共31只个股出现了机构的身影。 当天机构净买入前三的股票分别是四方达、航天发展、通宇通讯，净买入金额分别是5607万元、3897万 元、3458万元。 盘后数据显示，12月3日龙虎榜中，共31只个股出现了机构的身影，有10只股票呈现机构净买入，21只 股票呈现机构净卖出。 当天机构净卖出前三的股票分别是南网数字、平潭发展、航天动力，净流出金额分别是1.88亿元、1.05 亿元、9220万元。 | 星图测控 | -4.98% | -1177.25 | | --- | --- | --- | | 高乐股份 | 10.02% | -1643.75 | | 瑞玛精密 | -10.00% | -1822.98 | | 道明光学 | 10.03% | -1830.91 | | 雷科防务 | -5.50% | -1907.97 | | 华映科技 | 10.02% | -2362.11 | | 亿利达 | 10.04% | -2461.19 | | 顺灏股份 | 9.99% | -3145.94 | | 威领股份 | -5.96% | -3273.39 | | 榕基软件 | -9.27% | -3485.89 | | 清水源 ...

Core Viewpoint - The trading volume on the Shanghai and Shenzhen Stock Connects shows significant activity, with notable stocks and sectors experiencing varying levels of capital inflow and outflow, indicating potential investment opportunities and market trends. Group 1: Trading Volume - The total trading amount for the Shanghai Stock Connect was 83.656 billion, while the Shenzhen Stock Connect reached 103.653 billion [1]. - The top traded stocks on the Shanghai Stock Connect included Industrial Fulian (19.44 billion), Kweichow Moutai (10.55 billion), and Luoyang Molybdenum (10.48 billion) [2]. - On the Shenzhen Stock Connect, the leading stocks were Xinyi Semiconductor (35.33 billion), Zhongji Xuchuang (34.01 billion), and Panghong Technology (21.77 billion) [3]. Group 2: Sector Performance - Sectors with the highest capital inflow included cultivated diamonds, coal, and wind power equipment, while sectors such as AI applications and lithium mining saw the largest declines [4]. - The optical and optoelectronic sector led in net capital inflow with 14.32 billion, followed by small household appliances (5.97 billion) and industrial metals (4.63 billion) [5]. - The computer sector experienced the highest net capital outflow at -112.12 billion, followed by electronics at -91.84 billion and the new energy sector at -70.77 billion [6]. Group 3: Individual Stock Capital Flow - The top stocks with net capital inflow included N China Platinum (36.82 billion), Tianxue Communication (13.56 billion), and Jingyue Wan A (10.81 billion) [7]. - Conversely, the stocks with the highest net capital outflow were ZTE Corporation (-21.42 billion), Pingtan Development (-17.98 billion), and Zhongji Xuchuang (-14.79 billion) [8]. Group 4: ETF Trading - The top ten ETFs by trading amount included A500 ETF Fund (6.2678 billion), Hong Kong Securities ETF (5.3725 billion), and A500 ETF Huatai Baichuan (4.6938 billion) [9]. - The ETFs with the highest growth in trading amount compared to the previous trading day were Nasdaq ETF (9.2893 billion, +288.81%) and Growth Enterprise Board ETF (2.5507 billion, +127.05%) [10]. Group 5: Futures Positioning - In the four major futures contracts (IH, IF, IC, IM), both long and short positions increased, with the IM contract seeing a significant increase in long positions [11]. Group 6: Institutional Activity - Institutional activity was notable, with Sifangda seeing a 15.37% increase and receiving 56.74 million from institutions, while Pingtan Development faced a sell-off of 105 million [12][13]. - The trading activity of retail investors was also high, with significant purchases in Tongyu Communication and Aerospace Development [15].

Group 1: Market Overview - The total trading volume of the Shanghai and Shenzhen Stock Connect today reached 187.31 billion, with Industrial Fulian and Xinyi Sheng leading in trading volume for Shanghai and Shenzhen stocks respectively [1][2] - The Shanghai Stock Connect had a total trading amount of 83.66 billion, while the Shenzhen Stock Connect totaled 103.65 billion [2] Group 2: Top Stocks - In the Shanghai Stock Connect, the top traded stocks included Industrial Fulian (19.44 billion), Kweichow Moutai (10.55 billion), and Luoyang Aluminum (10.48 billion) [3] - In the Shenzhen Stock Connect, the leading stocks were Xinyi Sheng (35.33 billion), Zhongbiao Xiangchuang (34.01 billion), and Shenghong Technology (21.77 billion) [3] Group 3: Sector Performance - The optical and optoelectronic sector saw the highest net inflow of funds, while the computer sector experienced the largest net outflow [4][5] - Sectors such as cultivated diamonds, coal, and wind power equipment showed significant gains, whereas AI applications and lithium mining sectors faced declines [4] Group 4: ETF Trading - The top ETF by trading volume was the A500 ETF Fund (62.68 billion), with the Hong Kong Securities ETF following at 53.73 billion [6] - The Nasdaq ETF (513300) saw a remarkable trading volume increase of 288% compared to the previous trading day [8] Group 5: Futures Market - In the futures market, all four major index futures contracts (IH, IF, IC, IM) saw both long and short positions increase, with the IM contract showing a greater increase in long positions [9] Group 6: Institutional and Retail Activity - Institutional activity was notable, with Aerospace Development receiving significant purchases from institutions, including 82.03 million from one institution and 238 million from a prominent retail investor [10][14] - Retail investors were also active, with notable transactions in stocks like Tongyu Communication and Aerospace Development [14]

