长江商报消息 ●长江商报记者 江楚雅 政策、消费双轮驱动下，中国冰雪经济破圈生长，正式迈入万亿产业阵营。 近日发布的《中国冰雪产业发展研究报告（2025）》显示，我国冰雪产业规模在2025年成功突破万亿元 大关。 中国旅游研究院数据显示，2025年—2026年冬季，冰雪旅游人次将达3.6亿、创收4500亿元。这一产业 正打破南北地域、冬夏季节壁垒，形成全链条生态。 在冰雪经济全链条生态中，上游装备制造是产业发展的核心支撑，雪人集团（002639.SZ）作为冰雪产 业制造领域单项冠军企业，锚定冰雪装备制造核心赛道，叠加可控核聚变、氢能领域技术突破，业绩稳 步增长的同时收获市场高关注度，成为冰雪经济与前沿能源赛道双向发力的标杆样本。 北方企业依托天然资源深耕主业，长白山旅游打造标准化雪场运营体系，西域旅游在天山天池布局冰上 龙舟、雪地摩托等近20项冰雪娱乐项目；南方企业则发力线路开发与场景创新，岭南控股推出覆盖多区 域的冰雪旅游产品，众信旅游成立专属滑雪品牌，让冰雪体验触达更广泛消费群体。 当前，冰雪经济正迎来关键转型期，破解季节性瓶颈、实现"四季常热"成为行业核心课题。业内专家指 出，未来产业突破需紧抓三大方向 ...

（来源：淘金ETF） 1. 中航成飞（302132） 作为中国航空工业集团核心子公司，国内歼击机、教练机等主战装备的核心研制单位，军工背景深厚且 技术积累雄厚，在航空装备制造领域占据绝对龙头地位。主营业务聚焦军用战斗机、教练机研发制造， 同时延伸至民用航空零部件加工与航空技术服务，客户覆盖国内军方及航空工业全产业链企业。依托军 用航空领域的大尺寸模锻、精密加工等核心技术，深度切入商业航天赛道，为商业火箭提供高端结构 件、航空级特种材料及定制化加工服务，尤其在重型火箭箭体部件制造方面具备独特优势。已成功为国 内多家商业火箭企业提供关键结构件支持，深度参与多个商业航天发射任务，技术可靠性与产品稳定性 获行业高度认可。未来随着商业航天规模化发展，重型火箭、可回收火箭等新型装备研发加速，公司将 进一步推动航空航天技术跨界融合，充分受益于太空算力、低轨卫星星座建设带来的增量需求，在航天 结构件、特种材料等领域持续扩大市场份额，成长空间极具想象力。 2. 中航西飞（000768） 隶属于中国航空工业集团，是国内大型运输机、轰炸机、预警机等核心军用飞机的主要制造商，具备全 产业链研发、生产与集成能力，在航空装备制造领域技术 ...

证券日报网讯1月27日，雪人集团（002639）在互动平台回答投资者提问时表示，公司的螺杆膨胀发电 机目前暂无应用于熔盐光热发电站的相关订单。 ...

（文章来源：证券日报） 证券日报网讯 1月27日，雪人集团在互动平台回答投资者提问时表示，公司生产的大型氦气压缩机，为 液氦到超流氦温区国家重大低温装备的国产化奠定了基础，该产品可应用于航空航天领域。该类业务收 入占公司营业总收入比例较小，敬请广大投资者注意二级市场交易风险，理性投资决策，避免因概念炒 作造成投资损失。 ...

