市 场 研 究 [Table_Title] 万联晨会 [Table_MeetReportDate] 2026 年 01 月 07 日 星期三 [Table_Summary] 概览 核心观点 【市场回顾】 1 月 6 日，A 股延续强势，上证指数收涨 1.5%报 4083.67 点，刷新逾 10 年新高，并实现日线 13 连阳，创史上最长连阳纪录。深证成指涨 1.4%，创业板指涨 0.75%；沪深两市成交额 2.81 万亿元。申万行业 方面，有色金属、非银金融、基础化工等领涨；通信行业下跌。概念 板块方面，脑机接口、高压氧舱、钛白粉概念等上涨，F5G 概念等下 跌。港股方面，恒生指数收涨 1.38%报 26710.45 点，恒生科技指数 涨 1.46%；美国三大股指全线收涨，道指涨 0.99%报 49462.08 点，标 普 500 指数涨 0.62%报 6944.82 点，纳指涨 0.65%报 23547.17 点；欧 洲三大股指收盘全线上涨，亚太主要股指收盘多数上涨。 【重要新闻】 【中国人民银行：2026 年将继续实施好适度宽松的货币政策】中国 人民银行部署 2026 年重点工作，要求灵活高效运用降准降息 ...

二、强势概念板块 根据A股概念涨跌幅与所对应的股票池综合分析，涨幅靠前的三个概念板块分别为：高压氧舱、脑机接口与钛白粉概念。排名前10位的概念板块相关数据见 下表： 一、强势个股 截至1月6日收盘，上证综指上涨1.5%，收于4083.67点，深证成指上涨1.4%，收于14022.55点，创业板指上涨0.75%，收于3319.29点。今日沪深两市A股共计 141只涨停，综合当前连板数以及当日龙虎榜数据，其中较为强势的前三只个股分别为：鲁信创投（600783）、御银股份（002177）与北斗星通 （002151）。今日强势个股前10位具体数据见下表： | 代码 | 简称 | 连板数 | 换手率 (%) | 成 | | --- | --- | --- | --- | --- | | 600783 | 鲁信创投 | 8天6板 | 11.29 | 18.9 | | 002177 | 御银股份 | 5天4板 | 47.71 | 28.7. | | 002151 | 北斗星通 | 6天4板 | 16.89 | 39.9 | | 002465 | 海格通信 | 5天3板 | 16.67 | 76.1 | | 300430 | ...

Group 1 - The titanium dioxide concept sector increased by 5.08%, ranking third among concept sectors, with 13 stocks rising, including Anning Co., Vanadium Titanium Co., and Jinpu Titanium Industry reaching the daily limit [1] - The leading stocks in the titanium dioxide sector included Zhenhua Co., Longbai Group, and Huiyun Titanium Industry, which rose by 8.87%, 6.25%, and 6.09% respectively [1] - The main capital inflow into the titanium dioxide sector was 523 million yuan, with 10 stocks receiving net inflows, and 5 stocks seeing inflows exceeding 30 million yuan [2] Group 2 - The top net inflow stock was Vanadium Titanium Co. with a net inflow of 335 million yuan, followed by Longbai Group, Anning Co., and Jinpu Titanium Industry with net inflows of 96.08 million yuan, 89.43 million yuan, and 88.01 million yuan respectively [2] - The net inflow ratios for Jinpu Titanium Industry, Vanadium Titanium Co., and Anning Co. were 34.44%, 24.79%, and 13.02% respectively, indicating strong investor interest [3] - The trading performance of key stocks in the titanium dioxide sector showed significant gains, with Vanadium Titanium Co. rising by 9.97% and Jinpu Titanium Industry by 9.86% [4][5]

1月6日，A股三大指数高开高走。截至收盘，沪指涨1.5%，成功13连阳，报4083.67点，深成指涨1.4%，报14022.55点，创 业板指涨0.75%，报3319.29点。从板块行情上来看，今日表现较好的是钛白粉、天基互联和北斗导航，而F5G概念、光通 信模块和CPO概念等板块下跌。 基金经理是一只基金产品最核心的成员，能决定一只基金的投资方向、投资策略以及投资风格，基金经理出色的择时选股 能力和调研预测能力是基金业绩的有力保证，所以基金经理是投资者在选择基金产品时的重要依据。基金经理的变动很大 程度上会影响到基金产品未来的表现，是一个需要特别关注的信息。1月6日共有14位基金经理发生任职变动。 根据巨灵统计的数据，近30天（12.7-1.6）共有585只基金产品的基金经理发生离职。其中今天1.6日有9只基金产品发布基 金经理离职公告，涉及6名基金经理。从变动原因上来看，有3位基金经理是由于工作变动而从管理的4只基金产品中离职。 有2位基金经理是由于产品到期而从管理的3只基金产品中离职。有1位基金经理是由于退休而从管理的2只基金产品中离 职。 | 基金经理 | 基金名称 | 基金代码 | 公告日期 | 变 ...

