Market Overview - The Shanghai Composite Index fell by 0.96% to 4117.95 points, while the Shenzhen Component Index decreased by 0.66% to 14205.89 points. In contrast, the ChiNext Index rose by 1.27% to 3346.36 points [3] - The total market turnover was approximately 2.8 trillion yuan, a decrease of nearly 400 billion yuan compared to the previous trading day, with more stocks declining than rising [1] Sector Performance - The agriculture sector, including grain planting and soybean concepts, led the market gains, with stocks like Denghai Seeds and Nongfa Seed reaching their daily limit [1] - CPO and other computing power hardware stocks showed strong performance, with Tianfu Communication rising over 10% to reach a historical high [2] - Conversely, gold, silver, and non-ferrous metal concepts experienced significant declines, with major companies like Zijin Mining hitting a low of 39.12 yuan, just one penny away from the limit down price [2] Investment Trends - Major funds focused on sectors such as communication equipment, agriculture, and white goods, with net inflows into stocks like Tianfu Communication and Aerospace Development [4] - Analysts suggest that the upcoming earnings reports will be a key focus for the market, with expectations of a recovery in corporate profits, particularly in sectors like computing power, lithium batteries, and energy storage [8] Policy and Economic Outlook - The National Energy Administration announced plans to promote hydrogen energy as a key component of the future energy system, which is expected to drive innovation and expand domestic demand [5] - The China Construction Bank has raised the minimum amount for personal gold accumulation plans to 1500 yuan, effective from February 2, 2026 [6] Market Sentiment - Recent announcements from major tech companies like Meta and Microsoft have alleviated previous market concerns, contributing to a more positive sentiment [2] - Analysts from Guosen Securities predict that the market will focus on performance metrics as the annual earnings reporting season approaches, with a potential for significant returns from companies with strong fundamentals [8]

相关股票： 农发种业金圆股份天孚通信长飞光纤赤峰黄金长飞光纤横店影视电声股份引力传媒晓程科 技赤峰黄金 相关快讯 相关文章 南方财经1月30日电，三大指数涨跌不一，沪指4100点失而复得，创业板指探底回升上演"深V"，此前 一度跌超1%。截至收盘，沪指跌1.19%，深成指跌0.96%，创业板指涨0.8%。沪深两市半日成交额1.93 万亿，较上个交易日缩量836亿。盘面上热点快速轮动，全市场超3800只个股下跌。从板块来看，算力 硬件概念逆势爆发，天孚通信涨超10%、长飞光纤涨停，均创历史新高。AI应用端盘中拉升，电声股份 20cm涨停，引力传媒涨停。影视板块表现活跃，横店影视2连板。农业概念反复活跃，农发种业3天2 板。下跌方面，有色金属板块集体大跌，贵金属方向领跌，晓程科技、赤峰黄金等多股跌停。锂矿概念 大跌，金圆股份跌停。 A股午评：沪指跌1.19% 有色金属板块集体大跌 21世纪经济报道 21快讯 2026-01-30 11:36 南方财经1月30日电，三大指数涨跌不一，沪指4100点失而复得，创业板指探底回升上演"深V"，此前 一度跌超1%。截至收盘，沪指跌1.19%，深成指跌0.96%，创业板指涨0 ...

1月30日，三大指数涨跌不一，沪指4100点失而复得，创业板指探底回升上演"深V"，此前一度跌超1%。 沪深两市半日成交额1.93万亿，较上个交易日缩量836亿。盘面上热点快速轮动，全市场超3800只个股下跌。 从板块来看，算力硬件概念逆势爆发，天孚通信涨超10%、长飞光纤涨停，均创历史新高。AI应用端盘中拉升，电声股份20cm涨停，引力传媒涨停。影视 板块表现活跃，横店影视2连板。农业概念反复活跃，农发种业3天2板。 下跌方面，有色金属板块集体大跌，贵金属方向领跌，晓程科技、赤峰黄金等多股跌停。锂矿概念大跌，金圆股份跌停。 截至收盘，沪指跌1.19%，深成指跌0.96%，创业板指涨0.8%。 封板率 59.00% 封板 24 触及 17 昨涨停今表现 高开率 41% 获利率 涨停表现 –1.37% ...

