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市场全天高位震荡,三大指数涨跌不一
Dongguan Securities· 2025-08-21 23:31
证券研究报告 2025 年 8 月 22 日 星期五 【A 股市场大势研判】 市场全天高位震荡,三大指数涨跌不一 市场表现: | 指数名称 | 收盘点位 | 涨跌幅 | 涨跌 | 上证指数分时图 | | --- | --- | --- | --- | --- | | 上证指数 | 3771.10 | 0.13% | 4.89 | | | 深证成指 | 11919.76 | -0.06% | -6.98 | | | 沪深 300 | 4288.07 | 0.39% | 16.67 | | | 创业板 | 2595.47 | -0.47% | -12.19 | | | 科创 50 | 1149.15 | 0.09% | 1.00 | | | 北证 50 | 1589.40 | -1.60% | -25.77 | | 资料来源:东莞证券研究所,iFinD 数据 板块排名: | 申万一级涨幅前五 | | 申万一级跌幅靠前/ | | 热点板块 n | 涨幅前五 | 热点板块跌幅前五 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 涨幅靠后 | | ...
8/21财经夜宵:得知基金净值排名及选基策略,赶紧告知大家
Sou Hu Cai Jing· 2025-08-21 15:49
21日开放式基金净值增长排名前10的基金分别是:汇添富双鑫添利债券D、平安港股通医疗创新精选混合A、平安港股通医疗创新精选混合C、嘉实中证港 股通创新药ETF、万家中证港股通创新药ETF、港股通创新药ETF工银、广发中证香港创新药(QDII-ETF)、景顺长城中证港股通创新药ETF、招商景气优选股 一顿操作猛如虎,目前已有28402只基金更新净值,谁是基金中的王者,谁又垫底,请看数据: 票A、汇添富国证港股通创新药ETF。 【备注:汇添富双鑫添利债券D净值变化比较大,但汇添富双鑫添利债券A/C今天净值变化不大,从公告看,这个基金净值重新估值导致的涨幅,并不是基 金运营实际产生的收益。详见《汇添富双鑫添利债券型证券投资基金D类份额基金产品资料概要》;平安港股通医疗创新精选混合A/C属于新基金,基金成 立日期是06-12,现在当然是没有十大持仓公示,也无法得知持股风格,只知道是创新药方向;嘉实中证港股通创新药ETF也是新基金,基金成立日期是07- 30,情况与上一家很像,这里注意看了,近期不少创新药的新基金发行】 写在文章前的声明:在本文之前的说明:本文中所列的投资信息,只是一个对基金资产净值进行排行的客观描述, ...
调仓博弈,今日市场情绪指数来了
第一财经· 2025-08-21 11:41
Core Viewpoint - The A-share market is experiencing a volatile pattern with mixed performance across the three major indices, indicating a focus on specific hot sectors while overall market breadth is weakening [4][5]. Market Performance - The Shanghai Composite Index opened high and reached a peak of 3787.98 points, marking a three-day consecutive high, with a technical pattern suggesting acceleration [4]. - A total of 2169 stocks rose, but the overall profit-making effect is diminishing, with a decline in the number of advancing stocks compared to decliners [4]. Trading Volume - The total trading volume in both markets reached 1.42 trillion yuan, marking the longest consecutive period of over 2 trillion yuan in nearly a decade, reflecting sustained market enthusiasm and ample liquidity [5]. Fund Flow Dynamics - There is a net outflow of funds from major players while retail investors are net buyers, indicating a shift in investment strategies [6]. - Institutional investors are reallocating funds from high-volatility small-cap stocks to blue-chip stocks, particularly increasing positions in semiconductor and consumer electronics sectors, while reducing holdings in leading consumer stocks like Kweichow Moutai [6]. Investor Sentiment - Retail investors exhibit a mix of enthusiasm for chasing gains and awareness of risks, showing a preference for small-cap stocks that resonates with institutional strategies [6]. - There is a notable concern regarding the performance of high-positioned thematic stocks, particularly in relation to AI application earnings realization [6].
