| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300270 | 中威电子 | 11.70 | -3.23% | 18.90万 | 2.23亿 | | 300155 | 安居宝 | 5.65 | -2.92% | 12.90万 | 7325.92万 | | 301391 | 卡莱特 | 81.17 | -2.87% | 1.13万 | 9274.59万 | | 300552 | 万集科技 | 31.55 | -1.62% | 28.76万 | 9.12亿 | | 301600 | 慧翰股份 | 134.80 | -1.43% | 1.50万 | 2.01亿 | | 300551 | 古鳌科技 | 15.86 | -1.37% | 18.78万 | 3.01亿 | | 300462 | ST华铭 | 11.18 | -1.06% | 2.72万 | 3050.98万 | | 603516 | 淳中科技 | 225.01 | -1.05% | 6.50万 | 14.47亿 | | 300249 | ...

12月24日海康威视大宗交易一览 | 成交量（万 | 成交金额（万 | 成交价格 | 相对当日收盘折溢价 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 股） | 元） | （元） | （%） | 业部 | | | 20.50 | 601.27 | 29.33 | 0.00 | 机构专 | 国信证券股份有限公司北 | | | | | | 用 | 京分公司 | （文章来源：证券时报网） 证券时报·数据宝统计显示，海康威视今日收盘价为29.33元，上涨0.65%，日换手率为0.35%，成交额为 9.22亿元，全天主力资金净流入5194.77万元，近5日该股累计上涨0.89%，近5日资金合计净流出2.18亿 元。 两融数据显示，该股最新融资余额为40.05亿元，近5日减少5374.60万元，降幅为1.32%。 据天眼查APP显示，杭州海康威视数字技术股份有限公司成立于2001年11月30日，注册资本916487.155 万人民币。（数据宝） 海康威视12月24日大宗交易平台出现一笔成交，成交量20.50万股，成交金额601.27万元，大宗交易成交 价为 ...

| 序号 | 证券代码 | 证券简称 | 期间回购金额(万元) | | --- | --- | --- | --- | | 1 | 000333. SZ | 美的集团 | 1. 154. 528. 97 | | 2 | 600519. SH | 贵州茅台 | 599. 998. 60 | | 3 | 300750. SZ | 宁德时代 | 438, 691. 70 | | 4 | 000425. SZ | 徐工机械 | 306. 649. 85 | | 5 | 002714. SZ | 牧原股份 | 250, 132. 44 | | 6 | 601919. SH | 中元海控 | 219, 074. 43 | | 7 | 603259. SH | 药明康德 | 200, 000. 48 | | 8 | 002415. SZ | 海康威视 | 190. 273. 62 | | 9 | 000725. SZ | 京东方A | 177.790.04 | | 10 | 002352. SZ | 顺丰控股 | 164, 346. 41 | | | | 数据来源: Wind | | 2025年回购金额排名前十上市公司，数 ...

（原标题：消费股企稳反弹 行业估值仍处历史低位） 从基本面来看，我国消费市场长期增长韧性凸显。"十四五"时期，我国社会消费品零售总额从2020年的 39.1万亿元提升至2024年的48.3万亿元，年均增长5.5%，预计今年全年社会消费品零售总额有望突破50 万亿元大关，同期消费对经济增长的年均贡献率达到60%左右，充分印证了消费作为经济增长重要引擎 的核心地位。 从资本市场来看，大消费板块今年以来明显滞涨，万得大消费指数年内涨幅仅为5.34%，不但远远低于 科技、新能源等热门指数涨幅，甚至低于上证指数、深证成指等大盘指数。截至12月22日，该指数最新 市盈率为23.31倍，显著低于近10年28.56倍的平均市盈率。 从机构预测来看，万得大消费指数成份股及万得内需升级指数成份股2026年、2027年整体净利润增幅均 有望保持双位数。 | | | | 获机构密集调研且融资资金大幅加仓的消费股 | | | | --- | --- | --- | --- | --- | --- | | 代理 | 简称 | 年内涨跌幅 (%) | 年内机构 调研家数 | 年内融资余额 增幅(%) | 行业 | | 300124 | 汇 ...

