上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 在剔除最近半年上市的新股后，截至1月30日收盘，1月十大牛股中涨幅最大的为志特新材， 累计涨幅234.08%；其次为锋龙股份，累计涨幅213.97%。这10股中有2股涨幅超过 200%，这10股涨幅均超110%。 1月A股主要指数整体震荡走高，截至1月30日收盘，沪指月内累计涨3.76%，深证成指累涨 5.03%，创业板指累计涨4.47%。 | 股票名称 | 月度涨幅 | | --- | --- | | 志特新材 | 234.08% | | 锋龙股份 | 213.97% | | 湖南白银 | 175.14% | | 普典股份 | 140.55% | | 四川黄金 | 137.54% | | 白银有色 | 133.68% | | 通源石油 | 133.33% | | 连城数控 | 130.47% | | 晓程科技 | 122.33% | | 可川科技 | 118.92% | | 第二阶经 | | NO.1 志特新材 234.08% 志特新材1月份累计涨幅达234.08%，其中有7个交易日录得20%涨停。1月5日至12日的 ...

1月十大牛股中涨幅最大的为志特新材，累计涨幅234.08%；其次为锋龙股份，累计涨幅213.97%。 1月A股主要指数整体震荡走高，截至1月30日收盘，沪指月内累计涨3.76%，深证成指累涨5.03%，创业板指累计涨4.47%。 在剔除最近半年上市的新股后，截至1月30日收盘，1月十大牛股中涨幅最大的为志特新材，累计涨幅234.08%；其次为锋龙股份，累计涨幅213.97%。这10 股中有2股涨幅超过200%，这10股涨幅均超110%。 | 1月十大牛股 | | | --- | --- | | 股票名称 | 月度涨幅 | | 志特新材 | 234.08% | | 锋龙股份 | 213.97% | | 湖南白银 | 175.14% | | 普冉股份 | 140.55% | | 四川黄金 | 137.54% | | 白银有色 | 133.68% | | 通源石油 | 133.33% | | 连城数控 | 130.47% | | 晓程科技 | 122.33% | | 可川科技 | 118.92% | | 第二财经 | | 资料显示，公司的主营业务是模架、装配式建筑PC产品研发、设计、生产、租售、技术服务。公司的主要 ...

Core Viewpoint - In January, the A-share market experienced significant growth, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising by 3.76%, 5.03%, and 4.47% respectively. The total market capitalization of A-shares reached 125.21 trillion yuan, increasing by 6.3 trillion yuan in the month [1][3]. Industry Performance - The best-performing industry in January was the non-ferrous metals sector, which surged by 22.59%. Other notable sectors included media (up 17.94%) and oil and petrochemicals (up 16.31%). Several industries, such as construction materials, basic chemicals, and electronics, also saw increases of over 10% [3][5]. - Conversely, the banking sector experienced the largest decline, falling by 6.65%, followed by household appliances, non-bank financials, transportation, and agriculture, which all recorded slight decreases [3][5]. Stock Performance - A total of 3,993 stocks in the A-share market rose in January, with over 70% of stocks increasing in value. Notably, 716 stocks saw gains exceeding 20%, and 119 stocks rose by more than 50% [6]. - The top-performing stocks included Zhite New Materials, which increased by 234.08%, and Fenglong Co., which rose by 213.97%. Other significant gainers were Hunan Silver, Purun Co., and Sichuan Gold, all benefiting from the rising prices of precious metals [9][10]. Market Outlook - Looking ahead to February, the market is expected to focus on sectors showing signs of recovery and the potential for a spring rally. Key areas of interest include electronics (semiconductors), media (advertising, gaming, film), machinery (automation, engineering), and power equipment (batteries, grid equipment, photovoltaic devices) [12]. - Analysts suggest that the current spring market is promising, with expectations of favorable news from both policy and fundamentals. However, a brief period of market consolidation may occur before the trading activity picks up again after the Spring Festival [12].

