12月11日沪指下跌0.70%，市场两融余额为25079.82亿元，较前一交易日减少63.07亿元。 证券时报·数据宝统计显示，截至12月11日，沪市两融余额12690.28亿元，较前一交易日减少16.81亿 元；深市两融余额12312.44亿元，较前一交易日减少47.61亿元；北交所两融余额77.09亿元，较前一交 易日增加1.35亿元；深沪北两融余额合计25079.82亿元，较前一交易日减少63.07亿元。 分行业看，申万所属行业中，融资余额增加的行业有10个，增加金额最多的行业是农林牧渔，融资余额 增加4.59亿元；其次是商贸零售、轻工制造行业，融资余额分别增加3.88亿元、1.92亿元。 具体到个股来看，融资余额出现增长的股票有1716只，占比45.72%，其中，244股融资余额增幅超过5% 。融资余额增幅最大的是大鹏工业，该股最新融资余额1938.20万元，较前一交易日增幅达89.39%；股 价表现上，该股当日上涨25.85%，表现强于沪指；融资余额增幅较多的还有常辅股份、再升科技，融 资余额增幅分别为44.22%、43.97%。 融资余额增幅前20只个股中，从市场表现来看，平均上涨4.49%，涨幅 ...

两融余额接连两日刷新历史纪录，12月10日创出历史新高2.5143万亿元，占A股流通市值的比例为 2.60%。继10月29日首度突破2.5万亿元之后，两融余额在12月9日和12月10日接连创出新高。其中，12 月10日融资余额为2.4964万亿元，当日净流入35.10亿元。 10日，通信、国防军工、银行、电力设备、有色金属等行业获得杠杆资金大笔净买入，而电子、计算 机、汽车等行业遭杠杆资金大笔净流出。个股方面，新易盛、中际旭创、菲利华、招商银行等股票获得 融资客青睐，而摩尔线程、胜宏科技、天孚通信、厦门钨业、寒武纪-U等股票遭到融资资金大笔净卖 出，其中摩尔线程遭融资资金净卖出逾9亿元。 12月11日盘中，摩尔线程股价站上800元关口，再创上市以来新高。截至发稿，该股涨超10%，报 808.66元，总市值达3801亿元。 摩尔线程前一日遭融资资金净卖出逾9亿元 记者｜黄思瑜 编辑｜心一 ...

净流入余额接连两日刷新历史纪录，12月10日创出历史新高2.5143万亿元，占A股流通市值的比例为 2.60%。继10月29日首度突破2.5万亿元之后，两融余额在12月9日和12月10日接连创出新高。其中，12 月10日融资余额为2.4964万亿元，当日净流入35.10亿元。10日，通信、国防军工、银行、电力设备、有 色金属等行业获得杠杆资金大笔净买入，而电子、计算机、汽车等行业遭杠杆资金大笔净流出。个股方 面，新易盛、中际旭创、菲利华、招商银行等股票获得融资客青睐，而摩尔线程、胜宏科技、天孚通 信、厦门钨业、寒武纪-U等股票遭到融资资金大笔净卖出，其中摩尔线程遭融资资金净卖出逾9亿元。 （第一财经记者 黄思瑜） ...

（文章来源：第一财经） 两融余额接连两日刷新历史纪录，12月10日创出历史新高2.5143万亿元，占A股流通市值的比例为 2.60%。继10月29日首度突破2.5万亿元之后，两融余额在12月9日和12月10日接连创出新高。其中，12 月10日融资余额为2.4964万亿元，当日净流入35.10亿元。10日，通信、国防军工、银行、电力设备、有 色金属等行业获得杠杆资金大笔净买入，而电子、计算机、汽车等行业遭杠杆资金大笔净流出。个股方 面，新易盛、中际旭创、菲利华、招商银行等股票获得融资客青睐，而摩尔线程、胜宏科技、天孚通 信、厦门钨业、寒武纪-U等股票遭到融资资金大笔净卖出，其中摩尔线程遭融资资金净卖出逾9亿元。 ...

