12月9日，沪指、深成指震荡回落，创业板指冲高回落尾盘拉升。截至收盘，沪指跌0.37%，深成指跌0.39%，创业板指涨0.61%。沪深两市成交额1.92万 亿，较上一个交易日缩量1339亿。全市场超4000只个股下跌。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3909.52 | 13277.36 | 1401.73 | | -14.56 -0.37% -52.63 -0.39% -24.51 -1.72% | | | | 科创50 | 创业板指 | 万得全A | | 1347.11 | 3209.60 | 6280.71 | | -3.69 -0.27% +19.33 +0.61% -34.77 -0.55% | | | | 沪深300 | 中证500 | 中证A500 | | 4598.22 | 7121.33 | 5530.03 | | -23.53 -0.51% -51.04 -0.71% -31.33 -0.56% | | | | 中证1000 | 深证100 | 中证红利 | | 7380.58 | 5854.07 | 5476.84 | | -42 ...

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite and Shenzhen Component indices experiencing fluctuations and closing lower, while the ChiNext index rose before pulling back at the end of the session [1][3] - The total trading volume in the Shanghai and Shenzhen markets was 1.9 trillion, a decrease of 132.7 billion compared to the previous trading day [1][6] Sector Performance - The computing hardware sector saw strong gains, with notable stocks such as Dekoli hitting the daily limit, and Fujing Technology and Tianfu Communication reaching historical highs [1][2] - The retail sector also performed well, with stocks like Yonghui Supermarket and Maoye Commercial hitting the daily limit [1][2] - Conversely, the Hainan local stocks experienced significant declines, with New Dazhou A hitting the daily limit down [1][2] Index Performance - As of the market close, the Shanghai Composite index fell by 0.37%, the Shenzhen Component index decreased by 0.39%, while the ChiNext index increased by 0.61% [3][4]

Core Viewpoint - Yonghui Supermarket has experienced a significant stock price increase despite ongoing operational challenges and executive share reductions, indicating potential market speculation or investor confidence in future recovery efforts [2][3]. Group 1: Stock Performance - On December 9, Yonghui Supermarket's stock price surged to 4.75 CNY per share, marking a 9.95% increase, with a total market capitalization reaching 43.1 billion CNY [2]. - This marks the second consecutive trading day of the stock hitting the daily limit up, coinciding with the completion of a share reduction plan by the company's chairman and associated parties [2]. Group 2: Share Reduction - On December 8, Yonghui Supermarket announced that its founder and chairman, Zhang Xuansong, along with the Shanghai Xishirun Hejun No. 6 Private Securities Investment Fund, completed a share reduction plan, selling 90.75 million shares, which is 1% of the total share capital, for a total cash amount of 377 million CNY [2]. - This reduction is part of a broader trend, with multiple executives and shareholders reducing their stakes in the company, including a significant reduction by a major shareholder, JD Century Trading, in July [2]. Group 3: Financial Performance - For the first three quarters of 2025, Yonghui Supermarket reported a revenue of 42.434 billion CNY, a year-on-year decline of 22.21%, and a net loss attributable to shareholders of 710 million CNY, an increase in losses of 811.60% compared to the previous year [3]. - In the third quarter alone, the company recorded a revenue of 12.486 billion CNY, down 25.55% year-on-year, with a net loss of 469 million CNY, which is an increase of 116 million CNY compared to the same period last year [3]. Group 4: Legal Issues - As of December 5, 2025, Yonghui Supermarket and its subsidiaries faced new litigation and arbitration cases totaling approximately 495 million CNY, representing 11.14% of the audited net assets for 2024, primarily related to lease and supply disputes [3]. Group 5: Strategic Initiatives - To support its transformation, Yonghui Supermarket announced a fundraising plan in late October, aiming to raise up to 3.114 billion CNY for store renovations, logistics upgrades, and to supplement working capital or repay bank loans [3]. - Following a 6.27 billion CNY acquisition of a 29.4% stake in Yonghui by Miniso in September 2024, a reform leadership team has been established to drive store adjustments and supply chain integration, although the effectiveness of these measures remains to be seen [3].

