——市场分析 相关报告 《市场分析：航天通信行业领涨 A 股小幅上 行》 2026-01-22 《市场分析：有色半导体领涨 A 股小幅上行》 2026-01-21 《市场分析：金融地产行业领涨 A 股震荡整 固》 2026-01-20 分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 光伏电池行业领涨 A 股震荡上行 联系人： 李智 投资要点： ◼ A 股市场综述 周五（01 月 23 日）A 股市场冲高遇阻、小幅震荡上行，早盘股指高 开后震荡上行，盘中沪指在 4143 点附近遭遇阻力，随后股指维持震 荡，盘中光伏设备、能源金属、电池以及航天航空等行业表现较 好；航空机场、保险、银行以及船舶制造等行业表现较弱，沪指全 天基本呈现小幅震荡上行的运行特征。创业板市场周五震荡上扬， 创业板成分指数全天表现强于主板市场。 ◼ 后市研判及投资建议 周五 A 股市场冲高遇阻、小幅震荡上行，早盘股指高开后震荡上 行，盘中沪指在 4143 点附近遭遇阻力，随后股指维持震荡，盘中光 伏设备、能源金属、电池以及航天航空等行业表现较好；航空机 场、保险、银行以及 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688388 | 嘉元科技 | 45.56 | -2.46% | 16.46万 | 7.59亿 | | 603031 | 安孚科技 | 52.30 | -1.45% | 5.23万 | 2.74亿 | | 301217 | 铜冠铜箔 | 33.92 | -1.05% | 20.88万 | 7.06亿 | | 605378 | 野马电池 | 23.51 | -0.80% | 7.63万 | 1.78亿 | | 300477 | ST合纵 | 3.26 | -0.61% | 79.85万 | 2.62 乙 | | 600847 | 万里股份 | 13.60 | -0.37% | 1.88万 | 2556.64万 | | 300953 | 震裕科技 | 180.00 | -0.16% | 6.36万 | 11.49亿 | | 688184 | ST帕瓦 | 9.64 | 0.10% | 1.31万 | 1257.93万 | | 301511 | 德福科技 ...

Market Overview - The A-share market indices all experienced gains today, with the Shanghai Composite Index rising by 0.33% to close at 4136.16 points, the Shenzhen Component Index increasing by 0.79% to 14439.66 points, the Sci-Tech 50 up by 0.78% to 1553.71 points, and the ChiNext Index gaining 0.63% to 3349.50 points [1][10] - Overall, there were 3938 stocks that rose and 1389 that fell, with a total market turnover of 30852 billion yuan, an increase of 3935 billion yuan compared to the previous trading day [1][10] Industry Performance - Among the Shenwan first-level industries, the top gainers included Electric Power Equipment (up 3.50%), Nonferrous Metals (up 2.73%), National Defense and Military Industry (up 2.65%), Steel (up 2.50%), Media (up 2.01%), and Computer (up 1.64%) [1][10] - Conversely, the industries that saw declines included Communication (down 1.52%), Banking (down 0.90%), and Coal (down 0.76%) [1][10] Concept Sector Performance - The leading concept sectors in terms of gains today were Selected Power Equipment, BC Battery, TOPcon Battery, HJT Battery, Photovoltaics, Photovoltaic Glass, Silicon Energy, Perovskite Battery, Photovoltaic Roofs, New Energy, Satellite Internet, Anti-Overwork, Lithium Mining, Satellite Navigation, and Nickel Mining [2]

