格隆汇12月2日｜招商轮船今日跌9.94%，成交额21.58亿元，换手率2.99%，盘后龙虎榜数据显示，沪股 通专用席位买入6060.95万元并卖出2.18亿元，1家机构专用席位净买入3614.10万元，有2家机构专用席 位净卖出1.36亿元。 ...

转自：智通财经 【龙虎榜|招商轮船今日跌9.94% 有2家机构专用席位净卖出1.36亿元】智通财经12月2日电，招商轮船今 日跌9.94%，成交额21.58亿元，换手率2.99%，盘后龙虎榜数据显示，沪股通专用席位买入6060.95万元 并卖出2.18亿元，1家机构专用席位净买入3614.10万元，有2家机构专用席位净卖出1.36亿元。 ...

每经AI快讯，招商轮船（601872）今日跌9.94%，成交额21.58亿元，换手率2.99%，盘后龙虎榜数据显 示，沪股通专用席位买入6060.95万元并卖出2.18亿元，1家机构专用席位净买入3614.10万元，有2家机 构专用席位净卖出1.36亿元。 ...

证券之星消息，12月2日航运港口板块较上一交易日下跌1.22%，招商轮船领跌。当日上证指数报收于 3897.71，下跌0.42%。深证成指报收于13056.7，下跌0.68%。航运港口板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603162 | 海通发展 | 12.56 | 2.53% | 50.39万 | | 6.29亿 | | 000905 | 厦门港务 | 10.94 | 1.86% | 53.68万 | | 5.85 Z | | 002320 | 海峡股份 | 13.06 | 1.71% | 68.28万 | | 8.81亿 | | 603209 | 兴通股份 | 16.24 | 1.44% | - 10.47万 | | 1.69 T | | 000582 | 北部湾港 | 9.10 | 1.11% | 20.82万 | | 1.89亿 | | 601000 | 唐山港 | 3.87 | 0.78% | 50.92万 | | 1.96 T | | ...

今日（12月2日），A股震荡走弱，部分高股息风格个股韧性彰显。聚焦"高股息+低估值"大盘蓝筹股的 价值ETF（510030）盘中一度逆市飘红，午后有所回落，截至发稿，场内价格跌0.18%。 成份股方面，银行、保险、石化等板块部分个股涨幅居前。截至发稿，中国石化大涨超2%，中国人 保、南京银行、中国太保等多股跟涨超1%；下跌方面，航运、基建板块部分个股表现不佳，招商轮船 跌超9%，潞安环能、中国电建等跌超1%，拖累板块走势。 | | | 分时 多日 1分 5分 15分 30分 60分 * | | | | | F9 盘前盘后 叠加 九转 画线 工具 @ 2 | | | 价值ETF 1 | | 510030 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 510030[价值ETF] 14:13 价 1.092 涨跌 -0.002(-0.18%) 均价 1.093 股交量 0 IOPV | | | | | | | -0.002 -0.18% | | 1.03 | | | | | ...

格隆汇12月2日｜A股市场航运板块走弱，招商轮船触及跌停，中远海能、招商南油、华光源海、海航 科技、中远海科、宁波远洋等跟跌。 ...

Group 1 - The Shanghai 180 Index (000010) shows mixed performance among its constituent stocks, with Transsion Holdings (688036) leading the gain at 4.86% and GAC Group (601238) up by 3.78% [1] - The market is experiencing increased volatility as the year-end approaches, and CICC suggests maintaining a "barbell" strategy (dividend + technology internet) for portfolio allocation [1] - The management fee for the Shanghai 180 ETF Index Fund (530280) is 0.15%, and the custody fee is 0.05% [1] Group 2 - As of November 28, 2025, the top ten weighted stocks in the Shanghai 180 Index include Kweichow Moutai (600519) and Zijin Mining (601899), collectively accounting for 26.13% of the index [2] - The Shanghai 180 ETF Index Fund has several off-market connection options, including Ping An's various linked funds [2]