12月8日沪指上涨0.54%，市场两融余额为25005.15亿元，较前一交易日增加188.39亿元。 证券时报·数据宝统计显示，截至12月8日，沪市两融余额12664.27亿元，较前一交易日增加82.81亿元； 深市两融余额12265.26亿元，较前一交易日增加104.97亿元；北交所两融余额75.62亿元，较前一交易日 增加0.62亿元；深沪北两融余额合计25005.15亿元，较前一交易日增加188.39亿元。 分行业看，申万所属行业中，融资余额增加的行业有31个，增加金额最多的行业是电子，融资余额增加 55.56亿元；其次是有色金属、非银金融行业，融资余额分别增加23.26亿元、12.61亿元。 具体到个股来看，融资余额出现增长的股票有2045只，占比54.50%，其中，313股融资余额增幅超过5% 。融资余额增幅最大的是瑞星股份，该股最新融资余额280.65万元，较前一交易日增幅达157.46%；股 价表现上，该股当日下跌1.27%，表现弱于沪指；融资余额增幅较多的还有致尚科技、天力复合，融资 余额增幅分别为116.55%、72.53%。 融资余额增幅前20只个股中，从市场表现来看，平均上涨4.65%， ...

| 日期 | 两融余额 | 两融余额环比增 | 融资余额 | 融资余额环比增 | 融券余额 | 融券余额环比增 | | --- | --- | --- | --- | --- | --- | --- | | | （亿元） | 减（亿元） | （亿元） | 减（亿元） | （亿元） | 减（亿元） | | 2025.12.05 | 24816.76 | -21.94 | 24641.11 | -23.78 | 175.65 | 1.84 | | 2025.12.04 | 24838.69 | 12.77 | 24664.89 | 13.00 | 173.81 | -0.22 | | 2025.12.03 | 24825.92 | -38.62 | 24651.89 | -37.13 | 174.03 | -1.48 | | 2025.12.02 | 24864.54 | 21.43 | 24689.03 | 21.94 | 175.51 | -0.51 | | 2025.12.01 | 24843.11 | 107.33 | 24667.08 | 102.08 | 176.02 | 5.25 | ETF交易方面 ...

Group 1 - The total margin balance in A-shares is 24,816.76 billion yuan, a decrease of 21.94 billion yuan from the previous trading day, accounting for 2.57% of the A-share circulating market value [1][2] - The trading volume of margin financing and securities lending on that day was 1,794.53 billion yuan, an increase of 249.10 billion yuan from the previous trading day, representing 10.30% of the total A-share trading volume [1][2] Group 2 - Among the 31 primary industries in Shenwan, 11 industries experienced net financing inflows, with the computer industry leading with a net inflow of 999 million yuan [2] - Other industries with significant net financing inflows include defense and military, machinery and equipment, banking, non-banking financials, and agriculture, forestry, animal husbandry, and fishery [2] Group 3 - A total of 25 stocks had net financing inflows exceeding 100 million yuan, with Moer Thread leading at 1,701.21 million yuan [3][4] - Other notable stocks with high net financing inflows include Tianfu Communication, Guiding Compass, Dongfang Wealth, Shengtun Mining, Tonghuashun, Siling Co., International Composite Materials, Aerospace Power, and Industrial Securities [3][4]

