智通财经1月5日讯，今日108股涨停，26股炸板，封板率为81%，锋龙股份7连板，雷科防务4连板，南兴股份、友邦吊顶3连板，蓝色光标20cm2连板，圣晖 集成9天5板。市场高开高走迎来2026年开门红，创业板指领涨，沪指重回4000点上方，录得十二连阳。沪深两市成交额高达2.55万亿，较上一个交易日放量 5011亿。盘面上，全市场超4100只个股上涨。板块题材上，脑机接口、创新药、保险、存储芯片板块涨幅居前；海南自贸区、旅游酒店、猪肉、银行等板块 领跌。 近日，蓝箭航天科创板IPO审核状态变更为"已受理"，公司拟融资金额75亿元，有望"商业航天第一股"。此前上交所公布商业火箭企业适用科创板第五套上 市标准。节前涨势火爆的商业航天概念整体人气仍居高不下，雷科防务一字涨停晋级4连板，中国卫通、烽火通信、北斗星通等多只趋势大票实现连板晋 级，但蓝箭航天影子股分化，鲁信创投反包跌停，金风科技也受到其H股大跌8%拖累午后炸板，大业股份、神剑股份等高位人气品种也展开补跌行情。因 此当前商业航天概念在场外资金持续驰援下仍难迅速降温，但趋势大票的批量加速并不利于此前已经遭遇爆炒且部分品种已经进入重点监控的题材股继续维 持强势 ...

A股午评：沪指重回4000点，脑机接口概念爆发 南方财经1月5日电，市场早盘高开高走。时隔34个交易日，上证指数盘中重回4000点，创业板指涨超 2%。截至早盘收盘，沪指涨1.07%，深成指涨1.87%，创业板指涨2.15%。沪深两市半日成交额1.64万 亿，较上个交易日放量3238亿。盘面上热点快速轮动，全市场超4000只个股上涨，其中98只个股涨停。 从板块来看，脑机接口概念爆发，二十余只成分股涨停，三博脑科、美好医疗、创新医疗、倍益康、塞 力医疗涨停。商业航天概念反复活跃，中国卫通5天3板。保险板块走强，新华保险、中国太保双双续创 历史新高。半导体产业链表现活跃，亚翔集成、圣晖集成涨停。下跌方面，海南自贸概念集体大跌，海 南发展跌停。 2026-01-05 11:34 相关快讯 相关文章 南方财经1月5日电，市场早盘高开高走。时隔34个交易日，上证指数盘中重回4000点，创业板指涨超 2%。截至早盘收盘，沪指涨1.07%，深成指涨1.87%，创业板指涨2.15%。沪深两市半日成交额1.64万 亿，较上个交易日放量3238亿。盘面上热点快速轮动，全市场超4000只个股上涨，其中98只个股涨停。 从板块来看 ...

乐普医疗、、三七互娱等超20股涨停。 消息面上，马斯克近日在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始对脑机接口设备进 行"大规模生产"。 2．保险 新华保险涨超7%，中国太保涨超6%，续创历史新高。 消息面上，近日，国家金融监督管理总局数据显示，2025年前11个月，保险业总计实现保费收入57629 亿元，同比增长7.6%。其中，人身险公司实现保费收入41472亿元，同比增长9.1%；财险公司实现保费 收入16157亿元，同比增长3.9%。 1月5日消息，市场早盘高开高走，时隔34个交易日，上证指数盘中重回4000点。板块方面，脑机接口概 念盘中持续扩大涨幅，、海格、（维权）等超20股涨停；半导体产业链持续走强，东微半导、等多股涨 停；创新药概念表现活跃，百济神州涨超10%；板块强势领涨，涨超7%，涨超6%，双双创历史新高； 下跌方面，海南自贸概念集体大跌，海南发展跌停；银行板块大面积飘绿，领跌。总体来看，个股呈普 涨态势，上涨个股超4000只。 截至收盘，沪指报4011.45点，涨1.07%；深证成指报13777.32点，涨1.87%；创指报3272.07点，涨 2.15%。 盘面 ...

