Core Insights - The "摘帽" concept has seen a rise of 2.13%, ranking 10th among concept sectors in terms of growth, with 40 stocks increasing in value [1] - Notable gainers include 科新发展, which hit the daily limit, and 海峡创新 and 理工导航, which rose by 16.47% and 15.82% respectively [1] - The sector experienced a net inflow of 3.699 million yuan, with 26 stocks receiving net inflows, and 7 stocks exceeding 10 million yuan in net inflow [2] Market Performance - The top-performing concept sectors today include: - 钛白粉概念: +4.31% - 海南自贸区: +3.54% - 乳业: +2.82% - 摘帽: +2.13% [2] - The worst-performing sectors include: - 禽流感: -0.76% - 流感: -0.49% - 维生素: -0.39% [2] Fund Flow Analysis - The leading stocks in terms of net fund inflow within the 摘帽 concept are: - 盛屯矿业: 1.90 billion yuan - 海峡创新: 502.62 million yuan - 山东墨龙: 384.78 million yuan [2] - The stocks with the highest net inflow ratios include: - 文投控股: 21.25% - 科新发展: 18.28% - 中嘉博创: 10.35% [3] Stock Performance - Key stocks in the 摘帽 concept and their performance: - 盛屯矿业: +5.29%, turnover rate 5.50%, net inflow 189.97 million yuan - 海峡创新: +16.47%, turnover rate 33.80%, net inflow 502.62 million yuan - 山东墨龙: +5.27%, turnover rate 12.04%, net inflow 384.78 million yuan [3][4] - Other notable stocks include: - 文投控股: +2.44%, turnover rate 1.49%, net inflow 209.21 million yuan - 科新发展: +10.02%, turnover rate 1.71%, net inflow 100.62 million yuan [4]

Group 1 - The titanium dioxide concept sector rose by 4.31%, leading the gains among concept sectors, with 14 stocks increasing in value, including Jinpu Titanium Industry and Anada, which hit the daily limit [1][2] - Major gainers in the titanium dioxide sector included Guocheng Mining, Tianyuan Co., and Huiyun Titanium Industry, which rose by 5.63%, 5.24%, and 5.02% respectively [1][2] - The sector attracted a net inflow of 271 million yuan from main funds, with 12 stocks receiving net inflows, and five stocks seeing inflows exceeding 30 million yuan [2] Group 2 - The top net inflow stock was Zhenhua Co., with a net inflow of 67.37 million yuan, followed by Jinpu Titanium Industry, Anada, and Guocheng Mining with net inflows of 61.21 million yuan, 48.11 million yuan, and 38.07 million yuan respectively [2][3] - In terms of net inflow ratios, Jinpu Titanium Industry and Anada led with 47.49% and 10.20% respectively, indicating strong investor interest [3] - The trading volume and turnover rates for key stocks in the titanium dioxide sector showed significant activity, with Zhenhua Co. having a turnover rate of 5.20% and Jinpu Titanium Industry at 4.20% [3][4]

Core Insights - The Terahertz concept sector increased by 2.69%, ranking fourth among concept sectors, with 18 stocks rising, including LeiKe Defense which hit the daily limit, and YaGuang Technology, TianYin Electromechanical, and HaiTe High-tech showing significant gains of 13.48%, 6.03%, and 3.91% respectively [1][2] Market Performance - The top-performing concept sectors today included Titanium Dioxide with a rise of 4.31%, Hainan Free Trade Zone at 3.54%, and Dairy Industry at 2.82%, while the Terahertz sector followed closely at 2.69% [2] - The Terahertz sector experienced a net outflow of 359 million yuan, with 11 stocks receiving net inflows from major funds, and 6 stocks seeing inflows exceeding 30 million yuan [2] Fund Flow Analysis - LeiKe Defense led the net inflow with 406 million yuan, followed by YaGuang Technology, ChangFei Fiber, and HaiGe Communication with net inflows of 237 million yuan, 88.86 million yuan, and 54.67 million yuan respectively [2][3] - The net inflow ratios for LeiKe Defense, YaGuang Technology, and HaiGe Communication were 20.05%, 11.53%, and 10.21% respectively, indicating strong investor interest [3] Stock Performance - LeiKe Defense showed a daily increase of 10.06% with a turnover rate of 21.41%, while YaGuang Technology rose by 13.48% with a turnover rate of 28.12% [3][4] - Other notable performers included TianYin Electromechanical and HaiTe High-tech, which increased by 6.03% and 3.91% respectively [1][4]

Group 1 - A-shares experienced significant activity with 81 stocks hitting the daily limit up and 6 stocks hitting the limit down on November 28 [1] - The Fujian state-owned assets concept was notably active, with Fujian Cement achieving two limit ups in four days, alongside other stocks like Zhangzhou Development and XGMA also hitting limit up [1] - The titanium dioxide concept saw strong performance, with Jinpu Titanium and Anada both reaching limit up [1] - Aerospace-related stocks also rose, with Aerospace Development and Aerospace Electromechanical hitting limit up [1] Group 2 - Continuous limit up stocks included Guosheng Technology with 10 limit ups in 15 days, and Dream Home with 6 limit ups in 8 days [1] - Other notable continuous limit up stocks include Jinfutech with 5 consecutive limit ups, and several others like Leike Defense and ST Zhongzhu with 4 limit ups in 5 days [1] - On the downside, ST Dongyi faced three consecutive limit downs, while ST Zhongdi and Guoji Pharmaceutical also experienced limit downs [1]

截至收盘，沪指报3888.60点，涨0.34%；深证成指报12984.08点，涨0.85%；创指报3052.59点，涨0.70%。盘面上，钛白粉 概念、海南、海南自贸区板块上涨，中药、禽流感、银行板块跌幅居前。 市场低开高走，三大股指集体收红。 板块方面，海南板块走高，海南瑞泽涨停；大消费板块强势，乳业方向领涨，燕塘乳业、阳光乳业涨停；午后商业航天概 念持续走强，航天发展直线涨停；下跌方面，银行板块下挫，邮储银行领跌；医药板块集体调整，众生药业跌停。总体来看， 个股呈普涨态势，上涨个股超4100只。 ...

