太赫兹概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 300342 | 天银机 电 | 16.53 | 38.66 | 40524.22 | 8.64 | | 601869 | 长飞光 纤 | 10.00 | 7.21 | 28296.41 | 9.01 | | 300456 | 赛微电 子 | 7.96 | 18.76 | 21303.89 | 2.97 | | 002465 | 海格通 信 | 2.65 | 4.50 | 6795.45 | 4.63 | | 300123 | 亚光科 技 | 4.21 | 12.54 | 6445.91 | 6.96 | | 300397 | 天和防 务 | 2.64 | 11.40 | 4705.00 | 7.08 | | 301517 | 陕西华 | 4.45 | 21.66 | 1190.13 | 0.86 | | 300112 | 万讯自 | 2.20 | 3 ...

Core Viewpoint - The horse racing concept sector has experienced a decline of 2.93%, ranking among the top declines in concept sectors, with notable stocks such as *ST Zhengping hitting the daily limit down, and Xinhua Du, Hainan Rubber, and Zhujiang Piano also showing significant declines [1] Group 1: Sector Performance - The horse racing concept sector saw a net outflow of 163 million yuan from main funds today, with six stocks experiencing net outflows [2] - The top stock with net outflow is Xinhua Du, which had a net outflow of 105 million yuan, followed by Hainan Rubber, Zhongti Industry, and Zhongmu Shares with net outflows of 30.51 million yuan, 17.94 million yuan, and 3.37 million yuan respectively [2] Group 2: Individual Stock Performance - Xinhua Du's stock price decreased by 4.85% with a turnover rate of 16.72% and a main fund outflow of 104.65 million yuan [2] - Hainan Rubber's stock price fell by 2.76% with a turnover rate of 1.85% and a main fund outflow of 30.51 million yuan [2] - Zhongti Industry's stock price decreased by 1.37% with a turnover rate of 2.39% and a main fund outflow of 17.94 million yuan [2] - Zhongmu Shares' stock price declined by 1.39% with a turnover rate of 2.37% and a main fund outflow of 3.37 million yuan [2] - Zhujiang Piano's stock price fell by 2.27% with a turnover rate of 1.04% and a main fund outflow of 3.32 million yuan [2] - *ST Zhengping's stock price decreased by 4.96% with a turnover rate of 0.13% and a main fund outflow of 3.00 million yuan [2]

证券研究报告 2025 年 12 月 10 日 星期三 【A 股市场大势研判】 大盘震荡分化，创业板指收涨 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 | 3909.52 | -0.37% | -14.56 | | | 深证成指 | 13277.36 | -0.39% | -52.63 | | | 沪深 300 | 4598.22 | -0.51% | -23.53 | | | 创业板 | 3209.60 | 0.61% | 19.33 | | | 科创 50 | 1347.11 | -0.27% | -3.69 | | | 北证 50 | 1401.73 | -1.72% | -24.51 | | 资料来源：东莞证券研究所，iFinD 数据 板块排名： | 申万行业表现前五 | | | 申万行业表现后五 | 概 | 念板块表现前五 | 概念板块表现后五 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 综合 | 3.45% | ...

根据A股概念涨跌幅与所对应的股票池综合分析，涨幅靠前的三个概念板块分别为：共封装光学（CPO）、福建自贸区与PVDF概念。排名前10位的概念板 块相关数据见下表： 一、强势个股 截至12月9日收盘，上证综指下跌0.37%，收于3909.52点，深证成指下跌0.39%，收于13277.36点，创业板指上涨0.61%，收于3209.6点。今日沪深两市A股共 计54只涨停，综合当前连板数以及当日龙虎榜数据，其中较为强势的前三只个股分别为：龙洲股份（002682）、骏亚科技（603386）与舒华体育 （605299）。今日强势个股前10位具体数据见下表： | 代码 | 简称 | 连板数 | 换手率 (%) | 成 | | --- | --- | --- | --- | --- | | 002682 | 龙洲股份 | 5连板 | 18.15 | 9.7 | | 603386 | 骏亚科技 | 5连板 | 24.13 | 14.7 | | 605299 | 舒华体育 | 4连板 | 7.34 | 4.5 | | 002512 | 达华智能 | 4天3板 | 17.63 | 15.0 | | 603023 | 威帝股份 | ...

