最近流动性问题有所缓解，A股又支棱起来了。 以今天为例，消费股（海南自贸概念）、资源股（贵金属+能源金属+小金属）、科技股（半导体+通信 设备+电机），三线发力，将大A又带回到了3900点之上。 在上一篇文章中，咱们分析过，历史上人民币升值周期里，消费股和周期股的机会最大，历史上几乎从 不缺席。 除了保险外，清一色的消费板块。 今天，海南自贸概念的涨幅再次一骑绝尘，显示市场对消费股的共识已经被充分调动起来。 这周末，海南封关的消息刷遍了网络，毫无疑问，这是近几年的国家区域政策中最大的一次红利。 那么，海南封关最大的红利机会又是什么呢？ 第一，是免税消费； 第二，是以此为契机带来的消费人流增长。 而消费股的机会，则是跟当期的政策效应是紧密相关的。 2017年有家电下乡，2021年有新能源车以旧换新，2022-2023年的跨年行情则是有疫情优化政策的释 放。 从上周行业板块涨幅来看，消费股跑赢大市的趋势已经逐渐明显—— 按东财的数据，上周5个交易日，涨幅前七的行业板块分别是：商业百货、医药商业、食品饮料、保 险、房地产服务、旅游酒店、教育。 免税是相关政策中最核心的点，直接带来进口奢侈品、高价商品的消费价格大幅下 ...

12月22日，A股三大股指高开高走，全天高位震荡，截止收盘，沪指涨0.69%报3917.36点，深成指涨1.47%报13332.73点，创业板指涨2.23%报3191.98点， 科创50指数涨2.04%报1335.25点；沪深两市成交额1.86万亿，全市场超2900只个股上涨。 二、涨跌停温度 三、涨跌家数 从板块来看，海南自贸概念全线爆发，海汽集团、海南海药等近20股涨停。算力硬件概念表现活跃，新易盛再创历史新高，长飞光纤4天3板。机器人概 念股午后拉升，首开股份、卧龙电驱等多股涨停。商业航天概念反复走强，神剑股份回封涨停。 今日全市场共80股涨停，连板股总数16只，32股封板未遂，封板率为71%（不含ST股、退市股）。 一、板块异动 | | | 全融界股员的工作公司 | | | --- | --- | --- | --- | | 代码 | 简称 | 最大大 被 几天几板 | 原因 | | | | 图成 | | | 002163 | 海南发展 | 9:30 | 2 免税注入预期+海南 | | 203069 | 海汽集团 | 9:31 | 2 拟收购海旅免税+海南 | | 002596 | 瘦肉垢菜 | 9: ...

龙虎榜方面，商业航天概念今日持续活跃，天银机电获两家机构买入6544万，遭三家机构卖出6487万，一家实力游资（国泰海通证券成都北一环路）卖出 7062万；通宇通讯获一家实力游资（中国银河证券大连黄河路）买入9021万，却遭两家机构卖出1.2亿。 一、沪深股通前十大成交 今日沪股通总成交金额为810.44亿，深股通总成交金额为1011.17亿。 | | | 沪股通(12月22日 ) | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 601899 | 三角地,不 | 14.03 | | 2 | 688256 | 其武纪 | 13.68 | | 3 | 600900 | 长江电力 | 12.01 | | 4 | 601138 | 工业富联 | 11.27 | | 5 | 603799 | 华友钻业 | 10.44 | | 6 | 688041 | 海光信息 | 10.09 | | 7 | 603986 | 兆易创新 | 9.72 | | 8 | 666809 | 洛阳铝业 | 9.44 | | 9 | 603259 | 药明康德 ...