Core Insights - The manufacturing PMI index for November is at 49.2%, showing a slight month-on-month increase of 0.2 percentage points, indicating a minor recovery within the contraction zone [6][7] - The new orders index for November is also at 49.2%, with a month-on-month increase of 0.4 percentage points, while the new export orders index rose by 1.7 percentage points to 47.6%, likely driven by the upcoming holiday shopping season [6][7] - The production index stands at 50.0%, reflecting a month-on-month increase of 0.3 percentage points, indicating stability at the threshold level [6][7] Macroeconomic Overview - Manufacturing purchasing and inventory intentions are still in the contraction zone, suggesting a need for further improvement in procurement sentiment [6][7] - Fixed asset investment projects, particularly in infrastructure and affordable housing, are expected to gain momentum towards the end of the year and the beginning of the next [6][7] Market Performance - The Shanghai Composite Index closed at 3914.01, up by 0.65%, while the Shenzhen Component Index rose by 1.25% to 13146.72 [3] - The performance of various industry indices shows that non-ferrous metals and telecommunications sectors led with increases of 2.85% and 2.81%, respectively, while agriculture and forestry sectors saw declines [4] Sector Analysis - The manufacturing sector's price index showed a recovery in November, with the main raw material purchase price index rising by 1.1 percentage points to 53.6%, indicating a high level of activity [7] - The equipment manufacturing and raw materials industries are sensitive to downstream fixed asset investments, with some signs of demand recovery in November [8]

转自：新华财经 新华财经北京12月2日电 四大证券报内容精华摘要如下： 中国证券报 •理财新势力亮相科创板打新 入场者为何仅为少数派 被称为"国产GPU第一股"的摩尔线程自启动新股申购以来，便持续吸引着市场目光。在这场由机构主导 的资本盛宴中，银行理财公司的身影尤为突出。宁银理财、兴银理财以A类投资者身份成功获配摩尔线 程股份，标志着银行理财权益投资迈出重要一步。事实上，这并非银行理财公司首次尝试IPO网下打 新。尽管业内将网下打新视为银行理财产品增厚收益的重要策略之一，但从实践情况来看，真正参与的 银行理财公司仍为少数。某城商行理财公司首席投资官表示："权益投资并非是银行理财公司的主菜。 若想参与新股申购并成功获配，需要公司拥有成熟的投研团队、专业的投研能力。" 2025年最后一个月的券商月度投资组合日前陆续出炉。数据显示，截至12月1日记者发稿时，券商已推 荐逾160只月度"金股"，中际旭创、美的集团、巨人网络、恒立液压等推荐频次居前。11月A股震荡调 整，券商11月"金股"不到三分之一在当月取得正收益，国联民生金股指数、华泰证券金股指数收益排名 靠前。12月1日，A股三大股指集体上涨迎来12月"开门红" ...

Core Insights - The A-share port and shipping companies have experienced a strong surge in stock prices due to increased international shipping rates and a significant rise in container shipping index futures [1][2] - The shipping industry in China has received continuous policy support, with 14 companies reporting net profit growth in the first three quarters of the year, with some exceeding their total net profit from the previous year [1][4] Group 1: Stock Performance - On December 1, A-share port and shipping stocks collectively surged, with the industry index closing up 2.84% and over 1.6 billion yuan of net inflow from major funds into the sector [2] - Individual stocks such as China Merchants Energy (招商轮船) rose by 9.65%, reaching a historical high, while COSCO Shipping Energy (中远海能) and COSCO Shipping Specialized (中远海特) increased by 6.71% and 5.19% respectively [2] Group 2: Market Dynamics - Major shipping companies, including Mediterranean Shipping Company and CMA CGM, announced rate increases for multiple international routes starting December 1 [2] - The container shipping index for European routes saw a continuous rise, with the main contract increasing by 6.74% on November 28 and further gains on December 1 [2] - The Baltic Dry Index (BDI) rose by 3.23% on November 28, marking 12 consecutive trading days of increases [2] Group 3: Industry Outlook - The shipping industry is benefiting from favorable policies, including initiatives for high-quality development of inland shipping and the promotion of green shipping corridors [3] - Local governments, such as Shanghai, are implementing plans to develop modern shipping service systems and enhance international hub port capabilities [3] - Analysts predict that the shipping industry's investment logic will continue to focus on supply-demand gaps, with low supply growth and potential demand increases [3] Group 4: Company Performance - Among the 35 listed companies in the port and shipping sector, 14 reported year-on-year net profit growth in the first three quarters, with notable increases from Antong Holdings (安通控股) at 311.77%, Jinjiang Shipping (锦江航运) at 64.76%, and Liaoning Port (辽港股份) at 37.51% [4] - Antong Holdings achieved a net profit of 664 million yuan in the first three quarters, surpassing its total net profit for 2024, primarily through domestic container logistics [4] - Jinjiang Shipping reported a net profit of 1.185 billion yuan, also exceeding its total net profit for 2024, with steady growth in container shipping volumes in the Asian region [4][5]