Group 1 - The main market experienced a net outflow of 14.505 billion yuan in principal funds as of January 23 [1] - The top ten sectors with inflows of principal funds include: Photovoltaic Equipment (8.415 billion yuan), Non-ferrous Metals (3.530 billion yuan), Optical and Optoelectronic (2.999 billion yuan), Energy Metals (2.653 billion yuan), Software Development (2.332 billion yuan), Wind Power Equipment (2.120 billion yuan), Aerospace (2.118 billion yuan), Cultural Media (1.844 billion yuan), Batteries (1.797 billion yuan), and Minor Metals (1.418 billion yuan) [1] Group 2 - Non-ferrous Metals sector saw an inflow of 3.530 billion yuan, with Tongling Nonferrous Metals as a notable company [2] - The Optical and Optoelectronic sector had an inflow of 2.999 billion yuan, with Qianzhao Optoelectronics being a key player [2] - The Energy Metals sector attracted 2.653 billion yuan, with Ganfeng Lithium as a significant company [2] - The Software Development sector received 2.332 billion yuan, with Siwei Map as a prominent company [2] - The Wind Power Equipment sector had an inflow of 2.120 billion yuan, with Goldwind Technology as a major company [3] - The Aerospace sector saw 2.118 billion yuan inflow, with Aerospace Electronics being a key company [3] - The Cultural Media sector attracted 1.844 billion yuan, with BlueFocus Communication Group as a notable company [3] - The Battery sector received 1.797 billion yuan, with XianDai Intelligent as a significant player [3] - The Minor Metals sector had an inflow of 1.418 billion yuan, with Yunnan Mingye as a key company [3]

沪指1月22日上涨0.14%，申万所属行业中，今日上涨的有22个，涨幅居前的行业为建筑材料、国防军 工，涨幅分别为4.09%、3.23%。建筑材料行业位居今日涨幅榜首位。跌幅居前的行业为美容护理、银 行，跌幅分别为0.76%、0.43%。 资金面上看，两市主力资金全天净流出216.12亿元，今日有12个行业主力资金净流入，通信行业主力资 金净流入规模居首，该行业今日上涨2.83%，全天净流入资金80.19亿元，其次是国防军工行业，日涨幅 为3.23%，净流入资金为57.13亿元。 | 000012 | 南玻A | 2.23 | 1.85 | -243.44 | | --- | --- | --- | --- | --- | | 600876 | 凯盛新能 | 2.30 | 1.55 | -304.88 | | 002088 | 鲁阳节能 | 1.21 | 1.58 | -326.81 | | 002694 | 顾地科技 | 2.13 | 1.65 | -421.82 | | 600449 | 宁夏建材 | 1.36 | 1.65 | -525.34 | | 603856 | 东宏股份 | 1.03 | 1.4 ...

Market Overview - The Shanghai Composite Index closed at 4122.58 points, up 0.14%, with a trading volume of 1201.8 billion yuan [1] - The Shenzhen Component Index closed at 14327.04 points, up 0.5%, with a trading volume of 1489.968 billion yuan [1] - The ChiNext Index closed at 3328.65 points, up 1.01%, with a trading volume of 686.176 billion yuan [1] - The STAR Market 50 Index closed at 1541.64 points, up 0.41%, with a trading volume of 114.5 billion yuan [1] - The total trading volume of the Shanghai and Shenzhen markets was 2691.768 billion yuan, an increase of 91.051 billion yuan compared to the previous trading day [1] Sector Performance - Strong sectors included construction materials, defense and military, oil and petrochemicals, telecommunications, coal, steel, chemicals, and environmental protection [2] - Active concepts included oil and gas services, helium, aircraft carriers, nanomaterials, commercial aerospace, 6G, glyphosate, controlled nuclear fusion, and marine economy [2] - Weak sectors included beauty and personal care, non-ferrous metals, precious metals, pharmaceuticals and biotechnology, insurance, and automotive [2] Individual Stock Performance - A total of 3373 stocks rose, while 1696 stocks fell, with 107 stocks remaining flat and 7 stocks suspended [2] - Among the stocks that hit the daily limit, 92 stocks rose to the limit, while 5 stocks fell to the limit [2] - The stock with the most consecutive limit-ups was Fenglong Co., with 17 consecutive limit-ups [5] Capital Flow - The net outflow of main funds in the Shanghai and Shenzhen markets was 10.442 billion yuan [6] - The communication sector saw the highest net inflow of main funds, amounting to 7.884 billion yuan [6] - The defense and military, non-bank financial, and machinery sectors also experienced significant net inflows of 2.916 billion yuan, 1.371 billion yuan, and 689 million yuan, respectively [6] Notable Stocks - 132 stocks received net inflows of over 1 billion yuan, with Xinyi Sheng receiving the highest net inflow of 2.193 billion yuan [8] - The stocks with the highest net outflows included Sanhua Intelligent Control, with a net outflow of 2.431 billion yuan [11] - Institutional investors net bought 16 stocks, with Hunan Baiyin being the most purchased stock at approximately 363.341 million yuan [14]