Core Viewpoint - The Shenzhen State-Owned Enterprises ESGR Index (470055) closed at 1590.4 points on December 22, with a gain of 0.46% and a trading volume of 32.354 billion yuan, indicating a stable performance in the market [1]. Group 1: Index Performance - The ESGR Index had 25 stocks rising and 19 stocks falling on the reporting day, with Zhongtung High-Tech leading the gainers at an increase of 8.57%, while Xugong Machinery led the decliners with a drop of 2.67% [1]. - The index's turnover rate was 1.25%, reflecting moderate trading activity among its constituents [1]. Group 2: Component Stocks - The top ten constituent stocks of the ESGR Index include Hikvision (9.59% weight), Weichai Power (8.74% weight), and Wuliangye (8.73% weight), with total market capitalizations of 267.156 billion yuan, 154.753 billion yuan, and 428.258 billion yuan respectively [1]. - Notable price movements include Langchao Information with a 4.50% increase and Changchun Gaoxin with a 0.82% decrease [1]. Group 3: Capital Flow - On the reporting day, the main funds experienced a net outflow of 427 million yuan, while retail investors saw a net inflow of 167 million yuan [1]. - The detailed capital flow indicates that Langchao Information had a net inflow of 564 million yuan from main funds, despite a net outflow from retail investors [2]. Group 4: Index Adjustments - Recent adjustments to the ESGR Index included the addition of 15 new stocks and the removal of 15 stocks, reflecting a dynamic rebalancing of the index [3]. - Newly included stocks such as Yunda Co. (138.09 billion yuan market cap) and Tai Sheng Wind Power (77.41 billion yuan market cap) indicate a focus on sectors like power equipment and basic chemicals [3].

沪指12月22日上涨0.69%，申万所属行业中，今日上涨的有22个，涨幅居前的行业为通信、综合，涨幅 分别为4.28%、2.63%。计算机行业今日上涨0.65%。跌幅居前的行业为传媒、银行，跌幅分别为 0.61%、0.52%。 资金面上看，两市主力资金全天净流入66.05亿元，今日有11个行业主力资金净流入，通信行业主力资 金净流入规模居首，该行业今日上涨4.28%，全天净流入资金75.16亿元，其次是电子行业，日涨幅为 2.62%，净流入资金为60.73亿元。 主力资金净流出的行业有20个，计算机行业主力资金净流出规模居首，全天净流出资金24.08亿元，其 次是传媒行业，净流出资金为22.63亿元，净流出资金较多的还有医药生物、商贸零售、机械设备等行 业。 计算机行业今日上涨0.65%，全天主力资金净流出24.08亿元，该行业所属的个股共336只，今日上涨的 有194只，涨停的有1只；下跌的有131只。以资金流向数据进行统计，该行业资金净流入的个股有130 只，其中，净流入资金超5000万元的有7只，净流入资金居首的是浪潮信息，今日净流入资金4.89亿 元，紧随其后的是四方精创、中科星图，净流入资金分别为1 ...

转自：证券时报 人民财讯12月22日电，临近传统消费旺季，多地相继出台促消费务实举措，通过丰富产品种类、创新消费场景等方式，更好满足城乡居民节日需求。 从资本市场来看，大消费板块呈现出企稳反弹的迹象。上周五（12月19日），万得大消费指数上涨1.33%，大幅跑赢上证指数。从细分板块来看，乳业、零 售、饮料制造等概念板块均大幅上涨。贵州茅台作为大消费的代表，自12月10日以来，累计涨幅达到2.36%，位居白酒前列。 按照机构调研情况来看，汇川技术、迈瑞医疗、海康威视机构调研家数位居前3名。 | 代码 | 简称 | 今年以来涨跌幅 | 年内机构调 | 12月18日融资 | | --- | --- | --- | --- | --- | | | | (%) | 研数(家) | 较去年末变动 | | 300124 | 汇川技术 | 22.91 | 1654 | 116.38 | | 300760 | 迈瑞医疗 | -20.65 | 989 | 89.84 | | 002415 | 海康威视 | -1.39 | 519 | 46.26 | | 603501 | 豪威集团 | 19.76 | 340 | 54.55 | ...