Investment Rating - The report maintains an "Overweight" rating for the power equipment sector [6] Core Insights - The report highlights new opportunities in the photovoltaic industry driven by space solar power initiatives and rising prices of battery components [1][17] - It emphasizes the importance of supply-side reforms and technological advancements in creating long-term growth opportunities within the industry [1][19] - The report identifies key companies to watch in various segments, including supply chain price increases, new technology growth, and perovskite solar cell developments [1][19][21] Summary by Sections Photovoltaics - The price of multi-crystalline silicon n-type raw materials remains stable, with an average transaction price of 59,200 RMB per ton [17] - N-type battery cell prices have increased to 0.42 RMB per watt, with a price range of 0.40-0.43 RMB per watt [17] - The report notes that rising silver prices have led to increased component costs, with distributed component prices now ranging from 0.70 to 0.80 RMB per watt [17] - SpaceX and Tesla plan to achieve a combined solar manufacturing capacity of 200GW annually in the U.S. within three years, with 40GW dedicated to space solar power [1][18] - Key companies to focus on include Tongwei Co., GCL-Poly, LONGi Green Energy, JA Solar, and Trina Solar for supply-side reform opportunities [1][19] Wind Power & Grid - The Netherlands will launch a 1GW offshore wind project tender in September 2026, with a subsidy budget of approximately 32.45 billion RMB [19][20] - Turkey plans to initiate its first offshore wind tender by the end of 2026, aiming for 5GW of installed capacity by 2035 [19][20] - Southern Power Grid has set a fixed asset investment of 180 billion RMB for 2026, focusing on new power system construction and strategic emerging industries [20] - Companies to watch include Goldwind, Yunda, Mingyang Smart Energy, and Sany Heavy Energy in the wind turbine sector [20] Hydrogen Energy - A ceremony for the operation of 300 hydrogen fuel heavy trucks was recently held, showcasing advancements in hydrogen energy technology [3][21] - The trucks are equipped with a 130kW fuel cell system and can achieve a range of over 600 kilometers [3][21] - Key companies in this sector include Shuangliang Energy, Huadian Heavy Industry, and Shenghui Technology [3][21] Energy Storage - The report forecasts that new energy storage installations in China will reach 58.6GW/175.3GWh in 2025, a year-on-year increase of 38%/60% [4][22] - The average bid price for 2-hour energy storage systems is projected to be 0.55 RMB/Wh in 2025, down 16.9% from 2024 [4][22] - Companies to focus on include Sungrow Power, Canadian Solar, and Kehua Data for large-scale energy storage opportunities [4][22] New Energy Vehicles - CATL launched the "Tianxing II" series solutions for light commercial vehicles, including the industry's first intelligent battery management application [5][27] - The solutions cater to various scenarios, including high-frequency urban distribution and extreme temperature conditions [5][27] - Key companies in the battery sector include CATL, Penghui Energy, and Guoxuan High-Tech [5][29]

| 代码 | 基金名称 | | --- | --- | | 026568.OF | 天弘悦享臻选三个月持有混合 | | 026569.OF | 天弘悦享臻选三个月持有混合 | 二、融资融券情况 昨日沪深两市的融资融券余额为27159.27亿元，其中融资余额26985.57亿元，融券余额173.7亿元。两市融资融券余额较前一交易日增加39.52亿元。分市场来 看，沪市两融余额为13767.95亿元，相较前一交易日增加21.87亿元；深市两融余额13391.33亿元，相较前一交易日增加17.66亿元。 两市共有3477只个股有融资资金买入，其中中际旭创、新易盛、澜起科技排名前三，买入金额分别38.23亿元、25.62亿元、22.56亿元。融资买入额前10个股 详情见下表： | 代码 | 股票名称 | 融资买入额(亿元 | | --- | --- | --- | | 300308.SZ | 中际旭创 | 38.23 | | 300502.SZ | 新易盛 | 25.62 | | 688008.SH | 澜起科技 | 22.56 | | 600879.SH | 航天电子 | 20.66 | | 688041.SH | ...

雪人集团今日涨停，全天换手率22.33%，成交额31.83亿元，振幅8.52%。龙虎榜数据显示，机构净买入 1340.80万元，深股通净买入731.08万元，营业部席位合计净买入2.95亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达9.31%上榜，机构专用席位净买入1340.80万元，深股 通净买入731.08万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交11.20亿元，其中，买入成交额为7.18亿 元，卖出成交额为4.02亿元，合计净买入3.16亿元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买五、卖二、卖四、卖五，合计买入 金额1.55亿元，卖出金额1.42亿元，合计净买入1340.80万元，深股通为第一大买入营业部及第一大卖出 营业部，买入金额为2.13亿元，卖出金额为2.06亿元，合计净买入731.08万元。 近半年该股累计上榜龙虎榜31次，上榜次日股价平均涨1.40%，上榜后5日平均涨0.38%。 资金流向方面，今日该股主力资金净流入6.86亿元，其中，特大单净流入6.51亿元，大单资金净流入 3423.91万元。近5日主力资金净流出4.00亿元。 融资融券 ...