A股延续上攻态势!沪指直指3800再创十年新高
Shang Hai Zheng Quan Bao· 2025-08-21 05:00
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 8月21日早盘,A股市场延续上攻态势,沪指迭创十年新高,接近3800点。截至午间收盘,上证指数报 3779.52点,涨0.35%;深证成指报11980.08点,涨0.45%;创业板指报2613.08点,涨0.21%。全市场半日 成交15912亿元,较上个交易日同期放量562亿元。 盘面上,可燃冰板块直线拉升,新锦动力涨近9%,神开股份涨超7%,我国科研团队在"可燃冰"大规模 利用领域实现重要突破;数字货币概念股活跃,御银股份3连板、中油资本3天2板,新晨科技 (300542)开盘秒速涨停;消费电子板块持续活跃,蓝思科技盘中涨超10%,兆易创新涨停。 | < V | 新晨科技 300542 深股通 ▼ | | ા | | --- | --- | --- | --- | | 26.30 37 | 24.45 最高 | 26.30 最低 | 24.45 | | 19.98% 4.38 换手 10.45% 总手 25.8万 金额 6.73亿 | | | | | 总值 78.52亿 流值 64.80亿 市盈利 -313.42 | | | 更多 | ...
午评:沪指窄幅震荡涨0.35%续创十年新高 跨境支付板块走强
Xin Lang Cai Jing· 2025-08-21 04:09
Market Overview - The three major indices collectively rose, with the Shanghai Composite Index up by 0.35%, the Shenzhen Component Index up by 0.45%, and the ChiNext Index up by 0.21%. However, the North China 50 Index fell by 0.96% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 1.5912 trillion yuan, an increase of 56.2 billion yuan compared to the previous day. Over 2,500 stocks in the market experienced gains [1] Sector Performance - The cross-border payment, oil and gas exploration and services, and combustible ice sectors showed strong performance, while the PCB concept and liquid cooling server sectors experienced adjustments [2] - The cross-border payment sector was particularly strong, with companies such as Sanwei Xinan and New Morning Technology hitting the daily limit, along with Zhongyou Capital and Tianrongxin also reaching the daily limit [2] - The oil and gas exploration and services sector saw gains, with Huaiyou Co. hitting the daily limit [2] - The combustible ice sector performed well, with companies like Xinjing Power and Shenkai Co. rising over 8% [2] - Conversely, the PCB concept weakened, with Chongda Technology nearing the daily limit down [2] - The liquid cooling server sector also declined, with companies like Tenglong Co. and Jintian Co. hitting the daily limit down [2]
市场全天震荡走高,沪指六连阳再创今年以来新高
Dongguan Securities· 2025-08-11 23:30
Market Overview - The A-share market experienced a collective rise, with the ChiNext Index leading the gains, and both the Shanghai Composite Index and Shenzhen Component Index reaching new highs for the year [2][5] - The Shanghai Composite Index closed at 3647.55, up 0.34%, while the Shenzhen Component Index rose by 1.46% to 11291.43 [2] - The total trading volume in the Shanghai and Shenzhen markets was 1.83 trillion, an increase of 116.7 billion compared to the previous trading day, marking the 18th consecutive trading day above 1.5 trillion [5] Sector Performance - The top-performing sectors included Power Equipment (up 2.04%), Communication (up 1.95%), and Computer (up 1.94%), while the banking sector saw a decline of 1.01% [2][3] - Notable concept stocks included PEEK materials and MicroLED, which saw significant gains, while gold concepts and certain metal sectors experienced declines [3] Technical Analysis - The Shanghai Composite Index successfully broke through the previous resistance level of 3650.50, indicating a strong short-term market condition [5] - The 5-day and 10-day moving averages formed a golden cross, suggesting bullish momentum, while the Shenzhen Component Index has entered an upward channel [5] Future Outlook - The market is expected to continue its upward trend, supported by positive domestic factors and increasing wealth effects, which may attract both domestic and foreign investments [5] - Key sectors to focus on include TMT (Technology, Media, and Telecommunications), public utilities, pharmaceuticals, and finance, as structural opportunities may arise [5]
A股市场大势研判:市场全天震荡调整,三大指数小幅收跌
Dongguan Securities· 2025-08-04 03:24
