| 融资融券余额 | | | 融资余额 | | | --- | --- | --- | --- | --- | | 24,825.92↓ 亿元 -38.62(-0.16%) | | | 24,651.89 ↓ 亿元 - 37.13(-0.15%) | | | 沪市 | 深市 | 北交所 | 沪市 | 深市 北交所 | | 12,587.50 ♥ 亿元 12,163.17 ♥ 亿元 75.25 ♥ 亿元 | | | | 12,469.90 ♥ 亿元 - 12,106.76 ♥ 亿元 - 75.24 ♥ 亿元 | | -18.56(-0.15%) | -19.78(-0.16%) | -0.28(-0.37%) | -17.38(-0.14%) | -19.78(-0.16%) | 资金流向方面，申万31个一级行业中有10个行业获融资净买入，其中，通信行业获融资净买入额居首，当日净买入9.27亿元；获融资净买入居前的行业还有 有色金属、银行、食品饮料、国防军工、轻工制造等。 个股方面，17股获融资净买入额超1亿元。工业富联获融资净买入额居首，净买入8.17亿元；融资净买入金额居前的还有中国铀业、天孚通信、中兴通讯 ...

个股方面，12月3日，有1643只个股获融资净买入，净买入金额在3000万元以上的有98股。其中，17股 获融资净买入额超1亿元。工业富联获融资净买入额居首，净买入8.17亿元；融资净买入金额居前的还 有中国铀业、天孚通信、中兴通讯、上海瀚讯、通宇通讯、华映科技、北方稀土、杰瑞股份等股。 Wind统计显示，12月3日，申万31个一级行业中有10个行业获融资净买入，其中，通信行业获融资净买 入额居首，当日净买入9.27亿元；获融资净买入居前的行业还有有色金属、银行、食品饮料、国防军 工、轻工制造等。 ...

Core Viewpoint - The recent trend of share buybacks among leading companies, such as Industrial Fulian, Sanhua Intelligent Control, and Xiaomi Group, reflects a strong commitment to boosting market confidence and indicates management's recognition of the company's intrinsic value [1][2][3] Group 1: Leading Companies' Buyback Activities - Leading companies are actively engaging in share buybacks, characterized by rapid, frequent, and generous actions, serving as a market confidence indicator [1][2] - Industrial Fulian has repurchased 9.32 million shares for approximately 247 million yuan, with a maximum buyback price raised from 19.36 yuan to 75 yuan per share, a 287% increase [2][3] - Sanhua Intelligent Control has repurchased 3.06 million shares for about 106 million yuan, increasing its buyback price cap from 35.75 yuan to 60 yuan per share [3] Group 2: Broader Market Buyback Trends - Other companies are also increasing their buyback efforts, with Midea Group's buyback amount rising from 8.065 billion yuan to 9.465 billion yuan, and BOE Technology's from 704 million yuan to 975 million yuan [5] - China Petroleum and Chemical Corporation completed its buyback of 89.35 million shares for about 500 million yuan, all intended for cancellation to reduce registered capital [5][6] - Companies like DeMaiShi and Baiwei Storage have also raised their buyback price limits significantly, indicating a broader trend of increasing buyback commitments across the market [6]

Investment Rating - The report maintains a "Recommended" rating for the communication industry, considering the sustained high prosperity of the sector driven by AI, 5.5G, and satellite communication developments [4][1]. Core Insights - The overall market performance for the week (November 24-30, 2025) saw the Shanghai Composite Index rise by 1.40%, the Shenzhen Component Index by 3.56%, and the ChiNext Index by 4.54%. The communication sector, represented by the Shenwan Communication Index, increased by 8.70% [1][9]. - Within the communication sector, the highest increase was observed in the communication network equipment and devices, which rose by 12.14%, while the lowest increase was in communication application value-added services, which rose by 3.56% [12][1]. - Notable individual stock performances included Guangku Technology with a 39.19% increase, Tongyu Communication at 39.06%, and TeFa Information at 34.07% [14][1]. Summary by Sections Weekly Market Overview - The communication industry index increased by 8.70% during the week [9]. - The communication network equipment and devices sub-sector had the highest increase at 12.14% [12]. - The majority of stocks in the communication sector experienced gains, with 89.52% of stocks rising [14]. News Highlights - Google has adjusted its 2027 TPU shipment expectations upward, indicating a positive outlook for the non-NV inference chip supply, which is expected to boost the overseas computing hardware chain [2]. - Alibaba's cloud revenue for Q2 FY2026 reached 398.24 billion yuan (approximately 55.94 billion USD), marking a 34% year-on-year growth, with AI-related product revenue achieving triple-digit growth for nine consecutive quarters [2][21]. - The establishment of the Commercial Space Administration in China is expected to enhance coordination and integration within the satellite industry, promoting high-quality development [2][20]. Key Company Announcements - Notable announcements from the communication sector include ongoing equity acquisitions and transfers by companies such as Unisplendour and Tianfu Communication [24][26].

