2026年第一批936亿元超长期特别国债支持设备更新资金已经下达 新华财经北京1月22日电沪深两市三大股指22日早间普遍高开。沪指盘初小幅上扬后窄幅整理，盘中回 落并完成缺口回补，此后在窄幅波动中略有上扬，午间收盘前再度回落；深成指和创业板指盘初显著上 涨，此后整体呈现震荡下行态势，至午间收盘时均下跌。 从盘面来看，半导体、存储芯片、IT设备板块显著高开，油气开采、船舶制造、航天航空、Kimi概念、 卫星互联网、可控核聚变等板块在盘初涨幅靠前，高开的半导体股和存储芯片股在早盘盘中出现较大幅 度回落。至午间收盘时，航天航空、油气开采、船舶制造板块涨幅靠前，贵金属、高带宽内存、电子化 学品板块跌幅靠前。 至午间收盘时，上证指数报4110.86点，跌幅0.15%，成交额约7987亿元；深证成指报14230.97点，跌幅 0.17%，成交额约9749亿元；创业板指报3282.48点，跌幅0.40%，成交额约4413亿元；科创综指报 1856.27点，跌幅0.34%，成交额约2098亿元；北证50指数报1526.30点，涨幅0.43%，成交额约162.2亿 元。 机构观点 中信证券：国家医保局发布新政，制定手术机器人与 ...

Group 1 - The top 20 stocks with significant capital inflow include Tianfu Communication (748 million), Zhongji Xuchuang (677 million), and Xinyi Sheng (659 million) [1] - The sectors represented among the top inflow stocks include communication equipment, non-metal materials, aerospace, and software development [2][3] - Notable stock performances include Tianfu Communication with a 2.95% increase, Zhongji Xuchuang with a 1.11% increase, and Walden Materials with a 6.72% increase [2][3] Group 2 - The highest capital inflow was observed in Tianfu Communication with 748 million, followed by Zhongji Xuchuang with 677 million and Xinyi Sheng with 659 million [1] - Other significant stocks with capital inflow include Aerospace Electronics (593 million), Xinwei Communication (562 million), and Runze Technology (526 million) [1][2] - The stock with the highest percentage increase is Tiantong Co., Ltd. with a 10.03% rise, followed by Jiu Ding New Materials with a 10% increase [3]

| | 板块名称 涨跌幅(%) 板块资金流向 | | 净流入最大 | | --- | --- | --- | --- | | 航天航空 | 3.54 | 22.98亿元 | 航天电子 | | 通信设备 | 0.69 | 17.68亿元 | 天孚通信 | | 通用设备 | 0.8 | 14.97亿元 | 巨力索具 | | 光伏设备 | 2.14 | 12.00亿元 | 隆基绿能 | | 非金属材料 | 0.68 | 9.41亿元 | 沃尔核材 | | 煤炭行业 | 1.81 | 8.86亿元 | 大有能源 | *数据仅供参考，不构成投资建议 据交易所数据显示，截至1月22日午间收盘，大盘主力资金净流出284.13亿元。主力资金流入前十大板块分别为：航天航空（22.98亿元）、 通信设备（17.68 亿元）、 通用设备（14.97亿元）、 光伏设备（12.00亿元）、 非金属材料（9.41亿元）、 煤炭行业（8.86亿元）、 软件开发（8.15亿元）、电子元件（7.82 亿元）、 船舶制造（7.50亿元）、 石油行业（7.20亿元）。 | 软件开发 | 0.76 | 8.15亿元 | 中国软件 | | --- | ...

Group 1 - The top 20 stocks with significant capital inflow include Aerospace Electronics (8.98 billion), Tianfu Communication (7.17 billion), and Zhongji Xuchuang (6.63 billion) [1] - Aerospace Electronics experienced a price increase of 8.1%, while Tianfu Communication and Zhongji Xuchuang saw increases of 3.85% and 1.33% respectively [2] - Other notable stocks with substantial capital inflow include Woer Nuclear Materials (5.31 billion), Jiuding New Materials (4.75 billion), and China Nuclear Engineering (4.37 billion) [1][2] Group 2 - Jiuding New Materials had a significant price increase of 10%, while Zhejiang Wenlian and China Shipbuilding also saw increases of 10% and 1.96% respectively [2][3] - The energy sector is represented by China Petroleum with a capital inflow of 2.85 billion and a price increase of 2.85% [3] - Companies like Jushi Group and Goldwind Technology also showed strong performance with capital inflows of 2.78 billion and 2.73 billion, and price increases of 10.01% and 4.44% respectively [3]

