人形机器人概念拉升 午后，人形机器人概念布局拉升，锋龙股份（002931）18连板，天奇股份盘中涨停，兆丰股份、汉宇集团跟涨。 消息面上，工业和信息化部副部长张云明在发布会上表示，将发布人形机器人与具身智能综合标准化体系建设指南。张 云明指出，下一步，工业和信息化部将持续推动人形机器人技术创新和迭代升级，以人形机器人为小切口带动具身智能 大产业发展。着力"攻技术"，持续组织揭榜挂帅等任务，布局国家科技重大项目，提升大模型、一体化关节、算力芯片 等技术水平。 锋龙股份斩获18连板。此前，锋龙股份公告，2025年12月24日，公司控股股东及实际控制人等与深圳市优必选科技股份 有限公司签署了股份转让协议，优必选拟通过"协议转让+要约收购"的方式入主锋龙股份，交易完成后公司控股股东及实 际控制人将发生变更。 光伏板块多股涨停 午后，光伏概念持续拉升，隆基绿能封涨停，此前连城数控、欧普泰、拉普拉斯等多股涨停，艾能聚、天合光能、高测 股份、帝科股份等涨幅居前。 1月23日，三大指数集体高开，全天维持震荡走势。截至收盘，沪指涨0.33%，深证成指涨0.79%，创业板指涨0.63%。 盘面上，光伏产业链爆发，太空光伏方向领涨 ...

证券之星消息，1月23日冶钢原料板块较上一交易日上涨4.55%，大中矿业领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。冶钢原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 001203 | 大中矿业 | 33.15 | 9.99% | 57.26万 | 18.34 乙 | | 000923 | 河钢资源 | 25.02 | 5.21% | 19.44万 | 4.76亿 | | 600516 | 方大炭素 | 6.05 | 4.67% | 115.26万 | 6.88亿 | | 696109 | 示范围换 | 11.83 | 4.32% | 62.11万 | 7.27亿 | | 000655 | 金岭矿业 | 10.68 | 3.29% | 19.61万 | 2.07亿 | | 600382 | 广东明珠 | 9.38 | 3.08% | 50.59万 | 4.74亿 | | 000629 | 钢钛股份 | 3.8 ...

1月23日，三大指数集体高开，全天维持震荡走势。截至收盘，沪指涨0.33%，深证成指涨0.79%，创业板指涨0.63%。 盘面上，光伏产业链爆发，太空光伏方向领涨。商业航天概念股再度大涨，基本金属板块掀涨停潮，AI应用、机器人题 材活跃。算力硬件产业链调整，CPO方向领跌。 人形机器人概念拉升 午后，人形机器人概念布局拉升，锋龙股份（002931）18连板，天奇股份（002009）盘中涨停，兆丰股份（300695）、 汉宇集团（300403）跟涨。 消息面上，工业和信息化部副部长张云明在发布会上表示，将发布人形机器人与具身智能综合标准化体系建设指南。张 云明指出，下一步，工业和信息化部将持续推动人形机器人技术创新和迭代升级，以人形机器人为小切口带动具身智能 大产业发展。着力"攻技术"，持续组织揭榜挂帅等任务，布局国家科技重大项目，提升大模型、一体化关节、算力芯片 等技术水平。 固态电池概念走强 固态电池概念震荡走强，欧克科技（001223）涨停，纳科诺尔、先惠技术、容百科技涨幅靠前。 消息面上，1月22日，广汽集团在互动平台回答投资者提问时表示，公司正积极推进全固态电池的自主研发与产业化落 地，2025年11 ...

消息面上，1月22日，特斯拉CEO马斯克在瑞士达沃斯世界经济论坛年会期间，与贝莱德CEO拉里·芬克 的对谈中明确力挺太空光伏，并披露关键产能规划。他表示，SpaceX与特斯拉正同步推进太阳能产能 提升，目标在未来三年内实现每年100GW的太阳能制造能力。 | 序号 | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅√ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 920368 | 连城数控 | (0) | 47.16 | +10.88 | 29.99% | | 2 | 920414 | 欧普泰 | | 17.21 | +3.97 | 29.98% | | 3 | 688726 | 拉普拉斯 | | 55.54 | +9.26 | 20.01% | | বা | 688223 | 晶科能源 | | 6.90 | +1.15 | 20.00% | | 5 | 300751 | 迈为股份 | | 324.36 | +54.06 | 20.00% | | 6 | 300724 | 捷佳伟创 | | 134.10 | +22.35 | 20.00% | ...

