【8月22日连板股分析：连板股晋级率不足三成 算力产业链继续领涨】今日共77股涨停，连板股总数12 只，其中三连板及以上个股3只，上一交易日共11只连板股，连板股晋级率27.27%（不含ST股、退市 股）。个股方面，全市场超3300只个股上涨，逾百股涨停或涨超10%，连板股表现不佳，仅3只连板股 晋级，其中自然涨停（非一字涨停）的只有成飞集成1只。板块方面，赚钱效应仍旧集中在算力产业 链、稀土永磁等少数方向，并未向全市场扩散，算力产业链的权重股继续领涨，寒武纪、海光信息、中 际旭创涨超10%，新易盛、胜宏科技涨超8%；白酒板块集体走强，二季度业绩大幅增长的舍得酒业涨 停，水井坊、迎驾贡酒涨超7%，权重股泸州老窖涨超6%，山西汾酒涨近5%。 转自：智通财经 ...

Market Performance - The A-share market experienced a significant upward trend on August 25, with all three major indices reaching new highs, particularly the Shanghai Composite Index aiming for the 3900-point mark [1][6] - The Shanghai Composite Index rose by 1.51%, closing at 3883.56 points, while the Shenzhen Index increased by 2.26% and the ChiNext Index surged by 3% [2][6] - The total market turnover exceeded 3 trillion yuan, reaching 3.18 trillion yuan, marking the second-highest trading volume in A-share history [1][4] Individual Stock Performance - A total of 3349 stocks rose, 177 remained unchanged, and 1896 declined, indicating a predominance of gainers in the market [5] - Notable sectors included rare earth permanent magnet stocks, which saw significant gains, with companies like Jinli Permanent Magnet and Northern Rare Earth hitting the daily limit [5] - The communication equipment sector also performed strongly, with multiple stocks, including Changxin Bochuang and Zhongji Xuchuang, rising over 10% [5] Historical Context - The current trading volume of 3.18 trillion yuan is a substantial increase of 600 billion yuan compared to the previous trading day, although it remains below the historical peak of 3.45 trillion yuan set on October 8, 2024 [4]

Market Overview - A-shares experienced a significant rally on August 26, with the Shanghai Composite Index rising by 1.51% to 3883 points, marking a ten-year high. The Shenzhen Component Index increased by 2.26%, and the ChiNext Index rose by 3% [1][2] - The total market turnover reached 3.18 trillion yuan, an increase of 598.1 billion yuan from the previous trading day, setting a new high since 2022 [1] Sector Performance Rare Earth Sector - The rare earth stocks surged collectively following the introduction of a new regulatory framework for rare earth mining and separation, with companies like Jinkeli Permanent Magnet hitting the daily limit of 20% [4][5] - Key performers included Jinkeli Permanent Magnet (+20%), Huicheng Environmental Protection (+13.01%), and Fangbang Co. (+12.31%) [5] Alcohol Sector - The liquor stocks also saw a significant rise, with Shede Liquor reaching the daily limit of 10%. Other notable gainers included ShuiJingFang (+7.95%) and Luzhou Laojiao (+6.35%) [6][7] - Analysts suggest that the current market liquidity is boosting the valuation of the liquor sector, which had previously been undervalued [6] Precious Metals Sector - Precious metals stocks gained traction, with Hunan Silver and Hunan Gold both hitting the daily limit of 10%. Other companies like Zhongjin Gold and Shandong Gold also saw increases [8][9] - The market anticipates a 90% chance of a rate cut by the Federal Reserve in September, which is driving interest in gold as a safe-haven asset [9][10] CPO Sector - The CPO sector performed well, with companies like Robotech and Qiangrui Technology reaching the daily limit of 20%. Other firms such as Changxin Bochuang and Zhongji Xuchuang also saw significant gains [10][11] Satellite Navigation Sector - The satellite navigation sector experienced a boost, with companies like Kaipu Cloud and Aerospace Hongtu hitting the daily limit of 20%. The sector is expected to benefit from the upcoming issuance of satellite internet licenses [12][13] Individual Stock Highlights - Cambrian Technology saw a remarkable increase of over 11%, reaching a new historical high with a market capitalization of 579.39 billion yuan. Goldman Sachs raised its target price for Cambrian by 50% to 1835 yuan [16][20]