元旦假期期间，外围市场走势为A股提供了积极氛围。1月2日，港股市场率先迎来"开门红"，恒生指数及恒生科技指数分别上涨。部分市场观点认为，这有 助于提振A股投资者的风险偏好。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 2026年1月5日，A股市场迎来新年首个交易日。上证指数当日高开高走，盘中一度突破4000点整数关口，这是该指数时隔34个交易日后重回该点位。 市场呈现普涨格局。截至当日早盘，沪深两市上涨个股数量接近4000只，下跌个股不足1400只。保险板块表现强势，新华保险、中国平安、中国人寿等公司 股价均有显著上涨。此外，半导体产业链、脑机接口等科技题材也表现活跃。 ...

作者 | 一财 阿驴 11:31 A股午盘丨沪指重返4000点 截至午盘，沪指涨1.07%，深成指涨1.87%，创业板指涨2.15%，科创综指涨超3%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | vam | 4011.45 | 42.61 | 1.07% | | 399001 | 深证成指 | | 13777.32 | 252.29 | 1.87% | | 399006 | 创业板指 | | 3272.07 | 68.90 | 2.15% | | 000680 | 科创综指 | Vim | 1689.67 | 52.97 | 3.24% | 盘面上，保险股涨幅居前，脑机接口概念股掀涨停潮，半导体产业链爆发，AI应用、商业航天题材 活跃。海南自贸区、石油板块调整。 | 板块名称 | 涨幅号 | 涨速 | 涨停数 | | --- | --- | --- | --- | | 脑机接口 | +13.06% | +0.19% | 26 | | 高压氧舱 | +7.12% | +0.1 ...

Group 1 - The core focus of the news is the IPO progress of Changxin Technology, which has sparked significant market interest, leading to a rise in multiple semiconductor stocks [1][2] - Changxin Technology's IPO application has been accepted, with plans to issue up to 10.622 billion new shares and raise 29.5 billion yuan, potentially making it the second-largest IPO by fundraising scale since the launch of the Sci-Tech Innovation Board [2][3] - The semiconductor equipment ETF has seen a net inflow of over 100 million yuan over four consecutive trading days, indicating strong investor interest in the sector [1][2] Group 2 - Key stocks in the semiconductor sector, such as Chipone Technology and Yake Technology, opened with gains exceeding 4%, while others like Aisen Co. and Tuojing Technology saw increases over 3% [2] - The semiconductor equipment ETF tracks the CSI Semiconductor Industry Index, which has a high concentration of equipment-related stocks, accounting for nearly 60% of the index [3][7] - The CSI Semiconductor Index has shown a year-to-date increase of 63.92%, with a maximum rise exceeding 80%, outperforming other mainstream semiconductor indices [7]

今天（12月30日） 苏州工业园区科技领军人才企业 本次发行股票数量为3239万股，募集资金总额约27.56亿元，将主要用于南通探针卡研发及生产项目、苏州总部及研发中心建设项目。 强一股份 强一半导体(苏州)股份有限公司（以下简称"强一股份"）成立于2015年，总部位于苏州工业园区，是一家专注于服务半导体设计与制造的国家高新技术企 业，聚焦晶圆测试核心硬件探针卡的研发、设计、生产与销售，目前已获评中国潜在独角兽企业、 江苏省潜在独角兽企业、 苏州市独角兽培育企业和 园 区科技领军人才企业等荣誉。 强一半导体(苏州)股份有限公司 正式在上交所科创板挂牌上市 将进一步促进园区 半导体产业链的完善和协同发展 审核：叶芳 强一股份作为中国大陆第一家具备MEMS探针卡技术研发能力的公司，打破了境外厂商在MEMS探针卡领域的垄断。目前，公司凭借扎实的技术积累和可 靠的规模化交付能力，已与境内超过370家半导体企业建立合作关系，客户涵盖芯片设计、晶圆代工、封装测试等全产业链环节。产品广泛应用于CPU、 GPU、SoC、射频芯片、存储芯片等芯片的测试环节。 ...

