中原证券认为，周二，A股市场高开高走、震荡上行，盘中保险、证券、有色金属以及汽车零部件等行 业表现较好；美容护理、家用轻工、电机以及银行等行业表现较弱。进入1月份以来，支持市场走好的 主要因素依然存在。人民币资产吸引力增强，市场对年初信贷投放及后续政策抱有期待。企业盈利结构 已发生积极变化，以先进制造和出海企业为代表的新经济力量，正驱动A股收益率企稳回升，为市场提 供了较好的基本面支撑。国内货币政策预计将延续"适度宽松"的立场。市场普遍预期美联储2026年将延 续降息周期，全球流动性环境趋于宽松。预计上证指数维持小幅震荡上行的可能性较大，建议投资者密 切关注宏观经济数据、海外流动性变化以及政策动向。 财信证券认为，周二，A股大盘继续放量上攻，上证指数突破前高。盘面上，题材板块多点开花，有色 金属、大金融、化工、商业航天、智能驾驶等板块领涨，而算力硬件板块表现靠后。随着新年首个交易 日大盘放量上攻，短期市场量价齐升的趋势基本确立，周二大盘也是继续迎来普涨行情。因此短期内， 在A股风向标上证指数成功放量突破前高后，大盘上行空间再度打开，投资者可适当提升风险偏好，积 极参与市场，把握好"春季躁动"行情下的主题投资机 ...

证券之星消息，1月6日电机板块较上一交易日上涨0.23%，江特电机领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。电机板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002176 | 江特电机 | 10.17 | 2.62% | 89.82万 | 2660'6 | | 603489 | 八方股份 | 30.49 | 1.97% | 3.40万 | · 1.04亿 | | 603988 | 中电电机 | 25.01 | 1.83% | 5.05万 | 1.25亿 | | 920100 | 三协电机 | 72.89 | 1.52% | 2.42万 | 1.76亿 | | 603728 | 鸣志电器 | 72.66 | 1.42% | 10.45万 | 7.58亿 | | 603819 | 神力股份 | 11.97 | 1.27% | 4.14万 | 4923.30万 | | 002196 | 方正电机 | 15.22 | 1 ...

Core Viewpoint - The A-share market showed mixed performance with the Shanghai Composite Index rising over 1% in early trading, indicating positive investor sentiment despite some sector declines [1]. Market Performance - The Shanghai Composite Index closed at 4069.38 points, up 1.14% - The Shenzhen Component Index closed at 13940.24 points, up 0.81% - The ChiNext Index closed at 3293.18 points, down 0.04% [1]. Sector Performance Top Performing Sectors - Insurance sector increased by 4.91% with a total trading volume of 292.22 million hands and a net inflow of 15.55 billion - Small metals sector rose by 4.67% with a trading volume of 954.96 million hands and a net inflow of 37.26 billion - Energy metals sector gained 3.72% with a trading volume of 384.15 million hands and a net inflow of 18.67 billion [2]. Underperforming Sectors - Communication equipment sector decreased by 0.68% with a trading volume of 1889.06 million hands and a net outflow of 77.51 billion - Components sector fell by 0.65% with a trading volume of 929.90 million hands and a net outflow of 31.50 billion - Beauty care sector declined by 0.25% with a trading volume of 157.47 million hands and a net outflow of 0.42 billion [2].

Group 1 - On January 5, China Electric Motor executed a block trade of 470,000 shares, with a transaction value of 10.39 million yuan, accounting for 11.16% of the total trading volume for the day [1] - The transaction price was 22.11 yuan, which represents a discount of 9.98% compared to the market closing price of 24.56 yuan [1] Group 2 - The block trade involved multiple buying and selling parties, with the largest transaction amounting to 596.97 thousand yuan for 27 shares [2] - Other transactions on the same day included amounts of 221.1 thousand yuan for 10 shares each, indicating a diverse range of trading activities [2]

证券之星消息，1月5日电机板块较上一交易日下跌0.86%，华瑞股份领跌。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。电机板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600416 湘电股份 | | 6130.44万 | 3.77% | -2104.60万 | -1.29% | -4025.84万 | -2.47% | | 603344 | 星德胜 | 2475.66万 | 5.80% | -1836.86万 | -4.30% | -638.80万 | -1.50% | | 002176 江特电机 | | 635.90万 | 0.99% | -879.57万 | -1.37% | 243.68万 | 0.38% | | 603320 迪贝电气 | | 125.36万 | 2.63% | 672.28万 | 14.08% | -797.64万 ...