Market Overview - The A-share market experienced a day of fluctuation with all three major indices closing slightly lower, specifically the Shanghai Composite Index down by 0.37%, the Shenzhen Component down by 0.17%, and the ChiNext Index down by 0.24% [1][3][5] - The total trading volume in the Shanghai and Shenzhen markets was 1.60 trillion yuan, a decrease of 337.7 billion yuan compared to the previous trading day [5] Sector Performance - The top-performing sectors included Environmental Protection (up 0.88%), Media (up 0.82%), Light Industry Manufacturing (up 0.65%), Computer (up 0.60%), and Electric Power Equipment (up 0.54%) [2][3] - Conversely, the worst-performing sectors were Oil and Petrochemicals (down 1.79%), National Defense and Military Industry (down 1.47%), Steel (down 1.26%), Communication (down 1.06%), and Comprehensive (down 0.96%) [2][3] Concept Index Performance - The leading concept indices included Animal Vaccines (up 2.22%), DRG/DIP (up 1.87%), BC Battery (up 1.71%), Avian Influenza (up 1.62%), and ERP Concepts (up 1.61%) [2][3] - The lagging concept indices were related to the China Shipbuilding Industry (down 2.54%), Domestic Aircraft Carriers (down 1.45%), Civil Explosives (down 1.19%), Combustible Ice (down 1.14%), and National Fund Holdings (down 0.86%) [2][3] Future Outlook - The report indicates that despite the short-term technical adjustments in the market, the core logic supporting the A-share market remains unchanged, with recommendations to focus on sectors such as Machinery Equipment, Consumer Goods, TMT (Technology, Media, and Telecommunications), and Large Financials [5]
7/30财经夜宵:得知基金净值排名及选基策略,赶紧告知大家
Sou Hu Cai Jing· 2025-07-30 16:00
Core Viewpoint - The article provides a ranking of open-end funds based on their net asset value growth as of July 30, 2025, highlighting the top and bottom performers in the market [2][4][6]. Fund Performance Summary - The top 10 funds with the highest net value growth include: 1. Tongtai Huili Mixed C (1.1489) 2. Tongtai Huili Mixed A (1.1748) 3. Tianhong New Vitality Mixed Initiation A (1.8416) 4. Tianhong New Vitality Mixed Initiation C (1.8278) 5. Shenwan Lixin Consumption Growth Mixed A (1.4380) 6. Shenwan Saixin Consumption Growth Mixed C (1.3440) 7. Harvest Cultural and Entertainment Stock A (1.9870) 8. Harvest Cultural and Entertainment Stock C (1.9050) 9. Guotai Zhongzheng Steel ETF (1.4591) 10. Huaxia Zhongzheng Petrochemical Industry ETF (0.7368) [2][6]. - The bottom 10 funds with the lowest net value growth include: 1. Huitianfu Zhongzheng Hong Kong Stock Connect Automotive Industry Theme (1.0073) 2. Hong Kong Automotive ETF Fund (1.0437) 3. GF Zhongzheng Hong Kong Stock Connect Automotive ETF (1.2142) 4. Huaxia Zhongzheng Hong Kong Stock Connect Automotive Industry Theme ETF (1.2598) 5. Southern Zhongzheng Hong Kong Stock Connect Automotive Industry Theme Index Initiation A (1.1851) 6. Southern Zhongzheng Hong Kong Stock Connect Automotive Industry Theme Index Initiation C (1.1852) 7. GF Zhongzheng Hong Kong Stock Connect Automotive ETF Initiation Link C (1.0387) 8. GF Zhongzheng Hong Kong Stock Connect Automotive ETF Initiation Link A (1.0390) 9. Huaxia Zhongzheng Hong Kong Stock Connect Automotive Industry Theme ETF Initiation Link C (1.0099) 10. Huaxia Zhongzheng Hong Kong Stock Connect Automotive Industry Theme ETF Initiation Link A (1.0100) [4][6]. Market Analysis - The Shanghai Composite Index showed volatility with a high trading volume of 1.87 trillion, indicating a mixed performance in the market with 1,713 stocks rising and 3,559 falling [6]. - Leading sectors included tourism, oil, media and entertainment, home goods, steel, insurance, and chemical fiber, while multi-financial and electrical equipment sectors lagged [6].
