2025.04. 29 资本市场是投资者信心的晴雨表。投资者情绪的波动会影响其对未来收益 的主观判断,进而影响投资行为,形成合力后对市场产生显著影响。我们 想通过几个问题,了解投资者对每日市场的看法。4月29日共有46220位用 户参与了调研,具体情况如下: 上证指数 深证成指 创业板指 10.05% 70.05% 0.13% A 股三大指数呈现窄幅震荡、微幅下跌的态势，显示多空力量处于弱平衡状态。北证 50 指数逆势上扬1.06%,成为市场亮点。 3556家上涨 涨跌停比 张多跌少的格局,但涨停跌停家数对比 显示赚钱效应处于一般水平,市场情绪趋于谨 慎,部分题材板块表现活跃,如PEEK材料、机器 人概念等。 两市成交额 受节日效应影响,市场成交小幅萎缩,维持低位 运行,显示资金观望情绪有所升温,市场缺乏明 确的方向性指引。 资金情绪 主力资金净流） 散户资金净流入 "机构谨慎防御、散户投机活跃" 的分化格局。机构因节前风险规避和主线模糊而减仓,转向低 当前市场呈现 估值与政策确定性板块;散户则在题材轮动中寻求短线机会，但整体受限于缩量环境,情绪未能形成共振。 散户情 及 0% lo 1月7 t ହିନ୍ଦ ...

Market Overview - The Shanghai Composite Index closed at 3286.65 points, down 0.05%, with a trading volume of 430.88 billion yuan [1] - The Shenzhen Component Index closed at 9849.80 points, down 0.05%, with a trading volume of 591.24 billion yuan [1] - The ChiNext Index closed at 1931.94 points, down 0.13%, with a trading volume of 270.74 billion yuan [1] - The STAR 50 Index closed at 1003.87 points, up 0.1%, with a trading volume of 18.71 billion yuan [1] - Total trading volume for both markets was 1022.12 billion yuan, a decrease of 34.29 billion yuan from the previous trading day [1] Sector Performance - Strong sectors included beauty care, media, machinery, light industry manufacturing, chemicals, home appliances, jewelry, and computers [3] - Active concepts included PEEK materials, humanoid robots, hub motors, noise reduction, integrated die-casting for automobiles, pet economy, AI, fluorine chemicals, and antibacterial fabrics [3] - Weak sectors included electric power, insurance, oil and petrochemicals, coal, and banking [3] Stock Performance - A total of 3381 stocks rose, while 1588 stocks fell, with 129 stocks remaining flat and 52 stocks suspended [3] - 76 stocks hit the daily limit up, while 62 stocks hit the daily limit down [3] - Liou Co. had the highest limit-up order volume with 118 million shares, followed by other notable stocks [3][4] Fund Flow - The net outflow of main funds from the Shanghai and Shenzhen markets was 2.352 billion yuan [5] - The machinery equipment sector saw the highest net inflow of main funds, amounting to 2.317 billion yuan [6] - A total of 10 sectors experienced net inflows, while 21 sectors saw net outflows [6] Individual Stock Highlights - Liou Co. had the highest net inflow of main funds at 884 million yuan [8] - Other stocks with significant net inflows included Miao Yi Innovation and Sichuan Changhong [8] - 38 stocks experienced net outflows exceeding 1 billion yuan, with Shenghong Technology leading at 390 million yuan [10] Institutional Activity - Institutions had a net selling of approximately 42.47 million yuan, with 13 stocks seeing net purchases [11] - The top net purchase was for Da Ye Co. at approximately 44.54 million yuan [11]

今日A股市场延续分化走势，三大指数窄幅震荡。PEEK材料再度走强，并带动整个机器人产 业链回暖。消费股持续活跃，其中美容护理板块表现强势。前两个交易日热度较高的电力股 跌幅居前，银行股走势分化，市场热点延续轮动格局。 个股方面，零售股步步高上演"地天板"，盘中一度跌停，13:20起突然快速拉升至涨停，之后 逐步回落，收盘涨幅为2.07%。该股位居同花顺热股榜第一名。 茂业商业（600828）今日上 演"地天板"，走出"四连板"。 芯片股 兆易创新尾盘涨停 。 截至收盘，上证指数跌0.05%，深证成指跌0.05%，创业板指跌0.13%，全市场全天成交额1.04 万亿元。 中信建投认为，短期市场风险偏好提升，推动市场风格阶段性转向成长。中期建议重点关注 具备内需驱动和成长弹性特征的"新质内需成长"方向，新消费、AI等方向有望持续走强。 茂业商业上演"地天板" 今天，消费股持续活跃。美容护理板块大涨，丸美生物涨停。 受政策面及零售业务复苏预期向好等因素影响，零售股茂业商业今日上演"地天板"，步步高盘 中上演"地天板"。 4月27日晚，茂业商业发布2025年一季报。报告期内，公司实现营业收入6.41亿元，归属于上 市 ...

