A股收评:沪指本月跌1.67% 终结月线六连阳
2 1 Shi Ji Jing Ji Bao Dao·2025-11-28 07:31

Core Viewpoint - The Shanghai Composite Index has decreased by 1.67% this month after reaching a ten-year high mid-month, ending a six-month streak of gains. The ChiNext Index has dropped by 4.23%, showing a "first decline then rise" pattern, with a gradual recovery in late November driven by the computing hardware sector [1][2]. Market Performance - The Shanghai Composite Index fell by 1.67% this month, while the ChiNext Index declined by 4.23% [1][2]. - The market experienced a shift in focus, with significant attention on the battery supply chain, Hainan, Fujian, and computing hardware sectors [1][2]. Sector Highlights - The battery sector saw multiple stocks doubling in value, including: - Guosheng Technology up 155% - Huasheng Lithium up 132% - Haike New Source up 122% [1][2]. - In the cross-strait concept, Pingtan Development rose by 51%, and Hefei China increased by 143% [1][2]. - The Hainan sector also performed well, with Hainan Ruize up 47% [1][2]. - Computing hardware stocks strengthened in mid to late November, with companies like: - Zhongfu Circuit - Saiwei Electronics - Tengjing Technology - Guangku Technology - Zhongji Xuchuang reaching historical highs [1][2]. Banking Sector Performance - Agricultural Bank of China, Industrial and Commercial Bank of China, and Bank of China all reached new highs mid-month [1][2].