去年叱咤 A 股的液冷概念大牛股淳中科技，如今成了股民的"渡劫现场"。 今天股价更是走出开盘拉升、盘中反复震荡，最终报收154.94元/股，全天跌幅4.17%；盘中换手率升接 近10%，相较前一日的冷清，资金交易热度骤升，多空博弈彻底拉满！ 就在1月28日，淳中科技在竞价阶段直接封死跌停，161.68元/股的价格下，10%的跌幅让抛售压力拉 满。更扎心的是股民想卖都卖不掉，当日换手率仅0.54%，跌停板上12万手卖单排起长队，成交额却仅 8588万。 股价暴涨300%成A股大牛，转眼连续跌停卖不出？淳中科技这剧本比过山车还刺激！ 尽管淳中科技多次发布风险提示，明确表示不生产液冷服务器，仅参与了相关测试环节，但市场根本听 不进去。2025年淳中科技的股价从 55.28元飙至223.5元，涨幅超300%，妥妥的翻倍神话。 可神话终究敌不过业绩暴击，2025年淳中科技预计实现净利润2.65 亿至2.9亿，但其中大部分来自对沐 曦股份的投资收益；扣除该部分后，公司净利润预计亏损2900万至3600万。 业绩一出股价立马变脸，淳中科技股价连吃2个跌停。 淳中科技的股价表现，也让股民们的态度出现了两极分化：有人认为连续跌 ...

长江商报消息●长江商报记者 沈右荣 大牛股淳中科技（603516.SH）收获两跌停。 1月28日，淳中科技开盘跌停，全天一字跌停。这是淳中科技连续第二天一字跌停。 淳中科技曾是A股市场上的大牛股。2025年7月，公司股价在35元/股左右，2026年1月13日，盘中股价一 度达到267.60元/股，区间涨幅达6.65倍。 彼时，作为液冷概念股，淳中科技被英伟达供应商的光环笼罩，股价因此飙涨，尽管公司多次提示风 险，但投资者没有放下预期。 股价连续跌停，源于残酷的现实。1月26日晚，淳中科技发布年度业绩预告，公司预计2025年度营业收 入下降逾20%，归母净利润增长逾2倍，区间为2.65亿元至2.90亿元。而公司的扣非净利润则亏损超2900 万元，较上年同期减少过亿元。 淳中科技解释，归母净利润大幅增长，主要是因投资沐曦股份获得可观的投资收益。而市场上追逐的热 点液冷概念，因物料变更及海外大客户产品迭代等原因，人工智能收入下降95%左右。 主业表现不佳，淳中科技经营继续承压。 液冷概念业务表现远低预期 淳中科技收出了两个一字跌停板。 1月28日，淳中科技早盘开盘跌停，全天被牢牢封住在跌停板。至全天交易结束，封单金 ...

1月28日A股指数分化，上证指数涨0.27%报4151.24点，深证成指微涨0.09%，创业板指跌0.57%；个股跌多涨 少，仅1631股上涨、3460股下跌。沪深两市成交额2.97万亿元，较前一日放量约704亿元；主力资金净流出 435.98亿元，有色金属（核心股）板块净流入居首，光伏（核心股）设备净流出最多。题材上，贵金属（核心 股）（涨10.75%，9股涨停）、白银等资源类板块领涨，MCP概念等跌幅居前。 今日，A股十大人气热股如下：铜陵有色、白银（核心股）有色、湖南白银、中国铝业、紫金矿业、中国黄金、 洛阳钼业、利欧股份、巨力索具、洲际油气。 | 热度排名 | 人气个股 | 热度值 | 所屈概念 | | 热度标签 | | --- | --- | --- | --- | --- | --- | | I | 铜陵有色 | 9.75 | 金属铜, | 黄金概念 | 4天3板 | | 2 | 白银有色 | 9.75 | 金属铅, | 金属锌 | 7天7板 | | 3 | 湖南自银 | 8.75 | 金属铅, | 金属锌 | 7天4板 | | র্ব | 中国铝业 | 8 | 小金属概念,稀土永磁 | | 首板 ...

