Group 1 - Hainan sector shows active trading with companies like Jingliang Holdings and Hainan Haiyao experiencing significant price increases [1] - Zhongshui Fisheries hits a limit up, marking its seventh consecutive trading day of gains [1] Group 2 - Solid-state battery concept stocks are active, with GAC Group hitting a limit up and companies like Funeng Technology and Liyuanheng also seeing gains [2] - The first large-capacity solid-state battery production line has been established by GAC Group, which is now in small-batch testing production [2] Group 3 - Lithium mining stocks continue to adjust, with companies like Guocheng Mining and Dazhong Mining hitting their daily limit down [3] - Other lithium-related companies such as Jinyuan Co. and Rongjie Co. also experience significant declines [3] Group 4 - A-shares open higher, with the Shanghai Composite Index up 0.36%, the Shenzhen Component Index up 0.53%, and the ChiNext Index up 0.90% [4] Group 5 - The Hong Kong stock market opens higher, with the Hang Seng Index up 0.92% and the Hang Seng Tech Index up 1.13%, driven by rebounds in tech and new energy vehicle stocks [6] Group 6 - The central bank conducts a 338.7 billion yuan reverse repurchase operation with a rate of 1.40%, while 283 billion yuan of reverse repos are set to mature today [7]

沪深两市成交额1.97万亿，较上一个交易日放量2575亿。 11月21日，A股三大指数集体下挫，个股呈现普跌态势。截至收盘，沪指跌2.45%，深成指跌3.41%，创业板指跌4.02%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 1 Wm | 3834.89 | -96.16 | -2.45% | | 399001 | 深证成指 | WW | 12538.07 | -442.75 | -3.41% | | 399006 | 创业板指 | 1 mon | 2920.08 | -122.26 | -4.02% | 盘面上，锂电池产业链领跌，锂矿方向掀跌停潮；算力硬件题材大幅走低，存储器方向跌幅靠前；半导体、消费电子、光伏、金融科技 概念股跌幅明显。 具体来看，军工板块表现活跃，品高股份、龙溪股份、特发信息涨停，久之洋、江龙船艇涨超10%。 沪深两市成交额1.97万亿，较上一个交易日放量2575亿。全市场近5100只个股下跌。 | | | 【资金流向】 主力资金全天净流入传媒、农林 ...

Market Overview - The A-share market experienced a collective adjustment, with the Shanghai Composite Index down by 1.88%, the Shenzhen Component Index down by 2.72%, and the ChiNext Index down by 3.18% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 13,174 billion yuan, an increase of 2,004 billion yuan compared to the previous day [1] - Over 4,900 stocks in the market declined, indicating a broad market downturn [1] Sector Performance - The lithium battery industry chain saw a significant decline, alongside a collective pullback in computing hardware themes, with memory and CPO sectors leading the losses [1] - The photovoltaic, NVIDIA, stablecoin, consumer electronics, and semiconductor concept stocks also experienced notable declines [1] - The rare metals sector faced severe losses, with rare metals ETFs and funds dropping by 7.05% and 6.99% respectively [4] - The semiconductor sector also fell, with the China-Korea semiconductor ETF down by 6.06% [4] - The new energy sector, represented by the Sci-Tech Innovation New Energy ETF and the Sci-Tech Board New Energy ETF, both dropped by 5.8% [4] ETF Performance - In the ETF market, the Huaxia Fund's soybean meal ETF rose by 0.45%, leading the market [3] - The Bosera Fund's leading home appliance ETF increased by 0.09% [3] - Bond ETFs showed resilience, with the Sci-Tech Bond ETFs from Invesco, Penghua, and Bosera rising by 0.05%, 0.04%, and 0.04% respectively [3]

作者 | 一财 阿驴 11:31 A股午盘丨创业板指半日跌超3% 截至午盘，沪指跌1.88%，深成指跌2.72%，创业板指跌3.18%。 2025.11. 21 本文字数：1100，阅读时长大约2分钟 盘面上，锂电池产业链全线下挫；算力硬件题材集体回调，存储器、CPO方向领跌；光伏、英伟 达、稳定币、消费电子、半导体概念股跌幅靠前。 | 板块名称 | 涨幅金 | 涨速 | - GK | | --- | --- | --- | --- | | 能源金属 | -8.61% | -0.07% | | | 申湘 | -6.09% | -0.00% | | | 钛白粉概念 | -5.51% | -0.06% | | | 盐湖提锂 | -5.48% | -0.02% | | | 金属钻 | -5.28% | -0.03% | | | 硅能源 | -5.17% | -0.02% | | | 有机硅概念 | -5.16% | +0.04% | | | 小金属概念 | -5.09% | -0.02% | | | 钠离子电池 | -5.08% | +0.01% | | | 小会属 | -5.07% | -0.03% | | | ...