专题：春季行情未止 二月布局关注"反内卷"、新质生产力与农业 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月30日消息，指数早盘震荡走低，深成指跌超1%。板块方面，农业概念快速走强，农发种业3天2板， 敦煌种业涨停；煤炭股活跃，盘江股份、云煤能源涨停；影视院线板块震荡走强，横店影视涨停；下跌 方面，早盘贵金属板块集体低开，晓程科技、中金黄金、招金黄金、四川黄金、湖南白银跌停；稀土永 磁板块震荡下挫，华宏科技、盛和资源跌停；商业航天板块集体调整，明阳智能、海特高新跌停。总体 来看，两市个股跌多涨少，下跌个股超3200只。 截至发稿，沪指报4118.07点，跌0.96%，深成指报14128.95点，跌1.20%，创指报3300.55点，跌0.12%。 盘面上，转基因、种植业与林业、大豆板块涨幅居前；贵金属、金属铅、工业金属板块跌幅居前。 新浪合作大平台期货开户 安全快捷有保障 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 行业资金流速排名 个股资金流向 责任编辑：郭栩彤 专题：春季行情未止 二月布局关注"反内卷"、新质生产力与农业 热点栏目 自选股 数据中心 行 ...

（文章来源：每日经济新闻） 每经AI快讯，1月30日，农业概念反复活跃，农发种业3天2板，秋乐种业涨超15%，神农种业、北大 荒、康农种业跟涨。 ...

【农业概念快速走强 农发种业3天2板】智通财经1月30日电，农业概念快速走强，农发种业3天2板，秋 乐种业涨超25%，神农种业、北大荒、康农种业跟涨。消息面上，1月29日，生意社大豆基准价为 4468.00元/吨，与本月初相比，上涨了1.18%。此外，农业农村部副部长近日张兴旺表示，粮食产量达 到了14298亿斤，再创历史新高。 转自：智通财经 ...

农业概念今日活跃，农发种业触及涨停，消息面上，农业农村部相关负责人表示，粮食生产再获丰收， 粮食产量达到了14298亿斤、增产168亿斤，再创历史新高，连续两年稳定在1.4万亿斤以上。 数据显示，截至2025年12月31日，国证粮食产业指数(399365)前十大权重股分别为大北农、隆平高科、 北大荒、荃银高科、神农种业、藏格矿业、亚盛集团、农发种业、盐湖股份、云天化，前十大权重股合 计占比51.88%。 机构指出，大宗商品的新一轮周期已然开启，美元走软、BDI指数触底回升已经让大宗商品具备了上涨 的基石。2025年区域政治、经济疲软让各国政府在2026年启动经济复苏政策，与此同时，各国政府对资 源品的争夺仍在进行中，经济最差的时期可能已经过去，全球囤货的模式才刚刚开始。由于大宗商品结 构化的差异，贵金属-工业金属已经先行上涨，紧接着的能源化工也已经低位回升，传导终端的农产品 机会也许在新的种植年度开启。当下仅仅是新一轮大宗商品周期上涨阶段的初期，品种上涨的轮动也才 刚刚开始，复杂的经济环境蕴含着机会与挑战。 粮食ETF(159698)，场外联接(A：021086；C：021087；I：022848)。 对于农 ...

Core Viewpoint - The A-share market experienced a collective rise, with the ChiNext Index increasing by over 1%, and more than 4,100 stocks in the market showing gains [1][2]. Group 1: Stock Performance - The chemical pharmaceuticals, new metal materials, and film and theater sectors saw significant gains, while the road and rail transportation and precious metals sectors experienced pullbacks [2]. - The stock of Co-Creation Turf (605099) achieved a "6 consecutive limit-up" status, marking a total increase of 78.74% over the last six trading days [6][8]. - The Shanghai Composite Index rose by 0.43%, the Shenzhen Component Index increased by 0.65%, and the ChiNext Index climbed by 1.07%, with a total market turnover of approximately 1.31 trillion yuan, an increase of 135.5 billion yuan from the previous trading day [2]. Group 2: Co-Creation Turf Insights - Co-Creation Turf's stock price surged significantly, with a cumulative increase of 58% over five consecutive trading days prior to June 7, leading to a risk warning announcement from the company [8]. - The company specializes in artificial turf, with projected revenues of 2.052 billion yuan from leisure grass and 594 million yuan from sports grass in 2024, accounting for 69.93% and 20.25% of its main business revenue, respectively [9]. - Co-Creation Turf is recognized as one of the preferred suppliers of artificial turf by FIFA, World Rugby, and FIH, and is involved in drafting national standards for artificial turf [9]. Group 3: Elderly Care Robotics Sector - The elderly care sector showed strong performance, with stocks related to elderly care robots rising significantly, including a nearly 12% increase for Ousheng Electric and a limit-up for Xinlong Health [11]. - A notice from the Ministry of Industry and Information Technology and the Ministry of Civil Affairs announced a pilot program for intelligent elderly care service robots from 2025 to 2027, focusing on developing standards and evaluation systems [11][14]. - The robotics sector is considered to have significant investment value, with various types of intelligent elderly care robots designed to meet different needs, such as health management and rehabilitation training [14].