今年以来A股表现强势，沪指触达4000点整数关口，科技股成为资金追捧的对象，大消费板块则"跌跌 不休"。随着经济数据以及政策面持续释放积极信号，A股市场关于"高低切换"的谈论渐多，有预期认 为资金可能会从此前涨幅较大的科技股流向处于低位的大消费板块。 前海联合基金经理王静表示，从时间点来看，四季度是消费刺激政策效果显现最佳的时期，接踵而至 的"双11"、"双旦"、春节，是传统的消费旺季。密集的消费场景不仅能为企业带来实实在在的业绩增 量，更能有效提振整体消费情绪。当前市场上普遍对于A股"慢牛"的共识，需要宏观基本面来承接，而 内需消费是重要的承接载体之一。 开源证券食品饮料首席分析师张宇光研报中指出，2025年初至今，食品饮料显著跑输大盘，原因与消费 环境、市场风格变化有关。展望2026年全年，食品饮料行业主线是底部回暖复苏，复苏节奏及力度与宏 观经济相关性较大。按照复苏路径推演，2026年更多期望大众消费保持韧性，经济活跃度提升带来商务 消费提振。 新华财经北京11月10日电（可达）A股市场上沉寂已久的"大消费"板块今日崛起，白酒、食品饮料、旅 游酒店、零售等板块集体爆发。中证消费指数单日大涨3.38%，为 ...

Market Overview - A-shares showed mixed performance on November 10, with the Shanghai Composite Index rising 0.53% to 4018.6 points, while the ChiNext Index fell 0.92% to 3178.83 points, and the Shenzhen Component Index increased by 0.18% to 13427.61 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 21,947 billion yuan, an increase of over 1,700 billion yuan compared to the previous day [1] Consumer Sector - The consumer sector experienced a strong rally, particularly in the liquor and food & beverage stocks, with companies like Shede Liquor and Jiugui Liquor hitting the daily limit [3][5] - Notable gains included Luzhou Laojiao rising over 8% and Gujing Gongjiu and Shanxi Fenjiu increasing over 6% [3][4] - Food and beverage stocks also surged, with companies like Huanle Jia and BaBi Foods hitting the daily limit, and others like MiaoKe LanDuo rising over 8% [5][6] Chemical Sector - The chemical sector was notably active, with strong performances in phosphate, organic silicon, and fluorine concepts, highlighted by Huasheng Lithium's 20% increase [7][8] - The chemical industry has faced declining profits for three consecutive years, but there are signs of recovery as companies respond to market conditions [8] Semiconductor Sector - The storage chip sector saw significant gains, with companies like ShenGong Co. and YingTang ZhiKong hitting the daily limit, and XiangNong XinChuang rising over 15% [10][11] - NAND flash memory prices have surged, with SanDisk raising contract prices by 50%, marking the third price increase this year [11][12] - The storage industry is entering an accelerated growth phase driven by increased demand in the AI era, with expectations of profit growth for domestic storage companies [12]

今日（11月10日），A股小幅震荡，主板市场表现较优，上证指数、深证成指、上证50、沪深300均以红盘报收，科技成长股略有调整，创业板指、科创 50、北证50均微幅飘绿。市场成交温和放大至2.19万亿元。 | 代码 | 名称 | 最新 | 涨幅 | | --- | --- | --- | --- | | 399001 | 深证成指 | 13427.61 | +0.18% | | 000001 | 上证指数 | 4018.60 | +0.53% | | 399006 | 创业板指 | 3178.83 | -0.92% | | 000016 | 上证50 | 3053.86 | +0.51% | | 000300 | 沪深300 | 4695.05 | +0.35% | 盘面上，酒店餐饮、休闲食品、医疗美容、白酒等板块涨幅居前，林业、工程机械、电机制造、风电设备等板块跌幅居前。 Wind实时监测数据显示，食品饮料行业获得逾100亿元净流入，医药生物获得逾72亿元净流入，基础化工获得逾61亿元净流入，商贸零售获得逾58亿元净 流入，非银金融、传媒、房地产等也获得超30亿元净流入。电力设备则遭主力资金净流出逾72亿元 ...

