A股市场今天（12月22日）上午整体走强，上证指数重返3900点整数关口以上。 A股市场热点方面，通信板块、海南自贸区概念板块均掀起涨停潮，成为上午市场两大主线亮点。 港股中原建业复牌 盘中大涨逾60% 沪指重回3900点 A股两大板块掀起涨停潮 A股市场今天（12月22日）上午整体走强，主要指数不同程度上行，其中上证指数重返3900点整数关口 以上。 行业板块和赛道方面，若按照申万一级行业划分，通信板块涨幅居前，板块盘中涨幅一度超过4%。板 块内个股掀起涨停潮，长芯博创（300548）、鼎通科技盘中涨幅超过10%，特发信息（000070）、亨通 光电（600487）、长飞光纤（601869）、楚天龙（003040）等多股盘中涨停。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 300548 | 长芯博创 | 157.55 | 18.25 | 13.10% | | 688668 | 鼎通科技 | 109.23 | 10.13 | 10.22% | | 000070 | 特发信息 | 12.94 | 1.18 | 10.03% | | ...

A股市场今天（12月22日）上午整体走强，上证指数重返3900点整数关口以上。 A股市场热点方面，通信板块、海南自贸区概念板块均掀起涨停潮，成为上午市场两大主线亮点。 沪指重回3900点 A股两大板块掀起涨停潮 A股市场今天（12月22日）上午整体走强，主要指数不同程度上行，其中上证指数重返3900点整数关口以上。 港股中原建业复牌 盘中大涨逾60% 港股市场上午窄幅波动。 行业板块和赛道方面，若按照申万一级行业划分，通信板块涨幅居前，板块盘中涨幅一度超过4%。板块内个股掀起涨停潮，长芯博创、鼎通科 技盘中涨幅超过10%，特发信息、亨通光电、长飞光纤、楚天龙等多股盘中涨停。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 300548 | 长芯博创 | 157.55 | 18.25 | 13.10% | | 688668 | 鼎道科技 | 109.23 | 10.13 | 10.22% | | 000070 | 特发信息 | 12.94 | 1.18 | 10.03% | | 600487 | 草通光电 | 26.14 | 2.38 ...

Market Overview - The Shanghai Composite Index rose by 0.64%, the Shenzhen Component Index increased by 1.36%, and the ChiNext Index gained 1.8% during the morning session [2]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.19 trillion yuan, an increase of 97.7 billion yuan compared to the previous trading day, with nearly 3,500 stocks rising [3]. Sector Performance - The Hainan Free Trade Zone concept stocks surged, with a rise of 9.59%, and 22 stocks hitting the daily limit [3]. - The semiconductor industry chain saw significant gains, with the CPO (Co-Packaged Optics) and intelligent driving sectors also performing strongly [10]. - Precious metals experienced a strong upward trend, with spot gold prices exceeding $4,380 per ounce, marking a historical high [6][14]. Notable Stocks - China Duty Free Group's A-shares and H-shares both rose over 10%, attributed to a sales figure of 118 million yuan on the first day of duty-free sales in Sanya [4]. - Longan Automobile opened more than 3% higher following the issuance of the first L3-level autonomous driving license in Chongqing [10]. - Zhangzhou Development hit the daily limit, rising by 10.05%, following news of the Fujian Zhangzhou "14th Five-Year Plan" aimed at enhancing cross-strait integration [4]. Trading Highlights - The trading volume for palladium futures reached the daily limit, while silver futures also saw significant gains, with the main contract rising over 5% [6]. - The ChiNext Index saw a rise of over 2%, with sectors such as CPO, optical communication modules, and virtual robots leading the gains [8].

A股三大指数集体上涨，截至午间收盘，沪指涨0.64%报3915.2点，深证成指涨1.36%，创业板指涨 1.8%，北证50涨0.63%。全市场成交额11989亿元，较上日成交额放量954亿元，近3500股上涨。盘面 上，海南自贸区概念爆发，海南机场、海南华铁、中国中免等约20股涨停，海南自由贸易港全岛封关首 日表现亮眼；贵金属、存储芯片、CPO等板块涨幅居前，医药商业、教育、影视院线等板块回调。 ...

