证券之星消息，10月24日河南国企改革板块较上一交易日下跌1.48%，郑州煤电领跌。当日上证指数报收 于3950.31，上涨0.71%。深证成指报收于13289.18，上涨2.02%。河南国企改革板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002383 | 合众思壮 | > 1341.81万 | 7.50% | 607.13万 | 3.39% | -1948.94万 | -10.89% | | 600207 | 安彩高科 | 572.69万 | 5.56% | -1052.28万 | -10.22% | 479.59万 | 4.66% | | 002358 | 森源电气 | 254.95万 | 3.49% | 373.22万 | 5.11% | -628.17万 | -8.61% | | 600222 | 太龙药业 | 229.85万 | 2.41% | -64.55万 | -0.68% | ...

10月23日，A股和港股主要指数尾盘翻红。全市场1300余只ETF中，半数以上收涨。其中，煤炭、化 工、有色金属等行业主题ETF表现抢眼。 煤炭ETF表现抢眼 10月23日，煤炭板块行情领涨。按照申万一级行业分类，在30余个行业类别中，煤炭行业涨幅1.75%， 位居首位。主投煤炭板块的ETF涨幅靠前，煤炭ETF（515220）收涨2.46%，位居全市场ETF涨幅榜第 二。该ETF挂钩指数为中证煤炭指数，30只成分股中，29只收涨。其中，涨停板个股多达7只，分别为 陕西黑猫、山西焦化、云煤能源、上海能源、郑州煤电、大有能源、辽宁能源。值得注意的是，大有能 源已经连续8个交易日以涨停板报收。 业内人士分析称，煤炭板块大涨背后逻辑或为煤价高企叠加红利资产避险属性凸显。 此外，多只主投化工、稀有金属的ETF也有不错的涨幅。业内人士认为，这类资产上涨背后的逻辑或是 全球流动性宽松以及"反内卷"预期下的资源品涨价。 资金面出现避险迹象 ● 本报记者 张韵 资金流向方面，前一交易日（10月22日），ETF市场整体净流入约25亿元。黄金类ETF虽然大幅下跌， 但仍逆势获资金净流入。截至10月22日，本周净流出规模居前的多为主 ...

沪指10月23日上涨0.22%，申万所属行业中，今日上涨的有21个，涨幅居前的行业为煤炭、石油石化， 涨幅分别为1.75%、1.53%。煤炭行业位居今日涨幅榜首位。跌幅居前的行业为通信、房地产，跌幅分 别为1.51%、0.99%。 资金面上看，两市主力资金全天净流出337.33亿元，今日有6个行业主力资金净流入，煤炭行业主力资 金净流入规模居首，该行业今日上涨1.75%，全天净流入资金14.65亿元，其次是传媒行业，日涨幅为 0.90%，净流入资金为3.62亿元。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600121 | 郑州煤电 | 10.02 | 6.72 | 27106.21 | | 600740 | 山西焦化 | 10.07 | 6.80 | 18216.33 | | 601015 | 陕西黑猫 | 10.12 | 4.18 | 16858.63 | | 000983 | 山西焦煤 | 4.83 | 4.76 | 16838.79 | | 000723 | 美锦能源 | 3.67 ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 深圳国企改革 | 6.62 | 培育钻石 | -2.94 | | 赛马概念 | 2.45 | 共封装光学(CPO) | -1.32 | | MLOps概念 | 2.41 | 铜缆高速连接 | -1.24 | | 超导概念 | 2.03 | 重组蛋白 | -1.15 | | 煤炭概念 | 1.97 | 细胞免疫治疗 | -1.05 | | 量子科技 | 1.96 | 创新药 | -1.04 | | 盐湖提锂 | 1.79 | 同花顺果指数 | -1.00 | | 短剧游戏 | 1.77 | 华为手机 | -0.99 | | 共享单车 | 1.58 | 仿制药一致性评价 | -0.97 | | 煤化工概念 | 1.49 | 稀土永磁 | -0.96 | 资金面上看，今日煤炭概念板块获主力资金净流入12.38亿元，其中，45股获主力资金净流入，8股主力 资金净流入超亿元，净流入资金居首的是郑州煤电，今日主力资金净流入2.71亿元，净流入资金居前的 还有山西焦化、陕西黑猫、山西焦煤等，主力资金分 ...