创业板指放量上涨0.63%，成交额超三万亿，全市场超百股涨停，光伏、商业航天概念集体爆发。锋龙股份18连板，江化微5连板，一图看懂>> 钧达股份 2天2板 公司与尚翼光电达成战略合作,双方将围绕钙钛矿电池技术在太空能源的应用展开合作 美辰股份 公司为全球光伏组件设备龙头;表示与印度能源巨头Adani集团旗下太阳能光伏制造公 司AdaniSolar签署2GW光伏组件高效自动化生产线合作协议 福斯特 公司为全球光伏封装材料EVA胶膜和PO胶膜的龙头 正泰电源 公司开发110kW左右功率的光伏并网逆变器,主要应用于工商业屋顶光伏项目配套使 用;公告收购正泰电源,标的主要从事光伏逆变器、储能变换器及系统集成的研产销, 核心产品包括组串式光伏逆变器、集中式光伏逆变器、光伏储能监控等 鹿山新材 1、国内领先的高性能热熔粘接材料企业之一;公司主营光伏封装胶膜、油气管道防腐 热熔胶等; 2、在固态锂电池电芯内部关键材料方面,公司开发了固态锂电池用硅碳负 极功能粘结材料(PAA) 鲁阳节能 光热发电带动保温材料;中国陶瓷纤维龙头;主要从事陶瓷纤维、可溶纤维、氧化铝纤 维、轻质莫来石砖等耐火保温产品的研产销及施工业务；纳米气凝胶 ...

人民财讯1月23日电，今日三大指数集体高开，全天维持震荡走势。截至收盘，沪指涨0.33%，深证成 指涨0.79%，创业板指涨0.63%。盘面上，光伏概念大涨，东方日升、协鑫集成、太阳能等多股涨停。 商业航天概念持续走强，通宇通讯、钧达股份、金风科技等多股涨停。贵金属板块活跃，白银有色、中 国黄金等涨停。锂矿概念走高，威领股份、大中矿业涨停。固态电池概念走强，欧克科技、上海洗霸、 鹿山新材等涨停。钢铁板块震荡走高，酒钢宏兴、武进不锈涨停。有色、电气设备、矿物制品等板块涨 幅居前；保险、船舶、酒店餐饮、煤炭等板块跌幅居前。沪深两市成交额突破3万亿元。 ...

1月23日，A股全天下来共有121只涨停股、2只跌停股。钙钛矿电池概念活跃，沃格光电3天2板，钧达 股份2连板，捷佳伟创、太阳能等涨停；电力设备板块走强，明阳智能2连板，金风科技、迈为股份等涨 停；BC电池概念上涨，宇晶股份2连板。 *ST奥维连续11日跌停，*ST万方连续9日跌停。 连板股方面，锋龙股份18连板，江化微5连板，金安国纪7天4板，ST八菱5天4板，*ST长药、白银有色4 连板，汉商集团5天3板，巨力索具、ST新华锦等3连板，浙文互联、山东赫达等4天2板，大中矿业3天2 板，*ST铖昌、西部材料等2连板，中国卫星、铜陵有色等涨停。 ...

Core Viewpoint - The steel industry is entering a new phase of "reduction and quality improvement," with increasing differentiation and structural changes expected [1] Group 1: Steel Industry Overview - The steel sector experienced a rise on the 23rd, with companies like Jiugang Hongxing, Wujin Stainless Steel, and Dazhong Mining hitting the daily limit, while Fushun Special Steel and Sangang Min Guang increased by over 5% [1] - According to CICC, the new capacity replacement policy for 2025 is expected to tighten, and the new industry standards will likely promote graded management within the sector [1] Group 2: Environmental and Regulatory Factors - The implementation of ultra-low emission modifications and green indicators is anticipated to become a new tool for differentiated production control [1] - By 2026, the steel industry is expected to see a reduction in internal competition, with supply clearing expected to accelerate, benefiting ESG-compliant companies first [1] Group 3: Special Steel Sector Insights - As the "14th Five-Year Plan" begins, the domestic manufacturing sector is projected to maintain high prosperity through 2026, supported by national encouragement for technological innovation and increased investment in advanced manufacturing [1] - The acceleration of domestic substitution for key materials due to trade frictions is expected to benefit the industry by concentrating resources in high value-added areas, enhancing the overall competitiveness of special steel companies [1] - Profitability in the special steel sector is anticipated to improve, with the valuation center expected to rise [1]

