12月2日，上证指数下跌0.42%，深证成指下跌0.68%，创业板指下跌0.69%。盘后龙虎榜数据显示，共 有45只个股因当日异动登上龙虎榜，资金净流入最多的是航天发展（000547.SZ），达4.67亿元。 据21投资通智能监测，27只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及19只。 4.67亿资金抢筹航天发展，3.35亿资金出逃实达集团 45只上榜的龙虎榜个股中，23只个股被净买入，22只个股被净卖出。其中，资金净买入最多的是航天发 展，达4.67亿元，占总成交金额的8.15%。航天发展当日收盘上涨10.03%，换手率为22.54%。 | 名称 | 涨跌幅 | 戊席榜净买 | 净买额占 | 换主率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元 | 总成交比 | | | | 航天发展 | 10.03% | 4669997 | 8.15% | 22.54% | 2家机构买入,成功 率44.54% | | 平潭友展 | 10.03% | 37469 | 9.86% | 16.3% | 买一主买,成功率4 3.34% | | 塞 ...

Core Points - The stock of Shida Group (600734) increased by 6.08% today, with a turnover rate of 42.63% and a trading volume of 5.414 billion yuan, showing a fluctuation of 12.84% [2] - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to its high turnover rate, with net selling from the Shanghai-Hong Kong Stock Connect amounting to 97.4593 million yuan [2] - Over the past six months, the stock has appeared on the Dragon and Tiger List six times, with an average price increase of 5.56% the day after being listed and an average increase of 9.18% in the following five days [2] Trading Data - The top five trading departments accounted for a total transaction volume of 1.108 billion yuan, with a buying amount of 387 million yuan and a selling amount of 721 million yuan, resulting in a net selling of 335 million yuan [2] - The largest buying department was the Shanghai-Hong Kong Stock Connect, with a buying amount of 115.4406 million yuan and a selling amount of 213 million yuan, leading to a net selling of 97.4593 million yuan [2] Financial Performance - For the first three quarters, Shida Group reported a total revenue of 135 million yuan, representing a year-on-year growth of 111.97%, while the net profit was a loss of 87.571 million yuan [2]

Core Viewpoint - The A-share market in Fujian has seen significant gains, particularly in stocks such as Fujian Expressway, Anji Food, and others, following the announcement of new policies aimed at supporting cross-strait integration and development [1] Group 1: Market Performance - Fujian stocks experienced substantial increases, with notable stocks like Fujian Expressway, Anji Food, and Ruineng Technology hitting their upper limits [1] - Stocks such as Jiagong Technology and Zhaobiao Co. also reached a 20% limit up, while others like Haixin Food and Sun Cable saw a 10% increase [1][2] - The year-to-date performance of several stocks is impressive, with Haixia Innovation showing a 534.72% increase and Pingtan Development at 335.89% [2] Group 2: Policy Measures - The Fujian provincial government announced a series of measures to support Taiwanese enterprises, including land and sea use guarantees for Taiwanese businesses [1] - Tax services for Taiwanese individuals and enterprises will be optimized, including the establishment of a smart tax platform and a dedicated tax consultation hotline [1] - Initiatives to promote trade and cultural exchanges with Taiwan include support for Taiwanese cuisine establishments and cultural performances [1]

Core Viewpoint - The A-share market experienced a strong opening on December 1, with all three major indices rising, driven by significant inflows into large-cap stocks and various sectors such as smart speakers, MCU chips, and rare earths [1][2][4]. Market Performance - On December 1, the Shanghai Composite Index, Shenzhen Component Index, ChiNext Index, and other indices saw increases of 0.65%, 1.25%, 1.31%, and 1.52% respectively, with the Shanghai Composite Index surpassing 3910 points [1][2]. - The total market turnover reached 1.89 trillion yuan, an increase of 291.7 billion yuan from the previous trading day, indicating a significant increase in trading activity [2][4]. Sector Analysis - Key sectors that showed strong performance included smart speakers, MCU chips, ice and snow tourism, rare earths, and 6G technology, while lithium battery-related sectors experienced some adjustments [2][3]. - Among the major industries, non-ferrous metals, communication, and electronics led the gains, with increases of 2.85%, 2.81%, and 1.58% respectively [2][4]. Stock Contributions - Major contributors to the Shenzhen Component Index included Ningde Times, Zhongji Xuchuang, and ZTE, which collectively contributed 64.08 points, accounting for nearly 40% of the index's rise [2]. - In the ChiNext Index, Ningde Times and Zhongji Xuchuang were also significant contributors, accounting for over 90% of the index's increase [2]. Fund Flow - On December 1, the net inflow of funds into the Shanghai and Shenzhen markets exceeded 40 billion yuan, with large-cap stocks attracting significant investment [3][4]. - A total of 2321 stocks saw net inflows, while 2827 stocks experienced net outflows, indicating a preference for large-cap stocks [3][4]. Future Market Outlook - Analysts suggest that the current market conditions, including easing overseas disturbances and expectations of global liquidity, provide a solid foundation for a potential year-end rally [5]. - Historical trends indicate that growth and cyclical sectors are likely to perform well, with a focus on sectors such as aviation equipment and AI-related technologies [5].

