1月6日，A股三大指数集体收涨，沪指高开高走，再创十年新高。截止收盘，沪指涨1.50%，收报 4083.67点，沪指日线已实现13连阳，创2015年7月以来的逾十年新高。 行业板块方面，脑机接口、化学化工、大金融、有色金属、商业航天、无人驾驶、半导体板块涨幅居 前。脑机接口概念延续涨势，三博脑科、创新医疗等多股涨停。券商、保险等金融股拉升，华安证券、 华林证券涨停。有色板块走强，常铝股份等涨停，紫金矿业涨超5%创新高。商业航天继续活跃，十余 只成分股涨停，中国卫通6天4板，金风科技7天3板，双双创历史新高。 CPO、豆包大模型、MLCC、美容护理等行业以及概念跌幅居前。 此外，深证成指涨1.40%，收报14022.55点；创业板指涨0.75%，收报3319.29点。沪深两市成交额达到 28326亿，较昨日放量2651亿。 个股涨多跌少，沪深京三市约4000股飘红，近150只股票涨停。 ...

1月4日，明亚保险经纪股份有限公司（以下简称"明亚保险经纪"）、上海市建纬律师事务所（以下简称"建纬律所"）、险律科技（北京）有限公司 （以下简称"险律科技"）三方联合发布了《中国上市公司董责险市场报告（2026）》（以下简称《报告》）。 该《报告》从风险管理、法律服务与数据洞察三大维度，系统梳理了当前董责险市场的现状、挑战与发展趋势，为上市公司提升治理水平与风险应 对能力提供重要参考。 董责险成为公司治理"战略必需品"，A股上市公司投保率已突破30% 自2022年首次推出以来，《中国上市公司董责险市场报告》已连续五年追踪市场发展，为行业提供深度洞察。本次《报告》明确指出，随着中国资 本市场法治化、市场化与国际化进程的不断加速，上市公司及其董事、监事、高级管理人员面临的履职环境日趋复杂，证券监管持续趋严，投资者 维权意识显著提升，信息披露责任空前加重。 在此背景下，董责险已从传统的风险转嫁工具，演变为上市公司治理现代化框架中的"战略必需品"，不仅是企业规避个人责任风险、稳定管理层队 伍的重要手段，也是增强投资者信心、提升企业长期价值的关键机制。 《报告》基于险律科技的数据支持，揭示出以下核心市场趋势： 总体渗 ...

涨跌停股分析 A股半日下来共有107只涨停股、2只跌停股。小金属板块活跃，锡业股份、安宁股份等涨停；人脑工程 概念走强，海格通信5天3板，岩山科技、美好医疗等2连板。 据东方财富网数据，1月6日，A股三大指数早盘涨跌不一。截至午间收盘，沪指涨1.14%，报4069.38， 突破2025年11月14日的阶段高点，再创十年新高；深证成指涨0.81%，报13940.24；创业板指跌0.04%， 报3293.18。 沪深两市半日成交额1.78万亿，较上个交易日放量1455亿。截至午盘，全市场3696只股票上涨、1590只 股票下跌，其中107只涨停、2只跌停。 板块方面， 脑机接口、钛白粉、能源金属、保险、证券、磷化工等板块涨幅居前；CPO、铜缆高速连 接等AI硬件股走弱。 脑机接口概念延续涨势，三博脑科、创新医疗等多股涨停。券商、保险等金融股走强，华安证券、华林 证券涨停，新华保险、中国太保涨超5%续创新高。有色板块拉升，常铝股份等涨停，紫金矿业涨超5% 创新高。下跌方面，算力硬件股下挫，汇绿生态接近跌停。 连板股方面，胜通能源13连板，锋龙股份8连板，鲁信创投、ST八菱8天6板，雷科防务5连板，北斗星 通6天4板 ...

