市 场 研 究 [Table_Title] 万联晨会 [Table_MeetReportDate] 2025 年 12 月 24 日 星期三 [Table_Summary] 概览 核心观点 【重要新闻】 【全国住房城乡建设工作会议召开：因城施策控增量、去库存、优供 给】据中国建设报消息，12 月 22 日至 23 日，全国住房城乡建设工 作会议在北京召开。住房城乡建设部部长倪虹强调，着力稳定房地产 市场，重点是：因城施策控增量、去库存、优供给，结合城市更新、 城中村改造盘活利用存量用地，推动收购存量商品房用作保障性住 房、安置房、宿舍、人才房等。优化和精准实施保障性住房供应，实 施房屋品质提升工程，有序推进"好房子"建设。进一步发挥房地产项 目"白名单"制度作用，支持房地产企业合理融资需求。 【国家发展改革委等三部门完善幼儿园收费政策】近日，国家发展改 革委、教育部、财政部联合印发《关于完善幼儿园收费政策的通知》。 《通知》坚持学前教育的公益属性定位，通过规范收费项目、分类完 善收费管理方式、明确收费标准制定原则、健全收费政策评估优化机 制、建立目录清单制度、加强收费行为监管等，促进收费标准合理形 成，更好发 ...

Core Viewpoint - The photoresist concept sector has shown a positive performance, with a 1.61% increase, ranking third among concept sectors, driven by significant gains in several stocks [1][2]. Group 1: Sector Performance - The photoresist sector saw 47 stocks rise, with notable performers including Wanrun Co., Ltd., Dongcai Technology, and Guofeng New Materials, which hit the daily limit [1]. - The top gainers in the sector included Andar Intelligent, Shengjian Technology, and Fuxiang Pharmaceutical, with increases of 15.51%, 7.72%, and 6.09% respectively [1]. - Conversely, the sector also experienced declines, with Aerospace Intelligent Manufacturing, Guangxin Materials, and Gangyan Nake dropping by 3.61%, 2.38%, and 1.89% respectively [1]. Group 2: Capital Flow - The photoresist sector attracted a net inflow of 244 million yuan from main funds, with 30 stocks receiving net inflows, and 7 stocks exceeding 50 million yuan in net inflow [2]. - Guofeng New Materials led the net inflow with 450 million yuan, followed by Wanrun Co., Ltd. and Dongcai Technology with net inflows of 239 million yuan and 228 million yuan respectively [2]. - The top three stocks by net inflow ratio were Guofeng New Materials at 30.48%, Wanrun Co., Ltd. at 23.38%, and Laibotai Technology at 17.70% [3].

截至12月15日收盘，光刻胶概念上涨1.21%，位居概念板块涨幅第8，板块内，49股上涨，艾森股份20% 涨停，东材科技涨停，南大光电、恒坤新材、国风新材等涨幅居前，分别上涨8.39%、7.14%、5.97%。 跌幅居前的有格林达、松井股份、安集科技等，分别下跌4.94%、4.87%、3.83%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 乳业 | 4.00 | AI手机 | -2.55 | | 啤酒概念 | 1.70 | 光纤概念 | -2.22 | | 特钢概念 | 1.51 | 共封装光学(CPO) | -2.21 | | 广东自贸区 | 1.41 | 同花顺果指数 | -2.08 | | 冷链物流 | 1.32 | 汽车芯片 | -2.04 | | 白酒概念 | 1.26 | 重组蛋白 | -2.03 | | 预制菜 | 1.22 | F5G概念 | -1.98 | | 光刻胶 | 1.21 | AI眼镜 | -1.85 | | 猪肉 | 1.14 | AI PC | -1.82 | | 免税店 ...

