港股三大指数午后持续拉升转涨，全天呈现低开高走的单边行情，市场情绪持续回升。截止收盘，恒生指数涨0.58%再度站上26000点，国企指数、恒生科 技指数分别上涨1.01%及0.84%。本周，恒指累涨0.87%，国指累涨0.75%，恒生科技指数累涨1.13%。 | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | 5日涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 800000 | TURES AND 恒生指数 | @ | 26085.08 | +149.18 | 0.58% | 0.87% | | 800100 | 国企指数 | | 9198.30 | +91.82 | 1.01% | 0.75% | | 800700 | 恒生科技指数 | | 5662.46 | +47.03 | 0.84% | 1.13% | 盘面上，午后大部分权重科技股拉升上涨，尤其是百度午后开盘直线涨近8%收涨5%；同时大金融股(保险、银行、券商)拉升助力大市上行，金融监管总局 调整保险公司投资相关股票的风险因子，保险股涨幅最为明显；铜、铝、黄金等有色金属股继续活跃；新 ...

2025.12. 05 本文字数：1079，阅读时长大约2分钟 作者 | 一财 阿驴 11:31 A股午盘丨创业板指半日涨0.47% 截至午盘，沪指涨0.08%，深成指涨0.39%，创业板指涨0.47%。 盘面上，CPO概念股爆发，福建本地股反复活跃，超导、特高压、6G、光伏指数涨幅居前。摩尔线 程概念股走低，银行、地产、医药行业跌幅靠前。 | 板块名称 | 涨幅 | 涨速 | 涨停数 | | --- | --- | --- | --- | | 工业金属 | +3.13% -0.10% | | 2 | | 贵金属 | +3.12% -0.13% | | = | | 光纤概念 | +3.06% | -0.18% | L | | 超导概念 | +2.93% | -0.07% | 2 | | 福建 | +2.70% | -0.00% | 14 | | 福建自贸区 | +2.66% -0.01% | | 8 | | 可控核聚变 | +2.49% -0.07% | | મા | | 电网设备 | +2.41% -0.08% | | 3 | | 共封装光学(CPO) | +2.40% | -0.21% | 15 | | ...

Group 1: Industrial Mother Machine Sector - The industrial mother machine sector shows a positive trend with a total index increase of 1.29% to 1754.21 [2] - Key stocks in this sector include: - GuoJi Heavy Industry (601399) with a price of 4.63, up by 9.98% and 42.46% over the past five days [2] - China First Heavy Industries (601106) at 3.42, also up by 9.97% and 13.62% over the last five days [2] - Weihong Co., Ltd. (300508) at 38.12, increasing by 9.29% and 10.05% in five days [2] - Other notable performers include: - Yuhuan CNC (002903) at 24.54, up by 6.70% [2] - Ruineng Technology (603933) at 30.40, with a 5.89% increase [2] Group 2: Brain-Computer Interface Sector - The brain-computer interface sector experienced significant activity, highlighted by the upcoming "Brain Link World, Intelligence Gathering in Shanghai" conference scheduled for December 4-5, 2025 [3] - Key stocks in this sector include: - Dineike (300884) with a price of 16.82, up by 14.34% and 18.09% over the past five days [3] - Nanjing Panda (600775) at 12.55, increasing by 9.99% and 13.78% [3] - Chengyitong (300430) at 18.99, up by 3.94% [3] - Other stocks showing positive movement include: - Beiyikang (920199) at 34.70, up by 3.89% [3] - Innovation Medical (002173) at 22.29, with a 3.05% increase [3]

Group 1 - Major technology stocks, large financial institutions, and state-owned enterprises are underperforming, contributing to market decline, with Baidu dropping over 7% last Friday and nearly 3% again [1] - The aluminum, copper, and gold sectors are experiencing declines, alongside biopharmaceuticals, Apple-related stocks, building materials, cement, brain-computer interface concepts, and domestic real estate stocks [1] Group 2 - Lithium carbonate futures hit the upper limit, with lithium mining stocks rising against the trend, while military stocks showed significant gains, with China Shipbuilding Defense rising by nearly 9% [3] - Consumer stocks, including dairy products and three-child policy-related stocks, are performing actively, with slight increases in China Feihe and Mengniu Dairy [3] Group 3 - The Hong Kong stock market indices are showing weak performance, with the Hang Seng Index down 0.71% to 26,384 points, the Hang Seng China Enterprises Index down 0.74% to 9,328 points, and the Hang Seng Tech Index down 0.96% to 5,756 points, marking two consecutive days of decline [4]

