Market Overview - The Shanghai Composite Index rose by 0.08% to close at 4116.94 points, with a daily high of 4135.96 points [1] - The Shenzhen Component Index increased by 0.7% to close at 14255.12 points, reaching a peak of 14320.94 points [1] - The ChiNext Index gained 0.54%, closing at 3295.52 points, with a maximum of 3329.5 points [1] Margin Trading and Securities Lending - The total margin trading and securities lending balance in the Shanghai and Shenzhen markets reached 27119.75 billion yuan, with a financing balance of 26945.23 billion yuan and a securities lending balance of 174.52 billion yuan [2] - This represents an increase of 115.92 billion yuan compared to the previous trading day [2] - The Shanghai market's margin trading balance was 13746.08 billion yuan, up by 101.13 billion yuan, while the Shenzhen market's balance was 13373.67 billion yuan, increasing by 14.8 billion yuan [2] Fund Issuance - Seven new funds were launched yesterday, including: - E Fund Hong Kong Stock Connect Consumer Mixed A - E Fund Hong Kong Stock Connect Consumer Mixed C - Huitianfu Gain Return Bond A - Huaxia CSI 500 Free Cash Flow ETF Link C - Huitianfu Gain Return Bond C - Huaxia CSI 500 Free Cash Flow ETF Link A - E Fund Shanghai Composite ETF [4] Top Net Purchases on the Dragon and Tiger List - The top 10 net purchases on the Dragon and Tiger list included: - Zhongtung High-tech with a net purchase of 57664.7 million yuan - Longxin Technology with 26946.73 million yuan - Dazhu CNC with 25319.57 million yuan - Zhongrong Electric with 21762.39 million yuan - Tongfu Microelectronics with 20382.62 million yuan [6]

Core Insights - The company, Xinwei Communication, is positioned as a key player in the supply chain of global tech giants, leveraging its core RF technology to penetrate various industries including AI smart terminals, commercial aerospace, and smart vehicles [1][6] - The company is proactively laying the groundwork for 6G core technologies, aiming to capitalize on the next wave of communication advancements [1][4] AI Smart Terminals - Xinwei Communication has developed a comprehensive solution covering mobile phones, AI glasses, and VR/AR devices, focusing on signal perception and high-speed connectivity [2] - The company is a core supplier of RF and charging solutions for major manufacturers like Apple, Huawei, and Xiaomi, participating deeply in flagship model supply chains [2] - In the AI terminal and XR fields, Xinwei provides antenna and structural solutions for companies like Meta and Google, with products currently in the sampling and validation stages [2] Commercial Aerospace - As satellite internet enters a phase of large-scale deployment, Xinwei has established itself as a core supplier of key components in commercial aerospace, particularly in LCP millimeter-wave antennas [3] - The company is the exclusive supplier of certain components for SpaceX's Starlink project, providing millimeter-wave connectors and satellite LCP antennas [3] - Xinwei is also involved in domestic satellite network projects, supplying LCP antenna arrays and RF devices, thus becoming a major supplier in the domestic commercial aerospace sector [3] Smart Vehicles - Xinwei Communication is extending its technology from AI smart terminals to automotive-grade products, including vehicle antennas, wireless charging, and high-speed connectors [4] - The company is a core supplier for Tesla, providing 5G vehicle antennas and millimeter-wave radar connectors for multiple models [4] - Xinwei is working towards becoming a primary supplier for BYD in the vehicle antenna and wireless charging module sectors [4] 6G Technology Development - The company is actively involved in the research and development of 6G technologies, having already established over 300 key technology reserves [4][5] - Xinwei is focusing on critical technologies such as intelligent super surfaces and LCP materials, while also advancing the pre-research and validation of automotive-grade 6G communication components [4][5] - The company aims to become a core supplier in the next-generation communication ecosystem, leveraging its early technological advantages [6]

（编辑 楚丽君） 证券日报网讯 1月21日，信维通信在互动平台回答投资者提问时表示，公司从2021年开始服务于北美大 客户，并连续多年是该客户卫星地面终端产品部分零部件的独家供应商，目前双方合作的产品品类和业 务规模持续扩大。另外，公司新增另一家北美商业卫星客户，提供包括天线、连接器等在内的产品解决 方案并已出货。 ...

