二、强势概念板块 根据A股概念涨跌幅与所对应的股票池综合分析，涨幅靠前的三个概念板块分别为：可燃冰、培育钻石与草甘膦。排名前10位的概念板块相关数据见下表： | 概念名称 | 涨跌幅(%) | 涨停成分股占比(%) | 上涨成分股占比(%) | 下跌成分股占比(%) | | --- | --- | --- | --- | --- | | 可燃冰 | 7.38 | 28.57 | 100.0 | 0.0 | | 培育钻石 | 6.16 | 16.67 | 94.44 | 5.56 | | 草甘脾 | 5.56 | 11.11 | 100.0 | 0.0 | | 钛白粉概念 | 5.47 | 20.0 | 100.0 | 0.0 | | 页岩气 | 5.34 | 12.0 | 100.0 | 0.0 | | 磷化工 | 5.18 | 20.69 | 93.1 | 6.9 | | 金属铝 | 4.93 | 13.16 | 97.37 | 2.63 | | 俄乌冲突概念 | 4.89 | 20.55 | 97.26 | 2.74 | | 化肥 | 4.52 | 12.5 | 97.22 | 2.78 | | 金属锌 ...

Market Overview - The stock market saw significant activity with deep South Circuit's strong performance, closing at the daily limit with institutional purchases totaling 96.32 million and a deep stock connection buying 413 million [1][12] - Oil and gas stocks led the market, with Tongyuan Petroleum hitting the daily limit and attracting a total of 154 million from three major institutional investors [1][13] Trading Volume - The total trading volume for the Shanghai Stock Connect was 145.275 billion, while the Shenzhen Stock Connect reached 171.886 billion [2] Top Stocks by Trading Volume - In the Shanghai Stock Connect, the top traded stocks included Zijin Mining at 2.045 billion, followed by Zhaoyi Innovation at 2.035 billion and Kweichow Moutai at 1.766 billion [3] - In the Shenzhen Stock Connect, the leading stocks were CATL at 4.838 billion, followed by Zhongji Xuchuang at 4.631 billion and Tianfu Communication at 3.209 billion [3] Sector Performance - The oil and gas, precious metals, cultivated diamonds, and chemical sectors showed the highest gains, while the film and television, AI applications, and other sectors experienced declines [4] Fund Flow Analysis - The non-ferrous metals sector saw the highest net inflow of funds, while the computer sector experienced the largest net outflow, totaling -12.407 billion [6] - The top stocks with net inflows included Zhongji Xuchuang at 2.218 billion and Huagong Technology at 1.33 billion [7] - Conversely, the stocks with the highest net outflows included Huasheng Tiancai at -1.638 billion and Dazhi Technology at -1.532 billion [8] ETF Trading - The top ETFs by trading volume included A500 ETF Fund at 8.3719 billion, Gold ETF at 8.2416 billion, and A500 ETF Huatai at 7.9285 billion [9] - The ETFs with the highest growth in trading volume compared to the previous trading day included S&P Oil and Gas ETF at 1.5465 billion, showing a 367.86% increase [10] Futures Market - In the futures market, the main contracts for IH, IF, and IC saw both long and short positions decrease, while the IM contract saw an increase in short positions [11]

2月24日，市场冲高回落，创业板指盘中一度涨超2%。沪深两市成交额2.2万亿，较上一个交易日放量2194亿。盘面上，市场热点快速轮动，全市场超4000 只个股上涨，其中109只个股涨停。从板块来看，油气股集体上涨，通源石油、准油股份、山东墨龙、中海油服（核心股）等多股涨停。化工（核心股）板 块爆发，美邦股份4连板，红宝丽、红墙股份、澄星股份、金浦钛业涨停。培育钻石（核心股）概念大涨，四方达20cm涨停，黄河旋风涨停。玻纤概念反复 活跃，国际复材涨超4天2板，续创历史新高。下跌方面，影视院线、AI应用等板块跌幅居前。其中影视院线概念股集体大跌，光线传媒、中国电影等多股 跌停。截至收盘，沪指涨0.87%，深成指涨1.36%，创业板指涨0.99%。 今日全市场（不含ST股、退市股）共92股涨停，连板股总数7只，41股封板未遂，封板率为69%。焦点股方面，并购重组的韩建河山9天5板、豫能控股4连 板，光伏（核心股）板块协鑫集成9天5板，化工（核心股）板块美邦股份4连板，AI应用的风语筑6天4板。 一、板块异动 二、涨跌停温度 三、涨跌家数 1）油气：美国持续增兵中东，美伊关系愈发紧张，原油价格近日有所上涨。 2）化工 ...