长江商报消息●长江商报记者 沈右荣 大牛股淳中科技（603516.SH）收获两跌停。 1月28日，淳中科技开盘跌停，全天一字跌停。这是淳中科技连续第二天一字跌停。 淳中科技曾是A股市场上的大牛股。2025年7月，公司股价在35元/股左右，2026年1月13日，盘中股价一 度达到267.60元/股，区间涨幅达6.65倍。 彼时，作为液冷概念股，淳中科技被英伟达供应商的光环笼罩，股价因此飙涨，尽管公司多次提示风 险，但投资者没有放下预期。 股价连续跌停，源于残酷的现实。1月26日晚，淳中科技发布年度业绩预告，公司预计2025年度营业收 入下降逾20%，归母净利润增长逾2倍，区间为2.65亿元至2.90亿元。而公司的扣非净利润则亏损超2900 万元，较上年同期减少过亿元。 淳中科技解释，归母净利润大幅增长，主要是因投资沐曦股份获得可观的投资收益。而市场上追逐的热 点液冷概念，因物料变更及海外大客户产品迭代等原因，人工智能收入下降95%左右。 主业表现不佳，淳中科技经营继续承压。 液冷概念业务表现远低预期 淳中科技收出了两个一字跌停板。 1月28日，淳中科技早盘开盘跌停，全天被牢牢封住在跌停板。至全天交易结束，封单金 ...

Core Viewpoint - The AI application sector is experiencing differentiation, with companies like Liou Co. facing significant declines while others like Yidian Tianxia show volatility but recover somewhat as the sector stabilizes [1]. Group 1: Liou Co. (利欧股份) - Liou Co. has seen a dramatic increase in stock price, doubling over ten trading days since December 31, reaching a historical high, primarily driven by speculation around AI marketing concepts [3]. - The company is actively developing AI capabilities through its subsidiary Liou Digital, which has established multiple intelligent systems in marketing, including strategy, creativity, deployment, and operations, and launched the AIGC ecosystem platform LEO AIAD [3]. - Liou Co. is also exploring new areas such as liquid cooling concepts and partnerships with Huawei, creating a compounded effect of various trending themes [3]. Group 2: Yidian Tianxia (易点天下) - Yidian Tianxia has experienced a significant stock price increase of over 130% since late December, becoming a market highlight, but faced a sharp decline of over 30% upon resuming trading after a suspension for review [3][4]. - The company's market appeal is also centered around its AI marketing concept and its GEO generative engine optimization business, positioning itself as a cross-border digital marketing service provider leveraging AI technology for smart marketing solutions [4]. - Despite the recent volatility, the company asserts that its core logic relies on AI technology to empower its business, although it clarified that it does not have any revenue from GEO-related business [4].

Core Viewpoint - Keda Technology's stock price has shown fluctuations, with a recent decline of 2.08% and a total market capitalization of 30.21 billion yuan, while the company has experienced a year-to-date increase of 6.95% in stock price [1] Financial Performance - For the period from January to September 2025, Keda Technology achieved a revenue of 3.609 billion yuan, representing a year-on-year growth of 23.93%, and a net profit attributable to shareholders of 446 million yuan, reflecting a growth of 24.93% [2] Shareholder Information - As of January 9, 2025, Keda Technology had 44,000 shareholders, an increase of 4.76% from the previous period, with an average of 12,844 circulating shares per shareholder, a decrease of 4.55% [2] - The company has distributed a total of 1.544 billion yuan in dividends since its A-share listing, with 602 million yuan distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 10.6908 million shares, an increase of 2.450 million shares from the previous period [3] - Several new institutional shareholders have entered, including Bosera Huixing Return Mixed Fund, holding 5.0283 million shares, and Huatai-PineBridge Technology Innovation Mixed Fund, holding 4.0335 million shares [3]

1月15日，浪潮信息盘中下跌2.01%，截至10:19，报68.15元/股，成交14.46亿元，换手率1.44%，总市值 1000.77亿元。 分红方面，浪潮信息A股上市后累计派现14.89亿元。近三年，累计派现6.46亿元。 机构持仓方面，截止2025年9月30日，浪潮信息十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股3034.71万股，相比上期减少1647.13万股。华泰柏瑞沪深300ETF（510300）位居第三大流 通股东，持股1752.53万股，相比上期减少77.51万股。易方达沪深300ETF（510310）位居第四大流通股 东，持股1268.34万股，相比上期减少39.77万股。华夏沪深300ETF（510330）位居第五大流通股东，持 股946.42万股，相比上期减少12.93万股。易方达中证人工智能主题ETF（159819）位居第六大流通股 东，持股840.64万股，相比上期减少44.24万股。嘉实沪深300ETF（159919）位居第七大流通股东，持 股815.73万股，相比上期减少11.03万股。 责任编辑：小浪快报 资料显示，浪潮电子信息产业股份有限公司位于山东省济南市 ...

