1月17日，国家能源局发布数据显示，2025年，全社会用电量累计103682亿千瓦时，同比增长 5.0%。业内人士向21世纪经济报道记者表示，全社会用电量突破10万亿千瓦时，在全球范围内 尚属首次。 【点击查看详情】 政策速递 《洞见ESG》1月刊 国家级零碳园区来了！ 监管声音 监管声音｜五部门发文：2027年前在汽车等重点领域培育零碳工厂 1月19日，工业和信息化部、国家发展改革委、生态环境部、国务院国资委、国家能源局等五部 门联合印发《关于开展零碳工厂建设工作的指导意见》（工信部联节〔2026〕13号，以下简称 《指导意见》）。 【点击查看详情】 监管声音｜全球首次！用电量破10万亿，中国经济引擎拆解 政策速递｜全国生态环境保护工作会议部署七大重点任务 1月14日至15日，生态环境部在京召开2026年全国生态环境保护工作会议。会议部署了2026年 七大重点任务，其中提到持续深入推进污染防治攻坚和生态系统优化，深入打好蓝天、碧水、 净土保卫战，加强固体废物综合治理，强化新污染物治理，加强生态保护修复监管。 【点击查 看详情】 政策速递｜绿证管理实施细则落地，超过有效期绿证将强制下架并核销 1月7日，国家能 ...

随着春节的临近，飞天茅台价格近日持续上涨。 在A股市场，贵州茅台也开始发力，1月29日一路上扬，截至收盘大涨8.61%，单日涨幅创近期新高。网友纷纷表示："这是我的茅台么？""能到1400以上真 是想不到""茅台今天变成黄金股了"。 今天，A股涨幅第一 白酒板块迎来涨停潮 今天，白酒板块午后集体上攻，走出一波新行情。截至下午收盘，板块指数暴涨近10%，位列A股板块涨幅第一。个股迎来久违的涨停潮，皇台酒业、酒鬼 酒、古井贡酒、水井坊、金徽酒、五粮液、口子窖、洋河股份舍得酒业、泸州老窖、山西汾酒等十多只个股纷纷涨停。 | 白酒 | 油气开采及服务 | 贵金属 | | --- | --- | --- | | 9.68% | 8.18% | 8.04% | | 金种子酒 10.04% | 科力股份 29.99% | 晓程科技 19.52% | | 文化传媒 | 保险 | 饮料制造 | | 3.89% | 3.44% | 2.89% | | 因赛集团 20.00% | 中国平安 5.02% | 会稽山 10.00% | | V | 白酒 2810.11 9.68% | | | 涨幅榜 | 盘口 跌幅榜 | 新闻 | | ...

龙虎榜方面，白酒概念股集体爆发，泸州老窖今日涨停，五家机构买入6.08亿。有色金属板块依旧强者恒强，铜陵有色走出5天4板，多路资金激烈博弈，其 中获深股通买入2.41亿，一家一线游资（方正证券重庆金开大道）买入1.47亿，一家量化资金（国信证券浙江互联网分公司）买入0.85亿，而遭两家机构卖 出1.41亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1952.75亿，深股通总成交金额为2019.49亿。 | | 沪股通 ( | 1月29日 D | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 601899 | 紫金矿业 | 47.69 | | 2 | 600519 | 贵州茅台 | 39.74 | | 3 | 601318 | 中国平安 | 38.24 | | 4 | 601138 | 工业富联 | 26.85 | | 5 | 601600 | 中國語V | 20.56 | | 6 | 600030 | 中信证券 | 20.50 | | 7 | 600111 | 北方稀土 | 20.15 | | 8 | 603993 | ...

