证券之星消息，1月22日其他电子板块较上一交易日上涨1.13%，盈方微领涨。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。其他电子板块个股涨跌见下表： 从资金流向上来看，当日其他电子板块主力资金净流出3.38亿元，游资资金净流出7285.81万元，散户资 金净流入4.11亿元。其他电子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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002130 | 沃尔核材 | 4.93 Z | 7.40% | -1.95 Z | -2.93% | -2.98 Z | -4.47% | | 000670 | 盈方微 | 8175.82万 | 51.58% | -4648.61万 | -29.33% | -3527.21万 | -22.25% | | 688800 | 瑞可达 | 7326.36万 | 5.61% | -1401.06万 | -1.07% ...

Group 1 - A total of 94 stocks in the A-share market reached the daily limit on January 22, indicating strong market activity [1] - Jianghua Microelectronics, a photoresist concept stock, achieved a four-day limit increase, highlighting its significant market interest [1] - Other notable stocks include Yingfang Microelectronics and Hunan Silver, both achieving three consecutive limit increases, reflecting investor confidence in storage chips and silver sectors respectively [1] Group 2 - Stocks with two consecutive limit increases include Huayuan Holdings in lithium extraction and Weichai Heavy Industry in data centers, indicating emerging trends in these sectors [1] - The list also features companies like Jushen Co. in commodity logistics and Guohe Technology in server PCBs, showcasing diverse investment opportunities across various industries [1] - The presence of companies in AI, renewable energy, and commercial aerospace further illustrates the broadening scope of investor interest in innovative technologies [1]

Core Viewpoint - The A-share market opened positively with all three major indices rising, indicating a bullish sentiment among investors [1] Market Performance - The Shanghai Composite Index opened up by 0.22%, reaching 4126.07 points [1] - The Shenzhen Component Index increased by 0.41% [1] - The ChiNext Index rose by 0.52% [1] Sector Performance - Storage chip stocks continued their upward trend, with Yingfang Micro reaching the daily limit, and both Shengke Nano and Langke Technology rising over 10% [1] - Major companies in the storage sector, including Micron, SanDisk, and Western Digital, achieved new highs overnight [1] - Gold and silver prices have retreated from historical highs, leading to a collective adjustment in the gold and non-ferrous metal sectors [1]

Group 1 - The A-share market saw a strong performance in storage chip concept stocks, with notable gains from companies such as Yingfangwei and Yiyaton, both reaching the daily limit up, and Guanghe Technology rising by 7% [1] - Major US storage companies, including Micron Technology, Western Digital, Seagate Technology, and SanDisk, reached historical highs in the overnight market [1] - Major storage manufacturers, including Winbond and Nanya Technology, have signed long-term supply agreements (LTA) that typically lock in volume without locking in prices, extending the duration from one year to at least two years, with some clients discussing frameworks for cooperation extending close to 2030 [1] Group 2 - Yingfangwei (000670) increased by 10.05% with a total market value of 8.692 billion and a year-to-date increase of 39.43% [2] - Yiyaton (002183) rose by 10.02% with a total market value of 14.5 billion and a year-to-date increase of 17.65% [2] - Guanghe Technology (001389) saw a rise of 7.09% with a total market value of 43.5 billion and a year-to-date increase of 25.30% [2] - Other notable companies include Lankai Technology (688008) with a 6.86% increase and a market value of 196 billion, and Zhongjing Electronics (002579) with a 6.13% increase and a market value of 7.952 billion [2] - The overall trend indicates a positive outlook for the storage chip sector, with expectations of price increases for storage products in the first and second quarters of 2026 as stated by Baiwei Storage [1]

Core Insights - Yingfang Micro has experienced a continuous three-day limit-up trading, indicating strong market interest and momentum in its stock performance [1] - The stock reached a limit-up at 9:25 AM with a trading volume of 0.20 billion yuan and a turnover rate of 0.24% [1] - The storage chip sector has seen increased activity, with leading companies in the industry announcing price hikes for related products, which has heightened market attention towards this field [1] - As a concept stock in the storage chip sector, Yingfang Micro has attracted significant capital interest due to these developments [1]

Core Viewpoint - The storage chip sector continues its upward trend, driven by a surge in demand due to the artificial intelligence boom and supply shortages, indicating a new "super cycle" in the global storage market [1]. Group 1: Market Performance - Yingfang Micro has reached its daily limit increase, while Shengke Nano and Langke Technology have risen over 10% [1]. - Other companies such as Lanke Technology, Purun Co., and Huatian Technology also experienced gains [1]. Group 2: Industry Trends - The U.S. stock market for storage has seen a significant rally, with major manufacturers' stock prices hitting historical highs [1]. - The demand for storage chips is experiencing a dramatic increase, attributed to the ongoing artificial intelligence trend [1].

