今日（12月5日）A股市场收盘共80股涨停，剔除掉7只ST板块个股后73股涨停，21股封板未遂，整体封 板率为79.21%。 涨停战场： 龙洲股份封单资金约5亿元 据证券时报·数据宝统计，从收盘涨停板封单量来看，龙洲股份（002682）封单量最高，有63.49万手； 其次是瑞康医药（002589）、国机重装（601399）、茂硕电源（002660），涨停板封单量分别为42.36 万手、28.52万手、26.37万手。 龙头点睛： 航天板块多股涨停 1. 航天 涨停个股：天箭科技、超捷股份、航天科技、航天动力、航天发展等 天箭科技（002977）：公司始终密切关注全球航天技术前沿动态，并积极开展相关研究与技术储备。 超捷股份（301005）：公司商业航天业务的发展和国内商业航天行业发展息息相关。目前公司商业航天 业务进展顺利，已实现批量交付壳段、整流罩等火箭箭体结构件。 航天科技（000901）：公司航天应用领域部分技术能力可配套或服务于低轨通信卫星组网相关业务。 从连续涨停天数来看，太阳电缆（002300）、安记食品（603696）4连板，龙洲股份、瑞康医药、国机 重装、骏亚科技（603386）3连板，双星新 ...

1、行情 指数集体单边反弹的一天。 题材方面，航天板块持续走强，天箭科技、超捷股份、上海港湾、航天科技、航天动力、航天发展先后涨停，斯瑞新材、乾照光电、广联航空等 涨超10%； 核电、核聚变板块局部发力，永鼎股份、弘讯科技（20CM）涨停，哈焊华通、合锻智能、旭光电子、兰石重装等集体走强； 光通信、CPO也迎来反弹，致尚科技（20CM）、可川科技、长光华芯（20CM）、特发信息涨停，炬光科技、太辰光、罗博特科、仕佳光子、 光库科技等集体大涨； 午后，保险、金融科技、券商板块集体发力，瑞达期货、赢时胜（20CM）、中银证券集体涨停，汇金股份涨超10%，古鳌科技、安硕信息、银 之杰、指南针、顶点软件、大智慧、同花顺、兴业证券、湘财股份集体大涨，中国太保、中国平安、中国人保等也都午后单边走强； 尾盘阶段，稀土板块迎来脉冲，金力永磁一度张超15%，宁波韵升、中科三环（炸）双双涨停，英洛华、银河磁体、大地熊、正海磁材等跟涨； 此外，福建本地股、人形机器人、有色均有局部大涨表现。 截至收盘，沪指、深成指、创业板指分别收涨0.7%、1.08%、1.36%，市场超4300股上涨，不足千股下跌，两市累计成交量超1.7万亿。 2 ...

截至12月5日收盘，商业航天概念上涨3.32%，位居概念板块涨幅第5，板块内，288股上涨，力星股 份、长光华芯、超捷股份等20%涨停，龙洲股份、永鼎股份、西部材料等涨停，星环科技、瑞华泰、斯 瑞新材等涨幅居前，分别上涨17.02%、16.58%、13.94%。跌幅居前的有和而泰、万通发展、联建光电 等，分别下跌10.00%、4.56%、4.26%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 超导概念 | 4.15 | 租售同权 | -0.17 | | 光纤概念 | 3.67 | 流感 | 0.03 | | 福建自贸区 | 3.57 | 芬太尼 | 0.08 | | 可控核聚变 | 3.42 | 医药电商 | 0.12 | | 商业航天 | 3.32 | 幽门螺杆菌概念 | 0.14 | | 海峡两岸 | 3.05 | 肝炎概念 | 0.18 | | 特高压 | 2.94 | 仿制药一致性评价 | 0.23 | | 军工信息化 | 2.89 | 国家大基金持股 | 0.29 | | 数字水印 | 2.8 ...

