国内市场综述 缩量震荡 小幅收涨 周二（1 月 27 日）大盘缩量震荡，小幅收涨。截至收 盘，上证综指收于 4139.9 点，上涨 0.18%；深成指收 于 14329.91 点，上涨 0.09%；科创 50 上涨 1.51%；创 业板指上涨 0.71%，万得全 A 成交额共 29215 亿元， 较前一日略有上升。 行业方面，30 个中信一级行业有 7 个上涨，其中国防 军工、电子及通信涨幅居前，而煤炭、农林牧渔及综 合金融则跌幅较大。概念方面，培育钻石、超硬材料 及先进封装等指数表现活跃。 海外市场综述 美国三大股指收盘涨跌不一，道指跌 0.83% 周二（1 月 27 日），美国三大股指收盘涨跌不一，道 指跌 0.83%，标普 500 指数涨 0.41%，纳指涨 0.91%。 万得美国科技七巨头指数涨 1.11%，亚马逊、微软涨 超 2%，苹果、英伟达涨超 1%。纳斯达克中国金龙指数 收涨 0.48%，虎牙涨超 19%，金山云涨超 8%。 新闻精要 1. 英国首相斯塔默将访华 中方介绍有关安排及期待 2. 我国将制定《新就业形态劳动者基本权益保障办法》 3. 中国科学院大学星际航行学院成立 4. 中国首个万 ...

1月28日股市早报：云计算/AI应用/算力硬件/半导体设备/贵金属/超硬材料等 ①易方达黄金主题LOF：1月28日起暂停A类人民币份额申购及定期定额投资业务。 ②由于美元走软，。 现货黄金收涨3.3%，报5180.2美元/盎司；现货白银收涨7.92%，报112.16美元/盎司。 ③受伊朗局势、WTI3月原油期货收于每桶62.39美元，涨幅为2.9 1月28日股市早报：云计算/AI应用/算力硬件/半导体设备/贵金属/超硬材料等 ①易方达黄金主题LOF：1月28日起暂停A类人民币份额申购及定期定额投资业务。 ②由于美元走软，。 现货黄金收涨3.3%，报5180.2美元/盎司；现货白银收涨7.92%，报112.16美元/盎司。 ③受伊朗局势、WTI3月原油期货收于每桶62.39美元，涨幅为2.9%；布伦特3月原油期货收于每桶67.57美元，涨幅 为3.02%。 ④美股三大指数涨跌不一，道指跌0.83%，纳指涨0.91%，标普500指数涨0.41%并创收盘新高。 热门中概股涨跌互现，纳斯达克中国金龙指数收涨0.48%。 ：拟5.2亿元收购广东长兴半导体60%股权 预计存储芯片业务将对公司营业收入增长带来贡献。 长兴半 ...

核心观点 金融工程日报 市场表现：20260127 规模指数中中证 500 指数表现较好，板块指数中科创 100 指数表现较好，风格指数中中证 500 成长指数表现较好。国防军工、电 子、通信、传媒、机械行业表现较好，煤炭、农林牧渔、综合金融、钢铁、 医药行业表现较差。培育钻石、超硬材料、先进封装、光芯片、存储器等概 念表现较好，锂电电解液、六氟磷酸锂、动物疫苗、锂电隔膜、珠宝等概念 表现较差。 市场情绪：20260127 收盘时有 59 只股票涨停，有 13 只股票跌停。昨日涨 停股票今日高开高走，收盘收益为 2.58%，昨日跌停股票今日收盘收益为 -0.43%。今日封板率 71%，较前日提升 10%，连板率 19%，较前日提升 3%。 市场资金流向：截至 20260126 两融余额为 27254 亿元，其中融资余额 27080 亿元，融券余额 174 亿元。两融余额占流通市值比重为 2.6%，两融 交易占市场成交额比重为 9.5%。 证券研究报告 | 2026年01月27日 金融工程日报 沪指震荡收涨，培育钻石概念拉升、黄金股再度大涨 折溢价：20260126 当日 ETF 溢价较多的是国证 2000ET ...

Market Overview - The A-share market showed mixed performance today, with the Shanghai Composite Index slightly up by 0.18% closing at 4139.9 points, and the Shenzhen Component Index up by 0.09% closing at 14329.91 points. The ChiNext Index increased by 0.71% to 3342.6 points, while the STAR 50 Index rose by 1.51% to 1555.98 points. Overall, there were 1928 stocks that rose and 3450 that fell, with a total trading volume of 28950 billion yuan, a decrease of 3532 billion yuan from the previous trading day [1][2]. Industry Performance - Among the Shenwan first-level industries, electronics, communications, defense and military industry, machinery equipment, and media sectors led the gains with increases of 2.27%, 2.15%, 1.65%, 0.64%, and 0.48% respectively. Conversely, the coal, agriculture, forestry, animal husbandry and fishery, steel, beauty care, and pharmaceutical biotechnology sectors experienced declines, with decreases of 2.27%, 1.95%, 1.34%, 1.22%, and 1.11% respectively [1][2]. Concept Sector Performance - The concept sectors that saw the highest gains today included cultivated diamonds, superhard materials, advanced packaging, optical chips, memory, analog chips, BC batteries, automotive chips, semiconductor silicon wafers, MCU chips, semiconductor selections, optical modules (CPO), wafer industry, and IGBT. In contrast, sectors such as cobalt mining, animal health selections, major infrastructure central enterprises, lithium battery anodes, and central enterprise coal experienced pullbacks [2].

（文章来源：每日经济新闻） 每经AI快讯，1月27日早盘，超硬材料概念异动拉升，黄河旋风直线涨停，四方达、惠丰钻石涨超 10%，力量钻石、沃尔德、国机精工跟涨。 ...