Core Viewpoint - The A-share market experienced a collective rise in the three major indices during the morning session, indicating positive market sentiment and investor confidence [1] Market Performance - The Shanghai Composite Index rose by 0.21% to 3883.46 points - The Shenzhen Component Index increased by 0.72% - The ChiNext Index saw a rise of 0.71% - The North Star 50 Index gained 0.35% [1] Trading Volume - The total market turnover reached 983.6 billion yuan, a decrease of 113.4 billion yuan compared to the previous day's trading volume - Over 3500 stocks in the market experienced an increase in value [1] Sector Performance - The top-performing sectors included titanium dioxide concept, Hainan Free Trade Zone, dairy industry, and energy metals - Conversely, traditional Chinese medicine and avian influenza concepts were among the sectors that saw declines [1]

Market Overview - On November 28, A-shares saw all three major indices rise, with the Shanghai Composite Index up by 0.21%, the Shenzhen Component Index up by 0.72%, and the ChiNext Index up by 0.71. The total market turnover was 983.6 billion yuan, a decrease of 113.4 billion yuan compared to the previous trading day, with over 3,500 stocks rising [2]. Company Highlights - Haixin Food experienced a significant surge, hitting the daily limit and achieving a turnover rate of over 38% with a transaction volume of 1.123 billion yuan by midday. This marked the third consecutive day of limit-up trading for the company [4]. - Haixin Food announced that its stock price had deviated significantly, with a cumulative increase of over 20% over two trading days. The company stated that its recent operational conditions remain normal, with no significant changes in the internal or external business environment. The company highlighted two key operational achievements: a strategic breakthrough in new channel expansion by entering the Sam's Club system, which enhances brand reputation and pricing power, and a year-on-year growth in its snack food business [7]. Industry Trends - The dairy sector showed strong performance, with Sunshine Dairy and Yantang Dairy both hitting the daily limit. Sunshine Dairy began its surge at 10:48 AM, reaching the limit within one minute, while Yantang Dairy followed suit, hitting the limit within five minutes around 11 AM [9]. - A report from Huatai Securities indicated that the essential consumer goods sector has significant room for structural upgrades domestically and opportunities for overseas expansion. The report noted that leading companies have been increasing their dividend rates, providing a threefold advantage of dividend yield support, long-term growth potential, and low valuation elasticity in a low-interest-rate environment. The current allocation ratio and valuation percentiles for the essential consumer goods industry are at historical lows, suggesting a favorable entry point for investments [13].

钛白粉概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000629 | 钒钛股份 | -0.66 | 1.23 | -1939.18 | | 002136 | 安纳达 | -1.15 | 7.89 | -1524.37 | | 002386 | 天原股份 | -1.30 | 2.96 | -658.75 | | 603826 | 坤彩科技 | -1.02 | 0.60 | -442.89 | | 300891 | 惠云钛业 | 0.46 | 2.13 | -116.78 | | 002838 | 道恩股份 | 2.50 | 1.21 | -102.47 | | 600727 | 鲁北化工 | -0.42 | 2.19 | -45.17 | | 002145 | 钛能化学 | 1.46 | 1.57 | 45.58 | | 603067 | 振华股份 | 1.88 | 5.25 | 175.91 | | 002140 | 东华科技 | 1.58 | 1.37 | 223.04 | | ...

| 指数名称 | 收盘点位 | 涨跌幅 | 涨跌 上证指数分时图 | | --- | --- | --- | --- | | 上证指数 | 3834.89 | -2.45% | -96.16 | | 深证成指 | 12538.07 | -3.41% | -442.75 | | 沪深 300 | 4453.61 | -2.44% | -111.34 | | 创业板 | 2920.08 | -4.02% | -122.26 | | 科创 50 | 1285.83 | -3.19% | -42.36 | | 北证 50 | 1377.39 | -4.71% | -68.15 | 资料来源：东莞证券研究所，iFinD 数据 板块排名： 证券研究报告 2025 年 11 月 24 日 星期一 【A 股市场大势研判】 沪指失守 3900 点 市场表现： | 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 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 传媒 | -0.32% | 综合 | -5.50% | ...

Group 1 - The titanium dioxide concept sector experienced a decline of 7.12%, ranking among the top losers in the market [1][2] - Notable stocks within the titanium dioxide sector that faced significant declines include Guocheng Mining, which hit the daily limit down, and Jinpu Titanium Industry, Huiyun Titanium Industry, and Tianyuan Co., which also saw substantial drops [1][2] - The sector saw a net outflow of 376 million yuan from major funds, with 13 stocks experiencing net outflows, and 8 of those exceeding 10 million yuan [2] Group 2 - The stock with the highest net outflow was Zhenhua Co., with a net outflow of 128.44 million yuan, followed by Vanadium Titanium Co. and Titanium Chemical Co. with net outflows of 71.60 million yuan and 56.35 million yuan, respectively [2] - The top losers in the titanium dioxide concept included Zhenhua Co. (-7.37%), Vanadium Titanium Co. (-6.23%), and Titanium Chemical Co. (-8.56%) [2] - Other notable declines were observed in Tianyuan Co. (-9.44%) and Guocheng Mining (-9.98%), indicating a widespread downturn in the sector [2]