（原标题：中国中冶12月9日龙虎榜数据） 中国中冶(601618)今日跌停，全天换手率4.36%，成交额23.94亿元，振幅5.90%。龙虎榜数据显示，机构净买入4599.93万元，沪股通净卖出 3597.77万元，营业部席位合计净卖出1.30亿元。 上交所公开信息显示，当日该股因日跌幅偏离值达-9.66%上榜，机构专用席位净买入4599.93万元，沪股通净卖出3597.77万元。 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4.97亿元，其中，买入成交额为1.88亿元，卖出成交额为3.09亿元，合计净卖出1.20 亿元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买二，合计净买入4599.93万元，沪股通为第三大买入营业部及第二大卖出营业 部，买入金额为4559.37万元，卖出金额为8157.14万元，合计净卖出3597.77万元。 资金流向方面，今日该股主力资金净流出4.86亿元，其中，特大单净流出4.99亿元，大单资金净流入1259.89万元。近5日主力资金净流出3.31亿 元。 融资融券数据显示，该股最新（12月8日）两融余额为16.71亿元，其中，融资余额为16.68亿元 ...

其中，在此次高达606.76亿元的资产出售计划中，中国中冶拟将所持有的中冶置业100%的股权及公司 对中冶置业的标的债权一并出售给五矿地产控股，将所持有的有色院、中冶铜锌、瑞木管理100%的股 权和中冶金吉67.02%的股权出售给中国五矿，公司控股子公司中国华冶拟将其持有的华冶杜达100%的 股权出售给中国五矿或其指定主体。 MACD金叉信号形成，这些股涨势不错！ 上证报中国证券网讯（记者 何昕怡）12月9日，中国中冶股价突发异动，A股股价触及跌停，报3.05元/ 股；港股股价一度跌超20%。 12月8日晚间，中国中冶披露出售资产暨关联交易的公告。公告显示，中国中冶拟将旗下包括房地产、 有色矿产设计与开发在内的多项资产打包出售，交易总对价高达606.76亿元。 来源：上海证券报·中国证券网 ...

Core Viewpoint - China Metallurgical Group Corporation (China MCC) announced a significant transaction involving the sale of various assets to China Minmetals, aimed at optimizing resource allocation and focusing on core business areas [2][4]. Group 1: Transaction Details - China MCC plans to sell 100% equity of MCC Real Estate and related debts to Minmetals Real Estate for approximately 312.4 billion yuan, which constitutes over half of the total transaction value of 606.76 billion yuan [3][8]. - The transaction includes the sale of 100% equity of several subsidiaries, including the Nonferrous Institute and MCC Copper Zinc, to China Minmetals [2][4]. Group 2: Strategic Implications - This transaction is part of a broader strategy to respond to the central government's call for state-owned enterprises to focus on their main responsibilities and optimize resource allocation, thereby enhancing core competitiveness and sustainable profitability [4][6]. - Post-transaction, China MCC will concentrate on metallurgical engineering, non-ferrous and mining engineering construction, high-end infrastructure, industrial construction, and emerging industries [4][6]. Group 3: Historical Context - The transaction marks a significant step in the integration process between China MCC and China Minmetals, which has been anticipated since their merger announcement ten years ago [5][6]. - Both companies have faced challenges in achieving operational performance and have been under pressure to reduce competition between their real estate segments [9][10]. Group 4: Market Conditions - The real estate sector has been under significant pressure, with both China MCC and Minmetals Real Estate experiencing declines in revenue and profits due to market adjustments [9]. - Minmetals Real Estate has reported losses for three consecutive years and is undergoing privatization to enhance operational flexibility and focus on core business areas [9][10].