智通财经见习记者｜蒋习 股价因热门概念暴涨，志特新材(300986.SZ)警示"击鼓传花"风险。 1月21晚，志特新材发布公告称，该公司股票连续三个交易日内收盘价格涨幅偏离值累计超过30%，属于股票交易异常波动情况。 志特新材称，若未来公司股价进一步异常上涨，其将可能再次向深圳证券交易所申请停牌核查。 1月22日，志特新材股价应声下跌。截至当天收盘，股价报收33.2元，收跌4.6%，市值为136.66亿元。 自2026年1月5日-1月21日期间，该公司股价涨幅达211.27%，期间多次触及股票交易异常波动情形。 志特新材称，其股价严重偏离基本面，存在市场情绪过热情形，公司股票击鼓传花效应明显，存在短期大幅下跌的风险，交易风险极大。 截至2026年1月21日，该公司最新滚动市盈率为108.43倍，市净率为6.73倍，显著高于行业平均水平。其所属金属制品业最新滚动市盈率为39.14倍，市净率 为3.2倍。 就近期股票交易异常波动情况，志特新材自1月13日开市起停牌核查，并于2026年1月16日公告核查结果并复牌。复牌当日，志特新材股价跌停，市场短暂降 温。 成立于2011年的志特新材，是绿色新型建筑模架行业首家A ...

Core Viewpoint - The article discusses the recent stock performance of Zhite New Materials (300986.SZ), highlighting its significant price increase and the market's speculative interest despite the company's lack of direct involvement in AI and related technologies [5][12]. Group 1: Stock Performance - On January 20, Zhite New Materials' stock price surged by 19.01%, closing at 33.8 yuan per share, marking a cumulative increase of 202.33% for the year, making it the first stock in A-shares to double in value this year, with a market capitalization of 13.9 billion yuan [5]. - Following a trading suspension for verification, the stock resumed trading on January 16, but faced a limit down on the first day of trading, indicating a rapid cooling of market speculation [12][17]. Group 2: Market Sentiment and Speculation - The company has been caught in a wave of speculative trading driven by broader market interest in AI, commercial aerospace, quantum technology, and robotics, despite its core business being unrelated to these sectors [6][11]. - Zhite New Materials has seen its stock featured on the "龙虎榜" (Dragon and Tiger List) multiple times, indicating high trading activity, with significant net buying from institutional investors and retail traders [14][17]. Group 3: Company Business and Strategy - The company has clarified that its business does not involve AI applications or related fields, focusing instead on the research, production, and sales of aluminum molds, protective platforms, and prefabricated components [12]. - Despite the lack of direct involvement in AI, Zhite New Materials has engaged in strategic partnerships to explore the application of AI and quantum technology in new materials, indicating a potential long-term vision for innovation [8][9].

Market Overview - The stock market experienced rapid rotation of hot sectors, with over 3,000 stocks rising, while the total trading volume in the Shanghai and Shenzhen markets was 2.6 trillion yuan, a decrease of 177.1 billion yuan compared to the previous trading day [1] Company Performance - Tianfu Communication (300394) expects a net profit of 1.881 billion to 2.150 billion yuan for 2025, representing a year-on-year growth of 40% to 60%, driven by the acceleration of the AI industry and global data center construction [2] - Zhite New Materials (300986) announced a stock price increase of 211.27% from January 5 to January 21, 2026, leading to a halt for review due to significant deviation from fundamentals [3] - Dajin Heavy Industry (002487) forecasts a net profit of 1.05 billion to 1.20 billion yuan for 2025, with a year-on-year increase of 121.58% to 153.23%, attributed to rapid growth in overseas offshore wind power projects [3] - Demingli (001309) anticipates a net profit of 650 million to 800 million yuan for 2025, reflecting an increase of 85.42% to 128.21%, supported by advancements in storage solutions and improved sales margins due to AI demand [4] External Market Influence - The US stock market saw all three major indices rise by over 1%, with the Dow Jones up 1.21%, Nasdaq up 1.18%, and S&P 500 up 1.16%, indicating a strong performance in storage concept stocks [5]