Market Overview - The Hang Seng Index closed up 0.51% at 27,968.09 points, while the Hang Seng Tech Index fell 1.00% to 5,841.10 points, and the National Enterprises Index rose 0.42% to 9,552.58 points [1] - The Hang Seng Index opened lower at 27,627.11 points, down 199.80 points, but experienced an upward trend during the day, ultimately gaining 141.18 points with a total turnover exceeding 331.9 billion HKD [1] - Net inflow from the southbound trading of Hong Kong Stock Connect exceeded 4.3 billion HKD [1] Sector Performance - Sectors such as brokerage, banking, oil and gas, and real estate saw gains, while sectors like gold, non-ferrous metals, aviation, new consumption, new energy vehicles, and building materials showed mixed results [1] - Declines were noted in sectors including chips, biomedicine, technology, and wind power [1] Individual Stock Movements - Zijin Mining rose by 3.08%, China Ping An increased by 3.31%, and China National Offshore Oil Corporation gained 1.30% [1] - Semiconductor company SMIC fell by 2.59%, BYD dropped by 0.97%, and Tianqi Lithium decreased by 3.33% [1] - Notable gains included Sunac China up 29.13% and Country Garden up 16.36% [1] - Tencent Holdings rose by 0.16% with a turnover exceeding 14.2 billion HKD, while Alibaba fell by 0.12% with a turnover over 11.6 billion HKD [2]

Group 1 - UBS Group increased its stake in Ping An Insurance's H-shares from 8.83% to 9.39% as of January 23 [1]

亚商投顾熊舞老师提醒大家：股市有风险，投资需要多加小心，避免不必要的风险。 一、大盘 1.盘面 上证指数早盘小幅高开，随后窄幅震荡，午后再度小幅震荡，截止收盘，指数上涨0.16%，收出十字线，全天成交额1.49万亿，相比上交易日的1.37万亿， 增加了1200亿。 深证成指早盘小幅低开，随后冲高回落，午后低位震荡，截止收盘，指数下跌0.30%，收出十字线，全天成交额1.74万亿，相比上交易日的1.60万亿，增加 了1400亿。 2.技术分析 图片来源：东方财富 上证指数今日依旧小幅震荡，沿着5日线稳健攀升，整体来看趋势仍属多头主导的温和上行格局；不过从分时图上可清晰观察到黄白线午后再度背离，指数 虽稳如泰山，但个股似乎并没那么乐观，跌多涨少格局再度凸显，赚钱效应持续萎缩，所以近几日大家的体感并不好，多数个股并不跟随指数上涨，反而出 现"赚指数不赚钱"现象。且最近"权重"与"题材"形成了跷跷板效应，资金在权重蓝筹与题材成长之间快速腾挪，导致二者此消彼长、节奏错位；所以操作上 务必严守"高低切换"纪律，避免追高已兑现品种，优先关注低位启动、量价配合良好、且具备业绩支撑的科技细分龙头。 深证成指今日窄幅震荡，小幅收 ...

Market Overview - The Hang Seng Index rose by 141.18 points, an increase of 0.51%, closing at 27,968.09 points with a total turnover of HKD 331.994 billion [1] - The National Enterprises Index increased by 40.34 points, closing at 9,552.58 points, a rise of 0.42% [1] - The Hang Seng Tech Index fell by 59.06 points, closing at 5,841.1 points, a decline of 1% [1] Blue-Chip Stocks - Tencent Holdings increased by 0.16%, closing at HKD 622 [1] - Hong Kong Exchanges and Clearing rose by 1.14%, closing at HKD 444.2 [1] - China Mobile remained unchanged, closing at HKD 80.9 [1] - HSBC Holdings increased by 0.07%, closing at HKD 137.6 [1] Local Hong Kong Stocks - Cheung Kong Holdings rose by 1.47%, closing at HKD 46.88 [1] - Sun Hung Kai Properties decreased by 0.08%, closing at HKD 124.6 [1] - Henderson Land Development increased by 1.34%, closing at HKD 31.74 [1] Chinese Financial Stocks - Bank of China rose by 1.93%, closing at HKD 4.76 [1] - China Construction Bank increased by 1.62%, closing at HKD 8.16 [1] - Industrial and Commercial Bank of China rose by 0.76%, closing at HKD 6.64 [1] - Ping An Insurance increased by 3.31%, closing at HKD 73.3 [1] - China Life Insurance rose by 0.97%, closing at HKD 35.52 [1] Oil and Petrochemical Stocks - China Petroleum & Chemical Corporation remained unchanged, closing at HKD 5.45 [1] - China National Petroleum Corporation rose by 1.51%, closing at HKD 9.39 [1] - CNOOC Limited increased by 1.3%, closing at HKD 24.98 [1]

