昨日涨停的雷科防务(002413.SZ)今日跌3.01%，换手率44.82%，成交额57.43亿元。龙虎榜数据显示，深股通买入1.68亿元，卖出2.52亿元，净卖出8391万 元；一家机构买入3452万元，卖出1.58亿元，净卖出1.24亿元；游资"量化打板"位列卖三席位，净卖出1.9亿元。上榜席位全天买入4.81亿元，卖出10.13亿 元，合计净卖出5.32亿元。(格隆汇) | 序号 | 交易营业部名称 | | | 买人金额(万) | 占息成交比例 | | --- | --- | --- | --- | --- | --- | | 1 | 深股通专用 | 689次 43.98% | 2 | 16823.58 | 2.93% | | 2 | 国信证券股份有限公司浙江互联网分公司 | 413次 31.72% | A | 7935.95 | 1.38% | | 3 | 中国银河证券股份有限公司北京学院南路证券营业部 | 34次 44.12% | ▲ | 6680.64 | 1.16% | | 4 | 东方财富证券股份有限公司拉萨金融城南环路证券营业部 | 455次 32.09% | A | 6654.51 | 1 ...

雷科防务今日下跌3.01%，全天换手率44.82%，成交额57.43亿元，振幅13.59%。龙虎榜数据显示，机构 净卖出1.24亿元，深股通净卖出8390.52万元，营业部席位合计净卖出3.25亿元。 深交所公开信息显示，当日该股因日换手率达44.82%上榜，机构专用席位净卖出1.24亿元，深股通净卖 出8390.52万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交14.93亿元，其中，买入成交额为4.81亿 元，卖出成交额为10.13亿元，合计净卖出5.32亿元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即卖四，买入金额3452.36万元，卖出金 额1.58亿元，合计净卖出1.24亿元，深股通为第一大买入营业部及第一大卖出营业部，买入金额为1.68 亿元，卖出金额为2.52亿元，合计净卖出8390.52万元。 近半年该股累计上榜龙虎榜12次，上榜次日股价平均涨1.23%，上榜后5日平均涨9.73%。 资金流向方面，今日该股主力资金净流出10.77亿元，其中，特大单净流出6.73亿元，大单资金净流出 4.04亿元。近5日主力资金净流出7.62亿元。 融资融券数据显示，该股最新（ ...

Core Viewpoint - The market is experiencing significant movements in various sectors, particularly in aerospace, retail, and cable industries, with notable stock performances on December 16. Group 1: Aerospace Sector - Aerospace company Aerospace Electromechanical opened down 1.53% after a streak of 12 consecutive trading days with gains [1] - Commercial aerospace concept stock Leike Defense opened up 6.21% after 16 consecutive days of gains [1] - Another aerospace-related stock, Zais Technology, opened down 2.91% after 6 consecutive days of gains [1] Group 2: Cable Sector - Cable company Sun Cable opened up 6.38% after 10 consecutive days of gains [1] - Hualing Cable opened up 8.24% after 3 consecutive days of gains [1] Group 3: Retail Sector - Retail company Baida Group reached a limit-up in bidding after 3 consecutive days of gains [1] - Meikailong opened up 0.35% after 5 consecutive days of gains [1] Group 4: Fusion and Fiber Optic Sector - Controlled nuclear fusion concept stock Zhongchao Holdings opened down 0.17% after 3 consecutive days of gains [1] - Snowman Group opened up 3.50% after 3 consecutive days of gains [1] - Fiber optic cable company Farsen reached a limit-up in bidding after 3 consecutive days of gains [1] Group 5: Other Notable Stocks - Guangxi Broadcasting, which is planning to change its name, opened up 6.19% after 3 consecutive days of gains [1]

Market Overview - On December 15, A-shares saw all three major indices decline, with the Sci-Tech 50 leading the drop at 2.22%, followed by the ChiNext Index at 1.77%, the Shenzhen Component Index at 1.1%, and the Shanghai Composite Index at 0.55% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.77 trillion yuan, a decrease of approximately 318.8 billion yuan compared to the previous trading day, indicating a market-wide contraction and increased cautious sentiment [1] Hot Stocks - The top ten popular stocks included: - Reco Defense - Pingtan Development - Tongyu Communication - Aerospace Electronics - Snowman Group - Longzhou Co. - Dongbai Group - Aerospace Machinery - Baida Group - Zaiseng Technology [1][2] Key Drivers for Popular Stocks - Reco Defense's rise is attributed to multiple favorable factors, including SpaceX's CFO revealing plans for a 2026 IPO and the upcoming launch of Long March 12, which has heightened interest in commercial aerospace [3] - Pingtan Development benefits from direct policy support, as the State Council announced initiatives to explore cross-strait integration, positioning the Pingtan Comprehensive Experimental Zone as a key area for development [3] - Tongyu Communication's popularity stems from its involvement in 6G, F5G, and satellite communication, coupled with significant investment from well-known funds, which has drawn market attention [3] - Aerospace Electronics is recognized for its technological monopoly and strong position in aerospace information systems, supported by the growing demand for low-orbit satellites and domestic chip production [4] - Snowman Group's appeal is linked to its engagement in multiple trending sectors, including controllable nuclear fusion and commercial aerospace, making it a target for speculative trading [4] - Longzhou Co. is gaining traction due to favorable hydrogen energy policies and its involvement in cold chain logistics, alongside a significant land compensation that is expected to boost profits [5] - Dongbai Group's growth is driven by policy catalysts and its strategic position in the Fujian Free Trade Zone, enhancing its retail business prospects [6] - Aerospace Machinery and Zaiseng Technology are also gaining attention due to their connections to commercial aerospace and retail sector support, respectively [6]