转自：智通财经 智通财经1月21日讯（记者 汪斌）"风口"上的志特新材（300986.SZ）再次发布公司股票交易异常波动 公告，这距离公司前一次发布停牌核查公告仅过去一周左右。值得注意的是，2026年开年以来，该公司 已经第四次发布风险提示。 志特新材今日晚间发布公告称，公司股票自1月19日-21日连续三个交易日收盘价格涨幅偏离值累计超过 30%，根据深交所等相关规定，属于股票交易异常波动情形。如未来公司股票价格进一步异常上涨，可 能再次向深交所申请停牌核查。 公告披露，公司股票自2026年1月5日至2026年1月21日期间价格涨幅为211.27%。志特新材也成为A股年 内首只两倍股。其提醒，"目前公司股价严重偏离基本面，存在市场情绪过热情形，公司股票击鼓传花 效应明显，存在短期大幅下跌风险，交易风险极大。" 智通财经记者注意到， 志特新材曾在2025年半年报中披露，公司在量子科技与人工智能领域的前瞻布 局，具体为：公司与合肥微观纪元数字科技有限公司达成战略合作，成立了合资公司上海志特纪元新材 料科技有限公司，共同搭建基于量子科技与人工智能为支撑的新材料研发制造体系，加速推动量子科技 成果转化与产业化应用；同 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 截至目前，志特新材业务不涉及AI应用、人工智能、量子科技、机器人及商业航天领域，亦未形成相 关收入。自上市以来，公司主营业务为铝模、防护平台、装配式预制件等产品的研发、生产与销售，未 发生任何变化。公司及子公司生产经营正常，不存在应披露而未披露的重大信息。 股价连续大涨 志特新材是一家专注于绿色新型建筑模架，装配式建筑、模块化建筑，相关新能源，新材料等业务，集 产品研发、设计、生产、租售、技术服务为一体的综合型企业。 志特新材产品涵盖建筑模架（铝模、钢模、钢框木模、爬升式模架、清水混凝土模架、公基建类模架） 及装配式建筑（装配式PC、装配式钢结构、模块化建筑系列产品）等，实现了"1+N"一站式服务战略模 式落地。 这样一家看起来非常传统的制造业企业，在今年以来股价却持续大涨。 大牛股最新公告！若异常上涨，或停牌核查！ 志特新材股票在开年交易中连续走出罕见的"六连板"，成为市场关注焦点。志特新材曾于1月6日和1月8 日两度发布股票交易异常波动公告及股票交易严重异常波动公告称，公司前期披露的信息不存在需要更 正、补充之处，近期公司经营情况及 ...

Core Viewpoint - The stock price of Zhite New Materials (300986.SZ) has surged by 211.27% from January 5 to January 21, indicating significant market speculation and potential risks of a sharp decline due to disconnection from the company's fundamentals [1][6]. Group 1: Stock Performance and Trading Activity - Zhite New Materials announced a stock suspension for verification starting January 13 due to abnormal trading fluctuations, with a resumption on January 16 [2]. - The company experienced a "six consecutive limit-up" phenomenon in early January, drawing market attention, but faced a limit-down on the day of resumption [6]. - The stock has been frequently appearing on the "Dragon and Tiger List," indicating significant trading activity from notable market participants [7][9]. Group 2: Business Operations and Financials - Zhite New Materials focuses on green new building formwork, prefabricated buildings, and related new materials, with a comprehensive service model that includes product R&D, design, production, leasing, and technical services [5]. - The company reported revenues of 252,638.67 million yuan and a net profit of 7,369.51 million yuan for the fiscal year 2024, with revenues of 202,348.67 million yuan and a net profit of 11,785.99 million yuan for the first three quarters of 2025 [11]. - The company's core business remains unchanged, primarily involving the R&D, production, and sales of aluminum formwork, protective platforms, and prefabricated components, with no significant revenue from AI or quantum technology applications [4][11]. Group 3: Market Perception and Strategic Moves - The recent stock price surge has been attributed to the company's association with AI concepts, despite its core operations not involving AI or quantum technology [10][11]. - Zhite New Materials has formed a joint venture with Hefei Microcosm Era Digital Technology Co., Ltd. to develop a new materials R&D and manufacturing system based on quantum technology and AI, although this venture's impact on the company's financials is currently minimal [10][11].

截至目前，公司业务不涉及AI应用、人工智能、量子科技、机器人及商业航天领域，亦未形成相关收 入。自上市以来，公司主营业务为铝模、防护平台、装配式预制件等产品的研发、生产与销售，未发生 任何变化。 智通财经APP讯，志特新材(300986.SZ)公告，公司股票自2026年1月19日至2026年1月21日连续三个交易 日收盘价格涨幅偏离值累计超过30%，属于股票交易异常波动情形。公司股票价格短期内涨幅较大，显 著偏离大盘指数，但公司基本面未发生重大变化，目前公司股价严重偏离基本面，存在市场情绪过热情 形，公司股票击鼓传花效应明显，存在短期大幅下跌的风险，交易风险极大。 ...