证券之星消息，10月23日煤炭开采板块较上一交易日上涨1.18%，上海能源领涨。当日上证指数报收于 3922.41，上涨0.22%。深证成指报收于13025.45，上涨0.22%。煤炭开采板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 600508 | 上海能源 | 14.03 | 10.04% | | 30.45万 | 4.21亿 | | 600121 | 郑州煤电 | 5.60 | 10.02% | | 81.94万 | 4.49 Z | | 600403 | 大有能源 | 9.67 | 10.01% | | 70.25万 | 6.65亿 | | 600758 | 辽宁能源 | 4.73 | 10.00% | | 85.33万 | 3.93亿 | | 000983 | 山西焦煤 | 7.60 | 4.83% | | 220.64万 | 16.57亿 | | 600971 | 恒源煤电 | 7.46 | 4.78% | | 63.39万 | 4.71亿 | ...

从风格方面来说，10月以来，A股市场经历了一定程度上的从科技成长往价值红利的风格切换。瑞银证 券中国股票策略分析师认为有三个原因，包括贸易摩擦升级，投资者去风险下对组合进行再平衡；科技 板块前期涨幅较大，部分投资者有获利了结的需求；以及部分投资者担忧杠杆资金对于高弹性个股的净 流入可能会边际放缓。中期来看，该机构认为成长风格或仍是投资主线，上述在短期内推动市场发生变 化的原因均难以在中期推动市场风格大幅切换。 2025年10月23日A股市场低开低走。截至午间收盘，上证指数跌0.66%，深证成指跌0.87%，创业板指跌 1.1%。行业板块方面，煤炭板块延续近期涨势，石油化工、银行、电力等板块涨幅居前，深圳本地股 集体大涨；通信、电子、房地产等板块回调。 消息面上，深圳日前印发《深圳市推动并购重组高质量发展行动方案（2025—2027年）》的通知，其中 提出，力争到2027年底，辖区上市公司质量全面提升，境内外上市公司总市值突破20万亿元，培育形成 千亿级市值企业20家。并购重组市场量质齐升，累计完成并购项目超200单、交易总额超1000亿元，落 地一批行业示范案例。 具体来看，10月23日盘中，银行板块再度上扬 ...

Market Overview - A-shares experienced fluctuations with a decrease in trading volume, totaling 1.06 trillion yuan, down 39.3 billion yuan from the previous trading day, with over 3,800 stocks declining [1] Sector Performance - The coal sector showed resilience, with major stocks like Dayou Energy hitting the limit up for the eighth consecutive day, and others like Zhengzhou Coal Power and Liaoning Energy achieving two limit ups in four days [1][3] - Local stocks in Shenzhen surged, with companies such as Jian Ke Yuan and Guangtian Group reaching limit up [2] - The computing hardware sector faced significant declines, particularly in CPO concept stocks, with Tianfu Communication and Changfei Optical Fiber experiencing substantial drops [1] Ice and Snow Industry - The ice and snow industry concept stocks saw rapid increases, with Dalian Shengya achieving two limit ups in four days, driven by a strong cold air mass affecting temperatures across the country [4] - A report indicated that the scale of China's ice and snow industry is expected to exceed 1 trillion yuan by 2025, reaching 1,005.3 billion yuan [4] Media Sector - The media and short drama sectors showed strength, with Hai Kan Co. and Huanrui Century hitting limit up, and several stocks rising over 3% [5] - iQIYI announced a new cooperation plan for short dramas, offering a revenue-sharing model with a 70% exclusive share and a 50% non-exclusive share [5] Banking Sector - The banking sector opened strong but later saw a narrowing of gains, with Postal Savings Bank rising over 4% [6] - Guotai Junan Securities projected a 0.4% and 1.1% year-on-year growth in revenue and net profit for listed banks in the first three quarters of 2025, respectively, with city commercial banks expected to lead in performance growth [6] - CITIC Securities highlighted that the fourth quarter of 2025 may present a key opportunity for dividend stock positioning, as current pessimistic expectations may have been fully reflected [6]