A股今日（11月10日）走势分化，沪指午后拉升，大消费集体爆发；港股亦走高，两大股指均涨超1%。 具体来看，沪指早盘窄幅震荡，午后在酿酒、地产、券商等板块的带动下发力走高；创业板指一度跌超2%， 午后跌幅有所收窄。截至收盘，沪指涨0.53%报4018.6点，深证成指涨0.18%报13427.61点，创业板指跌0.92% 报3178.83点，上证50指数涨0.51%，沪深北三市合计成交21947亿元，较此前一日增加超1700亿元。 场内近3400股飘红，酒类股强势拉升，舍得酒业、酒鬼酒等涨停；食品饮料股亦上扬，欢乐家、庄园牧场、巴 比食品等涨停；免税概念活跃，市值近2000亿的中国中免（601888）涨停；化工股强势，磷概念、有机硅概念 等亮眼，华盛锂电20%涨停续创新高，澄星股份、天际股份分别斩获3连板和2连板；存储芯片概念再度活跃， 香农芯创、普冉股份均创出新高。 港股方面，泡泡玛特涨超8%，东方甄选涨近7%，华润万象生活、海底捞、华润啤酒等涨近5%。 化工板块强势 化工板块今日再度活跃，磷概念、有机硅、氟概念等表现亮眼。截至收盘，华盛锂电20%涨停续创新高，东岳 硅材、海科新源涨超14%，三孚股份、安纳达 ...

Core Viewpoint - The liquor sector, particularly the baijiu stocks, has shown a significant recovery, with several companies reaching their daily price limits, indicating a positive market sentiment towards this segment [1][3]. Group 1: Market Performance - On November 10, baijiu stocks such as Shede Liquor, Jiu Gui Jiu, and Kweichow Moutai experienced a surge, with the baijiu sector index rising by 4.74% [1]. - The food and beverage sector, which includes baijiu, has been underperforming, down 3.03% year-to-date as of November 10 [3]. Group 2: Economic Indicators - The National Bureau of Statistics reported a 0.2% month-on-month increase in the Consumer Price Index (CPI) for October 2025, while the Producer Price Index (PPI) saw a 0.1% increase, marking the first rise of the year [3]. Group 3: Analyst Insights - Dongxing Securities noted a shift in market style, with funds moving from low-odds to high-odds sectors, suggesting that the food and beverage sector is transitioning from low to high win rates, particularly in the mass consumer goods segment [3]. - The baijiu sector is currently in a bottoming phase, with expectations of improving win rates as the fundamentals enhance, making it a favorable allocation choice [3]. - Open Source Securities highlighted that liquor manufacturers are managing inventory levels to support long-term health, although short-term reports are still in a clearing phase [3].

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 今天的市场，表现尚可，个股涨多跌少，沪指震荡上涨，创业板指数盘中跌幅收窄，一起看 看发生了什么事情。 全球大涨 11月10日，全球市场情绪回暖。 A股震荡分化，三大指数涨跌互现。截至收盘， 沪指涨0.53%，深成指涨0.18%，创业板指 跌0.92%。 两市共3376只个股上涨，92只个股涨停，1957只个股下跌。 | 880005 涨跌家数 | | | | --- | --- | --- | | 日中 | 涨停 | 92 | | 涨幅 | > 7% | 150 | | 涨幅 | 5-7% | 142 | | 涨幅 | 3-5% | 349 | | 涨幅 | 0-3% | 2735 | | 跌幅 | 0-3% | 1678 | | 跌幅 | 3-5% | 201 | | 跌幅 | 5-7% | 47 | | 跌幅 | > 7% | 31 | | 其中 跌停 | | 10 | | 上涨家数 | | 3376 | | 下跌家数 | | 1957 | | | | 116 | | 平盘停牌 总成交额 | | ...

