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突然集体拉升!发生了什么
Zhong Guo Zheng Quan Bao· 2025-12-19 04:28
今天上午10:05左右,A股三大指数突然集体拉升。 地产链、创新药、大金融等板块明显拉升,大金融中,证券、多元金融等板块更是直线拉升。值得一提的是,这些板块都属于利率敏感型行业。 分析人士表示,美国11月非农部门就业人数、美国11月消费者价格指数(CPI)等数据相继公布,日本央行今天上午宣布将目标利率提高25个基点至 0.75%,符合市场预期。随着一系列"靴子"落地,A股短期面临的外部不确定性消散,市场关注点开始转向A股自身内部。 上午收盘,上证指数上涨0.59%,深证成指上涨0.93%,创业板指上涨0.99%。全市场逾4600股上涨,半日成交1.1万亿元。 盘面上,大消费板块持续拉升,零售、乳业方向领涨,中央商场(600280)、上海九百(600838)、庄园牧场(002910)等多股涨停。此外,汽车产业 链、可控核聚变板块表现强势。 汽车产业链走强 今天上午,汽车产业链走强,汽车零部件、汽车服务、汽车拆解、无人驾驶等板块上涨。豪恩汽电(301488)、航天智造(300446)、正强股份 (301119)等个股大涨。 | 威帝股份 | 5.80 | 10.06% | 32.4亿 | | --- | --- ...
政策利好!这一板块掀涨停潮!
Zheng Quan Ri Bao Zhi Sheng· 2025-12-19 04:11
本报记者陈红曹琦 12月19日,A股可控核聚变板块强势爆发,截至记者发稿,该板块指数报2167.03点,涨幅达2.88%,场内多只标的应声涨停,资金追捧热度显著攀升。 在能源体系建设层面,文件同样释放积极信号,提出持续提高新能源供给比重,推进化石能源安全可靠有序替代,拓展风电、光伏发电开发利用场景,因 地制宜发展氢、氨、甲醇等各类新能源,与核聚变能发展形成协同效应。 福建华策品牌定位咨询创始人詹军豪对《证券日报》记者表示,安徽"十五五"规划建议是板块异动的核心催化剂,年末A股存量资金博弈下,规划给出的 具体目标为板块提供了政策锚点,叠加安徽的科研重镇属性,进一步推升了板块情绪。 个股层面,板块内呈现普涨格局,龙头标的表现尤为亮眼。宏微科技(688711)以14.62%的涨幅领涨全场,常辅股份(920396)涨幅达11.28%;王子新材 (002735)、四创电子(600990)、百利电气(600468)、国泰集团(603977)均涨停;雪人集团(002639)、国机重装(601399)、海陆重工 (002255)分别大幅跟涨。 | 10:32 ਐ | | | 11 2 29 | | --- | --- | - ...
189只股中线走稳 站上半年线
Zheng Quan Shi Bao Wang· 2025-12-19 03:08
(文章来源:证券时报网) | 600367 | 红星发 | 10.02 | 7.95 | 16.41 | 17.13 | 4.41 | | --- | --- | --- | --- | --- | --- | --- | | | 展 | | | | | | | 002363 | 隆基机 | 5.65 | 3.37 | 8.25 | 8.60 | 4.28 | | | 械 | | | | | | | 603001 | 奥康国 | 7.61 | 1.49 | 8.68 | 9.05 | 4.25 | | | 际 | | | | | | | 000679 | 大连友 | 7.00 | 2.69 | 8.53 | 8.87 | 3.95 | | | 谊 | | | | | | | 601089 | 福元医 | 5.64 | 0.87 | 23.42 | 24.33 | 3.89 | | | 药 | | | | | | | 603596 | 伯特利 | 6.36 | 2.18 | 48.96 | 50.85 | 3.86 | | | 利源股 | | | | | | | 002501 | 份 | 10.14 | 4.6 ...
宏微科技涨停 5只科创板股涨超10%
Zheng Quan Shi Bao Wang· 2025-12-19 02:05
资金面上,宏微科技上一交易日主力资金净流出255.57万元,近5日净流出2830.09万元。 融资融券数据显示,该股最新(12月18日)两融余额为4.03亿元,其中,融资余额为4.03亿元,较上一 个交易日减少10.07万元,降幅为0.02%;融券余额为43.33万元,较上一个交易日增加8.01万元,增幅为 22.67%。近10日两融余额合计减少2333.15万元,降幅为5.47%,其间融资余额下降5.42%,融券余额下 降37.63%。(数据宝)注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 (原标题:宏微科技涨停 5只科创板股涨超10%) 12月19日盘中科创板股宏微科技涨停,截至09:32,股价报29.38元,成交1.48亿元,换手率2.46%,振幅 11.76%。 科创板个股中,截至发稿上涨的有487只,下跌的有100只,今日新上市的N优迅上涨454.26%,上市5日 内的C沐曦-U、C昂瑞-UW等,涨幅较高的有C沐曦-U,涨幅为0.69%,跌幅居前的有C昂瑞-UW,跌幅 为1.06%,其余科创板个股中,涨幅居前的有宏微科技、信科移动-U、瑞华泰等,分别上涨20.02%、 11.84%、 ...