来源：中国房地产报 央企内部资源整合，既保住国有资产不流失，又实现内部专业化分工。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ "这是一次教科书级的'瘦身强体'。央企内部资源整合，既保住国有资产不流失，又实现内部专业化分 工。"眺远咨询董事长兼CEO高承远认为。 有分析认为，从资产规模看，中冶置业与五矿地产两家企业合并后将诞生一个央企地产新巨头，资产规 模有望突破千亿元。 中冶置业成立于2001年，主要布局京津冀、长三角、粤港澳大湾区三大国家战略高地以及长江经济带， 构筑了"3+1+N"战略版图，主营业务为房地产开发与销售，同时涵盖物业管理、商业地产、文旅康养、 产业园区、主题乐园等多元化业务领域。 近年来，中冶置业的发展持续承压。2024年，企业亏损额为48.5亿元。进入2025年，其亏损状况并未扭 转，截至6月30日，中冶置业营业收入为31.92亿元，同比增长了43.85%，然而，公司利润总额却亏损 18.34亿元，净利润亏损17.77亿元。近年来，房地产业务出现去化周期拉长、资金压力加大，持续影响 公司的业绩表现与发展能力。 接盘方五矿地产也正处在艰难时刻。作为中国五矿集团 ...

从资金流向上来看，当日专业工程板块主力资金净流出6.06亿元，游资资金净流入1.95亿元，散户资金 净流入4.11亿元。专业工程板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月9日专业工程板块较上一交易日下跌2.65%，中国中冶领跌。当日上证指数报收于 3909.52，下跌0.37%。深证成指报收于13277.36，下跌0.39%。专业工程板块个股涨跌见下表： ...

Mergers and Acquisitions - China Metallurgical Group Corporation plans to sell assets worth 60.676 billion yuan to Minmetals Land and China Minmetals [1] - Shengda Resources intends to acquire 60% stake in Jinshi Mining for 500 million yuan [1] - Honghua Digital Science plans to acquire 49% stake in Shandong Yingkejie for 105 million yuan [1] - Weidi Co., Ltd. is set to acquire controlling stake in Jiangsu Jiuxing Precision Technology [1] Shareholding Changes - PIANO's controlling shareholder is planning a change in control, leading to stock suspension [1] - Tai Long Pharmaceutical's controlling shareholder will change to Jiangyao Holdings, with stock resuming trading [1] - ST Yishite's control will shift to Jingzhou State-owned Assets Supervision and Administration Commission [1] Buybacks and Reductions - Midea Group has completed its share buyback plan with a total amount reaching 10 billion yuan [1] - Helen Zhe plans to repurchase shares worth between 50 million to 100 million yuan [1] - Several companies, including Zhongfu Circuit and Keri International, are planning to reduce their shareholdings by up to 3% [1] Operational Data - Zhongtong Bus reported a sales volume of 1,133 units in November, marking a year-on-year increase of 39.53% [1] - Keming Foods' subsidiary saw a 110.77% year-on-year increase in pig sales revenue in November [2] - Yisheng Co., Ltd. reported a 28.43% decrease in sales revenue from white feather broiler chicks in November, totaling 215 million yuan [2] Major Investments - Cambridge Technology plans to invest 100 million USD in CIG USA to expand high-speed optical module production capacity in North America and Southeast Asia [2] - Zhejiang Rongtai intends to invest approximately 545 million yuan in Thailand for the production of 14,000 tons of mica paper and other products [2] - China Ocean Shipping Company plans to invest 258 million yuan in Shenshan Port Investment Company [2]

中国中冶今日跌10.03%，成交额23.94亿元，换手率4.36%，盘后龙虎榜数据显示，沪股通专用席位买入 4559.37万元并卖出8157.14万元，1家机构专用席位净买入4599.93万元，长城证券四川分公司净卖出 9835.06万元。 ...

