-今日A股共有13只个股换手率超过30%； -大位科技、C林平、荣信文化等个股换手率居前； 【主力资金】 -主力资金今日净流入电子、银行、交通运输、汽车、家用电器、钢铁、农林牧渔等板块，净流出电力 设备、有色金属、传媒、计算机、机械设备、通信、医药生物等板块； -蓝色光标、中际旭创、协鑫集成、新易盛、信维通信资金净流出规模居前，分别净流出32.94亿元、 27.41亿元、26.37亿元、25.99亿元、21.11亿元。 【振幅大】 -今日A股共有6只个股振幅超过20%； -视声智能、易天股份、*ST云创等个股振幅居前； 【换手率高】 -东山精密、深科技、华胜天成、阳光电源、C电科资金净流入规模居前，分别净流入19.48亿元、18.57 亿元、16.44亿元、14.29亿元、14.27亿元； (本文来自第一财经) ...

2026.02.13 本文字数： 711，阅读时长大约2分钟 作者 | 一财阿驴 | 代码 | 现价 | | --- | --- | | 000001 上证指数 | 4082.07 c -51.95 -1.26% | | 399001 深证成指 | 14100.19 c -182.81 -1.28% | | 881001 万得全A | 6756.80 c -77.07 -1.13% | | 000680 科创综指 | 1809.18 c -6.97 -0.38% | | 399006 创业板指 | 3275.96 c -52.10 --1.57% | 盘面上，军工装备、造纸、网约车板块涨幅居前，光伏设备、小金属、钢铁板块走低。 具体来看，军工装备板块走强，安达维尔、亚星锚链、航发动力涨停，江航装备、江龙船艇涨超8%。 | 代码 | 名称 | 涨幅� | 现价 | | --- | --- | --- | --- | | 300719 | 安达维尔 | +19.99% | 20.89 | | 601890 | 亚星锚链 | +10.04% | 12.39 | | 600893 | 航发动力 | +10.01% | ...

Investment Rating - The report suggests focusing on investment opportunities in the photovoltaic industry, particularly those benefiting from supply-side reforms, technological advancements, and changes in demand expectations [3]. Core Insights - The photovoltaic equipment sector index increased by 3.36% during the week of February 2 to February 6, 2026, outperforming the broader market index by 3.53 percentage points [11][14]. - Key companies in the photovoltaic equipment sector that showed significant gains include GCL-Poly Energy, JinkoSolar, and Jinglong Technology, while companies like Sungrow Power and Jinbo Technology experienced notable declines [18][20]. - The report highlights the importance of monitoring policy implementation and technological order fulfillment in the short term, while emphasizing long-term investments in high-efficiency technologies and leading companies [3]. Summary by Sections 1. Market Performance Review - The Shanghai Composite Index decreased by 1.13%, while the power equipment sector index rose by 2.20%, ranking third among 31 industry indices [11]. - The photovoltaic equipment sector index's performance was notably strong, with a 3.36% increase [14]. 2. Industry Chain Price Trends - As of February 4, 2026, the prices for key materials in the photovoltaic industry were as follows: silicon material at 56 CNY/kg (unchanged), silicon wafers at 1.35 CNY/piece (down 0.1 CNY), battery cells at 0.45 CNY/W (unchanged), and modules at 0.82 CNY/W (unchanged) [22]. 3. Industry News - Shanxi Province aims to establish a new energy base in the coal mining subsidence area, with plans for large-scale wind and solar projects [30]. - The utilization rates for wind and solar energy in 2025 were reported at 94.3% and 94.8%, respectively, indicating strong integration of renewable energy [31]. - Concerns were raised about potential negative growth in photovoltaic installations in 2026 due to policy adjustments and market conditions [32].

据交易所数据显示，截至2月13日午间收盘，主力资金流出前20的股票分别为： 利欧股份（-11.70亿元）、 紫金矿业（-11.25亿元）、 博纳影业（-9.74亿 元）、 捷成股份（-9.14亿元）、 蓝色光标（-8.60亿元）、 宁德时代（-6.16亿元）、 北方稀土（-6.07亿元）、 网宿科技（-5.96亿元）、 嘉美包装（-5.89亿 元）、 协鑫集成（-5.69亿元）、 阳光电源（-5.01亿元）、 优刻得-W（-4.83亿元）、 亨通光电（-4.79亿元）、 东方国信（-4.66亿元）、 永鼎股份（-4.32 亿元）、 洛阳钼业（-4.31亿元）、 光库科技（-4.20亿元）、 章源钨业（-4.01亿元）、 昆仑万维（-3.64亿元）、 兴业银锡（-3.60亿元）。 | 优刻得-W | -5.39 | -4.83亿元 | 互联网服 | | --- | --- | --- | --- | | 亨通光电 | -6.98 | -4.79亿元 | 通信设备 | | 东方国信 | -6.73 | -4.66亿元 | 互联网服 | | 永鼎股份 | -4.15 | -4.32亿元 | 通信设备 | | 洛阳钼 ...

龙虎榜方面，玻纤概念强势爆发，国际复材涨停，获一家量化资金（开源证券西安太华路）买入1.04亿，两家一线游资（国泰海通证券成都北一环路、国泰 海通证券上海中山东路）合计买入2.02亿。近两日机构大量卖出协鑫集成，今日遭三家机构卖出1.6亿，昨日遭两家机构卖出3.43亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1181.64亿，深股通总成交金额为1345.62亿。 | | 沪股通 ( | 2月11日 | D | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 601899 | 三角地,不 | 17.92 | | 2 | 600519 | 贵州茅台 | 17.72 | | 3 | 600111 | 北方稀土 | 17.08 | | 4 | 603986 | 兆易创新 | 13.52 | | 5 | 688256 | 東電化 | 11.03 | | 6 | 666809 | 洛阳铝业 | 10.65 | | 7 | 603259 | 约明康德 | 10.53 | | 8 | 688008 | 澜起科技 | 10.03 | | 9 ...