Market Overview - On January 22, the Shanghai Composite Index rose by 0.14% to 4122 points, the Shenzhen Component Index increased by 0.5%, and the ChiNext Index gained 1.01% with a total market turnover of 2.72 trillion yuan, over 3500 stocks rising [1] Stock Highlights - Jia Mei Packaging (002969) surged by 49.99% to 21.35 yuan, driven by a change in control and its leading position in three-piece cans [2] - Fenglong Co., Ltd. (002931) increased by 10.01% to 90.48 yuan, benefiting from a major investment by UBTECH and its association with robotics [2] - Jiuding New Materials (002201) rose by 10.00% to 13.86 yuan, linked to fiberglass new materials and commercial aerospace [2] - Jianghua Micro (603078) gained 9.99% to 28.51 yuan, following a state-owned enterprise takeover and its focus on chip materials [2] - Aviation Power Technology (600391) increased by 10.00% to 53.36 yuan, associated with military equipment and central enterprise backing [2] Trading Dynamics - The top three net buying stocks on the day were Pengding Holdings (002938) with 325 million yuan, Snowman Group (002639) with 316 million yuan, and Baiyin Nonferrous Metals (601212) with 257 million yuan [3] - The top three net selling stocks were Hunan Baiyin (002716) with 659 million yuan, Founder Electric (002196) with 281 million yuan, and Yifan Transmission (301023) with 152 million yuan [6] Industry Trends - The commercial aerospace industry is experiencing significant growth, with a report from Galaxy Securities indicating a dual push from both demand and supply sides [11] - SpaceX is reportedly advancing its IPO plans, aiming for completion by July this year, which could further stimulate interest in the commercial aerospace sector [10] Company Developments - Shenxinfu (300454) saw a trading halt with a 20.00% increase, with a turnover of 38.28 billion yuan and a net institutional buy of 269.31 million yuan [12] - The company has established a strong presence in AI computing and security solutions, with significant user adoption and market share [15] Notable Stocks - Guohua Technology (001389) and Qiaoyuan Co., Ltd. (002131) both saw significant trading activity, with Guohua Technology rising by 10.00% and Qiaoyuan Co., Ltd. declining by 10.04% [16][19] - The stock of Hunan Baiyin (002716) experienced a notable increase of 9.97% with a high turnover rate of 32.27% [17]

截至1月22日收盘，天然气概念上涨2.76%，位居概念板块涨幅第9，板块内，141股上涨，特瑞斯30%涨 停，洲际油气、蓝焰控股、雪人集团等涨停，中泰股份、石化油服、潜能恒信等涨幅居前，分别上涨 15.07%、8.79%、8.64%。跌幅居前的有洪田股份、乐山电力、积成电子等，分别下跌3.62%、3.49%、 3.42%。 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002639 | 雪人集 团 | 9.99 | 22.33 | 68563.73 | 21.54 | | 600028 | 中国石 化 | 4.19 | 0.47 | 31213.97 | 11.30 | | 000407 | 胜利股 份 | 9.92 | 14.65 | 21251.31 | 31.94 | | 600871 | 石化油 服 | 8.79 | 3.95 | 20190.45 | 14.64 | | 600759 | 洲际油 气 | 10 ...

Group 1 - The general equipment sector increased by 0.4% on January 22, with Rui Xin Technology leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - Rui Xin Technology's stock price rose by 19.98% to 21.62, with a trading volume of 282,800 shares and a transaction value of 576 million yuan [1] Group 2 - The general equipment sector saw a net inflow of 787 million yuan from institutional investors, while retail investors experienced a net outflow of 645 million yuan [2] - The top gainers in the general equipment sector included Youji Co., Ltd. with an 11.76% increase and Tengda Technology with a 10.01% increase [1] - The stock of Lio Co., Ltd. fell by 10.04% to 8.42, with a trading volume of 343,700 shares and a transaction value of 289 million yuan [2] Group 3 - Snowman Group had a net inflow of 665 million yuan from institutional investors, while retail investors had a net outflow of 489 million yuan [3] - The stock of Giant Lifting Tools saw a net inflow of 310 million yuan from institutional investors, with a net outflow of 169 million yuan from retail investors [3] - Tengda Technology experienced a net inflow of 164 million yuan from institutional investors, while retail investors had a net outflow of 74 million yuan [3]