临近传统消费旺季，多地相继出台促消费务实举措，通过丰富产品种类、创新消费场景等方式，更好满足城乡居民节日需求。 大消费板块企稳反弹 从资本市场来看，大消费板块呈现出企稳反弹的迹象。上周五(12月19日)，万得大消费指数上涨1.33%，大幅跑赢上证指数。从细分板块来看，乳业、零 售、饮料制造等概念板块均大幅上涨。贵州茅台作为大消费的代表，自12月10日以来，累计涨幅达到2.36%，位居白酒前列。 从股票型ETF资金流向来看，12月以来，涵盖消费、可选消费、旅游、食品饮料、主要消费等主题的20余只ETF资金净流入超过22亿元，富国中证旅游主 题ETF、汇添富中证主要消费ETF及嘉实中证主要消费ETF净流入金额均超过1.5亿元，其中富国中证旅游主题ETF资金净流入近14亿元。 以旅游为主题的股票型ETF本月以来均获得资金净流入。除上述富国中证旅游主题ETF外，华夏中证旅游主题ETF资金净流入0.16亿元。 从基本面来看，我国消费市场长期增长韧性凸显。据央视财经报道，"十四五"时期，我国社会消费品零售总额从2020年的39.1万亿元稳步提升至2024年的 48.3万亿元，年均增长5.5%；预计今年全年社会消费品零售总 ...

Core Insights - Global technology investment enthusiasm remains high in 2025, but there is a structural differentiation characterized by "strong computing power, weak applications" [3] - Major global tech giants are significantly increasing capital expenditures, benefiting upstream computing chips and supporting hardware, while the computer/software sector faces three pressures: 1) Software companies' performance growth is overall lower than that of the computing chain; 2) Software company valuations are not cheap compared to hardware; 3) Concerns about "large models consuming software" continue to grow [3] - By Q3 2025, domestic public funds are underweight in the computer sector by 1.7 percentage points [10] Market Review: AI Applications' Concerns and Breakthroughs - The performance of the computer/software sector in both China and the US has been weak, with software and service-focused indices significantly underperforming hardware and semiconductor indices [5] - As of December 12, 2025, the A-share computer index has risen by 15.15%, lagging behind the 49.16% increase in the ChiNext index and the 45.90% increase in the electronic index [5] - In the US market, the IGV software index has only increased by 7.84%, underperforming the 22.52% rise in the Nasdaq Composite and the 39.75% increase in the SOXX semiconductor index [5] Opportunities in Chinese AI Applications 1. Deepening Industrial Applications - China possesses the world's only complete industrial system, providing high-value real-world data, application scenarios, and energy supply, which will foster diverse agent forms [27] - The construction of a modern industrial system is prioritized in the "14th Five-Year Plan," with expectations for intensive policy support for "Artificial Intelligence+" during this period [39] 2. Expanding Overseas - AI application teams in China can leverage "extreme efficiency + global pricing" arbitrage, with the engineer dividend in China continuing to expand [3] - Many computer companies prioritize overseas strategies, with overseas revenue growth generally outpacing domestic growth [64] 3. Reconstructing Edge AI - Internet giants and AI startups are actively exploring edge forms in the AI era, integrating deeply with existing consumer electronics and developing new AI-native hardware [3] - The shipment volume of related products is expected to have high growth potential as hardware and algorithms mature [3] Investment Recommendations - Focus on companies with industry know-how and data for industrial empowerment, such as Hikvision, Dahua Technology, and Han's Laser [3] - Prioritize AI application companies with high overseas revenue proportions, including Foxit Software and Kingsoft Office [3] - Pay attention to AI hardware brands and algorithm vendors benefiting from the emergence of blockbuster products, such as Rainbow Soft and iFlytek [3]

海康威视（002415）在机构评级方面表现突出。根据证券之星数据显示，在2025年12月19日前的最近90 天内，共有20家机构对海康威视进行了投资评级。其中，给予"买入"评级的机构达到17家，占比85%； 给予"增持"评级的机构有2家，占比10%；给予"中性"评级的机构1家，占比5%。值得注意的是，没有任 何一家机构给出"卖出"或"减持"的负面评级。 | 指标 | 海廣威视 | 计算机设备行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 2659.65亿元 | 204.84亿元 | 1 50 | | 净资产 | 859.72亿元 | 61.31亿元 | 1 50 | | 净利润 | 93.19亿元 | 3.63亿元 | 1 50 | | 市盈率(动) | 21.4 | 52.07 | 2 50 | | 市净率 | 3.39 | 6.02 | 17 50 | | 毛利率 | 45.37% | 33.7% | 12 50 | | 净利率 | 15.59% | -6.01% | 11 50 | | ROE | 11.43% | -0.39% | 6 50 | 财经频道 ...