证券之星消息，11月28日水泥板块较上一交易日上涨1.44%，海南瑞泽领涨。当日上证指数报收于 3888.6，上涨0.34%。深证成指报收于12984.08，上涨0.85%。水泥板块个股涨跌见下表： 从资金流向上来看，当日水泥板块主力资金净流入4.8亿元，游资资金净流出2.75亿元，散户资金净流出 2.04亿元。水泥板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600678 四川金顶 | | 1.92 Z | 58.47% | -9128.80万 | -27.73% | -1.01 Z | -30.74% | | 002596 海南瑞泽 | | 1.69 Z | 12.22% | -7471.08万 | -5.39% | -9477.74万 | -6.83% | | 600802 福建水泥 | | 8780.89万 | 46.03% | -3423.11万 | -17.94% | -53 ...

Group 1 - The stock of Xiangyang Bearing surged to its daily limit on November 28, following a plea from a retail investor on social media for support due to personal financial difficulties related to a child's illness [4] - The overall A-share market showed a recovery on the same day, with the Shanghai Composite Index rising by 0.34%, the Shenzhen Component Index increasing by 0.85%, and the ChiNext Index up by 0.7% [5] - A total of 4,122 stocks rose, with 81 stocks hitting the daily limit, while 1,193 stocks declined [6] Group 2 - The commercial aerospace sector saw a collective surge, with stocks like Aerospace Development hitting their daily limit, driven by news of a privately developed hypersonic missile in Sichuan [8] - The stock performance in the aerospace sector included significant gains, with companies like Qianzhao Optoelectronics rising by 20.01% and Aerospace Universe by 20.00% [9] - The Hainan Free Trade Zone concept stocks were also active, with Hainan Ruize reaching its daily limit [10] Group 3 - The consumer sector showed signs of recovery, with Hai Xin Food experiencing a dramatic price increase, referred to as a "limit-up" [11] - The titanium dioxide sector strengthened, with Jinpu Titanium Industry and others hitting their daily limit [11][12] - In contrast, the anti-influenza concept stocks faced declines, with companies like Zhongsheng Pharmaceutical and Guangji Pharmaceutical hitting their daily limit down [13]

Market Performance - The three major indices experienced slight gains, with the Shanghai Composite Index up by 0.21%, the Shenzhen Component Index up by 0.72%, and the ChiNext Index up by 0.71% [1] - Over 3,500 stocks rose in the two markets, with a total trading volume of 976.3 billion [1] Sector Movements - Traditional Chinese medicine stocks saw a sharp decline, down by 1.08% at midday, with notable drops including Guangdong Wannianqing down 12.16% and Zhongsheng Pharmaceutical down 8.23% [3] - Titanium dioxide stocks surged, with a notable increase of 3.63%, and Jinpu Titanium Industry hitting the daily limit [3] - The Hainan sector continued to rise, with Hainan Ruize achieving three consecutive daily limits over four days [3] - The commercial aerospace sector experienced a breakout, with LeiKe Defense achieving four daily limits in five days and QianZhao Optoelectronics hitting a 20cm limit [3] - The Fujian sector saw significant gains, with multiple stocks like Fujian Cement and Haitong Development hitting daily limits [3] - The consumer sector remained active, with HaiXin Food achieving a remarkable trading pattern [3] Price Movements - Battery-grade EC prices increased by 13.5% from the beginning of the week, rising from 5,200 yuan/ton to 5,900 yuan/ton, marking a cumulative increase of 25% for the month [3] Infrastructure Developments - Beijing plans to construct and operate a centralized large-scale data center system with over 1,000 megawatts of power along a 700-800 km morning and evening rail line, aiming to transfer large-scale AI computing power to space [3]

| 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.11.27 | -2.70 | 25.11 | -23783.56 | | 2025.11.26 | 10.04 | 9.78 | 15276.81 | | 2025.11.25 | 10.02 | 13.83 | 9090.97 | | 2025.11.24 | -5.78 | 14.97 | -2879.04 | | 2025.11.21 | 5.92 | 20.57 | 7539.58 | | 2025.11.20 | 3.16 | 9.81 | -3727.27 | | 2025.11.19 | -8.65 | 12.58 | -7752.83 | | 2025.11.18 | 2.36 | 15.64 | -2177.99 | | 2025.11.17 | 5.83 | 15.24 | 488.43 | | 2025.11.14 | 5.26 | 13.06 | -954.96 | （文章来源：证券时报网） 公司发布的三季报数据显示，前三季公司共实现营业 ...

Core Viewpoint - The Hainan Free Trade Zone concept has seen significant market activity, with several stocks experiencing notable price increases, indicating investor interest and potential growth in the region [1] Company Summaries - Hainan Ruize has reached its daily limit up, reflecting strong investor confidence and interest in the company's prospects within the Hainan Free Trade Zone [1] - Hainan Rubber has also hit its daily limit up, suggesting a positive market sentiment towards the company's performance and future growth potential [1] - Other companies such as Shennong Seed Industry, Hainan Expressway, Haima Automobile, and Xindong Holdings have also experienced price increases, indicating a broader positive trend in the Hainan market [1]

融资融券数据显示，该股最新（11月26日）两融余额为2.23亿元，其中，融资余额为2.22亿元，融券余 额为53.28万元。近5日融资余额合计减少2436.24万元，降幅为9.87%，融券余额合计增加11.29万元，增 幅26.89%。（数据宝） 深交所公开信息显示，当日该股因日振幅值达18.61%上榜，机构专用席位净买入986.10万元。 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3.21亿元，其中，买入成交额为1.13亿 元，卖出成交额为2.08亿元，合计净卖出9433.25万元。 具体来看，今日上榜的营业部中，共有5家机构专用席位现身，即买一、买二、买三、买四、买五、卖 二、卖三，合计买入金额1.11亿元，卖出金额1.02亿元，合计净买入986.10万元。 资金流向方面，今日该股主力资金净流出2.38亿元，其中，特大单净流出1.19亿元，大单资金净流出 1.19亿元。近5日主力资金净流入5244.77万元。 海南瑞泽今日下跌2.70%，全天换手率25.11%，成交额17.13亿元，振幅18.61%。龙虎榜数据显示，机构 净买入986.10万元，营业部席位合计净卖出1.04亿元。 海南瑞泽1 ...