本文字数：696，阅读时长大约1分钟 2025.12.22 作者 |一财阿驴 09:33港股光通讯概念股走强，长飞光纤光缆涨超8%，汇聚科技涨4.79%、剑桥科技涨3.82%。 09:30智能驾驶概念继续活跃，浙江世宝5连板，万集科技、民德电子、威帝股份、多伦科技、经纬恒润 等多股高开。 09:25 A股开盘丨三大指数集体高开 沪指高开0.26%，深成指高开0.65%，创业板指高开1.01%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | NY | 3900.54 | 10.09 | 0.26% | | 399001 | 深证成指 | Jun | 13225.40 | 85.19 | 0.65% | | 399006 | 创业板指 | Sin | 3153.75 | 31.51 | 1.01% | 盘面上，海南自贸区概念股持续发酵，CPO、超导、宇树机器人、免税店、超硬材料、智能驾驶题材走 强。SPD、跨境电商、两岸融合概念股走弱。 长安汽车高开超3%。消息面上，12月20日， ...

2025.12. 22 沪指高开0.26%，深成指高开0.65%，创业板指高开1.01%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Min | 3900.54 | 10.09 | 0.26% | | 399001 | 深证成指 | IMA | 13225.40 | 85.19 | 0.65% | | 399006 | 创业板指 | Il m | 3153.75 | 31.51 | 1.01% | 盘面上，海南自贸区概念股持续发酵，CPO、超导、宇树机器人、免税店、超硬材料、智能驾驶题 材走强。SPD、跨境电商、两岸融合概念股走弱。 长安汽车高开超3%。消息面上，12月20日，首块L3级自动驾驶专用正式号牌"渝AD0001Z"在重庆 诞生，由重庆市公安局交通管理总队正式授予长安汽车，标志着长安汽车率先开启L3级自动驾驶时 代。 本文字数：696，阅读时长大约1分钟 作者 | 一财 阿驴 09:33 港股光通讯概念股走强，长飞光纤光缆涨超8%，汇聚科技涨4.79%、剑桥科技涨 ...

截至12月19日收盘，海南自贸区概念上涨5.33%，位居概念板块涨幅第1，板块内，29股上涨，海南瑞 泽、海南海药、海汽集团等涨停，康芝药业、神农种业、海峡股份等涨幅居前，分别上涨11.43%、 8.79%、8.51%。 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（%） | | --- | --- | --- | --- | | 海南自贸区 | 5.33 | 光刻机 | -0.73 | | 乳业 | 3.73 | 存储芯片 | -0.64 | | 免税店 | 3.35 | 国家大基金持股 | -0.56 | | 租售同权 | 3.20 | F5G概念 | -0.44 | | 土地流转 | 3.13 | 共封装光学(CPO) | -0.39 | | 自由贸易港 | 2.96 | 中芯国际概念 | -0.06 | | 啤酒概念 | 2.93 | 先进封装 | -0.06 | | 可控核聚变 | 2.89 | WiFi 6 | -0.02 | | 物业管理 | 2.88 | AI PC | 0.01 | | 广东自贸区 | 2.86 | MCU芯片 | 0.04 | | 代码 ...

