信达证券认为，小盘成长仍是趋势，但中途会有波动。1)牛市中期大小盘往往会剧烈波动，前半段和后 半段风格大多不同；2)长期趋势有利于小盘，但牛市中期可能出现季度级别的大波动，主要受居民增量 资金和成长价值风格的扰动；3)成长风格相对于价值风格大概率仍有业绩比较优势。 财信证券认为，周三，A股大盘结束普涨行情，板块之间迎来明显分化，主要原因还是市场在此前连续 放量上涨后，积累了一定量的获利筹码，部分获利盘选择兑现导致卖盘增加。不过全市场成交额较前一 日小幅放量，反映当前资金承接动能仍较为充足，且三大指数均收红，大盘并未明显走弱。因此短期 内，随着当日大盘震荡分化，连续普涨快涨行情或暂告一段落，指数层面震荡向上、题材板块轮动的结 构性行情大概率再度成为市场主基调，建议投资者采取去弱留强策略，逐步聚焦主线板块，把握好轮动 节奏。往后看，在海外经济仍有韧性、美元流动性大概率持续宽松、国内政策"双宽松"基调延续、"反 内卷"持续提振物价预期下，预计A股牛市仍将延续。 中原证券认为，周三，上证指数全天窄幅震荡；深证成指、创业板指早盘冲高回落，随后有所回升，午 后再度回落，之后探底回升。盘中煤炭、有色金属、电网设备以及电源设 ...

（原标题：主力资金丨4股获主力大幅抢筹） 7个行业主力资金净流入。 A股三大指数今日（1月7日）小幅上涨，沪指日线14连阳。行业板块涨跌互现，电子化学品、煤炭行业、半导体、电源设备等涨幅居前，船舶制 造、教育、证券、航天航空、珠宝首饰等跌幅居前。 从主力资金情况来看，沪深两市全天主力资金净流出471.98亿元。7个行业主力资金净流入，通信、银行、煤炭、轻工制造行业净流入金额分别为 28.14亿元、12.43亿元、9.03亿元、3.16亿元；交通运输、房地产行业净流入金额均超1亿元。 24个主力资金净流出行业中，国防军工、计算机行业净流出金额居前，均超80亿元；汽车、电子、电力设备、非银金融行业净流出金额均超30亿 元。 10股获主力资金净流入超5亿元 从个股看，46股主力资金净流入超2亿元，10股获主力资金净流入超5亿元。 航天发展、格林美、北方华创、通宇通讯主力资金分别净流入19.33亿元、12.66亿元、12.57亿元、11.72亿元。 近日，格林美在投资者互动平台表示，截至2025年11月30日，公司本轮累计已回购1.37亿元。 同时公司赴港上市工作正有序推进中，格林美已于 2025年9月22日向香港联 ...

Market Overview - On January 7, the A-share market experienced slight fluctuations, with the Shanghai Composite Index facing resistance around 4097 points[2] - The total trading volume for both markets reached 28,818 billion yuan, above the median of the past three years[3] - The Shanghai Composite Index closed at 4,085.77 points, up 0.05%, while the Shenzhen Component Index rose 0.06% to 14,030.56 points[7] Sector Performance - Strong performers included coal, non-ferrous metals, electric grid equipment, and power equipment sectors[3] - Weaker sectors included shipbuilding, securities, jewelry, and education[3] - The average price-to-earnings (P/E) ratios for the Shanghai Composite and ChiNext indices were 16.76 times and 51.81 times, respectively, above the median levels of the past three years[3] Investment Outlook - The market is expected to maintain a slight upward trend, supported by improved corporate earnings structures and favorable monetary policies[3] - Investors are advised to focus on sectors such as coal, non-ferrous metals, electric grid equipment, and power equipment for short-term opportunities[3] - Anticipated continued easing of monetary policy and expectations of a prolonged interest rate cut cycle by the Federal Reserve may enhance market liquidity[3] Risks - Potential risks include unexpected overseas economic downturns, domestic policy changes, and macroeconomic disturbances[4]

从基金十大重仓股角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，金信基金旗下1只基金重仓新雷能。金信景气优选混合A（018375）三季度减持2000股，持 有股数1.19万股，占基金净值比例为3.83%，位居第五大重仓股。根据测算，今日浮盈赚取约1.93万 元。 责任编辑：小浪快报 金信景气优选混合A（018375）成立日期2023年11月2日，最新规模220.48万。今年以来收益5.94%，同 类排名546/8823；近一年收益39.89%，同类排名3098/8083；成立以来收益51.74%。 1月7日，新雷能涨5.22%，截至发稿，报32.68元/股，成交13.59亿元，换手率9.71%，总市值177.29亿 元。 金信景气优选混合A（018375）基金经理为杨超。 资料显示，北京新雷能科技股份有限公司位于北京市昌平区科技园区双营中路139号院1号楼，成立日期 1997年6月11日，上市日期2017年1月13日，公司主营业务涉及定位于模块电源、定制电 ...

