| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300460 | ST惠伦 | 9.02 | 10.27% | 31.81万 | | 2.82亿 | | 301566 | 达利凯普 | 22.87 | 7.57% | 34.73万 | | 7.66亿 | | 688539 | 高华科技 | 57.18 | 7.14% | - 14.43万 | | 8.10亿 | | 002484 | 江海股份 | 31.81 | 5.89% | 55.40万 | | 16.82亿 | | 301282 | 金禄电子 | 32.40 | 4.31% | 17.45万 | | 5.49亿 | | 300964 | 本川智能 | 61.02 | 4.31% | 9.01万 | | 5.40亿 | | 300739 | 明阳电路 | 19.59 | 4.20% | 26.94万 | | 5.21亿 | | 603920 | 世运电路 | 57.97 | 4.11% | 44.99万 | | 25.30亿 ...

| 表1：科技50策略指数中选股因子的定义 | | | --- | --- | | 因子名称 | 细分指标 | | 成长 | 修正利润增长、修正营收增长、利润超预期增长、营收超预期增长 | | 研发创新 | 研发支出占比、研发支出增长 | | 一致预期 | 一致预期净利润上调、一致预期评级上调 | | 动量 | 过去11个月动量、过去11个月Alpha | | 价值 | 市净率、市盈率、市销率、企业价值 | | 低波 | 残差波动率、过去12个月每月最高日收益率平均 | | 盈利 | 毛利润率、主营业务利润率 | | 偿债能力 | 短期债务覆盖率、速动比率 | | 运营效率 | 净营运资产收益率、净营运资产周转率、净营运资产周转率增长 | | 财务稳健 | 应计盈余、净营运资产占比 | | 投资稳健 | 利润分配、股息分配 | 资料来源：Wind，申万宏源研究 计算待选样本的自由流通市值占比，作为基础得分，并将基础得分与上述所有因子倾斜得分相加得到待选样本的调整后得分；将待选样本按照调整后得分由高到低排名，选取排名前 50 的 证券作为指数样本。 科技50策略指数采用调整后得分加权，且单个样本权重不超过10% ...

证券之星消息，1月9日元件板块较上一交易日下跌0.17%，景旺电子领跌。当日上证指数报收于 4120.43，上涨0.92%。深证成指报收于14120.15，上涨1.15%。元件板块个股涨跌见下表： 从资金流向上来看，当日元件板块主力资金净流出23.21亿元，游资资金净流入3.36亿元，散户资金净流 入19.85亿元。元件板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002938 | | 1.02亿 | 4.79% | -7601.42万 | -3.58% | -2559.14万 | -1.21% | | 603186 华正新材 | | 6971.07万 | 11.42% | 131.46万 | 0.22% | -7102.52万 | -11.64% | | 920491 | 圆迪威 | 3401.76万 | 15.15% | -335.71万 | -1.49% | -39.49万 | - ...

Group 1 - The core viewpoint of the report is that the CSI Technology Advantage Growth 50 Strategy Index (referred to as Technology 50 Strategy) utilizes multiple factors such as growth, innovation, value, low volatility, and quality to select and weight stocks from the technology sector, aiming to provide investors with a multi-factor strategy investment target based on the technology industry [1][7][11] - As of December 31, 2025, the top ten constituent stocks of the Technology 50 Strategy Index are primarily leading companies across various technology sub-sectors, with the top five stocks accounting for 17.63% and the top ten stocks accounting for 30.93% of the index's total weight [1][10][11] - The index is biased towards large-cap stocks, with 31 constituents having a market capitalization exceeding 100 billion yuan, while only 2 constituents have a market capitalization below 10 billion yuan [1][11] Group 2 - The report compares the Technology 50 Strategy Index with other representative technology and innovation indices, noting that the Technology 50 Strategy Index achieved an annualized return of 11.96% from January 1, 2020, to December 31, 2025, ranking third among six technology and innovation indices [1][57][60] - The Technology 50 Strategy Index shows lower volatility in revenue growth compared to other indices, with a projected revenue growth rate of 33.65% for 2026, which is higher than that of the other five technology and innovation indices [1][61][62] - The selection of constituent stocks for the Technology 50 Strategy Index incorporates 11 factors, providing a more comprehensive evaluation compared to other indices that focus on fewer factors [1][67][68]

证券之星消息，1月8日元件板块较上一交易日下跌1.68%，南亚新材领跌。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。元件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) | | | --- | --- | --- | --- | --- | --- | --- | | 688652 | 迅捷兴 | 19.06 | 6.60% | 5.96万 | | 1.10亿 | | 688539 | 高华科技 | 52.10 | 5.15% | 10.86万 | | 5.56亿 | | 002199 | *ST东晶 | 9.63 | 5.02% | 5.59万 | | 5318.13万 | | 300903 | 科翔股份 | 21.48 | 4.32% | 51.98万 | | 11.24亿 | | 603738 | 泰晶科技 | 16.73 | 3.91% | 34.03万 | | 5.64亿 | | 301566 | 达利凯普 | 21.30 | 3.25% | 27.74万 | | 5.81亿 | | 6033 ...