分红方面，佳力图A股上市后累计派现3.80亿元。近三年，累计派现1.25亿元。 佳力图所属申万行业为：机械设备-通用设备-制冷空调设备。所属概念板块包括：5G、液冷概念、数字 能源、IDC概念（数据中心）、专精特新等。 截至9月30日，佳力图股东户数4.49万，较上期减少9.74%；人均流通股12064股，较上期增加10.79%。 2025年1月-9月，佳力图实现营业收入4.83亿元，同比增长6.32%；归母净利润-4373.72万元，同比减少 458.34%。 1月15日，佳力图盘中下跌2.03%，截至10:08，报8.70元/股，成交4411.24万元，换手率0.92%，总市值 47.14亿元。 资金流向方面，主力资金净流入115.95万元，大单买入624.09万元，占比14.15%，卖出508.14万元，占 比11.52%。 佳力图今年以来股价涨1.52%，近5个交易日涨0.00%，近20日涨9.02%，近60日跌2.68%。 资料显示，南京佳力图机房环境技术股份有限公司位于江苏省南京市江宁经济技术开发区苏源大道88 号，成立日期2003年8月26日，上市日期2017年11月1日，公司主营业务涉及数据中 ...

Core Viewpoint - The stock of Huitong Co., Ltd. has shown a positive trend with a 2.02% increase in price, reaching 12.62 CNY per share, and a market capitalization of 6.936 billion CNY as of January 9 [1] Financial Performance - For the period from January to September 2025, Huitong Co., Ltd. achieved a revenue of 4.721 billion CNY, reflecting a year-on-year growth of 10.03% [2] - The net profit attributable to shareholders for the same period was 166 million CNY, which represents an increase of 8.96% compared to the previous year [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Huitong Co., Ltd. reached 18,000, marking a 42.39% increase from the previous period [2] - The average number of tradable shares per shareholder decreased by 19.14% to 30,593 shares [2] Dividend Distribution - Since its A-share listing, Huitong Co., Ltd. has distributed a total of 179 million CNY in dividends, with 126 million CNY distributed over the last three years [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the seventh largest shareholder among the top ten circulating shareholders, holding 5.3357 million shares as a new investor [3]

Core Viewpoint - Cambridge Technology's stock has experienced a decline of 8.11% year-to-date, with a notable drop of 10.59% over the last five trading days, despite a 21.34% increase over the past 60 days [2] Group 1: Stock Performance - As of January 8, Cambridge Technology's stock price was 123.48 CNY per share, with a trading volume of 1.746 billion CNY and a turnover rate of 5.07%, resulting in a total market capitalization of 43.545 billion CNY [1] - The stock has seen a net outflow of 204 million CNY from major funds, with large orders buying 431 million CNY (24.68%) and selling 537 million CNY (30.76%) [1] Group 2: Company Overview - Cambridge Technology, established on March 14, 2006, and listed on November 10, 2017, is located in Shanghai and specializes in the R&D, production, and sales of ICT terminal products for home, enterprise, and industrial applications [2] - The company's revenue composition includes: 55.66% from telecom broadband, 28.82% from wireless networks and small base stations, 13.46% from high-speed optical modules, 2.01% from edge computing and industrial interconnection products, and 0.06% from other sources [2] - The company is classified under the communication equipment sector and is associated with concepts such as 5G, overseas expansion, and liquid cooling [2] Group 3: Financial Performance - For the period from January to September 2025, Cambridge Technology reported a revenue of 3.36 billion CNY, reflecting a year-on-year growth of 21.57%, and a net profit attributable to shareholders of 259 million CNY, marking a significant increase of 70.88% [2] - Since its A-share listing, the company has distributed a total of 163 million CNY in dividends, with 115 million CNY distributed over the past three years [3] Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders for Cambridge Technology was 67,000, a decrease of 0.64% from the previous period, with an average of 3,999 circulating shares per shareholder, an increase of 0.64% [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 15.853 million shares, an increase of 4.9918 million shares from the previous period [3]