Core Insights - The Terahertz concept sector experienced a 1.14% increase, ranking fourth among concept sectors, with 10 stocks rising, including Shaanxi Huada and Leike Defense hitting the daily limit up of 20% [1] - The sector saw a net inflow of 721 million yuan from main funds, with Leike Defense leading the inflow at 929 million yuan [2][3] Sector Performance - The Terahertz concept was among the top-performing sectors, with notable stocks like Shaanxi Huada (20% increase), Leike Defense (10.01% increase), and Saiwei Electronics (2.74% increase) [1][2] - Conversely, stocks such as Chuangyuan Xinke, Yaguang Technology, and Tianhe Defense faced declines of 3.08%, 2.59%, and 2.14% respectively [1] Fund Flow Analysis - Leike Defense, Shaanxi Huada, and Haige Communication had the highest net inflow ratios at 15.35%, 11.20%, and 3.25% respectively [3][4] - The overall net inflow for the Terahertz concept was significant, with eight stocks receiving inflows, and five stocks exceeding 50 million yuan in net inflow [2][3]

12月4日至5日，2025卫星互联网产业生态大会在上海举办。 大会现场，七大上海卫星互联网创新载体集中亮相，包括中国科学院微小卫星创新研究院、上海垣信卫星科技有限公司、上海航天空间技术有限公司、 复旦大学空间互联网研究院、上海霄元创新中心、上海市无线电监测站及新微泛在（上海）通信技术服务有限公司。这些载体聚焦组网架构、空间感知等关 键技术方向，将通过培育创新实验室，为技术攻坚提供坚实支撑，进一步提升上海卫星互联网的技术创新与应用转化能力。 会场产业成果展示区同步呈现上海"星、箭、端、网"全产业链实力："千帆星座卫星"模型直观展现星座布局；上海电信、移动、联通及中国铁塔带来便 携式卫星通信终端与相控阵天线；白盒子、上海瀚讯、电信一所等企业展出核心基带芯片与通信载荷；复旦大学、上海交通大学、上海大学、新岸线等高校 企业介绍了卫星互联网前沿技术的最新研究成果。 优化产业生态：签约合作激活集群效应 作为卫星互联网领域年度行业盛会，本次大会以"1+3+2"架构展开——1场主论坛、3场专题分论坛及2场产投对接活动，吸引政府部门代表、两院院 士、产业领军者、金融投资机构负责人等超1000人参会，现场氛围热烈，亮点纷呈。 聚 ...

Group 1: Strong Individual Stocks - As of December 2, the Shanghai Composite Index fell by 0.42% to 3897.71 points, the Shenzhen Component Index decreased by 0.68% to 13056.7 points, and the ChiNext Index dropped by 0.69% to 3071.15 points [1] - A total of 55 stocks in the A-share market hit the daily limit up, with the top three strong stocks being: - LeiKe Defense (002413) with 6 consecutive limit ups over 7 days and a turnover rate of 49.17% [1] - HaiXin Food (002702) with 5 consecutive limit ups and a turnover rate of 32.09% [1] - MaoYe Commercial (600828) with 5 consecutive limit ups over 6 days and a turnover rate of 7.92% [1] - Detailed data for the top 10 strong stocks includes: - 000547 Aerospace Development: 3 consecutive limit ups, turnover rate 22.54% - 002565 Shunhao Shares: 3 consecutive limit ups, turnover rate 23.05% - 002976 Ruima Precision: 3 consecutive limit ups, turnover rate 23.98% - 301148 JiaJie Technology: 2 consecutive limit ups, turnover rate 18.07% - 000592 Pingtan Development: 2 consecutive limit ups over 3 days, turnover rate 16.3% - 301136 Zhaobiao Shares: first limit up, turnover rate 16.8% - 600033 Fujian Expressway: first limit up, turnover rate 6.0% [1] Group 2: Strong Concept Sectors - The top three concept sectors with the highest gains are: - Fujian Free Trade Zone with a gain of 1.87% [2] - Terahertz with a gain of 1.79% [2] - Cross-Strait with a gain of 1.39% [2] - The top 10 concept sectors and their respective gains include: - Trust Concept: 1.34% - Ride-hailing: 1.14% - Hainan Free Trade Zone: 1.12% - Tianjin Free Trade Zone: 0.81% - Rent and Sale Equality: 0.76% - Beer Concept: 0.74% - Pre-made Dishes: 0.74% [3]

