Di Yi Cai Jing·2026-01-29 07:19Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 3.23 trillion yuan, an increase of 264.6 billion yuan compared to the previous trading day [1][6] - The A-share market experienced fluctuations, with the Shanghai Composite Index closing up by 0.16%, while the Shenzhen Component Index and the ChiNext Index fell by 0.3% and 0.57%, respectively [1][2] Sector Performance - The liquor sector saw a surge, with Kweichow Moutai rising over 8%, and nearly 20 stocks in the sector hitting the daily limit [2] - Oil and gas stocks continued to perform strongly, with Intercontinental Oil and Gas achieving five consecutive trading limits in seven days [4] - The semiconductor, computing hardware, commercial aerospace, and humanoid robot sectors experienced noticeable pullbacks [2] Individual Stock Highlights - Notable gainers in the liquor sector included: - Jinzhongzi Wine: +10.04% [3] - Liquor stocks such as Luzhou Laojiao and Wuliangye also saw increases of +10% [3] - In the oil and gas sector, Keli Co., Ltd. surged by 29.99%, while Tongyuan Petroleum and Qianeng Hengxin rose by 20.04% and 20.00%, respectively [5] Capital Flow - Main capital inflows were observed in the media, food and beverage, and real estate sectors, while outflows were noted in the semiconductor, non-ferrous metals, and home appliance sectors [9] - Specific stocks with significant net inflows included Kweichow Moutai (3.339 billion yuan), Bluefocus (2.898 billion yuan), and Wuliangye (1.703 billion yuan) [10] - Conversely, Industrial Fulian, Sungrow Power, and SMIC faced net outflows of 6.531 billion yuan, 1.787 billion yuan, and 1.427 billion yuan, respectively [10] Institutional Insights - Citic Securities noted that the index faces pressure above and support below, emphasizing the need to monitor changes in trading volume [11] - Dexun Securities suggested that the index is likely to maintain narrow fluctuations in the short term [11] - Dongwu Securities indicated that if trading volume effectively supports the market, there is potential for the market to reach new highs in the short term [11]