Group 1 - The Hainan Free Trade Zone concept declined by 3.37%, ranking among the top declines in concept sectors, with notable declines in stocks such as Luoniushan, Haima Automobile, and Jingliang Holdings [1][2] - Among the stocks in the Hainan Free Trade Zone concept, only two stocks saw price increases, with Junda Co. and Intercontinental Oil & Gas rising by 10.00% and 6.05% respectively [1][2] - The net outflow of main funds from the Hainan Free Trade Zone concept reached 1.537 billion yuan, with 26 stocks experiencing net outflows, and seven stocks seeing outflows exceeding 100 million yuan [2][3] Group 2 - The stock with the highest net outflow was Haima Automobile, with a net outflow of 238.17 million yuan, followed by Zhongtung High-tech and HNA Holding with net outflows of 199.21 million yuan and 176.35 million yuan respectively [2][3] - The stocks with the highest net inflows included Junda Co., Intercontinental Oil & Gas, and ST Huluwawa, with net inflows of 235.49 million yuan, 4.905 million yuan, and 58.96 thousand yuan respectively [2][3] - The trading volume for Haima Automobile was 15.00%, while the trading volume for Junda Co. was 16.10%, indicating significant trading activity in these stocks [3]

Market Performance - Major indices opened mixed, with the Shanghai Composite Index down 0.1% and the ChiNext Index up [1] - Precious metals continued to rise, with notable gains in companies like Xiaocheng Technology, which rose over 6% [1] - Nuclear power stocks experienced a surge, with companies like Boying Special Welding hitting the daily limit [1] - The commercial aerospace sector strengthened, with Chaojie Co. also hitting the daily limit and other companies seeing gains over 10% [1] Individual Stock Movements - Moore Threads-U saw significant volatility, opening sharply lower and dropping nearly 20% before narrowing its losses [3] - Victory Energy resumed trading and hit the daily limit, with over 1 million shares on the limit order. The company’s major shareholder signed a share transfer agreement to transfer 29.99% of its shares to Qiteng Robotics [3] - Two new stocks are available for subscription today: Xihua Technology and Tian Su Measurement, with respective issuance amounts of 10 million shares and 1.63 million shares [4][5] Financing and Investment Trends - As of December 11, the total market financing balance was 2.49 trillion yuan, a decrease of 6.26 billion yuan from the previous trading day [5] - The agriculture, forestry, animal husbandry, and fishery sector saw the largest increase in financing balance, up 459 million yuan [5] - 14 stocks had net financing purchases exceeding 1 billion yuan, with Shenghong Technology leading at 504 million yuan [6] Shareholder Concentration - A total of 348 stocks reported shareholder numbers as of December 10, with 185 showing a decrease compared to November 30 [7] - The largest decrease in shareholder numbers was for Zhihua Technology, down 16.35% to 18,537 shareholders [8] Institutional Research Activity - In the past two trading days, 73 companies announced institutional research records, with Zhongke Shuguang and Haiguang Information attracting the most attention, each receiving inquiries from 341 institutions [10] - The focus of institutional interest was on the future business development of these companies following the termination of their major asset restructuring [10]

阴红星 "财富泰山"是中泰证券总部投顾核心团队的服务品牌。 市场回顾 周三，沪深两市涨跌不一。截至收盘，沪指跌0.23%报3900.50点，深成指涨0.29%报13316.42点，创业板指跌0.02%报309.00点。 两市共计成交1.78万亿，较上一个交易日缩量1254亿。盘面上，房地产、商贸零售、社会服务等板块涨幅居前；银行、电力设 备、计算机等板块跌幅靠前。 市场观点 房地产周三午后异动 周三市场震荡，盘面上，房地产午后异动，万科A等多只个股涨停；通信、电子、计算机走弱；海南自贸区概念股持续上涨，海 南自贸港将于12月18日迈入全岛封关运作新阶段，实施"一线"放开、"二线"管住、岛内自由的政策制度。市场涨跌家数几近对 半。 房地产午后异动成为最大亮点。万科A直线涨停，究其原因，涉及万科债务重组和纾困等消息于近期频繁传出，周三万科境内债 集体大涨，多只涨超30%，并触发临停。 行业层面，2023年至今，包括南京、长春、运城、武汉等在内的城市均已出台购房贷款贴息政策。房贷贴息政策可收敛房贷利 率与租金回报率利差，稳定房价预期，带动刚需和改善型需求温和释放，既可降低购房成本，又对预期产生正向作用，将一定 程度 ...