Strong Stocks - As of November 28, the Shanghai Composite Index rose by 0.34% to 3888.6 points, the Shenzhen Component Index increased by 0.85% to 12984.08 points, and the ChiNext Index went up by 0.7% to 3052.59 points [1] - A total of 82 stocks in the A-share market hit the daily limit up, with the top three strong stocks being: LeiKe Defense (002413), Haiwang Bio (000078), and HaiXin Food (002702) [1] - The top 10 strong stocks showed significant trading activity, with LeiKe Defense having a turnover rate of 21.41% and a trading volume of 2.05 billion yuan, while Haiwang Bio and HaiXin Food also demonstrated strong performance with notable trading volumes and turnover rates [1] Strong Concept Sectors - The top three concept sectors with the highest gains were Titanium Dioxide Concept (up 4.31%), Hainan Free Trade Zone (up 3.54%), and Dairy Industry (up 2.82%) [2] - The Titanium Dioxide Concept had a 100% increase in its constituent stocks, indicating strong market performance [2] - Other notable sectors included Terahertz (up 2.69%) and Phosphorus Chemical (up 2.32%), both showing a high percentage of rising constituent stocks [2]

Strong Stocks - As of November 24, the Shanghai Composite Index rose by 0.05% to 3836.77 points, the Shenzhen Component Index increased by 0.37% to 12585.08 points, and the ChiNext Index went up by 0.31% to 2929.04 points [1] - A total of 79 stocks in the A-share market hit the daily limit up, with the top three strong stocks being Guosheng Technology (603778), Aerospace Development (000547), and Guofeng New Materials (000859) [1] - The top 10 strong stocks showed significant trading activity, with Guosheng Technology achieving 11 consecutive trading days with 7 limit ups and a turnover rate of 19.73%, while Aerospace Development had 7 consecutive days with 6 limit ups and a turnover rate of 33.61% [1] Strong Concept Sectors - The top three concept sectors based on A-share performance were the China Shipbuilding System, Xiaohongshu Concept, and Military Information Technology, with respective increases of 6.63%, 4.76%, and 4.63% [2] - The China Shipbuilding System had 30% of its component stocks hitting the daily limit up, while 100% of its component stocks were in the rising category [2] - The Military Information Technology sector had 6.54% of its component stocks hitting the daily limit up, with 94.39% of its stocks showing an increase [2]

Core Insights - The Terahertz concept sector has seen a rise of 4.47%, ranking fourth among concept sectors in terms of growth [1] - Key stocks within this sector include LeiKe Defense, Tianhai Defense, Tianhe Defense, and Haige Communication, with LeiKe Defense hitting the daily limit up [1][2] Market Performance - The Terahertz sector had a net inflow of 488 million yuan from main funds, with 8 stocks receiving net inflows and 5 stocks exceeding 50 million yuan in net inflow [2] - LeiKe Defense led the net inflow with 341 million yuan, followed by ZTE Corporation, Haige Communication, and Tianhe Defense with net inflows of 223 million yuan, 108 million yuan, and 68 million yuan respectively [2][3] Stock Performance - LeiKe Defense recorded a daily increase of 10.02% with a turnover rate of 9.45% and a net inflow ratio of 44.60% [3] - Other notable performers include ZTE Corporation with a 1.52% increase and a net inflow ratio of 7.07%, and Haige Communication with a 5.74% increase and a net inflow ratio of 6.95% [3][4]