Summary of Key Points Core Viewpoint - The trading volume of the Shanghai and Shenzhen Stock Connect reached a total of 182.16 billion yuan, with Zijin Mining and Zhongji Xuchuang leading in individual stock trading volume. The communication sector saw the highest net inflow of funds, while the banking ETF experienced a significant reduction in shares over the past three weeks [1][2][12]. Trading Volume - The total trading amount for the Shanghai Stock Connect was 81.04 billion yuan, while the Shenzhen Stock Connect totaled 101.12 billion yuan [2]. Top Trading Stocks - In the Shanghai Stock Connect, Zijin Mining topped the list with a trading volume of 14.03 billion yuan, followed by Cambricon Technologies at 13.68 billion yuan and Yangtze Power at 12.01 billion yuan [3]. - In the Shenzhen Stock Connect, Zhongji Xuchuang led with a trading volume of 5.193 billion yuan, followed by CATL at 2.668 billion yuan and Newray at 2.540 billion yuan [3]. Sector Performance - The communication sector had the highest net inflow of funds at 7.098 billion yuan, followed by the electronics sector with 5.699 billion yuan. In contrast, the computer sector saw the largest net outflow at -2.295 billion yuan [6][7]. ETF Trading - The top ETF by trading volume was the A500 ETF from Huatai-PB, with a trading amount of 13.747 billion yuan, showing a 2.86% increase from the previous trading day [8]. - The China Securities A500 Index ETF (563880) experienced a remarkable 309% increase in trading volume compared to the previous trading day, reaching 5.1981 billion yuan [9]. Share Changes in ETFs - The A500 ETF from Southern saw the largest increase in shares last week, with an increase of 8.373 billion shares, followed by the Huatai-PB A500 ETF with an increase of 7.08 billion shares [10]. - The banking ETF (512800) has seen a total reduction of 5.154 billion shares last week, amounting to a total decrease of 5.1 billion shares over the past three weeks [12]. Institutional Activity - The commercial aerospace concept stocks remained active, with Tianyin Electromechanical receiving 65.44 million yuan from two institutions, while it faced a sell-off of 64.87 million yuan from three institutions [14][15]. - The stock Shenong Agriculture saw a significant buy from four institutions amounting to 224 million yuan, indicating strong institutional interest in the Hainan Free Trade Zone concept [15].

Market Performance - A-shares showed strong performance with the Shanghai Composite Index surpassing 3900 points, closing at 3917.36, up 0.69% [1] - The Shenzhen Component Index rose 1.47%, while the ChiNext Index and the STAR 50 Index both increased over 2% [1][2] - Total trading volume in the Shanghai and Shenzhen markets reached 1.8825 trillion yuan, an increase of 133.6 billion yuan from the previous day [1] Semiconductor Sector - The semiconductor sector experienced significant gains, with stocks like Kema Technology and Lianang Microelectronics hitting the daily limit, and SMIC and Haiguang Information rising over 5% [5][6] - Notably, Kema Technology's stock price reached a historical high of 466.66 yuan per share, marking a tenfold increase from its low of 46.56 yuan earlier in the year [2] Hainan Free Trade Zone - The Hainan Free Trade Zone concept surged, with over 20 stocks hitting the daily limit, including Shennong Agriculture and Kangzhi Pharmaceutical, both up 20% [9][10] - The official launch of the Hainan Free Trade Port on December 18 led to a significant increase in consumer activity, with duty-free sales in Sanya reaching 118 million yuan on the first day [11] - The policy changes are expected to reduce import tax burdens by approximately 20% for related enterprises, enhancing market activity and consumer attraction in tourism and retail sectors [11] AI Industry - Stocks related to the AI industry, particularly in the CPO concept, saw active trading, with Kega Precision rising over 17% and Changxin Bochuang increasing nearly 13% [13][14] - The demand for high-bandwidth network hardware is growing due to the rapid upgrades in GPU and ASIC technologies, with expectations for continued high growth in 800G optical module demand through 2026 [15]

智通财经12月22日讯，今日80股涨停，32股炸板，封板率为71%，胜通能源7连板，鹭燕医药、庄园牧场4连板，嘉美包装7天5板，神剑股份3连板，安记食 品15天8板，东百集团12天6板，北交所田野股份30cm首板。市场高开高走，三大指数集体反弹，创业板指涨超2%。沪深两市成交额1.86万亿，较上一个交 易日放量1360亿。盘面上，市场热点快速轮动，全市场超2900只个股上涨。板块方面，海南自贸区、贵金属、算力硬件等板块涨幅居前，医药商业、影视院 线、教育、银行等板块跌幅居前。截至收盘，沪指涨0.69%，深成指涨1.47%，创业板指涨2.23%。 人气及连板股分析 连板晋级率降至33.33%，除去股权转让概念连续7日一字涨停的胜通能源外，换手板连板高度降至4板，浙江世宝、上海九百尾盘双双炸板跳水，此前3连板 华体科技和2连板的中天服务盘中几乎上演"天地板"。上周尾盘竞价炸板的东百集团今日反包涨停，但福建、海峡两岸概念分歧依旧，龙洲股份、合富中国 等继续深幅调整，福建、海南两大板块间开始持续走出分离行情，或不利于短线"炒地图"行情的重新加强。 | 连板数 | 晋级率 | 2025-12-22连板股分布图 | | ...