从资金流向上来看，当日元件板块主力资金净流出14.83亿元，游资资金净流入3.56亿元，散户资金净流 入11.28亿元。元件板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600601 方正科技 | | 4.30 Z | 6.82% | -4.70 Z | -7.44% | 3930.38万 | 0.62% | | 002484 江海股份 | | 1.59 Z | 14.10% | 368.27万 | 0.33% | -1.62 Z | -14.43% | | 603228 景旺电子 | | 1 1.01亿 | 3.64% | -6811.15万 | -2.46% | -3243.86万 | -1.17% | | 603175 超颖电子 | | 8611.41万 | 10.31% | -6096.59万 | -7.30% | -2514.82万 | -3.01% | | 600237 铜峰 ...

证券之星消息，1月6日元件板块较上一交易日下跌0.27%，方邦股份领跌。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%。元件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) | | --- | --- | --- | --- | --- | --- | | 603228 | 景旺电子 | 77.85 | 5.30% | 36.53万 | 27.68亿 | | 301366 | 一博科技 | 39.34 | 4.85% | 15.70万 | 6.13亿 | | 002579 | 中京电子 | 12.72 | 3.92% | 78.56万 | 28886 | | 300975 | 商络电子 | 13.43 | 2.60% | - 46.97万 | 6.28亿 | | 002938 | 鹏鼎控股 | 53.16 | 2.53% | 40.99万 | 21.71亿 | | 600601 | 方正科技 | 12.60 | 2.52% | 290.64万 | 36.32亿 | | 603936 | 博敏电子 | 13.28 ...

A股市场板块涨跌幅排行 中国经济网北京1月6日讯 A股三大指数今日早盘涨跌不一，沪指高开高走涨超1%。截至午间收盘，上 证综指报4069.38点，涨幅1.14%；深证成指报13940.24点，涨幅0.81%；创业板指报3293.18点，跌幅0.04%。 板块方面，保险、小金属、能源金属等板块涨幅居前，通信设备、元件、美容护理等板块跌幅居前。 | 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 | 4.91 | 292.22 | 133.76 | 15.55 | ટ | 0 | | 2 | 小我屋 | 4.67 | 954.96 | 322.08 | 37.26 | 26 | 1 | | 3 | 能源金属 | 3.72 | 384.15 | 190.17 | 18.67 | 13 | 0 | | র্ব | 化学原料 | 3.65 | 1475.57 | 137.77 | 20.90 | 56 | ব ...

Market Overview - On December 31, 2025, the Shanghai and Shenzhen indices experienced mixed performance, with a total trading volume of CNY 2.07 trillion, a decrease of approximately CNY 90 billion from the previous trading day[1] - The market showed stability despite more stocks declining than rising, with notable gains in the aerospace, media, real estate, and non-ferrous metals sectors, while telecommunications, agriculture, and electronics faced declines[1] - The total trading volume for the year exceeded CNY 400 trillion, marking a year-on-year growth of over 60%, achieving a historical high[3] Sector Performance - The aerospace sector is rapidly regaining strength, with leading stocks reaching new highs and increasing trading volumes, indicating a sustained upward trend[1] - The non-ferrous metals sector is also performing steadily, supported by historical price increases in precious metals and a weak US dollar, suggesting a potential for long-term growth[1] - The top three sectors for net capital inflow on December 31 were aerospace equipment, military electronics, and advertising marketing, while the semiconductor, components, and photovoltaic equipment sectors saw the largest outflows[4] Regulatory Developments - The Ministry of Transport has initiated measures to promote the integration of public transportation data with enterprise data, aiming to enhance efficiency across various sectors, including logistics and green technology[5] - New regulations for green product certification have been introduced, covering 122 product categories and involving over 8,000 certified enterprises, marking a significant shift towards comprehensive regulatory oversight[7] Economic Indicators - The price of live pigs increased by 1.7% month-on-month in late December 2025, reflecting ongoing trends in agricultural pricing[8] - Natural gas consumption in November 2025 was reported at 36.28 billion cubic meters, a year-on-year increase of 5.1%, although total consumption for the first eleven months showed a slight decline of 0.1%[8] Investment Insights - The recent regulatory changes in fund sales fees aim to enhance investor returns by capping service fees for equity funds at 0.4% and for index and bond funds at 0.2%, promoting a shift towards long-term holding[12][14]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688020 | 方邦股份 | 77.58 | 14.05% | 6.03万 | | 4.42亿 | | 603920 | 世运电路 | 52.65 | 8.76% | 62.92万 | | 31.92亿 | | 300476 | 胜宏科技 | 310.00 | 7.80% | 54.90万 | | 165.83 Z | | 920128 | 胜业电气 | 29.86 | 7.03% | 1 5.88万 | | 1.80亿 | | 301366 | 一博科技 | 37.52 | 6.38% | 8.39万 | | 3.09亿 | | 300657 | 弘信电子 | 29.27 | 5.82% | 31.78万 | | 9.18亿 | | 002436 | 兴森科技 | 22.27 | 5.20% | 111.07万 | | 24.32亿 | | 600601 | 方正科技 | 12.29 | 4.86% | 266.71万 | | ...