Core Viewpoint - The A-share market experienced a significant decline, with the North Securities 50 Index dropping over 6% amid a broader market adjustment, while certain sectors like banking and military defense showed resilience [1] Market Performance - The major indices closed lower, with the Shanghai Composite Index down 0.22%, the Shenzhen Component down 0.72%, and the ChiNext Index down 0.96% [1] - The total trading volume across the two markets exceeded 1.1 trillion yuan, indicating a high level of activity despite the downturn [1] Sector Analysis - The banking, military, and insurance sectors performed well, showing gains even as the overall market declined [1] - The innovative drug sector remained active, suggesting ongoing interest and investment in this area [1] - Conversely, sectors such as solid-state batteries, pet economy, and photolithography experienced the largest declines [1]

Market Overview - On April 3, both Shanghai and Shenzhen stock markets experienced declines with increased trading volume [1] - The aquaculture and logistics sectors saw the highest gains, while the kitchen and bathroom appliances and components sectors faced the largest declines [1] Top Stocks - The top stock by popularity was Hongbaoli (002165), which closed at the daily limit up [1] - Other notable gainers included Zhongyida (600610) and Hangang Co. (600126), while Dawi Technology (600589) was the only stock among the top ten to decline, falling by 0.83% [1] Individual Stock Analysis Hangang Co. (600126) - Hangang Co. saw a significant increase in popularity, with a trading volume reaching 12.45 million, marking one of the highest levels this year [3] - The stock opened lower but experienced a strong rally, nearly hitting the daily limit before a slight pullback, ultimately closing up by 6.36% [3] Kaimete Gas (002549) - Kaimete Gas experienced high volatility, with a trading range exceeding 15% during the day [4] - The stock opened low, surged, and then fell back, ultimately closing unchanged after previously hitting the daily limit for five consecutive trading days [4] - The recent price surge is linked to its involvement in the photolithography gas sector, with products certified by major international companies [4] Weichai Heavy Machinery (000880) - Weichai Heavy Machinery opened lower but rebounded significantly, closing up by 1.94% after a volatile trading session [5] - The stock has shown consistent gains over the past four trading days, reversing a previous downward trend [5] - The increase is attributed to its data center-related products, which have seen substantial sales and revenue growth across various sectors [5]

Group 1 - The recombinant protein concept sector rose by 2.32%, ranking fifth among concept sectors, with 40 stocks increasing in value [1] - Notable gainers in the sector included Xilong Science, which hit the daily limit, and other companies like Maiwei Biotech, Hotgen Biotech, and Zexin Pharmaceutical, which rose by 11.05%, 8.16%, and 7.91% respectively [1] - The sector experienced a net inflow of 354 million yuan from main funds, with 23 stocks receiving net inflows, and six stocks exceeding 10 million yuan in net inflow [2] Group 2 - The top stocks by net inflow included Xilong Science with 282 million yuan, followed by Huabei Pharmaceutical, Borui Pharmaceutical, and Maiwei Biotech with net inflows of 29.71 million yuan, 27.06 million yuan, and 14.97 million yuan respectively [2][3] - Xilong Science led the sector with a net inflow rate of 30.58%, followed by Innotec and Kexing Pharmaceutical with rates of 13.12% and 11.83% respectively [3] - The overall performance of the recombinant protein sector reflects strong investor interest and capital flow, indicating potential growth opportunities within this industry [2][3]

全天成交额增量至1.36万亿元。大盘高开低走，涨跌家数2334:2795。 作者 | 韦三甲 编辑 | 小白 盘后涨停复盘 1月23日，全天成交额增量至1.36万亿元。大盘高开低走，涨跌家数2334:2795。 涨停家数40，昨日39，涨停数量仍然位居低位。同时今天的涨停封板率骤降至52%，涨停排队资金仅 有28.8亿元。 证监会主席吴清早上9点在国新办发布会上表示，《关于推动中长期资金入市工作的实施方案》明确 未来三年公募基金持有A股流通市值每年至少增长10%。对于商业保险资金，力争大型国有保险公司 从2025年起每年新增保费的30%用于投资A股。带动了早市的高开。 电光科技成功晋级，实现24天16板，成为当前市场最高标。相比之下，近日回暖的金奥博也在高开后 一路下跌，午后跌停，接近天地板。 昨日晋级7连板的冀凯股份早盘走势十分挣扎，仅维持一段时间的涨停板后呈现下跌趋势。午后失速 下跌，最终收跌7.77%挑战异动失败。另一只高连板的瀛通通讯今日也在高开后一路下行，惨遭跌 停。 今日，保险和银行板块涨幅靠前，符合会议方向。 大金融板块中，还有华林证券、天茂集团和海欣股份涨停，分别代表了券商、保险、多元金融板块 ...