今日共63股涨停，连板股总数17只，20股封板未遂，封板率为76%（不含 ST股、 退市股）。焦点股方 面， 成飞集成、 利君股份双双晋级6连板；前期高位人气股集体回暖， 国芳集团、 襄阳轴承、 乐山电 力、 青岛金王、 中旗新材等个股涨停。 ...

昨日A股 5月13日，市场全天高开低走，三大指数涨跌不一。截至收盘，沪指涨0.17%，深成指跌0.13%，创业板 指跌0.12%。沪深两市全天成交额1.29万亿元，较上个交易日缩量169亿元。 板块方面，港口、光伏设备、环氧丙烷、银行等板块涨幅居前，军工、商业航天、轨交设备、小金属等 | 名称 | 量新点位 | 涨跌幅 | | --- | --- | --- | | 上证指数 | 3374.87 | +5.63(0.17%) | | 深证指数 | 10288.08 | -13.08(-0.13%) | | 创业板指 | 2062.26 | -2.45 (-0.12%) | | | 日期:5月13日 制图:21投资通 | | 板块跌幅居前。 隔夜外盘 纽约股市三大股指5月13日涨跌不一。标普500指数年内转涨。截至当天收盘，道琼斯工业平均指数比前 一交易日下跌269.67点，收于42140.43点，跌幅为0.64%；标准普尔500种股票指数上涨42.36点，收于 5886.55点，涨幅为0.72%；纳斯达克综合指数上涨301.74点，收于19010.08点，涨幅为1.61%。 欧洲三大股指5月13日涨跌不一。截 ...

行业资金流向方面，今日有8个行业主力资金净流入，银行行业主力资金净流入规模居首，该行业今日 上涨1.52%，全天净流入资金7.22亿元，其次是交通运输行业，日涨幅为0.72%，净流入资金为6.03亿 元。 主力资金净流出的行业有23个，国防军工行业主力资金净流出规模居首，今日下跌3.07%，全天净流出 资金86.44亿元，其次是电子行业，今日跌幅为0.64%，净流出资金为61.34亿元，净流出资金较多的还 有计算机、机械设备、汽车等行业。 今日各行业资金流向 | 行业 | 日涨跌幅（%） | 资金流向（亿元） | 行业 | 日涨跌幅（%） | 资金流向（亿元） | | --- | --- | --- | --- | --- | --- | | 银行 | 1.52 | 7.22 | 房地产 | -0.28 | -4.93 | | 交通运输 | 0.72 | 6.03 | 家用电器 | 0.03 | -5.52 | | 美容护理 | 1.18 | 5.04 | 农林牧渔 | 0.07 | -5.90 | | 医药生物 | 0.90 | 2.64 | 食品饮料 | -0.38 | -6.10 | | 煤炭 | 0. ...

近期中美关税政策成为市场的一大关注点。12日，中美日内瓦经贸会谈联合声明发布，双方关税大幅下 降。 多位券商分析师认为，关税降级幅度大超市场预期，经济基本面预期和市场情绪都可能大幅改善，或助 力国内权益市场波动中枢抬升。 中美经贸会谈进展超预期，5月13日A股高开，沪指探出近期这波反弹中的新高3386.23点，最终收于 3374.87点，收涨0.17%。 当日，沪深两市获主力资金流入3808.3亿元，有7个行业获得主力资金净流入，主要为美容护理、医药 生物、基础化工、交通运输、社会服务、纺织服饰、公用事业等行业，而国防军工、计算机、电子、机 械设备、汽车、电力设备等行业遭主力资金卖出较多。这与12日主力资金净流入和净流出的行业有所相 反。类似的情况在近期反复出现。 就A股后市走势来看，上述券商分析师认为，短期A股延续震荡偏强走势，可能突破上行；在中期维度 上，指数级别走势依然依赖于基本面改善。 主力资金净流入7个行业 5月13日，A股市场成交1.326万亿元。其中，电子、机械设备、计算机、电力设备行业成交额超过千亿 元，国防军工、汽车、基础化工、医药生物、通信等行业的成交额在500亿～1000亿元之间。相较而 ...