| | 板块名称 涨跌幅(%) 板块资金流向 | | 净流入最大 | | --- | --- | --- | --- | | 光伏设备 | 9.14 | 88.42亿元 | 隆基绿能 | | 能源金属 | 5.21 | 29.63亿元 | 赣锋锂业 | | 光学光电子 | 2.45 | 27.43亿元 | 乾照光电 | | 航天航空 | 1.32 | 24.75亿元 | 航天电子 | | 软件开发 | 1.85 | 22.79亿元 | 四维图新 | | 风电设备 | 3.07 | 22.30亿元 | 金风科技 | 据交易所数据显示，截至1月23日收盘，大盘主力资金净流出224.99亿元。主力资金流入前十大板块分别为： 光伏设备（88.42亿元）、 能源金属（29.63亿 元）、 光学光电子（27.43亿元）、航天航空（24.75亿元）、 软件开发（22.79亿元）、 风电设备（22.30亿元）、 有色金属（21.76亿元）、电池（18.49亿 元）、文化 传媒（18.24亿元）、小金属（17.79亿元）。 | 有色金属 | 3.74 | 21.76亿元 | 铜陵有色 | | --- | --- | --- | ...

Group 1 - The main stocks with significant capital inflow as of January 23 include Longi Green Energy (2.692 billion), Aerospace Electronics (1.886 billion), and Goldwind Technology (1.832 billion) [1] - Longi Green Energy experienced a price increase of 10.01% with a capital inflow of 2.692 billion [2] - Aerospace Electronics and China Satellite both saw a price increase of 10% with capital inflows of 1.886 billion and 1.483 billion respectively [2][3] Group 2 - Jin Feng Technology had a price increase of 10% and a capital inflow of 1.832 billion, indicating strong investor interest in wind energy equipment [2] - The stock of 乾照光电 (Qianzhao Optoelectronics) surged by 20.01% with a capital inflow of 1.270 billion, highlighting its performance in the optical and optoelectronic sector [2] - Other notable stocks include Yunnan Zhiye (5.27 billion) and Han's Information (5.05 billion), both showing positive capital inflows and price increases [3]

Core Insights - The main focus of the news is on the significant inflow of capital into specific stocks, highlighting the top 20 stocks with the highest capital inflow as of January 23, with notable performances in various sectors such as photovoltaic equipment, wind power, and aerospace [1][2][3] Group 1: Capital Inflow Data - Longi Green Energy leads with a capital inflow of 2.503 billion yuan and a price increase of 10.01% [2] - Goldwind Technology follows with 1.735 billion yuan and a price increase of 10% [2] - Aerospace Electronic has a capital inflow of 1.718 billion yuan with a price increase of 9.86% [2] - Lens Technology shows a strong performance with a capital inflow of 1.343 billion yuan and a price increase of 13.52% [2] - China Satellite has a capital inflow of 1.200 billion yuan and a price increase of 8.86% [2] Group 2: Sector Performance - The photovoltaic equipment sector is represented by Longi Green Energy and Oriental Sunrise, with inflows of 2.503 billion yuan and 658 million yuan respectively [2][3] - The wind power equipment sector is highlighted by Goldwind Technology with an inflow of 1.735 billion yuan [2] - The aerospace sector includes Aerospace Electronic and China Satellite, with inflows of 1.718 billion yuan and 1.200 billion yuan respectively [2] - The optical and semiconductor sectors are represented by Qian Zhao Optoelectronics and Zhen Lei Technology, with inflows of 1.172 billion yuan and 533 million yuan respectively [2][3]

Group 1: Solid-State Battery Development in Space - Solid-state batteries have significant potential in the space sector, with global agencies accelerating their development and validation, aiming for practical application by 2028 [1] - NASA initiated its solid-state battery project, SABERS, in 2021, utilizing a sulfide-based all-solid-state system with an energy density of 500-550 Wh/kg and a discharge rate of 10C, capable of operating in temperatures ranging from -80℃ to +80℃ [1] - The solid-state battery sent to the ISS in 2022 completed over 500 cycles with only a 5% capacity degradation, exceeding expectations [1] - The natural adaptability of solid-state batteries to extreme conditions in space, such as vacuum, temperature variations, and high radiation, makes them a safer and more efficient option compared to liquid batteries [1] - The potential market for solid-state batteries in space applications is substantial, with estimates suggesting a market size exceeding 500 billion for 1 million satellites, alongside applications in computing power storage, deep space exploration, and lunar bases [1] Group 2: Performance of New Energy Indices and ETFs - As of January 23, 2026, the Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index (000692) surged by 7.66%, with significant gains from constituent stocks such as Laplace (+20.01%), JinkoSolar (+20.00%), and Aotwei (+20.00%) [2] - The New Energy ETF (588830) closely tracks the performance of the New Energy Index and reported an increase of 8.27%, marking its third consecutive rise [2] - The top ten weighted stocks in the New Energy Index as of December 31, 2025, include JinkoSolar, Atlass, and Trina Solar, collectively accounting for 46.84% of the index [2] - The primary sectors represented in the index are photovoltaic equipment (45.83%), batteries (42.46%), and wind power equipment (5.73%) [2]

