| 代码 | 简称 | 沪股通专用席位净买入（万元） | 当日涨跌幅（%） | 当日换手率（%） | | --- | --- | --- | --- | --- | | 688110 | 东芯股份 | 16291.81 | 20.00 | 11.72 | | 600105 | 永鼎股份 | 12781.89 | 9.99 | 27.71 | | 600685 | 中船防务 | 5224.54 | -9.34 | 10.13 | | 600343 | 航天动力 | 4417.28 | 0.05 | 27.50 | | 688048 | 长光华芯 | 2660.64 | 20.00 | 17.64 | | 600756 | 浪潮软件 | 1038.24 | -0.73 | 33.00 | | 688523 | 航天环宇 | 1011.22 | -3.13 | 31.51 | | 603162 | 海通发展 | 483.64 | 10.05 | 6.09 | | 600955 | 维远股份 | 71.84 | 10.04 | 2.51 | | 600868 | 梅雁吉祥 | -126.23 | 10.10 | 2. ...

10月18日公司发布的三季报数据显示，前三季度公司共实现营业收入30.09亿元，同比增长16.32%，实 现净利润2.53亿元，同比下降38.47%。（数据宝） 海通发展11月26日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 4149.01 | | | 买二 | 沪股通专用 | 1251.15 | | | 买三 | 华鑫证券有限责任公司上海莲花路证券营业部 | 991.77 | | | 买四 | 中国银河证券股份有限公司台州黄岩委羽街证券营业 部 | 954.60 | | | 买五 | 东方证券股份有限公司无锡梁清路证券营业部 | 857.94 | | | 卖一 | 世纪证券有限责任公司湖南分公司 | | 773.29 | | 卖二 | 沪股通专用 | | 767.50 | | 卖三 | 国信证券股份有限公司北京分公司 | | 419.09 | | 卖四 | 国融证券股份有限公司上海金山区龙翔路证券营业部 | | 272.14 | 海通发展(603 ...

| | 团 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 002510 | 天汽模 | 10.00 | 12.58 | 6.53 | 7.04 | 7.81 | | 000652 | 泰达股 份 | 10.07 | 5.62 | 4.27 | 4.59 | 7.59 | （文章来源：证券时报网） 11月26日突破五日均线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 688699 | 明微电 子 | 20.01 | 6.94 | 43.22 | 49.96 | 15.61 | | 688110 | 东芯股 份 | 20.00 | 11.72 | 104.16 | 118.80 | 14.05 | | 301019 | 宁波色 母 | 20.00 | 16.34 | 22.85 | 25.74 | 12.63 ...

创业板指低开高走涨超2%，算力硬件股走强、消费股尾盘爆发。实达集团5连板，特发信息、新华都、欢瑞世纪4连板，一图看懂>> 宁波色母 公司研发的高透 POE 胶膜用交联母粒已投放市场,解决了 POE 胶膜中交联剂分散不 均、杂点和变色等问题,制得的POE胶膜产品符合耐老化、耐腐蚀、高体积电阻率和低 水汽诱过率等技术要求 BOLE FREE STARS 阿里 "千问" App公测首周下载量突破1000万 石基信息 3天2板 阿里旗下海宝（中国）软件有限公司持有公司 13% 股份，公司作为行业信息系统解决 方案供应商,与阿里在酒店、餐饮、零售、支付等领域有直连技术合作,还与阿里云有 业务合作 海南自由贸易港 海南自贸港封关于12月18日启动 海南瑞泽 2天2板 海南本地股,主营商品混凝土、新型墙体材料与水泥的生产与销售以及园林绿化业务, 大股东所持部分股份将被司法拍卖 H 24 5 T 天普股份 2天2板 控股股东等与中皇芯英签署的协议转让股份完成过户登记 CE FEMIL 龙騷科技 2天2板 与楚能新能源签署补充协议二,销售数量从原定的15万吨磷酸铁锂正极材料产品增至 130万吨,合同总销售金额超450亿元 分产 ...

（文章来源：证券时报网） | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 688699 | 明微电 子 | 20.01 | 6.03 | 43.22 | 49.96 | 15.61 | | 603162 | 海通发 展 | 10.05 | 5.77 | 11.19 | 12.16 | 8.63 | | 600103 | 青山纸 业 | 9.92 | 8.70 | 3.57 | 3.88 | 8.56 | | 001387 | 雪祺电 气 | 10.04 | 12.80 | 13.88 | 15.02 | 8.20 | | 000509 | 华塑控 股 | 10.11 | 2.62 | 3.73 | 4.03 | 8.16 | | 600337 | 美克家 居 | 9.96 | 2.34 | 2.45 | 2.65 | 8.08 | | 600868 | 梅雁吉 祥 | 10.10 | 2.1 ...

（文章来源：每日经济新闻） 每经AI快讯，11月26日，海通发展盘中涨停，涨幅10.05%，成交额超9851万元。 ...

行业研究 证 券 研 究 报 告 航运行业 2026 年度投资策略 把握供需缺口核心变量，看好油、散、集运支线市 推荐（维持） 场机会 我们认为干散货运输市场供需结构（特别是好望角船型）有继续改善的可能 性，运价中枢有望在 25 年下半年的基础上进一步抬升。1）供给增速有限， Capesize 在手订单占比仅 9.32%，对应 25-27 年运力增速分别为 1.4%、2.2%、 2.6%。今年以来特检船舶数量持续增多，Star Bulk 预计 25-27 年特检坞修对每 年有效供给的影响将超过 0.5%；环保政策趋严背景下，散货船航速持续下行 进而影响有效运力。2）西芒杜构成核心催化，西芒杜铁矿是中国企业深度参 与的超级铁矿项目，有望打破澳巴主导铁矿石供给的现有格局；25 年 11 月 11 日西芒杜铁矿项目正式投产，29-30 年完全达产后对全球铁矿石吨海里需求预 计拉动约 6.8%（基于替代澳矿，运距拉长假设）。 航运 2025 年 11 月 26 日 华创证券研究所 证券分析师：吴一凡 邮箱：wuyifan@hcyjs.com 执业编号：S0360516090002 证券分析师：吴晨玥 邮箱：wuche ...

