据交易所数据显示， 博菲电气7天内收获4个涨停板，晋级7天4板。该股今日于9：33封涨停，成交额 2.12亿元，换手率6.73%，封单量0.60亿元。金融界App AI线索挖掘：公司2026年成功完成定向增发， 募集资金用于主业发展，引入多家机构投资者增强资金实力；出售全资亏损子公司获得现金并解除担 保，优化资产结构。募投项目年产7万吨 电机 绝缘材料达产后预计新增年利润，公司拥有多项发明专 利，是国家 专精特新重点小巨人企业，产品应用于 风电、轨交等领域。此外，电气设备板块整体表现 活跃，同概念股票出现不同程度上涨，或受板块联动效应影响。 风险提示：连板股波动剧烈，注意追 高风险，理性投资！（注：以上由AI基于交易所等公开数据生成，内容不构成投资建议。） ...

1月14日，香港恒生指数开盘涨0.46%，恒生科技指数涨0.42%。 | 代码 | 名称 | 现价 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | HSI | 恒生指数 | 26971.97c 123.50 | 0.46% | | HSTECH | | 5894.63c 24.84 | 0.42% | | HSBIO | 恒生生物科技 | 16655.41c 167.58 | 1.02% | | HSCEI | 恒生中国企业指数 | 9328.05c 42.64 | 0.46% | | HSCl | 恒生综合指数 | 4145.92c 22.19 | 0.54% | 电气设备、食品饮料、有色金属、国防军工等板块走强，银行、地产等少数板块下跌。 恒生科技(HSTECH) Q 01-14 09:20:32 资讯 资料 成分 相关基金 月度收益 名称 涨跌| 三 现价 阿里巴巴-W 163.800 2.44% 9988.HK 快手-W 80.000 1.98% 1024.HK 百度集团-SW 144.700 1.62% 9888.HK 腾讯控股 1.04% 634.000 0700.H ...

Group 1 - The core viewpoint of the article is that Dongfang Electric Heating (300217.SZ) is actively exploring the application of its molten salt energy storage electric heaters in space, in addition to their primary use for grid peak shaving [1] Group 2 - The company's molten salt energy storage electric heaters are primarily utilized for peak shaving in the power grid [1] - The company is committed to exploring related products for potential applications in space [1]

Group 1 - The core viewpoint of the article is that Dongfang Electric Heating (300217.SZ) is actively exploring the application of its molten salt energy storage electric heaters in space, in addition to their primary use for grid peak shaving [1] Group 2 - The company's molten salt energy storage electric heaters are primarily utilized for peak shaving in the power grid [1] - The company is committed to exploring related products for potential applications in space [1]

Group 1 - The Federal Reserve's interest rate cut expectations have increased, with the market anticipating two rate cuts this year following the release of December's Consumer Price Index (CPI) data [2] - TONGDAHAI's stock price surged to the limit after announcing its AI business start, but the company warned of risks and projected a loss in 2025 [2] - The Shanghai Composite Index ended a 17-day winning streak, with a record trading volume of 3.69 trillion yuan, indicating a healthy market despite adjustments [2] Group 2 - Several A-share companies, including Zhongke Lanyun and Whirlpool, expect their net profits to double by 2025, driven by technological innovation and market demand [3] - TBEA's stock price surged to the limit within 10 minutes, influenced by overseas news regarding technology giants and their operational costs [3] - Shanghai's government has introduced 28 measures to promote the development of the service industry and consumer spending [3] Group 3 - The global storage industry has entered a "super bull market," with prices expected to rise by 40% to 50% by Q1 2026 due to AI computing demand and server expansion [4] - The price increases in storage chips are impacting end products, leading to price adjustments in mobile phones and laptops [4] Group 4 - The Chicago Mercantile Exchange plans to launch a 100-ounce silver futures contract to lower investment barriers and cater to rising retail demand [5] - Fenglong Co. will be suspended for up to three trading days for a review after its stock price surged 213.97% over 12 consecutive trading days, indicating a significant deviation from its fundamentals [5]

资金面上，该股今日主力资金净流出739.57万元，近5日资金净流出781.53万元。（数据宝） （文章来源：证券时报网） 长缆科技（002879）1月13日发布2025年业绩预增公告，预计实现净利润为1.30亿元~1.60亿元，净利润 同比增长74.07%~114.24%。 证券时报·数据宝统计显示，长缆科技今日收于18.87元，下跌2.78%，日换手率为7.49%，成交额为1.96 亿元，近5日上涨1.62%。通过对2025年业绩预增50%以上的个股走势进行统计发现，预告发布后当日股 价上涨的占比72.73%，股价发布当日股价涨停的有1家。预告发布后5日股价上涨的占比72.73%。 ...

