北京商报讯（记者 马换换 李佳雪）1月9日，A股三大股指开盘涨跌不一，开盘后集体震荡走高。其 中，上证综指站稳4100点，续创逾10年新高。截至收盘，上证综指、深证成指、创业板指分别收涨 0.92%、1.15%、0.77%，分别报4120.43点、14120.15点、3327.81点。 盘面上，Kimi概念、Sora概念、DRG/DIP等板块涨幅居前，保险、航空机场、低碳冶金等板块跌幅居 前。 个股方面，A股3920股飘红，其中109股涨停。此外，1349股飘绿，其中仅1股跌停。 成交金额方面，沪市成交金额12892.06亿元，深市成交金额18335.61亿元，两市合计成交金额约3.12万 亿元，突破3万亿元。 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300290 | 荣科科技 | -20.00 | 14.67 | -70710.99 | | 603716 | 塞力医疗 | -2.53 | 34.28 | -18369.85 | | 300253 | 卫宁健康 | -1.53 | 4.08 | -7777.95 | | 300244 | 迪安诊断 | -2.45 | 4.83 | -5598.40 | | 300579 | 数字认证 | -2.94 | 3.67 | -4633.70 | | 603990 | 麦迪科技 | -1.31 | 5.63 | -3770.37 | | 002065 | 东华软件 | -0.21 | 2.35 | -2658.47 | | 301117 | 佳缘科技 | -3.78 | 14.71 | -1683.15 | | 002368 | 太极股份 | -2.11 | 1.98 | -1167.95 | | 600756 | 浪潮软件 | -0.75 | 7.46 ...

[Table_Title] 万联晨会 [Table_MeetReportDate] 2025 年 12 月 30 日 星期二 市 场 研 究 [Table_Summary] 概览 核心观点 【市场回顾】 周一 A 股三大指数涨跌不一，截止收盘，沪指收涨 0.04%，深成指收 跌 0.49%，创业板指收跌 0.66%。沪深两市成交额 21392.07 亿元。申 万行业方面，石油石化、国防军工、银行领涨，有色金属、公用事业、 电力设备领跌；概念板块方面，PEEK 材料、碳纤维、兵装重组概念领 涨，乳业、盐湖堤锂、DRG/DIP 领跌。港股方面，恒生指数收跌 0.71%， 恒生科技指数收跌 0.3%；海外方面，美国三大指数集体收跌，道指收 跌 0.51%，标普 500 收跌 0.35%，纳指收跌 0.5%。 【重要新闻】 【我国明年将调整部分商品关税税率税目】国务院关税税则委员会12 月 29 日对外发布《2026 年关税调整方案》，将自 2026 年 1 月 1 日起 实施。根据方案，为增强国内国际两个市场两种资源的联动效应，扩 大优质商品供给，明年我国将对 935 项商品实施低于最惠国税率的进 口暂定税率。优化 ...

Group 1 - The PVDF concept sector experienced a decline of 1.68%, ranking among the top losers in the concept sector, with companies like Duofuduo, Shenzhen Xinxing, and Putailai showing significant declines [1] - Among the PVDF concept stocks, three companies saw price increases, with Jinming Precision Machinery rising by 0.63%, Zhejiang Zhongcheng by 0.18%, and ST Lianchuang by 0.17% [1] - The main capital outflow from the PVDF concept sector today was 1.457 billion yuan, with 17 stocks experiencing net outflows, and six stocks seeing outflows exceeding 10 million yuan [2] Group 2 - Duofuduo had the highest net capital outflow of 1.114 billion yuan, followed by Juhua Co., Shenzhen Xinxing, and Dongyangguang with net outflows of 148 million yuan, 62.397 million yuan, and 40.527 million yuan respectively [2] - The top stocks in terms of capital outflow within the PVDF concept included Duofuduo (-8.06%), Shenzhen Xinxing (-7.66%), and Putailai (-3.17%) [3] - The trading volume for Duofuduo was 20.47%, indicating significant trading activity despite the price drop [3]