据香港交易所披露，瑞银集团对中国平安保险(集团)股份有限公司 - H股的多头持仓比例于2026年1月23 日从8.83%增至9.39%。 ...

Core Viewpoint - The A-share market is experiencing a sideways trend with differentiated performance among the three major indices, while consumer stocks, particularly in the liquor sector, are showing strong activity [2][3]. Group 1: Liquor Sector Performance - The liquor sector has seen a significant surge due to three main reasons: the trading logic of recent hot sectors has been fully played out, the liquor sector is at a cyclical bottom, and there is an inherent market demand for "high-low switching" [2]. - The wholesale price of Feitian Moutai has been gradually recovering, with the price for 2025 and 2026 Moutai increasing by 20 yuan per bottle to 1620 yuan and 1610 yuan respectively [2]. - The recent trend of price increases in commodities and upstream semiconductor industries is expected to benefit the liquor sector, which is becoming a new trading expectation in the market [2]. Group 2: Market Indices and Sector Performance - As of the market close, the Shanghai Composite Index rose by 0.16%, while the Shenzhen Component Index and the ChiNext Index fell by 0.3% and 0.57% respectively [3]. - The white liquor, oil and gas extraction and services, precious metals, cultural media, and AI application sectors led the gains, while sectors like photolithography machines, semiconductors, components, and storage chips experienced adjustments [5]. Group 3: Consumer Stocks and Investment Opportunities - Consumer stocks remain active, with significant gains in the liquor sector and related concepts such as Xiaohongshu, beverage manufacturing, and retail [8]. - Institutions believe that the liquor sector is at a bottoming phase, with a clear recovery trend expected, particularly as the Spring Festival approaches in 2026, which is anticipated to boost liquor sales [11]. - Open-source Securities suggests focusing on high-quality companies in the emotional consumption theme, particularly in gold and jewelry, offline retail, and cosmetics sectors [12]. Group 4: Insurance Sector Performance - The insurance sector saw a strong rally, with China Ping An rising over 5% and New China Life Insurance reaching a historical high [14]. - Institutions view the insurance sector as being in a historically undervalued range, recommending attention to large listed insurance companies with significant competitive advantages [15]. - Donghai Securities notes that the transformation of life insurance liabilities is progressing, and there is a significant improvement in production capacity, which should be monitored [16].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 今日，A股小幅震荡，主要股指涨跌互现，大盘蓝筹股全线走强，上证50盘中一度大涨逾2%，上证指 数、沪深300等也小幅飘红，科技成长股有所调整，科创50大跌逾3%，创业板指、北证50等也小幅下 挫。下跌个股远多于上涨个股，成交温和放大至3.26万亿元。 Wind实时监测数据显示，传媒行业获得逾220亿元主力资金净流入，食品饮料获得逾168亿元净流入， 计算机获得逾138亿元净流入，有色金属获得逾73亿元净流入，房地产获得逾51亿元净流入，非银金 融、银行均获得超40亿元净流入。电子行业则遭主力资金净流出逾364亿元，电力设备净流出逾54亿 元，国防军工、机械设备均净流出超20亿元。 个股方面，蓝色光标获得逾45亿元净流入，科大讯飞获得逾36亿元净流入，五粮液、铜陵有色均获得超 20亿元净流入，北方稀土、盛和资源等11股也获得超10亿元净流入。 | HCRa | 名称 | 现价 | 主力净流入额 ▼ | | --- | --- | --- | --- | | 600519 | 贵州茅台 1437.72 c | | 57.08亿 | | 30 ...