Group 1 - On December 15, the Shanghai Composite Index fell by 0.55%, with institutional investors appearing on the trading lists of 33 stocks, net buying 16 and net selling 17 [1] - Institutional special seats had a total net purchase of 23.26 million yuan, marking the third consecutive day of net buying [1] - The stocks with the highest net purchases included LeiKe Defense, which closed at the daily limit with a turnover rate of 44.55% and a transaction amount of 5.475 billion yuan [2] Group 2 - LeiKe Defense saw a net purchase of 151.49 million yuan from institutional investors, with a total net inflow of 1.48 billion yuan throughout the day [2] - Zhongzhou Special Materials experienced a decline of 4.92% with a turnover rate of 31.05%, resulting in a net sale of 122.64 million yuan by institutions [2] - Xinghuan Technology rose by 17.27% with a turnover rate of 20.22%, leading to a net purchase of 55.23 million yuan by institutions [3] Group 3 - Among the stocks with the highest net sales, China Uranium Industry had a net sale of 114.78 million yuan, with a turnover rate of 53.41% [4] - Boying Special Welding had a net sale of 79.82 million yuan, with a turnover rate of 33.92% [4] - Anfu Technology saw a net sale of 76.49 million yuan, with a total net outflow of 90.29 million yuan [4] Group 4 - The average increase for stocks with institutional net purchases was 8.43%, outperforming the Shanghai Composite Index [3] - The stocks with significant performance included Keqiang Co. and Aisen Co., both closing at the daily limit [3] - A backtest of stocks with institutional net purchases over the past month showed a 47.66% probability of rising the next day [3] Group 5 - On December 15, 23 stocks appeared on the trading lists with the participation of the Shenzhen-Hong Kong Stock Connect, with net purchases including LeiKe Defense and Anfu Technology [7] - The net purchase amount for LeiKe Defense was 199.94 million yuan, while Anfu Technology had a net purchase of 75.13 million yuan [8] - Stocks with net sales included Enjie Co. and Bona Film Group, with net sales of 218.01 million yuan and 77.20 million yuan respectively [8]

Market Overview - The Shanghai Composite Index closed down 0.55% at 3867.92 points on December 15, with 76 stocks listed on the Dragon and Tiger List [1] Top Stocks and Investment Trends - The top stocks with significant net buying include: - Dongfang Risen: 20.02% increase with a net buy of 213 million [2] - Leike Defense: 10.03% increase with a net buy of 196 million [2] - Jinko Technology: 10.09% increase with a net buy of 85.44 million [2] - Antai Group: 10.07% increase with a net buy of 75.47 million [2] - Xue Ren Group: 10.02% increase with a net buy of 58.71 million [2] Investment by Major Funds - Quantitative trading saw a net buy of 519 million, with notable purchases in: - Letong Co.: 4.76% increase with a net buy of 8.58 million [2] - Jinying Co.: 9.96% increase with a net buy of 7.77 million [2] - Chen Xiaoqun's net buy reached 288 million, focusing on: - Solar Cable: 10.01% increase with a net buy of 160 million [2] - Chengdu-based funds had a net buy of 194 million, particularly in: - Happy Home: 19.98% increase with a net buy of 70.66 million [2] Trading Activity - The trading activity on the Dragon and Tiger List indicates a mix of buying and selling, with some stocks experiencing significant declines: - Zhongzhou Special Materials: -4.92% with a net sell of 36.04 million [4] - Xinhe Shares: -7.82% with a net sell of 1.98 million [4] - Major selling activities were noted in: - Xue Ren Group: 10.02% increase but a net sell of 44.91 million [4] - China Uranium Industry: 8.20% increase but a net sell of 105 million [4] Brokerage Activity - The top brokerage seats by net buying include: - Kaiyuan Securities: 54.73 million in net buying across multiple stocks [6] - Dongfang Securities: 27.65 million in net buying [6] - Guotai Junan Securities: 20.70 million in net buying [6]