A股可控核聚变股走强,哈焊华通涨超10%,中国核建涨超6%
Ge Long Hui· 2025-12-19 02:02
Core Viewpoint - The A-share market is experiencing a strong performance in the controllable nuclear fusion sector, with several companies showing significant stock price increases [1] Group 1: Company Performance - Hongwei Technology saw a stock increase of over 17% [1] - Changfu Co., Ltd. increased by over 15% [1] - Haheng Huatuo rose by over 10% [1] - Prince New Materials, Sichuang Electronics, Baili Electric, and Guotai Group all hit the 10% daily limit [1] - Xue Ren Group, Hailu Heavy Industry, and Guoji Heavy Equipment increased by over 9% [1] - China Nuclear Construction rose by over 6% [1] - Other companies such as Atlantic, Rongfa Nuclear Power, Aikesai Bo, Guoguang Electric, Western Superconducting, and Antai Technology increased by over 5% [1]
可控核聚变板块高开,王子新材涨停
Mei Ri Jing Ji Xin Wen· 2025-12-19 01:45
(文章来源:每日经济新闻) 每经AI快讯,12月19日,可控核聚变板块高开,王子新材涨停,常辅股份涨超10%,爱科赛博、哈焊华 通、宏微科技、雪人集团、英杰电气跟涨。 ...
宏微科技20251217
2025-12-17 15:50
宏微科技 20251217 摘要 Q&A 宏微科技的收入构成和主要业务领域是什么? 宏微科技主要专注于功率半导体的芯片、器件和模块,尤其是第三代半导体, 以碳化硅和氮化镓为驱动。公司的业务主要分为三大板块:工业控制、新能源 发电以及新能源汽车。工业控制包括工程机械、伺服电机、电焊机及服务器电 源等,占公司营收的近 50%。新能源发电主要涉及光伏逆变器及储能设备,占 公司营收的 30%左右,核心客户包括华为。新能源汽车领域,公司提供主驱 HPD 模块,2023 年装车量为 40 多万辆,2024 年翻倍至近 100 万辆,今年 (2025 年)继续以碳化硅模块为主打产品。 宏微科技在未来的发展方向和战略规划是什么? 宏微科技聚焦工业控制(工程机械、伺服电机等,占比近 50%)、新能 源发电(光伏逆变器及储能设备,占比约 30%,核心客户包括华为)和 新能源汽车(主驱 HPD 模块,2024 年装车近 100 万辆)三大业务板块, 并积极探索直流输配电、数据中心电源、人形机器人及可控核聚变等新 兴增长点。 公司氮化镓器件已完成研发制样并开始送样测试,在人形机器人关节控 制器应用中表现出低损耗、高功率密度优势,正与 ...
半导体芯片股震荡走低
Di Yi Cai Jing· 2025-12-16 03:43
神工股份跌超10%,摩尔线程跌逾5%,艾森股份、富创精密、宏微科技、英集芯等跟跌。 (本文来自第一财经) 神工股份跌超10%,摩尔线程跌逾5%,艾森股份、富创精密、宏微科技、英集芯等跟跌。 (本文来自第一财经) ...
半导体板块12月8日涨2.82%,赛微微电领涨,主力资金净流入44.29亿元
Zheng Xing Xing Ye Ri Bao· 2025-12-08 09:04
Group 1 - The semiconductor sector experienced a significant increase of 2.82% on December 8, with Saiwei Microelectronics leading the gains [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] - Notable gainers in the semiconductor sector included Saiwei Microelectronics, which rose by 18.82% to a closing price of 101.20, and Changguang Huaxin, which increased by 15.26% to 148.48 [1] Group 2 - The semiconductor sector saw a net inflow of 4.429 billion yuan from institutional funds, while retail investors experienced a net outflow of 2.247 billion yuan [2] - Major stocks that declined included Hangyu Micro, which fell by 2.63% to 17.00, and Hongwei Technology, which decreased by 1.97% to 27.41 [2] - The trading volume for the semiconductor sector was substantial, with Saiwei Microelectronics recording a trading volume of 475,000 shares and a transaction value of 460 million yuan [1][2]
A股收评:创业板指涨1.01%!机器人、商业航天掀涨停潮,海南股走低
Ge Long Hui· 2025-12-04 07:45
Market Overview - On December 4, A-shares showed mixed performance with the Shanghai Composite Index down 0.06% at 3875 points, while the Shenzhen Component Index rose by 0.4% and the ChiNext Index increased by 1.01% [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 1.55 trillion yuan, a decrease of 121 billion yuan compared to the previous trading day [1] Sector Performance - The robotics sector experienced a surge, with stocks like Hengerdai, Haichang New Materials, and Huawu Co. hitting the 20% daily limit up [4][5] - The commercial aerospace concept also strengthened, with multiple stocks including Dahua Intelligent and Sichuan Jinding reaching their daily limit [7] - The semiconductor sector saw gains, with Hongwei Technology rising over 9% [9][10] - The film and cinema sector rallied, with Bona Film Group increasing by over 9% [11][12] - The Hainan sector faced declines, with stocks like Roniu Mountain and Hainan Ruize hitting the daily limit down [13][14] - The liquor sector weakened, with companies like Shede Liquor and Luzhou Laojiao dropping over 3% [15][16] Key Stock Movements - Notable gainers in the robotics sector included: - Hengerdai: +20.01% at 58.60 yuan - Haichang New Materials: +19.99% at 25.57 yuan - Huawu Co.: +19.96% at 11.24 yuan [5][8] - In the commercial aerospace sector, Haichang New Materials and Huawu Co. also saw significant increases [7] - The semiconductor sector's notable performers included: - Hongwei Technology: +9.55% at 28.00 yuan - Zhongke Blue News: +8.90% at 158.53 yuan [10] - In the film sector, Bona Film Group rose by 9.06% to 8.55 yuan [12] Future Outlook - UBS China strategists expect the A-share market to continue its upward trend, projecting an increase in earnings growth to 8% in 2026, up from 6% in 2025 [19]