2026.01. 23 本文字数：514，阅读时长大约1分钟 作者 | 一财阿驴 09:25 A股开盘丨三大指数集体高开 沪指高开0.18%，深成指高开0.15%，创业板指高开0.16%，科创综指低开0.21%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | WWW | 4130.11 | 7.53 | 0.18% | | 399001 | 深证成指 | VVW | 14349.01 | 21.97 | 0.15% | | 399006 | 创业板指 | W/ | 3334.02 | 5.37 | 0.16% | | 000680 | 科创综指 | VVW | 1861.44 | -3.90 | -0.21% | 盘面上，贵金属、有色金属板块反弹，超硬材料、光伏、商业航天、AI应用题材走强；半导体、AI算 力产业链回调，存储器、汽车芯片方向领跌。 个股方面，明阳智能复牌涨停，公司筹划购买德华芯片100%股权。 09:22 央行公开市场开展1250亿元7天期逆回购操作，操作利率1 ...

Market Overview - The A-share market indices all experienced gains today, with the Shanghai Composite Index rising by 0.14% to close at 4122.58 points, the Shenzhen Component Index increasing by 0.50% to 14327.05 points, the Sci-Tech 50 up by 0.41% to 1541.64 points, and the ChiNext Index climbing by 1.01% to 3328.65 points [1][10] - Overall, a total of 3576 stocks rose while 1774 stocks fell, with 120 stocks remaining flat. The total trading volume in the Shanghai and Shenzhen markets reached 26,917 billion yuan, an increase of 911 billion yuan compared to the previous trading day [1][10] Industry Performance - Among the Shenwan first-level industries, the top gainers included building materials (up 4.09%), defense and military (up 3.23%), petroleum and petrochemicals (up 3.07%), telecommunications (up 2.83%), coal (up 1.85%), and steel (up 1.81%). Conversely, the sectors that saw declines included beauty and personal care (down 0.76%), banking (down 0.43%), and pharmaceuticals and biology (down 0.42%) [1][10] Concept Sector Performance - The leading concept sectors with significant gains today included large aircraft, aircraft carriers, copper-clad laminates, MoE threads, superhard materials, natural gas, selected power equipment, military-civilian integration, AVIC system, satellite internet, oil and gas extraction, cultivated diamonds, military information technology, nuclear fusion, and China Shipbuilding Industry Corporation [2]

Core Viewpoint - The superhard materials sector experienced a significant rally in the afternoon, with Sifangda rising over 10%, while other companies like Huanghe Xuanfeng, Huifeng Diamond, Power Diamond, and World also saw notable gains [1] Group 1 - Sifangda's stock price increased by more than 10% [1] - Other companies in the superhard materials sector, including Huanghe Xuanfeng, Huifeng Diamond, Power Diamond, and World, also experienced upward movement in their stock prices [1]

Group 1: Company Advantages - Technical Advantage: The company is a key player in the national electric motor manufacturing industry with strong R&D capabilities, focusing on high-efficiency motors and various specialized products [1][2] - Marketing Advantage: The company has established a comprehensive marketing network across five geographic regions, enhancing its market presence and competitive edge [2] - Brand Advantage: With over 60 years of experience, the company has built a strong brand reputation in the special motor sector, being the first listed company in the small and medium motor industry in China [2] Group 2: Core Resources - Lithium Resource: The Qian坑 lithium mine is the company's most significant mining area, with a licensed area of 1.3826 square kilometers and a resource reserve of 72.93 million tons at an average Li₂O grade of 0.44% [3] Group 3: Future Performance Improvement - Continuous R&D: The company plans to enhance its performance through ongoing technical research and production management optimization [4][5] - New Industry Development: The company aims to leverage its expertise in superhard materials and artificial intelligence to enter high-value markets and create sustainable technological advantages [5] - Electric Motor Sector Focus: Increased investment in robot motors and the establishment of a renowned servo motor brand are key strategies for maintaining profitability in the electric motor industry [5] Group 4: Industry Positioning - Industry Classification: The company is classified under non-ferrous metal smelting and rolling processing, which distinguishes it from other energy metal sectors [5] - Risk Management: The company confirms that its operations are normal and does not face any risk of being flagged under stock market regulations [5]

Group 1: Company Overview and Business Focus - The company focuses on superhard materials, with a strategic core of "1+N industry layout" based on downstream development trends [2] - The product system includes composite superhard materials, precision diamond tools, and CVD diamond as new growth points [2][3] - Main products are categorized into three types: composite superhard materials for resource extraction/construction, precision processing products, and CVD diamonds [2][3] Group 2: PCD Micro Drill Business - The company has the capability to produce PCD micro drill bits, which are characterized by long lifespan, high processing precision, and good surface finish [4] - The development of the PCD micro drill industry aims to reduce reliance on imported precision and ultra-precision processing tools in high-end manufacturing [4] Group 3: Semiconductor Heat Dissipation Materials - Diamonds are advantageous due to their wide bandgap, high breakdown field strength, and high thermal conductivity, making them suitable for optical windows, chip heatsinks, and semiconductor devices [5] - The company has significant scale advantages in CVD diamond manufacturing and possesses proprietary MPCVD synthesis and processing technology [5] Group 4: Advantages of Self-Developed Equipment - The company’s self-developed equipment significantly reduces procurement costs and mitigates supply uncertainties from external sources [6] - Self-developed equipment aligns better with production needs, enhancing efficiency and adaptability in product processing [6] Group 5: Response to Tariff Uncertainties - In response to uncertainties in U.S. tariffs, the company has implemented multi-faceted measures, including close communication with major U.S. clients and utilizing overseas subsidiaries for shipping [7] - The company is enhancing customer service and localizing sales structures to strengthen client relationships and mitigate external risks [7]