Market Overview - On October 23, A-shares experienced fluctuations and adjustments, with trading volume shrinking again, totaling 1.06 trillion yuan, a decrease of 39.3 billion yuan compared to the previous trading day. Over 3,800 stocks declined [1] - The Shanghai Composite Index closed at 3,888.08, down 25.67 points or 0.66%, while the Shenzhen Component Index fell by 112.71 points or 0.87% [2] Sector Performance - The coal sector showed resilience, with major stocks like Daqo Energy hitting the limit up for eight consecutive trading days, and several stocks such as Zhengzhou Coal and Electricity and Liaoning Energy achieving two limit-ups in four days [2] - Conversely, the computing hardware sector faced significant declines, particularly CPO concept stocks, with Tianfu Communication and Changfei Optical Fiber experiencing substantial drops [3] Local Market Developments - Shenzhen local stocks surged, with companies like Jian Ke Yuan, Guangtian Group, and Shen Saige hitting the limit up, leading to a collective rise in local stocks [3] - A new action plan was issued by Shenzhen to promote high-quality mergers and acquisitions, aiming for a total market value of listed companies to exceed 20 trillion yuan by the end of 2027, and to complete over 200 merger projects with a total transaction value exceeding 100 billion yuan [5] Industry Trends - The ice and snow industry concept stocks saw rapid increases, with Dalian Shengya achieving two limit-ups in four days, alongside other stocks like Changbai Mountain and Sanfu Outdoor rising [6] - The media and short drama sectors continued to strengthen, with stocks like Haikan Co. and Huanrui Century hitting the limit up, while several others rose over 3% [6] Banking Sector Insights - The banking sector opened strong but later narrowed gains, with Postal Savings Bank rising over 4% and other banks like Industrial Bank and Minsheng Bank following suit [8] - According to Guotai Junan Securities, the cumulative revenue and net profit of listed banks are expected to grow by 0.4% and 1.1% year-on-year, respectively, in the first three quarters of 2025, driven by a narrowing decline in net interest margins and reduced credit costs [9] Investment Strategy - CITIC Securities indicated that the fourth quarter of 2025 may be a critical time for bottom-fishing dividend stocks to achieve excess returns, as current pessimistic expectations may have been fully reflected in the market [10]

市场早盘震荡调整。南财金融终端显示，截至早盘收盘，沪指跌0.66%，深成指跌0.87%，创业板指跌 1.1%。 盘面上热点较为杂乱，超3800只个股下跌。 从板块来看，煤炭板块逆势走强，大有能源回封涨停晋级8连板，郑州煤电、辽宁能源等多股走出4天2 板； 深圳本地股集体上涨，深赛格等10余股涨停； 超硬材料概念股走弱，力量钻石、四方达均跌超7%。 量能再度萎缩，沪深两市半日成交额1.05万亿元，较上个交易日缩量508亿。 个股方面，胜宏科技成交额超87亿元居首，新易盛、中际旭创、寒武纪成交额靠前。 | 沪家A股 | 上证A股 | 深证A股 | 创业板 | 风险警示 科创板 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 4 CRA | | 名称 | | 家帽 | 最新给 | 源铁 | | 量比 | 换手家 | 振幅 | 成交题 ▼ | | 1 300476 | | 脏宏科技 | | +1.33% | 282.30 | +3.70 | -0.29% | 0.64 | 3.60% ...

今日A股早盘震荡调整，量能再度萎缩，沪深两市半日成交额1.05万亿，较上个交易日缩量508亿。盘面上热点较为杂乱，超3800只个股下跌。 从板块来看， 煤炭板块逆势走强， 大有能源回封涨停晋级8连板，郑州煤电、辽宁能源等多股走出4天2板。 深圳本地股集体上涨， 深赛格 等10余股涨停。传媒板块表现活跃，海看股份涨停。下跌方面，算力硬件方向集体下挫， CPO概念股领跌， 天孚通信、长飞光纤等股大 跌。超硬材料概念股走弱，力量钻石、四方达均跌超7%。 板块方面， 深圳国企改革、煤炭、文化传媒等板块涨幅居前， 工程机械、CPO、贵金属等板块跌幅居前。截至收盘，沪指跌0.66%，深成 指跌0.87%，创业板指跌1.1%。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...