Market Performance - The DRG/DIP concept declined by 2.53%, ranking among the top declines in the concept sector, with companies like Jiayuan Technology, Jiahe Meikang, and Rongke Technology experiencing significant drops [1] - The top-performing concept sectors included photolithography machines (+2.11%), fluorochemical concepts (+1.80%), and photolithography resins (+1.61%), while the worst performers included the DRG/DIP sector and others like Terahertz and military informationization [1] Capital Flow - The DRG/DIP concept saw a net outflow of 493 million yuan, with 19 stocks experiencing net outflows, and 11 stocks seeing outflows exceeding 10 million yuan [1] - Jiayuan Technology led the outflow with a net outflow of 172 million yuan, followed by Rongke Technology (77.87 million yuan), Donghua Software (63.64 million yuan), and Weining Health (36.92 million yuan) [1] - Conversely, the stocks with the highest net inflows included Daan Diagnosis (19.21 million yuan), Huayu Software (5.63 million yuan), and Huaping Co. (3.51 million yuan) [1] Stock Performance - Jiayuan Technology experienced the largest decline at -8.82% with a turnover rate of 24.13% and a net outflow of 171.71 million yuan [2] - Other notable declines included Rongke Technology (-4.85%), Donghua Software (-1.94%), and Weining Health (-1.68%) [2] - Stocks with positive performance included Huaping Co. (-2.75%) and Huayu Software (-0.42%), both showing net inflows [2]

Market Performance - The three major indices experienced slight increases, with the Shanghai Composite Index rising by 0.34%, the Shenzhen Component Index by 0.65%, and the ChiNext Index by 0.78% [1] - Over 3,300 stocks in the two markets saw gains, with a total trading volume of 1.24 trillion yuan [1] Industry Highlights - The lithium battery supply chain is rapidly strengthening, with stocks such as Tianji Co. and Tianci Materials hitting the daily limit [3] - The tungsten sector showed active performance, with Xianglu Tungsten and Zhangyuan Tungsten both reaching the daily limit [3] - The semiconductor equipment sector continued its strong performance, with Shenghui Integration achieving a historical high after two consecutive trading days of gains [3] Other Notable Developments - The commercial aerospace sector experienced a pullback, with Aerospace Machinery falling to the daily limit [3] - The film and cinema sector is undergoing a continued decline, with multiple stocks, including Bona Film Group, experiencing two consecutive days of losses [3] - Various industry sectors such as satellite internet, space station concepts, DRG/DIP, and Beidou navigation all followed suit with declines exceeding 2% [3] News Announcements - DingTalk launched over 20 AI products, including enterprise-level AI hardware DingTalk Real [3] - The U.S. State Department approved a potential foreign military sale to the Spanish government, providing F-404 engine fans valued at $200 million [3] - The Long March 12A reusable launch vehicle, developed by the China Aerospace Science and Technology Corporation's Eighth Academy, is scheduled for its maiden flight today [3]

市 场 研 究 [Table_Title] 万联晨会 [Table_MeetReportDate] 2025 年 12 月 19 日 星期五 [Table_Summary] 概览 核心观点 【市场回顾】 周四 A 股三大指数涨跌不一，截止收盘，沪指收涨 0.16%，深成指收 跌 1.29%，创业板指收跌 2.17%。沪深两市成交额 16552.74 亿元。申 万行业方面，银行、煤炭、石油石化领涨，电力设备、通信、电子领 跌；概念板块方面，DRG/DIP、家庭医生、太赫兹概念涨幅居前，海 南自贸区、同花顺果指数、赛马概念跌幅居前。港股方面，恒生指数 收涨 0.12%，恒生科技指数收跌 0.73%；海外方面，美国三大指数集 体收涨，道指收涨 0.14%，标普 500 收涨 0.79%，纳指收涨 1.38%。 【重要新闻】 【中国对外开放迎来具有里程碑意义的标志性举措】海南自由贸易港 全岛封关运作 12 月 18 日正式启动，"零关税"商品范围扩大到 6600 多个税目。对消费者而言，首先，到海南出差、旅游、生活如常，不 需要任何额外证件。其次，对于文旅消费"买买买"，将有更好的体验。 有媒体实探三亚海旅免税城发现 ...