我在里面提醒过大家，上证指数的日K线图已经8连阳了（今天已经是12连阳）。自从那个男人出手护盘后，市场就触底不断往上走。而今天，2026年第一 个交易日，上证指数重回4000点，沪深两市成交额突破2.5万亿大关，资金跑步进场。稍早之前，杠杆资金悄然入场埋伏，沪深两市融资余额同样突破2.5万 亿大关创下历史新高。险资提高股权投资占比，融资余额不断创新高，指数基金规模大幅膨胀。那么问题来了，现在到底还有谁还没入场呢？ 数据来源：Wind 也可能都已经入场了。 今年元旦，保险公司个险新单普遍实现50%-60%的增长，大超预期。平安、太保、国寿、新华四大险企更是实现了60%以上的增长，股价也都纷纷创新高。 我问Gemini AI，为什么今年保险卖得这么好？Gemini告诉我： ①银行存款利率持续下行，定期存款利率普遍进入"1字头"，保险承接了大量寻求资产保值增值的低风险偏好资金。 ②保险公司主打产品从传统的"增额终身寿险"全面转为"分红险"。分红险采用"较低的保证利率（2%左右）+不确定的浮动分红"收益结构。低利率环境下， 可以有个兜底收益。同时未来投资环境好转，也能享受向上的收益弹性，很是能吸引居民购买。 ③银行自 ...

从板块来看，脑机接口概念延续强势，十余只成分股涨停，三博脑科、美好医疗、创新医疗2连板。大金融板块走强，华林证券涨停，新华保险、中国太保 均涨超6%。有色金属板块表现活跃，洛阳钼业、紫金矿业等多股创历史新高。商业航天概念反复活跃，鲁信创投8天6板。下跌方面，算力硬件概念下挫， 汇绿生态大跌。截至收盘，沪指涨1.14%，深成指涨0.81%，创业板指跌0.04%。 极目新闻记者 吕少峰 连阳慢升，无人敢跟。如果说12连阳让谨慎看多者还在犹豫是否跟进，那今天的涨不言顶则再次印证牛市的持股逻辑。继昨天上证12连阳站上4000点后，今 天沪指再次高开高走涨超1%，至此已突破2025年11月14日的阶段高点，再创十年新高。 截至发稿时，沪深两市成交额2.8322万亿元，较上个交易日放量2650亿元。热点板块多点开花，全市场近3700只个股上涨，其中正股涨停143只，涨幅在9% 以上的个股有162只。 （来源：极目新闻） | 17 1810 14 118 164 11 | | | | | | --- | --- | --- | --- | --- | | | | 全部板块 行业板块 概念板块 风格板块 地区板块 统计指数 ...

| 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量（万手） = 总成交额（亿元）▼ | 净流入 (亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 小金属 | 4.77 | 1378.28 | 460.18 | 32.34 | 26 | 1 | | 2 | 保 | 4.22 | 444.17 | 206.11 | 16.87 | ട | 0 | | 3 | 化学原料 | 3.94 | 2310.25 | 211.18 | 26.42 | 54 | ഗ | | র্ব | 能源金属 | 3.69 | 543.46 | 272.28 | 21.77 | 12 | 1 | | 5 | 证券 | 3.65 | 6984.44 | 932.45 | 157.41 | 50 | 0 | | 6 | 工业等選 | 3.45 | 6088.45 | 843.90 | 39.79 | 56 | N | | 7 | 农化制品 | 2.82 | 1766.89 | 276.20 | 24.16 | રેટ | র্ণ | ...