2025年8月1日，在美国佛罗里达州肯尼迪航天中心，搭乘"龙"飞船前往空间站的4名宇航员与媒体见 面。 2025年8月1日，"龙"飞船搭乘"猎鹰9"火箭从美国佛罗里达州肯尼迪航天中心发射升空。 在地球上，人们患病可前往医院就诊。离开地球、进入浩瀚太空的宇航员，若出现健康问题，又该如何 应对？ 由于一名宇航员身体抱恙，在国际空间站执行任务的一个4人宇航员团队搭乘美国太空探索技术公司 的"龙"飞船，于1月15日提前返回地球。这是国际空间站自2000年11月开始接待轮换宇航员乘组以来的 首次医疗撤离事件。 太空紧急事件已非首次发生 1 所有宇航员都要接受专业医学训练 美航天局首席健康和医疗官詹姆斯·波尔克日前在新闻发布会上指出，在国际空间站运行的25年里，美 航天局处理了一系列与宇航员健康有关的情况。宇航员配备了相应设备、药品及所需物资，使他们得以 在太空被诊断或治疗。 在进入国际空间站之前，所有宇航员都要接受专业的医学训练，以便在紧急情况下进行一些基础医疗操 作，比如缝合伤口、拔牙、打针以及读取超声图像等。若出现宇航员未曾接受相关训练、无法应对的情 况，就需要向地球上的医生"呼救"。宇航员可以就超声图像等与地面团 ...

1 证券研究报告 跟踪经济、掘金市场 战略层面：紧扣"十五五"规划六大方向：一是新兴产业（新能源、 新材料、低空经济、航空航天）；二是未来产业（量子科技、脑机接口、 具身智能、核聚变能）；三是传统产业升级（有色、机械、化工）；四是 关键核心技术突破（集成电路、工业母机、基础软件、生物制造）；五是 政策支持型成长领域（国防军工、创新药、高端医疗器械、文旅消费）； 六是区域战略高地（成渝、海南、福建）。 战术层面：重点配置宽基、大类资产、科技创新、先进制造、上游周 期、医药消费、红利低估六大方向 19 个 ETF 品种，详见前期推荐。 市场研判：当前市场运行面临多重因素的博弈与对冲：一方面，中高 估值水位、监管降温信号及海外地缘风险共同抑制市场过热倾向；另一方 面，科技创新与内需扩张的双轮驱动正在强化，政策端持续发力催生结构 性投资机遇，高质量政策主线表现活跃，轮动出圈。1 月 15 日，国家电 网宣布"十五五"期间投资 4 万亿元，较"十四五"增长 40%，直接提振 电网设备板块景气度。 本月无新增推荐：建议继续关注黄金股 ETF、军工 ETF 和旅游 ETF。 2026 年初，特朗普政府宣布退出 66 个国际 ...

Core Viewpoint - The data indicates significant outflows of main funds from various stocks, with notable amounts withdrawn from companies across different sectors, suggesting a potential shift in investor sentiment and market dynamics [1][2][3] Group 1: Stock Performance and Fund Outflows - The top stock with the largest fund outflow is XW Communication, with a withdrawal of 1.851 billion yuan and a decline of 10.16% in its stock price [2] - Guizhou Moutai follows with a fund outflow of 1.480 billion yuan and a decrease of 1.64% [2] - TBEA Co., Ltd. experienced a fund outflow of 1.294 billion yuan and a drop of 3.83% [2] - Other notable companies with significant outflows include: - Sanzi Gaoke: -0.993 billion yuan, -4.43% [2] - Goldwind Technology: -0.892 billion yuan, -2.34% [2] - Zhongji Xuchuang: -0.829 billion yuan, -0.53% [2] Group 2: Sector Analysis - The consumer electronics sector is represented by XW Communication and Lens Technology, both experiencing substantial fund outflows [2][3] - The beverage industry, highlighted by Guizhou Moutai, shows a minor decline in stock price despite significant fund outflow [2] - The power equipment sector, including TBEA Co., Ltd. and China Western Power, reflects mixed performance with varying fund outflows [2][3] - The telecommunications sector, represented by companies like Zhongji Xuchuang and Fenghuo Communication, also shows notable fund withdrawals [2][3]