Core Viewpoint - The announcement from China Securities Index Co., Ltd. regarding the periodic adjustment of various indices, including the CSI 300 and CSI 500, indicates significant changes in sample stocks, which may impact market dynamics and investor sentiment [1]. Group 1: Index Adjustments - The CSI 300 index will replace 11 sample stocks, while the CSI 500 will replace 50, the CSI 1000 will replace 100, the CSI A50 will replace 4, the CSI A100 will replace 6, and the CSI A500 will replace 20 [1]. Group 2: YH Supermarket Shareholding Changes - YH Supermarket (601933.SH) announced a plan for major shareholders to reduce their holdings by up to 90,750,000 shares, representing no more than 1% of the total share capital, due to personal funding needs [2][3]. - The estimated cash from this reduction, based on the closing price of 4.74 yuan on November 11, is approximately 430 million yuan [3]. Group 3: Financial Performance - YH Supermarket reported significant losses over the past four years, with cumulative losses reaching 10.211 billion yuan by the end of the third quarter of 2025 [4]. - The company plans to raise up to 311.39 million yuan through a private placement to fund store upgrades, logistics improvements, and to supplement working capital or repay bank loans [4]. Group 4: Shareholder Structure - As of the date of the fundraising announcement, Jun Cai International holds 2,668,135,376 shares, accounting for 29.40% of the total share capital, making it the largest shareholder, but the company currently has no controlling shareholder or actual controller [5].

Core Viewpoint - The Fujian sector is experiencing significant activity, with multiple stocks hitting their daily limit up, driven by favorable government planning and infrastructure initiatives [1][3][10]. Group 1: Stock Performance - On December 9, several stocks in the Fujian sector, including Longzhou Co. and Xiamen Port, reached their daily limit up within minutes of market opening, with 16 stocks either hitting the limit or rising over 10% [1][3]. - Anji Food has achieved six consecutive limit ups, while Longzhou Co. has five, and Shuhua Sports has four [5]. Group 2: Government Planning Initiatives - The Quanzhou "14th Five-Year Plan" emphasizes enhancing infrastructure connectivity with Taiwan, including the expansion of the Shijing passenger and cargo transport hub and the advancement of the Quanzhou-Xiamen-Jinmen expressway [6]. - The Xiamen "14th Five-Year Plan" aims to establish a free port-like economic zone and implement strategies to boost consumption, creating a four-tier commercial system to develop an international consumption center [6][8]. Group 3: Economic Development Strategies - The plans include fostering new industries such as artificial intelligence, hydrogen energy, and biomanufacturing, while also promoting the integration of traditional and emerging sectors [7]. - The Fujian government is focused on enhancing consumer spending and creating a favorable environment for inbound consumption, including the establishment of friendly business districts for international consumers [10][11]. Group 4: Infrastructure and Technological Advancements - The Fujian government is set to improve transportation logistics infrastructure and develop a comprehensive cross-strait transportation hub, including projects to enhance water, electricity, and gas connectivity with Kinmen and Matsu [11][12]. - The province aims to expand its computing power infrastructure, targeting a public computing capacity of over 12 EFLOPS by the end of 2027, while also promoting green energy usage in data centers [12].

一、【早盘盘面回顾】 智通财经12月9日讯，三大指数早盘涨跌不一，沪指窄幅震荡，创业板指涨超1%。沪深两市半日成交额 1.26万亿，较上个交易日缩量347亿。全市场超3500只个股下跌。从板块来看，算力硬件概念再度爆 发，胜宏科技涨近9%，德科立20cm涨停。福建板块延续强势，安记食品6连板，舒华体育4连板，东百 集团、厦门港务双双3连板。零售板块表现活跃，茂业商业、中央商场相继涨停。下跌方面，海南本地 股集体大跌，新大洲A跌停。有色金属板块震荡走弱，中国中冶触及跌停。截至收盘，沪指跌0.13%， 深成指涨0.09%，创业板指涨1.07%。 个股来看，今日早盘涨停数量为40家（不包括ST及未开板新股），封板率为62%，连板股数量为16家， 安记食品6连板，龙洲股份、骏亚科技5连板，舒华体育4连板，厦门港务、昇兴股份、东百集团3连板， 安妮股份、达华智能、中瓷电子、南京商旅、厦门空港、永辉超市、威帝股份、大业股份、再升科技2 连板。 板块上，算力硬件方向延续强势，德科立、中瓷电子、超声电子、骏亚科技等个股涨停，生益电子、生 益科技、太辰光、中际旭创等个股涨幅居前。 | CPO +1.75% + 自选 6 | | ...