Market Overview - The Hong Kong stock market indices declined again, with the Hang Seng Index falling 1.29% to 25,434.23 points and a total trading volume of HKD 210.236 billion [1] - The decline in the Hong Kong market is attributed to several factors, including a shrinking southbound capital flow, concerns over potential interest rate hikes by the Bank of Japan, and expectations that the Federal Reserve's upcoming rate cut may not be as dovish as anticipated [1] Blue Chip Performance - WuXi Biologics (02269) led the blue-chip stocks, rising 1.88% to HKD 33.56, contributing 3.64 points to the Hang Seng Index [2] - Other notable blue-chip performances included China Biologic Products (01177) up 1.33% and WuXi AppTec (02359) up 1.06%, while Xinyi Glass (00868) fell 8.11% and Chow Tai Fook (01929) dropped 4.82% [2] Sector Movements - Large technology stocks experienced declines, with Alibaba down 1.63% and Tencent down 0.41%. Chip stocks fell collectively after the announcement allowing NVIDIA to sell H200 chips to China, with SMIC down over 4% [3][5] - The real estate sector saw significant declines, particularly with Agile Group (03383) dropping 18.42% amid a court liquidation petition [4] - Industrial metals stocks, including Jiangxi Copper (00358) and China Aluminum (02600), faced notable declines, with Jiangxi Copper down 6.51% [3][4] Notable Company Developments - China Metallurgical Group (01618) saw a significant drop of 21.01% after announcing a cash transaction to sell its subsidiaries for approximately HKD 60.7 billion [6] - Gilead Sciences (01672) surged 18% following positive results from a clinical trial for its obesity treatment, with Citigroup expecting a positive market reaction [7] - E-Hi Auto (02858) rose 10.67% after renewing a strategic cooperation agreement with Tencent's subsidiary for used car services [8]

市场等待本周美联储议息会议，港股三大指数今日再度走低，恒指及国指均跌超1%，恒科指数一度跌 超2%。截止收盘，恒生指数跌1.29%或331.13点，报25434.23点，全日成交额为2102.36亿港元；恒生国 企指数跌1.62%，报8936.41点；恒生科技指数跌1.9%，报5554.68点。 中金指出，关于近期港股为何在三地中走得更弱，资金面上可以找到一些解释：1）南向过去几周持续 萎缩，港股不在基准的话可能导致调仓；对比之下，港股IPO 一点不少，且上半年集中上市的大票纷纷 到了6个月解禁期；2）日央行下周加息担忧挥之不去；3）美联储本周虽然降息，但觉得也很难鸽派， 所以美债利率不降反升，诸如此类。 蓝筹股表现 药明生物(02269)领涨蓝筹。截至收盘，涨1.88%，报33.56港元，成交额14.34亿港元，贡献恒指3.64点。 交银国际指，2025年CXO整体订单和业绩复苏势头明显。该行预计，随着下游融资边际改善+出海热潮 带动上游景气度逐步进一步回升，2026年板块有望维持较快的业绩增速。但在美国药品相关监管收紧、 新药研发难度升级的长期大趋势下，行业整合或才刚拉开序幕，未来将继续淘汰落后产能及企业 ...

1. 有色金属股跌幅居前。截至收盘，江西铜业（600362）股份(00358)跌6.51%，报33.58港元；洛阳钼业 （603993）(03993)跌6.42%，报17.92港元；中国铝业（601600）(02600)跌5.69%，报10.77港元；紫金矿 业（601899）(02899)跌4.24%，报32.5港元。 盘面上，大型科技股悉数下跌，阿里巴巴跌1.63%，腾讯跌0.41%。特朗普宣布允许英伟达对华出售 H200芯片，芯片股集体走低，中芯国际跌超4%，数据中心股万国数据则涨超2%；内房股普遍下行，雅 居乐集团跌超18%；水泥、钢铁、石油、航空股等承压。另一边，部分医药股逆势走强，歌礼制药 ASC30治疗肥胖症的13周II期研究取得积极顶线结果，股价劲升18%。 市场预计日本央行将调整加息步伐；欧洲央行执委Schnabel的鹰派讲话，促使市场押注明年加息；美联 储影子主席哈塞特发表的不够鸽派的言论，同样打压明年降息预期。分析人士指出，市场几乎已消化美 联储本周降息的预期，但投资者认为其政策声明和主席鲍威尔的讲话可能暗示进一步降息的门槛提高。 市场等待本周美联储议息会议，港股三大指数今日再度走低，恒 ...