| 代码 | 名标 | | | 涨幅%↑ | 最新 | 涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 861520 | 微盘股 | 1 | | -3.76 | 3217.48 | -125.64 | | 932000 | 中证2000 | 2 | | -3.22 | 2968.05 | -98.72 | | 899050 | 北证50 | 1 | | -3.14 | 1400.18 | -45.36 | | 000698 | 科创100 | 1 | 喜 | -3.04 | 1313.05 | -41.15 | | 399006 | 创业板指 | 2 | 看 | -2.89 | 2954.56 | -87.78 | | 000852 | 中证1000 | 1 | 1 | -2.84 | 7132.20 | -208.21 | | 399001 | 深证成指 | | 章 | -2.62 | 12640.67 | -340.15 | | 000688 | 科创50 | 1 | 0 | -2.53 | 1294.58 | -33.60 | | 800000 | ...

01机构动向 今日机构参与度和昨日持平，净买卖额超1000万元个股共19只，净买入8只，净卖出11只， 其中净买入航天发展8 5 3 5万、江龙船艇6079万、三木集团51 4 3万，净卖出龙洲股份8 9 3 3 万、大为股份7 4 0 3万、多氟多6518万。 焦点公司 市场震荡调整，创业板指跌超1%，此前一度涨超1 . 5%。沪深两市成交额1.71万亿，较上一 个交易日缩量1 7 7亿。 盘面上，市场热点快速轮动，全市场超3800只个股下跌。从板块来看，算力硬件概念局部 活跃，中富电路2 0 cm涨停。银行板块逆势走强，中国银行、工商银行均续创历史新高。光 刻胶概念延续强势，国风新材2连板，百川股份涨停。 下跌方面，美容护理、旅游酒店、食品、零售等泛消费方向集体走弱，南侨食品、天马科技 触及跌停，国联水产、水羊股份等多股大跌。板块方面，海南、银行等板块涨幅居前，美容 护理、光伏设备、食品加工等板块跌幅居前。 ...

Market Overview - The market opened high but closed lower, with the ChiNext index dropping over 1% by the end of the day. Bank stocks continued to perform strongly, with China Bank and Industrial and Commercial Bank reaching new highs. The Hainan sector was active, with Hainan Haiyao hitting the daily limit. Lithium mining stocks remained strong, with Dawi Co. also hitting the limit. In contrast, consumer stocks fell collectively, with Liren Liyang hitting the limit down and Guolian Aquatic dropping over 10%. A total of nearly 3,800 stocks declined across the Shanghai, Shenzhen, and Beijing markets, with a trading volume of 1.72 trillion yuan [1]. Hot Topics Free Trade Zone in Fujian - The Fujian Free Trade Zone was active again today, with HeFu China resuming trading and hitting the limit up, Jiuzhou Wang achieving a seven-day limit up streak, and Rongji Software and Yingli Auto also hitting the limit up [3]. Real Estate Sector - The real estate sector showed unusual activity, with Caixin Development and Haolaike hitting the limit up, New Town Holdings rising by 7%, and I Love My Home also hitting the limit up. Reports indicate that on November 19, the Housing and Urban-Rural Development Bureau of Foshan, Guangdong Province, along with seven other departments, issued a notice with 12 measures to promote the stable and healthy development of the real estate market, covering land supply, development construction, financial support, and home purchasing convenience [5]. Banking Sector - The banking sector continued to perform well, with China Bank rising by 4% to reach a historical high, and Industrial and Commercial Bank also reaching a historical high, while Construction Bank increased by 3% [7]. The current price-to-book ratio (PB) for A-share banks is 0.73, while the PB for Hong Kong's state-owned banks is around 0.55, indicating that valuations remain significantly low compared to international peers. The banking sector's performance since 2022 has been primarily driven by valuation re-evaluation and upward adjustment [8][9]. Stock Performance Notable Stocks - HeFu China (603122.SS) reached a price of 26.18 yuan with a 10% increase and a market cap of 10.421 billion yuan [4]. - Jiuzhou Wang (601566.SS) achieved a price of 18.41 yuan with a 9.98% increase and a market cap of 10.579 billion yuan [4]. - Caixin Development (000838.SZ) reached a price of 3.40 yuan with a 10.03% increase and a market cap of 3.583 billion yuan [6]. - Haolaike (603898.SS) reached a price of 13.97 yuan with a 10% increase and a market cap of 4.349 billion yuan [6].