Group 1 - The core point of the article is that Shida Group (600734) experienced a significant increase in stock price, reaching the daily limit, with a turnover rate of 29.32% and a trading volume of 3.347 billion yuan [1] - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to its daily fluctuation of 15.74%, a daily price deviation of 9.39%, and a turnover rate of 29.32% [1] - The net buying from the Shanghai-Hong Kong Stock Connect was 191 million yuan, indicating strong interest from institutional investors [1] Group 2 - In the past six months, the stock has appeared on the Dragon and Tiger List five times, with an average price increase of 5.43% the day after being listed and an average increase of 5.22% over the following five days [2] - The stock saw a net inflow of 249 million yuan from major funds today, with large orders contributing 164 million yuan and big orders contributing 8.415 million yuan [2] - The company's third-quarter report showed a revenue of 135 million yuan, a year-on-year increase of 111.97%, but a net loss of 87.571 million yuan [2] Group 3 - The top five buying and selling brokerage firms accounted for a total transaction volume of 851 million yuan, with a net buying amount of 330 million yuan [1] - The leading buying brokerage was Guolian Minsheng Securities, with a buying amount of 256.8 million yuan [2] - The selling brokerage with the highest amount was Guotai Haitong Securities, with a selling amount of 105.8 million yuan [2]

一、强势个股 截至12月1日收盘，上证综指上涨0.65%，收于3914.01点，深证成指上涨1.25%，收于13146.72点，创业 板指上涨1.31%，收于3092.5点。今日沪深两市A股共计75只涨停，综合当前连板数以及当日龙虎榜数 据，其中较为强势的前三只个股分别为：国晟科技（603778）、实达集团（600734）与梅雁吉祥 （600868）。今日强势个股前10位具体数据见下表： | 代码 | 隋称 | 连板数 | 换手率(%) | 成交额 | 龙虎特净买入额 | 最高价是否创一年来新高 | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603778 | 国演科技 | 16天11预 | 26.61 | 21.52亿元 | 2288.46万元 | 是 | 建筑装饰 | | 600734 | 实达集团 | 8天6板 | 29.32 | 33.47亿元 | 3.3亿元 | 종 | 通信 | | 600868 | 梅雁古祥 | 4天3板 | 10.3 | 7.51亿元 | 8099.93万元 | 是 | 公用事业 | | 600981 | ...

实达集团（维权）(600734.SH)今日涨停，换手率29.32%，成交额33.47亿元。龙虎榜数据显示，国联民生证券宁波分公司位列买一席位，买入2.57亿元；沪 股通位列买二席位，买入1.91亿元。上榜席位全天买入5.9亿元，卖出2.61亿元，合计净买入3.3亿元。(格隆汇) | 买入金额最大的前5名 | | | | | | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | 1 | 国联民生证券股份有限公司宁波分公司 | 27次 40.74% 9 | 25679.76 | 7.67% | | 2 | Basimoney.com 沪股通专用 | 573次 45.38% | 19121.54 | 5.71% | | 3 | 华泰证券股份有限公司苏州吴中大道证券营业部 | 9次 33.33% | 6856.11 | 2.05% | | 4 | 华泰证券股份有限公司深圳前海证券营业部 | 28次 32.14% | 3949.17 | 1.18% | | 5 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 4 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300638 | 广和通 | 32.38 | 20.01% | 145.74万 | 45.28亿 | | 600734 | 实达集团 | 5.59 | 10.04% | 638.56万 | 33.47亿 | | 603803 | 瑞斯康达 | 11.43 | 10.01% | 54.24万 | 6.04亿 | | 002792 | 通宇通讯 | 26.16 | 10.01% | - 3.09万 | 8074.41万 | | 000063 | 中兴通讯 | 46.30 | 10.00% | 327.26万 | 146.66亿 | | 002881 | 美格智能 | 45.87 | 10.00% | 12.59万 | 5.61亿 | | 920374 | 云里物里 | 25.90 | 7.47% | 2.29万 | 5869.62万 | | 300555 | ST路通 | 13.63 | 7.15% | 8.08万 | 1.08亿 | | 920249 ...

实达集团(600734.SH)今日涨停，换手率29.32%，成交额33.47亿元。龙虎榜数据显示，国联民生证券宁 波分公司位列买一席位，买入2.57亿元；沪股通位列买二席位，买入1.91亿元。上榜席位全天买入5.9亿 元，卖出2.61亿元，合计净买入3.3亿元。 ...

近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.11.28 | -8.30 | 39.26 | -13573.44 | | 2025.11.27 | -9.92 | 16.13 | -14825.42 | | 2025.11.26 | 10.02 | 2.02 | 3546.34 | | 2025.11.25 | 10.04 | 12.87 | -28858.99 | | 2025.11.24 | 9.96 | 21.74 | -42000.14 | | 2025.11.21 | 10.00 | 9.16 | 27026.39 | | 2025.11.20 | 9.95 | 13.57 | 40515.86 | | 2025.11.19 | -2.80 | 3.26 | -2084.10 | | 2025.11.18 | -2.72 | 5.48 | -7806.38 | | 2025.11.17 | 3.32 | 8.13 | 2073.95 | （文章来源：证券时报网） 实达集团再度涨停，8个 ...