Market Overview - The A-share market experienced a strong opening for the Year of the Horse, with the Shanghai Composite Index rising 0.87% to close at 4117.41 points, surpassing the 4100 mark. The Shenzhen Component Index increased by 1.36% to 14291.57 points, and the ChiNext Index rose by 0.99% to 3308.26 points. Over 4000 stocks gained, with a trading volume of 2.22 trillion yuan, an 11% increase from the previous trading day [2][5][7]. Sector Performance - Cyclical sectors led the market rally, with significant gains in oil and petrochemicals (up 5.25%), building materials (up 3.50%), non-ferrous metals (up 3.34%), coal (up 3.14%), and basic chemicals (up 2.85%). Notable stocks included Tongyuan Petroleum and China National Petroleum, which hit the daily limit [5][7]. - AI hardware stocks showed strong performance, with Tianfu Communication rising nearly 13% to a new historical high. The cultivated diamond index surged by 12.05%, indicating a transformative opportunity in the diamond industry for applications in AI chips and new energy vehicles [5][7]. Economic Indicators - The bond market saw a comprehensive rise, with the 30-year main contract closing at 112.96 yuan, up 0.20%. The People's Bank of China conducted a significant reverse repo operation, resulting in a net withdrawal of 926.4 billion yuan, indicating a tightening liquidity environment [7][11]. - The LPR remained unchanged, with the 1-year LPR at 3.0% and the 5-year LPR at 3.5%, reflecting the central bank's focus on targeted measures rather than broad monetary easing [7][11]. Commodity Market - The commodity index rose by 3.05%, led by precious metals, with silver and lithium carbonate increasing by 12.84% and 10.56%, respectively. Crude oil prices also surged, closing at 493.30 yuan per barrel, up 6.18%, driven by geopolitical tensions in the Middle East [7][11]. - The uncertainty surrounding U.S. tariffs has led to a resurgence in precious metal prices, with gold and silver showing strong upward trends [7][11]. Investment Opportunities - The report suggests a balanced allocation in technology and consumer sectors, with a focus on cyclical stocks as the spring market is expected to continue its upward trajectory. Key sectors to watch include photovoltaic technology, commercial aerospace, and non-ferrous metals, which may see new catalysts in the near future [7][11].

Market Overview - The A-share market opened positively on the first trading day of the Lunar New Year, with all three major indices rising, indicating a strong start for the year [1] - The overall market showed a significant upward trend, with over 4,000 stocks rising and more than 100 stocks hitting the daily limit up, reflecting strong bullish sentiment [1] Index Performance - The Shanghai Composite Index closed at 4,117.41 points, up 0.87% - The Shenzhen Component Index closed at 14,291.57 points, up 1.36% - The ChiNext Index closed at 3,308.26 points, up 0.99% [3] Trading Volume - The total trading volume for the Shanghai and Shenzhen markets reached 2.22 trillion yuan, an increase of 219.2 billion yuan compared to the previous trading day, indicating a clear influx of new capital [3] Sector Performance - The oil and gas sector, along with precious metals, led the market gains, driven by geopolitical tensions and rising international commodity prices [4] - Notable stocks in the oil sector included Keli Co., which rose over 20%, and several others hitting the daily limit up [4] - The precious metals sector also performed well, with gold prices rebounding, and stocks like Xiaocheng Technology rising over 15% [4] Consumer Market Signals - The gold retail market is showing signs of price increases, with some products expected to rise by over 33% [5] - Other sectors such as MICC, phosphorus chemicals, and glass fiber also saw significant gains, with multiple stocks hitting the daily limit up [5] Weakness in Film and Entertainment - In contrast to the resource sectors, the film and entertainment sector faced significant declines, with major companies like Light Media and Wanda Film experiencing sharp drops [6] - Analysts noted that while the Spring Festival box office was strong, it did not exceed expectations, leading to profit-taking in the sector [6] Market Trends and Future Outlook - The market is showing a clear preference for sectors with pricing power and defensive attributes, such as oil, non-ferrous metals, and chemicals [7] - The upcoming policy window and the potential for increased infrastructure investment are expected to support market stability and growth [7] - Analysts predict a continued upward trend in the market leading up to the two sessions, with a focus on sectors like robotics, AI applications, and energy [8]

