春节前大幅离场后，A股节后的资金回流态势已成为市场关注焦点。 杠杆资金单日回流346亿元。 其中，前期累计涨幅较多的电子、电力设备、计算机、有色金属、通信等行业遭受资金明显减仓，融资 资金净卖出金额在33亿元～74亿元之间。 节后首个交易日，杠杆资金的持仓偏好截然相反。节前受到偏爱的行业出现大幅卖出，并流向节前遭到 减仓的行业。 根据Wind数据，2月24日，有26个行业获得杠杆资金回补仓位。电子、计算机、有色金属、电力设备、 通信、国防军工等板块获得融资资金大笔买入，净流入金额均超20亿元。而公用事业、石油石化、建筑 装饰、综合、煤炭5个行业遭到杠杆资金减仓。 这与当日的市场表现并不完全一致。24日，石油石化、煤炭行业领涨，建筑材料和公用事业也表现不 俗；有色金属行业涨幅居前，但计算机行业则处于跌势。25日，有色金属、建筑材料涨幅依旧居前，国 防军工、电子、电力设备行业涨幅超过1%，计算机和通信行业涨幅靠后，均微涨0.2%。 两融资金在春节前大幅净流出后，节后首个交易日大幅回流了346亿元，其中融资资金回流了338.89亿 元。杠杆资金的持仓偏好，春节前后也截然相反，此前大笔净卖出的行业在节后被大笔净买入。 ...

以上内容基于公开资料整理，不构成投资建议。 经济观察网通业科技（300960）在近7个交易日内(2026年2月7日至2月13日)股价呈现震荡上行态势。根 据内部数据库，该股5日涨跌幅为5.10%，表现强于大盘指数(上证指数近五日涨跌幅0.81%)。具体来 看，2月9日股价大幅上涨4.23%，2月13日收盘报28.05元，当日涨跌幅1.19%。资金流向方面，2月13日 主力资金净流出541.61万元，散户资金净流入833.42万元。技术面上，该股近期突破20日均线，MACD 指标显示多头态势，但需关注布林带上轨压力位28.37元。 ...

Group 1 - The stock price of Dongnan Electronics (301359) experienced a decline of 2.03% on February 13, 2026, reaching 21.74 yuan per share with a trading volume of 15.87 million yuan and a net outflow of 190,900 yuan in main funds [1] - Over the past week, from February 7 to 13, the stock price fluctuated with a total change of 1.16% and a volatility of 3.25% [2] - On February 12, the stock price increased by 1.09%, but on February 13, it closed down by 1.80% with a trading amount of 37.72 million yuan and a turnover rate of 2.53% [2] Group 2 - The main funds saw a net outflow of 3.04 million yuan on February 12, which narrowed to 190,900 yuan on February 13 [2] - The technical analysis indicates that the stock price is near the upper Bollinger Band, with a resistance level at 22.25 yuan and a support level at 20.02 yuan [2] - The MACD indicator remains positive, but the KDJ indicator is at a high level, suggesting a need to monitor for overbought risks in the short term [2]

Group 1 - The stock price of ST Lingnan (002717) closed at 1.62 yuan on January 22, 2026, down by 0.61%, with a turnover rate of 1.57% and a trading volume of 253,200 shares, amounting to a transaction value of 40.97 million yuan [1] - On January 22, 2026, the net outflow of main funds was 4.45 million yuan, while retail investors saw a net inflow of 3.15 million yuan [3] - The company has reported a total of approximately 131.41 million yuan in new litigation and arbitration cases over the past twelve months, which accounts for 12.34% of the latest audited net assets [1][3] Group 2 - The "Lingnan Convertible Bonds" have been downgraded to a C rating due to the company's insufficient cash flow, which has led to an inability to pay interest and principal on time [1][3] - The company is facing significant liquidity pressure and ongoing operational risks, with a substantial decline in revenue and continued net losses projected for 2024 [1] - There is a risk of the company's stock being delisted if the share price falls below 1 yuan [1]