Market Overview - The market experienced a significant rebound, with major indices rising sharply in the afternoon, led by the financial sector, and the Shanghai Composite Index reclaiming the 3900-point level [1] - Total market turnover reached 1.7 trillion yuan, an increase of over 100 billion yuan compared to the previous trading day, with more than 4300 stocks rising [1] - The Shanghai Composite Index rose by 0.7% to close at 3902.81 points, while the Shenzhen Component Index increased by 1.08% to 13147.68 points [1] Financial Sector Performance - The financial sector showed strong performance, with insurance and brokerage stocks leading the gains; China Pacific Insurance rose over 5% and Zhongyin Securities hit the daily limit [1] - Morgan Stanley, known as the "whistleblower" of A-shares, added China Pacific Insurance to its focus list and raised its target price for A-shares from 70 yuan to 85 yuan, and for H-shares from 70 HKD to 89 HKD [1] Commercial Aerospace Sector - The commercial aerospace sector continued to perform well, with several stocks such as Aerospace Power and Superjet Co. hitting the daily limit [1] - Dongwu Securities indicated that the development of large-capacity, low-cost, and reliable reusable rockets is imminent, with new models expected to launch by the end of 2025, which could accelerate the deployment of low-orbit satellite constellations in China [1] Sector Fund Flows - Main funds focused on sectors such as communication equipment, power grid equipment, and optical electronics, with notable net inflows into stocks like Shida Group and Yongding Co. [2] Regional Economic Development - Fujian Province is planning significant initiatives for its marine economy as part of its 14th Five-Year Plan, aiming to strengthen its maritime development [3] - Wuhan aims to exceed a total economic output of 3 trillion yuan by 2030, with a focus on becoming a national economic center and enhancing its technological innovation capabilities [4] Solar Industry Update - The solar industry chain has seen a reduction in production plans for December across multiple segments, including silicon materials and modules, due to self-discipline measures and insufficient terminal demand [5] - Industry insiders believe that the continued production cuts are essential for resolving supply-demand imbalances and that prices in the solar sector are expected to gradually recover by 2026 [5] Market Outlook - Zhongtai Securities predicts that the index is likely to maintain a volatile pattern in the near term, with robotics and brokerage sectors expected to be key focuses leading up to the Spring Festival [6] - Dongfang Securities suggests that the market remains weak in the short term, advising investors to selectively accumulate technology stocks [7] - Everbright Securities anticipates a potential rebound in the index, particularly in the phosphate chemical sector, coinciding with the upcoming Phosphate-Lithium Industry High-Quality Development Conference [9]

Market Overview - On December 4, A-shares showed mixed performance with the three major indices fluctuating. The total market turnover was 1.56 trillion yuan, a decrease of over 120 billion yuan compared to the previous trading day. More than 1,400 stocks closed higher, with 40 stocks hitting the daily limit up [1]. Sector Performance - The electric motor concept led the gains, with Sanxie Electric rising over 17%. Other sectors such as reducers, state-owned fund holdings, and aviation engines also saw increases. In contrast, sectors like Hainan, tourism and hotels, and dairy products experienced the largest declines [1]. Institutional Ratings - Five stocks received buy ratings from institutions today, including Zhend Medical, New Town Holdings, and Shanxi Fenjiu. The average decline for these stocks was 1.37%, underperforming the Shanghai Composite Index. The largest declines were seen in Shanxi Fenjiu (3.42%), Zhend Medical (2.50%), and New Town Holdings (1.42%) [1]. Institutional Buying and Selling - In the Dragon and Tiger list, 15 stocks were net bought, with 11 stocks net sold. Nine stocks had net purchases exceeding 10 million yuan, led by Heertai with a net buy of 330 million yuan. The largest net sell was in Aerospace Development, with a net sell of 364 million yuan [4][5]. Northbound Capital Flow - Northbound funds saw net purchases in 10 stocks, with Heertai leading at 188 million yuan. Conversely, nine stocks experienced net selling, with Tongyu Communications facing the highest net sell of 146 million yuan [6][7]. Important Announcements - ST Xianhe announced the removal of risk warnings and a name change to "Xianhe Environmental Protection." Zhongbai Group closed 30 large warehouse stores, expecting a loss of 180 million yuan. China Petroleum signed contracts worth 40 billion yuan to acquire 100% equity in three gas storage companies [8].

Core Viewpoint - On December 4, the Shanghai Composite Index fell by 0.06%, with institutional investors appearing on the trading lists of 26 stocks, net buying 15 and net selling 11 [1] Institutional Trading Summary - Institutional special seats net bought the most in Heertai, which closed at the daily limit with a turnover rate of 14.52% and a transaction amount of 6.088 billion yuan. The net buying amounted to 329.87 million yuan, with three institutional seats among the top five buying departments [2] - Initial Spirit Information also closed at the daily limit with a turnover rate of 35.23% and a transaction amount of 1.647 billion yuan, net buying 82.62 million yuan from eight institutional seats [2] - Aerospace Power saw a slight decline of 0.19% with a turnover rate of 29.78% and a transaction amount of 4.918 billion yuan, net buying 58.52 million yuan from one institutional seat [3] Market Performance - The average increase of stocks with institutional net buying was 0.14%, outperforming the Shanghai Composite Index. Stocks like Initial Spirit Information and Haichang New Materials showed strong performance, closing at the daily limit [3] - Historical data indicates that stocks with institutional net buying have a 51.56% probability of rising the next day and a 49.83% chance of outperforming the Shanghai Composite Index [3] Earnings Forecasts - Among the stocks with institutional net buying, only one stock, Jingchuang Electric, provided a 2025 earnings forecast, expecting a net profit of 61.86 million yuan, representing a year-on-year increase of 5.00% [3] Institutional Net Selling Summary - Aerospace Development had the highest net selling amount among stocks, with a net selling of 363.73 million yuan, while also seeing a net inflow of 717 million yuan from the deep stock connect [4] - Other notable net sellers included Luoniushan and Tongqilou, with net selling amounts of 39.50 million yuan and 32.69 million yuan, respectively [4] Deep and Shanghai Stock Connect Activity - On December 4, 19 stocks on the trading list had appearances from deep and Shanghai stock connect, with net buying in stocks like Heertai and Aerospace Hanyu, amounting to 188.94 million yuan and 54.25 million yuan, respectively [7] - Stocks like Tongyu Communications and Aerospace Power saw significant net selling, with amounts of 1.46 billion yuan and 716.53 million yuan, respectively [7]

