Core Viewpoint - The data indicates significant outflows of capital from various stocks, with notable losses in both percentage and monetary terms across multiple sectors, particularly in metals, communication equipment, and renewable energy [1][2][3] Group 1: Stock Performance and Capital Outflow - Zijin Mining experienced a capital outflow of 2.275 billion, with a decline of 4.37% [2] - Xinyi Technology saw an outflow of 1.816 billion, with a decrease of 4.06% [2] - Aerospace Development had a capital outflow of 1.691 billion, reflecting a drop of 1.54% [2] - TBEA reported an outflow of 1.553 billion, with a decline of 5.05% [2] - Goldwind Technology faced a capital outflow of 1.217 billion, down by 9.02% [2] - Luoyang Molybdenum experienced an outflow of 1.203 billion, with a decrease of 6.34% [2] - BlueFocus Media saw an outflow of 1.145 billion, down by 5.76% [2] - Longi Green Energy had a capital outflow of 1.106 billion, with a decline of 5.59% [2] - Zhongjin Gold experienced an outflow of 1.033 billion, down by 5.20% [2] - Shanzhi High-Tech saw an outflow of 0.975 billion, with a decrease of 6.23% [2] - Sungrow Power Supply experienced an outflow of 0.963 billion, down by 4.12% [2] Group 2: Additional Stocks and Their Performance - Xinyi Silver experienced a capital outflow of 0.850 billion, with a decline of 6.33% [3] - China Western Power saw an outflow of 0.833 billion, down by 7.14% [3] - Inovance Technology had a capital outflow of 0.811 billion, with a decrease of 6.62% [3] - Sanhua Intelligent Control experienced an outflow of 0.806 billion, down by 3.04% [3] - TCL Zhonghuan saw an outflow of 0.781 billion, with a slight increase of 1.61% [3] - Jiangxi Copper experienced a capital outflow of 0.707 billion, down by 5.10% [3] - Shandong Gold saw an outflow of 0.683 billion, with a decline of 3.92% [3] - SMIC experienced a capital outflow of 0.676 billion, down by 2.65% [3] - Jiejia Weichuang faced an outflow of 0.626 billion, with a significant drop of 12.39% [3]

| 中金黄金 | -4.59 | -7.71亿元 | 贵金属 | | --- | --- | --- | --- | | 阳光电源 | -3.93 | -7.63亿元 | 光伏设备 | | 中国西电 | -6.82 | -7.30亿元 | 电网设备 | | 三花智控 | -2.57 | -6.97亿元 | 家电行业 | | 英维克 | -5.94 | -6.51亿元 | 专用设{ | | 山东黄金 | -4.21 | -6.37亿元 | 贵金属 | | 中芯国际 | -2.59 | -6.34亿元 | 未营体 | | 江西铜业 | -4.03 | -6.12亿元 | 有色金属 | | 北方稀土 | -5.27 | -6.00亿元 | 小金属 | *数据仅供参考，不构成投资建议 据交易所数据显示，截至2月5日午后一小时，主力资金流出前20的股票分别为： 紫金矿业（-21.88亿元）、 新易盛（-15.92亿元）、 特变电工（-13.23亿 元）、 航天发展（-12.66亿元）、 洛阳钼业（-11.69亿元）、 金风科技（-11.46亿元）、 蓝色光标（-10.63亿元）、 隆基绿能（-10.50亿元）、 山子高 ...

2月4日，英维克跌5%，截至发稿，报104.28元/股，成交48.27亿元，换手率5.30%，总市值1018.35亿 元。 兴业中证500ETF（510570）基金经理为徐成城、张诗悦。 截至发稿，徐成城累计任职时间9年4天，现任基金资产总规模14.92亿元，任职期间最佳基金回报 769.46%， 任职期间最差基金回报-58.42%。 张诗悦累计任职时间5年33天，现任基金资产总规模8.27亿元，任职期间最佳基金回报63.64%， 任职期 间最差基金回报-28.41%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，深圳市英维克科技股份有限公司位于广东省深圳市龙华区观澜街道观光路1303号鸿信工业园 9号厂房1-3楼，成立日期2005年8月15日，上市日期2016年12月29日，公司主营业务涉及精密温控节能 设备的研发、生产、销售;轨道交通列车空调、架修及维护服务、传统客车空调等。主营业务收入构成 为 ...

截至发稿，杨梦累计任职时间7年181天，现任基金资产总规模199.22亿元，任职期间最佳基金回报 213.23%， 任职期间最差基金回报-27.34%。 数据显示，博道基金旗下1只基金重仓英维克。博道中证500增强A（006593）四季度持有股数32.84万 股，占基金净值比例为1.44%，位居第一大重仓股。根据测算，今日浮亏损失约180.31万元。 博道中证500增强A（006593）成立日期2019年1月3日，最新规模14.21亿。今年以来收益10.43%，同类 排名767/5562；近一年收益51.2%，同类排名1164/4285；成立以来收益209.27%。 博道中证500增强A（006593）基金经理为杨梦。 2月4日，英维克跌5%，截至发稿，报104.28元/股，成交48.27亿元，换手率5.30%，总市值1018.35亿 元。 资料显示，深圳市英维克科技股份有限公司位于广东省深圳市龙华区观澜街道观光路1303号鸿信工业园 9号厂房1-3楼，成立日期2005年8月15日，上市日期2016年12月29日，公司主营业务涉及精密温控节能 设备的研发、生产、销售;轨道交通列车空调、架修及维护服务、传统客车 ...