钛白粉概念持续走强，安宁股份、钒钛股份、金浦钛业涨停，振华股份涨超9%，惠云钛业涨超7%，安 纳达、龙佰集团涨超6%，钛能化学、天原股份、鲁北化工等跟涨。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 消息面上，钛白粉行业近期联合发布涨价函挺价，试图扭转此前行业低价低盈利的局面，市场认为行业 盈利修复窗口已经到来。国内钛白粉头部企业加速布局氯化法产能，天原股份此前宣布拟斥资14.83亿 元建设年产10万吨氯化法钛白粉项目，顺应行业绿色转型趋势，进一步完善一体化循环产业布局。 光大证券认为，钛白粉板块，在当前低价及低盈利情形下，行业联合发布涨价函挺价，存在一定修复预 期。同时，钛白粉头部企业龙佰集团等开启海外布局，有望进一步提升行业地位和国际影响力。 | 序号 | 代码 | 名称 | 相关 | | 今日 警察处 你舒醒� | | --- | --- | --- | --- | --- | --- | | 1 | 002978 | 安宁股份 | 详情 数据 股吧 | 36.17 | 10.01% | | 2 | 000629 | 到镇股份 | 详情 数据 股吧 | 3.53 | 9.97% | | ...

Strong Stocks - As of December 26, the Shanghai Composite Index rose by 0.1% to 3963.68 points, the Shenzhen Component Index increased by 0.54% to 13603.89 points, and the ChiNext Index went up by 0.14% to 3243.88 points [1] - A total of 91 stocks in the A-share market hit the daily limit up, with the top three strong stocks being: Antong Holdings (600179), Hainan Development (002163), and Xiamen Guomao (600755) [1] - The detailed data for the top 10 strong stocks includes metrics such as consecutive limit up days, turnover rates, trading volumes, and net buying amounts from the Dragon and Tiger List [1] Strong Concept Sectors - The top three concept sectors based on A-share performance are Hainan Free Trade Zone, Metal Zinc, and Metal Lead, with respective increases of 4.32%, 3.61%, and 3.3% [2] - The detailed data for the top 10 concept sectors includes metrics such as percentage of limit up stocks, percentage of rising stocks, and percentage of falling stocks [2]

今日涨跌幅居前的概念板块 高压氧舱概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002173 | 创新医疗 | -2.40 | 7.97 | -13214.48 | | 002430 | 杭氧股份 | 0.26 | 2.59 | -3930.64 | | 300143 | 盈康生命 | -1.66 | 0.92 | -1234.95 | | 601567 | 三星医疗 | -1.38 | 1.19 | -787.45 | | 000516 | 国际医学 | -0.45 | 0.42 | -724.36 | | 688425 | 铁建重工 | 0.77 | 0.60 | -473.53 | | 605001 | 威奥股份 | -0.66 | 1.52 | 14.64 | | 600257 | 大湖股份 | -1.62 | 2.68 | 46.88 | | 000919 | 金陵药业 | 2.93 | 4.28 | 204.60 | | 002172 | 澳洋健康 | -1.91 | ...

Group 1 - The titanium dioxide concept sector declined by 0.73%, ranking among the top declines in the concept sector, with companies like Anada, Guocheng Mining, and Tianyuan Co. experiencing significant drops [1] - Among the titanium dioxide stocks, Tianneng Chemical, Vanadium Titanium Co., and Jinpu Titanium Industry saw increases of 1.18%, 0.65%, and 0.63% respectively [1] - The overall market saw a net inflow of 0.25 billion yuan into the titanium dioxide concept sector, despite eight stocks experiencing net outflows [2] Group 2 - The leading stocks with net outflows included Vanadium Titanium Co. with a net outflow of 21.28 million yuan, followed by Longbai Group and Donghua Technology with outflows of 19.79 million yuan and 4.90 million yuan respectively [3] - Stocks with significant net inflows included Zhenhua Co., Jinpu Titanium Industry, and Guocheng Mining, with inflows of 29.98 million yuan, 29.38 million yuan, and 9.36 million yuan respectively [4] - Anada experienced a notable decline of 4.61% with a turnover rate of 20.08% and a net outflow of 1.92 million yuan [3]

人民财讯12月1日电，A股三大指数早盘震荡走强，截至午间收盘，沪指涨0.42%，深成指涨0.95%，创 业板指涨0.9%。盘面上，有色金属板块持续走强，罗平锌电、白银有色、闽发铝业涨停；AI手机概念 活跃，福蓉科技、中兴通讯、道明光学涨停。此外，航天航空、旅游酒店、贵金属、半导体、消费电子 等板块涨幅居前；保险、风电设备、化肥、钛白粉概念等板块跌幅居前。全市场近3700只个股上涨。 ...

Strong Stocks - As of November 28, the Shanghai Composite Index rose by 0.34% to 3888.6 points, the Shenzhen Component Index increased by 0.85% to 12984.08 points, and the ChiNext Index went up by 0.7% to 3052.59 points [1] - A total of 82 stocks in the A-share market hit the daily limit up, with the top three strong stocks being: LeiKe Defense (002413), Haiwang Bio (000078), and HaiXin Food (002702) [1] - The top 10 strong stocks showed significant trading activity, with LeiKe Defense having a turnover rate of 21.41% and a trading volume of 2.05 billion yuan, while Haiwang Bio and HaiXin Food also demonstrated strong performance with notable trading volumes and turnover rates [1] Strong Concept Sectors - The top three concept sectors with the highest gains were Titanium Dioxide Concept (up 4.31%), Hainan Free Trade Zone (up 3.54%), and Dairy Industry (up 2.82%) [2] - The Titanium Dioxide Concept had a 100% increase in its constituent stocks, indicating strong market performance [2] - Other notable sectors included Terahertz (up 2.69%) and Phosphorus Chemical (up 2.32%), both showing a high percentage of rising constituent stocks [2]