AI产业链强势回归！电网设备行业景气，两公司股价涨停创历史新高——道达涨停复盘

Market Overview and Sector Characteristics - The Shanghai Composite Index rose by 1.22%, with the median stock price increase of 1.07% [2] - A total of 65 stocks hit the daily limit up, an increase of 28 from the previous day, while 4 stocks hit the limit down, an increase of 2 [2] - The sectors with the most limit-up stocks included automotive parts, electric grid equipment, and chemical pharmaceuticals [2] Key Sectors and Concepts - Automotive Parts: 8 stocks reached the limit up, driven by policy support and accelerated automation transformation [3] - Electric Grid Equipment: 7 stocks reached the limit up, benefiting from new infrastructure investments and increasing electricity demand [3] - Chemical Pharmaceuticals: 5 stocks reached the limit up, supported by recent policy backing and recovering market demand [3] - Robotics: 13 stocks reached the limit up, supported by policy backing and improved industry conditions [4] - Cloud Computing Data Centers: 6 stocks reached the limit up, driven by policy support and growing digitalization needs [4] - Domestic Chips: 6 stocks reached the limit up, accelerated by domestic substitution and policy support [4] Notable Limit-Up Stocks - 16 stocks reached new highs in the past year, indicating strong market interest and upward trends [5] - 5 stocks reached historical highs, suggesting robust momentum and minimal resistance above [5] Main Capital Inflows - The top 5 stocks by net capital inflow included Sanhua Intelligent Controls (1.611 billion yuan), New Clean Energy (650 million yuan), and others [7] - The top 5 stocks by net inflow as a percentage of market value included Tengda Technology (7.18%), Rongji Software (4.47%), and others [8] Limit-Up Stock Characteristics - The stocks with the highest sealing funds included Asia-Pacific Pharmaceuticals (463 million yuan), Sanhua Intelligent Controls (311 million yuan), and others [9] - The number of stocks with consecutive limit-ups indicates strong market interest, with 58 stocks hitting their first limit-up today [10]