证券日报网讯 1月21日，盈方微发布公告称，公司股票连续二个交易日内（2026年1月20日、1月21日） 收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动的情况。经核实，公司前期披露的信息不存 在需要更正、补充之处；未发现近期公共传媒报道可能或已经对公司股票交易价格产生较大影响的未公 开重大信息；公司经营情况正常，内外部经营环境未发生重大变化；公司于2026年1月20日披露了《盈 方微电子股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易预案》等相关公告，公 司拟通过发行股份及支付现金的方式取得上海肖克利信息科技股份有限公司100%股份、 FIRSTTECHNOLOGYCHINALIMITED（富士德中国有限公司）100%股份，并募集配套资金。截至本 公告披露日，本次交易相关的审计、评估工作尚未完成，公司会同有关各方正在积极推进本次交易的相 关工作。 （编辑 任世碧） ...

| | | | 1月21日涨停封单资金居前的个股 | | | --- | --- | --- | --- | --- | | 代码 | 名称 | 涨停封单额 | 涨停板 | 涨停原因 | | | | (亿元) | 情況 | | | 002931 | 锋龙股份 | 10.36 | 16连板 | 优必选拟入主+机器人 | | 002156 | 通富微电 | 7.32 | 育板 | 年报预增+定增扩产+AMD链+存储封测 | | 000670 | 宮方微 | 7.30 | 2连板 | 重大资产重组+存储芯片+半导体分销 | | 000066 | 中国长城 | 6.11 | 首板 | 业绩减亏+AI服务器+商业航天+央企 | | 000880 | 潍柴重机 | 5.02 | 首板 | 数据中心+发电机组+山东国资 | | 603078 | 江化微 | 4.48 | 2连板 | 复牌+上海国资入主+芯片材料+光刻胶 | | 002185 | 华大科技 | 3.85 | 首板 | 收购华羿微电+功率器件+存储芯片+先进封装 | | 688047 | 龙芯中科 | 3.50 | 首板 | 自主CPU+商业航天 | | 00 ...

Core Viewpoint - The semiconductor sector experienced a significant rally on January 21, with multiple companies showing substantial gains in their stock prices [1]. Group 1: Stock Performance - Jianghua Microelectronics (江化微) achieved a stock price of 25.92, with a rise of 10.02% [2] - Yingfang Microelectronics (盈方微) reached a price of 9.35, increasing by 10.00% [2] - Haiguang Information (海光信息) saw its stock rise to 277.50, marking a 9.16% increase [2] - Jiewate (杰华特) recorded a price of 50.41, up by 8.29% [2] - Guoxin Technology (国芯科技) reached 37.38, with a gain of 7.23% [2] - Zhongwei Microelectronics (中微未导) increased to 44.27, reflecting a 7.06% rise [2] - Juchen Co., Ltd. (聚辰股份) saw its stock at 171.72, up by 6.00% [2] - Jingdian Co., Ltd. (景电股份) reached 226.88, with a 5.20% increase [2] - Hualing Co., Ltd. (华岭股份) recorded a price of 24.45, up by 4.89% [2]

盈方微公告称，公司股票在2026年1月20日、1月21日连续两个交易日收盘价格涨幅偏离值累计超20%， 属异常波动。公司拟发行股份及支付现金收购上海肖克利信息科技股份有限公司、富士德中国有限公司 各100%股份并募资，相关审计、评估未完成，交易尚需多项条件达成及主管部门批准，能否通过审议 及获批存不确定性。公司、大股东及其实控人无应披露未披露重大事项，大股东及其实控人在异常波动 期间未买卖股票。 ...