转自：新华财经 新华财经北京12月29日电（王媛媛）29日A股三大指数涨跌不一，沪指微涨走出九连阳，创业板指一度 跌超1%。截至收盘，沪指报3965.25点，涨0.04%，成交9038亿元；深证成指报13537.10点，跌0.49%， 成交12355亿元；创业板指报3222.61点，跌0.66%，成交5440亿元。 板块方面，化纤行业、石油行业、多元金融、航天航空板块涨幅居前，能源金属、医药商业、电池、电 子化学品、中药、电力行业跌幅居前。 消息面上 盘面上，机器人概念午后表现活跃，步科股份20cm涨停创历史新高，五洲新春、模塑科技等多股涨 停。商业航天概念延续强势，神剑股份8连板，金风科技、雷科防务等十余股涨停。碳纤维概念表现活 跃，吉林化纤、和顺科技双双涨停。下跌方面，电池、乳业、电力等板块跌幅居前。其中电池概念午后 震荡下挫，华盛锂电跌超7%。电力板块持续走弱，国电电力跌近8%。 机构观点 巨丰投顾：周一市场震荡运行，PEEK板块涨幅居前。2025年，A股市场在政策驱动下完成筑底反转， 由"叙事牛"向"产业牛"的关键切换已然发生。展望2026年，"十五五"规划扬帆起航，市场核心驱动力正 从"资产重估"逐 ...

Market Overview - The Shanghai Composite Index experienced a slight increase, marking its ninth consecutive day of gains, while the Shenzhen Component Index and the ChiNext Index saw declines of 0.49% and 0.66% respectively [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.14 trillion yuan, a decrease of 209 billion yuan compared to the previous trading day [1][2] Sector Performance - Over 3,300 stocks in the market declined, indicating a broad market weakness [1] - The robotics sector showed strong activity, with stocks like Aowei New Materials and Boke Technology hitting the daily limit and reaching historical highs [1] - The commercial aerospace sector continued its strong performance, with Shenjian Co. achieving an eight-day limit increase, and several other stocks like Goldwind Technology and Leike Defense also hitting the daily limit [1] - The carbon fiber sector was active, with Jilin Chemical Fiber and Heshun Technology both reaching the daily limit [1] - Conversely, the battery, dairy, and electric power sectors faced significant declines, with the battery sector experiencing a drop, particularly Huasheng Lithium Battery, which fell over 7% [1] Index Performance - The Shanghai Composite Index closed at 13,538.89, up 0.04%, while the Shenzhen Component Index closed at 3,965.43, down 0.48% [2] - The ChiNext Index closed at 1,638.46, down 0.25% [2] - The total number of declining stocks was 3,314, while 2,005 stocks rose [3]

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Group 1 - The main market experienced a net outflow of 71.828 billion yuan as of the market close on December 29 [1] - The top ten sectors with net inflows of main funds include: Banking (1.114 billion yuan), Oil Industry (0.888 billion yuan), Diversified Finance (0.877 billion yuan), Chemical Fiber Industry (0.651 billion yuan), Wind Power Equipment (0.608 billion yuan), Software Development (0.499 billion yuan), Engineering Consulting Services (0.380 billion yuan), Engineering Machinery (0.219 billion yuan), Electronic Components (0.195 billion yuan), and Cement & Building Materials (0.099 billion yuan) [1] Group 2 - The Banking sector saw a rise of 0.53% with a net inflow of 1.114 billion yuan, led by Industrial Bank [2] - The Oil Industry increased by 2.14% with a net inflow of 0.888 billion yuan, driven by Shishijiu [2] - The Diversified Finance sector rose by 2.06% with a net inflow of 0.877 billion yuan, led by Cuiwei Co. [2] - The Chemical Fiber Industry experienced a 2.93% increase with a net inflow of 0.651 billion yuan, led by Jilin Chemical Fiber [2] - The Wind Power Equipment sector increased by 1.02% with a net inflow of 0.608 billion yuan, led by Goldwind Technology [2] - The Software Development sector saw a slight decline of 0.28% with a net inflow of 0.499 billion yuan, led by Tuo Wei Information [2] - The Engineering Consulting Services sector increased by 1.11% with a net inflow of 0.380 billion yuan, led by Huajian Group [3] - The Engineering Machinery sector decreased by 0.92% with a net inflow of 0.219 billion yuan, led by Chuanrun Co. [3] - The Electronic Components sector rose by 0.27% with a net inflow of 0.195 billion yuan, led by Hudian Co. [3] - The Cement & Building Materials sector saw a slight increase of 0.11% with a net inflow of 0.099 billion yuan, led by Anhui Conch Cement [3]

