粤开市场日报-20251204
Yuekai Securities·2025-12-04 07:49

Market Overview - The A-share market showed mixed performance today, with the Shanghai Composite Index down by 0.06% closing at 3875.79 points, while the Shenzhen Component Index rose by 0.40% to 13006.72 points. The ChiNext Index increased by 1.01% to 3067.48 points. Overall, 1454 stocks rose and 3874 stocks fell, with a total trading volume of 1549 billion yuan, a decrease of 121 billion yuan from the previous trading day [1][12]. Industry Performance - Among the Shenwan first-level industries, the top gainers included machinery and equipment (up 0.90%), electronics (up 0.78%), national defense and military (up 0.55%), telecommunications (up 0.50%), and non-ferrous metals (up 0.33%). Conversely, the sectors that experienced the largest declines were comprehensive (down 2.11%), beauty care (down 1.89%), social services (down 1.62%), commercial retail (down 1.55%), and textile and apparel (down 1.43%) [1][12]. Concept Sectors - The leading concept sectors today included Moore Threads, satellite internet, semiconductor equipment, commercial aerospace, GPU, decelerators, Yushu Robotics, embodied intelligence, satellite navigation, large aircraft, excavators, humanoid robots, industrial mother machines, new industrialization, and low-altitude economy [2][11].