Core Insights - The main focus of the news is on the significant inflow of capital into specific stocks, indicating strong investor interest and potential growth in these companies. Group 1: Stock Performance and Capital Inflow - Aerospace Electronic (航天电子) saw a capital inflow of 1.374 billion yuan with a price increase of 7.15% [1][2] - New Yisheng (新易盛) experienced a capital inflow of 1.359 billion yuan and a price rise of 3.86% [1][2] - China Great Wall (中国长城) had a capital inflow of 1.229 billion yuan, with a notable increase of 10% in its stock price [1][2] - Zhongke Shuguang (中科曙光) attracted 1.195 billion yuan in capital, reflecting a 5.16% increase [1][2] - SMIC (中芯国际) received 1.042 billion yuan with a stock price increase of 3.98% [1][2] - CATL (宁德时代) had a capital inflow of 930 million yuan, with a modest increase of 0.72% [1][2] - Haiguang Information (海光信息) saw a significant capital inflow of 904 million yuan and a price increase of 12.4% [1][3] - Huatian Technology (华天科技) attracted 856 million yuan with a stock price increase of 10.01% [1][3] - Tongfu Microelectronics (通富微电) had a capital inflow of 788 million yuan and a price increase of 10% [1][3] - Changdian Technology (长电科技) received 647 million yuan with a 5.19% increase in stock price [1][3] - Shengxin Lithium Energy (盛新锂能) saw a capital inflow of 608 million yuan and a price increase of 9.99% [1][3] Group 2: Additional Stocks and Their Performance - Unigroup Guowei (紫光国微) had a capital inflow of 563 million yuan with a price increase of 5.31% [3] - Hikvision (海康威视) attracted 495 million yuan with a stock price increase of 5.27% [3] - Loongson Technology (龙芯中科) saw a significant capital inflow of 462 million yuan and a remarkable price increase of 20% [3] - Intercontinental Oil and Gas (洲际油气) had a capital inflow of 441 million yuan with a price increase of 9.97% [3] - Lanke Technology (澜起科技) received 434 million yuan with a stock price increase of 7.71% [3] - Ganfeng Lithium (赣锋锂业) attracted 397 million yuan with a modest price increase of 2.59% [3] - Zhongtung High-tech (中钨高新) saw a capital inflow of 397 million yuan and a price increase of 9.45% [3] - Magpow (麦格米特) had a capital inflow of 379 million yuan with a price increase of 10% [3] - ZTE Corporation (中兴通讯) attracted 377 million yuan with a stock price increase of 2.15% [3]

Core Viewpoint - The data indicates significant outflows of main funds from various stocks, particularly in the communication equipment and renewable energy sectors, suggesting a potential shift in investor sentiment and market dynamics [1][2][3] Group 1: Stock Performance and Fund Outflows - The top stock with the largest fund outflow is Xinye Technology, with a decrease of 20.21 billion yuan and a drop of 5.01% [2] - Zhongji Xuchuang follows with an outflow of 18.09 billion yuan and a decline of 3.22% [2] - Yangguang Electric Power experienced an outflow of 15.07 billion yuan, with a decrease of 5.25% [2] - Shenghong Technology saw a fund outflow of 14.52 billion yuan and a drop of 5.02% [2] - China Satellite had an outflow of 13.92 billion yuan, with a significant decline of 7.84% [2] Group 2: Sector Analysis - The communication equipment sector is notably affected, with multiple companies like Xinye Technology, Zhongji Xuchuang, and Fenghuo Communication experiencing substantial fund outflows [2][3] - The photovoltaic equipment sector, represented by Yangguang Electric Power and Longi Green Energy, also shows significant outflows, indicating potential challenges in this industry [2][3] - The electronic components sector, including Shenghong Technology and Huadian Co., is facing similar trends with notable fund withdrawals [2][3]

Core Viewpoint - The main market experienced a significant outflow of capital, totaling 879.71 billion yuan, with various sectors facing substantial losses in funding [1]. Group 1: Capital Outflow by Sector - The top ten sectors with the largest capital outflows include: - Communication Equipment: -133.99 billion yuan, with a decline of 3.82% [2][3] - Electronic Components: -83.61 billion yuan, with a decline of 2.35% [2][3] - Consumer Electronics: -66.11 billion yuan, with a decline of 2.03% [2] - Photovoltaic Equipment: -62.49 billion yuan, with a decline of 2.72% [2] - Software Development: -44.11 billion yuan, with a decline of 1.91% [2] - Specialized Equipment: -42.24 billion yuan [1] - Internet Services: -41.79 billion yuan, with a decline of 1.87% [3] - Aerospace: -41.67 billion yuan, with a decline of 3.23% [3] - Minor Metals: -37.02 billion yuan, with a decline of 1.37% [3] - Power Grid Equipment: -35.07 billion yuan, with a minimal decline of 0.13% [3]