Group 1 - As of December 3, the margin trading balance in A-shares is 24,825.92 billion yuan, a decrease of 38.62 billion yuan from the previous trading day, accounting for 2.60% of the A-share circulating market value [1][2] - The margin trading transaction amount on the same day is 1,614.91 billion yuan, an increase of 53.15 billion yuan from the previous trading day, representing 9.58% of the total A-share transaction amount [1][2] Group 2 - Among the 31 primary industries in Shenwan, 10 industries experienced net financing inflows, with the communication industry leading with a net inflow of 9.27 billion yuan [2] - Other industries with significant net financing inflows include non-ferrous metals, banking, food and beverage, national defense and military industry, and light industry manufacturing [2] Group 3 - A total of 17 stocks received net financing inflows exceeding 1 billion yuan, with Industrial Fulian leading at 8.17 billion yuan [3] - Other notable stocks with high net financing inflows include China Uranium Industry, Tianfu Communication, ZTE Corporation, Shanghai Hanxun, Tongyu Communication, Huaying Technology, Northern Rare Earth, Jereh Holdings, and Cambridge Technology [3][4]

证券时报·数据宝统计显示，截至12月3日，沪市两融余额12587.50亿元，较前一交易日减少18.56亿元； 深市两融余额12163.17亿元，较前一交易日减少19.78亿元；北交所两融余额75.25亿元，较前一交易日 减少0.28亿元；深沪北两融余额合计24825.92亿元，较前一交易日减少38.62亿元。 12月3日沪指下跌0.51%，市场两融余额为24825.92亿元，较前一交易日减少38.62亿元。 分行业看，申万所属行业中，融资余额增加的行业有10个，增加金额最多的行业是通信，融资余额增加 9.27亿元；其次是有色金属、银行行业，融资余额分别增加6.52亿元、5.17亿元。 具体到个股来看，融资余额出现增长的股票有1642只，占比43.79%，其中，157股融资余额增幅超过5% 。融资余额增幅最大的是精创电气，该股最新融资余额602.86万元，较前一交易日增幅达89.52%；股价 表现上，该股当日下跌19.80%，表现弱于沪指；融资余额增幅较多的还有通宇通讯、华映科技，融资 余额增幅分别为76.58%、44.39%。 融资余额增幅前20只个股中，从市场表现来看，平均上涨3.04%，涨幅居前的有绿岛风 ...

Core Insights - The total margin balance in the market has reached 24,864.54 billion yuan, marking an increase for six consecutive trading days, with a total increase of 27.785 billion yuan during this period [1] - The electronic industry has seen the largest increase in margin balance, with an increase of 12.611 billion yuan, followed by the communication and machinery equipment sectors [1][2] - A total of 135 stocks have seen their margin balances increase by over 1 billion yuan, with New Yisheng leading with an increase of 3.122 billion yuan [6][7] Margin Balance Overview - The margin balance for the Shanghai and Shenzhen markets is 24,864.54 billion yuan, with financing balance at 24,689.03 billion yuan [1] - The Shanghai market's margin balance is 12,606.06 billion yuan, while the Shenzhen market's balance is 12,182.95 billion yuan [1] - The North Exchange's margin balance is 755.3 million yuan, showing a slight decrease [1] Industry Performance - Among the 31 industries, 22 have seen an increase in financing balance, with the electronic industry leading [1] - The communication industry has the highest percentage increase in financing balance at 6.69%, followed by the electronic and real estate sectors at 3.61% and 2.73%, respectively [1][2] - Industries with decreased financing balances include non-bank financials and public utilities [1] Individual Stock Performance - 23 stocks have seen their financing balances increase by over 50%, with Dapeng Industrial showing the highest increase of 269.52% [4][5] - The computer industry has the most stocks with significant increases, totaling 7, followed by the automotive and machinery equipment sectors [4] - The average stock price of those with increased financing balances rose by 13.02% during the same period [4] Notable Stocks with Increased Financing - New Yisheng has the highest increase in financing balance at 3.122 billion yuan, with a growth rate of 21.02% [6][7] - Other notable stocks include Zhongji Xuchuang and Shenghong Technology, with increases of 1.974 billion yuan and 1.347 billion yuan, respectively [6][7] - Stocks with significant percentage increases in financing balance include Dapeng Industrial and Fusa Technology, with increases of 269.52% and 203.68% [5][6]