证券日报网讯1月21日，信维通信（300136）在互动平台回答投资者提问时表示，公司已与客户在各领 域均已开展合作，正在加快推进更多业务的落地。 ...

格隆汇1月21日丨信维通信(300136.SZ)在互动平台表示，公司已与无人机领域相关重要客户开展合作， 提供毫米波雷达天线及模组等重要产品。 ...

Market Overview - On January 21, the Shanghai Composite Index rose by 0.08%, the Shenzhen Component Index increased by 0.70%, the ChiNext Index went up by 0.54%, and the CSI 300 Index gained 0.09% [1] - Among the tradable A-shares, 3,095 stocks rose, accounting for 56.64%, while 2,197 stocks declined [1] Capital Flow - The net inflow of main funds for the day was 11.983 billion yuan [1] - The ChiNext saw a net outflow of 5.221 billion yuan, while the STAR Market had a net inflow of 3.457 billion yuan [1] - The CSI 300 constituent stocks experienced a net inflow of 13.627 billion yuan [1] Industry Performance - Out of the 18 primary industries classified by Shenwan, 14 saw net inflows of main funds, with the electronic industry leading with a net inflow of 16.369 billion yuan and a daily increase of 2.62% [1] - The non-ferrous metals industry also performed well, with a daily increase of 2.79% and a net inflow of 7.289 billion yuan [1] - Conversely, 17 industries experienced net outflows, with the electric equipment industry leading the outflow at 6.688 billion yuan despite a slight increase of 0.21% [1] Detailed Industry Data - The electronic industry had a daily increase of 2.62% with a capital inflow of 16.369 billion yuan [2] - The non-ferrous metals industry rose by 2.79% with a capital inflow of 7.289 billion yuan [2] - The banking sector saw a decline of 1.58% with a capital outflow of 4.47 billion yuan [2] - The coal industry decreased by 1.57% with a minimal capital inflow of 0.34 billion yuan [2] - The defense and military industry had a slight decline of 0.06% with a significant capital outflow of 2.906 billion yuan [2] Individual Stock Performance - A total of 2,282 stocks experienced net inflows, with 1,015 stocks having inflows exceeding 10 million yuan [2] - The stock with the highest net inflow was Zhongke Shuguang, which rose by 6.93% with a net inflow of 1.651 billion yuan [2] - Other notable stocks with significant inflows included China Great Wall and Industrial Fulian, with net inflows of 1.498 billion yuan and 1.486 billion yuan, respectively [2] - Conversely, 136 stocks had net outflows exceeding 100 million yuan, with XW Communication, Tebian Electric, and Shanzigaoke leading the outflows at 1.692 billion yuan, 1.270 billion yuan, and 1.048 billion yuan, respectively [2]

截至1月21日收盘，富士康概念上涨2.76%，位居概念板块涨幅第9，板块内，90股上涨，致尚科技20% 涨停，广合科技、快克智能、奥士康等涨停，金太阳、罗博特科、科创新源等涨幅居前，分别上涨 19.96%、14.73%、13.23%。跌幅居前的有信维通信、圣晖集成、银邦股份等，分别下跌10.16%、 5.23%、2.19%。 | | 子 | | | | | | --- | --- | --- | --- | --- | --- | | 002182 | 宝武镁 业 | 3.21 | 7.48 | 11363.63 | 9.10 | | 300503 | 昊志机 电 | 2.92 | 17.04 | 11035.66 | 4.01 | | 300606 | 金太阳 | 19.96 | 44.16 | 9646.54 | 5.25 | | 603626 | 科森科 技 | 3.06 | 11.81 | 8782.37 | 5.44 | | 300602 | 飞荣达 | 7.05 | 10.41 | 8381.85 | 6.1 1 | | 002009 | 天奇股 份 | 3.18 | 20.10 | 8258.0 ...

