Group 1: Stock Market Activity - A total of 31 stocks were listed on the institutional trading leaderboard, with 13 stocks experiencing net buying and 18 stocks facing net selling [1] - The top three stocks with the highest net buying by institutions were: Shennong Agricultural Industry (265 million), Zhongci Electronics (157 million), and Longzhou Co., Ltd. (112 million) [1] Group 2: Key Stocks Performance - Shennong Agricultural Industry saw a price increase of 20.07% with 4 buyers and 2 sellers [2] - Zhongci Electronics experienced a price rise of 10.00% with 2 buyers and no sellers [2] - Longzhou Co., Ltd. had a price increase of 9.96% with 3 buyers and no sellers [2] Group 3: Economic Indicators and Consumer Trends - The National Bureau of Statistics reported that the Consumer Price Index (CPI) rose by 0.7% year-on-year in November, with the core CPI (excluding food and energy) increasing by 1.2% [3] - Hainan's duty-free shopping in November amounted to 2.38 billion, reflecting a year-on-year growth of 27.1% [3] - The restaurant sector's retail sales in October grew by 3.8%, marking the highest increase since June [3] Group 4: Real Estate Sector Developments - Vanke A held a bondholders' meeting to discuss the extension of its bonds, which is considered crucial for the company's financial relief [5] - Market expectations for fiscal support to stabilize the real estate market are strong, with a focus on reducing the likelihood of further defaults among real estate entities [5] - The approach to local debt emphasizes prioritizing development over debt resolution, suggesting a gradual easing of investment restrictions in previously constrained areas [5]

Core Viewpoint - The Hainan-themed stocks are showing strong performance across various sectors including agriculture, infrastructure, tourism, and pharmaceuticals, with market enthusiasm continuing to rise [1]. Group 1: Stock Performance - Luoniushan (000735.SZ) latest stock price: 9.78 yuan, daily increase: +10.01%, highlights include being a large comprehensive enterprise in Hainan covering agriculture, real estate, and food processing [1]. - Hainan Ruize (002596.SZ) latest stock price: 6.52 yuan, daily increase: +9.95%, focuses on concrete, landscaping, and municipal sanitation with rich regional resources [1]. - Hainan Expressway (000886.SZ) latest stock price: 8.16 yuan, daily increase: +9.97%, controlled by Hainan state-owned assets, involved in highways, real estate, and tourism, focusing on the "big transportation" industry [1]. - Hainan Development (002163.SZ) latest stock price: 17.27 yuan, daily increase: +10.00%, also controlled by Hainan state-owned assets, involved in curtain wall engineering and photovoltaic glass [1]. - Shennong Seed Industry (300189.SZ) latest stock price: 6.88 yuan, daily increase: +20.07%, specializes in hybrid rice seed breeding and agricultural product sales [1]. - Haima Automobile (000572.SZ) latest stock price: 10.01 yuan, daily increase: +10.00%, focuses on automotive and powertrain R&D and manufacturing [1]. - Kangzhi Pharmaceutical (300086.SZ) latest stock price: 12.47 yuan, daily increase: +15.46%, a leading domestic children's health enterprise focusing on children's medicine and maternal health products [2]. Group 2: Sector Highlights - Caesar Travel Industry (000796.SZ) latest stock price: 7.49 yuan, daily increase: +7.93%, the only tourism-focused A-share company in Hainan covering tourism, catering, and destination services [2]. - Haixia Co., Ltd. (002320.SZ) latest stock price: 13.40 yuan, daily increase: +7.80%, controlled by the State-owned Assets Supervision and Administration Commission, operates passenger and cargo transport in Hainan [2]. - Hainan Airport (600515.SH) latest stock price: 5.15 yuan, daily increase: +7.52%, controlled by Hainan state-owned assets, primarily focused on airport operations and duty-free business [2].

