沐曦股份这事最近挺火，12月5号正式发行IPO，申购顶格6万元，每签500股，网上那份额可真有限， 外面说一签能赚十万还是二十万，谁都想试试手气，但到底能有多少，这个事儿挺让人琢磨的，后面信 息还有不少，不妨往下看看。 IPO终于定了，一签沐曦股份是10w还是20w？ 有人说半导体行业热得发烫，沐曦股份又是上海那边的头牌之一，这回上市大戏拉开，股民们都盯着 看。 这些年新股发行，尤其是半导体这种原始股，老百姓都盯着，觉得翻倍赚钱的机会不多了，这种热度 下，一签能翻几倍，传言自然就多。 沐曦股份的招股书公开得挺详细，业务方向也明确，承销团队动作麻利，发行节奏紧凑，12月5号发行 一步到位，过了这天就看谁手气好。 | < 厨房 | 涨停龙头 | | | | --- | --- | --- | --- | | 2025-11-27 | | | | | 名称 | 涨停价 | 涨幅 | 所肩 | | 国晟科技 | 10.54 | 10.02% | 太 | | 603778 | | | | | 广济药业 | 10.42 | 10.03% | 幽门螺杆 | | 000952 | | | | | 新金路 | 849 | 9. ...

11月27日，上证指数早盘震荡上扬，午后冲高回落；深证成指、创业板指、科创50指数早盘冲高回 落，午后一度回升，随后再度回落。截至收盘，上证指数报3875.26点，涨0.29%，成交额6985亿元；深 证成指报12875.19点，跌0.25%，成交额10112.75亿元；创业板指报3031.30点，跌0.44%，成交额 4991.06亿元；科创50指数报1310.70点，跌0.33%，成交额618亿元。沪深两市合计成交17097.75亿元， 成交额较上一交易日减少735.52亿元。 有机硅、固态电池等概念走强 金富科技、广济药业(000952)均4连板 Wind统计显示，沪深两市主力资金今日净流出186.22亿元；其中，创业板主力资金净流出94.23亿 元；沪深300成份股主力资金净流出60.4亿元；科创板主力资金净流出0.66亿元。 从行业来看，申万所属的31个一级行业，今日有5个行业主力资金呈现净流入，其中，轻工制造行 业主力资金净流入最多，净流入金额为4.71亿元；行业主力资金净流入居前的还有房地产、食品饮料 等，净流入金额分别为1.82亿元、1.44亿元。26个行业主力资金呈现净流出，其中，计算机行业 ...

Core Insights - Lu Xi Chemical experienced a stock price increase of 2.03% on November 28, reaching 15.05 CNY per share, with a total market capitalization of 28.66 billion CNY [1] - The company has seen a year-to-date stock price increase of 32.72%, with a 3.01% rise over the last five trading days and an 11.65% increase over the last 20 days [1] Financial Performance - For the period from January to September 2025, Lu Xi Chemical reported a revenue of 21.92 billion CNY, reflecting a year-on-year growth of 1.57%, while the net profit attributable to shareholders decreased by 35.03% to 1.02 billion CNY [2] - Cumulative cash dividends since the company's A-share listing amount to 9.89 billion CNY, with 2.17 billion CNY distributed over the last three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 33.15% to 67,500, while the average number of circulating shares per person increased by 49.59% to 28,212 shares [2] - The top ten circulating shareholders include notable entities such as Penghua Zhongzheng Subdivision Chemical Industry Theme ETF and Hong Kong Central Clearing Limited, with significant changes in their holdings [3]

Core Viewpoint - The stock of Hesheng Silicon Industry has experienced fluctuations, with a recent decline of 2.01%, reflecting a challenging market environment and significant changes in financial performance [1][2]. Financial Performance - For the period from January to September 2025, Hesheng Silicon Industry reported a revenue of 15.206 billion yuan, a year-on-year decrease of 25.35% [2]. - The company recorded a net profit attributable to shareholders of -321 million yuan, representing a year-on-year decline of 122.10% [2]. Stock Market Activity - As of November 28, the stock price was 56.11 yuan per share, with a total market capitalization of 66.334 billion yuan [1]. - The stock has seen a year-to-date increase of 1.81%, but has declined by 1.15% over the last five trading days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 50,900, a rise of 14.42% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 12.60% to 23,235 shares [2]. Dividend Distribution - Hesheng Silicon Industry has cumulatively distributed dividends of 5.321 billion yuan since its A-share listing, with 2.366 billion yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the seventh-largest circulating shareholder, holding 9.8906 million shares, a decrease of 4.7133 million shares from the previous period [3]. - Huatai-PB CSI 300 ETF and other institutional investors have also adjusted their holdings, reflecting changes in market sentiment [3].

Group 1 - The core viewpoint of the news is that Hongbai New Materials has experienced a decline in stock price and significant net outflow of funds, despite a year-to-date increase in stock price [1][2] - As of November 28, Hongbai New Materials' stock price was 7.08 CNY per share, with a market capitalization of 4.603 billion CNY [1] - The company has seen a year-to-date stock price increase of 30.63%, with a recent 5-day increase of 10.28% [1] Group 2 - Hongbai New Materials operates in the basic chemical industry, specifically in the segment of other chemical products, with a focus on functional silanes and nano-silicon materials [2] - The company reported a revenue of 1.048 billion CNY for the first nine months of 2025, a year-on-year decrease of 1.56%, and a net profit attributable to shareholders of -72.4758 million CNY, a decrease of 415.41% [2] - The company has a total of 30,100 shareholders as of September 30, with an increase of 8.81% from the previous period [2] Group 3 - Hongbai New Materials has distributed a total of 287 million CNY in dividends since its A-share listing, with 134 million CNY distributed over the past three years [3]

有机硅概念活跃，新亚强触及涨停，晨光新材、新安股份等跟涨。 ...

