2025.12.16 沪指低开0.17%，深成指低开0.21%，创业板指低开0.23%。 本文字数：600，阅读时长大约1分钟 作者 |一财阿驴 09:29国债期货开盘，30年期主力合约跌0.07%，10年期主力合约涨0.02%，5年期主力合约涨0.06%，2 年期主力合约涨0.01%。 09:27智能驾驶概念开盘活跃，北汽蓝谷、浙江世宝竞价涨停，万集科技涨超15%，索菱股份、经纬恒 润等纷纷高开。 09:25 A股开盘丨三大指数集体低开 没错，你们催了八百遍的「实体周边」 它！终！于！来！了！ 你不是一个人在奋斗，阿驴都懂。 | 代码 | | 内日图 | 现价 | 涨跌 | 版妖幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 山指纹 | | 3861.51 | 6.41 | -0.17% | | 399001 | 深证成指 | | 13084.88 | -27.21 | -0.21% | | 399006 | 创业板指 | | 3130.43 | -7.37 | -0.23% | 盘面上，电商、光刻机、核聚变、超导、CPO、存储器概念股纷纷回调，智能 ...

Market Overview - The A-share market opened lower with the Shanghai Composite Index down 0.17%, the Shenzhen Component down 0.21%, and the ChiNext Index down 0.23% [4][5] - The Hang Seng Index also opened lower, down 0.32%, while the Hang Seng Tech Index fell by 0.56% [9][10] Sector Performance - The smart driving sector showed strong activity with stocks like Beiqi Blue Valley and Zhejiang Shibao hitting the daily limit, and Wanji Technology rising over 15% [3][6] - Other sectors such as e-commerce, lithography machines, nuclear fusion, superconductors, CPO, and memory chips experienced a pullback [6] Notable Stocks - Aerospace Electronics opened over 4% higher after announcing a plan to invest 727 million yuan to gain control of its subsidiary, Aerospace Rocket Company [7][8] Monetary Policy - The central bank conducted a 135.3 billion yuan reverse repurchase operation with a rate of 1.40%, while 117.3 billion yuan of reverse repos matured today [8]

09:29国债期货开盘，30年期主力合约跌0.07%，10年期主力合约涨0.02%，5年期主力合约涨0.06%，2 年期主力合约涨0.01%。 09:27智能驾驶概念开盘活跃，北汽蓝谷、浙江世宝竞价涨停，万集科技涨超15%，索菱股份、经纬恒 润等纷纷高开。 09:25 A股开盘丨三大指数集体低开 沪指低开0.17%，深成指低开0.21%，创业板指低开0.23%。 | HCRT | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 3861.51 | -6.41 | -0.17% | | 399001 | 深证成指 | NAJA | 13084.88 | -27.21 | -0.21% | | 399006 | 创业板指 | Nam | 3130.43 | -7.37 | -0.23% | 个股方面，航天电子高开超4%，公司公告，拟7.27亿元增资控股子公司航天火箭公司。 | 16.51 +0.69 +4.36% | | | | 航天电子 1 立即 600879 交易 | | --- | -- ...

2025.12. 15 本文字数：885，阅读时长大约1分钟 作者 | 一财阿驴 12月15日，A股市场全天震荡调整，截至收盘，沪指跌0.55%，深成指跌1.1%，创业板指跌1.77%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | the control control and the control of the control of the controlled | 3867.92c | -21.42 | -0.55% | | 399001 | 深证成指 | Mary | 13112.09c | -146.24 | -1.10% | | 399006 | 创业板指 | WN | 3137.80c | -56.56 | -1.77% | 盘面上，算力硬件产业链下挫，CPO、存储器方向领跌；摩尔线程、超硬材料、半导体、AI穿戴、创新药概念股跌幅居前。大消费走强，零售、食品方 向活跃；保险、军工表现强势。 具体来看，大消费板块逆势爆发，阳光乳业、东百集团、全新好、皇氏集团等十余 ...

Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 1.77 trillion yuan, a decrease of 318.8 billion yuan compared to the previous trading day, with over 2900 stocks declining [1][6] - The Shanghai Composite Index fell by 0.55% to 3867.92 points, the Shenzhen Component Index dropped by 1.1% to 13112.09 points, and the ChiNext Index decreased by 1.77% to 3137.80 points [2] Sector Performance - The computing hardware industry chain experienced significant declines, particularly in CPO and memory sectors, with stocks related to Moore Threads, superhard materials, semiconductors, AI wearables, and innovative pharmaceuticals leading the losses [2] - Conversely, the consumer sector showed strength, with retail and food sectors being active, and several stocks such as Sunshine Dairy, Dongbai Group, and Huangshi Group hitting the daily limit [2] Notable Stocks - The following stocks saw significant gains: - Hongqi Chain (+10.07% to 6.23 yuan) - Quanjin Hao (+10.05% to 11.61 yuan) - Baida Group (+10.02% to 13.07 yuan) - Zhejiang Dongri (+10.01% to 63.76 yuan) - Dongbai Group (+10.00% to 16.39 yuan) [3] Insurance Sector - The insurance sector performed strongly, with China Ping An rising nearly 5%, reaching a four-year high, while other companies like New China Life, China Pacific Insurance, and China Life also saw gains [4][5] Capital Flow - Main capital inflows were observed in aerospace, retail, and insurance sectors, while there were net outflows from electronics, semiconductors, and media sectors [9] - Specific stocks with net inflows included: - Reco Defense (+14.08 billion yuan) - Aerospace Electronics (+10.50 billion yuan) - Sanwei Communication (+7.07 billion yuan) [10] - Stocks facing net outflows included: - Changying Precision (-14.70 billion yuan) - Luxshare Precision (-13.05 billion yuan) - Zhongke Shuguang (-10.19 billion yuan) [11] Institutional Insights - Galaxy Securities suggests that the market's structural fluctuations may continue as the year-end approaches, with a focus on next year's policy dividends and economic trends [12] - Industrial Securities emphasizes that technological innovation and new development momentum will be key for high-quality domestic transformation amid global competition, with a favorable risk appetite expected to boost tech growth [12] - Huaxin Securities notes that the correlation between A-share performance and fundamentals will increase by 2026, highlighting the importance of price recovery and profit restoration [13]