Core Viewpoint - The main focus of the news is on the net inflow and outflow of funds in various industries and individual stocks, highlighting significant movements in the market today. Industry Summary - Among the 18 industries that saw an increase, the banking sector led with a rise of 1.52%, followed by beauty and personal care at 1.18%, and both pharmaceutical and transportation sectors rising over 0.7% [3] - In contrast, 13 industries experienced declines, with the defense and military industry dropping the most at 3.07%. The computer, machinery, and electronics sectors also fell by over 0.6% [4] - A total of 7 industries had a net inflow of funds, with the beauty and personal care industry leading at a net inflow of 447 million, followed by the pharmaceutical sector with 156 million. Both the basic chemicals and transportation industries also saw inflows exceeding 80 million [4] - Conversely, 24 industries faced net outflows, with the defense and military sector experiencing the largest outflow of over 6.6 billion, followed by the computer and electronics sectors with outflows exceeding 4.4 billion each [4] Company Summary - A total of 28 stocks had a net inflow of over 100 million, with 6 stocks seeing inflows exceeding 250 million [5] - Qingdao Kingking led with a net inflow of 448 million, followed by Tongwei Co. with 341 million. The solar energy sector showed strong performance, with stocks like Daqo New Energy and East Hope rising over 13% [6][7] - Other notable stocks with significant net inflows included Aerospace Electronic (274 million), Guomai Technology (264 million), and Kute Intelligent (261 million) [9] - On the downside, 12 stocks had net outflows exceeding 300 million, with AVIC Chengfei leading at 1.885 billion, followed by Luxshare Precision and Dongfang Fortune among others [10][11] - Additionally, 22 stocks saw net inflows exceeding 50 million at the close, with Qingdao Kingking again leading at 417 million [12]

5月13日，A股市场整体涨跌互现。 截至收盘，上证指数收报3374.87点，上涨0.17%，深证成指收报10288.08点，下跌0.13%，创业板指数收报2062.26 点，下跌0.12%，北证50指数下跌0.94%。A股市场合计成交13261.79亿元，较上一交易日减少148.22亿元。 1.A股市场全天主力资金净流出309.13亿元 今日A股市场主力资金开盘净流出103.11亿元，尾盘净流出1879.87亿元，A股市场全天主力资金净流出309.13亿元。 | | | 沪深两市近五日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | | 尾盘净流入 超大单净买入 | | 2025-5-13 | -309. 13 | -103.11 | -1879. 87 | -170. 36 | | 2025-5-12 | 135. 56 | 26. 58 | -1583. 26 | 112. 58 | | 2025-5-9 | -365.63 | -168. 41 | -1863. 46 | -173. 71 | | 2025 ...

Market Overview - As of May 13, the A-share major indices showed mixed results, with the Shanghai Composite Index rising by 0.17% to 3374 points, while the Shenzhen Component Index and the ChiNext Index fell by 0.13% and 0.12% respectively. Over 3200 stocks in the market declined [1] Sector Performance - Strong sectors included shipping ports, photovoltaic equipment, and gene sequencing, while aerospace and military, large aircraft, metals, 6G, and transportation equipment sectors experienced declines [1] Notable Stocks - *ST Yushun (002289) saw a significant increase of 45.04% due to major asset restructuring plans [2] - Hongqiang Co. (002809) rose by 10.03% driven by product price increases [2] - *ST Lanfeng (002141) and *ST Hekang (002816) also reported gains of 5.11% and 4.99% respectively, attributed to adjustments in repurchase price limits and quarterly profit growth [2][3] Trading Activity - The top three net buying stocks on the daily leaderboard were Electric Investment and Financing (000958) with a net buy of 145 million yuan, Qingdao Jinwang (002094) with 144 million yuan, and Tianjian Technology (002977) with 87.53 million yuan [4] - Conversely, the top three net selling stocks included Zhongchao Holdings (002471) with a net sell of 160 million yuan, Tuosida (300607) with 129 million yuan, and Aopu Optoelectronics (002338) with 115 million yuan [5] Institutional Activity - Tianjian Technology (002977) experienced a net institutional buy of 153 million yuan, while Aopu Optoelectronics (002338) had a net institutional sell of 99 million yuan [6] - The stock of Electric Investment and Financing (000958) had a notable increase of 10.00% with a trading volume of 13.97 billion yuan [4][20] Key Trends - The chemical sector saw significant activity with Hongqiang Co. achieving a 10-day consecutive rise, while military-related stocks like Chengfei Integration (002190) and Lijun Co. (002651) also reported strong performances [3][12] - The market is witnessing a trend of increased foreign sales and overseas market expansion, with companies like Qingdao Jinwang reporting a 41.43% year-on-year growth in overseas revenue [12][11]

