作者 | 一财 阿驴 11:31 A股午盘丨创业板指半日跌超3% 截至午盘，沪指跌1.88%，深成指跌2.72%，创业板指跌3.18%。 2025.11. 21 本文字数：1100，阅读时长大约2分钟 盘面上，锂电池产业链全线下挫；算力硬件题材集体回调，存储器、CPO方向领跌；光伏、英伟 达、稳定币、消费电子、半导体概念股跌幅靠前。 | 板块名称 | 涨幅金 | 涨速 | - GK | | --- | --- | --- | --- | | 能源金属 | -8.61% | -0.07% | | | 申湘 | -6.09% | -0.00% | | | 钛白粉概念 | -5.51% | -0.06% | | | 盐湖提锂 | -5.48% | -0.02% | | | 金属钻 | -5.28% | -0.03% | | | 硅能源 | -5.17% | -0.02% | | | 有机硅概念 | -5.16% | +0.04% | | | 小金属概念 | -5.09% | -0.02% | | | 钠离子电池 | -5.08% | +0.01% | | | 小会属 | -5.07% | -0.03% | | | ...

| 代码 | 名标 | | | 涨幅%↑ | 最新 | 涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 861520 | 微盘股 | 1 | | -3.76 | 3217.48 | -125.64 | | 932000 | 中证2000 | 2 | | -3.22 | 2968.05 | -98.72 | | 899050 | 北证50 | 1 | | -3.14 | 1400.18 | -45.36 | | 000698 | 科创100 | 1 | 喜 | -3.04 | 1313.05 | -41.15 | | 399006 | 创业板指 | 2 | 看 | -2.89 | 2954.56 | -87.78 | | 000852 | 中证1000 | 1 | 1 | -2.84 | 7132.20 | -208.21 | | 399001 | 深证成指 | | 章 | -2.62 | 12640.67 | -340.15 | | 000688 | 科创50 | 1 | 0 | -2.53 | 1294.58 | -33.60 | | 800000 | ...

Core Viewpoint - The storage chip sector has collectively weakened, with significant declines in stock prices for several companies, indicating a bearish trend in the industry [1] Company Performance - Demingli and Dawi Co. both hit the daily limit down, reflecting severe market reactions [1] - Purun Co. and Jiangbolong opened more than 10% lower, suggesting a negative market sentiment towards these stocks [1] - Other companies such as Shannon Chip, Space Technology, Baiwei Storage, and Beijing Junzheng also experienced declines, indicating a widespread downturn in the sector [1]

Market Overview - A total of 39 stocks reached the daily limit up today, with 8 stocks on consecutive limit up and 32 stocks failing to maintain the limit, resulting in a limit up rate of 55% (excluding ST and delisted stocks) [1] Key Stocks - HeFu China resumed trading and achieved a limit up for the 13th time in 15 days [1][20] - Zhongshui Fishery advanced to a 5-day consecutive limit up [1][20] - Rongji Software, an AI application stock with Fujian attributes, achieved a 4-day consecutive limit up [1][20] Sector Performance Real Estate Sector - The real estate sector saw several stocks hitting the limit up, including: - Wo Ai Wo Jia with a limit up of 10.03% [6] - Shi Lian Hang with a limit up of 10.16% [6] - San Liu Wu Wang with a limit up of 20.00% [6] - Fu Xing Shares with a limit up of 10.16% [6] - From January to October, the nationwide second-hand housing transaction area increased by 4.7% year-on-year, with second-hand housing accounting for 44.8% of total transactions [5] AI Applications - Stocks related to AI applications performed well, with: - Rongji Software achieving a 4-day consecutive limit up [10] - Wan Tong Technology hitting a limit up of 10.04% [16] Chip Industry - The chip industry is highlighted by the upcoming seminar on advanced technologies and applications in photolithography and integrated circuit materials [17] Other Notable Stocks - Guofeng New Materials achieved a 2-day consecutive limit up of 10.04% due to its involvement in photolithography [18] - Hainan Haiyao reached a 5-day consecutive limit up of 10.00% related to cold medicine [12]

格隆汇11月20日丨沃特股份(002886.SZ)在投资者互动平台表示，公司材料产品在存储芯片领域可用于 存储连接器和半导体制程装备。 ...

格隆汇11月20日丨沃特股份(002886.SZ)在投资者互动平台表示，公司材料产品在存储芯片领域可用于 存储连接器和半导体制程装备。 ...

Group 1 - The article highlights significant announcements in the stock market, including "suspensions and resumption of trading, shareholding changes, investment wins, acquisitions, performance reports, unlocks, and high transfers" to help investors identify investment hotspots and mitigate risks [1] - A company has delivered its first advanced lithography equipment order, with stable application of storage products on SK Hynix's production line, indicating progress in the storage chip and third-generation semiconductor sectors [1] - Another company, backed by the National Integrated Circuit Industry Investment Fund and involved in state-owned enterprise reform, anticipates strong growth in its flash memory business over the next few years [1] - A company has launched an AI computing terminal aimed at the robotics sector, in collaboration with Huawei, and is also involved in autonomous driving and partnerships with Nvidia [1]

Core Viewpoint - The company, Wavelength Optoelectronics (301421.SZ), primarily focuses on optical components, component series, optical system solutions, and detection design tools, and does not have any production equipment related to storage chips [1] Group 1 - The main business of the company includes optical components and systems [1] - The company does not engage in the production of storage chips [1]

中国基金报记者 泰勒 兄弟姐妹们啊，今天的市场，走势颇为震荡，一起看看发生了什么事。 【导读】A股震荡，水产股直线涨停 | 代码 | 名称 | | 涨幅% | 现价 | | --- | --- | --- | --- | --- | | 300589 江龙船艇 | | R | 20.03 | 19.18 | | 300123 | 亚光科技 | 1 R | 19.93 | 7.28 | | 300008 | 天海防务 | . R | 14.16 | 7.82 | | 601890 | 亚星锚链 | R | 10.02 | 10.65 | | 000547 | 航天发展 | R | 10.01 | 12.53 | | 600682 | 中船防务 | R | 10.00 | 28.93 | | 300600 | 国瑞科技 | | 8.71 | 17.10 | | 300810 | 中科海讯 | | 7.21 | 41.92 | | 688543 | 国科学 | ન્દ્ | 6.94 | 53.00 | | 301327 | 北方长龙 | R | 6.70 | 165.80 | | 300397 | 天和防务 | ...

南方财经11月19日电，尾盘存储芯片概念局部异动，朗科科技涨超10%，德明利、同有科技、航宇微、 兆易创新、香农芯创等冲高。消息面上，继DRAM大幅涨价后，闪存(Flash)也全面涨价。据CFM闪存市 场最新报价，11月19日，Flash Wafer(闪存晶圆)价格全面上涨，最高涨幅38.46%。 ...