Group 1 - The PEEK materials concept saw a significant increase of 5.60%, leading the sector in gains, with 25 stocks rising, including notable performers like Juxailong and Xinhang New Materials, which hit the 20% limit up [1] - The top gainers in the PEEK materials sector included Zhongxin Fluorine Materials with a limit up, and other stocks like Fuheng New Materials and Zhongyan Co., which rose by 15.07%, 9.55%, and 7.92% respectively [1] - Conversely, the stocks that experienced the largest declines included China General Nuclear Power Technology, Shuanglin Co., and Brothers Technology, which fell by 2.96%, 0.92%, and 0.21% respectively [1] Group 2 - The PEEK materials sector attracted a net inflow of 400 million yuan from main funds, with 19 stocks receiving net inflows, and 5 stocks seeing inflows exceeding 30 million yuan [1] - Zhongxin Fluorine Materials led the net inflow with 171 million yuan, followed by Water Co., Xinhang New Materials, and Juxailong with net inflows of 159 million yuan, 129 million yuan, and 52.82 million yuan respectively [1] - The top three stocks by net inflow ratio were Zhongxin Fluorine Materials at 23.56%, Juxailong at 19.87%, and Water Co. at 17.38% [2]

Group 1 - The noise control concept sector increased by 2.20%, ranking 6th among concept sectors, with 14 stocks rising, including Del's shares, Xiangyuan New Materials, and Evergrande High-tech, which rose by 8.52%, 6.97%, and 4.24% respectively [1][2] - The main capital inflow into the noise control concept sector was 4.93 million yuan, with Del's shares receiving the highest net inflow of 15.91 million yuan, followed by Tiansheng New Materials, Weiye Shares, and Guochuang High-tech [2][3] - The net inflow ratios for Weiye Shares, Tiansheng New Materials, and Guochuang High-tech were 11.62%, 9.31%, and 8.07% respectively, indicating strong investor interest in these stocks [3] Group 2 - The noise control concept sector had a total of 14 stocks with varying performance, with some stocks like Longhua Technology, Xinlaifu, and Kairun Shares showing declines of 1.46%, 1.23%, and 0.09% respectively [1][2] - The trading volume and turnover rates for the top stocks in the noise control sector were notable, with Del's shares having a turnover rate of 8.33% and Tiansheng New Materials at 8.18% [3] - The overall market sentiment reflected a mixed performance across various sectors, with some sectors like PEEK materials and dyes showing positive gains while others like supercritical power generation and shipping concepts faced declines [2]

Market Performance - The controllable nuclear fusion concept sector declined by 0.87%, ranking among the top losers in the concept sector, with *ST Lihang hitting the limit down [1] - Among the stocks in this sector, 27 stocks saw price increases, with Xinhongye, Yingliu Co., and HuoDuan Intelligent leading the gains at 6.83%, 3.70%, and 3.20% respectively [1] Capital Flow - The controllable nuclear fusion concept sector experienced a net outflow of 277 million yuan, with 35 stocks seeing net outflows, and 16 stocks with outflows exceeding 10 million yuan [1] - The stock with the highest net outflow was XueRen Co., with a net outflow of 47.1 million yuan, followed by LanShi Heavy Industry, China Energy Construction, and China Nuclear Power with net outflows of 40.3 million yuan, 36.3 million yuan, and 32.4 million yuan respectively [1] Top Gainers and Losers - The top gainers in the controllable nuclear fusion concept sector included Shanghai Electric, HaiLu Heavy Industry, and Yingliu Co., with net inflows of 50.2 million yuan, 31.7 million yuan, and 28.6 million yuan respectively [1][3] - The top losers included XueRen Co. (-3.24%), LanShi Heavy Industry (-5.64%), and China Energy Construction (-0.45%) [2][3]

