| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601012 | 隆基绿能 | -2.02 | 3.02 | -53008.40 | | 300118 | 东方日升 | -2.41 | 29.30 | -49416.50 | | 300409 | 道氏技术 | -5.33 | 21.96 | -40218.57 | | 603185 | 弘元绿能 | -9.21 | 9.92 | -32423.04 | | 600438 | 通威股份 | -3.83 | 3.50 | -27569.69 | | 300724 | 捷佳伟创 | -0.78 | 9.12 | -17976.48 | | 002129 | TCL中环 | -2.64 | 3.28 | -17834.97 | | 002407 | 多氟多 | 0.09 | 7.98 | -16268.22 | | 688303 | 大全能源 | -6.10 | 1.55 | -10838.38 | | 002459 | 晶澳科技 | -2.64 | 2 ...

1月6日，A股三大指数继续走高，沪指13连阳创十年来新高；截至收盘，沪指涨1.5%报4083点，深证成指涨1.4%，创业板指涨0.75%。 全市场成交额2.83万亿元，较前一交易日增量2650亿元，超4100股上涨，近150股涨停。 | 代码 名称 | 现价 涨跌 | 涨幅 | | --- | --- | --- | | 000001 上证指数 | 4083.67 +60.25 +1.50% | | | 399001 深证成指 14022.55 +193.92 +1.40% | | | | 399006 创业板指 | 3319.29 +24.74 +0.75% | | 盘面上，脑机接口板块继续爆发，三博脑科、伟思医疗及诚益通等十余股涨停；钛白粉企业近日再度集体宣布涨价，钛白粉板块拉 升，安宁股份、钒钛股份涨停；券商股走高，华安证券、华林证券涨停；工业金属、硅能源、电子纸及化学原料等板块涨幅居前。另 外，CPO概念、美容护理、F5G概念、噪声防治等板块跌幅居前。 具体来看： 脑机接口板块全天强势，倍益康30cm涨停，伟思医疗、三博脑科、爱朋医疗、翔宇医疗等20cm涨停。 消息面上，市场交易活跃度维持高位，上证指 ...

截至12月31日收盘，硅能源概念下跌1.03%，位居概念板块跌幅榜前列，板块内，集泰股份、亿晶光 电、东岳硅材等跌幅居前，股价上涨的有8只，涨幅居前的有国晟科技、双良节能、东方日升等，分别 上涨7.84%、1.55%、1.24%。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600089 | 特变电工 | -1.68 | 2.45 | -33174.92 | | 601012 | 隆基绿能 | -1.30 | 1.35 | -30727.17 | | 600438 | 通威股份 | -2.33 | 1.20 | -17361.75 | | 300724 | 捷佳伟创 | -1.54 | 5.35 | -16306.07 | | 002407 | 多氟多 | -0.82 | 10.96 | -13471.42 | | 002083 | 孚日股份 | -1.16 | 17.72 | -8883.33 | | 300035 | 中科电气 | -1.93 | 3.49 | -6793.30 | | 0 ...

Group 1 - The article emphasizes the importance of materials such as silicon, lithium, and platinum-palladium in the context of energy transition and global carbon neutrality goals, highlighting their role as the foundation for strategic emerging industries like new energy generation and high-end equipment manufacturing [2] - The China Nonferrous Metals Industry Association is organizing the 2025 China New Energy and New Materials Industry Conference on December 11-12 in Guangzhou, aiming to promote the deep integration and collaborative innovation of new energy and new materials industries [2] Group 2 - The conference is part of the efforts to implement the national "dual carbon" strategy and to assist in building a green modern industrial system [2]

Group 1 - The article emphasizes the importance of materials such as silicon, lithium, and platinum-palladium in the context of energy transition and global carbon neutrality goals, highlighting their role as the foundation for strategic emerging industries like new energy generation and high-end equipment manufacturing [2] - The China Nonferrous Metals Industry Association is organizing the 2025 China New Energy and New Materials Industry Conference on December 11-12 in Guangzhou, Guangdong Province, to promote the integration and collaborative innovation of new production forces in the new energy and new materials sectors [2]

