截至12月1日，市场融资余额合计2.47万亿元，较前一交易日增加102.08亿元，这已经是融资余额连续5 个交易日持续增加，其中，沪市融资余额12486.17亿元，较前一交易日增加52.82亿元；深市融资余额 12105.23亿元，较前一交易日增加48.84亿元；北交所融资余额75.69亿元，较前一交易日增加4184.58万 元。 证券时报·数据宝统计显示，具体到个股，12月1日共有1937只股获融资净买入，净买入金额在千万元以 上的有520只，其中43只融资净买入额超亿元。沪电股份融资净买入额居首，当日净买入5.73亿元，其 次是香农芯创、紫金矿业，融资净买入金额分别为5.60亿元、4.62亿元，融资净买入金额居前的还有杰 瑞股份、宁德时代、东方精工等。 | 代码 | 简称 | 12月1日涨跌幅 | 融资净买入额 | 最新融资余额 | 占流通市值比例 | 所属行 | | --- | --- | --- | --- | --- | --- | --- | | | | （%） | （万元） | （万元） | （%） | 业 | | 002463 | 沪电股 份 | 3.80 | 57347.07 | 34558 ...

Group 1 - As of December 1, the margin trading balance of A-shares reached 24,843.11 billion yuan, an increase of 107.33 billion yuan from the previous trading day, accounting for 2.57% of the A-share circulating market value [1] - The margin trading turnover on the same day was 1,925.07 billion yuan, up by 347.62 billion yuan from the previous trading day, representing 10.18% of the total A-share trading volume [1] - Among the 31 primary industries, 21 experienced net financing inflows, with the electronics sector leading at a net inflow of 4.265 billion yuan [1] Group 2 - A total of 43 stocks had net financing inflows exceeding 100 million yuan, with Huadian Co., Ltd. receiving the highest net inflow of 573 million yuan [1] - Other notable stocks with significant net financing inflows include Xiangnan Xinchuan, Zijin Mining, Jereh Co., Ltd., Ningde Times, Dongfang Precision, Cambrian, Zhaoyi Innovation, Huagong Technology, and Northern Rare Earth [1][2]

沪深两市数据显示，12月1日，融资净买入前十的股票分别为：沪电股份（5.73亿元）、香农芯创（5.60 亿元）、紫金矿业（4.62亿元）、杰瑞股份（4.12亿元）、宁德时代（3.99亿元）、东方精工（3.92亿 元）、寒武纪（2.85亿元）、兆易创新（2.48亿元）、华工科技（2.43亿元）、北方稀土（2.34亿元）。 ...

消息面上，美国白宫国家经济委员会主任哈塞特表示，如果特朗普提名他担任美联储主席，他将乐于效 劳。降息预期持续升温，据CME"美联储观察"数据，美联储12月降息25个基点的概率为87.4%，远高于 11月21日的39.6%。12月1日，现货黄金突破4230美元/盎司，日内涨0.26%。 高盛调查显示，超70%机构投资者预计黄金明年将继续上涨，36%预计明年年底前升破5000美元；受联 储降息预期提振，现货黄金年初至今累计上涨超60%。此外，在全球供应紧张与美联储降息预期推动 下，白银价格史上首次突破57美元/盎司。 紫金矿业 紫金矿业 灵宝黄金 中国黄金国际 中国白银集团 分时图 日K线 周K线 月K线 30.06 1.48 5.18% 7.24% 4.83% 2.41% 0.00% 2.41% 4.83% 7.24% 26.51 27.20 27.89 28.58 29.27 29.96 30.65 09:30 10:30 11:30/13:00 14:00 15:00 0 715万 1430万 2145万 黄金股涨幅居前，截至发稿，中国白银国际(00815)涨11.27%，报0.79港元；灵宝黄金(0333 ...

Group 1 - The report emphasizes that the Chinese stock market is entering a favorable zone, with a significant opportunity for investment in the upcoming months due to a convergence of policy, liquidity, and fundamentals [12][14][13] - The report identifies key sectors to focus on, including technology, financial services, and consumer goods, suggesting a strategic shift towards more aggressive investment positions [14][12] - The anticipated growth in the Chinese capital market is supported by a reduction in previous valuation discounts, with expectations of double-digit profit growth in the non-financial sector by 2026 [13][12] Group 2 - In the technology sector, companies like Tencent and Alibaba are highlighted for their robust revenue and profit growth, driven by advancements in AI and cloud services [20][24] - The electronics industry is seeing accelerated demand for domestic AI solutions, with companies like Haiguang Information benefiting from this trend [32][8] - The communication sector is expected to thrive due to increased capital expenditure on AI infrastructure, with significant growth anticipated in light communication technologies [39][40] Group 3 - The machinery sector is experiencing growth, with companies like Changying Precision and Hengli Hydraulic showing improved profitability and market positioning [6][8] - The automotive industry, particularly Weichai Power, is noted for steady revenue and performance improvements, indicating a positive outlook [6][8] - The healthcare sector, with a focus on innovative pharmaceuticals, is recommended for investment, particularly in companies like Ying'en Bio [6][8] Group 4 - The consumer sector is poised for recovery after a three-year adjustment period, with low valuations and potential policy support creating structural opportunities [14][12] - Companies in the retail and food & beverage sectors, such as Shoulu Hotel and Yanjing Beer, are highlighted for their improving performance metrics [6][8] - The financial sector, particularly non-bank financial institutions like Huatai Securities and China Ping An, is expected to benefit from market reforms and improved profitability [6][8]