2025.12. 15 本文字数：1402，阅读时长大约2分钟 作者 | 一财 阿驴 11:31 A股午盘丨创业板指半日跌1.29% 截至午盘，上证指数跌0.11%，深证成指跌0.71%，创业板指跌1.29%。 盘面上，大消费走强，白酒、零售方向活跃；商业航天概念继续活跃，雷科防务、通宇通讯等涨停。保 险板块走强，中国平安涨近5%，创4年多新高。CPO概念股深度回调，摩尔线程、超硬材料、锂矿等 板块跌幅靠前。 | 板块名称 | 涨幅 | 张束 | 涨停数 | | --- | --- | --- | --- | | 277 | +3.84% | -0.11% | પ્ | | 保险 | +3.57% | -0.04% | D | | 橡胶制品 | +3.01% | -0.08% | n | | 饮料制造 | +2.92% | -0.07% | પ્ય | | 零售 | +2.47% | +0.05% | 5 | | 啤酒概念 | +1.93% | -0.09% | 2 | | 特钢概念 | +1.89% | +0.00% | 2 | | 化学纤维 | +1.85% | -0.05% | - | | 钢铁 | + ...

Core Viewpoint - The A-share market experienced a strong performance today, with all three major indices closing higher, indicating positive investor sentiment and market activity [1] Market Performance - The Shanghai Composite Index closed at 3914.01 points, up by 0.65%, with a trading volume of 785.66 billion [1] - The Shenzhen Component Index closed at 13146.72 points, up by 1.25%, with a trading volume of 1088.28 billion [1] - The ChiNext Index closed at 3092.50 points, up by 1.31%, with a trading volume of 518.30 billion [1] Sector Performance - The non-ferrous metals sector was notably active, with companies like Luoping Zinc & Electricity and Minfa Aluminum hitting the daily limit [1] - The consumer electronics sector showed strength, particularly driven by AI smartphone concepts, with stocks such as ZTE Corporation and Chaoyang Technology also reaching the daily limit [1] - Other sectors that performed well included commercial aerospace, tourism and hotels, storage chips, and photolithography concept stocks [1] - Conversely, the titanium dioxide, insurance, and liquor sectors experienced declines [1]

市场震荡拉升，沪指重返3900点上方，深成指、创业板指均涨超1%。盘面上，市场热点快速轮动，全市场近3400只个股上涨。截至收盘，沪指涨0.65%，深 成指涨1.25%，创业板指涨1.31%。 从板块来看，消费电子方向集体爆发，中兴通讯、博通集成、实丰文化等近20股涨停。 商业航天概念延续强势，航天发展12天8板，雷科防务、通宇通讯涨停。 有色金属板块表现活跃，闽发铝业、罗平锌电涨停。 下跌方面，电池板块冲高回落，万润新能跌近9%。 沪深两市成交额合计1.87万亿元，较上一交易日放量约2881.42亿元。其中，沪市成交额7856.58亿元，深市成交额1.09万亿元。 中际旭创成交额居首，为198.8亿元。其后是中兴通讯、新易盛、紫金矿业、工业富联，成交额分别为146.7亿元、136.9亿元、108.5亿元、107.2亿元。 | 还原 容代码 | 名称 | | | 最高 | 最低 | 【 】 现价 金额 : | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 300308 中际旭创 『 | | +4.57% | ...

Core Viewpoint - The A-share market experienced a collective rise, with the ChiNext Index leading the gains, driven by strong performance in the AI smartphone sector and other active industries [1] Group 1: Market Performance - The Shanghai Composite Index rose by 0.65% [1] - The Shenzhen Component Index increased by 1.25% [1] - The ChiNext Index saw a rise of 1.31% [1] - Over 3,300 stocks in the market experienced an increase [1] - The total trading volume reached approximately 1.89 trillion yuan [1] Group 2: Sector Performance - The non-ferrous metals sector was active, with companies like Luoping Zinc Electric and Minfa Aluminum hitting the daily limit [1] - The consumer electronics sector strengthened, with AI smartphone concepts leading the charge, including stocks like ZTE Corporation and Chaoyang Technology reaching the daily limit [1] - Other sectors with notable gains included commercial aerospace, tourism and hotels, storage chips, and photolithography [1] - The titanium dioxide, insurance, and liquor sectors experienced declines [1]