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index slightly up, marking a nine-day rise, while the ChiNext Index fell over 1% at one point [1] - As of the market close, the Shanghai Composite Index rose by 0.04%, the Shenzhen Component Index fell by 0.49%, and the ChiNext Index decreased by 0.66% [1] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets was 2.14 trillion yuan, a decrease of 20.9 billion yuan compared to the previous trading day [1][5] Index Performance - Shanghai Composite Index: 3965.28, up 0.04%, with 859 gainers and 1415 losers [2] - Shenzhen Component Index: 13537.10, down 0.49%, with 1120 gainers and 1715 losers [2] - ChiNext Index: 3222.61, down 0.66%, with 605 gainers and 757 losers [2] Sector Performance - The robotics sector showed strong activity, with stocks like Xiangwei New Materials and Boke Co., Ltd. hitting the daily limit and reaching historical highs [2] - The commercial aerospace sector continued to perform well, with Shenjian Co. achieving an eight-day limit-up streak [2] - The carbon fiber sector was also active, with Jilin Chemical Fiber and Heshun Technology both hitting the daily limit [2] - Conversely, the battery, dairy, and power sectors experienced significant declines, with the battery sector seeing stocks like Huasheng Lithium Battery drop over 7% and the power sector, including Guodian Power, falling nearly 8% [2]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index slightly up, achieving a nine-day winning streak, while the ChiNext Index fell over 1% at one point [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.14 trillion yuan, a decrease of 20.9 billion yuan compared to the previous trading day [7] Sector Performance - Over 3,300 stocks in the market declined, with notable sectors experiencing significant movements [1] - The robotics sector was active in the afternoon, with stocks like Boke Co. hitting the daily limit and reaching historical highs, alongside other stocks like Wuzhou New Spring and Mould Technology also hitting the limit [1] - The commercial aerospace sector continued its strong performance, with Shenjian Co. achieving eight consecutive limit-ups, and several other stocks like Goldwind Technology and Leike Defense also hitting the limit [1] - The carbon fiber sector showed active performance, with Jilin Chemical Fiber and Heshun Technology both hitting the limit [1] Declining Sectors - The battery, dairy, and electric power sectors were among the biggest decliners [2] - The battery sector experienced volatility in the afternoon, with Huasheng Lithium Battery dropping over 7% [2] - The electric power sector continued to weaken, with Guodian Power falling nearly 8% [2] Closing Statistics - At the close, the Shanghai Composite Index rose by 0.04%, the Shenzhen Component Index fell by 0.49%, and the ChiNext Index decreased by 0.66% [3][4]

Market Performance - The three major indices showed mixed results, with the Shanghai Composite Index slightly up, achieving a nine-day winning streak, while the ChiNext Index fell over 1% at one point [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.14 trillion yuan, a decrease of 20.9 billion yuan compared to the previous trading day [1] - By the end of the trading session, the Shanghai Composite Index rose by 0.04%, the Shenzhen Component Index fell by 0.49%, and the ChiNext Index declined by 0.66% [1] Sector Performance - The robotics sector was notably active in the afternoon, with companies like Aowei New Materials and Boke Technology hitting the 20% daily limit up, reaching historical highs [1] - The commercial aerospace sector continued its strong performance, with Shenjian Co. achieving an eight-day limit up, and several other stocks like Goldwind Technology and Leike Defense also hitting their daily limits [1] - The carbon fiber sector showed significant activity, with Jilin Chemical Fiber and Heshun Technology both reaching their daily limit up [1] - On the downside, the battery, dairy, and electric power sectors experienced the largest declines, with the battery sector seeing a notable drop, particularly Huasen Lithium Battery, which fell over 7% [1] - The electric power sector continued to weaken, with Guodian Power dropping nearly 8% [1]