相关快讯 A股收评：沪指涨1.51%逼近3900点 两市成交额超3万亿 2025-08-25 15:05 南方财经8月25日电，市场全天震荡走高，沪指逼近3900点，创业板指领涨。截至收盘，沪指涨 1.51%，深成指涨2.26%，创业板指涨3%。沪深两市全天成交额3.14万亿，较上个交易日放量5944亿， 为历史第二高成交额。盘面上，市场热点快速轮动，个股涨多跌少，全市场超3300只个股上涨。从板块 来看，算力股维持强势，中际旭创等多股续创历史新高。稀土、有色等周期股震荡走强，北方铜业等涨 停。消费股午后反弹，舍得酒业涨停。板块方面，稀土永磁、白酒、CPO、通信设备等板块涨幅居前， 美容护理等少数板块下跌。 相关股票： 北方铜业中际旭创舍得酒业 相关文章 南方财经8月25日电，市场全天震荡走高，沪指逼近3900点，创业板指领涨。截至收盘，沪指涨 1.51%，深成指涨2.26%，创业板指涨3%。沪深两市全天成交额3.14万亿，较上个交易日放量5944亿， 为历史第二高成交额。盘面上，市场热点快速轮动，个股涨多跌少，全市场超3300只个股上涨。从板块 来看，算力股维持强势，中际旭创等多股续创历史新高。稀土、有色等 ...

Group 1 - The core viewpoint of the article highlights the significant stock performance of various liquor companies, with Shede Liquor and Shui Jing Fang reaching their limits, while other companies like Yingjia Gongjiu, Jiu Gui Jiu, and Luzhou Laojiao saw increases exceeding 6% [1] Group 2 - Shede Liquor previously hit its trading limit, indicating strong market interest and potential investor confidence [1] - Shui Jing Fang is also making a strong push towards its trading limit, suggesting positive market sentiment [1] - Other liquor companies, including Yingjia Gongjiu, Jiu Gui Jiu, and Luzhou Laojiao, experienced stock price increases of over 6%, reflecting a broader trend of growth in the liquor industry [1] - Jin Hui Jiu and other companies followed suit with price increases, indicating a collective upward movement in the sector [1]

| 序号 代码 | | 名称 | 主力净流入额 ▼ | | --- | --- | --- | --- | | 1 | CI005003 | 有色金属(中信) | 127.79亿 | | 2 | CI005018 | 医药(中信) | 88.4417, | | 3 | CI005010 | 机械(中信) | 83.48亿 | | 4 | Cl005019 | 食品饮料(中信) | 56.85 - | | 5 | CI005023 | 房地产(中信) | 52.65亿 | 今日（8月25日），吃喝板块持续猛攻，反映吃喝板块整体走势的食品ETF（515710）盘中场内价格一度涨超3%，截至发稿，涨2.53%。 成份股方面，白酒集团猛攻，截至发稿，舍得酒业涨停，水井坊飙涨超8%，迎驾贡酒大涨超6%，酒鬼酒、泸州老窖、古井贡酒等涨超5%。 | स्त्रेस | 多日 | 1分 5分 15分 30分 60分 | 日 周 | 月 更多 | | | Eg 盘前盘后 叠加 | 力转 画线 丁旦 | ହି 2 | 食品 TF () | | | --- | --- | --- | --- | --- | --- | --- | ...