Group 1 - Nvidia's third-quarter earnings and revenue exceeded Wall Street expectations, with a projected revenue of approximately $65 billion for the current quarter, surpassing analysts' previous estimate of $61.66 billion [4] - Nvidia's net profit for the third quarter increased by 65% year-on-year, rising from $19.31 billion (earnings per share of $0.78) in the same quarter last year to $31.91 billion (earnings per share of $1.30) [4] - Analysts believe Nvidia's strong performance and guidance will alleviate market concerns about an AI bubble, positively impacting the earnings expectations for the entire sector, including major GPU suppliers like TSMC and memory suppliers like SK Hynix and Samsung Electronics [4] Group 2 - Asian markets surged on November 20, driven by technology stocks, with the Nikkei 225 index rising by 2.65%, the KOSPI index increasing by 1.92%, and the Taiwan Weighted Index gaining over 3% [2][3] - In South Korea, Nvidia's suppliers SK Hynix and Samsung Electronics saw their stock prices rise by 1.6% and 4.25%, respectively [4] - Tokyo Electron, a semiconductor manufacturing equipment manufacturer, rose by over 5%, while SoftBank Group, the parent company of Arm, jumped more than 8% in early trading [6] Group 3 - The A-share market experienced slight fluctuations, with the Shanghai Composite Index falling by 0.4%, the Shenzhen Component Index dropping by 0.76%, and the ChiNext Index declining by 1.12% [12] - Bank stocks continued to perform strongly, with China Bank and Industrial and Commercial Bank reaching new highs, reflecting a positive sentiment in the banking sector [12][15] - The real estate sector showed gains, supported by analyst comments on policies aimed at promoting new home sales and boosting development investment [12][16] Group 4 - Lithium mining stocks continued to strengthen, with Daway Co. hitting the daily limit [18] - Computing hardware stocks saw a surge, with Zhongfu Circuit reaching the daily limit [19] - Consumer stocks collectively declined, with several companies experiencing significant drops in their stock prices [20]

Market Overview - On November 20, the A-share market experienced fluctuations, with the Shanghai Composite Index down 0.4%, the Shenzhen Component Index down 0.76%, and the ChiNext Index down 1.12%, despite previously rising over 1.5% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.72 trillion yuan, a decrease of 20 billion yuan compared to the previous trading day [1] Sector Performance - In the A-share market, sectors such as lithium battery electrolyte, photovoltaic, aquaculture, e-commerce, and Nvidia-related themes saw corrections, while coal, oil, retail, and military industries had significant declines [2] - Conversely, lithium mining, banking, and real estate sectors showed resilience, with the banking sector, including China Bank and Industrial and Commercial Bank, reaching historical highs [2] Individual Stock Highlights - The stock of Hefei China (603122) resumed trading after a three-day suspension and was heavily favored by investors, hitting the daily limit with a price of 26.18 yuan per share, marking a total increase of 291.92% over 15 trading days [3] - In the Hong Kong market, the stock of Xinda International Holdings (00111.HK) surged over 60% at the opening but later narrowed to a 35% increase, influenced by major asset restructuring announcements from three securities firms [5][6] Precious Metals - The spot gold price continued to weaken, reaching a peak of over $4,100 before settling at approximately $4,060 per ounce, while domestic gold jewelry prices remained unaffected, with several brands quoting around 1,300 yuan per gram [4]

亚太其他股市方面，日韩股市深V反弹，港股三大指数飘绿。 11月20日，A股市场震荡调整，截至收盘，沪指跌0.4%，深成指跌0.76%，创业板指跌1.12%，此前一度 涨超1.5%。沪深两市成交额1.72万亿，较上一个交易日缩量200亿。盘面上，市场热点快速轮动，全市 场超3800只个股下跌。 针对股价异动，21财经南财快讯以投资者身份致电合富中国，接线工作人员明确表示，公司不存在额外 利好信息，亦无应披露而未披露的消息，对于复牌后再涨停是否会触发二次停牌，目前暂不明确。而对 于市场热议的"看名炒股"助推股价说法，该工作人员则以"不便评论"回应。 事关黄金，最新提醒 贵金属方面，现货黄金持续走弱，日内最高一度触及4100美元上方，截至发稿，现货黄金微跌0.22%， 回落至4060美元/盎司附近。 国内金饰克价未受影响，多家品牌金饰克价再度涨回1300元，其中周生生报价1307元/克，周大福报价 1305元/克，老凤祥足金饰品报1302元/克，老庙黄金上海区域克价为1302元，六福珠宝报价1303元/克。 消息面上，11月20日，上海黄金交易所发布《关于继续做好近期市场风险控制工作的通知》。今年以 来，黄金价格大 ...