Market Overview - The A-share market experienced fluctuations, with the Shanghai Composite Index closing up 0.04% at 3965.28 points, marking a nine-day rise, while the Shenzhen Component Index fell 0.49% to 13537.1 points, and the ChiNext Index dropped 0.66% to 3222.61 points. The total trading volume in both markets reached 2.14 trillion yuan, with over 3300 stocks declining [1] Hot Sectors - The commercial aerospace sector continued to show strength, with over ten stocks hitting the daily limit, including Shenjian Co. with eight consecutive limit-ups. The recent announcement from the Shanghai Stock Exchange regarding new listing rules for commercial rockets is expected to drive demand in related industries such as satellite manufacturing and ground equipment [2] - The brain-computer interface sector saw significant gains, with stocks like Haige Communication and Xilinmen hitting the daily limit. This surge followed the opening of the Fifth Frontier Brain Science and Industry Conference, which launched the "Guangdong-Hong Kong-Macao Greater Bay Area Brain Science and Central Nervous System Disease AI Innovation Alliance" [3] - The carbon fiber sector experienced a rally, with stocks like Heshun Technology and Jilin Chemical Fiber hitting the daily limit. This was influenced by Toray's announcement of a price increase for its carbon fiber products, expected to improve market conditions [4] - The robotics sector remained active, with stocks such as Awat New Materials and Buke Co. hitting the daily limit and reaching historical highs. The establishment of a humanoid robot standardization committee is anticipated to drive growth in specialized robotics [5] Institutional Insights - CITIC Securities noted that a year-end market rally has begun, driven by optimistic expectations among institutional investors, improved overseas liquidity, and a series of policy announcements. Key sectors to watch include non-ferrous metals and AI computing power, with commercial aerospace remaining the primary focus [6] - Guosheng Securities suggested that the market is likely to confirm its direction before the holiday, despite ongoing adjustments. They highlighted the potential for a mid-term reversal in various sectors [8] - Huatai Securities indicated that while the overseas environment has improved, the A-share market may still experience volatility in the short term due to a lack of cohesive funding and ongoing policy uncertainties. They recommend focusing on sectors with improving fundamentals, such as batteries and certain chemicals [9]

大业股份（603278）开盘仅约1分钟垂直涨停，连续第4日封板，天奇股份（002009）连续3日涨停，中超控股（002471）4日3板，金风科技（002202）3日2 板，上纬新材、吉林化纤（000420）等逾10股强势涨停或涨超10%。 今日（12月29日）早盘，A股整体小幅上扬，上证指数连续第9日走强，深证成指、科创50、北证50等也微幅飘红，创业板指则微幅飘绿。下跌个股远多于 上涨个股，成交保持平稳。 盘面上，航天设备、风电设备、石油化工、PEEK材料等板块涨幅居前，玻璃玻纤、一般零售、汽车服务、酒店餐饮等板块跌幅居前。 风电行业"反内卷"见成效 风电股早间异动拉升，板块指数再度高开高走，盘中一度涨逾3%，创2个半月以来新高。 自去年10月12家整机企业共同签署《中国风电行业维护市场公平竞争环境自律公约》以来，中国风机中标价格（不含塔筒）再也没有低于1400元/千瓦，这 一大部分风机的成本线。 叠加风电行业高速发展，据国家能源局数据，截至2025年三季度末，全国风电累计并网容量达到5.82亿千瓦，同比增长21.3%，其中陆上风电5.37亿千瓦， 海上风电4461万千瓦。2025年前三季度，全国风电累计发 ...

Market Overview - A-shares experienced a slight rise, with the Shanghai Composite Index strengthening for the ninth consecutive day, while the Shenzhen Component, ChiNext 50, and North Exchange 50 also showed minor gains. The ChiNext Index, however, saw a slight decline. The number of declining stocks significantly outnumbered advancing ones, with trading volume remaining stable [1] Aerospace Industry - Aerospace equipment concept stocks surged, with the sector index rising over 3% at one point, reaching a new historical high. Shenjian Co. (002361) achieved its eighth consecutive daily limit up, while Haige Communication hit the limit within just four minutes of opening. More than ten stocks, including Aerospace Hongtu, Bomin Electronics, and Leike Defense, either hit the limit or rose over 10% [2] - The Shanghai Stock Exchange released guidelines supporting commercial rocket companies to list on the Sci-Tech Innovation Board under the fifth set of listing standards, emphasizing the importance of core technology products in the national commercial aerospace strategy. Companies involved in national projects will receive priority support [4] - According to Wind statistics, at least five rocket companies, including Blue Arrow Aerospace and Zhongke Aerospace, are currently in the IPO process. The Chinese commercial aerospace industry is projected to reach a total financing amount of 18.6 billion yuan by 2025, with a year-on-year growth of 32% [4] Wind Power Industry - Wind power stocks saw significant movement, with the sector index rising over 3%, marking a new high in two and a half months. Major companies like Daye Co. and Tianqi Co. achieved consecutive daily limit ups [7] - Since the signing of the self-discipline convention by 12 turbine manufacturers, the bidding price for wind turbines has not fallen below 1,400 yuan per kilowatt, stabilizing the cost line for many turbines. The wind power sector is experiencing rapid growth, with cumulative installed capacity expected to reach 582 million kilowatts by the end of Q3 2025, a year-on-year increase of 21.3% [9] - The wind power industry chain achieved a total revenue of 289.5 billion yuan in the first three quarters of 2025, reflecting a year-on-year growth of 26.42%, with net profits increasing by 21.9% [9]