Group 1 - The core viewpoint of the news indicates that the Artemisinin concept sector experienced a decline of 0.81%, ranking among the top declines in the concept sector [1] - Within the Artemisinin concept sector, major companies such as Kunming Pharmaceutical Group, New Harmony, and Rundu Co., Ltd. saw significant declines, while companies like Baihua Pharmaceutical, China Resources Sanjiu, and Zhejiang Medicine recorded gains of 1.21%, 0.75%, and 0.75% respectively [1] Group 2 - The financial data shows that the Artemisinin concept sector had a net outflow of 96 million yuan, with eight stocks experiencing net outflows, led by Kunming Pharmaceutical Group with a net outflow of 62.05 million yuan [2] - Other companies with notable net outflows include Rundu Co., Ltd. with 11.84 million yuan, Fosun Pharmaceutical with 9.02 million yuan, and Zhejiang Medicine with 6.48 million yuan [2] - Conversely, the stocks with the highest net inflows included Baihua Pharmaceutical and New Harmony, with net inflows of 6.07 million yuan and 1.19 million yuan respectively [2]

上天天基金APP搜索【777】领 98 元券包 ，优选基金10元起投！限量发放！先到先得！ 今年以来，谁是市场最强的人气品种：是"AI+人形机器人"组合，还是新消费？ 今天上午，这两大板块"打了个平手"。早盘阶段，"AI+人形机器人"组合率先走强，其中，人形机器人 板块走势更猛，细分领域PEEK材料板块大涨。 10:30过后，新消费概念开始发力。港股方面，茶饮股走强，古茗上涨4.56%，股价再创历史新高， 蜜雪集团、茶百道、奈雪的茶也都上涨。A股方面，宠物经济、美容护理板块大涨，中宠股份、润 本股份等盘中股价创历史新高。"量贩零食第一股"万辰集团上涨8.25%，股价再创历史新高。 截至上午收盘，上证指数下跌0.03%，深证成指上涨0.09%，创业板指上涨0.05%。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | 3287.45 | 9863.90 | 1935.35 | | -0.96 -0.03% | +8.70 +0.09% | +0.89 +0.05% | | 跌 1459 | | 涨3764 > | | 今日实时成交额6457亿 | | 较上一日此时-701 ...

10:30过后，新消费概念开始发力。港股方面，茶饮股走强，古茗上涨4.56%，股价再创历史 新高，蜜雪集团、茶百道、奈雪的茶也都上涨。A股方面，宠物经济、美容护理板块大涨，中 宠股份、润本股份等盘中股价创历史新高。"量贩零食第一股"万辰集团上涨8.25%，股价再创 历史新高。 今年以来，谁是市场最强的人气品种：是"AI+人形机器人"组合，还是新消费？ 今天上午，这两大板块"打了个平手"。早盘阶段，"AI+人形机器人"组合率先走强，其中，人 形机器人板块走势更猛，细分领域PEEK材料板块大涨。 截至上午收盘，上证指数下跌0.03%，深证成指上涨0.09%，创业板指上涨0.05%。 人形机器人板块大涨 今天上午，人形机器人板块对市场情绪起到明显提振作用。 细分领域PEEK材料板块上午大爆发，涨幅居同花顺概念板块第一，聚赛龙等个股"20CM"涨 停。PEEK材料板块大涨，带动塑料、碳纤维、化学制品等板块走强。 | 成分股 | 星金 | 资金 | 板块分析 | 新闻 | | --- | --- | --- | --- | --- | | ●展开分析 | | 最新 | 涨幅 = | 流通市值 | | 富恒新材 | | ...

证券研究报告 2025 年 4 月 29 日 星期二 【A 股市场大势研判】 市场全天震荡调整，三大指数小幅下跌 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 | 3288.41 | -0.20% | -6.65 | | | 深证成指 | 9855.20 | -0.62% | -61.86 | | | 沪深 300 | 3781.62 | -0.14% | -5.37 | | | 创业板 | 1934.46 | -0.65% | -12.73 | | | 科创 50 | 1002.83 | -0.17% | -1.74 | | | 北证 50 | 1277.03 | -1.78% | -23.16 | | 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 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 银行 | 0.98% ...