- The report does not contain any quantitative models or factors - The report focuses on market performance, market sentiment, and capital flow analysis - The report includes detailed statistics on market indices, industry performance, and concept themes[2][6][7][9] - The report provides data on daily limit-up and limit-down stocks, as well as the sealing rate and continuous board rate[12][15] - The report includes information on financing and securities lending balances, ETF premiums and discounts, and block trading discounts[17][21][24] - The report also covers institutional attention and the Dragon and Tiger list, detailing the net inflow and outflow of institutional seats and Northbound funds[28][34][35]

Group 1: ETF Market - The number of billion-yuan ETFs has reached a historical high of 119, with bond ETFs being the mainstream among new entrants [1] - The total market size of ETFs has reached 5.69 trillion yuan, with 1,368 funds in total, and the scale of ETFs above 100 billion yuan accounts for 75% of the total market size [1] Group 2: Robotics Industry - The market for six-dimensional force sensors in humanoid robots is experiencing explosive growth, with a projected shipment of 12,300 units this year, a year-on-year increase of 510.1% [1] - The market is becoming increasingly concentrated, with leading companies holding over 70% market share, specifically Blue Dot Touch Control at 72.6% [1] Group 3: AI/AR Market - The domestic consumer-grade AI/AR market is thriving, with sales increasing by 186% year-on-year in Q3 2025 [2] - The AR market continues to grow, surpassing 129,000 units sold, with all-in-one AR glasses showing a remarkable growth rate of 355% [2] Group 4: Automotive Industry - The automotive industry's sales profit margin dropped to 3.9% in October 2025, the lowest in five years, reflecting a 0.5 percentage point decrease from September [2] - The average sales profit margin for the automotive industry from January to October 2025 is 4.4%, which is better than in 2024 but still at a historical low [2] Group 5: Corporate Developments - ByteDance is reportedly in talks to sell its subsidiary, Shanghai Mutong Technology, to Saudi Arabia's Savvy Games Group, although the deal is not guaranteed [2] - KUKA Group is undergoing bankruptcy restructuring, facing allegations of asset transfer and reliance on high-interest loans [3] - Anta Sports has been rumored to consider acquiring Puma, with potential collaboration with a private equity firm [3] - Vanke's decision to extend debt repayment is seen as a significant shift, indicating a likely move towards debt restructuring [3][4] Group 6: Financial Updates - SoftBank's credit default swap (CDS) has risen to its highest level since April, reflecting investor caution regarding the company's debt-driven growth strategy [4] - Huazhi Jie plans to invest 157 million yuan to establish five wholly-owned subsidiaries, aiming to expand its global strategy in the intelligent robotics and electronic manufacturing sectors [13]

11月27日A股三大指数涨跌不一，截至收盘，沪指涨0.29%报3875.26点，深成指跌0.25%报12875.19点，创业板指跌0.44%报 3031.3点。从板块行情上来看，今日表现较好的是有机硅、汽车芯片和化工原料，而AI语料、远程办公和AI智能体等板块 下跌。 基金经理是一只基金产品最核心的成员，能决定一只基金的投资方向、投资策略以及投资风格，基金经理出色的择时选股 能力和调研预测能力是基金业绩的有力保证，所以基金经理是投资者在选择基金产品时的重要依据；基金经理的变动很大 程度上会影响到基金产品未来的表现，是一个需要特别关注的信息。 | | | 基金代码 | 公告日期 | 变动日期 | 任职状态 | 变动原因说明 | | --- | --- | --- | --- | --- | --- | --- | | | 可期债券C | 025583 | 2025/11/27 | 2025/11/27 | 在职 | 开始任职 | | | 闯期债券A | 025582 | 2025/11/27 | 2025/11/27 | 在职 | 开始任职 | | | RS (ETF-FOF)C | 025837 | 2025 ...

Market Overview - The Shanghai Composite Index closed at 3875.26 points, with an increase of 0.29% and a trading volume of 698.519 billion [1] - The Shenzhen Component Index closed at 12875.20 points, down by 0.25% with a trading volume of 1011.275 billion [1] - The ChiNext Index closed at 3031.30 points, decreasing by 0.44% and a trading volume of 494.735 billion [1] Sector Performance - The consumer electronics sector showed strength, with stocks like Yunzhong Technology and Liande Equipment hitting the daily limit [1] - The lithium battery sector was active, with companies such as Haike New Source and Shida Shenghua also reaching the daily limit [1] - Chip stocks performed well, with multiple stocks including Electronic Science and Technology Chip hitting the daily limit [1] - The short drama game sector weakened, with Huanrui Century hitting the daily limit down [1] - Other sectors with notable performance included organic silicon, CPO, and robotics, while cultivated diamonds and Hainan Free Trade Zone concepts saw declines [1]