| 卖四 | 东方财富证券股份有限公司上海分公司 | 14.76 | 7779.82 | | --- | --- | --- | --- | | 卖五 | 深股通专用 | 26266.53 | 7524.77 | 通宇通讯今日下跌2.54%，全天换手率59.65%，成交额59.45亿元，振幅12.42%。龙虎榜数据显示，机构 净买入3457.95万元，深股通净买入1.87亿元，营业部席位合计净卖出5.76亿元。 深交所公开信息显示，当日该股因日换手率达59.65%上榜，机构专用席位净买入3457.95万元，深股通 净买入1.87亿元。 融资融券数据显示，该股最新（12月2日）两融余额为3.69亿元，其中，融资余额为3.68亿元，融券余额 为72.81万元。近5日融资余额合计减少9062.01万元，降幅为19.77%，融券余额合计增加23.02万元，增 幅46.24%。（数据宝） 通宇通讯12月3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 | 深股通专用 | 26266.53 | 7524.77 ...

沪深股通今日合计成交1873.09亿，其中工业富联和新易盛分居沪股通和深股通个股成交额首位。板块主力资金方面，光学光电子板块主力资金净流入居 首。ETF成交方面，纳斯达克ETF（513300）成交额环比增长288%。期指持仓方面，IM合约多头加仓数量大于空头。龙虎榜方面，航天发展获一家机构买 入8203万，获一家一线游资席位（中国银河大连黄河路）买入2.38亿，同时遭两家一线游资席位（国投证券西安朱雀大街、中泰证券湖北分公司）合计卖出 3.2亿。 一、沪深股通前十大成交 今日沪股通总成交金额为836.56亿，深股通总成交金额为1036.53亿。 | | 沖殿通（ | 12月3日 | 100 | | | --- | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | | 成交金额(亿元) | | 1 | 601138 | 工业富联 | | 19.44 | | 2 | 600519 | 贵州茅台 | | 10.55 | | 3 | 603993 | 洛阳铝业 | | 10.48 | | 4 | 601899 | 紫美矿业 | | 10.14 | | 5 | 688256 | ...

证 券 研 究 报 告 "制造强国"实干系列周报(11/30期) 证券分析师： 韩强 A0230518060003 屠亦婷 A0230512080003 王珂 A0230521120002 刘正 A0230518100001 马天一 A0230525040004 戴文杰 A0230522100006 黄莎 A0230522010002 武雨桐 A0230520090001 李蕾 A0230519080008 穆少阳 A0230524070009 刘宏达 A0230524020002 刘建伟 A0230521100003 联系人：何佳霖 A0230523080002 2025.12.3 核心观点 www.swsresearch.com 证券研究报告 2 ◼ 商业航天：1）制造及发射端关注份额或价值量在降本趋势下有望维持相对稳定或具备提升潜力的核心标的；2）应用端 关注通信终端基带、射频芯片及相控阵天线配套标的；3）航天科技集团拥有较多体外资产，有较强并购重组预期。重点 关注标的：1）卫星制造：上海瀚迅+臻镭科技+航天电子，2）应用终端：海格通信+国博电子+通宇通讯，3）运营服务： 中国卫通+星图测控+中科星图； ...

Group 1 - The stock of Tongyu Communication decreased by 2.54% today [1] - The trading volume reached 5.945 billion yuan with a turnover rate of 59.65% [1] - After-hours trading data shows that the Shenzhen Stock Connect bought 263 million yuan and sold 75.247 million yuan [1] Group 2 - Two institutional special seats had a net purchase of 88.3396 million yuan, while one institutional special seat had a net sale of 53.76 million yuan [1]

通宇通讯今日跌2.54%，成交额59.45亿元，换手率59.65%，盘后龙虎榜数据显示，深股通专用席位买入 2.63亿元并卖出7524.77万元，2家机构专用席位净买入8833.96万元，有1家机构专用席位净卖出5376.00 万元。 ...

（文章来源：证券时报网） 数据宝统计，截至09:37，通宇通讯成交额23.40亿元，创上市以来新高。最新股价上涨5.77%，换手率 22.90%。上一交易日该股全天成交额为1.46亿元。（数据宝） ...

证券日报网讯12月2日晚间，通宇通讯（002792）发布公告称，公司股票交易价格连续两个交易日内 (2025年12月1日、2025年12月2日)收盘价格涨幅偏离值累计超过20%。 ...