深圳商报·读创客户端记者 李耿光 实习记者 陈姝宁 今日，A股迎来马年"开门红"。截至收盘，沪指涨0.87%，收报4117.41点；深证成指涨1.36%，收报 14291.57点；创业板指涨0.99%，收报3308.27点。沪深京三市成交额达到22184亿元，较上一交易日放 量2193亿元，重回2万亿元成交区间。 个股方面，上涨股票数量超过4000只，逾百股涨停。贵金属与石油石化板块爆发，通源石油20cm涨 停，湖南白银、中油工程、准油股份、中曼石油、中海油服等多只股票涨停。化工板块走强，美邦股份 4连板，红宝丽、红墙股份、澄星股份、金浦钛业涨停。培育钻石概念大涨，四方达20cm涨停，黄河旋 风涨停。玻纤概念反复活跃，国际复材涨超4天2板。下跌方面，影视院线概念股集体大跌，光线传媒、 中国电影等多股跌停。 国内商品期货收盘，主力合约多数上涨。涨幅方面，沪银涨近13%，碳酸锂涨超10%，欧线集运涨近 7%，原油涨超6%，低硫燃油涨近6%，铂涨超5%，钯、丁二烯胶涨超4%，20号胶、橡胶涨近4%，棉 花、苯乙烯、沪金、棉纱、对二甲苯等涨超3%，纯苯、丙烯、PTA涨近3%，燃油、LPG、短纤、聚丙 烯、瓶片等涨超2 ...

从资金流向上来看，当日深地经济板块主力资金净流入15.36亿元，游资资金净流出6.77亿元，散户资金 净流出8.59亿元。深地经济板块个股资金流向见下表： 证券之星消息，2月24日深地经济板块较上一交易日上涨6.38%，通源石油领涨。当日上证指数报收于 4117.41，上涨0.87%。深证成指报收于14291.57，上涨1.36%。深地经济板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

成交金额方面，投资者交易氛围浓厚。截至收盘，沪市成交金额9386.11亿元，深市成交金额12634.5亿元，北交所当日成交金额163.79亿元，沪深北三市合 计成交额约为2.22万亿元。 从单只个股成交金额来看，中际旭创居首，达196.93亿元。交易行情显示，中际旭创2月24日高开2.07%，开盘后公司股价短暂下挫后迅速拉升，盘中一度涨 近8%，截至收盘，公司股价收涨4.33%，报554元/股，总市值约为6156亿元。 位居中际旭创之后的为新易盛，当日成交额为173.26亿元。除上述两股外，当日成交金额破百亿元的还有天孚通信、润泽科技，公司当日成交金额分别为 126.33亿元、105.04亿元。 个股表现方面，赚钱效应明显。截至收盘，A股4006股飘红，其中109股涨停。此外，1392股飘绿，其中21股跌停。 国联民生研报显示，市场默认地缘事件已成为影响全球风险偏好的核心风向标，其对商品价格的脉冲式冲击尤为显著。 分析认为，当前市场担忧美伊冲突，影响霍尔木兹海峡原油供应，推动油价短期冲高。 油服工程板块之外，采掘行业、油气开采、MLCC、贵金属等板块也涨幅居前。影视院线、旅游零售、MLOps概念等板块则跌幅居 ...