Group 1: Institutional Trading Insights - On the institutional trading leaderboard, 30 stocks were listed, with 16 experiencing net buying and 14 facing net selling [1] - The top three stocks with the highest net buying by institutions were Heertai (330 million), Chuling Information (82.61 million), and Aerospace Power (58.52 million) [1][2] Group 2: Robotics Industry Developments - The U.S. Secretary of Commerce, Gina Raimondo, has been actively meeting with CEOs in the robotics industry, indicating strong governmental support for the sector's development [4] - Huawu Co. has initiated the development of ultra-thin electromagnetic brakes suitable for humanoid robots, with the product currently in the prototype testing phase [5] - Haichang New Materials has established connections with leading domestic and international humanoid robot companies, completing sample testing for key components such as planetary gear reducers and MIM parts [6] Group 3: Space Computing and Commercial Aerospace - OpenAI CEO Sam Altman is exploring funding options to acquire or collaborate with a rocket company, previously discussing the potential of establishing a rocket company and building data centers in space [7] - Sichuan Jinding's subsidiary, Kaiwu Xingkong, has developed a supercomputing chip that has passed aerospace-level testing, with the chip successfully launched on the "Kaiwu Constellation 01" for real-time data processing [8]

12月4日，沪指下跌0.06%，深成指上涨0.40%，创业板指上涨1.01%，沪深300指数上涨0.34%。可交易 A股中，上涨的有1455只，占比26.75%，下跌的3878只。 | 行业 | 日涨跌幅（%） | 资金流向（亿元） | 行业 | 日涨跌幅（%） | 资金流向（亿元） | | --- | --- | --- | --- | --- | --- | | 机械设备 | 0.90 | 29.11 | 煤炭 | -0.71 | -5.51 | | 家用电器 | 0.21 | 24.44 | 商贸零售 | -1.55 | -6.11 | | 国防军工 | 0.55 | 13.89 | 轻工制造 | -0.81 | -6.89 | | 汽车 | 0.28 | 3.62 | 社会服务 | -1.62 | -7.71 | | 建筑材料 | -0.63 | 3.51 | 计算机 | -0.14 | -9.73 | | 美容护理 | -1.89 | -1.06 | 农林牧渔 | -0.87 | -10.18 | | 公用事业 | -0.28 | -1.46 | 传媒 | -0.42 | -13.20 | | 环保 ...

共31只个股出现了机构的身影。 | | 花原榜 12.04 -- -- -- -- -- -- -- -- -- -- - | | | --- | --- | --- | | 证券简称 | 日涨跌幅 | 机构净买入(万元) | | 和而泰 | 10.01% | 32987.34 | | 初灵信息 | 20.00% | 8261.61 | | 航天动力 | -0.19% | 5852.45 | | 威士顿 | 6.71% | 4255.58 | | 顺灏股份 | 1.31% | 3110.52 | | 联建光电 | 9.77% | 2486.34 | | 国风新材 | -9.98% | 1760.74 | | 烘壁越便 | -10.00% | 1650.58 | | 博纳影业 | 9.06% | 1528.51 | | 海昌新材 | 19.99% | 1461.17 | | 通宇通讯 | 0.32% | 507.54 | | 精创电气 | -6.22% | 481.83 | | *ST吟达 | -16.94% | 466.08 | | 海欣食品 | -9.96% | 431.04 | | 金富科技 | -9.8 ...

航天动力(600343)今日下跌0.19%，全天换手率29.78%，成交额49.18亿元，振幅14.97%。龙虎榜数据显 示，机构净买入5852.45万元，沪股通净卖出7165.25万元，营业部席位合计净卖出2.40亿元。 上交所公开信息显示，当日该股因日换手率达29.78%上榜，机构专用席位净买入5852.45万元，沪股通 净卖出7165.25万元。 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8.47亿元，其中，买入成交额为2.97亿 元，卖出成交额为5.50亿元，合计净卖出2.53亿元。 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，即买三，合计净买入5852.45万元，沪股 通为第一大买入营业部及第二大卖出营业部，买入金额为7305.04万元，卖出金额为1.45亿元，合计净卖 出7165.25万元。 近半年该股累计上榜龙虎榜9次，上榜次日股价平均涨2.74%，上榜后5日平均涨11.62%。 资金流向方面，今日该股主力资金净流出7.58亿元，其中，特大单净流出6.47亿元，大单资金净流出 1.11亿元。近5日主力资金净流出3.38亿元。 融资融券数据显示，该股最新（12月3日）两融 ...