Market Performance - The Shanghai Composite Index opened lower but closed higher, achieving a seven-day winning streak, with a final increase of 0.47% to 3959.62 points [1] - The Shenzhen Component Index rose by 0.33% to 13531.41 points, while the ChiNext Index increased by 0.3% to 3239.34 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 19245.23 billion yuan, an increase of 44.3 billion yuan compared to the previous trading day [1] Sector Highlights - The paper and commercial aerospace sectors showed significant activity, while precious metals and energy metals experienced adjustments [1] - The semiconductor equipment stocks became active again, with notable performances from companies like Zhongqi New Materials and Shenghui Integration, which hit historical highs [1] Investment Insights - According to the International Semiconductor Industry Association (SEMI), global semiconductor equipment sales are expected to reach $145 billion in 2026 and $156 billion in 2027, indicating strong future growth potential in the semiconductor sector [1] - The wine sector saw a rebound, with stocks like Shui Jing Fang hitting the daily limit, driven by rising wholesale prices for premium products like Moutai [2] Institutional Perspectives - Huaxi Securities suggests that the current market rally may be driven by new narratives, with potential growth in sectors like consumer electronics and finance, although the market is still engaged in older narratives [3] - Dongfang Securities anticipates that the market will continue to rebound, with technology remaining a key investment theme for the upcoming year, particularly in aerospace, computing hardware, and the semiconductor industry [4] - Galaxy Securities expresses optimism for a spring market rally in 2026, highlighting structural opportunities aligned with policy and industry trends [5]

Group 1 - The core viewpoint of the news is that the STAR 100 Index and its ETF are experiencing significant upward momentum, driven by a new wave of price increases in the semiconductor sector and strong market performance in technology-related stocks [1][2]. Group 2 - As of December 25, 2025, the STAR 100 Index rose by 1.45%, with component stock Ruichuang Micro-Nano increasing by over 4% [1]. - The STAR 100 Index ETF (588030) also saw a rise of 1.40%, marking its fifth consecutive increase, with a latest price of 1.37 yuan [1]. - Over the past week, the STAR 100 Index ETF has accumulated a rise of 3.75% [1]. - The liquidity of the STAR 100 Index ETF showed a turnover rate of 1.53% during the trading session, with a transaction volume of 93.0371 million yuan [1]. - The average daily transaction volume of the STAR 100 Index ETF over the past year was 3.32 billion yuan [1]. - A new round of price increases in the semiconductor sector has begun, with companies like SMIC and World Advanced announcing price hikes of around 10% for downstream customers, particularly in the BCD process platform [1]. - Major memory suppliers such as Samsung Electronics and SK Hynix have raised HBM3E prices by nearly 20% for the upcoming year [1]. - The STAR 100 Index ETF's latest scale reached 6.054 billion yuan, marking a one-month high [2]. - In the past two weeks, the STAR 100 Index ETF's shares increased by 10.5 million shares, indicating significant growth [2]. - The STAR 100 Index ETF experienced a net outflow of 16.1392 million yuan recently, but has attracted a total of 144 million yuan over the last ten trading days [2]. - The STAR 100 Index consists of 100 securities selected from the STAR Market based on market capitalization and liquidity, reflecting the overall performance of different market capitalization companies [2]. - As of November 28, 2025, the top ten weighted stocks in the STAR 100 Index accounted for 26.72% of the index, including companies like Huahong Semiconductor and BeiGene [2].

◎记者 李雨琪 12月24日，A股三大指数震荡攀升，沪指收获六连阳。截至收盘，上证指数报3940.95点，涨0.53%；深 证成指报13486.42点，涨0.88%；创业板指报3229.58点，涨0.77%。沪深北三市全天成交18972亿元，较 上个交易日缩量241亿元。其中，中际旭创、工业富联、新易盛、航天发展、胜宏科技成交额均超百亿 元。 盘面上，全市场超4100只个股上涨。商业航天概念强势反弹，航天动力、中国卫星等20余只个股涨停； 算力硬件股拉升，英唐智控、环旭电子涨停；福建本地股反复活跃，安记食品、合兴包装涨停。此外， 光伏、锂电、智能驾驶等多个题材涨幅居前。 商业航天板块掀涨停潮 昨日，商业航天概念强势上涨，神剑股份走出5连板行情。截至收盘，超捷股份、新雷能、瑞华泰以 20%幅度涨停，天银机电、天工股份涨超10%，创元科技、中国卫星、航天动力等涨停。 商业航天板块指数日K线图 张大伟 制图 中信证券研报认为，当前商业航天产业在国家政策支持和产业技术突破的共同助力下，有望进入新纪 元。商业航天产业涉及信息化的主要环节包括：遥感及其应用；卫星测运控系统；CAE仿真及卫星测 试；星际传输处理模块、通信模 ...