Group 1 - As of January 14, a total of 546 stocks in the Shanghai and Shenzhen markets have experienced net outflows of main funds for five consecutive days or more [1] - Qin'an Co., Ltd. has the longest duration of net outflows, with 16 consecutive days, followed by Shen Shen Fang A with 15 days [1] - The largest total net outflow amount is from Goldwind Technology, with a cumulative outflow of 10.944 billion yuan over six days [1] Group 2 - China Ping An follows Goldwind Technology with a net outflow of 9.341 billion yuan over seven days [1] - The stock with the highest percentage of net outflow relative to trading volume is Feilu Co., Ltd., which has seen a 2.97% decline over the past five days [1] - Other notable companies with significant net outflows include Luxshare Precision (7.204 billion yuan), Industrial Fulian (6.778 billion yuan), and Shenghong Technology (5.568 billion yuan) [1] Group 3 - The report includes a detailed table listing stocks with net outflows, showing their respective net outflow amounts, percentages, and cumulative price changes [1][2][3][4] - Stocks like China Mobile and Guofeng New Materials also show notable net outflows, with China Mobile experiencing 1.062 billion yuan over eight days [2] - The data highlights a trend of declining stock prices among companies with significant net outflows, indicating potential investor concerns [1][2][3]

Core Viewpoint - As of January 12, a total of 427 stocks in the Shanghai and Shenzhen markets have experienced net outflows of main funds for five consecutive days or more, indicating a significant trend of capital withdrawal from these stocks [1]. Group 1: Stocks with Longest Net Outflow - Anqi Yeast has the longest net outflow duration at 19 days, followed by Spring Airlines with 17 days [1]. - The largest total net outflow amount is from China Ping An, with a cumulative outflow of 7.961 billion yuan over five days [1]. - Industrial Fulian follows with a net outflow of 4.782 billion yuan over the same period [1]. Group 2: Stocks with Significant Net Outflow - The top stocks by net outflow amount include: - China Ping An: 7.961 billion yuan, 14.10% of trading volume, with a cumulative decline of 6.65% [1]. - Industrial Fulian: 4.782 billion yuan, 8.66% of trading volume, with a cumulative decline of 4.30% [1]. - Huadian Co.: 3.729 billion yuan, 15.05% of trading volume, with a cumulative decline of 8.99% [1]. Group 3: Stocks with Notable Price Changes - ST Tongmai has the highest percentage of net outflow relative to trading volume at 17.72% over the past 10 days [1]. - Other notable stocks with significant price changes include: - Anqi Yeast: 19 days of net outflow, with a cumulative increase of 7.92% [2]. - Spring Airlines: 17 days of net outflow, with a cumulative increase of 9.49% [3].

Core Insights - The article highlights a significant outflow of main funds from various stocks in the Shanghai and Shenzhen markets, with 398 stocks experiencing net outflows for five consecutive days or more [1] Group 1: Main Fund Outflows - The stock with the longest continuous net outflow is Dameng Data, which has seen outflows for 22 days [1] - Haite Bio follows with 20 days of continuous net outflows [1] - The largest total net outflow amount is from Sanhua Intelligent Control, with a cumulative outflow of 4.901 billion yuan over five days [1] - China Satellite Communications ranks second with a net outflow of 4.453 billion yuan over the same period [1] Group 2: Stocks with Significant Outflows - The top stocks with the highest net outflows include: - Sanhua Intelligent Control: 5 days, 4.901 billion yuan, 5.44% of trading volume, and a cumulative decline of 3.56% [1] - China Satellite Communications: 5 days, 4.453 billion yuan, 7.61% of trading volume, with a cumulative increase of 37.10% [1] - Daqin Railway: 19 days, 2.607 billion yuan, 18.91% of trading volume, with a cumulative decline of 6.22% [1] - Philihua: 6 days, 2.173 billion yuan, 10.08% of trading volume, with a cumulative decline of 12.05% [1] Group 3: Additional Stocks with Notable Outflows - Other notable stocks with significant outflows include: - Wolong Electric Drive: 5 days, 1.992 billion yuan, 7.15% of trading volume, with a cumulative decline of 5.00% [1] - Haima Automobile: 11 days, 1.592 billion yuan, 8.41% of trading volume, with a cumulative decline of 18.59% [1] - Dongshan Precision: 5 days, 1.351 billion yuan, 7.26% of trading volume, with a cumulative decline of 7.20% [1]