12月10日，沪指跌0.23%报3900点，深证成指涨0.29%，创业板指跌0.02%。全市场成交额1.79万亿元， 超2800股下跌。海南板块、免税概念、贵金属、共享经济、商业百货及教育等板块涨幅居前；培育钻 石、电源设备、乳业股等板块跌幅居前。 高位股方面 龙洲股份 6 天几板，安妮股份 5 天 4 板，东百集团、厦门港务 4 连板，中源家居 5 天 3 板，南矿集团、 *ST 碱昌、西部材料 4 天 3 板，中科科、永辉超市、博纳影业、中瓷电子 3 连板，孚日股份、特发信息 4 天 2 板。 下面我们来看下今日龙虎榜情况： | 序号 市场 | | લ્લેન્ડ | 名称 | 景日涨幅 | 当日价格 | 换手率 | | 金额 机构净买入 * | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 品 | 601933 | 永辉超市 | +10.11% | 5.23 | 3.00% | 14.26亿 | -4.57 Z | | 2 | 深 | 300640 | 德艺文创 | +9.88% | 9.79 | 57.78% | 13.14 ...

龙虎榜方面，海南板块全天强势，其中神农种业20cm涨停，获四家机构买入2.65亿元，同时获一家量化资金席位（开源证券西安西大街）买入4258万元。地 产板块今日快速拉升，万科A涨停，获三家一线游资席位（国泰海通证券上海江苏路、国泰海通证券成都北一环路、东方证券厦门仙岳路）分别买入1.47亿 元、0.94亿元、0.44亿元，同时遭另一家游资席位（招商证券深圳深南大道）卖出2亿。 一、沪深股通前十大成交 今日沪股通总成交金额为921.88亿，深股通总成交金额为1122.26亿。 | | | 沪股通( 12月10日 ) | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 688256 | 寒武纪 | 17.09 | | 2 | 600519 | 贵州茅台 | 14.85 | | 3 | 601138 | 工业富联 | 13.57 | | 4 | 688041 | 海光信息 | 13.26 | | 5 | 600036 | 招商银行 | 10.61 | | 6 | 601899 | 三十四年 | 10.55 | | 7 | 60325 ...

海南板块，再度走强！ 今日（12月10日），海南板块走势强劲。早盘，海南高速、海南瑞泽、罗牛山直线拉升至涨停；午后， 欣龙控股、海德股份、京粮控股、神农种业、海马汽车等股票也直线拉升并陆续封板，海南机场、海峡 股份等纷纷跟涨，海南板块整体涨幅扩大至5%以上。 | 代码 | 名称 | | 涨幅% | 现价 | 涨跌 | 买价 | 卖价 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300189 神农种业 | | R | 20.07 | 6.88 | 1.15 | 6.88 | | | 300086 | 康之约业 | | 15.46 | 12.47 | 1.67 | 12.47 | | | 000955 欣龙控股 | | | 10.06 | 7.22 | 0.66 | 7.22 | | | 000735 岁牛山 | | R | 10.01 | 9.78 | 0.89 | 9.78 | | | 000572 海马汽车 | | R | 10.00 | 10.01 | 0.91 | 10.01 | -- | | 000505 京根控股 | | R | 9.9 ...

海南板块，再度走强！ 12月10日，《中共海南省委关于制定国民经济和社会发展第十五个五年规划的建议》(以下简称《建议》)发 布。《建议》提出，加快完善自由贸易港政策制度体系。提升优化以"零关税、低税率、简税制""五自由便利 一安全有序流动"为主要特征的政策制度体系。大幅提高贸易自由化便利化水平，动态调整实施禁止、限制进 出口货物、物品清单，推动优化调整进口征税商品目录，深化非关税措施管理改革，完善跨境服务贸易负面清 单。 今日午后，海南板块大幅拉升，神农种业实现20%涨停，欣龙控股、海德股份、京粮控股等多只个股也被拉升 至涨停板。截至下午收盘，海南板块整体涨幅超过5%，Wind海南自贸港指数涨幅更是大涨6.6%。 当天，海南"十五五"规划建议发布。其中提出，加快完善自由贸易港政策制度体系，大幅提高贸易自由化便利 化水平；加快种源关键核心技术攻关，打造高能级种业科技创新平台，做大做强"种源+种业+种市"南繁产 业；"以场带产"壮大火箭链、卫星链、数据链和"航天+"产业，有序发展低空经济；适度超前建设交通、电 力、天然气管网等基础设施。 有券商指出，海南自贸港封关政策为企业提供了前所未有的发展机遇。该政策的实施， ...