马年首个交易日，A股喜迎"开门红"！2月24日，A股三大股指均高开超1%，开盘后保持震荡态势，创业板指一度涨超2%。截至收盘，上证综指、深证成 指、创业板指涨幅有所收窄，其中上证综指收涨0.87%。指数大涨之下，A股交投氛围火爆，沪深北三市当日合计成交额约2.22万亿元，较上一交易日出现 放量。此外，A股超4000只个股上涨，投资者赚钱效应明显。 交易行情显示，2月24日，A股三大股指集体大幅高开，开盘后震荡走高，不过之后三大股指有所回落。截至收盘，上证综指、深证成指、创业板指分别收 涨0.87%、1.36%、0.99%，分别报4117.41点、14291.57点、3308.26点。 盘面上，油气成为马年开年最强板块，当日油服工程板块领涨，板块内掀起涨停潮。其中，通源石油、潜能恒信"20cm"涨停，中油工程、中曼石油、准油 股份等多股涨停。具体来看，通源石油当日高开10.11%，开盘后公司股价迅速拉升，随后封上涨停板，截至收盘，通源石油收于涨停价12.82元/股。 国联民生研报显示，市场默认地缘事件已成为影响全球风险偏好的核心风向标，其对商品价格的脉冲式冲击尤为显著。 分析认为，当前市场担忧美伊冲突，影响霍尔 ...

Market Overview - The market opened high and fluctuated throughout the day, with all three major indices rising. Oil and gas stocks were strong, with multiple stocks like Tongyuan Petroleum and Zhongman Petroleum hitting the daily limit. The precious metals sector also performed well, with stocks like Silver and Sichuan Gold reaching their limits. The glass fiber concept stocks surged, with companies like International Composites and China Jushi hitting the limit. Chemical stocks were active, with Liuguo Chemical and Yuntianhua also reaching their limits. In contrast, the film and television sector saw a collective decline, with companies like Light Media and China Film hitting the limit down. Overall, over 4,000 stocks rose in the Shanghai and Shenzhen markets, with more than 100 stocks hitting the limit up, and today's trading volume reached 2.22 trillion [1]. Oil Service Sector - The oil service sector saw significant gains today, with stocks like Zhun Oil Co., Shandong Molong, and Intercontinental Oil & Gas hitting the daily limit. The WTI crude oil futures for March rose by 1.9%, while Brent crude oil futures for April increased by 1.86% [4][5]. - Domestic oil and gas capital expenditures are expected to gradually recover, supported by ongoing U.S. government policies promoting oil and gas development. The EIA predicts that U.S. natural gas generation capacity is expected to rise in the coming years, with overseas oil service expenditure demand also expected to rebound by 2026 [4]. Glass Fiber Sector - The glass fiber sector experienced another surge today, with stocks like Shandong Glass Fiber, Honghe Technology, International Composites, and China Jushi hitting the daily limit. Industry insiders expect a second round of price increases due to rising costs and supply tightness, with planned monthly price adjustments of 10% to 15%. If implemented as planned, prices could double by the end of the year, following a cumulative increase of over 50% since 2025 [6][7]. Optical Communication Sector - The optical communication sector performed well again today, with fiber-related stocks like Changfei Fiber and Tongding Interconnection hitting the daily limit. CPO stocks such as Tiantong Co. also reached their limits, with Tianfu Communication and Juguang Technology rising over 10%. The catalyst for this surge was a nearly 20% increase in the U.S. stock market for CPO leader Lumentum and an 8.8% rise for fiber leader Corning during the Spring Festival holiday [8][9]. - According to Guosheng Securities, the current price increase in fiber optic cables is driven by the demand from AI data centers and drones, indicating a structural change in demand. The demand for fiber optics has significantly increased due to the higher density required by AIDC and the emerging consumption market for military drones. On the supply side, the concentration of fiber optic production capacity and the long expansion cycle of optical preforms have become hard constraints, leading to continuous price increases [10].