共38只个股出现了机构的身影。 盘后数据显示，2月11日龙虎榜中，共38只个股出现了机构的身影，有14只股票呈现机构净买入，24只 股票呈现机构净卖出。 | | 花原榜 2.11 | | | --- | --- | --- | | 证券简称 | 目涨跌幅 | 机构净买入(万元) | | 捷成股份 | 4.73% | 17817.25 | | 东方国信 | 8.34% | 14400.32 | | 格林美 | 9.95% | 9088.17 | | 华尔泰 | 9.97% | 6670.18 | | 德邦科技 | 19.99% | 4958.00 | | 海兰信 | 3.05% | 2749.85 | | 聚杰微纤 | 20.00% | 2324.54 | | 章源钨业 | 9.99% | 1601.29 | | 中文在线 | -6.00% | 1415.54 | | 德才股份 | 10.01% | 1269.88 | | 金富科技 | 10.00% | 1191.08 | | 爰得科技 | -5.75% | 773.29 | | 国际复材 | 20.04% | 539.86 | | ST雪发 | 4.99% ...

2月11日，沪深两市成交额跌破2万亿，较上一个交易日缩量1213亿。板块方面，玻璃玻纤、小金属、磷化工、化 肥等板块走高；文化传媒、AI语料及Sora概念、旅游概念、培育钻石等板块下挫。 | 代码 | 名称 | 涨幅 | 现价 | 换手 涨停分析 几天几板 | | --- | --- | --- | --- | --- | | 002455 | 自川股份 | +10.01% | 14.83 | 19.44% TMP涨价+锂电闭环+负极产 11天8板 | | 000609 | ST中迪 | +4.96% | 9.52 | 0.13% 半导体的人来了+房地产+创 5连板 | | 002485 | ST雪发 | +4.99% | 5.05 | 0.12% 实控人冒判+文旅复苏+ST摘 6天4板 | | 003018 | 金富科技 | +10.00% | | 23.54 32.82% 液冷收购+瓶盖龙头+业绩承 5天4板 | | 603980 | 吉华集团 | +9.96% | | 8.72 22.98% 控制权变更+染料涨价+字树 5天4板 | | 600722 金牛化工 | | +10.00% | | 10.34 ...

Core Viewpoint - The data indicates significant outflows of main funds from various stocks, particularly in the communication equipment and cultural media sectors, highlighting potential investment risks in these areas [1][2][3] Group 1: Stock Performance and Fund Flow - The stock with the highest outflow is Xinyiseng, with a fund outflow of 30.50 billion yuan and a decline of 5.46% [2] - Zhongji Xuchuang follows closely with a fund outflow of 29.64 billion yuan and a decrease of 4.28% [2] - Other notable stocks with significant outflows include BlueFocus with 12.91 billion yuan and a drop of 3.57%, and Jiecheng Co. with 12.13 billion yuan but an increase of 4.73% [2] - Cultural media stocks such as Chinese Online and Guanghua Media also experienced outflows of 10.27 billion yuan (down 6%) and 9.38 billion yuan (up 5.09%), respectively [2][3] Group 2: Sector Analysis - The communication equipment sector is heavily impacted, with both Xinyiseng and Zhongji Xuchuang showing substantial fund outflows [2] - The cultural media sector also shows mixed performance, with some stocks like Guanghua Media gaining while others like Chinese Online are declining [2][3] - The home appliance industry, represented by Sanhua Zhikong and Zhao Chi Co., shows minor outflows of 8.30 billion yuan and 7.45 billion yuan, respectively, with slight declines in stock prices [2][3]

Core Viewpoint - The data indicates significant outflows of capital from various stocks, particularly in the communication equipment and cultural media sectors, suggesting potential investor concerns or market volatility [1][2][3] Group 1: Major Stocks with Capital Outflows - Zhongji Xuchuang experienced a capital outflow of 2.851 billion yuan, with a decline of 4.1% in stock price [2] - Xinyi Sheng saw a capital outflow of 2.795 billion yuan, with a stock price drop of 4.9% [2] - BlueFocus Media had a capital outflow of 1.2 billion yuan, with a decrease of 3.62% in stock price [2] - Jiecheng Co. reported a capital outflow of 1.135 billion yuan, with a stock price increase of 3.67% [2] - Zhongwen Online faced a capital outflow of 0.928 billion yuan, with a decline of 7.04% in stock price [2] Group 2: Sector Analysis - The communication equipment sector, represented by Zhongji Xuchuang and Xinyi Sheng, shows significant capital outflows, indicating potential challenges in this industry [2][3] - The cultural media sector, including companies like BlueFocus Media and Zhongwen Online, also reflects notable capital outflows, suggesting investor caution in this area [2][3] - The home appliance industry, represented by Sanhua Intelligent Control and Zhaochi Co., shows mixed performance with capital outflows, indicating varying investor sentiment [2][3]

Group 1 - The A-share photovoltaic equipment sector experienced an initial surge, with Yongzhen Co. hitting the daily limit up [1] - Juhe Materials reached a new high during the trading session, indicating strong market interest [1] - Other companies such as Laplace, Jinko Energy, Airo Energy, GCL-Poly, and Tongxiang Technology also saw increases in their stock prices [1]