沪深两市全天主力资金净流出216.12亿元，其中，科创板主力资金净流出51.38亿元，主力资金净流入的 有233只股，主力资金净流出的有367只股。 | 代码 | 简称 | 主力资金净流入（万 | 主力资金流入率 | 涨跌幅 | 换手率 | | --- | --- | --- | --- | --- | --- | | | | 元） | （%） | （%） | （%） | | 688387 | 信科移动-U | 33794.55 | 9.62 | 5.24 | 9.74 | | 688122 | 西部超导 | 31017.60 | 10.13 | 4.83 | 5.16 | | 688270 | 臻镭科技 | 27079.30 | 6.96 | 3.68 | 10.23 | | 688777 | 中控技术 | 21643.99 | 9.80 | 0.33 | 4.04 | | 688195 | 腾景科技 | 20677.61 | 6.58 | 20.00 | 12.09 | | 688521 | 芯原股份 | 17250.72 | 4.31 | 4.95 | 3.86 | | 688568 | 中科星图 | ...

Group 1 - The main market experienced a net outflow of 29.79 billion yuan in major funds as of January 22 [1] - The top ten sectors with fund outflows included: Semiconductor (-12.56 billion yuan), Battery (-3.91 billion yuan), Power Grid Equipment (-3.54 billion yuan), Consumer Electronics (-2.81 billion yuan), Auto Parts (-2.52 billion yuan), Electronic Chemicals (-2.28 billion yuan), Power Industry (-1.67 billion yuan), Home Appliances (-1.61 billion yuan), Non-ferrous Metals (-1.60 billion yuan), and Precious Metals (-1.54 billion yuan) [1] Group 2 - The semiconductor sector saw a decline of 0.5% with a net outflow of 12.56 billion yuan, led by Zhenlei Technology [2] - The battery sector decreased by 0.71% with a net outflow of 3.91 billion yuan, primarily impacted by Zhenyu Technology [2] - The power grid equipment sector had a slight increase of 0.16% but still experienced a net outflow of 3.54 billion yuan, with Zhongchao Holdings being the most affected [3] - The consumer electronics sector rose by 0.31% despite a net outflow of 2.81 billion yuan, with Xinyi Communication as the major contributor [3] - The auto parts sector had a minimal increase of 0.07% while facing a net outflow of 2.52 billion yuan, led by Xusheng Group [3]

Group 1 - The stock price of Anhui Construction (600502) closed at 4.77 yuan on January 21, 2026, with an increase of 0.21% and a turnover rate of 1.58% [1] - On January 21, 2026, the net inflow of main funds was 13.47 million yuan, accounting for 10.37% of the total transaction amount [1][4] - Retail investors had a net outflow of 20.09 million yuan, representing 15.46% of the total transaction amount [1] Group 2 - Anhui Construction's subsidiary won two project bids, including a 5.62 billion yuan contract for a sustainable aviation fuel hydrogenation project with a duration of 540 calendar days [2] - The company also secured an 8.14 billion yuan contract for the Changfeng County Chip Industry Park project, with its subsidiary's share being approximately 5.68 billion yuan and a duration of 200 calendar days [2] - The company received approval from the China Securities Regulatory Commission to issue up to 5 billion yuan of perpetual corporate bonds [2]

Core Viewpoint - The article highlights the trading activities in the Shanghai and Shenzhen stock markets, focusing on the significant inflow and outflow of funds in various sectors and individual stocks, as well as the performance of ETFs and the activity of institutional and retail investors [1][5][12]. Group 1: Trading Volume and Stock Performance - The total trading volume for the Shanghai and Shenzhen Stock Connect reached 321.15 billion, with Haiguang Information and Ningde Times leading in individual stock trading volume [1][2]. - The top stocks by trading volume in the Shanghai Stock Connect included Haiguang Information (3.506 billion) and Sanbai (3.306 billion), while in the Shenzhen Stock Connect, Ningde Times (3.056 billion) and Xinyi Sheng (3.012 billion) topped the list [3][4]. Group 2: Sector Performance - The electronic sector saw the highest net inflow of funds, while sectors such as white liquor, electric grid equipment, and coal experienced significant outflows [5][7]. - The top sectors by net inflow included precious metals (16.53 billion), energy metals (12.94 billion), and industrial machinery (2.99 billion) [6]. Group 3: ETF Trading Activity - The top ETF by trading volume was the CSI 300 ETF from Huatai Baichuan, with a trading amount of 23.2079 billion, reflecting a 70.47% increase from the previous trading day [13]. - The CSI 1000 ETF from GF Securities saw a remarkable trading volume increase of 799.23%, reaching 7.36828 billion [14]. Group 4: Institutional and Retail Investor Activity - Institutional investors showed moderate activity, with notable purchases in stocks like Zhongtung High-tech (316 million) and Dazhu CNC (333 million) [16]. - Retail investors' activity decreased significantly, with a notable drop in the number of participating brokerage firms and net buying scale [18].