两市全天特大单净流入67.49亿元，其中41股特大单净流入超2亿元，中兴通讯特大单净流入49.22亿元， 特大单净流入资金居首。 沪指今日收盘上涨0.65%。资金面上看，沪深两市全天特大单净流入67.49亿元，共计1946股特大单净流 入，2727股特大单净流出。 从申万一级行业来看，今日有14个行业特大单资金净流入，通信特大单净流入规模居首，净流入资金 63.60亿元，该行业指数今日上涨2.81%，其次是电子，今日上涨1.58%，净流入资金为52.70亿元，净流 入资金居前的还有有色金属、汽车等行业。 特大单资金净流出的行业共有17个，净流出资金最多的是电力设备，特大单净流出资金20.30亿元，其 次是计算机，特大单净流出资金13.35亿元，净流出资金居前的还有传媒、医药生物等行业。 具体到个股来看，41股特大单净流入超2亿元，中兴通讯特大单净流入49.22亿元，净流入资金规模居 首；广和通特大单净流入资金12.96亿元，位列第二；净流入资金居前的还有北京君正、兆易创新、紫 金矿业等。特大单净流出股中，阳光电源特大单净流出资金12.17亿元，净流出资金最多；东方财富、 胜宏科技特大单净流出资金分别为10.2 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 紫金礦業集團股份有限公司 呈交日期: 2025年12月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 601899 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 20,591,232,240 | RMB | | 0.1 | RMB | | 2,059,123,224 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 20,591,232,240 | RMB | | 0.1 | RMB | | 2,059,123,224 ...

相关研究 证券分析师 2025 年 12 月 01 日 扬帆出海，2026 关注哪些方向？ 2026 年出海展望 陆灏川 A0230520080001 luhc@swsresearch.com 王雪蓉 A0230523070003 wangxr@swsresearch.com 刘建伟 A0230521100003 liujw@swsresearch.com 马天一 A0230525040004 maty@swsresearch.com 戴文杰 A0230522100006 daiwj@swsresearch.com 刘正 A0230518100001 liuzheng@swsresearch.com 屠亦婷 A0230512080003 tuyt@swsresearch.com 邵靖宇 A0230524080001 shaojy@swsresearch.com 马焰明 A0230523090003 maym@swsresearch.com 任杰 A0230522070003 renjie@swsresearch.com 王立平 A0230511040052 wanglp@swsresearch.com 周文远 ...

截至月份: 2025年11月30日 狀態: 新提交 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 FF301 第 1 頁 共 10 頁 v 1.1.1 致：香港交易及結算所有限公司 公司名稱: 紫金礦業集團股份有限公司 呈交日期: 2025年12月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 601899 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 20,591,232,240 | RMB | | 0.1 | RMB | | 2,059,123,224 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 20,591,232,240 | RMB | | ...

Group 1 - The metal zinc sector saw an increase of 2.86%, ranking third among concept sectors, with 31 stocks rising, including Wisdom Agriculture, Hebang Biological, and Luoping Zinc Electric, which hit the daily limit [1] - Leading gainers in the zinc sector included New Weiling, Xingye Silver Tin, and Shengda Resources, with increases of 8.11%, 7.65%, and 7.21% respectively [1] - The top decliners were Dazhong Mining, Guocheng Mining, and Huayu Mining, which fell by 4.35%, 3.13%, and 1.62% respectively [1] Group 2 - The zinc concept sector attracted a net inflow of 1.836 billion yuan, with 19 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflow [2] - Zijin Mining led the net inflow with 886 million yuan, followed by Hunan Silver, Hebang Biological, and Baiyin Nonferrous with net inflows of 346 million yuan, 283 million yuan, and 279 million yuan respectively [2] Group 3 - In terms of net inflow ratios, Wisdom Agriculture, Luoping Zinc Electric, and Hebang Biological had the highest ratios at 48.28%, 35.03%, and 34.26% respectively [3] - The top stocks in the zinc concept sector based on net inflow included Zijin Mining with a daily increase of 5.18% and a turnover rate of 1.75%, and Hunan Silver with a daily increase of 7.02% and a turnover rate of 14.31% [3]