柘中股份1月13日大宗交易平台出现一笔成交，成交量11.98万股，成交金额279.37万元，大宗交易成交 价为23.32元，相对今日收盘价溢价11.79%。该笔交易的买方营业部为国信证券股份有限公司南京洪武 路证券营业部，卖方营业部为申万宏源证券有限公司上海静安区海宁路证券营业部。 证券时报·数据宝统计显示，柘中股份今日收盘价为20.86元，下跌1.60%，日换手率为2.04%，成交额为 1.69亿元，全天主力资金净流出365.91万元，近5日该股累计上涨2.61%，近5日资金合计净流入947.13万 元。 两融数据显示，该股最新融资余额为3.17亿元，近5日增加16.54万元，增幅为0.05%。 据天眼查APP显示，上海柘中集团股份有限公司成立于2002年06月04日，注册资本44157.5416万人民 币。（数据宝） 1月13日柘中股份大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | ...

Group 1 - The core focus of the article is on the importance of accelerating industrial project construction and leveraging "Artificial Intelligence +" as a strategic initiative to build a competitive modern industrial system in Changsha [1][3] - The Mayor emphasized the need to implement the spirit of the 20th Central Committee's Fourth Plenary Session and the Central Economic Work Conference, as well as Xi Jinping's important discussions on AI development [1] - The visit included inspections of various projects such as the lithium-ion battery production project and the advanced functional materials industrialization project, highlighting the importance of technological breakthroughs and product upgrades [3] Group 2 - The Mayor called for deepening collaborative innovation among industry, academia, and research to enhance the quality and efficiency of advanced manufacturing development [3] - There is a focus on implementing the five key areas of the "Artificial Intelligence +" initiative, aiming to create benchmarks for intelligent upgrades in key industries [3] - The article stresses the need for all levels of government to adopt a "project-first" philosophy, ensuring comprehensive support and timely project completion while maintaining quality and safety standards [3]

Core Insights - Shanghai Electric has three subsidiaries recognized as "Shanghai Manufacturing Single Champion Enterprises" for their advancements in key technologies and competitive products in the global market [1][5][11] Group 1: Shanghai Electric's Recognized Companies - Shanghai Electric KSB Nuclear Pump Valve Co., Ltd. specializes in nuclear pump and valve technology, achieving 100% domestic production for its reactor cooling pumps [5][7] - Shanghai Electric Power Electronics Co., Ltd. has developed wind power pitch and control systems, breaking foreign monopolies and becoming a leading supplier in the domestic wind power industry [8][10] - Shanghai Dahua Electric Equipment Co., Ltd. produces intelligent environmental gas switchgear, which is recognized for its low carbon footprint and innovative design [11][13] Group 2: Technological Advancements - Shanghai Electric KSB has focused on domestic innovation and has implemented digital twin technology to enhance product iterations and global competitiveness in nuclear equipment [7] - Shanghai Electric Power Electronics has improved its wind power systems, achieving a 65% reduction in manufacturing costs and a 60% decrease in delivery times, while ensuring reliability in extreme conditions [10] - Shanghai Dahua has introduced environmentally friendly gas switchgear that uses nitrogen as an insulating medium, significantly reducing greenhouse gas emissions [13] Group 3: Strategic Goals - The recognition of these companies reflects Shanghai Electric's commitment to high-end manufacturing and core technology development, contributing to the "Made in Shanghai" brand and national manufacturing strategies [1][11]

（原标题：主力资金丨主力逆市抢筹股出炉！2只热门股净流入均超17亿元） 仅3个行业获主力资金净流入。 据证券时报·数据宝统计，今日（1月13日）沪深两市主力资金净流出1286.54亿元，其中创业板净流出557.08亿元，沪深300成份股净流出255.22亿 元。 行业板块方面，6个申万一级行业上涨，石油石化和医药生物行业均涨超1%，有色金属、传媒、银行和综合行业小幅上涨。25个下跌行业中，国 防军工行业跌超5%，居首；电子行业跌3.3%，通信行业跌2.88%，计算机、建筑材料、房地产、钢铁和商贸零售等均跌超1%。 从资金流向来看，申万一级行业中，仅医药生物、美容护理和石油石化行业获主力资金净流入，分别为39.91亿元、1.15亿元、8247万元。 28个主力资金净流出的行业中，计算机和电子行业净流出金额居前，均超220亿元；国防军工、电力设备、通信、机械设备和传媒行业净流出金额 均超100亿元，汽车、有色金属、基础化工和非银金融行业净流出金额均在20亿元以上。 主力资金逆市抢筹2股均超17亿元 从个股来看，92股主力资金净流入均超1亿元，其中17股净流入均超3亿元。 银河证券研报认为，北美AIDC变压器供不应 ...