1月23日，鹏辉能源涨5.15%，截至发稿，报47.19元/股，成交11.00亿元，换手率5.88%，总市值237.53 亿元。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，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。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 资料显示，广州鹏辉能源科技股份有限公司位于广东省广州市番禺区沙湾镇市良路(西村段)912号，成 立日期2001年1月18日，上市日期2015年4月24日，公司主营业务涉及锂离子电池、一次电池的研发、生 产和销售。主营业务收入构成为：锂离子电池98.89%，其他(补充)1.11%。 责任编辑：小浪快报 从基金十大重仓股角度 华商新能源汽车混合A（013886）基金经理为陈夏琼。 截至发稿，陈夏琼累计任职时间1年18天，现任基金资产总规模14.14亿元，任职期间最佳基金回报 119.43 ...

日前，中北大学能源与动力工程学院梁君飞教授团队在国际顶级期刊《先进材料》发表重要研究成果， 将超小超薄非晶理念运用于钠离子电池电极材料设计，有效解决了钠离子电池在快充条件下动力学缓慢 和体积膨胀严重的瓶颈难题。 测试显示，该复合电极在每秒0.9毫伏扫描速率下赝电容贡献达91%，钠离子吸附能低至-4.609电子伏 特，从根本上解决了传输慢、易失效的问题。 为进一步提升导电性，团队将非晶红磷与高导电MXene材料复合，构建起三维蜂窝状网络结构。这种结 构如同搭建了"离子高速公路"，通过增强异质界面的内建电场，从根本上破解了红磷导电性差的瓶颈， 大幅降低钠离子传输阻力。 严苛测试结果充分印证了这项技术的优越性。在10A/g的高电流密度下，电池仍保持835mAh/g的高容 量，容量相当于普通锂电池的两倍以上；在5A/g电流密度下循环1000次后，容量维持在1447mAh/g，性 能处于国际同类研究领先水平。这意味着该电池既能"快充快跑"，又能"经久耐用"，完美契合储能电 站、新能源汽车等场景的应用需求。 更值得关注的是，该技术具备良好的产业化基础。"我们采用的液相剥离和常规退火工艺，可直接融入 现有电池生产线，无需大 ...

Group 1 - The A-shares market opened strongly on January 23, with major indices rising, particularly in sectors like batteries, photovoltaics, precious metals, and industrial metals [1] - The A500 ETF (512050) increased by 0.48% as of 10:09 AM, with key holdings such as Dongfang Risheng and Maiwei Shares hitting the daily limit, while other stocks like Jiejia Weichuang and Jing Sheng Machinery also saw gains [1] - Over the past year, the A500 ETF has achieved a return of 35.06%, outperforming the CSI 300 index by over 11 percentage points [1] Group 2 - The A500 ETF (512050) offers investors a way to access core A-share assets with advantages such as a low fee rate of 0.2%, high liquidity, and a scale exceeding 40 billion yuan [2] - The ETF tracks the CSI A500 index and employs a dual strategy of industry-balanced allocation and leading stock selection, covering all 35 sub-industries [2] - Compared to the CSI 300, the A500 ETF has a higher allocation to sectors like AI, pharmaceuticals, electric equipment, and military aerospace, providing a natural "barbell" investment strategy [2]