今日A股市场震荡拉升， 沪指重返3900点上方 ，深成指、创业板指均涨超1%。沪深两市成交额1.87万亿，较上一个交易日放量2881亿。 盘面上，市场热点快速轮动， 全市场近3400只个股上涨 。从板块来看， 消费电子方向集体爆发 ，中兴通讯、博通集成、实丰文化等近20股涨停。 商业航天概念延续强势 ，航天发展12天8板，雷科防务、通宇通讯涨停。有色金属板块表现活跃，闽发铝业、罗平锌电涨停。光刻胶概念快速拉升， 华融化学20cm涨停。下跌方面，电池板块冲高回落，万润新能跌近9%。 板块方面，消费电子、有色金属等板块涨幅居前，互联网电商、保险、电池等板块跌幅居前。 截至收盘，沪指涨0.65%，深成指涨1.25%，创业板指涨1.31%。 上证指数 创业板指 深证成指 -3914.01 -13146.72 -3092.50 +25.41 +0.65% +162.64 +1.25% +39.91 +1.31% 2354 1450 667 312 213 184 76 66 68 79 15 16 7 小于 大于 涨停 跌停 -2% -6% -8% +8% +6% +4% +2% 0% -4% -8% +8% 上涨 3 ...

凤凰网财经讯 12月1日，市场震荡拉升，沪指重返3900点上方，深成指、创业板指均涨超1%。 沪深两市成交额1.87万亿，较上一个交易日放量2881亿。截至收盘，沪指涨0.65%，深成指涨1.25%，创业板指涨1.31%。 板块方面，消费电子、有色金属等板块涨幅居前，互联网电商、保险、电池等板块跌幅居前。 盘面上，市场热点快速轮动，全市场近3400只个股上涨。从板块来看，消费电子方向集体爆发，中兴通讯、博通集成、实丰文化等近20股涨停。商业航天概 念延续强势，航天发展12天8板，雷科防务、通宇通讯涨停。有色金属板块表现活跃，闽发铝业、罗平锌电涨停。光刻胶概念快速拉升，华融化学20cm涨 停。下跌方面，电池板块冲高回落，万润新能跌近9%。 | 0 | 50 | 100 | 今日预测重能· | | --- | --- | --- | --- | | | | | 1.87万亿 +28811 | | 涨停表现 | | | | | | 封板率 | | 昨涨停今表现 | | | 70.00% | | 3.15% | 封板 64 触及 27 高开率 70% 获利率 ...

Core Viewpoint - The media industry is the only sector to receive net inflows of capital, while the overall market experiences significant outflows, particularly in the technology and materials sectors [1][2]. Capital Flow Summary - The main capital outflow from the Shanghai and Shenzhen markets today amounts to 985.55 billion yuan, with the ChiNext board seeing a net outflow of 377.44 billion yuan and the CSI 300 index experiencing a net outflow of 267.85 billion yuan [1][2]. - Among the 31 primary industries, all experienced declines, with the comprehensive, non-ferrous metals, and power equipment sectors dropping over 5%. Other sectors like basic chemicals, electronics, and communications fell over 4% [2]. - Only the media industry saw a net inflow of 13.26 billion yuan, while the electronic, power equipment, and computer sectors had the largest outflows, each exceeding 100 billion yuan. Other sectors such as non-ferrous metals, pharmaceuticals, machinery, communications, and non-bank financials also faced significant outflows, each exceeding 42 billion yuan [2]. Individual Stock Performance - In individual stock performance, 37 stocks saw net inflows exceeding 1 billion yuan, with 6 stocks receiving over 3 billion yuan. The leading stock in net inflow was the photolithography concept stock, Kaimete Gas, with 7.75 billion yuan [3]. - The photolithography concept stocks rose against the market trend, with stocks like Guofeng New Materials hitting the daily limit, and Kaimete Gas reaching its limit during trading [3]. - AI application concept stock Yidian Tianxia saw a limit increase with a net inflow of 6.54 billion yuan, with significant buying from specific trading desks [4]. Tail-End Capital Flow - At the market close, there was a net outflow of 143.68 billion yuan, with the ChiNext board experiencing a net outflow of 57.56 billion yuan and the CSI 300 index seeing a net outflow of 41.92 billion yuan [8]. - Among individual stocks, 19 stocks had net inflows exceeding 20 million yuan at the close, with the leading stock being Changxin Bochuang, which had a net inflow of 1.13 billion yuan [8]. - A total of 22 stocks had net outflows exceeding 80 million yuan, with 13 stocks seeing outflows exceeding 1 billion yuan [9].