Group 1 - The 2025 annual report pre-increase concept rose by 5.16%, ranking fourth among concept sectors, with 11 stocks increasing, including Dayang Biological and Salt Lake Co., which hit the daily limit [1] - The top gainers in the 2025 annual report pre-increase concept include C Qiang Yi, Bai Ao Sai Tu, and Chuanhua Zhili, which rose by 10.20%, 4.66%, and 4.65% respectively [1] - The main capital inflow into the 2025 annual report pre-increase concept was 1.628 billion yuan, with 10 stocks receiving net inflows, and 5 stocks seeing net inflows exceeding 30 million yuan [1] Group 2 - The leading stocks in terms of capital inflow ratio were Dayang Biological, Salt Lake Co., and Zijin Mining, with net inflow ratios of 28.41%, 10.15%, and 8.29% respectively [2] - The capital inflow rankings for the 2025 annual report pre-increase concept show Zijin Mining with a daily increase of 2.70% and a turnover rate of 1.51%, while Salt Lake Co. increased by 10.01% with a turnover rate of 3.08% [2] - Other notable stocks include C Qiang Yi, which increased by 10.20% with a high turnover rate of 42.38%, and Dayang Biological, which also increased by 10.01% [2]

Group 1 - The fentanyl concept index rose by 4.74%, ranking 6th among concept sectors, with 8 stocks increasing in value, including Botao Bio which hit a 20% limit up [1] - The leading stocks in the fentanyl sector included Dongfang Bio, Lingrui Pharmaceutical, and ST Renfu, which rose by 5.12%, 4.88%, and 2.26% respectively [1] Group 2 - The fentanyl concept sector saw a net inflow of 55 million yuan, with ST Renfu leading the inflow at 69.89 million yuan, followed by Guoyao Shares, Guoyao Modern, and Lingrui Pharmaceutical [2] - The net inflow ratios for ST Renfu, Guoyao Modern, and Guoyao Shares were 14.70%, 7.69%, and 5.96% respectively, indicating strong interest from major funds [3]

截至1月5日收盘，存储芯片概念上涨4.44%，位居概念板块涨幅第10，板块内，149股上涨，恒烁股 份、普冉股份、云汉芯城等20%涨停，雷科防务、东方中科、兆易创新等涨停，江波龙、中微公司、开 普云等涨幅居前，分别上涨15.73%、14.16%、13.99%。跌幅居前的有迈为股份、沃格光电、睿能科技 等，分别下跌5.81%、3.00%、2.61%。 存储芯片概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 603986 | 兆易创 新 | 10.00 | 7.48 | 204555.30 | 17.69 | | 688981 | 中芯国 际 | 5.80 | 4.56 | 103503.80 | 8.81 | | 300475 | 香农芯 创 | 12.92 | 13.28 | 49957.36 | 5.33 | | 605358 | 立昂微 | 9.99 | 7.75 | 37971.03 | 19.60 ...

盘面上，马斯克计划2026年大规模量产脑机接口设备，脑机接口板块掀涨停潮，道氏技术(300409)、三 博脑科及乐普医疗(300003)等20余股涨停；保险股大涨，新华保险(601336)涨超8%；医疗器械板块走 高，赛诺医疗等多股涨停；AI芯片、存储芯片板块拉升，普冉股份、恒烁股份涨停；重组蛋白、快手 概念、CRO、游戏及Sora概念等涨幅居前。另外，海南、免税板块逆市下跌，海汽集团(603069)、海南 发展领跌；旅游酒店板块走低，凯撒旅业跌近7%；铁路公路、电机及航空机场等板块跌幅居前。(格隆 汇) 格隆汇1月5日｜A股2026年首个交易日开门红，三大指数均大幅上涨，沪指12连阳重回4000点，深证成 指；截至收盘，沪指涨1.38%报4023点，深证成指涨2.24%，创业板指涨2.85%。全市场成交额2.57万亿 元，较前一交易日增量5015亿元，近4200股上涨。 | 上证指数 深证成指 | 北证50 | | --- | --- | | 4023.42 13828.63 1466.42 | | | +54.58 +1.38% +303.61 +2.24% +25.99 +1.80% | | | 科创5 ...