沪深股通今日合计成交2044.14亿，其中寒武纪和中际旭创分居沪股通和深股通个股成交额首位。板块主力资金方面，房地产板块主力资金净流入居首。 ETF成交方面，标普消费ETF（159529）成交额环比增长591%。 龙虎榜方面，海南板块全天强势，其中神农种业20cm涨停，获四家机构买入2.65亿元，同时获一家量化资金席位（开源证券西安西大街）买入4258万元。地 产板块今日快速拉升，万科A涨停，获三家一线游资席位（国泰海通证券上海江苏路、国泰海通证券成都北一环路、东方证券厦门仙岳路）分别买入1.47亿 元、0.94亿元、0.44亿元，同时遭另一家游资席位（招商证券深圳深南大道）卖出2亿。 从深股通前十大成交个股来看，中际旭创位居首位；新易盛和宁德时代分居二、三位。 二、板块个股主力大单资金 从板块表现来看，海南、贵金属、零售等板块涨幅居前，培育钻石、银行、有机硅等板块跌幅居前。 | | | 星矿板块主力资金监控：今日买入前五榜（2025年12月10日） | | | --- | --- | --- | --- | | 排名 | 板块名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | 1 | 房地 ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 海南自贸区 | 6.72 | 培育钻石 | -1.83 | | 免税店 | 3.01 | EDR概念 | -1.15 | | 自由贸易港 | 2.25 | AI PC | -1.07 | | 租售同权 | 2.05 | 数字水印 | -1.06 | | 深圳国企改革 | 1.80 | 有机硅概念 | -0.98 | | F5G概念 | 1.68 | 人造肉 | -0.94 | | 转基因 | 1.58 | 乳业 | -0.91 | | 土地流转 | 1.40 | 烟草 | -0.89 | | 金属铅 | 1.28 | 同花顺果指数 | -0.89 | | 物业管理 | 1.26 | TOPCON电池 | -0.85 | 资金面上看，今日海南自贸区概念板块获主力资金净流入30.41亿元，其中，23股获主力资金净流入， 10股主力资金净流入超亿元，净流入资金居首的是神农种业，今日主力资金净流入4.70亿元，净流入资 金居前的还有海马汽车、罗牛山、海南发展等，主力资金分别净流入3.88亿元、3 ...

资金面上看，今日转基因概念板块获主力资金净流入4.34亿元，其中，8股获主力资金净流入，净流入 资金居首的是神农种业，今日主力资金净流入4.70亿元，净流入资金居前的还有农发种业、托普云农、 隆平高科等，主力资金分别净流入2876.77万元、1594.89万元、593.65万元。 资金流入比率方面，神农种业、农发种业、托普云农等流入比率居前，主力资金净流入率分别为 15.99%、8.23%、5.99%。（数据宝） 截至12月10日收盘，转基因概念上涨1.58%，位居概念板块涨幅第7，板块内，14股上涨，神农种业20% 涨停，托普云农、敦煌种业、秋乐种业等涨幅居前，分别上涨3.52%、2.28%、1.97%。跌幅居前的有新 安股份、颖泰生物、华邦健康等，分别下跌2.22%、1.75%、1.04%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 海南自贸区 | 6.72 | 培育钻石 | -1.83 | | 免税店 | 3.01 | EDR概念 | -1.15 | | 自由贸易港 | 2.25 | AI PC ...

资金面上看，今日土地流转概念板块获主力资金净流入6.40亿元，其中，17股获主力资金净流入，6股 主力资金净流入超千万元，净流入资金居首的是神农种业，今日主力资金净流入4.70亿元，净流入资金 居前的还有信邦制药、海南机场、洲际油气等，主力资金分别净流入1.36亿元、9105.39万元、4720.60 万元。 资金流入比率方面，信邦制药、神农种业、康欣新材等流入比率居前，主力资金净流入率分别为 22.52%、15.99%、8.43%。（数据宝） 截至12月10日收盘，土地流转概念上涨1.40%，位居概念板块涨幅第8，板块内，27股上涨，神农种业 20%涨停，信邦制药涨停，海南机场、田野股份、洲际油气等涨幅居前，分别上涨7.52%、6.22%、 4.12%。跌幅居前的有丰林集团、川宁生物、太极集团等，分别下跌1.92%、1.85%、1.80%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 海南自贸区 | 6.72 | 培育钻石 | -1.83 | | 免税店 | 3.01 | EDR概念 | -1.15 | ...