7月30日沪深两市强势个股与概念板块
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-30 10:56
Strong Stocks - As of July 30, the Shanghai Composite Index rose by 0.17% to 3615.72 points, while the Shenzhen Component Index fell by 0.77% to 11203.03 points, and the ChiNext Index decreased by 1.62% to 2367.68 points [1] - A total of 55 stocks in the A-share market hit the daily limit up, with the top three strong stocks being: Southern Road Machinery (603280), Hanjian Heshan (603616), and Happiness Blue Sea (300528) [1] - Southern Road Machinery had 8 consecutive trading days with 7 limit ups, a turnover rate of 47.59%, and a transaction amount of 636 million yuan [1] - Hanjian Heshan also recorded 8 consecutive trading days with 6 limit ups, a turnover rate of 33.54%, and a transaction amount of 881 million yuan [1] - Happiness Blue Sea achieved 5 consecutive trading days with 4 limit ups, a turnover rate of 16.81%, and a transaction amount of 1.525 billion yuan [1] Strong Concept Sectors - The top three concept sectors with the highest increase in A-shares were: Combustible Ice, Artemisinin, and Dairy Industry [2] - The Combustible Ice sector rose by 3.07%, with 90.91% of its constituent stocks increasing in value [2] - The Artemisinin sector increased by 2.33%, with 80.0% of its constituent stocks showing an upward trend [2] - The Dairy Industry sector saw a rise of 1.84%, with 84.85% of its constituent stocks also increasing [2] - Other notable sectors included Community Group Buying and Duty-Free Shops, which rose by 1.27% and 1.22% respectively [2]
2.25亿主力资金净流入,社区团购概念涨1.27%
Zheng Quan Shi Bao Wang· 2025-07-30 08:49
Core Viewpoint - The community group buying sector has shown a positive performance with a 1.27% increase, ranking fifth among concept sectors, indicating a growing interest and investment in this area [1]. Market Performance - As of July 30, the community group buying concept saw 43 stocks rise, with Huaci Co., Ltd. hitting the daily limit, and other notable gainers including Huangshanghuang (5.39%), Guolian Aquatic Products (4.74%), and Western Animal Husbandry (4.51%) [1]. - The sector experienced a net inflow of 225 million yuan from main funds, with 26 stocks receiving net inflows, and 10 stocks exceeding 10 million yuan in net inflow [1]. Fund Flow Analysis - The leading stocks in terms of net fund inflow ratio included Huaci Co., Ltd. (28.13%), Yonghui Supermarket (15.33%), and Yinzuo Co., Ltd. (12.84%) [2]. - Yonghui Supermarket led the net inflow with 191.11 million yuan, followed by Guolian Aquatic Products (36.63 million yuan), Ruoyuchen (26.41 million yuan), and Zhongbai Group (23.32 million yuan) [2][3]. Stock Performance - The top performers in the community group buying sector included Huaci Co., Ltd. (9.98%), Yonghui Supermarket (1.67%), and Guolian Aquatic Products (4.74%) [2][3]. - Conversely, stocks such as Honghui Fruits and Vegetables (-1.36%), Huamei Holdings (-1.24%), and Shuijingfang (-0.73%) experienced declines [4].