Group 1 - The core point of the news is the significant surge in A-share stocks related to Hainan following the announcement of the island's customs closure, with 22 out of 27 stocks hitting the daily limit up [1][3] - On December 22, the Hainan free trade sector saw over 20 stocks reach their daily limit, including companies like Shennong Agricultural and Hainan Airport, with a total trading volume of 360.4 billion yuan and a net inflow of 42.9 billion yuan [1][2] - The customs closure, effective from December 18, marks a new phase in China's opening-up, allowing for a significant expansion of zero-tariff imports from 1,900 to approximately 6,600 product categories, covering 74% of all goods [3][4] Group 2 - The first day of the customs closure saw Sanya's duty-free sales reach 1.18 billion yuan, with a 60% increase in customer traffic and an 85% rise in sales year-on-year, indicating strong market demand [4] - China Duty Free Group, a leading player in the duty-free sector, has a significant presence in Hainan, with its revenue from the island accounting for over half of its total revenue [4][5] - Analysts predict that sectors directly benefiting from the customs closure, such as tourism, modern services, and high-tech industries, will become hotspots for capital investment [5][6]

Market Overview - The Shanghai Composite Index closed at 3917.36 points, up 0.69%, while the Shenzhen Component Index rose 1.47% to 13332.73 points, and the ChiNext Index increased by 2.23% to 3191.98 points [2] Sector Performance - The Hainan Free Trade Zone sector experienced significant gains, with over 20 stocks including Shen Nong Agricultural and Hainan Huatie hitting the daily limit [1][5] - The computing hardware stocks showed strong performance, with Changxin Bochuang rising over 10% and Tongyu Communication hitting the daily limit [1] - The robotics concept saw a rapid increase in the afternoon, with companies like Hengtong Optic-Electric and Wolong Electric Drive also hitting the daily limit [1] - Conversely, the banking sector faced declines, particularly with Chongqing Rural Commercial Bank experiencing the largest drop [1] - The AI healthcare concept saw a pullback, with Huaren Health suffering a significant decline [1] Notable Developments - In the CPO sector, Xinyi Sheng reached a new high, while Zhongji Xuchuang saw an intraday increase of over 8%, nearing its historical peak. This was driven by breakthroughs in optical computing chips by researchers at Shanghai Jiao Tong University [4] - The Hainan Free Trade Zone officially commenced full island closure operations on December 18, with Sanya's duty-free sales reaching 1.18 billion yuan on the first day. The number of visitors to Sanya International Duty-Free City exceeded 36,000, marking a year-on-year increase of over 60%, and sales increased by 85% year-on-year [5]

22日，两市股指盘中强势拉升，创业板指、科创50指数大涨逾2%，全A近3000股飘红。 （文章来源：证券时报网） 截至收盘，沪指涨0.69%报3917.36点，深证成指涨1.47%，创业板指涨2.23%，科创50指数涨2.04%，沪 深北三市合计成交18825亿元。 招商证券表示，多项信号显示，一轮经典的"跨年—春季"行情正在酝酿，并已徐徐拉开帷幕。一方面， 2026年开年后各项工作有望提前发力，尤其是中央预算内投资有望加快落地；另一方面，当前已有重要 机构投资者持续增持A500 ETF等宽基品种，为市场带来稳定增量资金。风格方面，行情主线很可能聚 焦以沪深300、上证50为代表的蓝筹指数；行业层面，应重点关注顺周期相关品种，其中尤其值得关注 的包括工业金属、非银金融、酒店航空。赛道层面，建议重点关注国产算力、商业航天和可控核聚变。 盘面上看，零售板块回落，银行、券商板块走低；半导体板块强势拉升，有色、钢铁、石油、化工等板 块上扬，海南自贸概念爆发，个股掀涨停潮；存储芯片、CPO概念、光刻机概念等活跃。 ...

12月22日，市场高开高走，A股三大指数集体反弹，截至收盘，沪指涨0.69%，深成指涨1.47%，创业板指涨2.23%。沪深两市成交额1.88万亿，较上一个 交易日放量1360亿。盘面上，市场热点快速轮动，全市场近3000只个股上涨，其中有105只个股涨停。海南自贸区、贵金属、算力硬件等板块涨幅居前。 | 日韩股市也集体收涨。日经225指数收盘上涨895.18点，涨幅1.81%，报50402.39点。韩国KOSPI指数收盘上涨85.38点，涨幅2.12%，报4105.93点。 | | --- | | A股科技赛道午后延续强势，CPO、无人驾驶、人工智能、人形机器人、半导体板块全线上涨。 | | 机器人概念大爆发，精智达涨超19%，首开股份（600376）、卧龙电驱（600580）等多股涨停。商业航天概念反复走强，神剑股份（002361）回封涨停。 | 消息面上，王力宏演唱会上宇树机器人的后空翻视频周末刷屏，马斯克转发该视频并留言：印象深刻。 贵金属方面，截至发稿，现货黄金涨1.65%，向上触及4410美元/盎司，再创历史新高。纽约期金向上触及4450美元/盎司，日内涨近1.5%。业内分析指 出，今年黄金走强核 ...