Core Viewpoint - Newray Energy has shown significant trading activity and financial performance, indicating potential growth and investor interest in the company [1][2]. Group 1: Trading Activity - On January 6, Newray Energy's stock rose by 4.72%, with a trading volume of 1.549 billion yuan [1]. - The financing buy-in amount for Newray Energy on the same day was 156 million yuan, while the financing repayment was 144 million yuan, resulting in a net financing buy of 12.32 million yuan [1]. - As of January 6, the total financing and securities lending balance for Newray Energy was 591 million yuan, with a financing balance of 587 million yuan, accounting for 3.48% of the circulating market value, which is above the 90th percentile level over the past year [1]. Group 2: Securities Lending - On January 6, Newray Energy had a securities lending repayment of 10,800 shares and sold 1,500 shares, amounting to a selling value of 46,600 yuan at the closing price [1]. - The remaining securities lending volume was 136,000 shares, with a securities lending balance of 4.2233 million yuan, also exceeding the 90th percentile level over the past year [1]. Group 3: Financial Performance - As of December 19, Newray Energy had 36,900 shareholders, an increase of 32.97% from the previous period, while the average circulating shares per person decreased by 24.80% to 12,141 shares [2]. - For the period from January to September 2025, Newray Energy achieved an operating income of 929 million yuan, representing a year-on-year growth of 36.16%, while the net profit attributable to the parent company was -89.86 million yuan, a year-on-year increase of 34.71% [2]. - Since its A-share listing, Newray Energy has distributed a total of 170 million yuan in dividends, with 104 million yuan distributed in the last three years [2]. Group 4: Shareholder Structure - As of September 30, 2025, the second-largest circulating shareholder of Newray Energy was Huaxia Military Industry Safety Mixed A, holding 25.9007 million shares, an increase of 447 shares from the previous period [2]. - Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 8.8471 million shares as a new shareholder [2]. - Huaxia Advantage Growth Mixed, ranked tenth among circulating shareholders, held 6.0001 million shares, a decrease of 1.0349 million shares from the previous period [2].

Market Overview - The other power equipment sector increased by 1.72% on January 5, with China Power leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] Stock Performance - China Power (600482) closed at 21.81, up 5.36% with a trading volume of 508,100 shares and a transaction value of 1.095 billion [1] - Other notable performers include: - Euro Continental (300870) at 230.10, up 4.12%, with a transaction value of 1.274 billion [1] - Tonghe Technology (300491) at 26.14, up 4.02%, with a transaction value of 206 million [1] - Keti Data (002335) at 57.56, up 3.66%, with a transaction value of 1.859 billion [1] Capital Flow - The other power equipment sector experienced a net outflow of 435 million from institutional investors, while retail investors saw a net inflow of 383 million [2] - The capital flow for specific stocks includes: - China Power (600482) had a net inflow of 26.41 million from retail investors but a net outflow of 58.67 million from institutional investors [3] - Rongfa Nuclear Power (002366) had a net inflow of 55.70 million from institutional investors but a net outflow of 42.01 million from retail investors [3]