Market Overview - The three major A-share indices collectively rose today, with the Shanghai Composite Index increasing by 0.33% to close at 4136 points, the Shenzhen Component Index up by 0.79%, and the ChiNext Index rising by 0.63% [1] - The total market turnover reached 3.12 trillion yuan, an increase of 401.7 billion yuan compared to the previous trading day, with over 3900 stocks rising and more than a hundred hitting the daily limit [1] Sector Performance - The photovoltaic equipment sector experienced a significant surge, driven by support from Elon Musk for space photovoltaics, with companies like Longi Green Energy, JinkoSolar, and others hitting the daily limit [1] - The HIT battery and perovskite battery sectors also saw gains, with Dongfang Risen hitting the daily limit [1] - The commercial aerospace sector continued to rise with positive news, leading to multiple stocks like Aerospace Electronics and China Satellite hitting the daily limit [1] - Lithium mining concepts surged, with Dazhong Mining hitting the daily limit [1] - The non-ferrous metals sector was active, with stocks like Yuguang Gold Lead hitting the daily limit [1] - Other sectors with notable gains included cultivated diamonds, glass substrates, and 6G concepts [1] Declining Sectors - Banking and insurance stocks declined, with China Pacific Insurance leading the losses [1] - The grain concept weakened, with *ST Wanfang hitting the daily limit down [1] - The CPO concept showed weak performance, with Xinyi Sheng dropping over 6% [1] - Other sectors with significant declines included dairy, aviation, coal, and gas [1] Top Gainers - The top gainers included sectors such as forestry, power generation equipment, cultural media, industrial machinery, and fine chemicals, with respective five-day increases of 5.56%, 3.83%, 2.59%, 2.94%, and 2.55% [2]

Core Viewpoint - The A-share steel sector experienced a strong short-term rally, with significant upward movement in stock prices and a notable release of profit potential, driven by key stocks like JiuGang Hongxing and Wujin Stainless Steel reaching their daily limits [1] Group 1: Market Performance - The steel sector saw widespread gains, with multiple core stocks such as Dazhong Mining, Fushun Special Steel, and Shagang Co. participating in the upward trend, indicating a collective rise in the sector [1] - The rally was supported by a favorable funding environment, as the black commodity futures market showed overall gains, enhancing investor sentiment towards the steel sector [1] Group 2: Policy and Regulatory Support - The Ministry of Finance introduced policies to address low-price competition in government procurement, effective from February 1, 2026, which is expected to stabilize steel prices and support profitability for steel companies [2] - New capacity control policies are being proposed to phase out inefficient production, favoring companies with low emissions and high-end products, which will enhance industry concentration and strengthen leading enterprises [2] Group 3: Cost and Profitability Factors - The supply of iron ore is steadily increasing, and domestic resource development is intensifying, leading to a stabilization in iron ore prices, which will help steel companies reduce production costs and restore profit margins [3] - The stable supply and low prices in the coking coal sector also contribute to a favorable cost environment for steel producers [3] Group 4: Demand Drivers - The demand for steel in the electric vehicle sector is expected to grow significantly, with a projected increase of over 4% in automotive steel demand by the second half of 2025, benefiting the steel industry [4] - The shipbuilding industry is witnessing a recovery, with an anticipated growth rate of over 6% in steel demand for shipbuilding by the second half of 2025, driven by high-value steel requirements for advanced vessels [4] - Infrastructure investment is projected to maintain a growth rate of over 5% year-on-year, with increasing demand for high-strength and corrosion-resistant steel materials, solidifying the steel sector's role as a core support for demand [4]