Market Overview - The Shanghai Composite Index experienced a rare 13 consecutive days of gains, breaking the previous high from November 14, 2025, and reaching a new high since July 2015, closing up by 1.50% [1] - The market saw over 4,100 stocks in the green, with significant contributions from financial sectors such as brokerage, insurance, and internet finance [1] Seasonal Trends - According to Zheshang Securities, the first quarter typically sees a "spring rally," where small and mid-cap growth indices perform best, setting the stage for February's market performance [1] Key Sectors Financial Sector - Major financial stocks like Dazhihui and Hualin Securities hit the daily limit, while China Ping An reached a new five-year high [1] Brain-Computer Interface - The brain-computer interface sector saw a surge, with nearly 20 stocks hitting the daily limit, driven by breakthroughs in clinical trials for a new fully implanted device [3] - The industry is expected to enter a critical phase of large-scale application, supported by policy backing and ongoing technological advancements [3] Non-Ferrous Metals - The non-ferrous metals sector strengthened, with companies like Luoyang Molybdenum and Zijin Mining reaching historical highs, influenced by rising global metal prices [4] - The London Metal Exchange reported significant price increases for tin and copper, indicating strong demand and supply dynamics [4] Solid-State Batteries - The solid-state battery sector experienced a rally, with several stocks hitting the daily limit, following the announcement of a commercially viable solid-state battery by Donut Lab [5] - The sector is expected to progress towards industrialization, supported by policy focus and active participation from industry players [5] Semiconductor Sector - The semiconductor sector remained active, with storage chips and semiconductor equipment leading the gains, as companies like Beifang Huachuang reached historical highs [6] - Price increases for DRAM chips were reported, with significant hikes expected in Q1 2026 [7] Institutional Insights - Guotai Junan Securities highlighted the internal trend of a "transformation bull market" in China, driven by economic shifts and capital market reforms [8] - Debon Securities expressed optimism for a slow bull market following the New Year, with expectations for continued upward movement in the A-share market [8] - Dongfang Securities noted that the market's upward trend is supported by strong investor confidence and the commercialization of new industries like brain-computer interfaces and AI [9]

该行预测，2024-27年期间每股股息复合年增长率将达到10%，加上2026/27年10亿至11亿美元的股票回 购，反映2026/27年股东总回报率分别为3.4%和3.7%。 智通财经APP获悉，中信里昂发布研报称，鉴于资本市场波动，下调友邦保险(01299)预期，但维持目标 价110港元及"跑赢大市"评级。友邦保险依然是该行亚洲保险领域的首选。该行赞赏友邦保险在实现长 期优质盈利增长和股东回报方面的能力。该行认为，从股票回购转向透过新业务投资实现内生增长，将 有助于提升股东的长期价值。 ...

中信里昂发布研报称，鉴于资本市场波动，下调友邦保险(01299)预期，但维持目标价110港元及"跑赢 大市"评级。友邦保险依然是该行亚洲保险领域的首选。该行赞赏友邦保险在实现长期优质盈利增长和 股东回报方面的能力。该行认为，从股票回购转向透过新业务投资实现内生增长，将有助于提升股东的 长期价值。 该行预测，2024-27年期间每股股息复合年增长率将达到10%，加上2026/27年10亿至11亿美元的股票回 购，反映2026/27年股东总回报率分别为3.4%和3.7%。 ...

Market Performance - The A-share market indices continued to rise, with the Shanghai Composite Index achieving a 13-day consecutive increase, reaching a 10-year high [1] - As of the market close, the Shanghai Composite Index rose by 1.5% to 4083 points, the Shenzhen Component Index increased by 1.4%, and the ChiNext Index rose by 0.75% [1] - The total market turnover was 2.83 trillion yuan, an increase of 265 billion yuan compared to the previous trading day, with over 4100 stocks rising [1] Sector Performance - The brain-computer interface sector saw significant gains, with stocks like Sanbo Brain Science, Weisi Medical, and Chengyitong hitting the daily limit [1] - Titanium dioxide companies collectively announced price increases, leading to a surge in the titanium dioxide sector, with Anning Co. and Vantone Co. hitting the daily limit [1] - Insurance stocks remained active, with Xinhua Insurance rising over 6% [1] - The aircraft carrier concept stocks also performed well, with companies like Beifang Navigation and Haige Communication hitting the daily limit [1] - Brokerage stocks rose, with Huashan Securities and Hualin Securities hitting the daily limit [1] - Other sectors with notable gains included under-screen photography, phosphorus chemicals, and small metals [1] Declining Sectors - The CPO concept experienced a downward trend, with Huilv Ecology falling over 7% [1] - The beauty and personal care sector declined, with Jiaheng Jiahua dropping nearly 9% [1] - Other sectors with significant declines included F5G concept and noise control [1] Recent Trends - The top sectors by net capital inflow over the past five days included petrochemicals, precious metals, and brokerages, with respective increases of 4.93%, 4.65%, and 4.15% [2] - Other sectors showing positive trends included power generation equipment and aerospace military industry, with increases of 3.88% and 3.78% respectively [2]