每经AI快讯，有投资者在投资者互动平台提问：公司最近股价一直很萎靡，有计划回购股份吗？以及 有拓展新方向的业务吗？ 英杰电气（300820.SZ）1月5日在投资者互动平台表示，公司于2025年7月24日届满的股份回购计划已经 完成，相关情况已按规定履行信息披露义务，具体内容详见公司发布的专项公告。截至目前，公司暂无 新的股份回购计划。 在主营业务拓展方面，公司持续深耕电源应用领域，2025年又形成了一些新行业 的市场突破，比如高端冶金行业用电源、医疗设备用电源于2025年度都实现了销量显著增长，成为公司 业务新的增长点。上述新行业的业务突破已逐步反映到公司经营业绩中，但由于市场拓展、产能爬坡及 成本分摊需要一定周期，这些新业务对公司利润形成显著贡献尚需时日。 （记者 张喜威） ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 有投资者在互动平台向英杰电气提问："董秘你好，麻烦问下公司最近股价一直很萎靡，有计划回购股 份吗？以及有拓展新方向的业务吗？" 针对上述提问，英杰电气回应称："您好，公司于2025 年 7 月 24 日届满的股份回购计划已经完成，相 关情况已按规定履行信息披露义务，具体内容详见公司发布的专项公告。截至目前，公司暂无新的股份 回购计划。 在主营业务拓展方面，公司持续深耕电源应用领域，2025年又形成了一些新行业的市场突 破，比如高端冶金行业用电源、医疗设备用电源于2025年度都实现了销量显著增长，成为公司业务新的 增长点。上述新行业的业务突破已逐步反映到公司经营业绩中，但由于市场拓展、产能爬坡及成本分摊 需要一定周期，这些新业务对公司利润形成显著贡献尚需时日，谢谢您的关注。" 来源：市场资讯 ...

2025年12月31日中恒电气（002364）公告，公司实际控制人朱国锭收到浙江省杭州市中级人民法院出具 的《刑事判决书》，因犯操纵证券市场罪，被判处有期徒刑三年，缓刑四年，并处罚金人民币一百万 元。 早在2020年8月20日，中恒电气披露公告显示，时任公司董事长的朱国锭因涉嫌操纵股价，被中国证券 监督管理委员会立案调查。2021年10月27日，公司发布2021-40号公告，告知投资者朱国锭收到杭州市 公安局出具的《取保候审决定书》，相关部门决定对其采取取保候审措施。 直至2025年末，杭州市中级人民法院对该案开庭审理并作出一审判决，认定朱国锭犯操纵证券市场罪， 依法作出上述刑罚裁决。公告中未详细披露操纵股价的具体操作细节、涉及的交易金额、影响的股价波 动范围等具体情况。 相关资料显示，中恒电气因信披违规、蹭热点等问题一年内收到5份监管文件，包括浙江证监局警示 函、深交所通报批评等。例如2020年初蹭"特斯拉概念"热点，宣称与特斯拉在充电桩领域合作，但实际 业务关联微弱，被深交所认定为误导性陈述。2020年8月12日至17日，朱国锭及其配偶包晓茹通过集中 竞价交易减持563.56万股，套现约8225万元，减持 ...

Core Insights - The A-share market in 2025 has seen significant stock performance, with the top ten stocks achieving remarkable gains, led by Shangwei New Materials with an increase of 1820.28% [1][2] - Shangwei New Materials has issued a risk warning, stating that its intelligent robot business is still in the product development stage and has not yet achieved mass production or sales, which is expected to have no positive impact on its 2025 performance [1] Group 1: Top Performing Stocks - Shangwei New Materials (688585) has a year-to-date increase of 1820.28%, with a market capitalization of 514 billion and a price-to-book ratio of 38.52 [2] - Tianpu Co., Ltd. (605255) has seen a rise of 1645.35%, with a market capitalization of 292 billion and a price-to-book ratio of 36.23 [2] - Haibo Sichuang (688411) has increased by 1208.72%, with a market capitalization of 450 billion and a price-to-book ratio of 10.05 [2] - ST Yushun (*ST宇顺) has a gain of 719.38%, with a market capitalization of 81.75 billion and a price-to-book ratio of 37.36 [2] - Jiangnan New Materials (603124) has risen by 654.12%, with a market capitalization of 115 billion and a price-to-book ratio of 6.40 [2] - ST Yazhen (*ST亚振) has increased by 636.70%, with a market capitalization of 119 billion and a price-to-book ratio of 50.73 [2] - Shenghong Technology (300476) has seen a rise of 586.02%, with a market capitalization of 2503 billion and a price-to-book ratio of 16.50 [2] - Feiwo Technology (301232) has increased by 581.66%, with a market capitalization of 127 billion and a price-to-book ratio of 8.97 [2] - Filinger (603226) has risen by 568.50%, with a market capitalization of 112 billion and a price-to-book ratio of 12.38 [2] - Ding Tai High-Tech (301377) has increased by 567.15%, with a market capitalization of 570 billion and a price-to-book ratio of 22.88 [2]