Market Overview - The Shanghai Composite Index is at 4129.68 points, above the five-day moving average, with an increase of 0.39% [1] - The total trading volume of A-shares is 11669.29 billion yuan [1] Stocks Performance - A total of 677 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Huawi Design (华维设计) with a deviation rate of 20.23% and a price increase of 29.96% [1] - Longxin Technology (龙芯中科) with a deviation rate of 15.40% and a price increase of 20.00% [1] - Zhongrong Electric (中熔电气) with a deviation rate of 15.27% and a price increase of 20.00% [1] Detailed Stock Data - The following stocks have notable performance metrics: - Huawi Design (证券代: 920427): Price increased by 29.96%, latest price at 18.22 yuan, deviation rate 20.23% [1] - Longxin Technology (证券代: 688047): Price increased by 20.00%, latest price at 177.72 yuan, deviation rate 15.40% [1] - Zhongrong Electric (证券代: 301031): Price increased by 20.00%, latest price at 143.40 yuan, deviation rate 15.27% [1] - Other notable stocks include *ST Cube (证券代: 300344) and *ST Changyao (证券代: 300391) with deviation rates of 14.83% and 13.07% respectively [1] Additional Stocks with Positive Movement - Other stocks with positive movement include: - Xishan Technology (西山科技) with a deviation rate of 9.98% and a price increase of 12.93% [1] - Sanyou Medical (三友医疗) with a deviation rate of 9.59% and a price increase of 13.46% [1] - Intercontinental Oil and Gas (洲际油气) with a deviation rate of 9.16% and a price increase of 9.97% [1]

今日（1月21日）电子板块领涨两市，截至发稿，电子板块获主力资金净流入超320亿元，板块吸金额高 居31个申万一级行业首位！电子ETF（515260）成份股海光信息、中科曙光、通富微电、中芯国际分别 吸金32.83亿元、21.90亿元、21.42亿元、20.29亿元，包揽A股吸金榜TOP4。 | 代码 | 名称 | 主力净流入额 ▼ | 涨跌幅 | | --- | --- | --- | --- | | 801080 | 电子(申万) | 329.91亿 | 2.71% | | 801050 | 有色金属(申万) | 124.26 Z | 1.93% | | 801750 | 计算机(申万) | 97.25亿 | 1.28% | | 801730 | 电力设备(电万) | 91.4377 | 0.79% | | 代码 | 名称 | 主力净流入额 ▼ | | | 688041 | 海洲信息 | 32.84亿 | | | 002156 | 通富微电 | 21.40亿 | | 热门ETF方面，果链含量46%的电子ETF（515260）场内价格盘中涨超3.4%，现涨2.99%，日k线或已走 出上行台阶。 | 综合屏 ...

【导读】存储芯片板块持续拉升，多股涨停 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 1月21日早盘，A股三大指数震荡拉升，创业板指涨逾1%，截至发稿，沪指涨0.10%，深成指涨0.56%，创业板指涨1.10%。 | 上证指数 | 深证成指 | 北证50 | | | --- | --- | --- | --- | | 4117.97 | 14234.20 | 1530.03 | | | +4.32 +0.10% | +78.57 +0.56% +12.43 +0.82% | | | | 科创50 | 创业板指 | 万得全A | | | 1531.26 | 3313.96 | 6781.36 | | | +48.26 +3.25% | +35.98 +1.10% | +22.43 +0.33% | | | 沪深300 | 中证500 | 中证A500 | | | 4738.46 | 8277.21 | 5908.89 | | | +19.59 +0.42% | +29.41 +0.36% | +30.16 +0.51% | | | 中证1000 | 深证100 | 中证红利 | | | 8215.96 ...

| 上证指数 | 深证成指 | 北证50 | | | --- | --- | --- | --- | | 4117.97 | 14234.20 | 1530.03 | | | +4.32 +0.10% | +78.57 +0.56% +12.43 +0.82% | | | | 科创50 | 创业板指 | 万得全A | | | 1531.26 | 3313.96 | 6781.36 | | | +48.26 +3.25% | +35.98 +1.10% | +22.43 +0.33% | | | 沪深300 | 中证500 | 中证A500 | | | 4738.46 | 8277.21 | 5908.89 | | | +19.59 +0.42% | +29.41 +0.36% | +30.16 +0.51% | | | 中证1000 | 深证100 | 中证红利 | | | 8215.96 | 5927.95 | 5572.63 | | | +33.20 +0.41% | +37.15 +0.63% | -39.21 -0.70% | | | 万得全A涨跌分布 | | | | | 跌3022 | | | 涨2 ...

Group 1 - The semiconductor and chip sector experienced a significant rally, with the STAR Market chip index rising by 3.92% as of 10:14 AM on January 21, 2026, driven by strong performances from companies like Loongson Technology (up 20.00%) and Haiguang Information (up 12.46%) [1] - CITIC Securities believes that the storage chip market is currently in a price uptrend due to the explosive demand from AI and supply-side contractions, leading to a performance surge for global storage industry enterprises [1] - The construction of storage production lines and the increase in domestic production rates are expected to accelerate, creating investment opportunities in domestic semiconductor equipment and packaging/testing sectors [1] Group 2 - TSMC is projected to achieve record-high revenue in Q4 2025, with advanced process technology (7nm and below) accounting for 77% of its revenue, and 3nm process shipments reaching 28% [1] - The company anticipates a significant increase in capital expenditure for 2026, estimated between $52 billion and $56 billion, aimed at enhancing its technological advantages and capacity expansion in the high-end wafer foundry sector [1] - The ongoing demand for AI computing power is expected to strongly drive the semiconductor manufacturing sector [1] Group 3 - As of December 31, 2025, the top ten weighted stocks in the STAR Market chip index accounted for 57.76% of the index, including companies like SMIC, Haiguang Information, and Cambrian [2] - The STAR Chip ETF (588200) serves as a convenient tool for investors looking to gain exposure to the STAR Market chip sector [2] Group 4 - Investors without stock accounts can explore investment opportunities in domestic chips through the STAR Chip ETF linked fund (017470) [3]

