day [1][6] Index Performance - Shanghai Composite Index: 4120.10, up 0.16%, with 1205 stocks rising and 1048 falling [2] - Shenzhen Component Index: 14263.20, up 0.76%, with 1626 stocks rising and 1170 falling [2] - ChiNext Index: 3306.00, up 0.85%, with 871 stocks rising and 479 falling [2] Sector Performance - The precious metals sector continued to surge, with Hunan Silver achieving two consecutive trading limits [2] - The semiconductor industry saw significant gains, with multiple stocks such as Huada Technology and Longxin Zhongke hitting trading limits [2] - The lithium mining sector rebounded, with companies like Shengxin Lithium Energy and Dazhong Mining also reaching trading limits [2] Declining Sectors - The consumer sector collectively weakened, particularly in the liquor and tourism hotel segments [3] - The coal sector faced declines, with Dayou Energy dropping over 8% [3] Market Sentiment - 71.21% of users are bullish on the market [4] - The market showed a high limit-up rate of 76% and a profit rate of 59% for stocks that hit trading limits yesterday [7]

每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 1月21日，创业板新能源ETF华夏（159368）上涨1.31%，持仓股天华新能涨超6%，湖南裕能涨超 5%，宁德时代涨超2%。 中信建投研报称，一季度催化不断，继续旗帜鲜明看好固态电池板块春季行情。节能与新能源汽车 产业发展部际联席会议2026年度工作会议在京召开，提出加快突破全固态电池、高级别自动驾驶等技 术，这是固态电池技术在重要会议上被再次提及，进一步体现其重要性。与此同时，首个国家级固态电 池标准《电动汽车用固态电池 第1部分：术语和分类》已进入征求意见阶段，为固态电池设置更为严格 标准，且以"混合固液电池"作为标准术语，有望极大减少行业名词混用的乱象。随着固态电池中期验收 如期进行，各企业中试线样品受到严苛检验，技术方案将进一步收敛，确定性逐步增强，头部电池厂及 整车厂有望开启新一轮订单招标，看好春季行情下固 ...

Market Performance - The three major indices opened lower but rose throughout the day, with the Shenzhen Component Index and the ChiNext Index both rising over 1% at one point [1] - As of the midday close, the Shanghai Composite Index increased by 0.16%, the Shenzhen Component Index by 0.76%, and the ChiNext Index by 0.85% [1] Sector Performance - The semiconductor sector showed strong performance, with stocks such as Longxin Technology, Jianghua Micro, and Huatiankeji hitting the daily limit [1] - The gold concept continued its strong trend, with stocks like Zhaojin Mining, Silver Base, and Hunan Silver also reaching the daily limit [1] - The CPO concept saw gains, with Tongfu Microelectronics and Guanghe Technology hitting the daily limit [1] - The lithium mining sector was strong, with stocks like Dazhong Mining and Shengxin Lithium Energy reaching the daily limit [1] - The storage chip concept was active, with stocks such as Zhizheng Co. and Yingfang Micro also hitting the daily limit [1] - The glass substrate concept experienced fluctuations but ultimately rose, with stocks like Woge Optoelectronics and Maigemeite reaching the daily limit [1] Overall Sector Trends - The healthcare, non-ferrous metals, semiconductor, and components sectors had the largest gains [1] - Conversely, the coal, tourism, liquor, and hotel catering sectors experienced the largest declines [1]

Group 1 - The core viewpoint emphasizes that technological innovation, particularly in artificial intelligence and smart manufacturing, is a key driver for market indices, with strategic emerging industries pushing the index upward [1] - The "Artificial Intelligence+" initiative has been included in the 14th Five-Year Plan, indicating accelerated technological breakthroughs and industrial applications [1] - The ChiNext 50 Index, representing new economy sectors, is expected to benefit from multiple drivers including technological innovation, industrial upgrades, and policy dividends [1] Group 2 - The ChiNext 50 ETF (159375) tracks the ChiNext 50 Index (399673), which has a daily price fluctuation limit of 20% and selects 50 securities with high average trading volumes from the ChiNext market [1] - The industry allocation of the index is focused on emerging growth areas such as power equipment and new energy, pharmaceuticals, and information technology, reflecting the performance of companies with strong growth and high technological innovation attributes [1]