Market Performance - The indices accelerated their decline in the afternoon, with the Shenzhen Component Index falling over 1% and the ChiNext Index dropping nearly 2% [1] - The Shanghai Composite Index closed at 3867.92 points, down 0.55%; the Shenzhen Component Index closed at 13112.09 points, down 1.10%; and the ChiNext Index closed at 3137.80 points, down 1.77% [1] Sector Performance - Consumer stocks rebounded against the trend, with dairy, liquor, and retail sectors leading the market [1] - Notable gainers included Huangtai Liquor, Huanlejia, and Huangshi Group, which all hit the daily limit [1] - The precious metals sector saw a recovery, with Chifeng Jilong Gold Mining leading the gains [1] - The insurance sector remained strong, with China Ping An rising over 5% [1] - Conversely, computing hardware stocks collectively declined, with the CPO sector leading the losses, and companies like Tengjing Technology and Shijia Photon dropping over 10% [1] - The semiconductor sector also fell, with Chipone Technology dropping over 10% [1] Overall Market Sentiment - Overall, there were more decliners than gainers in the two markets, with over 2900 stocks declining [1] - The beverage manufacturing, dairy, and insurance sectors showed the highest gains, while AI mobile, optical fiber concepts, and CPO sectors experienced the largest declines [1]

格隆汇12月15日｜深证成指午后跌幅扩大至1%，创业板指现跌1.71%，CPO、影视院线等板块跌幅居 前。 ...

Group 1 - The retail sector experienced a significant surge, with Baida Group hitting the daily limit, and other companies like Maoye Commercial, Dongbai Group, and Yonghui Supermarket also seeing notable increases [2] - The A-share market opened lower, with the Shanghai Composite Index down 0.62%, the Shenzhen Component Index down 0.81%, and the ChiNext Index down 1.16% [5][6] - The coal futures contract saw a daily increase of 4.00%, currently priced at 1070.50 CNY per ton [4] Group 2 - The storage chip sector opened lower, with companies like Shannon Chip and Jiangbolong dropping over 8% and 6% respectively [3] - The Hong Kong stock market opened lower, with the Hang Seng Index down 1% and the Hang Seng Tech Index down 1.34%, affected by declines in major companies like JD Health and Baidu [10][11] - The controlled nuclear fusion sector saw multiple stocks open high, with companies like Xue Ren Group and Hualing Cable reaching their daily limit [4]

Core Viewpoint - The retail sector has shown significant upward movement, with several companies experiencing notable stock price increases, indicating a positive trend in the market [3]. Retail Sector - The retail sector saw a sharp rise, with companies like Baida Group hitting the daily limit, and others such as Maoye Commercial, Dongbai Group, and Yonghui Supermarket also experiencing gains [3]. - The retail index recorded a 1.20% increase, reflecting overall positive sentiment in the sector [4]. Storage Chip Sector - The storage chip sector opened lower, with companies like Shannon Chip and Jiangbolong seeing declines of over 8% and 6% respectively, indicating potential challenges in this segment [5]. Coal and Nuclear Fusion Sectors - The main contract for coking coal surged by 4.00%, reaching 1070.50 CNY per ton, suggesting strong demand or supply constraints in the coal market [6]. - The nuclear fusion sector saw multiple stocks open high, with companies like Snowman Group and Huazhong Cable approaching their daily limits, indicating investor interest and optimism in this emerging technology [6]. Hong Kong Market - The Hong Kong stock market opened lower, with the Hang Seng Index down by 1% and the Hang Seng Tech Index down by 1.34%, reflecting broader market challenges [12]. - Notable declines were observed in major companies such as JD Health and Baidu, which fell by over 5% and 3% respectively, indicating a bearish sentiment in the tech sector [12].

| 零售 分时 最新: 2157.181 | | --- | | 2154 | | 2150 | | 2147 | | 2143 | | 2140 | | 2136 | | 2132 | | 2129 | | 2125 | | 2121 | | 2117 | | 2114 | | 2110 | | 2106 里: 521112 J 8994 128994 | | 87071 | | 43535 | | X10 | 盘面上，摩尔线程、CPO、存储器、锂矿、算力、消费电子、半导体概念跌幅靠前。 09:34 零售板块直线拉升，百大集团涨停，茂业商业、东百集团、赫美集团、爱婴室、永辉超市等纷纷走高。 09:30 存储芯片板块多股低开，香农芯创跌超8%，江波龙跌超6%，迈为股份、德明利等跟跌。 | | 761.00 -53.88 -6.61% | | | 警不线程-U① 立即 | | | | --- | --- | --- | --- | --- | --- | --- | | | | | | 688795 交易 | | | | | SSE CNY 9:25:02 交易中 查看L2全景 | | | 疑似减持受限 成 融 ...