Core Viewpoint - The Chengfei concept stock increased by 1.59%, ranking 8th among concept sectors, with 28 stocks rising and notable gains from Beimo Gaoke, Guanglian Aviation, and Zhonghang Heavy Industry [1][5]. Market Performance - The Chengfei concept sector saw a net inflow of 348 million yuan, with 22 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan in net inflow [2][6]. - The top net inflow stock was Zhonghang Heavy Industry, with a net inflow of 423 million yuan, followed by Huali Chuangtong and Beimo Gaoke [2][6]. Stock Performance - Notable gainers included Beimo Gaoke (10.01%), Guanglian Aviation (8.50%), and Zhonghang Heavy Industry (6.68%) [3][8]. - The stocks with the highest net inflow ratios were Beimo Gaoke (21.95%), *ST Zhisheng (17.45%), and Zhonghang Heavy Industry (16.56%) [3][7]. Decliners - The stocks with the largest declines included Shenling Environment (-3.96%), Aerospace Morning Light (-3.48%), and Guolan Testing (-2.31%) [1][5].

Core Viewpoint - The DRG/DIP concept sector experienced a significant increase of 3.87%, leading the market in terms of growth, with notable performances from stocks such as Jiahe Meikang and Saily Medical, which reached their daily limit up [1][2]. Group 1: Market Performance - The DRG/DIP concept sector had 19 stocks rising, with Jiahe Meikang hitting a 20% limit up, followed by Saily Medical at limit up, and other notable gainers including Weining Health, Dian Diagnostics, and Sichuang Medical, which rose by 11.11%, 8.65%, and 5.77% respectively [1]. - The sector saw a net inflow of 737 million yuan from main funds, with 17 stocks receiving net inflows, and 11 stocks exceeding 10 million yuan in net inflow [2]. - The top net inflow stock was Weining Health, attracting 347 million yuan, followed by Saily Medical, Rongke Technology, and Jiayuan Technology with net inflows of 166 million yuan, 83.78 million yuan, and 44.88 million yuan respectively [2]. Group 2: Fund Flow Ratios - Saily Medical, Digital Certification, and Weining Health had the highest net inflow ratios, with rates of 29.65%, 13.45%, and 12.89% respectively [3]. - The top stocks in the DRG/DIP concept based on net inflow include Weining Health with a daily increase of 11.11% and a turnover rate of 15.28%, and Saily Medical with a 9.99% increase and a turnover rate of 12.43% [3][4]. - Other notable stocks include Rongke Technology, Jiayuan Technology, and Jiahe Meikang, which also showed positive performance with increases of 0.90%, 3.27%, and 20.01% respectively [4].

Group 1 - The family doctor concept sector rose by 3.86%, ranking second among concept sectors, with 22 stocks increasing, including a 20% limit up for Shuyupingmin and a limit up for Meinian Health [1] - The top gainers in the family doctor sector included Haixia Innovation, Weining Health, and Sichuang Medical, with increases of 16.39%, 11.11%, and 5.77% respectively [1] - The sector saw a net inflow of 1.544 billion yuan from main funds, with 18 stocks receiving net inflows, and five stocks exceeding 50 million yuan in net inflow [2] Group 2 - The leading stocks in terms of net inflow ratio were Haixia Innovation, Meinian Health, and Weining Health, with net inflow ratios of 14.36%, 13.05%, and 12.89% respectively [3] - The top three stocks by main fund inflow were Haixia Innovation with 489 million yuan, Meinian Health with 415 million yuan, and Weining Health with 347 million yuan [3][4] - The family doctor concept sector had a total of 15 stocks with significant net inflows, indicating strong investor interest [2][3]