Group 1 - The core viewpoint highlights the integration of AI capabilities in applications like Qianwen App with Alibaba's ecosystem, indicating a trend towards AI-enhanced shopping experiences [1] - OpenAI and Google are actively investing in the AI and healthcare sectors, reflecting a broader commitment to AI technology across industries [1] - A BCG report reveals that over 90% of companies plan to maintain long-term investments in AI, with some aiming to double their AI investments by 2026, indicating a strategic shift led by CEOs [1] Group 2 - Alibaba Cloud aims to capture 80% of the incremental AI cloud market in China by 2026, showcasing aggressive growth targets in the AI sector [1] - The Guotai Artificial Intelligence ETF (159388) tracks the entrepreneurial board AI index (970070), which includes companies involved in AI technologies and applications, reflecting high growth and innovation characteristics [1]

Group 1 - The core point of the news is that the AI-driven storage chip market is experiencing a supply shortage due to production cuts by major players like Samsung and SK Hynix, which is expected to continue into the future driven by increasing demand from AI infrastructure [2] - Samsung's NAND wafer production is set to decrease from 4.9 million pieces last year to 4.68 million pieces this year, which is below the reduction level implemented in 2024 due to declining profitability [2] - SK Hynix's NAND production is also expected to drop from approximately 1.9 million pieces last year to 1.7 million pieces this year, indicating a broader trend of reduced supply in the market [2] Group 2 - Micron Technology executives have noted that the shortage of memory chips has worsened over the past quarter, reiterating that the high demand for advanced semiconductors required for AI infrastructure will sustain this shortage beyond this year [2] - Open Source Securities has indicated that the ongoing demand for AI is boosting the storage industry's prosperity, benefiting upstream sectors like fabrication and testing, with a clear trend of price increases expected [2] - The first AI-focused ETF, Yongying (159141), launched on December 3, 2025, aims to cover core AI industry chain targets, with over 78% of its allocation in AI chips, optical modules, and cloud computing [2][3]

| 代码 | 简称 | 最新融资余额(万 | 融资余额环比增减 | 收盘价 | 当日涨跌幅 | 所属行 | | --- | --- | --- | --- | --- | --- | --- | | | | 元） | （%） | （元） | （%） | 业 | | 301218 | 华是科 技 | 10001.51 | 53.73 | 29.77 | 1.33 | 计算机 | | 301189 | 奥尼电 | 12780.66 | 29.19 | 43.43 | 2.26 | 电子 | | | 子 | | | | | | | 300614 | 百川畅 银 | 7454.61 | 21.38 | 15.08 | 10.40 | 环保 | | 301499 | 维科精 密 | 7512.22 | 20.59 | 32.31 | 1.64 | 汽车 | | 300012 | 华测检 | 48301.69 | 16.42 | 16.41 | 7.89 | 社会服 | | | 测 | | | | | 务 | | 300986 | 志特新 材 | 47356.43 | 15.79 | 33.80 | 19.01 | 建筑 ...

Group 1 - The core idea of the article highlights the intersection of the hairdressing and used car industries, emphasizing the growing market opportunities driven by rising living standards and automotive consumption upgrades [1] - The protagonist, Mr. Zhu, a hair salon owner, identifies a potential market in the used car trading sector and expresses a desire to venture into this field despite the challenges posed by high capital requirements [1] - Financial support from Chengwu Rural Commercial Bank plays a crucial role in enabling Mr. Zhu to expand his business, as he receives a personal operating loan of 200,000 yuan, which alleviates his cash flow issues and empowers him to pursue his entrepreneurial dreams [1] Group 2 - The bank's commitment to providing flexible and convenient credit services aligns with its mission to support local entrepreneurs and contribute to the real economy, thereby embodying the principles of inclusive finance [2] - The bank aims to continue fostering regional economic development and supporting more entrepreneurs in their business endeavors, reinforcing its role as a partner in realizing entrepreneurial aspirations [2]