8月25日早盘，A股三大股指高开下探后冲高，今年以来涨幅领先的北证50指数突然跳水飘绿，科创50指数上演"折返跑"，核心科创指数半导体设备指数 翻绿。 沪深两市半日成交额突破2万亿元，达20782亿元，较上个交易日大幅放量5677亿元；个股涨多跌少，市场共2818只个股上涨，71只个股涨停，2442只个股 下跌。 临近午间收盘，今年以来涨幅领先的北证50指数突然跳水飘绿。 | < w | 北证50(899050) | | Q | | --- | --- | --- | --- | | 08-25 11:30:13 | | | | | 1596.99 | 昨收 | 1600.28 | 成交额 241.79亿 | | -3.28 -0.21% 今开 | | 1608.69 | 9.34亿 | | 上涨 65 | 平盘 | 下跌 3 | 205 | | 最高价 1618.66 | 市盈率 | 73.7 近20日 | 9.73% | A股三大股指集体大涨 最牛指数北证50指数跳水 8月25日上午，A股三大股指集体上涨，创业板指一度大涨3%。截至午间收盘，上证指数涨0.86%，深证成指涨1.62%，创业板指涨2.24% ...

今日（8月25日），吃喝板块持续猛攻，反映吃喝板块整体走势的食品ETF（515710）盘中场内价格一 度涨超3%，截至发稿，涨2.53%。 成份股方面，白酒集团猛攻，截至发稿，舍得酒业涨停，水井坊飙涨超8%，迎驾贡酒大涨超6%，酒鬼 酒、泸州老窖、古井贡酒等涨超5%。 | | | 分时 6日 1分 5分 15分 30分 60分 日 周 月 夏多 | | | | | | F9 盘和盘彩 图加 九轮 图纸 工具 ◎ (3) > | | 食品ETF O | | 515710 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 515710(食品ETF) 13:20 6: 0.649 瓶颈: 0.016(2.53%) 均价 0.644 成交量 2900 IOPV 0.6497 | | There | | 2025/08/25 | | 0.649 | | +0.016 +2.53% | | 0.641 | | | Views - Aut Was | | | | | | 1.58% | 净值 ...

证 券 研 究 报 告 舍得酒业（600702）2025 年中报点评 推荐（维持） 渠道筑底，盈利改善 目标价：78 元 事项： ❖ 公司发布 2025 年半年报，上半年实现营收 27.0 亿元，同降 17.4%；归母净利 润 4.4 亿元，同降 25.0%；其中单 Q2 实现营收 11.3 亿元，同降 3.4%，归母净 利 1.0 亿元，同增 139.5%。单 Q2 销售回款 11.5 亿元，同降 24.2%，经营活动 现金流净额-1.6 亿元，去年同期为-1.3 亿元，Q2 末合同负债 1.6 亿元，环比 Q1 末减少 0.5 亿元。 公司研究 评论： [ReportFinancialIndex] 主要财务指标 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 5,357 | 4,690 | 4,914 | 5,580 | | 同比增速(%) | -24.3% | -12.4% | 4.8% | 13.6% | | 归母净利润(百万) | 345 | 711 | 789 | 954 | | 同 ...

Group 1: Market Overview - The non-ferrous metal sector showed strong performance, particularly the rare earth permanent magnet segment, with leading stocks Baogang Co. and Northern Rare Earth reaching their daily limit and increasing by 8.45% respectively [1][3] - The overall market saw significant gains, with the Shanghai Composite Index rising by 0.86%, the Shenzhen Component Index by 1.61%, and the ChiNext Index by 2.22% [1] Group 2: Non-Ferrous Metals Sector - The rise in the non-ferrous metals sector is attributed to two main factors: increased expectations for a Federal Reserve rate cut and supportive domestic policies aimed at boosting demand [5] - The recent implementation of a management measure for rare earth mining and separation is expected to sustain upward pressure on rare earth prices, especially with strong demand from the electric vehicle sector [5] Group 3: Computing Power Sector - The computing power sector also experienced significant gains, with leading stocks such as Cambrian, Haiguang Information, and Zhongji Xuchuang showing notable increases [1][5] - NVIDIA's recent launch of the Spectrum-XGS Ethernet is anticipated to enhance AI computing capabilities, potentially transforming distributed data centers into a billion-watt AI super factory [7]