今日涨跌幅居前的概念板块 截至5月13日收盘，中韩自贸区概念上涨3.03%，位居概念板块涨幅第1，板块内，10股上涨，连云港、 青岛金王等涨停，华光源海、新华锦、日照港等涨幅居前，分别上涨17.74%、4.93%、3.90%。跌幅居 前的有*ST锦港、青岛双星、春雪食品等，分别下跌4.55%、1.64%、0.53%。 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 中韩自贸区 | 3.03 | 中船系 | -3.40 | | 航运概念 | 2.51 | 国产航母 | -2.37 | | 硅能源 | 2.30 | 军工信息化 | -2.16 | | 环氧丙烷 | 1.95 | 太赫兹 | -2.14 | | 阿尔茨海默概念 | 1.74 | 军民融合 | -1.99 | | HJT电池 | 1.61 | 航空发动机 | -1.85 | | 钙钛矿电池 | 1.58 | 商业航天 | -1.76 | | TOPCON电池 | 1.50 | 卫星导航 | -1.75 | | BC电池 | 1.27 | 大飞机 | -1.74 | | 基因测 ...

具体来看，港口航运板块领涨，国航远洋涨超23%，宁波海运、宁波远洋、连云港等多股涨停。 银行板块全线飘红，重庆银行涨超4%，上海银行、厦门银行、浦发银行涨超3%。 军工股全线调整，奥普光电跌停，通易航天跌超10%，晨曦航空跌超8%，国科军工、中航成飞、中无人机等纷纷下挫。 【资金流向】 盘面上，港口航运板块走强，银行、光伏、化工板块涨幅居前；军工股全线调整，半导体、算力、机器人、AI应用题材走弱。 5月13日，三大股指收盘涨跌不一，沪指报收3374.87点，涨0.17%；深成指报收10288.08点，跌0.13%；创业板指报收2062.26 点，跌0.12%。 盘面上，港口航运板块走强，银行、光伏、化工板块涨幅居前；军工股全线调整，半导体、算力、机器人、AI应用题材走弱。 | 板块名称 | 涨幅号 | 主力金额 | 板块名称 | 涨幅备 | 主力金额 | | --- | --- | --- | --- | --- | --- | | 港口航运 | +3.87% | +6.55 7. | 中船系 | -3.40% | -8.26 Z | | 中韩自贸区 | +3.03% | +6.33 7. | 军工电子 | ...

Market Overview - The market showed slight differentiation today, with funds favoring dividend assets such as banks and ports, leading to a small increase in the Shanghai Composite Index, while the ChiNext Index performed weaker [1] - The total market turnover exceeded 1.2 trillion, with over 3,200 stocks declining [1] Banking Sector Insights - The banking sector has become a key focus in the A-share market, driven by four main reasons: 1. The effectiveness of dividend strategies under a declining risk-free interest rate environment benefits bank stocks 2. Institutional investors are shifting from a focus on scale to a focus on returns 3. Policies are actively guiding insurance capital into the market, increasing demand for bank stock allocations 4. The expansion of the Financial Asset Investment Company (AIC) establishment to qualified national commercial banks [1] Stock Performance - Among individual stocks, 1,941 rose while 3,234 fell, with 71 stocks hitting the daily limit up and 16 hitting the limit down [2] - The Shanghai Composite Index rose by 0.17% to 3,374.87 points, with a turnover of 506.6 billion; the Shenzhen Component Index fell by 0.13% to 10,288.08 points, with a turnover of 782.3 billion; the ChiNext Index decreased by 0.12% to 2,062.26 points [2] Fund Flow - Major funds focused on sectors such as photovoltaic equipment, banks, and cosmetics, with significant net inflows into stocks like Aerospace Electronics, Tongwei Co., and Qingdao Kingking [3] Industry Developments - The photovoltaic silicon material sector saw a significant rise, with rumors of top manufacturers planning to acquire remaining silicon material capacity and proposing production cuts to stabilize prices [5] - Companies like Gaole Co. and Xuantai Pharmaceutical indicated that a reduction or easing of U.S. tariffs would benefit their business operations in the U.S. market [6] Future Market Outlook - Huajin Securities predicts that the unexpected reduction in tariffs could significantly improve economic fundamentals and market sentiment, suggesting a potential upward breakout for A-shares [8] - According to Huafu Securities, the mutual reduction of tariffs between China and the U.S. could catalyze improvements in corporate profitability and market sentiment, with a focus on export-sensitive sectors and technology manufacturing [10]