Group 1 - The silicon energy concept index rose by 1.99%, ranking second among concept sectors, with 40 stocks increasing in value [1] - Notable gainers included Hongbai New Materials, Furi Shares, and Guosheng Technology, which hit the daily limit, with increases of 12.96%, 11.03%, and 8.01% respectively [1] - The sector experienced a net outflow of 710 million yuan in main funds, with 30 stocks seeing net inflows, and 6 stocks receiving over 50 million yuan in net inflows [2] Group 2 - The top three stocks by net inflow were Hongbai New Materials, Morning Light New Materials, and Furi Shares, with net inflows of 96.61 million yuan, 94.69 million yuan, and 91.83 million yuan respectively [3] - The net inflow ratios for Hongbai New Materials, Morning Light New Materials, and Shuangliang Energy were 37.25%, 26.25%, and 14.00% respectively [3][4] - The stocks with the largest declines included Dawi Shares, TBEA, and Kunbo Precision, with decreases of 3.40%, 2.29%, and 1.41% respectively [6]

Group 1 - The silicon energy sector continues to weaken, with major companies experiencing significant declines in stock prices [1] - Dawa Co. saw a nearly 6% drop in its stock price, while Chenguang New Materials fell over 5% [1] - Other companies such as Yuanxiang New Materials, Baose Co., and Yanggu Huatai also followed the downward trend [1]

Core Viewpoint - The article emphasizes the importance of materials such as silicon, lithium, and platinum-palladium in the context of energy transition and global carbon neutrality goals, highlighting their role in strategic emerging industries in China [1]. Event Details - The 2025 China New Energy and New Materials Industry Conference will be held on December 11-12, 2025, in Guangzhou, Guangdong Province [2]. - The conference theme is "Innovation-Driven, Integrated Development - Building a New Ecosystem for the New Energy Materials Industry" [2]. Agenda Overview - The preliminary agenda includes registration on December 11, followed by a welcome dinner and various sessions on December 12, including keynote speeches and site visits [3]. - Key topics for discussion include: - Development paths for China's economy and new productive forces under global energy transformation - Prospects for China's new energy and new materials industry during the 14th Five-Year Plan - The role of futures in supporting the stability of the new energy industry [3]. Sub-Forums - Three sub-forums will focus on: 1. Platinum-Palladium Industry Development Forum, discussing the industry chain and hydrogen energy trends [3]. 2. Silicon Energy Industry Development Forum, covering market trends and the impact of perovskite technology [3]. 3. Lithium Battery New Energy Industry Development Forum, focusing on market conditions and futures applications [3][5]. Participation and Costs - The conference will not charge a registration fee, and certain member units will receive complimentary materials and meal vouchers [6].

Market Overview - On November 21, A-shares experienced a collective adjustment, with the Shanghai Composite Index falling by 1.88%, the Shenzhen Component Index by 2.72%, and the ChiNext Index by 3.18%. The North China 50 Index decreased by 2.78%. The total trading volume in the Shanghai and Shenzhen markets reached 1.3174 trillion yuan, an increase of 200.4 billion yuan compared to the previous day. Over 4,900 stocks in the market declined [1]. Sector Performance - The China Shipbuilding Industry was active, while sectors such as batteries, energy metals, and silicon energy experienced adjustments [3]. Asian Market Trends - The Asia-Pacific markets opened sharply lower, following the overnight decline in U.S. stocks. The South Korean stock market saw significant drops, with the KOSPI index gapping down and breaking below the 4,000 and 3,900 points, with a decline exceeding 4% at one point. The Japanese stock market also faced similar declines, with the Nikkei 225 index dropping over 2% and falling below the 49,000 points mark, with a drop of over 1,000 points during the session [6].

Group 1 - The silicon energy concept sector experienced a decline of 6.72%, ranking among the top losers in the market, with companies like Daway Co., Ltd., Furui Co., and Chenguang New Materials hitting the daily limit down [1][2] - Major outflows of capital were observed in the silicon energy sector, with a net outflow of 4.717 billion yuan, affecting 49 stocks, including Longi Green Energy, which saw a net outflow of 872 million yuan [2][3] - The top stocks with significant capital outflows included TBEA Co. and JinkoSolar, with net outflows of 843 million yuan and 369 million yuan respectively [2][3] Group 2 - The top gainers in the market included the China Shipbuilding System, which rose by 3.24%, while the titanium dioxide concept fell by 7.12% [2] - The capital inflow leaders in the silicon energy sector were Guosheng Technology, Yuanxiang New Materials, and Furui Co., with inflows of 13.54 million yuan, 5.31 million yuan, and 4.23 million yuan respectively [4] - The trading volume for Longi Green Energy was 3.79%, while TBEA Co. had a turnover rate of 6.34% [3][4]