1月5日，A股市场迎来2026年开门红，沪指12连阳重回4000点。截至收盘，沪指涨1.38%，深证成指涨2.24%，创业板 指涨2.85%。全市场成交额2.57万亿元，较前一交易日增量5015亿元，近4200股上涨。 | 代码 | 名称 | 现价 | 涨跌 | 涨幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 4023.42 | +54.58 | +1.38% | | 399001 | 深证成指 | 13828.63 | +303.61 | +2.24% | | 3990666 | 创业板指 | 3294.55 | +91.38 | +2.85% | | 000688 | 科创 50 | 1403.41 | +59.21 | +4.40% | 盘面上，马斯克计划2026年大规模量产脑机接口设备，脑机接口板块掀涨停潮，道氏技术、三博脑科及乐普医疗等20 余股涨停；保险股大涨，新华保险涨超8%；创新药概念股集体大涨，冠昊生物20cm封板；存储芯片、游戏、商业航 天、军工装备等板块表现强劲。另一方面，海南板块逆市下跌，海汽集团、海南发展领跌；旅游酒店板块 ...

中国经济网北京1月5日讯 A股三大指数今日集体上涨，截至收盘，上证指数报4023.42点，涨幅1.38%， 成交额10673.34亿元；深证成指报13828.63点，涨幅2.24%，成交额14789.37亿元；创业板指报3294.55点， 涨幅2.85%，成交额6962.18亿元。 (责任编辑：魏京婷) A股市场板块涨跌幅排行 | 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 | 保险 | 6.72 | 381.27 | 171.96 | 31.75 | ട | 0 | | 2 | 医疗器械 | 5.84 | 1345.93 | 318.38 | 44.39 | 130 | ব | | 3 | 医疗服务 | 5.59 | 1104.56 | 231.54 | 26.68 | 51 | വ | | 4 | 老虎乐 | 4.31 | 2724.63 | 2057.98 | 189.85 | 160 | 10 | ...