一、沪深股通前十大成交 今日沪股通总成交金额为836.56亿，深股通总成交金额为1036.53亿。 | | 沪股通( | 12月3日 ) | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 601138 | 工业富联 | 19.44 | | 2 | 600519 | 贵州茅台 | 10.55 | | 3 | 603993 | 洛阳铝业 | 10.48 | | 4 | 601899 | 紫美郎,亦 | 10.14 | | 5 | 688256 | 東電紀 | 9.99 | | 6 | 603259 | 约明康德 | 8.74 | | 7 | 603986 | 兆易创新 | 7.88 | | 8 | 601600 | 中国铝V | 7.22 | | 9 | 600111 | 北方稀土 | 6.27 | | 10 | 600036 | 招商银行 | 6.08 | | | 深胺道( | 12月3日 | | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 300502 | 新易盛 | 35.33 | | 2 ...

沪深股通今日合计成交1873.09亿，其中工业富联和新易盛分居沪股通和深股通个股成交额首位。板块 主力资金方面，光学光电子板块主力资金净流入居首。ETF成交方面，纳斯达克ETF（513300）成交额 环比增长288%。期指持仓方面，IM合约多头加仓数量大于空头。龙虎榜方面，航天发展获一家机构买 入8203万，获一家一线游资席位（中国银河大连黄河路）买入2.38亿，同时遭两家一线游资席位（国投 证券西安朱雀大街、中泰证券湖北分公司）合计卖出3.2亿。 一、沪深股通前十大成交 今日沪股通总成交金额为836.56亿，深股通总成交金额为1036.53亿。 | | 沪股通( | 12月3日 ) | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 601138 | 工业富联 | 19.44 | | 2 | 600519 | 贵州茅台 | 10.55 | | 3 | 603993 | 洛阳铝水 | 10.48 | | 4 | 601899 | 三四年薪 | 10.14 | | 5 | 688256 | 寒武纪 | 66 6 | | 6 | ...

沪深股通今日合计成交1873.09亿，其中工业富联和新易盛分居沪股通和深股通个股成交额首位。板块主力资金方面，光学光电子板块主力资金净流入居 首。ETF成交方面，纳斯达克ETF（513300）成交额环比增长288%。期指持仓方面，IM合约多头加仓数量大于空头。龙虎榜方面，航天发展获一家机构买 入8203万，获一家一线游资席位（中国银河大连黄河路）买入2.38亿，同时遭两家一线游资席位（国投证券西安朱雀大街、中泰证券湖北分公司）合计卖出 3.2亿。 一、沪深股通前十大成交 今日沪股通总成交金额为836.56亿，深股通总成交金额为1036.53亿。 | | 沖殿通（ | 12月3日 | 100 | | | --- | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | | 成交金额(亿元) | | 1 | 601138 | 工业富联 | | 19.44 | | 2 | 600519 | 贵州茅台 | | 10.55 | | 3 | 603993 | 洛阳铝业 | | 10.48 | | 4 | 601899 | 紫美矿业 | | 10.14 | | 5 | 688256 | ...

瑞迈特 博盈特焊 杰瑞股份 汇川技术 立讯精密 中控技术 分时图 日K线 周K线 月K线 95.00 -1.40 -1.45% 3.40% 2.27% 1.13% 0.00% 1.13% 2.27% 3.40% 93.12 94.21 95.31 96.40 97.49 98.59 99.68 09:30 10:30 11:30/13:00 14:00 15:00 15:30 300 2万 4万 7万 【深圳商报讯】（记者 陈燕青）刚过去的11月，公募基金调研热情较高。公募排排网数据显示，11月 共有154家公募机构参与到A股市场调研活动中，范围覆盖到30个申万一级行业中的506只个股，合计调 研频次达4298次。 11月，共有53只个股获得公募基金密集调研，调研次数均不低于20次。其中，11只个股表现尤为突出， 被调研次数均达到或超过40次。 立讯精密（002475）成为当月最受公募关注的个股，被调研次数达142次。立讯精密属于电子行业，主 营业务核心是电子连接器及其相关零部件的研发、生产与销售，公募调研主要了解其三季度经营情况。 另外两只电子行业个股工业富联（601138）和奥比中光入围前十，依次被调研4 ...

该公司成立于2010年6月，法定代表人为许天平，经营范围含生产、加工、销售服务器、电动、非电动 助力车、自动光交换网络设备、高速存储系统及智能化存储设备、新型平板显示屏、新型电子元器件、 精密模具，从事上述产品的同类商品的进出口、批发及 天眼查工商信息显示，近日，富联精密电子（天津）有限公司发生工商变更，注册资本由约32.15亿人 民币增至约52.15亿人民币，增幅约62%。 来源：中国能源网 ...

| ·大原台 | 都在用的商业查询工具 | | 查老板 查关系 查风险 童公司 | | | | | --- | --- | --- | --- | --- | --- | --- | | | 国家中小企业发展子基金旗下机构 | | 富联精密电子 (天津) 有限公司 | × | 天眼一下 | | | 基本信息 80 | | 法律诉讼 29 | 经营风险 4 | 经营信息 999+ | | 公記 | | 变更记录 37 0 ● | | | | | | | | 序号 变更日期 | | 变更项目 | | 变更前 | | | | 1 OU GF BOUG | 注册次个 (万元) | | 321489 24 | | | | | | 草公司 都在用的商业查询工具 | 西老板 有关系 萱风险 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 2 7 2 製作中 建设 元 中 | 富联精密电子 (天津)有限公司 | 8 天眼一下 | 0 NE - | 商务合作 企业级产品 | | IHX | | 是本信息 80 | 法律诉讼 29 | 经营风险 ...