| 002803 | 吉宏股 | 0.24 | 2.90 | -84.80 | -0.62 | | --- | --- | --- | --- | --- | --- | | | 份 | | | | | | 000995 | 皇台酒 | 3.06 | 4.75 | -157.01 | -1.36 | | | 业 | | | | | | 603779 | 威龙股 | 1.24 | 2.1 1 | -292.15 | -5.72 | | | 份 | | | | | | 600381 | *ST 春 天 | -0.42 | 0.66 | -350.29 | -18.97 | | 000501 | 武商集 团 | 2.30 | 3.57 | -425.94 | -1.52 | | 000930 | 中粮科 | 1.34 | 1.01 | -460.64 | -4.09 | | | 技 | | | | | | 600238 | *ST 椰 岛 | 0.00 | 1.48 | -572.04 | -12.80 | | 600365 | ST通葡 | 0.60 | 1.62 | -740.62 | -32.38 | | 6 ...

白酒 Q3 降速释压，关注高股息饮料标的 ——食品饮料行业周报 本报告导读： 成长优先，并重视低估值及长期成长确定性较强的传统消费龙头价值修复。当前软 饮料板块中低估值高股息标的股息率突显，看好后续基本面&估值修复带来的投资 机会。 投资要点： 股 票 研 究 业 双 周 报 证 券 研 究 报 告 请务必阅读正文之后的免责条款部分 行 股票研究 /[Table_Date] 2025.11.08 [table_Authors] 2025-11-10 [Table_Summary] 投资建议：饮料、食品原料、零食等成长标的业绩优势持续，白酒 预期加速修正、部分出清。1）白酒阶段性重点关注弹性标的港股珍 酒李渡、舍得酒业、山西汾酒、泸州老窖、酒鬼酒等；中期重点关 注稳健标的五粮液、贵州茅台、迎驾贡酒、今世缘、古井贡酒等； 2）饮料结构性高增，成长维度重点关注东鹏饮料、农夫山泉（港股）、 安德利；同时重视高股息低估值稳健品种，重点关注承德露露、李 子园、康师傅控股（港股）、统一企业中国（港股）、中国食品（港 股）、中国旺旺（港股）。3）零食及食品原料成长标的：重点关注百 龙创园、盐津铺子、三只松鼠、西麦食品、卫龙美 ...

今天的市场，表现尚可，个股涨多跌少，沪指震荡上涨，创业板指数盘中跌幅收窄，一起看看发生了什 么事情。 全球大涨 11月10日，全球市场情绪回暖。 A股震荡分化，三大指数涨跌互现。截至收盘，沪指涨0.53%，深成指涨0.18%，创业板指跌0.92%。 两市共3376只个股上涨，92只个股涨停，1957只个股下跌。 | 880005 张跌家数 | | | | --- | --- | --- | | 日中 | 涨停 | 92 | | 涨幅 | > 1% | 150 | | 涨幅 | 5-7% | 147 | | 涨幅 | 3-5% | 349 | | 涨幅 | 0-3% | 2735 | | 跌幅 | 0-3% | 1678 | | 跌幅 | 3-5% | 201 | | 跌幅 | 5-7% | 47 | | 跌幅 | > 7% | 31 | | 其中 跌停 | | 10 | | 上涨家数 | | 3376 | | 下跌家数 | | 1957 | | 平盘停牌 总品种数 | | 116 | | | | 5449 | | 总成交额 | | 21943.71亿 | | 总成交量 | | 140007.9万 | | 涨家 ...

| | 通 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 300785 | 值得买 | 5.16 | 8.88 | 34.17 | 35.08 | 2.66 | | 600419 | 天润乳 | 4.36 | 5.12 | 10.03 | 10.29 | 2.61 | | | 业 | | | | | | | 600009 | 上海机 场 | 3.20 | 1.74 | 32.41 | 33.26 | 2.61 | | 002561 | 徐家汇 | 2.63 | 3.67 | 8.75 | 8.98 | 2.57 | | 603076 | 乐惠国 | 3.88 | 2.50 | 25.35 | 25.99 | 2.54 | | | 际 | | | | | | | 603345 | 安井食 | 5.26 | 4.67 | 76.33 | 78.08 | 2.30 | | | 品 | | | | | | | 002541 | 鸿路钢 | 3.66 | 1.94 | 17.73 | 18.14 | 2.29 | | | 构 | | | | | | ...