Market Overview - As of January 21, the Shanghai Composite Index closed at 4116.94 points, up by 3.29 points, with a growth rate of 0.08% [1] - The Shenzhen Component Index closed at 14255.13 points, increasing by 99.50 points, representing a growth rate of 0.70% [1] - The ChiNext Index closed at 3295.52 points, rising by 17.54 points, with a growth rate of 0.54% [1] High Turnover Stocks - A total of 80 A-shares had a turnover rate exceeding 20% on this day, with Aisheren reaching a turnover rate of over 50% [1] - The stock Aisheren had a closing price of 44.04 yuan, with a turnover rate of 78.23% and a significant increase of 175.59% [1] - Other notable stocks with high turnover rates include: - Nabai Chuan: Closing price 86.26 yuan, turnover rate 44.53%, increase of 9.87% [1] - Guangdian Electric: Closing price 6.09 yuan, turnover rate 44.40%, increase of 9.93% [1] - Jintaiyang: Closing price 39.13 yuan, turnover rate 44.16%, increase of 19.96% [1] Additional High Turnover Stocks - Other stocks with notable turnover rates include: - Blue Arrow Electronics: Closing price 36.75 yuan, turnover rate 43.18%, increase of 2.45% [1] - Sanbian Technology: Closing price 21.06 yuan, turnover rate 41.55%, decrease of 8.03% [1] - Hongbaoli: Closing price 9.59 yuan, turnover rate 39.79%, increase of 9.98% [1] - The stock with the highest turnover rate in the second list is Tai Li Technology, with a turnover rate of 28.52% and an increase of 6.32% [2] Summary of Notable Stocks - The stock with the highest turnover in the third list is Tian Di Online, with a turnover rate of 22.08% and an increase of 10.01% [3] - Other significant stocks include: - New Henghui: Closing price 85.76 yuan, turnover rate 22.04%, increase of 2.22% [3] - Jiangtian Chemical: Closing price 31.56 yuan, turnover rate 22.01%, increase of 4.12% [3]

Volatility - A total of 12 stocks in the A-share market experienced a volatility exceeding 20% today, with Jin Sun and Jin Modern leading the list [1] Turnover Rate - There were 6 stocks in the A-share market with a turnover rate exceeding 40% today, with Guangdian Electric and Hongbaoli at the forefront [1] Main Capital Flow - Main capital saw a net inflow into the electronics and non-ferrous metals sectors, while experiencing a net outflow from the power equipment and national defense sectors [1] - The stocks with the highest net inflow included China Great Wall (14.27 billion), New Yisheng (12.14 billion), Huaten Technology (10.87 billion), Tongfu Microelectronics (10.17 billion), and Shengxin Lithium Energy (6.68 billion) [1] - The stocks with the highest net outflow included Xinwei Communication (17.59 billion), Shanzi Gaoke (10.52 billion), Zhongji Xuchuang (8.39 billion), Goldwind Technology (8.15 billion), and Xiangnong Xinchuan (7.8 billion) [1]

1月21日，A股市场冲高回落，截至收盘，沪指涨0.08%，深成指涨0.7%，创业板指涨0.54%，科创综指 涨2.32%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | the control control concession in the control of the controllers and | 4116.94c | 3.29 | 0.08% | | 399001 | 深证成指 | S | 14255.13c | 99.50 | 0.70% | | 399006 | 创业板指 | In | 3295.52c | 17.54 | 0.54% | | 000680 | 科创综指 | Non m | 1862.69c | 42.21 | 2.32% | 盘面上，半导体、AI算力产业链集体爆发，GPU、先进封装、CPO方向齐上涨。有色金属板块活跃，黄 金股掀涨停潮，锂矿、铜矿涨幅靠前。银行、煤炭、白酒、零售板块走弱。 具体来看，贵金属板块集体爆发，招金黄金、四川黄金、西部 ...