Core Insights - A total of 385 stocks in the Shanghai and Shenzhen markets have experienced net outflows of main funds for five consecutive days or more as of January 7 [1] - The stock with the longest continuous net outflow is Dameng Data, which has seen outflows for 21 days, followed by Meihua Biology with 19 days [1] - In terms of total net outflow amount, Daqin Railway leads with a cumulative outflow of 2.441 billion yuan over 18 days, followed by Feilihua with 1.605 billion yuan over 5 days [1] Summary by Category Continuous Net Outflow Duration - Dameng Data: 21 days of net outflow [2] - Meihua Biology: 19 days of net outflow [1] - Other notable stocks include Haima Automobile (10 days) and Antong Holdings (7 days) [1] Total Net Outflow Amount - Daqin Railway: 2.441 billion yuan over 18 days [1] - Feilihua: 1.605 billion yuan over 5 days [1] - Haima Automobile: 1.556 billion yuan over 10 days [1] - Antong Holdings: 1.227 billion yuan over 7 days [1] Proportion of Net Outflow to Trading Volume - China Communications Design: Highest proportion of net outflow to trading volume in the last 5 days, with a decline of 1.09% [1] - Other stocks with significant outflow proportions include Daqin Railway and Feilihua [1] Cumulative Price Change - Daqin Railway: -6.58% [1] - Feilihua: -9.08% [1] - Haima Automobile: -18.70% [1] - Antong Holdings: -12.10% [1]

Core Viewpoint - The report highlights a significant outflow of main capital from various stocks in the Shanghai and Shenzhen markets, indicating potential concerns among investors regarding these companies' performance and future prospects [1]. Group 1: Main Capital Outflow - A total of 480 stocks experienced a net outflow of main capital for five consecutive days or more as of January 6 [1]. - The stock with the longest continuous outflow is Daheng Technology, with 24 days of net outflow [1]. - The stock with the highest total net outflow amount is Yingweike, which saw a cumulative outflow of 4.314 billion yuan over eight days [1]. Group 2: Notable Stocks with Outflows - Pingtan Development had a net outflow of 2.270 billion yuan over five days, ranking second in total outflow [1]. - Other notable stocks include Daqin Railway with 1.810 billion yuan over 17 days, and Hengtong Optic-Electric with 1.693 billion yuan over nine days [1]. - ST Qibu had the highest outflow ratio, with 6.30% over the last five days [1]. Group 3: Performance Metrics - Yingweike's stock price decreased by 1.29% during the outflow period [1]. - Pingtan Development's stock price fell by 2.36% over the same timeframe [1]. - Daqin Railway's stock price declined by 4.75%, while Hengtong Optic-Electric saw a drop of 5.93% [1].

Summary of Key Points Core Viewpoint - The report highlights a significant outflow of main capital from various stocks in the Shanghai and Shenzhen markets, with 576 stocks experiencing net outflows for five consecutive days or more, indicating potential investor concerns and market volatility [1]. Group 1: Stocks with Longest Net Outflow - Dahan Technology has the longest streak of net outflows, with 23 consecutive days [1]. - Dameng Data follows with 19 consecutive days of net outflows [1]. Group 2: Stocks with Highest Total Net Outflow - Yingweike has the largest total net outflow amounting to 3.26 billion yuan over 7 days [1]. - Hengtong Optics ranks second with a total net outflow of 1.472 billion yuan over 8 days [1]. Group 3: Stocks with Highest Net Outflow Percentage - ST Aowei has the highest percentage of net outflow relative to trading volume, with a 19.88% decline over the past 5 days [1]. - Other notable stocks with significant net outflow percentages include Haima Automobile at 9.06% and Antong Holdings at 10.61% [1]. Group 4: Performance of Stocks with Net Outflows - The report indicates that many stocks with significant net outflows have also experienced notable declines in their prices, such as Haima Automobile with a drop of 17.41% and Jiumuwang with a decline of 22.67% [1]. - Conversely, some stocks like Dameng Data have shown a slight increase of 4.79% despite the outflow [3].