异动分析 PCB概念+存储芯片+数据中心+人民币贬值受益+特斯拉概念 1、公司主营业务是印制电路板的研发、生产和销售。主要产品为印制电路板，按照层数可分为双面板 和多层板。 2、根据2025年10月27日互动易：在储存领域，公司与全球知名机械硬盘厂商、全球知名固态硬盘厂 商、全球知名内存条颗粒供货商及模块厂商建立了稳定的合作关系，公司产品主要应用于机械硬盘、固 态硬盘、内存条等。 来源：新浪证券-红岸工作室 1月5日，超颖电子涨1.85%，成交额2.86亿元，换手率9.45%，总市值303.56亿元。 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额1.25亿，占总成交额的7.9%。 技术面：筹码平均交易成本为68.96元 该股筹码平均交易成本为68.96元，近期该股获筹码青睐，且集中度渐增；目前股价靠近支撑位68.89， 注意支撑位处反弹，若跌破支撑位则可能会开启一波下跌行情。 3、2025年8月27日互动易：在通信与服务器领域，公司与全球知名芯片商、全球知名云端服务提供商及 全球知名EMS厂商等建立了稳定的合作关系。公司具备AI服务器产品相应制程技术，可满足不同客户 的需求。公司产品主要应用于AI服务 ...

Market Performance - On January 5, the three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 1.38% to 4023.42 points, the Shenzhen Component Index rising by 2.24% to 13828.63 points, and the ChiNext Index up by 2.85% to 3294.55 points [1] - The sectors that performed well included brain engineering, storage chips, and cloud gaming, while shale gas, natural gas, and insurance-related sectors saw declines [1] Fund Manager Changes - From January 1 to January 5, a total of 9 fund managers experienced changes in their positions, which can significantly impact the future performance of the funds they manage [2] - In the same period, 4 fund products announced fund manager departures, with reasons including job changes and personal reasons [3] - A total of 29 fund products announced new fund manager appointments, involving 7 new fund managers [3] Fund Performance - Wang Bo from Ping An Fund managed a total fund asset of 696 million yuan, with the highest return of 99.12% from the fund "Anxin Xinfang Youxuan Mixed A" during his tenure [3] - Li Jialiang from Southern Fund managed a total fund asset of 9.657 billion yuan, with the highest return of 163.15% from the "Southern Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF" during his tenure [3] Fund Research Activity - In the past month (December 6 to January 5), Huaxia Fund conducted the most company research, engaging with 43 listed companies, followed by Bosera Fund, Southern Fund, and E Fund, which researched 39, 32, and 29 companies respectively [5] - The chemical products industry was the most researched sector, with 161 instances, followed by the computer equipment industry with 112 instances [5] Recent Company Focus - In the last month, the most researched company by public funds was Zhongke Shuguang, which is in the specialized computer equipment industry, with 117 fund management companies participating in the research [5] - Other companies receiving significant attention included Haiguang Information and Changan Automobile, with 117 and 86 fund management companies involved in their research respectively [5] Recent Weekly Research Activity - In the week from December 29 to January 5, the company with the highest number of fund research engagements was Oulutong, with 30 fund institutions participating [6] - Other companies with notable research activity included Jingji Zhinu and Zhongwei Shares, with 29 and 26 fund institutions respectively [6]

1月5日，A股市场高开高走迎来2026年开门红，创业板指领涨，沪指重回4000点上方。截至收盘，沪指涨1.38%，录得十二连阳，深成指涨2.24%，创业板 指涨2.85%。全市场成交额高达2.57万亿，较上一个交易日放量5015亿，近4200只个股上涨，其中127只个股涨停。 消息面上，据智通财经报道，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"。 21世纪经济报道记者获悉，去年年初，国家医保局发布对脑机接口康复收费的指导意见，直接推动了脑机接口产业快速发展。目前已有约11个省市出台脑 机接口相关收费标准，且不少公司也透露最新商业化进展。 午后贵金属板块持续走强，兴业银锡封涨停，此前湖南白银涨停，西部黄金、山东黄金等涨幅靠前。消息面上，贵金属市场受突发地缘政治事件催化，现 货白银日内一度涨超5%，站上75美元大关，此外现货黄金日内涨超2%，收复4400美元关口。 板块方面，脑机接口概念全天领涨，三十余只成分股涨停。保险板块爆发，新华保险、中国太保大涨续创历史新高。商业航天概念反复活跃，雷科防务4 连板，中国卫通5天3板。半导体产业链走强，亚翔集 ...