Market Overview - On January 21, the Shanghai Composite Index rose by 0.08%, the Shenzhen Component Index increased by 0.70%, the ChiNext Index went up by 0.54%, and the CSI 300 Index gained 0.09% [1] - Among the tradable A-shares, 3,095 stocks rose, accounting for 56.64%, while 2,197 stocks declined [1] Capital Flow - The net inflow of main funds for the day was 11.983 billion yuan [1] - The ChiNext saw a net outflow of 5.221 billion yuan, while the STAR Market had a net inflow of 3.457 billion yuan [1] - The CSI 300 constituent stocks experienced a net inflow of 13.627 billion yuan [1] Industry Performance - Out of the 18 primary industries classified by Shenwan, 14 saw net inflows of main funds, with the electronic industry leading with a net inflow of 16.369 billion yuan and a daily increase of 2.62% [1] - The non-ferrous metals industry also performed well, with a daily increase of 2.79% and a net inflow of 7.289 billion yuan [1] - Conversely, 17 industries experienced net outflows, with the electric equipment industry leading the outflow at 6.688 billion yuan despite a slight increase of 0.21% [1] Detailed Industry Data - The electronic industry had a daily increase of 2.62% with a capital inflow of 16.369 billion yuan [2] - The non-ferrous metals industry rose by 2.79% with a capital inflow of 7.289 billion yuan [2] - The banking sector saw a decline of 1.58% with a capital outflow of 4.47 billion yuan [2] - The coal industry decreased by 1.57% with a minimal capital inflow of 0.34 billion yuan [2] - The defense and military industry had a slight decline of 0.06% with a significant capital outflow of 2.906 billion yuan [2] Individual Stock Performance - A total of 2,282 stocks experienced net inflows, with 1,015 stocks having inflows exceeding 10 million yuan [2] - The stock with the highest net inflow was Zhongke Shuguang, which rose by 6.93% with a net inflow of 1.651 billion yuan [2] - Other notable stocks with significant inflows included China Great Wall and Industrial Fulian, with net inflows of 1.498 billion yuan and 1.486 billion yuan, respectively [2] - Conversely, 136 stocks had net outflows exceeding 100 million yuan, with XW Communication, Tebian Electric, and Shanzigaoke leading the outflows at 1.692 billion yuan, 1.270 billion yuan, and 1.048 billion yuan, respectively [2]

Market Overview - The Shanghai Composite Index rose by 0.08% on January 21, with 18 out of the 28 sectors experiencing gains. The top-performing sectors were non-ferrous metals and electronics, with increases of 2.79% and 2.62% respectively [1] - The coal industry saw a decline of 1.57%, ranking second in terms of the largest drop [1] Capital Flow - The net inflow of capital in the two markets was 11.98 billion yuan, with 14 sectors experiencing net inflows. The electronics sector led with a net inflow of 16.37 billion yuan, followed by the non-ferrous metals sector with a net inflow of 7.29 billion yuan [1] - In contrast, 17 sectors experienced net outflows, with the power equipment sector leading at a net outflow of 6.69 billion yuan, followed by the defense and military industry with a net outflow of 2.91 billion yuan [1] Coal Industry Analysis - Within the coal industry, there were 37 stocks, of which 4 rose and 30 fell. The net inflow of capital for the coal sector was 34.15 million yuan [2] - The top three stocks with the highest net inflow were Shaanxi Coal and Chemical Industry with 102 million yuan, followed by China Shenhua and Yanzhou Coal with net inflows of 37.21 million yuan and 28.83 million yuan respectively [2] - The stocks with the largest net outflows included Yongtai Energy, Electric Power Investment Energy, and Dayou Energy, with net outflows of 67.19 million yuan, 39.60 million yuan, and 37.50 million yuan respectively [2] Individual Stock Performance - The performance of individual stocks in the coal sector showed significant declines, with Dayou Energy dropping by 8.31% and Yongtai Energy by 1.20% [3] - Other notable declines included Zhengzhou Coal Electricity at -4.05% and Shaanxi Black Cat at -3.54% [3]

证券 时报·数据宝统计，今日有14个行业主力资金净流入，17个行业主力资金净流出。资金净流入金额 最大的行业为电子，涨跌幅2.62%，整体换手率4.01%，成交量较前一个交易日变动2.29%，主力资金净 流量163.69亿元；今日资金净流出最大的行业为电力设备，涨跌幅0.21%，整体换手率4.98%，成交量较 前一个交易日变动-19.18%，主力资金净流量-66.88亿元。（数据宝） | 银行 | 44.86 | 12.50 | 0.34 | -1.58 | -4.47 | | --- | --- | --- | --- | --- | --- | | 轻工制 | 24.34 | -11.15 | 2.83 | 0.54 | -4.62 | | 造 | | | | | | | 社会服 | 16.27 | -17.44 | 3.53 | -0.04 | -4.76 | | 务 | | | | | | | 非银金 | 38.33 | -5.69 | 0.91 | -0.78 | -7.1 1 | | 融 | | | | | | | 农林牧 | 24.56 | -12.03 | 2.55 | -0.72 | -8. ...