Market Performance - The Hong Kong stock market indices showed weak performance, with the Hang Seng Index down 0.71% to 26,384 points, the Hang Seng China Enterprises Index down 0.74% to 9,328 points, and the Hang Seng Tech Index down 0.96% to 5,756 points, marking a consecutive decline for two days [1] Sector Performance - Major sectors such as large technology stocks, large financials (banks, insurance, brokerage), and state-owned enterprises dragged the market down, with Baidu falling nearly 3% after a previous drop of over 7% [1] - The non-ferrous metals sector, including aluminum, copper, and gold, experienced declines, while biopharmaceutical stocks, Apple concept stocks, building materials, brain-computer interface concept stocks, and domestic real estate stocks also fell [1] Notable Movements - Conversely, lithium carbonate futures hit the daily limit, leading lithium mining stocks to rise against the trend, while military industry stocks saw significant gains, with China Shipbuilding Industry Corporation rising by 9% at one point [1] - Consumer stocks, including dairy and three-child policy concept stocks, showed active performance, with China Feihe and Mengniu Dairy experiencing slight increases [1] - The number of flights from mainland China to Japan significantly decreased, resulting in airline stocks opening lower but recovering during the day [1]

Market Performance - The three major A-share indices collectively rebounded today, with the Shanghai Composite Index rising by 0.63% to close at 3863 points, the Shenzhen Component Index increasing by 0.98%, and the ChiNext Index up by 1.98% [1] - The total market turnover was 1.75 trillion yuan, a decrease of 203.1 billion yuan compared to the previous trading day, with over 4000 stocks rising [1] Sector Performance - The cultivated diamond sector saw explosive growth, with stocks like Huanghe Xuanfeng, Sifangda, and Hengsheng Energy hitting the daily limit [1] - The coal sector experienced significant gains, with stocks such as Baotailong, Zhengzhou Coal Electricity, and Baotai Group also reaching the daily limit [1] - Gas stocks rose, with Guo Xin Energy hitting the daily limit [1] - The CPO concept was active, with Cambridge Technology hitting the daily limit [1] - Other sectors with notable gains included F5G concept, robotics, digital watermarking, and brain-computer interface [1] - Conversely, precious metals and gold concepts saw significant declines, with Hunan Silver and Western Gold hitting the daily limit down [1] - The jewelry sector declined, with Cuihua Jewelry dropping over 8% [1] - The rare earth permanent magnet sector weakened, led by Xinlaifu [1] - Other sectors with notable declines included small metals, genetically modified products, and pork and chicken concepts [1] Index Performance - Shanghai Composite Index: 3863.89 (+24.14, +0.63%) [1] - Shenzhen Component Index: 12813.21 (+124.27, +0.98%) [1] - ChiNext Index: 2993.45 (+58.09, +1.98%) [1] - Other indices such as the Sci-Tech 50, CSI 300, and CSI 500 also showed positive movements [1]

Market Overview - The A-share market saw a collective rebound in the three major indices, with the Shanghai Composite Index rising by 0.69% to 3866.09 points, the Shenzhen Component Index increasing by 1.38%, and the ChiNext Index up by 2.49% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 11,709 billion yuan, a decrease of 181 billion yuan compared to the previous day, with over 4,200 stocks in the market experiencing gains [1] Sector Performance - The CPO concept stocks surged, with Cambridge Technology and Jingwang Electronics hitting the daily limit, while Tianfu Communication and Zhongji Xuchuang rose over 8%. Institutional research indicates a continuous increase in demand for 1.6T optical modules [2] - The brain-computer interface sector was active, with Innovation Medical hitting the daily limit and Dineike rising over 11%. The world's first customized brain-computer interaction magnetic resonance platform was launched in Tianjin [2] - The coal mining and processing sector maintained its strong performance, with Dayou Energy achieving six consecutive daily limits, and both Baotailong and Yunmei Co. hitting the daily limit [2] - The robotics sector also saw strength, with multiple stocks such as Xingyu Wangda, CITIC Heavy Industries, and Dayang Electric hitting the daily limit. Three Flowers Intelligent Control rose nearly 7%, and UBTECH received a large order of 126 million yuan, with institutions optimistic about the multi-robot sector in Q4 [2] Declines in Other Sectors - Gold stocks experienced a collective pullback, with Hunan Silver and Baiyin Youse hitting the daily limit, and Xibu Gold falling over 8%. Spot gold prices briefly dropped below 4,220 USD per ounce [3] - Some bank stocks declined, with Yunan Bank and Shanghai Pudong Development Bank falling over 2% [3]