永辉超市于2025年10月31日发布公告，2025年度向特定对象发行A股股票申请获得上海证券交易所受理。 11月30日，永辉超市陕西调改店落子，首店经济激活革命老区消费新动能。 注：本文由AI根据市场公开信息生成，不构成投资建议，投资有风险，入市需谨慎。 来源：市场资讯 交易所数据显示，2025年12月9日，永辉超市开盘后震荡下行，盘中价格逐步走低；10时20分前后动能转 强，股价快速拉升，连续突破多个价位，于10时36分强势封板，晋级2连板，随后在4.75元附近横盘整 理。截至当日11时29分，成交额达35.54亿元，封单量6.71亿元，振幅13.43%。 | 分时 五日 日K 周K 月K 5分 15分 30分 60分 | | | 五档盘口 | | 明细 | | --- | --- | --- | --- | --- | --- | | 最新 : 4.75 涨跌额:0.43 涨跌幅:+9.95% | | 均价:4.50 2025-12-09 11:30 | 委比 +100.00% | | 委差 141.92万 | | 4.75 | | 9.95% | | | | | | | | 英5 | 57 | 20 | ...

Market Performance - The A-share market in Fujian continues to strengthen, with notable stocks including Zhongchuang Environmental Protection hitting a 20% limit up, and Deyi Cultural Creativity rising over 12% [1] - Significant stocks such as Shuhua Sports, Longzhou Co., Xinha Food, and others also experienced limit up movements, with Anji Food achieving a six-day consecutive rise [1] Policy Developments - On December 8, the Xiamen Municipal Committee released suggestions for the 15th Five-Year Plan, aiming to accelerate the establishment of a cross-strait common market [2] - The plan includes optimizing the business environment related to Taiwan, exploring free trade for goods, and enhancing the transportation system between Xiamen and Taiwan [1][2] Stock Highlights - Zhongchuang Environmental Protection (300056) saw a 20.05% increase with a market cap of 3.971 billion, but a year-to-date decline of 22.44% [3] - Deyi Cultural Creativity (300640) increased by 12.42%, with a market cap of 2.814 billion and a year-to-date rise of 60.87% [3] - Anji Food (603696) rose by 9.99%, with a market cap of 5.541 billion and a remarkable year-to-date increase of 189.47% [3]

Market Performance - The A-share market in Fujian continues to strengthen, with notable stocks such as Zhongchuang Environmental Protection hitting a 20% limit up, and Deyi Cultural Innovation rising over 12% [1] - Several companies, including Shuhua Sports, Longzhou Co., and Xinha Food, achieved multiple consecutive limit ups, indicating strong market interest [1] - Anji Food has recorded six consecutive limit ups, while Longzhou Co. and Shuhua Sports have five and four consecutive limit ups, respectively [1] Economic Development Initiatives - The Xiamen Municipal Committee released suggestions for the 15th Five-Year Plan, emphasizing the acceleration of building a cross-strait common market [2] - The plan includes optimizing the business environment related to Taiwan, exploring free trade for goods, and enhancing the cross-strait transportation system [2] - The initiative aims to establish Xiamen as a hub for cross-border e-commerce and improve direct shipping routes between Taiwan and Xiamen [2] Stock Performance Summary - Zhongchuang Environmental Protection (300056) has a market cap of 3.971 billion with a year-to-date decline of 22.44% despite a recent 20.05% increase [3] - Deyi Cultural Innovation (300640) shows a significant year-to-date increase of 60.87%, with a market cap of 2.814 billion [3] - Shuhua Sports (605299) has a market cap of 6.417 billion and a year-to-date increase of 103.49% after a recent 10.04% rise [3] - Longzhou Co. (002682) has a market cap of 5.365 billion and a year-to-date increase of 125.53% following a 10.03% rise [3] - Anji Food (603696) has a remarkable year-to-date increase of 189.47% with a market cap of 5.541 billion after a 9.99% rise [3]

责任编辑：栎树 | 代码 | 名标 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 600280 | 中央商场 | | 10.03 | 45.81亿 | -1.22 | | 600828 | 茂业商业 | 策 | 10.02 | 112亿 | 48.28 | | 600693 | 东百集团 | 1 | 9.99 | 107亿 | 78.52 | | 601933 | 永辉超市 | 1 | 9.95 | 431亿 | -25.08 | | 603123 | 翠微股份 | | 5.48 | 96.81亿 | 50.56 | | 002187 | 广百股份 | 1 | 4.43 | 56.21亿 | 13.95 | | 000759 | 中百集团 | | 4.35 | 50.82亿 | -41.36 | | 601116 | 三江购物 | | 3.86 | 87.03亿 | 48.75 | | 002356 | 赫美集团 | 策 | 3.10 | 56.78亿 | 31.61 | | 002697 | 红旗连锁 | | 2.7 ...