Core Viewpoint - The semiconductor sector is experiencing a strong performance driven by geopolitical tensions, which provide a window for domestic semiconductor alternatives, particularly in advanced packaging and memory chip concepts [1] Group 1: Market Performance - The semiconductor sector saw significant gains on the 21st, with notable performances from companies such as Longxin Zhongke, which hit a 20% limit up, and Haiguang Information, which rose over 13% to reach a new high [1] - Jianghua Microelectronics achieved a consecutive three-day limit up, while companies like Lanke Technology and Tongfu Microelectronics increased by over 8% [1] Group 2: Industry Insights - CITIC Securities pointed out that geopolitical friction is creating opportunities for domestic semiconductor alternatives, with companies like Huawei, Cambricon, and Haiguang rapidly improving the performance of next-generation computing chips and cabinets [1] - The demand surge for AI and supply-side contractions are contributing to a price increase in memory chips, leading to a performance explosion for global memory industry chain enterprises [1] Group 3: Investment Opportunities - The construction of memory production lines and the increase in domestic production rates are expected to accelerate, presenting investment opportunities in supporting semiconductor equipment and packaging sectors within the domestic memory chain [1] - As the logic of domestic substitution strengthens and memory capacity expands, a new capital expenditure cycle is anticipated, benefiting domestic equipment, components, and materials significantly [1]

1月21日盘中科创板股龙芯中科涨停，截至09:40，股价报177.72元，成交18.38亿元，换手率2.69%，振 幅16.66%。 科创板个股中，截至发稿上涨的共有428只，涨幅在5%以上的共有21只，涨幅较高的有龙芯中科、芯碁 微装、天智航-U等，分别上涨20.00%、11.56%、10.16%，下跌的有160只，跌幅较大的有凯因科技、步 科股份、颀中科技，分别下跌13.65%、5.19%、4.26%。 资金面上，龙芯中科上一交易日主力资金净流入1.45亿元，近5日净流入2.64亿元。 融资融券数据显示，该股最新（1月20日）两融余额为11.09亿元，其中，融资余额为11.05亿元，较上一 个交易日减少4040.67万元，降幅为3.53%；融券余额为325.09万元，较上一个交易日增加0.71万元，增 幅为0.22%。近10日两融余额合计增加1.72亿元，增幅为18.41%，其间融资余额增长18.45%，融券余额 增长5.66%。（数据宝） （文章来源：证券时报网） ...

Group 1 - The A-share market opened lower on January 21, but all four major indices turned positive, with the Sci-Tech Innovation Index rising over 1% [1] - Domestic chip stocks experienced significant gains, with Longxin Zhongke (688047) hitting the daily limit of 20%, and companies like China Great Wall and Jianghua Microelectronics also reaching their daily limits [1][2] - Haiguang Information saw a rise of over 14% during trading, while Tongfu Microelectronics and Hualing Co. also reported increases [1] Group 2 - Overnight, U.S. storage chip stocks surged, with SanDisk rising over 9% to reach a new historical high [3] - Micron Technology executives indicated that the shortage of storage chips has accelerated significantly over the past quarter, driven by surging demand for high-end semiconductors due to AI infrastructure [3] - A report from Counterpoint Research noted that the storage market has surpassed its historical peak from 2018, with suppliers' bargaining power at an all-time high, and prices expected to rise by 40% to 50% in Q1 2026, followed by an additional 20% increase in Q2 [3]

每经AI快讯，1月21日早盘，算力芯片概念走强，龙芯中科、中国长城涨停，海光信息、澜起科技、国 芯科技、芯原股份、东芯股份跟涨。 （文章来源：每日经济新闻） ...

Market Performance - The A-share market showed signs of recovery in the early session, with all three major indices rising: the Shanghai Composite Index increased by 0.17%, the Shenzhen Component Index rose by 0.54%, and the ChiNext Index climbed by 1.15% [1] - The Kweichow Moutai ETF (588000) surged by 3.46%, with the latest price at 1.614 yuan, and the intraday trading volume reached 2.121 billion yuan, resulting in a turnover rate of 2.67% [1] Semiconductor Sector - The semiconductor sector experienced a significant rally, with notable stocks such as Longxin Technology hitting the limit up, Haiguang Information rising by 14.07%, Lanke Technology increasing by 6.80%, Zhongwei Company up by 3.97%, and SMIC gaining 3.04% [1] - The domestic semiconductor equipment sector is witnessing dual catalysts: the successful launch of the first high-energy hydrogen ion implanter developed by China National Nuclear Corporation, breaking foreign monopolies in key semiconductor manufacturing processes, and TSMC's financial report indicating a projected 35% increase in net profit by Q4 2025 and a gross margin of 62% [1] Industry Outlook - The dual catalysts are expected to accelerate the localization of domestic equipment, combined with AI-driven technological upgrades and capacity expansion, suggesting that the industry may enter a "golden period" of expansion cycles and technological breakthroughs [1] - The Kweichow Moutai ETF (588000) tracks the Sci-Tech 50 Index, which has a 70.35% allocation in the electronics sector, aligning well with the current development trends in artificial intelligence and robotics [1] - The ETF also covers multiple sub-sectors, including semiconductors, medical devices, software development, and photovoltaic equipment, indicating a high content of hard technology, and investors optimistic about the long-term development prospects of China's hard technology are encouraged to continue monitoring [1]