Market Overview - The A-share market saw a collective rebound in the three major indices, with the Shanghai Composite Index rising by 0.69% to 3866.09 points, the Shenzhen Component Index increasing by 1.38%, and the ChiNext Index up by 2.49% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 11,709 billion yuan, a decrease of 181 billion yuan compared to the previous day, with over 4,200 stocks rising across the market [1] Sector Performance - The CPO (Cloud-based Processing Operations) concept stocks surged, with Cambridge Technology and Jingwang Electronics hitting the daily limit, and Tianfu Communication and Zhongji Xuchuang rising over 8%. Institutional research indicates a continued increase in demand for 1.6T optical modules [1] - The brain-computer interface sector was active, with Innovation Medical hitting the daily limit and Dineike rising over 11%. The world's first customized brain-computer interaction magnetic resonance platform was launched in Tianjin [1] - The coal mining and processing sector maintained its strong performance, with Dayou Energy achieving six consecutive daily limits, and both Baotailong and Yunmei Co. hitting the daily limit [1] - Robotics stocks showed strength, with multiple stocks including Xingyu Wangda, CITIC Heavy Industries, and Dayang Electric hitting the daily limit. Sanhua Intelligent Control rose nearly 7%, and UBTECH received a large order of 126 million yuan, with institutions optimistic about the humanoid robot sector in Q4 [1] Other Notable Movements - Gold stocks experienced a collective pullback, with Hunan Silver and Silver Nonferrous Metals hitting the daily limit, and Western Gold falling over 8%. Spot gold prices briefly dropped below 4,220 USD per ounce [1] - Some bank stocks declined, with Yunnan Agricultural Bank and Shanghai Pudong Development Bank both falling over 2% [1]

Market Performance - The Hong Kong stock market indices continued to rise, with the Hang Seng Tech Index increasing by 1.91%, while the Hang Seng Index and the Hang Seng China Enterprises Index rose by 0.43% and 0.6% respectively, indicating a sustained recovery in market sentiment [1] Technology Sector - Major technology stocks performed well, with JD.com rising over 6%, Baidu increasing by 4.35%, Xiaomi up by 3.6%, Kuaishou nearly 3%, Tencent up by 1.46%, and Alibaba and Meituan also showing gains [1] Copper and Metals - A supply tightness due to an accident at the world's second-largest copper mine led to a rise in copper prices, significantly boosting metal stocks. China Molybdenum surged by 25%, while other companies like China Nonferrous Mining and Minmetals Resources also saw strong gains, with Zijin Mining reaching a historical high [1] Automotive Sector - The automotive sector saw a boost, driven by the strong performance of Chery's IPO, with companies like Leap Motor, Xpeng, and NIO all experiencing increases [1] Semiconductor and Construction - Semiconductor stocks continued to perform well, alongside active movements in the steel, building materials, and high-speed rail infrastructure sectors [1] Underperforming Sectors - Conversely, the home appliance and banking sectors showed weak performance, with Hisense Home Appliances dropping over 5%, Haier Smart Home down nearly 4%, and major banks like China Merchants Bank, Industrial and Commercial Bank of China, and Postal Savings Bank of China all declining by 2% [1]

Market Performance - The Hong Kong stock market opened higher but experienced a brief decline before recovering near midday, reaching new short-term highs [1] - As of midday, the Hang Seng Index rose by 0.07%, the Hang Seng China Enterprises Index increased by 0.1%, and the Hang Seng Tech Index gained 0.39% [1] Sector Performance - Major technology stocks mostly showed an upward trend, with Meituan rising over 2%, NetEase nearly 2%, Baidu and Xiaomi up by 1%, while Tencent remained positive and JD.com fell over 1% [1] - Biopharmaceutical stocks saw significant gains, with Yaojie Ankang soaring over 47% and Tongyuan Kang Pharmaceutical rising over 37% [1] - Brain-computer interface concept stocks surged, with Brain Dynamics leading with a rise of over 42% [1] - Other sectors such as sports goods, tourism, solar energy, aviation, automotive, and dining stocks generally performed well [1] Weak Performers - Conversely, gold stocks, which had been rising, led a decline in the non-ferrous metal sector, while internet healthcare, paper, Apple concept stocks, Chinese brokerage firms, insurance, domestic property, home appliances, and oil stocks showed weak performance [1] New Listings - Hesai Technology, described as a "global leader in lidar," saw its stock rise over 10% on its first day of trading [1]