Investment Rating - The investment rating for the transportation industry is "Positive" (maintained) [4] Core Views - The express delivery industry is experiencing resilient demand, with a "de-involution" trend driving up express prices, enhancing corporate profit elasticity, and creating favorable competition opportunities in the medium to long term [15] - The shipping market is expected to benefit from the OPEC+ production increase cycle and the Federal Reserve's interest rate cuts, with a notable improvement in the oil transportation market's outlook for Q4 2025 [15] - The shipping market is anticipated to recover, supported by environmental regulations limiting the operation of older fleets and the upcoming production of the West Manganese iron ore by the end of 2025 [15] Summary by Sections Express Logistics - In October 2025, the express delivery industry achieved a business volume of 17.6 billion pieces, a year-on-year increase of 7.9%, with revenue reaching 131.67 billion yuan, up 4.7% year-on-year [4][24] - Major players like YTO, Shentong, and Yunda showed varied growth rates, with YTO's volume increasing by 12.78% and Shentong by 3.97%, while Yunda's volume decreased by 5.11% [4][30] - The industry is transitioning towards high-quality development, with significant improvements in single-ticket revenue due to price increases driven by the de-involution trend [4] Shipping and Ports - VLCC freight rates reached a new high of $136,843 per day, the highest since Q2 2020, driven by tight available capacity and stable inquiry rhythms [8] - The Capesize bulk carrier spot freight rates surpassed $30,000 per day, reflecting a 20% increase over the past week, supported by seasonal demand recovery and strong import demand from China [8] - The BDI index increased by 7.1% to 2225 points, indicating a robust recovery in the bulk shipping market [9] Aviation - In October 2025, civil aviation transported approximately 68 million passengers, a year-on-year increase of 5.8%, and cargo/mail transport reached 917,000 tons, up 13.3% [58] - The overall passenger load factor for major airlines was 86.88%, showing a slight increase from the previous month [62] Road and Rail - From November 10 to November 16, 2025, national freight logistics operated smoothly, with rail freight reaching 81.8 million tons, a 0.17% increase week-on-week [14] - In October 2025, road freight volume was 3.706 billion tons, a year-on-year increase of 0.08% [64] Supply Chain Logistics - The logistics landscape is evolving, with companies like Shenzhen International expected to benefit from the transformation of logistics parks, providing performance elasticity [15] - The industry is witnessing a slowdown in competition, with companies like Debang and Aneng Logistics showing significant profit improvements due to strategic transformations [15]

Market Overview - The market opened high but closed lower, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index down by 0.4%, 0.76%, and 1.12% respectively, indicating a continued money-losing effect across the market [3] - Over 3,800 stocks declined while more than 1,400 stocks rose, with total trading volume shrinking to 1.7 trillion [3] Fujian Local Stocks - Fujian local stocks experienced significant volatility, with HeFu China achieving a 15-day streak of 13 limit-ups, accumulating a rise of over 290% [6] - Other notable performers included Jomoo with 7 consecutive limit-ups, Aerospace Development with 5, and Rongji Software with 4 [6] - Conversely, Longzhou Co. hit the limit down, and several stocks like Zhongfu Tong and Hongxiang Co. fell over 10% [6] - The overall Fujian local stock index saw a slight decline of 0.27% despite an early drop of over 2% [6] Brokerage Firms - Three brokerages, Xinda Securities, Zhongjin Company, and Dongxing Securities, announced a restructuring plan involving a share swap merger [8] - Following the announcement, Dongxing Securities saw a significant intraday rise of over 4.6% [8] - Other brokerages and financial stocks opened higher but ultimately closed lower, with the brokerage sector down by 0.43% [11] Real Estate Sector - The real estate sector experienced a surge due to external media reports, with stocks like I Love My Home and 365 Network hitting limit-ups [12] - The real estate brokerage sector rose by 5.77%, while the broader real estate market saw a slight decline of 0.15% [13] - The market reaction was characterized by rapid price movements following the news, indicating a potential speculative environment [14] Specific Stocks and Trends - Guqi Down Material saw a small fluctuation in the morning but rallied in the afternoon, achieving a 2-day limit-up [16] - The stock's rise is attributed to the cold wave driving demand for down products, alongside other stocks like Jingneng Heat Power benefiting from heating supply concepts [16] - The recent increase in duck down prices has also contributed to market interest in Guqi Down Material, filling a gap for direct duck down concept stocks in the A-share market [19]

证券之星消息，11月20日航运港口板块较上一交易日下跌0.88%，海通发展领跌。当日上证指数报收于 3931.05，下跌0.4%。深证成指报收于12980.82，下跌0.76%。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 | 11.13 | -6.31% | 28.63万 | | 3.24亿 | | 600026 | 中远海能 | 12.69 | -4.15% | 43.76万 | | 5.62 Z | | 601872 | 指商轮船 | 8.97 | -3.34% | 74.02万 | | 6.71亿 | | 000520 | 凤凰航运 | 4.61 | -2.74% | 20.91万 | | 9733.74万 | | 920571 | 国航远洋 | 10.22 | -2.57% | 11.51万 | | 1.19亿 | | 601008 | 连云港 | 5.41 | -1.81% | 13.11万 | | 7141 ...