Core Insights - On December 15, a total of 47 stocks appeared on the trading leaderboard, with 25 showing net institutional buying and 22 showing net selling [2] Institutional Buying - The top three stocks with the highest net institutional buying were Zhengbang Technology, Leike Defense, and Zhenlei Technology, with net buying amounts of 904 million, 151 million, and 147 million respectively [2][3] - Zhengbang Technology experienced a price increase of 4.48% on that day [3] - Leike Defense saw a significant price increase of 10.03% [3] - Zhenlei Technology had a notable price increase of 12.07% [3] Institutional Selling - The top three stocks with the highest net institutional selling were China Uranium Industry, Boying Special Welding, and Anfu Technology, with net selling amounts of 115 million, 79.82 million, and 76.49 million respectively [2][4] - China Uranium Industry experienced a price increase of 8.20% despite the net selling [4] - Anfu Technology saw a price decrease of 3.15% [4] - Boying Special Welding had a slight price increase of 0.66% [4]

（原标题：主力资金丨3股尾盘获主力资金重点出击） 国防军工行业主力资金净流入15.73亿元，远超其他行业。 A股三大指数今日（12月15日）集体回调。行业板块涨跌互现，保险、商业百货、食品饮料、化纤行 业、贵金属板块涨幅居前，船舶制造、能源金属、半导体、生物制品、消费电子板块跌幅居前。 据证券时报·数据宝统计，今日沪深两市主力资金净流出360.27亿元。从行业来看，申万一级行业中有9 个行业主力资金净流入，其中国防军工行业主力资金净流入15.73亿元，远超其他行业；商贸零售、食 品饮料、房地产、纺织服饰行业主力资金净流入金额分别为7.63亿元、5.92亿元、1.64亿元、1.47亿元。 22个主力资金净流出的行业中，电子行业主力资金净流出金额居首，为102.58亿元；有色金属、电力设 备行业主力资金净流出金额均超40亿元；通信、机械设备、计算机、传媒行业主力资金净流出金额均超 20亿元。 商业航天概念股获主力资金抢筹 从个股来看，60股主力资金净流入超1亿元，其中11股净流入金额在3亿元及以上。 商业航天概念股雷科防务、三维通信、通宇通讯主力资金分别净流入14.12亿元、7.08亿元、5.9亿元， 排名前三位 ...

Group 1 - On December 15, a total of 47 stocks were involved with institutional investors, with 25 showing net buying and 22 showing net selling [1] - The top three stocks with the highest net buying by institutions were Zhengbang Technology (9.04 billion), Leike Defense (1.51 billion), and Zhenlei Technology (1.47 billion) [1] - The top three stocks with the highest net selling by institutions were China Uranium Industry (1.15 billion), Boying Special Welding (798.2 million), and Anfu Technology (764.9 million) [1] Group 2 - Zhengbang Technology had a price increase of 4.48% with a net buying amount of 903.68 million [2] - Leike Defense saw a price increase of 10.03% with a net buying amount of 151.49 million [2] - Zhenlei Technology experienced a price increase of 12.07% with a net buying amount of 146.69 million [2] Group 3 - China Uranium Industry had a price increase of 8.20% with a net selling amount of 1.15 billion [4] - Boying Special Welding had a price decrease of 4.92% with a net selling amount of 798.2 million [4] - Anfu Technology had a price decrease of 3.15% with a net selling amount of 764.9 million [4]

Group 1: Institutional Trading Insights - On the day, 43 stocks were listed on the institutional trading leaderboard, with 23 seeing net purchases and 20 experiencing net sales [1] - The top three stocks with the highest net purchases were Zhengbang Technology (900 million), Leike Defense (151 million), and Zhenlei Technology (147 million) [1] - Leike Defense's satellite application business has established a comprehensive technology system, providing remote sensing data solutions for key national economic sectors [1] Group 2: Aerospace Industry Developments - Shanghai Jiao Tong University and Guoxing Aerospace signed an agreement to establish China's first space computing joint laboratory, focusing on the demand for space-based computing networks [2] - The collaboration aims to form a globally influential space computing industry cluster [2] - The aerospace industry in Shenyang is set to expand, with plans to enhance capabilities in large aircraft assembly and develop a complete industry chain covering manufacturing and operational services [2] Group 3: Consumer Sector Trends - Dongbai Group focuses on retail and commercial real estate development [4] - The core product of Huanlejia is fruit canned goods, particularly orange and peach cans [4] - Recent reports indicate a price increase for high-end liquor, with the wholesale price of a 25-year-old Flying Moutai bottle rising by 20 yuan to 1500 yuan, reflecting a cumulative increase of 6% over two days [4][5] - Huachuang Securities suggests that service consumption could be a key driver for domestic demand in 2026, with significant potential in holiday policy optimization and consumption voucher issuance [4] Group 4: High-End Liquor Market Dynamics - Moutai's supply-side reform is seen as a significant change in the high-end liquor industry, focusing on stabilizing prices and reshaping the channel ecosystem [5] - The food and beverage sector is currently valued at historical lows, with the potential for investment opportunities as market sentiment shifts [5]