Core Viewpoint - The performance of the storage battery ETF Guangfa (159305) shows a slight decline, indicating market volatility in the energy storage sector [1] Group 1: ETF Performance - As of the midday close on February 4, the storage battery ETF Guangfa (159305) decreased by 0.63%, priced at 1.883 yuan, with a trading volume of 6.08 million yuan [1] - The performance benchmark for the storage battery ETF Guangfa is the return rate of the National Securities New Energy Battery Index during the same period [1] - Since its establishment on September 18, 2024, the fund has achieved a return of 89.55%, with a one-month return of 2.46% [1] Group 2: Major Holdings - Key stocks in the storage battery ETF include: - Contemporary Amperex Technology Co., Ltd. (宁德时代) increased by 1.58% - Sungrow Power Supply Co., Ltd. (阳光电源) decreased by 0.27% - EVE Energy Co., Ltd. (亿纬锂能) decreased by 1.24% - Inovance Technology Co., Ltd. (英维克) decreased by 3.55% - Guoxuan High-Tech Co., Ltd. (国轩高科) decreased by 1.82% - Magpower Technology Co., Ltd. (麦格米特) decreased by 1.40% - Sunwoda Electronic Co., Ltd. (欣旺达) decreased by 0.73% - Deyi Co., Ltd. (德业股份) increased by 0.35% - Keda Technology Co., Ltd. (科达利) increased by 0.01% - Jinpan Technology Co., Ltd. (金盘科技) increased by 2.42% [1]

英维克跟踪点评:根据市场消息，上周四五，谷歌到英维克把26年订单锁死，涉及金额7-8亿美金(50-60亿人民 币)。 上周一去天弘 (谷歌的代工厂商) 去英维克催产能，要求新增十几条线，不仅为谷歌，也为Meta、openai、天弘本身 交换机等液冷需求。 上周一去天弘 (谷歌的代工厂商) 去英维克催产能，要求新增十几条线，不仅为谷歌，也为Meta、openai、天弘本身 交换机等液冷需求。 英维克跟踪点评:根据市场消息，上周四五，谷歌到英维克把26年订单锁死，涉及金额7-8亿美金(50-60亿人民 币)。 ...

截至发稿，吴逸累计任职时间6年65天，现任基金资产总规模79.18亿元，任职期间最佳基金回报 133.93%， 任职期间最差基金回报-40.88%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，东财基金旗下1只基金重仓英维克。中证500ETF基金（159337）四季度持有股数3.58万股， 占基金净值比例为0.65%，位居第一大重仓股。根据测算，今日浮盈赚取约18.94万元。 中证500ETF基金（159337）成立日期2024年9月2日，最新规模5.85亿。今年以来收益7.6%，同类排名 748/5562；近一年收益45.95%，同类排名1253/4285；成立以来收益79.97%。 中证500ETF基金（159337）基金经理为吴逸。 2月3日，英维克涨5.1%，截至发稿，报109.10元/股，成交67.24亿元，换手率7.50%，总市值1065.42亿 元。 资料显示，深圳市英维克科技股份有限 ...

Summary of Key Points from Conference Call Records Industry Focus - The focus is on the optical communication industry, particularly companies such as Zhongji Xuchuang, Xinyi Sheng, Runze Technology, Yuanjie Technology, Shijia Photon, and Yingweik [1][1]. Core Insights and Arguments - Zhongji Xuchuang and Xinyi Sheng have announced impressive earnings forecasts for 2025, with expected profit growth rates of 108% and 240% respectively. After accounting for foreign exchange and impairment, the organic growth rates are even stronger [1][1]. - Zhongji Xuchuang is expected to enhance its profitability driven by 1.6T and silicon photonics technologies. The current period is critical for valuation and expectation transitions, with product technology iterations and material reserves for 2026-2027 being key factors determining stock price ceilings [1][1]. - The upcoming earnings season for tech giants and significant industry conferences such as GTC/OFC are seen as important catalysts for the sector, with a focus on companies like Zhongji Xuchuang, Xinyi Sheng, Tianfu, and Huagong, as well as optical chips and devices from Yuanjie, Shijia, and Guangku [1][1]. Additional Important Insights - There is a strong demand for optical communication, with silicon photonics and CPO (Co-Packaged Optics) being highlighted as areas of growth. NVIDIA has officially included silicon photonics and CPO in its technology roadmap, marking 2026 as a pivotal year for large-scale commercialization [2][2]. - The supply-demand gap for optical chips is increasing, with Lumentum reporting a gap of 25-30% by the end of last year, leading to clear expectations for price increases [2][2]. - The optical fiber and cable supply gap and price recovery opportunities have been emphasized, with Corning's stock rising significantly. The price of G.652.D bare fiber has surpassed 30 yuan per core kilometer, with actual transaction prices concentrated between 40-50 yuan, indicating an upward cycle in the industry [3][3]. - The optical fiber and cable price elasticity is underestimated, with the industry entering an upward cycle due to upstream capacity bottlenecks. Both special and ordinary optical fibers are currently in a tight supply-demand balance, warranting further re-evaluation opportunities [3][3]. - The IDC (Internet Data Center) industry chain is expected to benefit from chip supply, capital expenditure demands, and the iteration of domestic AI models and applications. Key areas of focus include core IDC manufacturers bound to cloud providers and related sectors such as power supply and temperature control [3][3].

证券日报网讯2月2日，英维克（002837）在互动平台回答投资者提问时表示，公司于每月初在互动 易"公司声音"栏目中发布上月末股东人数信息，如有需要可定期查阅"公司声音"了解相关信息。 ...

Core Viewpoint - The company is exploring the concept of space computing powered by solar energy, but acknowledges that this area is still in the early stages of exploration with significant uncertainties regarding technical feasibility, economic viability, and scalability [2] Group 1 - The company has noted investor interest in the intersection of space computing and solar energy [2] - The exploration of this direction is still in its infancy, indicating that it is not yet a mature field [2] - There are considerable uncertainties related to the technical, economic, and scalable aspects of this potential business [2]