Report Industry Investment Rating - Not provided in the given content Core Viewpoints Manufacturing - Overall: In December, the manufacturing PMI's five - year percentile was at 57.6%, with a change of 37.3%. Four industries had their manufacturing PMI in the expansion range, 4 less than the previous month and 3 less than the same period last year [4]. - Supply: Slightly declined. The 3 - month average of the manufacturing PMI production index in December was 50.5, a 0.1 - percentage - point decrease from the previous month. Five industries showed month - on - month improvement, while 10 industries declined [4]. - Demand: Still needed improvement. The 3 - month average of the manufacturing PMI new orders in December was 49.6, a 0.4 - percentage - point increase from the previous month. Three industries showed month - on - month improvement, and 12 industries declined [4]. - Inventory: Continued destocking. The 3 - month average of the manufacturing PMI finished - goods inventory in December remained flat at 47.9. Five industries saw inventory increase, and 10 industries saw inventory decrease [4]. Non - Manufacturing - Overall: In December, the non - manufacturing PMI's five - year percentile was at 22.0%, with a change of 10.2%. Eleven industries had their non - manufacturing PMI in the expansion range, 5 more than the previous month and 1 more than the same period last year [5]. - Supply: Employment remained at a low level. The 3 - month average of the non - manufacturing PMI employee index in December was 45.5, a 0.4 - percentage - point increase from the previous month. Both the service and construction sectors increased by 0.4 percentage points [5]. - Demand: Still needed improvement. The 3 - month average of the non - manufacturing PMI new orders in December was 46.3, a 0.4 - percentage - point increase from the previous month. The service sector's new orders increased by 0.2 percentage points, and the construction sector's new orders increased by 1.7 percentage points [5]. - Inventory: Continued destocking. The 3 - month average of the non - manufacturing PMI inventory in December was 45.3, with no change from the previous month. The service sector's inventory remained unchanged, and the construction sector's inventory increased by 0.8 percentage points [5]. Summary by Directory Overview - Manufacturing PMI: In December, the manufacturing PMI's five - year percentile was at 57.6%, with a change of 37.3%. Four industries had their manufacturing PMI in the expansion range, 4 less than the previous month and 3 less than the same period last year [10]. - Non - Manufacturing PMI: In December, the non - manufacturing PMI's five - year percentile was at 22.0%, with a change of 10.2%. Eleven industries had their non - manufacturing PMI in the expansion range, 5 more than the previous month and 1 more than the same period last year [10]. Demand - Manufacturing: The 3 - month average of the manufacturing PMI new orders in December was 49.6, a 0.4 - percentage - point increase from the previous month. Three industries showed month - on - month improvement, and 12 industries declined. - Non - Manufacturing: The 3 - month average of the non - manufacturing PMI new orders in December was 46.3, a 0.4 - percentage - point increase from the previous month. The service sector's new orders increased by 0.2 percentage points, and the construction sector's new orders increased by 1.7 percentage points. Five industries showed month - on - month improvement, and 10 industries declined. Pay attention to the improvement in textiles and pharmaceuticals and the decline in petroleum [16]. Supply - Manufacturing: The 3 - month average of the manufacturing PMI production index in December was 50.5, a 0.1 - percentage - point decrease from the previous month. Five industries showed month - on - month improvement, and 10 industries declined. The manufacturing PMI employee index in December was 48.3, a 0.1 - percentage - point decrease from the previous month. Five industries showed month - on - month improvement, and 10 industries declined. - Non - Manufacturing: The 3 - month average of the non - manufacturing PMI employee index in December was 45.5, a 0.4 - percentage - point increase from the previous month. The service and construction sectors both increased by 0.4 percentage points. Eleven industries showed month - on - month improvement, and 3 industries declined. Pay attention to the decline in non - ferrous metals and农副食品 and the improvement in ferrous metals [25]. Price - Manufacturing: The 3 - month average of the manufacturing PMI ex - factory price index in December was 48.2, a 0.2 - percentage - point increase from the previous month. Seven industries saw their ex - factory prices improve, and 8 industries declined. In terms of profit, the profit trend in December increased by 0.4 percentage points, and the overall continued to converge. - Non - Manufacturing: The 3 - month average of the non - manufacturing charge price index in December was 48.3, a 0.2 - percentage - point increase from the previous month. The service sector increased by 0.3 percentage points, and the construction sector decreased by 0.2 percentage points. Eight industries showed month - on - month improvement, and 7 industries declined. In terms of profit, the profit in December remained unchanged. The service sector decreased by 0.1 percentage points, and the construction sector increased by 0.5 percentage points. Pay attention to the improvement in non - ferrous metals and the decline in petroleum [34]. Inventory - Manufacturing: The 3 - month average of the manufacturing PMI finished - goods inventory in December remained flat at 47.9. Five industries saw inventory increase, and 10 industries saw inventory decrease. The manufacturing PMI raw - material inventory in November decreased by 0.2 percentage points to 47.5. Seven industries saw inventory increase, and 8 industries saw inventory decrease. - Non - Manufacturing: The 3 - month average of the non - manufacturing PMI inventory in December was 45.3, with no change from the previous month. The service sector's inventory remained unchanged, and the construction sector's inventory increased by 0.8 percentage points. Five industries saw inventory increase, and 10 industries saw inventory decrease. Pay attention to the destocking of non - metallic products and the increase in construction inventory [42]. Main Manufacturing Industry PMI Charts - The report provides data on the PMI of various manufacturing industries, including general equipment, special equipment, automobiles, computers, motors, pharmaceuticals,农副食品, textiles, non - ferrous metals, petroleum, chemicals, ferrous metals, non - metallic products, metal products, and chemical fiber and rubber products, showing values, month - on - month changes, three - year averages, and year - on - year changes [53][54][57][58][59][66][67][68].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002249 证券简称： 大洋电机 公告编号： 2026-001 中山大洋电机股份有限公司 关于"头部狼计划四期"员工持股计划锁定期届满的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 中山大洋电机股份有限公司（以下简称"公司"）于2024年11月19日、2024年12月6日分别召开第六届董 事会第二十五次会议和2024年第二次临时股东大会，审议通过了《关于〈中山大洋电机股份有限公 司"头部狼计划四期"员工持股计划（草案）〉及其摘要的议案》及相关议案，同意公司实施"头部狼计 划四期"员工持股计划（以下简称"本员工持股计划"）。具体内容详见公司刊载于2024年11月20日和 2024年12月7日巨潮资讯网（http://www.cninfo.com.cn）上的相关公告。 公司"头部狼计划四期"员工持股计划锁定期已于2026年1月2日届满。根据《关于上市公司实施员工持股 计划试点的指导意见》及《深圳证券交易所上市公司自律监管指引第1号一一主板上市公司规范运作》 的相关规定，现将本员工持股计划锁 ...

中观总览：12月，此前持续的行业景气分化格局发生扭转，制造业整体景气水平显著回升，官方制造业PMI重返 50.3%的扩张区间，主要得益于稳增长政策效应持续释放及节前备货活动拉动。然而，电机与化纤橡塑行业面临的 核心矛盾进一步凸显且路径分化：电机行业的主要压力从需求波动切换为剧烈的成本冲击，受国际铜价飙升影响， 行业在12月底至1月初出现罕见的集体涨价潮；而化纤橡塑行业则延续了"供强需弱"的结构性压力，叠加季节性生 产淡季，行业开工率维持低位，产品价格疲软，利润空间持续受到挤压。整体而言，当前产业链的挑战正从普遍 的需求不足，演变为更具结构性的成本重塑与供需再平衡。 化工下游利润承压，地产下游回暖 核心观点 细分产业： 化工：12月PX、PTA价格持续拉涨，聚酯产品因上游原材料上涨叠加下游需求疲软而跟涨乏力，中游纺织制造业 利润被严重挤压。当前中游纺织服装、服饰业已进入生产淡季，减产或成为未来方向之一。12月聚酯行业开工率 持续回落，1月预计将出现超5个点的回落。除淡季上游原材料价格上涨，当前上游企业原材料库存已处于偏高水 平，开工回落与高库存形成叠加效应，形成需求端的实质性拖累，或将压制全产业链利润空间。 宏 ...