2026年首个交易日，A股主要股指高开高走，沪指涨超1%重返4000点上方，创业板指涨近3%，科创50 指数大涨超4%。 盘面上看，保险、半导体、医药、有色等板块走强，券商、地产、石油、酿酒等板块上扬，人脑工程概 念爆发，存储芯片、创新药、AI应用概念等活跃。 中信证券认为，2026年最大的预期差来自于外需与内需的平衡，对外"征税"、补贴内需应是大势所趋， 今年是个重要的开端。站在开年，考虑到去年末的资金热度并不算高，人心思涨的环境下开年后市场震 荡向上的概率更高。前期共识性品种"调整后再上车"大概率是机构资金主要的考虑方向，例如有色、海 外算力、半导体自主可控等，当然有些偏游资风格的品种也属于这一类别，比如商业航天、机器人等。 反共识品种是一些配置型增量资金的考虑，典型的方向就是通过内需消费的小仓位增配去捕捉年内的超 预期政策变化，免税、航空等出行服务相关的行业应该是增量布局重点，优质的地产开发商也是考虑对 象。 （文章来源：证券时报网） 截至收盘，沪指涨1.38%报4023.42点，深证成指涨2.24%，创业板指涨2.85%，科创50指数涨4.4%，沪 深北三市合计成交25674亿元。 ...

A股迎来2026年开门红，沪指12连阳强势收复4000点。截至收盘，沪指涨1.38%，报4023.42点，深成指 涨2.24%，报13828.63点，创业板指涨2.85%，报3294.55点，科创50指数涨4.4%，报1403.41点。沪深两 市合计成交额25463.47亿元，较上一个交易日放量5011亿。盘面上，市场热点轮番活跃，全市场超4100 只个股上涨，其中127只个股涨停。板块题材上，脑机接口、创新药、保险、存储芯片、AI应用、军工 装备、有色金属板块涨幅居前；海南自贸区、旅游及酒店、猪肉、钢铁、银行、汽车整车板块表现落 后。 午后AI应用端持续走强，卓易信息20cm涨停，蓝色光标涨超15%续创10年新高，此前南兴股份、利欧 股份、美克家居涨停，易点天下、汉得信息、福昕软件等涨幅靠前。消息面上，Meta宣布收购AI智能 体公司Manus以加速人工智能创新。合并完成后，蝴蝶效应将在公司、团队和产品层面继续保持独立运 营，同时与 Meta 旗下核心全球消费级产品进行深度整合。 午后存储芯片概念持续走强，普冉股份20cm涨停，此前云汉芯城20cm涨停，兆易创新回封涨停，恒烁 股份、江波龙、开普云、香农芯创 ...

Market Performance - The A-share market opened positively on the first trading day of 2026, with all three major indices significantly rising. The Shanghai Composite Index (SSE) recorded a 12-day winning streak, returning to the 4000-point mark, closing at 4023 points, up 1.38%. The Shenzhen Component Index rose 2.24%, and the ChiNext Index increased by 2.85% [1] - The total market turnover reached 2.57 trillion yuan, an increase of 501.5 billion yuan compared to the previous trading day, with nearly 4200 stocks rising [1] Sector Performance - The brain-computer interface sector surged following Elon Musk's plan for large-scale production of brain-machine interface devices, leading to a wave of limit-up stocks including Daosheng Technology, Sanbo Brain Science, and Lepu Medical [1] - Insurance stocks experienced significant gains, with Xinhua Insurance rising over 8% [1] - The medical device sector also saw an uptick, with companies like Sainuo Medical hitting their daily limit [1] - AI chip and memory chip sectors rallied, with stocks such as Purun Co. and Hengshuo Co. reaching their daily limit [1] - Other sectors with notable gains included recombinant proteins, Kuaishou concepts, CRO, gaming, and Sora concepts [1] - Conversely, the Hainan and duty-free sectors declined, with Haikou Group and Hainan Development leading the losses. The tourism and hotel sector also fell, with Caesar Travel dropping nearly 7% [1] - The railway, highway, electric machinery, and airport sectors were among those with the largest declines [1] Fund Flow and Performance Rankings - The top sectors by net capital inflow over the past five days included insurance (+6.20%), healthcare (+5.46%), and internet (+4.44%) [2] - Other sectors with notable five-day gains included biotechnology (+3.92%), semiconductors (+4.01%), and computer hardware (+3.75%) [2]