Market Performance - The Hainan Free Trade Zone concept index declined by 2.65%, ranking among the top declines in concept sectors as of the market close on November 27 [1] - Notable decliners within the sector included Shennong Agricultural, Jingliang Holdings, and Hainan Haiyao, while New Dazhou A, ST Huawen, and *ST Yedao were among the few gainers [1] Capital Flow - The Hainan Free Trade Zone sector experienced a net outflow of 1.108 billion yuan, with 26 stocks seeing net outflows, and 9 stocks exceeding 50 million yuan in outflows [1] - Hainan Ruize led the outflows with a net outflow of 238.3 million yuan, followed by Zhongtung High-tech and Shennong Agricultural with net outflows of 121.0 million yuan and 120.2 million yuan respectively [1][2] Top Gainers and Losers - The top gainers in the Hainan Free Trade Zone sector included New Dazhou A with a rise of 3.85%, while the largest decline was seen in Shennong Agricultural, which fell by 7.55% [1][2] - Other significant decliners included Hainan Ruize (-2.70%), Zhongtung High-tech (-2.86%), and Hainan Haiyao (-6.78%) [1][2]

Core Viewpoint - The data indicates significant outflows of capital from various stocks, highlighting potential concerns regarding investor sentiment and market stability [1] Group 1: Major Stocks with Capital Outflows - WuXi AppTec experienced a capital outflow of 367 million yuan [1] - Huadian Technology saw an outflow of 298 million yuan [1] - Lezhi Group had a capital outflow of 254 million yuan [1] - Inspur Information faced an outflow of 248 million yuan [1] - Yongding Holdings recorded an outflow of 245 million yuan [1] - Tianhua New Energy experienced a capital outflow of 211 million yuan [1] - Changxin Bochuang had an outflow of 198 million yuan [1] - Hainan Ruize saw an outflow of 197 million yuan [1] - Sanjiang Shopping recorded a capital outflow of 185 million yuan [1] - Yaowang Technology faced an outflow of 183 million yuan [1] - Tianji Holdings had a capital outflow of 182 million yuan [1] - CATL experienced an outflow of 159 million yuan [1] - BlueFocus Communication Group saw an outflow of 152 million yuan [1] - Industrial and Commercial Bank of China recorded a capital outflow of 151 million yuan [1] - China Film faced an outflow of 148 million yuan [1] - Vanke A experienced a capital outflow of 147 million yuan [1] - Guofeng New Materials saw an outflow of 142 million yuan [1] - Shiji Information recorded a capital outflow of 142 million yuan [1] - Meilixin faced an outflow of 135 million yuan [1] - Zhongwen Online experienced a capital outflow of 134 million yuan [1]

Market Overview - The cement sector increased by 0.61% on November 26, with Hainan Ruize leading the gains [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Individual Stock Performance - Hainan Ruize (002596) saw a significant rise of 10.04%, closing at 5.92 with a trading volume of 1.1212 million shares and a transaction value of 657.1 million [1] - Other notable gainers included Huaxin Cement (600801) with a 4.05% increase, closing at 23.10, and Qingsong Jianhua (600425) with a 1.82% increase, closing at 4.47 [1] - Conversely, Guotong Co. (002205) experienced a decline of 5.31%, closing at 16.04, while Fujian Cement (600802) fell by 4.06%, closing at 6.86 [2] Capital Flow Analysis - The cement sector saw a net inflow of 158 million in main funds, while retail investors experienced a net outflow of 64.3 million [2] - Hainan Ruize attracted a net inflow of 115 million from main funds, but had a net outflow of 76.1 million from speculative funds [3] - Other companies like Conch Cement (600585) and Huaxin Cement (600801) also showed mixed capital flows, with Conch Cement having a net inflow of 61.6 million from main funds [3]

Core Viewpoint - Hainan Ruize's stock price reached a limit-up closing at 5.92 yuan on November 26, driven by the anticipation of the Hainan Free Trade Port's full closure and the company's strategic initiatives to expand market share [1] Group 1: Company Performance - Hainan Ruize's stock hit the limit-up at 9:31 AM, with a closing price of 5.92 yuan, and a total fund closing order of 1.05 billion yuan, accounting for 1.55% of its circulating market value [1] - The stock experienced a significant increase of 10.04% on November 26, with a net inflow of main funds amounting to 1.15 billion yuan, representing 17.45% of the total trading volume [1] Group 2: Market Context - The preparation for the full closure of Hainan Free Trade Port is in its final countdown, with the policy system and infrastructure fully ready, which is expected to benefit local companies like Hainan Ruize [1] - The recent revisions in governance and operational norms by the company, along with the anticipated increase in infrastructure demand due to the Free Trade Port, are expected to accelerate business expansion and technology transformation [1] - The Hainan sector is experiencing a positive market reaction due to policy incentives, leading to increased expectations for regional economic and infrastructure growth post-closure [1] Group 3: Fund Flow Analysis - On November 26, the main funds saw a net inflow of 1.15 billion yuan, while retail investors experienced a net outflow of 3.87 million yuan [1] - Over the past five days, the stock has shown fluctuating fund flows, with notable net inflows and outflows from different investor categories [1]